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UBS Group AG (UBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares63,800,525 from 64,920,294
Change-1,119,769 (-2%)
Value$3.1B (-$146.7M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares37,540,956 from 36,743,822
Change+797,134 (+2%)
Value$1.8B (-$13.3M)
Filed 2026-11-03
Amundi
INCREASED
Shares25,812,267 from 25,463,870
Change+348,397 (+1%)
Value$1.2B (-$19.6M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares23,716,879 from 16,536,418
Change+7,180,461 (+43%)
Value$1.1B (+$323.2M)
Filed 2026-10-15
Deutsche Bank Ag\
DECREASED
Shares22,915,525 from 24,147,522
Change-1,231,997 (-5%)
Value$1.1B (-$93.8M)
Filed 2026-11-06
Pzena Investment Management LLC
DECREASED
Shares15,322,845 from 22,604,129
Change-7,281,284 (-32%)
Value$617.4M (-$288.2M)
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares14,471,691 from 14,698,356
Change-226,665 (-2%)
Value$697.8M (-$30.7M)
Filed 2026-10-16
LBP AM SA
NEW
Shares7,812,061
Change+7,812,061
Value$377.0M
Filed 2026-11-06
Ninety One UK Ltd
INCREASED
Shares7,469,509 from 7,133,245
Change+336,264 (+5%)
Value$360.4M (+$6.2M)
Filed 2026-10-15
Acadian Asset Management LLC
INCREASED
Shares7,284,910 from 3,556,341
Change+3,728,569 (+105%)
Value$351.5K (+$174.9K)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares7,010,144 from 6,575,317
Change+434,827 (+7%)
Value$337.4M (+$11.5M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares6,932,349 from 7,234,261
Change-301,912 (-4%)
Value$334.5M (-$24.8M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares6,676,157 from 6,405,254
Change+270,903 (+4%)
Value$322.2M (+$4.2M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares5,685,219 from 5,601,012
Change+84,207 (+2%)
Value$274.3M (-$3.7M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares5,431,220 from 4,269,505
Change+1,161,715 (+27%)
Value$262.2K (+$100.2K)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
DECREASED
Shares5,180,914 from 5,382,576
Change-201,662 (-4%)
Value$250.0M (-$17.3M)
Filed 2026-11-04
M&G Plc
DECREASED
Shares5,015,792 from 5,307,939
Change-292,147 (-5%)
Value$240.1M (-$22.6M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares4,963,006 from 4,893,948
Change+69,058 (+1%)
Value$238.9M (-$3.7M)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares2,922,465 from 2,044,026
Change+878,439 (+43%)
Value$140.9M (+$39.6M)
Filed 2026-11-09
Border to Coast Pensions Partnership Ltd
INCREASED
Shares2,510,000 from 2,394,800
Change+115,200 (+5%)
Value$120.9K (+$2.1K)
Filed 2026-10-09
ASR Vermogensbeheer N.V.
DECREASED
Shares2,344,389 from 2,401,020
Change-56,631 (-2%)
Value$113.1M (-$6.1M)
Filed 2026-10-16
Generali Asset Management SPA SGR
DECREASED
Shares2,207,465 from 2,491,590
Change-284,125 (-11%)
Value$88.9M (-$10.9M)
Filed 2026-10-26
Banque Pictet & CIE SA
INCREASED
Shares1,771,707 from 1,637,812
Change+133,895 (+8%)
Value$85.5M (+$4.2M)
Filed 2026-10-16
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares1,325,983 from 1,295,198
Change+30,785 (+2%)
Value$64.0M (-$337.9K)
Filed 2026-11-09
SEB Asset Management AB
DECREASED
Shares1,246,986 from 1,302,198
Change-55,212 (-4%)
Value$60.2M (-$4.5M)
Filed 2026-11-04
Crocodile Capital Partners GmbH
UNCHANGED
Shares1,170,000 from 1,170,000
Change0 (0%)
Value$56.3M (-$1.7M)
Filed 2026-10-09
J. Safra Sarasin Holding AG
DECREASED
Shares1,072,775 from 1,104,367
Change-31,592 (-3%)
Value$41.7M (-$1.6M)
Filed 2026-10-26
MacKenzie Financial Corp
INCREASED
Shares946,487 from 884,672
Change+61,815 (+7%)
Value$45.6M (+$10.2M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares857,863 from 853,597
Change+4,266 (+1%)
Value$41.4K (-$1.0K)
Filed 2026-11-05
GAM Holding AG
INCREASED
Shares773,760 from 762,272
Change+11,488 (+2%)
Value$37.3M (-$518.8K)
Filed 2026-11-03
Systrade AG
INCREASED
Shares705,200 from 627,300
Change+77,900 (+12%)
Value$33.9M (+$2.9M)
Filed 2026-10-09
Channing Global Advisors, LLC
DECREASED
Shares657,342 from 672,402
Change-15,060 (-2%)
Value$31.7M (-$1.7M)
Filed 2026-11-03
Levin Capital Strategies, L.P.
DECREASED
Shares609,818 from 624,785
Change-14,967 (-2%)
Value$29.4M (-$1.6M)
Filed 2026-11-02
Fiera Capital Corp
INCREASED
Shares594,975 from 574,968
Change+20,007 (+3%)
Value$28.6M (+$140.7K)
Filed 2026-11-06
Maryland State Retirement & Pension System
DECREASED
Shares533,613 from 572,521
Change-38,908 (-7%)
Value$25.7M (-$2.6M)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares526,187 from 524,274
Change+1,913 (+0%)
Value$25.3M (-$657.6K)
Filed 2026-11-06
Pictet North America Advisors SA
INCREASED
Shares513,916 from 369,357
Change+144,559 (+39%)
Value$24.8M (+$6.5M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares500,376 from 456,481
Change+43,895 (+10%)
Value$24.1M (+$1.5M)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares334,833 from 376,522
Change-41,689 (-11%)
Value$16.1M (-$2.5M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares326,420 from 325,540
Change+880 (+0%)
Value$15.7M (-$423.2K)
Filed 2026-11-06
Haven Global Partners, LLC
DECREASED
Shares300,639 from 423,016
Change-122,377 (-29%)
Value$14.5M (-$6.5M)
Filed 2026-10-13
Intech Investment Management LLC
INCREASED
Shares282,609 from 189,448
Change+93,161 (+49%)
Value$13.6M (+$4.2M)
Filed 2026-11-09
Jefferies Financial Group Inc.
INCREASED
Shares282,117 from 123,024
Change+159,093 (+129%)
Value$13.6M (+$7.5M)
Filed 2026-11-05
Henry James International Management Inc.
DECREASED
Shares272,328 from 272,365
Change-37 (0%)
Value$13.1M (-$391.3K)
Filed 2026-10-14
Evergreen Capital Management LLC
DECREASED
Shares268,711 from 269,605
Change-894 (0%)
Value$12.9M (-$428.6K)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares261,240 from 150,546
Change+110,694 (+74%)
Value$12.6M (+$5.1M)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares249,751 from 276,622
Change-26,871 (-10%)
Value$12.0M (-$1.7M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares231,239 from 187,902
Change+43,337 (+23%)
Value$10.9M (+$1.6M)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares214,957 from 222,503
Change-7,546 (-3%)
Value$10.3M (-$681.4K)
Filed 2026-10-21
Value Partners Investments Inc.
DECREASED
Shares213,892 from 238,892
Change-25,000 (-10%)
Value$10.3M (-$1.5M)
Filed 2026-10-19
Bessemer Group Inc
INCREASED
Shares165,951 from 152,569
Change+13,382 (+9%)
Value$8.0K (+$428)
Filed 2026-11-09
Ritholtz Wealth Management
INCREASED
Shares159,302 from 158,219
Change+1,083 (+1%)
Value$7.7M (-$174.1K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares153,467 from 135,348
Change+18,119 (+13%)
Value$7.4M (+$678.5K)
Filed 2026-10-21
Inspire Trust Co, N.A.
DECREASED
Shares149,000 from 155,000
Change-6,000 (-4%)
Value$7.2M (-$510.4K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares144,526 from 130,512
Change+14,014 (+11%)
Value$7.0M (+$487.9K)
Filed 2026-11-05
DE Burlo Group Inc
NEW
Shares141,300
Change+141,300
Value$6.8M
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares140,115 from 137,057
Change+3,058 (+2%)
Value$6.7M (-$48.8K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares136,384 from 136,384
Change0 (0%)
Value$6.6M (-$186.1K)
Filed 2026-10-22
Helios Capital Management Pte. LTD
UNCHANGED
Shares136,000 from 136,000
Change0 (0%)
Value$6.6M (-$183.2K)
Filed 2026-10-14
Triasima Portfolio Management inc.
DECREASED
Shares135,373 from 154,449
Change-19,076 (-12%)
Value$6.5M (-$1.1M)
Filed 2026-10-15
CenterBook Partners LP
INCREASED
Shares132,936 from 77,849
Change+55,087 (+71%)
Value$6.4M (+$2.5M)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares127,127 from 126,826
Change+301 (+0%)
Value$6.1M (-$202.5K)
Filed 2026-10-20
Gradient Investments LLC
DECREASED
Shares119,345 from 132,484
Change-13,139 (-10%)
Value$5.7M (-$821.8K)
Filed 2026-10-08
Ninety One North America, Inc.
UNCHANGED
Shares117,577 from 117,577
Change0 (0%)
Value$5.7M (-$165.5K)
Filed 2026-10-15
111 Capital
NEW
Shares112,116
Change+112,116
Value$5.4M
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares111,874 from 326,107
Change-214,233 (-66%)
Value$4.8M (-$8.1M)
Filed 2026-10-29
Calamos Wealth Management LLC
NEW
Shares97,472
Change+97,472
Value$4.7M
Filed 2026-11-02
Plato Investment Management Ltd
DECREASED
Shares93,364 from 99,572
Change-6,208 (-6%)
Value$4.5M (-$391.6K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares87,926 from 86,732
Change+1,194 (+1%)
Value$4.2M (-$66.6K)
Filed 2026-10-23
Highland Capital Management, LLC
INCREASED
Shares84,606 from 83,806
Change+800 (+1%)
Value$4.1M (-$81.3K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares80,738 from 75,663
Change+5,075 (+7%)
Value$3.9M (+$136.1K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares71,926 from 74,386
Change-2,460 (-3%)
Value$3.5M (-$224.8K)
Filed 2026-10-13
Mitchell Capital Management Co
INCREASED
Shares70,246 from 69,781
Change+465 (+1%)
Value$3.4M (-$77.4K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares68,897 from 69,570
Change-673 (-1%)
Value$3.3M (-$131.9K)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares65,914 from 66,955
Change-1,041 (-2%)
Value$3.2M (-$145.8K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares64,964 from 54,506
Change+10,458 (+19%)
Value$3.1M (+$218.5K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares63,873 from 47,292
Change+16,581 (+35%)
Value$3.1M (+$830.3K)
Filed 2026-11-06
Altman Advisors, Inc.
DECREASED
Shares62,530 from 62,585
Change-55 (0%)
Value$3.0M (-$92.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares62,176 from 47,613
Change+14,563 (+31%)
Value$3.0M (+$632.8K)
Filed 2026-10-15
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares61,209 from 61,209
Change0 (0%)
Value$3.0M (-$86.2K)
Filed 2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares60,959 from 60,959
Change0 (0%)
Value$2.9M (-$87.2K)
Filed 2026-10-14
Orca Wealth Management, LLC
DECREASED
Shares59,317 from 59,821
Change-504 (-1%)
Value$2.9M (-$109.8K)
Filed 2026-10-14
Factory Mutual Insurance Co
UNCHANGED
Shares57,893 from 57,893
Change0 (0%)
Value$2.8M (-$82.8K)
Filed 2026-10-30
Cigna Investments Inc
DECREASED
Shares56,628 from 57,440
Change-812 (-1%)
Value$2.7K (-$120)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares56,080 from 54,346
Change+1,734 (+3%)
Value$2.7K (+$6)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
INCREASED
Shares52,066 from 51,940
Change+126 (+0%)
Value$2.5M (-$68.2K)
Filed 2026-10-09
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares51,110 from 51,081
Change+29 (+0%)
Value$2.5M (-$71.6K)
Filed 2026-10-14
Arga Investment Management, LP
DECREASED
Shares47,907 from 75,301
Change-27,394 (-36%)
Value$2.3M (-$1.4M)
Filed 2026-10-30
Keybank National Association
INCREASED
Shares47,290 from 46,204
Change+1,086 (+2%)
Value$2.3M (-$13.8K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares46,925 from 50,020
Change-3,095 (-6%)
Value$2.3M (-$220.5K)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares45,855 from 45,243
Change+612 (+1%)
Value$2.2M (-$35.3K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares45,337 from 37,564
Change+7,773 (+21%)
Value$2.2M (+$320.4K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares40,369 from 39,599
Change+770 (+2%)
Value$1.9M (-$19.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares39,109 from 42,347
Change-3,238 (-8%)
Value$1.9M (-$216.4K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares37,696 from 23,818
Change+13,878 (+58%)
Value$1.8M (+$633.6K)
Filed 2026-11-02
Cullinan Associates Inc
DECREASED
Shares36,407 from 40,407
Change-4,000 (-10%)
Value$1.8M (-$250.3K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares36,350 from 36,350
Change0 (0%)
Value$1.7M (-$52.0K)
Filed 2026-10-14
FCG Investment Co
INCREASED
Shares34,674 from 29,563
Change+5,111 (+17%)
Value$1.7M (+$203.7K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares34,177 from 33,990
Change+187 (+1%)
Value$1.6M (-$39.6K)
Filed 2026-10-14
Hantz Financial Services, Inc.
DECREASED
Shares33,491 from 48,575
Change-15,084 (-31%)
Value$1.6K (-$795)
Filed 2026-11-09
J.Safra Asset Management Corp
INCREASED
Shares33,344 from 26,778
Change+6,566 (+25%)
Value$1.6M (+$277.7K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares32,156 from 31,817
Change+339 (+1%)
Value$1.5M (-$29.2K)
Filed 2026-10-27
NFJ Investment Group, LLC
INCREASED
Shares32,048 from 20,596
Change+11,452 (+56%)
Value$1.3M (+$465.9K)
Filed 2026-11-09
Bailard, Inc.
INCREASED
Shares31,795 from 31,504
Change+291 (+1%)
Value$1.5M (-$31.0K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares31,462 from 30,424
Change+1,038 (+3%)
Value$1.5M (+$6.3K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares31,033 from 190,346
Change-159,313 (-84%)
Value$1.5M (-$7.9M)
Filed 2026-11-05
Themes Management Co LLC
INCREASED
Shares30,762 from 19,708
Change+11,054 (+56%)
Value$1.5M (+$503.8K)
Filed 2026-10-29
Chicago Trust Co NA
DECREASED
Shares29,175 from 30,541
Change-1,366 (-4%)
Value$1.4M (-$109.4K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares28,516 from 24,910
Change+3,606 (+14%)
Value$1.4M (+$138.1K)
Filed 2026-10-08
Bellecapital International Ltd.
DECREASED
Shares27,879 from 51,154
Change-23,275 (-45%)
Value$1.3M (-$1.2M)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares27,159 from 30,990
Change-3,831 (-12%)
Value$1.3M (-$228.7K)
Filed 2026-10-28
Legacy Capital Group California, Inc.
DECREASED
Shares26,919 from 31,602
Change-4,683 (-15%)
Value$1.3M (-$270.6K)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares26,754 from 25,999
Change+755 (+3%)
Value$1.3M (-$825)
Filed 2026-10-26
Coldstream Capital Management Inc
DECREASED
Shares26,704 from 30,650
Change-3,946 (-13%)
Value$1.3M (-$233.7K)
Filed 2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares26,684 from 26,684
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-15
Gryphon Financial Partners LLC
INCREASED
Shares25,925 from 24,481
Change+1,444 (+6%)
Value$1.2M (+$34.5K)
Filed 2026-11-04
Henshaw Capital LLC
UNCHANGED
Shares25,815 from 25,815
Change0 (0%)
Value$1.2M (-$36.9K)
Filed 2026-11-03
Antipodes Partners Ltd
UNCHANGED
Shares24,604 from 24,604
Change0 (0%)
Value$1.2M (-$34.6K)
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares24,441 from 11,708
Change+12,733 (+109%)
Value$1.2M (+$596.1K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares24,309 from 120
Change+24,189 (+20158%)
Value$1.2M (+$1.2M)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares24,041 from 23,532
Change+509 (+2%)
Value$1.2M (-$9.2K)
Filed 2026-10-02
Atlas Capital Advisors Inc.
INCREASED
Shares23,653 from 22,796
Change+857 (+4%)
Value$100.1K (-$1.0M)
Filed 2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares23,592 from 23,592
Change0 (0%)
Value$1.1M (-$33.7K)
Filed 2026-11-03
Pinnacle Associates LTD
UNCHANGED
Shares23,342 from 23,342
Change0 (0%)
Value$1.1M (-$33.4K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares23,333 from 22,806
Change+527 (+2%)
Value$1.1M (-$7.3K)
Filed 2026-10-16
Solstein Capital, LLC
UNCHANGED
Shares22,647 from 22,647
Change0 (0%)
Value$1.1M (-$32.0K)
Filed 2026-11-02
U S Global Investors Inc
UNCHANGED
Shares22,300 from 22,300
Change0 (0%)
Value$1.1M (-$31.9K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares22,136 from 22,046
Change+90 (+0%)
Value$1.1M (-$27.2K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares20,736 from 20,470
Change+266 (+1%)
Value$998.0K (-$16.5K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares20,651 from 19,096
Change+1,555 (+8%)
Value$993.9K (+$47.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,407 from 21,721
Change-1,314 (-6%)
Value$982 (-$95)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares20,375 from 31,467
Change-11,092 (-35%)
Value$980.6K (-$578.9K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares20,250 from 14,975
Change+5,275 (+35%)
Value$974.6K (+$232.5K)
Filed 2026-10-27
Centennial Bank
DECREASED
Shares19,773 from 19,871
Change-98 (0%)
Value$951.7K (-$33.1K)
Filed 2026-11-09
denkapparat Operations GmbH
INCREASED
Shares19,752 from 5,388
Change+14,364 (+267%)
Value$952.2K (+$685.2K)
Filed 2026-11-09
Personal CFO Solutions, LLC
INCREASED
Shares19,566 from 19,488
Change+78 (+0%)
Value$941.7K (-$24.1K)
Filed 2026-11-06
Pavaki Capital Management LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$915.9K (-$25.6K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares18,866 from 18,989
Change-123 (-1%)
Value$908.0K (-$33.0K)
Filed 2026-11-06
Net Worth Advisory Group
INCREASED
Shares18,224 from 17,947
Change+277 (+2%)
Value$866.9K (-$22.5K)
Filed 2026-10-20
Ascent Group, LLC
INCREASED
Shares18,029 from 16,580
Change+1,449 (+9%)
Value$867.7K (+$46.0K)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares17,513 from 16,166
Change+1,347 (+8%)
Value$842.9K (+$41.7K)
Filed 2026-11-06
Massachusetts Wealth Management
DECREASED
Shares17,330 from 21,080
Change-3,750 (-18%)
Value$834.1K (-$210.6K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
DECREASED
Shares16,895 from 18,122
Change-1,227 (-7%)
Value$813.2K (-$85.0K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares16,627 from 22,424
Change-5,797 (-26%)
Value$800.2K (-$311.1K)
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares16,283 from 17,006
Change-723 (-4%)
Value$783.7K (-$59.1K)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares16,033 from 16,524
Change-491 (-3%)
Value$771.7K (-$47.3K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares16,000 from 16,144
Change-144 (-1%)
Value$770.1K (-$30.0K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares15,192 from 14,763
Change+429 (+3%)
Value$731.2K (-$463)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED
Shares14,896 from 14,896
Change0 (0%)
Value$718.9K (-$20.7K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares14,728 from 12,649
Change+2,079 (+16%)
Value$708.9K (+$82.0K)
Filed 2026-10-08
Sage Rhino Capital LLC
DECREASED
Shares14,029 from 14,030
Change-1 (0%)
Value$675.2K (-$20.1K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
DECREASED
Shares14,014 from 14,196
Change-182 (-1%)
Value$674.5K (-$29.1K)
Filed 2026-11-09
swisspartners Advisors Ltd
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$675.0K (-$18.9K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares13,911 from 13,487
Change+424 (+3%)
Value$669.5K (+$1.1K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares13,902 from 12,751
Change+1,151 (+9%)
Value$669.1K (+$37.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares13,525 from 13,306
Change+219 (+2%)
Value$651.0K (-$8.5K)
Filed 2026-10-27
Summit Global Investments
INCREASED
Shares13,021 from 12,636
Change+385 (+3%)
Value$627 (+$1)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares12,794 from 13,693
Change-899 (-7%)
Value$615.8K (+$80.8K)
Filed 2026-10-13
Trust Point Inc.
DECREASED
Shares12,735 from 13,926
Change-1,191 (-9%)
Value$612.9K (-$77.2K)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares12,512 from 13,334
Change-822 (-6%)
Value$602.2K (-$58.6K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares12,409 from 12,074
Change+335 (+3%)
Value$597.3K (-$1.1K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED
Shares12,373 from 12,543
Change-170 (-1%)
Value$595.5K (-$26.1K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares12,134 from 12,134
Change0 (0%)
Value$585.6K (-$16.9K)
Filed 2026-10-22
Leuthold Group, LLC
UNCHANGED
Shares11,983 from 11,983
Change0 (0%)
Value$576.7K (-$17.1K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares11,967 from 11,559
Change+408 (+4%)
Value$571.8K (-$35.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares11,967 from 11,559
Change+408 (+4%)
Value$571.8K (-$35.5K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares11,937 from 10,568
Change+1,369 (+13%)
Value$574.5K (+$50.8K)
Filed 2026-10-28
FDx Advisors, Inc.
DECREASED
Shares11,720 from 11,797
Change-77 (-1%)
Value$564 (-$21)
Filed 2026-11-09
Optas, LLC
INCREASED
Shares11,280 from 10,696
Change+584 (+5%)
Value$542.9K (+$12.8K)
Filed 2026-11-09
Plimoth Trust Co LLC
NEW
Shares11,131
Change+11,131
Value$535.7K
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares11,083 from 13,650
Change-2,567 (-19%)
Value$533.4K (-$143.1K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares11,050 from 8,612
Change+2,438 (+28%)
Value$531.9K (+$105.0K)
Filed 2026-11-02
Drive Wealth Management, LLC
DECREASED
Shares11,012 from 11,849
Change-837 (-7%)
Value$530.0K (-$57.2K)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares11,001 from 10,021
Change+980 (+10%)
Value$529.5K (+$32.8K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED
Shares10,560 from 10,560
Change0 (0%)
Value$508.3K (-$15.1K)
Filed 2026-10-09
Marks Group Wealth Management, Inc
INCREASED
Shares10,535 from 6,941
Change+3,594 (+52%)
Value$507.1K (+$163.1K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares10,387 from 10,556
Change-169 (-2%)
Value$499.9K (-$22.5K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares10,297 from 9,564
Change+733 (+8%)
Value$495.6K (+$21.6K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares10,189 from 10,060
Change+129 (+1%)
Value$490.4K (-$8.2K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares10,150 from 11,286
Change-1,136 (-10%)
Value$488.5K (-$70.8K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
DECREASED
Shares10,112 from 10,117
Change-5 (0%)
Value$486.7K (-$14.7K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares9,947 from 8,967
Change+980 (+11%)
Value$478.8K (+$34.3K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares9,373 from 8,157
Change+1,216 (+15%)
Value$464.5K (+$60.2K)
Filed 2026-11-06
LVW Advisors, LLC
INCREASED
Shares9,337 from 8,815
Change+522 (+6%)
Value$449.4K (+$12.5K)
Filed 2026-10-19
Adell Harriman & Carpenter Inc
NEW
Shares9,315
Change+9,315
Value$448.4K
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares9,292 from 8,953
Change+339 (+4%)
Value$447.2K (+$3.5K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares9,194 from 9,178
Change+16 (+0%)
Value$442.5K (-$12.4K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares9,050 from 8,881
Change+169 (+2%)
Value$435.6K (-$4.6K)
Filed 2026-11-05
Credit Capital Investments LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$433.2K (-$12.9K)
Filed 2026-10-22
1900 Wealth Management LLC
NEW
Shares8,958
Change+8,958
Value$431.1K
Filed 2026-10-13
Exchange Traded Concepts, LLC
NEW
Shares8,917
Change+8,917
Value$429.2K
Filed 2026-10-28
Focused Alpha, LLC
UNCHANGED
Shares8,892 from 8,892
Change0 (0%)
Value$428.0K (-$12.7K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares8,780 from 8,780
Change0 (0%)
Value$417.7K (-$18.9K)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares8,767 from 8,767
Change0 (0%)
Value$422.0K (-$12.5K)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares8,702 from 7,300
Change+1,402 (+19%)
Value$418.8K (+$57.0K)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares8,648 from 6,054
Change+2,594 (+43%)
Value$416.2K (+$116.2K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares8,551 from 8,450
Change+101 (+1%)
Value$402.4K (-$37.7K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares8,444 from 7,162
Change+1,282 (+18%)
Value$406.4K (+$51.5K)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares8,439 from 9,189
Change-750 (-8%)
Value$406.2K (-$49.2K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares8,421 from 8,159
Change+262 (+3%)
Value$405.3K (+$942)
Filed 2026-10-13
Athena Wealth Management, LLC
INCREASED
Shares8,295 from 6,908
Change+1,387 (+20%)
Value$399.2K (+$56.9K)
Filed 2026-10-09
Werba Rubin Papier Wealth Management
DECREASED
Shares8,187 from 8,314
Change-127 (-2%)
Value$394.0K (-$18.0K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares8,090 from 8,068
Change+22 (+0%)
Value$389.4K (-$10.5K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares8,044 from 7,607
Change+437 (+6%)
Value$387.2K (+$10.1K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares8,042 from 7,958
Change+84 (+1%)
Value$387.1K (-$7.3K)
Filed 2026-10-14
Investors Research Corp
UNCHANGED
Shares8,036 from 8,036
Change0 (0%)
Value$386.8K (-$11.5K)
Filed 2026-10-07
Traveka Wealth, LLC
INCREASED
Shares7,878 from 7,500
Change+378 (+5%)
Value$379.2K (+$7.5K)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares7,828 from 4,156
Change+3,672 (+88%)
Value$376.8K (+$170.8K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares7,674 from 6,164
Change+1,510 (+25%)
Value$369.3K (+$63.9K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares7,481 from 5,588
Change+1,893 (+34%)
Value$360.1K (+$83.1K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares7,437 from 5,976
Change+1,461 (+24%)
Value$357.9K (+$61.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares7,270 from 7,185
Change+85 (+1%)
Value$352.6K (-$3.7K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares7,242 from 7,242
Change0 (0%)
Value$348.6K (-$10.4K)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares7,183 from 7,171
Change+12 (+0%)
Value$345.7K (+$345.3K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares7,057 from 11,899
Change-4,842 (-41%)
Value$339.7K (-$250.1K)
Filed 2026-10-30
Intesa Sanpaolo Wealth Management
DECREASED
Shares6,984 from 27,095
Change-20,111 (-74%)
Value$337.1K (-$1.0M)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares6,962 from 10,656
Change-3,694 (-35%)
Value$335.1K (-$193.0K)
Filed 2026-10-26
Ninety One SA (PTY) Ltd
DECREASED
Shares6,895 from 7,000
Change-105 (-1%)
Value$332.7K (-$14.9K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
NEW
Shares6,839
Change+6,839
Value$317.1K
Filed 2026-10-27
Angeles Wealth Management, LLC
INCREASED
Shares6,828 from 6,622
Change+206 (+3%)
Value$328.6K (+$446)
Filed 2026-10-26
Columbia Asset Management
UNCHANGED
Shares6,798 from 6,798
Change0 (0%)
Value$327.2K (-$9.7K)
Filed 2026-10-19
Seven Mile Advisory
DECREASED
Shares6,737 from 6,980
Change-243 (-3%)
Value$324.3K (-$21.7K)
Filed 2026-10-22
Riversedge Advisors, LLC
INCREASED
Shares6,729 from 6,531
Change+198 (+3%)
Value$323.9K (+$191)
Filed 2026-10-09
West Family Investments, Inc.
DECREASED
Shares6,557 from 9,606
Change-3,049 (-32%)
Value$315.6K (-$160.5K)
Filed 2026-11-09
Centurion Wealth Management LLC
INCREASED
Shares6,539 from 6,500
Change+39 (+1%)
Value$314.7K (-$7.4K)
Filed 2026-10-13
Seed Wealth Management, Inc.
DECREASED
Shares6,460 from 11,695
Change-5,235 (-45%)
Value$310.9K (-$268.7K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares6,435 from 9,476
Change-3,041 (-32%)
Value$309.7K (-$159.9K)
Filed 2026-10-29
Titleist Asset Management, LLC
DECREASED
Shares6,346 from 6,501
Change-155 (-2%)
Value$305.5K (-$16.8K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares6,299 from 4,651
Change+1,648 (+35%)
Value$303.2K (+$72.7K)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares6,196 from 6,458
Change-262 (-4%)
Value$298.2K (-$21.8K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares6,187 from 5,411
Change+776 (+14%)
Value$297.8K (+$29.6K)
Filed 2026-10-23
First City Capital Management, Inc.
DECREASED
Shares6,116 from 6,158
Change-42 (-1%)
Value$294.4K (-$10.8K)
Filed 2026-10-27
Granite Group Advisors, LLC
UNCHANGED
Shares6,104 from 6,104
Change0 (0%)
Value$293.8K (-$8.7K)
Filed 2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares6,044 from 6,044
Change0 (0%)
Value$290.9K (-$8.6K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
NEW
Shares6,029
Change+6,029
Value$290.2K
Filed 2026-10-23
Ejmk Ventures LLC
INCREASED
Shares5,999 from 5,979
Change+20 (+0%)
Value$288.7K (-$7.6K)
Filed 2026-10-21
King Luther Capital Management Corp
INCREASED
Shares5,998 from 5,923
Change+75 (+1%)
Value$288.7K (-$4.9K)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares5,974 from 6,476
Change-502 (-8%)
Value$287.5K (-$33.4K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares5,840 from 5,722
Change+118 (+2%)
Value$281.1K (-$2.5K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares5,785 from 6,144
Change-359 (-6%)
Value$278.4K (-$26.1K)
Filed 2026-10-22
Pictet Bank & Trust Ltd
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$277.8K (-$8.1K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares5,728 from 5,720
Change+8 (+0%)
Value$275.7K (-$7.8K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,684 from 5,584
Change+100 (+2%)
Value$273.6K (-$3.2K)
Filed 2026-10-20
Welch & Forbes LLC
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$272.4K (-$8.1K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED
Shares5,653 from 7,223
Change-1,570 (-22%)
Value$272.1K (-$85.9K)
Filed 2026-11-05
Aire Advisors, LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$271.8K (-$8.1K)
Filed 2026-10-22
Brucke Financial, Inc.
DECREASED
Shares5,471 from 5,503
Change-32 (-1%)
Value$263.3K (-$9.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares5,438 from 5,642
Change-204 (-4%)
Value$261.7K (-$17.9K)
Filed 2026-11-03
SYM Financial Corp
INCREASED
Shares5,384 from 4,982
Change+402 (+8%)
Value$259.1K (+$12.2K)
Filed 2026-10-26
Interchange Capital Partners, LLC
INCREASED
Shares5,374 from 5,258
Change+116 (+2%)
Value$258.7K (-$1.9K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares5,300 from 4,830
Change+470 (+10%)
Value$255.1K (+$15.7K)
Filed 2026-10-13
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares5,272 from 5,281
Change-9 (0%)
Value$253.7K (-$8.0K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares5,246 from 5,704
Change-458 (-8%)
Value$252.5K (-$30.2K)
Filed 2026-11-09
Norden Group LLC
NEW
Shares5,037
Change+5,037
Value$242.4K
Filed 2026-10-20
Syverson Strege & Co
DECREASED
Shares5,006 from 5,021
Change-15 (0%)
Value$240.9K (-$7.9K)
Filed 2026-11-02
Madson Wealth Advisors Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$240.7K (-$7.2K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares4,945 from 4,965
Change-20 (0%)
Value$238.0K (-$8.1K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares4,894 from 4,894
Change0 (0%)
Value$235.5K (-$7.0K)
Filed 2026-11-03
Cheviot Value Management, LLC
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$234.3K (-$7.0K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares4,848 from 4,588
Change+260 (+6%)
Value$233.3K (+$6.0K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares4,825 from 4,072
Change+753 (+18%)
Value$232 (+$30)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares4,807 from 4,879
Change-72 (-1%)
Value$231.4K (-$10.5K)
Filed 2026-10-22
Granville Capital, Inc.
UNCHANGED
Shares4,803 from 4,803
Change0 (0%)
Value$231.2K (-$6.9K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$229.4K (-$6.8K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares4,702 from 4,252
Change+450 (+11%)
Value$226.3K (+$15.6K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares4,582 from 4,863
Change-281 (-6%)
Value$220.5K (-$20.5K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
NEW
Shares4,570
Change+4,570
Value$220.0K
Filed 2026-10-15
AlphaCore Capital LLC
NEW
Shares4,532
Change+4,532
Value$218.1K
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares4,513 from 4,393
Change+120 (+3%)
Value$217.2K (-$507)
Filed 2026-10-20
Midwest Trust Co
NEW
Shares4,510
Change+4,510
Value$217.1K
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED
Shares4,454 from 4,440
Change+14 (+0%)
Value$214.4K (-$5.7K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
NEW
Shares4,452
Change+4,452
Value$214.3K
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares4,436 from 4,436
Change0 (0%)
Value$213.5K (-$6.3K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares4,415 from 5,827
Change-1,412 (-24%)
Value$212.5K (-$76.3K)
Filed 2026-10-07
Xponance LLC
NEW
Shares4,382
Change+4,382
Value$210.9K
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,375 from 4,490
Change-115 (-3%)
Value$210.6K (-$12.0K)
Filed 2026-10-05
Aspiriant, LLC
NEW
Shares4,326
Change+4,326
Value$208.2K
Filed 2026-10-16
Sovran Advisors, LLC
NEW
Shares4,320
Change+4,320
Value$207.9K
Filed 2026-11-02
Verdence Capital Advisors LLC
UNCHANGED
Shares4,271 from 4,271
Change0 (0%)
Value$205.6K (-$6.1K)
Filed 2026-10-26
Brookstone Capital Management
NEW
Shares4,258
Change+4,258
Value$204.9K
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
NEW
Shares4,176
Change+4,176
Value$201.0K
Filed 2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$192.6K (-$5.7K)
Filed 2026-10-05
First Command Advisory Services, Inc.
INCREASED
Shares3,892 from 1,613
Change+2,279 (+141%)
Value$187.3K (+$107.4K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares3,610 from 2,529
Change+1,081 (+43%)
Value$173.7K (+$48.4K)
Filed 2026-11-05
UMB Bank, n.a.
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$168.1K (-$5.0K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares3,344
Change+3,344
Value$160.9K
Filed 2026-10-21
Golden State Wealth Management, LLC
UNCHANGED
Shares3,212 from 3,212
Change0 (0%)
Value$154.6K (-$4.6K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares3,211 from 3,040
Change+171 (+6%)
Value$154.5K (+$3.9K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares3,035 from 1,489
Change+1,546 (+104%)
Value$146.1K (+$72.3K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$140.0K (-$4.2K)
Filed 2026-11-04
Miller Global Investments, LLC
NEW
Shares2,758
Change+2,758
Value$132.7K
Filed 2026-10-02
Owl Creek Wealth Partners LLC
INCREASED
Shares2,717 from 2,612
Change+105 (+4%)
Value$130.8K (+$1.3K)
Filed 2026-10-20
Quent Capital, LLC
INCREASED
Shares2,520 from 31
Change+2,489 (+8029%)
Value$120.4K (+$118.9K)
Filed 2026-11-09
Parkside Financial Bank & Trust
INCREASED
Shares2,245 from 1,652
Change+593 (+36%)
Value$108.1K (+$26.2K)
Filed 2026-10-27
PlanVest Financial, Inc
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$100.9K (-$3.0K)
Filed 2026-11-09
Westside Investment Management, Inc.
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$100.0K (-$3.9K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares2,014 from 1,983
Change+31 (+2%)
Value$96.9K (-$1.3K)
Filed 2026-10-08
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$96.3K (-$2.9K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares1,964 from 1,609
Change+355 (+22%)
Value$94.5K (+$14.8K)
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$89.6K (-$2.7K)
Filed 2026-10-16
Berbice Capital Management LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$143.0K (+$58.8K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares1,690 from 1,604
Change+86 (+5%)
Value$81.3K (+$1.8K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares1,657 from 1,871
Change-214 (-11%)
Value$79.8K (-$13.3K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares1,642 from 1,227
Change+415 (+34%)
Value$79.0K (+$18.2K)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$68.6K (-$2.0K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares1,386 from 1,130
Change+256 (+23%)
Value$66.7K (+$10.7K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,348 from 1,590
Change-242 (-15%)
Value$64.9K (-$13.9K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,325 from 30
Change+1,295 (+4317%)
Value$63.8K (+$62.3K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares1,271 from 1,284
Change-13 (-1%)
Value$61.2K (-$2.5K)
Filed 2026-10-13
Private Wealth Management Group, LLC
NEW
Shares1,268
Change+1,268
Value$61.0K
Filed 2026-10-19
Geneos Wealth Management Inc.
NEW
Shares1,157
Change+1,157
Value$55.7K
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares1,061 from 910
Change+151 (+17%)
Value$51.1K (+$6.0K)
Filed 2026-10-13
SJS Investment Consulting Inc.
DECREASED
Shares1,044 from 1,057
Change-13 (-1%)
Value$50.2K (-$2.1K)
Filed 2026-10-26
Community Bank, N.A.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$48.1K (-$1.4K)
Filed 2026-11-06
Bayban
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.6K ($0)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$46.2K (-$1.8K)
Filed 2026-11-04
KFG LLC
NEW
Shares946
Change+946
Value$45.5K
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares940 from 801
Change+139 (+17%)
Value$45.2K (+$5.5K)
Filed 2026-10-23
Smithfield Trust Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$44 ($0)
Filed 2026-11-09
Bayforest Capital Ltd
INCREASED
Shares886 from 799
Change+87 (+11%)
Value$42.6K (+$3.0K)
Filed 2026-11-03
Activest Wealth Management
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$40.3K (-$1.2K)
Filed 2026-10-15
West Financial Advisors, LLC
NEW
Shares801
Change+801
Value$38.6K
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$37.2K (-$1.1K)
Filed 2026-11-02
V-Square Quantitative Management LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$35.1K (-$1.0K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$33.7K (-$1.0K)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$31.1K (-$940)
Filed 2026-10-26
Clean Yield Group
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$28.4K (-$845)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares542 from 382
Change+160 (+42%)
Value$26.1K (+$7.2K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares527 from 524
Change+3 (+1%)
Value$25.4K (-$604)
Filed 2026-10-14
Zions Bancorporation, National Association
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$24.1K (-$717)
Filed 2026-11-06
Bank of New Hampshire
NEW
Shares500
Change+500
Value$24.1K
Filed 2026-10-06
Gables Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$24.1K (-$715)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
INCREASED
Shares487 from 413
Change+74 (+18%)
Value$23.4K (+$3.0K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares434 from 359
Change+75 (+21%)
Value$20.9K (+$3.1K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares429 from 310
Change+119 (+38%)
Value$20.6K (+$5.3K)
Filed 2026-11-06
CX Institutional
INCREASED
Shares424 from 224
Change+200 (+89%)
Value$20 (+$9)
Filed 2026-10-02
Elyxium Wealth, LLC
NEW
Shares417
Change+417
Value$20.1K
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$18.8K (-$558)
Filed 2026-10-29
Bullock Wealth Management Group
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$18.2K (-$824)
Filed 2026-10-09
Grove Bank & Trust
INCREASED
Shares363 from 113
Change+250 (+221%)
Value$17.5K (+$11.9K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares343 from 520
Change-177 (-34%)
Value$16.5K (-$9.3K)
Filed 2026-10-08
Hanson & Doremus Investment Management
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$16 (-$1)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares322 from 472
Change-150 (-32%)
Value$15.5K (-$7.9K)
Filed 2026-10-30
Sterling Capital Management LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$15.1K (-$449)
Filed 2026-10-22
Winch Advisory Services, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$14.6K (-$434)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares300 from 199
Change+101 (+51%)
Value$14.4K (+$4.6K)
Filed 2026-10-20
IFG Advisory, LLC
INCREASED
Shares293 from 83
Change+210 (+253%)
Value$14.1K (+$10.0K)
Filed 2026-11-09
City State Bank
NEW
Shares267
Change+267
Value$12.9K
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$12.6K (-$374)
Filed 2026-10-07
Ascentis Wealth Management, LLC
NEW
Shares258
Change+258
Value$12.4K
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$11.6K (-$347)
Filed 2026-10-28
Retirement Wealth Solutions LLC
DECREASED
Shares240 from 241
Change-1 (0%)
Value$11.6K (-$392)
Filed 2026-10-07
SouthState Bank Corp
NEW
Shares231
Change+231
Value$11.1K
Filed 2026-11-09
Montag A & Associates Inc
DECREASED
Shares228 from 237
Change-9 (-4%)
Value$11.0K (-$772)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares227
Change+227
Value$10.9K
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares222 from 196
Change+26 (+13%)
Value$10.7K (+$971)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$10.3K (-$306)
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$10.0K (-$298)
Filed 2026-10-01
Canton Hathaway, LLC
NEW
Shares185
Change+185
Value$8.9K
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$8.8K (-$262)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.7K (-$258)
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares176 from 1,033
Change-857 (-83%)
Value$8.5K (-$42.7K)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$8.4K (-$250)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$8.4K (-$249)
Filed 2026-10-28
Abound Wealth Management
DECREASED
Shares173 from 180
Change-7 (-4%)
Value$8.3K (-$594)
Filed 2026-10-26
N.E.W. Advisory Services LLC
INCREASED
Shares162 from 87
Change+75 (+86%)
Value$7.8K (+$3.5K)
Filed 2026-11-09
MV Capital Management, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$7.6K (-$224)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
DECREASED
Shares146 from 224
Change-78 (-35%)
Value$7.0K (-$4.1K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$7.0K (-$209)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$6.8K (-$202)
Filed 2026-10-27
City Holding Co
NEW
Shares140
Change+140
Value$6.7K
Filed 2026-10-19
Essential Partners LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$6.3K (-$187)
Filed 2026-10-14
Creative Capital Management Investments LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.3K (-$186)
Filed 2026-10-28
Rossby Financial, LCC
DECREASED
Shares129 from 137
Change-8 (-6%)
Value$6.2K (-$581)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$5.6K (-$166)
Filed 2026-11-04
Markowski Investments
NEW
Shares115
Change+115
Value$5.5K
Filed 2026-10-30
Planning Strategies Inc.
NEW
Shares111
Change+111
Value$5.3K
Filed 2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.2K (-$154)
Filed 2026-10-14
Key Capital Management, Inc
NEW
Shares103
Change+103
Value$5.0K
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares100
Change+100
Value$4.8K
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.6K (+$864)
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$4.5K (-$291)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares87
Change+87
Value$4.2K
Filed 2026-10-27
West Paces Advisors Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.1K (-$122)
Filed 2026-10-13
Gleason Group, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.9K (-$115)
Filed 2026-10-15
Oakworth Capital, Inc.
NEW
Shares79
Change+79
Value$3.8K
Filed 2026-10-26
Pittenger & Anderson Inc
NEW
Shares77
Change+77
Value$3.7K
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares77 from 83
Change-6 (-7%)
Value$3.7K (-$407)
Filed 2026-10-14
Fortitude Family Office, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.6K (-$105)
Filed 2026-10-14
Fairway Wealth LLC
NEW
Shares69
Change+69
Value$3.3K
Filed 2026-10-30
Breakwater Investment Management
NEW
Shares69
Change+69
Value$3.3K
Filed 2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.2K (-$96)
Filed 2026-10-15
Highland Investment Advisors LLC
INCREASED
Shares66 from 53
Change+13 (+25%)
Value$3.2K (+$550)
Filed 2026-11-09
Avion Wealth
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares60
Change+60
Value$2.9K
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares60
Change+60
Value$2.9K
Filed 2026-11-03
Burk Holdings LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.8K (-$84)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares53 from 38
Change+15 (+39%)
Value$2.6K (+$668)
Filed 2026-10-22
Coston, McIsaac & Partners
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.5K (+$2.5K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
INCREASED
Shares51 from 38
Change+13 (+34%)
Value$2.5K (+$572)
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.2K (-$65)
Filed 2026-11-05
Sankala Group LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.1K (-$214)
Filed 2026-11-09
Meriwether Wealth & Planning, LLC
NEW
Shares43
Change+43
Value$2.1K
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares42
Change+42
Value$2.0K
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.9K (-$57)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.9K (-$56)
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.8K (-$55)
Filed 2026-10-09
Country Trust Bank
NEW
Shares35
Change+35
Value$1.7K
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.7K (-$50)
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares31 from 55
Change-24 (-44%)
Value$1.5K (-$1.2K)
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares30
Change+30
Value$1.4K
Filed 2026-10-14
Noble Wealth Management PBC
INCREASED
Shares26 from 21
Change+5 (+24%)
Value$1.3K (+$210)
Filed 2026-10-01
Nvest Wealth Strategies, Inc.
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$868 (+$421)
Filed 2026-10-14
Addison Advisors LLC
NEW
Shares16
Change+16
Value$771
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$770 (-$23)
Filed 2026-10-28
Center for Financial Planning, Inc.
NEW
Shares15
Change+15
Value$721
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$626 (-$19)
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares11
Change+11
Value$530
Filed 2026-10-09
Nemes Rush Group LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$529 (-$16)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$384 (-$11)
Filed 2026-10-19
Covestor Ltd
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$287 (-$10)
Filed 2026-10-16
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$241
Filed 2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$193 (-$5)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$1)
Filed 2026-11-04
Exane Asset Management
CLOSED
Shares0 from 180,748
Change-180,748 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-22
Mizuho Markets Cayman LP
CLOSED
Shares0 from 129,919
Change-129,919 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-09
Squarepoint Ops LLC
CLOSED
Shares0 from 80,944
Change-80,944 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-09
TrueMark Investments, LLC
CLOSED
Shares0 from 67,374
Change-67,374 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-05
Landesbank Baden-Wuerttemberg
CLOSED
Shares0 from 61,435
Change-61,435 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 60,720
Change-60,720 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
Morningstar Investment Management LLC
CLOSED
Shares0 from 34,188
Change-34,188 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Simplex Trading, LLC
CLOSED
Shares0 from 25,447
Change-25,447 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Oakmont Investment Advisors, Inc.
CLOSED
Shares0 from 10,370
Change-10,370 (-100%)
Value$0 (-$513.9K)
Filed 2026-10-21
Viking Fund Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$495.6K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 9,488
Change-9,488 (-100%)
Value$0 (-$470.2K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 7,895
Change-7,895 (-100%)
Value$0 (-$391.3K)
Filed 2026-11-02
One Way Holdings LLC
CLOSED
Shares0 from 4,741
Change-4,741 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-29
Convergence Financial, LLC
CLOSED
Shares0 from 4,660
Change-4,660 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-27
Park National Corp
CLOSED
Shares0 from 4,595
Change-4,595 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-05
JGP Wealth Management, LLC
CLOSED
Shares0 from 4,376
Change-4,376 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
CLOSED
Shares0 from 4,183
Change-4,183 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-16
Asset Advisory Group, Inc.
CLOSED
Shares0 from 4,045
Change-4,045 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$59.9K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$39.5K)
Filed 2026-10-20
Yankcom Partnership
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$25.2K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-13
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-05
Whipplewood Advisors, LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-23
Dogwood Wealth Management LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-09
Southern Michigan Bank & Trust
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$926)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$10.5K)
Filed 2026-11-04
UBS Group AG
N/A
Shares— from 107,137,265
Change-107,137,265 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 98,080,411
Change-98,080,411 (-100%)
Value—
Norges Bank
N/A
Shares— from 95,849,980
Change-95,849,980 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 62,927,553
Change-62,927,553 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 59,553,311
Change-59,553,311 (-100%)
Value—
FMR LLC
N/A
Shares— from 55,541,141
Change-55,541,141 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 55,233,032
Change-55,233,032 (-100%)
Value—
Cevian Capital II GP LTDA
N/A
Shares— from 48,117,675
Change-48,117,675 (-100%)
Value—
Dodge & COX
N/A
Shares— from 33,630,342
Change-33,630,342 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,666,939
Change-29,666,939 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 27,709,028
Change-27,709,028 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 22,124,624
Change-22,124,624 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,805,601
Change-19,805,601 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 17,034,727
Change-17,034,727 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,828,609
Change-14,828,609 (-100%)
Value—
Capital World Investors
N/A
Shares— from 14,545,505
Change-14,545,505 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,482,169
Change-10,482,169 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,325,213
Change-10,325,213 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 10,233,181
Change-10,233,181 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 7,812,061
Change-7,812,061 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,694,575
Change-7,694,575 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,482,210
Change-7,482,210 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 7,162,067
Change-7,162,067 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 6,650,553
Change-6,650,553 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,407,087
Change-6,407,087 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 6,150,458
Change-6,150,458 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,826,152
Change-5,826,152 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,577,794
Change-5,577,794 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,474,754
Change-5,474,754 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,872,034
Change-4,872,034 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,831,556
Change-4,831,556 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,605,772
Change-4,605,772 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,389,280
Change-4,389,280 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,128,651
Change-4,128,651 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,041,667
Change-4,041,667 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,688,297
Change-3,688,297 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 3,468,512
Change-3,468,512 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,339,552
Change-3,339,552 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,295,070
Change-3,295,070 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,283,895
Change-3,283,895 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 3,276,919
Change-3,276,919 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 2,926,309
Change-2,926,309 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 2,458,659
Change-2,458,659 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 2,435,805
Change-2,435,805 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,398,700
Change-2,398,700 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,381,984
Change-2,381,984 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,269,793
Change-2,269,793 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 2,130,913
Change-2,130,913 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,036,912
Change-2,036,912 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 2,031,327
Change-2,031,327 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,860,583
Change-1,860,583 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 1,858,635
Change-1,858,635 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,697,000
Change-1,697,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,686,431
Change-1,686,431 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,651,479
Change-1,651,479 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,644,169
Change-1,644,169 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,630,379
Change-1,630,379 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,614,810
Change-1,614,810 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,567,708
Change-1,567,708 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,398,641
Change-1,398,641 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,308,707
Change-1,308,707 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,301,841
Change-1,301,841 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,190,788
Change-1,190,788 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,179,032
Change-1,179,032 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,173,305
Change-1,173,305 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 1,111,179
Change-1,111,179 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,083,128
Change-1,083,128 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 983,564
Change-983,564 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 976,101
Change-976,101 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 953,734
Change-953,734 (-100%)
Value—
EFG International AG
N/A
Shares— from 898,628
Change-898,628 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 810,448
Change-810,448 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 776,059
Change-776,059 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 754,276
Change-754,276 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 746,183
Change-746,183 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 657,655
Change-657,655 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 615,773
Change-615,773 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 583,637
Change-583,637 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 580,682
Change-580,682 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 521,574
Change-521,574 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 504,607
Change-504,607 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 475,312
Change-475,312 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 425,511
Change-425,511 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 416,384
Change-416,384 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 386,657
Change-386,657 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 376,123
Change-376,123 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 374,138
Change-374,138 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 366,087
Change-366,087 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 363,525
Change-363,525 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 350,855
Change-350,855 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 346,600
Change-346,600 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 340,000
Change-340,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 336,523
Change-336,523 (-100%)
Value—
Prudential PLC
N/A
Shares— from 326,475
Change-326,475 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 325,720
Change-325,720 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 321,846
Change-321,846 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 311,934
Change-311,934 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 274,025
Change-274,025 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 249,033
Change-249,033 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 248,111
Change-248,111 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 245,469
Change-245,469 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 239,614
Change-239,614 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 213,729
Change-213,729 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 209,623
Change-209,623 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 201,143
Change-201,143 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 193,469
Change-193,469 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 183,740
Change-183,740 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 182,764
Change-182,764 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 179,747
Change-179,747 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 171,980
Change-171,980 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 170,971
Change-170,971 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 167,457
Change-167,457 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 165,363
Change-165,363 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 163,223
Change-163,223 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 160,099
Change-160,099 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 156,520
Change-156,520 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 156,481
Change-156,481 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 155,130
Change-155,130 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 152,430
Change-152,430 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 151,317
Change-151,317 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 150,741
Change-150,741 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 146,890
Change-146,890 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 146,000
Change-146,000 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 142,422
Change-142,422 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 136,735
Change-136,735 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 133,183
Change-133,183 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 128,465
Change-128,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 126,700
Change-126,700 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 126,354
Change-126,354 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 117,507
Change-117,507 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 115,794
Change-115,794 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 109,432
Change-109,432 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 108,318
Change-108,318 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 98,423
Change-98,423 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 98,350
Change-98,350 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 96,968
Change-96,968 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 93,266
Change-93,266 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 92,411
Change-92,411 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 85,946
Change-85,946 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 78,801
Change-78,801 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 77,560
Change-77,560 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 76,900
Change-76,900 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 75,159
Change-75,159 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 75,104
Change-75,104 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 74,765
Change-74,765 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 74,740
Change-74,740 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 73,940
Change-73,940 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 72,543
Change-72,543 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 69,731
Change-69,731 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 67,648
Change-67,648 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 67,374
Change-67,374 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 67,158
Change-67,158 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 65,735
Change-65,735 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 64,477
Change-64,477 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 62,364
Change-62,364 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 62,012
Change-62,012 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 58,315
Change-58,315 (-100%)
Value—
CIM, LLC
N/A
Shares— from 52,031
Change-52,031 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 51,382
Change-51,382 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,412
Change-50,412 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 50,288
Change-50,288 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 49,691
Change-49,691 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,046
Change-42,046 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,789
Change-41,789 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 41,370
Change-41,370 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 40,992
Change-40,992 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 40,224
Change-40,224 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,664
Change-39,664 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 38,767
Change-38,767 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 35,985
Change-35,985 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 35,720
Change-35,720 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 35,588
Change-35,588 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,334
Change-35,334 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 35,100
Change-35,100 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,627
Change-34,627 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 34,052
Change-34,052 (-100%)
Value—
&partners
N/A
Shares— from 30,898
Change-30,898 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 30,688
Change-30,688 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,825
Change-28,825 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 27,784
Change-27,784 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,424
Change-26,424 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 25,496
Change-25,496 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 24,733
Change-24,733 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 24,585
Change-24,585 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 23,905
Change-23,905 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 23,519
Change-23,519 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 23,334
Change-23,334 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 22,842
Change-22,842 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 22,669
Change-22,669 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,252
Change-22,252 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,025
Change-22,025 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 21,313
Change-21,313 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 21,270
Change-21,270 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,071
Change-21,071 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,559
Change-20,559 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 20,465
Change-20,465 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 18,787
Change-18,787 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,093
Change-17,093 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 16,362
Change-16,362 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 16,333
Change-16,333 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 16,260
Change-16,260 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 14,981
Change-14,981 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,286
Change-13,286 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,502
Change-12,502 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 12,218
Change-12,218 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 11,817
Change-11,817 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,176
Change-11,176 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,584
Change-10,584 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,019
Change-10,019 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,986
Change-9,986 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,578
Change-9,578 (-100%)
Value—
Ossiam
N/A
Shares— from 9,549
Change-9,549 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 8,940
Change-8,940 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Calydon Capital
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 7,054
Change-7,054 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Simmons Bank
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
American Trust
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Allianz SE
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 999
Change-999 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 987
Change-987 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 870
Change-870 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 779
Change-779 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 715
Change-715 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 641
Change-641 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 501
Change-501 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 323
Change-323 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 132
Change-132 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56
Change-56 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED63,800,52564,920,294-1,119,769-2%$3.2B$3.1B-$146.7M2026-11-06
Pictet Asset Management Holding SA
INCREASED37,540,95636,743,822+797,134+2%$1.8B$1.8B-$13.3M2026-11-03
Amundi
INCREASED25,812,26725,463,870+348,397+1%$1.3B$1.2B-$19.6M2026-11-06
Assenagon Asset Management S.A.
INCREASED23,716,87916,536,418+7,180,461+43%$821.2M$1.1B+$323.2M2026-10-15
Deutsche Bank Ag\
DECREASED22,915,52524,147,522-1,231,997-5%$1.2B$1.1B-$93.8M2026-11-06
Pzena Investment Management LLC
DECREASED15,322,84522,604,129-7,281,284-32%$905.5M$617.4M-$288.2M2026-10-30
Vontobel Holding Ltd.
DECREASED14,471,69114,698,356-226,665-2%$728.4M$697.8M-$30.7M2026-10-16
LBP AM SA
NEW7,812,061—+7,812,061——$377.0M—2026-11-06
Ninety One UK Ltd
INCREASED7,469,5097,133,245+336,264+5%$354.3M$360.4M+$6.2M2026-10-15
Acadian Asset Management LLC
INCREASED7,284,9103,556,341+3,728,569+105%$176.6K$351.5K+$174.9K2026-11-09
Bank of New York Mellon Corp
INCREASED7,010,1446,575,317+434,827+7%$325.9M$337.4M+$11.5M2026-11-05
Citigroup Inc
DECREASED6,932,3497,234,261-301,912-4%$359.3M$334.5M-$24.8M2026-11-04
Russell Investments Group, Ltd.
INCREASED6,676,1576,405,254+270,903+4%$318.0M$322.2M+$4.2M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED5,685,2195,601,012+84,207+2%$278.1M$274.3M-$3.7M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED5,431,2204,269,505+1,161,715+27%$162.0K$262.2K+$100.2K2026-10-27
Compagnie Lombard Odier SCmA
DECREASED5,180,9145,382,576-201,662-4%$267.3M$250.0M-$17.3M2026-11-04
M&G Plc
DECREASED5,015,7925,307,939-292,147-5%$262.7M$240.1M-$22.6M2026-11-04
Dimensional Fund Advisors LP
INCREASED4,963,0064,893,948+69,058+1%$242.5M$238.9M-$3.7M2026-11-04
Bank of Montreal
INCREASED2,922,4652,044,026+878,439+43%$101.3M$140.9M+$39.6M2026-11-09
Border to Coast Pensions Partnership Ltd
INCREASED2,510,0002,394,800+115,200+5%$118.8K$120.9K+$2.1K2026-10-09
ASR Vermogensbeheer N.V.
DECREASED2,344,3892,401,020-56,631-2%$119.2M$113.1M-$6.1M2026-10-16
Generali Asset Management SPA SGR
DECREASED2,207,4652,491,590-284,125-11%$99.8M$88.9M-$10.9M2026-10-26
Banque Pictet & CIE SA
INCREASED1,771,7071,637,812+133,895+8%$81.3M$85.5M+$4.2M2026-10-16
Lansforsakringar Fondforvaltning AB (publ)
INCREASED1,325,9831,295,198+30,785+2%$64.3M$64.0M-$337.9K2026-11-09
SEB Asset Management AB
DECREASED1,246,9861,302,198-55,212-4%$64.7M$60.2M-$4.5M2026-11-04
Crocodile Capital Partners GmbH
UNCHANGED1,170,0001,170,00000%$58.0M$56.3M-$1.7M2026-10-09
J. Safra Sarasin Holding AG
DECREASED1,072,7751,104,367-31,592-3%$43.3M$41.7M-$1.6M2026-10-26
MacKenzie Financial Corp
INCREASED946,487884,672+61,815+7%$35.4M$45.6M+$10.2M2026-11-02
Thrivent Financial for Lutherans
INCREASED857,863853,597+4,266+1%$42.4K$41.4K-$1.0K2026-11-05
GAM Holding AG
INCREASED773,760762,272+11,488+2%$37.9M$37.3M-$518.8K2026-11-03
Systrade AG
INCREASED705,200627,300+77,900+12%$31.1M$33.9M+$2.9M2026-10-09
Channing Global Advisors, LLC
DECREASED657,342672,402-15,060-2%$33.4M$31.7M-$1.7M2026-11-03
Levin Capital Strategies, L.P.
DECREASED609,818624,785-14,967-2%$31.0M$29.4M-$1.6M2026-11-02
Fiera Capital Corp
INCREASED594,975574,968+20,007+3%$28.5M$28.6M+$140.7K2026-11-06
Maryland State Retirement & Pension System
DECREASED533,613572,521-38,908-7%$28.4M$25.7M-$2.6M2026-11-05
Baker Avenue Asset Management, LP
INCREASED526,187524,274+1,913+0%$26.0M$25.3M-$657.6K2026-11-06
Pictet North America Advisors SA
INCREASED513,916369,357+144,559+39%$18.3M$24.8M+$6.5M2026-10-21
Creative Planning
INCREASED500,376456,481+43,895+10%$22.6M$24.1M+$1.5M2026-11-02
Great Lakes Advisors, LLC
DECREASED334,833376,522-41,689-11%$18.7M$16.1M-$2.5M2026-11-06
LPL Financial LLC
INCREASED326,420325,540+880+0%$16.1M$15.7M-$423.2K2026-11-06
Haven Global Partners, LLC
DECREASED300,639423,016-122,377-29%$21.0M$14.5M-$6.5M2026-10-13
Intech Investment Management LLC
INCREASED282,609189,448+93,161+49%$9.4M$13.6M+$4.2M2026-11-09
Jefferies Financial Group Inc.
INCREASED282,117123,024+159,093+129%$6.1M$13.6M+$7.5M2026-11-05
Henry James International Management Inc.
DECREASED272,328272,365-370%$13.5M$13.1M-$391.3K2026-10-14
Evergreen Capital Management LLC
DECREASED268,711269,605-8940%$13.4M$12.9M-$428.6K2026-10-23
Ethic Inc.
INCREASED261,240150,546+110,694+74%$7.5M$12.6M+$5.1M2026-11-03
Contravisory Investment Management, Inc.
DECREASED249,751276,622-26,871-10%$13.7M$12.0M-$1.7M2026-10-13
TD Waterhouse Canada Inc.
INCREASED231,239187,902+43,337+23%$9.4M$10.9M+$1.6M2026-10-16
Crossmark Global Holdings, Inc.
DECREASED214,957222,503-7,546-3%$11.0M$10.3M-$681.4K2026-10-21
Value Partners Investments Inc.
DECREASED213,892238,892-25,000-10%$11.8M$10.3M-$1.5M2026-10-19
Bessemer Group Inc
INCREASED165,951152,569+13,382+9%$7.6K$8.0K+$4282026-11-09
Ritholtz Wealth Management
INCREASED159,302158,219+1,083+1%$7.8M$7.7M-$174.1K2026-11-05
Assetmark, Inc
INCREASED153,467135,348+18,119+13%$6.7M$7.4M+$678.5K2026-10-21
Inspire Trust Co, N.A.
DECREASED149,000155,000-6,000-4%$7.7M$7.2M-$510.4K2026-11-05
US Bancorp \de\
INCREASED144,526130,512+14,014+11%$6.5M$7.0M+$487.9K2026-11-05
DE Burlo Group Inc
NEW141,300—+141,300——$6.8M—2026-11-05
PNC Financial Services Group, Inc.
INCREASED140,115137,057+3,058+2%$6.8M$6.7M-$48.8K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED136,384136,38400%$6.8M$6.6M-$186.1K2026-10-22
Helios Capital Management Pte. LTD
UNCHANGED136,000136,00000%$6.7M$6.6M-$183.2K2026-10-14
Triasima Portfolio Management inc.
DECREASED135,373154,449-19,076-12%$7.7M$6.5M-$1.1M2026-10-15
CenterBook Partners LP
INCREASED132,93677,849+55,087+71%$3.9M$6.4M+$2.5M2026-11-02
Quadrant Capital Group LLC
INCREASED127,127126,826+301+0%$6.3M$6.1M-$202.5K2026-10-20
Gradient Investments LLC
DECREASED119,345132,484-13,139-10%$6.6M$5.7M-$821.8K2026-10-08
Ninety One North America, Inc.
UNCHANGED117,577117,57700%$5.8M$5.7M-$165.5K2026-10-15
111 Capital
NEW112,116—+112,116——$5.4M—2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED111,874326,107-214,233-66%$12.9M$4.8M-$8.1M2026-10-29
Calamos Wealth Management LLC
NEW97,472—+97,472——$4.7M—2026-11-02
Plato Investment Management Ltd
DECREASED93,36499,572-6,208-6%$4.9M$4.5M-$391.6K2026-11-05
Signaturefd, LLC
INCREASED87,92686,732+1,194+1%$4.3M$4.2M-$66.6K2026-10-23
Highland Capital Management, LLC
INCREASED84,60683,806+800+1%$4.2M$4.1M-$81.3K2026-10-26
Truist Financial Corp
INCREASED80,73875,663+5,075+7%$3.7M$3.9M+$136.1K2026-10-30
Equitable Trust Co
DECREASED71,92674,386-2,460-3%$3.7M$3.5M-$224.8K2026-10-13
Mitchell Capital Management Co
INCREASED70,24669,781+465+1%$3.5M$3.4M-$77.4K2026-10-29
Choreo, LLC
DECREASED68,89769,570-673-1%$3.4M$3.3M-$131.9K2026-10-28
SBI Securities Co., Ltd.
DECREASED65,91466,955-1,041-2%$3.3M$3.2M-$145.8K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED64,96454,506+10,458+19%$2.8M$3.1M+$218.5K2026-10-13
Savant Capital, LLC
INCREASED63,87347,292+16,581+35%$2.2M$3.1M+$830.3K2026-11-06
Altman Advisors, Inc.
DECREASED62,53062,585-550%$3.1M$3.0M-$92.1K2026-11-05
Atria Investments, Inc
INCREASED62,17647,613+14,563+31%$2.4M$3.0M+$632.8K2026-10-15
Bank Pictet & Cie (Europe) AG
UNCHANGED61,20961,20900%$3.0M$3.0M-$86.2K2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED60,95960,95900%$3.0M$2.9M-$87.2K2026-10-14
Orca Wealth Management, LLC
DECREASED59,31759,821-504-1%$3.0M$2.9M-$109.8K2026-10-14
Factory Mutual Insurance Co
UNCHANGED57,89357,89300%$2.9M$2.8M-$82.8K2026-10-30
Cigna Investments Inc
DECREASED56,62857,440-812-1%$2.9K$2.7K-$1202026-10-19
Park Avenue Securities LLC
INCREASED56,08054,346+1,734+3%$2.7K$2.7K+$62026-10-26
Legacy Wealth Asset Management, LLC
INCREASED52,06651,940+126+0%$2.6M$2.5M-$68.2K2026-10-09
Mitchell & Pahl Private Wealth, LLC
INCREASED51,11051,081+29+0%$2.5M$2.5M-$71.6K2026-10-14
Arga Investment Management, LP
DECREASED47,90775,301-27,394-36%$3.7M$2.3M-$1.4M2026-10-30
Keybank National Association
INCREASED47,29046,204+1,086+2%$2.3M$2.3M-$13.8K2026-11-04
Compound Planning, Inc.
DECREASED46,92550,020-3,095-6%$2.5M$2.3M-$220.5K2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED45,85545,243+612+1%$2.2M$2.2M-$35.3K2026-11-04
Vise Technologies, Inc.
INCREASED45,33737,564+7,773+21%$1.9M$2.2M+$320.4K2026-10-29
Kathmere Capital Management, LLC
INCREASED40,36939,599+770+2%$2.0M$1.9M-$19.6K2026-10-20
Commonwealth Equity Services, LLC
DECREASED39,10942,347-3,238-8%$2.1M$1.9M-$216.4K2026-11-02
GC Wealth Management RIA, LLC
INCREASED37,69623,818+13,878+58%$1.2M$1.8M+$633.6K2026-11-02
Cullinan Associates Inc
DECREASED36,40740,407-4,000-10%$2.0M$1.8M-$250.3K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED36,35036,35000%$1.8M$1.7M-$52.0K2026-10-14
FCG Investment Co
INCREASED34,67429,563+5,111+17%$1.5M$1.7M+$203.7K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED34,17733,990+187+1%$1.7M$1.6M-$39.6K2026-10-14
Hantz Financial Services, Inc.
DECREASED33,49148,575-15,084-31%$2.4K$1.6K-$7952026-11-09
J.Safra Asset Management Corp
INCREASED33,34426,778+6,566+25%$1.3M$1.6M+$277.7K2026-11-03
Oppenheimer Asset Management Inc.
INCREASED32,15631,817+339+1%$1.6M$1.5M-$29.2K2026-10-27
NFJ Investment Group, LLC
INCREASED32,04820,596+11,452+56%$826.7K$1.3M+$465.9K2026-11-09
Bailard, Inc.
INCREASED31,79531,504+291+1%$1.6M$1.5M-$31.0K2026-10-13
Clearstead Advisors, LLC
INCREASED31,46230,424+1,038+3%$1.5M$1.5M+$6.3K2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED31,033190,346-159,313-84%$9.4M$1.5M-$7.9M2026-11-05
Themes Management Co LLC
INCREASED30,76219,708+11,054+56%$976.7K$1.5M+$503.8K2026-10-29
Chicago Trust Co NA
DECREASED29,17530,541-1,366-4%$1.5M$1.4M-$109.4K2026-10-28
Farther Finance Advisors, LLC
INCREASED28,51624,910+3,606+14%$1.2M$1.4M+$138.1K2026-10-08
Bellecapital International Ltd.
DECREASED27,87951,154-23,275-45%$2.5M$1.3M-$1.2M2026-10-21
Cullen T Bankers, Inc.
DECREASED27,15930,990-3,831-12%$1.5M$1.3M-$228.7K2026-10-28
Legacy Capital Group California, Inc.
DECREASED26,91931,602-4,683-15%$1.6M$1.3M-$270.6K2026-11-09
Indivisible Partners
INCREASED26,75425,999+755+3%$1.3M$1.3M-$8252026-10-26
Coldstream Capital Management Inc
DECREASED26,70430,650-3,946-13%$1.5M$1.3M-$233.7K2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED26,68426,68400%$1.3M$1.3M$02026-10-15
Gryphon Financial Partners LLC
INCREASED25,92524,481+1,444+6%$1.2M$1.2M+$34.5K2026-11-04
Henshaw Capital LLC
UNCHANGED25,81525,81500%$1.3M$1.2M-$36.9K2026-11-03
Antipodes Partners Ltd
UNCHANGED24,60424,60400%$1.2M$1.2M-$34.6K2026-11-05
Nilsine Partners, LLC
INCREASED24,44111,708+12,733+109%$580.2K$1.2M+$596.1K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED24,309120+24,189+20158%$5.9K$1.2M+$1.2M2026-10-30
Versant Capital Management, Inc
INCREASED24,04123,532+509+2%$1.2M$1.2M-$9.2K2026-10-02
Atlas Capital Advisors Inc.
INCREASED23,65322,796+857+4%$1.1M$100.1K-$1.0M2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED23,59223,59200%$1.2M$1.1M-$33.7K2026-11-03
Pinnacle Associates LTD
UNCHANGED23,34223,34200%$1.2M$1.1M-$33.4K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED23,33322,806+527+2%$1.1M$1.1M-$7.3K2026-10-16
Solstein Capital, LLC
UNCHANGED22,64722,64700%$1.1M$1.1M-$32.0K2026-11-02
U S Global Investors Inc
UNCHANGED22,30022,30000%$1.1M$1.1M-$31.9K2026-10-22
Parallel Advisors, LLC
INCREASED22,13622,046+90+0%$1.1M$1.1M-$27.2K2026-11-03
PDS Planning, Inc
INCREASED20,73620,470+266+1%$1.0M$998.0K-$16.5K2026-11-03
HB Wealth Management, LLC
INCREASED20,65119,096+1,555+8%$946.4K$993.9K+$47.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED20,40721,721-1,314-6%$1.1K$982-$952026-11-02
Greenleaf Trust
DECREASED20,37531,467-11,092-35%$1.6M$980.6K-$578.9K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED20,25014,975+5,275+35%$742.2K$974.6K+$232.5K2026-10-27
Centennial Bank
DECREASED19,77319,871-980%$984.8K$951.7K-$33.1K2026-11-09
denkapparat Operations GmbH
INCREASED19,7525,388+14,364+267%$267.0K$952.2K+$685.2K2026-11-09
Personal CFO Solutions, LLC
INCREASED19,56619,488+78+0%$965.8K$941.7K-$24.1K2026-11-06
Pavaki Capital Management LLC
UNCHANGED19,00019,00000%$941.5K$915.9K-$25.6K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED18,86618,989-123-1%$941.1K$908.0K-$33.0K2026-11-06
Net Worth Advisory Group
INCREASED18,22417,947+277+2%$889.4K$866.9K-$22.5K2026-10-20
Ascent Group, LLC
INCREASED18,02916,580+1,449+9%$821.7K$867.7K+$46.0K2026-10-30
Merit Financial Group, LLC
INCREASED17,51316,166+1,347+8%$801.2K$842.9K+$41.7K2026-11-06
Massachusetts Wealth Management
DECREASED17,33021,080-3,750-18%$1.0M$834.1K-$210.6K2026-10-21
Abacus Wealth Partners, LLC
DECREASED16,89518,122-1,227-7%$898.1K$813.2K-$85.0K2026-11-03
Blue Trust, Inc.
DECREASED16,62722,424-5,797-26%$1.1M$800.2K-$311.1K2026-10-15
Impact Capital Partners LLC
DECREASED16,28317,006-723-4%$842.8K$783.7K-$59.1K2026-10-22
Citizens Financial Group Inc
DECREASED16,03316,524-491-3%$818.9K$771.7K-$47.3K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED16,00016,144-144-1%$800.1K$770.1K-$30.0K2026-10-22
Gateway Investment Advisers LLC
INCREASED15,19214,763+429+3%$731.7K$731.2K-$4632026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED14,89614,89600%$739.6K$718.9K-$20.7K2026-10-15
Valeo Financial Advisors, LLC
INCREASED14,72812,649+2,079+16%$626.9K$708.9K+$82.0K2026-10-08
Sage Rhino Capital LLC
DECREASED14,02914,030-10%$695.3K$675.2K-$20.1K2026-10-28
Legacy Financial Advisors, Inc.
DECREASED14,01414,196-182-1%$703.6K$674.5K-$29.1K2026-11-09
swisspartners Advisors Ltd
UNCHANGED14,00014,00000%$693.8K$675.0K-$18.9K2026-11-05
Aprio Wealth Management, LLC
INCREASED13,91113,487+424+3%$668.4K$669.5K+$1.1K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED13,90212,751+1,151+9%$631.9K$669.1K+$37.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED13,52513,306+219+2%$659.4K$651.0K-$8.5K2026-10-27
Summit Global Investments
INCREASED13,02112,636+385+3%$626$627+$12026-10-28
SAX Wealth Advisors, LLC
DECREASED12,79413,693-899-7%$535.0K$615.8K+$80.8K2026-10-13
Trust Point Inc.
DECREASED12,73513,926-1,191-9%$690.2K$612.9K-$77.2K2026-10-27
Davenport & Co LLC
DECREASED12,51213,334-822-6%$660.9K$602.2K-$58.6K2026-10-14
MGO One Seven LLC
INCREASED12,40912,074+335+3%$598.4K$597.3K-$1.1K2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED12,37312,543-170-1%$621.6K$595.5K-$26.1K2026-11-04
Axxion S.A.
UNCHANGED12,13412,13400%$602.5K$585.6K-$16.9K2026-10-22
Leuthold Group, LLC
UNCHANGED11,98311,98300%$593.9K$576.7K-$17.1K2026-11-04
Diversify Wealth Management, LLC
INCREASED11,96711,559+408+4%$607.3K$571.8K-$35.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED11,96711,559+408+4%$607.3K$571.8K-$35.5K2026-10-20
D.A. Davidson & Co.
INCREASED11,93710,568+1,369+13%$523.8K$574.5K+$50.8K2026-10-28
FDx Advisors, Inc.
DECREASED11,72011,797-77-1%$585$564-$212026-11-09
Optas, LLC
INCREASED11,28010,696+584+5%$530.1K$542.9K+$12.8K2026-11-09
Plimoth Trust Co LLC
NEW11,131—+11,131——$535.7K—2026-10-26
Mission Wealth Management, LP
DECREASED11,08313,650-2,567-19%$676.5K$533.4K-$143.1K2026-10-15
Kestra Advisory Services, LLC
INCREASED11,0508,612+2,438+28%$426.8K$531.9K+$105.0K2026-11-02
Drive Wealth Management, LLC
DECREASED11,01211,849-837-7%$587.2K$530.0K-$57.2K2026-11-09
Lido Advisors, LLC
INCREASED11,00110,021+980+10%$496.7K$529.5K+$32.8K2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED10,56010,56000%$523.4K$508.3K-$15.1K2026-10-09
Marks Group Wealth Management, Inc
INCREASED10,5356,941+3,594+52%$344.0K$507.1K+$163.1K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED10,38710,556-169-2%$522.4K$499.9K-$22.5K2026-10-13
Anchyra Partners LLC
INCREASED10,2979,564+733+8%$474.0K$495.6K+$21.6K2026-10-13
Aaron Wealth Advisors LLC
INCREASED10,18910,060+129+1%$498.6K$490.4K-$8.2K2026-10-13
Studio Investment Management LLC
DECREASED10,15011,286-1,136-10%$559.3K$488.5K-$70.8K2026-10-22
D'Orazio & Associates, Inc.
DECREASED10,11210,117-50%$501.4K$486.7K-$14.7K2026-11-04
Mather Group, Llc.
INCREASED9,9478,967+980+11%$444.4K$478.8K+$34.3K2026-10-14
Allworth Financial LP
INCREASED9,3738,157+1,216+15%$404.3K$464.5K+$60.2K2026-11-06
LVW Advisors, LLC
INCREASED9,3378,815+522+6%$436.9K$449.4K+$12.5K2026-10-19
Adell Harriman & Carpenter Inc
NEW9,315—+9,315——$448.4K—2026-11-02
Florida Trust Wealth Management Co
INCREASED9,2928,953+339+4%$443.7K$447.2K+$3.5K2026-11-05
PUREfi Wealth, LLC
INCREASED9,1949,178+16+0%$454.9K$442.5K-$12.4K2026-10-19
Greenspring Advisors, LLC
INCREASED9,0508,881+169+2%$440.1K$435.6K-$4.6K2026-11-05
Credit Capital Investments LLC
UNCHANGED9,0009,00000%$446.0K$433.2K-$12.9K2026-10-22
1900 Wealth Management LLC
NEW8,958—+8,958——$431.1K—2026-10-13
Exchange Traded Concepts, LLC
NEW8,917—+8,917——$429.2K—2026-10-28
Focused Alpha, LLC
UNCHANGED8,8928,89200%$440.7K$428.0K-$12.7K2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED8,7808,78000%$436.5K$417.7K-$18.9K2026-10-13
Five Oceans Advisors
UNCHANGED8,7678,76700%$434.5K$422.0K-$12.5K2026-10-22
Westover Capital Advisors, LLC
INCREASED8,7027,300+1,402+19%$361.8K$418.8K+$57.0K2026-10-26
Portside Wealth Group, LLC
INCREASED8,6486,054+2,594+43%$300.0K$416.2K+$116.2K2026-10-20
Wedmont Private Capital
INCREASED8,5518,450+101+1%$440.1K$402.4K-$37.7K2026-10-09
55 North Private Wealth, LLC
INCREASED8,4447,162+1,282+18%$354.9K$406.4K+$51.5K2026-10-20
Yousif Capital Management, LLC
DECREASED8,4399,189-750-8%$455.4K$406.2K-$49.2K2026-10-22
Avior Wealth Management, LLC
INCREASED8,4218,159+262+3%$404.4K$405.3K+$9422026-10-13
Athena Wealth Management, LLC
INCREASED8,2956,908+1,387+20%$342.4K$399.2K+$56.9K2026-10-09
Werba Rubin Papier Wealth Management
DECREASED8,1878,314-127-2%$412.0K$394.0K-$18.0K2026-11-06
Perigon Wealth Management, LLC
INCREASED8,0908,068+22+0%$399.9K$389.4K-$10.5K2026-10-22
Brighton Jones LLC
INCREASED8,0447,607+437+6%$377.0K$387.2K+$10.1K2026-11-03
Traphagen Investment Advisors LLC
INCREASED8,0427,958+84+1%$394.4K$387.1K-$7.3K2026-10-14
Investors Research Corp
UNCHANGED8,0368,03600%$398.3K$386.8K-$11.5K2026-10-07
Traveka Wealth, LLC
INCREASED7,8787,500+378+5%$371.7K$379.2K+$7.5K2026-10-19
Gibbs Wealth Management
INCREASED7,8284,156+3,672+88%$206.0K$376.8K+$170.8K2026-10-22
Simplicity Wealth,LLC
INCREASED7,6746,164+1,510+25%$305.5K$369.3K+$63.9K2026-10-23
Oppenheimer & Co Inc
INCREASED7,4815,588+1,893+34%$276.9K$360.1K+$83.1K2026-10-26
Soltis Investment Advisors LLC
INCREASED7,4375,976+1,461+24%$296.2K$357.9K+$61.8K2026-10-28
Private Trust Co NA
INCREASED7,2707,185+85+1%$356.3K$352.6K-$3.7K2026-10-20
Cromwell Holdings LLC
UNCHANGED7,2427,24200%$358.9K$348.6K-$10.4K2026-10-28
Natural Investments, LLC
INCREASED7,1837,171+12+0%$355$345.7K+$345.3K2026-11-06
Gallacher Capital Management LLC
DECREASED7,05711,899-4,842-41%$589.7K$339.7K-$250.1K2026-10-30
Intesa Sanpaolo Wealth Management
DECREASED6,98427,095-20,111-74%$1.3M$337.1K-$1.0M2026-10-28
Lanark Financial, Inc.
DECREASED6,96210,656-3,694-35%$528.1K$335.1K-$193.0K2026-10-26
Ninety One SA (PTY) Ltd
DECREASED6,8957,000-105-1%$347.6K$332.7K-$14.9K2026-10-15
Chicago Partners Investment Group LLC
NEW6,839—+6,839——$317.1K—2026-10-27
Angeles Wealth Management, LLC
INCREASED6,8286,622+206+3%$328.2K$328.6K+$4462026-10-26
Columbia Asset Management
UNCHANGED6,7986,79800%$336.9K$327.2K-$9.7K2026-10-19
Seven Mile Advisory
DECREASED6,7376,980-243-3%$345.9K$324.3K-$21.7K2026-10-22
Riversedge Advisors, LLC
INCREASED6,7296,531+198+3%$323.7K$323.9K+$1912026-10-09
West Family Investments, Inc.
DECREASED6,5579,606-3,049-32%$476.1K$315.6K-$160.5K2026-11-09
Centurion Wealth Management LLC
INCREASED6,5396,500+39+1%$322.1K$314.7K-$7.4K2026-10-13
Seed Wealth Management, Inc.
DECREASED6,46011,695-5,235-45%$579.6K$310.9K-$268.7K2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED6,4359,476-3,041-32%$469.6K$309.7K-$159.9K2026-10-29
Titleist Asset Management, LLC
DECREASED6,3466,501-155-2%$322.2K$305.5K-$16.8K2026-10-08
Crestwood Advisors Group, LLC
INCREASED6,2994,651+1,648+35%$230.5K$303.2K+$72.7K2026-10-27
Foster Group, Inc.
DECREASED6,1966,458-262-4%$320.1K$298.2K-$21.8K2026-10-13
Apollon Wealth Management, LLC
INCREASED6,1875,411+776+14%$268.2K$297.8K+$29.6K2026-10-23
First City Capital Management, Inc.
DECREASED6,1166,158-42-1%$305.2K$294.4K-$10.8K2026-10-27
Granite Group Advisors, LLC
UNCHANGED6,1046,10400%$302.5K$293.8K-$8.7K2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED6,0446,04400%$299.5K$290.9K-$8.6K2026-11-09
Kingswood Wealth Advisors, LLC
NEW6,029—+6,029——$290.2K—2026-10-23
Ejmk Ventures LLC
INCREASED5,9995,979+20+0%$296.3K$288.7K-$7.6K2026-10-21
King Luther Capital Management Corp
INCREASED5,9985,923+75+1%$293.5K$288.7K-$4.9K2026-11-05
Facet Wealth, Inc.
DECREASED5,9746,476-502-8%$321.0K$287.5K-$33.4K2026-11-04
Moneco Advisors, LLC
INCREASED5,8405,722+118+2%$283.6K$281.1K-$2.5K2026-11-05
Sunpointe, LLC
DECREASED5,7856,144-359-6%$304.5K$278.4K-$26.1K2026-10-22
Pictet Bank & Trust Ltd
UNCHANGED5,7585,75800%$286.0K$277.8K-$8.1K2026-10-21
Focus Financial Network, Inc.
INCREASED5,7285,720+8+0%$283.5K$275.7K-$7.8K2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED5,6845,584+100+2%$276.7K$273.6K-$3.2K2026-10-20
Welch & Forbes LLC
UNCHANGED5,6605,66000%$280.5K$272.4K-$8.1K2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED5,6537,223-1,570-22%$358.0K$272.1K-$85.9K2026-11-05
Aire Advisors, LLC
UNCHANGED5,6475,64700%$279.9K$271.8K-$8.1K2026-10-22
Brucke Financial, Inc.
DECREASED5,4715,503-32-1%$272.7K$263.3K-$9.4K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED5,4385,642-204-4%$279.6K$261.7K-$17.9K2026-11-03
SYM Financial Corp
INCREASED5,3844,982+402+8%$246.9K$259.1K+$12.2K2026-10-26
Interchange Capital Partners, LLC
INCREASED5,3745,258+116+2%$260.6K$258.7K-$1.9K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED5,3004,830+470+10%$239.4K$255.1K+$15.7K2026-10-13
Texas Capital Bank Wealth Management Services Inc
DECREASED5,2725,281-90%$261.7K$253.7K-$8.0K2026-11-09
Harbour Investments, Inc.
DECREASED5,2465,704-458-8%$282.7K$252.5K-$30.2K2026-11-09
Norden Group LLC
NEW5,037—+5,037——$242.4K—2026-10-20
Syverson Strege & Co
DECREASED5,0065,021-150%$248.8K$240.9K-$7.9K2026-11-02
Madson Wealth Advisors Inc
UNCHANGED5,0005,00000%$247.8K$240.7K-$7.2K2026-10-13
Sowell Financial Services LLC
DECREASED4,9454,965-200%$246.1K$238.0K-$8.1K2026-10-23
Financial Perspectives, Inc
UNCHANGED4,8944,89400%$242.5K$235.5K-$7.0K2026-11-03
Cheviot Value Management, LLC
UNCHANGED4,8694,86900%$241.3K$234.3K-$7.0K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED4,8484,588+260+6%$227.4K$233.3K+$6.0K2026-11-05
Wedbush Securities Inc
INCREASED4,8254,072+753+18%$202$232+$302026-10-22
Capital Investment Advisors, LLC
DECREASED4,8074,879-72-1%$241.8K$231.4K-$10.5K2026-10-22
Granville Capital, Inc.
UNCHANGED4,8034,80300%$238.0K$231.2K-$6.9K2026-11-05
Independence Bank of Kentucky
UNCHANGED4,7664,76600%$236.2K$229.4K-$6.8K2026-10-26
Fiduciary Financial Group, LLC
INCREASED4,7024,252+450+11%$210.7K$226.3K+$15.6K2026-10-13
HUB Investment Partners, LLC
DECREASED4,5824,863-281-6%$241.0K$220.5K-$20.5K2026-11-03
Turtle Creek Wealth Advisors, LLC
NEW4,570—+4,570——$220.0K—2026-10-15
AlphaCore Capital LLC
NEW4,532—+4,532——$218.1K—2026-11-04
Klingman & Associates, LLC
INCREASED4,5134,393+120+3%$217.7K$217.2K-$5072026-10-20
Midwest Trust Co
NEW4,510—+4,510——$217.1K—2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED4,4544,440+14+0%$220.0K$214.4K-$5.7K2026-11-04
Axxcess Wealth Management, LLC
NEW4,452—+4,452——$214.3K—2026-10-21
Hilltop National Bank
UNCHANGED4,4364,43600%$219.8K$213.5K-$6.3K2026-10-14
Venture Visionary Partners LLC
DECREASED4,4155,827-1,412-24%$288.8K$212.5K-$76.3K2026-10-07
Xponance LLC
NEW4,382—+4,382——$210.9K—2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED4,3754,490-115-3%$222.5K$210.6K-$12.0K2026-10-05
Aspiriant, LLC
NEW4,326—+4,326——$208.2K—2026-10-16
Sovran Advisors, LLC
NEW4,320—+4,320——$207.9K—2026-11-02
Verdence Capital Advisors LLC
UNCHANGED4,2714,27100%$211.7K$205.6K-$6.1K2026-10-26
Brookstone Capital Management
NEW4,258—+4,258——$204.9K—2026-10-22
Avidian Wealth Enterprises, LLC
NEW4,176—+4,176——$201.0K—2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED4,0014,00100%$198.3K$192.6K-$5.7K2026-10-05
First Command Advisory Services, Inc.
INCREASED3,8921,613+2,279+141%$79.9K$187.3K+$107.4K2026-11-05
Fifth Third Bancorp
INCREASED3,6102,529+1,081+43%$125.3K$173.7K+$48.4K2026-11-05
UMB Bank, n.a.
UNCHANGED3,4933,49300%$173.1K$168.1K-$5.0K2026-11-06
Root Financial Partners, LLC
NEW3,344—+3,344——$160.9K—2026-10-21
Golden State Wealth Management, LLC
UNCHANGED3,2123,21200%$159.2K$154.6K-$4.6K2026-11-02
IFP Advisors, Inc
INCREASED3,2113,040+171+6%$150.7K$154.5K+$3.9K2026-10-16
Larson Financial Group LLC
INCREASED3,0351,489+1,546+104%$73.8K$146.1K+$72.3K2026-11-05
Creative Financial Designs Inc
UNCHANGED2,9092,90900%$144.2K$140.0K-$4.2K2026-11-04
Miller Global Investments, LLC
NEW2,758—+2,758——$132.7K—2026-10-02
Owl Creek Wealth Partners LLC
INCREASED2,7172,612+105+4%$129.5K$130.8K+$1.3K2026-10-20
Quent Capital, LLC
INCREASED2,52031+2,489+8029%$1.5K$120.4K+$118.9K2026-11-09
Parkside Financial Bank & Trust
INCREASED2,2451,652+593+36%$81.9K$108.1K+$26.2K2026-10-27
PlanVest Financial, Inc
UNCHANGED2,0962,09600%$103.9K$100.9K-$3.0K2026-11-09
Westside Investment Management, Inc.
UNCHANGED2,0952,09500%$103.8K$100.0K-$3.9K2026-11-02
Gamma Investing LLC
INCREASED2,0141,983+31+2%$98.3K$96.9K-$1.3K2026-10-08
Mountain Hill Investment Partners Corp.
UNCHANGED2,0002,00000%$99.1K$96.3K-$2.9K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED1,9641,609+355+22%$79.7K$94.5K+$14.8K2026-11-05
James T. Borello RIA
UNCHANGED1,8621,86200%$92.3K$89.6K-$2.7K2026-10-16
Berbice Capital Management LLC
UNCHANGED1,7001,70000%$84.3K$143.0K+$58.8K2026-10-13
Nisa Investment Advisors, LLC
INCREASED1,6901,604+86+5%$79.5K$81.3K+$1.8K2026-10-20
Salomon & Ludwin, LLC
DECREASED1,6571,871-214-11%$93.0K$79.8K-$13.3K2026-10-29
TD Private Client Wealth LLC
INCREASED1,6421,227+415+34%$60.8K$79.0K+$18.2K2026-10-28
Nfsg Corp
UNCHANGED1,4251,42500%$70.6K$68.6K-$2.0K2026-10-15
Ares Financial Consulting, LLC
INCREASED1,3861,130+256+23%$56.0K$66.7K+$10.7K2026-10-19
Wilmington Savings Fund Society, FSB
DECREASED1,3481,590-242-15%$78.8K$64.9K-$13.9K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED1,32530+1,295+4317%$1.5K$63.8K+$62.3K2026-10-27
Cape Investment Advisory, Inc.
DECREASED1,2711,284-13-1%$63.6K$61.2K-$2.5K2026-10-13
Private Wealth Management Group, LLC
NEW1,268—+1,268——$61.0K—2026-10-19
Geneos Wealth Management Inc.
NEW1,157—+1,157——$55.7K—2026-11-09
True Wealth Design, LLC
INCREASED1,061910+151+17%$45.1K$51.1K+$6.0K2026-10-13
SJS Investment Consulting Inc.
DECREASED1,0441,057-13-1%$52.4K$50.2K-$2.1K2026-10-26
Community Bank, N.A.
UNCHANGED1,0001,00000%$49.6K$48.1K-$1.4K2026-11-06
Bayban
UNCHANGED1,0001,00000%$49.6K$49.6K$02026-11-05
Fairscale Capital, LLC
UNCHANGED96996900%$48.0K$46.2K-$1.8K2026-11-04
KFG LLC
NEW946—+946——$45.5K—2026-11-02
Financial Consulate, Inc
INCREASED940801+139+17%$39.7K$45.2K+$5.5K2026-10-23
Smithfield Trust Co
UNCHANGED90090000%$44$44$02026-11-09
Bayforest Capital Ltd
INCREASED886799+87+11%$39.6K$42.6K+$3.0K2026-11-03
Activest Wealth Management
UNCHANGED83683600%$41.5K$40.3K-$1.2K2026-10-15
West Financial Advisors, LLC
NEW801—+801——$38.6K—2026-10-22
Key FInancial Inc
UNCHANGED77377300%$38.3K$37.2K-$1.1K2026-11-02
V-Square Quantitative Management LLC
UNCHANGED73073000%$36.2K$35.1K-$1.0K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED70070000%$34.7K$33.7K-$1.0K2026-11-03
First Bancorp, Inc
UNCHANGED64764700%$32.1K$31.1K-$9402026-10-26
Clean Yield Group
UNCHANGED59159100%$29.3K$28.4K-$8452026-10-28
Highline Wealth Partners LLC
INCREASED542382+160+42%$18.9K$26.1K+$7.2K2026-10-19
Triumph Capital Management
INCREASED527524+3+1%$26.0K$25.4K-$6042026-10-14
Zions Bancorporation, National Association
UNCHANGED50150100%$24.8K$24.1K-$7172026-11-06
Bank of New Hampshire
NEW500—+500——$24.1K—2026-10-06
Gables Capital Management Inc.
UNCHANGED50050000%$24.8K$24.1K-$7152026-11-04
Acumen Wealth Advisors, LLC
INCREASED487413+74+18%$20.5K$23.4K+$3.0K2026-11-05
Bare Financial Services, Inc
INCREASED434359+75+21%$17.8K$20.9K+$3.1K2026-11-04
Barclays PLC
INCREASED429310+119+38%$15.4K$20.6K+$5.3K2026-11-06
CX Institutional
INCREASED424224+200+89%$11$20+$92026-10-02
Elyxium Wealth, LLC
NEW417—+417——$20.1K—2026-10-27
Bell Investment Advisors, Inc
UNCHANGED39039000%$19.3K$18.8K-$5582026-10-29
Bullock Wealth Management Group
UNCHANGED38338300%$19.0K$18.2K-$8242026-10-09
Grove Bank & Trust
INCREASED363113+250+221%$5.6K$17.5K+$11.9K2026-10-08
CoreCap Advisors, LLC
DECREASED343520-177-34%$25.8K$16.5K-$9.3K2026-10-08
Hanson & Doremus Investment Management
UNCHANGED33933900%$17$16-$12026-10-16
Spire Wealth Management
DECREASED322472-150-32%$23.4K$15.5K-$7.9K2026-10-30
Sterling Capital Management LLC
UNCHANGED31431400%$15.6K$15.1K-$4492026-10-22
Winch Advisory Services, LLC
UNCHANGED30330300%$15.0K$14.6K-$4342026-11-06
Physician Wealth Advisors, Inc.
INCREASED300199+101+51%$9.9K$14.4K+$4.6K2026-10-20
IFG Advisory, LLC
INCREASED29383+210+253%$4.1K$14.1K+$10.0K2026-11-09
City State Bank
NEW267—+267——$12.9K—2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED26126100%$12.9K$12.6K-$3742026-10-07
Ascentis Wealth Management, LLC
NEW258—+258——$12.4K—2026-11-03
Main Street Group, LTD
UNCHANGED24224200%$12.0K$11.6K-$3472026-10-28
Retirement Wealth Solutions LLC
DECREASED240241-10%$11.9K$11.6K-$3922026-10-07
SouthState Bank Corp
NEW231—+231——$11.1K—2026-11-09
Montag A & Associates Inc
DECREASED228237-9-4%$11.7K$11.0K-$7722026-10-29
Jacobi Capital Management LLC
NEW227—+227——$10.9K—2026-11-05
Signature Equity Partners, LLC
INCREASED222196+26+13%$9.7K$10.7K+$9712026-10-29
Financial Management Professionals, Inc.
UNCHANGED21421400%$10.6K$10.3K-$3062026-10-23
Roxbury Financial LLC
UNCHANGED20820800%$10.3K$10.0K-$2982026-10-01
Canton Hathaway, LLC
NEW185—+185——$8.9K—2026-10-23
Manchester Capital Management LLC
UNCHANGED18318300%$9.1K$8.8K-$2622026-10-22
Arlington Trust Co LLC
UNCHANGED18018000%$8.9K$8.7K-$2582026-10-20
Rakuten Securities, Inc.
DECREASED1761,033-857-83%$51.2K$8.5K-$42.7K2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED17517500%$8.7K$8.4K-$2502026-10-20
American Capital Advisory, LLC
UNCHANGED17417400%$8.6K$8.4K-$2492026-10-28
Abound Wealth Management
DECREASED173180-7-4%$8.9K$8.3K-$5942026-10-26
N.E.W. Advisory Services LLC
INCREASED16287+75+86%$4.3K$7.8K+$3.5K2026-11-09
MV Capital Management, Inc.
UNCHANGED15715700%$7.8K$7.6K-$2242026-10-29
Pinnacle Bancorp, Inc.
DECREASED146224-78-35%$11.1K$7.0K-$4.1K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED14614600%$7.2K$7.0K-$2092026-10-13
North Star Investment Management Corp.
UNCHANGED14114100%$7.0K$6.8K-$2022026-10-27
City Holding Co
NEW140—+140——$6.7K—2026-10-19
Essential Partners LLC
UNCHANGED13113100%$6.5K$6.3K-$1872026-10-14
Creative Capital Management Investments LLC
UNCHANGED13013000%$6.4K$6.3K-$1862026-10-28
Rossby Financial, LCC
DECREASED129137-8-6%$6.8K$6.2K-$5812026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED11611600%$5.7K$5.6K-$1662026-11-04
Markowski Investments
NEW115—+115——$5.5K—2026-10-30
Planning Strategies Inc.
NEW111—+111——$5.3K—2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED10810800%$5.4K$5.2K-$1542026-10-14
Key Capital Management, Inc
NEW103—+103——$5.0K—2026-11-03
Next Level Wealth Planning, LLC
NEW100—+100——$4.8K—2026-10-29
NBH Bank
UNCHANGED10010000%$4.7K$5.6K+$8642026-11-05
Kozak & Associates, Inc.
UNCHANGED969600%$4.8K$4.5K-$2912026-10-29
Balance Wealth Partners LLC
NEW87—+87——$4.2K—2026-10-27
West Paces Advisors Inc.
UNCHANGED858500%$4.2K$4.1K-$1222026-10-13
Gleason Group, Inc.
UNCHANGED808000%$4.0K$3.9K-$1152026-10-15
Oakworth Capital, Inc.
NEW79—+79——$3.8K—2026-10-26
Pittenger & Anderson Inc
NEW77—+77——$3.7K—2026-11-02
First Pacific Financial
DECREASED7783-6-7%$4.1K$3.7K-$4072026-10-14
Fortitude Family Office, LLC
UNCHANGED747400%$3.7K$3.6K-$1052026-10-14
Fairway Wealth LLC
NEW69—+69——$3.3K—2026-10-30
Breakwater Investment Management
NEW69—+69——$3.3K—2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED676700%$3.3K$3.2K-$962026-10-15
Highland Investment Advisors LLC
INCREASED6653+13+25%$2.6K$3.2K+$5502026-11-09
Avion Wealth
UNCHANGED656500%$3$3$02026-11-04
GK Wealth Management LLC
NEW60—+60——$2.9K—2026-10-09
Ascentis Independent Advisors
NEW60—+60——$2.9K—2026-11-03
Burk Holdings LLC
UNCHANGED595900%$2.9K$2.8K-$842026-11-05
Monetary Solutions, Ltd
INCREASED5338+15+39%$1.9K$2.6K+$6682026-10-22
Coston, McIsaac & Partners
UNCHANGED525200%$2$2.5K+$2.5K2026-11-06
Financial Network Wealth Advisors LLC
INCREASED5138+13+34%$1.9K$2.5K+$5722026-10-28
Central Trust Co
UNCHANGED454500%$2.2K$2.2K-$652026-11-05
Sankala Group LLC
UNCHANGED444400%$2.3K$2.1K-$2142026-11-09
Meriwether Wealth & Planning, LLC
NEW43—+43——$2.1K—2026-10-13
UMB Private Wealth Management, LLC
NEW42—+42——$2.0K—2026-10-19
Advocate Investing Services LLC
UNCHANGED404000%$2.0K$1.9K-$572026-10-26
Downshift Financial, LLC
UNCHANGED393900%$1.9K$1.9K-$562026-10-13
Armstrong Advisory Group, Inc
UNCHANGED383800%$1.9K$1.8K-$552026-10-09
Country Trust Bank
NEW35—+35——$1.7K—2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED353500%$1.7K$1.7K-$502026-10-16
Asset Dedication, LLC
DECREASED3155-24-44%$2.7K$1.5K-$1.2K2026-11-03
Godsey & Gibb, Inc
NEW30—+30——$1.4K—2026-10-14
Noble Wealth Management PBC
INCREASED2621+5+24%$1.0K$1.3K+$2102026-10-01
Nvest Wealth Strategies, Inc.
INCREASED189+9+100%$447$868+$4212026-10-14
Addison Advisors LLC
NEW16—+16——$771—2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED161600%$793$770-$232026-10-28
Center for Financial Planning, Inc.
NEW15—+15——$721—2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED131300%$645$626-$192026-10-13
Gilpin Wealth Management, LLC
NEW11—+11——$530—2026-10-09
Nemes Rush Group LLC
UNCHANGED111100%$545$529-$162026-11-04
Decker Retirement Planning Inc.
UNCHANGED8800%$395$384-$112026-10-19
Covestor Ltd
UNCHANGED8800%$0$0$02026-10-30
Mosley Wealth Management
UNCHANGED6600%$297$287-$102026-10-16
StrongBox Wealth, LLC
NEW5—+5——$241—2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED4400%$198$193-$52026-11-04
Kingdom Financial Group Llc.
UNCHANGED1100%$34$33-$12026-11-04
Exane Asset Management
CLOSED0180,748-180,748-100%$8.3M$0-$8.3M2026-10-22
Mizuho Markets Cayman LP
CLOSED0129,919-129,919-100%$6.4M$0-$6.4M2026-11-09
Squarepoint Ops LLC
CLOSED080,944-80,944-100%$4.0M$0-$4.0M2026-11-09
TrueMark Investments, LLC
CLOSED067,374-67,374-100%$3.3M$0-$3.3M2026-11-05
Landesbank Baden-Wuerttemberg
CLOSED061,435-61,435-100%$3.0M$0-$3.0M2026-10-30
Imc-Chicago, LLC
CLOSED060,720-60,720-100%$3.0M$0-$3.0M2026-11-05
Morningstar Investment Management LLC
CLOSED034,188-34,188-100%$1.3M$0-$1.3M2026-11-09
Simplex Trading, LLC
CLOSED025,447-25,447-100%$1.3M$0-$1.3M2026-11-04
Oakmont Investment Advisors, Inc.
CLOSED010,370-10,370-100%$513.9K$0-$513.9K2026-10-21
Viking Fund Management LLC
CLOSED010,000-10,000-100%$495.6K$0-$495.6K2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED09,488-9,488-100%$470.2K$0-$470.2K2026-10-16
Collaborative Fund Advisors, LLC
CLOSED07,895-7,895-100%$391.3K$0-$391.3K2026-11-02
One Way Holdings LLC
CLOSED04,741-4,741-100%$235.0K$0-$235.0K2026-10-29
Convergence Financial, LLC
CLOSED04,660-4,660-100%$231.0K$0-$231.0K2026-10-27
Park National Corp
CLOSED04,595-4,595-100%$227.7K$0-$227.7K2026-10-05
JGP Wealth Management, LLC
CLOSED04,376-4,376-100%$216.9K$0-$216.9K2026-10-13
Stronghold Wealth Management L.L.C.
CLOSED04,183-4,183-100%$207.3K$0-$207.3K2026-10-16
Asset Advisory Group, Inc.
CLOSED04,045-4,045-100%$200.5K$0-$200.5K2026-10-20
Cornerstone Planning Group LLC
CLOSED01,137-1,137-100%$59.9K$0-$59.9K2026-10-16
Robinswood Financial LLC
CLOSED0798-798-100%$39.5K$0-$39.5K2026-10-20
Yankcom Partnership
CLOSED0509-509-100%$25.2K$0-$25.2K2026-10-15
AdvisorNet Financial, Inc
CLOSED0279-279-100%$13.8K$0-$13.8K2026-10-15
Salem Investment Counselors Inc
CLOSED0270-270-100%$13.4K$0-$13.4K2026-10-13
Paradigm Asset Management Co LLC
CLOSED0224-224-100%$11.1K$0-$11.1K2026-11-05
Whipplewood Advisors, LLC
CLOSED0151-151-100%$7.5K$0-$7.5K2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED0132-132-100%$6.5K$0-$6.5K2026-11-04
Stone House Investment Management, LLC
CLOSED071-71-100%$3.5K$0-$3.5K2026-10-23
Dogwood Wealth Management LLC
CLOSED041-41-100%$2.0K$0-$2.0K2026-11-09
Southern Michigan Bank & Trust
CLOSED039-39-100%$1.7K$0-$1.7K2026-10-19
Trifecta Capital Advisors, LLC
CLOSED030-30-100%$1.5K$0-$1.5K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED019-19-100%$926$0-$9262026-10-16
Horizon Financial Services, LLC
DECREASED0211-211-100%$10.5K$0-$10.5K2026-11-04
UBS Group AG
N/A—107,137,265-107,137,265-100%$5.3B———
Vanguard Capital Management LLC
N/A—98,080,411-98,080,411-100%$4.9B———
Norges Bank
N/A—95,849,980-95,849,980-100%$4.8B———
Massachusetts Financial Services Co
N/A—62,927,553-62,927,553-100%$3.2B———
Wellington Management Group LLP
N/A—59,553,311-59,553,311-100%$3.0B———
FMR LLC
N/A—55,541,141-55,541,141-100%$2.8B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—55,233,032-55,233,032-100%$2.7B———
Cevian Capital II GP LTDA
N/A—48,117,675-48,117,675-100%$2.4B———
Dodge & COX
N/A—33,630,342-33,630,342-100%$1.7B———
JPMorgan Chase & Co
N/A—29,666,939-29,666,939-100%$1.5B———
Vanguard Fiduciary Trust Co
N/A—27,709,028-27,709,028-100%$1.4B———
Legal & General Group Plc
N/A—22,124,624-22,124,624-100%$1.1B———
Goldman Sachs Group Inc
N/A—19,805,601-19,805,601-100%$981.6M———
Arrowstreet Capital, Limited Partnership
N/A—17,034,727-17,034,727-100%$844.2M———
Vanguard Asset Management, Ltd
N/A—14,828,609-14,828,609-100%$734.9M———
Capital World Investors
N/A—14,545,505-14,545,505-100%$720.6M———
Nuveen, LLC
N/A—10,482,169-10,482,169-100%$520.3M———
Bank of America Corp
N/A—10,325,213-10,325,213-100%$511.7M———
Canada Pension Plan Investment Board
N/A—10,233,181-10,233,181-100%$507.1M———
Caisse DES Depots ET Consignations
N/A—7,812,061-7,812,061-100%$388.0M———
Morgan Stanley
N/A—7,694,575-7,694,575-100%$381.3M———
Jupiter Topco LLC
N/A—7,482,210-7,482,210-100%$371.6M———
Banque Cantonale Vaudoise
N/A—7,162,067-7,162,067-100%$355.7K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—6,650,553-6,650,553-100%$329.9M———
Allianz Asset Management GmbH
N/A—6,407,087-6,407,087-100%$318.2M———
WCM Investment Management, LLC
N/A—6,150,458-6,150,458-100%$304.4M———
Franklin Resources Inc
N/A—5,826,152-5,826,152-100%$288.6M———
Royal Bank of Canada
N/A—5,577,794-5,577,794-100%$276.4M———
Qube Research & Technologies Ltd
N/A—5,474,754-5,474,754-100%$271.3M———
BNP Paribas Asset Management Holding S.A.
N/A—4,872,034-4,872,034-100%$241.4M———
AQR Capital Management LLC
N/A—4,831,556-4,831,556-100%$239.4M———
Natixis Advisors, LLC
N/A—4,605,772-4,605,772-100%$228.3K———
Northern Trust Corp
N/A—4,389,280-4,389,280-100%$217.5M———
Jones Financial Companies Lllp
N/A—4,128,651-4,128,651-100%$202.7M———
BlackRock, Inc.
N/A—4,041,667-4,041,667-100%$200.3M———
Aviva PLC
N/A—3,688,297-3,688,297-100%$182.8M———
Royal London Asset Management LTD
N/A—3,468,512-3,468,512-100%$171.9M———
Canada Life Assurance Co
N/A—3,339,552-3,339,552-100%$165.6K———
Clearbridge Investments, LLC
N/A—3,295,070-3,295,070-100%$163.3M———
TD Asset Management Inc
N/A—3,283,895-3,283,895-100%$163.1M———
LGT Group Foundation
N/A—3,276,919-3,276,919-100%$162.4M———
Public Sector Pension Investment Board
N/A—2,926,309-2,926,309-100%$145.1M———
Liontrust Investment Partners LLP
N/A—2,458,659-2,458,659-100%$122.1M———
Viking Global Investors LP
N/A—2,435,805-2,435,805-100%$120.8M———
Public Employees Retirement System of Ohio
N/A—2,398,700-2,398,700-100%$119.1M———
American Century Companies Inc
N/A—2,381,984-2,381,984-100%$118.1M———
Invesco Ltd.
N/A—2,269,793-2,269,793-100%$112.5M———
Korea Investment Corp
N/A—2,130,913-2,130,913-100%$105.8M———
Captrust Financial Advisors
N/A—2,036,912-2,036,912-100%$100.9M———
Life Cycle Investment Partners Ltd
N/A—2,031,327-2,031,327-100%$100.9M———
State of Tennessee, Department of Treasury
N/A—1,860,583-1,860,583-100%$92.4M———
Moore Capital Management, LP
N/A—1,858,635-1,858,635-100%$92.1M———
1832 Asset Management L.P.
N/A—1,697,000-1,697,000-100%$84.1M———
Envestnet Asset Management Inc
N/A—1,686,431-1,686,431-100%$83.6M———
Ameriprise Financial Inc
N/A—1,651,479-1,651,479-100%$82.0M———
Credit Agricole S A
N/A—1,644,169-1,644,169-100%$81.5M———
ABN Amro Bank N.V.
N/A—1,630,379-1,630,379-100%$80.7M———
Vanguard Investments Australia, Ltd.
N/A—1,614,810-1,614,810-100%$80.0M———
FIL Ltd
N/A—1,567,708-1,567,708-100%$77.7M———
Brandes Investment Partners, LP
N/A—1,398,641-1,398,641-100%$69.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,308,707-1,308,707-100%$65.0M———
Vanguard Global Advisers, LLC
N/A—1,301,841-1,301,841-100%$64.5M———
State of Wisconsin Investment Board
N/A—1,190,788-1,190,788-100%$59.1M———
Rathbones Group PLC
N/A—1,179,032-1,179,032-100%$58.6M———
Manufacturers Life Insurance Company, the
N/A—1,173,305-1,173,305-100%$58.2M———
Mediolanum International Funds Ltd
N/A—1,111,179-1,111,179-100%$54.9M———
Zurich Insurance Group Ltd
N/A—1,083,128-1,083,128-100%$53.7M———
DJE Kapital AG
N/A—983,564-983,564-100%$49.0M———
Alliancebernstein L.P.
N/A—976,101-976,101-100%$38.1M———
Patient Capital Management, LLC
N/A—953,734-953,734-100%$47.3M———
EFG International AG
N/A—898,628-898,628-100%$44.5M———
Wells Fargo & Company
N/A—810,448-810,448-100%$40.2M———
Raymond James Financial Inc
N/A—776,059-776,059-100%$38.5M———
Quantinno Capital Management LP
N/A—754,276-754,276-100%$37.4M———
Jane Street Group, LLC
N/A—746,183-746,183-100%$37.0M———
Charles Schwab Investment Management Inc
N/A—657,655-657,655-100%$32.6M———
Edmond de Rothschild Holding S.A.
N/A—615,773-615,773-100%$30.5M———
D. E. Shaw & Co., Inc.
N/A—583,637-583,637-100%$28.9M———
Stifel Financial Corp
N/A—580,682-580,682-100%$28.8M———
USS Investment Management Ltd
N/A—521,574-521,574-100%$25.9M———
O'shaughnessy Asset Management, LLC
N/A—504,607-504,607-100%$25.0M———
Two Sigma Investments, LP
N/A—475,312-475,312-100%$23.6M———
Voya Investment Management LLC
N/A—425,511-425,511-100%$21.1M———
Neuberger Berman Group LLC
N/A—416,384-416,384-100%$20.7M———
Lazard Asset Management LLC
N/A—386,657-386,657-100%$19.2M———
LGT Fund Management Co Ltd.
N/A—376,123-376,123-100%$18.6M———
Worldquant Millennium Advisors LLC
N/A—374,138-374,138-100%$18.5M———
Andra Ap-fonden
N/A—366,087-366,087-100%$14.7M———
Gardner Lewis Asset Management L P
N/A—363,525-363,525-100%$18.0M———
Groupama Asset Managment
N/A—350,855-350,855-100%$14.0M———
Gator Capital Management, LLC
N/A—346,600-346,600-100%$17.2M———
RBF Capital, LLC
N/A—340,000-340,000-100%$16.9M———
Citadel Advisors LLC
N/A—336,523-336,523-100%$16.7M———
Prudential PLC
N/A—326,475-326,475-100%$16.2M———
CIBC World Market Inc.
N/A—325,720-325,720-100%$16.1M———
Baader Bank Aktiengesellschaft
N/A—321,846-321,846-100%$15.9M———
MetLife Investment Management, LLC
N/A—311,934-311,934-100%$15.5M———
Promethos Capital, LLC
N/A—274,025-274,025-100%$13.6M———
Pathstone Holdings, LLC
N/A—249,033-249,033-100%$12.3M———
Tudor Investment Corp ET AL
N/A—248,111-248,111-100%$12.3M———
Cerity Partners LLC
N/A—245,469-245,469-100%$12.2M———
Mariner, LLC
N/A—239,614-239,614-100%$11.9M———
RPg Family Wealth Advisory, LLC
N/A—213,729-213,729-100%$10.6M———
Ingalls & Snyder LLC
N/A—209,623-209,623-100%$10.4K———
QRG Capital Management, Inc.
N/A—201,143-201,143-100%$10.0M———
Vanguard Personalized Indexing Management, LLC
N/A—193,469-193,469-100%$9.6M———
First Trust Advisors LP
N/A—183,740-183,740-100%$9.1M———
M&T Bank Corp
N/A—182,764-182,764-100%$9.1M———
Van Eck Associates Corp
N/A—179,747-179,747-100%$8.9M———
SEI Investments Co
N/A—171,980-171,980-100%$8.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—170,971-170,971-100%$8.5M———
Tidal Investments LLC
N/A—167,457-167,457-100%$8.3M———
Millennium Management LLC
N/A—165,363-165,363-100%$8.2M———
MML Investors Services, LLC
N/A—163,223-163,223-100%$8.1M———
Mercer Global Advisors Inc
N/A—160,099-160,099-100%$7.9M———
Quantbot Technologies LP
N/A—156,520-156,520-100%$7.8M———
Cetera Investment Advisers
N/A—156,481-156,481-100%$7.8M———
Marshall Wace, LLP
N/A—155,130-155,130-100%$7.7M———
NatWest Group plc
N/A—152,430-152,430-100%$7.6M———
Rockefeller Capital Management L.P.
N/A—151,317-151,317-100%$7.5M———
Orion Porfolio Solutions, LLC
N/A—150,741-150,741-100%$7.5M———
Groupe la Francaise
N/A—146,890-146,890-100%$7.3M———
Dixon Mitchell Investment Counsel Inc.
N/A—146,000-146,000-100%$7.2M———
Campbell & Co Investment Adviser LLC
N/A—142,422-142,422-100%$7.1M———
Callan Family Office, LLC
N/A—136,735-136,735-100%$6.8M———
Susquehanna International Group, LLP
N/A—133,183-133,183-100%$6.6M———
Banco Santander, S.A.
N/A—128,465-128,465-100%$6.4M———
HighTower Advisors, LLC
N/A—126,700-126,700-100%$6.3M———
Caisse de Depot ET Placement DU Quebec
N/A—126,354-126,354-100%$6.3M———
Platinum Investment Management LTD
N/A—117,507-117,507-100%$5.8M———
Ensign Peak Advisors, Inc
N/A—115,794-115,794-100%$5.8M———
Timber Creek Capital Management LLC
N/A—109,432-109,432-100%$5.4M———
Lord, Abbett & Co. LLC
N/A—108,318-108,318-100%$5.4K———
HRT Financial LP
N/A—98,423-98,423-100%$4.9K———
SIH Partners, Lllp
N/A—98,350-98,350-100%$4.9M———
Osmosis Investment Management UK Ltd
N/A—96,968-96,968-100%$4.8M———
Bleakley Financial Group, LLC
N/A—93,266-93,266-100%$4.6M———
Metis Global Partners, LLC
N/A—92,411-92,411-100%$4.6M———
Vestmark Advisory Solutions, Inc.
N/A—85,946-85,946-100%$4.3M———
Polymer Capital Management (HK) LTD
N/A—78,801-78,801-100%$3.9M———
Price T Rowe Associates Inc
N/A—77,560-77,560-100%$3.8K———
Northwestern Mutual Wealth Management Co
N/A—76,900-76,900-100%$3.8M———
Vident Advisory, LLC
N/A—75,159-75,159-100%$3.7M———
Independent Advisor Alliance
N/A—75,104-75,104-100%$3.7M———
BTC Capital Management, Inc.
N/A—74,765-74,765-100%$3.7M———
Glenmede Trust Co NA
N/A—74,740-74,740-100%$3.7M———
IEQ Capital, LLC
N/A—73,940-73,940-100%$3.7M———
Banque Transatlantique SA
N/A—72,543-72,543-100%$3.6M———
Alaethes Wealth, LLC
N/A—69,731-69,731-100%$3.5M———
PDT Partners, LLC
N/A—67,648-67,648-100%$3.4M———
Opal Capital LLC
N/A—67,374-67,374-100%$3.3M———
Group One Trading LLC
N/A—67,158-67,158-100%$3.3M———
Cloverfields Capital Group, LP
N/A—65,735-65,735-100%$3.3M———
Permanent Capital Management, LP
N/A—64,477-64,477-100%$3.2M———
Stamos Capital Partners, L.P.
N/A—62,364-62,364-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—62,012-62,012-100%$3.1M———
Focus Partners Wealth
N/A—58,315-58,315-100%$2.9M———
CIM, LLC
N/A—52,031-52,031-100%$2.6M———
Marex Group Ltd
N/A—51,382-51,382-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—50,412-50,412-100%$2.5M———
NewEdge Advisors, LLC
N/A—50,288-50,288-100%$2.5M———
Sanctuary Advisors, LLC
N/A—49,691-49,691-100%$2.5M———
Osaic Holdings, Inc.
N/A—42,046-42,046-100%$2.1M———
Arax Advisory Partners
N/A—41,789-41,789-100%$2.1M———
Caprock Group, LLC
N/A—41,370-41,370-100%$2.1M———
Evelyn Partners Group Ltd
N/A—40,992-40,992-100%$2.0M———
Ballentine Partners, LLC
N/A—40,224-40,224-100%$2.0M———
Rhumbline Advisers
N/A—39,664-39,664-100%$2.0M———
Parallax Volatility Advisers, L.P.
N/A—38,767-38,767-100%$1.9M———
Advisors Asset Management, Inc.
N/A—35,985-35,985-100%$1.8M———
Summit Trail Advisors, LLC
N/A—35,720-35,720-100%$1.8M———
NorthCoast Asset Management LLC
N/A—35,588-35,588-100%$1.8M———
National Bank of Canada
N/A—35,334-35,334-100%$1.8M———
Barometer Capital Management Inc.
N/A—35,100-35,100-100%$1.7M———
Snowden Capital Advisors LLC
N/A—34,627-34,627-100%$1.7M———
Gabelli Funds LLC
N/A—34,200-34,200-100%$1.7M———
Advisors Capital Management, LLC
N/A—34,052-34,052-100%$1.7M———
&partners
N/A—30,898-30,898-100%$1.5M———
Winning Points Advisors, LLC
N/A—30,688-30,688-100%$777.5K———
Steward Partners Investment Advisory, LLC
N/A—28,825-28,825-100%$1.4M———
Future Fund LLC
N/A—27,784-27,784-100%$1.4M———
Global Retirement Partners, LLC
N/A—26,424-26,424-100%$1.3M———
Schonfeld Strategic Advisors LLC
N/A—25,496-25,496-100%$1.3M———
GeoWealth Management, LLC
N/A—25,132-25,132-100%$1.2M———
Connable Office Inc
N/A—24,733-24,733-100%$1.2M———
Jain Global LLC
N/A—24,585-24,585-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—23,905-23,905-100%$1.2M———
Qtron Investments LLC
N/A—23,519-23,519-100%$1.2M———
Storgate, LLC
N/A—23,334-23,334-100%$1.2M———
Brown Brothers Harriman & Co
N/A—22,842-22,842-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—22,669-22,669-100%$1.1M———
United Capital Financial Advisors, LLC
N/A—22,252-22,252-100%$1.1M———
HSBC Holdings PLC
N/A—22,025-22,025-100%$1.1M———
Syon Capital LLC
N/A—21,313-21,313-100%$1.1M———
Rehmann Capital Advisory Group
N/A—21,270-21,270-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—21,071-21,071-100%$1.0M———
Venturi Wealth Management, LLC
N/A—20,559-20,559-100%$1.0M———
Reyl & Cie S.A.
N/A—20,465-20,465-100%$786.1K———
Dorsey & Whitney Trust Co LLC
N/A—18,787-18,787-100%$931.1K———
Waverly Advisors, LLC
N/A—17,093-17,093-100%$847.1K———
Flputnam Investment Management Co
N/A—16,362-16,362-100%$810.9K———
Basecamp Wealth Advisors LLC
N/A—16,333-16,333-100%$809.5K———
American Trust Investment Advisors, LLC
N/A—16,260-16,260-100%$805.8K———
New Vernon Capital Holdings II LLC
N/A—16,086-16,086-100%$797.2K———
Liberty One Investment Management, LLC
N/A—14,981-14,981-100%$742.4K———
Klingenstein Fields & Co LP
N/A—14,930-14,930-100%$739.9K———
Penserra Capital Management LLC
N/A—14,756-14,756-100%$730———
Cresset Asset Management, LLC
N/A—14,098-14,098-100%$698.8K———
Smartleaf Asset Management LLC
N/A—13,286-13,286-100%$657.5K———
Janney Montgomery Scott LLC
N/A—12,865-12,865-100%$638———
Vigil Wealth Management, LLC
N/A—12,700-12,700-100%$629.4K———
Stephens Inc
N/A—12,502-12,502-100%$619.6K———
Bridgewater Advisors Inc.
N/A—12,218-12,218-100%$644.5K———
First National Bank of Hutchinson
N/A—12,117-12,117-100%$600.5K———
Quantum Portfolio Management LLC
N/A—11,823-11,823-100%$585.9K———
Sivia Capital Partners, LLC
N/A—11,817-11,817-100%$585.7K———
MAI Capital Management
N/A—11,778-11,778-100%$583.8K———
Frec Markets, Inc.
N/A—11,410-11,410-100%$565.5K———
Private Advisor Group, LLC
N/A—11,176-11,176-100%$553.9K———
Ellevest, Inc.
N/A—11,105-11,105-100%$550.4K———
Benjamin Edwards Inc
N/A—10,744-10,744-100%$532.4K———
Fred Alger Management, LLC
N/A—10,692-10,692-100%$529.9K———
Keebeck Wealth Management
N/A—10,584-10,584-100%$524.5K———
Roundview Capital LLC
N/A—10,022-10,022-100%$496.7K———
Kingsview Wealth Management, LLC
N/A—10,019-10,019-100%$496.5K———
Hirtle & Co., LLC
N/A—9,986-9,986-100%$494.9K———
EP Wealth Advisors, LLC
N/A—9,578-9,578-100%$474.7K———
Ossiam
N/A—9,549-9,549-100%$474.2K———
Commerce Bank
N/A—9,312-9,312-100%$461.5K———
XTX Topco Ltd
N/A—9,172-9,172-100%$454.6K———
Principal Securities, Inc.
N/A—9,159-9,159-100%$453.9K———
Fiduciary Trust Co
N/A—9,013-9,013-100%$446.7K———
British Columbia Investment Management Corp
N/A—8,940-8,940-100%$443.1K———
Empower Advisory Group, LLC
N/A—8,764-8,764-100%$434.3K———
Blair William & Co
N/A—8,667-8,667-100%$429.6K———
Envestnet Portfolio Solutions, Inc.
N/A—8,511-8,511-100%$421.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,461-8,461-100%$420.2K———
NewEdge Wealth, LLC
N/A—8,234-8,234-100%$408.1K———
Pinnacle Financial Partners, Inc.
N/A—8,140-8,140-100%$403.5K———
SOA Wealth Advisors, Llc.
N/A—8,098-8,098-100%$8.1K———
New Republic Capital, LLC
N/A—7,972-7,972-100%$395.1K———
Wealthspire Advisors, LLC
N/A—7,919-7,919-100%$392.5K———
Calydon Capital
N/A—7,694-7,694-100%$381.3K———
Fullerton Fund Management Co Ltd.
N/A—7,327-7,327-100%$363.9K———
Mattson Financial Services, LLC
N/A—7,298-7,298-100%$390.4K———
Zhang Financial LLC
N/A—7,061-7,061-100%$349.9K———
Dynamic Technology Lab Private Ltd
N/A—7,054-7,054-100%$350.0K———
Brown Financial Advisors
N/A—6,844-6,844-100%$339.2K———
World Investment Advisors
N/A—6,750-6,750-100%$270.6K———
AE Wealth Management LLC
N/A—6,666-6,666-100%$330.4K———
Havemeyer Place LP
N/A—6,637-6,637-100%$328.9K———
Keel Point, LLC
N/A—6,613-6,613-100%$327.7K———
Evolve Private Wealth, LLC
N/A—6,415-6,415-100%$317.9K———
Hilltop Holdings Inc.
N/A—6,363-6,363-100%$315.5K———
Focus Partners Advisor Solutions, LLC
N/A—6,199-6,199-100%$307.2K———
Savvy Advisors, Inc.
N/A—6,059-6,059-100%$300.3K———
Jackson Thornton Wealth Management, LLC
N/A—6,054-6,054-100%$300.0K———
SCS Capital Management LLC
N/A—6,045-6,045-100%$299.6K———
Gotham Asset Management, LLC
N/A—6,021-6,021-100%$298.4K———
Integrated Investment Consultants, LLC
N/A—5,981-5,981-100%$296.4K———
Simmons Bank
N/A—5,949-5,949-100%$294.8K———
Peak6 LLC
N/A—5,904-5,904-100%$292.6K———
Aspen Grove Capital, LLC
N/A—5,798-5,798-100%$287.4K———
OneAscent Family Office, LLC
N/A—5,691-5,691-100%$282.0K———
Arkadios Wealth Advisors
N/A—5,688-5,688-100%$281.9K———
Integrity Financial Corp
N/A—5,655-5,655-100%$280.3K———
PCM Encore, LLC
N/A—5,508-5,508-100%$273.0K———
Cozad Asset Management Inc
N/A—5,463-5,463-100%$270.7K———
Permanens Capital L.P.
N/A—5,399-5,399-100%$267.6K———
Glen Eagle Advisors, LLC
N/A—5,353-5,353-100%$265.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—5,225-5,225-100%$258.6K———
Ausdal Financial Partners, Inc.
N/A—5,211-5,211-100%$258.3K———
Wealth Alliance, LLC
N/A—5,181-5,181-100%$256.8K———
Financial Engines Advisors L.L.C.
N/A—5,132-5,132-100%$254.3K———
Advisory Services Network, LLC
N/A—5,121-5,121-100%$253.8K———
BNP Paribas Financial Markets
N/A—5,082-5,082-100%$251.9K———
Capula Management Ltd
N/A—5,032-5,032-100%$249.4K———
Tranquilli Financial Advisor LLC
N/A—5,008-5,008-100%$248.2K———
Inspire Advisors, LLC
N/A—5,003-5,003-100%$248.1K———
OneAscent Financial Services LLC
N/A—4,979-4,979-100%$246.8K———
Seeds Investor LLC
N/A—4,875-4,875-100%$241.6K———
Choate Investment Advisors
N/A—4,854-4,854-100%$240.6K———
Macquarie Group LTD
N/A—4,823-4,823-100%$239.0K———
S Harris Financial Group, LLC
N/A—4,700-4,700-100%$233.0K———
Curi Capital, LLC
N/A—4,679-4,679-100%$231.9K———
PFG Investments, LLC
N/A—4,637-4,637-100%$229.8K———
Intrust Bank NA
N/A—4,603-4,603-100%$228.1K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—4,569-4,569-100%$226.4K———
American Trust
N/A—4,502-4,502-100%$223.1K———
Shelton Capital Management
N/A—4,435-4,435-100%$219.8K———
Westwood Holdings Group Inc
N/A—4,412-4,412-100%$219.1K———
Stonebrook Private Inc.
N/A—4,314-4,314-100%$213.8K———
Moneta Group Investment Advisors LLC
N/A—4,313-4,313-100%$213.8K———
Pure Financial Advisors, LLC
N/A—4,159-4,159-100%$206.1K———
Campbell Deegan Wealth Management, LLC
N/A—4,064-4,064-100%$201.4K———
STG Securities, LLC
N/A—4,056-4,056-100%$201.0K———
Corient IA LP
N/A—3,960-3,960-100%$196.3K———
Rothschild Investment LLC
N/A—3,814-3,814-100%$189.0K———
BFC Planning, Inc.
N/A—3,770-3,770-100%$186.8K———
Ameritas Advisory Services, LLC
N/A—3,525-3,525-100%$174.7K———
Allianz SE
N/A—3,390-3,390-100%$168.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,232-3,232-100%$160.2K———
Tiaa Wealth Investment Management LLC
N/A—2,616-2,616-100%$129.6K———
Atlantic Union Bankshares Corp
N/A—2,564-2,564-100%$127.1K———
Bruce G. Allen Investments, LLC
N/A—2,547-2,547-100%$126.2K———
Cary Street Partners Financial LLC
N/A—2,436-2,436-100%$120.7K———
Cary Street Partners Investment Advisory LLC
N/A—2,354-2,354-100%$116.7K———
Continuum Advisory, LLC
N/A—1,849-1,849-100%$91.6K———
Lavaca Capital LLC
N/A—1,784-1,784-100%$88.4K———
SHP Wealth Management
N/A—1,077-1,077-100%$53.4K———
Federation des caisses Desjardins du Quebec
N/A—1,060-1,060-100%$52.5K———
Ancora Advisors LLCA
N/A—999-999-100%$49.5K———
Credit Industriel ET Commercial
N/A—987-987-100%$48.8K———
Prosperity Bancshares Inc
N/A—870-870-100%$43.1K———
Huntington National Bank
N/A—779-779-100%$38.6K———
MidFirst Bank
N/A—715-715-100%$35.4K———
Transamerica Financial Advisors, LLC
N/A—697-697-100%$34.6K———
GW&K Investment Management, LLC
N/A—653-653-100%$32———
Fiduciary Financial Advisors
N/A—641-641-100%$31.7K———
Coppell Advisory Solutions LLC
N/A—509-509-100%$307.7K———
WealthCollab, LLC
N/A—509-509-100%$25.2K———
Elequin Capital, LP
N/A—501-501-100%$24.8K———
Kilter Group LLC
N/A—420-420-100%$20.8K———
Nalls Sherbakoff Group, LLC
N/A—400-400-100%$19.8K———
HHM Wealth Advisors, LLC
N/A—392-392-100%$19.4K———
Cornerstone Financial Management LLC
N/A—363-363-100%$18.0K———
Dunhill Financial, LLC
N/A—350-350-100%$17.4K———
Raffa Wealth Management, LLC
N/A—348-348-100%$17.2K———
BOK Financial Private Wealth, Inc.
N/A—342-342-100%$17.0K———
Financial Gravity Companies, Inc.
N/A—340-340-100%$16.9K———
Strategic Wealth Partners, Ltd.
N/A—323-323-100%$16.0K———
JPL Wealth Management, LLC
N/A—279-279-100%$13.8K———
Nova Wealth Management, Inc.
N/A—212-212-100%$10.5K———
LRI Investments, LLC
N/A—212-212-100%$10.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—210-210-100%$10.4K———
Mpwm Advisory Solutions, LLC
N/A—200-200-100%$9.9K———
Frazier Financial Advisors, LLC
N/A—183-183-100%$9.1K———
Manning & Napier Advisors LLC
N/A—162-162-100%$8.0K———
CVA Family Office, LLC
N/A—138-138-100%$6.8K———
Benson Wealth Management Inc
N/A—137-137-100%$6.8K———
Private Wealth Asset Management, LLC
N/A—136-136-100%$6.7K———
Bravera Wealth
N/A—132-132-100%$6.5K———
IMA Advisory Services, Inc.
N/A—126-126-100%$6.2K———
Sittner & Nelson, LLC
N/A—97-97-100%$4.8K———
Godfrey Financial Associates, Inc.
N/A—92-92-100%$4.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—75-75-100%$3.7K———
Bogart Wealth, LLC
N/A—71-71-100%$3.5K———
Aventura Private Wealth, LLC
N/A—69-69-100%$3.4K———
Basepoint Wealth LLC
N/A—56-56-100%$2.8K———
Tower Research Capital LLC (TRC)
N/A—56-56-100%$2.8K———
Federated Hermes, Inc.
N/A—54-54-100%$2.7K———
Swan Capital LLC
N/A—48-48-100%$2.4K———
Allied Private Wealth LLC
N/A—46-46-100%$2.4K———
ST Germain D J Co Inc
N/A—46-46-100%$2.3K———
Synergy Investment Management, LLC
N/A—38-38-100%$2.0K———
Crewe Advisors LLC
N/A—35-35-100%$1.7K———
Marshall Investment Management, LLC
N/A—33-33-100%$1.6K———
TD Capital Management LLC
N/A—29-29-100%$1.4K———
Caitlin John, LLC
N/A—27-27-100%$1.3K———
Game Plan Financial Advisors, LLC
N/A—26-26-100%$1.3K———
PIN OAK Investment Advisors Inc
N/A—22-22-100%$1———
Forum Finance Group S.A.
N/A—14-14-100%$1———
Ameriflex Group, Inc.
N/A—14-14-100%$694———
Aberdeen Wealth Management LLC
N/A—10-10-100%$496———
Truvestments Capital LLC
N/A—6-6-100%$297———
Showing 822 of 822 institutions