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Joby Aviation Inc (JOBY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Toyota Motor Corp/
UNCHANGED
Shares128,454,401 from 128,454,401
Change0 (0%)
Value$777.1M (-$368.7M)
Filed 2026-11-10
Baillie Gifford & Co
DECREASED
Shares54,793,540 from 61,139,048
Change-6,345,508 (-10%)
Value$331.5M (-$213.9M)
Filed 2026-11-09
Geode Capital Management, LLC
INCREASED
Shares16,083,312 from 15,937,137
Change+146,175 (+1%)
Value$97.3M (-$44.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares4,563,537 from 7,086,334
Change-2,522,797 (-36%)
Value$27.6M (-$35.6M)
Filed 2026-11-04
Squarepoint Ops LLC
INCREASED
Shares4,300,228 from 3,465,973
Change+834,255 (+24%)
Value$26.0M (-$4.9M)
Filed 2026-11-09
Exchange Traded Concepts, LLC
INCREASED
Shares3,965,605 from 2,832,334
Change+1,133,271 (+40%)
Value$24.0M (-$1.3M)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares2,947,672 from 2,815,752
Change+131,920 (+5%)
Value$17.8M (-$7.3M)
Filed 2026-10-29
Lingotto Investment Management LLP
INCREASED
Shares2,635,253 from 2,405,253
Change+230,000 (+10%)
Value$15.9M (-$5.5M)
Filed 2026-10-27
Nuveen, LLC
INCREASED
Shares2,188,071 from 2,095,877
Change+92,194 (+4%)
Value$13.2M (-$5.5M)
Filed 2026-11-10
Bank of New York Mellon Corp
DECREASED
Shares2,136,204 from 2,136,710
Change-506 (0%)
Value$12.9M (-$6.1M)
Filed 2026-11-05
Daiwa Securities Group Inc.
DECREASED
Shares1,942,339 from 3,972,225
Change-2,029,886 (-51%)
Value$11.8M (-$23.7M)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares1,745,276 from 1,021,785
Change+723,491 (+71%)
Value$10.6M (+$1.4M)
Filed 2026-11-09
Allen Operations LLC
UNCHANGED
Shares1,557,888 from 1,557,888
Change0 (0%)
Value$9.4M (-$4.5M)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares911,607 from 934,957
Change-23,350 (-2%)
Value$5.5M (-$2.8M)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares899,036 from 920,410
Change-21,374 (-2%)
Value$5.4M (-$2.8M)
Filed 2026-11-10
Fifth Third Bancorp
INCREASED
Shares890,411 from 440,862
Change+449,549 (+102%)
Value$5.4M (+$1.5M)
Filed 2026-11-05
Edgestream Partners, L.P.
INCREASED
Shares818,995 from 252,936
Change+566,059 (+224%)
Value$5.0M (+$2.7M)
Filed 2026-11-10
Imc-Chicago, LLC
INCREASED
Shares657,277 from 231,436
Change+425,841 (+184%)
Value$4.0M (+$1.9M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares611,997 from 682,748
Change-70,751 (-10%)
Value$3.7M (-$2.4M)
Filed 2026-11-06
Amundi
DECREASED
Shares558,761 from 739,883
Change-181,122 (-24%)
Value$3.4M (-$3.2M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares558,296 from 297,997
Change+260,299 (+87%)
Value$3.4M (+$719.6K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares537,816 from 488,818
Change+48,998 (+10%)
Value$3.3M (-$1.1M)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares470,518 from 352,874
Change+117,644 (+33%)
Value$2.8M (-$301.0K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares458,594 from 383,858
Change+74,736 (+19%)
Value$2.8M (-$649.5K)
Filed 2026-11-02
Udine Wealth Management, Inc.
INCREASED
Shares275,508 from 264,270
Change+11,238 (+4%)
Value$1.7M (-$690.5K)
Filed 2026-10-23
Bouvel Investment Partners, LLC
INCREASED
Shares250,437 from 249,616
Change+821 (+0%)
Value$1.5M (-$711.4K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares245,567 from 260,536
Change-14,969 (-6%)
Value$1.5M (-$838.3K)
Filed 2026-11-02
Handelsbanken Fonder AB
UNCHANGED
Shares217,426 from 217,426
Change0 (0%)
Value$1.3K (-$624)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares187,865 from 199,960
Change-12,095 (-6%)
Value$1.1M (-$647.1K)
Filed 2026-11-09
Yarbrough Capital, LLC
UNCHANGED
Shares167,483 from 167,483
Change0 (0%)
Value$1.0M (-$480.7K)
Filed 2026-10-19
State of New Jersey Common Pension Fund D
INCREASED
Shares154,735 from 106,738
Change+47,997 (+45%)
Value$936.1K (-$16.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares139,150 from 162,711
Change-23,561 (-14%)
Value$842 (-$609)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares135,243 from 165,521
Change-30,278 (-18%)
Value$818.2K (-$658.2K)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares132,266 from 122,153
Change+10,113 (+8%)
Value$800.2K (-$289.4K)
Filed 2026-10-22
Lighthouse Financial LLC
INCREASED
Shares114,933 from 99,533
Change+15,400 (+15%)
Value$695.3K (-$192.5K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares101,909 from 117,768
Change-15,859 (-13%)
Value$616.5K (-$433.9K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares99,784 from 91,282
Change+8,502 (+9%)
Value$603.7K (-$210.5K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares98,086 from 90,860
Change+7,226 (+8%)
Value$593.4K (-$217.1K)
Filed 2026-10-21
ProShare Advisors LLC
DECREASED
Shares96,253 from 102,964
Change-6,711 (-7%)
Value$582.3K (-$336.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares95,658 from 57,818
Change+37,840 (+65%)
Value$578.7K (+$63.0K)
Filed 2026-11-02
LJI Wealth Management, LLC
INCREASED
Shares94,000 from 75,500
Change+18,500 (+25%)
Value$568.7K (-$104.8K)
Filed 2026-10-28
180 Wealth Advisors, LLC
INCREASED
Shares93,069 from 62,729
Change+30,340 (+48%)
Value$563.1K (+$3.5K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares79,659 from 78,651
Change+1,008 (+1%)
Value$481.9K (-$219.6K)
Filed 2026-10-23
Cobblestone Asset Management LLC
INCREASED
Shares79,300 from 79,000
Change+300 (+0%)
Value$479.8K (-$224.9K)
Filed 2026-10-13
Principal Financial Group Inc
INCREASED
Shares78,359 from 51,836
Change+26,523 (+51%)
Value$474.1K (+$11.7K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares72,907 from 70,632
Change+2,275 (+3%)
Value$441.1K (-$189.0K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
INCREASED
Shares70,853 from 66,670
Change+4,183 (+6%)
Value$428.7K (-$166.0K)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares69,266 from 67,557
Change+1,709 (+3%)
Value$419.1K (-$183.5K)
Filed 2026-11-03
Modera Wealth Management, LLC
UNCHANGED
Shares67,000 from 67,000
Change0 (0%)
Value$405.4K (-$192.3K)
Filed 2026-10-28
Green Alpha Advisors, LLC
INCREASED
Shares66,654 from 41,568
Change+25,086 (+60%)
Value$403.3K (+$32.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares65,259 from 53,518
Change+11,741 (+22%)
Value$375.2K (-$37.9K)
Filed 2026-10-13
Xponance LLC
DECREASED
Shares63,850 from 66,249
Change-2,399 (-4%)
Value$386.3K (-$204.6K)
Filed 2026-11-03
Wealthfront Advisers LLC
INCREASED
Shares56,918 from 50,492
Change+6,426 (+13%)
Value$344.4K (-$106.0K)
Filed 2026-11-09
Quantum Private Wealth, LLC
INCREASED
Shares55,898 from 55,200
Change+698 (+1%)
Value$338.2K (-$154.2K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares52,115 from 42,808
Change+9,307 (+22%)
Value$315.3K (-$66.6K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares51,837 from 47,068
Change+4,769 (+10%)
Value$313.6K (-$106.2K)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares48,700 from 68,900
Change-20,200 (-29%)
Value$294.6K (-$320.0K)
Filed 2026-10-30
Steinberganna Wealth Management
UNCHANGED
Shares45,644 from 45,644
Change0 (0%)
Value$276.1K (-$131.0K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares44,197 from 40,692
Change+3,505 (+9%)
Value$267.4K (-$95.6K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares42,900 from 39,362
Change+3,538 (+9%)
Value$259.5K (-$91.6K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
INCREASED
Shares40,448 from 4,233
Change+36,215 (+856%)
Value$244.7K (+$207.0K)
Filed 2026-10-29
Pictet Asset Management Holding SA
INCREASED
Shares39,640 from 34,744
Change+4,896 (+14%)
Value$239.8K (-$70.1K)
Filed 2026-11-03
Phoenix Financial Ltd.
UNCHANGED
Shares39,600 from 39,600
Change0 (0%)
Value$240.3K (-$111.8K)
Filed 2026-11-09
Westwood Wealth Management
DECREASED
Shares37,300 from 40,800
Change-3,500 (-9%)
Value$225.7K (-$138.3K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares36,572 from 22,756
Change+13,816 (+61%)
Value$221.3K (+$18.3K)
Filed 2026-10-08
Natixis
INCREASED
Shares35,596 from 35,256
Change+340 (+1%)
Value$215.4K (-$99.1K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
INCREASED
Shares35,012 from 28,929
Change+6,083 (+21%)
Value$208.8K (-$49.3K)
Filed 2026-10-21
Cascade Wealth Advisors, Inc
NEW
Shares35,000
Change+35,000
Value$207.6K
Filed 2026-11-09
Intech Investment Management LLC
DECREASED
Shares34,630 from 198,953
Change-164,323 (-83%)
Value$209.5K (-$1.6M)
Filed 2026-11-09
J. Safra Sarasin Holding AG
DECREASED
Shares33,800 from 34,411
Change-611 (-2%)
Value$204.5K (-$102.5K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares33,390 from 15,790
Change+17,600 (+111%)
Value$202.0K (+$61.2K)
Filed 2026-11-06
Nautilus Advisors LLC
INCREASED
Shares32,893 from 31,848
Change+1,045 (+3%)
Value$199.0K (-$46.9K)
Filed 2026-10-07
Congress Park Capital LLC
NEW
Shares32,000
Change+32,000
Value$193.6K
Filed 2026-10-13
Realta Investment Advisors
INCREASED
Shares31,000 from 23,535
Change+7,465 (+32%)
Value$187.6K (-$22.4K)
Filed 2026-10-14
CIBC Asset Management Inc
UNCHANGED
Shares30,285 from 30,285
Change0 (0%)
Value$183.2K (-$86.9K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares29,998 from 28,125
Change+1,873 (+7%)
Value$181.5K (-$69.4K)
Filed 2026-11-09
Twelve Points Wealth Management LLC
INCREASED
Shares29,983 from 19,228
Change+10,755 (+56%)
Value$146.9K (-$24.6K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares29,013 from 28,651
Change+362 (+1%)
Value$175.5K (-$80.0K)
Filed 2026-10-20
Vanguard Capital Wealth Advisors
DECREASED
Shares27,865 from 33,930
Change-6,065 (-18%)
Value$168.6K (-$134.1K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares27,850 from 17,269
Change+10,581 (+61%)
Value$168.5K (+$19.8K)
Filed 2026-11-06
Pier 88 Investment Partners LLC
INCREASED
Shares27,700 from 16,500
Change+11,200 (+68%)
Value$167.6K (+$20.4K)
Filed 2026-11-06
Themes Management Co LLC
UNCHANGED
Shares27,428 from 27,428
Change0 (0%)
Value$165.9K (-$78.7K)
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED
Shares27,285 from 31,106
Change-3,821 (-12%)
Value$165.1K (-$112.4K)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares27,000 from 26,100
Change+900 (+3%)
Value$163.4K (-$69.5K)
Filed 2026-10-09
Pinnacle Associates LTD
INCREASED
Shares26,951 from 21,760
Change+5,191 (+24%)
Value$163.1K (-$31.0K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares25,298 from 25,547
Change-249 (-1%)
Value$145.5K (-$82.4K)
Filed 2026-10-09
Sovran Advisors, LLC
INCREASED
Shares24,430 from 18,004
Change+6,426 (+36%)
Value$124.1K (-$6.8K)
Filed 2026-11-02
Apollon Wealth Management, LLC
NEW
Shares24,053
Change+24,053
Value$145.5K
Filed 2026-10-23
Sterling Capital Management LLC
INCREASED
Shares22,367 from 2,381
Change+19,986 (+839%)
Value$135.3K (+$114.1K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares22,219 from 20,011
Change+2,208 (+11%)
Value$134.4K (-$44.1K)
Filed 2026-11-05
Leonteq Securities AG
INCREASED
Shares22,101 from 6,030
Change+16,071 (+267%)
Value$133.7K (+$79.9K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
DECREASED
Shares21,780 from 26,782
Change-5,002 (-19%)
Value$131.8K (-$107.3K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares21,054 from 16,500
Change+4,554 (+28%)
Value$127.4K (-$19.8K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares20,180 from 26,740
Change-6,560 (-25%)
Value$122 (-$117)
Filed 2026-10-22
Cornerstone Capital, Inc.
INCREASED
Shares19,650 from 12,450
Change+7,200 (+58%)
Value$118.9K (+$7.8K)
Filed 2026-11-10
J. Derek Lewis & Associates Inc.
INCREASED
Shares19,200 from 13,300
Change+5,900 (+44%)
Value$116.2K (-$2.5K)
Filed 2026-11-03
Sprott Inc.
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$115.0K (-$54.5K)
Filed 2026-11-09
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares18,533 from 425,958
Change-407,425 (-96%)
Value$112.1K (-$3.7M)
Filed 2026-11-10
Amalgamated Bank
UNCHANGED
Shares18,395 from 18,395
Change0 (0%)
Value$111 (-$53)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares18,264 from 11,229
Change+7,035 (+63%)
Value$110.5K (+$10.3K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
DECREASED
Shares18,200 from 20,935
Change-2,735 (-13%)
Value$110.1K (-$76.6K)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares17,985 from 16,617
Change+1,368 (+8%)
Value$108.8K (-$39.4K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
NEW
Shares17,629
Change+17,629
Value$106.7K
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares17,322 from 15,686
Change+1,636 (+10%)
Value$104.8K (-$35.1K)
Filed 2026-10-07
International Assets Investment Management, LLC
INCREASED
Shares17,166 from 16,666
Change+500 (+3%)
Value$102.3K (-$45.0K)
Filed 2026-11-02
Silver OAK Securities, Incorporated
INCREASED
Shares16,921 from 721
Change+16,200 (+2247%)
Value$100.3K (+$93.9K)
Filed 2026-11-09
Matauro, LLC
DECREASED
Shares16,475 from 26,475
Change-10,000 (-38%)
Value$99.7K (-$136.5K)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
UNCHANGED
Shares16,461 from 16,461
Change0 (0%)
Value$99.6K (-$47.2K)
Filed 2026-10-14
Headland Capital, LLC
INCREASED
Shares16,450 from 12,100
Change+4,350 (+36%)
Value$99.5K (-$8.4K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares16,414
Change+16,414
Value$99.3K
Filed 2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED
Shares16,365 from 16,365
Change0 (0%)
Value$99.0K (-$47.0K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares15,783 from 15,508
Change+275 (+2%)
Value$140.8K (+$2.5K)
Filed 2026-11-06
Thompson Davis & Co., Inc.
INCREASED
Shares15,500 from 13,500
Change+2,000 (+15%)
Value$93.8K (-$26.6K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares15,255 from 7,000
Change+8,255 (+118%)
Value$70.3K (+$7.9K)
Filed 2026-10-15
Coldstream Capital Management Inc
NEW
Shares15,245
Change+15,245
Value$92.2K
Filed 2026-11-09
Regatta Capital Group, LLC
NEW
Shares15,100
Change+15,100
Value$91.4K
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares15,076 from 12,019
Change+3,057 (+25%)
Value$91.2K (-$16.0K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares14,950 from 15,075
Change-125 (-1%)
Value$90.4K (-$44.0K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares14,689 from 13,914
Change+775 (+6%)
Value$88.9K (-$35.2K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares14,685 from 12,228
Change+2,457 (+20%)
Value$88.8K (-$20.2K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares14,555 from 10,622
Change+3,933 (+37%)
Value$88.1K (-$6.7K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
NEW
Shares14,459
Change+14,459
Value$87.5K
Filed 2026-10-20
HB Wealth Management, LLC
NEW
Shares14,302
Change+14,302
Value$86.5K
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares13,867 from 11,184
Change+2,683 (+24%)
Value$83.9K (-$15.9K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares13,542 from 12,494
Change+1,048 (+8%)
Value$81.9K (-$29.5K)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares13,349 from 13,904
Change-555 (-4%)
Value$80.8K (-$43.3K)
Filed 2026-10-29
Formidable Asset Management, LLC
DECREASED
Shares13,167 from 13,867
Change-700 (-5%)
Value$117.5K (+$2.9K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares12,572 from 14,216
Change-1,644 (-12%)
Value$76.1K (-$50.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares12,524
Change+12,524
Value$75.8K
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW
Shares12,266
Change+12,266
Value$74.2K
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares12,257 from 11,527
Change+730 (+6%)
Value$74.2K (-$28.7K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
INCREASED
Shares12,243 from 10,803
Change+1,440 (+13%)
Value$74.3K (-$21.9K)
Filed 2026-11-09
Clarity Wealth Advisors, LLC
INCREASED
Shares12,210 from 11,810
Change+400 (+3%)
Value$73.9K (-$31.5K)
Filed 2026-10-21
Private Management Group Inc
INCREASED
Shares12,189 from 11,989
Change+200 (+2%)
Value$73.7K (-$33.2K)
Filed 2026-11-04
Clear Wave Wealth Management LLC
NEW
Shares12,087
Change+12,087
Value$73.1K
Filed 2026-11-04
HUB Investment Partners, LLC
NEW
Shares11,804
Change+11,804
Value$71.4K
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares11,596 from 9,852
Change+1,744 (+18%)
Value$70.2K (-$17.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares11,505 from 11,000
Change+505 (+5%)
Value$68.5K (-$28.7K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
INCREASED
Shares11,492 from 11,460
Change+32 (+0%)
Value$69.5K (-$32.7K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares11,373 from 11,330
Change+43 (+0%)
Value$68.8K (-$32.3K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares11,325 from 20,425
Change-9,100 (-45%)
Value$55.5K (-$126.7K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares11,209 from 9,646
Change+1,563 (+16%)
Value$67.8K (-$18.2K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$66.6K (-$31.6K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,784 from 11,121
Change-337 (-3%)
Value$65.2K (-$34.0K)
Filed 2026-10-23
Freestone Capital Holdings, LLC
DECREASED
Shares10,774 from 11,972
Change-1,198 (-10%)
Value$65.2K (-$41.6K)
Filed 2026-11-09
G2 Capital Management, LLC / OH
NEW
Shares10,625
Change+10,625
Value$64.3K
Filed 2026-10-23
Accel Wealth Management
NEW
Shares10,547
Change+10,547
Value$63.8K
Filed 2026-10-13
Meritas Wealth Management, LLC
UNCHANGED
Shares10,314 from 10,314
Change0 (0%)
Value$62.4K (-$29.6K)
Filed 2026-10-14
DKM Wealth Management, Inc.
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$62.3K (-$29.6K)
Filed 2026-10-09
Silverlake Wealth Management LLC
NEW
Shares10,167
Change+10,167
Value$61.5K
Filed 2026-10-21
Lynx Investment Advisory
NEW
Shares10,000
Change+10,000
Value$60.5K
Filed 2026-10-27
Herold Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$60.5K (-$28.5K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares9,210 from 8,700
Change+510 (+6%)
Value$55.7K (-$21.9K)
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares9,100 from 7,500
Change+1,600 (+21%)
Value$55.1K (-$11.8K)
Filed 2026-10-30
Mountain Hill Investment Partners Corp.
INCREASED
Shares9,000 from 7,500
Change+1,500 (+20%)
Value$54.5K (-$12.5K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares8,843 from 9,593
Change-750 (-8%)
Value$53.5K (-$32.1K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares8,597 from 6,035
Change+2,562 (+42%)
Value$52.0K (-$1.8K)
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares8,451 from 6,501
Change+1,950 (+30%)
Value$51.1K (-$6.9K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares8,450 from 7,450
Change+1,000 (+13%)
Value$51.1K (-$15.3K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares7,739 from 6,725
Change+1,014 (+15%)
Value$46.8K (-$13.2K)
Filed 2026-10-08
Asset Planning,Inc
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$46.6K (-$22.1K)
Filed 2026-10-26
KBC Group NV
UNCHANGED
Shares7,634 from 7,634
Change0 (0%)
Value$46 (-$22)
Filed 2026-10-22
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares7,121 from 7,367
Change-246 (-3%)
Value$43.1K (-$22.6K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares6,142 from 9,229
Change-3,087 (-33%)
Value$37.2K (-$45.2K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$34.9K (-$16.5K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares5,115 from 3,815
Change+1,300 (+34%)
Value$30.9K (-$3.1K)
Filed 2026-11-09
Strive Financial Group,LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$26.9K (-$12.8K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,200 from 7,000
Change-2,800 (-40%)
Value$25.4K (-$37.0K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares3,766
Change+3,766
Value$22.8K
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$21.6K (-$10.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares3,501 from 8,292
Change-4,791 (-58%)
Value$21.2K (-$52.8K)
Filed 2026-10-08
Hickory Point Bank & Trust
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$21.2K (-$10.0K)
Filed 2026-10-01
Versant Capital Management, Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$21.2K (-$10.0K)
Filed 2026-10-02
Nfsg Corp
DECREASED
Shares3,095 from 5,960
Change-2,865 (-48%)
Value$18.7K (-$34.4K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares2,923 from 1,327
Change+1,596 (+120%)
Value$17.7K (+$5.8K)
Filed 2026-10-05
Avion Wealth
INCREASED
Shares2,667 from 2,467
Change+200 (+8%)
Value$16 (-$5)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares2,568
Change+2,568
Value$15.5K
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares2,427
Change+2,427
Value$14.7K
Filed 2026-10-09
Geneos Wealth Management Inc.
INCREASED
Shares2,355 from 2,255
Change+100 (+4%)
Value$14.2K (-$5.9K)
Filed 2026-11-09
Rothwell Investment Advisors, LLC
NEW
Shares2,225
Change+2,225
Value$13.5K
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$12.5K (-$6.0K)
Filed 2026-11-04
Centerpoint Advisors, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$12 (-$6)
Filed 2026-11-05
Spurstone Advisory Services, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$11.9K (-$5.8K)
Filed 2026-11-02
Markowski Investments
NEW
Shares1,891
Change+1,891
Value$11.4K
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares1,863
Change+1,863
Value$11.3K
Filed 2026-10-13
Canton Hathaway, LLC
NEW
Shares1,800
Change+1,800
Value$10.9K
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$10.4K (-$4.9K)
Filed 2026-10-23
Westside Investment Management, Inc.
INCREASED
Shares1,600 from 600
Change+1,000 (+167%)
Value$9.6K (+$4.2K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$9.6K (-$4.5K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares1,226
Change+1,226
Value$7.4K
Filed 2026-10-21
IAG Wealth Partners, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$7.3K (-$3.4K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares1,196 from 1,162
Change+34 (+3%)
Value$7.2K (-$3.1K)
Filed 2026-11-06
Tidemark, LLC
INCREASED
Shares1,181 from 1,131
Change+50 (+4%)
Value$7.1K (-$2.9K)
Filed 2026-11-09
Cheviot Value Management, LLC
INCREASED
Shares1,083 from 1,000
Change+83 (+8%)
Value$6.6K (-$2.4K)
Filed 2026-11-09
Valley National Advisers Inc
DECREASED
Shares1,040 from 1,070
Change-30 (-3%)
Value$6.3K (-$3.3K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares1,018 from 1,150
Change-132 (-11%)
Value$6.2K (-$4.1K)
Filed 2026-10-21
City State Bank
NEW
Shares1,000
Change+1,000
Value$6.1K
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,000 from 850
Change+150 (+18%)
Value$6.1K (-$1.5K)
Filed 2026-10-16
Essential Investment Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6.1K (-$2.9K)
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6.1K (-$2.9K)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6.1K (-$2.9K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$5.9K (-$2.8K)
Filed 2026-10-05
Covestor Ltd
INCREASED
Shares969 from 930
Change+39 (+4%)
Value$5 (-$4)
Filed 2026-10-30
Kingdom Financial Group Llc.
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$5.7K (-$2.7K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares929 from 1,162
Change-233 (-20%)
Value$5.6K (-$4.7K)
Filed 2026-11-04
SouthState Bank Corp
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$5.3K (-$2.5K)
Filed 2026-11-09
Nemes Rush Group LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$5.2K (-$2.5K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
NEW
Shares810
Change+810
Value$5
Filed 2026-10-22
Nova Financial LLC
NEW
Shares800
Change+800
Value$4.8K
Filed 2026-11-04
Zions Bancorporation, National Association
INCREASED
Shares800 from 50
Change+750 (+1500%)
Value$4.8K (+$4.4K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares743
Change+743
Value$4.5K
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$4.3K (-$2.0K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares702
Change+702
Value$4.2K
Filed 2026-10-30
Chung Wu Investment Group, LLC
INCREASED
Shares700 from 200
Change+500 (+250%)
Value$4.2K (+$2.5K)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$4.2K (-$2.0K)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$4.0K (-$1.9K)
Filed 2026-11-03
Aspect Partners, LLC
INCREASED
Shares640 from 626
Change+14 (+2%)
Value$3.9K (-$1.7K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$3.6K (-$1.7K)
Filed 2026-10-23
American Capital Advisory, LLC
INCREASED
Shares580 from 565
Change+15 (+3%)
Value$3.5K (-$1.5K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$2.8K (-$2.3K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$3.3K (-$1.6K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares500
Change+500
Value$3.0K
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares500
Change+500
Value$3.0K
Filed 2026-10-27
N.E.W. Advisory Services LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.0K (-$1.4K)
Filed 2026-11-09
New England Capital Financial Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.0K (-$1.4K)
Filed 2026-11-03
NBH Bank
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$2.9K (-$1.4K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$2.5K (-$1.2K)
Filed 2026-10-20
Monetary Solutions, Ltd
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$2.4K (-$1.1K)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$2.4K (-$1.1K)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$2.4K (-$1.1K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$2.3K (-$1.1K)
Filed 2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$33.1K (+$30.0K)
Filed 2026-11-09
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (-$861)
Filed 2026-10-19
Costello Asset Management, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (-$861)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (-$861)
Filed 2026-10-28
CKW Financial Group
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2 (-$1)
Filed 2026-10-29
Tower View Wealth Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (-$861)
Filed 2026-10-23
Hoey Investments, Inc
DECREASED
Shares290 from 400
Change-110 (-27%)
Value$1.8K (-$1.8K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares261
Change+261
Value$1.6K
Filed 2026-10-29
Strengthening Families & Communities, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$1.5K (-$729)
Filed 2026-10-21
Torren Management, LLC
NEW
Shares250
Change+250
Value$1.5K
Filed 2026-10-29
Hantz Financial Services, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2 ($0)
Filed 2026-11-09
Archer Investment Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$1.5K (-$717)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares205 from 189
Change+16 (+8%)
Value$1.2K (-$445)
Filed 2026-10-07
Trust Co of Vermont
NEW
Shares200
Change+200
Value$1.2K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
NEW
Shares187
Change+187
Value$1.1K
Filed 2026-10-20
Toth Financial Advisory Corp
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$1.1K (-$525)
Filed 2026-10-08
Hughes Financial Services, LLC
DECREASED
Shares155 from 387
Change-232 (-60%)
Value$787 (-$2.7K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares155 from 20
Change+135 (+675%)
Value$938 (+$760)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares150 from 870
Change-720 (-83%)
Value$1 (-$6)
Filed 2026-11-04
Clark Wealth Partners
NEW
Shares131
Change+131
Value$793
Filed 2026-10-19
PlanVest Financial, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$787 (-$373)
Filed 2026-11-09
Blue Trust, Inc.
INCREASED
Shares120 from 113
Change+7 (+6%)
Value$729 (-$279)
Filed 2026-10-15
Quent Capital, LLC
NEW
Shares116
Change+116
Value$687
Filed 2026-11-09
RMG Wealth Management LLC
NEW
Shares100
Change+100
Value$466
Filed 2026-10-26
Sfam, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$605 (-$287)
Filed 2026-11-03
Planning Strategies Inc.
NEW
Shares96
Change+96
Value$581
Filed 2026-10-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$545 (-$258)
Filed 2026-10-22
Bell Investment Advisors, Inc
DECREASED
Shares81 from 213
Change-132 (-62%)
Value$491 (-$1.4K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares75
Change+75
Value$453
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$424 (-$200)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares65
Change+65
Value$393
Filed 2026-11-03
Birchwood Financial Partners, Inc.
NEW
Shares62
Change+62
Value$375
Filed 2026-11-02
Noble Wealth Management PBC
NEW
Shares50
Change+50
Value$303
Filed 2026-10-01
Rydar Equities, Inc.
NEW
Shares50
Change+50
Value$288
Filed 2026-10-13
Kelleher Financial Advisors
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$303 (-$143)
Filed 2026-10-30
Abound Wealth Management
NEW
Shares39
Change+39
Value$236
Filed 2026-10-26
Dogwood Wealth Management LLC
INCREASED
Shares39 from 38
Change+1 (+3%)
Value$237 (-$102)
Filed 2026-11-09
Main Street Group, LTD
INCREASED
Shares33 from 3
Change+30 (+1000%)
Value$200 (+$173)
Filed 2026-10-28
Atlantic Private Wealth, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$182 (-$86)
Filed 2026-11-09
Compass Financial Management LLC
NEW
Shares29
Change+29
Value$176
Filed 2026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$169 (-$81)
Filed 2026-11-10
Evermay Wealth Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$121 (-$58)
Filed 2026-11-05
James T. Borello RIA
NEW
Shares18
Change+18
Value$109
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$109 (-$50)
Filed 2026-10-29
SJS Investment Consulting Inc.
NEW
Shares15
Change+15
Value$91
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$91 (-$43)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
NEW
Shares10
Change+10
Value$61
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares5 from 12
Change-7 (-58%)
Value$30 (-$77)
Filed 2026-11-05
Marquette Asset Management, LLC
DECREASED
Shares2 from 65
Change-63 (-97%)
Value$13 (-$567)
Filed 2026-10-09
Gateway Investment Advisers LLC
CLOSED
Shares0 from 189,226
Change-189,226 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Nikulski Financial, Inc.
CLOSED
Shares0 from 73,607
Change-73,607 (-100%)
Value$0 (-$656.6K)
Filed 2026-11-06
Cookson Peirce & Co Inc
CLOSED
Shares0 from 55,000
Change-55,000 (-100%)
Value$0 (-$490.6K)
Filed 2026-10-30
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 54,176
Change-54,176 (-100%)
Value$0 (-$483.3K)
Filed 2026-11-02
Inspire Investing, LLC
CLOSED
Shares0 from 37,145
Change-37,145 (-100%)
Value$0 (-$331.3K)
Filed 2026-10-22
M&T Bank Corp
CLOSED
Shares0 from 33,079
Change-33,079 (-100%)
Value$0 (-$295.4K)
Filed 2026-11-10
Bayforest Capital Ltd
CLOSED
Shares0 from 23,420
Change-23,420 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-03
IPG Investment Advisors LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$178.4K)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 19,503
Change-19,503 (-100%)
Value$0 (-$174.0K)
Filed 2026-11-05
Titleist Asset Management, LLC
CLOSED
Shares0 from 17,320
Change-17,320 (-100%)
Value$0 (-$154.5K)
Filed 2026-10-08
Vise Technologies, Inc.
CLOSED
Shares0 from 15,737
Change-15,737 (-100%)
Value$0 (-$140.4K)
Filed 2026-10-29
Nations Financial Group Inc,
CLOSED
Shares0 from 14,550
Change-14,550 (-100%)
Value$0 (-$129.8K)
Filed 2026-11-05
Thrivent Financial for Lutherans
CLOSED
Shares0 from 12,612
Change-12,612 (-100%)
Value$0 (-$111)
Filed 2026-11-05
Lewis Asset Management, LLC
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$93.7K)
Filed 2026-10-14
QTR Family Wealth, LLC
CLOSED
Shares0 from 10,428
Change-10,428 (-100%)
Value$0 (-$93.0K)
Filed 2026-11-02
HighPoint Advisor Group LLC
CLOSED
Shares0 from 10,115
Change-10,115 (-100%)
Value$0 (-$90.2K)
Filed 2026-11-09
Integrity Alliance, Llc.
CLOSED
Shares0 from 10,055
Change-10,055 (-100%)
Value$0 (-$89.7K)
Filed 2026-10-29
Arbor Capital Management Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$66.5K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 8,450
Change-8,450 (-100%)
Value$0 (-$75.4K)
Filed 2026-10-22
Summit Securities Group LLC
CLOSED
Shares0 from 5,703
Change-5,703 (-100%)
Value$0 (-$50.9K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED
Shares0 from 2,964
Change-2,964 (-100%)
Value$0 (-$26.4K)
Filed 2026-11-05
Hilltop National Bank
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-28
Horizon Financial Services, LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-07
LifeSteps Financial, Inc.
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Highline Wealth Partners LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-19
McCarley & Cook Financial Planners
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$731)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$313)
Filed 2026-10-28
Concord Wealth Partners
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$303)
Filed 2026-11-02
Essential Partners LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$98)
Filed 2026-10-14
Mosley Wealth Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$90)
Filed 2026-10-16
Activest Wealth Management
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$62)
Filed 2026-10-15
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 53,506,741
Change-53,506,741 (-100%)
Value—
Capricorn Investment Group LLC
N/A
Shares— from 28,470,647
Change-28,470,647 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 27,579,214
Change-27,579,214 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 26,656,225
Change-26,656,225 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,529,722
Change-19,529,722 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,746,713
Change-15,746,713 (-100%)
Value—
Intel Corp
N/A
Shares— from 15,316,315
Change-15,316,315 (-100%)
Value—
Delta AIR Lines, Inc.
N/A
Shares— from 14,590,713
Change-14,590,713 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,890,694
Change-10,890,694 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,787,789
Change-10,787,789 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,019,920
Change-8,019,920 (-100%)
Value—
Uber Technologies, Inc
N/A
Shares— from 7,139,208
Change-7,139,208 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 6,694,311
Change-6,694,311 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,779,846
Change-5,779,846 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,418,511
Change-5,418,511 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,266,308
Change-5,266,308 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5,198,381
Change-5,198,381 (-100%)
Value—
8VC GP I, LLC
N/A
Shares— from 4,798,334
Change-4,798,334 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,662,447
Change-4,662,447 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,475,844
Change-4,475,844 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,024,835
Change-4,024,835 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,775,277
Change-3,775,277 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,247,472
Change-3,247,472 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,128,115
Change-3,128,115 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 2,814,732
Change-2,814,732 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,710,730
Change-2,710,730 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 2,599,718
Change-2,599,718 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,959,715
Change-1,959,715 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,842,419
Change-1,842,419 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,435,223
Change-1,435,223 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,267,675
Change-1,267,675 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,223,719
Change-1,223,719 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,104,300
Change-1,104,300 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,018,762
Change-1,018,762 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 848,215
Change-848,215 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 834,427
Change-834,427 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 816,382
Change-816,382 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 785,928
Change-785,928 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 784,541
Change-784,541 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 758,927
Change-758,927 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 749,493
Change-749,493 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 734,707
Change-734,707 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 688,288
Change-688,288 (-100%)
Value—
Man Group plc
N/A
Shares— from 670,971
Change-670,971 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 644,066
Change-644,066 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 576,825
Change-576,825 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 512,713
Change-512,713 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 491,300
Change-491,300 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 463,890
Change-463,890 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 446,765
Change-446,765 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 440,450
Change-440,450 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 438,457
Change-438,457 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 422,500
Change-422,500 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 395,002
Change-395,002 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 385,572
Change-385,572 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 382,520
Change-382,520 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 376,602
Change-376,602 (-100%)
Value—
Creek Drive Management Group LLC
N/A
Shares— from 375,000
Change-375,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 366,308
Change-366,308 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 364,406
Change-364,406 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 332,157
Change-332,157 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 295,143
Change-295,143 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 288,003
Change-288,003 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 285,919
Change-285,919 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 285,523
Change-285,523 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 279,453
Change-279,453 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 274,021
Change-274,021 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 257,354
Change-257,354 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 255,930
Change-255,930 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 249,456
Change-249,456 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 248,961
Change-248,961 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 237,972
Change-237,972 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 228,070
Change-228,070 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 228,067
Change-228,067 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 227,448
Change-227,448 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 209,842
Change-209,842 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 209,298
Change-209,298 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 199,581
Change-199,581 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 198,957
Change-198,957 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 176,394
Change-176,394 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 164,450
Change-164,450 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 157,899
Change-157,899 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 151,539
Change-151,539 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 132,276
Change-132,276 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 125,664
Change-125,664 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 118,294
Change-118,294 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 115,631
Change-115,631 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 111,320
Change-111,320 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 110,560
Change-110,560 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 103,433
Change-103,433 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 97,944
Change-97,944 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 95,714
Change-95,714 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 94,600
Change-94,600 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 88,432
Change-88,432 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 86,931
Change-86,931 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 83,950
Change-83,950 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 79,580
Change-79,580 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 79,115
Change-79,115 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 78,970
Change-78,970 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 73,489
Change-73,489 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 72,759
Change-72,759 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 70,702
Change-70,702 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 67,713
Change-67,713 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 67,565
Change-67,565 (-100%)
Value—
Varcov Co.
N/A
Shares— from 64,730
Change-64,730 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 64,063
Change-64,063 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 62,878
Change-62,878 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 61,529
Change-61,529 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 60,841
Change-60,841 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 60,391
Change-60,391 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 57,994
Change-57,994 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,892
Change-57,892 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 55,500
Change-55,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,240
Change-53,240 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 48,895
Change-48,895 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 45,837
Change-45,837 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 44,273
Change-44,273 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 42,509
Change-42,509 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 42,453
Change-42,453 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 41,683
Change-41,683 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40,617
Change-40,617 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,574
Change-40,574 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 40,131
Change-40,131 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 40,013
Change-40,013 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 38,065
Change-38,065 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 36,171
Change-36,171 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 35,825
Change-35,825 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 35,823
Change-35,823 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 35,250
Change-35,250 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 33,868
Change-33,868 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 33,663
Change-33,663 (-100%)
Value—
Allstate Corp
N/A
Shares— from 33,197
Change-33,197 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
&partners
N/A
Shares— from 32,316
Change-32,316 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 31,763
Change-31,763 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 31,606
Change-31,606 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,142
Change-31,142 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 30,987
Change-30,987 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 30,637
Change-30,637 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 28,218
Change-28,218 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 27,890
Change-27,890 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,121
Change-27,121 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 27,042
Change-27,042 (-100%)
Value—
Blair William & Co
N/A
Shares— from 26,992
Change-26,992 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 23,924
Change-23,924 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,476
Change-22,476 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,822
Change-21,822 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 21,545
Change-21,545 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,286
Change-21,286 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 21,162
Change-21,162 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,368
Change-20,368 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,095
Change-20,095 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,647
Change-19,647 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,094
Change-19,094 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 17,994
Change-17,994 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,779
Change-17,779 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,540
Change-17,540 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,852
Change-16,852 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,498
Change-16,498 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 16,159
Change-16,159 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,971
Change-15,971 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 15,375
Change-15,375 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 15,370
Change-15,370 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 15,190
Change-15,190 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,133
Change-13,133 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,861
Change-12,861 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,625
Change-12,625 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 12,341
Change-12,341 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,878
Change-11,878 (-100%)
Value—
Glazer Capital, LLC
N/A
Shares— from 11,489
Change-11,489 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,254
Change-11,254 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,767
Change-10,767 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,249
Change-10,249 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,023
Change-10,023 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,207
Change-8,207 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 198
Change-198 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 180
Change-180 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 115
Change-115 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Toyota Motor Corp/
UNCHANGED128,454,401128,454,40100%$1.1B$777.1M-$368.7M2026-11-10
Baillie Gifford & Co
DECREASED54,793,54061,139,048-6,345,508-10%$545.4M$331.5M-$213.9M2026-11-09
Geode Capital Management, LLC
INCREASED16,083,31215,937,137+146,175+1%$142.2M$97.3M-$44.9M2026-11-06
Citigroup Inc
DECREASED4,563,5377,086,334-2,522,797-36%$63.2M$27.6M-$35.6M2026-11-04
Squarepoint Ops LLC
INCREASED4,300,2283,465,973+834,255+24%$30.9M$26.0M-$4.9M2026-11-09
Exchange Traded Concepts, LLC
INCREASED3,965,6052,832,334+1,133,271+40%$25.3M$24.0M-$1.3M2026-10-28
Sumitomo Mitsui Trust Group, Inc.
INCREASED2,947,6722,815,752+131,920+5%$25.1M$17.8M-$7.3M2026-10-29
Lingotto Investment Management LLP
INCREASED2,635,2532,405,253+230,000+10%$21.5M$15.9M-$5.5M2026-10-27
Nuveen, LLC
INCREASED2,188,0712,095,877+92,194+4%$18.7M$13.2M-$5.5M2026-11-10
Bank of New York Mellon Corp
DECREASED2,136,2042,136,710-5060%$19.1M$12.9M-$6.1M2026-11-05
Daiwa Securities Group Inc.
DECREASED1,942,3393,972,225-2,029,886-51%$35.4M$11.8M-$23.7M2026-10-29
Bank of Montreal
INCREASED1,745,2761,021,785+723,491+71%$9.1M$10.6M+$1.4M2026-11-09
Allen Operations LLC
UNCHANGED1,557,8881,557,88800%$13.9M$9.4M-$4.5M2026-11-03
LPL Financial LLC
DECREASED911,607934,957-23,350-2%$8.3M$5.5M-$2.8M2026-11-06
HighTower Advisors, LLC
DECREASED899,036920,410-21,374-2%$8.2M$5.4M-$2.8M2026-11-10
Fifth Third Bancorp
INCREASED890,411440,862+449,549+102%$3.9M$5.4M+$1.5M2026-11-05
Edgestream Partners, L.P.
INCREASED818,995252,936+566,059+224%$2.3M$5.0M+$2.7M2026-11-10
Imc-Chicago, LLC
INCREASED657,277231,436+425,841+184%$2.1M$4.0M+$1.9M2026-11-05
Deutsche Bank Ag\
DECREASED611,997682,748-70,751-10%$6.1M$3.7M-$2.4M2026-11-06
Amundi
DECREASED558,761739,883-181,122-24%$6.6M$3.4M-$3.2M2026-11-06
Barclays PLC
INCREASED558,296297,997+260,299+87%$2.7M$3.4M+$719.6K2026-11-06
SBI Securities Co., Ltd.
INCREASED537,816488,818+48,998+10%$4.4M$3.3M-$1.1M2026-10-22
Russell Investments Group, Ltd.
INCREASED470,518352,874+117,644+33%$3.1M$2.8M-$301.0K2026-11-06
Creative Planning
INCREASED458,594383,858+74,736+19%$3.4M$2.8M-$649.5K2026-11-02
Udine Wealth Management, Inc.
INCREASED275,508264,270+11,238+4%$2.4M$1.7M-$690.5K2026-10-23
Bouvel Investment Partners, LLC
INCREASED250,437249,616+821+0%$2.2M$1.5M-$711.4K2026-10-13
Commonwealth Equity Services, LLC
DECREASED245,567260,536-14,969-6%$2.3M$1.5M-$838.3K2026-11-02
Handelsbanken Fonder AB
UNCHANGED217,426217,42600%$1.9K$1.3K-$6242026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED187,865199,960-12,095-6%$1.8M$1.1M-$647.1K2026-11-09
Yarbrough Capital, LLC
UNCHANGED167,483167,48300%$1.5M$1.0M-$480.7K2026-10-19
State of New Jersey Common Pension Fund D
INCREASED154,735106,738+47,997+45%$952.1K$936.1K-$16.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED139,150162,711-23,561-14%$1.5K$842-$6092026-11-02
Rakuten Securities, Inc.
DECREASED135,243165,521-30,278-18%$1.5M$818.2K-$658.2K2026-11-02
Moran Wealth Management, LLC
INCREASED132,266122,153+10,113+8%$1.1M$800.2K-$289.4K2026-10-22
Lighthouse Financial LLC
INCREASED114,93399,533+15,400+15%$887.8K$695.3K-$192.5K2026-10-23
Lanark Financial, Inc.
DECREASED101,909117,768-15,859-13%$1.1M$616.5K-$433.9K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED99,78491,282+8,502+9%$814.2K$603.7K-$210.5K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED98,08690,860+7,226+8%$810.5K$593.4K-$217.1K2026-10-21
ProShare Advisors LLC
DECREASED96,253102,964-6,711-7%$918.4K$582.3K-$336.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED95,65857,818+37,840+65%$515.7K$578.7K+$63.0K2026-11-02
LJI Wealth Management, LLC
INCREASED94,00075,500+18,500+25%$673.5K$568.7K-$104.8K2026-10-28
180 Wealth Advisors, LLC
INCREASED93,06962,729+30,340+48%$559.5K$563.1K+$3.5K2026-11-03
Sowell Financial Services LLC
INCREASED79,65978,651+1,008+1%$701.6K$481.9K-$219.6K2026-10-23
Cobblestone Asset Management LLC
INCREASED79,30079,000+300+0%$704.7K$479.8K-$224.9K2026-10-13
Principal Financial Group Inc
INCREASED78,35951,836+26,523+51%$462.4K$474.1K+$11.7K2026-11-02
D.A. Davidson & Co.
INCREASED72,90770,632+2,275+3%$630.0K$441.1K-$189.0K2026-10-28
D'Orazio & Associates, Inc.
INCREASED70,85366,670+4,183+6%$594.7K$428.7K-$166.0K2026-11-04
Arizona State Retirement System
INCREASED69,26667,557+1,709+3%$602.6K$419.1K-$183.5K2026-11-03
Modera Wealth Management, LLC
UNCHANGED67,00067,00000%$597.6K$405.4K-$192.3K2026-10-28
Green Alpha Advisors, LLC
INCREASED66,65441,568+25,086+60%$370.8K$403.3K+$32.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED65,25953,518+11,741+22%$413.2K$375.2K-$37.9K2026-10-13
Xponance LLC
DECREASED63,85066,249-2,399-4%$590.9K$386.3K-$204.6K2026-11-03
Wealthfront Advisers LLC
INCREASED56,91850,492+6,426+13%$450.4K$344.4K-$106.0K2026-11-09
Quantum Private Wealth, LLC
INCREASED55,89855,200+698+1%$492.4K$338.2K-$154.2K2026-10-20
Independent Financial Group, LLC
INCREASED52,11542,808+9,307+22%$381.8K$315.3K-$66.6K2026-10-13
PNC Financial Services Group, Inc.
INCREASED51,83747,068+4,769+10%$419.8K$313.6K-$106.2K2026-11-06
Strs Ohio
DECREASED48,70068,900-20,200-29%$614.6K$294.6K-$320.0K2026-10-30
Steinberganna Wealth Management
UNCHANGED45,64445,64400%$407.1K$276.1K-$131.0K2026-10-23
Merit Financial Group, LLC
INCREASED44,19740,692+3,505+9%$363.0K$267.4K-$95.6K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED42,90039,362+3,538+9%$351.1K$259.5K-$91.6K2026-10-26
Caitong International Asset Management Co., Ltd
INCREASED40,4484,233+36,215+856%$37.8K$244.7K+$207.0K2026-10-29
Pictet Asset Management Holding SA
INCREASED39,64034,744+4,896+14%$309.9K$239.8K-$70.1K2026-11-03
Phoenix Financial Ltd.
UNCHANGED39,60039,60000%$352.2K$240.3K-$111.8K2026-11-09
Westwood Wealth Management
DECREASED37,30040,800-3,500-9%$363.9K$225.7K-$138.3K2026-10-29
Farther Finance Advisors, LLC
INCREASED36,57222,756+13,816+61%$202.9K$221.3K+$18.3K2026-10-08
Natixis
INCREASED35,59635,256+340+1%$314.5K$215.4K-$99.1K2026-11-06
Axxcess Wealth Management, LLC
INCREASED35,01228,929+6,083+21%$258.0K$208.8K-$49.3K2026-10-21
Cascade Wealth Advisors, Inc
NEW35,000—+35,000——$207.6K—2026-11-09
Intech Investment Management LLC
DECREASED34,630198,953-164,323-83%$1.8M$209.5K-$1.6M2026-11-09
J. Safra Sarasin Holding AG
DECREASED33,80034,411-611-2%$307.0K$204.5K-$102.5K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED33,39015,790+17,600+111%$140.8K$202.0K+$61.2K2026-11-06
Nautilus Advisors LLC
INCREASED32,89331,848+1,045+3%$245.9K$199.0K-$46.9K2026-10-07
Congress Park Capital LLC
NEW32,000—+32,000——$193.6K—2026-10-13
Realta Investment Advisors
INCREASED31,00023,535+7,465+32%$209.9K$187.6K-$22.4K2026-10-14
CIBC Asset Management Inc
UNCHANGED30,28530,28500%$270.1K$183.2K-$86.9K2026-11-05
Harbour Investments, Inc.
INCREASED29,99828,125+1,873+7%$250.9K$181.5K-$69.4K2026-11-09
Twelve Points Wealth Management LLC
INCREASED29,98319,228+10,755+56%$171.5K$146.9K-$24.6K2026-11-03
Nisa Investment Advisors, LLC
INCREASED29,01328,651+362+1%$255.6K$175.5K-$80.0K2026-10-20
Vanguard Capital Wealth Advisors
DECREASED27,86533,930-6,065-18%$302.7K$168.6K-$134.1K2026-10-16
Savant Capital, LLC
INCREASED27,85017,269+10,581+61%$148.7K$168.5K+$19.8K2026-11-06
Pier 88 Investment Partners LLC
INCREASED27,70016,500+11,200+68%$147.2K$167.6K+$20.4K2026-11-06
Themes Management Co LLC
UNCHANGED27,42827,42800%$244.7K$165.9K-$78.7K2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED27,28531,106-3,821-12%$277.5K$165.1K-$112.4K2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED27,00026,100+900+3%$232.8K$163.4K-$69.5K2026-10-09
Pinnacle Associates LTD
INCREASED26,95121,760+5,191+24%$194.1K$163.1K-$31.0K2026-10-20
Sound Income Strategies, LLC
DECREASED25,29825,547-249-1%$227.9K$145.5K-$82.4K2026-10-09
Sovran Advisors, LLC
INCREASED24,43018,004+6,426+36%$130.9K$124.1K-$6.8K2026-11-02
Apollon Wealth Management, LLC
NEW24,053—+24,053——$145.5K—2026-10-23
Sterling Capital Management LLC
INCREASED22,3672,381+19,986+839%$21.2K$135.3K+$114.1K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED22,21920,011+2,208+11%$178.5K$134.4K-$44.1K2026-11-05
Leonteq Securities AG
INCREASED22,1016,030+16,071+267%$53.8K$133.7K+$79.9K2026-10-29
Uhlmann Price Securities, LLC
DECREASED21,78026,782-5,002-19%$239.1K$131.8K-$107.3K2026-11-03
Rossby Financial, LCC
INCREASED21,05416,500+4,554+28%$147.2K$127.4K-$19.8K2026-11-05
Wedbush Securities Inc
DECREASED20,18026,740-6,560-25%$239$122-$1172026-10-22
Cornerstone Capital, Inc.
INCREASED19,65012,450+7,200+58%$111.1K$118.9K+$7.8K2026-11-10
J. Derek Lewis & Associates Inc.
INCREASED19,20013,300+5,900+44%$118.6K$116.2K-$2.5K2026-11-03
Sprott Inc.
UNCHANGED19,00019,00000%$169.5K$115.0K-$54.5K2026-11-09
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED18,533425,958-407,425-96%$3.8M$112.1K-$3.7M2026-11-10
Amalgamated Bank
UNCHANGED18,39518,39500%$164$111-$532026-10-23
Spire Wealth Management
INCREASED18,26411,229+7,035+63%$100.2K$110.5K+$10.3K2026-10-30
Wealthcare Advisory Partners LLC
DECREASED18,20020,935-2,735-13%$186.7K$110.1K-$76.6K2026-10-21
AlphaCore Capital LLC
INCREASED17,98516,617+1,368+8%$148.2K$108.8K-$39.4K2026-11-04
Prime Capital Investment Advisors, LLC
NEW17,629—+17,629——$106.7K—2026-10-20
Echo45 Advisors LLC
INCREASED17,32215,686+1,636+10%$139.9K$104.8K-$35.1K2026-10-07
International Assets Investment Management, LLC
INCREASED17,16616,666+500+3%$147.3K$102.3K-$45.0K2026-11-02
Silver OAK Securities, Incorporated
INCREASED16,921721+16,200+2247%$6.4K$100.3K+$93.9K2026-11-09
Matauro, LLC
DECREASED16,47526,475-10,000-38%$236.2K$99.7K-$136.5K2026-11-03
Sloy Dahl & Holst, LLC
UNCHANGED16,46116,46100%$146.8K$99.6K-$47.2K2026-10-14
Headland Capital, LLC
INCREASED16,45012,100+4,350+36%$107.9K$99.5K-$8.4K2026-11-06
StoneX Group Inc.
NEW16,414—+16,414——$99.3K—2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED16,36516,36500%$146.0K$99.0K-$47.0K2026-11-03
Allworth Financial LP
INCREASED15,78315,508+275+2%$138.3K$140.8K+$2.5K2026-11-06
Thompson Davis & Co., Inc.
INCREASED15,50013,500+2,000+15%$120.4K$93.8K-$26.6K2026-11-05
AdvisorNet Financial, Inc
INCREASED15,2557,000+8,255+118%$62.4K$70.3K+$7.9K2026-10-15
Coldstream Capital Management Inc
NEW15,245—+15,245——$92.2K—2026-11-09
Regatta Capital Group, LLC
NEW15,100—+15,100——$91.4K—2026-10-23
Signaturefd, LLC
INCREASED15,07612,019+3,057+25%$107.2K$91.2K-$16.0K2026-10-23
Moors & Cabot, Inc.
DECREASED14,95015,075-125-1%$134.5K$90.4K-$44.0K2026-11-06
RFG Advisory, LLC
INCREASED14,68913,914+775+6%$124.1K$88.9K-$35.2K2026-11-03
Lido Advisors, LLC
INCREASED14,68512,228+2,457+20%$109.1K$88.8K-$20.2K2026-11-04
Choreo, LLC
INCREASED14,55510,622+3,933+37%$94.7K$88.1K-$6.7K2026-10-28
Benchmark Financial Wealth Advisors, LLC
NEW14,459—+14,459——$87.5K—2026-10-20
HB Wealth Management, LLC
NEW14,302—+14,302——$86.5K—2026-10-23
Perigon Wealth Management, LLC
INCREASED13,86711,184+2,683+24%$99.8K$83.9K-$15.9K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED13,54212,494+1,048+8%$111.4K$81.9K-$29.5K2026-10-16
Profund Advisors LLC
DECREASED13,34913,904-555-4%$124.0K$80.8K-$43.3K2026-10-29
Formidable Asset Management, LLC
DECREASED13,16713,867-700-5%$114.5K$117.5K+$2.9K2026-11-03
Clear Creek Financial Management, LLC
DECREASED12,57214,216-1,644-12%$126.8K$76.1K-$50.7K2026-10-28
Ashton Thomas Private Wealth, LLC
NEW12,524—+12,524——$75.8K—2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW12,266—+12,266——$74.2K—2026-10-29
Davenport & Co LLC
INCREASED12,25711,527+730+6%$102.8K$74.2K-$28.7K2026-10-14
Great Valley Advisor Group, Inc.
INCREASED12,24310,803+1,440+13%$96.3K$74.3K-$21.9K2026-11-09
Clarity Wealth Advisors, LLC
INCREASED12,21011,810+400+3%$105.3K$73.9K-$31.5K2026-10-21
Private Management Group Inc
INCREASED12,18911,989+200+2%$106.9K$73.7K-$33.2K2026-11-04
Clear Wave Wealth Management LLC
NEW12,087—+12,087——$73.1K—2026-11-04
HUB Investment Partners, LLC
NEW11,804—+11,804——$71.4K—2026-11-03
US Bancorp \de\
INCREASED11,5969,852+1,744+18%$87.9K$70.2K-$17.7K2026-11-05
TD Waterhouse Canada Inc.
INCREASED11,50511,000+505+5%$97.2K$68.5K-$28.7K2026-10-16
FSA Wealth Partners, Inc.
INCREASED11,49211,460+32+0%$102.2K$69.5K-$32.7K2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED11,37311,330+43+0%$101.1K$68.8K-$32.3K2026-10-27
Prospera Financial Services Inc
DECREASED11,32520,425-9,100-45%$182.2K$55.5K-$126.7K2026-11-04
IFP Advisors, Inc
INCREASED11,2099,646+1,563+16%$86.0K$67.8K-$18.2K2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED11,00011,00000%$98.1K$66.6K-$31.6K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED10,78411,121-337-3%$99.2K$65.2K-$34.0K2026-10-23
Freestone Capital Holdings, LLC
DECREASED10,77411,972-1,198-10%$106.8K$65.2K-$41.6K2026-11-09
G2 Capital Management, LLC / OH
NEW10,625—+10,625——$64.3K—2026-10-23
Accel Wealth Management
NEW10,547—+10,547——$63.8K—2026-10-13
Meritas Wealth Management, LLC
UNCHANGED10,31410,31400%$92.0K$62.4K-$29.6K2026-10-14
DKM Wealth Management, Inc.
UNCHANGED10,30010,30000%$91.9K$62.3K-$29.6K2026-10-09
Silverlake Wealth Management LLC
NEW10,167—+10,167——$61.5K—2026-10-21
Lynx Investment Advisory
NEW10,000—+10,000——$60.5K—2026-10-27
Herold Advisors, Inc.
UNCHANGED10,00010,00000%$89.0K$60.5K-$28.5K2026-10-19
Parkside Financial Bank & Trust
INCREASED9,2108,700+510+6%$77.6K$55.7K-$21.9K2026-10-27
Bfsg, LLC
INCREASED9,1007,500+1,600+21%$66.9K$55.1K-$11.8K2026-10-30
Mountain Hill Investment Partners Corp.
INCREASED9,0007,500+1,500+20%$66.9K$54.5K-$12.5K2026-10-23
Harbor Investment Advisory, LLC
DECREASED8,8439,593-750-8%$85.6K$53.5K-$32.1K2026-10-13
Parallel Advisors, LLC
INCREASED8,5976,035+2,562+42%$53.8K$52.0K-$1.8K2026-11-03
Vontobel Holding Ltd.
INCREASED8,4516,501+1,950+30%$58.0K$51.1K-$6.9K2026-10-16
Golden State Wealth Management, LLC
INCREASED8,4507,450+1,000+13%$66.5K$51.1K-$15.3K2026-11-02
Gamma Investing LLC
INCREASED7,7396,725+1,014+15%$60.0K$46.8K-$13.2K2026-10-08
Asset Planning,Inc
UNCHANGED7,7007,70000%$68.7K$46.6K-$22.1K2026-10-26
KBC Group NV
UNCHANGED7,6347,63400%$68$46-$222026-10-22
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED7,1217,367-246-3%$65.7K$43.1K-$22.6K2026-11-06
Larson Financial Group LLC
DECREASED6,1429,229-3,087-33%$82.3K$37.2K-$45.2K2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED5,7655,76500%$51.4K$34.9K-$16.5K2026-11-04
IFG Advisory, LLC
INCREASED5,1153,815+1,300+34%$34.0K$30.9K-$3.1K2026-11-09
Strive Financial Group,LLC
UNCHANGED4,4504,45000%$39.7K$26.9K-$12.8K2026-11-09
Wilmington Savings Fund Society, FSB
DECREASED4,2007,000-2,800-40%$62.4K$25.4K-$37.0K2026-10-23
Heritage Family Offices, LLP
NEW3,766—+3,766——$22.8K—2026-11-02
Mather Group, Llc.
UNCHANGED3,5703,57000%$31.8K$21.6K-$10.2K2026-10-14
CoreCap Advisors, LLC
DECREASED3,5018,292-4,791-58%$74.0K$21.2K-$52.8K2026-10-08
Hickory Point Bank & Trust
UNCHANGED3,5003,50000%$31.2K$21.2K-$10.0K2026-10-01
Versant Capital Management, Inc
UNCHANGED3,5003,50000%$31.2K$21.2K-$10.0K2026-10-02
Nfsg Corp
DECREASED3,0955,960-2,865-48%$53.2K$18.7K-$34.4K2026-10-15
MassMutual Private Wealth & Trust, FSB
INCREASED2,9231,327+1,596+120%$11.8K$17.7K+$5.8K2026-10-05
Avion Wealth
INCREASED2,6672,467+200+8%$21$16-$52026-11-04
DeDora Capital, Inc.
NEW2,568—+2,568——$15.5K—2026-10-26
GK Wealth Management LLC
NEW2,427—+2,427——$14.7K—2026-10-09
Geneos Wealth Management Inc.
INCREASED2,3552,255+100+4%$20.1K$14.2K-$5.9K2026-11-09
Rothwell Investment Advisors, LLC
NEW2,225—+2,225——$13.5K—2026-11-06
Creative Financial Designs Inc
UNCHANGED2,0742,07400%$18.5K$12.5K-$6.0K2026-11-04
Centerpoint Advisors, LLC
UNCHANGED2,0502,05000%$18$12-$62026-11-05
Spurstone Advisory Services, LLC
UNCHANGED2,0002,00000%$17.7K$11.9K-$5.8K2026-11-02
Markowski Investments
NEW1,891—+1,891——$11.4K—2026-10-30
Meriwether Wealth & Planning, LLC
NEW1,863—+1,863——$11.3K—2026-10-13
Canton Hathaway, LLC
NEW1,800—+1,800——$10.9K—2026-10-23
Vima LLC
UNCHANGED1,7181,71800%$15.3K$10.4K-$4.9K2026-10-23
Westside Investment Management, Inc.
INCREASED1,600600+1,000+167%$5.4K$9.6K+$4.2K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED1,5821,58200%$14.1K$9.6K-$4.5K2026-10-26
Root Financial Partners, LLC
NEW1,226—+1,226——$7.4K—2026-10-21
IAG Wealth Partners, LLC
UNCHANGED1,2001,20000%$10.7K$7.3K-$3.4K2026-11-06
Clearstead Advisors, LLC
INCREASED1,1961,162+34+3%$10.4K$7.2K-$3.1K2026-11-06
Tidemark, LLC
INCREASED1,1811,131+50+4%$10.1K$7.1K-$2.9K2026-11-09
Cheviot Value Management, LLC
INCREASED1,0831,000+83+8%$8.9K$6.6K-$2.4K2026-11-09
Valley National Advisers Inc
DECREASED1,0401,070-30-3%$9.5K$6.3K-$3.3K2026-10-23
Assetmark, Inc
DECREASED1,0181,150-132-11%$10.3K$6.2K-$4.1K2026-10-21
City State Bank
NEW1,000—+1,000——$6.1K—2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED1,000850+150+18%$7.6K$6.1K-$1.5K2026-10-16
Essential Investment Partners LLC
UNCHANGED1,0001,00000%$8.9K$6.1K-$2.9K2026-10-27
Nvwm, LLC
UNCHANGED1,0001,00000%$8.9K$6.1K-$2.9K2026-10-14
Trust Co of Toledo NA
UNCHANGED1,0001,00000%$8.9K$6.1K-$2.9K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED97297200%$8.7K$5.9K-$2.8K2026-10-05
Covestor Ltd
INCREASED969930+39+4%$9$5-$42026-10-30
Kingdom Financial Group Llc.
UNCHANGED95095000%$8.5K$5.7K-$2.7K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED9291,162-233-20%$10.4K$5.6K-$4.7K2026-11-04
SouthState Bank Corp
UNCHANGED88088000%$7.9K$5.3K-$2.5K2026-11-09
Nemes Rush Group LLC
UNCHANGED85585500%$7.6K$5.2K-$2.5K2026-11-04
Harbor Capital Advisors, Inc.
NEW810—+810——$5—2026-10-22
Nova Financial LLC
NEW800—+800——$4.8K—2026-11-04
Zions Bancorporation, National Association
INCREASED80050+750+1500%$446$4.8K+$4.4K2026-11-06
Jacobi Capital Management LLC
NEW743—+743——$4.5K—2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED70570500%$6.3K$4.3K-$2.0K2026-10-30
Provenance Wealth Advisors, LLC
NEW702—+702——$4.2K—2026-10-30
Chung Wu Investment Group, LLC
INCREASED700200+500+250%$1.8K$4.2K+$2.5K2026-11-03
Wolff Wiese Magana LLC
UNCHANGED70070000%$6.2K$4.2K-$2.0K2026-10-15
Asset Dedication, LLC
UNCHANGED66166100%$5.9K$4.0K-$1.9K2026-11-03
Aspect Partners, LLC
INCREASED640626+14+2%$5.6K$3.9K-$1.7K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED60060000%$5.4K$3.6K-$1.7K2026-10-23
American Capital Advisory, LLC
INCREASED580565+15+3%$5.0K$3.5K-$1.5K2026-10-28
Fairscale Capital, LLC
UNCHANGED56356300%$5.0K$2.8K-$2.3K2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED55055000%$4.9K$3.3K-$1.6K2026-10-13
Laurel Wealth Advisors LLC
NEW500—+500——$3.0K—2026-10-27
William Mack & Associates, Inc.
NEW500—+500——$3.0K—2026-10-27
N.E.W. Advisory Services LLC
UNCHANGED50050000%$4.5K$3.0K-$1.4K2026-11-09
New England Capital Financial Advisors LLC
UNCHANGED50050000%$4.5K$3.0K-$1.4K2026-11-03
NBH Bank
UNCHANGED48048000%$4.3K$2.9K-$1.4K2026-11-05
Private Trust Co NA
UNCHANGED41641600%$3.7K$2.5K-$1.2K2026-10-20
Monetary Solutions, Ltd
UNCHANGED40040000%$3.6K$2.4K-$1.1K2026-10-22
Oakworth Capital, Inc.
UNCHANGED40040000%$3.6K$2.4K-$1.1K2026-10-26
City Holding Co
UNCHANGED40040000%$3.6K$2.4K-$1.1K2026-10-19
Vermillion Wealth Management, Inc.
UNCHANGED38738700%$3.5K$2.3K-$1.1K2026-10-26
Atlas Capital Advisors Inc.
UNCHANGED35035000%$3.1K$33.1K+$30.0K2026-11-09
Investment Research & Advisory Group, Inc.
UNCHANGED30030000%$2.7K$1.8K-$8612026-10-19
Costello Asset Management, Inc
UNCHANGED30030000%$2.7K$1.8K-$8612026-10-30
Buck Wealth Strategies, LLC
UNCHANGED30030000%$2.7K$1.8K-$8612026-10-28
CKW Financial Group
UNCHANGED30030000%$3$2-$12026-10-29
Tower View Wealth Management LLC
UNCHANGED30030000%$2.7K$1.8K-$8612026-10-23
Hoey Investments, Inc
DECREASED290400-110-27%$3.6K$1.8K-$1.8K2026-10-29
Next Level Wealth Planning, LLC
NEW261—+261——$1.6K—2026-10-29
Strengthening Families & Communities, LLC
UNCHANGED25425400%$2.3K$1.5K-$7292026-10-21
Torren Management, LLC
NEW250—+250——$1.5K—2026-10-29
Hantz Financial Services, Inc.
UNCHANGED25025000%$2$2$02026-11-09
Archer Investment Corp
UNCHANGED25025000%$2.2K$1.5K-$7172026-11-05
Retirement Wealth Solutions LLC
INCREASED205189+16+8%$1.7K$1.2K-$4452026-10-07
Trust Co of Vermont
NEW200—+200——$1.2K—2026-10-21
Physician Wealth Advisors, Inc.
NEW187—+187——$1.1K—2026-10-20
Toth Financial Advisory Corp
UNCHANGED18318300%$1.6K$1.1K-$5252026-10-08
Hughes Financial Services, LLC
DECREASED155387-232-60%$3.5K$787-$2.7K2026-10-30
Signature Equity Partners, LLC
INCREASED15520+135+675%$178$938+$7602026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED150870-720-83%$7$1-$62026-11-04
Clark Wealth Partners
NEW131—+131——$793—2026-10-19
PlanVest Financial, Inc
UNCHANGED13013000%$1.2K$787-$3732026-11-09
Blue Trust, Inc.
INCREASED120113+7+6%$1.0K$729-$2792026-10-15
Quent Capital, LLC
NEW116—+116——$687—2026-11-09
RMG Wealth Management LLC
NEW100—+100——$466—2026-10-26
Sfam, LLC
UNCHANGED10010000%$892$605-$2872026-11-03
Planning Strategies Inc.
NEW96—+96——$581—2026-10-02
Farmers & Merchants Investments Inc
UNCHANGED909000%$803$545-$2582026-10-22
Bell Investment Advisors, Inc
DECREASED81213-132-62%$1.9K$491-$1.4K2026-10-29
Ascentis Independent Advisors
NEW75—+75——$453—2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED707000%$624$424-$2002026-11-03
Ascentis Wealth Management, LLC
NEW65—+65——$393—2026-11-03
Birchwood Financial Partners, Inc.
NEW62—+62——$375—2026-11-02
Noble Wealth Management PBC
NEW50—+50——$303—2026-10-01
Rydar Equities, Inc.
NEW50—+50——$288—2026-10-13
Kelleher Financial Advisors
UNCHANGED505000%$446$303-$1432026-10-30
Abound Wealth Management
NEW39—+39——$236—2026-10-26
Dogwood Wealth Management LLC
INCREASED3938+1+3%$339$237-$1022026-11-09
Main Street Group, LTD
INCREASED333+30+1000%$27$200+$1732026-10-28
Atlantic Private Wealth, LLC
UNCHANGED303000%$268$182-$862026-11-09
Compass Financial Management LLC
NEW29—+29——$176—2026-10-30
Godfrey Financial Associates, Inc.
UNCHANGED282800%$250$169-$812026-11-10
Evermay Wealth Management LLC
UNCHANGED202000%$179$121-$582026-11-05
James T. Borello RIA
NEW18—+18——$109—2026-10-16
Salomon & Ludwin, LLC
UNCHANGED181800%$159$109-$502026-10-29
SJS Investment Consulting Inc.
NEW15—+15——$91—2026-10-26
WPG Advisers, LLC
UNCHANGED151500%$134$91-$432026-10-27
Plante Moran Financial Advisors, LLC
NEW10—+10——$61—2026-11-04
Silver Grove Financial Group, Inc.
DECREASED512-7-58%$107$30-$772026-11-05
Marquette Asset Management, LLC
DECREASED265-63-97%$580$13-$5672026-10-09
Gateway Investment Advisers LLC
CLOSED0189,226-189,226-100%$1.7M$0-$1.7M2026-10-13
Nikulski Financial, Inc.
CLOSED073,607-73,607-100%$656.6K$0-$656.6K2026-11-06
Cookson Peirce & Co Inc
CLOSED055,000-55,000-100%$490.6K$0-$490.6K2026-10-30
Elevate Capital Advisors, LLC
CLOSED054,176-54,176-100%$483.3K$0-$483.3K2026-11-02
Inspire Investing, LLC
CLOSED037,145-37,145-100%$331.3K$0-$331.3K2026-10-22
M&T Bank Corp
CLOSED033,079-33,079-100%$295.4K$0-$295.4K2026-11-10
Bayforest Capital Ltd
CLOSED023,420-23,420-100%$208.9K$0-$208.9K2026-11-03
IPG Investment Advisors LLC
CLOSED020,000-20,000-100%$178.4K$0-$178.4K2026-10-30
Jefferies Financial Group Inc.
CLOSED019,503-19,503-100%$174.0K$0-$174.0K2026-11-05
Titleist Asset Management, LLC
CLOSED017,320-17,320-100%$154.5K$0-$154.5K2026-10-08
Vise Technologies, Inc.
CLOSED015,737-15,737-100%$140.4K$0-$140.4K2026-10-29
Nations Financial Group Inc,
CLOSED014,550-14,550-100%$129.8K$0-$129.8K2026-11-05
Thrivent Financial for Lutherans
CLOSED012,612-12,612-100%$111$0-$1112026-11-05
Lewis Asset Management, LLC
CLOSED010,500-10,500-100%$93.7K$0-$93.7K2026-10-14
QTR Family Wealth, LLC
CLOSED010,428-10,428-100%$93.0K$0-$93.0K2026-11-02
HighPoint Advisor Group LLC
CLOSED010,115-10,115-100%$90.2K$0-$90.2K2026-11-09
Integrity Alliance, Llc.
CLOSED010,055-10,055-100%$89.7K$0-$89.7K2026-10-29
Arbor Capital Management Inc
CLOSED010,000-10,000-100%$66.5K$0-$66.5K2026-10-21
Atlatl Advisers LLC
CLOSED08,450-8,450-100%$75.4K$0-$75.4K2026-10-22
Summit Securities Group LLC
CLOSED05,703-5,703-100%$50.9K$0-$50.9K2026-11-05
Salem Investment Counselors Inc
CLOSED05,100-5,100-100%$45.5K$0-$45.5K2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED02,964-2,964-100%$26.4K$0-$26.4K2026-11-05
Hilltop National Bank
CLOSED02,000-2,000-100%$17.8K$0-$17.8K2026-10-14
Marshall & Sterling Wealth Advisors Inc.
CLOSED01,800-1,800-100%$16.1K$0-$16.1K2026-10-28
Horizon Financial Services, LLC
CLOSED0635-635-100%$5.7K$0-$5.7K2026-11-04
Gill Capital Partners, LLC
CLOSED0350-350-100%$3.1K$0-$3.1K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED0265-265-100%$2.4K$0-$2.4K2026-10-07
LifeSteps Financial, Inc.
CLOSED0231-231-100%$2.1K$0-$2.1K2026-10-15
Highline Wealth Partners LLC
CLOSED0163-163-100%$1.5K$0-$1.5K2026-10-19
McCarley & Cook Financial Planners
CLOSED082-82-100%$731$0-$7312026-10-21
MCF Advisors LLC
CLOSED035-35-100%$313$0-$3132026-10-28
Concord Wealth Partners
CLOSED034-34-100%$303$0-$3032026-11-02
Essential Partners LLC
CLOSED011-11-100%$98$0-$982026-10-14
Mosley Wealth Management
CLOSED010-10-100%$90$0-$902026-10-16
Activest Wealth Management
CLOSED07-7-100%$62$0-$622026-10-15
Evolution Advisers, Inc.
CLOSED05-5-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—53,506,741-53,506,741-100%$477.3M———
Capricorn Investment Group LLC
N/A—28,470,647-28,470,647-100%$254.0M———
Vanguard Portfolio Management LLC
N/A—27,579,214-27,579,214-100%$246.0M———
Vanguard Capital Management LLC
N/A—26,656,225-26,656,225-100%$237.8M———
Morgan Stanley
N/A—19,529,722-19,529,722-100%$174.2M———
State Street Corp
N/A—15,746,713-15,746,713-100%$140.5M———
Intel Corp
N/A—15,316,315-15,316,315-100%$136.6M———
Delta AIR Lines, Inc.
N/A—14,590,713-14,590,713-100%$130.1M———
UBS Group AG
N/A—10,890,694-10,890,694-100%$97.1M———
Bank of America Corp
N/A—10,787,789-10,787,789-100%$96.2M———
Marshall Wace, LLP
N/A—8,019,920-8,019,920-100%$71.5M———
Uber Technologies, Inc
N/A—7,139,208-7,139,208-100%$63.7M———
ARK Investment Management LLC
N/A—6,694,311-6,694,311-100%$59.7M———
Northern Trust Corp
N/A—5,779,846-5,779,846-100%$51.6M———
JPMorgan Chase & Co
N/A—5,418,511-5,418,511-100%$47.0M———
Charles Schwab Investment Management Inc
N/A—5,266,308-5,266,308-100%$47.0M———
Clear Street Group Inc.
N/A—5,198,381-5,198,381-100%$46.4M———
8VC GP I, LLC
N/A—4,798,334-4,798,334-100%$42.8M———
Voya Investment Management LLC
N/A—4,662,447-4,662,447-100%$41.6M———
Vanguard Fiduciary Trust Co
N/A—4,475,844-4,475,844-100%$39.9M———
IEQ Capital, LLC
N/A—4,024,835-4,024,835-100%$35.9M———
Goldman Sachs Group Inc
N/A—3,775,277-3,775,277-100%$33.7M———
Norges Bank
N/A—3,247,472-3,247,472-100%$29.0M———
Susquehanna International Group, LLP
N/A—3,128,115-3,128,115-100%$27.9M———
Rheos Capital Works Inc.
N/A—3,000,000-3,000,000-100%$26.8K———
Amova Asset Management Americas, Inc.
N/A—2,814,732-2,814,732-100%$25.1M———
Legal & General Group Plc
N/A—2,710,730-2,710,730-100%$24.2M———
Valueworks LLC
N/A—2,599,718-2,599,718-100%$23.2M———
Price T Rowe Associates Inc
N/A—1,959,715-1,959,715-100%$17.5K———
FMR LLC
N/A—1,842,419-1,842,419-100%$16.4M———
Wells Fargo & Company
N/A—1,435,223-1,435,223-100%$12.8M———
Invesco Ltd.
N/A—1,267,675-1,267,675-100%$11.3M———
USS Investment Management Ltd
N/A—1,223,719-1,223,719-100%$10.9M———
Renaissance Technologies LLC
N/A—1,104,300-1,104,300-100%$9.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,018,762-1,018,762-100%$9.1M———
LuminArx Capital Management LP
N/A—1,000,000-1,000,000-100%$912.0K———
Rhumbline Advisers
N/A—848,215-848,215-100%$7.6M———
Bank of Nova Scotia
N/A—834,427-834,427-100%$7.4M———
XTX Topco Ltd
N/A—816,382-816,382-100%$7.3M———
Voleon Capital Management LP
N/A—785,928-785,928-100%$7.0M———
Alliancebernstein L.P.
N/A—784,541-784,541-100%$6.5M———
California Public Employees Retirement System
N/A—758,927-758,927-100%$6.8M———
Seven Grand Managers, LLC
N/A—750,000-750,000-100%$6.7M———
Citadel Advisors LLC
N/A—749,493-749,493-100%$6.7M———
Fred Alger Management, LLC
N/A—734,707-734,707-100%$6.6M———
IQ EQ Fund Management (Ireland) Ltd
N/A—688,288-688,288-100%$6.1M———
Man Group plc
N/A—670,971-670,971-100%$6.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—644,066-644,066-100%$5.6M———
Ameriprise Financial Inc
N/A—576,825-576,825-100%$5.1M———
Capital Fund Management S.A.
N/A—512,713-512,713-100%$4.6M———
Swiss National Bank
N/A—491,300-491,300-100%$4.4M———
Weiss Asset Management LP
N/A—463,890-463,890-100%$4.1M———
Defiance ETFs, LLC
N/A—446,765-446,765-100%$3.9M———
Nicholas Investment Partners, LP
N/A—440,450-440,450-100%$3.9M———
Penserra Capital Management LLC
N/A—438,457-438,457-100%$3.9K———
Walleye Capital LLC
N/A—422,500-422,500-100%$3.8M———
MetLife Investment Management, LLC
N/A—395,002-395,002-100%$3.5M———
Manufacturers Life Insurance Company, the
N/A—385,572-385,572-100%$3.4M———
Marex Group Ltd
N/A—382,520-382,520-100%$3.4M———
Cetera Investment Advisers
N/A—376,602-376,602-100%$3.4M———
Creek Drive Management Group LLC
N/A—375,000-375,000-100%$3.3M———
Royal Bank of Canada
N/A—366,308-366,308-100%$3.3M———
Balyasny Asset Management L.P.
N/A—364,406-364,406-100%$3.3M———
Polen Capital Management LLC
N/A—332,157-332,157-100%$3.0M———
Raymond James Financial Inc
N/A—295,143-295,143-100%$2.6M———
California State Teachers Retirement System
N/A—288,003-288,003-100%$2.6M———
Holocene Advisors, LP
N/A—285,919-285,919-100%$2.6M———
New York State Common Retirement Fund
N/A—285,523-285,523-100%$2.5M———
Group One Trading LLC
N/A—279,453-279,453-100%$2.5M———
Osaic Holdings, Inc.
N/A—274,021-274,021-100%$2.4M———
Sanctuary Advisors, LLC
N/A—257,354-257,354-100%$2.3M———
ExodusPoint Capital Management, LP
N/A—255,930-255,930-100%$2.3M———
Two Sigma Investments, LP
N/A—249,456-249,456-100%$2.2M———
Franklin Resources Inc
N/A—248,961-248,961-100%$2.2M———
Vanguard Global Advisers, LLC
N/A—237,972-237,972-100%$2.1M———
Landscape Capital Management, L.L.C.
N/A—228,070-228,070-100%$2.0M———
Comprehensive Financial Management LLC
N/A—228,067-228,067-100%$2.0M———
Vanguard Asset Management, Ltd
N/A—227,448-227,448-100%$2.0M———
Havemeyer Place LP
N/A—209,842-209,842-100%$1.9M———
DnB Asset Management AS
N/A—209,298-209,298-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—199,581-199,581-100%$1.8M———
Walleye Trading LLC
N/A—198,957-198,957-100%$1.8M———
Janney Montgomery Scott LLC
N/A—176,394-176,394-100%$1.6K———
Jones Financial Companies Lllp
N/A—164,450-164,450-100%$1.5M———
Stifel Financial Corp
N/A—157,899-157,899-100%$1.4M———
SummitTX Capital, L.P.
N/A—151,539-151,539-100%$1.4M———
Odyssean, LLC
N/A—132,276-132,276-100%$1.2M———
State of Wisconsin Investment Board
N/A—125,664-125,664-100%$1.1M———
BNP Paribas Financial Markets
N/A—118,294-118,294-100%$1.1M———
Jupiter Topco LLC
N/A—115,631-115,631-100%$1.0M———
Prudential Financial Inc
N/A—111,320-111,320-100%$993.0K———
Kingsview Wealth Management, LLC
N/A—110,560-110,560-100%$986.2K———
Pathstone Holdings, LLC
N/A—103,433-103,433-100%$923.2K———
Caprock Group, LLC
N/A—97,944-97,944-100%$873.7K———
Palumbo Wealth Management LLC
N/A—95,714-95,714-100%$853.8K———
Canada Pension Plan Investment Board
N/A—94,600-94,600-100%$843.8K———
Brevan Howard Capital Management LP
N/A—88,432-88,432-100%$788.8K———
Trexquant Investment LP
N/A—86,931-86,931-100%$775.4K———
SEI Investments Co
N/A—83,950-83,950-100%$748.8K———
State Board of Administration of Florida Retirement System
N/A—79,580-79,580-100%$709.9K———
Vanguard Personalized Indexing Management, LLC
N/A—79,115-79,115-100%$705.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—78,970-78,970-100%$704.4K———
Moore Capital Management, LP
N/A—75,000-75,000-100%$669.0K———
Legato Capital Management LLC
N/A—73,489-73,489-100%$655.5K———
Victory Capital Management Inc
N/A—72,759-72,759-100%$649.0K———
AQR Capital Management LLC
N/A—70,702-70,702-100%$630.7K———
Private Advisor Group, LLC
N/A—67,713-67,713-100%$604.0K———
Vanguard Investments Australia, Ltd.
N/A—67,565-67,565-100%$602.7K———
Varcov Co.
N/A—64,730-64,730-100%$577.4K———
Focus Partners Wealth
N/A—64,063-64,063-100%$571.4K———
Gilder Gagnon Howe & Co LLC
N/A—62,878-62,878-100%$560.9K———
Ameritas Investment Partners, Inc.
N/A—61,529-61,529-100%$548.8K———
Federation des caisses Desjardins du Quebec
N/A—60,841-60,841-100%$542.7K———
HSBC Holdings PLC
N/A—60,391-60,391-100%$538.7K———
Integrated Wealth Concepts LLC
N/A—57,994-57,994-100%$517.3K———
Quantinno Capital Management LP
N/A—57,892-57,892-100%$516.4K———
KLP Kapitalforvaltning AS
N/A—55,500-55,500-100%$495.1K———
NewEdge Advisors, LLC
N/A—53,240-53,240-100%$474.9K———
Independent Advisor Alliance
N/A—48,895-48,895-100%$436.1K———
Tidal Investments LLC
N/A—45,837-45,837-100%$408.9K———
Gotham Asset Management, LLC
N/A—44,273-44,273-100%$394.9K———
Dark Forest Capital Management LP
N/A—42,509-42,509-100%$379.2K———
CIBC Bancorp USA Inc.
N/A—42,453-42,453-100%$378.7K———
CIBC World Market Inc.
N/A—41,683-41,683-100%$371.8K———
Arax Advisory Partners
N/A—40,617-40,617-100%$362.3K———
Cerity Partners LLC
N/A—40,574-40,574-100%$361.9K———
EP Wealth Advisors, LLC
N/A—40,131-40,131-100%$358.0K———
Optiver Holding B.V.
N/A—40,013-40,013-100%$356.9K———
MAI Capital Management
N/A—38,065-38,065-100%$339.5K———
Qsemble Capital Management, LP
N/A—36,316-36,316-100%$323.9K———
Two Sigma Securities, LLC
N/A—36,171-36,171-100%$322.6K———
Captrust Financial Advisors
N/A—35,825-35,825-100%$319.6K———
WCG Wealth Advisors LLC
N/A—35,823-35,823-100%$319.5K———
Texas Yale Capital Corp.
N/A—35,800-35,800-100%$319.3K———
CreativeOne Wealth, LLC
N/A—35,250-35,250-100%$314.4K———
QRG Capital Management, Inc.
N/A—33,868-33,868-100%$302.0K———
National Bank of Canada
N/A—33,663-33,663-100%$299.6K———
Allstate Corp
N/A—33,197-33,197-100%$296.1K———
Southeast Asset Advisors, LLC
N/A—33,000-33,000-100%$294.4K———
&partners
N/A—32,316-32,316-100%$285.6K———
Envestnet Asset Management Inc
N/A—31,763-31,763-100%$283.3K———
Tradition Wealth Management, LLC
N/A—31,606-31,606-100%$281.9K———
Mercer Global Advisors Inc
N/A—31,142-31,142-100%$277.8K———
Tower Research Capital LLC (TRC)
N/A—30,987-30,987-100%$276.4K———
LOS Angeles Capital Management LLC
N/A—30,637-30,637-100%$273.3K———
Bluespring Wealth Management, LLC
N/A—28,218-28,218-100%$251.7K———
Neuberger Berman Group LLC
N/A—27,890-27,890-100%$248.8K———
Advisory Services Network, LLC
N/A—27,200-27,200-100%$242.6K———
Old Mission Capital LLC
N/A—27,121-27,121-100%$241.9K———
AXQ Capital, LP
N/A—27,042-27,042-100%$241.2K———
Blair William & Co
N/A—26,992-26,992-100%$240.8K———
Twinbeech Capital LP
N/A—25,300-25,300-100%$225.7K———
Armistice Capital, LLC
N/A—23,924-23,924-100%$213.4K———
Mutual Advisors, LLC
N/A—22,476-22,476-100%$200.5K———
Intellectus Partners, LLC
N/A—22,450-22,450-100%$200.3K———
Centaurus Financial, Inc.
N/A—21,822-21,822-100%$195———
Public Employees Retirement Association of Colorado
N/A—21,545-21,545-100%$192———
MML Investors Services, LLC
N/A—21,286-21,286-100%$189.9K———
Blueshift Asset Management, LLC
N/A—21,162-21,162-100%$188.8K———
Centiva Capital, LP
N/A—20,966-20,966-100%$187.0K———
FLC Capital Advisors
N/A—20,605-20,605-100%$183.8K———
Stratos Wealth Partners, Ltd.
N/A—20,368-20,368-100%$181.7K———
Waverly Advisors, LLC
N/A—20,095-20,095-100%$179.3K———
Modern Wealth Management, LLC
N/A—19,647-19,647-100%$175.3K———
World Investment Advisors
N/A—19,094-19,094-100%$164.9K———
PFG Investments, LLC
N/A—18,616-18,616-100%$166.1K———
Scotia Capital Inc.
N/A—18,459-18,459-100%$164.7K———
Evercore Wealth Management, LLC
N/A—17,994-17,994-100%$160.5K———
Summit Financial, LLC
N/A—17,779-17,779-100%$158.6K———
Insigneo Advisory Services, LLC
N/A—17,540-17,540-100%$156.5K———
Tyche Wealth Partners LLC
N/A—17,400-17,400-100%$155.2K———
Brown Advisory Inc
N/A—16,953-16,953-100%$151.2K———
OneDigital Investment Advisors LLC
N/A—16,852-16,852-100%$150.3K———
Ensign Peak Advisors, Inc
N/A—16,800-16,800-100%$149.9K———
Snowden Capital Advisors LLC
N/A—16,498-16,498-100%$147.2K———
Steward Partners Investment Advisory, LLC
N/A—16,445-16,445-100%$146.7K———
Truvestments Capital LLC
N/A—16,159-16,159-100%$144.1K———
Aptus Capital Advisors, LLC
N/A—15,971-15,971-100%$142.5K———
Vident Advisory, LLC
N/A—15,482-15,482-100%$138.1K———
Aspiring Ventures, LLC
N/A—15,375-15,375-100%$137.1K———
Pacific SUN Financial Corp
N/A—15,370-15,370-100%$137.1K———
Cresset Asset Management, LLC
N/A—15,205-15,205-100%$135.6K———
Toronto Dominion Bank
N/A—15,190-15,190-100%$135.7K———
Composition Wealth, LLC
N/A—15,180-15,180-100%$135.4K———
Summit Trail Advisors, LLC
N/A—13,548-13,548-100%$120.8K———
Savvy Advisors, Inc.
N/A—13,133-13,133-100%$117.2K———
Meeder Advisory Services, Inc.
N/A—12,903-12,903-100%$115.1K———
IHT Wealth Management, LLC
N/A—12,861-12,861-100%$114.7K———
Equitable Holdings, Inc.
N/A—12,773-12,773-100%$113.9K———
NorthRock Partners, LLC
N/A—12,668-12,668-100%$113.0K———
BFC Planning, Inc.
N/A—12,625-12,625-100%$112.6K———
Thomasville National Bank
N/A—12,500-12,500-100%$111.5K———
AE Wealth Management LLC
N/A—12,361-12,361-100%$110.3K———
Inspire Advisors, LLC
N/A—12,341-12,341-100%$110.1K———
Rafferty Asset Management, LLC
N/A—12,305-12,305-100%$109.8K———
Pallas Capital Advisors LLC
N/A—11,878-11,878-100%$106.0K———
Glazer Capital, LLC
N/A—11,489-11,489-100%$102———
Capstone Investment Advisors, LLC
N/A—11,464-11,464-100%$102.3K———
Kovack Advisors, Inc.
N/A—11,425-11,425-100%$101.2K———
NewEdge Wealth, LLC
N/A—11,254-11,254-100%$100.4K———
Betterment LLC
N/A—11,190-11,190-100%$100———
Wealthspire Advisors, LLC
N/A—11,129-11,129-100%$99.3K———
DSM Capital Partners LLC
N/A—11,110-11,110-100%$99.1K———
AssuredPartners Investment Advisors, LLC
N/A—10,767-10,767-100%$96.0K———
Arkadios Wealth Advisors
N/A—10,642-10,642-100%$94.9K———
First Trust Advisors LP
N/A—10,335-10,335-100%$92.2K———
Beacon Pointe Advisors, LLC
N/A—10,249-10,249-100%$91.4K———
Sequoia Financial Advisors, LLC
N/A—10,023-10,023-100%$89.4K———
360 Financial, Inc.
N/A—10,000-10,000-100%$89.2K———
Global Retirement Partners, LLC
N/A—8,207-8,207-100%$73.2K———
Ameritas Advisory Services, LLC
N/A—6,773-6,773-100%$60.4K———
BNP Paribas Asset Management Holding S.A.
N/A—6,691-6,691-100%$59.7K———
Alphadyne Asset Management LP
N/A—6,167-6,167-100%$55.0K———
UBS Asset Management Americas LLC
N/A—5,629-5,629-100%$50.2K———
Huntington National Bank
N/A—5,568-5,568-100%$49.7K———
Whittier Trust Co
N/A—5,217-5,217-100%$46.5K———
Kemnay Advisory Services Inc.
N/A—4,355-4,355-100%$38.8K———
Sittner & Nelson, LLC
N/A—4,000-4,000-100%$35.7K———
Quantbot Technologies LP
N/A—3,655-3,655-100%$32.6K———
Fiduciary Financial Advisors
N/A—3,141-3,141-100%$46.8K———
Ancora Advisors LLCA
N/A—3,000-3,000-100%$26.8K———
Atlantic Union Bankshares Corp
N/A—2,874-2,874-100%$25.6K———
Basecamp Wealth Advisors LLC
N/A—2,822-2,822-100%$25.2K———
Smartleaf Asset Management LLC
N/A—2,514-2,514-100%$21.7K———
Rothschild Investment LLC
N/A—2,479-2,479-100%$22.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,425-2,425-100%$21.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,096-2,096-100%$18.7K———
Turim 21 Investimentos Ltda.
N/A—2,057-2,057-100%$18.3K———
Whittier Trust Co of Nevada Inc
N/A—2,000-2,000-100%$16.2K———
Webster Bank, N. A.
N/A—1,500-1,500-100%$13.4K———
HM Payson & Co
N/A—1,336-1,336-100%$11.9K———
Gould Capital, LLC
N/A—1,300-1,300-100%$11.6K———
Medallion Wealth Advisors, LLC
N/A—1,225-1,225-100%$10.9K———
Vision Retirement, LLC
N/A—1,100-1,100-100%$9.8K———
JDM Financial Group LLC
N/A—1,000-1,000-100%$8.9K———
Capital Analysts, LLC
N/A—907-907-100%$8———
Basepoint Wealth LLC
N/A—895-895-100%$8.0K———
Nova Wealth Management, Inc.
N/A—832-832-100%$7.4K———
Prestige Wealth Management Group LLC
N/A—550-550-100%$4.9K———
Brown Brothers Harriman & Co
N/A—500-500-100%$4.5K———
IMA Advisory Services, Inc.
N/A—423-423-100%$3.8K———
Front Row Advisors LLC
N/A—400-400-100%$3.4K———
Bogart Wealth, LLC
N/A—388-388-100%$3.5K———
Marshall Investment Management, LLC
N/A—377-377-100%$3.4K———
Continuum Advisory, LLC
N/A—363-363-100%$3.2K———
Strategic Wealth Partners, Ltd.
N/A—344-344-100%$3.1K———
Orion Capital Management LLC
N/A—282-282-100%$2.5K———
Parvin Asset Management, LLC
N/A—251-251-100%$2.2K———
SHP Wealth Management
N/A—198-198-100%$1.8K———
Northwestern Mutual Wealth Management Co
N/A—180-180-100%$1.6K———
Rialto Wealth Management, LLC
N/A—175-175-100%$1.6K———
VSM Wealth Advisory, LLC
N/A—175-175-100%$1.6K———
Manning & Napier Advisors LLC
N/A—139-139-100%$1.2K———
Leo H. Evart, Inc.
N/A—122-122-100%$1.1K———
Mcguire Capital Advisors Inc
N/A—115-115-100%$1.0K———
HighMark Wealth Management LLC
N/A—100-100-100%$892———
Swan Capital LLC
N/A—100-100-100%$892———
McMillan Office, Inc.
N/A—70-70-100%$624———
Strategic Investment Solutions, Inc.
N/A—65-65-100%$580———
CVA Family Office, LLC
N/A—53-53-100%$473———
Keating Financial Advisory Services, Inc.
N/A—16-16-100%$143———
Ankerstar Wealth, LLC
N/A—12-12-100%$107———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$62———
Showing 579 of 579 institutions