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Brookfield Renewable Partner (BEPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares7,442,593 from 10,232,351
Change-2,789,758 (-27%)
Value$209.4M (-$145.9M)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares3,383,319 from 3,470,804
Change-87,485 (-3%)
Value$95.4M (-$24.7M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares1,334,163 from 1,014,548
Change+319,615 (+32%)
Value$38.2M (+$2.2M)
Filed 2026-11-03
Intact Investment Management Inc.
INCREASED
Shares1,218,947 from 690,047
Change+528,900 (+77%)
Value$34.3M (+$10.4M)
Filed 2026-11-03
Oak Grove Capital LLC
INCREASED
Shares1,202,100 from 699,800
Change+502,300 (+72%)
Value$33.8M (+$9.5M)
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares1,125,447 from 1,072,131
Change+53,316 (+5%)
Value$32.0M (-$5.0M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares1,000,841 from 933,587
Change+67,254 (+7%)
Value$28.3M (-$4.1M)
Filed 2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED
Shares407,511 from 422,025
Change-14,514 (-3%)
Value$16.3K (-$4.4K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares341,845 from 343,045
Change-1,200 (0%)
Value$9.6M (-$2.3M)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
DECREASED
Shares328,308 from 336,133
Change-7,825 (-2%)
Value$9.3K (-$2.4K)
Filed 2026-11-04
Eagle Global Advisors LLC
DECREASED
Shares274,370 from 290,400
Change-16,030 (-6%)
Value$7.7M (-$2.4M)
Filed 2026-11-02
Rempart Asset Management Inc.
UNCHANGED
Shares265,247 from 265,247
Change0 (0%)
Value$9.2M ($0)
Filed 2026-10-20
First Trust Capital Management L.P.
NEW
Shares201,820
Change+201,820
Value$5.7M
Filed 2026-11-06
Guardian Partners Inc.
NEW
Shares167,244
Change+167,244
Value$4.7M
Filed 2026-10-21
Barclays PLC
INCREASED
Shares153,612 from 1,241
Change+152,371 (+12278%)
Value$4.3M (+$4.3M)
Filed 2026-11-06
Walnut Private Equity Partners, LLC
UNCHANGED
Shares131,804 from 131,804
Change0 (0%)
Value$3.7M (-$868.6K)
Filed 2026-10-14
Gold Investment Management Ltd.
INCREASED
Shares110,904 from 107,215
Change+3,689 (+3%)
Value$3.1M (-$592.9K)
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares97,305 from 81,445
Change+15,860 (+19%)
Value$2.7M (-$76.3K)
Filed 2026-11-06
Epiq Partners, LLC
DECREASED
Shares89,075 from 90,149
Change-1,074 (-1%)
Value$2.5M (-$624.3K)
Filed 2026-10-07
Edgemoor Investment Advisors, Inc.
INCREASED
Shares84,558 from 79,102
Change+5,456 (+7%)
Value$2.4M (-$367.8K)
Filed 2026-11-03
BCV Asset Management Inc.
INCREASED
Shares75,442 from 67,889
Change+7,553 (+11%)
Value$2.1M (-$227.4K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares74,103 from 64,566
Change+9,537 (+15%)
Value$2.1M (-$157.1K)
Filed 2026-11-06
Sky Investment Group LLC
NEW
Shares71,600
Change+71,600
Value$2.0M
Filed 2026-10-30
SFE Investment Counsel
DECREASED
Shares58,547 from 64,135
Change-5,588 (-9%)
Value$1.6M (-$579.9K)
Filed 2026-10-29
MacKenzie Financial Corp
DECREASED
Shares55,763 from 59,245
Change-3,482 (-6%)
Value$1.6M (-$1.3M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares50,688 from 37,975
Change+12,713 (+33%)
Value$1.4M (+$107.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,717 from 39,680
Change-5,963 (-15%)
Value$949 (-$429)
Filed 2026-11-02
Natural Investments, LLC
UNCHANGED
Shares32,860 from 32,860
Change0 (0%)
Value$924.7K (+$923.5K)
Filed 2026-11-06
Everett Harris & Co
INCREASED
Shares30,080 from 30,000
Change+80 (+0%)
Value$846.5K (-$195.4K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
DECREASED
Shares28,901 from 29,397
Change-496 (-2%)
Value$816.4K (-$201.0K)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares27,068 from 26,566
Change+502 (+2%)
Value$775.5K (-$78.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares27,068 from 26,566
Change+502 (+2%)
Value$775.5K (-$78.1K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares25,108 from 24,989
Change+119 (+0%)
Value$706.5K (-$161.3K)
Filed 2026-11-02
Walter Public Investments Inc.
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$647.3K (-$149.1K)
Filed 2026-11-05
Sage Investment Counsel LLC
UNCHANGED
Shares21,925 from 21,925
Change0 (0%)
Value$617.0K (-$144.5K)
Filed 2026-10-26
Silver Lake Advisory, LLC
UNCHANGED
Shares20,175 from 20,175
Change0 (0%)
Value$567.7K (-$133.0K)
Filed 2026-10-22
Brighton Jones LLC
NEW
Shares18,098
Change+18,098
Value$509.3K
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares17,928 from 17,354
Change+574 (+3%)
Value$504.5K (-$98.2K)
Filed 2026-10-23
Natixis
INCREASED
Shares16,995 from 16,841
Change+154 (+1%)
Value$478.2K (-$106.6K)
Filed 2026-11-06
Pacifica Partners Inc.
INCREASED
Shares12,395 from 12,095
Change+300 (+2%)
Value$351.5K (-$56.9K)
Filed 2026-10-09
Burford Brothers, Inc.
UNCHANGED
Shares11,472 from 11,472
Change0 (0%)
Value$322.8K (-$75.6K)
Filed 2026-10-21
Triasima Portfolio Management inc.
NEW
Shares11,130
Change+11,130
Value$314.2K
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares11,095 from 6,421
Change+4,674 (+73%)
Value$316.7K (+$104.3K)
Filed 2026-10-27
Waterfront Wealth Inc.
UNCHANGED
Shares10,637 from 10,637
Change0 (0%)
Value$301.2K (-$42.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares9,944 from 9,073
Change+871 (+10%)
Value$279.8K (-$35.3K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares9,600 from 9,599
Change+1 (+0%)
Value$270.1K (-$63.2K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares9,379 from 10,635
Change-1,256 (-12%)
Value$263.9K (-$105.4K)
Filed 2026-11-04
Salem Investment Counselors Inc
UNCHANGED
Shares9,262 from 9,262
Change0 (0%)
Value$260.6K (-$61.0K)
Filed 2026-10-13
Geode Capital Management, LLC
DECREASED
Shares9,092 from 9,776
Change-684 (-7%)
Value$364.4K (-$116.4K)
Filed 2026-11-06
Clearstead Trust, LLC
UNCHANGED
Shares8,866 from 8,866
Change0 (0%)
Value$249.5K (-$58.4K)
Filed 2026-11-06
Aspiriant, LLC
UNCHANGED
Shares8,561 from 8,561
Change0 (0%)
Value$240.9K (-$56.4K)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares8,356 from 8,356
Change0 (0%)
Value$235.1K (-$55.1K)
Filed 2026-11-04
Fiera Capital Corp
NEW
Shares7,650
Change+7,650
Value$215.7K
Filed 2026-11-06
Baskin Financial Services Inc.
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$211 (-$49)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares7,285 from 4,895
Change+2,390 (+49%)
Value$253.0K (+$83.0K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED
Shares7,201 from 7,201
Change0 (0%)
Value$202.6K (-$47.5K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$180.5K (-$41.8K)
Filed 2026-10-22
Deutsche Bank Ag\
NEW
Shares6,276
Change+6,276
Value$176.6K
Filed 2026-11-06
Chilton Capital Management LLC
UNCHANGED
Shares5,895 from 5,895
Change0 (0%)
Value$165.9K (-$38.8K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares5,734 from 5,733
Change+1 (+0%)
Value$161.4K (-$37.7K)
Filed 2026-11-06
UMB Private Wealth Management, LLC
NEW
Shares5,475
Change+5,475
Value$154.1K
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares4,741
Change+4,741
Value$133.4K
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,974 from 3,974
Change0 (0%)
Value$111.8K (-$26.2K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares3,550 from 5,550
Change-2,000 (-36%)
Value$99.9K (-$92.9K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares3,362 from 3,284
Change+78 (+2%)
Value$94.6K (-$19.4K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares2,460 from 1,703
Change+757 (+44%)
Value$69.2K (+$10.1K)
Filed 2026-10-08
Madden Securities Corp
NEW
Shares2,125
Change+2,125
Value$59.8K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$59.7K (-$14.0K)
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$59.1K (-$13.8K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$57.9K (-$13.4K)
Filed 2026-10-26
Hilltop National Bank
INCREASED
Shares2,030 from 1,830
Change+200 (+11%)
Value$57.1K (-$6.4K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares1,800
Change+1,800
Value$50.7K
Filed 2026-10-21
Central Trust Co
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$47.8K (-$11.2K)
Filed 2026-11-05
Kelleher Financial Advisors
INCREASED
Shares1,561 from 1,013
Change+548 (+54%)
Value$43.9K (+$8.8K)
Filed 2026-10-30
Financial Freedom, LLC
NEW
Shares1,268
Change+1,268
Value$35.7K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares1,075 from 93
Change+982 (+1056%)
Value$30.3K (+$27.0K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.1K (-$6.6K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$26.7K (-$6.3K)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$26.5K (-$6.2K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares839 from 450
Change+389 (+86%)
Value$23.6K (+$8.7K)
Filed 2026-10-30
Y.D. More Investments Ltd
INCREASED
Shares810 from 690
Change+120 (+17%)
Value$39.1K (+$4.6K)
Filed 2026-11-02
Independence Bank of Kentucky
NEW
Shares750
Change+750
Value$21.2K
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$19.0K (-$4.4K)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$17.5K (-$4.1K)
Filed 2026-10-16
TD Private Client Wealth LLC
NEW
Shares599
Change+599
Value$16.9K
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares465 from 462
Change+3 (+1%)
Value$13.1K (-$3.0K)
Filed 2026-10-23
First Community Trust NA
NEW
Shares400
Change+400
Value$11.3K
Filed 2026-10-07
EverSource Wealth Advisors, LLC
NEW
Shares325
Change+325
Value$9.1K
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.4K (-$2.0K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$8.4K (-$2.0K)
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.6K (-$1.3K)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.6K (-$1.3K)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$5.3K (+$5.3K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$4.9K (-$1.1K)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.2K (-$988)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares142
Change+142
Value$4.0K
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$3.8K (-$896)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$3.6K (-$850)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares100
Change+100
Value$2.8K
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.8K (-$659)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.6K (-$600)
Filed 2026-10-09
Nisa Investment Advisors, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$2.1K (-$500)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares75 from 43
Change+32 (+74%)
Value$2.1K (+$623)
Filed 2026-10-08
Nvwm, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.9K (-$451)
Filed 2026-10-14
Mather Group, Llc.
NEW
Shares60
Change+60
Value$1.7K
Filed 2026-10-14
West Branch Capital LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.4K (-$336)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
NEW
Shares25
Change+25
Value$1
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$711 (-$157)
Filed 2026-10-06
Center for Financial Planning, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$619 (-$146)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$338 (-$79)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$281 (-$66)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares3
Change+3
Value$85
Filed 2026-10-27
Waratah Capital Advisors Ltd.
CLOSED
Shares0 from 388,000
Change-388,000 (-100%)
Value$0 (-$13.5M)
Filed 2026-11-06
Nightview Capital, LLC
CLOSED
Shares0 from 172,167
Change-172,167 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 36,015
Change-36,015 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
MGO One Seven LLC
CLOSED
Shares0 from 10,723
Change-10,723 (-100%)
Value$0 (-$372.4K)
Filed 2026-10-28
Balboa Wealth Partners
CLOSED
Shares0 from 7,554
Change-7,554 (-100%)
Value$0 (-$262.4K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 6,951
Change-6,951 (-100%)
Value$0 (-$242.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 6,938
Change-6,938 (-100%)
Value$0 (-$240.9K)
Filed 2026-11-05
A. D. Beadell Investment Counsel, Inc.
CLOSED
Shares0 from 6,788
Change-6,788 (-100%)
Value$0 (-$235)
Filed 2026-10-14
KCM Investment Advisors LLC
CLOSED
Shares0 from 6,649
Change-6,649 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 6,555
Change-6,555 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-04
Lido Advisors, LLC
CLOSED
Shares0 from 6,281
Change-6,281 (-100%)
Value$0 (-$218.2K)
Filed 2026-11-04
Jcic Asset Management Inc.
CLOSED
Shares0 from 3,039
Change-3,039 (-100%)
Value$0 (-$98.9K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-13
Pittenger & Anderson Inc
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-15
Gen-Wealth Partners Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$729)
Filed 2026-11-04
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$347)
Filed 2026-10-20
Brookfield Corp
N/A
Shares— from 81,306,719
Change-81,306,719 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,093,939
Change-15,093,939 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,149,658
Change-8,149,658 (-100%)
Value—
FIL Ltd
N/A
Shares— from 7,616,731
Change-7,616,731 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,797,319
Change-6,797,319 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 4,706,519
Change-4,706,519 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,834,560
Change-3,834,560 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,041,490
Change-3,041,490 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,003,137
Change-3,003,137 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,789,259
Change-2,789,259 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,745,280
Change-2,745,280 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,219,312
Change-2,219,312 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,017,453
Change-2,017,453 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,010,658
Change-2,010,658 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,955,423
Change-1,955,423 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,697,893
Change-1,697,893 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,400,731
Change-1,400,731 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 935,316
Change-935,316 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 902,926
Change-902,926 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 780,705
Change-780,705 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 760,299
Change-760,299 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 756,757
Change-756,757 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 710,619
Change-710,619 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 658,811
Change-658,811 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 596,554
Change-596,554 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 591,888
Change-591,888 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 574,669
Change-574,669 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 507,717
Change-507,717 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 475,615
Change-475,615 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 404,122
Change-404,122 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 380,045
Change-380,045 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 325,247
Change-325,247 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 300,891
Change-300,891 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 271,760
Change-271,760 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 271,327
Change-271,327 (-100%)
Value—
Commerce Bank
N/A
Shares— from 231,375
Change-231,375 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 209,834
Change-209,834 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 198,536
Change-198,536 (-100%)
Value—
Northern Right Capital Management, L.P.
N/A
Shares— from 179,871
Change-179,871 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 159,894
Change-159,894 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 145,380
Change-145,380 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 142,079
Change-142,079 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 122,930
Change-122,930 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 108,580
Change-108,580 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 88,757
Change-88,757 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 79,344
Change-79,344 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 73,445
Change-73,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 73,334
Change-73,334 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 72,954
Change-72,954 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 68,436
Change-68,436 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 66,585
Change-66,585 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 65,400
Change-65,400 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 55,512
Change-55,512 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 49,350
Change-49,350 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 48,242
Change-48,242 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 47,700
Change-47,700 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 46,324
Change-46,324 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 45,509
Change-45,509 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 44,775
Change-44,775 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 43,247
Change-43,247 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 42,861
Change-42,861 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42,339
Change-42,339 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 38,878
Change-38,878 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 36,999
Change-36,999 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,132
Change-35,132 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 32,453
Change-32,453 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,085
Change-28,085 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,126
Change-27,126 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 26,780
Change-26,780 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,991
Change-23,991 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 22,839
Change-22,839 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 22,291
Change-22,291 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,124
Change-21,124 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 20,949
Change-20,949 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,392
Change-17,392 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Ketron Financial
N/A
Shares— from 11,292
Change-11,292 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10,798
Change-10,798 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 10,225
Change-10,225 (-100%)
Value—
EFG International AG
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
S&CO Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Mirova
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,118
Change-9,118 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,476
Change-7,476 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
&partners
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Corient IA LP
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,760
Change-5,760 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 354
Change-354 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
FMR LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Principal Financial Group Inc
DECREASED7,442,59310,232,351-2,789,758-27%$355.4M$209.4M-$145.9M2026-11-02
CIBC Asset Management Inc
DECREASED3,383,3193,470,804-87,485-3%$120.1M$95.4M-$24.7M2026-11-05
AGF Management LTD
INCREASED1,334,1631,014,548+319,615+32%$36.0M$38.2M+$2.2M2026-11-03
Intact Investment Management Inc.
INCREASED1,218,947690,047+528,900+77%$23.9M$34.3M+$10.4M2026-11-03
Oak Grove Capital LLC
INCREASED1,202,100699,800+502,300+72%$24.3M$33.8M+$9.5M2026-10-09
TD Waterhouse Canada Inc.
INCREASED1,125,4471,072,131+53,316+5%$36.9M$32.0M-$5.0M2026-10-16
Citigroup Inc
INCREASED1,000,841933,587+67,254+7%$32.4M$28.3M-$4.1M2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED407,511422,025-14,514-3%$20.8K$16.3K-$4.4K2026-10-28
Davenport & Co LLC
DECREASED341,845343,045-1,2000%$11.9M$9.6M-$2.3M2026-10-14
Beutel, Goodman & Co Ltd.
DECREASED328,308336,133-7,825-2%$11.7K$9.3K-$2.4K2026-11-04
Eagle Global Advisors LLC
DECREASED274,370290,400-16,030-6%$10.1M$7.7M-$2.4M2026-11-02
Rempart Asset Management Inc.
UNCHANGED265,247265,24700%$9.2M$9.2M$02026-10-20
First Trust Capital Management L.P.
NEW201,820—+201,820——$5.7M—2026-11-06
Guardian Partners Inc.
NEW167,244—+167,244——$4.7M—2026-10-21
Barclays PLC
INCREASED153,6121,241+152,371+12278%$43.1K$4.3M+$4.3M2026-11-06
Walnut Private Equity Partners, LLC
UNCHANGED131,804131,80400%$4.6M$3.7M-$868.6K2026-10-14
Gold Investment Management Ltd.
INCREASED110,904107,215+3,689+3%$3.7M$3.1M-$592.9K2026-10-19
Russell Investments Group, Ltd.
INCREASED97,30581,445+15,860+19%$2.8M$2.7M-$76.3K2026-11-06
Epiq Partners, LLC
DECREASED89,07590,149-1,074-1%$3.1M$2.5M-$624.3K2026-10-07
Edgemoor Investment Advisors, Inc.
INCREASED84,55879,102+5,456+7%$2.7M$2.4M-$367.8K2026-11-03
BCV Asset Management Inc.
INCREASED75,44267,889+7,553+11%$2.4M$2.1M-$227.4K2026-11-06
LPL Financial LLC
INCREASED74,10364,566+9,537+15%$2.2M$2.1M-$157.1K2026-11-06
Sky Investment Group LLC
NEW71,600—+71,600——$2.0M—2026-10-30
SFE Investment Counsel
DECREASED58,54764,135-5,588-9%$2.2M$1.6M-$579.9K2026-10-29
MacKenzie Financial Corp
DECREASED55,76359,245-3,482-6%$2.9M$1.6M-$1.3M2026-11-02
HB Wealth Management, LLC
INCREASED50,68837,975+12,713+33%$1.3M$1.4M+$107.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED33,71739,680-5,963-15%$1.4K$949-$4292026-11-02
Natural Investments, LLC
UNCHANGED32,86032,86000%$1.1K$924.7K+$923.5K2026-11-06
Everett Harris & Co
INCREASED30,08030,000+80+0%$1.0M$846.5K-$195.4K2026-10-28
Cardinal Point Capital Management ULC
DECREASED28,90129,397-496-2%$1.0M$816.4K-$201.0K2026-10-21
Diversify Wealth Management, LLC
INCREASED27,06826,566+502+2%$853.6K$775.5K-$78.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED27,06826,566+502+2%$853.6K$775.5K-$78.1K2026-10-20
Commonwealth Equity Services, LLC
INCREASED25,10824,989+119+0%$867.9K$706.5K-$161.3K2026-11-02
Walter Public Investments Inc.
UNCHANGED23,00023,00000%$796.4K$647.3K-$149.1K2026-11-05
Sage Investment Counsel LLC
UNCHANGED21,92521,92500%$761.5K$617.0K-$144.5K2026-10-26
Silver Lake Advisory, LLC
UNCHANGED20,17520,17500%$700.7K$567.7K-$133.0K2026-10-22
Brighton Jones LLC
NEW18,098—+18,098——$509.3K—2026-11-03
Apollon Wealth Management, LLC
INCREASED17,92817,354+574+3%$602.7K$504.5K-$98.2K2026-10-23
Natixis
INCREASED16,99516,841+154+1%$584.9K$478.2K-$106.6K2026-11-06
Pacifica Partners Inc.
INCREASED12,39512,095+300+2%$408.4K$351.5K-$56.9K2026-10-09
Burford Brothers, Inc.
UNCHANGED11,47211,47200%$398.4K$322.8K-$75.6K2026-10-21
Triasima Portfolio Management inc.
NEW11,130—+11,130——$314.2K—2026-10-15
Chicago Partners Investment Group LLC
INCREASED11,0956,421+4,674+73%$212.3K$316.7K+$104.3K2026-10-27
Waterfront Wealth Inc.
UNCHANGED10,63710,63700%$343.9K$301.2K-$42.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED9,9449,073+871+10%$315.1K$279.8K-$35.3K2026-11-02
Sowell Financial Services LLC
INCREASED9,6009,599+1+0%$333.4K$270.1K-$63.2K2026-10-23
Keybank National Association
DECREASED9,37910,635-1,256-12%$369.4K$263.9K-$105.4K2026-11-04
Salem Investment Counselors Inc
UNCHANGED9,2629,26200%$321.7K$260.6K-$61.0K2026-10-13
Geode Capital Management, LLC
DECREASED9,0929,776-684-7%$480.8K$364.4K-$116.4K2026-11-06
Clearstead Trust, LLC
UNCHANGED8,8668,86600%$307.9K$249.5K-$58.4K2026-11-06
Aspiriant, LLC
UNCHANGED8,5618,56100%$297.3K$240.9K-$56.4K2026-10-16
Warren Street Wealth Advisors, LLC
UNCHANGED8,3568,35600%$290.2K$235.1K-$55.1K2026-11-04
Fiera Capital Corp
NEW7,650—+7,650——$215.7K—2026-11-06
Baskin Financial Services Inc.
UNCHANGED7,5007,50000%$260$211-$492026-10-19
Allworth Financial LP
INCREASED7,2854,895+2,390+49%$170.0K$253.0K+$83.0K2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED7,2017,20100%$250.1K$202.6K-$47.5K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED6,4106,41000%$222.3K$180.5K-$41.8K2026-10-22
Deutsche Bank Ag\
NEW6,276—+6,276——$176.6K—2026-11-06
Chilton Capital Management LLC
UNCHANGED5,8955,89500%$204.7K$165.9K-$38.8K2026-10-28
Clearstead Advisors, LLC
INCREASED5,7345,733+1+0%$199.1K$161.4K-$37.7K2026-11-06
UMB Private Wealth Management, LLC
NEW5,475—+5,475——$154.1K—2026-10-19
Simplex Trading, LLC
NEW4,741—+4,741——$133.4K—2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED3,9743,97400%$138.0K$111.8K-$26.2K2026-10-13
PNC Financial Services Group, Inc.
DECREASED3,5505,550-2,000-36%$192.8K$99.9K-$92.9K2026-11-06
Lanark Financial, Inc.
INCREASED3,3623,284+78+2%$114.1K$94.6K-$19.4K2026-10-26
Gamma Investing LLC
INCREASED2,4601,703+757+44%$59.1K$69.2K+$10.1K2026-10-08
Madden Securities Corp
NEW2,125—+2,125——$59.8K—2026-10-27
Triumph Capital Management
UNCHANGED2,1202,12000%$73.6K$59.7K-$14.0K2026-10-14
Evermay Wealth Management LLC
UNCHANGED2,1002,10000%$72.9K$59.1K-$13.8K2026-11-05
First Bancorp, Inc
UNCHANGED2,0572,05700%$71.3K$57.9K-$13.4K2026-10-26
Hilltop National Bank
INCREASED2,0301,830+200+11%$63.6K$57.1K-$6.4K2026-10-14
Root Financial Partners, LLC
NEW1,800—+1,800——$50.7K—2026-10-21
Central Trust Co
UNCHANGED1,7001,70000%$59.0K$47.8K-$11.2K2026-11-05
Kelleher Financial Advisors
INCREASED1,5611,013+548+54%$35.2K$43.9K+$8.8K2026-10-30
Financial Freedom, LLC
NEW1,268—+1,268——$35.7K—2026-11-06
Fifth Third Bancorp
INCREASED1,07593+982+1056%$3.2K$30.3K+$27.0K2026-11-05
Jnba Financial Advisors
UNCHANGED1,0001,00000%$34.7K$28.1K-$6.6K2026-11-03
US Bancorp \de\
UNCHANGED95095000%$33.0K$26.7K-$6.3K2026-11-05
Valley National Advisers Inc
UNCHANGED94094000%$32.6K$26.5K-$6.2K2026-10-23
Compass Financial Management LLC
INCREASED839450+389+86%$14.9K$23.6K+$8.7K2026-10-30
Y.D. More Investments Ltd
INCREASED810690+120+17%$34.5K$39.1K+$4.6K2026-11-02
Independence Bank of Kentucky
NEW750—+750——$21.2K—2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED67567500%$23.4K$19.0K-$4.4K2026-10-23
IFP Advisors, Inc
UNCHANGED62162100%$21.6K$17.5K-$4.1K2026-10-16
TD Private Client Wealth LLC
NEW599—+599——$16.9K—2026-10-28
Signaturefd, LLC
INCREASED465462+3+1%$16.1K$13.1K-$3.0K2026-10-23
First Community Trust NA
NEW400—+400——$11.3K—2026-10-07
EverSource Wealth Advisors, LLC
NEW325—+325——$9.1K—2026-11-04
Caldwell Trust Co
UNCHANGED30030000%$10.4K$8.4K-$2.0K2026-10-30
Spire Wealth Management
UNCHANGED29729700%$10.3K$8.4K-$2.0K2026-10-30
Birchbrook, Inc.
UNCHANGED20020000%$6.9K$5.6K-$1.3K2026-10-14
SJS Investment Consulting Inc.
UNCHANGED20020000%$6.9K$5.6K-$1.3K2026-10-26
Coston, McIsaac & Partners
UNCHANGED19019000%$6$5.3K+$5.3K2026-11-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED17417400%$6.0K$4.9K-$1.1K2026-10-15
Financial Perspectives, Inc
UNCHANGED15015000%$5.2K$4.2K-$9882026-11-03
Next Level Wealth Planning, LLC
NEW142—+142——$4.0K—2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED13613600%$4.7K$3.8K-$8962026-11-03
Assetmark, Inc
UNCHANGED12912900%$4.5K$3.6K-$8502026-10-21
Jacobi Capital Management LLC
NEW100—+100——$2.8K—2026-11-05
Larson Financial Group LLC
UNCHANGED10010000%$3.5K$2.8K-$6592026-11-05
Gilpin Wealth Management, LLC
UNCHANGED919100%$3.2K$2.6K-$6002026-10-09
Nisa Investment Advisors, LLC
UNCHANGED767600%$2.6K$2.1K-$5002026-10-20
Farther Finance Advisors, LLC
INCREASED7543+32+74%$1.5K$2.1K+$6232026-10-08
Nvwm, LLC
UNCHANGED686800%$2.4K$1.9K-$4512026-10-14
Mather Group, Llc.
NEW60—+60——$1.7K—2026-10-14
West Branch Capital LLC
UNCHANGED515100%$1.8K$1.4K-$3362026-10-20
Hazlett, Burt & Watson, Inc.
NEW25—+25——$1—2026-11-04
Byrne Asset Management LLC
UNCHANGED252500%$868$711-$1572026-10-06
Center for Financial Planning, Inc.
UNCHANGED222200%$765$619-$1462026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED121200%$417$338-$792026-10-15
Parallel Advisors, LLC
UNCHANGED101000%$347$281-$662026-11-03
Laurel Wealth Advisors LLC
NEW3—+3——$85—2026-10-27
Waratah Capital Advisors Ltd.
CLOSED0388,000-388,000-100%$13.5M$0-$13.5M2026-11-06
Nightview Capital, LLC
CLOSED0172,167-172,167-100%$6.0M$0-$6.0M2026-10-20
Exchange Traded Concepts, LLC
CLOSED036,015-36,015-100%$1.3M$0-$1.3M2026-10-28
MGO One Seven LLC
CLOSED010,723-10,723-100%$372.4K$0-$372.4K2026-10-28
Balboa Wealth Partners
CLOSED07,554-7,554-100%$262.4K$0-$262.4K2026-10-20
B. Riley Wealth Advisors, Inc.
CLOSED06,951-6,951-100%$242.6K$0-$242.6K2026-10-13
J.W. Cole Advisors, Inc.
CLOSED06,938-6,938-100%$240.9K$0-$240.9K2026-11-05
A. D. Beadell Investment Counsel, Inc.
CLOSED06,788-6,788-100%$235$0-$2352026-10-14
KCM Investment Advisors LLC
CLOSED06,649-6,649-100%$230.9K$0-$230.9K2026-10-27
Cornerstone Wealth Management, LLC
CLOSED06,555-6,555-100%$227.6K$0-$227.6K2026-11-04
Lido Advisors, LLC
CLOSED06,281-6,281-100%$218.2K$0-$218.2K2026-11-04
Jcic Asset Management Inc.
CLOSED03,039-3,039-100%$98.9K$0-$98.9K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0168-168-100%$5.8K$0-$5.8K2026-10-14
Gill Capital Partners, LLC
CLOSED064-64-100%$2.2K$0-$2.2K2026-10-13
Pittenger & Anderson Inc
CLOSED060-60-100%$2.1K$0-$2.1K2026-11-02
Institute for Wealth Management, Llc.
CLOSED050-50-100%$1.7K$0-$1.7K2026-11-06
Founders Capital Management
CLOSED047-47-100%$1.6K$0-$1.6K2026-10-13
AdvisorNet Financial, Inc
CLOSED042-42-100%$1.4K$0-$1.4K2026-10-15
Gen-Wealth Partners Inc
CLOSED021-21-100%$729$0-$7292026-11-04
Wilkerson Advisory Group LLC
CLOSED010-10-100%$347$0-$3472026-10-20
Brookfield Corp
N/A—81,306,719-81,306,719-100%$2.8B———
Royal Bank of Canada
N/A—15,093,939-15,093,939-100%$524.2M———
Bank of Montreal
N/A—8,149,658-8,149,658-100%$282.3M———
FIL Ltd
N/A—7,616,731-7,616,731-100%$264.1M———
Morgan Stanley
N/A—6,797,319-6,797,319-100%$236.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—4,706,519-4,706,519-100%$162.9M———
UBS Group AG
N/A—3,834,560-3,834,560-100%$133.2M———
TD Asset Management Inc
N/A—3,041,490-3,041,490-100%$105.4M———
Scotia Capital Inc.
N/A—3,003,137-3,003,137-100%$103.8M———
CIBC World Market Inc.
N/A—2,789,259-2,789,259-100%$96.6M———
National Bank of Canada
N/A—2,745,280-2,745,280-100%$94.5M———
Picton Mahoney Asset Management
N/A—2,219,312-2,219,312-100%$76.7M———
Goldman Sachs Group Inc
N/A—2,017,453-2,017,453-100%$70.1M———
Manufacturers Life Insurance Company, the
N/A—2,010,658-2,010,658-100%$69.6M———
State of Wisconsin Investment Board
N/A—1,955,423-1,955,423-100%$67.9M———
Ameriprise Financial Inc
N/A—1,697,893-1,697,893-100%$59.0M———
JPMorgan Chase & Co
N/A—1,400,731-1,400,731-100%$48.9M———
Bank of Nova Scotia
N/A—935,316-935,316-100%$32.4M———
1832 Asset Management L.P.
N/A—902,926-902,926-100%$31.4M———
Bowen Hanes & Co Inc
N/A—780,705-780,705-100%$25.5M———
CIBC Bancorp USA Inc.
N/A—760,299-760,299-100%$26.4M———
First Trust Advisors LP
N/A—756,757-756,757-100%$26.3M———
Toronto Dominion Bank
N/A—710,619-710,619-100%$24.6M———
Federation des caisses Desjardins du Quebec
N/A—658,811-658,811-100%$22.7M———
Invesco Ltd.
N/A—596,554-596,554-100%$20.7M———
British Columbia Investment Management Corp
N/A—591,888-591,888-100%$20.5M———
Clearbridge Investments, LLC
N/A—574,669-574,669-100%$20.0M———
Rockefeller Capital Management L.P.
N/A—507,717-507,717-100%$17.6M———
Purpose Unlimited Inc.
N/A—475,615-475,615-100%$16.5M———
Advisors Capital Management, LLC
N/A—404,122-404,122-100%$14.0M———
BNP Paribas Financial Markets
N/A—380,045-380,045-100%$13.2M———
Alberta Investment Management Corp
N/A—325,247-325,247-100%$11.3M———
Citadel Advisors LLC
N/A—300,891-300,891-100%$10.4M———
Jane Street Group, LLC
N/A—271,760-271,760-100%$9.4M———
Bank of America Corp
N/A—271,327-271,327-100%$9.4M———
Commerce Bank
N/A—231,375-231,375-100%$8.0M———
First Manhattan Co. Llc.
N/A—209,834-209,834-100%$7.3M———
Sequoia Financial Advisors, LLC
N/A—198,536-198,536-100%$6.9M———
Northern Right Capital Management, L.P.
N/A—179,871-179,871-100%$6.2M———
Whitebox Advisors LLC
N/A—170,000-170,000-100%$5.9M———
Groupe la Francaise
N/A—159,894-159,894-100%$5.6M———
Northwest & Ethical Investments L.P.
N/A—145,380-145,380-100%$5.1M———
Raymond James Financial Inc
N/A—142,079-142,079-100%$4.9M———
Credit Industriel ET Commercial
N/A—122,930-122,930-100%$4.3M———
Tacita Capital Inc
N/A—108,580-108,580-100%$3.8M———
Alpine Global Management, LLC
N/A—100,000-100,000-100%$3.5M———
MAI Capital Management
N/A—88,757-88,757-100%$3.1M———
Brown Advisory Inc
N/A—79,344-79,344-100%$2.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—73,445-73,445-100%$2.5M———
Cetera Investment Advisers
N/A—73,334-73,334-100%$2.5M———
SCS Capital Management LLC
N/A—72,954-72,954-100%$2.5M———
Fort Sheridan Advisors LLC
N/A—68,436-68,436-100%$2.4M———
Sanctuary Advisors, LLC
N/A—66,585-66,585-100%$2.3M———
K2 Principal Fund, L.P.
N/A—65,400-65,400-100%$2.3M———
K.J. Harrison & Partners Inc
N/A—55,512-55,512-100%$1.9M———
Texas Yale Capital Corp.
N/A—49,350-49,350-100%$1.7M———
PFG Investments, LLC
N/A—48,242-48,242-100%$1.7M———
Sumitomo Life Insurance Co
N/A—47,700-47,700-100%$1.7M———
Arkadios Wealth Advisors
N/A—46,324-46,324-100%$1.6M———
SOA Wealth Advisors, Llc.
N/A—45,509-45,509-100%$45.5K———
Deltroit Asset Management (UK) LLP
N/A—44,775-44,775-100%$1.6M———
Neuberger Berman Group LLC
N/A—43,247-43,247-100%$1.5M———
HighTower Advisors, LLC
N/A—42,861-42,861-100%$1.5M———
Wells Fargo & Company
N/A—42,339-42,339-100%$1.5M———
SIG North Trading, ULC
N/A—38,878-38,878-100%$1.4M———
Stifel Financial Corp
N/A—37,073-37,073-100%$1.3M———
Northern Trust Corp
N/A—36,999-36,999-100%$1.3M———
Arax Advisory Partners
N/A—35,132-35,132-100%$1.2M———
Investment Management Corp of Ontario
N/A—32,453-32,453-100%$1.1M———
PenderFund Capital Management Ltd.
N/A—30,000-30,000-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—29,950-29,950-100%$1.0M———
Osaic Holdings, Inc.
N/A—28,085-28,085-100%$975.5K———
Mariner, LLC
N/A—27,126-27,126-100%$942.1K———
Evelyn Partners Group Ltd
N/A—26,780-26,780-100%$927.7K———
HRT Financial LP
N/A—23,991-23,991-100%$833———
Captrust Financial Advisors
N/A—22,839-22,839-100%$793.2K———
Van Eck Associates Corp
N/A—22,291-22,291-100%$774.2K———
Pathstone Holdings, LLC
N/A—21,124-21,124-100%$733.6K———
Baldwin Investment Management, LLC
N/A—20,949-20,949-100%$727.6K———
Adalta Capital Management LLC
N/A—18,601-18,601-100%$646.0K———
Blair William & Co
N/A—17,392-17,392-100%$604.0K———
Public Sector Pension Investment Board
N/A—14,128-14,128-100%$489.1K———
Tyche Wealth Partners LLC
N/A—13,450-13,450-100%$467.1K———
WealthTrust Axiom LLC
N/A—13,425-13,425-100%$466.3K———
Insigneo Advisory Services, LLC
N/A—12,775-12,775-100%$443.7K———
Strategic Wealth Partners, Ltd.
N/A—12,681-12,681-100%$440.4K———
Wealth Care LLC
N/A—12,591-12,591-100%$437.3K———
Beacon Investment Advisors LLC
N/A—12,254-12,254-100%$425.6K———
Guardian Capital LP
N/A—11,992-11,992-100%$415.4K———
Bank of Nova Scotia Trust Co
N/A—11,632-11,632-100%$404.0K———
Ketron Financial
N/A—11,292-11,292-100%$392.2K———
Stratos Wealth Partners, Ltd.
N/A—10,954-10,954-100%$380.5K———
Bessemer Group Inc
N/A—10,798-10,798-100%$375———
Peak6 LLC
N/A—10,538-10,538-100%$366.0K———
American Trust Investment Advisors, LLC
N/A—10,225-10,225-100%$355.1K———
EFG International AG
N/A—10,207-10,207-100%$355.8K———
S&CO Inc
N/A—10,000-10,000-100%$347———
Zevin Asset Management LLC
N/A—9,483-9,483-100%$329.3K———
Mirova
N/A—9,322-9,322-100%$323.8K———
Foundations Investment Advisors, LLC
N/A—9,118-9,118-100%$316.7K———
Envestnet Asset Management Inc
N/A—8,105-8,105-100%$281.5K———
Franklin Resources Inc
N/A—7,924-7,924-100%$275.0K———
Cannell & Spears LLC
N/A—7,720-7,720-100%$268.1K———
Janney Montgomery Scott LLC
N/A—7,476-7,476-100%$260———
Advisory Services Network, LLC
N/A—7,375-7,375-100%$256.1K———
Dempze Nancy E
N/A—7,250-7,250-100%$251.8K———
&partners
N/A—7,032-7,032-100%$244.2K———
Cresset Asset Management, LLC
N/A—7,031-7,031-100%$244.2K———
Corient IA LP
N/A—6,670-6,670-100%$231.6K———
Jones Financial Companies Lllp
N/A—6,325-6,325-100%$223.1K———
Kiley Juergens Wealth Management, LLC
N/A—6,000-6,000-100%$208.4K———
ArrowMark Colorado Holdings LLC
N/A—6,000-6,000-100%$208.4K———
M&T Bank Corp
N/A—5,857-5,857-100%$203.4K———
Fiduciary Trust Co
N/A—5,760-5,760-100%$200.0K———
Monetary Management Group Inc
N/A—4,000-4,000-100%$138.9K———
Wellington-Altus USA Inc.
N/A—3,500-3,500-100%$114.2K———
Global Retirement Partners, LLC
N/A—2,240-2,240-100%$77.8K———
Tower Research Capital LLC (TRC)
N/A—2,202-2,202-100%$76.5K———
Avalon Trust Co
N/A—2,000-2,000-100%$69.5K———
Steward Partners Investment Advisory, LLC
N/A—1,490-1,490-100%$51.7K———
Huntington National Bank
N/A—1,073-1,073-100%$37.3K———
Millstone Evans Group, LLC
N/A—1,065-1,065-100%$37.0K———
IFG Advisory, LLC
N/A—1,018-1,018-100%$35.4K———
NewEdge Advisors, LLC
N/A—945-945-100%$32.8K———
Medallion Wealth Advisors, LLC
N/A—900-900-100%$31.3K———
Vision Retirement, LLC
N/A—666-666-100%$23.1K———
UBS Asset Management Americas LLC
N/A—600-600-100%$20.8K———
Ameriflex Group, Inc.
N/A—500-500-100%$17.4K———
Continuum Advisory, LLC
N/A—382-382-100%$13.3K———
Heritage Wealth Advisors
N/A—354-354-100%$12.3K———
Caldwell Sutter Capital, Inc.
N/A—318-318-100%$11.0K———
Harbour Investments, Inc.
N/A—278-278-100%$9.7K———
Frazier Financial Advisors, LLC
N/A—270-270-100%$9.4K———
Group One Trading LLC
N/A—267-267-100%$9.3K———
Tidemark, LLC
N/A—225-225-100%$7.8K———
Ameritas Advisory Services, LLC
N/A—148-148-100%$5.1K———
Capital Analysts, LLC
N/A—139-139-100%$5———
Rialto Wealth Management, LLC
N/A—82-82-100%$2.8K———
FMR LLC
N/A—37-37-100%$1.3K———
Swan Capital LLC
N/A—30-30-100%$1.0K———
Roble, Belko & Company, Inc
N/A—13-13-100%$0———
BlackRock, Inc.
N/A—8-8-100%$278———
Showing 274 of 274 institutions