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AB Disruptors ETF (FWD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,831,089 from 1,512,442
Change+318,647 (+21%)
Value$241.0M (+$17.0M)
Filed 2026-11-06
Horizon Wealth Management, LLC
NEW
Shares139,510
Change+139,510
Value$18.4M
Filed 2026-11-02
HighPoint Advisor Group LLC
INCREASED
Shares130,457 from 53,093
Change+77,364 (+146%)
Value$17.2M (+$9.3M)
Filed 2026-11-09
Embree Financial Group
DECREASED
Shares129,711 from 130,678
Change-967 (-1%)
Value$17.1M (-$2.3M)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares81,550 from 73,185
Change+8,365 (+11%)
Value$10.7M (-$107.4K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares76,635 from 66,433
Change+10,202 (+15%)
Value$10.1M (+$246.0K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares74,630 from 30,456
Change+44,174 (+145%)
Value$9.8M (+$5.3M)
Filed 2026-10-27
Quantum Private Wealth, LLC
DECREASED
Shares72,152 from 73,382
Change-1,230 (-2%)
Value$9.5M (-$1.4M)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares63,716 from 50,978
Change+12,738 (+25%)
Value$8.4M (+$834.8K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares61,764 from 56,799
Change+4,965 (+9%)
Value$8.1M (-$284.3K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares51,854 from 64,294
Change-12,440 (-19%)
Value$6.8M (-$2.7M)
Filed 2026-10-16
StoneCrest Wealth Management, Inc.
DECREASED
Shares48,696 from 48,751
Change-55 (0%)
Value$6.4M (-$812.1K)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares40,109
Change+40,109
Value$5.3M
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares31,571 from 20,939
Change+10,632 (+51%)
Value$4.2M (+$1.1M)
Filed 2026-11-02
IFG Advisory, LLC
INCREASED
Shares28,052 from 27,747
Change+305 (+1%)
Value$3.7M (-$417.9K)
Filed 2026-11-09
Cornerstone Wealth Management, LLC
DECREASED
Shares23,613 from 24,413
Change-800 (-3%)
Value$3.1M (-$508.3K)
Filed 2026-11-04
Great Valley Advisor Group, Inc.
INCREASED
Shares22,860 from 18,223
Change+4,637 (+25%)
Value$3.0M (+$309.3K)
Filed 2026-11-09
USAdvisors Wealth Management, LLC
INCREASED
Shares21,315 from 20,190
Change+1,125 (+6%)
Value$2.8M (-$185.0K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares19,410 from 18,981
Change+429 (+2%)
Value$2.6M (-$256.0K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares19,379 from 18,478
Change+901 (+5%)
Value$2.6M (-$186.5K)
Filed 2026-10-26
Wavvest Wealth LLC
NEW
Shares19,223
Change+19,223
Value$2.5M
Filed 2026-10-21
Huntleigh Advisors, Inc.
INCREASED
Shares18,083 from 17,737
Change+346 (+2%)
Value$2.4M (-$247.3K)
Filed 2026-11-03
SFG Wealth Management, Llc.
DECREASED
Shares17,044 from 17,340
Change-296 (-2%)
Value$2.2M (-$325.2K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,112 from 12,687
Change+1,425 (+11%)
Value$1.9M (+$110.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares13,116 from 4,473
Change+8,643 (+193%)
Value$1.7M (+$1.1M)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares9,480 from 9,438
Change+42 (+0%)
Value$1.2M (-$150.3K)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares8,274 from 9,513
Change-1,239 (-13%)
Value$1.1M (-$320.1K)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares6,800 from 4,000
Change+2,800 (+70%)
Value$894.9K (+$302.5K)
Filed 2026-11-09
Vise Technologies, Inc.
DECREASED
Shares6,746 from 8,938
Change-2,192 (-25%)
Value$887.8K (-$436.1K)
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
NEW
Shares6,189
Change+6,189
Value$814.5K
Filed 2026-10-09
Boyer Financial Services, Inc.
INCREASED
Shares5,296 from 5,211
Change+85 (+2%)
Value$697.0K (-$19.8K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares4,653 from 1,603
Change+3,050 (+190%)
Value$612.4K (+$375.0K)
Filed 2026-11-04
Laraway Financial Advisors Inc
INCREASED
Shares3,823 from 3,063
Change+760 (+25%)
Value$503.2K (+$49.4K)
Filed 2026-11-09
Wagner Wealth Management, LLC
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$422.3K (-$53.0K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares3,177 from 2,028
Change+1,149 (+57%)
Value$418.1K (+$117.7K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares3,125 from 2,594
Change+531 (+20%)
Value$411.3K (+$27.1K)
Filed 2026-11-06
Avaii Wealth Management, LLC
NEW
Shares3,017
Change+3,017
Value$406.5K
Filed 2026-10-09
PFG Advisors
INCREASED
Shares2,996 from 2,798
Change+198 (+7%)
Value$394.3K (-$20.1K)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares2,920 from 2,154
Change+766 (+36%)
Value$384.3K (+$65.3K)
Filed 2026-10-28
Creative Planning
NEW
Shares2,658
Change+2,658
Value$349.8K
Filed 2026-11-02
Walleye Partners, LLC
DECREASED
Shares2,293 from 2,367
Change-74 (-3%)
Value$301.7K (-$48.9K)
Filed 2026-10-13
Trademark Financial Management, LLC
DECREASED
Shares2,276 from 10,589
Change-8,313 (-79%)
Value$299.5K (-$1.3M)
Filed 2026-10-23
Cap Partners, LLC
NEW
Shares2,255
Change+2,255
Value$296.8K
Filed 2026-10-19
Clear Creek Financial Management, LLC
NEW
Shares2,080
Change+2,080
Value$273.7K
Filed 2026-10-28
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,881 from 1,881
Change0 (0%)
Value$247.6K (-$31.1K)
Filed 2026-10-23
Symphony Financial Services, Inc.
NEW
Shares1,783
Change+1,783
Value$234.7K
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares1,666 from 1,566
Change+100 (+6%)
Value$219.3K (-$12.7K)
Filed 2026-11-02
Barclays PLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$161.9K (-$20.3K)
Filed 2026-11-06
StrongBox Wealth, LLC
INCREASED
Shares965 from 865
Change+100 (+12%)
Value$127.0K (-$1.1K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares738 from 674
Change+64 (+10%)
Value$97.2K (-$2.7K)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares734
Change+734
Value$96.6K
Filed 2026-10-15
Harbour Investments, Inc.
DECREASED
Shares514 from 522
Change-8 (-2%)
Value$67.7K (-$9.6K)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares444 from 233
Change+211 (+91%)
Value$58.4K (+$23.9K)
Filed 2026-11-05
Security National Bank
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$54.1K (-$6.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares245 from 31
Change+214 (+690%)
Value$32.2K (+$27.7K)
Filed 2026-10-08
Signature Equity Partners, LLC
DECREASED
Shares155 from 22,901
Change-22,746 (-99%)
Value$20.4K (-$3.4M)
Filed 2026-10-29
Bokf, NA
DECREASED
Shares142 from 750
Change-608 (-81%)
Value$18.7K (-$92.4K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$11.3K (-$1.4K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$7.8K (-$975)
Filed 2026-10-23
US Bancorp \de\
NEW
Shares30
Change+30
Value$3.9K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.3K (-$413)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.0K (-$248)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.1K (-$132)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$263 (-$181)
Filed 2026-11-06
KPP Advisory Services LLC
CLOSED
Shares0 from 82,091
Change-82,091 (-100%)
Value$0 (-$12.2M)
Filed 2026-10-26
Wespac Advisors, LLC
CLOSED
Shares0 from 6,173
Change-6,173 (-100%)
Value$0 (-$914.3K)
Filed 2026-10-26
Lido Advisors, LLC
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$228.1K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$174.1K)
Filed 2026-10-16
Assetmark, Inc
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-21
Abound Wealth Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$741)
Filed 2026-10-26
Alliancebernstein L.P.
N/A
Shares— from 12,254,845
Change-12,254,845 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 597,024
Change-597,024 (-100%)
Value—
Betterment LLC
N/A
Shares— from 580,084
Change-580,084 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 473,735
Change-473,735 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 255,585
Change-255,585 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 233,743
Change-233,743 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 180,785
Change-180,785 (-100%)
Value—
UBS Group AG
N/A
Shares— from 163,561
Change-163,561 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 157,322
Change-157,322 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 156,601
Change-156,601 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 155,481
Change-155,481 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 144,424
Change-144,424 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 128,750
Change-128,750 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 123,354
Change-123,354 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 109,732
Change-109,732 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,014
Change-82,014 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 64,371
Change-64,371 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 63,621
Change-63,621 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,566
Change-59,566 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,759
Change-37,759 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 28,418
Change-28,418 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,688
Change-26,688 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 22,956
Change-22,956 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,713
Change-19,713 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,187
Change-19,187 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 18,685
Change-18,685 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,172
Change-13,172 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,305
Change-8,305 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
&partners
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,183
Change-6,183 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 653
Change-653 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 395
Change-395 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,831,0891,512,442+318,647+21%$224.0M$241.0M+$17.0M2026-11-06
Horizon Wealth Management, LLC
NEW139,510—+139,510——$18.4M—2026-11-02
HighPoint Advisor Group LLC
INCREASED130,45753,093+77,364+146%$7.9M$17.2M+$9.3M2026-11-09
Embree Financial Group
DECREASED129,711130,678-967-1%$19.4M$17.1M-$2.3M2026-10-22
Truist Financial Corp
INCREASED81,55073,185+8,365+11%$10.8M$10.7M-$107.4K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED76,63566,433+10,202+15%$9.8M$10.1M+$246.0K2026-11-02
VestGen Advisors, LLC
INCREASED74,63030,456+44,174+145%$4.5M$9.8M+$5.3M2026-10-27
Quantum Private Wealth, LLC
DECREASED72,15273,382-1,230-2%$10.9M$9.5M-$1.4M2026-10-20
Colonial River Investments, LLC
INCREASED63,71650,978+12,738+25%$7.6M$8.4M+$834.8K2026-10-19
BOS Asset Management, LLC
INCREASED61,76456,799+4,965+9%$8.4M$8.1M-$284.3K2026-10-09
Concurrent Investment Advisors, LLC
DECREASED51,85464,294-12,440-19%$9.5M$6.8M-$2.7M2026-10-16
StoneCrest Wealth Management, Inc.
DECREASED48,69648,751-550%$7.2M$6.4M-$812.1K2026-11-03
Thrivent Financial for Lutherans
NEW40,109—+40,109——$5.3M—2026-11-05
Commonwealth Equity Services, LLC
INCREASED31,57120,939+10,632+51%$3.1M$4.2M+$1.1M2026-11-02
IFG Advisory, LLC
INCREASED28,05227,747+305+1%$4.1M$3.7M-$417.9K2026-11-09
Cornerstone Wealth Management, LLC
DECREASED23,61324,413-800-3%$3.6M$3.1M-$508.3K2026-11-04
Great Valley Advisor Group, Inc.
INCREASED22,86018,223+4,637+25%$2.7M$3.0M+$309.3K2026-11-09
USAdvisors Wealth Management, LLC
INCREASED21,31520,190+1,125+6%$3.0M$2.8M-$185.0K2026-10-21
Wedbush Securities Inc
INCREASED19,41018,981+429+2%$2.8M$2.6M-$256.0K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED19,37918,478+901+5%$2.7M$2.6M-$186.5K2026-10-26
Wavvest Wealth LLC
NEW19,223—+19,223——$2.5M—2026-10-21
Huntleigh Advisors, Inc.
INCREASED18,08317,737+346+2%$2.6M$2.4M-$247.3K2026-11-03
SFG Wealth Management, Llc.
DECREASED17,04417,340-296-2%$2.6M$2.2M-$325.2K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED14,11212,687+1,425+11%$1.8M$1.9M+$110.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED13,1164,473+8,643+193%$662.5K$1.7M+$1.1M2026-11-02
Worth Financial Advisory Group, LLC
INCREASED9,4809,438+42+0%$1.4M$1.2M-$150.3K2026-10-19
D.A. Davidson & Co.
DECREASED8,2749,513-1,239-13%$1.4M$1.1M-$320.1K2026-10-28
Geneos Wealth Management Inc.
INCREASED6,8004,000+2,800+70%$592.5K$894.9K+$302.5K2026-11-09
Vise Technologies, Inc.
DECREASED6,7468,938-2,192-25%$1.3M$887.8K-$436.1K2026-10-29
Market Street Wealth Management Advisors LLC
NEW6,189—+6,189——$814.5K—2026-10-09
Boyer Financial Services, Inc.
INCREASED5,2965,211+85+2%$716.7K$697.0K-$19.8K2026-10-23
Visionary Wealth Advisors
INCREASED4,6531,603+3,050+190%$237.4K$612.4K+$375.0K2026-11-04
Laraway Financial Advisors Inc
INCREASED3,8233,063+760+25%$453.7K$503.2K+$49.4K2026-11-09
Wagner Wealth Management, LLC
UNCHANGED3,2093,20900%$475.3K$422.3K-$53.0K2026-10-21
Private Trust Co NA
INCREASED3,1772,028+1,149+57%$300.4K$418.1K+$117.7K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED3,1252,594+531+20%$384.2K$411.3K+$27.1K2026-11-06
Avaii Wealth Management, LLC
NEW3,017—+3,017——$406.5K—2026-10-09
PFG Advisors
INCREASED2,9962,798+198+7%$414.4K$394.3K-$20.1K2026-10-16
Main Street Group, LTD
INCREASED2,9202,154+766+36%$319.1K$384.3K+$65.3K2026-10-28
Creative Planning
NEW2,658—+2,658——$349.8K—2026-11-02
Walleye Partners, LLC
DECREASED2,2932,367-74-3%$350.7K$301.7K-$48.9K2026-10-13
Trademark Financial Management, LLC
DECREASED2,27610,589-8,313-79%$1.6M$299.5K-$1.3M2026-10-23
Cap Partners, LLC
NEW2,255—+2,255——$296.8K—2026-10-19
Clear Creek Financial Management, LLC
NEW2,080—+2,080——$273.7K—2026-10-28
Mascagni Wealth Management, Inc.
UNCHANGED1,8811,88100%$278.6K$247.6K-$31.1K2026-10-23
Symphony Financial Services, Inc.
NEW1,783—+1,783——$234.7K—2026-11-09
Golden State Wealth Management, LLC
INCREASED1,6661,566+100+6%$232.0K$219.3K-$12.7K2026-11-02
Barclays PLC
UNCHANGED1,2301,23000%$182.2K$161.9K-$20.3K2026-11-06
StrongBox Wealth, LLC
INCREASED965865+100+12%$128.1K$127.0K-$1.1K2026-11-02
Triumph Capital Management
INCREASED738674+64+10%$99.8K$97.2K-$2.7K2026-10-14
Blue Trust, Inc.
NEW734—+734——$96.6K—2026-10-15
Harbour Investments, Inc.
DECREASED514522-8-2%$77.3K$67.7K-$9.6K2026-11-09
Fifth Third Bancorp
INCREASED444233+211+91%$34.5K$58.4K+$23.9K2026-11-05
Security National Bank
UNCHANGED41141100%$60.9K$54.1K-$6.8K2026-10-26
Farther Finance Advisors, LLC
INCREASED24531+214+690%$4.6K$32.2K+$27.7K2026-10-08
Signature Equity Partners, LLC
DECREASED15522,901-22,746-99%$3.4M$20.4K-$3.4M2026-10-29
Bokf, NA
DECREASED142750-608-81%$111.1K$18.7K-$92.4K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED868600%$12.7K$11.3K-$1.4K2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED595900%$8.7K$7.8K-$9752026-10-23
US Bancorp \de\
NEW30—+30——$3.9K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED252500%$3.7K$3.3K-$4132026-10-27
Parallel Advisors, LLC
UNCHANGED151500%$2.2K$2.0K-$2482026-11-03
Key FInancial Inc
UNCHANGED8800%$1.2K$1.1K-$1322026-11-02
Russell Investments Group, Ltd.
DECREASED23-1-33%$444$263-$1812026-11-06
KPP Advisory Services LLC
CLOSED082,091-82,091-100%$12.2M$0-$12.2M2026-10-26
Wespac Advisors, LLC
CLOSED06,173-6,173-100%$914.3K$0-$914.3K2026-10-26
Lido Advisors, LLC
CLOSED01,540-1,540-100%$228.1K$0-$228.1K2026-11-04
Cornerstone Planning Group LLC
CLOSED01,324-1,324-100%$174.1K$0-$174.1K2026-10-16
Assetmark, Inc
CLOSED026-26-100%$3.9K$0-$3.9K2026-10-21
Abound Wealth Management
CLOSED05-5-100%$741$0-$7412026-10-26
Alliancebernstein L.P.
N/A—12,254,845-12,254,845-100%$1.3B———
Bank of America Corp
N/A—597,024-597,024-100%$88.4M———
Betterment LLC
N/A—580,084-580,084-100%$85.9M———
Integrated Wealth Concepts LLC
N/A—473,735-473,735-100%$70.2M———
Bleakley Financial Group, LLC
N/A—255,585-255,585-100%$37.9M———
Ameriprise Financial Inc
N/A—233,743-233,743-100%$34.7M———
Northwestern Mutual Wealth Management Co
N/A—180,785-180,785-100%$26.8M———
UBS Group AG
N/A—163,561-163,561-100%$24.2M———
Envestnet Asset Management Inc
N/A—157,322-157,322-100%$23.3M———
Raymond James Financial Inc
N/A—156,601-156,601-100%$23.2M———
Glenmede Trust Co NA
N/A—155,481-155,481-100%$23.0M———
Tulsa Wealth Advisors, Inc
N/A—144,424-144,424-100%$21.4M———
Jane Street Group, LLC
N/A—128,750-128,750-100%$19.1M———
Private Advisor Group, LLC
N/A—123,354-123,354-100%$18.3M———
Intrepid Financial Planning Group LLC
N/A—109,732-109,732-100%$16.3M———
Osaic Holdings, Inc.
N/A—82,014-82,014-100%$12.1M———
PMG Wealth Management, Inc.
N/A—64,371-64,371-100%$9.5M———
Eldridge Investment Advisors, Inc.
N/A—63,621-63,621-100%$9.4M———
MML Investors Services, LLC
N/A—59,566-59,566-100%$8.8M———
Rockefeller Capital Management L.P.
N/A—37,759-37,759-100%$5.6M———
Advisory Services Network, LLC
N/A—28,418-28,418-100%$4.2M———
Sanctuary Advisors, LLC
N/A—26,688-26,688-100%$4.0M———
Global Retirement Partners, LLC
N/A—22,956-22,956-100%$3.4M———
Susquehanna International Group, LLP
N/A—19,713-19,713-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—19,187-19,187-100%$2.8M———
Anderson Financial Strategies, LLC
N/A—18,685-18,685-100%$2.4M———
Cozad Asset Management Inc
N/A—14,089-14,089-100%$2.1M———
Silvercrest Asset Management Group LLC
N/A—13,172-13,172-100%$2.0M———
D. E. Shaw & Co., Inc.
N/A—11,989-11,989-100%$1.8M———
IHT Wealth Management, LLC
N/A—8,305-8,305-100%$1.2M———
Quantinno Capital Management LP
N/A—7,159-7,159-100%$1.1M———
&partners
N/A—6,746-6,746-100%$999.2K———
HighTower Advisors, LLC
N/A—6,654-6,654-100%$985.6K———
Steward Partners Investment Advisory, LLC
N/A—6,571-6,571-100%$973.3K———
MAI Capital Management
N/A—6,183-6,183-100%$915.8K———
Sound View Wealth Advisors Group, LLC
N/A—5,646-5,646-100%$836.3K———
Gotham Asset Management, LLC
N/A—5,068-5,068-100%$750.7K———
Wells Fargo & Company
N/A—4,671-4,671-100%$691.9K———
Morgan Stanley
N/A—4,424-4,424-100%$655.3K———
Stifel Financial Corp
N/A—4,345-4,345-100%$643.6K———
PW Advisors, LLC \ FL
N/A—3,984-3,984-100%$590.1K———
Equitable Holdings, Inc.
N/A—3,850-3,850-100%$570.3K———
Legacy Wealth Advisors, LLC
N/A—2,988-2,988-100%$442.6K———
Janney Montgomery Scott LLC
N/A—2,934-2,934-100%$435.0K———
NewEdge Advisors, LLC
N/A—2,589-2,589-100%$383.5K———
Snowden Capital Advisors LLC
N/A—2,294-2,294-100%$339.8K———
World Investment Advisors
N/A—2,235-2,235-100%$242.6K———
J. Mark Nickell & Co.
N/A—2,063-2,063-100%$305.6K———
Royal Bank of Canada
N/A—2,046-2,046-100%$303.0K———
Stratos Wealth Partners, Ltd.
N/A—1,895-1,895-100%$280.7K———
Vertex Planning Partners, LLC
N/A—1,834-1,834-100%$271.7K———
Baird Financial Group, Inc.
N/A—1,756-1,756-100%$260.1K———
Centaurus Financial, Inc.
N/A—1,560-1,560-100%$231.0K———
Arax Advisory Partners
N/A—653-653-100%$96.7K———
BlackRock, Inc.
N/A—480-480-100%$71.0K———
Brown Brothers Harriman & Co
N/A—395-395-100%$58.5K———
Copia Wealth Management
N/A—140-140-100%$20.7K———
Continuum Advisory, LLC
N/A—86-86-100%$12.7K———
JPL Wealth Management, LLC
N/A—22-22-100%$3.3K———
JPMorgan Chase & Co
N/A—6-6-100%$866———
Showing 130 of 130 institutions