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Brookfield Infrast Partners (BIP)

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
Shares27,089,263 from 26,790,302
Change+298,961 (+1%)
Value$963.0M (-$14.6M)
Filed 2026-11-09
Principal Financial Group Inc
DECREASED
Shares13,054,426 from 23,776,567
Change-10,722,141 (-45%)
Value$464.1M (-$403.5M)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares5,299,627 from 5,367,611
Change-67,984 (-1%)
Value$188.8M (-$6.8M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares3,198,519 from 2,894,539
Change+303,980 (+11%)
Value$113.8M (-$36.1M)
Filed 2026-11-02
Intact Investment Management Inc.
INCREASED
Shares2,635,354 from 2,421,744
Change+213,610 (+9%)
Value$93.8M (+$2.4M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares2,155,076 from 1,979,119
Change+175,957 (+9%)
Value$77.0M (+$5.8M)
Filed 2026-10-16
Picton Mahoney Asset Management
INCREASED
Shares1,793,562 from 1,408,457
Change+385,105 (+27%)
Value$63.8M (+$12.5M)
Filed 2026-11-09
AGF Management LTD
INCREASED
Shares1,267,956 from 1,179,257
Change+88,699 (+8%)
Value$45.1M (+$2.1M)
Filed 2026-11-03
Natixis
INCREASED
Shares839,100 from 410,913
Change+428,187 (+104%)
Value$29.8M (+$14.8M)
Filed 2026-11-06
Addenda Capital Inc.
INCREASED
Shares779,772 from 777,392
Change+2,380 (+0%)
Value$39.5M (-$773.5K)
Filed 2026-10-13
Bowen Hanes & Co Inc
UNCHANGED
Shares731,836 from 731,836
Change0 (0%)
Value$26.0M (-$417.1K)
Filed 2026-11-09
Morguard Lincluden Global Investments Ltd
DECREASED
Shares644,198 from 662,686
Change-18,488 (-3%)
Value$32.6K (-$1.7K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares491,060 from 482,284
Change+8,776 (+2%)
Value$18.2M (-$1.6M)
Filed 2026-10-27
Barclays PLC
INCREASED
Shares361,662 from 191,664
Change+169,998 (+89%)
Value$12.9M (+$5.9M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares337,409 from 123,384
Change+214,025 (+173%)
Value$12.0M (+$7.5M)
Filed 2026-11-04
Baskin Financial Services Inc.
DECREASED
Shares280,972 from 288,828
Change-7,856 (-3%)
Value$10.0K (-$541)
Filed 2026-10-19
Summerhill Capital Management lnc.
DECREASED
Shares234,757 from 236,081
Change-1,324 (-1%)
Value$8.4M (-$260.8K)
Filed 2026-11-02
Gold Investment Management Ltd.
INCREASED
Shares181,018 from 180,236
Change+782 (+0%)
Value$7.6M (-$159.9K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares176,286 from 252,166
Change-75,880 (-30%)
Value$6.3M (-$2.9M)
Filed 2026-11-06
Guardian Partners Inc.
NEW
Shares166,096
Change+166,096
Value$5.9M
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares148,666 from 148,916
Change-250 (0%)
Value$5.3M (-$150.2K)
Filed 2026-10-14
Alberta Investment Management Corp
UNCHANGED
Shares123,499 from 123,499
Change0 (0%)
Value$4.4M (-$110.5K)
Filed 2026-11-09
Tritonpoint Wealth, LLC
DECREASED
Shares110,079 from 110,304
Change-225 (0%)
Value$3.9M (-$111.7K)
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares108,030 from 91,860
Change+16,170 (+18%)
Value$3.9M (+$499.9K)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares104,760 from 107,166
Change-2,406 (-2%)
Value$3.7M (-$186.3K)
Filed 2026-11-10
Walnut Private Equity Partners, LLC
UNCHANGED
Shares102,000 from 102,000
Change0 (0%)
Value$3.6M (-$95.9K)
Filed 2026-10-14
Florida Trust Wealth Management Co
DECREASED
Shares100,482 from 100,682
Change-200 (0%)
Value$3.6M (-$101.8K)
Filed 2026-11-05
Herold Advisors, Inc.
UNCHANGED
Shares90,061 from 90,061
Change0 (0%)
Value$3.2M (-$82.4K)
Filed 2026-10-19
Herbst Group, LLC
INCREASED
Shares82,810 from 71,740
Change+11,070 (+15%)
Value$2.9M (+$326.1K)
Filed 2026-10-20
Oak Grove Capital LLC
NEW
Shares82,600
Change+82,600
Value$2.9M
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares79,343 from 84,034
Change-4,691 (-6%)
Value$2.8M (-$245.8K)
Filed 2026-10-20
Epiq Partners, LLC
DECREASED
Shares78,240 from 80,104
Change-1,864 (-2%)
Value$2.8M (-$141.6K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares73,452 from 71,794
Change+1,658 (+2%)
Value$2.6M (-$8.6K)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares70,456 from 74,692
Change-4,236 (-6%)
Value$2.5M (-$220.8K)
Filed 2026-11-06
Inspire Investing, LLC
NEW
Shares69,204
Change+69,204
Value$2.5M
Filed 2026-10-22
Value Partners Investments Inc.
INCREASED
Shares62,526 from 60,033
Change+2,493 (+4%)
Value$2.2M (+$43.7K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED
Shares61,345 from 61,345
Change0 (0%)
Value$2.2M (-$57.7K)
Filed 2026-11-06
Viewpoint Investment Partners Corp
DECREASED
Shares60,180 from 60,230
Change-50 (0%)
Value$2.1M (-$42.9K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares58,160 from 60,814
Change-2,654 (-4%)
Value$2.1M (-$151.5K)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares57,053 from 57,053
Change0 (0%)
Value$2.0M (-$53.6K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
DECREASED
Shares56,802 from 57,461
Change-659 (-1%)
Value$2.0M (-$77.4K)
Filed 2026-10-29
Pathway Financial Advisers, LLC
INCREASED
Shares53,997 from 47,997
Change+6,000 (+13%)
Value$1.9M (+$168.2K)
Filed 2026-10-27
Wulff, Hansen & Co.
INCREASED
Shares49,990 from 49,067
Change+923 (+2%)
Value$1.8M (-$13.3K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares45,700 from 47,878
Change-2,178 (-5%)
Value$1.6M (-$122.4K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares44,888 from 45,092
Change-204 (0%)
Value$1.6M (-$49.6K)
Filed 2026-10-26
Hussman Strategic Advisors, Inc.
DECREASED
Shares42,000 from 73,500
Change-31,500 (-43%)
Value$1.5M (-$1.2M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares40,955 from 40,698
Change+257 (+1%)
Value$1.5M (-$29.1K)
Filed 2026-10-23
Northside Capital Management, LLC
DECREASED
Shares39,250 from 39,865
Change-615 (-2%)
Value$1.4M (-$59.3K)
Filed 2026-10-13
Tandem Capital Management Corp
DECREASED
Shares37,830 from 38,430
Change-600 (-2%)
Value$1.3M (-$57.5K)
Filed 2026-10-22
Sage Investment Counsel LLC
DECREASED
Shares37,500 from 37,803
Change-303 (-1%)
Value$1.3M (-$46.3K)
Filed 2026-10-26
Wellington Grp LLC
INCREASED
Shares34,882 from 24,714
Change+10,168 (+41%)
Value$1.2M (+$338.2K)
Filed 2026-11-06
Acadian Asset Management LLC
DECREASED
Shares34,234 from 62,012
Change-27,778 (-45%)
Value$1.2K (-$1.0K)
Filed 2026-11-09
Gryphon Financial Partners LLC
UNCHANGED
Shares33,900 from 33,900
Change0 (0%)
Value$1.2M (-$31.9K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
DECREASED
Shares30,121 from 30,469
Change-348 (-1%)
Value$1.1M (-$35.4K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares29,709 from 110,304
Change-80,595 (-73%)
Value$1.1M (-$3.0M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares28,528 from 36,243
Change-7,715 (-21%)
Value$1.0M (-$308.3K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares28,402 from 28,408
Change-6 (0%)
Value$1.0M (-$26.9K)
Filed 2026-10-30
Gen-Wealth Partners Inc
INCREASED
Shares28,279 from 23,878
Change+4,401 (+18%)
Value$1.0M (+$134.0K)
Filed 2026-11-04
Lynx Capital Group LTD
UNCHANGED
Shares27,453 from 27,453
Change0 (0%)
Value$976.0K (-$25.8K)
Filed 2026-11-04
Chapman Financial Group, LLC
UNCHANGED
Shares27,407 from 27,407
Change0 (0%)
Value$974.3K (-$25.8K)
Filed 2026-10-26
Canton Hathaway, LLC
INCREASED
Shares26,000 from 16,350
Change+9,650 (+59%)
Value$924.3K (+$327.7K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares24,222 from 21,503
Change+2,719 (+13%)
Value$861.1K (+$76.4K)
Filed 2026-11-04
Bessemer Group Inc
DECREASED
Shares23,674 from 33,590
Change-9,916 (-30%)
Value$841 (-$385)
Filed 2026-11-09
Wespac Advisors, LLC
DECREASED
Shares23,594 from 23,844
Change-250 (-1%)
Value$838.8K (-$31.3K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares22,738 from 22,878
Change-140 (-1%)
Value$808.3K (-$26.5K)
Filed 2026-10-21
Clearstead Trust, LLC
DECREASED
Shares21,993 from 23,706
Change-1,713 (-7%)
Value$781.9K (-$83.2K)
Filed 2026-11-06
ProShare Advisors LLC
DECREASED
Shares21,974 from 25,362
Change-3,388 (-13%)
Value$781.2K (-$144.3K)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares19,876 from 15,876
Change+4,000 (+25%)
Value$706.6K (+$127.3K)
Filed 2026-11-05
ASO Group Ltd
UNCHANGED
Shares19,081 from 19,081
Change0 (0%)
Value$678 (-$18)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares18,721 from 20,488
Change-1,767 (-9%)
Value$690.6K (-$80.8K)
Filed 2026-10-13
Geode Capital Management, LLC
DECREASED
Shares18,489 from 19,669
Change-1,180 (-6%)
Value$936.5K (-$82.4K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
UNCHANGED
Shares17,189 from 17,189
Change0 (0%)
Value$611.1K (-$16.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,114 from 18,378
Change-2,264 (-12%)
Value$573 (-$98)
Filed 2026-11-02
Deutsche Bank Ag\
NEW
Shares15,430
Change+15,430
Value$548.5K
Filed 2026-11-06
American National Bank & Trust
UNCHANGED
Shares15,075 from 15,075
Change0 (0%)
Value$535.9K (-$14.2K)
Filed 2026-10-07
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares15,057 from 15,057
Change0 (0%)
Value$535.3K (-$14.2K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares14,945 from 14,717
Change+228 (+2%)
Value$531.3K (-$5.7K)
Filed 2026-11-03
Brighton Jones LLC
NEW
Shares14,383
Change+14,383
Value$511.3K
Filed 2026-11-03
Lakewood Asset Management LLC
DECREASED
Shares14,369 from 16,934
Change-2,565 (-15%)
Value$510.8K (-$107.1K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
DECREASED
Shares14,034 from 15,881
Change-1,847 (-12%)
Value$498.9K (-$80.6K)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED
Shares13,299 from 13,674
Change-375 (-3%)
Value$472 (-$26)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares12,947 from 12,439
Change+508 (+4%)
Value$460.3K (+$6.4K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED
Shares11,569 from 11,569
Change0 (0%)
Value$411.3K (-$10.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares11,420 from 12,082
Change-662 (-5%)
Value$406.0K (-$34.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares11,150 from 9,995
Change+1,155 (+12%)
Value$400.3K (+$35.6K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares10,593 from 10,564
Change+29 (+0%)
Value$376.6K (-$8.9K)
Filed 2026-10-26
Buckhead Capital Management LLC
UNCHANGED
Shares10,505 from 10,505
Change0 (0%)
Value$373.5K (-$9.9K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares10,404 from 10,389
Change+15 (+0%)
Value$369.9K (-$9.2K)
Filed 2026-11-03
Citizens National Bank Trust Department
UNCHANGED
Shares10,309 from 10,309
Change0 (0%)
Value$366.5K (-$9.7K)
Filed 2026-11-04
Rare Wolf Capital LLC
UNCHANGED
Shares10,084 from 10,084
Change0 (0%)
Value$358.5K (-$9.5K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares9,974 from 9,065
Change+909 (+10%)
Value$354.6K (+$23.8K)
Filed 2026-10-28
Guinness Asset Management LTD
INCREASED
Shares9,745 from 8,149
Change+1,596 (+20%)
Value$346.8K (+$49.5K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares9,433 from 10,083
Change-650 (-6%)
Value$335.3K (-$32.6K)
Filed 2026-10-22
TBH Global Asset Management, LLC
UNCHANGED
Shares9,297 from 9,297
Change0 (0%)
Value$330.5K (-$8.7K)
Filed 2026-11-03
Bahl & Gaynor LLC
INCREASED
Shares9,211 from 9,111
Change+100 (+1%)
Value$327.5K (-$5.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares9,148 from 9,089
Change+59 (+1%)
Value$325.2K (-$6.4K)
Filed 2026-10-23
HB Wealth Management, LLC
DECREASED
Shares9,000 from 9,448
Change-448 (-5%)
Value$320.0K (-$24.8K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares8,988 from 6,368
Change+2,620 (+41%)
Value$328.0K (+$95.6K)
Filed 2026-11-06
Principle Wealth Partners LLC
UNCHANGED
Shares8,922 from 8,922
Change0 (0%)
Value$317.2K (-$8.4K)
Filed 2026-11-02
Boston Trust Walden Corp
UNCHANGED
Shares8,367 from 8,367
Change0 (0%)
Value$297.4K (-$7.9K)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
UNCHANGED
Shares8,182 from 8,182
Change0 (0%)
Value$290.9K (-$7.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares8,157 from 8,034
Change+123 (+2%)
Value$290.0K (-$3.2K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares8,076 from 8,301
Change-225 (-3%)
Value$287.1K (-$15.8K)
Filed 2026-11-04
Morse Asset Management, Inc
DECREASED
Shares7,975 from 8,000
Change-25 (0%)
Value$283.5K (-$8.4K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares7,582 from 7,582
Change0 (0%)
Value$270 (-$7)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares7,498 from 7,498
Change0 (0%)
Value$266.6K (-$7.0K)
Filed 2026-10-20
Clear Trail Advisors, LLC
UNCHANGED
Shares7,344 from 7,344
Change0 (0%)
Value$261.1K (-$6.9K)
Filed 2026-10-20
Advisory Advocates, LLC
INCREASED
Shares7,286 from 7,193
Change+93 (+1%)
Value$259.0K (-$3.5K)
Filed 2026-11-05
Ironwood Investment Counsel, LLC
INCREASED
Shares6,807 from 6,724
Change+83 (+1%)
Value$242.0K (-$3.4K)
Filed 2026-11-10
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$240.0K (-$6.3K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
UNCHANGED
Shares6,711 from 6,711
Change0 (0%)
Value$238.6K (-$6.3K)
Filed 2026-10-19
Belpointe Asset Management LLC
UNCHANGED
Shares6,627 from 6,627
Change0 (0%)
Value$235.6K (-$6.2K)
Filed 2026-11-09
Carnegie Investment Counsel
UNCHANGED
Shares6,325 from 6,325
Change0 (0%)
Value$224.9K (-$5.9K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares6,154 from 6,154
Change0 (0%)
Value$218.8K (-$5.8K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares6,081 from 8,018
Change-1,937 (-24%)
Value$216.2K (-$76.4K)
Filed 2026-10-08
Glenview Trust Co
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$213.3K (-$5.6K)
Filed 2026-10-28
Mirador Capital Partners LP
DECREASED
Shares5,876 from 6,832
Change-956 (-14%)
Value$208.9K (-$40.4K)
Filed 2026-10-09
State of Wyoming
INCREASED
Shares5,676 from 5,506
Change+170 (+3%)
Value$201.8K (+$868)
Filed 2026-10-28
Louisbourg Investments Inc.
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$172.4K (-$3.6K)
Filed 2026-10-20
Eastern Bank
UNCHANGED
Shares4,499 from 4,499
Change0 (0%)
Value$159.9K (-$4.2K)
Filed 2026-10-05
Simplex Trading, LLC
DECREASED
Shares3,847 from 4,782
Change-935 (-20%)
Value$136.8K (-$37.7K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$133.3K (-$3.5K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$114.3K (-$3.0K)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$113.8K (-$3.0K)
Filed 2026-11-05
Nvwm, LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$109.3K (-$2.9K)
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$103.8K (-$2.7K)
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$102.4K (-$2.7K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$102.2K (-$2.7K)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares2,851 from 3,372
Change-521 (-15%)
Value$101.4K (-$21.7K)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares2,848 from 1,458
Change+1,390 (+95%)
Value$101.2K (+$48.0K)
Filed 2026-10-21
StrongBox Wealth, LLC
UNCHANGED
Shares2,666 from 2,666
Change0 (0%)
Value$94.8K (-$2.5K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares2,195
Change+2,195
Value$78.0K
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$61.4K (-$2.0K)
Filed 2026-10-09
GoalVest Advisory LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$60.3K (-$1.6K)
Filed 2026-10-02
James T. Borello RIA
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$56.0K (-$1.5K)
Filed 2026-10-16
Concord Wealth Partners
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$51.5K (-$1.4K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares1,200
Change+1,200
Value$42.7K
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares1,183 from 1,182
Change+1 (+0%)
Value$41.9K (-$1.2K)
Filed 2026-10-15
Bank & Trust Co
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$40.0K (-$1.1K)
Filed 2026-10-07
Princeton Global Asset Management LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$34.6K (-$913)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares917 from 728
Change+189 (+26%)
Value$32.6K (+$6.0K)
Filed 2026-10-30
Western Pacific Wealth Management, LP
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$27.4K (-$725)
Filed 2026-10-16
Strategic Advocates LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$24.9K (-$658)
Filed 2026-11-03
Markowski Investments
NEW
Shares675
Change+675
Value$24.0K
Filed 2026-10-30
IFS Advisors, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$24.0K (-$634)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$21.3K (-$563)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares579 from 572
Change+7 (+1%)
Value$20.6K (-$290)
Filed 2026-10-30
Geneos Wealth Management Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$20.0K (-$528)
Filed 2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$20.0K (-$528)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.8K (-$470)
Filed 2026-10-13
TD Private Client Wealth LLC
NEW
Shares490
Change+490
Value$17.4K
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$16.4K (-$433)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$16.0K (-$423)
Filed 2026-10-21
North Point Portfolio Managers Corp
NEW
Shares425
Change+425
Value$15.1K
Filed 2026-10-07
Financial Network Wealth Advisors LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$15.1K (-$399)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$14.8K (-$390)
Filed 2026-11-05
Birchbrook, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$12.1K (-$320)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$11.8K (-$313)
Filed 2026-11-02
IFG Advisory, LLC
DECREASED
Shares321 from 40,650
Change-40,329 (-99%)
Value$11.4K (-$1.5M)
Filed 2026-11-09
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$11.4K (-$287)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$10.8K (-$284)
Filed 2026-10-08
Chung Wu Investment Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.7K (-$282)
Filed 2026-11-03
PFS Partners, LLC
INCREASED
Shares282 from 280
Change+2 (+1%)
Value$10.0K (-$179)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares280
Change+280
Value$10.0K
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$8.9K (-$234)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$8.0K (-$211)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$7.5K (-$199)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares200 from 700
Change-500 (-71%)
Value$7.1K (-$18.4K)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$5.2K (-$122)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$4.7K (-$124)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.6K (-$94)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares75
Change+75
Value$2.7K
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.7K (-$71)
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares71 from 144
Change-73 (-51%)
Value$2.5K (-$2.7K)
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$2.3K (-$60)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (-$47)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.6K (-$43)
Filed 2026-10-23
Quent Capital, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$907 (+$68)
Filed 2026-11-09
Versant Capital Management, Inc
NEW
Shares11
Change+11
Value$389
Filed 2026-10-02
Mather Group, Llc.
NEW
Shares8
Change+8
Value$284
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$71 (-$2)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 54,138
Change-54,138 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
HUB Investment Partners, LLC
CLOSED
Shares0 from 36,716
Change-36,716 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Formidable Asset Management, LLC
CLOSED
Shares0 from 21,948
Change-21,948 (-100%)
Value$0 (-$800.9K)
Filed 2026-11-03
BNB Wealth Management, LLC
CLOSED
Shares0 from 10,075
Change-10,075 (-100%)
Value$0 (-$367.6K)
Filed 2026-10-28
Cornerstone Advisory, LLC
CLOSED
Shares0 from 9,397
Change-9,397 (-100%)
Value$0 (-$342.9K)
Filed 2026-11-06
Intrua Financial, LLC
CLOSED
Shares0 from 5,726
Change-5,726 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-28
Jcic Asset Management Inc.
CLOSED
Shares0 from 5,654
Change-5,654 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-30
M. Kraus & Co
CLOSED
Shares0 from 5,621
Change-5,621 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-20
Virtus Advisers, LLC
CLOSED
Shares0 from 2,334
Change-2,334 (-100%)
Value$0 (-$85.2K)
Filed 2026-11-09
Heritage Wealth Advisors
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$34.7K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$27.6K)
Filed 2026-11-06
Creative Capital Management Investments LLC
CLOSED
Shares0 from 712
Change-712 (-100%)
Value$0 (-$26.0K)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-21
Montag A & Associates Inc
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-29
Signaturefd, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-23
Investors Research Corp
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-07
Robinswood Financial LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$693)
Filed 2026-10-20
Royal Bank of Canada
N/A
Shares— from 51,100,221
Change-51,100,221 (-100%)
Value—
Capital World Investors
N/A
Shares— from 20,169,917
Change-20,169,917 (-100%)
Value—
Capital International Investors
N/A
Shares— from 13,310,744
Change-13,310,744 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 7,311,207
Change-7,311,207 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 7,082,905
Change-7,082,905 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,067,911
Change-7,067,911 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,805,105
Change-6,805,105 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,255,127
Change-6,255,127 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,702,233
Change-5,702,233 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 4,686,497
Change-4,686,497 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,681,241
Change-4,681,241 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,077,153
Change-4,077,153 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,409,065
Change-3,409,065 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,037,434
Change-3,037,434 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 3,023,335
Change-3,023,335 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,735,023
Change-2,735,023 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 2,502,674
Change-2,502,674 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,476,058
Change-2,476,058 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,447,529
Change-2,447,529 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,160,825
Change-2,160,825 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,797,215
Change-1,797,215 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,684,736
Change-1,684,736 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,293,520
Change-1,293,520 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 1,081,780
Change-1,081,780 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 956,541
Change-956,541 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 950,037
Change-950,037 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 753,632
Change-753,632 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 747,931
Change-747,931 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 699,776
Change-699,776 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 664,700
Change-664,700 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 647,312
Change-647,312 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 626,183
Change-626,183 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 557,844
Change-557,844 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 552,140
Change-552,140 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 547,989
Change-547,989 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 520,731
Change-520,731 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 507,435
Change-507,435 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 493,300
Change-493,300 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 472,764
Change-472,764 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 460,569
Change-460,569 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 456,438
Change-456,438 (-100%)
Value—
Munro Partners
N/A
Shares— from 428,502
Change-428,502 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 414,387
Change-414,387 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 390,275
Change-390,275 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 352,564
Change-352,564 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 344,572
Change-344,572 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 340,175
Change-340,175 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 295,980
Change-295,980 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 293,356
Change-293,356 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 267,745
Change-267,745 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 239,446
Change-239,446 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 235,860
Change-235,860 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 221,085
Change-221,085 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 209,727
Change-209,727 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208,604
Change-208,604 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 204,496
Change-204,496 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 182,083
Change-182,083 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 176,136
Change-176,136 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 149,888
Change-149,888 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 140,927
Change-140,927 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 132,755
Change-132,755 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 129,126
Change-129,126 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 117,668
Change-117,668 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 108,746
Change-108,746 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 104,094
Change-104,094 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 96,019
Change-96,019 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 86,270
Change-86,270 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 82,292
Change-82,292 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 72,449
Change-72,449 (-100%)
Value—
Blair William & Co
N/A
Shares— from 71,751
Change-71,751 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 69,402
Change-69,402 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 66,652
Change-66,652 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,650
Change-66,650 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 65,330
Change-65,330 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 64,327
Change-64,327 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,978
Change-60,978 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 55,759
Change-55,759 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 54,471
Change-54,471 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 52,816
Change-52,816 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 47,056
Change-47,056 (-100%)
Value—
&partners
N/A
Shares— from 43,379
Change-43,379 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 43,279
Change-43,279 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 39,184
Change-39,184 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 39,150
Change-39,150 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 36,828
Change-36,828 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 35,018
Change-35,018 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 34,928
Change-34,928 (-100%)
Value—
FMR LLC
N/A
Shares— from 34,924
Change-34,924 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 34,635
Change-34,635 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,336
Change-34,336 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 32,967
Change-32,967 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 32,916
Change-32,916 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 29,475
Change-29,475 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 27,400
Change-27,400 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 25,225
Change-25,225 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,517
Change-23,517 (-100%)
Value—
Avenir Corp
N/A
Shares— from 23,071
Change-23,071 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,886
Change-22,886 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 21,948
Change-21,948 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,584
Change-20,584 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,227
Change-19,227 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,973
Change-15,973 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 13,964
Change-13,964 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,536
Change-13,536 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,769
Change-12,769 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 12,156
Change-12,156 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 10,965
Change-10,965 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,842
Change-10,842 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,422
Change-10,422 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 804
Change-804 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 675
Change-675 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 625
Change-625 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 300
Change-300 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Bank of Montreal
INCREASED27,089,26326,790,302+298,961+1%$977.6M$963.0M-$14.6M2026-11-09
Principal Financial Group Inc
DECREASED13,054,42623,776,567-10,722,141-45%$867.6M$464.1M-$403.5M2026-11-02
CIBC Asset Management Inc
DECREASED5,299,6275,367,611-67,984-1%$195.7M$188.8M-$6.8M2026-11-05
MacKenzie Financial Corp
INCREASED3,198,5192,894,539+303,980+11%$149.9M$113.8M-$36.1M2026-11-02
Intact Investment Management Inc.
INCREASED2,635,3542,421,744+213,610+9%$91.4M$93.8M+$2.4M2026-11-03
TD Waterhouse Canada Inc.
INCREASED2,155,0761,979,119+175,957+9%$71.2M$77.0M+$5.8M2026-10-16
Picton Mahoney Asset Management
INCREASED1,793,5621,408,457+385,105+27%$51.3M$63.8M+$12.5M2026-11-09
AGF Management LTD
INCREASED1,267,9561,179,257+88,699+8%$43.1M$45.1M+$2.1M2026-11-03
Natixis
INCREASED839,100410,913+428,187+104%$15.0M$29.8M+$14.8M2026-11-06
Addenda Capital Inc.
INCREASED779,772777,392+2,380+0%$40.3M$39.5M-$773.5K2026-10-13
Bowen Hanes & Co Inc
UNCHANGED731,836731,83600%$26.4M$26.0M-$417.1K2026-11-09
Morguard Lincluden Global Investments Ltd
DECREASED644,198662,686-18,488-3%$34.3K$32.6K-$1.7K2026-10-28
Chicago Partners Investment Group LLC
INCREASED491,060482,284+8,776+2%$19.8M$18.2M-$1.6M2026-10-27
Barclays PLC
INCREASED361,662191,664+169,998+89%$7.0M$12.9M+$5.9M2026-11-06
Citigroup Inc
INCREASED337,409123,384+214,025+173%$4.5M$12.0M+$7.5M2026-11-04
Baskin Financial Services Inc.
DECREASED280,972288,828-7,856-3%$10.5K$10.0K-$5412026-10-19
Summerhill Capital Management lnc.
DECREASED234,757236,081-1,324-1%$8.6M$8.4M-$260.8K2026-11-02
Gold Investment Management Ltd.
INCREASED181,018180,236+782+0%$7.8M$7.6M-$159.9K2026-10-19
LPL Financial LLC
DECREASED176,286252,166-75,880-30%$9.2M$6.3M-$2.9M2026-11-06
Guardian Partners Inc.
NEW166,096—+166,096——$5.9M—2026-10-21
Davenport & Co LLC
DECREASED148,666148,916-2500%$5.4M$5.3M-$150.2K2026-10-14
Alberta Investment Management Corp
UNCHANGED123,499123,49900%$4.5M$4.4M-$110.5K2026-11-09
Tritonpoint Wealth, LLC
DECREASED110,079110,304-2250%$4.0M$3.9M-$111.7K2026-10-19
Russell Investments Group, Ltd.
INCREASED108,03091,860+16,170+18%$3.4M$3.9M+$499.9K2026-11-06
HighTower Advisors, LLC
DECREASED104,760107,166-2,406-2%$3.9M$3.7M-$186.3K2026-11-10
Walnut Private Equity Partners, LLC
UNCHANGED102,000102,00000%$3.7M$3.6M-$95.9K2026-10-14
Florida Trust Wealth Management Co
DECREASED100,482100,682-2000%$3.7M$3.6M-$101.8K2026-11-05
Herold Advisors, Inc.
UNCHANGED90,06190,06100%$3.3M$3.2M-$82.4K2026-10-19
Herbst Group, LLC
INCREASED82,81071,740+11,070+15%$2.6M$2.9M+$326.1K2026-10-20
Oak Grove Capital LLC
NEW82,600—+82,600——$2.9M—2026-10-09
Tranquility Partners, LLC
DECREASED79,34384,034-4,691-6%$3.1M$2.8M-$245.8K2026-10-20
Epiq Partners, LLC
DECREASED78,24080,104-1,864-2%$2.9M$2.8M-$141.6K2026-10-07
Kestra Advisory Services, LLC
INCREASED73,45271,794+1,658+2%$2.6M$2.6M-$8.6K2026-11-02
Clearstead Advisors, LLC
DECREASED70,45674,692-4,236-6%$2.7M$2.5M-$220.8K2026-11-06
Inspire Investing, LLC
NEW69,204—+69,204——$2.5M—2026-10-22
Value Partners Investments Inc.
INCREASED62,52660,033+2,493+4%$2.2M$2.2M+$43.7K2026-10-19
PNC Financial Services Group, Inc.
UNCHANGED61,34561,34500%$2.2M$2.2M-$57.7K2026-11-06
Viewpoint Investment Partners Corp
DECREASED60,18060,230-500%$2.2M$2.1M-$42.9K2026-10-26
Creative Planning
DECREASED58,16060,814-2,654-4%$2.2M$2.1M-$151.5K2026-11-02
Jamison Private Wealth Management, Inc.
UNCHANGED57,05357,05300%$2.1M$2.0M-$53.6K2026-10-14
Woodmont Investment Counsel LLC
DECREASED56,80257,461-659-1%$2.1M$2.0M-$77.4K2026-10-29
Pathway Financial Advisers, LLC
INCREASED53,99747,997+6,000+13%$1.8M$1.9M+$168.2K2026-10-27
Wulff, Hansen & Co.
INCREASED49,99049,067+923+2%$1.8M$1.8M-$13.3K2026-11-09
Commonwealth Equity Services, LLC
DECREASED45,70047,878-2,178-5%$1.7M$1.6M-$122.4K2026-11-02
Oppenheimer & Co Inc
DECREASED44,88845,092-2040%$1.6M$1.6M-$49.6K2026-10-26
Hussman Strategic Advisors, Inc.
DECREASED42,00073,500-31,500-43%$2.7M$1.5M-$1.2M2026-11-02
Apollon Wealth Management, LLC
INCREASED40,95540,698+257+1%$1.5M$1.5M-$29.1K2026-10-23
Northside Capital Management, LLC
DECREASED39,25039,865-615-2%$1.5M$1.4M-$59.3K2026-10-13
Tandem Capital Management Corp
DECREASED37,83038,430-600-2%$1.4M$1.3M-$57.5K2026-10-22
Sage Investment Counsel LLC
DECREASED37,50037,803-303-1%$1.4M$1.3M-$46.3K2026-10-26
Wellington Grp LLC
INCREASED34,88224,714+10,168+41%$901.8K$1.2M+$338.2K2026-11-06
Acadian Asset Management LLC
DECREASED34,23462,012-27,778-45%$2.3K$1.2K-$1.0K2026-11-09
Gryphon Financial Partners LLC
UNCHANGED33,90033,90000%$1.2M$1.2M-$31.9K2026-11-04
Cardinal Point Capital Management ULC
DECREASED30,12130,469-348-1%$1.1M$1.1M-$35.4K2026-10-21
TritonPoint Partners, LLC
DECREASED29,709110,304-80,595-73%$4.0M$1.1M-$3.0M2026-11-05
Keybank National Association
DECREASED28,52836,243-7,715-21%$1.3M$1.0M-$308.3K2026-11-04
Truist Financial Corp
DECREASED28,40228,408-60%$1.0M$1.0M-$26.9K2026-10-30
Gen-Wealth Partners Inc
INCREASED28,27923,878+4,401+18%$871.3K$1.0M+$134.0K2026-11-04
Lynx Capital Group LTD
UNCHANGED27,45327,45300%$1.0M$976.0K-$25.8K2026-11-04
Chapman Financial Group, LLC
UNCHANGED27,40727,40700%$1.0M$974.3K-$25.8K2026-10-26
Canton Hathaway, LLC
INCREASED26,00016,350+9,650+59%$596.6K$924.3K+$327.7K2026-10-23
Lido Advisors, LLC
INCREASED24,22221,503+2,719+13%$784.7K$861.1K+$76.4K2026-11-04
Bessemer Group Inc
DECREASED23,67433,590-9,916-30%$1.2K$841-$3852026-11-09
Wespac Advisors, LLC
DECREASED23,59423,844-250-1%$870.1K$838.8K-$31.3K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED22,73822,878-140-1%$834.8K$808.3K-$26.5K2026-10-21
Clearstead Trust, LLC
DECREASED21,99323,706-1,713-7%$865.0K$781.9K-$83.2K2026-11-06
ProShare Advisors LLC
DECREASED21,97425,362-3,388-13%$925.5K$781.2K-$144.3K2026-10-29
Regions Financial Corp
INCREASED19,87615,876+4,000+25%$579.3K$706.6K+$127.3K2026-11-05
ASO Group Ltd
UNCHANGED19,08119,08100%$696$678-$182026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED18,72120,488-1,767-9%$771.4K$690.6K-$80.8K2026-10-13
Geode Capital Management, LLC
DECREASED18,48919,669-1,180-6%$1.0M$936.5K-$82.4K2026-11-06
Avantax Planning Partners, Inc.
UNCHANGED17,18917,18900%$627.2K$611.1K-$16.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED16,11418,378-2,264-12%$671$573-$982026-11-02
Deutsche Bank Ag\
NEW15,430—+15,430——$548.5K—2026-11-06
American National Bank & Trust
UNCHANGED15,07515,07500%$550.1K$535.9K-$14.2K2026-10-07
Schneider Downs Wealth Management Advisors, LP
UNCHANGED15,05715,05700%$549.4K$535.3K-$14.2K2026-10-27
Parallel Advisors, LLC
INCREASED14,94514,717+228+2%$537.0K$531.3K-$5.7K2026-11-03
Brighton Jones LLC
NEW14,383—+14,383——$511.3K—2026-11-03
Lakewood Asset Management LLC
DECREASED14,36916,934-2,565-15%$617.9K$510.8K-$107.1K2026-10-26
Crossmark Global Holdings, Inc.
DECREASED14,03415,881-1,847-12%$579.5K$498.9K-$80.6K2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED13,29913,674-375-3%$498$472-$262026-11-04
Moneco Advisors, LLC
INCREASED12,94712,439+508+4%$453.9K$460.3K+$6.4K2026-11-05
Gilman Hill Asset Management, LLC
UNCHANGED11,56911,56900%$422.2K$411.3K-$10.9K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED11,42012,082-662-5%$440.9K$406.0K-$34.9K2026-11-05
Focus Financial Network, Inc.
INCREASED11,1509,995+1,155+12%$364.7K$400.3K+$35.6K2026-10-14
Verdence Capital Advisors LLC
INCREASED10,59310,564+29+0%$385.5K$376.6K-$8.9K2026-10-26
Buckhead Capital Management LLC
UNCHANGED10,50510,50500%$383.3K$373.5K-$9.9K2026-11-03
Huntleigh Advisors, Inc.
INCREASED10,40410,389+15+0%$379.1K$369.9K-$9.2K2026-11-03
Citizens National Bank Trust Department
UNCHANGED10,30910,30900%$376.2K$366.5K-$9.7K2026-11-04
Rare Wolf Capital LLC
UNCHANGED10,08410,08400%$368.0K$358.5K-$9.5K2026-10-20
MGO One Seven LLC
INCREASED9,9749,065+909+10%$330.8K$354.6K+$23.8K2026-10-28
Guinness Asset Management LTD
INCREASED9,7458,149+1,596+20%$297.3K$346.8K+$49.5K2026-11-05
Washington Trust Advisors, Inc.
DECREASED9,43310,083-650-6%$367.9K$335.3K-$32.6K2026-10-22
TBH Global Asset Management, LLC
UNCHANGED9,2979,29700%$339.3K$330.5K-$8.7K2026-11-03
Bahl & Gaynor LLC
INCREASED9,2119,111+100+1%$332.5K$327.5K-$5.0K2026-11-05
Sigma Planning Corp
INCREASED9,1489,089+59+1%$331.7K$325.2K-$6.4K2026-10-23
HB Wealth Management, LLC
DECREASED9,0009,448-448-5%$344.8K$320.0K-$24.8K2026-10-23
Allworth Financial LP
INCREASED8,9886,368+2,620+41%$232.4K$328.0K+$95.6K2026-11-06
Principle Wealth Partners LLC
UNCHANGED8,9228,92200%$325.6K$317.2K-$8.4K2026-11-02
Boston Trust Walden Corp
UNCHANGED8,3678,36700%$305.3K$297.4K-$7.9K2026-10-30
SC&H Financial Advisors, Inc.
UNCHANGED8,1828,18200%$298.5K$290.9K-$7.7K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED8,1578,034+123+2%$293.2K$290.0K-$3.2K2026-10-16
Visionary Wealth Advisors
DECREASED8,0768,301-225-3%$302.9K$287.1K-$15.8K2026-11-04
Morse Asset Management, Inc
DECREASED7,9758,000-250%$291.9K$283.5K-$8.4K2026-11-09
First Premier Bank
UNCHANGED7,5827,58200%$277$270-$72026-10-13
Private Trust Co NA
UNCHANGED7,4987,49800%$273.6K$266.6K-$7.0K2026-10-20
Clear Trail Advisors, LLC
UNCHANGED7,3447,34400%$268.0K$261.1K-$6.9K2026-10-20
Advisory Advocates, LLC
INCREASED7,2867,193+93+1%$262.5K$259.0K-$3.5K2026-11-05
Ironwood Investment Counsel, LLC
INCREASED6,8076,724+83+1%$245.4K$242.0K-$3.4K2026-11-10
Roof Eidam Maycock Peralta, LLC
UNCHANGED6,7506,75000%$246.3K$240.0K-$6.3K2026-10-15
Sterling Investment Counsel, LLC
UNCHANGED6,7116,71100%$244.9K$238.6K-$6.3K2026-10-19
Belpointe Asset Management LLC
UNCHANGED6,6276,62700%$241.9K$235.6K-$6.2K2026-11-09
Carnegie Investment Counsel
UNCHANGED6,3256,32500%$230.8K$224.9K-$5.9K2026-10-20
Financial Perspectives, Inc
UNCHANGED6,1546,15400%$224.6K$218.8K-$5.8K2026-11-03
Farther Finance Advisors, LLC
DECREASED6,0818,018-1,937-24%$292.6K$216.2K-$76.4K2026-10-08
Glenview Trust Co
UNCHANGED6,0006,00000%$218.9K$213.3K-$5.6K2026-10-28
Mirador Capital Partners LP
DECREASED5,8766,832-956-14%$249.3K$208.9K-$40.4K2026-10-09
State of Wyoming
INCREASED5,6765,506+170+3%$200.9K$201.8K+$8682026-10-28
Louisbourg Investments Inc.
UNCHANGED4,8284,82800%$176.0K$172.4K-$3.6K2026-10-20
Eastern Bank
UNCHANGED4,4994,49900%$164.2K$159.9K-$4.2K2026-10-05
Simplex Trading, LLC
DECREASED3,8474,782-935-20%$174.5K$136.8K-$37.7K2026-11-04
Sawyer & Company, Inc
UNCHANGED3,7503,75000%$136.8K$133.3K-$3.5K2026-10-21
US Bancorp \de\
UNCHANGED3,2153,21500%$117.3K$114.3K-$3.0K2026-11-05
Evermay Wealth Management LLC
UNCHANGED3,2003,20000%$116.8K$113.8K-$3.0K2026-11-05
Nvwm, LLC
UNCHANGED3,0753,07500%$112.2K$109.3K-$2.9K2026-10-14
Lanark Financial, Inc.
UNCHANGED2,9202,92000%$106.6K$103.8K-$2.7K2026-10-26
IFP Advisors, Inc
UNCHANGED2,8802,88000%$105.1K$102.4K-$2.7K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED2,8752,87500%$104.9K$102.2K-$2.7K2026-10-23
Harbour Investments, Inc.
DECREASED2,8513,372-521-15%$123.0K$101.4K-$21.7K2026-11-09
Assetmark, Inc
INCREASED2,8481,458+1,390+95%$53.2K$101.2K+$48.0K2026-10-21
StrongBox Wealth, LLC
UNCHANGED2,6662,66600%$97.3K$94.8K-$2.5K2026-11-02
Nova Financial LLC
NEW2,195—+2,195——$78.0K—2026-11-04
Pacifica Partners Inc.
UNCHANGED1,7231,72300%$63.4K$61.4K-$2.0K2026-10-09
GoalVest Advisory LLC
UNCHANGED1,6971,69700%$61.9K$60.3K-$1.6K2026-10-02
James T. Borello RIA
UNCHANGED1,5751,57500%$57.5K$56.0K-$1.5K2026-10-16
Concord Wealth Partners
UNCHANGED1,4501,45000%$52.9K$51.5K-$1.4K2026-11-02
Laurel Wealth Advisors LLC
NEW1,200—+1,200——$42.7K—2026-10-27
Nfsg Corp
INCREASED1,1831,182+1+0%$43.1K$41.9K-$1.2K2026-10-15
Bank & Trust Co
UNCHANGED1,1251,12500%$41.1K$40.0K-$1.1K2026-10-07
Princeton Global Asset Management LLC
UNCHANGED97297200%$35.5K$34.6K-$9132026-10-21
Compass Financial Management LLC
INCREASED917728+189+26%$26.6K$32.6K+$6.0K2026-10-30
Western Pacific Wealth Management, LP
UNCHANGED77277200%$28.2K$27.4K-$7252026-10-16
Strategic Advocates LLC
UNCHANGED70070000%$25.5K$24.9K-$6582026-11-03
Markowski Investments
NEW675—+675——$24.0K—2026-10-30
IFS Advisors, LLC
UNCHANGED67567500%$24.6K$24.0K-$6342026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED59859800%$21.8K$21.3K-$5632026-11-05
Spire Wealth Management
INCREASED579572+7+1%$20.9K$20.6K-$2902026-10-30
Geneos Wealth Management Inc.
UNCHANGED56256200%$20.5K$20.0K-$5282026-11-09
Indiana Trust & Investment Management Co
UNCHANGED56256200%$20.5K$20.0K-$5282026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED50050000%$18.2K$17.8K-$4702026-10-13
TD Private Client Wealth LLC
NEW490—+490——$17.4K—2026-10-28
Bell Investment Advisors, Inc
UNCHANGED46146100%$16.8K$16.4K-$4332026-10-29
Trust Co of Vermont
UNCHANGED45045000%$16.4K$16.0K-$4232026-10-21
North Point Portfolio Managers Corp
NEW425—+425——$15.1K—2026-10-07
Financial Network Wealth Advisors LLC
UNCHANGED42442400%$15.5K$15.1K-$3992026-10-28
Fifth Third Bancorp
UNCHANGED41541500%$15.1K$14.8K-$3902026-11-05
Birchbrook, Inc.
UNCHANGED34034000%$12.4K$12.1K-$3202026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED33333300%$12.2K$11.8K-$3132026-11-02
IFG Advisory, LLC
DECREASED32140,650-40,329-99%$1.5M$11.4K-$1.5M2026-11-09
Guinness Atkinson Asset Management Inc
UNCHANGED32032000%$11.7K$11.4K-$2872026-11-05
Gamma Investing LLC
UNCHANGED30330300%$11.1K$10.8K-$2842026-10-08
Chung Wu Investment Group, LLC
UNCHANGED30030000%$10.9K$10.7K-$2822026-11-03
PFS Partners, LLC
INCREASED282280+2+1%$10.2K$10.0K-$1792026-10-21
Blue Trust, Inc.
NEW280—+280——$10.0K—2026-10-15
North Star Investment Management Corp.
UNCHANGED25025000%$9.1K$8.9K-$2342026-10-27
Cape Investment Advisory, Inc.
UNCHANGED22522500%$8.2K$8.0K-$2112026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED21221200%$7.7K$7.5K-$1992026-10-23
CoreCap Advisors, LLC
DECREASED200700-500-71%$25.5K$7.1K-$18.4K2026-10-08
Archer Investment Corp
UNCHANGED14714700%$5.4K$5.2K-$1222026-11-05
JFS Wealth Advisors, LLC
UNCHANGED13213200%$4.8K$4.7K-$1242026-11-03
Central Trust Co
UNCHANGED10010000%$3.6K$3.6K-$942026-11-05
Jacobi Capital Management LLC
NEW75—+75——$2.7K—2026-11-05
Mascoma Wealth Management LLC
UNCHANGED757500%$2.7K$2.7K-$712026-10-23
Gilpin Wealth Management, LLC
DECREASED71144-73-51%$5.3K$2.5K-$2.7K2026-10-09
Smallwood Wealth Investment Management, LLC
UNCHANGED646400%$2.3K$2.3K-$602026-10-30
Toth Financial Advisory Corp
UNCHANGED505000%$1.8K$1.8K-$472026-10-08
Valley National Advisers Inc
UNCHANGED454500%$1.6K$1.6K-$432026-10-23
Quent Capital, LLC
UNCHANGED232300%$839$907+$682026-11-09
Versant Capital Management, Inc
NEW11—+11——$389—2026-10-02
Mather Group, Llc.
NEW8—+8——$284—2026-10-14
Main Street Group, LTD
UNCHANGED2200%$73$71-$22026-10-28
Elevation Point Wealth Partners, LLC
CLOSED054,138-54,138-100%$2.0M$0-$2.0M2026-11-05
HUB Investment Partners, LLC
CLOSED036,716-36,716-100%$1.3M$0-$1.3M2026-11-03
Formidable Asset Management, LLC
CLOSED021,948-21,948-100%$800.9K$0-$800.9K2026-11-03
BNB Wealth Management, LLC
CLOSED010,075-10,075-100%$367.6K$0-$367.6K2026-10-28
Cornerstone Advisory, LLC
CLOSED09,397-9,397-100%$342.9K$0-$342.9K2026-11-06
Intrua Financial, LLC
CLOSED05,726-5,726-100%$208.9K$0-$208.9K2026-10-28
Jcic Asset Management Inc.
CLOSED05,654-5,654-100%$203.5K$0-$203.5K2026-10-30
M. Kraus & Co
CLOSED05,621-5,621-100%$205.1K$0-$205.1K2026-10-20
Virtus Advisers, LLC
CLOSED02,334-2,334-100%$85.2K$0-$85.2K2026-11-09
Heritage Wealth Advisors
CLOSED0950-950-100%$34.7K$0-$34.7K2026-11-09
Institute for Wealth Management, Llc.
CLOSED0756-756-100%$27.6K$0-$27.6K2026-11-06
Creative Capital Management Investments LLC
CLOSED0712-712-100%$26.0K$0-$26.0K2026-10-28
NBT Bank, N.A.
CLOSED0450-450-100%$16.4K$0-$16.4K2026-10-21
Montag A & Associates Inc
CLOSED0160-160-100%$5.8K$0-$5.8K2026-10-29
Signaturefd, LLC
CLOSED050-50-100%$1.8K$0-$1.8K2026-10-23
Investors Research Corp
CLOSED030-30-100%$1.1K$0-$1.1K2026-10-07
Robinswood Financial LLC
CLOSED019-19-100%$693$0-$6932026-10-20
Royal Bank of Canada
N/A—51,100,221-51,100,221-100%$1.9B———
Capital World Investors
N/A—20,169,917-20,169,917-100%$736.7M———
Capital International Investors
N/A—13,310,744-13,310,744-100%$486.1M———
1832 Asset Management L.P.
N/A—7,311,207-7,311,207-100%$266.8M———
TD Asset Management Inc
N/A—7,082,905-7,082,905-100%$258.6M———
Neuberger Berman Group LLC
N/A—7,067,911-7,067,911-100%$257.9M———
Scotia Capital Inc.
N/A—6,805,105-6,805,105-100%$247.2M———
CIBC World Market Inc.
N/A—6,255,127-6,255,127-100%$228.2M———
Morgan Stanley
N/A—5,702,233-5,702,233-100%$208.1M———
Brookfield Corp
N/A—4,686,497-4,686,497-100%$171.0M———
National Bank of Canada
N/A—4,681,241-4,681,241-100%$170.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,077,153-4,077,153-100%$148.8M———
Two Sigma Investments, LP
N/A—3,409,065-3,409,065-100%$124.4M———
Toronto Dominion Bank
N/A—3,037,434-3,037,434-100%$110.8M———
CI Investments Inc.
N/A—3,023,335-3,023,335-100%$110.3M———
FIL Ltd
N/A—2,735,023-2,735,023-100%$99.9M———
Dixon Mitchell Investment Counsel Inc.
N/A—2,502,674-2,502,674-100%$91.4M———
Bank of Nova Scotia
N/A—2,476,058-2,476,058-100%$90.4M———
UBS Group AG
N/A—2,447,529-2,447,529-100%$89.3M———
Goldman Sachs Group Inc
N/A—2,160,825-2,160,825-100%$78.8M———
First Manhattan Co. Llc.
N/A—1,797,215-1,797,215-100%$65.6M———
Manufacturers Life Insurance Company, the
N/A—1,684,736-1,684,736-100%$61.4M———
Federation des caisses Desjardins du Quebec
N/A—1,293,520-1,293,520-100%$46.9M———
British Columbia Investment Management Corp
N/A—1,081,780-1,081,780-100%$39.5M———
JPMorgan Chase & Co
N/A—956,541-956,541-100%$34.9M———
Raymond James Financial Inc
N/A—950,037-950,037-100%$34.7M———
BNP Paribas Financial Markets
N/A—753,632-753,632-100%$27.5M———
Invesco Ltd.
N/A—747,931-747,931-100%$27.3M———
Guardian Capital LP
N/A—699,776-699,776-100%$25.5M———
Nicola Wealth Management Ltd.
N/A—664,700-664,700-100%$24.3M———
Mufg Securities (Canada), Ltd.
N/A—647,312-647,312-100%$23.6M———
Rathbones Group PLC
N/A—626,183-626,183-100%$22.8M———
HRT Financial LP
N/A—557,844-557,844-100%$20.4K———
Clearbridge Investments, LLC
N/A—552,140-552,140-100%$20.1M———
Aviso Financial Inc.
N/A—547,989-547,989-100%$20.0M———
Jane Street Group, LLC
N/A—520,731-520,731-100%$19.0M———
Public Sector Pension Investment Board
N/A—507,435-507,435-100%$18.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—493,300-493,300-100%$18.0M———
Sequoia Financial Advisors, LLC
N/A—472,764-472,764-100%$17.3M———
CIBC Bancorp USA Inc.
N/A—460,569-460,569-100%$16.8M———
Bank of America Corp
N/A—456,438-456,438-100%$16.7M———
Munro Partners
N/A—428,502-428,502-100%$15.6M———
Citadel Advisors LLC
N/A—414,387-414,387-100%$15.1M———
Brown Advisory Inc
N/A—390,275-390,275-100%$14.2M———
Wells Fargo & Company
N/A—352,564-352,564-100%$12.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—344,572-344,572-100%$12.6M———
Purpose Unlimited Inc.
N/A—340,175-340,175-100%$12.4M———
PCJ Investment Counsel Ltd.
N/A—295,980-295,980-100%$10.8M———
State of Wisconsin Investment Board
N/A—293,356-293,356-100%$10.7M———
State of Tennessee, Department of Treasury
N/A—267,745-267,745-100%$9.8M———
Harbor Advisory Corp
N/A—239,446-239,446-100%$8.7M———
Voleon Capital Management LP
N/A—235,860-235,860-100%$8.6M———
Ramirez Asset Management, Inc.
N/A—221,085-221,085-100%$8.1M———
Northern Trust Corp
N/A—209,727-209,727-100%$7.7M———
Rockefeller Capital Management L.P.
N/A—208,604-208,604-100%$7.6M———
Cerity Partners LLC
N/A—204,496-204,496-100%$7.5M———
Avalon Trust Co
N/A—182,083-182,083-100%$6.6M———
ArrowMark Colorado Holdings LLC
N/A—180,000-180,000-100%$6.6M———
Cannell & Spears LLC
N/A—176,136-176,136-100%$6.4M———
Ninepoint Partners LP
N/A—149,888-149,888-100%$2.5M———
Tacita Capital Inc
N/A—140,927-140,927-100%$5.1M———
MAI Capital Management
N/A—132,755-132,755-100%$4.8M———
Credit Industriel ET Commercial
N/A—129,126-129,126-100%$4.7M———
Waverly Advisors, LLC
N/A—117,668-117,668-100%$4.3M———
Franklin Resources Inc
N/A—108,746-108,746-100%$4.0M———
Northwest & Ethical Investments L.P.
N/A—104,094-104,094-100%$3.8M———
Hyperion Capital Advisors LP
N/A—96,019-96,019-100%$3.5M———
Bank of Nova Scotia Trust Co
N/A—86,270-86,270-100%$3.1M———
Captrust Financial Advisors
N/A—82,292-82,292-100%$3.0M———
Cahill Financial Advisors Inc
N/A—72,449-72,449-100%$2.6M———
Blair William & Co
N/A—71,751-71,751-100%$2.6M———
First Foundation Advisors
N/A—69,402-69,402-100%$2.5M———
GSA Capital Partners LLP
N/A—66,652-66,652-100%$2.4K———
Osaic Holdings, Inc.
N/A—66,650-66,650-100%$2.4M———
Investment Management Corp of Ontario
N/A—65,330-65,330-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—64,327-64,327-100%$2.3M———
Cetera Investment Advisers
N/A—60,978-60,978-100%$2.2M———
Fort Sheridan Advisors LLC
N/A—55,759-55,759-100%$2.0M———
Mariner, LLC
N/A—54,471-54,471-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—52,816-52,816-100%$1.9M———
Cbre Investment Management Listed Real Assets LLC
N/A—50,000-50,000-100%$1.8M———
Ameriprise Financial Inc
N/A—47,056-47,056-100%$1.7M———
&partners
N/A—43,379-43,379-100%$1.6M———
Empire Financial Management Company, LLC
N/A—43,279-43,279-100%$1.6M———
Focus Partners Wealth
N/A—39,184-39,184-100%$1.4M———
Chelsea Counsel Co
N/A—39,150-39,150-100%$1.4M———
Peapack Gladstone Financial Corp
N/A—36,828-36,828-100%$1.3K———
JT Stratford LLC
N/A—35,018-35,018-100%$1.3M———
K.J. Harrison & Partners Inc
N/A—34,928-34,928-100%$1.3M———
FMR LLC
N/A—34,924-34,924-100%$1.3M———
Texas Yale Capital Corp.
N/A—34,635-34,635-100%$1.3M———
Private Advisor Group, LLC
N/A—34,336-34,336-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—32,967-32,967-100%$1.2M———
Qube Research & Technologies Ltd
N/A—32,916-32,916-100%$1.2M———
MRP Capital Investments, LLC
N/A—29,475-29,475-100%$1.1M———
K2 Principal Fund, L.P.
N/A—27,400-27,400-100%$999.8K———
Mercer Global Advisors Inc
N/A—26,373-26,373-100%$962.4K———
Callahan Advisors, LLC
N/A—25,225-25,225-100%$920.5K———
Janney Montgomery Scott LLC
N/A—23,517-23,517-100%$858———
Avenir Corp
N/A—23,071-23,071-100%$841.9K———
Envestnet Asset Management Inc
N/A—22,886-22,886-100%$835.1K———
Tidal Investments LLC
N/A—21,948-21,948-100%$800.9K———
Stifel Financial Corp
N/A—20,584-20,584-100%$751.1K———
Prosperity Consulting Group, LLC
N/A—19,227-19,227-100%$701.6K———
Select Equity Group, L.P.
N/A—19,213-19,213-100%$701.1K———
Alpine Global Management, LLC
N/A—19,105-19,105-100%$697.1K———
SCS Capital Management LLC
N/A—17,805-17,805-100%$649.7K———
Novak & Powell Financial Services, Inc.
N/A—17,300-17,300-100%$631.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,973-15,973-100%$582.9K———
Advisors Asset Management, Inc.
N/A—13,964-13,964-100%$509.5K———
Stratos Wealth Partners, Ltd.
N/A—13,805-13,805-100%$503.8K———
Quantinno Capital Management LP
N/A—13,536-13,536-100%$493.9K———
Summit Financial, LLC
N/A—13,067-13,067-100%$476.8K———
Cresset Asset Management, LLC
N/A—12,912-12,912-100%$471.1K———
Jones Financial Companies Lllp
N/A—12,827-12,827-100%$469.5K———
Arkadios Wealth Advisors
N/A—12,769-12,769-100%$466.0K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—12,156-12,156-100%$444.1K———
Ameritas Advisory Services, LLC
N/A—11,680-11,680-100%$426.2K———
United Capital Financial Advisors, LLC
N/A—11,392-11,392-100%$415.7K———
Capital International, Inc.
N/A—11,160-11,160-100%$407.6K———
EP Wealth Advisors, LLC
N/A—11,078-11,078-100%$404.2K———
Hillsdale Investment Management Inc.
N/A—10,965-10,965-100%$400.1K———
MML Investors Services, LLC
N/A—10,842-10,842-100%$395.6K———
PFG Investments, LLC
N/A—10,455-10,455-100%$381.5K———
Pathstone Holdings, LLC
N/A—10,422-10,422-100%$380.3K———
MidFirst Bank
N/A—9,750-9,750-100%$355.8K———
Strategic Wealth Partners, Ltd.
N/A—9,174-9,174-100%$334.8K———
Tower Research Capital LLC (TRC)
N/A—9,117-9,117-100%$332.7K———
QRG Capital Management, Inc.
N/A—8,721-8,721-100%$318.2K———
One Capital Management, LLC
N/A—8,701-8,701-100%$314.3K———
Commerce Bank
N/A—8,583-8,583-100%$313.2K———
NewEdge Advisors, LLC
N/A—8,478-8,478-100%$309.4K———
Integrated Wealth Concepts LLC
N/A—8,419-8,419-100%$307.2K———
Choate Investment Advisors
N/A—8,325-8,325-100%$303.8K———
Kingsview Wealth Management, LLC
N/A—8,180-8,180-100%$298.5K———
Stratos Wealth Advisors, LLC
N/A—7,996-7,996-100%$291.8K———
Vanguard Personalized Indexing Management, LLC
N/A—7,701-7,701-100%$281.0K———
Empower Advisory Group, LLC
N/A—7,071-7,071-100%$258.0K———
Tyche Wealth Partners LLC
N/A—6,814-6,814-100%$248.6K———
Rehmann Capital Advisory Group
N/A—6,774-6,774-100%$247.2K———
Wealthspire Advisors, LLC
N/A—6,517-6,517-100%$237.8K———
Hancock Whitney Corp
N/A—6,409-6,409-100%$233.9K———
Vision Retirement, LLC
N/A—6,118-6,118-100%$223.3K———
SG Americas Securities, LLC
N/A—5,920-5,920-100%$216———
Virtus Investment Advisers, LLC
N/A—5,386-5,386-100%$196.5K———
UBS Asset Management Americas LLC
N/A—5,317-5,317-100%$194.0K———
Anchor Investment Management, LLC
N/A—4,725-4,725-100%$172.4K———
Capital Analysts, LLC
N/A—4,400-4,400-100%$161———
Delta Asset Management LLC
N/A—3,767-3,767-100%$137.5K———
BlackRock, Inc.
N/A—3,640-3,640-100%$132.8K———
HHM Wealth Advisors, LLC
N/A—3,464-3,464-100%$126.4K———
Northwestern Mutual Wealth Management Co
N/A—3,291-3,291-100%$120.1K———
Crewe Advisors LLC
N/A—2,277-2,277-100%$83.1K———
Global Retirement Partners, LLC
N/A—2,238-2,238-100%$81.7K———
Arax Advisory Partners
N/A—2,188-2,188-100%$79.8K———
Colonial Trust Co / SC
N/A—2,025-2,025-100%$73.9K———
Truvestments Capital LLC
N/A—1,500-1,500-100%$54.7K———
Wellington-Altus USA Inc.
N/A—1,452-1,452-100%$61.6K———
Westfuller Advisors, LLC
N/A—1,376-1,376-100%$50.2K———
BFC Planning, Inc.
N/A—1,133-1,133-100%$41.3K———
Allied Private Wealth LLC
N/A—1,000-1,000-100%$37.4K———
Huntington National Bank
N/A—804-804-100%$29.3K———
Atlantic Union Bankshares Corp
N/A—675-675-100%$24.6K———
Ancora Advisors LLCA
N/A—625-625-100%$22.8K———
Bartlett & Co. Wealth Management LLC
N/A—585-585-100%$21.3K———
Prestige Wealth Management Group LLC
N/A—355-355-100%$13.0K———
Fiduciary Financial Advisors
N/A—300-300-100%$10.9K———
Smartleaf Asset Management LLC
N/A—300-300-100%$10.9K———
Medallion Wealth Advisors, LLC
N/A—300-300-100%$10.9K———
Ameriflex Group, Inc.
N/A—150-150-100%$5.5K———
SHP Wealth Management
N/A—100-100-100%$3.6K———
Showing 369 of 369 institutions