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TE Connectivity PLC (TEL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares7,171,956 from 6,592,886
Change+579,070 (+9%)
Value$1.5B (+$187.8M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,254,875 from 3,098,018
Change+156,857 (+5%)
Value$687.1M (+$62.6M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares2,978,454 from 3,073,730
Change-95,276 (-3%)
Value$628.7M (+$9.0M)
Filed 2026-11-05
UBS Group AG
INCREASED
Shares2,877,768 from 1,507,548
Change+1,370,220 (+91%)
Value$607.4M (+$303.5M)
Filed 2026-11-10
FMR LLC
INCREASED
Shares2,496,733 from 1,816,187
Change+680,546 (+37%)
Value$527.0M (+$160.8M)
Filed 2026-11-10
Amundi
INCREASED
Shares2,457,853 from 2,007,675
Change+450,178 (+22%)
Value$518.8M (+$114.0M)
Filed 2026-11-06
Nordea Investment Management AB
DECREASED
Shares1,673,225 from 1,891,120
Change-217,895 (-12%)
Value$356.0M (-$24.8M)
Filed 2026-11-09
Perpetual Ltd
INCREASED
Shares1,447,265 from 1,149,702
Change+297,563 (+26%)
Value$305.5M (+$73.7M)
Filed 2026-10-13
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,017,730 from 1,236,445
Change-218,715 (-18%)
Value$214.8M (-$34.5M)
Filed 2026-10-20
KBC Group NV
INCREASED
Shares985,049 from 953,369
Change+31,680 (+3%)
Value$207.9K (+$15.7K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares869,741 from 782,303
Change+87,438 (+11%)
Value$183.6M (+$25.9M)
Filed 2026-11-06
Impax Asset Management Group plc
INCREASED
Shares845,721 from 762,712
Change+83,009 (+11%)
Value$178.5M (+$24.7M)
Filed 2026-11-10
Nuveen, LLC
DECREASED
Shares830,345 from 841,553
Change-11,208 (-1%)
Value$175.3M (+$5.6M)
Filed 2026-11-10
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares749,871 from 716,740
Change+33,131 (+5%)
Value$158.3M (+$13.8M)
Filed 2026-11-05
Bahl & Gaynor LLC
DECREASED
Shares690,276 from 879,085
Change-188,809 (-21%)
Value$145.7M (-$31.5M)
Filed 2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED
Shares636,293 from 25
Change+636,268 (+2545072%)
Value$134.3K (+$134.3K)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares618,173 from 646,722
Change-28,549 (-4%)
Value$130.5M (+$98.3K)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
NEW
Shares608,701
Change+608,701
Value$129.4K
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares575,831 from 509,331
Change+66,500 (+13%)
Value$121.5M (+$18.9M)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares575,739 from 581,084
Change-5,345 (-1%)
Value$121.8M (+$5.2M)
Filed 2026-10-14
Sound Shore Management Inc
INCREASED
Shares562,567 from 447,360
Change+115,207 (+26%)
Value$118.7M (+$28.6M)
Filed 2026-11-06
1832 Asset Management L.P.
INCREASED
Shares558,290 from 449,023
Change+109,267 (+24%)
Value$117.8M (+$27.3M)
Filed 2026-11-10
Pzena Investment Management LLC
DECREASED
Shares485,368 from 555,637
Change-70,269 (-13%)
Value$102.5M (-$9.6M)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares392,301 from 522,306
Change-130,005 (-25%)
Value$82.9M (-$22.1M)
Filed 2026-11-06
Bessemer Group Inc
DECREASED
Shares385,756 from 386,963
Change-1,207 (0%)
Value$81.4K (+$3.4K)
Filed 2026-11-09
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares379,031 from 386,431
Change-7,400 (-2%)
Value$80.2M (+$2.7M)
Filed 2026-10-29
Ninety One UK Ltd
DECREASED
Shares372,051 from 380,168
Change-8,117 (-2%)
Value$78.5M (+$1.9M)
Filed 2026-10-15
Zurcher Kantonalbank (Zurich Cantonalbank)
DECREASED
Shares358,286 from 363,729
Change-5,443 (-1%)
Value$75.6M (+$2.3M)
Filed 2026-11-10
Acadian Asset Management LLC
DECREASED
Shares357,058 from 870,996
Change-513,938 (-59%)
Value$75.3K (-$100.2K)
Filed 2026-11-09
Wedge Capital Management L L P
DECREASED
Shares341,476 from 349,262
Change-7,786 (-2%)
Value$72.1M (+$1.7M)
Filed 2026-10-13
Aberdeen Group plc
DECREASED
Shares319,546 from 338,575
Change-19,029 (-6%)
Value$67.4M (-$810.3K)
Filed 2026-11-10
LOS Angeles Capital Management LLC
DECREASED
Shares318,795 from 493,989
Change-175,194 (-35%)
Value$67.3M (-$32.3M)
Filed 2026-11-10
Principal Financial Group Inc
DECREASED
Shares308,341 from 327,104
Change-18,763 (-6%)
Value$65.1M (-$862.8K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares296,854 from 285,457
Change+11,397 (+4%)
Value$62.7M (+$5.1M)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
INCREASED
Shares295,744 from 292,809
Change+2,935 (+1%)
Value$62.4M (+$3.4M)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares283,608 from 300,445
Change-16,837 (-6%)
Value$59.9M (-$708.9K)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares282,548 from 488,815
Change-206,267 (-42%)
Value$59.6M (-$38.9M)
Filed 2026-11-02
Pictet Asset Management Holding SA
DECREASED
Shares276,177 from 317,062
Change-40,885 (-13%)
Value$58.3M (-$5.6M)
Filed 2026-11-03
Storebrand Asset Management AS
DECREASED
Shares266,625 from 343,647
Change-77,022 (-22%)
Value$56.3M (-$13.0M)
Filed 2026-11-10
Antipodes Partners Ltd
INCREASED
Shares260,835 from 119,417
Change+141,418 (+118%)
Value$55.1M (+$31.0M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED
Shares258,748 from 270,516
Change-11,768 (-4%)
Value$54.6M (+$87.7K)
Filed 2026-11-06
Danske Bank A/S
DECREASED
Shares255,502 from 287,214
Change-31,712 (-11%)
Value$53.9M (-$4.0M)
Filed 2026-11-09
Berkshire Asset Management LLC
INCREASED
Shares254,730 from 251,538
Change+3,192 (+1%)
Value$53.8M (+$3.1M)
Filed 2026-11-10
Boston Trust Walden Corp
DECREASED
Shares245,981 from 282,282
Change-36,301 (-13%)
Value$51.9M (-$5.0M)
Filed 2026-10-30
SEI Investments Co
INCREASED
Shares239,466 from 218,914
Change+20,552 (+9%)
Value$50.5M (+$6.4M)
Filed 2026-11-10
New York State Teachers Retirement System
DECREASED
Shares226,551 from 233,586
Change-7,035 (-3%)
Value$47.8K (+$727)
Filed 2026-10-22
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares222,567 from 301,317
Change-78,750 (-26%)
Value$47.0M (-$13.8M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares219,922 from 245,454
Change-25,532 (-10%)
Value$46.4M (-$3.1M)
Filed 2026-11-09
Anchor Capital Advisors LLC
DECREASED
Shares206,976 from 218,517
Change-11,541 (-5%)
Value$43.7M (-$366.8K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares203,644 from 190,073
Change+13,571 (+7%)
Value$43.0M (+$4.7M)
Filed 2026-11-05
Handelsbanken Fonder AB
INCREASED
Shares197,634 from 193,421
Change+4,213 (+2%)
Value$41.7K (+$2.7K)
Filed 2026-11-09
Cardinal Capital Management, Inc.
INCREASED
Shares176,320 from 156,207
Change+20,113 (+13%)
Value$37.2M (+$5.7M)
Filed 2026-10-16
Howland Capital Management LLC
DECREASED
Shares168,256 from 170,848
Change-2,592 (-2%)
Value$35.5M (+$1.1M)
Filed 2026-10-22
Vaughan David Investments LLC
NEW
Shares167,315
Change+167,315
Value$35.3K
Filed 2026-11-05
Associated Banc-Corp
NEW
Shares159,113
Change+159,113
Value$33.6M
Filed 2026-10-30
Victory Capital Management Inc
DECREASED
Shares157,080 from 157,454
Change-374 (0%)
Value$33.2M (+$1.4M)
Filed 2026-11-10
River Road Asset Management, LLC
INCREASED
Shares155,598 from 26,915
Change+128,683 (+478%)
Value$32.8M (+$27.4M)
Filed 2026-11-10
Midwest Trust Co
DECREASED
Shares154,945 from 155,526
Change-581 (0%)
Value$32.7M (+$1.4M)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares151,273 from 150,962
Change+311 (+0%)
Value$31.9M (+$1.5M)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares149,477 from 124,863
Change+24,614 (+20%)
Value$31.6M (+$6.4M)
Filed 2026-10-20
Asset Management One Co., Ltd.
DECREASED
Shares146,137 from 146,671
Change-534 (0%)
Value$30.8M (+$1.3M)
Filed 2026-10-27
SEB Asset Management AB
INCREASED
Shares140,324 from 135,803
Change+4,521 (+3%)
Value$29.6M (+$2.2M)
Filed 2026-11-04
Deprince Race & Zollo Inc
INCREASED
Shares135,900 from 95,575
Change+40,325 (+42%)
Value$28.7M (+$9.4M)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares127,836
Change+127,836
Value$27.0M
Filed 2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED
Shares124,700 from 128,200
Change-3,500 (-3%)
Value$26.3M (+$475.3K)
Filed 2026-10-30
KLP Kapitalforvaltning AS
INCREASED
Shares121,533 from 118,433
Change+3,100 (+3%)
Value$25.7M (+$1.8M)
Filed 2026-11-10
RWC Asset Management LLP
INCREASED
Shares121,057 from 116,476
Change+4,581 (+4%)
Value$25.6M (+$2.1M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED
Shares117,050 from 117,068
Change-18 (0%)
Value$25.5M (+$1.9M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares116,985 from 112,310
Change+4,675 (+4%)
Value$24.7M (+$2.1M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares114,932 from 112,474
Change+2,458 (+2%)
Value$24.3M (+$1.6M)
Filed 2026-10-27
Schwartz Investment Counsel Inc
INCREASED
Shares113,990 from 13,200
Change+100,790 (+764%)
Value$24.1M (+$21.4M)
Filed 2026-10-26
Minneapolis Portfolio Management Group, LLC
INCREASED
Shares112,832 from 112,005
Change+827 (+1%)
Value$23.8M (+$1.2M)
Filed 2026-11-09
Truist Financial Corp
DECREASED
Shares109,592 from 115,162
Change-5,570 (-5%)
Value$23.1M (-$85.2K)
Filed 2026-10-30
First Eagle Investment Management, LLC
DECREASED
Shares109,563 from 109,839
Change-276 (0%)
Value$23.1M (+$981.9K)
Filed 2026-11-10
Cidel Asset Management Inc
INCREASED
Shares102,714 from 100,484
Change+2,230 (+2%)
Value$21.7M (+$1.4M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares101,708 from 66,903
Change+34,805 (+52%)
Value$21.5M (+$8.0M)
Filed 2026-11-02
Illinois Municipal Retirement Fund
INCREASED
Shares99,940 from 98,390
Change+1,550 (+2%)
Value$21.1M (+$1.3M)
Filed 2026-11-05
Guinness Asset Management LTD
NEW
Shares98,062
Change+98,062
Value$20.7M
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares96,511 from 90,577
Change+5,934 (+7%)
Value$20.4M (+$2.1M)
Filed 2026-10-29
CIBC Asset Management Inc
INCREASED
Shares96,309 from 96,276
Change+33 (+0%)
Value$20.3M (+$918.7K)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
DECREASED
Shares94,543 from 95,354
Change-811 (-1%)
Value$20.0M (+$731.8K)
Filed 2026-11-05
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares94,434 from 89,071
Change+5,363 (+6%)
Value$19.9M (+$2.0M)
Filed 2026-11-09
Meyer Handelman Co
DECREASED
Shares93,730 from 94,950
Change-1,220 (-1%)
Value$19.8M (+$641.7K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares92,419 from 95,937
Change-3,518 (-4%)
Value$19.5M (+$165.4K)
Filed 2026-11-05
John G Ullman & Associates Inc
DECREASED
Shares92,005 from 94,165
Change-2,160 (-2%)
Value$19.4M (+$435.8K)
Filed 2026-11-04
Matrix Asset Advisors Inc
INCREASED
Shares89,907 from 75,939
Change+13,968 (+18%)
Value$19.0M (+$3.7M)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares84,885 from 87,923
Change-3,038 (-3%)
Value$17.9M (+$191.4K)
Filed 2026-10-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares84,844 from 93,678
Change-8,834 (-9%)
Value$17.9M (-$977.6K)
Filed 2026-10-15
State of Michigan Retirement System
DECREASED
Shares84,623 from 86,623
Change-2,000 (-2%)
Value$17.9M (+$398.2K)
Filed 2026-10-27
Robeco Schweiz AG
DECREASED
Shares84,305 from 87,430
Change-3,125 (-4%)
Value$17.8M (+$168.3K)
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares83,800 from 114,000
Change-30,200 (-26%)
Value$17.7M (-$5.3M)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares83,184 from 83,085
Change+99 (+0%)
Value$17.6M (+$807.7K)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares80,695 from 81,422
Change-727 (-1%)
Value$17.0M (+$617.6K)
Filed 2026-11-03
Strs Ohio
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$16.9M (+$757.6K)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares78,460 from 48,113
Change+30,347 (+63%)
Value$16.6M (+$6.9M)
Filed 2026-11-03
HighTower Advisors, LLC
INCREASED
Shares78,176 from 76,147
Change+2,029 (+3%)
Value$16.5M (+$1.1M)
Filed 2026-11-10
Varma Mutual Pension Insurance Co
INCREASED
Shares76,135 from 74,435
Change+1,700 (+2%)
Value$16.1M (+$1.1M)
Filed 2026-11-10
Crossmark Global Holdings, Inc.
DECREASED
Shares75,908 from 80,489
Change-4,581 (-6%)
Value$16.0M (-$204.6K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares72,428 from 72,724
Change-296 (0%)
Value$15.3M (+$626.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares71,893 from 39,990
Change+31,903 (+80%)
Value$14.6M (+$6.6M)
Filed 2026-10-13
Hallstatt Advisors L.P.
INCREASED
Shares68,340 from 66,564
Change+1,776 (+3%)
Value$14.4M (+$1.0M)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares67,076 from 66,476
Change+600 (+1%)
Value$14.2M (+$756.2K)
Filed 2026-10-14
Univest Financial Corp
INCREASED
Shares66,151 from 59,782
Change+6,369 (+11%)
Value$14.0M (+$1.9M)
Filed 2026-11-05
Daiwa Securities Group Inc.
DECREASED
Shares64,178 from 90,283
Change-26,105 (-29%)
Value$13.5M (-$4.7M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares63,963 from 64,472
Change-509 (-1%)
Value$13.5M (+$503.1K)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares62,854 from 61,510
Change+1,344 (+2%)
Value$13.3M (+$866.2K)
Filed 2026-11-02
Renaissance Investment Group LLC
INCREASED
Shares61,287 from 61,014
Change+273 (+0%)
Value$12.9M (+$635.4K)
Filed 2026-10-28
Bank of Nova Scotia Trust Co
DECREASED
Shares60,963 from 62,215
Change-1,252 (-2%)
Value$12.9M (+$324.9K)
Filed 2026-11-10
Retirement Systems of Alabama
DECREASED
Shares60,714 from 61,322
Change-608 (-1%)
Value$12.8M (+$452.4K)
Filed 2026-11-04
Cambiar Investors LLC
INCREASED
Shares60,555 from 3,290
Change+57,265 (+1741%)
Value$12.8M (+$12.1M)
Filed 2026-11-04
Ninety One North America, Inc.
DECREASED
Shares59,169 from 76,274
Change-17,105 (-22%)
Value$12.5M (-$2.9M)
Filed 2026-10-15
Washington Trust Co
INCREASED
Shares56,479 from 55,911
Change+568 (+1%)
Value$11.9M (+$649.4K)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares53,841 from 47,262
Change+6,579 (+14%)
Value$11.4M (+$1.8M)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares53,215 from 67,952
Change-14,737 (-22%)
Value$11.2M (-$2.5M)
Filed 2026-10-20
FIL Ltd
INCREASED
Shares52,799 from 45,831
Change+6,968 (+15%)
Value$11.1M (+$1.9M)
Filed 2026-11-10
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares52,497 from 62,244
Change-9,747 (-16%)
Value$11.1M (-$1.5M)
Filed 2026-10-20
Rakuten Investment Management, Inc.
NEW
Shares52,119
Change+52,119
Value$11.1M
Filed 2026-10-30
Public Sector Pension Investment Board
DECREASED
Shares51,390 from 52,448
Change-1,058 (-2%)
Value$11.1M (+$512.1K)
Filed 2026-11-10
Nordwand Advisors, LLC
INCREASED
Shares50,800 from 50,501
Change+299 (+1%)
Value$10.7M (+$541.4K)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares50,073 from 45,017
Change+5,056 (+11%)
Value$10.6M (+$1.5M)
Filed 2026-10-21
Blair William & Co
DECREASED
Shares47,651 from 49,035
Change-1,384 (-3%)
Value$10.1M (+$172.4K)
Filed 2026-11-10
Scotia Capital Inc.
DECREASED
Shares47,501 from 50,438
Change-2,937 (-6%)
Value$10.0M (-$142.5K)
Filed 2026-11-10
NFJ Investment Group, LLC
DECREASED
Shares45,229 from 48,345
Change-3,116 (-6%)
Value$9.5M (-$199.9K)
Filed 2026-11-09
Cornerstone Advisors, LLC
NEW
Shares44,778
Change+44,778
Value$9.5M
Filed 2026-11-06
Krane Funds Advisors LLC
DECREASED
Shares44,183 from 63,377
Change-19,194 (-30%)
Value$9.3M (-$3.5M)
Filed 2026-11-09
Avanza Fonder AB
INCREASED
Shares43,319 from 38,338
Change+4,981 (+13%)
Value$9.1M (+$1.4M)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares43,039 from 42,471
Change+568 (+1%)
Value$9.1M (+$522.1K)
Filed 2026-10-20
Telos Capital Management, Inc.
INCREASED
Shares42,829 from 42,514
Change+315 (+1%)
Value$9.0M (+$469.1K)
Filed 2026-11-02
South Dakota Investment Council
DECREASED
Shares42,335 from 43,096
Change-761 (-2%)
Value$8.9K (+$247)
Filed 2026-11-10
Fifth Third Bancorp
INCREASED
Shares42,187 from 41,469
Change+718 (+2%)
Value$8.9M (+$544.3K)
Filed 2026-11-05
CIBC World Market Inc.
INCREASED
Shares42,170 from 42,016
Change+154 (+0%)
Value$8.9M (+$430.4K)
Filed 2026-11-10
CX Institutional
INCREASED
Shares42,020 from 36,046
Change+5,974 (+17%)
Value$8.9K (+$1.6K)
Filed 2026-10-02
Goelzer Investment Management, Inc.
DECREASED
Shares39,710 from 40,003
Change-293 (-1%)
Value$8.4M (+$317.0K)
Filed 2026-10-16
Vest Financial, LLC
INCREASED
Shares38,915 from 29,515
Change+9,400 (+32%)
Value$8.2M (+$2.3M)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares37,574 from 16,095
Change+21,479 (+133%)
Value$7.9M (+$4.6M)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares36,951 from 37,529
Change-578 (-2%)
Value$7.8M (+$233.4K)
Filed 2026-10-05
Voya Investment Management LLC
DECREASED
Shares36,246 from 36,691
Change-445 (-1%)
Value$7.7M (+$253.5K)
Filed 2026-11-10
Generali Asset Management SPA SGR
DECREASED
Shares35,945 from 39,240
Change-3,295 (-8%)
Value$7.6M (-$323.9K)
Filed 2026-10-26
Amalgamated Bank
DECREASED
Shares35,740 from 37,115
Change-1,375 (-4%)
Value$7.5K (+$61)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
DECREASED
Shares35,625 from 35,895
Change-270 (-1%)
Value$7.5M (+$282.9K)
Filed 2026-10-30
ING Groep NV
DECREASED
Shares35,316 from 35,889
Change-573 (-2%)
Value$7.5M (-$102.6K)
Filed 2026-11-10
Xponance LLC
INCREASED
Shares34,437 from 31,434
Change+3,003 (+10%)
Value$7.3M (+$931.6K)
Filed 2026-11-03
Leuthold Group, LLC
INCREASED
Shares34,288 from 30,305
Change+3,983 (+13%)
Value$7.2M (+$1.1M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares33,914 from 34,817
Change-903 (-3%)
Value$7.2M (+$139.1K)
Filed 2026-10-22
Alps Advisors Inc
INCREASED
Shares33,763 from 11,029
Change+22,734 (+206%)
Value$7.1M (+$4.9M)
Filed 2026-11-03
Wealthfront Advisers LLC
INCREASED
Shares33,419 from 30,100
Change+3,319 (+11%)
Value$7.1M (+$985.6K)
Filed 2026-11-09
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares33,233 from 48,344
Change-15,111 (-31%)
Value$7.0M (-$2.7M)
Filed 2026-10-16
M&T Bank Corp
DECREASED
Shares33,167 from 33,567
Change-400 (-1%)
Value$7.0M (+$233.6K)
Filed 2026-11-10
Lipe & Dalton
UNCHANGED
Shares32,908 from 32,908
Change0 (0%)
Value$6.9K (+$311)
Filed 2026-10-15
Fisher Funds Management LTD
UNCHANGED
Shares32,700 from 32,700
Change0 (0%)
Value$6.9M (+$309.3K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares32,693 from 50,285
Change-17,592 (-35%)
Value$6.9M (-$3.2M)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED
Shares32,067 from 10,011
Change+22,056 (+220%)
Value$6.8M (+$4.8M)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares31,948 from 47,431
Change-15,483 (-33%)
Value$6.7M (-$2.8M)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares31,866 from 29,994
Change+1,872 (+6%)
Value$6.7M (+$679.0K)
Filed 2026-11-03
Cohen Klingenstein LLC
UNCHANGED
Shares31,400 from 31,400
Change0 (0%)
Value$6.6M (+$297.4K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares30,225 from 28,459
Change+1,766 (+6%)
Value$6.4M (+$642.3K)
Filed 2026-10-15
Tompkins Financial Corp
DECREASED
Shares30,045 from 35,472
Change-5,427 (-15%)
Value$6.3M (-$809.6K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares29,722 from 25,849
Change+3,873 (+15%)
Value$6.3K (+$1.1K)
Filed 2026-10-26
Asio Capital, LLC
INCREASED
Shares29,133 from 28,161
Change+972 (+3%)
Value$6.1M (+$471.9K)
Filed 2026-10-19
State of Alaska, Department of Revenue
DECREASED
Shares27,427 from 28,601
Change-1,174 (-4%)
Value$5.8K (+$23)
Filed 2026-10-15
First Financial Bank - Trust Division
INCREASED
Shares27,375 from 19,989
Change+7,386 (+37%)
Value$5.8M (+$1.7M)
Filed 2026-10-01
TD Waterhouse Canada Inc.
INCREASED
Shares27,310 from 8,247
Change+19,063 (+231%)
Value$6.0M (+$4.3M)
Filed 2026-10-16
Gradient Investments LLC
INCREASED
Shares27,266 from 25,269
Change+1,997 (+8%)
Value$5.8M (+$660.7K)
Filed 2026-10-08
Mutual of America Capital Management LLC
DECREASED
Shares26,724 from 27,207
Change-483 (-2%)
Value$5.6M (+$155.7K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares25,976 from 17,124
Change+8,852 (+52%)
Value$5.5M (+$2.0M)
Filed 2026-10-23
Assenagon Asset Management S.A.
INCREASED
Shares25,331 from 25,071
Change+260 (+1%)
Value$5.3M (+$292.3K)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
DECREASED
Shares25,165 from 39,545
Change-14,380 (-36%)
Value$5.3M (-$2.7M)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares24,810 from 24,670
Change+140 (+1%)
Value$5.2M (+$263.2K)
Filed 2026-10-16
Freestone Capital Holdings, LLC
DECREASED
Shares23,931 from 24,293
Change-362 (-1%)
Value$5.1M (+$153.6K)
Filed 2026-11-09
Exchange Traded Concepts, LLC
INCREASED
Shares23,765 from 14,267
Change+9,498 (+67%)
Value$5.0M (+$2.1M)
Filed 2026-10-28
Mizuho Securities USA LLC
INCREASED
Shares23,632 from 22,852
Change+780 (+3%)
Value$4.9M (+$243.3K)
Filed 2026-11-09
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares23,399 from 23,399
Change0 (0%)
Value$4.9K (+$222)
Filed 2026-11-10
S&CO Inc
INCREASED
Shares23,194 from 22,398
Change+796 (+4%)
Value$4.9K (+$380)
Filed 2026-11-10
Stanley-Laman Group, Ltd.
INCREASED
Shares23,178 from 17,853
Change+5,325 (+30%)
Value$4.9M (+$1.3M)
Filed 2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED
Shares22,361 from 22,361
Change0 (0%)
Value$4.7K (+$211)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares21,936 from 20,468
Change+1,468 (+7%)
Value$4.6M (+$503.7K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares21,036 from 20,944
Change+92 (+0%)
Value$4.5M (+$258.5K)
Filed 2026-11-04
JB Capital LLC
NEW
Shares20,780
Change+20,780
Value$4.4M
Filed 2026-10-19
Naples Global Advisors, LLC
INCREASED
Shares20,690 from 19,349
Change+1,341 (+7%)
Value$4.4M (+$466.3K)
Filed 2026-11-05
Leavell Investment Management, Inc.
INCREASED
Shares20,253 from 19,422
Change+831 (+4%)
Value$4.3M (+$359.3K)
Filed 2026-11-09
Rothschild Investment LLC
INCREASED
Shares20,191 from 18,298
Change+1,893 (+10%)
Value$4.3M (+$572.9K)
Filed 2026-11-10
D.A. Davidson & Co.
INCREASED
Shares20,183 from 19,965
Change+218 (+1%)
Value$4.3M (+$235.1K)
Filed 2026-10-28
SBI Okasan Asset Management Co.Ltd.
INCREASED
Shares20,100 from 17,000
Change+3,100 (+18%)
Value$4.3M (+$902.0K)
Filed 2026-11-10
Squarepoint Ops LLC
DECREASED
Shares19,915 from 215,355
Change-195,440 (-91%)
Value$4.2M (-$39.2M)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares19,027 from 18,779
Change+248 (+1%)
Value$4.0M (+$230.2K)
Filed 2026-11-03
Augustine Asset Management Inc
NEW
Shares17,975
Change+17,975
Value$3.8M
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,737 from 20,191
Change-2,454 (-12%)
Value$3.7K (-$327)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares17,191 from 16,605
Change+586 (+4%)
Value$3.6M (+$280.9K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares17,188 from 23,175
Change-5,987 (-26%)
Value$3.6M (-$1.0M)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares17,018 from 14,446
Change+2,572 (+18%)
Value$3.6M (+$679.7K)
Filed 2026-10-21
Commerzbank Aktiengesellschaft
DECREASED
Shares16,978 from 31,833
Change-14,855 (-47%)
Value$3.6K (-$2.8K)
Filed 2026-11-10
Diversified Trust Co
NEW
Shares16,797
Change+16,797
Value$3.5M
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares16,666 from 19,776
Change-3,110 (-16%)
Value$3.5M (-$469.2K)
Filed 2026-10-27
Intech Investment Management LLC
INCREASED
Shares16,220 from 11,980
Change+4,240 (+35%)
Value$3.4M (+$1.0M)
Filed 2026-11-09
River Wealth Advisors LLC
DECREASED
Shares16,095 from 17,195
Change-1,100 (-6%)
Value$3.4M (-$69.3K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares15,914 from 17,144
Change-1,230 (-7%)
Value$3.4M (-$97.3K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
INCREASED
Shares15,394 from 15,069
Change+325 (+2%)
Value$3.2M (+$211.3K)
Filed 2026-10-06
Nelson Capital Management, LLC
DECREASED
Shares15,291 from 15,810
Change-519 (-3%)
Value$3.2M (+$40.2K)
Filed 2026-11-09
Tealwood Asset Management Inc
DECREASED
Shares15,252 from 15,472
Change-220 (-1%)
Value$3.2K (+$100)
Filed 2026-10-13
Anderson Hoagland & Co
NEW
Shares15,144
Change+15,144
Value$3.2M
Filed 2026-10-23
New Mexico Educational Retirement Board
UNCHANGED
Shares14,550 from 14,550
Change0 (0%)
Value$3.1K (+$138)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares14,542 from 12,664
Change+1,878 (+15%)
Value$3.1M (+$516.3K)
Filed 2026-10-29
Bailard, Inc.
INCREASED
Shares14,440 from 14,372
Change+68 (+0%)
Value$3.0M (+$150.5K)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares14,420 from 14,340
Change+80 (+1%)
Value$3.0K (+$153)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares14,200 from 14,900
Change-700 (-5%)
Value$3.0M (-$6.7K)
Filed 2026-10-20
Suncoast Equity Management
INCREASED
Shares14,187 from 12,725
Change+1,462 (+11%)
Value$3.0M (+$429.1K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,913 from 12,548
Change+1,365 (+11%)
Value$2.9M (+$407.0K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares13,836 from 13,416
Change+420 (+3%)
Value$2.9K (+$216)
Filed 2026-10-22
CPC Advisors, LLC
INCREASED
Shares13,825 from 11,364
Change+2,461 (+22%)
Value$2.9M (+$627.2K)
Filed 2026-10-21
Brookmont Capital Management
INCREASED
Shares13,749 from 13,675
Change+74 (+1%)
Value$2.9M (+$145.1K)
Filed 2026-10-23
Bell Asset Management Ltd
DECREASED
Shares13,384 from 19,925
Change-6,541 (-33%)
Value$2.8M (-$1.2M)
Filed 2026-10-08
Fideuram Asset Management (Ireland) dac
DECREASED
Shares13,246 from 28,191
Change-14,945 (-53%)
Value$2.8M (-$3.1M)
Filed 2026-10-29
Alamar Capital Management, LLC
DECREASED
Shares13,134 from 13,573
Change-439 (-3%)
Value$2.8M (+$35.7K)
Filed 2026-11-02
Plato Investment Management Ltd
DECREASED
Shares12,890 from 13,646
Change-756 (-6%)
Value$2.7M (-$3.7K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares12,870 from 12,870
Change0 (0%)
Value$2.7K (+$122)
Filed 2026-11-03
Third View Private Wealth, LLC
INCREASED
Shares12,688 from 12,613
Change+75 (+1%)
Value$2.7M (+$135.3K)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares12,309 from 4,925
Change+7,384 (+150%)
Value$2.6M (+$1.6M)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares12,032 from 8,555
Change+3,477 (+41%)
Value$2.5M (+$815.1K)
Filed 2026-11-04
V-Square Quantitative Management LLC
INCREASED
Shares11,981 from 11,813
Change+168 (+1%)
Value$2.5M (+$147.3K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares11,931 from 4,001
Change+7,930 (+198%)
Value$2.5M (+$1.7M)
Filed 2026-10-27
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares11,787 from 11,787
Change0 (0%)
Value$2.5M (+$111.6K)
Filed 2026-10-26
GAM Holding AG
DECREASED
Shares11,722 from 14,205
Change-2,483 (-17%)
Value$2.5M (-$389.6K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares11,542 from 6,141
Change+5,401 (+88%)
Value$2.4M (+$1.2M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares11,491 from 9,776
Change+1,715 (+18%)
Value$2.4M (+$454.7K)
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares11,380 from 10,981
Change+399 (+4%)
Value$2.4M (+$188.1K)
Filed 2026-10-23
Marble Harbor Investment Counsel, LLC
INCREASED
Shares11,353 from 11,178
Change+175 (+2%)
Value$2.4M (+$142.8K)
Filed 2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares11,180 from 17,570
Change-6,390 (-36%)
Value$2.4M (-$1.2M)
Filed 2026-11-03
Todd Asset Management LLC
UNCHANGED
Shares11,160 from 11,160
Change0 (0%)
Value$2.4M (+$105.7K)
Filed 2026-10-27
Shayne & Jacobs, LLC
DECREASED
Shares11,057 from 11,104
Change-47 (0%)
Value$2.3M (+$95.2K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares11,018 from 7,886
Change+3,132 (+40%)
Value$2.3M (+$735.7K)
Filed 2026-11-03
Twin Tree Management, LP
NEW
Shares10,544
Change+10,544
Value$2.2M
Filed 2026-11-10
Stackstone Wealth, LLC
NEW
Shares10,387
Change+10,387
Value$2.2M
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares10,219 from 9,973
Change+246 (+2%)
Value$2.2M (+$195.8K)
Filed 2026-10-20
Raiffeisen Bank International AG
INCREASED
Shares10,088 from 8,758
Change+1,330 (+15%)
Value$2.1M (+$407.9K)
Filed 2026-10-28
Keybank National Association
INCREASED
Shares10,034 from 9,856
Change+178 (+2%)
Value$2.1M (+$130.9K)
Filed 2026-11-04
King Luther Capital Management Corp
UNCHANGED
Shares9,967 from 9,967
Change0 (0%)
Value$2.1M (+$94.4K)
Filed 2026-11-05
Econ Financial Services Corp
NEW
Shares9,582
Change+9,582
Value$2.0M
Filed 2026-10-19
Piscataqua Savings Bank
DECREASED
Shares9,537 from 9,646
Change-109 (-1%)
Value$2.0M (+$68.3K)
Filed 2026-10-21
Archford Capital Strategies, LLC
DECREASED
Shares9,461 from 15,770
Change-6,309 (-40%)
Value$2.0M (-$1.2M)
Filed 2026-10-19
Sepio Capital, LP
DECREASED
Shares9,399 from 9,925
Change-526 (-5%)
Value$2.0M (-$16.8K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares9,388 from 9,458
Change-70 (-1%)
Value$2.0M (+$74.8K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares9,325 from 9,015
Change+310 (+3%)
Value$2.0M (+$150.9K)
Filed 2026-10-23
Virtus Advisers, LLC
DECREASED
Shares9,308 from 13,591
Change-4,283 (-32%)
Value$2.0M (-$775.3K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares9,286 from 7,579
Change+1,707 (+23%)
Value$2.0M (+$432.0K)
Filed 2026-10-23
Atlas Capital Advisors Inc.
DECREASED
Shares9,123 from 9,233
Change-110 (-1%)
Value$66.8K (-$1.8M)
Filed 2026-11-09
Greenleaf Trust
DECREASED
Shares8,905 from 9,344
Change-439 (-5%)
Value$1.9M (-$4.2K)
Filed 2026-10-29
LaFleur & Godfrey LLC
DECREASED
Shares8,878 from 9,715
Change-837 (-9%)
Value$1.9M (-$84.7K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
DECREASED
Shares8,609 from 8,763
Change-154 (-2%)
Value$1.8M (+$50.5K)
Filed 2026-11-02
Navalign, LLC
INCREASED
Shares8,595 from 7,824
Change+771 (+10%)
Value$1.8M (+$236.8K)
Filed 2026-11-09
Crescent Sterling, Ltd.
NEW
Shares8,530
Change+8,530
Value$1.8M
Filed 2026-10-16
Founders Financial Securities LLC
DECREASED
Shares8,416 from 9,062
Change-646 (-7%)
Value$1.8M (-$50.5K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares8,388 from 8,666
Change-278 (-3%)
Value$1.8M (+$23.3K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares8,291 from 7,161
Change+1,130 (+16%)
Value$1.8M (+$306.3K)
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares8,267 from 7,280
Change+987 (+14%)
Value$1.7M (+$277.3K)
Filed 2026-10-28
HighPoint Advisor Group LLC
INCREASED
Shares8,216 from 5,277
Change+2,939 (+56%)
Value$1.7M (+$670.4K)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares8,050 from 7,714
Change+336 (+4%)
Value$1.7M (+$143.9K)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares7,953 from 7,829
Change+124 (+2%)
Value$1.7M (+$100.3K)
Filed 2026-10-23
WBI Investments, LLC
INCREASED
Shares7,946 from 5,674
Change+2,272 (+40%)
Value$1.7M (+$533.4K)
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED
Shares7,942 from 7,837
Change+105 (+1%)
Value$1.7M (+$96.4K)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares7,846 from 3,932
Change+3,914 (+100%)
Value$1.7M (+$863.4K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares7,816 from 7,285
Change+531 (+7%)
Value$1.6M (+$181.1K)
Filed 2026-10-26
Securian Asset Management, Inc
DECREASED
Shares7,518 from 7,718
Change-200 (-3%)
Value$1.6M (+$17.8K)
Filed 2026-11-06
Gateway Investment Advisers LLC
INCREASED
Shares7,470 from 3,263
Change+4,207 (+129%)
Value$1.6M (+$919.0K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares7,396 from 7,327
Change+69 (+1%)
Value$1.6M (+$83.8K)
Filed 2026-11-09
Kornitzer Capital Management Inc
INCREASED
Shares7,000 from 6,500
Change+500 (+8%)
Value$1.5M (+$167.1K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,976 from 6,279
Change+697 (+11%)
Value$1.5M (+$227.3K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares6,944 from 6,698
Change+246 (+4%)
Value$1.5M (+$115.4K)
Filed 2026-10-23
Sompo Asset Management Co., Ltd.
INCREASED
Shares6,911 from 3,660
Change+3,251 (+89%)
Value$1.5M (+$720.9K)
Filed 2026-11-10
BG Investment Services, LLC
NEW
Shares6,855
Change+6,855
Value$1.4M
Filed 2026-10-23
LBP AM SA
DECREASED
Shares6,798 from 437,808
Change-431,010 (-98%)
Value$1.4M (-$86.8M)
Filed 2026-11-06
Studio Investment Management LLC
DECREASED
Shares6,782 from 6,824
Change-42 (-1%)
Value$1.4M (+$55.8K)
Filed 2026-10-22
CNB Bank
INCREASED
Shares6,767 from 6,462
Change+305 (+5%)
Value$1.4M (+$125.6K)
Filed 2026-11-09
First Citizens Bank & Trust Co
INCREASED
Shares6,577 from 6,525
Change+52 (+1%)
Value$1.4M (+$72.8K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares6,385 from 5,995
Change+390 (+7%)
Value$1.3M (+$139.1K)
Filed 2026-11-03
Bull Harbor Capital LLC
INCREASED
Shares6,376 from 4,170
Change+2,206 (+53%)
Value$1.3M (+$505.2K)
Filed 2026-11-10
Lyell Wealth Management, LP
UNCHANGED
Shares6,371 from 6,371
Change0 (0%)
Value$1.3M (+$60.3K)
Filed 2026-10-30
Coldstream Capital Management Inc
INCREASED
Shares6,308 from 5,642
Change+666 (+12%)
Value$1.3M (+$194.0K)
Filed 2026-11-09
Smithfield Trust Co
DECREASED
Shares6,283 from 6,325
Change-42 (-1%)
Value$1.3K (+$54)
Filed 2026-11-09
Compass Wealth Management LLC
DECREASED
Shares6,109 from 11,924
Change-5,815 (-49%)
Value$1.3M (-$1.1M)
Filed 2026-10-22
Bdf-Gestion
DECREASED
Shares6,059 from 6,828
Change-769 (-11%)
Value$1.3M (-$411.6K)
Filed 2026-10-19
Banque Transatlantique SA
DECREASED
Shares5,934 from 9,228
Change-3,294 (-36%)
Value$1.3M (-$607.9K)
Filed 2026-11-10
Allworth Financial LP
INCREASED
Shares5,912 from 3,086
Change+2,826 (+92%)
Value$1.2M (+$569.7K)
Filed 2026-11-06
Power Wealth Management LLC
INCREASED
Shares5,899 from 5,867
Change+32 (+1%)
Value$1.2M (+$62.3K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares5,800 from 5,593
Change+207 (+4%)
Value$1.2M (+$96.7K)
Filed 2026-10-22
Iams Wealth Management, LLC
DECREASED
Shares5,713 from 6,060
Change-347 (-6%)
Value$1.2M (-$15.9K)
Filed 2026-10-15
J. Safra Sarasin Holding AG
INCREASED
Shares5,614 from 3,030
Change+2,584 (+85%)
Value$1.2M (+$563.2K)
Filed 2026-10-26
Triglav Investments, D.O.O.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$1.2M (+$52.1K)
Filed 2026-11-06
Emprise Bank
DECREASED
Shares5,499 from 5,596
Change-97 (-2%)
Value$1.2M (+$32.5K)
Filed 2026-10-07
J.Safra Asset Management Corp
INCREASED
Shares5,272 from 5,196
Change+76 (+1%)
Value$1.1M (+$65.2K)
Filed 2026-11-03
Bridges Investment Management Inc
INCREASED
Shares5,209 from 5,174
Change+35 (+1%)
Value$1.1M (+$56.4K)
Filed 2026-11-10
Prasad Wealth Partners, LLC
INCREASED
Shares5,067 from 4,878
Change+189 (+4%)
Value$1.1M (+$86.1K)
Filed 2026-11-10
Farther Finance Advisors, LLC
INCREASED
Shares5,055 from 4,328
Change+727 (+17%)
Value$1.1M (+$194.9K)
Filed 2026-10-08
Keeler Thomas Management LLC
DECREASED
Shares5,042 from 7,009
Change-1,967 (-28%)
Value$1.1M (-$348.9K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,936 from 3,465
Change+1,471 (+42%)
Value$1.0M (+$343.3K)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares4,910 from 4,968
Change-58 (-1%)
Value$1.0M (+$34.8K)
Filed 2026-10-14
TCW Group Inc
DECREASED
Shares4,889 from 4,934
Change-45 (-1%)
Value$1.0M (+$37.2K)
Filed 2026-11-10
Fisher Asset Management, LLC
INCREASED
Shares4,861 from 3,252
Change+1,609 (+49%)
Value$1.0M (+$370.4K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,831 from 5,035
Change-204 (-4%)
Value$1.0M (+$4.6K)
Filed 2026-10-23
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares4,813 from 4,819
Change-6 (0%)
Value$1.0M (+$44.4K)
Filed 2026-10-14
OneDigital Investment Advisors LLC
INCREASED
Shares4,810 from 3,911
Change+899 (+23%)
Value$1.0M (+$226.8K)
Filed 2026-11-10
Anchor Investment Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.0M (+$45.5K)
Filed 2026-11-10
MBL Wealth, LLC
INCREASED
Shares4,791 from 1,117
Change+3,674 (+329%)
Value$1.0M (+$786.1K)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
INCREASED
Shares4,788 from 4,675
Change+113 (+2%)
Value$1.0M (+$68.1K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
DECREASED
Shares4,777 from 4,999
Change-222 (-4%)
Value$1.0M (+$481)
Filed 2026-10-15
First National Bank & Trust Co of Newtown
DECREASED
Shares4,763 from 4,828
Change-65 (-1%)
Value$1.0M (+$21.6K)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,687 from 4,172
Change+515 (+12%)
Value$989.3K (+$148.3K)
Filed 2026-10-16
Guinness Atkinson Asset Management Inc
INCREASED
Shares4,680 from 1,368
Change+3,312 (+242%)
Value$987.9K (+$712.1K)
Filed 2026-11-05
Chicago Capital, LLC
UNCHANGED
Shares4,595 from 4,595
Change0 (0%)
Value$969.9K (+$43.5K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares4,441 from 2,971
Change+1,470 (+49%)
Value$936.5K (+$337.5K)
Filed 2026-11-06
Legacy Financial Advisors, Inc.
INCREASED
Shares4,422 from 3,017
Change+1,405 (+47%)
Value$933.3K (+$325.1K)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares4,400 from 5,464
Change-1,064 (-19%)
Value$928.8K (-$172.8K)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares4,363 from 2,461
Change+1,902 (+77%)
Value$948.1K (+$451.8K)
Filed 2026-10-13
Cooke & Bieler LP
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$882.3K (+$39.6K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares4,055 from 4,091
Change-36 (-1%)
Value$855.9K (+$31.1K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
NEW
Shares4,047
Change+4,047
Value$854.2K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares4,016 from 2,683
Change+1,333 (+50%)
Value$847.7K (+$306.6K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares4,002 from 15,953
Change-11,951 (-75%)
Value$844.7K (-$2.4M)
Filed 2026-10-21
Secured Retirement Advisors, LLC
INCREASED
Shares3,995 from 3,993
Change+2 (+0%)
Value$843.3K (+$38.2K)
Filed 2026-11-10
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,993 from 4,126
Change-133 (-3%)
Value$842.8K (+$11.0K)
Filed 2026-11-05
Haven Private, LLC
DECREASED
Shares3,983 from 4,058
Change-75 (-2%)
Value$840.7K (+$22.6K)
Filed 2026-10-27
Purkiss Capital Advisors LLC
DECREASED
Shares3,978 from 4,200
Change-222 (-5%)
Value$839.7K (-$7.1K)
Filed 2026-11-06
Huntington National Bank
INCREASED
Shares3,965 from 3,547
Change+418 (+12%)
Value$838.5K (+$123.4K)
Filed 2026-11-10
Dorato Capital Management
INCREASED
Shares3,961 from 3,152
Change+809 (+26%)
Value$854.9K (+$223.4K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
INCREASED
Shares3,951 from 2,294
Change+1,657 (+72%)
Value$834.0K (+$371.5K)
Filed 2026-11-06
Hardy Reed LLC
INCREASED
Shares3,950 from 3,943
Change+7 (+0%)
Value$833.8K (+$38.8K)
Filed 2026-11-06
Venture Visionary Partners LLC
DECREASED
Shares3,943 from 4,672
Change-729 (-16%)
Value$832.5K (-$109.6K)
Filed 2026-10-07
Yankcom Partnership
INCREASED
Shares3,818 from 3,615
Change+203 (+6%)
Value$805.9K (+$77.1K)
Filed 2026-10-15
Machina Capital S.A.S.
DECREASED
Shares3,793 from 4,365
Change-572 (-13%)
Value$800.6K (-$79.4K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares3,774 from 3,349
Change+425 (+13%)
Value$796.7K (+$121.5K)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares3,769 from 4,224
Change-455 (-11%)
Value$795.6K (-$56.0K)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares3,763 from 2,996
Change+767 (+26%)
Value$794.3K (+$190.3K)
Filed 2026-10-16
Defined Wealth Management, LLC
DECREASED
Shares3,755 from 5,305
Change-1,550 (-29%)
Value$792.6K (-$276.9K)
Filed 2026-10-19
Phoenix Financial Ltd.
INCREASED
Shares3,743 from 3,598
Change+145 (+4%)
Value$790.1K (+$64.7K)
Filed 2026-11-09
Adelphi Trust Co
INCREASED
Shares3,723 from 3,703
Change+20 (+1%)
Value$785.9K (+$39.3K)
Filed 2026-10-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares3,681 from 3,701
Change-20 (-1%)
Value$777.0K (+$30.8K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares3,678
Change+3,678
Value$776.3K
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares3,664 from 3,912
Change-248 (-6%)
Value$773.5K (-$15.3K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares3,654 from 3,428
Change+226 (+7%)
Value$771.3K (+$80.2K)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
NEW
Shares3,638
Change+3,638
Value$779.7K
Filed 2026-10-13
Kennebec Savings Bank
INCREASED
Shares3,612 from 3,551
Change+61 (+2%)
Value$762.4K (+$46.5K)
Filed 2026-10-22
Argonautica Private Wealth Management, Inc
INCREASED
Shares3,568 from 3,419
Change+149 (+4%)
Value$753.1K (+$63.7K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares3,541 from 3,494
Change+47 (+1%)
Value$747.4K (+$42.9K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares3,540 from 3,413
Change+127 (+4%)
Value$747.2K (+$59.1K)
Filed 2026-10-20
Azzad Asset Management Inc
INCREASED
Shares3,504 from 1,471
Change+2,033 (+138%)
Value$739.6K (+$443.1K)
Filed 2026-11-04
Employees Retirement System of Texas
DECREASED
Shares3,493 from 29,734
Change-26,241 (-88%)
Value$737 (-$5.3K)
Filed 2026-11-10
Tannin Capital LLC
INCREASED
Shares3,482 from 2,992
Change+490 (+16%)
Value$735.0K (+$131.8K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED
Shares3,465 from 3,516
Change-51 (-1%)
Value$731.4K (+$22.5K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares3,392 from 2,703
Change+689 (+25%)
Value$716.0K (+$171.0K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares3,387 from 3,804
Change-417 (-11%)
Value$714.9K (-$52.1K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares3,378 from 8,411
Change-5,033 (-60%)
Value$710.3K (-$985.5K)
Filed 2026-10-15
Aaron Wealth Advisors LLC
NEW
Shares3,369
Change+3,369
Value$711.3K
Filed 2026-10-13
Crestwood Advisors Group, LLC
INCREASED
Shares3,369 from 2,333
Change+1,036 (+44%)
Value$711.1K (+$240.8K)
Filed 2026-10-27
IFG Advisory, LLC
INCREASED
Shares3,351 from 2,892
Change+459 (+16%)
Value$707.2K (+$124.1K)
Filed 2026-11-09
Trust Asset Management LLC
UNCHANGED
Shares3,295 from 3,295
Change0 (0%)
Value$695.5K (+$31.2K)
Filed 2026-11-03
Expressive Wealth LLC
INCREASED
Shares3,278 from 2,974
Change+304 (+10%)
Value$691.9K (+$92.3K)
Filed 2026-11-09
HUB Investment Partners, LLC
INCREASED
Shares3,242 from 1,955
Change+1,287 (+66%)
Value$684.2K (+$290.0K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares3,242 from 3,420
Change-178 (-5%)
Value$684.3K (-$5.2K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares3,235 from 3,235
Change0 (0%)
Value$682.8K (+$30.6K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares3,230 from 2,074
Change+1,156 (+56%)
Value$681.7K (+$263.7K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares3,218 from 1,528
Change+1,690 (+111%)
Value$679.2K (+$371.1K)
Filed 2026-11-04
Patten Group, Inc.
INCREASED
Shares3,200 from 3,170
Change+30 (+1%)
Value$675.5K (+$36.4K)
Filed 2026-10-26
Global Retirement Partners, LLC
DECREASED
Shares3,182 from 3,404
Change-222 (-7%)
Value$671.6K (-$14.6K)
Filed 2026-11-10
UMB Bank, n.a.
INCREASED
Shares3,161 from 2,278
Change+883 (+39%)
Value$667.2K (+$208.0K)
Filed 2026-11-06
Washington Trust Bank
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$660.7K (+$29.6K)
Filed 2026-11-03
Legacy Capital Group California, Inc.
DECREASED
Shares3,101 from 3,149
Change-48 (-2%)
Value$654.6K (+$19.8K)
Filed 2026-11-09
Independent Financial Group, LLC
INCREASED
Shares3,097 from 2,685
Change+412 (+15%)
Value$653.7K (+$112.4K)
Filed 2026-10-13
Soltis Investment Advisors LLC
NEW
Shares3,084
Change+3,084
Value$651.1K
Filed 2026-10-28
Smartleaf Asset Management LLC
INCREASED
Shares3,032 from 2,863
Change+169 (+6%)
Value$644.7K (+$76.8K)
Filed 2026-11-10
Leo Wealth, LLC
NEW
Shares3,018
Change+3,018
Value$637.0K
Filed 2026-10-26
SevenBridge Financial Group, LLC
DECREASED
Shares3,000 from 3,070
Change-70 (-2%)
Value$641.0K (-$23.2K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares2,995 from 3,192
Change-197 (-6%)
Value$632.3K (-$11.3K)
Filed 2026-10-28
Argent Trust Co
NEW
Shares2,978
Change+2,978
Value$628.6K
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares2,956 from 2,491
Change+465 (+19%)
Value$623.9K (+$121.6K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares2,928 from 2,764
Change+164 (+6%)
Value$618.1K (+$60.8K)
Filed 2026-10-16
Fulton Bank, N.A.
DECREASED
Shares2,908 from 2,914
Change-6 (0%)
Value$613.8K (+$26.3K)
Filed 2026-10-14
Curated Wealth Partners LLC
NEW
Shares2,853
Change+2,853
Value$602.2K
Filed 2026-10-15
Catalyst Financial Partners LLC
INCREASED
Shares2,832 from 2,130
Change+702 (+33%)
Value$597.8K (+$168.4K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares2,814 from 1,574
Change+1,240 (+79%)
Value$593.9K (+$276.6K)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares2,777 from 2,689
Change+88 (+3%)
Value$586.3K (+$44.2K)
Filed 2026-11-02
Hickory Point Bank & Trust
DECREASED
Shares2,775 from 2,902
Change-127 (-4%)
Value$585.7K (+$675)
Filed 2026-10-01
West Paces Advisors Inc.
INCREASED
Shares2,760 from 2,697
Change+63 (+2%)
Value$582.6K (+$38.8K)
Filed 2026-10-13
Avestar Capital, LLC
INCREASED
Shares2,756 from 2,674
Change+82 (+3%)
Value$581.7K (+$42.6K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares2,667 from 1,013
Change+1,654 (+163%)
Value$563.0K (+$358.7K)
Filed 2026-11-05
Impact Capital Partners LLC
DECREASED
Shares2,660 from 2,799
Change-139 (-5%)
Value$561.5K (-$2.8K)
Filed 2026-10-22
1900 Wealth Management LLC
NEW
Shares2,647
Change+2,647
Value$558.7K
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,644 from 2,681
Change-37 (-1%)
Value$558.1K (+$17.6K)
Filed 2026-10-05
3Chopt Investment Partners, LLC
INCREASED
Shares2,636 from 1,625
Change+1,011 (+62%)
Value$556.5K (+$228.8K)
Filed 2026-10-30
Salvus Wealth Management, LLC
DECREASED
Shares2,622 from 2,666
Change-44 (-2%)
Value$553.5K (+$16.0K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares2,622 from 2,580
Change+42 (+2%)
Value$553.4K (+$33.3K)
Filed 2026-10-21
Meridian Investment Counsel Inc.
DECREASED
Shares2,618 from 2,624
Change-6 (0%)
Value$552.6K (+$23.6K)
Filed 2026-10-14
PUREfi Wealth, LLC
DECREASED
Shares2,615 from 2,740
Change-125 (-5%)
Value$552.0K (-$437)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares2,589 from 1,991
Change+598 (+30%)
Value$554.8K (+$155.9K)
Filed 2026-10-09
Diversify Wealth Management, LLC
INCREASED
Shares2,585 from 2,421
Change+164 (+7%)
Value$550.5K (+$47.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares2,585 from 2,421
Change+164 (+7%)
Value$550.5K (+$47.9K)
Filed 2026-10-20
First Horizon Corp
DECREASED
Shares2,574 from 2,776
Change-202 (-7%)
Value$543.3K (-$16.4K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares2,572 from 2,464
Change+108 (+4%)
Value$542.9K (+$46.1K)
Filed 2026-10-02
KCM Investment Advisors LLC
DECREASED
Shares2,565 from 2,566
Change-1 (0%)
Value$541.4K (+$24.1K)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares2,550 from 2,548
Change+2 (+0%)
Value$538.3K (+$24.5K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares2,542 from 2,894
Change-352 (-12%)
Value$536.6K (-$46.8K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares2,504 from 6,598
Change-4,094 (-62%)
Value$528.6K (-$801.6K)
Filed 2026-11-02
Campbell Newman Asset Management Inc
UNCHANGED
Shares2,470 from 2,470
Change0 (0%)
Value$521.4K (+$23.4K)
Filed 2026-10-22
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares2,417 from 2,658
Change-241 (-9%)
Value$510.2K (-$25.7K)
Filed 2026-11-09
Certuity, LLC
INCREASED
Shares2,406 from 2,107
Change+299 (+14%)
Value$507.8K (+$83.0K)
Filed 2026-11-02
Burney Co/
DECREASED
Shares2,402 from 3,245
Change-843 (-26%)
Value$507.1K (-$147.2K)
Filed 2026-10-15
Beaton Management Co. Inc.
DECREASED
Shares2,386 from 2,436
Change-50 (-2%)
Value$504 (+$13)
Filed 2026-11-09
Old National Bancorp
DECREASED
Shares2,378 from 2,509
Change-131 (-5%)
Value$501.9K (-$3.9K)
Filed 2026-10-20
First Business Financial Services, Inc.
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$501.3K (+$22.5K)
Filed 2026-10-29
Parcion Private Wealth LLC
NEW
Shares2,363
Change+2,363
Value$498.8K
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares2,343 from 2,479
Change-136 (-5%)
Value$494.5K (-$5.3K)
Filed 2026-10-20
First County Bank
INCREASED
Shares2,326 from 2,272
Change+54 (+2%)
Value$491.0K (+$32.9K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares2,325 from 1,757
Change+568 (+32%)
Value$490.8K (+$137.3K)
Filed 2026-10-15
Klingman & Associates, LLC
NEW
Shares2,289
Change+2,289
Value$483.2K
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares2,273 from 2,593
Change-320 (-12%)
Value$479.8K (-$43.1K)
Filed 2026-10-15
Avise Financial Cooperative, Inc.
NEW
Shares2,270
Change+2,270
Value$479.2K
Filed 2026-11-09
Tradewinds Capital Management, LLC
INCREASED
Shares2,219 from 2,196
Change+23 (+1%)
Value$468.4K (+$25.7K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares2,214 from 1,260
Change+954 (+76%)
Value$467.4K (+$213.3K)
Filed 2026-10-28
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$464.4K (+$463.9K)
Filed 2026-11-06
Trust Co of Vermont
INCREASED
Shares2,197 from 2,172
Change+25 (+1%)
Value$463.7K (+$25.8K)
Filed 2026-10-21
Optas, LLC
INCREASED
Shares2,163 from 2,056
Change+107 (+5%)
Value$456.6K (+$42.1K)
Filed 2026-11-09
Pinnacle Associates LTD
INCREASED
Shares2,159 from 2,134
Change+25 (+1%)
Value$455.7K (+$25.5K)
Filed 2026-10-20
Heritage Family Offices, LLP
INCREASED
Shares2,158 from 1,871
Change+287 (+15%)
Value$455.4K (+$78.3K)
Filed 2026-11-02
Glenview Trust Co
DECREASED
Shares2,146 from 2,417
Change-271 (-11%)
Value$453.0K (-$34.3K)
Filed 2026-10-28
Asset Advisory Group, Inc.
UNCHANGED
Shares2,146 from 2,146
Change0 (0%)
Value$453.0K (+$20.3K)
Filed 2026-10-20
Morningstar Investment Management LLC
DECREASED
Shares2,133 from 3,216
Change-1,083 (-34%)
Value$450.2K (-$222.0K)
Filed 2026-11-09
Confluence Wealth Services, Inc.
DECREASED
Shares2,091 from 2,226
Change-135 (-6%)
Value$441.2K (-$7.4K)
Filed 2026-11-05
Alta Advisers Ltd
INCREASED
Shares2,082 from 1,188
Change+894 (+75%)
Value$439.5K (+$200.0K)
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares2,072 from 1,843
Change+229 (+12%)
Value$437.3K (+$65.7K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$434.6K (+$19.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares2,056 from 2,011
Change+45 (+2%)
Value$434.0K (+$28.6K)
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares2,050
Change+2,050
Value$432.7K
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares2,026 from 1,624
Change+402 (+25%)
Value$427.6K (+$100.2K)
Filed 2026-11-04
Thoroughbred Financial Services, LLC
DECREASED
Shares2,025 from 2,051
Change-26 (-1%)
Value$427 (+$14)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares2,011 from 3,188
Change-1,177 (-37%)
Value$424.5K (-$218.2K)
Filed 2026-11-09
Aprio Wealth Management, LLC
DECREASED
Shares1,998 from 2,185
Change-187 (-9%)
Value$421.7K (-$18.8K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$420.7K (+$18.9K)
Filed 2026-10-05
Whalen Wealth Management Inc.
NEW
Shares1,976
Change+1,976
Value$417.1K
Filed 2026-10-08
Montag A & Associates Inc
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$409.9K (+$18.4K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares1,930 from 1,590
Change+340 (+21%)
Value$407.4K (+$86.9K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares1,930 from 1,999
Change-69 (-3%)
Value$407.4K (+$4.4K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares1,920 from 1,747
Change+173 (+10%)
Value$405.3K (+$53.1K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares1,915 from 1,983
Change-68 (-3%)
Value$404.3K (+$4.4K)
Filed 2026-10-13
Obermeyer Wealth Partners
DECREASED
Shares1,909 from 1,919
Change-10 (-1%)
Value$403.0K (+$16.1K)
Filed 2026-10-21
LEE Danner & Bass Inc
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$400.4K (+$18.0K)
Filed 2026-10-27
Summit Securities Group LLC
INCREASED
Shares1,888 from 68
Change+1,820 (+2676%)
Value$398.5K (+$384.8K)
Filed 2026-11-05
Natural Investments, LLC
INCREASED
Shares1,884 from 1,640
Change+244 (+15%)
Value$397.7K (+$397.4K)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$397.7K (+$17.8K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$399.0K (+$20.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares1,863 from 1,864
Change-1 (0%)
Value$393.2K (+$3.6K)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
INCREASED
Shares1,839 from 1,837
Change+2 (+0%)
Value$388.1K (+$387.8K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,832 from 1,872
Change-40 (-2%)
Value$386.7K (+$9.3K)
Filed 2026-11-02
Wealthcare Capital Partners, LLC
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$385.6K (+$17.3K)
Filed 2026-10-21
Personal CFO Solutions, LLC
DECREASED
Shares1,823 from 2,402
Change-579 (-24%)
Value$384.9K (-$99.3K)
Filed 2026-11-06
Riversedge Advisors, LLC
NEW
Shares1,804
Change+1,804
Value$380.8K
Filed 2026-10-09
LifeGoal Investments, LLC
NEW
Shares1,799
Change+1,799
Value$379.7K
Filed 2026-10-09
Howard Capital Management, LLC
NEW
Shares1,774
Change+1,774
Value$374.5K
Filed 2026-10-16
Oslo Pensjonsforsikring AS
INCREASED
Shares1,772 from 1,531
Change+241 (+16%)
Value$374.0K (+$65.4K)
Filed 2026-10-15
DeDora Capital, Inc.
DECREASED
Shares1,759 from 1,792
Change-33 (-2%)
Value$371.2K (+$9.9K)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares1,750 from 868
Change+882 (+102%)
Value$369.4K (+$194.4K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$368.9K (+$16.5K)
Filed 2026-10-30
Skba Capital Management LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$365.2K (+$16.4K)
Filed 2026-11-09
SYM Financial Corp
NEW
Shares1,701
Change+1,701
Value$359.0K
Filed 2026-10-26
First Financial Bankshares Inc
DECREASED
Shares1,693 from 1,771
Change-78 (-4%)
Value$357.4K (+$306)
Filed 2026-11-10
Woodstock Corp
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$356.7K (+$16.0K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares1,659 from 1,492
Change+167 (+11%)
Value$350.2K (+$49.4K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
DECREASED
Shares1,657 from 26,180
Change-24,523 (-94%)
Value$349.8K (-$4.9M)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares1,652 from 2,958
Change-1,306 (-44%)
Value$348.7K (-$247.7K)
Filed 2026-10-21
Picton Mahoney Asset Management
NEW
Shares1,646
Change+1,646
Value$347.4K
Filed 2026-11-09
Parkside Financial Bank & Trust
INCREASED
Shares1,646 from 1,562
Change+84 (+5%)
Value$347.4K (+$32.5K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,631 from 1,629
Change+2 (+0%)
Value$344.3K (+$15.8K)
Filed 2026-10-30
Somerset Trust Co
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$335.8K (+$15.1K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares1,586 from 1,727
Change-141 (-8%)
Value$334.7K (-$13.4K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares1,564 from 784
Change+780 (+99%)
Value$330.1K (+$172.1K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares1,558 from 1,477
Change+81 (+5%)
Value$328.9K (+$31.1K)
Filed 2026-11-06
West Family Investments, Inc.
NEW
Shares1,551
Change+1,551
Value$327.4K
Filed 2026-11-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,544 from 1,155
Change+389 (+34%)
Value$326.0K (+$93.1K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares1,525 from 1,445
Change+80 (+6%)
Value$322.0K (+$30.6K)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$321.7K (+$14.4K)
Filed 2026-10-23
180 Wealth Advisors, LLC
DECREASED
Shares1,522 from 6,405
Change-4,883 (-76%)
Value$321.2K (-$970.1K)
Filed 2026-11-03
Great Lakes Advisors, LLC
INCREASED
Shares1,508 from 1,469
Change+39 (+3%)
Value$318.3K (+$22.1K)
Filed 2026-11-06
Arnhold LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$316.6K (+$14.2K)
Filed 2026-10-26
Belpointe Asset Management LLC
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$315.6K (+$14.2K)
Filed 2026-11-09
MSH Capital Advisors LLC
INCREASED
Shares1,491 from 1,360
Change+131 (+10%)
Value$314.7K (+$40.5K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
INCREASED
Shares1,489 from 1,357
Change+132 (+10%)
Value$314.3K (+$40.7K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares1,483 from 1,490
Change-7 (0%)
Value$313.0K (+$12.6K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1,481
Change+1,481
Value$312.6K
Filed 2026-10-21
Net Worth Advisory Group
INCREASED
Shares1,480 from 1,369
Change+111 (+8%)
Value$322.3K (+$46.3K)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$311.8K (+$14.0K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares1,474 from 1,405
Change+69 (+5%)
Value$311.2K (+$27.9K)
Filed 2026-10-28
German American Bancorp, Inc.
NEW
Shares1,460
Change+1,460
Value$308.2K
Filed 2026-11-10
Donaldson Capital Management, LLC
INCREASED
Shares1,456 from 1,441
Change+15 (+1%)
Value$307.3K (+$16.8K)
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,445 from 1,421
Change+24 (+2%)
Value$305.0K (+$18.5K)
Filed 2026-10-27
Americana Partners, LLC
NEW
Shares1,440
Change+1,440
Value$304.0K
Filed 2026-10-28
Aull & Monroe Investment Management Corp
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$303.3K (+$13.6K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares1,434 from 1,257
Change+177 (+14%)
Value$302.7K (+$49.3K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
NEW
Shares1,431
Change+1,431
Value$302.1K
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,426
Change+1,426
Value$307.8K
Filed 2026-10-20
Greater Midwest Financial Group, LLC
INCREASED
Shares1,424 from 1,419
Change+5 (+0%)
Value$300.6K (+$14.6K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED
Shares1,418 from 1,493
Change-75 (-5%)
Value$299.2K (-$1.8K)
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,415 from 1,406
Change+9 (+1%)
Value$298.7K (+$15.2K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares1,389 from 1,142
Change+247 (+22%)
Value$287.9K (+$54.0K)
Filed 2026-11-03
Opus Capital Group, LLC
INCREASED
Shares1,383 from 1,371
Change+12 (+1%)
Value$292 (+$16)
Filed 2026-10-30
Trilogy Capital Inc.
DECREASED
Shares1,382 from 1,388
Change-6 (0%)
Value$291.7K (+$11.9K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares1,377 from 1,990
Change-613 (-31%)
Value$290.7K (-$110.5K)
Filed 2026-11-05
Kaufman Rossin Wealth, LLC
NEW
Shares1,373
Change+1,373
Value$289.9K
Filed 2026-10-19
Riverwater Partners LLC
DECREASED
Shares1,371 from 1,811
Change-440 (-24%)
Value$289.4K (-$75.7K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$289.4K (+$13.0K)
Filed 2026-11-06
Burling Wealth Partners, LLC
DECREASED
Shares1,349 from 2,294
Change-945 (-41%)
Value$284.7K (-$177.7K)
Filed 2026-11-09
Provenance Wealth Advisors, LLC
INCREASED
Shares1,341 from 6
Change+1,335 (+22250%)
Value$283.1K (+$281.8K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares1,339 from 1,239
Change+100 (+8%)
Value$282.7K (+$32.9K)
Filed 2026-10-22
Fourpath Capital Management, LLC
DECREASED
Shares1,333 from 2,102
Change-769 (-37%)
Value$281.4K (-$142.4K)
Filed 2026-10-19
Founders Financial Alliance, LLC
DECREASED
Shares1,329 from 1,840
Change-511 (-28%)
Value$280.5K (-$90.4K)
Filed 2026-11-10
South Shore Capital Advisors
NEW
Shares1,324
Change+1,324
Value$279.5K
Filed 2026-10-20
NovaPoint Capital, LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$278.0K (+$12.5K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares1,314 from 1,506
Change-192 (-13%)
Value$284 (-$18)
Filed 2026-11-05
Kassira Wealth Management LLC
INCREASED
Shares1,311 from 1,309
Change+2 (+0%)
Value$276.7K (+$12.8K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares1,305 from 1,726
Change-421 (-24%)
Value$275.6K (-$72.5K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares1,299 from 1,286
Change+13 (+1%)
Value$274.2K (+$14.9K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares1,295
Change+1,295
Value$273.3K
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares1,295 from 1,225
Change+70 (+6%)
Value$273.3K (+$26.4K)
Filed 2026-11-06
Pavion Blue Capital, LLC
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$268.7K (+$12.1K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,271 from 1,267
Change+4 (+0%)
Value$268.3K (+$12.8K)
Filed 2026-10-13
Verdence Capital Advisors LLC
DECREASED
Shares1,265 from 1,309
Change-44 (-3%)
Value$266.9K (+$3.1K)
Filed 2026-10-26
111 Capital
DECREASED
Shares1,258 from 3,564
Change-2,306 (-65%)
Value$265.5K (-$453.0K)
Filed 2026-11-03
RMR Wealth Builders
INCREASED
Shares1,258 from 1,233
Change+25 (+2%)
Value$265.6K (+$17.0K)
Filed 2026-10-22
JLB & Associates Inc
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$252.0K ($0)
Filed 2026-10-27
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$263.9K (+$11.8K)
Filed 2026-11-02
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$261.7K (+$11.7K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares1,221 from 1,761
Change-540 (-31%)
Value$257.7K (-$97.3K)
Filed 2026-10-16
Angeles Wealth Management, LLC
INCREASED
Shares1,216 from 1,076
Change+140 (+13%)
Value$256.7K (+$39.7K)
Filed 2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,206 from 1,213
Change-7 (-1%)
Value$254.5K (+$10.1K)
Filed 2026-10-21
Atlas Brown,Inc.
INCREASED
Shares1,203 from 1,201
Change+2 (+0%)
Value$253.9K (+$11.7K)
Filed 2026-10-09
Calamos Wealth Management LLC
NEW
Shares1,201
Change+1,201
Value$253.5K
Filed 2026-11-02
Conning Inc.
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$251.6K (+$11.3K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares1,186 from 1,027
Change+159 (+15%)
Value$256.0K (+$52.8K)
Filed 2026-10-08
Brucke Financial, Inc.
DECREASED
Shares1,185 from 1,230
Change-45 (-4%)
Value$250.1K (+$2.2K)
Filed 2026-10-23
Capstone Wealth Management, LLC
NEW
Shares1,184
Change+1,184
Value$249.9K
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares1,184 from 1,239
Change-55 (-4%)
Value$249.9K (+$124)
Filed 2026-10-22
Cascade Investment Group, Inc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$248.0K (+$11.1K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares1,170 from 1,246
Change-76 (-6%)
Value$246.9K (-$4.2K)
Filed 2026-10-22
ETF Portfolio Partners, Inc.
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$245.9K (+$11.0K)
Filed 2026-10-22
Gryphon Financial Partners LLC
INCREASED
Shares1,159 from 1,153
Change+6 (+1%)
Value$244.6K (+$12.2K)
Filed 2026-11-04
Rossmore Private Capital
NEW
Shares1,150
Change+1,150
Value$242.7K
Filed 2026-10-27
TMB Capital Partners, LLC
INCREASED
Shares1,148 from 1,147
Change+1 (+0%)
Value$242.3K (+$11.1K)
Filed 2026-10-20
TFR Capital, Llc.
INCREASED
Shares1,145 from 1,126
Change+19 (+2%)
Value$241.7K (+$14.7K)
Filed 2026-11-09
SmartHarvest Portfolios, LLC
DECREASED
Shares1,135 from 1,263
Change-128 (-10%)
Value$239.5K (-$15.1K)
Filed 2026-10-26
AMG National Trust Bank
NEW
Shares1,129
Change+1,129
Value$238.3K
Filed 2026-11-05
Werba Rubin Papier Wealth Management
INCREASED
Shares1,121 from 1,091
Change+30 (+3%)
Value$236.6K (+$16.7K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
NEW
Shares1,109
Change+1,109
Value$234.0K
Filed 2026-10-08
MW Advisory, LLC
NEW
Shares1,109
Change+1,109
Value$234.1K
Filed 2026-10-19
McLean Asset Management Corp
DECREASED
Shares1,104 from 1,107
Change-3 (0%)
Value$227.7K (+$122)
Filed 2026-11-06
Sage Mountain Advisors LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$231.9K (+$10.4K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares1,097 from 1,109
Change-12 (-1%)
Value$231.5K (+$7.8K)
Filed 2026-10-22
Willner & Heller, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$230.9K (+$10.4K)
Filed 2026-10-28
Abel Hall, LLC
INCREASED
Shares1,090 from 1,046
Change+44 (+4%)
Value$230.1K (+$19.2K)
Filed 2026-10-19
Simon Quick Advisors, LLC
NEW
Shares1,087
Change+1,087
Value$229.4K
Filed 2026-10-26
Dynamic Advisor Solutions LLC
NEW
Shares1,066
Change+1,066
Value$225.0K
Filed 2026-10-13
Biltmore Family Office, LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$224.2K (+$10.1K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares1,059
Change+1,059
Value$223.5K
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares1,051 from 930
Change+121 (+13%)
Value$221.8K (+$34.4K)
Filed 2026-10-28
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$221.8K (+$10.0K)
Filed 2026-11-10
Mach-1 Financial Group, LLC
NEW
Shares1,041
Change+1,041
Value$219.7K
Filed 2026-11-06
Formidable Asset Management, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$208.3K (-$7.7K)
Filed 2026-11-03
Physicians Financial Services, Inc.
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$217 (+$10)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$215.7K (+$9.7K)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
DECREASED
Shares1,019 from 1,096
Change-77 (-7%)
Value$215.0K (-$5.9K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares1,018 from 1,251
Change-233 (-19%)
Value$214.9K (-$37.3K)
Filed 2026-10-20
Dakota Community Bank & Trust NA
INCREASED
Shares1,012 from 843
Change+169 (+20%)
Value$213.6K (+$43.7K)
Filed 2026-10-09
Simplicity Wealth,LLC
NEW
Shares1,011
Change+1,011
Value$213.4K
Filed 2026-10-23
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares1,008 from 995
Change+13 (+1%)
Value$212.8K (+$12.2K)
Filed 2026-11-09
Busey Bank
DECREASED
Shares1,004 from 1,011
Change-7 (-1%)
Value$211.9K (+$8.1K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares1,002 from 128
Change+874 (+683%)
Value$211.5K (+$185.7K)
Filed 2026-10-26
Wesbanco Bank Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$211.1K (+$9.5K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares995 from 935
Change+60 (+6%)
Value$209.9K (+$21.4K)
Filed 2026-10-15
Western Wealth Management, LLC
DECREASED
Shares992 from 994
Change-2 (0%)
Value$209.4K (+$9.1K)
Filed 2026-11-09
Wrapmanager Inc
DECREASED
Shares990 from 1,358
Change-368 (-27%)
Value$209.0K (-$64.8K)
Filed 2026-11-10
Smith Salley Wealth Management
DECREASED
Shares985 from 1,005
Change-20 (-2%)
Value$207.9K (+$5.3K)
Filed 2026-11-03
Highland Capital Management, LLC
NEW
Shares984
Change+984
Value$207.7K
Filed 2026-10-26
Essential Partners LLC
INCREASED
Shares979 from 555
Change+424 (+76%)
Value$206.6K (+$94.8K)
Filed 2026-10-14
Bison Wealth, LLC
NEW
Shares976
Change+976
Value$212.0K
Filed 2026-10-13
Missouri Trust & Investment Co
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$205.8K (+$5.3K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
NEW
Shares967
Change+967
Value$204.1K
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares965 from 1,034
Change-69 (-7%)
Value$203.8K (-$4.8K)
Filed 2026-11-02
BankChampaign, National Association
DECREASED
Shares963 from 1,195
Change-232 (-19%)
Value$203.3K (-$37.7K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
NEW
Shares960
Change+960
Value$202.6K
Filed 2026-10-23
BIP Wealth, LLC
NEW
Shares960
Change+960
Value$202.6K
Filed 2026-10-22
Quantum Financial Advisors, LLC
NEW
Shares953
Change+953
Value$201.1K
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares952 from 913
Change+39 (+4%)
Value$200.9K (+$16.9K)
Filed 2026-11-03
Leisure Capital Management
NEW
Shares949
Change+949
Value$200.3K
Filed 2026-11-03
Cromwell Holdings LLC
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$198.0K (+$8.9K)
Filed 2026-10-28
Nemes Rush Group LLC
DECREASED
Shares887 from 895
Change-8 (-1%)
Value$187.1K (+$6.6K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares860 from 723
Change+137 (+19%)
Value$181.5K (+$35.8K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$172.7K (+$7.7K)
Filed 2026-10-08
True Wealth Design, LLC
INCREASED
Shares786 from 698
Change+88 (+13%)
Value$165.9K (+$25.2K)
Filed 2026-10-13
Alerus Financial NA
INCREASED
Shares759 from 722
Change+37 (+5%)
Value$160.2K (+$14.6K)
Filed 2026-11-09
GHP Investment Advisors, Inc.
DECREASED
Shares758 from 790
Change-32 (-4%)
Value$160.0K (+$727)
Filed 2026-10-15
Asset Dedication, LLC
INCREASED
Shares681 from 646
Change+35 (+5%)
Value$143.7K (+$13.5K)
Filed 2026-11-03
Southern Michigan Bank & Trust
INCREASED
Shares648 from 634
Change+14 (+2%)
Value$136.8K (+$9.0K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
DECREASED
Shares625 from 667
Change-42 (-6%)
Value$131.9K (-$2.5K)
Filed 2026-10-20
Bayforest Capital Ltd
DECREASED
Shares594 from 1,465
Change-871 (-59%)
Value$125.4K (-$170.0K)
Filed 2026-11-03
Deseret Mutual Benefit Administrators
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$119.5K (+$5.4K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$117.4K (+$5.3K)
Filed 2026-10-09
Richardson Financial Services Inc.
INCREASED
Shares517 from 388
Change+129 (+33%)
Value$109.1K (+$30.9K)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$108.9K (+$4.9K)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares505 from 504
Change+1 (+0%)
Value$106.7K (+$5.2K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares478 from 388
Change+90 (+23%)
Value$100.9K (+$22.7K)
Filed 2026-10-29
MTM Investment Management, LLC
DECREASED
Shares468 from 500
Change-32 (-6%)
Value$98.8K (-$2.0K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares454 from 459
Change-5 (-1%)
Value$95.8K (+$3.3K)
Filed 2026-10-27
Bogart Wealth, LLC
INCREASED
Shares440 from 403
Change+37 (+9%)
Value$92.9K (+$11.6K)
Filed 2026-11-10
Harbor Capital Advisors, Inc.
DECREASED
Shares412 from 572
Change-160 (-28%)
Value$87 (-$28)
Filed 2026-10-22
Zions Bancorporation, National Association
DECREASED
Shares396 from 403
Change-7 (-2%)
Value$83.6K (+$2.3K)
Filed 2026-11-06
Global X Japan Co., Ltd.
INCREASED
Shares394 from 248
Change+146 (+59%)
Value$83.2K (+$33.2K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
INCREASED
Shares377 from 329
Change+48 (+15%)
Value$79.6K (+$13.2K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares371 from 445
Change-74 (-17%)
Value$78.4K (-$11.3K)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares362 from 361
Change+1 (+0%)
Value$76.5K (+$3.6K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares358 from 368
Change-10 (-3%)
Value$75.6K (+$1.4K)
Filed 2026-10-14
Measured Wealth Private Client Group, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$75.1K (+$3.4K)
Filed 2026-11-10
Community Bank, N.A.
INCREASED
Shares347 from 215
Change+132 (+61%)
Value$73.2K (+$29.9K)
Filed 2026-11-06
Adkins Seale Capital Management LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$71.4K (+$3.2K)
Filed 2026-10-27
MV Capital Management, Inc.
INCREASED
Shares336 from 332
Change+4 (+1%)
Value$70.9K (+$4.0K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$70.3K (+$3.2K)
Filed 2026-10-26
State of Wyoming
DECREASED
Shares330 from 960
Change-630 (-66%)
Value$69.7K (-$123.9K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$69.0K (+$3.1K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$68.2K (+$3.1K)
Filed 2026-10-26
Goodman Advisory Group, LLC
NEW
Shares322
Change+322
Value$68.0K
Filed 2026-11-02
Roble, Belko & Company, Inc
INCREASED
Shares322 from 320
Change+2 (+1%)
Value$69 (+$4)
Filed 2026-11-09
Salomon & Ludwin, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$64.6K (+$2.9K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$64.2K (+$2.9K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$62.5K (+$2.8K)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares292
Change+292
Value$61.7K
Filed 2026-11-06
Elevated Capital Advisors, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$61.2K (+$2.7K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
INCREASED
Shares279 from 225
Change+54 (+24%)
Value$58.9K (+$13.5K)
Filed 2026-10-16
Darwin Wealth Management, LLC
DECREASED
Shares276 from 12,893
Change-12,617 (-98%)
Value$58.4K (-$2.5M)
Filed 2026-11-09
Maseco LLP
NEW
Shares270
Change+270
Value$57.0K
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares268
Change+268
Value$56.6K
Filed 2026-10-27
Acumen Wealth Advisors, LLC
DECREASED
Shares268 from 271
Change-3 (-1%)
Value$56.6K (+$1.9K)
Filed 2026-11-05
Motco
NEW
Shares256
Change+256
Value$54.0K
Filed 2026-11-09
Evelyn Partners Group Ltd
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$52.1K (+$2.3K)
Filed 2026-11-10
Elyxium Wealth, LLC
NEW
Shares241
Change+241
Value$50.9K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares240 from 290
Change-50 (-17%)
Value$50.7K (-$7.8K)
Filed 2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$50.7K (+$2.3K)
Filed 2026-10-28
High Point Wealth Management, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$49.0K (+$2.2K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$47.5K (+$2.1K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares211 from 147
Change+64 (+44%)
Value$44.5K (+$14.9K)
Filed 2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$44.3K (+$2.0K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED
Shares208 from 200
Change+8 (+4%)
Value$43.9K (+$3.6K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$43.3K (+$1.9K)
Filed 2026-10-05
CoreCap Advisors, LLC
DECREASED
Shares202 from 207
Change-5 (-2%)
Value$42.6K (+$905)
Filed 2026-10-08
Duncker Streett & Co Inc
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$42.7K (+$1.9K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares201 from 162
Change+39 (+24%)
Value$42.3K (+$9.6K)
Filed 2026-10-29
American National Bank & Trust
DECREASED
Shares201 from 229
Change-28 (-12%)
Value$42.4K (-$3.7K)
Filed 2026-10-07
Costello Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$42.2K (+$1.9K)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$42.2K (+$1.9K)
Filed 2026-10-05
Geneos Wealth Management Inc.
INCREASED
Shares190 from 99
Change+91 (+92%)
Value$40.1K (+$20.1K)
Filed 2026-11-09
Coston, McIsaac & Partners
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$40.1K (+$40.1K)
Filed 2026-11-06
Compass Financial Management LLC
NEW
Shares187
Change+187
Value$39.5K
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$39.5K (+$1.8K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$38.0K (+$1.7K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares172 from 163
Change+9 (+6%)
Value$36.3K (+$3.4K)
Filed 2026-11-03
Jnba Financial Advisors
INCREASED
Shares161 from 127
Change+34 (+27%)
Value$33.9K (+$8.4K)
Filed 2026-11-03
Steph & Co
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$33.8K (+$1.5K)
Filed 2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$32.3K (+$1.4K)
Filed 2026-10-21
Princeton Global Asset Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.7K (+$1.4K)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$31.0K (+$1.4K)
Filed 2026-10-07
Financial Consulate, Inc
INCREASED
Shares145 from 55
Change+90 (+164%)
Value$30.6K (+$19.5K)
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$31.4K (+$2.4K)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares140 from 206
Change-66 (-32%)
Value$29.6K (-$12.0K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$28.5K (+$1.3K)
Filed 2026-10-09
Bfsg, LLC
INCREASED
Shares134 from 95
Change+39 (+41%)
Value$28.3K (+$9.1K)
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares128 from 82
Change+46 (+56%)
Value$27.0K (+$10.5K)
Filed 2026-10-29
Center for Financial Planning, Inc.
INCREASED
Shares126 from 59
Change+67 (+114%)
Value$26.6K (+$14.7K)
Filed 2026-10-26
Mascoma Wealth Management LLC
INCREASED
Shares126 from 115
Change+11 (+10%)
Value$26.6K (+$3.4K)
Filed 2026-10-23
Independence Bank of Kentucky
NEW
Shares125
Change+125
Value$26.4K
Filed 2026-10-26
Bullock Wealth Management Group
DECREASED
Shares122 from 165
Change-43 (-26%)
Value$26.6K (-$6.7K)
Filed 2026-10-09
Private Wealth Management Group, LLC
INCREASED
Shares119 from 67
Change+52 (+78%)
Value$25.1K (+$11.6K)
Filed 2026-10-19
Hager Investment Management Services, LLC
INCREASED
Shares119 from 88
Change+31 (+35%)
Value$25.1K (+$7.4K)
Filed 2026-11-04
Bayban
DECREASED
Shares118 from 195
Change-77 (-39%)
Value$24.9K (-$14.4K)
Filed 2026-11-10
Boyd Watterson Asset Management LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$23.2K (+$1.0K)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$22.9K (+$1.1K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
DECREASED
Shares107 from 125
Change-18 (-14%)
Value$22.6K (-$2.6K)
Filed 2026-11-05
Delta Asset Management LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$22.6K (+$1.0K)
Filed 2026-11-10
Avion Wealth
DECREASED
Shares104 from 110
Change-6 (-5%)
Value$21 (-$1)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$22.0K (+$985)
Filed 2026-10-20
Strive Financial Group,LLC
INCREASED
Shares102 from 7
Change+95 (+1357%)
Value$21.5K (+$20.1K)
Filed 2026-11-09
Valued Wealth Advisors LLC
INCREASED
Shares99 from 82
Change+17 (+21%)
Value$21.0K (+$4.4K)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$20.7K (+$928)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares97 from 10
Change+87 (+870%)
Value$20.5K (+$18.5K)
Filed 2026-10-07
City Holding Co
INCREASED
Shares97 from 77
Change+20 (+26%)
Value$20.5K (+$5.0K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares95 from 550
Change-455 (-83%)
Value$20.0K (-$90.8K)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares94 from 88
Change+6 (+7%)
Value$19.8K (+$2.1K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$18.6K (+$833)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
NEW
Shares78
Change+78
Value$16.5K
Filed 2026-10-16
Strengthening Families & Communities, LLC
DECREASED
Shares77 from 78
Change-1 (-1%)
Value$16.2K (+$577)
Filed 2026-10-21
Centennial Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$15.8K (+$710)
Filed 2026-11-09
Gilpin Wealth Management, LLC
INCREASED
Shares70 from 22
Change+48 (+218%)
Value$14.8K (+$10.3K)
Filed 2026-10-09
Bare Financial Services, Inc
DECREASED
Shares66 from 100
Change-34 (-34%)
Value$13.9K (-$6.2K)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$13.9K (-$182)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares65 from 29
Change+36 (+124%)
Value$14 (+$8)
Filed 2026-10-27
SouthState Bank Corp
INCREASED
Shares64 from 62
Change+2 (+3%)
Value$13.5K (+$1.0K)
Filed 2026-11-09
RHL Group, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$13.5K (+$581)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares63 from 25
Change+38 (+152%)
Value$13.3K (+$8.3K)
Filed 2026-10-27
Highland Investment Advisors LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$12.9K (+$578)
Filed 2026-11-09
Pittenger & Anderson Inc
NEW
Shares60
Change+60
Value$12.7K
Filed 2026-11-02
Kingdom Financial Group Llc.
INCREASED
Shares60 from 30
Change+30 (+100%)
Value$12.7K (+$6.6K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.8K (+$573)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$12.5K (+$567)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares57
Change+57
Value$12.0K
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares57 from 43
Change+14 (+33%)
Value$12.0K (+$3.4K)
Filed 2026-10-13
Holos Integrated Wealth LLC
NEW
Shares56
Change+56
Value$11.9K
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED
Shares56 from 47
Change+9 (+19%)
Value$11.8K (+$2.3K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$12 (+$1)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares55 from 15
Change+40 (+267%)
Value$11.6K (+$8.6K)
Filed 2026-10-19
Torren Management, LLC
DECREASED
Shares51 from 60
Change-9 (-15%)
Value$10.8K (-$1.3K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$10.8K (+$483)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares50
Change+50
Value$10.6K
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares50 from 71
Change-21 (-30%)
Value$10.4K (-$3.9K)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.6K (+$473)
Filed 2026-10-28
Albion Financial Group
NEW
Shares48
Change+48
Value$10.1K
Filed 2026-10-21
Lodestone Wealth Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$10.1K (+$455)
Filed 2026-10-14
Dogwood Wealth Management LLC
DECREASED
Shares45 from 81
Change-36 (-44%)
Value$9.5K (-$6.8K)
Filed 2026-11-09
WPG Advisers, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.3K (+$417)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares42 from 35
Change+7 (+20%)
Value$8.9K (+$1.8K)
Filed 2026-10-02
GoalVest Advisory LLC
NEW
Shares41
Change+41
Value$8.7K
Filed 2026-10-02
Cetera Trust Company, N.a
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$8.7K (+$388)
Filed 2026-11-09
Ares Financial Consulting, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.4K (+$379)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares39 from 37
Change+2 (+5%)
Value$8.2K (+$772)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$8.2K (+$370)
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares35
Change+35
Value$7.4K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares34
Change+34
Value$7.2K
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares33 from 1
Change+32 (+3200%)
Value$7.0K (+$6.8K)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares33 from 28
Change+5 (+18%)
Value$7.0K (+$1.3K)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$7.0K (+$313)
Filed 2026-10-19
Quent Capital, LLC
INCREASED
Shares32 from 12
Change+20 (+167%)
Value$6.6K (+$4.2K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares32 from 26
Change+6 (+23%)
Value$6.8K (+$1.5K)
Filed 2026-10-13
Gen-Wealth Partners Inc
NEW
Shares30
Change+30
Value$6.2K
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares30 from 5,233
Change-5,203 (-99%)
Value$6.3K (-$1.0M)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares30 from 51
Change-21 (-41%)
Value$6.3K (-$4.0K)
Filed 2026-10-06
Burk Holdings LLC
INCREASED
Shares30 from 13
Change+17 (+131%)
Value$6.3K (+$3.7K)
Filed 2026-11-05
Godfrey Financial Associates, Inc.
DECREASED
Shares30 from 33
Change-3 (-9%)
Value$6.3K (-$321)
Filed 2026-11-10
Hughes Financial Services, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.7K (+$635)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.9K (+$265)
Filed 2026-10-16
James T. Borello RIA
INCREASED
Shares27 from 20
Change+7 (+35%)
Value$5.7K (+$1.7K)
Filed 2026-10-16
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$5.7K (+$256)
Filed 2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.5K (+$246)
Filed 2026-10-28
Atwood & Palmer Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.5K (+$247)
Filed 2026-10-08
Park Square Financial Group, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.3K (+$237)
Filed 2026-11-09
Kings Path Partners LLC
DECREASED
Shares23 from 63
Change-40 (-63%)
Value$4.9K (-$7.8K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares23 from 42
Change-19 (-45%)
Value$4.9K (-$3.6K)
Filed 2026-10-07
Reyes Financial Architecture, Inc.
NEW
Shares22
Change+22
Value$4.6K
Filed 2026-10-22
Transce3nd, LLC
NEW
Shares21
Change+21
Value$4.5K
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.2K (+$190)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.2K (+$189)
Filed 2026-10-14
Winch Advisory Services, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.1K (+$198)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.8K (+$170)
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares17 from 14
Change+3 (+21%)
Value$3.6K (+$767)
Filed 2026-11-06
Meramec Financial Planners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.5K (-$9)
Filed 2026-11-09
Ascentis Wealth Management, LLC
NEW
Shares16
Change+16
Value$3.4K
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$3.2K (+$344)
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.2K (+$142)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares14 from 1
Change+13 (+1300%)
Value$3.0K (+$2.8K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED
Shares12 from 2
Change+10 (+500%)
Value$2.5K (+$2.1K)
Filed 2026-10-14
Cypress Capital Management LLC (WY)
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (+$114)
Filed 2026-11-09
Retirement Wealth Solutions LLC
INCREASED
Shares11 from 5
Change+6 (+120%)
Value$2.3K (+$1.3K)
Filed 2026-10-07
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.3K (+$103)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.3K (+$125)
Filed 2026-10-16
Mechanics Financial Corp
DECREASED
Shares10 from 16
Change-6 (-37%)
Value$2.1K (-$1.1K)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares10 from 14
Change-4 (-29%)
Value$2.1K (-$712)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (+$95)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (+$94)
Filed 2026-10-15
KFG LLC
NEW
Shares9
Change+9
Value$1.9K
Filed 2026-11-02
Davis Capital Management
INCREASED
Shares9 from 6
Change+3 (+50%)
Value$1.9K (+$690)
Filed 2026-10-08
POM Investment Strategies, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.9K (+$86)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
NEW
Shares8
Change+8
Value$1.7K
Filed 2026-10-30
Navigoe, LLC
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$1 (+$1)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$1.5K (+$268)
Filed 2026-10-22
Kentucky Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (+$67)
Filed 2026-10-15
Tidemark, LLC
NEW
Shares6
Change+6
Value$1.3K
Filed 2026-11-09
WestEnd Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (+$56)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$1.1K (+$283)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$844
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$844 (+$642)
Filed 2026-10-13
Decker Retirement Planning Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$707 (+$32)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$634 (+$29)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares2
Change+2
Value$422
Filed 2026-10-19
Godsey & Gibb, Inc
NEW
Shares2
Change+2
Value$423
Filed 2026-10-14
Breakwater Investment Management
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$423 (-$182)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$422 (+$19)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$423 (+$19)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$211
Filed 2026-10-09
StrongBox Wealth, LLC
NEW
Shares1
Change+1
Value$211
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$212 (+$10)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$13
Filed 2026-11-02
Bowen Hanes & Co Inc
CLOSED
Shares0 from 220,000
Change-220,000 (-100%)
Value$0 (-$46.0M)
Filed 2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
CLOSED
Shares0 from 143,338
Change-143,338 (-100%)
Value$0 (-$28.9M)
Filed 2026-10-30
Silvant Capital Management LLC
CLOSED
Shares0 from 26,280
Change-26,280 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 13,260
Change-13,260 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
AXS Investments LLC
CLOSED
Shares0 from 6,480
Change-6,480 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 5,033
Change-5,033 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 4,962
Change-4,962 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Hennessy Advisors Inc
CLOSED
Shares0 from 4,926
Change-4,926 (-100%)
Value$0 (-$993.1K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 3,664
Change-3,664 (-100%)
Value$0 (-$738.7K)
Filed 2026-11-04
Chesapeake Capital Corp
CLOSED
Shares0 from 3,632
Change-3,632 (-100%)
Value$0 (-$732.2K)
Filed 2026-11-09
Strategy Asset Managers LLC
CLOSED
Shares0 from 2,923
Change-2,923 (-100%)
Value$0 (-$589.3K)
Filed 2026-10-14
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$504.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,871
Change-1,871 (-100%)
Value$0 (-$377.1K)
Filed 2026-10-27
Seed Wealth Management, Inc.
CLOSED
Shares0 from 1,683
Change-1,683 (-100%)
Value$0 (-$339.3K)
Filed 2026-10-20
Split Creek LLC DBA Split Creek Capital LLC
CLOSED
Shares0 from 1,498
Change-1,498 (-100%)
Value$0 (-$302.0K)
Filed 2026-11-02
Connor, Clark & Lunn Investment Management Ltd.
CLOSED
Shares0 from 1,412
Change-1,412 (-100%)
Value$0 (-$284.7K)
Filed 2026-11-10
R Squared Ltd
CLOSED
Shares0 from 1,382
Change-1,382 (-100%)
Value$0 (-$278.6K)
Filed 2026-11-06
Burkett Asset Management Ltd
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-13
Meridian Wealth Partners, LLC
CLOSED
Shares0 from 1,216
Change-1,216 (-100%)
Value$0 (-$245.2K)
Filed 2026-11-09
Keudell ison Wealth Management
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-16
Park National Corp
CLOSED
Shares0 from 1,086
Change-1,086 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-05
Seelaus Asset Management LLC
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-14
Cooper Financial Group
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-07
Wealth Group, Ltd.
CLOSED
Shares0 from 1,027
Change-1,027 (-100%)
Value$0 (-$207)
Filed 2026-10-30
Asset One Wealth Management LLC
CLOSED
Shares0 from 1,014
Change-1,014 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-02
HBK Sorce Advisory LLC
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-06
Dara Capital US, Inc.
CLOSED
Shares0 from 784
Change-784 (-100%)
Value$0 (-$158.1K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$99.4K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-26
Solstein Capital, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$12.9K)
Filed 2026-11-02
Park Place Capital Corp
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$12.9K)
Filed 2026-11-09
Axiom Investment Management LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-03
Evermay Wealth Management LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-05
Evolution Wealth Management Inc.
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-28
First Pacific Financial
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-14
Heritage Wealth Advisors
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-20
Synergy Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-10
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-29
Activest Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$806)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$574)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$418)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 27,135,147
Change-27,135,147 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 19,042,728
Change-19,042,728 (-100%)
Value—
Dodge & COX
N/A
Shares— from 16,968,886
Change-16,968,886 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 16,820,847
Change-16,820,847 (-100%)
Value—
State Street Corp
N/A
Shares— from 13,639,381
Change-13,639,381 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,709,235
Change-7,709,235 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,659,100
Change-7,659,100 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,627,960
Change-6,627,960 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,593,891
Change-5,593,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,724,101
Change-3,724,101 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,663,899
Change-3,663,899 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,619,856
Change-3,619,856 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,405,824
Change-3,405,824 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,237,914
Change-3,237,914 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 3,047,993
Change-3,047,993 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,959,952
Change-2,959,952 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,936,281
Change-2,936,281 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,805,352
Change-2,805,352 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,749,063
Change-2,749,063 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,689,170
Change-2,689,170 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,434,688
Change-2,434,688 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,416,405
Change-2,416,405 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,274,426
Change-2,274,426 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,229,471
Change-2,229,471 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 2,142,168
Change-2,142,168 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,028,193
Change-2,028,193 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,927,478
Change-1,927,478 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,686,304
Change-1,686,304 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,606,073
Change-1,606,073 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,596,587
Change-1,596,587 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1,551,105
Change-1,551,105 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,509,567
Change-1,509,567 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,504,559
Change-1,504,559 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,401,042
Change-1,401,042 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,385,998
Change-1,385,998 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,335,167
Change-1,335,167 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,324,699
Change-1,324,699 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 1,282,847
Change-1,282,847 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,228,036
Change-1,228,036 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,148,890
Change-1,148,890 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,102,295
Change-1,102,295 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,059,687
Change-1,059,687 (-100%)
Value—
EdgePoint Investment Group Inc.
N/A
Shares— from 1,045,642
Change-1,045,642 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,035,899
Change-1,035,899 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,029,293
Change-1,029,293 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 849,218
Change-849,218 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 827,700
Change-827,700 (-100%)
Value—
Boston Partners
N/A
Shares— from 803,768
Change-803,768 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 767,554
Change-767,554 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 692,642
Change-692,642 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 632,689
Change-632,689 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 628,753
Change-628,753 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 607,884
Change-607,884 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 606,569
Change-606,569 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 582,617
Change-582,617 (-100%)
Value—
Fifthdelta Ltd
N/A
Shares— from 581,596
Change-581,596 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 563,130
Change-563,130 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 562,176
Change-562,176 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 546,443
Change-546,443 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 538,437
Change-538,437 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 510,144
Change-510,144 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 458,695
Change-458,695 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 440,261
Change-440,261 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 426,718
Change-426,718 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 411,744
Change-411,744 (-100%)
Value—
Commerce Bank
N/A
Shares— from 408,099
Change-408,099 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 407,207
Change-407,207 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 402,321
Change-402,321 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 365,821
Change-365,821 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 360,478
Change-360,478 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 357,000
Change-357,000 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 349,264
Change-349,264 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 327,698
Change-327,698 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 302,800
Change-302,800 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 292,735
Change-292,735 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 285,142
Change-285,142 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 280,753
Change-280,753 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 268,910
Change-268,910 (-100%)
Value—
Aviva PLC
N/A
Shares— from 257,105
Change-257,105 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 256,435
Change-256,435 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 255,389
Change-255,389 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 253,927
Change-253,927 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 241,697
Change-241,697 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 238,381
Change-238,381 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 238,055
Change-238,055 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 233,816
Change-233,816 (-100%)
Value—
LFL Advisers, LLC
N/A
Shares— from 232,769
Change-232,769 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 210,305
Change-210,305 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 203,729
Change-203,729 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 190,496
Change-190,496 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 188,650
Change-188,650 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 187,126
Change-187,126 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 177,647
Change-177,647 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 173,915
Change-173,915 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 173,345
Change-173,345 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 168,031
Change-168,031 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 166,489
Change-166,489 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 157,149
Change-157,149 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 154,278
Change-154,278 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 153,710
Change-153,710 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 148,111
Change-148,111 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 148,032
Change-148,032 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 142,611
Change-142,611 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 141,501
Change-141,501 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 141,158
Change-141,158 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 140,462
Change-140,462 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 136,176
Change-136,176 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 132,834
Change-132,834 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 127,123
Change-127,123 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 124,133
Change-124,133 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 121,037
Change-121,037 (-100%)
Value—
Summitry LLC
N/A
Shares— from 119,752
Change-119,752 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 118,924
Change-118,924 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 118,186
Change-118,186 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 118,034
Change-118,034 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 115,497
Change-115,497 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,788
Change-114,788 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 106,558
Change-106,558 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 105,882
Change-105,882 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 99,267
Change-99,267 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 96,460
Change-96,460 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 95,080
Change-95,080 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 91,193
Change-91,193 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 84,615
Change-84,615 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 84,003
Change-84,003 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 83,842
Change-83,842 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,406
Change-83,406 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 77,485
Change-77,485 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 77,314
Change-77,314 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 74,782
Change-74,782 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 70,670
Change-70,670 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 70,594
Change-70,594 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 70,386
Change-70,386 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 69,300
Change-69,300 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 69,043
Change-69,043 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 68,909
Change-68,909 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 67,455
Change-67,455 (-100%)
Value—
Capital World Investors
N/A
Shares— from 66,208
Change-66,208 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 65,182
Change-65,182 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 64,157
Change-64,157 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 63,941
Change-63,941 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 63,917
Change-63,917 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 63,253
Change-63,253 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 62,370
Change-62,370 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 62,127
Change-62,127 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 62,013
Change-62,013 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 61,380
Change-61,380 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 59,704
Change-59,704 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 59,463
Change-59,463 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 58,988
Change-58,988 (-100%)
Value—
Goodnow Investment Group, LLC
N/A
Shares— from 56,800
Change-56,800 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 55,989
Change-55,989 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 50,704
Change-50,704 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 50,588
Change-50,588 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 50,478
Change-50,478 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,569
Change-49,569 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 48,027
Change-48,027 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 47,226
Change-47,226 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 46,918
Change-46,918 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 46,179
Change-46,179 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 45,810
Change-45,810 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 43,966
Change-43,966 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 43,740
Change-43,740 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 43,710
Change-43,710 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 43,623
Change-43,623 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 41,956
Change-41,956 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 41,708
Change-41,708 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 38,485
Change-38,485 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 38,436
Change-38,436 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,180
Change-38,180 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,629
Change-37,629 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 36,904
Change-36,904 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 35,043
Change-35,043 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 34,164
Change-34,164 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,109
Change-34,109 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 33,363
Change-33,363 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 32,696
Change-32,696 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 32,412
Change-32,412 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 31,861
Change-31,861 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,596
Change-31,596 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 31,502
Change-31,502 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 29,202
Change-29,202 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 29,103
Change-29,103 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 28,892
Change-28,892 (-100%)
Value—
&partners
N/A
Shares— from 28,751
Change-28,751 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 28,151
Change-28,151 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 27,884
Change-27,884 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 27,746
Change-27,746 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 27,451
Change-27,451 (-100%)
Value—
Ossiam
N/A
Shares— from 26,896
Change-26,896 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 25,641
Change-25,641 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 25,438
Change-25,438 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 25,188
Change-25,188 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 24,686
Change-24,686 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 24,410
Change-24,410 (-100%)
Value—
Allstate Corp
N/A
Shares— from 24,404
Change-24,404 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 23,388
Change-23,388 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 22,788
Change-22,788 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,550
Change-21,550 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 21,072
Change-21,072 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 19,714
Change-19,714 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,325
Change-19,325 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,306
Change-19,306 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 19,303
Change-19,303 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 18,754
Change-18,754 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 18,744
Change-18,744 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 18,696
Change-18,696 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 18,519
Change-18,519 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 18,255
Change-18,255 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 17,918
Change-17,918 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,873
Change-17,873 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 17,206
Change-17,206 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,051
Change-17,051 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 15,795
Change-15,795 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 15,022
Change-15,022 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 14,378
Change-14,378 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 14,366
Change-14,366 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,653
Change-13,653 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 13,566
Change-13,566 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 13,566
Change-13,566 (-100%)
Value—
Allianz SE
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 13,468
Change-13,468 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 12,008
Change-12,008 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,104
Change-11,104 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,840
Change-10,840 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 10,801
Change-10,801 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,672
Change-10,672 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
Prudential PLC
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 9,907
Change-9,907 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,284
Change-8,284 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,255
Change-8,255 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 997
Change-997 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 952
Change-952 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 921
Change-921 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
EFG International AG
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 781
Change-781 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 673
Change-673 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 610
Change-610 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 596
Change-596 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 520
Change-520 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 295
Change-295 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 251
Change-251 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 240
Change-240 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 222
Change-222 (-100%)
Value—
S&T Bank
N/A
Shares— from 210
Change-210 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 166
Change-166 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 130
Change-130 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 119
Change-119 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 86
Change-86 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 75
Change-75 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 73
Change-73 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 67
Change-67 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 62
Change-62 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 32
Change-32 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 11
Change-11 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED7,171,9566,592,886+579,070+9%$1.3B$1.5B+$187.8M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,254,8753,098,018+156,857+5%$624.5M$687.1M+$62.6M2026-11-04
Bank of New York Mellon Corp
DECREASED2,978,4543,073,730-95,276-3%$619.7M$628.7M+$9.0M2026-11-05
UBS Group AG
INCREASED2,877,7681,507,548+1,370,220+91%$303.9M$607.4M+$303.5M2026-11-10
FMR LLC
INCREASED2,496,7331,816,187+680,546+37%$366.2M$527.0M+$160.8M2026-11-10
Amundi
INCREASED2,457,8532,007,675+450,178+22%$404.8M$518.8M+$114.0M2026-11-06
Nordea Investment Management AB
DECREASED1,673,2251,891,120-217,895-12%$380.8M$356.0M-$24.8M2026-11-09
Perpetual Ltd
INCREASED1,447,2651,149,702+297,563+26%$231.8M$305.5M+$73.7M2026-10-13
Robeco Institutional Asset Management B.V.
DECREASED1,017,7301,236,445-218,715-18%$249.3M$214.8M-$34.5M2026-10-20
KBC Group NV
INCREASED985,049953,369+31,680+3%$192.2K$207.9K+$15.7K2026-10-22
Barclays PLC
INCREASED869,741782,303+87,438+11%$157.7M$183.6M+$25.9M2026-11-06
Impax Asset Management Group plc
INCREASED845,721762,712+83,009+11%$153.8M$178.5M+$24.7M2026-11-10
Nuveen, LLC
DECREASED830,345841,553-11,208-1%$169.7M$175.3M+$5.6M2026-11-10
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED749,871716,740+33,131+5%$144.5M$158.3M+$13.8M2026-11-05
Bahl & Gaynor LLC
DECREASED690,276879,085-188,809-21%$177.2M$145.7M-$31.5M2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED636,29325+636,268+2545072%$5$134.3K+$134.3K2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED618,173646,722-28,549-4%$130.4M$130.5M+$98.3K2026-10-29
DekaBank Deutsche Girozentrale
NEW608,701—+608,701——$129.4K—2026-10-27
Citigroup Inc
INCREASED575,831509,331+66,500+13%$102.7M$121.5M+$18.9M2026-11-04
Davenport & Co LLC
DECREASED575,739581,084-5,345-1%$116.6M$121.8M+$5.2M2026-10-14
Sound Shore Management Inc
INCREASED562,567447,360+115,207+26%$90.2M$118.7M+$28.6M2026-11-06
1832 Asset Management L.P.
INCREASED558,290449,023+109,267+24%$90.5M$117.8M+$27.3M2026-11-10
Pzena Investment Management LLC
DECREASED485,368555,637-70,269-13%$112.0M$102.5M-$9.6M2026-10-30
Russell Investments Group, Ltd.
DECREASED392,301522,306-130,005-25%$105.0M$82.9M-$22.1M2026-11-06
Bessemer Group Inc
DECREASED385,756386,963-1,2070%$78.0K$81.4K+$3.4K2026-11-09
Bank Julius Baer & Co. Ltd, Zurich
DECREASED379,031386,431-7,400-2%$77.5M$80.2M+$2.7M2026-10-29
Ninety One UK Ltd
DECREASED372,051380,168-8,117-2%$76.6M$78.5M+$1.9M2026-10-15
Zurcher Kantonalbank (Zurich Cantonalbank)
DECREASED358,286363,729-5,443-1%$73.3M$75.6M+$2.3M2026-11-10
Acadian Asset Management LLC
DECREASED357,058870,996-513,938-59%$175.6K$75.3K-$100.2K2026-11-09
Wedge Capital Management L L P
DECREASED341,476349,262-7,786-2%$70.4M$72.1M+$1.7M2026-10-13
Aberdeen Group plc
DECREASED319,546338,575-19,029-6%$68.3M$67.4M-$810.3K2026-11-10
LOS Angeles Capital Management LLC
DECREASED318,795493,989-175,194-35%$99.6M$67.3M-$32.3M2026-11-10
Principal Financial Group Inc
DECREASED308,341327,104-18,763-6%$65.9M$65.1M-$862.8K2026-11-02
Vontobel Holding Ltd.
INCREASED296,854285,457+11,397+4%$57.6M$62.7M+$5.1M2026-10-16
Guyasuta Investment Advisors Inc
INCREASED295,744292,809+2,935+1%$59.0M$62.4M+$3.4M2026-10-15
LPL Financial LLC
DECREASED283,608300,445-16,837-6%$60.6M$59.9M-$708.9K2026-11-06
MacKenzie Financial Corp
DECREASED282,548488,815-206,267-42%$98.5M$59.6M-$38.9M2026-11-02
Pictet Asset Management Holding SA
DECREASED276,177317,062-40,885-13%$63.9M$58.3M-$5.6M2026-11-03
Storebrand Asset Management AS
DECREASED266,625343,647-77,022-22%$69.3M$56.3M-$13.0M2026-11-10
Antipodes Partners Ltd
INCREASED260,835119,417+141,418+118%$24.1M$55.1M+$31.0M2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED258,748270,516-11,768-4%$54.5M$54.6M+$87.7K2026-11-06
Danske Bank A/S
DECREASED255,502287,214-31,712-11%$57.9M$53.9M-$4.0M2026-11-09
Berkshire Asset Management LLC
INCREASED254,730251,538+3,192+1%$50.7M$53.8M+$3.1M2026-11-10
Boston Trust Walden Corp
DECREASED245,981282,282-36,301-13%$56.9M$51.9M-$5.0M2026-10-30
SEI Investments Co
INCREASED239,466218,914+20,552+9%$44.1M$50.5M+$6.4M2026-11-10
New York State Teachers Retirement System
DECREASED226,551233,586-7,035-3%$47.1K$47.8K+$7272026-10-22
PFA Pension, Forsikringsaktieselskab
DECREASED222,567301,317-78,750-26%$60.7M$47.0M-$13.8M2026-11-06
Bank of Montreal
DECREASED219,922245,454-25,532-10%$49.5M$46.4M-$3.1M2026-11-09
Anchor Capital Advisors LLC
DECREASED206,976218,517-11,541-5%$44.1M$43.7M-$366.8K2026-11-05
Regions Financial Corp
INCREASED203,644190,073+13,571+7%$38.3M$43.0M+$4.7M2026-11-05
Handelsbanken Fonder AB
INCREASED197,634193,421+4,213+2%$39.0K$41.7K+$2.7K2026-11-09
Cardinal Capital Management, Inc.
INCREASED176,320156,207+20,113+13%$31.5M$37.2M+$5.7M2026-10-16
Howland Capital Management LLC
DECREASED168,256170,848-2,592-2%$34.4M$35.5M+$1.1M2026-10-22
Vaughan David Investments LLC
NEW167,315—+167,315——$35.3K—2026-11-05
Associated Banc-Corp
NEW159,113—+159,113——$33.6M—2026-10-30
Victory Capital Management Inc
DECREASED157,080157,454-3740%$31.7M$33.2M+$1.4M2026-11-10
River Road Asset Management, LLC
INCREASED155,59826,915+128,683+478%$5.4M$32.8M+$27.4M2026-11-10
Midwest Trust Co
DECREASED154,945155,526-5810%$31.4M$32.7M+$1.4M2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED151,273150,962+311+0%$30.4M$31.9M+$1.5M2026-11-05
Carnegie Investment Counsel
INCREASED149,477124,863+24,614+20%$25.2M$31.6M+$6.4M2026-10-20
Asset Management One Co., Ltd.
DECREASED146,137146,671-5340%$29.6M$30.8M+$1.3M2026-10-27
SEB Asset Management AB
INCREASED140,324135,803+4,521+3%$27.4M$29.6M+$2.2M2026-11-04
Deprince Race & Zollo Inc
INCREASED135,90095,575+40,325+42%$19.3M$28.7M+$9.4M2026-10-13
Achmea Investment Management B.V.
NEW127,836—+127,836——$27.0M—2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED124,700128,200-3,500-3%$25.8M$26.3M+$475.3K2026-10-30
KLP Kapitalforvaltning AS
INCREASED121,533118,433+3,100+3%$23.9M$25.7M+$1.8M2026-11-10
RWC Asset Management LLP
INCREASED121,057116,476+4,581+4%$23.5M$25.6M+$2.1M2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED117,050117,068-180%$23.6M$25.5M+$1.9M2026-11-04
PNC Financial Services Group, Inc.
INCREASED116,985112,310+4,675+4%$22.6M$24.7M+$2.1M2026-11-06
Swedbank AB
INCREASED114,932112,474+2,458+2%$22.7M$24.3M+$1.6M2026-10-27
Schwartz Investment Counsel Inc
INCREASED113,99013,200+100,790+764%$2.7M$24.1M+$21.4M2026-10-26
Minneapolis Portfolio Management Group, LLC
INCREASED112,832112,005+827+1%$22.6M$23.8M+$1.2M2026-11-09
Truist Financial Corp
DECREASED109,592115,162-5,570-5%$23.2M$23.1M-$85.2K2026-10-30
First Eagle Investment Management, LLC
DECREASED109,563109,839-2760%$22.1M$23.1M+$981.9K2026-11-10
Cidel Asset Management Inc
INCREASED102,714100,484+2,230+2%$20.3M$21.7M+$1.4M2026-10-29
Creative Planning
INCREASED101,70866,903+34,805+52%$13.5M$21.5M+$8.0M2026-11-02
Illinois Municipal Retirement Fund
INCREASED99,94098,390+1,550+2%$19.8M$21.1M+$1.3M2026-11-05
Guinness Asset Management LTD
NEW98,062—+98,062——$20.7M—2026-11-05
ProShare Advisors LLC
INCREASED96,51190,577+5,934+7%$18.3M$20.4M+$2.1M2026-10-29
CIBC Asset Management Inc
INCREASED96,30996,276+33+0%$19.4M$20.3M+$918.7K2026-11-05
State of New Jersey Common Pension Fund D
DECREASED94,54395,354-811-1%$19.2M$20.0M+$731.8K2026-11-05
Lansforsakringar Fondforvaltning AB (publ)
INCREASED94,43489,071+5,363+6%$18.0M$19.9M+$2.0M2026-11-09
Meyer Handelman Co
DECREASED93,73094,950-1,220-1%$19.1M$19.8M+$641.7K2026-10-28
US Bancorp \de\
DECREASED92,41995,937-3,518-4%$19.3M$19.5M+$165.4K2026-11-05
John G Ullman & Associates Inc
DECREASED92,00594,165-2,160-2%$19.0M$19.4M+$435.8K2026-11-04
Matrix Asset Advisors Inc
INCREASED89,90775,939+13,968+18%$15.3M$19.0M+$3.7M2026-10-13
Congress Asset Management Co
DECREASED84,88587,923-3,038-3%$17.7M$17.9M+$191.4K2026-10-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED84,84493,678-8,834-9%$18.9M$17.9M-$977.6K2026-10-15
State of Michigan Retirement System
DECREASED84,62386,623-2,000-2%$17.5M$17.9M+$398.2K2026-10-27
Robeco Schweiz AG
DECREASED84,30587,430-3,125-4%$17.6M$17.8M+$168.3K2026-10-23
Virginia Retirement Systems ET Al
DECREASED83,800114,000-30,200-26%$23.0M$17.7M-$5.3M2026-10-28
Czech National Bank
INCREASED83,18483,085+99+0%$16.8M$17.6M+$807.7K2026-10-13
Arizona State Retirement System
DECREASED80,69581,422-727-1%$16.4M$17.0M+$617.6K2026-11-03
Strs Ohio
UNCHANGED80,00080,00000%$16.1M$16.9M+$757.6K2026-10-30
Swiss Life Asset Management Ltd
INCREASED78,46048,113+30,347+63%$9.7M$16.6M+$6.9M2026-11-03
HighTower Advisors, LLC
INCREASED78,17676,147+2,029+3%$15.4M$16.5M+$1.1M2026-11-10
Varma Mutual Pension Insurance Co
INCREASED76,13574,435+1,700+2%$15.0M$16.1M+$1.1M2026-11-10
Crossmark Global Holdings, Inc.
DECREASED75,90880,489-4,581-6%$16.2M$16.0M-$204.6K2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED72,42872,724-2960%$14.7M$15.3M+$626.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED71,89339,990+31,903+80%$8.0M$14.6M+$6.6M2026-10-13
Hallstatt Advisors L.P.
INCREASED68,34066,564+1,776+3%$13.4M$14.4M+$1.0M2026-11-06
IFM Investors Pty Ltd
INCREASED67,07666,476+600+1%$13.4M$14.2M+$756.2K2026-10-14
Univest Financial Corp
INCREASED66,15159,782+6,369+11%$12.1M$14.0M+$1.9M2026-11-05
Daiwa Securities Group Inc.
DECREASED64,17890,283-26,105-29%$18.2M$13.5M-$4.7M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED63,96364,472-509-1%$13.0M$13.5M+$503.1K2026-11-03
Calamos Advisors LLC
INCREASED62,85461,510+1,344+2%$12.4M$13.3M+$866.2K2026-11-02
Renaissance Investment Group LLC
INCREASED61,28761,014+273+0%$12.3M$12.9M+$635.4K2026-10-28
Bank of Nova Scotia Trust Co
DECREASED60,96362,215-1,252-2%$12.5M$12.9M+$324.9K2026-11-10
Retirement Systems of Alabama
DECREASED60,71461,322-608-1%$12.4M$12.8M+$452.4K2026-11-04
Cambiar Investors LLC
INCREASED60,5553,290+57,265+1741%$663.3K$12.8M+$12.1M2026-11-04
Ninety One North America, Inc.
DECREASED59,16976,274-17,105-22%$15.4M$12.5M-$2.9M2026-10-15
Washington Trust Co
INCREASED56,47955,911+568+1%$11.3M$11.9M+$649.4K2026-10-22
Neos Investment Management LLC
INCREASED53,84147,262+6,579+14%$9.5M$11.4M+$1.8M2026-11-04
Nisa Investment Advisors, LLC
DECREASED53,21567,952-14,737-22%$13.7M$11.2M-$2.5M2026-10-20
FIL Ltd
INCREASED52,79945,831+6,968+15%$9.2M$11.1M+$1.9M2026-11-10
Kepler Cheuvreux (Suisse) SA
DECREASED52,49762,244-9,747-16%$12.6M$11.1M-$1.5M2026-10-20
Rakuten Investment Management, Inc.
NEW52,119—+52,119——$11.1M—2026-10-30
Public Sector Pension Investment Board
DECREASED51,39052,448-1,058-2%$10.6M$11.1M+$512.1K2026-11-10
Nordwand Advisors, LLC
INCREASED50,80050,501+299+1%$10.2M$10.7M+$541.4K2026-11-05
ABN Amro Investment Solutions
INCREASED50,07345,017+5,056+11%$9.1M$10.6M+$1.5M2026-10-21
Blair William & Co
DECREASED47,65149,035-1,384-3%$9.9M$10.1M+$172.4K2026-11-10
Scotia Capital Inc.
DECREASED47,50150,438-2,937-6%$10.2M$10.0M-$142.5K2026-11-10
NFJ Investment Group, LLC
DECREASED45,22948,345-3,116-6%$9.7M$9.5M-$199.9K2026-11-09
Cornerstone Advisors, LLC
NEW44,778—+44,778——$9.5M—2026-11-06
Krane Funds Advisors LLC
DECREASED44,18363,377-19,194-30%$12.8M$9.3M-$3.5M2026-11-09
Avanza Fonder AB
INCREASED43,31938,338+4,981+13%$7.7M$9.1M+$1.4M2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED43,03942,471+568+1%$8.6M$9.1M+$522.1K2026-10-20
Telos Capital Management, Inc.
INCREASED42,82942,514+315+1%$8.6M$9.0M+$469.1K2026-11-02
South Dakota Investment Council
DECREASED42,33543,096-761-2%$8.7K$8.9K+$2472026-11-10
Fifth Third Bancorp
INCREASED42,18741,469+718+2%$8.4M$8.9M+$544.3K2026-11-05
CIBC World Market Inc.
INCREASED42,17042,016+154+0%$8.5M$8.9M+$430.4K2026-11-10
CX Institutional
INCREASED42,02036,046+5,974+17%$7.3K$8.9K+$1.6K2026-10-02
Goelzer Investment Management, Inc.
DECREASED39,71040,003-293-1%$8.1M$8.4M+$317.0K2026-10-16
Vest Financial, LLC
INCREASED38,91529,515+9,400+32%$6.0M$8.2M+$2.3M2026-10-21
Savant Capital, LLC
INCREASED37,57416,095+21,479+133%$3.3M$7.9M+$4.6M2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED36,95137,529-578-2%$7.6M$7.8M+$233.4K2026-10-05
Voya Investment Management LLC
DECREASED36,24636,691-445-1%$7.4M$7.7M+$253.5K2026-11-10
Generali Asset Management SPA SGR
DECREASED35,94539,240-3,295-8%$7.9M$7.6M-$323.9K2026-10-26
Amalgamated Bank
DECREASED35,74037,115-1,375-4%$7.5K$7.5K+$612026-10-23
Oregon Public Employees Retirement Fund
DECREASED35,62535,895-270-1%$7.2M$7.5M+$282.9K2026-10-30
ING Groep NV
DECREASED35,31635,889-573-2%$7.6M$7.5M-$102.6K2026-11-10
Xponance LLC
INCREASED34,43731,434+3,003+10%$6.3M$7.3M+$931.6K2026-11-03
Leuthold Group, LLC
INCREASED34,28830,305+3,983+13%$6.1M$7.2M+$1.1M2026-11-04
Yousif Capital Management, LLC
DECREASED33,91434,817-903-3%$7.0M$7.2M+$139.1K2026-10-22
Alps Advisors Inc
INCREASED33,76311,029+22,734+206%$2.2M$7.1M+$4.9M2026-11-03
Wealthfront Advisers LLC
INCREASED33,41930,100+3,319+11%$6.1M$7.1M+$985.6K2026-11-09
Y-Intercept (Hong Kong) Ltd
DECREASED33,23348,344-15,111-31%$9.7M$7.0M-$2.7M2026-10-16
M&T Bank Corp
DECREASED33,16733,567-400-1%$6.8M$7.0M+$233.6K2026-11-10
Lipe & Dalton
UNCHANGED32,90832,90800%$6.6K$6.9K+$3112026-10-15
Fisher Funds Management LTD
UNCHANGED32,70032,70000%$6.6M$6.9M+$309.3K2026-10-13
Oliver Luxxe Assets LLC
DECREASED32,69350,285-17,592-35%$10.1M$6.9M-$3.2M2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED32,06710,011+22,056+220%$2.0M$6.8M+$4.8M2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED31,94847,431-15,483-33%$9.6M$6.7M-$2.8M2026-10-22
Ethic Inc.
INCREASED31,86629,994+1,872+6%$6.0M$6.7M+$679.0K2026-11-03
Cohen Klingenstein LLC
UNCHANGED31,40031,40000%$6.3M$6.6M+$297.4K2026-10-15
Atria Investments, Inc
INCREASED30,22528,459+1,766+6%$5.7M$6.4M+$642.3K2026-10-15
Tompkins Financial Corp
DECREASED30,04535,472-5,427-15%$7.2M$6.3M-$809.6K2026-10-05
Park Avenue Securities LLC
INCREASED29,72225,849+3,873+15%$5.2K$6.3K+$1.1K2026-10-26
Asio Capital, LLC
INCREASED29,13328,161+972+3%$5.7M$6.1M+$471.9K2026-10-19
State of Alaska, Department of Revenue
DECREASED27,42728,601-1,174-4%$5.8K$5.8K+$232026-10-15
First Financial Bank - Trust Division
INCREASED27,37519,989+7,386+37%$4.0M$5.8M+$1.7M2026-10-01
TD Waterhouse Canada Inc.
INCREASED27,3108,247+19,063+231%$1.7M$6.0M+$4.3M2026-10-16
Gradient Investments LLC
INCREASED27,26625,269+1,997+8%$5.1M$5.8M+$660.7K2026-10-08
Mutual of America Capital Management LLC
DECREASED26,72427,207-483-2%$5.5M$5.6M+$155.7K2026-10-23
HB Wealth Management, LLC
INCREASED25,97617,124+8,852+52%$3.5M$5.5M+$2.0M2026-10-23
Assenagon Asset Management S.A.
INCREASED25,33125,071+260+1%$5.1M$5.3M+$292.3K2026-10-15
ASR Vermogensbeheer N.V.
DECREASED25,16539,545-14,380-36%$8.0M$5.3M-$2.7M2026-10-16
Kintegral Advisory, LLC
INCREASED24,81024,670+140+1%$5.0M$5.2M+$263.2K2026-10-16
Freestone Capital Holdings, LLC
DECREASED23,93124,293-362-1%$4.9M$5.1M+$153.6K2026-11-09
Exchange Traded Concepts, LLC
INCREASED23,76514,267+9,498+67%$2.9M$5.0M+$2.1M2026-10-28
Mizuho Securities USA LLC
INCREASED23,63222,852+780+3%$4.6M$4.9M+$243.3K2026-11-09
Teachers Retirement System of the State of Kentucky
UNCHANGED23,39923,39900%$4.7K$4.9K+$2222026-11-10
S&CO Inc
INCREASED23,19422,398+796+4%$4.5K$4.9K+$3802026-11-10
Stanley-Laman Group, Ltd.
INCREASED23,17817,853+5,325+30%$3.6M$4.9M+$1.3M2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED22,36122,36100%$4.5K$4.7K+$2112026-10-20
Kestra Advisory Services, LLC
INCREASED21,93620,468+1,468+7%$4.1M$4.6M+$503.7K2026-11-02
Prospera Financial Services Inc
INCREASED21,03620,944+92+0%$4.2M$4.5M+$258.5K2026-11-04
JB Capital LLC
NEW20,780—+20,780——$4.4M—2026-10-19
Naples Global Advisors, LLC
INCREASED20,69019,349+1,341+7%$3.9M$4.4M+$466.3K2026-11-05
Leavell Investment Management, Inc.
INCREASED20,25319,422+831+4%$3.9M$4.3M+$359.3K2026-11-09
Rothschild Investment LLC
INCREASED20,19118,298+1,893+10%$3.7M$4.3M+$572.9K2026-11-10
D.A. Davidson & Co.
INCREASED20,18319,965+218+1%$4.0M$4.3M+$235.1K2026-10-28
SBI Okasan Asset Management Co.Ltd.
INCREASED20,10017,000+3,100+18%$3.4M$4.3M+$902.0K2026-11-10
Squarepoint Ops LLC
DECREASED19,915215,355-195,440-91%$43.4M$4.2M-$39.2M2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED19,02718,779+248+1%$3.8M$4.0M+$230.2K2026-11-03
Augustine Asset Management Inc
NEW17,975—+17,975——$3.8M—2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED17,73720,191-2,454-12%$4.1K$3.7K-$3272026-11-02
Nations Financial Group Inc,
INCREASED17,19116,605+586+4%$3.3M$3.6M+$280.9K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED17,18823,175-5,987-26%$4.7M$3.6M-$1.0M2026-11-05
Procyon Advisors, LLC
INCREASED17,01814,446+2,572+18%$2.9M$3.6M+$679.7K2026-10-21
Commerzbank Aktiengesellschaft
DECREASED16,97831,833-14,855-47%$6.4K$3.6K-$2.8K2026-11-10
Diversified Trust Co
NEW16,797—+16,797——$3.5M—2026-11-06
Oppenheimer Asset Management Inc.
DECREASED16,66619,776-3,110-16%$4.0M$3.5M-$469.2K2026-10-27
Intech Investment Management LLC
INCREASED16,22011,980+4,240+35%$2.4M$3.4M+$1.0M2026-11-09
River Wealth Advisors LLC
DECREASED16,09517,195-1,100-6%$3.5M$3.4M-$69.3K2026-11-09
Commonwealth Equity Services, LLC
DECREASED15,91417,144-1,230-7%$3.5M$3.4M-$97.3K2026-11-02
Central Pacific Bank - Trust Division
INCREASED15,39415,069+325+2%$3.0M$3.2M+$211.3K2026-10-06
Nelson Capital Management, LLC
DECREASED15,29115,810-519-3%$3.2M$3.2M+$40.2K2026-11-09
Tealwood Asset Management Inc
DECREASED15,25215,472-220-1%$3.1K$3.2K+$1002026-10-13
Anderson Hoagland & Co
NEW15,144—+15,144——$3.2M—2026-10-23
New Mexico Educational Retirement Board
UNCHANGED14,55014,55000%$2.9K$3.1K+$1382026-11-05
Vise Technologies, Inc.
INCREASED14,54212,664+1,878+15%$2.6M$3.1M+$516.3K2026-10-29
Bailard, Inc.
INCREASED14,44014,372+68+0%$2.9M$3.0M+$150.5K2026-10-13
Appleton Partners Inc
INCREASED14,42014,340+80+1%$2.9K$3.0K+$1532026-10-30
Louisiana State Employees Retirement System
DECREASED14,20014,900-700-5%$3.0M$3.0M-$6.7K2026-10-20
Suncoast Equity Management
INCREASED14,18712,725+1,462+11%$2.6M$3.0M+$429.1K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED13,91312,548+1,365+11%$2.5M$2.9M+$407.0K2026-10-21
Wedbush Securities Inc
INCREASED13,83613,416+420+3%$2.7K$2.9K+$2162026-10-22
CPC Advisors, LLC
INCREASED13,82511,364+2,461+22%$2.3M$2.9M+$627.2K2026-10-21
Brookmont Capital Management
INCREASED13,74913,675+74+1%$2.8M$2.9M+$145.1K2026-10-23
Bell Asset Management Ltd
DECREASED13,38419,925-6,541-33%$4.0M$2.8M-$1.2M2026-10-08
Fideuram Asset Management (Ireland) dac
DECREASED13,24628,191-14,945-53%$5.9M$2.8M-$3.1M2026-10-29
Alamar Capital Management, LLC
DECREASED13,13413,573-439-3%$2.7M$2.8M+$35.7K2026-11-02
Plato Investment Management Ltd
DECREASED12,89013,646-756-6%$2.7M$2.7M-$3.7K2026-11-05
Praxis Investment Management Inc
UNCHANGED12,87012,87000%$2.6K$2.7K+$1222026-11-03
Third View Private Wealth, LLC
INCREASED12,68812,613+75+1%$2.5M$2.7M+$135.3K2026-10-30
Citizens Financial Group Inc
INCREASED12,3094,925+7,384+150%$993.0K$2.6M+$1.6M2026-10-23
Lido Advisors, LLC
INCREASED12,0328,555+3,477+41%$1.7M$2.5M+$815.1K2026-11-04
V-Square Quantitative Management LLC
INCREASED11,98111,813+168+1%$2.4M$2.5M+$147.3K2026-10-15
Chicago Partners Investment Group LLC
INCREASED11,9314,001+7,930+198%$795.4K$2.5M+$1.7M2026-10-27
Tokio Marine Asset Management Co LTD
UNCHANGED11,78711,78700%$2.4M$2.5M+$111.6K2026-10-26
GAM Holding AG
DECREASED11,72214,205-2,483-17%$2.9M$2.5M-$389.6K2026-11-03
Merit Financial Group, LLC
INCREASED11,5426,141+5,401+88%$1.2M$2.4M+$1.2M2026-11-06
Assetmark, Inc
INCREASED11,4919,776+1,715+18%$2.0M$2.4M+$454.7K2026-10-21
Valley National Advisers Inc
INCREASED11,38010,981+399+4%$2.2M$2.4M+$188.1K2026-10-23
Marble Harbor Investment Counsel, LLC
INCREASED11,35311,178+175+2%$2.3M$2.4M+$142.8K2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED11,18017,570-6,390-36%$3.5M$2.4M-$1.2M2026-11-03
Todd Asset Management LLC
UNCHANGED11,16011,16000%$2.2M$2.4M+$105.7K2026-10-27
Shayne & Jacobs, LLC
DECREASED11,05711,104-470%$2.2M$2.3M+$95.2K2026-10-21
Brighton Jones LLC
INCREASED11,0187,886+3,132+40%$1.6M$2.3M+$735.7K2026-11-03
Twin Tree Management, LP
NEW10,544—+10,544——$2.2M—2026-11-10
Stackstone Wealth, LLC
NEW10,387—+10,387——$2.2M—2026-10-19
Quadrant Capital Group LLC
INCREASED10,2199,973+246+2%$2.0M$2.2M+$195.8K2026-10-20
Raiffeisen Bank International AG
INCREASED10,0888,758+1,330+15%$1.7M$2.1M+$407.9K2026-10-28
Keybank National Association
INCREASED10,0349,856+178+2%$2.0M$2.1M+$130.9K2026-11-04
King Luther Capital Management Corp
UNCHANGED9,9679,96700%$2.0M$2.1M+$94.4K2026-11-05
Econ Financial Services Corp
NEW9,582—+9,582——$2.0M—2026-10-19
Piscataqua Savings Bank
DECREASED9,5379,646-109-1%$1.9M$2.0M+$68.3K2026-10-21
Archford Capital Strategies, LLC
DECREASED9,46115,770-6,309-40%$3.2M$2.0M-$1.2M2026-10-19
Sepio Capital, LP
DECREASED9,3999,925-526-5%$2.0M$2.0M-$16.8K2026-10-22
Oppenheimer & Co Inc
DECREASED9,3889,458-70-1%$1.9M$2.0M+$74.8K2026-10-26
Apollon Wealth Management, LLC
INCREASED9,3259,015+310+3%$1.8M$2.0M+$150.9K2026-10-23
Virtus Advisers, LLC
DECREASED9,30813,591-4,283-32%$2.7M$2.0M-$775.3K2026-11-09
Signaturefd, LLC
INCREASED9,2867,579+1,707+23%$1.5M$2.0M+$432.0K2026-10-23
Atlas Capital Advisors Inc.
DECREASED9,1239,233-110-1%$1.9M$66.8K-$1.8M2026-11-09
Greenleaf Trust
DECREASED8,9059,344-439-5%$1.9M$1.9M-$4.2K2026-10-29
LaFleur & Godfrey LLC
DECREASED8,8789,715-837-9%$2.0M$1.9M-$84.7K2026-10-27
GC Wealth Management RIA, LLC
DECREASED8,6098,763-154-2%$1.8M$1.8M+$50.5K2026-11-02
Navalign, LLC
INCREASED8,5957,824+771+10%$1.6M$1.8M+$236.8K2026-11-09
Crescent Sterling, Ltd.
NEW8,530—+8,530——$1.8M—2026-10-16
Founders Financial Securities LLC
DECREASED8,4169,062-646-7%$1.8M$1.8M-$50.5K2026-10-28
Concurrent Investment Advisors, LLC
DECREASED8,3888,666-278-3%$1.7M$1.8M+$23.3K2026-10-16
Gamma Investing LLC
INCREASED8,2917,161+1,130+16%$1.4M$1.8M+$306.3K2026-10-08
Choreo, LLC
INCREASED8,2677,280+987+14%$1.5M$1.7M+$277.3K2026-10-28
HighPoint Advisor Group LLC
INCREASED8,2165,277+2,939+56%$1.1M$1.7M+$670.4K2026-11-09
Indivisible Partners
INCREASED8,0507,714+336+4%$1.6M$1.7M+$143.9K2026-10-26
Ascent Wealth Partners, LLC
INCREASED7,9537,829+124+2%$1.6M$1.7M+$100.3K2026-10-23
WBI Investments, LLC
INCREASED7,9465,674+2,272+40%$1.1M$1.7M+$533.4K2026-11-05
Legacy Wealth Asset Management, LLC
INCREASED7,9427,837+105+1%$1.6M$1.7M+$96.4K2026-10-09
AlphaCore Capital LLC
INCREASED7,8463,932+3,914+100%$792.6K$1.7M+$863.4K2026-11-04
Lanark Financial, Inc.
INCREASED7,8167,285+531+7%$1.5M$1.6M+$181.1K2026-10-26
Securian Asset Management, Inc
DECREASED7,5187,718-200-3%$1.6M$1.6M+$17.8K2026-11-06
Gateway Investment Advisers LLC
INCREASED7,4703,263+4,207+129%$657.9K$1.6M+$919.0K2026-10-13
Compound Planning, Inc.
INCREASED7,3967,327+69+1%$1.5M$1.6M+$83.8K2026-11-09
Kornitzer Capital Management Inc
INCREASED7,0006,500+500+8%$1.3M$1.5M+$167.1K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED6,9766,279+697+11%$1.2M$1.5M+$227.3K2026-10-13
Evergreen Capital Management LLC
INCREASED6,9446,698+246+4%$1.4M$1.5M+$115.4K2026-10-23
Sompo Asset Management Co., Ltd.
INCREASED6,9113,660+3,251+89%$737.9K$1.5M+$720.9K2026-11-10
BG Investment Services, LLC
NEW6,855—+6,855——$1.4M—2026-10-23
LBP AM SA
DECREASED6,798437,808-431,010-98%$88.3M$1.4M-$86.8M2026-11-06
Studio Investment Management LLC
DECREASED6,7826,824-42-1%$1.4M$1.4M+$55.8K2026-10-22
CNB Bank
INCREASED6,7676,462+305+5%$1.3M$1.4M+$125.6K2026-11-09
First Citizens Bank & Trust Co
INCREASED6,5776,525+52+1%$1.3M$1.4M+$72.8K2026-10-14
Parallel Advisors, LLC
INCREASED6,3855,995+390+7%$1.2M$1.3M+$139.1K2026-11-03
Bull Harbor Capital LLC
INCREASED6,3764,170+2,206+53%$840.7K$1.3M+$505.2K2026-11-10
Lyell Wealth Management, LP
UNCHANGED6,3716,37100%$1.3M$1.3M+$60.3K2026-10-30
Coldstream Capital Management Inc
INCREASED6,3085,642+666+12%$1.1M$1.3M+$194.0K2026-11-09
Smithfield Trust Co
DECREASED6,2836,325-42-1%$1.3K$1.3K+$542026-11-09
Compass Wealth Management LLC
DECREASED6,10911,924-5,815-49%$2.4M$1.3M-$1.1M2026-10-22
Bdf-Gestion
DECREASED6,0596,828-769-11%$1.7M$1.3M-$411.6K2026-10-19
Banque Transatlantique SA
DECREASED5,9349,228-3,294-36%$1.9M$1.3M-$607.9K2026-11-10
Allworth Financial LP
INCREASED5,9123,086+2,826+92%$622.2K$1.2M+$569.7K2026-11-06
Power Wealth Management LLC
INCREASED5,8995,867+32+1%$1.2M$1.2M+$62.3K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED5,8005,593+207+4%$1.1M$1.2M+$96.7K2026-10-22
Iams Wealth Management, LLC
DECREASED5,7136,060-347-6%$1.2M$1.2M-$15.9K2026-10-15
J. Safra Sarasin Holding AG
INCREASED5,6143,030+2,584+85%$619.4K$1.2M+$563.2K2026-10-26
Triglav Investments, D.O.O.
UNCHANGED5,5005,50000%$1.1M$1.2M+$52.1K2026-11-06
Emprise Bank
DECREASED5,4995,596-97-2%$1.1M$1.2M+$32.5K2026-10-07
J.Safra Asset Management Corp
INCREASED5,2725,196+76+1%$1.0M$1.1M+$65.2K2026-11-03
Bridges Investment Management Inc
INCREASED5,2095,174+35+1%$1.0M$1.1M+$56.4K2026-11-10
Prasad Wealth Partners, LLC
INCREASED5,0674,878+189+4%$983.4K$1.1M+$86.1K2026-11-10
Farther Finance Advisors, LLC
INCREASED5,0554,328+727+17%$872.0K$1.1M+$194.9K2026-10-08
Keeler Thomas Management LLC
DECREASED5,0427,009-1,967-28%$1.4M$1.1M-$348.9K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,9363,465+1,471+42%$698.6K$1.0M+$343.3K2026-10-27
Mather Group, Llc.
DECREASED4,9104,968-58-1%$1.0M$1.0M+$34.8K2026-10-14
TCW Group Inc
DECREASED4,8894,934-45-1%$994.7K$1.0M+$37.2K2026-11-10
Fisher Asset Management, LLC
INCREASED4,8613,252+1,609+49%$655.8K$1.0M+$370.4K2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED4,8315,035-204-4%$1.0M$1.0M+$4.6K2026-10-23
Mitchell & Pahl Private Wealth, LLC
DECREASED4,8134,819-60%$971.6K$1.0M+$44.4K2026-10-14
OneDigital Investment Advisors LLC
INCREASED4,8103,911+899+23%$788.5K$1.0M+$226.8K2026-11-10
Anchor Investment Management, LLC
UNCHANGED4,8004,80000%$967.7K$1.0M+$45.5K2026-11-10
MBL Wealth, LLC
INCREASED4,7911,117+3,674+329%$225.2K$1.0M+$786.1K2026-10-22
Frank, Rimerman Advisors LLC
INCREASED4,7884,675+113+2%$942.5K$1.0M+$68.1K2026-10-16
Resonant Capital Advisors, LLC
DECREASED4,7774,999-222-4%$1.0M$1.0M+$4812026-10-15
First National Bank & Trust Co of Newtown
DECREASED4,7634,828-65-1%$993.1K$1.0M+$21.6K2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED4,6874,172+515+12%$841.0K$989.3K+$148.3K2026-10-16
Guinness Atkinson Asset Management Inc
INCREASED4,6801,368+3,312+242%$275.8K$987.9K+$712.1K2026-11-05
Chicago Capital, LLC
UNCHANGED4,5954,59500%$926.4K$969.9K+$43.5K2026-10-13
Clearstead Advisors, LLC
INCREASED4,4412,971+1,470+49%$599.0K$936.5K+$337.5K2026-11-06
Legacy Financial Advisors, Inc.
INCREASED4,4223,017+1,405+47%$608.2K$933.3K+$325.1K2026-11-09
TD Private Client Wealth LLC
DECREASED4,4005,464-1,064-19%$1.1M$928.8K-$172.8K2026-10-28
Krilogy Financial LLC
INCREASED4,3632,461+1,902+77%$496.3K$948.1K+$451.8K2026-10-13
Cooke & Bieler LP
UNCHANGED4,1804,18000%$842.7K$882.3K+$39.6K2026-10-21
Integrated Advisors Network LLC
DECREASED4,0554,091-36-1%$824.8K$855.9K+$31.1K2026-10-20
Clear Harbor Asset Management, LLC
NEW4,047—+4,047——$854.2K—2026-11-05
EverSource Wealth Advisors, LLC
INCREASED4,0162,683+1,333+50%$541.1K$847.7K+$306.6K2026-11-04
Axxcess Wealth Management, LLC
DECREASED4,00215,953-11,951-75%$3.2M$844.7K-$2.4M2026-10-21
Secured Retirement Advisors, LLC
INCREASED3,9953,993+2+0%$805.0K$843.3K+$38.2K2026-11-10
Williams Jones Wealth Management, Llc.
DECREASED3,9934,126-133-3%$831.8K$842.8K+$11.0K2026-11-05
Haven Private, LLC
DECREASED3,9834,058-75-2%$818.1K$840.7K+$22.6K2026-10-27
Purkiss Capital Advisors LLC
DECREASED3,9784,200-222-5%$846.8K$839.7K-$7.1K2026-11-06
Huntington National Bank
INCREASED3,9653,547+418+12%$715.1K$838.5K+$123.4K2026-11-10
Dorato Capital Management
INCREASED3,9613,152+809+26%$631.5K$854.9K+$223.4K2026-10-08
Baker Avenue Asset Management, LP
INCREASED3,9512,294+1,657+72%$462.6K$834.0K+$371.5K2026-11-06
Hardy Reed LLC
INCREASED3,9503,943+7+0%$794.9K$833.8K+$38.8K2026-11-06
Venture Visionary Partners LLC
DECREASED3,9434,672-729-16%$942.1K$832.5K-$109.6K2026-10-07
Yankcom Partnership
INCREASED3,8183,615+203+6%$728.8K$805.9K+$77.1K2026-10-15
Machina Capital S.A.S.
DECREASED3,7934,365-572-13%$880.0K$800.6K-$79.4K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED3,7743,349+425+13%$675.1K$796.7K+$121.5K2026-10-22
Profund Advisors LLC
DECREASED3,7694,224-455-11%$851.6K$795.6K-$56.0K2026-10-29
Aspiriant, LLC
INCREASED3,7632,996+767+26%$604.0K$794.3K+$190.3K2026-10-16
Defined Wealth Management, LLC
DECREASED3,7555,305-1,550-29%$1.1M$792.6K-$276.9K2026-10-19
Phoenix Financial Ltd.
INCREASED3,7433,598+145+4%$725.4K$790.1K+$64.7K2026-11-09
Adelphi Trust Co
INCREASED3,7233,703+20+1%$746.6K$785.9K+$39.3K2026-10-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED3,6813,701-20-1%$746.2K$777.0K+$30.8K2026-10-23
First Affirmative Financial Network
NEW3,678—+3,678——$776.3K—2026-10-21
SVB Wealth LLC
DECREASED3,6643,912-248-6%$788.8K$773.5K-$15.3K2026-11-06
Valeo Financial Advisors, LLC
INCREASED3,6543,428+226+7%$691.1K$771.3K+$80.2K2026-10-08
NorthCrest Asset Manangement, LLC
NEW3,638—+3,638——$779.7K—2026-10-13
Kennebec Savings Bank
INCREASED3,6123,551+61+2%$715.9K$762.4K+$46.5K2026-10-22
Argonautica Private Wealth Management, Inc
INCREASED3,5683,419+149+4%$689.4K$753.1K+$63.7K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED3,5413,494+47+1%$704.5K$747.4K+$42.9K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED3,5403,413+127+4%$688.1K$747.2K+$59.1K2026-10-20
Azzad Asset Management Inc
INCREASED3,5041,471+2,033+138%$296.5K$739.6K+$443.1K2026-11-04
Employees Retirement System of Texas
DECREASED3,49329,734-26,241-88%$6.0K$737-$5.3K2026-11-10
Tannin Capital LLC
INCREASED3,4822,992+490+16%$603.2K$735.0K+$131.8K2026-11-05
Signature Estate & Investment Advisors LLC
DECREASED3,4653,516-51-1%$708.9K$731.4K+$22.5K2026-10-13
VestGen Advisors, LLC
INCREASED3,3922,703+689+25%$545.0K$716.0K+$171.0K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED3,3873,804-417-11%$767.0K$714.9K-$52.1K2026-11-06
AdvisorNet Financial, Inc
DECREASED3,3788,411-5,033-60%$1.7M$710.3K-$985.5K2026-10-15
Aaron Wealth Advisors LLC
NEW3,369—+3,369——$711.3K—2026-10-13
Crestwood Advisors Group, LLC
INCREASED3,3692,333+1,036+44%$470.3K$711.1K+$240.8K2026-10-27
IFG Advisory, LLC
INCREASED3,3512,892+459+16%$583.1K$707.2K+$124.1K2026-11-09
Trust Asset Management LLC
UNCHANGED3,2953,29500%$664.3K$695.5K+$31.2K2026-11-03
Expressive Wealth LLC
INCREASED3,2782,974+304+10%$599.6K$691.9K+$92.3K2026-11-09
HUB Investment Partners, LLC
INCREASED3,2421,955+1,287+66%$394.2K$684.2K+$290.0K2026-11-03
Quadcap Wealth Management, LLC
DECREASED3,2423,420-178-5%$689.5K$684.3K-$5.2K2026-11-02
Foster Dykema Cabot & Partners, LLC
UNCHANGED3,2353,23500%$652.2K$682.8K+$30.6K2026-10-30
Ritholtz Wealth Management
INCREASED3,2302,074+1,156+56%$418.1K$681.7K+$263.7K2026-11-05
Daymark Wealth Partners, LLC
INCREASED3,2181,528+1,690+111%$308.1K$679.2K+$371.1K2026-11-04
Patten Group, Inc.
INCREASED3,2003,170+30+1%$639.1K$675.5K+$36.4K2026-10-26
Global Retirement Partners, LLC
DECREASED3,1823,404-222-7%$686.2K$671.6K-$14.6K2026-11-10
UMB Bank, n.a.
INCREASED3,1612,278+883+39%$459.3K$667.2K+$208.0K2026-11-06
Washington Trust Bank
UNCHANGED3,1303,13000%$631.0K$660.7K+$29.6K2026-11-03
Legacy Capital Group California, Inc.
DECREASED3,1013,149-48-2%$634.8K$654.6K+$19.8K2026-11-09
Independent Financial Group, LLC
INCREASED3,0972,685+412+15%$541.3K$653.7K+$112.4K2026-10-13
Soltis Investment Advisors LLC
NEW3,084—+3,084——$651.1K—2026-10-28
Smartleaf Asset Management LLC
INCREASED3,0322,863+169+6%$567.9K$644.7K+$76.8K2026-11-10
Leo Wealth, LLC
NEW3,018—+3,018——$637.0K—2026-10-26
SevenBridge Financial Group, LLC
DECREASED3,0003,070-70-2%$664.1K$641.0K-$23.2K2026-10-26
MGO One Seven LLC
DECREASED2,9953,192-197-6%$643.5K$632.3K-$11.3K2026-10-28
Argent Trust Co
NEW2,978—+2,978——$628.6K—2026-11-09
Moneco Advisors, LLC
INCREASED2,9562,491+465+19%$502.2K$623.9K+$121.6K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED2,9282,764+164+6%$557.3K$618.1K+$60.8K2026-10-16
Fulton Bank, N.A.
DECREASED2,9082,914-60%$587.5K$613.8K+$26.3K2026-10-14
Curated Wealth Partners LLC
NEW2,853—+2,853——$602.2K—2026-10-15
Catalyst Financial Partners LLC
INCREASED2,8322,130+702+33%$429.4K$597.8K+$168.4K2026-11-06
Perigon Wealth Management, LLC
INCREASED2,8141,574+1,240+79%$317.3K$593.9K+$276.6K2026-10-22
Principle Wealth Partners LLC
INCREASED2,7772,689+88+3%$542.1K$586.3K+$44.2K2026-11-02
Hickory Point Bank & Trust
DECREASED2,7752,902-127-4%$585.1K$585.7K+$6752026-10-01
West Paces Advisors Inc.
INCREASED2,7602,697+63+2%$543.7K$582.6K+$38.8K2026-10-13
Avestar Capital, LLC
INCREASED2,7562,674+82+3%$539.2K$581.7K+$42.6K2026-10-28
First Command Advisory Services, Inc.
INCREASED2,6671,013+1,654+163%$204.2K$563.0K+$358.7K2026-11-05
Impact Capital Partners LLC
DECREASED2,6602,799-139-5%$564.3K$561.5K-$2.8K2026-10-22
1900 Wealth Management LLC
NEW2,647—+2,647——$558.7K—2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED2,6442,681-37-1%$540.5K$558.1K+$17.6K2026-10-05
3Chopt Investment Partners, LLC
INCREASED2,6361,625+1,011+62%$327.7K$556.5K+$228.8K2026-10-30
Salvus Wealth Management, LLC
DECREASED2,6222,666-44-2%$537.5K$553.5K+$16.0K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED2,6222,580+42+2%$520.1K$553.4K+$33.3K2026-10-21
Meridian Investment Counsel Inc.
DECREASED2,6182,624-60%$529.0K$552.6K+$23.6K2026-10-14
PUREfi Wealth, LLC
DECREASED2,6152,740-125-5%$552.4K$552.0K-$4372026-10-19
Wedmont Private Capital
INCREASED2,5891,991+598+30%$398.9K$554.8K+$155.9K2026-10-09
Diversify Wealth Management, LLC
INCREASED2,5852,421+164+7%$502.6K$550.5K+$47.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED2,5852,421+164+7%$502.6K$550.5K+$47.9K2026-10-20
First Horizon Corp
DECREASED2,5742,776-202-7%$559.7K$543.3K-$16.4K2026-10-26
Versant Capital Management, Inc
INCREASED2,5722,464+108+4%$496.8K$542.9K+$46.1K2026-10-02
KCM Investment Advisors LLC
DECREASED2,5652,566-10%$517.3K$541.4K+$24.1K2026-10-27
North Star Investment Management Corp.
INCREASED2,5502,548+2+0%$513.8K$538.3K+$24.5K2026-10-27
Ascent Group, LLC
DECREASED2,5422,894-352-12%$583.4K$536.6K-$46.8K2026-10-30
Inscription Capital, LLC
DECREASED2,5046,598-4,094-62%$1.3M$528.6K-$801.6K2026-11-02
Campbell Newman Asset Management Inc
UNCHANGED2,4702,47000%$498.0K$521.4K+$23.4K2026-10-22
Texas Capital Bank Wealth Management Services Inc
DECREASED2,4172,658-241-9%$535.9K$510.2K-$25.7K2026-11-09
Certuity, LLC
INCREASED2,4062,107+299+14%$424.8K$507.8K+$83.0K2026-11-02
Burney Co/
DECREASED2,4023,245-843-26%$654.3K$507.1K-$147.2K2026-10-15
Beaton Management Co. Inc.
DECREASED2,3862,436-50-2%$491$504+$132026-11-09
Old National Bancorp
DECREASED2,3782,509-131-5%$505.8K$501.9K-$3.9K2026-10-20
First Business Financial Services, Inc.
UNCHANGED2,3752,37500%$478.8K$501.3K+$22.5K2026-10-29
Parcion Private Wealth LLC
NEW2,363—+2,363——$498.8K—2026-10-28
Focused Alpha, LLC
DECREASED2,3432,479-136-5%$499.9K$494.5K-$5.3K2026-10-20
First County Bank
INCREASED2,3262,272+54+2%$458.1K$491.0K+$32.9K2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED2,3251,757+568+32%$353.5K$490.8K+$137.3K2026-10-15
Klingman & Associates, LLC
NEW2,289—+2,289——$483.2K—2026-10-20
Mission Wealth Management, LP
DECREASED2,2732,593-320-12%$522.9K$479.8K-$43.1K2026-10-15
Avise Financial Cooperative, Inc.
NEW2,270—+2,270——$479.2K—2026-11-09
Tradewinds Capital Management, LLC
INCREASED2,2192,196+23+1%$442.7K$468.4K+$25.7K2026-10-23
Childress Capital Advisors, LLC
INCREASED2,2141,260+954+76%$254.1K$467.4K+$213.3K2026-10-28
Lester Murray Antman dba SimplyRich
UNCHANGED2,2002,20000%$443$464.4K+$463.9K2026-11-06
Trust Co of Vermont
INCREASED2,1972,172+25+1%$437.9K$463.7K+$25.8K2026-10-21
Optas, LLC
INCREASED2,1632,056+107+5%$414.5K$456.6K+$42.1K2026-11-09
Pinnacle Associates LTD
INCREASED2,1592,134+25+1%$430.2K$455.7K+$25.5K2026-10-20
Heritage Family Offices, LLP
INCREASED2,1581,871+287+15%$377.1K$455.4K+$78.3K2026-11-02
Glenview Trust Co
DECREASED2,1462,417-271-11%$487.3K$453.0K-$34.3K2026-10-28
Asset Advisory Group, Inc.
UNCHANGED2,1462,14600%$432.7K$453.0K+$20.3K2026-10-20
Morningstar Investment Management LLC
DECREASED2,1333,216-1,083-34%$672.2K$450.2K-$222.0K2026-11-09
Confluence Wealth Services, Inc.
DECREASED2,0912,226-135-6%$448.6K$441.2K-$7.4K2026-11-05
Alta Advisers Ltd
INCREASED2,0821,188+894+75%$239.5K$439.5K+$200.0K2026-11-02
CWA Asset Management Group, LLC
INCREASED2,0721,843+229+12%$371.6K$437.3K+$65.7K2026-10-19
Raab & Moskowitz Asset Management LLC
UNCHANGED2,0592,05900%$415.1K$434.6K+$19.5K2026-11-02
Jacobi Capital Management LLC
INCREASED2,0562,011+45+2%$405.4K$434.0K+$28.6K2026-11-05
Rose Capital Advisors LLC
NEW2,050—+2,050——$432.7K—2026-11-04
71 West Capital Partners
INCREASED2,0261,624+402+25%$327.4K$427.6K+$100.2K2026-11-04
Thoroughbred Financial Services, LLC
DECREASED2,0252,051-26-1%$413$427+$142026-11-09
Harbour Investments, Inc.
DECREASED2,0113,188-1,177-37%$642.7K$424.5K-$218.2K2026-11-09
Aprio Wealth Management, LLC
DECREASED1,9982,185-187-9%$440.4K$421.7K-$18.8K2026-10-28
Eastern Bank
UNCHANGED1,9931,99300%$401.8K$420.7K+$18.9K2026-10-05
Whalen Wealth Management Inc.
NEW1,976—+1,976——$417.1K—2026-10-08
Montag A & Associates Inc
UNCHANGED1,9421,94200%$391.5K$409.9K+$18.4K2026-10-29
Csenge Advisory Group
INCREASED1,9301,590+340+21%$320.5K$407.4K+$86.9K2026-11-04
Brookstone Capital Management
DECREASED1,9301,999-69-3%$402.9K$407.4K+$4.4K2026-10-22
Sigma Planning Corp
INCREASED1,9201,747+173+10%$352.2K$405.3K+$53.1K2026-10-23
Signal Advisors Wealth, LLC
DECREASED1,9151,983-68-3%$399.9K$404.3K+$4.4K2026-10-13
Obermeyer Wealth Partners
DECREASED1,9091,919-10-1%$386.9K$403.0K+$16.1K2026-10-21
LEE Danner & Bass Inc
UNCHANGED1,8971,89700%$382.5K$400.4K+$18.0K2026-10-27
Summit Securities Group LLC
INCREASED1,88868+1,820+2676%$13.7K$398.5K+$384.8K2026-11-05
Natural Investments, LLC
INCREASED1,8841,640+244+15%$330$397.7K+$397.4K2026-11-06
Bright Futures Wealth Management, Llc.
UNCHANGED1,8841,88400%$379.9K$397.7K+$17.8K2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED1,8791,87900%$378.8K$399.0K+$20.1K2026-10-26
SAX Wealth Advisors, LLC
DECREASED1,8631,864-10%$389.6K$393.2K+$3.6K2026-10-13
Reynders McVeigh Capital Management, LLC
INCREASED1,8391,837+2+0%$370$388.1K+$387.8K2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED1,8321,872-40-2%$377.4K$386.7K+$9.3K2026-11-02
Wealthcare Capital Partners, LLC
UNCHANGED1,8271,82700%$368.3K$385.6K+$17.3K2026-10-21
Personal CFO Solutions, LLC
DECREASED1,8232,402-579-24%$484.2K$384.9K-$99.3K2026-11-06
Riversedge Advisors, LLC
NEW1,804—+1,804——$380.8K—2026-10-09
LifeGoal Investments, LLC
NEW1,799—+1,799——$379.7K—2026-10-09
Howard Capital Management, LLC
NEW1,774—+1,774——$374.5K—2026-10-16
Oslo Pensjonsforsikring AS
INCREASED1,7721,531+241+16%$308.7K$374.0K+$65.4K2026-10-15
DeDora Capital, Inc.
DECREASED1,7591,792-33-2%$361.3K$371.2K+$9.9K2026-10-26
Acropolis Investment Management, LLC
INCREASED1,750868+882+102%$175.0K$369.4K+$194.4K2026-10-08
Capital Investment Advisory Services, LLC
UNCHANGED1,7481,74800%$352.3K$368.9K+$16.5K2026-10-30
Skba Capital Management LLC
UNCHANGED1,7301,73000%$348.8K$365.2K+$16.4K2026-11-09
SYM Financial Corp
NEW1,701—+1,701——$359.0K—2026-10-26
First Financial Bankshares Inc
DECREASED1,6931,771-78-4%$357.1K$357.4K+$3062026-11-10
Woodstock Corp
UNCHANGED1,6901,69000%$340.7K$356.7K+$16.0K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED1,6591,492+167+11%$300.8K$350.2K+$49.4K2026-11-02
SeaBridge Investment Advisors LLC
DECREASED1,65726,180-24,523-94%$5.3M$349.8K-$4.9M2026-11-02
NBT Bank, N.A.
DECREASED1,6522,958-1,306-44%$596.4K$348.7K-$247.7K2026-10-21
Picton Mahoney Asset Management
NEW1,646—+1,646——$347.4K—2026-11-09
Parkside Financial Bank & Trust
INCREASED1,6461,562+84+5%$314.9K$347.4K+$32.5K2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED1,6311,629+2+0%$328.4K$344.3K+$15.8K2026-10-30
Somerset Trust Co
UNCHANGED1,5911,59100%$320.8K$335.8K+$15.1K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED1,5861,727-141-8%$348.1K$334.7K-$13.4K2026-11-09
Larson Financial Group LLC
INCREASED1,564784+780+99%$158.1K$330.1K+$172.1K2026-11-05
Level Four Advisory Services, LLC
INCREASED1,5581,477+81+5%$297.8K$328.9K+$31.1K2026-11-06
West Family Investments, Inc.
NEW1,551—+1,551——$327.4K—2026-11-09
Gerber Kawasaki Wealth & Investment Management
INCREASED1,5441,155+389+34%$232.9K$326.0K+$93.1K2026-10-29
Meridian Wealth Management, LLC
INCREASED1,5251,445+80+6%$291.4K$322.0K+$30.6K2026-11-05
Radnor Capital Management, LLC
UNCHANGED1,5241,52400%$307.3K$321.7K+$14.4K2026-10-23
180 Wealth Advisors, LLC
DECREASED1,5226,405-4,883-76%$1.3M$321.2K-$970.1K2026-11-03
Great Lakes Advisors, LLC
INCREASED1,5081,469+39+3%$296.2K$318.3K+$22.1K2026-11-06
Arnhold LLC
UNCHANGED1,5001,50000%$302.4K$316.6K+$14.2K2026-10-26
Belpointe Asset Management LLC
UNCHANGED1,4951,49500%$301.4K$315.6K+$14.2K2026-11-09
MSH Capital Advisors LLC
INCREASED1,4911,360+131+10%$274.2K$314.7K+$40.5K2026-11-03
Clear Wave Wealth Management LLC
INCREASED1,4891,357+132+10%$273.6K$314.3K+$40.7K2026-11-04
Financial Management Professionals, Inc.
DECREASED1,4831,490-70%$300.4K$313.0K+$12.6K2026-10-23
Root Financial Partners, LLC
NEW1,481—+1,481——$312.6K—2026-10-21
Net Worth Advisory Group
INCREASED1,4801,369+111+8%$276.1K$322.3K+$46.3K2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED1,4771,47700%$297.8K$311.8K+$14.0K2026-10-22
Modera Wealth Management, LLC
INCREASED1,4741,405+69+5%$283.3K$311.2K+$27.9K2026-10-28
German American Bancorp, Inc.
NEW1,460—+1,460——$308.2K—2026-11-10
Donaldson Capital Management, LLC
INCREASED1,4561,441+15+1%$290.5K$307.3K+$16.8K2026-11-09
Pinnacle Wealth Planning Services, Inc.
INCREASED1,4451,421+24+2%$286.5K$305.0K+$18.5K2026-10-27
Americana Partners, LLC
NEW1,440—+1,440——$304.0K—2026-10-28
Aull & Monroe Investment Management Corp
UNCHANGED1,4371,43700%$289.7K$303.3K+$13.6K2026-10-16
Sowell Financial Services LLC
INCREASED1,4341,257+177+14%$253.4K$302.7K+$49.3K2026-10-23
Newman Dignan & Sheerar, Inc.
NEW1,431—+1,431——$302.1K—2026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW1,426—+1,426——$307.8K—2026-10-20
Greater Midwest Financial Group, LLC
INCREASED1,4241,419+5+0%$286.1K$300.6K+$14.6K2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED1,4181,493-75-5%$301.0K$299.2K-$1.8K2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED1,4151,406+9+1%$283.5K$298.7K+$15.2K2026-10-19
StoneX Group Inc.
INCREASED1,3891,142+247+22%$234.0K$287.9K+$54.0K2026-11-03
Opus Capital Group, LLC
INCREASED1,3831,371+12+1%$276$292+$162026-10-30
Trilogy Capital Inc.
DECREASED1,3821,388-60%$279.8K$291.7K+$11.9K2026-10-20
Central Trust Co
DECREASED1,3771,990-613-31%$401.2K$290.7K-$110.5K2026-11-05
Kaufman Rossin Wealth, LLC
NEW1,373—+1,373——$289.9K—2026-10-19
Riverwater Partners LLC
DECREASED1,3711,811-440-24%$365.1K$289.4K-$75.7K2026-11-03
Institute for Wealth Management, Llc.
UNCHANGED1,3711,37100%$276.4K$289.4K+$13.0K2026-11-06
Burling Wealth Partners, LLC
DECREASED1,3492,294-945-41%$462.5K$284.7K-$177.7K2026-11-09
Provenance Wealth Advisors, LLC
INCREASED1,3416+1,335+22250%$1.2K$283.1K+$281.8K2026-10-30
Strategic Blueprint, LLC
INCREASED1,3391,239+100+8%$249.8K$282.7K+$32.9K2026-10-22
Fourpath Capital Management, LLC
DECREASED1,3332,102-769-37%$423.8K$281.4K-$142.4K2026-10-19
Founders Financial Alliance, LLC
DECREASED1,3291,840-511-28%$370.9K$280.5K-$90.4K2026-11-10
South Shore Capital Advisors
NEW1,324—+1,324——$279.5K—2026-10-20
NovaPoint Capital, LLC
UNCHANGED1,3171,31700%$265.5K$278.0K+$12.5K2026-10-22
Thrivent Financial for Lutherans
DECREASED1,3141,506-192-13%$302$284-$182026-11-05
Kassira Wealth Management LLC
INCREASED1,3111,309+2+0%$263.9K$276.7K+$12.8K2026-10-28
RFG Advisory, LLC
DECREASED1,3051,726-421-24%$348.1K$275.6K-$72.5K2026-11-03
Private Trust Co NA
INCREASED1,2991,286+13+1%$259.3K$274.2K+$14.9K2026-10-20
Ascentis Independent Advisors
NEW1,295—+1,295——$273.3K—2026-11-03
Moors & Cabot, Inc.
INCREASED1,2951,225+70+6%$247.0K$273.3K+$26.4K2026-11-06
Pavion Blue Capital, LLC
UNCHANGED1,2731,27300%$256.7K$268.7K+$12.1K2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED1,2711,267+4+0%$255.4K$268.3K+$12.8K2026-10-13
Verdence Capital Advisors LLC
DECREASED1,2651,309-44-3%$263.8K$266.9K+$3.1K2026-10-26
111 Capital
DECREASED1,2583,564-2,306-65%$718.5K$265.5K-$453.0K2026-11-03
RMR Wealth Builders
INCREASED1,2581,233+25+2%$248.6K$265.6K+$17.0K2026-10-22
JLB & Associates Inc
UNCHANGED1,2501,25000%$252.0K$252.0K$02026-10-27
Legacy Financial Independent Advisors LLC
UNCHANGED1,2501,25000%$252.0K$263.9K+$11.8K2026-11-02
New England Capital Financial Advisors LLC
UNCHANGED1,2401,24000%$250.0K$261.7K+$11.7K2026-11-03
IFP Advisors, Inc
DECREASED1,2211,761-540-31%$355.0K$257.7K-$97.3K2026-10-16
Angeles Wealth Management, LLC
INCREASED1,2161,076+140+13%$216.9K$256.7K+$39.7K2026-10-26
Legacy Capital Wealth Partners, LLC
DECREASED1,2061,213-7-1%$244.5K$254.5K+$10.1K2026-10-21
Atlas Brown,Inc.
INCREASED1,2031,201+2+0%$242.2K$253.9K+$11.7K2026-10-09
Calamos Wealth Management LLC
NEW1,201—+1,201——$253.5K—2026-11-02
Conning Inc.
UNCHANGED1,1921,19200%$240.3K$251.6K+$11.3K2026-10-27
Apella Capital, LLC
INCREASED1,1861,027+159+15%$203.2K$256.0K+$52.8K2026-10-08
Brucke Financial, Inc.
DECREASED1,1851,230-45-4%$248.0K$250.1K+$2.2K2026-10-23
Capstone Wealth Management, LLC
NEW1,184—+1,184——$249.9K—2026-11-02
Farmers & Merchants Investments Inc
DECREASED1,1841,239-55-4%$249.8K$249.9K+$1242026-10-22
Cascade Investment Group, Inc.
UNCHANGED1,1751,17500%$236.9K$248.0K+$11.1K2026-10-13
Manchester Capital Management LLC
DECREASED1,1701,246-76-6%$251.1K$246.9K-$4.2K2026-10-22
ETF Portfolio Partners, Inc.
UNCHANGED1,1651,16500%$234.9K$245.9K+$11.0K2026-10-22
Gryphon Financial Partners LLC
INCREASED1,1591,153+6+1%$232.4K$244.6K+$12.2K2026-11-04
Rossmore Private Capital
NEW1,150—+1,150——$242.7K—2026-10-27
TMB Capital Partners, LLC
INCREASED1,1481,147+1+0%$231.2K$242.3K+$11.1K2026-10-20
TFR Capital, Llc.
INCREASED1,1451,126+19+2%$227.0K$241.7K+$14.7K2026-11-09
SmartHarvest Portfolios, LLC
DECREASED1,1351,263-128-10%$254.7K$239.5K-$15.1K2026-10-26
AMG National Trust Bank
NEW1,129—+1,129——$238.3K—2026-11-05
Werba Rubin Papier Wealth Management
INCREASED1,1211,091+30+3%$220.0K$236.6K+$16.7K2026-11-06
Avidian Wealth Enterprises, LLC
NEW1,109—+1,109——$234.0K—2026-10-08
MW Advisory, LLC
NEW1,109—+1,109——$234.1K—2026-10-19
McLean Asset Management Corp
DECREASED1,1041,107-30%$227.6K$227.7K+$1222026-11-06
Sage Mountain Advisors LLC
UNCHANGED1,0991,09900%$221.5K$231.9K+$10.4K2026-11-02
Capital Investment Advisors, LLC
DECREASED1,0971,109-12-1%$223.7K$231.5K+$7.8K2026-10-22
Willner & Heller, LLC
UNCHANGED1,0941,09400%$220.5K$230.9K+$10.4K2026-10-28
Abel Hall, LLC
INCREASED1,0901,046+44+4%$210.9K$230.1K+$19.2K2026-10-19
Simon Quick Advisors, LLC
NEW1,087—+1,087——$229.4K—2026-10-26
Dynamic Advisor Solutions LLC
NEW1,066—+1,066——$225.0K—2026-10-13
Biltmore Family Office, LLC
UNCHANGED1,0621,06200%$214.1K$224.2K+$10.1K2026-11-03
Partners Wealth Management, LLC
NEW1,059—+1,059——$223.5K—2026-10-28
Cullen T Bankers, Inc.
INCREASED1,051930+121+13%$187.4K$221.8K+$34.4K2026-10-28
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
UNCHANGED1,0511,05100%$211.9K$221.8K+$10.0K2026-11-10
Mach-1 Financial Group, LLC
NEW1,041—+1,041——$219.7K—2026-11-06
Formidable Asset Management, LLC
UNCHANGED1,0331,03300%$215.9K$208.3K-$7.7K2026-11-03
Physicians Financial Services, Inc.
UNCHANGED1,0271,02700%$207$217+$102026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED1,0221,02200%$206.0K$215.7K+$9.7K2026-10-05
Wealthcare Advisory Partners LLC
DECREASED1,0191,096-77-7%$220.9K$215.0K-$5.9K2026-10-21
Kathmere Capital Management, LLC
DECREASED1,0181,251-233-19%$252.2K$214.9K-$37.3K2026-10-20
Dakota Community Bank & Trust NA
INCREASED1,012843+169+20%$170.0K$213.6K+$43.7K2026-10-09
Simplicity Wealth,LLC
NEW1,011—+1,011——$213.4K—2026-10-23
Annis Gardner Whiting Capital Advisors, LLC
INCREASED1,008995+13+1%$200.6K$212.8K+$12.2K2026-11-09
Busey Bank
DECREASED1,0041,011-7-1%$203.8K$211.9K+$8.1K2026-10-26
SJS Investment Consulting Inc.
INCREASED1,002128+874+683%$25.8K$211.5K+$185.7K2026-10-26
Wesbanco Bank Inc
UNCHANGED1,0001,00000%$201.6K$211.1K+$9.5K2026-11-04
Blue Trust, Inc.
INCREASED995935+60+6%$188.6K$209.9K+$21.4K2026-10-15
Western Wealth Management, LLC
DECREASED992994-20%$200.3K$209.4K+$9.1K2026-11-09
Wrapmanager Inc
DECREASED9901,358-368-27%$273.8K$209.0K-$64.8K2026-11-10
Smith Salley Wealth Management
DECREASED9851,005-20-2%$202.6K$207.9K+$5.3K2026-11-03
Highland Capital Management, LLC
NEW984—+984——$207.7K—2026-10-26
Essential Partners LLC
INCREASED979555+424+76%$111.9K$206.6K+$94.8K2026-10-14
Bison Wealth, LLC
NEW976—+976——$212.0K—2026-10-13
Missouri Trust & Investment Co
UNCHANGED97597500%$200.5K$205.8K+$5.3K2026-11-04
TCV Trust & Wealth Management, Inc.
NEW967—+967——$204.1K—2026-10-16
Golden State Wealth Management, LLC
DECREASED9651,034-69-7%$208.5K$203.8K-$4.8K2026-11-02
BankChampaign, National Association
DECREASED9631,195-232-19%$240.9K$203.3K-$37.7K2026-10-19
Alpha Omega Wealth Management LLC
NEW960—+960——$202.6K—2026-10-23
BIP Wealth, LLC
NEW960—+960——$202.6K—2026-10-22
Quantum Financial Advisors, LLC
NEW953—+953——$201.1K—2026-11-03
PDS Planning, Inc
INCREASED952913+39+4%$184.1K$200.9K+$16.9K2026-11-03
Leisure Capital Management
NEW949—+949——$200.3K—2026-11-03
Cromwell Holdings LLC
UNCHANGED93893800%$189.1K$198.0K+$8.9K2026-10-28
Nemes Rush Group LLC
DECREASED887895-8-1%$180.5K$187.1K+$6.6K2026-11-04
Rossby Financial, LCC
INCREASED860723+137+19%$145.8K$181.5K+$35.8K2026-11-05
Grove Bank & Trust
UNCHANGED81881800%$164.9K$172.7K+$7.7K2026-10-08
True Wealth Design, LLC
INCREASED786698+88+13%$140.7K$165.9K+$25.2K2026-10-13
Alerus Financial NA
INCREASED759722+37+5%$145.6K$160.2K+$14.6K2026-11-09
GHP Investment Advisors, Inc.
DECREASED758790-32-4%$159.3K$160.0K+$7272026-10-15
Asset Dedication, LLC
INCREASED681646+35+5%$130.2K$143.7K+$13.5K2026-11-03
Southern Michigan Bank & Trust
INCREASED648634+14+2%$127.8K$136.8K+$9.0K2026-10-19
Wilkerson Advisory Group LLC
DECREASED625667-42-6%$134.5K$131.9K-$2.5K2026-10-20
Bayforest Capital Ltd
DECREASED5941,465-871-59%$295.4K$125.4K-$170.0K2026-11-03
Deseret Mutual Benefit Administrators
UNCHANGED56656600%$114.1K$119.5K+$5.4K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED55655600%$112.1K$117.4K+$5.3K2026-10-09
Richardson Financial Services Inc.
INCREASED517388+129+33%$78.2K$109.1K+$30.9K2026-10-30
PFS Partners, LLC
UNCHANGED51651600%$103.9K$108.9K+$4.9K2026-10-21
Reap Financial Group, LLC
INCREASED505504+1+0%$101.5K$106.7K+$5.2K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED478388+90+23%$78.2K$100.9K+$22.7K2026-10-29
MTM Investment Management, LLC
DECREASED468500-32-6%$100.8K$98.8K-$2.0K2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED454459-5-1%$92.5K$95.8K+$3.3K2026-10-27
Bogart Wealth, LLC
INCREASED440403+37+9%$81.2K$92.9K+$11.6K2026-11-10
Harbor Capital Advisors, Inc.
DECREASED412572-160-28%$115$87-$282026-10-22
Zions Bancorporation, National Association
DECREASED396403-7-2%$81.2K$83.6K+$2.3K2026-11-06
Global X Japan Co., Ltd.
INCREASED394248+146+59%$50.0K$83.2K+$33.2K2026-10-21
Washington Trust Advisors, Inc.
INCREASED377329+48+15%$66.3K$79.6K+$13.2K2026-10-22
Spire Wealth Management
DECREASED371445-74-17%$89.7K$78.4K-$11.3K2026-10-30
Concord Wealth Partners
INCREASED362361+1+0%$72.9K$76.5K+$3.6K2026-11-02
Hilltop National Bank
DECREASED358368-10-3%$74.2K$75.6K+$1.4K2026-10-14
Measured Wealth Private Client Group, LLC
UNCHANGED35635600%$71.8K$75.1K+$3.4K2026-11-10
Community Bank, N.A.
INCREASED347215+132+61%$43.3K$73.2K+$29.9K2026-11-06
Adkins Seale Capital Management LLC
UNCHANGED33833800%$68.2K$71.4K+$3.2K2026-10-27
MV Capital Management, Inc.
INCREASED336332+4+1%$66.9K$70.9K+$4.0K2026-10-29
First Bancorp, Inc
UNCHANGED33333300%$67.1K$70.3K+$3.2K2026-10-26
State of Wyoming
DECREASED330960-630-66%$193.5K$69.7K-$123.9K2026-10-28
Mcdonald Partners LLC
UNCHANGED32732700%$65.9K$69.0K+$3.1K2026-11-03
TFC Financial Management, Inc.
UNCHANGED32332300%$65.1K$68.2K+$3.1K2026-10-26
Goodman Advisory Group, LLC
NEW322—+322——$68.0K—2026-11-02
Roble, Belko & Company, Inc
INCREASED322320+2+1%$65$69+$42026-11-09
Salomon & Ludwin, LLC
UNCHANGED30630600%$61.6K$64.6K+$2.9K2026-10-29
Financial Perspectives, Inc
UNCHANGED30430400%$61.3K$64.2K+$2.9K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED29629600%$59.7K$62.5K+$2.8K2026-10-23
Rothwell Investment Advisors, LLC
NEW292—+292——$61.7K—2026-11-06
Elevated Capital Advisors, LLC
UNCHANGED29029000%$58.5K$61.2K+$2.7K2026-11-04
Brown, Lisle Ings, Inc.
INCREASED279225+54+24%$45.4K$58.9K+$13.5K2026-10-16
Darwin Wealth Management, LLC
DECREASED27612,893-12,617-98%$2.6M$58.4K-$2.5M2026-11-09
Maseco LLP
NEW270—+270——$57.0K—2026-10-27
Birch Financial Group, LLC
NEW268—+268——$56.6K—2026-10-27
Acumen Wealth Advisors, LLC
DECREASED268271-3-1%$54.6K$56.6K+$1.9K2026-11-05
Motco
NEW256—+256——$54.0K—2026-11-09
Evelyn Partners Group Ltd
UNCHANGED24724700%$49.8K$52.1K+$2.3K2026-11-10
Elyxium Wealth, LLC
NEW241—+241——$50.9K—2026-10-27
Physician Wealth Advisors, Inc.
DECREASED240290-50-17%$58.5K$50.7K-$7.8K2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED24024000%$48.4K$50.7K+$2.3K2026-10-28
High Point Wealth Management, LLC
UNCHANGED23223200%$46.8K$49.0K+$2.2K2026-11-05
Blume Capital Management, Inc.
UNCHANGED22522500%$45.4K$47.5K+$2.1K2026-10-26
Fortitude Family Office, LLC
INCREASED211147+64+44%$29.6K$44.5K+$14.9K2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED21021000%$42.3K$44.3K+$2.0K2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED208200+8+4%$40.3K$43.9K+$3.6K2026-10-13
Rosenberg Matthew Hamilton
UNCHANGED20520500%$41.3K$43.3K+$1.9K2026-10-05
CoreCap Advisors, LLC
DECREASED202207-5-2%$41.7K$42.6K+$9052026-10-08
Duncker Streett & Co Inc
UNCHANGED20220200%$40.8K$42.7K+$1.9K2026-10-27
Signature Equity Partners, LLC
INCREASED201162+39+24%$32.7K$42.3K+$9.6K2026-10-29
American National Bank & Trust
DECREASED201229-28-12%$46.2K$42.4K-$3.7K2026-10-07
Costello Asset Management, Inc
UNCHANGED20020000%$40.3K$42.2K+$1.9K2026-10-30
Olistico Wealth, LLC
UNCHANGED20020000%$40.3K$42.2K+$1.9K2026-10-05
Geneos Wealth Management Inc.
INCREASED19099+91+92%$20.0K$40.1K+$20.1K2026-11-09
Coston, McIsaac & Partners
UNCHANGED19019000%$38$40.1K+$40.1K2026-11-06
Compass Financial Management LLC
NEW187—+187——$39.5K—2026-10-30
Creative Financial Designs Inc
UNCHANGED18718700%$37.7K$39.5K+$1.8K2026-11-04
Pflug Koory, LLC
UNCHANGED18018000%$36.3K$38.0K+$1.7K2026-10-26
JFS Wealth Advisors, LLC
INCREASED172163+9+6%$32.9K$36.3K+$3.4K2026-11-03
Jnba Financial Advisors
INCREASED161127+34+27%$25.5K$33.9K+$8.4K2026-11-03
Steph & Co
UNCHANGED16016000%$32.3K$33.8K+$1.5K2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED15315300%$30.8K$32.3K+$1.4K2026-10-21
Princeton Global Asset Management LLC
UNCHANGED15015000%$30.2K$31.7K+$1.4K2026-10-21
Bank & Trust Co
UNCHANGED14714700%$29.6K$31.0K+$1.4K2026-10-07
Financial Consulate, Inc
INCREASED14555+90+164%$11.1K$30.6K+$19.5K2026-10-23
Community Financial Services Group, LLC
UNCHANGED14414400%$29.0K$31.4K+$2.4K2026-10-15
Caldwell Trust Co
DECREASED140206-66-32%$41.5K$29.6K-$12.0K2026-10-30
Trust Co
UNCHANGED13513500%$27.2K$28.5K+$1.3K2026-10-09
Bfsg, LLC
INCREASED13495+39+41%$19.2K$28.3K+$9.1K2026-10-30
Bell Investment Advisors, Inc
INCREASED12882+46+56%$16.5K$27.0K+$10.5K2026-10-29
Center for Financial Planning, Inc.
INCREASED12659+67+114%$11.9K$26.6K+$14.7K2026-10-26
Mascoma Wealth Management LLC
INCREASED126115+11+10%$23.2K$26.6K+$3.4K2026-10-23
Independence Bank of Kentucky
NEW125—+125——$26.4K—2026-10-26
Bullock Wealth Management Group
DECREASED122165-43-26%$33.2K$26.6K-$6.7K2026-10-09
Private Wealth Management Group, LLC
INCREASED11967+52+78%$13.5K$25.1K+$11.6K2026-10-19
Hager Investment Management Services, LLC
INCREASED11988+31+35%$17.7K$25.1K+$7.4K2026-11-04
Bayban
DECREASED118195-77-39%$39.3K$24.9K-$14.4K2026-11-10
Boyd Watterson Asset Management LLC
UNCHANGED11011000%$22.2K$23.2K+$1.0K2026-11-06
Archer Investment Corp
UNCHANGED10810800%$21.8K$22.9K+$1.1K2026-11-05
Silver Grove Financial Group, Inc.
DECREASED107125-18-14%$25.2K$22.6K-$2.6K2026-11-05
Delta Asset Management LLC
UNCHANGED10710700%$21.6K$22.6K+$1.0K2026-11-10
Avion Wealth
DECREASED104110-6-5%$22$21-$12026-11-04
Owl Creek Wealth Partners LLC
UNCHANGED10410400%$21.0K$22.0K+$9852026-10-20
Strive Financial Group,LLC
INCREASED1027+95+1357%$1.4K$21.5K+$20.1K2026-11-09
Valued Wealth Advisors LLC
INCREASED9982+17+21%$16.6K$21.0K+$4.4K2026-11-05
CGC Financial Services, LLC
UNCHANGED989800%$19.8K$20.7K+$9282026-10-13
Elevation Wealth Partners, LLC
INCREASED9710+87+870%$2.0K$20.5K+$18.5K2026-10-07
City Holding Co
INCREASED9777+20+26%$15.5K$20.5K+$5.0K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED95550-455-83%$110.9K$20.0K-$90.8K2026-10-14
Key FInancial Inc
INCREASED9488+6+7%$17.7K$19.8K+$2.1K2026-11-02
Westside Investment Management, Inc.
UNCHANGED888800%$17.7K$18.6K+$8332026-11-02
Pension & Wealth Management Advisors, Inc.
NEW78—+78——$16.5K—2026-10-16
Strengthening Families & Communities, LLC
DECREASED7778-1-1%$15.7K$16.2K+$5772026-10-21
Centennial Bank
UNCHANGED757500%$15.1K$15.8K+$7102026-11-09
Gilpin Wealth Management, LLC
INCREASED7022+48+218%$4.4K$14.8K+$10.3K2026-10-09
Bare Financial Services, Inc
DECREASED66100-34-34%$20.2K$13.9K-$6.2K2026-11-04
Highline Wealth Partners LLC
DECREASED6670-4-6%$14.1K$13.9K-$1822026-10-19
Capital Advisors, Ltd. LLC
INCREASED6529+36+124%$6$14+$82026-10-27
SouthState Bank Corp
INCREASED6462+2+3%$12.5K$13.5K+$1.0K2026-11-09
RHL Group, LLC
UNCHANGED646400%$12.9K$13.5K+$5812026-11-04
High Note Wealth, LLC
INCREASED6325+38+152%$5.0K$13.3K+$8.3K2026-10-27
Highland Investment Advisors LLC
UNCHANGED616100%$12.3K$12.9K+$5782026-11-09
Pittenger & Anderson Inc
NEW60—+60——$12.7K—2026-11-02
Kingdom Financial Group Llc.
INCREASED6030+30+100%$6.0K$12.7K+$6.6K2026-11-04
Abound Wealth Management
UNCHANGED606000%$12.2K$12.8K+$5732026-10-26
Oakworth Capital, Inc.
UNCHANGED595900%$11.9K$12.5K+$5672026-10-26
Proathlete Wealth Management LLC
NEW57—+57——$12.0K—2026-10-15
Harbor Investment Advisory, LLC
INCREASED5743+14+33%$8.7K$12.0K+$3.4K2026-10-13
Holos Integrated Wealth LLC
NEW56—+56——$11.9K—2026-10-23
Bay Harbor Wealth Management, LLC
INCREASED5647+9+19%$9.5K$11.8K+$2.3K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED565600%$11$12+$12026-10-14
Clark Wealth Partners
INCREASED5515+40+267%$3.0K$11.6K+$8.6K2026-10-19
Torren Management, LLC
DECREASED5160-9-15%$12.1K$10.8K-$1.3K2026-10-29
City State Bank
UNCHANGED515100%$10.3K$10.8K+$4832026-10-20
Canton Hathaway, LLC
NEW50—+50——$10.6K—2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED5071-21-30%$14.3K$10.4K-$3.9K2026-10-28
Main Street Group, LTD
UNCHANGED505000%$10.1K$10.6K+$4732026-10-28
Albion Financial Group
NEW48—+48——$10.1K—2026-10-21
Lodestone Wealth Management LLC
UNCHANGED484800%$9.7K$10.1K+$4552026-10-14
Dogwood Wealth Management LLC
DECREASED4581-36-44%$16.3K$9.5K-$6.8K2026-11-09
WPG Advisers, LLC
UNCHANGED444400%$8.9K$9.3K+$4172026-10-27
Planning Strategies Inc.
INCREASED4235+7+20%$7.1K$8.9K+$1.8K2026-10-02
GoalVest Advisory LLC
NEW41—+41——$8.7K—2026-10-02
Cetera Trust Company, N.a
UNCHANGED414100%$8.3K$8.7K+$3882026-11-09
Ares Financial Consulting, LLC
UNCHANGED404000%$8.1K$8.4K+$3792026-10-19
Arlington Trust Co LLC
INCREASED3937+2+5%$7.5K$8.2K+$7722026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED393900%$7.9K$8.2K+$3702026-10-28
Laurel Wealth Advisors LLC
NEW35—+35——$7.4K—2026-10-27
Latitude Advisors, LLC
NEW34—+34——$7.2K—2026-10-27
Nvwm, LLC
INCREASED331+32+3200%$202$7.0K+$6.8K2026-10-14
Creative Capital Management Investments LLC
INCREASED3328+5+18%$5.6K$7.0K+$1.3K2026-10-28
Global Trust Asset Management, LLC
UNCHANGED333300%$6.7K$7.0K+$3132026-10-19
Quent Capital, LLC
INCREASED3212+20+167%$2.4K$6.6K+$4.2K2026-11-09
Cape Investment Advisory, Inc.
INCREASED3226+6+23%$5.2K$6.8K+$1.5K2026-10-13
Gen-Wealth Partners Inc
NEW30—+30——$6.2K—2026-11-04
Sterling Capital Management LLC
DECREASED305,233-5,203-99%$1.1M$6.3K-$1.0M2026-10-22
Bangor Savings Bank
DECREASED3051-21-41%$10.3K$6.3K-$4.0K2026-10-06
Burk Holdings LLC
INCREASED3013+17+131%$2.6K$6.3K+$3.7K2026-11-05
Godfrey Financial Associates, Inc.
DECREASED3033-3-9%$6.7K$6.3K-$3212026-11-10
Hughes Financial Services, LLC
UNCHANGED303000%$6.0K$6.7K+$6352026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED282800%$5.6K$5.9K+$2652026-10-16
James T. Borello RIA
INCREASED2720+7+35%$4.0K$5.7K+$1.7K2026-10-16
Caldwell Sutter Capital, Inc.
UNCHANGED272700%$5.4K$5.7K+$2562026-11-09
Buck Wealth Strategies, LLC
UNCHANGED262600%$5.2K$5.5K+$2462026-10-28
Atwood & Palmer Inc
UNCHANGED262600%$5.2K$5.5K+$2472026-10-08
Park Square Financial Group, LLC
UNCHANGED252500%$5.0K$5.3K+$2372026-11-09
Kings Path Partners LLC
DECREASED2363-40-63%$12.7K$4.9K-$7.8K2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED2342-19-45%$8.5K$4.9K-$3.6K2026-10-07
Reyes Financial Architecture, Inc.
NEW22—+22——$4.6K—2026-10-22
Transce3nd, LLC
NEW21—+21——$4.5K—2026-10-26
Gleason Group, Inc.
UNCHANGED202000%$4.0K$4.2K+$1902026-10-15
Union Savings Bank
UNCHANGED202000%$4.0K$4.2K+$1892026-10-14
Winch Advisory Services, LLC
UNCHANGED191900%$3.9K$4.1K+$1982026-11-06
Nfsg Corp
UNCHANGED181800%$3.6K$3.8K+$1702026-10-15
Addison Advisors LLC
INCREASED1714+3+21%$2.8K$3.6K+$7672026-11-06
Meramec Financial Planners, LLC
UNCHANGED171700%$3.5K$3.5K-$92026-11-09
Ascentis Wealth Management, LLC
NEW16—+16——$3.4K—2026-11-03
American Capital Advisory, LLC
INCREASED1514+1+7%$2.8K$3.2K+$3442026-10-28
Sunrise Financial Services, LLC
UNCHANGED151500%$3.0K$3.2K+$1422026-10-21
Plante Moran Financial Advisors, LLC
INCREASED141+13+1300%$202$3.0K+$2.8K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED131300%$3$3$02026-11-04
Nvest Wealth Strategies, Inc.
INCREASED122+10+500%$404$2.5K+$2.1K2026-10-14
Cypress Capital Management LLC (WY)
UNCHANGED121200%$2.4K$2.5K+$1142026-11-09
Retirement Wealth Solutions LLC
INCREASED115+6+120%$1.0K$2.3K+$1.3K2026-10-07
Comprehensive Financial Planning, Inc.
UNCHANGED111100%$2.2K$2.3K+$1032026-10-27
Mosley Wealth Management
UNCHANGED111100%$2.2K$2.3K+$1252026-10-16
Mechanics Financial Corp
DECREASED1016-6-37%$3.2K$2.1K-$1.1K2026-11-05
Triumph Capital Management
DECREASED1014-4-29%$2.8K$2.1K-$7122026-10-14
United Community Bank
UNCHANGED101000%$2.0K$2.1K+$952026-10-28
Wolff Wiese Magana LLC
UNCHANGED101000%$2.0K$2.1K+$942026-10-15
KFG LLC
NEW9—+9——$1.9K—2026-11-02
Davis Capital Management
INCREASED96+3+50%$1.2K$1.9K+$6902026-10-08
POM Investment Strategies, LLC
UNCHANGED9900%$1.8K$1.9K+$862026-10-20
Barnes Dennig Private Wealth Management LLC
NEW8—+8——$1.7K—2026-10-30
Navigoe, LLC
INCREASED71+6+600%$0$1+$12026-11-04
Quaker Wealth Management, LLC
INCREASED76+1+17%$1.2K$1.5K+$2682026-10-22
Kentucky Trust Co
UNCHANGED7700%$1.4K$1.5K+$672026-10-15
Tidemark, LLC
NEW6—+6——$1.3K—2026-11-09
WestEnd Advisors, LLC
UNCHANGED6600%$1.2K$1.3K+$562026-10-27
Birchwood Financial Partners, Inc.
NEW5—+5——$1.1K—2026-11-02
Ashurst Perkins Coie Trust Co
NEW5—+5——$1.1K—2026-10-15
DecisionPoint Financial, LLC
INCREASED54+1+25%$806$1.1K+$2832026-10-27
Three Bridge Wealth Advisors, LLC
NEW4—+4——$844—2026-11-05
Downshift Financial, LLC
INCREASED41+3+300%$202$844+$6422026-10-13
Decker Retirement Planning Inc.
UNCHANGED3300%$675$707+$322026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED3300%$605$634+$292026-10-15
UMB Private Wealth Management, LLC
NEW2—+2——$422—2026-10-19
Godsey & Gibb, Inc
NEW2—+2——$423—2026-10-14
Breakwater Investment Management
DECREASED23-1-33%$605$423-$1822026-10-20
Aspect Partners, LLC
UNCHANGED2200%$403$422+$192026-10-20
3 Factor Indexing, LLC
UNCHANGED2200%$404$423+$192026-10-15
GK Wealth Management LLC
NEW1—+1——$211—2026-10-09
StrongBox Wealth, LLC
NEW1—+1——$211—2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED1100%$202$212+$102026-10-15
Lloyd Advisory Services, Llc.
NEW0—0——$13—2026-11-02
Bowen Hanes & Co Inc
CLOSED0220,000-220,000-100%$46.0M$0-$46.0M2026-11-09
Aware Super Pty Ltd as trustee of Aware Super
CLOSED0143,338-143,338-100%$28.9M$0-$28.9M2026-10-30
Silvant Capital Management LLC
CLOSED026,280-26,280-100%$5.3M$0-$5.3M2026-11-09
Imc-Chicago, LLC
CLOSED013,260-13,260-100%$2.7M$0-$2.7M2026-11-05
AXS Investments LLC
CLOSED06,480-6,480-100%$1.3M$0-$1.3M2026-11-04
Dana Investment Advisors, Inc.
CLOSED05,033-5,033-100%$1.0M$0-$1.0M2026-11-06
Contravisory Investment Management, Inc.
CLOSED04,962-4,962-100%$1.0M$0-$1.0M2026-10-13
Hennessy Advisors Inc
CLOSED04,926-4,926-100%$993.1K$0-$993.1K2026-10-28
Simplex Trading, LLC
CLOSED03,664-3,664-100%$738.7K$0-$738.7K2026-11-04
Chesapeake Capital Corp
CLOSED03,632-3,632-100%$732.2K$0-$732.2K2026-11-09
Strategy Asset Managers LLC
CLOSED02,923-2,923-100%$589.3K$0-$589.3K2026-10-14
Wellington Shields & Co., LLC
CLOSED02,500-2,500-100%$504.0K$0-$504.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED01,871-1,871-100%$377.1K$0-$377.1K2026-10-27
Seed Wealth Management, Inc.
CLOSED01,683-1,683-100%$339.3K$0-$339.3K2026-10-20
Split Creek LLC DBA Split Creek Capital LLC
CLOSED01,498-1,498-100%$302.0K$0-$302.0K2026-11-02
Connor, Clark & Lunn Investment Management Ltd.
CLOSED01,412-1,412-100%$284.7K$0-$284.7K2026-11-10
R Squared Ltd
CLOSED01,382-1,382-100%$278.6K$0-$278.6K2026-11-06
Burkett Asset Management Ltd
CLOSED01,250-1,250-100%$252.0K$0-$252.0K2026-10-13
Meridian Wealth Partners, LLC
CLOSED01,216-1,216-100%$245.2K$0-$245.2K2026-11-09
Keudell ison Wealth Management
CLOSED01,134-1,134-100%$228.6K$0-$228.6K2026-10-16
Park National Corp
CLOSED01,086-1,086-100%$218.9K$0-$218.9K2026-10-05
Seelaus Asset Management LLC
CLOSED01,082-1,082-100%$218.1K$0-$218.1K2026-10-14
Cooper Financial Group
CLOSED01,074-1,074-100%$216.5K$0-$216.5K2026-10-07
Wealth Group, Ltd.
CLOSED01,027-1,027-100%$207$0-$2072026-10-30
Asset One Wealth Management LLC
CLOSED01,014-1,014-100%$204.2K$0-$204.2K2026-11-02
HBK Sorce Advisory LLC
CLOSED0918-918-100%$200.1K$0-$200.1K2026-11-06
Dara Capital US, Inc.
CLOSED0784-784-100%$158.1K$0-$158.1K2026-10-29
MCF Advisors LLC
CLOSED0493-493-100%$99.4K$0-$99.4K2026-10-28
Cornerstone Planning Group LLC
CLOSED0100-100-100%$20.0K$0-$20.0K2026-10-16
Salem Investment Counselors Inc
CLOSED089-89-100%$17.9K$0-$17.9K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED075-75-100%$15.1K$0-$15.1K2026-10-26
Solstein Capital, LLC
CLOSED064-64-100%$12.9K$0-$12.9K2026-11-02
Park Place Capital Corp
CLOSED064-64-100%$12.9K$0-$12.9K2026-11-09
Axiom Investment Management LLC
CLOSED055-55-100%$11.1K$0-$11.1K2026-11-03
Evermay Wealth Management LLC
CLOSED045-45-100%$9.1K$0-$9.1K2026-11-05
Evolution Wealth Management Inc.
CLOSED043-43-100%$8.7K$0-$8.7K2026-10-28
First Pacific Financial
CLOSED034-34-100%$6.9K$0-$6.9K2026-10-14
Heritage Wealth Advisors
CLOSED034-34-100%$6.9K$0-$6.9K2026-11-09
LifeSteps Financial, Inc.
CLOSED033-33-100%$6.7K$0-$6.7K2026-10-15
Robinswood Financial LLC
CLOSED020-20-100%$4.0K$0-$4.0K2026-10-20
Synergy Investment Management, LLC
CLOSED020-20-100%$4.0K$0-$4.0K2026-11-10
Fiduciary Advisors, Inc.
CLOSED014-14-100%$2.8K$0-$2.8K2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED010-10-100%$2.0K$0-$2.0K2026-10-29
Cedar Mountain Advisors, LLC
CLOSED010-10-100%$2.0K$0-$2.0K2026-10-15
Whipplewood Advisors, LLC
CLOSED09-9-100%$1.8K$0-$1.8K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$1.0K$0-$1.0K2026-10-29
Activest Wealth Management
CLOSED04-4-100%$806$0-$8062026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED03-3-100%$574$0-$5742026-10-16
Tounjian Advisory Partners, LLC
CLOSED02-2-100%$418$0-$4182026-11-04
BlackRock, Inc.
N/A—27,135,147-27,135,147-100%$5.5B———
Vanguard Capital Management LLC
N/A—19,042,728-19,042,728-100%$3.8B———
Dodge & COX
N/A—16,968,886-16,968,886-100%$3.4B———
Vanguard Portfolio Management LLC
N/A—16,820,847-16,820,847-100%$3.4B———
State Street Corp
N/A—13,639,381-13,639,381-100%$2.8B———
Wellington Management Group LLP
N/A—7,709,235-7,709,235-100%$1.6B———
Price T Rowe Associates Inc
N/A—7,659,100-7,659,100-100%$1.5M———
Ameriprise Financial Inc
N/A—6,627,960-6,627,960-100%$1.3B———
Bank of America Corp
N/A—5,593,891-5,593,891-100%$1.1B———
JPMorgan Chase & Co
N/A—3,724,101-3,724,101-100%$738.5M———
Clearbridge Investments, LLC
N/A—3,663,899-3,663,899-100%$738.7M———
Morgan Stanley
N/A—3,619,856-3,619,856-100%$729.8M———
Norges Bank
N/A—3,405,824-3,405,824-100%$686.6M———
Baird Financial Group, Inc.
N/A—3,237,914-3,237,914-100%$652.8M———
Harris Associates L P
N/A—3,047,993-3,047,993-100%$614.5M———
Invesco Ltd.
N/A—2,959,952-2,959,952-100%$596.8M———
Goldman Sachs Group Inc
N/A—2,936,281-2,936,281-100%$592.0M———
Northern Trust Corp
N/A—2,805,352-2,805,352-100%$565.6M———
Jupiter Topco LLC
N/A—2,749,063-2,749,063-100%$554.3M———
Arrowstreet Capital, Limited Partnership
N/A—2,689,170-2,689,170-100%$542.2M———
Legal & General Group Plc
N/A—2,434,688-2,434,688-100%$490.9M———
Charles Schwab Investment Management Inc
N/A—2,416,405-2,416,405-100%$487.2M———
Capital International Investors
N/A—2,274,426-2,274,426-100%$458.2M———
D. E. Shaw & Co., Inc.
N/A—2,229,471-2,229,471-100%$449.5M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—2,142,168-2,142,168-100%$431.9M———
Two Sigma Investments, LP
N/A—2,028,193-2,028,193-100%$408.9M———
Man Group plc
N/A—1,927,478-1,927,478-100%$388.6M———
Wells Fargo & Company
N/A—1,686,304-1,686,304-100%$340.0M———
Vanguard Fiduciary Trust Co
N/A—1,606,073-1,606,073-100%$323.8M———
T. Rowe Price Investment Management, Inc.
N/A—1,596,587-1,596,587-100%$321.9K———
First Pacific Advisors, LP
N/A—1,551,105-1,551,105-100%$312.7M———
SG Americas Securities, LLC
N/A—1,509,567-1,509,567-100%$304.3K———
Envestnet Asset Management Inc
N/A—1,504,559-1,504,559-100%$303.3M———
Jane Street Group, LLC
N/A—1,401,042-1,401,042-100%$282.5M———
AQR Capital Management LLC
N/A—1,385,998-1,385,998-100%$279.4M———
HSBC Holdings PLC
N/A—1,335,167-1,335,167-100%$269.1M———
Massachusetts Financial Services Co
N/A—1,324,699-1,324,699-100%$280.8M———
Hotchkis & Wiley Capital Management LLC
N/A—1,282,847-1,282,847-100%$258.6M———
Allianz Asset Management GmbH
N/A—1,228,036-1,228,036-100%$247.6M———
California Public Employees Retirement System
N/A—1,148,890-1,148,890-100%$231.6M———
National Pension Service
N/A—1,102,295-1,102,295-100%$222.2M———
London Co of Virginia
N/A—1,059,687-1,059,687-100%$213.6M———
EdgePoint Investment Group Inc.
N/A—1,045,642-1,045,642-100%$210.8M———
CIBC Bancorp USA Inc.
N/A—1,035,899-1,035,899-100%$209.3M———
American Century Companies Inc
N/A—1,029,293-1,029,293-100%$207.5M———
Alyeska Investment Group, L.P.
N/A—849,218-849,218-100%$171.2M———
Swiss National Bank
N/A—827,700-827,700-100%$166.9M———
Boston Partners
N/A—803,768-803,768-100%$162.0M———
Rockefeller Capital Management L.P.
N/A—767,554-767,554-100%$154.7M———
BNP Paribas Financial Markets
N/A—692,642-692,642-100%$139.6M———
BNP Paribas Asset Management Holding S.A.
N/A—632,689-632,689-100%$127.5M———
Vanguard Global Advisers, LLC
N/A—628,753-628,753-100%$126.8M———
Millennium Management LLC
N/A—607,884-607,884-100%$122.6M———
Alliancebernstein L.P.
N/A—606,569-606,569-100%$126.8M———
Royal Bank of Canada
N/A—582,617-582,617-100%$117.5M———
Fifthdelta Ltd
N/A—581,596-581,596-100%$117.3M———
Raymond James Financial Inc
N/A—563,130-563,130-100%$113.5M———
First Trust Advisors LP
N/A—562,176-562,176-100%$113.3M———
Vanguard Asset Management, Ltd
N/A—546,443-546,443-100%$110.2M———
Crawford Investment Counsel Inc
N/A—538,437-538,437-100%$108.6M———
Adage Capital Partners GP, L.L.C.
N/A—510,144-510,144-100%$102.9M———
California State Teachers Retirement System
N/A—458,695-458,695-100%$92.5M———
Franklin Resources Inc
N/A—440,261-440,261-100%$88.8M———
Bridgewater Associates, LP
N/A—426,718-426,718-100%$86.0M———
Altrinsic Global Advisors LLC
N/A—411,744-411,744-100%$83.0M———
Commerce Bank
N/A—408,099-408,099-100%$82.3M———
Lazard Asset Management LLC
N/A—407,207-407,207-100%$82.1M———
Nomura Asset Management Co LTD
N/A—402,321-402,321-100%$81.1M———
TD Asset Management Inc
N/A—365,821-365,821-100%$73.8M———
Woodline Partners LP
N/A—360,478-360,478-100%$72.7M———
Renaissance Technologies LLC
N/A—357,000-357,000-100%$72.0M———
Clark Capital Management Group, Inc.
N/A—349,264-349,264-100%$70.4M———
Rhumbline Advisers
N/A—327,698-327,698-100%$66.1M———
Marshall Wace, LLP
N/A—302,800-302,800-100%$61.0M———
Tudor Investment Corp ET AL
N/A—292,735-292,735-100%$59.0M———
Capital Fund Management S.A.
N/A—285,142-285,142-100%$57.5M———
APG Asset Management N.V.
N/A—280,753-280,753-100%$49.5M———
Credit Agricole S A
N/A—268,910-268,910-100%$54.2M———
Aviva PLC
N/A—257,105-257,105-100%$51.8M———
Voloridge Investment Management, LLC
N/A—256,435-256,435-100%$51.7M———
Qube Research & Technologies Ltd
N/A—255,389-255,389-100%$51.5M———
Quantinno Capital Management LP
N/A—253,927-253,927-100%$51.2M———
Teacher Retirement System of Texas
N/A—241,697-241,697-100%$48.7M———
Vinva Investment Management Ltd
N/A—238,381-238,381-100%$47.3M———
Panagora Asset Management Inc
N/A—238,055-238,055-100%$48.0M———
Manufacturers Life Insurance Company, the
N/A—233,816-233,816-100%$47.1M———
LFL Advisers, LLC
N/A—232,769-232,769-100%$46.9M———
Haverford Trust Co
N/A—210,305-210,305-100%$42.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—203,729-203,729-100%$41.1M———
Stifel Financial Corp
N/A—190,496-190,496-100%$38.4M———
Mariner, LLC
N/A—188,650-188,650-100%$38.0M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—187,126-187,126-100%$37.7M———
State of Wisconsin Investment Board
N/A—177,647-177,647-100%$35.8M———
Janney Montgomery Scott LLC
N/A—173,915-173,915-100%$35.1K———
National Bank of Canada
N/A—173,345-173,345-100%$35.0M———
Korea Investment Corp
N/A—168,031-168,031-100%$33.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—166,489-166,489-100%$33.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—157,149-157,149-100%$31.7M———
QRG Capital Management, Inc.
N/A—154,278-154,278-100%$31.1M———
Mercer Global Advisors Inc
N/A—153,710-153,710-100%$31.0M———
Royal London Asset Management LTD
N/A—148,111-148,111-100%$29.9M———
Natixis Advisors, LLC
N/A—148,032-148,032-100%$29.8K———
Caisse de Depot ET Placement DU Quebec
N/A—142,611-142,611-100%$28.8M———
Chevy Chase Trust Holdings, LLC
N/A—141,501-141,501-100%$28.5M———
Vanguard Investments Australia, Ltd.
N/A—141,158-141,158-100%$28.5M———
Worldquant Millennium Advisors LLC
N/A—140,462-140,462-100%$28.3M———
Madison Asset Management, LLC
N/A—136,176-136,176-100%$27.5M———
Citadel Advisors LLC
N/A—132,834-132,834-100%$26.8M———
Advisors Capital Management, LLC
N/A—127,123-127,123-100%$25.6M———
Glenmede Trust Co NA
N/A—124,133-124,133-100%$25.0M———
Capitolis Liquid Global Markets LLC
N/A—121,037-121,037-100%$24.4M———
Summitry LLC
N/A—119,752-119,752-100%$24.1M———
Peapack Gladstone Financial Corp
N/A—118,924-118,924-100%$24.0K———
Trexquant Investment LP
N/A—118,186-118,186-100%$23.8M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—118,034-118,034-100%$23.8M———
Silvercrest Asset Management Group LLC
N/A—115,497-115,497-100%$23.3M———
Osaic Holdings, Inc.
N/A—114,788-114,788-100%$23.1M———
Capital International, Inc.
N/A—106,558-106,558-100%$21.5M———
Foresight Group Ltd Liability Partnership
N/A—105,882-105,882-100%$21.3M———
Rafferty Asset Management, LLC
N/A—99,267-99,267-100%$20.0M———
Gabelli Funds LLC
N/A—99,000-99,000-100%$20.0M———
Empowered Funds, LLC
N/A—96,460-96,460-100%$19.4M———
State of Tennessee, Department of Treasury
N/A—95,080-95,080-100%$19.2M———
Becker Capital Management Inc
N/A—91,193-91,193-100%$18.4M———
Neuberger Berman Group LLC
N/A—84,615-84,615-100%$17.1M———
LMR Partners LLP
N/A—84,003-84,003-100%$16.9M———
Distillate Capital Partners LLC
N/A—83,842-83,842-100%$16.9M———
Cetera Investment Advisers
N/A—83,406-83,406-100%$16.8M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—77,485-77,485-100%$15.6M———
Ensign Peak Advisors, Inc
N/A—77,314-77,314-100%$15.6M———
NorthCoast Asset Management LLC
N/A—74,782-74,782-100%$15.1M———
Tredje Ap-fonden
N/A—70,670-70,670-100%$14.2M———
Andra Ap-fonden
N/A—70,594-70,594-100%$14.2M———
Resona Asset Management Co.,Ltd.
N/A—70,386-70,386-100%$14.2M———
Point72 Asset Management, L.P.
N/A—69,300-69,300-100%$14.0M———
Northwest & Ethical Investments L.P.
N/A—69,043-69,043-100%$13.9M———
DnB Asset Management AS
N/A—68,909-68,909-100%$13.9M———
Daiichi Life Insurance Co., Ltd.
N/A—67,455-67,455-100%$13.6M———
Capital World Investors
N/A—66,208-66,208-100%$13.3M———
Intesa Sanpaolo S.p.A.
N/A—65,182-65,182-100%$13.1M———
Cerity Partners LLC
N/A—64,157-64,157-100%$12.9M———
Focus Partners Wealth
N/A—63,941-63,941-100%$12.9M———
Susquehanna International Group, LLP
N/A—63,917-63,917-100%$12.9M———
MML Investors Services, LLC
N/A—63,253-63,253-100%$12.8M———
Benjamin Edwards Inc
N/A—62,370-62,370-100%$12.6M———
SIT Investment Associates Inc
N/A—62,127-62,127-100%$12.5K———
MetLife Investment Management, LLC
N/A—62,013-62,013-100%$12.5M———
Sanctuary Advisors, LLC
N/A—61,380-61,380-100%$12.4M———
Jump Financial, LLC
N/A—59,704-59,704-100%$12.0M———
Pacer Advisors, Inc.
N/A—59,463-59,463-100%$12.0K———
USS Investment Management Ltd
N/A—58,988-58,988-100%$11.9M———
Goodnow Investment Group, LLC
N/A—56,800-56,800-100%$11.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—55,989-55,989-100%$11.2M———
Horizon Investments, LLC
N/A—50,704-50,704-100%$10.2M———
Flputnam Investment Management Co
N/A—50,588-50,588-100%$10.2M———
Fora Capital, LLC
N/A—50,478-50,478-100%$10.2M———
XTX Topco Ltd
N/A—49,569-49,569-100%$10.0M———
Vanguard Personalized Indexing Management, LLC
N/A—48,027-48,027-100%$9.7M———
Tidal Investments LLC
N/A—47,226-47,226-100%$9.5M———
Engineers Gate Manager LP
N/A—46,918-46,918-100%$9.5M———
O'shaughnessy Asset Management, LLC
N/A—46,179-46,179-100%$9.3M———
Sone Capital Management, LLC
N/A—45,810-45,810-100%$9.2M———
British Columbia Investment Management Corp
N/A—43,966-43,966-100%$8.9M———
Cresset Asset Management, LLC
N/A—43,740-43,740-100%$8.8M———
Macquarie Group LTD
N/A—43,710-43,710-100%$8.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—43,623-43,623-100%$8.8M———
Vestmark Advisory Solutions, Inc.
N/A—41,956-41,956-100%$8.5M———
Boothbay Fund Management, LLC
N/A—41,708-41,708-100%$8.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—38,485-38,485-100%$7.8K———
Elo Mutual Pension Insurance Co
N/A—38,436-38,436-100%$7.7M———
Captrust Financial Advisors
N/A—38,180-38,180-100%$7.7M———
Jones Financial Companies Lllp
N/A—37,629-37,629-100%$7.4M———
Boston Family Office LLC
N/A—36,904-36,904-100%$7.4K———
Voleon Capital Management LP
N/A—35,043-35,043-100%$7.1M———
Mediolanum International Funds Ltd
N/A—34,164-34,164-100%$6.8M———
Pathstone Holdings, LLC
N/A—34,109-34,109-100%$6.9M———
Callan Family Office, LLC
N/A—33,363-33,363-100%$6.7M———
NewEdge Wealth, LLC
N/A—32,696-32,696-100%$6.6M———
Occudo Quantitative Strategies LP
N/A—32,412-32,412-100%$6.5M———
Paradiem, LLC
N/A—31,861-31,861-100%$6.4M———
Quadrature Capital Ltd
N/A—31,596-31,596-100%$6.4M———
Omers Administration Corp
N/A—31,502-31,502-100%$6.4M———
Arax Advisory Partners
N/A—30,300-30,300-100%$6.1M———
ABN Amro Bank N.V.
N/A—29,202-29,202-100%$5.9M———
Utah Retirement Systems
N/A—29,103-29,103-100%$5.9M———
Berger Financial Group, Inc
N/A—28,892-28,892-100%$5.8M———
&partners
N/A—28,751-28,751-100%$5.8M———
Zurich Insurance Group Ltd
N/A—28,151-28,151-100%$5.7M———
Gotham Asset Management, LLC
N/A—27,884-27,884-100%$5.6M———
NewEdge Advisors, LLC
N/A—27,746-27,746-100%$5.6M———
J. Goldman & Co LP
N/A—27,451-27,451-100%$5.5M———
Ossiam
N/A—26,896-26,896-100%$5.4M———
Saranac Partners Ltd
N/A—25,641-25,641-100%$5.2M———
Foster & Motley Inc
N/A—25,438-25,438-100%$5.1K———
UBS Asset Management Americas LLC
N/A—25,188-25,188-100%$5.1M———
PDT Partners, LLC
N/A—24,686-24,686-100%$5.0M———
Brasada Capital Management, LP
N/A—24,410-24,410-100%$4.9M———
Allstate Corp
N/A—24,404-24,404-100%$4.9M———
Dark Forest Capital Management LP
N/A—23,388-23,388-100%$4.7M———
Orion Porfolio Solutions, LLC
N/A—22,788-22,788-100%$4.6M———
Prudential Financial Inc
N/A—22,631-22,631-100%$4.6M———
Cary Street Partners Financial LLC
N/A—21,550-21,550-100%$4.3M———
Nomura Holdings Inc
N/A—21,471-21,471-100%$4.3M———
Pragma Gestao de Patrimonio LTD
N/A—21,200-21,200-100%$4.3M———
Entropy Technologies, LP
N/A—21,072-21,072-100%$4.2M———
Aristotle Atlantic Partners, LLC
N/A—20,000-20,000-100%$4.0M———
Glassy Mountain Advisors, Inc.
N/A—19,714-19,714-100%$4.0M———
State Board of Administration of Florida Retirement System
N/A—19,452-19,452-100%$3.9M———
Aptus Capital Advisors, LLC
N/A—19,325-19,325-100%$3.9M———
Northwestern Mutual Wealth Management Co
N/A—19,306-19,306-100%$3.9M———
Bradley Foster & Sargent Inc
N/A—19,303-19,303-100%$3.9M———
Investment Management Corp of Ontario
N/A—18,754-18,754-100%$3.8M———
Federation des caisses Desjardins du Quebec
N/A—18,744-18,744-100%$3.8M———
Hilton Capital Management, LLC
N/A—18,696-18,696-100%$3.8M———
Icon Wealth Advisors, LLC
N/A—18,519-18,519-100%$3.7M———
Heartland Advisors Inc
N/A—18,319-18,319-100%$3.7M———
Core Alternative Capital
N/A—18,255-18,255-100%$3.7M———
ClearAlpha Technologies LP
N/A—18,084-18,084-100%$3.6M———
Security National Bank of Sioux City Iowa
N/A—17,918-17,918-100%$3.6M———
Campbell & Co Investment Adviser LLC
N/A—17,873-17,873-100%$3.6M———
Norinchukin Bank, The
N/A—17,206-17,206-100%$3.5M———
Brown Advisory Inc
N/A—17,051-17,051-100%$3.4M———
Winton Group Ltd
N/A—16,486-16,486-100%$3.3M———
Group One Trading LLC
N/A—15,795-15,795-100%$3.2M———
IQ EQ Fund Management (Ireland) Ltd
N/A—15,022-15,022-100%$3.0M———
Composition Wealth, LLC
N/A—14,992-14,992-100%$3.0M———
Horizon Investment Services, LLC
N/A—14,619-14,619-100%$2.9M———
Public Employees Retirement System of Ohio
N/A—14,378-14,378-100%$2.9M———
Advisors Asset Management, Inc.
N/A—14,366-14,366-100%$2.9M———
Vident Advisory, LLC
N/A—13,764-13,764-100%$2.8M———
Principal Securities, Inc.
N/A—13,653-13,653-100%$2.8M———
Optimize Financial Inc.
N/A—13,566-13,566-100%$2.7M———
Sound Capital Solutions LLC
N/A—13,566-13,566-100%$2.7M———
Allianz SE
N/A—13,509-13,509-100%$2.7M———
Walleye Trading LLC
N/A—13,468-13,468-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—13,097-13,097-100%$2.6M———
Integrated Quantitative Investments LLC
N/A—12,735-12,735-100%$2.6M———
IAT Reinsurance Co Ltd.
N/A—12,500-12,500-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—12,099-12,099-100%$2.4M———
Vista Investment Management
N/A—12,008-12,008-100%$2.4M———
Summit Trail Advisors, LLC
N/A—11,904-11,904-100%$2.4M———
Sequoia Financial Advisors, LLC
N/A—11,772-11,772-100%$2.4M———
Mufg Securities Emea plc
N/A—11,425-11,425-100%$2.3M———
Brown Brothers Harriman & Co
N/A—11,288-11,288-100%$2.3M———
Envestnet Portfolio Solutions, Inc.
N/A—11,104-11,104-100%$2.2M———
Security National Bank of SO DAK
N/A—10,840-10,840-100%$2.2M———
Vestcor Inc
N/A—10,801-10,801-100%$2.2K———
Transcend Capital Advisors, LLC
N/A—10,672-10,672-100%$2.2M———
Meeder Advisory Services, Inc.
N/A—10,611-10,611-100%$2.1M———
Cape COD Five Cents Savings Bank
N/A—10,481-10,481-100%$2.1M———
Prudential PLC
N/A—10,254-10,254-100%$2.1M———
Coastal Bridge Advisors, LLC
N/A—10,028-10,028-100%$2.0M———
BLI - Banque de Luxembourg Investments
N/A—10,000-10,000-100%$2.0M———
Banque Cantonale Vaudoise
N/A—9,979-9,979-100%$2.0K———
J. Stern & Co. LLP
N/A—9,954-9,954-100%$2.0M———
Cumberland Partners Ltd
N/A—9,945-9,945-100%$2.0M———
Quantbot Technologies LP
N/A—9,931-9,931-100%$2.0M———
ExodusPoint Capital Management, LP
N/A—9,907-9,907-100%$2.0M———
Metis Global Partners, LLC
N/A—9,594-9,594-100%$1.9M———
Schonfeld Strategic Advisors LLC
N/A—9,286-9,286-100%$1.9M———
Snowden Capital Advisors LLC
N/A—9,186-9,186-100%$1.9M———
MAI Capital Management
N/A—9,089-9,089-100%$1.8M———
Atlantic Union Bankshares Corp
N/A—9,040-9,040-100%$1.8M———
Advisory Services Network, LLC
N/A—8,984-8,984-100%$1.8M———
Quantitative Investment Management, LLC
N/A—8,981-8,981-100%$1.8K———
Venturi Wealth Management, LLC
N/A—8,882-8,882-100%$1.8M———
Mufg Securities Americas Inc.
N/A—8,792-8,792-100%$1.8M———
Virtus Investment Advisers, LLC
N/A—8,603-8,603-100%$1.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—8,454-8,454-100%$1.7M———
Capital Group Private Client Services, Inc.
N/A—8,443-8,443-100%$1.7M———
New York State Common Retirement Fund
N/A—8,435-8,435-100%$1.7M———
Keebeck Wealth Management
N/A—8,284-8,284-100%$1.7M———
Caprock Group, LLC
N/A—8,255-8,255-100%$1.7M———
Stephens Inc
N/A—8,200-8,200-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—8,200-8,200-100%$1.7M———
E Fund Management Co., Ltd.
N/A—7,923-7,923-100%$1.6M———
CI Investments Inc.
N/A—7,748-7,748-100%$1.6M———
Independent Advisor Alliance
N/A—7,657-7,657-100%$1.5M———
Gamco Investors, Inc. ET AL
N/A—7,405-7,405-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—7,240-7,240-100%$1.5M———
Dakota Wealth Management
N/A—7,154-7,154-100%$1.4M———
CSS LLC
N/A—6,990-6,990-100%$1.4M———
Wahed Invest LLC
N/A—6,950-6,950-100%$1.4M———
Davis R M Inc
N/A—6,920-6,920-100%$1.4M———
Balyasny Asset Management L.P.
N/A—6,854-6,854-100%$1.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—6,779-6,779-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—6,704-6,704-100%$1.4M———
Ballentine Partners, LLC
N/A—6,552-6,552-100%$1.3M———
AE Wealth Management LLC
N/A—6,543-6,543-100%$1.3M———
Sivia Capital Partners, LLC
N/A—6,504-6,504-100%$1.3M———
Saturna Capital Corp
N/A—6,458-6,458-100%$1.3M———
Logan Capital Management Inc
N/A—6,449-6,449-100%$1.3M———
Fiduciary Trust Co
N/A—6,387-6,387-100%$1.3M———
Two Sigma Securities, LLC
N/A—6,156-6,156-100%$1.2M———
Advyzon Investment Management, LLC
N/A—5,984-5,984-100%$1.2M———
Stance Capital LLC
N/A—5,858-5,858-100%$1.2M———
Havemeyer Place LP
N/A—5,815-5,815-100%$1.2M———
Potomac Fund Management Inc
N/A—5,808-5,808-100%$1.2M———
Centiva Capital, LP
N/A—5,791-5,791-100%$1.2M———
Private Advisor Group, LLC
N/A—5,783-5,783-100%$1.2M———
Shay Capital LLC
N/A—5,750-5,750-100%$1.2M———
Advocacy Wealth Management, LLC
N/A—5,747-5,747-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—5,707-5,707-100%$1.2M———
Qtron Investments LLC
N/A—5,549-5,549-100%$1.1M———
Stevens Capital Management LP
N/A—5,497-5,497-100%$1.1K———
Guggenheim Capital LLC
N/A—5,492-5,492-100%$1.1M———
AXQ Capital, LP
N/A—5,462-5,462-100%$1.1M———
Johnson Financial Group, Inc.
N/A—5,460-5,460-100%$1.1M———
Syon Capital LLC
N/A—5,381-5,381-100%$1.1M———
Frec Markets, Inc.
N/A—5,261-5,261-100%$1.1M———
SOA Wealth Advisors, Llc.
N/A—5,235-5,235-100%$28.0K———
BW Gestao de Investimentos Ltda.
N/A—5,200-5,200-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—4,950-4,950-100%$997.9K———
New Age Alpha Advisors, LLC
N/A—4,926-4,926-100%$993.1K———
Prepared Retirement Institute LLC
N/A—4,886-4,886-100%$985.1K———
Dynamic Technology Lab Private Ltd
N/A—4,812-4,812-100%$970.0K———
Avanda Investment Management Pte. Ltd.
N/A—4,800-4,800-100%$967.7K———
AlphaGrep UK Ltd
N/A—4,769-4,769-100%$961.5K———
Marex Group Ltd
N/A—4,763-4,763-100%$960.3K———
Banco de Sabadell, S.a
N/A—4,651-4,651-100%$935———
Evolve Private Wealth, LLC
N/A—4,629-4,629-100%$934.4K———
Equitable Holdings, Inc.
N/A—4,409-4,409-100%$889.0K———
Focus Partners Advisor Solutions, LLC
N/A—4,394-4,394-100%$886.0K———
CreativeOne Wealth, LLC
N/A—4,375-4,375-100%$882.0K———
SageView Advisory Group, LLC
N/A—4,268-4,268-100%$860.4K———
Edmond de Rothschild Holding S.A.
N/A—4,236-4,236-100%$854.0K———
SIH Partners, Lllp
N/A—4,098-4,098-100%$826.2K———
HRT Financial LP
N/A—4,077-4,077-100%$821———
Maverick Capital LTD
N/A—3,851-3,851-100%$776.4K———
Groupama Asset Managment
N/A—3,848-3,848-100%$763.1K———
EP Wealth Advisors, LLC
N/A—3,816-3,816-100%$769.4K———
Wealthspire Advisors, LLC
N/A—3,797-3,797-100%$765.6K———
Port Capital LLC
N/A—3,733-3,733-100%$752.6K———
Fidelis Capital Partners, LLC
N/A—3,728-3,728-100%$751.6K———
Huber Capital Management LLC
N/A—3,657-3,657-100%$737.3K———
Garden State Investment Advisory Services LLC
N/A—3,610-3,610-100%$727.7K———
HM Payson & Co
N/A—3,511-3,511-100%$707.8K———
Prelude Capital Management, LLC
N/A—3,487-3,487-100%$703.0K———
Evercore Wealth Management, LLC
N/A—3,435-3,435-100%$692.5K———
Wealth Alliance, LLC
N/A—3,434-3,434-100%$692.3K———
Sierra Legacy Group
N/A—3,430-3,430-100%$691.5K———
Sumitomo Life Insurance Co
N/A—3,412-3,412-100%$687.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,405-3,405-100%$686.5K———
Pallas Capital Advisors LLC
N/A—3,363-3,363-100%$677.9K———
1248 Management, LLC
N/A—3,347-3,347-100%$674.8K———
FOX RUN Management, L.L.C.
N/A—3,302-3,302-100%$665.7K———
Baader Bank Aktiengesellschaft
N/A—3,270-3,270-100%$659.3K———
Clifford Group, LLC
N/A—3,256-3,256-100%$656.5K———
Private Wealth Asset Management, LLC
N/A—3,140-3,140-100%$633.1K———
Chesapeake Asset Management LLC
N/A—2,993-2,993-100%$603.4K———
Waverly Advisors, LLC
N/A—2,933-2,933-100%$591.4K———
Pinnacle Financial Partners, Inc.
N/A—2,927-2,927-100%$590.3K———
Johnson Investment Counsel Inc
N/A—2,909-2,909-100%$586.5K———
Modern Wealth Management, LLC
N/A—2,814-2,814-100%$567.1K———
World Investment Advisors
N/A—2,790-2,790-100%$580.0K———
Gateway Wealth Partners, LLC
N/A—2,772-2,772-100%$558.9K———
Magnetar Financial LLC
N/A—2,759-2,759-100%$556.2K———
FWL Investment Management, LLC
N/A—2,741-2,741-100%$552.6K———
GSA Capital Partners LLP
N/A—2,658-2,658-100%$536———
Arkadios Wealth Advisors
N/A—2,619-2,619-100%$528.1K———
Ameritas Investment Partners, Inc.
N/A—2,560-2,560-100%$516.1K———
Main Street Financial Solutions, LLC
N/A—2,553-2,553-100%$514.6K———
Kera Capital Partners, Inc.
N/A—2,548-2,548-100%$513.7K———
Headlands Technologies LLC
N/A—2,535-2,535-100%$511.1K———
Martingale Asset Management L P
N/A—2,524-2,524-100%$508.9K———
Insigneo Advisory Services, LLC
N/A—2,436-2,436-100%$491.2K———
South Plains Financial, Inc.
N/A—2,392-2,392-100%$482.2K———
RiverFront Investment Group, LLC
N/A—2,390-2,390-100%$481.8K———
Westwood Holdings Group Inc
N/A—2,306-2,306-100%$464.9K———
Checchi Capital Advisers, LLC
N/A—2,295-2,295-100%$462.7K———
JT Stratford LLC
N/A—2,229-2,229-100%$449.4K———
Storgate, LLC
N/A—2,209-2,209-100%$445.4K———
GeoWealth Management, LLC
N/A—2,175-2,175-100%$438.5K———
Catalyst Funds Management Pty Ltd
N/A—2,150-2,150-100%$433.5K———
Polymer Capital Management (US) LLC
N/A—2,126-2,126-100%$428.6K———
First Manhattan Co. Llc.
N/A—2,125-2,125-100%$428.4K———
WealthTrust Axiom LLC
N/A—2,100-2,100-100%$423.4K———
Science & Technology Partners, L.P.
N/A—2,094-2,094-100%$422.2K———
Shelton Capital Management
N/A—2,092-2,092-100%$421.8K———
Essex Financial Services, Inc.
N/A—2,063-2,063-100%$416.0K———
Midwestern Financial, LLC
N/A—2,023-2,023-100%$407.9K———
Graham Capital Management, L.P.
N/A—1,988-1,988-100%$400.8K———
Summit Financial, LLC
N/A—1,955-1,955-100%$394.1K———
Dorsey & Whitney Trust Co LLC
N/A—1,949-1,949-100%$392.9K———
Patron Partners, LLC
N/A—1,924-1,924-100%$387.9K———
Roehl & Yi Investment Advisors, LLC
N/A—1,919-1,919-100%$386.9K———
Marble Wealth, LLC
N/A—1,914-1,914-100%$385.8K———
Beck Bode, LLC
N/A—1,913-1,913-100%$385.8K———
Basecamp Wealth Advisors LLC
N/A—1,904-1,904-100%$383.9K———
NorthRock Partners, LLC
N/A—1,890-1,890-100%$381.0K———
Tripletail Wealth Management, LLC
N/A—1,886-1,886-100%$372.4K———
Zacks Investment Management
N/A—1,881-1,881-100%$379.3K———
Walter & Keenan Wealth Management LLC
N/A—1,865-1,865-100%$376.0K———
Foundations Investment Advisors, LLC
N/A—1,862-1,862-100%$375.3K———
Choate Investment Advisors
N/A—1,835-1,835-100%$370.0K———
Keel Point, LLC
N/A—1,835-1,835-100%$370.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,815-1,815-100%$365.9K———
IEQ Capital, LLC
N/A—1,748-1,748-100%$352.4K———
PFG Investments, LLC
N/A—1,701-1,701-100%$342.8K———
L2 Asset Management, LLC
N/A—1,667-1,667-100%$336.1K———
CFO4Life Group, LLC
N/A—1,621-1,621-100%$326.7K———
Quotient Wealth Partners, LLC
N/A—1,566-1,566-100%$315.6K———
Savvy Advisors, Inc.
N/A—1,562-1,562-100%$315.0K———
Kingsview Wealth Management, LLC
N/A—1,561-1,561-100%$314.7K———
Phillips Wealth Planners LLC
N/A—1,553-1,553-100%$307.2K———
Empower Advisory Group, LLC
N/A—1,539-1,539-100%$310.3K———
Osmosis Investment Management UK Ltd
N/A—1,527-1,527-100%$307.9K———
Maridea Wealth Management LLC
N/A—1,488-1,488-100%$300.1K———
One Capital Management, LLC
N/A—1,488-1,488-100%$311.0K———
GTS Securities LLC
N/A—1,484-1,484-100%$299.2K———
Cambient Family Office, LLC
N/A—1,478-1,478-100%$298.0K———
Transamerica Financial Advisors, LLC
N/A—1,463-1,463-100%$295.1K———
Rehmann Capital Advisory Group
N/A—1,458-1,458-100%$292.8K———
Estabrook Capital Management
N/A—1,444-1,444-100%$291.1K———
Oxford Asset Management LLP
N/A—1,437-1,437-100%$289.7K———
Hilltop Holdings Inc.
N/A—1,382-1,382-100%$278.6K———
Mattson Financial Services, LLC
N/A—1,358-1,358-100%$275.1K———
Pointe Capital Management LLC
N/A—1,347-1,347-100%$271.6K———
Fukoku Mutual Life Insurance Co
N/A—1,344-1,344-100%$271.0K———
Kiley Juergens Wealth Management, LLC
N/A—1,337-1,337-100%$269.6K———
Cinctive Capital Management LP
N/A—1,326-1,326-100%$267.3K———
EWA, LLC
N/A—1,325-1,325-100%$267.2K———
Mosaic Family Wealth Partners, LLC
N/A—1,301-1,301-100%$262.3K———
Pacific Point Advisors, LLC
N/A—1,300-1,300-100%$262.1K———
Brown Financial Advisors
N/A—1,285-1,285-100%$259.1K———
Iron Gate Global Advisors LLC
N/A—1,250-1,250-100%$252.0K———
Bluespring Wealth Management, LLC
N/A—1,241-1,241-100%$250.2K———
Federated Hermes, Inc.
N/A—1,231-1,231-100%$248.2K———
SHP Wealth Management
N/A—1,231-1,231-100%$248.1K———
DV Trading LLC
N/A—1,200-1,200-100%$241.9K———
Osborne Partners Capital Management, LLC
N/A—1,199-1,199-100%$241.7K———
Ostrum Asset Management
N/A—1,194-1,194-100%$240.7K———
Delta Global Management LP
N/A—1,171-1,171-100%$236.1K———
Defiance ETFs, LLC
N/A—1,169-1,169-100%$235.5K———
IHT Wealth Management, LLC
N/A—1,163-1,163-100%$234.4K———
Intrust Bank NA
N/A—1,156-1,156-100%$233.1K———
Curi Capital, LLC
N/A—1,138-1,138-100%$229.4K———
RWA Wealth Partners, LLC
N/A—1,133-1,133-100%$228.5K———
One Wealth Advisors, LLC
N/A—1,130-1,130-100%$227.8K———
Prosperity Consulting Group, LLC
N/A—1,127-1,127-100%$227.2K———
American Investment Services, Inc.
N/A—1,124-1,124-100%$226.6K———
Rathbones Group PLC
N/A—1,088-1,088-100%$219.4K———
TRB Wealth Management, LLC
N/A—1,082-1,082-100%$218.1K———
BSW Wealth Partners
N/A—1,077-1,077-100%$217.2K———
Capital Investment Management, Inc.
N/A—1,058-1,058-100%$213.3K———
Mutual Advisors, LLC
N/A—1,042-1,042-100%$210.2K———
Wayfinding Financial, LLC
N/A—1,037-1,037-100%$209———
Spirepoint Private Client, LLC
N/A—1,033-1,033-100%$208.3K———
Field & Main Bank
N/A—1,025-1,025-100%$206.7K———
Colonial Trust Co / SC
N/A—1,020-1,020-100%$205.7K———
American Money Management, LLC
N/A—1,011-1,011-100%$203.8K———
Tiemann Investment Advisors, LLC
N/A—1,000-1,000-100%$201.6K———
Van Eck Associates Corp
N/A—997-997-100%$201.0K———
Bartlett & Co. Wealth Management LLC
N/A—978-978-100%$197.2K———
Kintra Wealth, LLC
N/A—971-971-100%$208.6K———
ST Germain D J Co Inc
N/A—952-952-100%$191.9K———
Miller Capital Partners, Inc.
N/A—921-921-100%$185.7K———
Tiaa Wealth Investment Management LLC
N/A—892-892-100%$179.8K———
EFG International AG
N/A—800-800-100%$161.3K———
Cohen & Steers, Inc.
N/A—800-800-100%$161———
Cyber Hornet ETFs LLC
N/A—797-797-100%$160.7K———
Financial Gravity Companies, Inc.
N/A—781-781-100%$157.5K———
CVA Family Office, LLC
N/A—715-715-100%$144.2K———
Globeflex Capital L P
N/A—673-673-100%$135.7K———
BFC Planning, Inc.
N/A—669-669-100%$134.9K———
Truvestments Capital LLC
N/A—630-630-100%$126.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—610-610-100%$123.0K———
Bravera Wealth
N/A—596-596-100%$120.2K———
Parvin Asset Management, LLC
N/A—585-585-100%$117.9K———
Ancora Advisors LLCA
N/A—520-520-100%$104.8K———
Ameritas Advisory Services, LLC
N/A—500-500-100%$100.9K———
TD Capital Management LLC
N/A—438-438-100%$88.4K———
HHM Wealth Advisors, LLC
N/A—433-433-100%$87.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—363-363-100%$73.1K———
LRI Investments, LLC
N/A—358-358-100%$72.2K———
Continuum Advisory, LLC
N/A—340-340-100%$68.5K———
Steigerwald, Gordon & Koch Inc.
N/A—297-297-100%$59.9K———
Silicon Valley Capital Partners
N/A—295-295-100%$59.4K———
Riverview Trust Co
N/A—251-251-100%$50.6K———
Operose Advisors LLC
N/A—250-250-100%$50.4K———
Kelly Lawrence W & Associates Inc
N/A—240-240-100%$48.4K———
Capital Analysts, LLC
N/A—236-236-100%$48———
Millstone Evans Group, LLC
N/A—226-226-100%$45.6K———
Avalon Trust Co
N/A—222-222-100%$44.7K———
S&T Bank
N/A—210-210-100%$42.3K———
Nova Wealth Management, Inc.
N/A—200-200-100%$40.3K———
GW&K Investment Management, LLC
N/A—187-187-100%$38———
Hurricane Capital Advisors LLC
N/A—180-180-100%$36.3K———
PIN OAK Investment Advisors Inc
N/A—166-166-100%$33———
Prestige Wealth Management Group LLC
N/A—156-156-100%$31.4K———
Bruce G. Allen Investments, LLC
N/A—153-153-100%$30.8K———
Loomis Sayles & Co L P
N/A—130-130-100%$26.2K———
Webster Bank, N. A.
N/A—127-127-100%$25.6K———
Aventura Private Wealth, LLC
N/A—122-122-100%$24.6K———
Ogorek Anthony Joseph
N/A—119-119-100%$23———
Proffitt & Goodson Inc
N/A—114-114-100%$23.0K———
Cornerstone Financial Management LLC
N/A—109-109-100%$22.0K———
Dunhill Financial, LLC
N/A—107-107-100%$21.7K———
Sachetta, LLC
N/A—106-106-100%$21.4K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$20.2K———
Crewe Advisors LLC
N/A—98-98-100%$19.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—89-89-100%$17.9K———
Keating Financial Advisory Services, Inc.
N/A—88-88-100%$17.7K———
JPL Wealth Management, LLC
N/A—87-87-100%$17.5K———
Colonial Trust Advisors
N/A—86-86-100%$17.3K———
Rialto Wealth Management, LLC
N/A—78-78-100%$15.7K———
Strategic Investment Solutions, Inc.
N/A—77-77-100%$15.4K———
Frazier Financial Advisors, LLC
N/A—76-76-100%$15.3K———
Fiduciary Financial Advisors
N/A—75-75-100%$14.7K———
Altshuler Shaham Ltd
N/A—73-73-100%$14.7K———
Strategic Wealth Partners, Ltd.
N/A—71-71-100%$14.3K———
Manning & Napier Advisors LLC
N/A—69-69-100%$13.7K———
Prosperity Bancshares Inc
N/A—67-67-100%$13.5K———
Kilter Group LLC
N/A—65-65-100%$13.1K———
Tiaa Trust, National Association
N/A—62-62-100%$12.5K———
Westfuller Advisors, LLC
N/A—62-62-100%$12.5K———
VSM Wealth Advisory, LLC
N/A—60-60-100%$12.1K———
Glen Eagle Advisors, LLC
N/A—58-58-100%$11.7K———
Ameriflex Group, Inc.
N/A—58-58-100%$11.6K———
IMA Advisory Services, Inc.
N/A—57-57-100%$11.5K———
Fourth Dimension Wealth, LLC
N/A—52-52-100%$10.5K———
Cbiz Investment Advisory Services, LLC
N/A—52-52-100%$10.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—45-45-100%$9.3K———
Bard Associates Inc
N/A—32-32-100%$6.5K———
Quarry LP
N/A—30-30-100%$6.0K———
Raffa Wealth Management, LLC
N/A—29-29-100%$5.8K———
LGT Financial Advisors LLC
N/A—29-29-100%$5.9K———
Mcguire Capital Advisors Inc
N/A—28-28-100%$5.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—25-25-100%$5.0K———
Penserra Capital Management LLC
N/A—24-24-100%$4———
BOK Financial Private Wealth, Inc.
N/A—20-20-100%$4.0K———
Beaird Harris Wealth Management, LLC
N/A—15-15-100%$3.0K———
HFM Investment Advisors, LLC
N/A—14-14-100%$2.8K———
Lavaca Capital LLC
N/A—12-12-100%$2.4K———
Hollencrest Capital Management
N/A—11-11-100%$2.2K———
1015 Capital Partners, LLC
N/A—10-10-100%$2.0K———
Vanguard National Trust Co
N/A—8-8-100%$1.6K———
Caitlin John, LLC
N/A—7-7-100%$1.4K———
Investors Portfolio Services LLC
N/A—7-7-100%$1.4K———
Westend Capital Management, LLC
N/A—4-4-100%$806———
Seneschal Advisors, LLC
N/A—4-4-100%$807———
Marshall Investment Management, LLC
N/A—4-4-100%$806———
MidFirst Bank
N/A—2-2-100%$403———
Showing 1386 of 1386 institutions