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Alcon AG (ALC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares10,136,925 from 13,057,962
Change-2,921,037 (-22%)
Value$656.4M (-$219.8M)
Filed 2026-11-05
Amundi
DECREASED
Shares6,514,156 from 6,637,563
Change-123,407 (-2%)
Value$421.8M (-$23.6M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares5,489,618 from 5,534,203
Change-44,585 (-1%)
Value$354.9M (-$19.7M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares4,828,384 from 5,643,891
Change-815,507 (-14%)
Value$311.9M (-$69.3M)
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares4,496,642 from 5,346,631
Change-849,989 (-16%)
Value$291.2M (-$67.6M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,108,434 from 4,101,263
Change+7,171 (+0%)
Value$262.7M (-$11.4M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares2,437,768 from 1,874,200
Change+563,568 (+30%)
Value$157.8M (+$32.1M)
Filed 2026-11-06
LBP AM SA
NEW
Shares2,414,092
Change+2,414,092
Value$156.1M
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,246,619 from 2,228,302
Change+18,317 (+1%)
Value$145.5M (-$4.0M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,840,621 from 1,781,615
Change+59,006 (+3%)
Value$119.0M (-$1.5M)
Filed 2026-10-29
Troy Asset Management Ltd
DECREASED
Shares1,716,379 from 3,801,548
Change-2,085,169 (-55%)
Value$92.7M (-$114.9M)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares1,385,938 from 1,543,514
Change-157,576 (-10%)
Value$89.6M (-$14.9M)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares1,337,827 from 1,477,554
Change-139,727 (-9%)
Value$86.6M (-$12.5M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares1,263,880 from 1,369,005
Change-105,125 (-8%)
Value$81.7M (-$11.0M)
Filed 2026-11-04
Fiera Capital Corp
DECREASED
Shares1,028,308 from 1,377,206
Change-348,898 (-25%)
Value$66.6M (-$25.8M)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares730,515 from 789,608
Change-59,093 (-7%)
Value$47.3M (-$5.7M)
Filed 2026-11-05
M&G Plc
UNCHANGED
Shares689,802 from 689,802
Change0 (0%)
Value$44.6M (-$2.4M)
Filed 2026-11-04
Nicholas Company, Inc.
DECREASED
Shares687,885 from 688,295
Change-410 (0%)
Value$44.5M (-$1.6M)
Filed 2026-11-05
Anchor Capital Advisors LLC
INCREASED
Shares678,460 from 586,025
Change+92,435 (+16%)
Value$43.9M (+$4.6M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
DECREASED
Shares663,400 from 726,793
Change-63,393 (-9%)
Value$43.0K (-$10.6K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares619,610 from 559,354
Change+60,256 (+11%)
Value$40.1M (+$2.3M)
Filed 2026-11-06
Banque Pictet & CIE SA
INCREASED
Shares556,655 from 547,588
Change+9,067 (+2%)
Value$36.0M (-$1.1M)
Filed 2026-10-16
Pictet North America Advisors SA
DECREASED
Shares419,509 from 424,062
Change-4,553 (-1%)
Value$27.1M (-$1.6M)
Filed 2026-10-21
Douglas Lane & Associates, LLC
INCREASED
Shares362,100 from 339,221
Change+22,879 (+7%)
Value$23.4M (+$684.2K)
Filed 2026-10-09
J. Safra Sarasin Holding AG
DECREASED
Shares292,477 from 301,352
Change-8,875 (-3%)
Value$20.7M (-$825.0K)
Filed 2026-10-26
Nichols & Pratt Advisers LLP
INCREASED
Shares274,142 from 212,282
Change+61,860 (+29%)
Value$17.5M (+$3.3M)
Filed 2026-10-13
Mcdaniel Terry & Co
INCREASED
Shares272,333 from 265,588
Change+6,745 (+3%)
Value$17.6M (-$188.0K)
Filed 2026-11-05
Ninety One North America, Inc.
DECREASED
Shares256,466 from 462,060
Change-205,594 (-44%)
Value$16.6M (-$14.7M)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
DECREASED
Shares241,685 from 319,605
Change-77,920 (-24%)
Value$15.6M (-$5.8M)
Filed 2026-10-16
SEB Asset Management AB
DECREASED
Shares217,508 from 405,694
Change-188,186 (-46%)
Value$14.1M (-$13.4M)
Filed 2026-11-04
Cambiar Investors LLC
INCREASED
Shares214,826 from 185,252
Change+29,574 (+16%)
Value$13.9M (+$1.5M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares187,210 from 349,909
Change-162,699 (-46%)
Value$12.1M (+$11.5M)
Filed 2026-11-02
Canoe Financial LP
INCREASED
Shares181,028 from 177,528
Change+3,500 (+2%)
Value$11.5M (-$475.7K)
Filed 2026-10-21
LaFleur & Godfrey LLC
DECREASED
Shares168,018 from 175,773
Change-7,755 (-4%)
Value$10.9M (-$915.2K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares159,932 from 132,357
Change+27,575 (+21%)
Value$10.4M (+$1.5M)
Filed 2026-11-02
Running Oak Capital LLC
INCREASED
Shares159,795 from 150,377
Change+9,418 (+6%)
Value$10.3M (+$256.4K)
Filed 2026-11-04
Sustainable Growth Advisers, LP
DECREASED
Shares155,046 from 224,494
Change-69,448 (-31%)
Value$10.0M (-$5.0M)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares141,636 from 145,645
Change-4,009 (-3%)
Value$9.2M (-$601.8K)
Filed 2026-11-06
Sycomore Asset Management
UNCHANGED
Shares133,220 from 133,220
Change0 (0%)
Value$8.5K (-$193)
Filed 2026-10-26
Maryland State Retirement & Pension System
DECREASED
Shares130,428 from 140,996
Change-10,568 (-7%)
Value$8.4M (-$1.1M)
Filed 2026-11-05
GAM Holding AG
INCREASED
Shares126,617 from 116,703
Change+9,914 (+9%)
Value$8.2M (+$286.5K)
Filed 2026-11-03
Aberdeen Group plc
UNCHANGED
Shares121,688 from 121,688
Change0 (0%)
Value$7.9M (-$286.0K)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares116,351 from 120,326
Change-3,975 (-3%)
Value$7.5M (-$540.1K)
Filed 2026-11-02
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares113,084 from 118,379
Change-5,295 (-4%)
Value$7.3K (-$621)
Filed 2026-10-27
Nuance Investments, LLC
DECREASED
Shares100,049 from 110,772
Change-10,723 (-10%)
Value$6.5M (-$954.7K)
Filed 2026-11-06
Camden National Bank
DECREASED
Shares96,680 from 99,640
Change-2,960 (-3%)
Value$6.3M (-$425.8K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares87,487 from 78,838
Change+8,649 (+11%)
Value$5.7M (+$374.8K)
Filed 2026-10-28
Firetrail Investments PTY LTD
DECREASED
Shares82,029 from 82,629
Change-600 (-1%)
Value$5.3M (-$232.5K)
Filed 2026-11-05
Tctc Holdings, LLC
DECREASED
Shares78,318 from 80,282
Change-1,964 (-2%)
Value$5.1M (-$315.8K)
Filed 2026-11-02
Schwartz Investment Counsel Inc
DECREASED
Shares76,333 from 76,683
Change-350 (0%)
Value$4.9M (-$202.9K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares73,560 from 82,932
Change-9,372 (-11%)
Value$4.8M (-$801.8K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares60,204 from 68,112
Change-7,908 (-12%)
Value$3.9M (-$672.1K)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares59,671 from 29,482
Change+30,189 (+102%)
Value$3.9M (+$1.8M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
UNCHANGED
Shares57,133 from 57,133
Change0 (0%)
Value$3.7M (-$134.3K)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED
Shares53,886 from 70,396
Change-16,510 (-23%)
Value$3.5M (-$1.3M)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED
Shares53,188 from 30,804
Change+22,384 (+73%)
Value$2.9M (+$1.3M)
Filed 2026-10-29
Assenagon Asset Management S.A.
INCREASED
Shares49,444 from 44,937
Change+4,507 (+10%)
Value$3.2M (+$154.9K)
Filed 2026-10-15
Robeco Schweiz AG
DECREASED
Shares48,118 from 63,784
Change-15,666 (-25%)
Value$3.1M (-$1.2M)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares47,296 from 54,017
Change-6,721 (-12%)
Value$3.1M (-$562.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares43,520 from 43,717
Change-197 (0%)
Value$2.8M (-$115.5K)
Filed 2026-11-06
Summit Place Financial Advisors, LLC
DECREASED
Shares39,263 from 43,316
Change-4,053 (-9%)
Value$2.5M (-$364.2K)
Filed 2026-10-23
Axxion S.A.
INCREASED
Shares38,500 from 8,000
Change+30,500 (+381%)
Value$2.5M (+$1.9M)
Filed 2026-10-22
Chicago Capital, LLC
INCREASED
Shares35,405 from 32,885
Change+2,520 (+8%)
Value$2.3M (+$85.9K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares29,363 from 52,536
Change-23,173 (-44%)
Value$1.8M (-$1.7M)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares27,286 from 29,102
Change-1,816 (-6%)
Value$1.8K (-$186)
Filed 2026-10-26
Cardinal Capital Management
INCREASED
Shares26,558 from 23,846
Change+2,712 (+11%)
Value$1.7M (+$119.6K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares25,900 from 22,501
Change+3,399 (+15%)
Value$1.7M (+$167.2K)
Filed 2026-10-15
Greenfield Seitz Capital Management, LLC
INCREASED
Shares25,632 from 10,862
Change+14,770 (+136%)
Value$1.7M (+$930.8K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares25,603 from 29,208
Change-3,605 (-12%)
Value$1.7M (-$302.1K)
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares24,157 from 14,122
Change+10,035 (+71%)
Value$1.6M (+$616.6K)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares23,634 from 25,438
Change-1,804 (-7%)
Value$1.5M (-$176.6K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares23,425 from 24,160
Change-735 (-3%)
Value$1.5M (-$116.2K)
Filed 2026-10-16
Montrusco Bolton Investments Inc.
NEW
Shares22,736
Change+22,736
Value$1.5M
Filed 2026-10-13
Burkett Asset Management Ltd
DECREASED
Shares22,335 from 27,094
Change-4,759 (-18%)
Value$1.4M (-$371.8K)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares21,605 from 20,433
Change+1,172 (+6%)
Value$1.4M (+$27.9K)
Filed 2026-11-03
Value Partners Investments Inc.
INCREASED
Shares21,518 from 17,965
Change+3,553 (+20%)
Value$1.4M (+$192.0K)
Filed 2026-10-19
111 Capital
DECREASED
Shares21,184 from 33,524
Change-12,340 (-37%)
Value$1.4M (-$896.2K)
Filed 2026-11-03
Generali Asset Management SPA SGR
DECREASED
Shares20,161 from 462,421
Change-442,260 (-96%)
Value$1.1M (-$24.2M)
Filed 2026-10-26
Boston Common Asset Management, LLC
DECREASED
Shares19,369 from 46,231
Change-26,862 (-58%)
Value$1.3M (-$1.8M)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares19,239 from 31,103
Change-11,864 (-38%)
Value$1.2M (-$841.3K)
Filed 2026-10-09
Moors & Cabot, Inc.
DECREASED
Shares18,400 from 19,140
Change-740 (-4%)
Value$1.2M (-$92.9K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares18,267 from 19,770
Change-1,503 (-8%)
Value$1.2M (-$143.8K)
Filed 2026-10-21
BG Investment Services, LLC
NEW
Shares17,858
Change+17,858
Value$1.2M
Filed 2026-10-23
Cox Capital Mgt LLC
NEW
Shares16,765
Change+16,765
Value$1.1M
Filed 2026-10-07
Simplex Trading, LLC
INCREASED
Shares15,612 from 7,266
Change+8,346 (+115%)
Value$1.0M (+$523.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,814 from 12,730
Change+1,084 (+9%)
Value$872.1K (+$8.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares13,659 from 14,743
Change-1,084 (-7%)
Value$884.4K (-$104.8K)
Filed 2026-11-02
YHB Investment Advisors, Inc.
DECREASED
Shares13,540 from 16,419
Change-2,879 (-18%)
Value$876.7K (-$225.0K)
Filed 2026-10-08
Plato Investment Management Ltd
NEW
Shares13,400
Change+13,400
Value$869.8K
Filed 2026-11-05
Natural Investments, LLC
DECREASED
Shares12,131 from 14,847
Change-2,716 (-18%)
Value$785.5K (+$784.5K)
Filed 2026-11-06
Imc-Chicago, LLC
NEW
Shares12,096
Change+12,096
Value$783.2K
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares11,923 from 12,997
Change-1,074 (-8%)
Value$772.0K (-$100.1K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares11,860 from 9,938
Change+1,922 (+19%)
Value$767.9K (+$101.1K)
Filed 2026-10-23
Ninety One UK Ltd
DECREASED
Shares11,624 from 202,496
Change-190,872 (-94%)
Value$751.5K (-$12.8M)
Filed 2026-10-15
Argonautica Private Wealth Management, Inc
INCREASED
Shares10,853 from 10,194
Change+659 (+6%)
Value$702.7K (+$18.7K)
Filed 2026-11-02
ABN Amro Investment Solutions
DECREASED
Shares10,720 from 12,500
Change-1,780 (-14%)
Value$694.1K (-$144.6K)
Filed 2026-10-21
Patten Group, Inc.
DECREASED
Shares10,492 from 11,706
Change-1,214 (-10%)
Value$679.4K (-$106.1K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares9,882 from 9,932
Change-50 (0%)
Value$639.9K (-$26.6K)
Filed 2026-10-28
Tran Capital Management, L.P.
DECREASED
Shares9,298 from 147,625
Change-138,327 (-94%)
Value$602.0K (-$9.3M)
Filed 2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED
Shares9,216 from 9,216
Change0 (0%)
Value$596.7K (-$21.7K)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED
Shares8,999 from 91,765
Change-82,766 (-90%)
Value$582.7K (+$576.5K)
Filed 2026-10-30
Cigna Investments Inc
UNCHANGED
Shares8,833 from 8,833
Change0 (0%)
Value$571 (-$27)
Filed 2026-10-19
Gateway Investment Advisers LLC
INCREASED
Shares7,681 from 5,105
Change+2,576 (+50%)
Value$497.3K (+$154.8K)
Filed 2026-10-13
Guardian Partners Inc.
NEW
Shares7,400
Change+7,400
Value$479.2K
Filed 2026-10-21
Sage Investment Counsel LLC
NEW
Shares7,220
Change+7,220
Value$467.5K
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares7,141 from 7,411
Change-270 (-4%)
Value$462.4K (-$34.9K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,970 from 7,763
Change-793 (-10%)
Value$451 (-$70)
Filed 2026-11-02
Marotta Asset Management
DECREASED
Shares6,860 from 6,998
Change-138 (-2%)
Value$444.2K (-$23.4K)
Filed 2026-10-02
Quadcap Wealth Management, LLC
DECREASED
Shares6,396 from 6,590
Change-194 (-3%)
Value$414.1K (-$28.0K)
Filed 2026-11-02
Bahl & Gaynor LLC
UNCHANGED
Shares6,011 from 6,011
Change0 (0%)
Value$389.2K (-$14.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares5,778 from 5,756
Change+22 (+0%)
Value$374.1K (-$12.1K)
Filed 2026-10-23
Capital Investment Services of America, Inc.
UNCHANGED
Shares5,764 from 5,764
Change0 (0%)
Value$373.2K (-$13.5K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares5,521 from 7,776
Change-2,255 (-29%)
Value$357 (-$169)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares5,365 from 2,894
Change+2,471 (+85%)
Value$347.4K (+$153.1K)
Filed 2026-10-08
Evergreen Capital Management LLC
DECREASED
Shares5,335 from 10,486
Change-5,151 (-49%)
Value$345.4K (-$358.2K)
Filed 2026-10-23
American Assets Investment Management, LLC
DECREASED
Shares5,250 from 18,722
Change-13,472 (-72%)
Value$339.9K (-$916.3K)
Filed 2026-10-30
Texas Bank & Trust Co
UNCHANGED
Shares4,874 from 4,874
Change0 (0%)
Value$315.6K (-$11.5K)
Filed 2026-11-04
CenterStar Asset Management, LLC
NEW
Shares4,859
Change+4,859
Value$314.9K
Filed 2026-10-09
Xponance LLC
NEW
Shares4,817
Change+4,817
Value$311.9K
Filed 2026-11-03
Nixon Peabody Trust Co
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$306.9K (-$11.1K)
Filed 2026-10-23
Portside Wealth Group, LLC
DECREASED
Shares4,666 from 4,919
Change-253 (-5%)
Value$302.1K (-$27.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares4,515 from 3,627
Change+888 (+24%)
Value$292.4K (+$49.0K)
Filed 2026-10-23
Wormser Freres Gestion
DECREASED
Shares4,508 from 41,575
Change-37,067 (-89%)
Value$291.5K (-$2.5M)
Filed 2026-10-21
Walter Public Investments Inc.
DECREASED
Shares4,380 from 40,518
Change-36,138 (-89%)
Value$283.6K (-$2.4M)
Filed 2026-11-05
Fisher Asset Management, LLC
DECREASED
Shares4,327 from 5,093
Change-766 (-15%)
Value$280.2K (-$61.6K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares4,285 from 3,774
Change+511 (+14%)
Value$277.4K (+$24.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares4,282 from 2,983
Change+1,299 (+44%)
Value$277.3K (+$77.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares4,224 from 4,016
Change+208 (+5%)
Value$273.5K (+$4.0K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED
Shares4,213 from 4,213
Change0 (0%)
Value$272.8K (-$9.9K)
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
NEW
Shares4,201
Change+4,201
Value$272.0K
Filed 2026-10-14
Davenport & Co LLC
DECREASED
Shares4,037 from 4,321
Change-284 (-7%)
Value$261.4K (-$28.5K)
Filed 2026-10-14
Versant Capital Management, Inc
DECREASED
Shares3,941 from 4,027
Change-86 (-2%)
Value$255.2K (-$15.0K)
Filed 2026-10-02
Climber Capital SA
UNCHANGED
Shares3,892 from 3,892
Change0 (0%)
Value$238.5K (-$24.0K)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares3,771 from 3,511
Change+260 (+7%)
Value$244.2K (+$8.6K)
Filed 2026-10-20
Lester Murray Antman dba SimplyRich
DECREASED
Shares3,760 from 3,841
Change-81 (-2%)
Value$243.5K (+$243.2K)
Filed 2026-11-06
Alta Capital Management LLC/
INCREASED
Shares3,698 from 3,366
Change+332 (+10%)
Value$239.4K (+$13.6K)
Filed 2026-10-26
Solutions 4 Wealth, Ltd
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$235.0K (-$8.5K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares3,559 from 3,682
Change-123 (-3%)
Value$230.4K (-$16.6K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares3,526 from 3,797
Change-271 (-7%)
Value$228.3K (-$26.7K)
Filed 2026-11-02
Personal CFO Solutions, LLC
DECREASED
Shares3,430 from 3,673
Change-243 (-7%)
Value$222.1K (-$24.4K)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares3,275 from 3,641
Change-366 (-10%)
Value$212.1K (-$32.3K)
Filed 2026-10-29
Ritholtz Wealth Management
NEW
Shares3,243
Change+3,243
Value$210.0K
Filed 2026-11-05
San Luis Wealth Advisors LLC
DECREASED
Shares3,218 from 3,308
Change-90 (-3%)
Value$208.3K (-$13.6K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares3,202 from 2,642
Change+560 (+21%)
Value$207.4K (+$30.1K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares3,183 from 3,004
Change+179 (+6%)
Value$206.1K (+$4.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
NEW
Shares3,121
Change+3,121
Value$202.1K
Filed 2026-10-22
Argyle Capital Partners, LLC
INCREASED
Shares3,112 from 3,101
Change+11 (+0%)
Value$201.5K (-$6.6K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares3,097
Change+3,097
Value$200.5K
Filed 2026-10-21
Mengis Capital Management, Inc.
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$200.2K (-$7.3K)
Filed 2026-10-13
HBK Sorce Advisory LLC
NEW
Shares2,685
Change+2,685
Value$205.5K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares2,286 from 5
Change+2,281 (+45620%)
Value$148.0K (+$147.7K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares2,216 from 2,371
Change-155 (-7%)
Value$143.5K (-$15.6K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares1,932 from 1,881
Change+51 (+3%)
Value$125.1K (-$1.1K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares1,601 from 552
Change+1,049 (+190%)
Value$103.7K (+$66.6K)
Filed 2026-10-08
MB, Levis & Associates, LLC
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$102.4K (-$3.7K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED
Shares1,576 from 1,976
Change-400 (-20%)
Value$101.9K (-$31.4K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares1,514 from 1,535
Change-21 (-1%)
Value$97.8K (-$5.3K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares1,449 from 1,247
Change+202 (+16%)
Value$97.2K (+$13.6K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,336 from 1,346
Change-10 (-1%)
Value$86.5K (-$3.8K)
Filed 2026-10-23
Bayforest Capital Ltd
NEW
Shares1,333
Change+1,333
Value$86.3K
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,326 from 1,738
Change-412 (-24%)
Value$85.9K (-$30.8K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares1,227 from 1,029
Change+198 (+19%)
Value$79.9K (+$10.3K)
Filed 2026-10-20
Arlington Trust Co LLC
DECREASED
Shares1,199 from 1,227
Change-28 (-2%)
Value$77.6K (-$4.7K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$76.0K (-$2.8K)
Filed 2026-10-28
ASR Vermogensbeheer N.V.
NEW
Shares1,160
Change+1,160
Value$75.0K
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$71.7K (-$2.6K)
Filed 2026-10-05
Richardson Financial Services Inc.
INCREASED
Shares911 from 857
Change+54 (+6%)
Value$59.0K (+$1.5K)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares809 from 3,217
Change-2,408 (-75%)
Value$52.4K (-$163.5K)
Filed 2026-10-21
Security National Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$51.8K (-$1.9K)
Filed 2026-10-26
Centerpoint Advisors, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$51 (-$2)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$50.1K (-$1.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares734
Change+734
Value$47.5K
Filed 2026-11-05
Clean Yield Group
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$42.1K (-$1.5K)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$39.8K (-$1.4K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares590 from 599
Change-9 (-1%)
Value$38.2K (-$2.0K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares574 from 547
Change+27 (+5%)
Value$37.2K (+$463)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares525
Change+525
Value$33.1K
Filed 2026-10-13
UMB Bank, n.a.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$33.0K (-$1.2K)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$28.0K (-$1.0K)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$26.2K (-$2.3K)
Filed 2026-10-09
Salomon & Ludwin, LLC
INCREASED
Shares391 from 349
Change+42 (+12%)
Value$25.3K (+$2.0K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares361 from 980
Change-619 (-63%)
Value$23.4K (-$42.4K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares361 from 516
Change-155 (-30%)
Value$23.4K (-$11.2K)
Filed 2026-10-05
Barrett & Company, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$22.7K (-$823)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares342
Change+342
Value$22.1K
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares331 from 680
Change-349 (-51%)
Value$21.4K (-$24.2K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares323
Change+323
Value$20.9K
Filed 2026-10-09
Owl Creek Wealth Partners LLC
DECREASED
Shares318 from 325
Change-7 (-2%)
Value$20.6K (-$1.2K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares316 from 92
Change+224 (+243%)
Value$20.5K (+$14.3K)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares307 from 322
Change-15 (-5%)
Value$19.9K (-$1.7K)
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares304 from 212
Change+92 (+43%)
Value$19.7K (+$5.5K)
Filed 2026-10-23
SJS Investment Consulting Inc.
INCREASED
Shares298 from 196
Change+102 (+52%)
Value$19.3K (+$6.1K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares276 from 93
Change+183 (+197%)
Value$17.9K (+$11.6K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares262
Change+262
Value$17.0K
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$16.8K (-$609)
Filed 2026-10-16
Trust Co of Vermont
DECREASED
Shares250 from 300
Change-50 (-17%)
Value$16.2K (-$3.9K)
Filed 2026-10-21
Syntax Research, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$16.2K (-$587)
Filed 2026-11-04
Financial Management Professionals, Inc.
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$16.1K (-$583)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$15.6K (-$566)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares223 from 179
Change+44 (+25%)
Value$14.4K (+$2.4K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$14.1K (-$510)
Filed 2026-11-03
Sterling Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.0K (-$470)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares183
Change+183
Value$11.9K
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares183 from 163
Change+20 (+12%)
Value$11.9K (+$913)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$11.2K (-$408)
Filed 2026-11-02
Peoples Financial Services Corp.
DECREASED
Shares172 from 181
Change-9 (-5%)
Value$11.1K (-$1.0K)
Filed 2026-10-20
First Pacific Financial
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$10.9K (-$397)
Filed 2026-10-14
Entrust Financial LLC
DECREASED
Shares164 from 169
Change-5 (-3%)
Value$10.6K (-$721)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$10.4K (-$376)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$10.1K (-$367)
Filed 2026-11-02
First Bancorp, Inc
INCREASED
Shares155 from 45
Change+110 (+244%)
Value$10.0K (+$7.0K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares153 from 172
Change-19 (-11%)
Value$9.9K (-$1.6K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares152 from 204
Change-52 (-25%)
Value$9.8K (-$3.8K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares149 from 59
Change+90 (+153%)
Value$9.6K (+$5.7K)
Filed 2026-10-07
Essential Partners LLC
DECREASED
Shares136 from 336
Change-200 (-60%)
Value$8.8K (-$13.7K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares125 from 131
Change-6 (-5%)
Value$8.1K (-$695)
Filed 2026-10-29
Bfsg, LLC
NEW
Shares115
Change+115
Value$7.4K
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares112 from 133
Change-21 (-16%)
Value$7.3K (-$1.7K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares109
Change+109
Value$7.1K
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$6.9K (-$251)
Filed 2026-10-26
Richardson Capital Management LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$6.9K (-$252)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares105 from 69
Change+36 (+52%)
Value$6.8K (+$2.2K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares103 from 125
Change-22 (-18%)
Value$6.7K (-$1.7K)
Filed 2026-10-27
Madden Securities Corp
NEW
Shares100
Change+100
Value$6.5K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (-$235)
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$6.4K (-$232)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares96
Change+96
Value$6.2K
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$5.4K (-$196)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares82 from 93
Change-11 (-12%)
Value$5.3K (-$930)
Filed 2026-11-06
Gilpin Wealth Management, LLC
NEW
Shares81
Change+81
Value$5.2K
Filed 2026-10-09
Central Trust Co
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.5K (-$164)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares68 from 92
Change-24 (-26%)
Value$4.4K (-$1.8K)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.3K (-$158)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.3K (-$157)
Filed 2026-10-29
CX Institutional
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4 ($0)
Filed 2026-10-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.9K (-$141)
Filed 2026-10-20
Bullock Wealth Management Group
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.7K (-$167)
Filed 2026-10-09
Albion Financial Group
DECREASED
Shares56 from 63
Change-7 (-11%)
Value$3.6K (-$602)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares54 from 56
Change-2 (-4%)
Value$3.5K (-$261)
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.3K (-$120)
Filed 2026-10-19
Hilltop National Bank
DECREASED
Shares50 from 740
Change-690 (-93%)
Value$3.2K (-$46.4K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.2K (-$117)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares49 from 164
Change-115 (-70%)
Value$3.2K (-$7.8K)
Filed 2026-10-08
Birch Financial Group, LLC
NEW
Shares47
Change+47
Value$3.0K
Filed 2026-10-27
Center for Financial Planning, Inc.
INCREASED
Shares46 from 20
Change+26 (+130%)
Value$3.0K (+$1.6K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.9K (-$106)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.8K (-$103)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.8K (-$103)
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.6K (-$94)
Filed 2026-10-14
1620 Investment Advisors, Inc.
NEW
Shares35
Change+35
Value$2.3K
Filed 2026-11-04
Breakwater Investment Management
NEW
Shares33
Change+33
Value$2.1K
Filed 2026-10-20
Bell Investment Advisors, Inc
DECREASED
Shares33 from 53
Change-20 (-38%)
Value$2.1K (-$1.4K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares32 from 54
Change-22 (-41%)
Value$2.1K (-$1.6K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.1K (-$75)
Filed 2026-11-06
Granite FO LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.0K (-$73)
Filed 2026-10-14
American Capital Advisory, LLC
INCREASED
Shares30 from 23
Change+7 (+30%)
Value$1.9K (+$399)
Filed 2026-10-28
Compass Financial Management LLC
NEW
Shares28
Change+28
Value$1.8K
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.8K (-$66)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.7K (-$64)
Filed 2026-10-13
Coastline Trust Co
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.6K (-$59)
Filed 2026-10-01
Pacific Center for Financial Services
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.6K (-$57)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares21
Change+21
Value$1.4K
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.3K (-$47)
Filed 2026-10-30
Jnba Financial Advisors
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.3K (-$47)
Filed 2026-11-03
First Command Advisory Services, Inc.
NEW
Shares18
Change+18
Value$1.2K
Filed 2026-11-05
Livelsberger Financial Advisory
NEW
Shares17
Change+17
Value$1.1K
Filed 2026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.0K (-$38)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares15
Change+15
Value$971
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$972 (-$35)
Filed 2026-10-26
Wilkerson Advisory Group LLC
DECREASED
Shares14 from 51
Change-37 (-73%)
Value$907 (-$2.5K)
Filed 2026-10-20
Mascoma Wealth Management LLC
INCREASED
Shares13 from 9
Change+4 (+44%)
Value$842 (+$238)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$842 (-$30)
Filed 2026-10-16
Planning Strategies Inc.
NEW
Shares12
Change+12
Value$777
Filed 2026-10-02
WPG Advisers, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$712 (-$26)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares10
Change+10
Value$648
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares10 from 4
Change+6 (+150%)
Value$648 (+$380)
Filed 2026-10-22
SBI Securities Co., Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$648 (-$23)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares8
Change+8
Value$518
Filed 2026-11-04
Trust Co
DECREASED
Shares6 from 18
Change-12 (-67%)
Value$389 (-$819)
Filed 2026-10-09
DeDora Capital, Inc.
NEW
Shares5
Change+5
Value$324
Filed 2026-10-26
Highline Wealth Partners LLC
DECREASED
Shares4 from 47
Change-43 (-91%)
Value$259 (-$2.9K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$259 (-$9)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$256 (-$12)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares3
Change+3
Value$194
Filed 2026-10-14
Abound Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$195 (-$7)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$129 (-$5)
Filed 2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$130 (-$5)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$65 (-$2)
Filed 2026-10-05
Heritage Family Offices, LLP
NEW
Shares0
Change0
Value$8
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 20,677
Change-20,677 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 14,268
Change-14,268 (-100%)
Value$0 (-$957.4K)
Filed 2026-10-13
Verdence Capital Advisors LLC
CLOSED
Shares0 from 6,821
Change-6,821 (-100%)
Value$0 (-$457.7K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 4,280
Change-4,280 (-100%)
Value$0 (-$287.2K)
Filed 2026-10-23
State of Wyoming
CLOSED
Shares0 from 4,104
Change-4,104 (-100%)
Value$0 (-$275.4K)
Filed 2026-10-28
Trust Point Inc.
CLOSED
Shares0 from 3,849
Change-3,849 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-27
Third View Private Wealth, LLC
CLOSED
Shares0 from 3,623
Change-3,623 (-100%)
Value$0 (-$243.1K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 3,551
Change-3,551 (-100%)
Value$0 (-$238.3K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-13
Aspen Wealth Management LLC
CLOSED
Shares0 from 3,184
Change-3,184 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-14
Anchyra Partners LLC
CLOSED
Shares0 from 3,120
Change-3,120 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-13
Gerald Baker Financial Group LLC
CLOSED
Shares0 from 3,072
Change-3,072 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-09
Oppenheimer & Co Inc
CLOSED
Shares0 from 3,050
Change-3,050 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-26
Hardy Reed LLC
CLOSED
Shares0 from 3,047
Change-3,047 (-100%)
Value$0 (-$204.5K)
Filed 2026-11-06
Trust Co of the South
CLOSED
Shares0 from 3,025
Change-3,025 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-21
TFC Financial Management, Inc.
CLOSED
Shares0 from 1,240
Change-1,240 (-100%)
Value$0 (-$83.2K)
Filed 2026-10-26
Exane Asset Management
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$57.4K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$54.2K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$41.5K)
Filed 2026-11-06
Northstar Asset Management Co
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-15
Grove Bank & Trust
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-16
Westside Investment Management, Inc.
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-02
NBT Bank, N.A.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-21
Whipplewood Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-20
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-09
Proathlete Wealth Management LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Tsfg, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2)
Filed 2026-11-06
Evolution Wealth Management Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
3 Factor Indexing, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-26
Sunrise Financial Services, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$872)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$537)
Filed 2026-10-07
Coston, McIsaac & Partners
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$135)
Filed 2026-10-27
Oslo Pensjonsforsikring AS
DECREASED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$78.0K)
Filed 2026-10-15
Vanguard Capital Management LLC
N/A
Shares— from 14,749,582
Change-14,749,582 (-100%)
Value—
Norges Bank
N/A
Shares— from 10,976,697
Change-10,976,697 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,380,332
Change-10,380,332 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 9,683,004
Change-9,683,004 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 9,154,828
Change-9,154,828 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,915,741
Change-7,915,741 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,662,988
Change-7,662,988 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,156,307
Change-7,156,307 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 5,766,342
Change-5,766,342 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,677,162
Change-4,677,162 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,315,146
Change-4,315,146 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,016,341
Change-4,016,341 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,812,475
Change-3,812,475 (-100%)
Value—
WGI DM, LLC
N/A
Shares— from 3,463,123
Change-3,463,123 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 3,400,000
Change-3,400,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,464,811
Change-2,464,811 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,388,071
Change-2,388,071 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 2,374,092
Change-2,374,092 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,221,073
Change-2,221,073 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,163,119
Change-2,163,119 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,091,787
Change-2,091,787 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,958,303
Change-1,958,303 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,907,874
Change-1,907,874 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,857,763
Change-1,857,763 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,685,161
Change-1,685,161 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,632,356
Change-1,632,356 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,507,303
Change-1,507,303 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 1,366,637
Change-1,366,637 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,343,873
Change-1,343,873 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,340,866
Change-1,340,866 (-100%)
Value—
Rudius Management LP
N/A
Shares— from 1,307,914
Change-1,307,914 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,158,270
Change-1,158,270 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,108,247
Change-1,108,247 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,015,513
Change-1,015,513 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,013,867
Change-1,013,867 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 1,010,855
Change-1,010,855 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 967,750
Change-967,750 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 916,822
Change-916,822 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 900,319
Change-900,319 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 837,556
Change-837,556 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 828,323
Change-828,323 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 792,551
Change-792,551 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 778,707
Change-778,707 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 736,503
Change-736,503 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 721,656
Change-721,656 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 703,701
Change-703,701 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 650,242
Change-650,242 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 649,887
Change-649,887 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 624,452
Change-624,452 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 623,516
Change-623,516 (-100%)
Value—
Aviva PLC
N/A
Shares— from 595,913
Change-595,913 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 552,637
Change-552,637 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 539,556
Change-539,556 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 515,959
Change-515,959 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 500,655
Change-500,655 (-100%)
Value—
Vestal Point Capital, LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 477,352
Change-477,352 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 476,043
Change-476,043 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 457,605
Change-457,605 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 454,562
Change-454,562 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 438,259
Change-438,259 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 436,678
Change-436,678 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 424,162
Change-424,162 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 421,787
Change-421,787 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 412,607
Change-412,607 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 395,485
Change-395,485 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 372,723
Change-372,723 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 339,720
Change-339,720 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 329,453
Change-329,453 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 308,916
Change-308,916 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 306,050
Change-306,050 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 282,970
Change-282,970 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 276,512
Change-276,512 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 273,730
Change-273,730 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 256,619
Change-256,619 (-100%)
Value—
Sofinnova Investments, Inc.
N/A
Shares— from 255,824
Change-255,824 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 249,707
Change-249,707 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 238,995
Change-238,995 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 220,615
Change-220,615 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 210,223
Change-210,223 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 209,422
Change-209,422 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 204,327
Change-204,327 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 194,698
Change-194,698 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 188,500
Change-188,500 (-100%)
Value—
EFG International AG
N/A
Shares— from 186,455
Change-186,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 185,654
Change-185,654 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 185,161
Change-185,161 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 175,700
Change-175,700 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 175,035
Change-175,035 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 166,716
Change-166,716 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 157,054
Change-157,054 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 153,630
Change-153,630 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 152,897
Change-152,897 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 151,305
Change-151,305 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 150,421
Change-150,421 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 150,110
Change-150,110 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 148,474
Change-148,474 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 146,335
Change-146,335 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 145,909
Change-145,909 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 139,267
Change-139,267 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 123,742
Change-123,742 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 122,213
Change-122,213 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 120,538
Change-120,538 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 119,992
Change-119,992 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 118,658
Change-118,658 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 114,352
Change-114,352 (-100%)
Value—
FIL Ltd
N/A
Shares— from 113,635
Change-113,635 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 112,635
Change-112,635 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 112,547
Change-112,547 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 111,211
Change-111,211 (-100%)
Value—
Prudential PLC
N/A
Shares— from 98,965
Change-98,965 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 88,940
Change-88,940 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 85,689
Change-85,689 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 83,135
Change-83,135 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 80,366
Change-80,366 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 78,797
Change-78,797 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 78,298
Change-78,298 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 76,319
Change-76,319 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 70,156
Change-70,156 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 63,887
Change-63,887 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 61,184
Change-61,184 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 58,072
Change-58,072 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 56,686
Change-56,686 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 56,423
Change-56,423 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 55,419
Change-55,419 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 54,377
Change-54,377 (-100%)
Value—
Mirova
N/A
Shares— from 53,882
Change-53,882 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 51,837
Change-51,837 (-100%)
Value—
Man Group plc
N/A
Shares— from 51,196
Change-51,196 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 48,265
Change-48,265 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,165
Change-48,165 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 48,100
Change-48,100 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 47,956
Change-47,956 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 45,475
Change-45,475 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,568
Change-43,568 (-100%)
Value—
Ossiam
N/A
Shares— from 42,112
Change-42,112 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 40,692
Change-40,692 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,852
Change-38,852 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 37,152
Change-37,152 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 36,664
Change-36,664 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 35,600
Change-35,600 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 34,434
Change-34,434 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 33,036
Change-33,036 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 32,002
Change-32,002 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 31,728
Change-31,728 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,836
Change-29,836 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 29,414
Change-29,414 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 29,363
Change-29,363 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 26,411
Change-26,411 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 26,261
Change-26,261 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 26,147
Change-26,147 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 26,062
Change-26,062 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 25,681
Change-25,681 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 25,560
Change-25,560 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 24,778
Change-24,778 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 24,758
Change-24,758 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,059
Change-23,059 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,854
Change-22,854 (-100%)
Value—
2Xideas AG
N/A
Shares— from 22,812
Change-22,812 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 22,138
Change-22,138 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,117
Change-22,117 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 21,217
Change-21,217 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 20,130
Change-20,130 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 19,755
Change-19,755 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,138
Change-19,138 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 18,612
Change-18,612 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 17,831
Change-17,831 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,498
Change-17,498 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,304
Change-17,304 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
&partners
N/A
Shares— from 15,617
Change-15,617 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,269
Change-14,269 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 13,920
Change-13,920 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 12,953
Change-12,953 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,732
Change-12,732 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,653
Change-12,653 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 12,093
Change-12,093 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 12,029
Change-12,029 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
S&CO Inc
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,878
Change-7,878 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 750
Change-750 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 301
Change-301 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 292
Change-292 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 203
Change-203 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 180
Change-180 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 179
Change-179 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 143
Change-143 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Motco
N/A
Shares— from 114
Change-114 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 110
Change-110 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 92
Change-92 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 91
Change-91 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4
Change-4 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED10,136,92513,057,962-2,921,037-22%$876.2M$656.4M-$219.8M2026-11-05
Amundi
DECREASED6,514,1566,637,563-123,407-2%$445.4M$421.8M-$23.6M2026-11-06
Pictet Asset Management Holding SA
DECREASED5,489,6185,534,203-44,585-1%$374.6M$354.9M-$19.7M2026-11-03
Vontobel Holding Ltd.
DECREASED4,828,3845,643,891-815,507-14%$381.2M$311.9M-$69.3M2026-10-16
Deutsche Bank Ag\
DECREASED4,496,6425,346,631-849,989-16%$358.8M$291.2M-$67.6M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED4,108,4344,101,263+7,171+0%$274.0M$262.7M-$11.4M2026-11-04
Barclays PLC
INCREASED2,437,7681,874,200+563,568+30%$125.8M$157.8M+$32.1M2026-11-06
LBP AM SA
NEW2,414,092—+2,414,092——$156.1M—2026-11-06
Dimensional Fund Advisors LP
INCREASED2,246,6192,228,302+18,317+1%$149.5M$145.5M-$4.0M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,840,6211,781,615+59,006+3%$120.5M$119.0M-$1.5M2026-10-29
Troy Asset Management Ltd
DECREASED1,716,3793,801,548-2,085,169-55%$207.6M$92.7M-$114.9M2026-10-28
Citigroup Inc
DECREASED1,385,9381,543,514-157,576-10%$104.5M$89.6M-$14.9M2026-11-04
King Luther Capital Management Corp
DECREASED1,337,8271,477,554-139,727-9%$99.1M$86.6M-$12.5M2026-11-05
Compagnie Lombard Odier SCmA
DECREASED1,263,8801,369,005-105,125-8%$92.7M$81.7M-$11.0M2026-11-04
Fiera Capital Corp
DECREASED1,028,3081,377,206-348,898-25%$92.4M$66.6M-$25.8M2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED730,515789,608-59,093-7%$53.0M$47.3M-$5.7M2026-11-05
M&G Plc
UNCHANGED689,802689,80200%$46.9M$44.6M-$2.4M2026-11-04
Nicholas Company, Inc.
DECREASED687,885688,295-4100%$46.2M$44.5M-$1.6M2026-11-05
Anchor Capital Advisors LLC
INCREASED678,460586,025+92,435+16%$39.3M$43.9M+$4.6M2026-11-05
DekaBank Deutsche Girozentrale
DECREASED663,400726,793-63,393-9%$53.7K$43.0K-$10.6K2026-10-27
Russell Investments Group, Ltd.
INCREASED619,610559,354+60,256+11%$37.8M$40.1M+$2.3M2026-11-06
Banque Pictet & CIE SA
INCREASED556,655547,588+9,067+2%$37.1M$36.0M-$1.1M2026-10-16
Pictet North America Advisors SA
DECREASED419,509424,062-4,553-1%$28.7M$27.1M-$1.6M2026-10-21
Douglas Lane & Associates, LLC
INCREASED362,100339,221+22,879+7%$22.8M$23.4M+$684.2K2026-10-09
J. Safra Sarasin Holding AG
DECREASED292,477301,352-8,875-3%$21.6M$20.7M-$825.0K2026-10-26
Nichols & Pratt Advisers LLP
INCREASED274,142212,282+61,860+29%$14.2M$17.5M+$3.3M2026-10-13
Mcdaniel Terry & Co
INCREASED272,333265,588+6,745+3%$17.8M$17.6M-$188.0K2026-11-05
Ninety One North America, Inc.
DECREASED256,466462,060-205,594-44%$31.3M$16.6M-$14.7M2026-10-15
Birch Hill Investment Advisors LLC
DECREASED241,685319,605-77,920-24%$21.4M$15.6M-$5.8M2026-10-16
SEB Asset Management AB
DECREASED217,508405,694-188,186-46%$27.5M$14.1M-$13.4M2026-11-04
Cambiar Investors LLC
INCREASED214,826185,252+29,574+16%$12.4M$13.9M+$1.5M2026-11-04
MacKenzie Financial Corp
DECREASED187,210349,909-162,699-46%$591.2K$12.1M+$11.5M2026-11-02
Canoe Financial LP
INCREASED181,028177,528+3,500+2%$12.0M$11.5M-$475.7K2026-10-21
LaFleur & Godfrey LLC
DECREASED168,018175,773-7,755-4%$11.8M$10.9M-$915.2K2026-10-27
Creative Planning
INCREASED159,932132,357+27,575+21%$8.9M$10.4M+$1.5M2026-11-02
Running Oak Capital LLC
INCREASED159,795150,377+9,418+6%$10.1M$10.3M+$256.4K2026-11-04
Sustainable Growth Advisers, LP
DECREASED155,046224,494-69,448-31%$15.1M$10.0M-$5.0M2026-10-15
LPL Financial LLC
DECREASED141,636145,645-4,009-3%$9.8M$9.2M-$601.8K2026-11-06
Sycomore Asset Management
UNCHANGED133,220133,22000%$8.7K$8.5K-$1932026-10-26
Maryland State Retirement & Pension System
DECREASED130,428140,996-10,568-7%$9.5M$8.4M-$1.1M2026-11-05
GAM Holding AG
INCREASED126,617116,703+9,914+9%$7.9M$8.2M+$286.5K2026-11-03
Aberdeen Group plc
UNCHANGED121,688121,68800%$8.2M$7.9M-$286.0K2026-11-06
Eagle Global Advisors LLC
DECREASED116,351120,326-3,975-3%$8.1M$7.5M-$540.1K2026-11-02
First Fiduciary Investment Counsel, Inc.
DECREASED113,084118,379-5,295-4%$7.9K$7.3K-$6212026-10-27
Nuance Investments, LLC
DECREASED100,049110,772-10,723-10%$7.4M$6.5M-$954.7K2026-11-06
Camden National Bank
DECREASED96,68099,640-2,960-3%$6.7M$6.3M-$425.8K2026-11-02
D.A. Davidson & Co.
INCREASED87,48778,838+8,649+11%$5.3M$5.7M+$374.8K2026-10-28
Firetrail Investments PTY LTD
DECREASED82,02982,629-600-1%$5.6M$5.3M-$232.5K2026-11-05
Tctc Holdings, LLC
DECREASED78,31880,282-1,964-2%$5.4M$5.1M-$315.8K2026-11-02
Schwartz Investment Counsel Inc
DECREASED76,33376,683-3500%$5.1M$4.9M-$202.9K2026-10-26
US Bancorp \de\
DECREASED73,56082,932-9,372-11%$5.6M$4.8M-$801.8K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED60,20468,112-7,908-12%$4.6M$3.9M-$672.1K2026-10-27
Savant Capital, LLC
INCREASED59,67129,482+30,189+102%$2.1M$3.9M+$1.8M2026-11-06
Robeco Institutional Asset Management B.V.
UNCHANGED57,13357,13300%$3.8M$3.7M-$134.3K2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED53,88670,396-16,510-23%$4.8M$3.5M-$1.3M2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED53,18830,804+22,384+73%$1.6M$2.9M+$1.3M2026-10-29
Assenagon Asset Management S.A.
INCREASED49,44444,937+4,507+10%$3.0M$3.2M+$154.9K2026-10-15
Robeco Schweiz AG
DECREASED48,11863,784-15,666-25%$4.3M$3.1M-$1.2M2026-10-23
Marks Group Wealth Management, Inc
DECREASED47,29654,017-6,721-12%$3.6M$3.1M-$562.1K2026-11-05
PNC Financial Services Group, Inc.
DECREASED43,52043,717-1970%$2.9M$2.8M-$115.5K2026-11-06
Summit Place Financial Advisors, LLC
DECREASED39,26343,316-4,053-9%$2.9M$2.5M-$364.2K2026-10-23
Axxion S.A.
INCREASED38,5008,000+30,500+381%$541.4K$2.5M+$1.9M2026-10-22
Chicago Capital, LLC
INCREASED35,40532,885+2,520+8%$2.2M$2.3M+$85.9K2026-10-13
Quadrant Capital Group LLC
DECREASED29,36352,536-23,173-44%$3.5M$1.8M-$1.7M2026-10-20
Park Avenue Securities LLC
DECREASED27,28629,102-1,816-6%$2.0K$1.8K-$1862026-10-26
Cardinal Capital Management
INCREASED26,55823,846+2,712+11%$1.6M$1.7M+$119.6K2026-10-21
Atria Investments, Inc
INCREASED25,90022,501+3,399+15%$1.5M$1.7M+$167.2K2026-10-15
Greenfield Seitz Capital Management, LLC
INCREASED25,63210,862+14,770+136%$728.8K$1.7M+$930.8K2026-10-29
Truist Financial Corp
DECREASED25,60329,208-3,605-12%$2.0M$1.7M-$302.1K2026-10-30
Essential Investment Partners LLC
INCREASED24,15714,122+10,035+71%$947.6K$1.6M+$616.6K2026-10-27
Chesley Taft & Associates LLC
DECREASED23,63425,438-1,804-7%$1.7M$1.5M-$176.6K2026-10-13
TD Waterhouse Canada Inc.
DECREASED23,42524,160-735-3%$1.6M$1.5M-$116.2K2026-10-16
Montrusco Bolton Investments Inc.
NEW22,736—+22,736——$1.5M—2026-10-13
Burkett Asset Management Ltd
DECREASED22,33527,094-4,759-18%$1.8M$1.4M-$371.8K2026-10-13
Ethic Inc.
INCREASED21,60520,433+1,172+6%$1.4M$1.4M+$27.9K2026-11-03
Value Partners Investments Inc.
INCREASED21,51817,965+3,553+20%$1.2M$1.4M+$192.0K2026-10-19
111 Capital
DECREASED21,18433,524-12,340-37%$2.3M$1.4M-$896.2K2026-11-03
Generali Asset Management SPA SGR
DECREASED20,161462,421-442,260-96%$25.2M$1.1M-$24.2M2026-10-26
Boston Common Asset Management, LLC
DECREASED19,36946,231-26,862-58%$3.1M$1.3M-$1.8M2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED19,23931,103-11,864-38%$2.1M$1.2M-$841.3K2026-10-09
Moors & Cabot, Inc.
DECREASED18,40019,140-740-4%$1.3M$1.2M-$92.9K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED18,26719,770-1,503-8%$1.3M$1.2M-$143.8K2026-10-21
BG Investment Services, LLC
NEW17,858—+17,858——$1.2M—2026-10-23
Cox Capital Mgt LLC
NEW16,765—+16,765——$1.1M—2026-10-07
Simplex Trading, LLC
INCREASED15,6127,266+8,346+115%$487.5K$1.0M+$523.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED13,81412,730+1,084+9%$863.2K$872.1K+$8.9K2026-10-13
Commonwealth Equity Services, LLC
DECREASED13,65914,743-1,084-7%$989.2K$884.4K-$104.8K2026-11-02
YHB Investment Advisors, Inc.
DECREASED13,54016,419-2,879-18%$1.1M$876.7K-$225.0K2026-10-08
Plato Investment Management Ltd
NEW13,400—+13,400——$869.8K—2026-11-05
Natural Investments, LLC
DECREASED12,13114,847-2,716-18%$996$785.5K+$784.5K2026-11-06
Imc-Chicago, LLC
NEW12,096—+12,096——$783.2K—2026-11-05
Live Oak Private Wealth LLC
DECREASED11,92312,997-1,074-8%$872.1K$772.0K-$100.1K2026-11-02
Signaturefd, LLC
INCREASED11,8609,938+1,922+19%$666.8K$767.9K+$101.1K2026-10-23
Ninety One UK Ltd
DECREASED11,624202,496-190,872-94%$13.6M$751.5K-$12.8M2026-10-15
Argonautica Private Wealth Management, Inc
INCREASED10,85310,194+659+6%$684.0K$702.7K+$18.7K2026-11-02
ABN Amro Investment Solutions
DECREASED10,72012,500-1,780-14%$838.8K$694.1K-$144.6K2026-10-21
Patten Group, Inc.
DECREASED10,49211,706-1,214-10%$785.5K$679.4K-$106.1K2026-10-26
Choreo, LLC
DECREASED9,8829,932-500%$666.4K$639.9K-$26.6K2026-10-28
Tran Capital Management, L.P.
DECREASED9,298147,625-138,327-94%$9.9M$602.0K-$9.3M2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED9,2169,21600%$618.4K$596.7K-$21.7K2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED8,99991,765-82,766-90%$6.2K$582.7K+$576.5K2026-10-30
Cigna Investments Inc
UNCHANGED8,8338,83300%$598$571-$272026-10-19
Gateway Investment Advisers LLC
INCREASED7,6815,105+2,576+50%$342.5K$497.3K+$154.8K2026-10-13
Guardian Partners Inc.
NEW7,400—+7,400——$479.2K—2026-10-21
Sage Investment Counsel LLC
NEW7,220—+7,220——$467.5K—2026-10-26
Cullen T Bankers, Inc.
DECREASED7,1417,411-270-4%$497.3K$462.4K-$34.9K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED6,9707,763-793-10%$521$451-$702026-11-02
Marotta Asset Management
DECREASED6,8606,998-138-2%$467.6K$444.2K-$23.4K2026-10-02
Quadcap Wealth Management, LLC
DECREASED6,3966,590-194-3%$442.2K$414.1K-$28.0K2026-11-02
Bahl & Gaynor LLC
UNCHANGED6,0116,01100%$403.3K$389.2K-$14.1K2026-11-05
Apollon Wealth Management, LLC
INCREASED5,7785,756+22+0%$386.2K$374.1K-$12.1K2026-10-23
Capital Investment Services of America, Inc.
UNCHANGED5,7645,76400%$386.8K$373.2K-$13.5K2026-11-02
Thrivent Financial for Lutherans
DECREASED5,5217,776-2,255-29%$526$357-$1692026-11-05
Farther Finance Advisors, LLC
INCREASED5,3652,894+2,471+85%$194.2K$347.4K+$153.1K2026-10-08
Evergreen Capital Management LLC
DECREASED5,33510,486-5,151-49%$703.6K$345.4K-$358.2K2026-10-23
American Assets Investment Management, LLC
DECREASED5,25018,722-13,472-72%$1.3M$339.9K-$916.3K2026-10-30
Texas Bank & Trust Co
UNCHANGED4,8744,87400%$327.0K$315.6K-$11.5K2026-11-04
CenterStar Asset Management, LLC
NEW4,859—+4,859——$314.9K—2026-10-09
Xponance LLC
NEW4,817—+4,817——$311.9K—2026-11-03
Nixon Peabody Trust Co
UNCHANGED4,7404,74000%$318.1K$306.9K-$11.1K2026-10-23
Portside Wealth Group, LLC
DECREASED4,6664,919-253-5%$330.1K$302.1K-$27.9K2026-10-20
Sowell Financial Services LLC
INCREASED4,5153,627+888+24%$243.4K$292.4K+$49.0K2026-10-23
Wormser Freres Gestion
DECREASED4,50841,575-37,067-89%$2.8M$291.5K-$2.5M2026-10-21
Walter Public Investments Inc.
DECREASED4,38040,518-36,138-89%$2.7M$283.6K-$2.4M2026-11-05
Fisher Asset Management, LLC
DECREASED4,3275,093-766-15%$341.8K$280.2K-$61.6K2026-11-06
HB Wealth Management, LLC
INCREASED4,2853,774+511+14%$253.2K$277.4K+$24.2K2026-10-23
Kestra Advisory Services, LLC
INCREASED4,2822,983+1,299+44%$200.2K$277.3K+$77.1K2026-11-02
Axxcess Wealth Management, LLC
INCREASED4,2244,016+208+5%$269.5K$273.5K+$4.0K2026-10-21
Cranbrook Wealth Management, LLC
UNCHANGED4,2134,21300%$282.7K$272.8K-$9.9K2026-10-28
Moody Lynn Lieberson & Walker, LLC
NEW4,201—+4,201——$272.0K—2026-10-14
Davenport & Co LLC
DECREASED4,0374,321-284-7%$289.9K$261.4K-$28.5K2026-10-14
Versant Capital Management, Inc
DECREASED3,9414,027-86-2%$270.2K$255.2K-$15.0K2026-10-02
Climber Capital SA
UNCHANGED3,8923,89200%$262.5K$238.5K-$24.0K2026-10-20
Kathmere Capital Management, LLC
INCREASED3,7713,511+260+7%$235.6K$244.2K+$8.6K2026-10-20
Lester Murray Antman dba SimplyRich
DECREASED3,7603,841-81-2%$257$243.5K+$243.2K2026-11-06
Alta Capital Management LLC/
INCREASED3,6983,366+332+10%$225.9K$239.4K+$13.6K2026-10-26
Solutions 4 Wealth, Ltd
UNCHANGED3,6293,62900%$243.5K$235.0K-$8.5K2026-11-03
Fifth Third Bancorp
DECREASED3,5593,682-123-3%$247.1K$230.4K-$16.6K2026-11-05
GC Wealth Management RIA, LLC
DECREASED3,5263,797-271-7%$255.0K$228.3K-$26.7K2026-11-02
Personal CFO Solutions, LLC
DECREASED3,4303,673-243-7%$246.5K$222.1K-$24.4K2026-11-06
Greenleaf Trust
DECREASED3,2753,641-366-10%$244.3K$212.1K-$32.3K2026-10-29
Ritholtz Wealth Management
NEW3,243—+3,243——$210.0K—2026-11-05
San Luis Wealth Advisors LLC
DECREASED3,2183,308-90-3%$221.9K$208.3K-$13.6K2026-10-27
Parallel Advisors, LLC
INCREASED3,2022,642+560+21%$177.3K$207.4K+$30.1K2026-11-03
Compound Planning, Inc.
INCREASED3,1833,004+179+6%$201.5K$206.1K+$4.5K2026-11-05
Perigon Wealth Management, LLC
NEW3,121—+3,121——$202.1K—2026-10-22
Argyle Capital Partners, LLC
INCREASED3,1123,101+11+0%$208.1K$201.5K-$6.6K2026-10-23
First Affirmative Financial Network
NEW3,097—+3,097——$200.5K—2026-10-21
Mengis Capital Management, Inc.
UNCHANGED3,0923,09200%$207.5K$200.2K-$7.3K2026-10-13
HBK Sorce Advisory LLC
NEW2,685—+2,685——$205.5K—2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED2,2865+2,281+45620%$336$148.0K+$147.7K2026-10-29
Mather Group, Llc.
DECREASED2,2162,371-155-7%$159.1K$143.5K-$15.6K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED1,9321,881+51+3%$126.2K$125.1K-$1.1K2026-11-04
Gamma Investing LLC
INCREASED1,601552+1,049+190%$37.0K$103.7K+$66.6K2026-10-08
MB, Levis & Associates, LLC
UNCHANGED1,5821,58200%$106.2K$102.4K-$3.7K2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED1,5761,976-400-20%$133.3K$101.9K-$31.4K2026-10-28
Clearstead Advisors, LLC
DECREASED1,5141,535-21-1%$103.2K$97.8K-$5.3K2026-11-06
Allworth Financial LP
INCREASED1,4491,247+202+16%$83.7K$97.2K+$13.6K2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED1,3361,346-10-1%$90.3K$86.5K-$3.8K2026-10-23
Bayforest Capital Ltd
NEW1,333—+1,333——$86.3K—2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3261,738-412-24%$116.6K$85.9K-$30.8K2026-10-27
Private Trust Co NA
INCREASED1,2271,029+198+19%$69.5K$79.9K+$10.3K2026-10-20
Arlington Trust Co LLC
DECREASED1,1991,227-28-2%$82.3K$77.6K-$4.7K2026-10-20
Cromwell Holdings LLC
UNCHANGED1,1731,17300%$78.7K$76.0K-$2.8K2026-10-28
ASR Vermogensbeheer N.V.
NEW1,160—+1,160——$75.0K—2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED1,1071,10700%$74.3K$71.7K-$2.6K2026-10-05
Richardson Financial Services Inc.
INCREASED911857+54+6%$57.5K$59.0K+$1.5K2026-10-30
Assetmark, Inc
DECREASED8093,217-2,408-75%$215.9K$52.4K-$163.5K2026-10-21
Security National Bank
UNCHANGED80080000%$53.7K$51.8K-$1.9K2026-10-26
Centerpoint Advisors, LLC
UNCHANGED79579500%$53$51-$22026-11-05
Trust Co of Toledo NA
UNCHANGED77377300%$51.9K$50.1K-$1.8K2026-10-16
Jacobi Capital Management LLC
NEW734—+734——$47.5K—2026-11-05
Clean Yield Group
UNCHANGED65065000%$43.6K$42.1K-$1.5K2026-10-28
Archer Investment Corp
UNCHANGED61461400%$41.2K$39.8K-$1.4K2026-11-05
Lanark Financial, Inc.
DECREASED590599-9-1%$40.2K$38.2K-$2.0K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED574547+27+5%$36.7K$37.2K+$4632026-10-20
Rydar Equities, Inc.
NEW525—+525——$33.1K—2026-10-13
UMB Bank, n.a.
UNCHANGED51051000%$34.2K$33.0K-$1.2K2026-11-06
Oakworth Capital, Inc.
UNCHANGED43343300%$29.1K$28.0K-$1.0K2026-10-26
Pacifica Partners Inc.
UNCHANGED41041000%$28.6K$26.2K-$2.3K2026-10-09
Salomon & Ludwin, LLC
INCREASED391349+42+12%$23.3K$25.3K+$2.0K2026-10-29
Blue Trust, Inc.
DECREASED361980-619-63%$65.8K$23.4K-$42.4K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED361516-155-30%$34.6K$23.4K-$11.2K2026-10-05
Barrett & Company, Inc.
UNCHANGED35035000%$23.5K$22.7K-$8232026-10-22
Root Financial Partners, LLC
NEW342—+342——$22.1K—2026-10-21
Manchester Capital Management LLC
DECREASED331680-349-51%$45.6K$21.4K-$24.2K2026-10-22
GK Wealth Management LLC
NEW323—+323——$20.9K—2026-10-09
Owl Creek Wealth Partners LLC
DECREASED318325-7-2%$21.8K$20.6K-$1.2K2026-10-20
Larson Financial Group LLC
INCREASED31692+224+243%$6.2K$20.5K+$14.3K2026-11-05
North Star Investment Management Corp.
DECREASED307322-15-5%$21.6K$19.9K-$1.7K2026-10-27
Financial Consulate, Inc
INCREASED304212+92+43%$14.2K$19.7K+$5.5K2026-10-23
SJS Investment Consulting Inc.
INCREASED298196+102+52%$13.2K$19.3K+$6.1K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED27693+183+197%$6.2K$17.9K+$11.6K2026-10-30
Laurel Wealth Advisors LLC
NEW262—+262——$17.0K—2026-10-27
James T. Borello RIA
UNCHANGED25925900%$17.4K$16.8K-$6092026-10-16
Trust Co of Vermont
DECREASED250300-50-17%$20.1K$16.2K-$3.9K2026-10-21
Syntax Research, Inc.
UNCHANGED25025000%$16.8K$16.2K-$5872026-11-04
Financial Management Professionals, Inc.
UNCHANGED24824800%$16.6K$16.1K-$5832026-10-23
Spire Wealth Management
UNCHANGED24124100%$16.2K$15.6K-$5662026-10-30
IFP Advisors, Inc
INCREASED223179+44+25%$12.0K$14.4K+$2.4K2026-10-16
Asset Dedication, LLC
UNCHANGED21721700%$14.6K$14.1K-$5102026-11-03
Sterling Capital Management LLC
UNCHANGED20020000%$13.4K$13.0K-$4702026-10-22
Latitude Advisors, LLC
NEW183—+183——$11.9K—2026-10-27
Bare Financial Services, Inc
INCREASED183163+20+12%$10.9K$11.9K+$9132026-11-04
Golden State Wealth Management, LLC
UNCHANGED17317300%$11.6K$11.2K-$4082026-11-02
Peoples Financial Services Corp.
DECREASED172181-9-5%$12.1K$11.1K-$1.0K2026-10-20
First Pacific Financial
UNCHANGED16916900%$11.3K$10.9K-$3972026-10-14
Entrust Financial LLC
DECREASED164169-5-3%$11.3K$10.6K-$7212026-11-04
Valley National Advisers Inc
UNCHANGED16016000%$10.7K$10.4K-$3762026-10-23
Key FInancial Inc
UNCHANGED15615600%$10.5K$10.1K-$3672026-11-02
First Bancorp, Inc
INCREASED15545+110+244%$3.0K$10.0K+$7.0K2026-10-26
First Horizon Corp
DECREASED153172-19-11%$11.5K$9.9K-$1.6K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED152204-52-25%$13.7K$9.8K-$3.8K2026-11-05
Elevation Wealth Partners, LLC
INCREASED14959+90+153%$4.0K$9.6K+$5.7K2026-10-07
Essential Partners LLC
DECREASED136336-200-60%$22.5K$8.8K-$13.7K2026-10-14
Signature Equity Partners, LLC
DECREASED125131-6-5%$8.8K$8.1K-$6952026-10-29
Bfsg, LLC
NEW115—+115——$7.4K—2026-10-30
Rossby Financial, LCC
DECREASED112133-21-16%$8.9K$7.3K-$1.7K2026-11-05
William Mack & Associates, Inc.
NEW109—+109——$7.1K—2026-10-27
Advocate Investing Services LLC
UNCHANGED10710700%$7.2K$6.9K-$2512026-10-26
Richardson Capital Management LLC
UNCHANGED10710700%$7.2K$6.9K-$2522026-10-23
True Wealth Design, LLC
INCREASED10569+36+52%$4.6K$6.8K+$2.2K2026-10-13
Parkside Financial Bank & Trust
DECREASED103125-22-18%$8.4K$6.7K-$1.7K2026-10-27
Madden Securities Corp
NEW100—+100——$6.5K—2026-10-27
Costello Asset Management, Inc
UNCHANGED10010000%$6.7K$6.5K-$2352026-10-30
MTM Investment Management, LLC
UNCHANGED989800%$6.6K$6.4K-$2322026-10-30
Elyxium Wealth, LLC
NEW96—+96——$6.2K—2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED838300%$5.6K$5.4K-$1962026-10-28
Zions Bancorporation, National Association
DECREASED8293-11-12%$6.2K$5.3K-$9302026-11-06
Gilpin Wealth Management, LLC
NEW81—+81——$5.2K—2026-10-09
Central Trust Co
UNCHANGED707000%$4.7K$4.5K-$1642026-11-05
TD Private Client Wealth LLC
DECREASED6892-24-26%$6.2K$4.4K-$1.8K2026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED676700%$4.5K$4.3K-$1582026-10-16
Montag A & Associates Inc
UNCHANGED676700%$4.5K$4.3K-$1572026-10-29
CX Institutional
UNCHANGED666600%$4$4$02026-10-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED606000%$4.0K$3.9K-$1412026-10-20
Bullock Wealth Management Group
UNCHANGED585800%$3.9K$3.7K-$1672026-10-09
Albion Financial Group
DECREASED5663-7-11%$4.2K$3.6K-$6022026-10-21
JFS Wealth Advisors, LLC
DECREASED5456-2-4%$3.8K$3.5K-$2612026-11-03
Ares Financial Consulting, LLC
UNCHANGED515100%$3.4K$3.3K-$1202026-10-19
Hilltop National Bank
DECREASED50740-690-93%$49.7K$3.2K-$46.4K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED505000%$3.4K$3.2K-$1172026-10-23
CoreCap Advisors, LLC
DECREASED49164-115-70%$11.0K$3.2K-$7.8K2026-10-08
Birch Financial Group, LLC
NEW47—+47——$3.0K—2026-10-27
Center for Financial Planning, Inc.
INCREASED4620+26+130%$1.3K$3.0K+$1.6K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED454500%$3.0K$2.9K-$1062026-10-23
Cape Investment Advisory, Inc.
UNCHANGED444400%$3.0K$2.8K-$1032026-10-13
Financial Perspectives, Inc
UNCHANGED444400%$3.0K$2.8K-$1032026-11-03
Union Savings Bank
UNCHANGED404000%$2.7K$2.6K-$942026-10-14
1620 Investment Advisors, Inc.
NEW35—+35——$2.3K—2026-11-04
Breakwater Investment Management
NEW33—+33——$2.1K—2026-10-20
Bell Investment Advisors, Inc
DECREASED3353-20-38%$3.6K$2.1K-$1.4K2026-10-29
Creative Financial Designs Inc
DECREASED3254-22-41%$3.6K$2.1K-$1.6K2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED323200%$2.1K$2.1K-$752026-11-06
Granite FO LLC
UNCHANGED313100%$2.1K$2.0K-$732026-10-14
American Capital Advisory, LLC
INCREASED3023+7+30%$1.5K$1.9K+$3992026-10-28
Compass Financial Management LLC
NEW28—+28——$1.8K—2026-10-30
High Note Wealth, LLC
UNCHANGED282800%$1.9K$1.8K-$662026-10-27
Harbor Investment Advisory, LLC
UNCHANGED272700%$1.8K$1.7K-$642026-10-13
Coastline Trust Co
UNCHANGED252500%$1.7K$1.6K-$592026-10-01
Pacific Center for Financial Services
UNCHANGED242400%$1.6K$1.6K-$572026-10-15
Ascentis Wealth Management, LLC
NEW21—+21——$1.4K—2026-11-03
Caldwell Trust Co
UNCHANGED202000%$1.3K$1.3K-$472026-10-30
Jnba Financial Advisors
UNCHANGED202000%$1.3K$1.3K-$472026-11-03
First Command Advisory Services, Inc.
NEW18—+18——$1.2K—2026-11-05
Livelsberger Financial Advisory
NEW17—+17——$1.1K—2026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED161600%$1.1K$1.0K-$382026-11-04
Balance Wealth Partners LLC
NEW15—+15——$971—2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED151500%$1.0K$972-$352026-10-26
Wilkerson Advisory Group LLC
DECREASED1451-37-73%$3.4K$907-$2.5K2026-10-20
Mascoma Wealth Management LLC
INCREASED139+4+44%$604$842+$2382026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED131300%$872$842-$302026-10-16
Planning Strategies Inc.
NEW12—+12——$777—2026-10-02
WPG Advisers, LLC
UNCHANGED111100%$738$712-$262026-10-27
Team Financial Group, LLC
NEW10—+10——$648—2026-10-30
Monetary Solutions, Ltd
INCREASED104+6+150%$268$648+$3802026-10-22
SBI Securities Co., Ltd.
UNCHANGED101000%$671$648-$232026-10-22
Nova Financial LLC
NEW8—+8——$518—2026-11-04
Trust Co
DECREASED618-12-67%$1.2K$389-$8192026-10-09
DeDora Capital, Inc.
NEW5—+5——$324—2026-10-26
Highline Wealth Partners LLC
DECREASED447-43-91%$3.2K$259-$2.9K2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED4400%$268$259-$92026-11-04
Vision Financial Markets LLC
UNCHANGED4400%$268$256-$122026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
NEW3—+3——$194—2026-10-14
Abound Wealth Management
UNCHANGED3300%$202$195-$72026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED2200%$134$129-$52026-10-14
Buck Wealth Strategies, LLC
UNCHANGED2200%$135$130-$52026-10-28
Eastern Bank
UNCHANGED1100%$67$65-$22026-10-05
Heritage Family Offices, LLP
NEW0—0——$8—2026-11-02
MCF Advisors LLC
CLOSED020,677-20,677-100%$1.4M$0-$1.4M2026-10-28
Dynamic Advisor Solutions LLC
CLOSED014,268-14,268-100%$957.4K$0-$957.4K2026-10-13
Verdence Capital Advisors LLC
CLOSED06,821-6,821-100%$457.7K$0-$457.7K2026-10-26
One Wealth Capital Management, LLC
CLOSED04,280-4,280-100%$287.2K$0-$287.2K2026-10-23
State of Wyoming
CLOSED04,104-4,104-100%$275.4K$0-$275.4K2026-10-28
Trust Point Inc.
CLOSED03,849-3,849-100%$258.3K$0-$258.3K2026-10-27
Third View Private Wealth, LLC
CLOSED03,623-3,623-100%$243.1K$0-$243.1K2026-10-30
Elevation Point Wealth Partners, LLC
CLOSED03,551-3,551-100%$238.3K$0-$238.3K2026-11-05
Aaron Wealth Advisors LLC
CLOSED03,200-3,200-100%$214.7K$0-$214.7K2026-10-13
Aspen Wealth Management LLC
CLOSED03,184-3,184-100%$213.6K$0-$213.6K2026-10-14
Anchyra Partners LLC
CLOSED03,120-3,120-100%$209.4K$0-$209.4K2026-10-13
Gerald Baker Financial Group LLC
CLOSED03,072-3,072-100%$206.1K$0-$206.1K2026-10-09
Oppenheimer & Co Inc
CLOSED03,050-3,050-100%$204.7K$0-$204.7K2026-10-26
Hardy Reed LLC
CLOSED03,047-3,047-100%$204.5K$0-$204.5K2026-11-06
Trust Co of the South
CLOSED03,025-3,025-100%$203.0K$0-$203.0K2026-10-21
TFC Financial Management, Inc.
CLOSED01,240-1,240-100%$83.2K$0-$83.2K2026-10-26
Exane Asset Management
CLOSED0919-919-100%$57.4K$0-$57.4K2026-10-22
Salem Investment Counselors Inc
CLOSED0808-808-100%$54.2K$0-$54.2K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0618-618-100%$41.5K$0-$41.5K2026-11-06
Northstar Asset Management Co
CLOSED0400-400-100%$27.2K$0-$27.2K2026-10-22
AdvisorNet Financial, Inc
CLOSED0372-372-100%$25.0K$0-$25.0K2026-10-15
Grove Bank & Trust
CLOSED0324-324-100%$21.7K$0-$21.7K2026-10-08
Cornerstone Planning Group LLC
CLOSED0204-204-100%$13.7K$0-$13.7K2026-10-16
Westside Investment Management, Inc.
CLOSED0146-146-100%$9.8K$0-$9.8K2026-11-02
NBT Bank, N.A.
CLOSED058-58-100%$3.9K$0-$3.9K2026-10-21
Whipplewood Advisors, LLC
CLOSED051-51-100%$3.4K$0-$3.4K2026-10-20
Maryland Capital Advisors Inc.
CLOSED045-45-100%$3.0K$0-$3.0K2026-10-15
Armstrong Advisory Group, Inc
CLOSED043-43-100%$2.9K$0-$2.9K2026-10-09
Proathlete Wealth Management LLC
CLOSED032-32-100%$2.1K$0-$2.1K2026-10-15
Tsfg, LLC
CLOSED031-31-100%$2$0-$22026-10-23
Strategic Wealth Advisors LLC
CLOSED030-30-100%$2$0-$22026-11-06
Evolution Wealth Management Inc.
CLOSED024-24-100%$1.6K$0-$1.6K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED024-24-100%$1.6K$0-$1.6K2026-11-04
3 Factor Indexing, LLC
CLOSED020-20-100%$1.3K$0-$1.3K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED020-20-100%$1.3K$0-$1.3K2026-10-26
Sunrise Financial Services, LLC
CLOSED017-17-100%$1.1K$0-$1.1K2026-10-21
LifeSteps Financial, Inc.
CLOSED013-13-100%$872$0-$8722026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED08-8-100%$537$0-$5372026-10-07
Coston, McIsaac & Partners
CLOSED06-6-100%$0$0$02026-11-06
Cassaday & Co Wealth Management LLC
CLOSED02-2-100%$135$0-$1352026-10-27
Oslo Pensjonsforsikring AS
DECREASED01,152-1,152-100%$78.0K$0-$78.0K2026-10-15
Vanguard Capital Management LLC
N/A—14,749,582-14,749,582-100%$994.6M———
Norges Bank
N/A—10,976,697-10,976,697-100%$741.4M———
Invesco Ltd.
N/A—10,380,332-10,380,332-100%$696.5M———
AKO Capital LLP
N/A—9,683,004-9,683,004-100%$651.9K———
Aristotle Capital Management, LLC
N/A—9,154,828-9,154,828-100%$614.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,915,741-7,915,741-100%$535.8M———
FMR LLC
N/A—7,662,988-7,662,988-100%$514.2M———
UBS Group AG
N/A—7,156,307-7,156,307-100%$480.2M———
Select Equity Group, L.P.
N/A—5,766,342-5,766,342-100%$390.3M———
Goldman Sachs Group Inc
N/A—4,677,162-4,677,162-100%$313.8M———
Vanguard Fiduciary Trust Co
N/A—4,315,146-4,315,146-100%$291.0M———
Royal Bank of Canada
N/A—4,016,341-4,016,341-100%$269.5M———
Legal & General Group Plc
N/A—3,812,475-3,812,475-100%$258.1M———
WGI DM, LLC
N/A—3,463,123-3,463,123-100%$232.4M———
Southpoint Capital Advisors LP
N/A—3,400,000-3,400,000-100%$228.1M———
Bank of America Corp
N/A—2,464,811-2,464,811-100%$165.4M———
Arrowstreet Capital, Limited Partnership
N/A—2,388,071-2,388,071-100%$160.7M———
Caisse DES Depots ET Consignations
N/A—2,374,092-2,374,092-100%$160.7M———
JPMorgan Chase & Co
N/A—2,221,073-2,221,073-100%$150.2M———
Vanguard Asset Management, Ltd
N/A—2,163,119-2,163,119-100%$145.9M———
BNP Paribas Asset Management Holding S.A.
N/A—2,091,787-2,091,787-100%$141.3M———
Canada Pension Plan Investment Board
N/A—1,958,303-1,958,303-100%$132.3M———
Focus Partners Wealth
N/A—1,907,874-1,907,874-100%$128.1M———
D. E. Shaw & Co., Inc.
N/A—1,857,763-1,857,763-100%$124.7M———
Clearbridge Investments, LLC
N/A—1,685,161-1,685,161-100%$113.1M———
Thornburg Investment Management Inc
N/A—1,632,356-1,632,356-100%$109.7M———
1832 Asset Management L.P.
N/A—1,507,303-1,507,303-100%$101.1M———
Liontrust Investment Partners LLP
N/A—1,366,637-1,366,637-100%$92.5M———
Morgan Stanley
N/A—1,343,873-1,343,873-100%$90.2M———
Primecap Management Co
N/A—1,340,866-1,340,866-100%$90.0M———
Rudius Management LP
N/A—1,307,914-1,307,914-100%$87.8M———
Banque Cantonale Vaudoise
N/A—1,158,270-1,158,270-100%$78.4M———
Allianz Asset Management GmbH
N/A—1,108,247-1,108,247-100%$75.0M———
Brown Brothers Harriman & Co
N/A—1,015,513-1,015,513-100%$68.1M———
Nuveen, LLC
N/A—1,013,867-1,013,867-100%$68.6M———
Ilex Capital Partners (UK) LLP
N/A—1,010,855-1,010,855-100%$68.3M———
CIBC Bancorp USA Inc.
N/A—967,750-967,750-100%$53.3M———
SEI Investments Co
N/A—916,822-916,822-100%$61.5M———
SIH Partners, Lllp
N/A—900,319-900,319-100%$60.4M———
Beck Mack & Oliver LLC
N/A—837,556-837,556-100%$56.2M———
Franklin Resources Inc
N/A—828,323-828,323-100%$55.8M———
Envestnet Asset Management Inc
N/A—792,551-792,551-100%$53.2M———
Clark Capital Management Group, Inc.
N/A—778,707-778,707-100%$52.3M———
Wells Fargo & Company
N/A—736,503-736,503-100%$49.7M———
State of Tennessee, Department of Treasury
N/A—721,656-721,656-100%$48.8M———
Manufacturers Life Insurance Company, the
N/A—703,701-703,701-100%$47.3M———
BlackRock, Inc.
N/A—650,242-650,242-100%$43.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—649,887-649,887-100%$44.0M———
LGT Group Foundation
N/A—624,452-624,452-100%$42.2M———
Marshall Wace, LLP
N/A—623,516-623,516-100%$42.1M———
Aviva PLC
N/A—595,913-595,913-100%$40.3M———
Northern Trust Corp
N/A—552,637-552,637-100%$37.1M———
Zurich Insurance Group Ltd
N/A—539,556-539,556-100%$36.5M———
Public Employees Retirement System of Ohio
N/A—515,959-515,959-100%$34.9M———
Credit Agricole S A
N/A—500,655-500,655-100%$33.6M———
Vestal Point Capital, LP
N/A—500,000-500,000-100%$33.6M———
Public Sector Pension Investment Board
N/A—477,352-477,352-100%$31.8M———
Cerity Partners LLC
N/A—476,043-476,043-100%$31.9M———
Royal London Asset Management LTD
N/A—457,605-457,605-100%$30.7M———
Two Sigma Investments, LP
N/A—454,562-454,562-100%$30.5M———
Susquehanna Portfolio Strategies, LLC
N/A—438,259-438,259-100%$29.4M———
Qube Research & Technologies Ltd
N/A—436,678-436,678-100%$29.4M———
AQR Capital Management LLC
N/A—424,162-424,162-100%$28.4M———
Jupiter Topco LLC
N/A—421,787-421,787-100%$28.5M———
Bridges Investment Management Inc
N/A—412,607-412,607-100%$27.7M———
Citadel Advisors LLC
N/A—395,485-395,485-100%$26.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—372,723-372,723-100%$25.2M———
Bank of Montreal
N/A—339,720-339,720-100%$22.9M———
Capital Fund Management S.A.
N/A—329,453-329,453-100%$22.1M———
UBS Asset Management Americas LLC
N/A—308,916-308,916-100%$20.7M———
Ameriprise Financial Inc
N/A—306,050-306,050-100%$20.4M———
Rathbones Group PLC
N/A—282,970-282,970-100%$19.2M———
Madison Asset Management, LLC
N/A—276,512-276,512-100%$18.6M———
Korea Investment Corp
N/A—273,730-273,730-100%$18.5M———
Vanguard Investments Australia, Ltd.
N/A—256,619-256,619-100%$17.3M———
Sofinnova Investments, Inc.
N/A—255,824-255,824-100%$17.2M———
Dundas Partners LLP
N/A—249,707-249,707-100%$16.9M———
Natixis Advisors, LLC
N/A—238,995-238,995-100%$16.0K———
Sirios Capital Management L P
N/A—220,615-220,615-100%$14.8M———
Nomura Asset Management International Inc.
N/A—210,223-210,223-100%$14.1M———
TD Asset Management Inc
N/A—209,422-209,422-100%$14.2M———
Jones Financial Companies Lllp
N/A—204,327-204,327-100%$13.9M———
Trexquant Investment LP
N/A—194,698-194,698-100%$13.1M———
Dkrt Investments Corp.
N/A—188,500-188,500-100%$12.6M———
EFG International AG
N/A—186,455-186,455-100%$12.6M———
Susquehanna International Group, LLP
N/A—185,654-185,654-100%$12.5M———
Raymond James Financial Inc
N/A—185,161-185,161-100%$12.4M———
Foresight Global Investors, Inc.
N/A—175,700-175,700-100%$11.8M———
Lathrop Investment Management Co
N/A—175,035-175,035-100%$11.7K———
OAK Associates LTD
N/A—166,716-166,716-100%$11.2M———
State of Wisconsin Investment Board
N/A—157,054-157,054-100%$10.6M———
Schonfeld Strategic Advisors LLC
N/A—153,630-153,630-100%$10.3M———
Frontier Capital Management Co LLC
N/A—152,897-152,897-100%$10.3M———
HRT Financial LP
N/A—151,305-151,305-100%$10.2K———
Alliancebernstein L.P.
N/A—150,421-150,421-100%$11.3M———
Quantinno Capital Management LP
N/A—150,110-150,110-100%$10.1M———
Occudo Quantitative Strategies LP
N/A—148,474-148,474-100%$10.0M———
Optiver Holding B.V.
N/A—146,335-146,335-100%$9.8M———
Vanguard Global Advisers, LLC
N/A—145,909-145,909-100%$9.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—139,267-139,267-100%$9.3M———
Advocacy Wealth Management, LLC
N/A—123,742-123,742-100%$8.3M———
Stifel Financial Corp
N/A—122,213-122,213-100%$8.2M———
Groupama Asset Managment
N/A—120,538-120,538-100%$6.6M———
Andra Ap-fonden
N/A—119,992-119,992-100%$6.6M———
Trillium Asset Management, LLC
N/A—118,658-118,658-100%$8.0M———
USS Investment Management Ltd
N/A—114,352-114,352-100%$7.7M———
FIL Ltd
N/A—113,635-113,635-100%$7.7M———
Amica Mutual Insurance Co
N/A—112,635-112,635-100%$7.6K———
Wellington Management Group LLP
N/A—112,547-112,547-100%$7.6M———
PDT Partners, LLC
N/A—111,211-111,211-100%$7.5M———
Prudential PLC
N/A—98,965-98,965-100%$6.7M———
XTX Topco Ltd
N/A—88,940-88,940-100%$6.0M———
Voya Investment Management LLC
N/A—85,689-85,689-100%$5.8M———
Socorro Asset Management LP
N/A—83,135-83,135-100%$5.6M———
Squarepoint Ops LLC
N/A—80,366-80,366-100%$5.4M———
TriCert Investment Counsel Inc.
N/A—78,797-78,797-100%$5.3M———
Soros Capital Management LLC
N/A—78,298-78,298-100%$5.3M———
Charles Schwab Investment Management Inc
N/A—76,319-76,319-100%$5.1M———
Van Eck Associates Corp
N/A—70,156-70,156-100%$4.7M———
BLI - Banque de Luxembourg Investments
N/A—63,887-63,887-100%$4.3M———
Quantbot Technologies LP
N/A—61,184-61,184-100%$4.1M———
MML Investors Services, LLC
N/A—58,072-58,072-100%$3.9M———
Nordea Investment Management AB
N/A—56,686-56,686-100%$3.8M———
Aperture Investors, LLC
N/A—56,423-56,423-100%$3.8M———
Banco Santander, S.A.
N/A—55,419-55,419-100%$3.7M———
Orion Porfolio Solutions, LLC
N/A—54,377-54,377-100%$3.6M———
Mirova
N/A—53,882-53,882-100%$3.6M———
LGT Fund Management Co Ltd.
N/A—51,837-51,837-100%$3.5M———
Man Group plc
N/A—51,196-51,196-100%$3.4M———
Freestone Capital Holdings, LLC
N/A—48,265-48,265-100%$3.2M———
Cetera Investment Advisers
N/A—48,165-48,165-100%$3.2M———
New York State Common Retirement Fund
N/A—48,100-48,100-100%$3.2M———
MetLife Investment Management, LLC
N/A—47,956-47,956-100%$3.2M———
Osaic Holdings, Inc.
N/A—45,475-45,475-100%$3.1M———
Guardian Capital LP
N/A—44,000-44,000-100%$3.0M———
Jane Street Group, LLC
N/A—43,568-43,568-100%$2.9M———
Ossiam
N/A—42,112-42,112-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—40,692-40,692-100%$2.7M———
Janney Montgomery Scott LLC
N/A—38,852-38,852-100%$2.6K———
M&T Bank Corp
N/A—37,152-37,152-100%$2.5M———
SummitTX Capital, L.P.
N/A—36,664-36,664-100%$2.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—35,600-35,600-100%$2.4M———
Pinnacle Financial Partners, Inc.
N/A—34,434-34,434-100%$2.3M———
Maverick Capital LTD
N/A—33,036-33,036-100%$2.2M———
Sone Capital Management, LLC
N/A—32,002-32,002-100%$2.1M———
Tidal Investments LLC
N/A—31,728-31,728-100%$1.7M———
Mariner, LLC
N/A—29,836-29,836-100%$2.0M———
London Co of Virginia
N/A—29,414-29,414-100%$2.0M———
XY Capital Ltd
N/A—29,363-29,363-100%$2.0M———
Landscape Capital Management, L.L.C.
N/A—26,411-26,411-100%$1.8M———
Choate Investment Advisors
N/A—26,261-26,261-100%$1.8M———
ABN Amro Bank N.V.
N/A—26,147-26,147-100%$1.8M———
Edmond de Rothschild Holding S.A.
N/A—26,062-26,062-100%$1.8M———
Tocqueville Asset Management L.P.
N/A—25,681-25,681-100%$1.7M———
Clarkston Capital Partners, LLC
N/A—25,560-25,560-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—24,778-24,778-100%$1.7M———
Credit Industriel ET Commercial
N/A—24,758-24,758-100%$1.7M———
Captrust Financial Advisors
N/A—23,059-23,059-100%$1.5M———
Baird Financial Group, Inc.
N/A—22,854-22,854-100%$1.5M———
2Xideas AG
N/A—22,812-22,812-100%$1.5M———
Pathstone Holdings, LLC
N/A—22,138-22,138-100%$1.5M———
Sanctuary Advisors, LLC
N/A—22,117-22,117-100%$1.5M———
Vanguard Personalized Indexing Management, LLC
N/A—21,217-21,217-100%$1.4M———
Metis Global Partners, LLC
N/A—20,130-20,130-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—19,755-19,755-100%$1.3M———
Hantz Financial Services, Inc.
N/A—19,305-19,305-100%$1.3K———
Neuberger Berman Group LLC
N/A—19,138-19,138-100%$1.3M———
Ensign Peak Advisors, Inc
N/A—18,724-18,724-100%$1.3M———
Millennium Management LLC
N/A—18,612-18,612-100%$1.2M———
Intech Investment Management LLC
N/A—17,831-17,831-100%$1.2M———
Principal Securities, Inc.
N/A—17,498-17,498-100%$1.2M———
Morningstar Investment Management LLC
N/A—17,357-17,357-100%$1.3M———
Blair William & Co
N/A—17,304-17,304-100%$1.2M———
Gabelli Funds LLC
N/A—17,000-17,000-100%$1.1M———
First Trust Advisors LP
N/A—15,820-15,820-100%$1.1M———
&partners
N/A—15,617-15,617-100%$1.0M———
Numerai GP LLC
N/A—15,323-15,323-100%$1.0M———
Ridge Creek Global, Inc
N/A—14,901-14,901-100%$999.9K———
HighTower Advisors, LLC
N/A—14,269-14,269-100%$957.5K———
Ingalls & Snyder LLC
N/A—13,920-13,920-100%$934———
Harding Loevner LP
N/A—13,603-13,603-100%$912.8K———
Wahed Invest LLC
N/A—12,953-12,953-100%$876.8K———
17 Capital Partners, LLC
N/A—12,732-12,732-100%$854.3K———
Old Mission Capital LLC
N/A—12,653-12,653-100%$785.8K———
Tower Research Capital LLC (TRC)
N/A—12,623-12,623-100%$847.0K———
Sivia Capital Partners, LLC
N/A—12,401-12,401-100%$832.1K———
Phoenix Financial Ltd.
N/A—12,093-12,093-100%$816.0K———
Rhumbline Advisers
N/A—12,029-12,029-100%$807.1K———
First Manhattan Co. Llc.
N/A—11,761-11,761-100%$789.2K———
Hancock Whitney Corp
N/A—11,359-11,359-100%$762.2K———
Mercer Global Advisors Inc
N/A—11,330-11,330-100%$760.2K———
S&CO Inc
N/A—11,196-11,196-100%$751———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—11,185-11,185-100%$750.5K———
Vident Advisory, LLC
N/A—10,877-10,877-100%$729.9K———
FOX RUN Management, L.L.C.
N/A—10,855-10,855-100%$728.4K———
Callan Family Office, LLC
N/A—10,729-10,729-100%$719.9K———
Wellspring Financial Advisors, LLC
N/A—10,705-10,705-100%$718.4K———
Caisse de Depot ET Placement DU Quebec
N/A—9,480-9,480-100%$641.7K———
Circle Wealth Management, LLC
N/A—9,120-9,120-100%$617.3K———
Bessemer Group Inc
N/A—9,054-9,054-100%$607———
Winton Group Ltd
N/A—9,000-9,000-100%$603.9K———
Virtu Financial LLC
N/A—8,967-8,967-100%$602———
Evelyn Partners Group Ltd
N/A—8,837-8,837-100%$596.9K———
Mediolanum International Funds Ltd
N/A—8,327-8,327-100%$561.7K———
Fiduciary Trust Co
N/A—8,271-8,271-100%$555.0K———
Advisors Asset Management, Inc.
N/A—8,145-8,145-100%$546.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—8,072-8,072-100%$541.6K———
Beacon Pointe Advisors, LLC
N/A—8,015-8,015-100%$537.8K———
Minot DeBlois Advisors LLC
N/A—7,878-7,878-100%$528.6K———
National Bank of Canada
N/A—7,732-7,732-100%$520.2K———
Flputnam Investment Management Co
N/A—7,681-7,681-100%$515.4K———
Dearborn Partners LLC
N/A—7,415-7,415-100%$497.5K———
Westwood Holdings Group Inc
N/A—7,266-7,266-100%$487.5K———
Walleye Trading LLC
N/A—7,235-7,235-100%$485.5K———
Walleye Capital LLC
N/A—7,057-7,057-100%$473.5K———
Storgate, LLC
N/A—6,985-6,985-100%$468.7K———
Caprock Group, LLC
N/A—6,899-6,899-100%$462.9K———
Johnson Investment Counsel Inc
N/A—6,828-6,828-100%$458.2K———
Brown Advisory Inc
N/A—6,793-6,793-100%$455.8K———
Waverly Advisors, LLC
N/A—6,649-6,649-100%$446.2K———
Argent Trust Co
N/A—6,621-6,621-100%$444.3K———
Snowden Capital Advisors LLC
N/A—6,447-6,447-100%$432.6K———
United Capital Financial Advisors, LLC
N/A—6,255-6,255-100%$419.7K———
State Street Corp
N/A—6,123-6,123-100%$410.9K———
Gateway Wealth Partners, LLC
N/A—6,067-6,067-100%$407.1K———
Baader Bank Aktiengesellschaft
N/A—5,840-5,840-100%$394.4K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—5,745-5,745-100%$385.5K———
MAI Capital Management
N/A—5,518-5,518-100%$370.3K———
Marex Group Ltd
N/A—5,478-5,478-100%$367.6K———
Mutual Advisors, LLC
N/A—5,468-5,468-100%$366.9K———
WealthTrust Axiom LLC
N/A—5,372-5,372-100%$360.5K———
Syon Capital LLC
N/A—5,264-5,264-100%$353.2K———
Gotham Asset Management, LLC
N/A—5,034-5,034-100%$337.8K———
Bank of Marin
N/A—5,017-5,017-100%$336.6K———
Acadian Asset Management LLC
N/A—4,962-4,962-100%$335———
PCM Encore, LLC
N/A—4,653-4,653-100%$312.2K———
Blueshift Asset Management, LLC
N/A—4,476-4,476-100%$300.3K———
Ballentine Partners, LLC
N/A—4,370-4,370-100%$293.2K———
Dorsey & Whitney Trust Co LLC
N/A—4,320-4,320-100%$289.9K———
Capital Analysts, LLC
N/A—4,100-4,100-100%$275———
Ruggaard & Associates LLC
N/A—4,041-4,041-100%$271.2K———
CIBC World Market Inc.
N/A—4,033-4,033-100%$272.5K———
OneDigital Investment Advisors LLC
N/A—3,922-3,922-100%$263.2K———
Cresset Asset Management, LLC
N/A—3,873-3,873-100%$259.9K———
Campbell & Co Investment Adviser LLC
N/A—3,804-3,804-100%$256.3K———
Lazard Asset Management LLC
N/A—3,771-3,771-100%$254.3K———
EP Wealth Advisors, LLC
N/A—3,648-3,648-100%$244.8K———
New Republic Capital, LLC
N/A—3,559-3,559-100%$238.8K———
Glenmede Trust Co NA
N/A—3,443-3,443-100%$231.0K———
Global Retirement Partners, LLC
N/A—3,423-3,423-100%$229.7K———
Summit Trail Advisors, LLC
N/A—3,405-3,405-100%$228.5K———
Private Advisor Group, LLC
N/A—3,358-3,358-100%$225.3K———
Arax Advisory Partners
N/A—3,336-3,336-100%$223.8K———
Guggenheim Capital LLC
N/A—3,286-3,286-100%$220.5K———
Integrated Wealth Concepts LLC
N/A—3,261-3,261-100%$218.8K———
Reyl & Cie S.A.
N/A—3,254-3,254-100%$241.0K———
Vestmark Advisory Solutions, Inc.
N/A—3,252-3,252-100%$218.2K———
NewEdge Wealth, LLC
N/A—3,241-3,241-100%$217.5K———
NewEdge Advisors, LLC
N/A—3,182-3,182-100%$213.5K———
Boston Family Office LLC
N/A—3,164-3,164-100%$212———
Stephens Inc
N/A—3,115-3,115-100%$209.0K———
Dakota Wealth Management
N/A—3,028-3,028-100%$203.2K———
Transamerica Financial Advisors, LLC
N/A—2,971-2,971-100%$199.4K———
LRI Investments, LLC
N/A—2,587-2,587-100%$173.6K———
Northwestern Mutual Wealth Management Co
N/A—2,354-2,354-100%$158.0K———
SG Americas Securities, LLC
N/A—2,069-2,069-100%$139———
Huntington National Bank
N/A—2,019-2,019-100%$135.5K———
Basecamp Wealth Advisors LLC
N/A—1,878-1,878-100%$126.0K———
Allianz SE
N/A—1,700-1,700-100%$115.1K———
Steward Partners Investment Advisory, LLC
N/A—1,654-1,654-100%$111.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—1,653-1,653-100%$110.9K———
MidFirst Bank
N/A—1,463-1,463-100%$98.2K———
Harbour Investments, Inc.
N/A—1,265-1,265-100%$84.9K———
Sittner & Nelson, LLC
N/A—1,238-1,238-100%$83.1K———
Federation des caisses Desjardins du Quebec
N/A—1,191-1,191-100%$79.9K———
Park Place Capital Corp
N/A—1,190-1,190-100%$79.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,161-1,161-100%$77.9K———
Smartleaf Asset Management LLC
N/A—1,153-1,153-100%$78.0K———
Groupe la Francaise
N/A—1,000-1,000-100%$67.7K———
Group One Trading LLC
N/A—995-995-100%$66.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—750-750-100%$50.6K———
Mark Sheptoff Financial Planning, LLC
N/A—720-720-100%$48.3K———
Bartlett & Co. Wealth Management LLC
N/A—653-653-100%$43.8K———
Ameritas Advisory Services, LLC
N/A—577-577-100%$38.7K———
Rothschild Investment LLC
N/A—450-450-100%$30.2K———
Quantum Portfolio Management LLC
N/A—443-443-100%$29.7K———
Aberdeen Wealth Management LLC
N/A—406-406-100%$27.2K———
IFG Advisory, LLC
N/A—348-348-100%$23.4K———
Westfuller Advisors, LLC
N/A—343-343-100%$23.0K———
BFC Planning, Inc.
N/A—342-342-100%$22.9K———
Private Wealth Asset Management, LLC
N/A—316-316-100%$21.2K———
Cornerstone Financial Management LLC
N/A—315-315-100%$21.1K———
Measured Wealth Private Client Group, LLC
N/A—304-304-100%$20.4K———
PIN OAK Investment Advisors Inc
N/A—301-301-100%$20———
Continuum Advisory, LLC
N/A—293-293-100%$19.7K———
Atlantic Union Bankshares Corp
N/A—292-292-100%$19.6K———
Prestige Wealth Management Group LLC
N/A—251-251-100%$16.8K———
SouthState Bank Corp
N/A—203-203-100%$13.7K———
Federated Hermes, Inc.
N/A—193-193-100%$13.0K———
Avalon Trust Co
N/A—180-180-100%$12.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—179-179-100%$12———
Millstone Evans Group, LLC
N/A—179-179-100%$12.0K———
Anchor Investment Management, LLC
N/A—170-170-100%$11.4K———
Basepoint Wealth LLC
N/A—167-167-100%$11.2K———
Manning & Napier Advisors LLC
N/A—160-160-100%$10.7K———
Allied Private Wealth LLC
N/A—156-156-100%$10.4K———
Fiduciary Financial Advisors
N/A—143-143-100%$9.4K———
Steigerwald, Gordon & Koch Inc.
N/A—142-142-100%$9.5K———
WealthCollab, LLC
N/A—125-125-100%$8.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—125-125-100%$8.4K———
Motco
N/A—114-114-100%$7.6K———
McMillan Office, Inc.
N/A—113-113-100%$7.6K———
Bruce G. Allen Investments, LLC
N/A—111-111-100%$7.4K———
Ancora Advisors LLCA
N/A—110-110-100%$7.4K———
GW&K Investment Management, LLC
N/A—107-107-100%$7———
Geneos Wealth Management Inc.
N/A—101-101-100%$6.8K———
Colonial Trust Advisors
N/A—100-100-100%$6.7K———
Sachetta, LLC
N/A—97-97-100%$6.5K———
Smithfield Trust Co
N/A—92-92-100%$6———
Banque Transatlantique SA
N/A—91-91-100%$6.1K———
Raffa Wealth Management, LLC
N/A—89-89-100%$6.0K———
Strategic Wealth Partners, Ltd.
N/A—88-88-100%$5.9K———
Bogart Wealth, LLC
N/A—85-85-100%$5.7K———
LGT Financial Advisors LLC
N/A—79-79-100%$5.3K———
HFM Investment Advisors, LLC
N/A—70-70-100%$4.7K———
VSM Wealth Advisory, LLC
N/A—58-58-100%$3.9K———
Cbiz Investment Advisory Services, LLC
N/A—54-54-100%$4.1K———
Nalls Sherbakoff Group, LLC
N/A—50-50-100%$3.4K———
Aventura Private Wealth, LLC
N/A—39-39-100%$2.6K———
SHP Wealth Management
N/A—36-36-100%$2.4K———
JPL Wealth Management, LLC
N/A—33-33-100%$2.2K———
Fourth Dimension Wealth, LLC
N/A—30-30-100%$2.0K———
Penserra Capital Management LLC
N/A—30-30-100%$2———
PlanVest Financial, Inc
N/A—29-29-100%$1.9K———
FWL Investment Management, LLC
N/A—27-27-100%$1.8K———
BOK Financial Private Wealth, Inc.
N/A—26-26-100%$1.7K———
Colonial Trust Co / SC
N/A—23-23-100%$1.5K———
Webster Bank, N. A.
N/A—20-20-100%$1.3K———
Hamrick Investment Counsel, llc
N/A—20-20-100%$1.3K———
Highland Investment Advisors LLC
N/A—11-11-100%$738———
Crewe Advisors LLC
N/A—11-11-100%$739———
Quent Capital, LLC
N/A—7-7-100%$470———
Marshall Investment Management, LLC
N/A—7-7-100%$470———
Delta Asset Management LLC
N/A—6-6-100%$403———
Strive Financial Group,LLC
N/A—4-4-100%$268———
Dunhill Financial, LLC
N/A—4-4-100%$268———
Hollencrest Capital Management
N/A—4-4-100%$268———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 678 of 678 institutions