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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FMR LLC
INCREASED
Shares6,594,248 from 5,271,321
Change+1,322,927 (+25%)
Value$1.1B (+$205.3M)
Filed 2026-11-10
Greenhaven Associates Inc
DECREASED
Shares3,069,015 from 3,100,615
Change-31,600 (-1%)
Value$521.7M (-$16.9M)
Filed 2026-10-26
Principal Financial Group Inc
DECREASED
Shares2,937,402 from 2,950,974
Change-13,572 (0%)
Value$499.3M (-$13.3M)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares1,672,536 from 1,270,230
Change+402,306 (+32%)
Value$284.3M (+$63.7M)
Filed 2026-11-04
Trinity Street Asset Management LLP
DECREASED
Shares1,487,375 from 1,535,462
Change-48,087 (-3%)
Value$252.8M (-$13.9M)
Filed 2026-10-16
Equity Investment Corp
DECREASED
Shares823,608 from 888,875
Change-65,267 (-7%)
Value$140.0M (-$14.4M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares800,456 from 802,415
Change-1,959 (0%)
Value$136.1K (-$3.3K)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares505,249 from 599,198
Change-93,949 (-16%)
Value$85.9M (-$18.2M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares421,165 from 394,362
Change+26,803 (+7%)
Value$71.6M (+$3.1M)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED
Shares376,440 from 366,477
Change+9,963 (+3%)
Value$64.0M (+$330.3K)
Filed 2026-10-28
Voya Investment Management LLC
INCREASED
Shares351,134 from 289,918
Change+61,216 (+21%)
Value$59.7M (+$9.3M)
Filed 2026-11-10
Eldred Rock Partners, LLC
INCREASED
Shares135,223 from 134,248
Change+975 (+1%)
Value$23.0M (-$333.7K)
Filed 2026-10-13
Geode Capital Management, LLC
INCREASED
Shares102,421 from 98,639
Change+3,782 (+4%)
Value$17.4M (+$276.0K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares97,999 from 97,601
Change+398 (+0%)
Value$16.7M (-$295.4K)
Filed 2026-11-09
Acadian Asset Management LLC
NEW
Shares88,627
Change+88,627
Value$15.0K
Filed 2026-11-09
Farmers & Merchants Investments Inc
DECREASED
Shares80,009 from 82,928
Change-2,919 (-4%)
Value$13.6M (-$804.7K)
Filed 2026-10-22
Parthenon LLC
INCREASED
Shares79,603 from 78,653
Change+950 (+1%)
Value$13.5M (-$131.1K)
Filed 2026-10-22
Handelsbanken Fonder AB
INCREASED
Shares73,917 from 71,817
Change+2,100 (+3%)
Value$12.6K (+$90)
Filed 2026-11-09
Firetrail Investments PTY LTD
DECREASED
Shares69,124 from 69,624
Change-500 (-1%)
Value$11.8M (-$223.3K)
Filed 2026-11-05
Muhlenkamp & Co Inc
INCREASED
Shares67,038 from 66,337
Change+701 (+1%)
Value$11.4M (-$127.6K)
Filed 2026-11-10
State of Michigan Retirement System
DECREASED
Shares65,070 from 85,070
Change-20,000 (-24%)
Value$11.1M (-$3.7M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares52,155 from 41,766
Change+10,389 (+25%)
Value$8.4M (+$1.2M)
Filed 2026-11-04
Amundi
INCREASED
Shares48,870 from 41,428
Change+7,442 (+18%)
Value$8.3M (+$1.1M)
Filed 2026-11-06
Blair William & Co
INCREASED
Shares43,011 from 9,048
Change+33,963 (+375%)
Value$7.3M (+$5.7M)
Filed 2026-11-10
Sendero Wealth Management, LLC
DECREASED
Shares40,207 from 45,382
Change-5,175 (-11%)
Value$6.8M (-$1.0M)
Filed 2026-10-14
Gateway Investment Advisers LLC
DECREASED
Shares35,137 from 53,557
Change-18,420 (-34%)
Value$6.0M (-$3.3M)
Filed 2026-10-13
Swedbank AB
NEW
Shares34,600
Change+34,600
Value$5.9M
Filed 2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares32,682 from 32,682
Change0 (0%)
Value$5.6M (-$121.6K)
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED
Shares32,288 from 35,096
Change-2,808 (-8%)
Value$5.5K (-$608)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
INCREASED
Shares27,373 from 26,986
Change+387 (+1%)
Value$4.7M (-$34.6K)
Filed 2026-11-02
Motley Fool Asset Management LLC
DECREASED
Shares27,132 from 27,738
Change-606 (-2%)
Value$4.6M (-$206.2K)
Filed 2026-10-27
Buckhead Capital Management LLC
INCREASED
Shares25,591 from 25,373
Change+218 (+1%)
Value$4.4M (-$57.7K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares25,315 from 45,440
Change-20,125 (-44%)
Value$4.3M (-$3.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares25,003 from 29,216
Change-4,213 (-14%)
Value$4.3M (-$824.8K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares24,179 from 10,344
Change+13,835 (+134%)
Value$4.1M (+$2.3M)
Filed 2026-11-04
Vela Investment Management, LLC
INCREASED
Shares22,597 from 12,192
Change+10,405 (+85%)
Value$3.8M (+$1.7M)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares22,565 from 4,820
Change+17,745 (+368%)
Value$3.8M (+$3.0M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares21,350 from 21,944
Change-594 (-3%)
Value$3.6M (-$182.5K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares20,762 from 20,683
Change+79 (+0%)
Value$3.5M (-$63.5K)
Filed 2026-10-29
Inspire Investing, LLC
INCREASED
Shares18,625 from 17,182
Change+1,443 (+8%)
Value$3.2M (+$181.4K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares17,689 from 17,939
Change-250 (-1%)
Value$3.0M (-$109.2K)
Filed 2026-10-22
Squarepoint Ops LLC
DECREASED
Shares14,933 from 33,000
Change-18,067 (-55%)
Value$2.5M (-$3.2M)
Filed 2026-11-09
Thor Investment Management Inc
INCREASED
Shares14,115 from 13,272
Change+843 (+6%)
Value$2.4M (+$93.9K)
Filed 2026-10-13
Banque de Luxembourg S.A.
INCREASED
Shares13,846 from 13,280
Change+566 (+4%)
Value$2.4M (+$46.8K)
Filed 2026-10-14
State of Wyoming
DECREASED
Shares13,173 from 22,228
Change-9,055 (-41%)
Value$2.2M (-$1.6M)
Filed 2026-10-28
Riverwater Partners LLC
NEW
Shares13,016
Change+13,016
Value$2.2M
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares12,773 from 19,819
Change-7,046 (-36%)
Value$2.2M (-$1.3M)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares12,693 from 11,617
Change+1,076 (+9%)
Value$2.2M (+$139.7K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares12,498 from 11,579
Change+919 (+8%)
Value$2.1M (+$113.1K)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares12,171 from 16,161
Change-3,990 (-25%)
Value$2.1M (-$738.4K)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares11,881 from 11,055
Change+826 (+7%)
Value$2.0M (+$99.3K)
Filed 2026-10-29
Professional Financial Advisors, LLC
NEW
Shares11,529
Change+11,529
Value$2.0M
Filed 2026-10-13
Foyston, Gordon & Payne Inc
DECREASED
Shares11,393 from 11,484
Change-91 (-1%)
Value$1.9M (-$58.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares10,688 from 10,374
Change+314 (+3%)
Value$1.8M (+$14.8K)
Filed 2026-10-08
Victory Capital Management Inc
NEW
Shares9,780
Change+9,780
Value$1.7M
Filed 2026-11-10
Motco
INCREASED
Shares9,401 from 9,353
Change+48 (+1%)
Value$1.6M (-$26.6K)
Filed 2026-11-09
MacKenzie Financial Corp
DECREASED
Shares9,362 from 16,454
Change-7,092 (-43%)
Value$1.6M (-$1.3M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares9,284 from 8,790
Change+494 (+6%)
Value$1.6M (+$51.3K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares8,778 from 8,636
Change+142 (+2%)
Value$1.5M (-$8.0K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,387 from 8,311
Change+76 (+1%)
Value$1.4K (-$18)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares8,002 from 9,149
Change-1,147 (-13%)
Value$1.4M (-$229.0K)
Filed 2026-10-30
HighTower Advisors, LLC
INCREASED
Shares7,976 from 6,284
Change+1,692 (+27%)
Value$1.4M (+$264.3K)
Filed 2026-11-10
Welch & Forbes LLC
DECREASED
Shares7,903 from 8,655
Change-752 (-9%)
Value$1.3M (-$160.0K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED
Shares7,309 from 7,167
Change+142 (+2%)
Value$1.2M (-$2.5K)
Filed 2026-10-30
Highland Capital Management, LLC
INCREASED
Shares6,818 from 6,718
Change+100 (+1%)
Value$1.2M (-$8.0K)
Filed 2026-10-26
Tributary Capital Management, LLC
DECREASED
Shares6,072 from 6,752
Change-680 (-10%)
Value$1.0M (-$140.7K)
Filed 2026-10-28
Henshaw Capital LLC
INCREASED
Shares6,056 from 4,500
Change+1,556 (+35%)
Value$1.0M (+$247.8K)
Filed 2026-11-03
1900 Wealth Management LLC
UNCHANGED
Shares5,744 from 5,744
Change0 (0%)
Value$976.4K (-$21.4K)
Filed 2026-10-13
Westover Capital Advisors, LLC
DECREASED
Shares5,378 from 5,381
Change-3 (0%)
Value$914.2K (-$20.4K)
Filed 2026-10-26
Pullen Investment Management, LLC
NEW
Shares5,336
Change+5,336
Value$907.1K
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares5,290 from 5,270
Change+20 (+0%)
Value$899.3K (-$16.2K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares5,259 from 4,634
Change+625 (+13%)
Value$894.0K (+$89.0K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares5,239 from 5,241
Change-2 (0%)
Value$890.6K (-$19.8K)
Filed 2026-10-21
Pavaki Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$850.0K (-$18.6K)
Filed 2026-10-26
Sterling Capital Management LLC
DECREASED
Shares4,960 from 5,329
Change-369 (-7%)
Value$843.2K (-$82.6K)
Filed 2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares4,639 from 4,583
Change+56 (+1%)
Value$788.6K (-$7.5K)
Filed 2026-11-09
Malaga Cove Capital, LLC
INCREASED
Shares4,499 from 3,692
Change+807 (+22%)
Value$764.8K (+$123.4K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
DECREASED
Shares4,315 from 4,810
Change-495 (-10%)
Value$733.5K (-$102.0K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares4,005 from 4,023
Change-18 (0%)
Value$680.9K (-$17.9K)
Filed 2026-11-02
Nwam LLC
INCREASED
Shares3,830 from 3,824
Change+6 (+0%)
Value$651.1K (-$13.2K)
Filed 2026-11-09
Huntington National Bank
DECREASED
Shares3,692 from 3,856
Change-164 (-4%)
Value$627.6K (-$42.2K)
Filed 2026-11-10
New Wave Wealth Advisors LLC
DECREASED
Shares3,490 from 3,731
Change-241 (-6%)
Value$573.5K (-$74.6K)
Filed 2026-10-19
Verdence Capital Advisors LLC
NEW
Shares3,360
Change+3,360
Value$571.2K
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares3,346 from 3,196
Change+150 (+5%)
Value$568.6K (+$13.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares3,280 from 3,808
Change-528 (-14%)
Value$557.6K (-$103.9K)
Filed 2026-11-02
Advisortrust Partners, LLC
DECREASED
Shares3,137 from 3,230
Change-93 (-3%)
Value$533.3K (-$27.8K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares3,034 from 3,124
Change-90 (-3%)
Value$515.8K (-$26.9K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares2,947 from 2,921
Change+26 (+1%)
Value$501.0K (-$6.4K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares2,936 from 36,482
Change-33,546 (-92%)
Value$499.1K (-$5.8M)
Filed 2026-10-16
Allegheny Financial Group
DECREASED
Shares2,850 from 3,716
Change-866 (-23%)
Value$484.5K (-$161.0K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares2,814 from 2,389
Change+425 (+18%)
Value$455.4K (+$40.5K)
Filed 2026-10-20
CIBC Asset Management Inc
DECREASED
Shares2,719 from 4,929
Change-2,210 (-45%)
Value$462.2K (-$394.0K)
Filed 2026-11-05
William Blair Investment Management, LLC
INCREASED
Shares2,718 from 2,589
Change+129 (+5%)
Value$462.0K (+$12.3K)
Filed 2026-11-06
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares2,665 from 2,588
Change+77 (+3%)
Value$453.0K (+$3.5K)
Filed 2026-11-09
Axxion S.A.
INCREASED
Shares2,591 from 2,300
Change+291 (+13%)
Value$440.4K (+$40.9K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares2,356 from 3,336
Change-980 (-29%)
Value$400.5K (-$179.0K)
Filed 2026-10-28
Pinnacle Associates LTD
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$380.8K (-$8.3K)
Filed 2026-10-20
Legacy Advisors, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$374.0K (-$8.2K)
Filed 2026-10-19
Savant Capital, LLC
NEW
Shares2,181
Change+2,181
Value$370.7K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,133 from 2,065
Change+68 (+3%)
Value$350.8K (+$4.4K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
DECREASED
Shares1,923 from 2,123
Change-200 (-9%)
Value$316.1K (-$52.6K)
Filed 2026-10-13
Henry James International Management Inc.
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$318.9K (-$7.0K)
Filed 2026-10-14
Trust Point Inc.
DECREASED
Shares1,869 from 2,028
Change-159 (-8%)
Value$317.7K (-$34.6K)
Filed 2026-10-27
Avantax Planning Partners, Inc.
DECREASED
Shares1,762 from 1,992
Change-230 (-12%)
Value$299.5K (-$46.5K)
Filed 2026-11-03
Investment Insight Wealth Management, LLC
DECREASED
Shares1,704 from 2,247
Change-543 (-24%)
Value$289.6K (-$100.7K)
Filed 2026-10-30
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$259.7K (-$5.7K)
Filed 2026-10-21
Simplify Asset Management Inc.
DECREASED
Shares1,495 from 1,499
Change-4 (0%)
Value$254.1K (-$6.3K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares1,478 from 1,453
Change+25 (+2%)
Value$256.7K (+$4.3K)
Filed 2026-11-06
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$249.0K (-$5.5K)
Filed 2026-10-16
Bessemer Group Inc
INCREASED
Shares1,435 from 1,235
Change+200 (+16%)
Value$244 (+$30)
Filed 2026-11-09
M&T Bank Corp
DECREASED
Shares1,435 from 1,542
Change-107 (-7%)
Value$244.4K (-$23.9K)
Filed 2026-11-10
AlphaCentric Advisors LLC
INCREASED
Shares1,432 from 1,390
Change+42 (+3%)
Value$243.4K (+$2.0K)
Filed 2026-11-03
Gibbs Wealth Management
NEW
Shares1,380
Change+1,380
Value$234.6K
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares1,377 from 1,362
Change+15 (+1%)
Value$234.1K (-$2.5K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares1,360 from 1,378
Change-18 (-1%)
Value$231.2K (-$8.2K)
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$231.2K (-$5.1K)
Filed 2026-11-05
Nuveen, LLC
NEW
Shares1,309
Change+1,309
Value$137.0K
Filed 2026-11-10
Hardy Reed LLC
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$206.0K (-$4.5K)
Filed 2026-11-06
Portside Wealth Group, LLC
NEW
Shares1,211
Change+1,211
Value$205.9K
Filed 2026-10-20
Pettee Investors, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$204.0K (-$4.5K)
Filed 2026-11-09
Grove Bank & Trust
INCREASED
Shares910 from 866
Change+44 (+5%)
Value$154.7K (+$4.3K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares908 from 1,132
Change-224 (-20%)
Value$154.4K (-$42.3K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares840 from 533
Change+307 (+58%)
Value$142.8K (+$50.2K)
Filed 2026-11-06
Global Retirement Partners, LLC
DECREASED
Shares751 from 817
Change-66 (-8%)
Value$127.7K (-$14.3K)
Filed 2026-11-10
Spire Wealth Management
INCREASED
Shares713 from 613
Change+100 (+16%)
Value$121.2K (+$14.7K)
Filed 2026-10-30
Miller Global Investments, LLC
DECREASED
Shares627 from 2,292
Change-1,665 (-73%)
Value$106.6K (-$291.6K)
Filed 2026-10-02
UMB Bank, n.a.
DECREASED
Shares617 from 1,718
Change-1,101 (-64%)
Value$104.9K (-$193.6K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares586 from 616
Change-30 (-5%)
Value$99.6K (-$7.4K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares575 from 561
Change+14 (+3%)
Value$97.8K (+$291)
Filed 2026-11-03
Smithfield Trust Co
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$94 (-$3)
Filed 2026-11-09
Bangor Savings Bank
DECREASED
Shares530 from 598
Change-68 (-11%)
Value$90.1K (-$13.8K)
Filed 2026-10-06
Signaturefd, LLC
INCREASED
Shares405 from 388
Change+17 (+4%)
Value$68.8K (+$1.4K)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$66.5K (-$1.5K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
INCREASED
Shares323 from 303
Change+20 (+7%)
Value$54.9K (+$2.3K)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
INCREASED
Shares285 from 129
Change+156 (+121%)
Value$48.4K (+$26.0K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares237
Change+237
Value$40.4K
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares236 from 281
Change-45 (-16%)
Value$40.1K (-$8.7K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares221 from 267
Change-46 (-17%)
Value$37.6K (-$8.8K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares201
Change+201
Value$34.2K
Filed 2026-10-21
Security National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$34.0K (-$744)
Filed 2026-10-26
Bayforest Capital Ltd
NEW
Shares198
Change+198
Value$33.7K
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$27 ($0)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.5K (-$558)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$25.3K (-$554)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares145 from 129
Change+16 (+12%)
Value$24.6K (+$2.2K)
Filed 2026-10-16
J.Safra Asset Management Corp
INCREASED
Shares140 from 85
Change+55 (+65%)
Value$23.8K (+$9.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares133 from 126
Change+7 (+6%)
Value$22.6K (+$722)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$21.1K (-$461)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares117 from 25
Change+92 (+368%)
Value$19.0K (+$14.6K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$18.2K (-$398)
Filed 2026-10-14
Livelsberger Financial Advisory
NEW
Shares102
Change+102
Value$17.3K
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares102 from 111
Change-9 (-8%)
Value$17.3K (-$1.9K)
Filed 2026-10-13
Citizens National Bank Trust Department
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$17.0K (+$8.3K)
Filed 2026-11-04
Walsh & Associates, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.0K (-$372)
Filed 2026-11-09
KFG LLC
NEW
Shares85
Change+85
Value$14.4K
Filed 2026-11-02
Geneos Wealth Management Inc.
NEW
Shares76
Change+76
Value$12.9K
Filed 2026-11-09
Hantz Financial Services, Inc.
DECREASED
Shares75 from 117
Change-42 (-36%)
Value$13 (-$7)
Filed 2026-11-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$10.2K (-$223)
Filed 2026-10-07
KBC Group NV
INCREASED
Shares51 from 44
Change+7 (+16%)
Value$9 (+$1)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares50
Change+50
Value$8.5K
Filed 2026-10-27
Bogart Wealth, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$7.3K (-$160)
Filed 2026-11-10
Fortitude Family Office, LLC
INCREASED
Shares42 from 23
Change+19 (+83%)
Value$7.1K (+$3.1K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares31 from 161
Change-130 (-81%)
Value$5.3K (-$22.7K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares31 from 18
Change+13 (+72%)
Value$5.3K (+$2.1K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.1K (-$111)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares25 from 70
Change-45 (-64%)
Value$4.3K (-$7.9K)
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares20 from 9
Change+11 (+122%)
Value$3.4K (+$1.8K)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3 ($0)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.2K (-$70)
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.2K (-$70)
Filed 2026-10-02
Maryland Capital Advisors Inc.
INCREASED
Shares17 from 16
Change+1 (+6%)
Value$2.9K (+$110)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.9K (-$64)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares13 from 8
Change+5 (+63%)
Value$2.2K (+$820)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares13 from 12
Change+1 (+8%)
Value$2.2K (+$125)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$2.0K (-$219)
Filed 2026-10-29
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (-$45)
Filed 2026-11-09
Center for Financial Planning, Inc.
NEW
Shares8
Change+8
Value$1.4K
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$1.4K (+$317)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (-$30)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (-$26)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares6
Change+6
Value$1.0K
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (-$22)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (-$23)
Filed 2026-10-29
Oakworth Capital, Inc.
NEW
Shares5
Change+5
Value$850
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares5 from 92
Change-87 (-95%)
Value$850 (-$15.1K)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares4 from 7
Change-3 (-43%)
Value$680 (-$536)
Filed 2026-10-22
Pacifica Partners Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$647 (-$45)
Filed 2026-10-09
Alerus Financial NA
DECREASED
Shares3 from 48
Change-45 (-94%)
Value$510 (-$7.8K)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$486 (+$310)
Filed 2026-10-27
SJS Investment Consulting Inc.
DECREASED
Shares2 from 5
Change-3 (-60%)
Value$340 (-$529)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$170 (-$4)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$170 (-$4)
Filed 2026-11-05
Rakuten Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$170 (-$4)
Filed 2026-11-02
Fisher Funds Management LTD
CLOSED
Shares0 from 149,726
Change-149,726 (-100%)
Value$0 (-$26.0M)
Filed 2026-10-13
Quartz Partners, LLC
CLOSED
Shares0 from 33,352
Change-33,352 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-03
Banque Pictet & CIE SA
CLOSED
Shares0 from 12,018
Change-12,018 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
ASO Group Ltd
CLOSED
Shares0 from 5,482
Change-5,482 (-100%)
Value$0 (-$952)
Filed 2026-11-05
Sara-Bay Financial
CLOSED
Shares0 from 3,128
Change-3,128 (-100%)
Value$0 (-$543.4K)
Filed 2026-10-21
CenterBook Partners LP
CLOSED
Shares0 from 2,630
Change-2,630 (-100%)
Value$0 (-$456.9K)
Filed 2026-11-02
Virtus Family Office LLC
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-30
Mission Wealth Management, LP
CLOSED
Shares0 from 1,318
Change-1,318 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
CLOSED
Shares0 from 1,223
Change-1,223 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-16
LOS Angeles Capital Management LLC
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$65.1K)
Filed 2026-11-10
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-16
StrongBox Wealth, LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-02
West Paces Advisors Inc.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-13
Rossby Financial, LCC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-05
Park Place Capital Corp
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-09
Whipplewood Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-20
Navigoe, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
James T. Borello RIA
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$174)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Harbour Investments, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$20 (-$1)
Filed 2026-11-09
Artisan Partners Limited Partnership
N/A
Shares— from 8,636,406
Change-8,636,406 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,320,054
Change-5,320,054 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,264,236
Change-5,264,236 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 4,468,146
Change-4,468,146 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 3,153,308
Change-3,153,308 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,105,171
Change-2,105,171 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 2,048,087
Change-2,048,087 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,620,730
Change-1,620,730 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,378,196
Change-1,378,196 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,357,143
Change-1,357,143 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,242,639
Change-1,242,639 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 1,199,600
Change-1,199,600 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,194,860
Change-1,194,860 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,185,774
Change-1,185,774 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,106,056
Change-1,106,056 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 979,596
Change-979,596 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 961,665
Change-961,665 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 902,185
Change-902,185 (-100%)
Value—
Lyrical Asset Management LP
N/A
Shares— from 881,179
Change-881,179 (-100%)
Value—
Norges Bank
N/A
Shares— from 820,998
Change-820,998 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 771,084
Change-771,084 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 720,261
Change-720,261 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 606,523
Change-606,523 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 585,200
Change-585,200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 546,437
Change-546,437 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 534,935
Change-534,935 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 503,099
Change-503,099 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 481,208
Change-481,208 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 450,717
Change-450,717 (-100%)
Value—
State Street Corp
N/A
Shares— from 437,853
Change-437,853 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 414,192
Change-414,192 (-100%)
Value—
Bamco Inc
N/A
Shares— from 376,805
Change-376,805 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 374,800
Change-374,800 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 365,945
Change-365,945 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 327,184
Change-327,184 (-100%)
Value—
Eagle Health Investments LP
N/A
Shares— from 308,143
Change-308,143 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 294,439
Change-294,439 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 285,137
Change-285,137 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 246,018
Change-246,018 (-100%)
Value—
Perry Creek Capital LP
N/A
Shares— from 245,000
Change-245,000 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 231,237
Change-231,237 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 229,796
Change-229,796 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 224,665
Change-224,665 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 202,339
Change-202,339 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 194,618
Change-194,618 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 194,040
Change-194,040 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 191,976
Change-191,976 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 188,000
Change-188,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 175,440
Change-175,440 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 153,981
Change-153,981 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 148,573
Change-148,573 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 140,160
Change-140,160 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 136,482
Change-136,482 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 134,842
Change-134,842 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 133,841
Change-133,841 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 122,943
Change-122,943 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 119,181
Change-119,181 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 116,939
Change-116,939 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 114,280
Change-114,280 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 113,407
Change-113,407 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 106,275
Change-106,275 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 104,335
Change-104,335 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 98,100
Change-98,100 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 97,118
Change-97,118 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 88,186
Change-88,186 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 86,720
Change-86,720 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 83,333
Change-83,333 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 75,794
Change-75,794 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 69,698
Change-69,698 (-100%)
Value—
Arvin Capital Management LP
N/A
Shares— from 64,820
Change-64,820 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 62,839
Change-62,839 (-100%)
Value—
Khrom Capital Management LLC
N/A
Shares— from 61,900
Change-61,900 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 54,575
Change-54,575 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 53,631
Change-53,631 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 52,381
Change-52,381 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 48,671
Change-48,671 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 48,483
Change-48,483 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 48,182
Change-48,182 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 47,127
Change-47,127 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 46,479
Change-46,479 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 45,843
Change-45,843 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 45,011
Change-45,011 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 43,319
Change-43,319 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 39,507
Change-39,507 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 38,937
Change-38,937 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 38,857
Change-38,857 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,502
Change-37,502 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 34,478
Change-34,478 (-100%)
Value—
Circumference Group LLC
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,838
Change-33,838 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 32,396
Change-32,396 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,508
Change-31,508 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 30,294
Change-30,294 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 29,145
Change-29,145 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 26,270
Change-26,270 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,667
Change-25,667 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 25,369
Change-25,369 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,266
Change-25,266 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 25,053
Change-25,053 (-100%)
Value—
Capital International LTD
N/A
Shares— from 24,663
Change-24,663 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 24,124
Change-24,124 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 23,953
Change-23,953 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 23,764
Change-23,764 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 19,993
Change-19,993 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 19,738
Change-19,738 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 19,382
Change-19,382 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 18,692
Change-18,692 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 18,092
Change-18,092 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,055
Change-18,055 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,577
Change-15,577 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,279
Change-14,279 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,855
Change-13,855 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 13,531
Change-13,531 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 13,528
Change-13,528 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,164
Change-13,164 (-100%)
Value—
&partners
N/A
Shares— from 12,980
Change-12,980 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 12,283
Change-12,283 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,126
Change-10,126 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 10,042
Change-10,042 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 8,126
Change-8,126 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
Ossiam
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Truffle Hound Capital, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
American Trust
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 879
Change-879 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 623
Change-623 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 620
Change-620 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 371
Change-371 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 163
Change-163 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 143
Change-143 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 100
Change-100 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 52
Change-52 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 33
Change-33 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
FMR LLC
INCREASED6,594,2485,271,321+1,322,927+25%$915.7M$1.1B+$205.3M2026-11-10
Greenhaven Associates Inc
DECREASED3,069,0153,100,615-31,600-1%$538.6M$521.7M-$16.9M2026-10-26
Principal Financial Group Inc
DECREASED2,937,4022,950,974-13,5720%$512.6M$499.3M-$13.3M2026-11-02
Dimensional Fund Advisors LP
INCREASED1,672,5361,270,230+402,306+32%$220.6M$284.3M+$63.7M2026-11-04
Trinity Street Asset Management LLP
DECREASED1,487,3751,535,462-48,087-3%$266.7M$252.8M-$13.9M2026-10-16
Equity Investment Corp
DECREASED823,608888,875-65,267-7%$154.4M$140.0M-$14.4M2026-11-04
Thrivent Financial for Lutherans
DECREASED800,456802,415-1,9590%$139.4K$136.1K-$3.3K2026-11-05
Russell Investments Group, Ltd.
DECREASED505,249599,198-93,949-16%$104.1M$85.9M-$18.2M2026-11-06
Aberdeen Group plc
INCREASED421,165394,362+26,803+7%$68.5M$71.6M+$3.1M2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED376,440366,477+9,963+3%$63.7M$64.0M+$330.3K2026-10-28
Voya Investment Management LLC
INCREASED351,134289,918+61,216+21%$50.4M$59.7M+$9.3M2026-11-10
Eldred Rock Partners, LLC
INCREASED135,223134,248+975+1%$23.3M$23.0M-$333.7K2026-10-13
Geode Capital Management, LLC
INCREASED102,42198,639+3,782+4%$17.1M$17.4M+$276.0K2026-11-06
Bank of Montreal
INCREASED97,99997,601+398+0%$17.0M$16.7M-$295.4K2026-11-09
Acadian Asset Management LLC
NEW88,627—+88,627——$15.0K—2026-11-09
Farmers & Merchants Investments Inc
DECREASED80,00982,928-2,919-4%$14.4M$13.6M-$804.7K2026-10-22
Parthenon LLC
INCREASED79,60378,653+950+1%$13.7M$13.5M-$131.1K2026-10-22
Handelsbanken Fonder AB
INCREASED73,91771,817+2,100+3%$12.5K$12.6K+$902026-11-09
Firetrail Investments PTY LTD
DECREASED69,12469,624-500-1%$12.0M$11.8M-$223.3K2026-11-05
Muhlenkamp & Co Inc
INCREASED67,03866,337+701+1%$11.5M$11.4M-$127.6K2026-11-10
State of Michigan Retirement System
DECREASED65,07085,070-20,000-24%$14.8M$11.1M-$3.7M2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED52,15541,766+10,389+25%$7.3M$8.4M+$1.2M2026-11-04
Amundi
INCREASED48,87041,428+7,442+18%$7.2M$8.3M+$1.1M2026-11-06
Blair William & Co
INCREASED43,0119,048+33,963+375%$1.6M$7.3M+$5.7M2026-11-10
Sendero Wealth Management, LLC
DECREASED40,20745,382-5,175-11%$7.9M$6.8M-$1.0M2026-10-14
Gateway Investment Advisers LLC
DECREASED35,13753,557-18,420-34%$9.3M$6.0M-$3.3M2026-10-13
Swedbank AB
NEW34,600—+34,600——$5.9M—2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED32,68232,68200%$5.7M$5.6M-$121.6K2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED32,28835,096-2,808-8%$6.1K$5.5K-$6082026-11-05
SeaBridge Investment Advisors LLC
INCREASED27,37326,986+387+1%$4.7M$4.7M-$34.6K2026-11-02
Motley Fool Asset Management LLC
DECREASED27,13227,738-606-2%$4.8M$4.6M-$206.2K2026-10-27
Buckhead Capital Management LLC
INCREASED25,59125,373+218+1%$4.4M$4.4M-$57.7K2026-11-03
Deutsche Bank Ag\
DECREASED25,31545,440-20,125-44%$7.9M$4.3M-$3.6M2026-11-06
Bank of New York Mellon Corp
DECREASED25,00329,216-4,213-14%$5.1M$4.3M-$824.8K2026-11-05
Citigroup Inc
INCREASED24,17910,344+13,835+134%$1.8M$4.1M+$2.3M2026-11-04
Vela Investment Management, LLC
INCREASED22,59712,192+10,405+85%$2.1M$3.8M+$1.7M2026-11-09
Barclays PLC
INCREASED22,5654,820+17,745+368%$837.3K$3.8M+$3.0M2026-11-06
LPL Financial LLC
DECREASED21,35021,944-594-3%$3.8M$3.6M-$182.5K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED20,76220,683+79+0%$3.6M$3.5M-$63.5K2026-10-29
Inspire Investing, LLC
INCREASED18,62517,182+1,443+8%$3.0M$3.2M+$181.4K2026-10-22
Romano Brothers and Company
DECREASED17,68917,939-250-1%$3.1M$3.0M-$109.2K2026-10-22
Squarepoint Ops LLC
DECREASED14,93333,000-18,067-55%$5.7M$2.5M-$3.2M2026-11-09
Thor Investment Management Inc
INCREASED14,11513,272+843+6%$2.3M$2.4M+$93.9K2026-10-13
Banque de Luxembourg S.A.
INCREASED13,84613,280+566+4%$2.3M$2.4M+$46.8K2026-10-14
State of Wyoming
DECREASED13,17322,228-9,055-41%$3.9M$2.2M-$1.6M2026-10-28
Riverwater Partners LLC
NEW13,016—+13,016——$2.2M—2026-11-03
Apollon Wealth Management, LLC
DECREASED12,77319,819-7,046-36%$3.4M$2.2M-$1.3M2026-10-23
US Bancorp \de\
INCREASED12,69311,617+1,076+9%$2.0M$2.2M+$139.7K2026-11-05
Assetmark, Inc
INCREASED12,49811,579+919+8%$2.0M$2.1M+$113.1K2026-10-21
Live Oak Private Wealth LLC
DECREASED12,17116,161-3,990-25%$2.8M$2.1M-$738.4K2026-11-02
Daiwa Securities Group Inc.
INCREASED11,88111,055+826+7%$1.9M$2.0M+$99.3K2026-10-29
Professional Financial Advisors, LLC
NEW11,529—+11,529——$2.0M—2026-10-13
Foyston, Gordon & Payne Inc
DECREASED11,39311,484-91-1%$2.0M$1.9M-$58.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED10,68810,374+314+3%$1.8M$1.8M+$14.8K2026-10-08
Victory Capital Management Inc
NEW9,780—+9,780——$1.7M—2026-11-10
Motco
INCREASED9,4019,353+48+1%$1.6M$1.6M-$26.6K2026-11-09
MacKenzie Financial Corp
DECREASED9,36216,454-7,092-43%$2.9M$1.6M-$1.3M2026-11-02
Oppenheimer Asset Management Inc.
INCREASED9,2848,790+494+6%$1.5M$1.6M+$51.3K2026-10-27
Atria Investments, Inc
INCREASED8,7788,636+142+2%$1.5M$1.5M-$8.0K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED8,3878,311+76+1%$1.4K$1.4K-$182026-11-02
Truist Financial Corp
DECREASED8,0029,149-1,147-13%$1.6M$1.4M-$229.0K2026-10-30
HighTower Advisors, LLC
INCREASED7,9766,284+1,692+27%$1.1M$1.4M+$264.3K2026-11-10
Welch & Forbes LLC
DECREASED7,9038,655-752-9%$1.5M$1.3M-$160.0K2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED7,3097,167+142+2%$1.2M$1.2M-$2.5K2026-10-30
Highland Capital Management, LLC
INCREASED6,8186,718+100+1%$1.2M$1.2M-$8.0K2026-10-26
Tributary Capital Management, LLC
DECREASED6,0726,752-680-10%$1.2M$1.0M-$140.7K2026-10-28
Henshaw Capital LLC
INCREASED6,0564,500+1,556+35%$781.7K$1.0M+$247.8K2026-11-03
1900 Wealth Management LLC
UNCHANGED5,7445,74400%$997.8K$976.4K-$21.4K2026-10-13
Westover Capital Advisors, LLC
DECREASED5,3785,381-30%$934.6K$914.2K-$20.4K2026-10-26
Pullen Investment Management, LLC
NEW5,336—+5,336——$907.1K—2026-10-23
Brighton Jones LLC
INCREASED5,2905,270+20+0%$915.5K$899.3K-$16.2K2026-11-03
Commonwealth Equity Services, LLC
INCREASED5,2594,634+625+13%$805.0K$894.0K+$89.0K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED5,2395,241-20%$910.4K$890.6K-$19.8K2026-10-21
Pavaki Capital Management LLC
UNCHANGED5,0005,00000%$868.6K$850.0K-$18.6K2026-10-26
Sterling Capital Management LLC
DECREASED4,9605,329-369-7%$925.7K$843.2K-$82.6K2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
INCREASED4,6394,583+56+1%$796.1K$788.6K-$7.5K2026-11-09
Malaga Cove Capital, LLC
INCREASED4,4993,692+807+22%$641.3K$764.8K+$123.4K2026-10-23
Washington Trust Advisors, Inc.
DECREASED4,3154,810-495-10%$835.5K$733.5K-$102.0K2026-10-22
Creative Planning
DECREASED4,0054,023-180%$698.8K$680.9K-$17.9K2026-11-02
Nwam LLC
INCREASED3,8303,824+6+0%$664.3K$651.1K-$13.2K2026-11-09
Huntington National Bank
DECREASED3,6923,856-164-4%$669.8K$627.6K-$42.2K2026-11-10
New Wave Wealth Advisors LLC
DECREASED3,4903,731-241-6%$648.1K$573.5K-$74.6K2026-10-19
Verdence Capital Advisors LLC
NEW3,360—+3,360——$571.2K—2026-10-26
Clearstead Advisors, LLC
INCREASED3,3463,196+150+5%$555.2K$568.6K+$13.4K2026-11-06
Kestra Advisory Services, LLC
DECREASED3,2803,808-528-14%$661.5K$557.6K-$103.9K2026-11-02
Advisortrust Partners, LLC
DECREASED3,1373,230-93-3%$561.1K$533.3K-$27.8K2026-11-02
Merit Financial Group, LLC
DECREASED3,0343,124-90-3%$542.7K$515.8K-$26.9K2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED2,9472,921+26+1%$507.4K$501.0K-$6.4K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED2,93636,482-33,546-92%$6.3M$499.1K-$5.8M2026-10-16
Allegheny Financial Group
DECREASED2,8503,716-866-23%$645.5K$484.5K-$161.0K2026-11-05
Net Worth Advisory Group
INCREASED2,8142,389+425+18%$414.9K$455.4K+$40.5K2026-10-20
CIBC Asset Management Inc
DECREASED2,7194,929-2,210-45%$856.2K$462.2K-$394.0K2026-11-05
William Blair Investment Management, LLC
INCREASED2,7182,589+129+5%$449.7K$462.0K+$12.3K2026-11-06
Texas Capital Bank Wealth Management Services Inc
INCREASED2,6652,588+77+3%$449.6K$453.0K+$3.5K2026-11-09
Axxion S.A.
INCREASED2,5912,300+291+13%$399.5K$440.4K+$40.9K2026-10-22
Choreo, LLC
DECREASED2,3563,336-980-29%$579.5K$400.5K-$179.0K2026-10-28
Pinnacle Associates LTD
UNCHANGED2,2402,24000%$389.1K$380.8K-$8.3K2026-10-20
Legacy Advisors, LLC
UNCHANGED2,2002,20000%$382.2K$374.0K-$8.2K2026-10-19
Savant Capital, LLC
NEW2,181—+2,181——$370.7K—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED2,1332,065+68+3%$346.4K$350.8K+$4.4K2026-10-13
Cullen Investment Group, Ltd.
DECREASED1,9232,123-200-9%$368.8K$316.1K-$52.6K2026-10-13
Henry James International Management Inc.
UNCHANGED1,8761,87600%$325.9K$318.9K-$7.0K2026-10-14
Trust Point Inc.
DECREASED1,8692,028-159-8%$352.3K$317.7K-$34.6K2026-10-27
Avantax Planning Partners, Inc.
DECREASED1,7621,992-230-12%$346.0K$299.5K-$46.5K2026-11-03
Investment Insight Wealth Management, LLC
DECREASED1,7042,247-543-24%$390.3K$289.6K-$100.7K2026-10-30
Eagle Harbor Asset Management Inc
UNCHANGED1,5281,52800%$265.4K$259.7K-$5.7K2026-10-21
Simplify Asset Management Inc.
DECREASED1,4951,499-40%$260.4K$254.1K-$6.3K2026-10-27
Allworth Financial LP
INCREASED1,4781,453+25+2%$252.4K$256.7K+$4.3K2026-11-06
Western Pacific Wealth Management, LP
UNCHANGED1,4651,46500%$254.5K$249.0K-$5.5K2026-10-16
Bessemer Group Inc
INCREASED1,4351,235+200+16%$214$244+$302026-11-09
M&T Bank Corp
DECREASED1,4351,542-107-7%$268.3K$244.4K-$23.9K2026-11-10
AlphaCentric Advisors LLC
INCREASED1,4321,390+42+3%$241.5K$243.4K+$2.0K2026-11-03
Gibbs Wealth Management
NEW1,380—+1,380——$234.6K—2026-10-22
Indivisible Partners
INCREASED1,3771,362+15+1%$236.6K$234.1K-$2.5K2026-10-26
Lanark Financial, Inc.
DECREASED1,3601,378-18-1%$239.4K$231.2K-$8.2K2026-10-26
Clifford Swan Investment Counsel LLC
UNCHANGED1,3601,36000%$236.2K$231.2K-$5.1K2026-11-05
Nuveen, LLC
NEW1,309—+1,309——$137.0K—2026-11-10
Hardy Reed LLC
UNCHANGED1,2121,21200%$210.5K$206.0K-$4.5K2026-11-06
Portside Wealth Group, LLC
NEW1,211—+1,211——$205.9K—2026-10-20
Pettee Investors, Inc.
UNCHANGED1,2001,20000%$208.5K$204.0K-$4.5K2026-11-09
Grove Bank & Trust
INCREASED910866+44+5%$150.4K$154.7K+$4.3K2026-10-08
Blue Trust, Inc.
DECREASED9081,132-224-20%$196.6K$154.4K-$42.3K2026-10-15
PNC Financial Services Group, Inc.
INCREASED840533+307+58%$92.6K$142.8K+$50.2K2026-11-06
Global Retirement Partners, LLC
DECREASED751817-66-8%$141.9K$127.7K-$14.3K2026-11-10
Spire Wealth Management
INCREASED713613+100+16%$106.5K$121.2K+$14.7K2026-10-30
Miller Global Investments, LLC
DECREASED6272,292-1,665-73%$398.1K$106.6K-$291.6K2026-10-02
UMB Bank, n.a.
DECREASED6171,718-1,101-64%$298.4K$104.9K-$193.6K2026-11-06
Parkside Financial Bank & Trust
DECREASED586616-30-5%$107.0K$99.6K-$7.4K2026-10-27
Parallel Advisors, LLC
INCREASED575561+14+3%$97.5K$97.8K+$2912026-11-03
Smithfield Trust Co
UNCHANGED55955900%$97$94-$32026-11-09
Bangor Savings Bank
DECREASED530598-68-11%$103.9K$90.1K-$13.8K2026-10-06
Signaturefd, LLC
INCREASED405388+17+4%$67.4K$68.8K+$1.4K2026-10-23
Gamma Investing LLC
UNCHANGED39139100%$67.9K$66.5K-$1.5K2026-10-08
Wilmington Savings Fund Society, FSB
INCREASED323303+20+7%$52.6K$54.9K+$2.3K2026-10-23
Deseret Mutual Benefit Administrators
INCREASED285129+156+121%$22.4K$48.4K+$26.0K2026-11-04
Birch Financial Group, LLC
NEW237—+237——$40.4K—2026-10-27
First Horizon Corp
DECREASED236281-45-16%$48.8K$40.1K-$8.7K2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED221267-46-17%$46.4K$37.6K-$8.8K2026-11-03
Root Financial Partners, LLC
NEW201—+201——$34.2K—2026-10-21
Security National Bank
UNCHANGED20020000%$34.7K$34.0K-$7442026-10-26
Bayforest Capital Ltd
NEW198—+198——$33.7K—2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED15715700%$27$27$02026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED15015000%$26.1K$25.5K-$5582026-10-26
Larson Financial Group LLC
UNCHANGED14914900%$25.9K$25.3K-$5542026-11-05
IFP Advisors, Inc
INCREASED145129+16+12%$22.4K$24.6K+$2.2K2026-10-16
J.Safra Asset Management Corp
INCREASED14085+55+65%$14.8K$23.8K+$9.0K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED133126+7+6%$21.9K$22.6K+$7222026-11-04
First Bancorp, Inc
UNCHANGED12412400%$21.5K$21.1K-$4612026-10-26
TD Waterhouse Canada Inc.
INCREASED11725+92+368%$4.4K$19.0K+$14.6K2026-10-16
Mather Group, Llc.
UNCHANGED10710700%$18.6K$18.2K-$3982026-10-14
Livelsberger Financial Advisory
NEW102—+102——$17.3K—2026-10-28
Cape Investment Advisory, Inc.
DECREASED102111-9-8%$19.3K$17.3K-$1.9K2026-10-13
Citizens National Bank Trust Department
INCREASED10050+50+100%$8.7K$17.0K+$8.3K2026-11-04
Walsh & Associates, LLC
UNCHANGED10010000%$17.4K$17.0K-$3722026-11-09
KFG LLC
NEW85—+85——$14.4K—2026-11-02
Geneos Wealth Management Inc.
NEW76—+76——$12.9K—2026-11-09
Hantz Financial Services, Inc.
DECREASED75117-42-36%$20$13-$72026-11-09
Elevation Wealth Partners, LLC
UNCHANGED606000%$10.4K$10.2K-$2232026-10-07
KBC Group NV
INCREASED5144+7+16%$8$9+$12026-10-22
Balance Wealth Partners LLC
NEW50—+50——$8.5K—2026-10-27
Bogart Wealth, LLC
UNCHANGED434300%$7.5K$7.3K-$1602026-11-10
Fortitude Family Office, LLC
INCREASED4223+19+83%$4.0K$7.1K+$3.1K2026-10-14
Asset Dedication, LLC
DECREASED31161-130-81%$28.0K$5.3K-$22.7K2026-11-03
JFS Wealth Advisors, LLC
INCREASED3118+13+72%$3.1K$5.3K+$2.1K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED303000%$5.2K$5.1K-$1112026-10-23
Trust Co of Vermont
DECREASED2570-45-64%$12.2K$4.3K-$7.9K2026-10-21
Creative Capital Management Investments LLC
INCREASED209+11+122%$1.6K$3.4K+$1.8K2026-10-28
CX Institutional
UNCHANGED202000%$3$3$02026-10-02
Financial Network Wealth Advisors LLC
UNCHANGED191900%$3.3K$3.2K-$702026-10-28
GoalVest Advisory LLC
UNCHANGED191900%$3.3K$3.2K-$702026-10-02
Maryland Capital Advisors Inc.
INCREASED1716+1+6%$2.8K$2.9K+$1102026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED171700%$3.0K$2.9K-$642026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED138+5+63%$1.4K$2.2K+$8202026-10-27
Bay Harbor Wealth Management, LLC
INCREASED1312+1+8%$2.1K$2.2K+$1252026-11-03
Bell Investment Advisors, Inc
DECREASED1213-1-8%$2.3K$2.0K-$2192026-10-29
Caldwell Sutter Capital, Inc.
UNCHANGED121200%$2.1K$2.0K-$452026-11-09
Center for Financial Planning, Inc.
NEW8—+8——$1.4K—2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED86+2+33%$1.0K$1.4K+$3172026-10-16
Fifth Third Bancorp
UNCHANGED8800%$1.4K$1.4K-$302026-11-05
Creative Financial Designs Inc
UNCHANGED7700%$1.2K$1.2K-$262026-11-04
Jacobi Capital Management LLC
NEW6—+6——$1.0K—2026-11-05
WPG Advisers, LLC
UNCHANGED6600%$1.0K$1.0K-$222026-10-27
MV Capital Management, Inc.
UNCHANGED6600%$1.0K$1.0K-$232026-10-29
Oakworth Capital, Inc.
NEW5—+5——$850—2026-10-26
Cullen T Bankers, Inc.
DECREASED592-87-95%$16.0K$850-$15.1K2026-10-28
SBI Securities Co., Ltd.
DECREASED47-3-43%$1.2K$680-$5362026-10-22
Pacifica Partners Inc.
UNCHANGED4400%$692$647-$452026-10-09
Alerus Financial NA
DECREASED348-45-94%$8.3K$510-$7.8K2026-11-09
DecisionPoint Financial, LLC
INCREASED31+2+200%$176$486+$3102026-10-27
SJS Investment Consulting Inc.
DECREASED25-3-60%$869$340-$5292026-10-26
CoreCap Advisors, LLC
UNCHANGED1100%$174$170-$42026-10-08
Silver Grove Financial Group, Inc.
UNCHANGED1100%$174$170-$42026-11-05
Rakuten Securities, Inc.
UNCHANGED1100%$174$170-$42026-11-02
Fisher Funds Management LTD
CLOSED0149,726-149,726-100%$26.0M$0-$26.0M2026-10-13
Quartz Partners, LLC
CLOSED033,352-33,352-100%$5.8M$0-$5.8M2026-11-03
Banque Pictet & CIE SA
CLOSED012,018-12,018-100%$2.1M$0-$2.1M2026-10-16
ASO Group Ltd
CLOSED05,482-5,482-100%$952$0-$9522026-11-05
Sara-Bay Financial
CLOSED03,128-3,128-100%$543.4K$0-$543.4K2026-10-21
CenterBook Partners LP
CLOSED02,630-2,630-100%$456.9K$0-$456.9K2026-11-02
Virtus Family Office LLC
CLOSED01,340-1,340-100%$232.8K$0-$232.8K2026-10-30
Mission Wealth Management, LP
CLOSED01,318-1,318-100%$228.9K$0-$228.9K2026-10-15
Frank, Rimerman Advisors LLC
CLOSED01,223-1,223-100%$212.4K$0-$212.4K2026-10-16
LOS Angeles Capital Management LLC
CLOSED0375-375-100%$65.1K$0-$65.1K2026-11-10
Cornerstone Planning Group LLC
CLOSED0100-100-100%$16.7K$0-$16.7K2026-10-16
StrongBox Wealth, LLC
CLOSED043-43-100%$7.5K$0-$7.5K2026-11-02
West Paces Advisors Inc.
CLOSED036-36-100%$6.3K$0-$6.3K2026-10-13
Rossby Financial, LCC
CLOSED023-23-100%$4.0K$0-$4.0K2026-11-05
Park Place Capital Corp
CLOSED011-11-100%$1.9K$0-$1.9K2026-11-09
Whipplewood Advisors, LLC
CLOSED09-9-100%$1.6K$0-$1.6K2026-10-20
Navigoe, LLC
CLOSED02-2-100%$0$0$02026-11-04
James T. Borello RIA
CLOSED01-1-100%$174$0-$1742026-10-16
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Harbour Investments, Inc.
UNCHANGED000—$21$20-$12026-11-09
Artisan Partners Limited Partnership
N/A—8,636,406-8,636,406-100%$1.5B———
Wellington Management Group LLP
N/A—5,320,054-5,320,054-100%$924.1M———
Invesco Ltd.
N/A—5,264,236-5,264,236-100%$914.5M———
Harris Associates L P
N/A—4,468,146-4,468,146-100%$776.2M———
Brave Warrior Advisors, LLC
N/A—3,153,308-3,153,308-100%$547.8M———
Massachusetts Financial Services Co
N/A—2,105,171-2,105,171-100%$369.4M———
Ruane, Cunniff & Goldfarb L.P.
N/A—2,048,087-2,048,087-100%$355.8M———
Boston Partners
N/A—1,620,730-1,620,730-100%$281.4M———
Alliancebernstein L.P.
N/A—1,378,196-1,378,196-100%$152.5M———
D. E. Shaw & Co., Inc.
N/A—1,357,143-1,357,143-100%$235.7M———
Earnest Partners LLC
N/A—1,242,639-1,242,639-100%$215.9M———
Maple Rock Capital Partners Inc.
N/A—1,199,600-1,199,600-100%$208.4M———
1832 Asset Management L.P.
N/A—1,194,860-1,194,860-100%$207.6M———
Brandes Investment Partners, LP
N/A—1,185,774-1,185,774-100%$206.0M———
Capital World Investors
N/A—1,106,056-1,106,056-100%$192.1M———
Ameriprise Financial Inc
N/A—979,596-979,596-100%$170.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—961,665-961,665-100%$167.1M———
SEI Investments Co
N/A—902,185-902,185-100%$156.7M———
Lyrical Asset Management LP
N/A—881,179-881,179-100%$153.1M———
Norges Bank
N/A—820,998-820,998-100%$142.6M———
Franklin Resources Inc
N/A—771,084-771,084-100%$136.2M———
Stephens Investment Management Group LLC
N/A—720,261-720,261-100%$125.1M———
First Pacific Advisors, LP
N/A—606,523-606,523-100%$105.4M———
Lakewood Capital Management, LP
N/A—585,200-585,200-100%$101.7M———
UBS Group AG
N/A—546,437-546,437-100%$94.9M———
BlackRock, Inc.
N/A—534,935-534,935-100%$92.9M———
Bank of America Corp
N/A—503,099-503,099-100%$87.4M———
Zurich Insurance Group Ltd
N/A—481,208-481,208-100%$83.6M———
Goldman Sachs Group Inc
N/A—450,717-450,717-100%$78.3M———
State Street Corp
N/A—437,853-437,853-100%$76.1M———
Morgan Stanley
N/A—414,192-414,192-100%$71.9M———
Bamco Inc
N/A—376,805-376,805-100%$65.5M———
Jane Street Group, LLC
N/A—374,800-374,800-100%$65.1M———
Point72 Asset Management, L.P.
N/A—365,945-365,945-100%$63.6M———
Woodline Partners LP
N/A—327,184-327,184-100%$56.8M———
Eagle Health Investments LP
N/A—308,143-308,143-100%$53.5M———
Zuckerman Investment Group, LLC
N/A—294,439-294,439-100%$51.1M———
River Road Asset Management, LLC
N/A—285,137-285,137-100%$49.5M———
Canada Pension Plan Investment Board
N/A—246,018-246,018-100%$42.7M———
Perry Creek Capital LP
N/A—245,000-245,000-100%$42.6M———
CIBC Bancorp USA Inc.
N/A—231,237-231,237-100%$40.2M———
Legal & General Group Plc
N/A—229,796-229,796-100%$39.9M———
Hyperion Capital Advisors LP
N/A—224,665-224,665-100%$39.0M———
Brown Advisory Inc
N/A—202,339-202,339-100%$35.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—194,618-194,618-100%$33.8M———
Royal Bank of Canada
N/A—194,040-194,040-100%$33.7M———
Raymond James Financial Inc
N/A—191,976-191,976-100%$33.3M———
Kensico Capital Management Corp
N/A—188,000-188,000-100%$32.7M———
Marshall Wace, LLP
N/A—175,440-175,440-100%$30.5M———
Price T Rowe Associates Inc
N/A—153,981-153,981-100%$26.7K———
Citadel Advisors LLC
N/A—148,573-148,573-100%$25.8M———
Stanley Capital Management, LLC
N/A—140,160-140,160-100%$24.3M———
PFM Health Sciences, LP
N/A—136,482-136,482-100%$23.7M———
Parkwood LLC
N/A—134,842-134,842-100%$23.4K———
Envestnet Asset Management Inc
N/A—133,841-133,841-100%$23.2M———
New York State Common Retirement Fund
N/A—122,943-122,943-100%$21.4M———
Foresight Group Ltd Liability Partnership
N/A—119,181-119,181-100%$20.6M———
Polar Capital Holdings Plc
N/A—116,939-116,939-100%$20.3M———
Vident Advisory, LLC
N/A—114,280-114,280-100%$19.9M———
California Public Employees Retirement System
N/A—113,407-113,407-100%$19.7M———
Charles Schwab Investment Management Inc
N/A—106,275-106,275-100%$18.5M———
Frontier Capital Management Co LLC
N/A—104,335-104,335-100%$18.1M———
Oribel Capital Management, LP
N/A—98,100-98,100-100%$17.0M———
Teacher Retirement System of Texas
N/A—97,118-97,118-100%$16.9M———
Sio Capital Management, LLC
N/A—88,186-88,186-100%$15.3M———
Distillate Capital Partners LLC
N/A—86,720-86,720-100%$15.1M———
Sone Capital Management, LLC
N/A—83,333-83,333-100%$14.5M———
Leith Wheeler Investment Counsel Ltd.
N/A—75,794-75,794-100%$13.2M———
Wells Fargo & Company
N/A—69,698-69,698-100%$12.1M———
Arvin Capital Management LP
N/A—64,820-64,820-100%$11.3M———
Vanguard Capital Management LLC
N/A—62,839-62,839-100%$10.9M———
Khrom Capital Management LLC
N/A—61,900-61,900-100%$10.8M———
Schonfeld Strategic Advisors LLC
N/A—54,575-54,575-100%$9.5M———
Verition Fund Management LLC
N/A—53,631-53,631-100%$9.3M———
BNP Paribas Asset Management Holding S.A.
N/A—52,381-52,381-100%$9.1M———
Osborne Partners Capital Management, LLC
N/A—48,671-48,671-100%$8.5M———
Millennium Management LLC
N/A—48,483-48,483-100%$8.4M———
Trexquant Investment LP
N/A—48,182-48,182-100%$8.4M———
683 Capital Management, LLC
N/A—48,000-48,000-100%$8.3M———
Allianz Asset Management GmbH
N/A—47,127-47,127-100%$8.2M———
Capital International Sarl
N/A—46,479-46,479-100%$8.1M———
Heartland Advisors Inc
N/A—45,843-45,843-100%$8.0M———
Nomura Asset Management International Inc.
N/A—45,011-45,011-100%$7.8M———
Van Eck Associates Corp
N/A—43,319-43,319-100%$7.5M———
Burnham & Co LLC
N/A—39,507-39,507-100%$6.9M———
Timber Creek Capital Management LLC
N/A—38,937-38,937-100%$6.8M———
Liontrust Investment Partners LLP
N/A—38,857-38,857-100%$6.7M———
Tidal Investments LLC
N/A—37,502-37,502-100%$6.5M———
TD Asset Management Inc
N/A—34,478-34,478-100%$6.0M———
Circumference Group LLC
N/A—34,000-34,000-100%$5.9M———
Arkadios Wealth Advisors
N/A—33,838-33,838-100%$5.9M———
National Philanthropic Trust
N/A—32,396-32,396-100%$5.6M———
Captrust Financial Advisors
N/A—31,508-31,508-100%$5.5M———
Rice Hall James & Associates, LLC
N/A—30,294-30,294-100%$5.3M———
London Co of Virginia
N/A—29,145-29,145-100%$5.1M———
Tudor Investment Corp ET AL
N/A—26,270-26,270-100%$4.6M———
Janney Montgomery Scott LLC
N/A—25,667-25,667-100%$4.5K———
USS Investment Management Ltd
N/A—25,369-25,369-100%$4.4M———
Pathstone Holdings, LLC
N/A—25,266-25,266-100%$4.5M———
Lazard Asset Management LLC
N/A—25,053-25,053-100%$4.4M———
Capital International LTD
N/A—24,663-24,663-100%$4.3M———
Stifel Financial Corp
N/A—24,124-24,124-100%$4.2M———
DnB Asset Management AS
N/A—23,953-23,953-100%$4.2M———
Palisade Capital Management, LP
N/A—23,764-23,764-100%$4.1M———
Kennedy Capital Management LLC
N/A—19,993-19,993-100%$3.5M———
Empowered Funds, LLC
N/A—19,738-19,738-100%$3.4M———
Moore Capital Management, LP
N/A—19,382-19,382-100%$3.4M———
Formula Growth LTD
N/A—18,692-18,692-100%$3.2M———
Hotchkis & Wiley Capital Management LLC
N/A—18,092-18,092-100%$3.1M———
Vanguard Asset Management, Ltd
N/A—18,055-18,055-100%$3.1M———
Vanguard Portfolio Management LLC
N/A—17,207-17,207-100%$3.0M———
XTX Topco Ltd
N/A—15,577-15,577-100%$2.7M———
SummitTX Capital, L.P.
N/A—15,199-15,199-100%$2.6M———
Northern Trust Corp
N/A—14,279-14,279-100%$2.5M———
Grandeur Peak Global Advisors, LLC
N/A—13,910-13,910-100%$2.4M———
Cetera Investment Advisers
N/A—13,855-13,855-100%$2.4M———
Quadrature Capital Ltd
N/A—13,531-13,531-100%$2.4M———
First National Bank of Omaha
N/A—13,528-13,528-100%$2.3M———
Manufacturers Life Insurance Company, the
N/A—13,164-13,164-100%$2.3M———
&partners
N/A—12,980-12,980-100%$2.3M———
Capital International, Inc.
N/A—12,283-12,283-100%$2.1M———
Susquehanna International Group, LLP
N/A—12,084-12,084-100%$2.1M———
Brown Brothers Harriman & Co
N/A—10,806-10,806-100%$1.9M———
Polianta Ltd
N/A—10,800-10,800-100%$1.9K———
Boothbay Fund Management, LLC
N/A—10,402-10,402-100%$1.8M———
Stephens Inc
N/A—10,126-10,126-100%$1.8M———
Storgate, LLC
N/A—10,042-10,042-100%$1.7M———
Rothschild Investment LLC
N/A—9,811-9,811-100%$1.7M———
FOX RUN Management, L.L.C.
N/A—8,750-8,750-100%$1.5M———
Sanctuary Advisors, LLC
N/A—8,726-8,726-100%$1.5M———
NewEdge Wealth, LLC
N/A—8,345-8,345-100%$1.4M———
Concentric Capital Strategies, LP
N/A—8,126-8,126-100%$1.4M———
BNP Paribas Financial Markets
N/A—7,788-7,788-100%$1.4M———
Ossiam
N/A—6,984-6,984-100%$1.2M———
Thornburg Investment Management Inc
N/A—6,010-6,010-100%$1.0M———
Truffle Hound Capital, LLC
N/A—6,000-6,000-100%$1.0M———
Federation des caisses Desjardins du Quebec
N/A—5,548-5,548-100%$963.7K———
Capital Group Investment Management Pte. Ltd.
N/A—5,332-5,332-100%$926.2K———
Rockefeller Capital Management L.P.
N/A—5,232-5,232-100%$908.9K———
CSM Advisors, LLC
N/A—5,188-5,188-100%$901———
Balyasny Asset Management L.P.
N/A—4,859-4,859-100%$844.1K———
Renaissance Technologies LLC
N/A—4,500-4,500-100%$781.7K———
Focus Partners Wealth
N/A—4,410-4,410-100%$766.2K———
Rathbones Group PLC
N/A—3,620-3,620-100%$628.8K———
Dynamic Technology Lab Private Ltd
N/A—3,480-3,480-100%$605.0K———
Engineers Gate Manager LP
N/A—3,417-3,417-100%$593.6K———
Rhumbline Advisers
N/A—3,393-3,393-100%$589.4K———
Cerity Partners LLC
N/A—3,257-3,257-100%$565.7K———
First National Advisers, LLC
N/A—3,239-3,239-100%$562.6K———
Mariner, LLC
N/A—3,230-3,230-100%$561.1K———
Numerai GP LLC
N/A—3,229-3,229-100%$560.9K———
JPMorgan Chase & Co
N/A—3,215-3,215-100%$556.2K———
Mutual Advisors, LLC
N/A—3,145-3,145-100%$546.3K———
Vanguard Personalized Indexing Management, LLC
N/A—3,135-3,135-100%$544.6K———
MML Investors Services, LLC
N/A—3,085-3,085-100%$535.9K———
Portland Investment Counsel Inc.
N/A—3,000-3,000-100%$521.1K———
O'shaughnessy Asset Management, LLC
N/A—2,968-2,968-100%$515.6K———
American Capital Management Inc
N/A—2,823-2,823-100%$490.4K———
Osaic Holdings, Inc.
N/A—2,707-2,707-100%$470.6K———
Sierra Legacy Group
N/A—2,670-2,670-100%$463.8K———
Gabelli Funds LLC
N/A—2,500-2,500-100%$434.3K———
Neuberger Berman Group LLC
N/A—2,296-2,296-100%$398.9K———
Fayez Sarofim & Co
N/A—2,270-2,270-100%$394.3K———
Arax Advisory Partners
N/A—2,237-2,237-100%$388.6K———
Baird Financial Group, Inc.
N/A—2,166-2,166-100%$376.3K———
Jain Global LLC
N/A—2,100-2,100-100%$364.8K———
First Trust Advisors LP
N/A—2,010-2,010-100%$349.2K———
Guggenheim Capital LLC
N/A—1,910-1,910-100%$331.8K———
Transamerica Financial Advisors, LLC
N/A—1,823-1,823-100%$316.7K———
Winton Group Ltd
N/A—1,800-1,800-100%$312.7K———
Quantinno Capital Management LP
N/A—1,618-1,618-100%$281.1K———
Two Sigma Securities, LLC
N/A—1,594-1,594-100%$276.9K———
White Knight Strategic Wealth Advisors, LLC
N/A—1,592-1,592-100%$276.5K———
NewEdge Advisors, LLC
N/A—1,562-1,562-100%$271.3K———
Vestmark Advisory Solutions, Inc.
N/A—1,490-1,490-100%$258.8K———
Marex Group Ltd
N/A—1,474-1,474-100%$256.0K———
National Bank of Canada
N/A—1,443-1,443-100%$249.9K———
MAI Capital Management
N/A—1,442-1,442-100%$250.5K———
Persistent Asset Partners Ltd
N/A—1,431-1,431-100%$248.6K———
Commerce Bank
N/A—1,425-1,425-100%$247.5K———
Trajan Wealth LLC
N/A—1,424-1,424-100%$247.4K———
Essex Financial Services, Inc.
N/A—1,390-1,390-100%$241.5K———
American Trust
N/A—1,368-1,368-100%$237.6K———
Tower Research Capital LLC (TRC)
N/A—1,364-1,364-100%$236.9K———
Jones Financial Companies Lllp
N/A—1,316-1,316-100%$223.5K———
Westpac Banking Corp
N/A—1,315-1,315-100%$228.4K———
Orion Porfolio Solutions, LLC
N/A—1,310-1,310-100%$227.6K———
Groupe la Francaise
N/A—1,300-1,300-100%$226.0K———
Magnetar Financial LLC
N/A—1,221-1,221-100%$212.1K———
Northwestern Mutual Wealth Management Co
N/A—1,201-1,201-100%$208.6K———
Steward Partners Investment Advisory, LLC
N/A—1,187-1,187-100%$206.2K———
HSBC Holdings PLC
N/A—1,167-1,167-100%$201.6K———
Group One Trading LLC
N/A—893-893-100%$155.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—879-879-100%$152.7K———
Bruce G. Allen Investments, LLC
N/A—829-829-100%$144.0K———
Quantbot Technologies LP
N/A—623-623-100%$108.2K———
Nomura Asset Management Co LTD
N/A—620-620-100%$107.7K———
Vanguard Global Advisers, LLC
N/A—390-390-100%$67.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—371-371-100%$64.4K———
Basecamp Wealth Advisors LLC
N/A—328-328-100%$57.0K———
Advisors Asset Management, Inc.
N/A—311-311-100%$54.0K———
Abound Financial, LLC
N/A—299-299-100%$51.9K———
Strategic Wealth Partners, Ltd.
N/A—170-170-100%$29.5K———
Banque Transatlantique SA
N/A—163-163-100%$28.3K———
Loomis Sayles & Co L P
N/A—143-143-100%$24.8K———
UBS Asset Management Americas LLC
N/A—132-132-100%$22.9K———
Evelyn Partners Group Ltd
N/A—100-100-100%$17.4K———
IMA Advisory Services, Inc.
N/A—100-100-100%$17.4K———
Ameriflex Group, Inc.
N/A—69-69-100%$12.0K———
CVA Family Office, LLC
N/A—59-59-100%$10.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—58-58-100%$10.1K———
BFC Planning, Inc.
N/A—55-55-100%$9.6K———
Vanguard National Trust Co
N/A—52-52-100%$9.0K———
Synergy Investment Management, LLC
N/A—48-48-100%$8.6K———
PIN OAK Investment Advisors Inc
N/A—38-38-100%$7———
LRI Investments, LLC
N/A—38-38-100%$6.6K———
Fourth Dimension Wealth, LLC
N/A—38-38-100%$6.6K———
Fiduciary Financial Advisors
N/A—33-33-100%$5.0K———
Medallion Wealth Advisors, LLC
N/A—23-23-100%$4.0K———
Cornerstone Financial Management LLC
N/A—21-21-100%$3.6K———
Pacer Advisors, Inc.
N/A—21-21-100%$4———
Continuum Advisory, LLC
N/A—20-20-100%$3.5K———
Ameritas Advisory Services, LLC
N/A—18-18-100%$3.1K———
Smartleaf Asset Management LLC
N/A—13-13-100%$2.2K———
Keating Financial Advisory Services, Inc.
N/A—12-12-100%$2.1K———
Webster Bank, N. A.
N/A—12-12-100%$2.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—11-11-100%$1.9K———
Prestige Wealth Management Group LLC
N/A—11-11-100%$1.9K———
Purpose Unlimited Inc.
N/A—10-10-100%$1.7K———
HFM Investment Advisors, LLC
N/A—7-7-100%$1.2K———
Rialto Wealth Management, LLC
N/A—5-5-100%$869———
Glen Eagle Advisors, LLC
N/A—5-5-100%$869———
TD Capital Management LLC
N/A—2-2-100%$347———
Raffa Wealth Management, LLC
N/A—1-1-100%$174———
Showing 447 of 447 institutions