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Alps Oshares US Quality Divi (OUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares504,642 from 524,948
Change-20,306 (-4%)
Value$30.0M (-$604.1K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares273,077 from 274,456
Change-1,379 (0%)
Value$16.2M (+$233.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares256,475 from 248,996
Change+7,479 (+3%)
Value$15.3M (+$731.2K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares55,285 from 113,309
Change-58,024 (-51%)
Value$3.3M (-$3.3M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares31,386 from 31,366
Change+20 (+0%)
Value$1.9M (+$37.3K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares28,647 from 28,797
Change-150 (-1%)
Value$1.7M (+$24.2K)
Filed 2026-10-30
Apollon Financial, LLC
DECREASED
Shares28,465 from 28,640
Change-175 (-1%)
Value$1.7M (+$22.5K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares26,274 from 26,285
Change-11 (0%)
Value$1.6M (+$29.6K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares25,893 from 26,332
Change-439 (-2%)
Value$1.5M (+$4.2K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,090 from 19,340
Change+750 (+4%)
Value$1.2M (+$68.4K)
Filed 2026-10-13
Schear Investment Advisers, LLC
NEW
Shares18,401
Change+18,401
Value$1.1M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares18,401 from 18,682
Change-281 (-1%)
Value$1.1M (+$4.7K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares15,403 from 15,855
Change-452 (-3%)
Value$916.2K (-$8.7K)
Filed 2026-11-02
BXM Wealth LLC
DECREASED
Shares15,380 from 19,400
Change-4,020 (-21%)
Value$914.8K (-$216.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares14,894
Change+14,894
Value$886.2K
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares14,580 from 15,586
Change-1,006 (-6%)
Value$867.0K (-$42.0K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares12,933 from 9,539
Change+3,394 (+36%)
Value$769.3K (+$212.8K)
Filed 2026-11-04
Park Edge Advisors, LLC
DECREASED
Shares12,644 from 12,724
Change-80 (-1%)
Value$752.0K (+$9.8K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares10,531 from 9,306
Change+1,225 (+13%)
Value$626.4K (+$83.6K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares9,725 from 40,932
Change-31,207 (-76%)
Value$578.4K (-$1.8M)
Filed 2026-10-14
Wedbush Securities Inc
UNCHANGED
Shares9,062 from 9,062
Change0 (0%)
Value$539.0K (+$10.0K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares9,029 from 8,362
Change+667 (+8%)
Value$537.0K (+$49.3K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares8,673 from 9,227
Change-554 (-6%)
Value$515.9K (-$22.3K)
Filed 2026-10-23
Grandview Asset Management LLC
DECREASED
Shares8,484 from 9,197
Change-713 (-8%)
Value$504.6K (-$20.7K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares7,978 from 7,951
Change+27 (+0%)
Value$474.5K (+$10.8K)
Filed 2026-10-14
RFG Advisory, LLC
NEW
Shares7,800
Change+7,800
Value$463.9K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares7,286 from 7,273
Change+13 (+0%)
Value$433.4K (+$9.2K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares6,766 from 7,183
Change-417 (-6%)
Value$402.5K (-$16.5K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares6,721 from 6,699
Change+22 (+0%)
Value$399.8K (+$9.0K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
DECREASED
Shares6,621 from 6,662
Change-41 (-1%)
Value$393.8K (+$5.2K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
DECREASED
Shares6,508 from 7,236
Change-728 (-10%)
Value$387.1K (-$35.0K)
Filed 2026-10-14
Vise Technologies, Inc.
UNCHANGED
Shares6,232 from 6,232
Change0 (0%)
Value$370.7K (+$7.2K)
Filed 2026-10-29
Diligent Investors, LLC
INCREASED
Shares5,786 from 5,780
Change+6 (+0%)
Value$344.1K (+$7.0K)
Filed 2026-10-21
Highland Capital Management, LLC
INCREASED
Shares5,031 from 4,780
Change+251 (+5%)
Value$299.2K (+$20.4K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
NEW
Shares4,954
Change+4,954
Value$294.7K
Filed 2026-10-23
Blue Water Asset Management
DECREASED
Shares4,848 from 5,183
Change-335 (-6%)
Value$288.4K (-$14.0K)
Filed 2026-11-04
Next Level Private LLC
UNCHANGED
Shares4,641 from 4,641
Change0 (0%)
Value$276.0K (+$5.3K)
Filed 2026-10-20
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$269.4K (+$5.2K)
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares4,035 from 4,035
Change0 (0%)
Value$240.0K (+$4.6K)
Filed 2026-11-04
Sovran Advisors, LLC
UNCHANGED
Shares3,621 from 3,621
Change0 (0%)
Value$228.0K (+$5.7K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares2,992 from 2,988
Change+4 (+0%)
Value$178.0K (+$3.7K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$93.3K (+$1.8K)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$77.4K (+$1.5K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$73.9K (+$1.4K)
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares1,064
Change+1,064
Value$63.3K
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$60.8K (+$1.2K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares846 from 844
Change+2 (+0%)
Value$50.3K (+$1.1K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares671 from 669
Change+2 (+0%)
Value$39.9K (+$876)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.7K (+$337)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$25.2K (+$488)
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares410
Change+410
Value$24.4K
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$24.0K (+$463)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares370 from 368
Change+2 (+1%)
Value$22.0K (+$499)
Filed 2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$18.9K (+$366)
Filed 2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$15.6K (+$302)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$11.6K (+$144)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$8.8K (+$170)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$7.3K (+$141)
Filed 2026-11-02
Kingdom Financial Group Llc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$7.0K (+$134)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares90 from 140
Change-50 (-36%)
Value$5.4K (-$2.8K)
Filed 2026-10-08
Mather Group, Llc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.2K (+$81)
Filed 2026-10-14
Allworth Financial LP
NEW
Shares67
Change+67
Value$3.9K
Filed 2026-11-06
Gamma Investing LLC
NEW
Shares61
Change+61
Value$3.6K
Filed 2026-10-08
Farther Finance Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.1K (+$60)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares51
Change+51
Value$3.0K
Filed 2026-10-09
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$222
Filed 2026-10-15
USA Financial Formulas
NEW
Shares3
Change+3
Value$178
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$119 (+$2)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 4,454
Change-4,454 (-100%)
Value$0 (-$260.0K)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 4,063
Change-4,063 (-100%)
Value$0 (-$238.2K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$72.9K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$22.4K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 1,542,936
Change-1,542,936 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 371,645
Change-371,645 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 300,573
Change-300,573 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 262,882
Change-262,882 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 183,550
Change-183,550 (-100%)
Value—
UBS Group AG
N/A
Shares— from 174,736
Change-174,736 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 146,302
Change-146,302 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 123,599
Change-123,599 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 100,854
Change-100,854 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 96,857
Change-96,857 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 76,256
Change-76,256 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,036
Change-76,036 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 66,413
Change-66,413 (-100%)
Value—
&partners
N/A
Shares— from 64,018
Change-64,018 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,672
Change-60,672 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 59,201
Change-59,201 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,914
Change-54,914 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 53,603
Change-53,603 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 42,846
Change-42,846 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 35,161
Change-35,161 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 34,639
Change-34,639 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,530
Change-28,530 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,688
Change-27,688 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,043
Change-23,043 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,087
Change-22,087 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,217
Change-18,217 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,534
Change-17,534 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,770
Change-15,770 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Blair William & Co
N/A
Shares— from 476
Change-476 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 301
Change-301 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 197
Change-197 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 91
Change-91 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Status
LPL Financial LLC
DECREASED504,642524,948-20,306-4%$30.6M$30.0M-$604.1K2026-11-06
MGO One Seven LLC
DECREASED273,077274,456-1,3790%$16.0M$16.2M+$233.6K2026-10-28
Kestra Advisory Services, LLC
INCREASED256,475248,996+7,479+3%$14.5M$15.3M+$731.2K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED55,285113,309-58,024-51%$6.6M$3.3M-$3.3M2026-11-06
Davenport & Co LLC
INCREASED31,38631,366+20+0%$1.8M$1.9M+$37.3K2026-10-14
Caldwell Trust Co
DECREASED28,64728,797-150-1%$1.7M$1.7M+$24.2K2026-10-30
Apollon Financial, LLC
DECREASED28,46528,640-175-1%$1.7M$1.7M+$22.5K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED26,27426,285-110%$1.5M$1.6M+$29.6K2026-10-22
Flagship Harbor Advisors, LLC
DECREASED25,89326,332-439-2%$1.5M$1.5M+$4.2K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED20,09019,340+750+4%$1.2M$1.2M+$68.4K2026-10-13
Schear Investment Advisers, LLC
NEW18,401—+18,401——$1.1M—2026-10-14
Tempo Wealth, LLC
DECREASED18,40118,682-281-1%$1.1M$1.1M+$4.7K2026-10-14
Commonwealth Equity Services, LLC
DECREASED15,40315,855-452-3%$924.8K$916.2K-$8.7K2026-11-02
BXM Wealth LLC
DECREASED15,38019,400-4,020-21%$1.1M$914.8K-$216.8K2026-11-03
Ascentis Independent Advisors
NEW14,894—+14,894——$886.2K—2026-11-03
Capital Advisors, Ltd. LLC
DECREASED14,58015,586-1,006-6%$909.0K$867.0K-$42.0K2026-10-27
Citigroup Inc
INCREASED12,9339,539+3,394+36%$556.4K$769.3K+$212.8K2026-11-04
Park Edge Advisors, LLC
DECREASED12,64412,724-80-1%$742.2K$752.0K+$9.8K2026-10-28
Truist Financial Corp
INCREASED10,5319,306+1,225+13%$542.8K$626.4K+$83.6K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9,72540,932-31,207-76%$2.4M$578.4K-$1.8M2026-10-14
Wedbush Securities Inc
UNCHANGED9,0629,06200%$529.0K$539.0K+$10.0K2026-10-22
Oppenheimer & Co Inc
INCREASED9,0298,362+667+8%$487.8K$537.0K+$49.3K2026-10-26
Sigma Planning Corp
DECREASED8,6739,227-554-6%$538.2K$515.9K-$22.3K2026-10-23
Grandview Asset Management LLC
DECREASED8,4849,197-713-8%$525.3K$504.6K-$20.7K2026-10-19
Focus Financial Network, Inc.
INCREASED7,9787,951+27+0%$463.8K$474.5K+$10.8K2026-10-14
RFG Advisory, LLC
NEW7,800—+7,800——$463.9K—2026-11-03
J.W. Cole Advisors, Inc.
INCREASED7,2867,273+13+0%$424.2K$433.4K+$9.2K2026-11-05
Creative Planning
DECREASED6,7667,183-417-6%$419.0K$402.5K-$16.5K2026-11-02
Beacon Financial Advisory LLC
INCREASED6,7216,699+22+0%$390.8K$399.8K+$9.0K2026-10-16
Burns Matteson Capital Management, LLC
DECREASED6,6216,662-41-1%$388.6K$393.8K+$5.2K2026-10-16
Elmwood Wealth Management, Inc.
DECREASED6,5087,236-728-10%$422.1K$387.1K-$35.0K2026-10-14
Vise Technologies, Inc.
UNCHANGED6,2326,23200%$363.5K$370.7K+$7.2K2026-10-29
Diligent Investors, LLC
INCREASED5,7865,780+6+0%$337.2K$344.1K+$7.0K2026-10-21
Highland Capital Management, LLC
INCREASED5,0314,780+251+5%$278.8K$299.2K+$20.4K2026-10-26
Kingswood Wealth Advisors, LLC
NEW4,954—+4,954——$294.7K—2026-10-23
Blue Water Asset Management
DECREASED4,8485,183-335-6%$302.3K$288.4K-$14.0K2026-11-04
Next Level Private LLC
UNCHANGED4,6414,64100%$270.7K$276.0K+$5.3K2026-10-20
Capstone Wealth Management Group, Inc.
UNCHANGED4,5304,53000%$264.2K$269.4K+$5.2K2026-10-19
Nemes Rush Group LLC
UNCHANGED4,0354,03500%$235.4K$240.0K+$4.6K2026-11-04
Sovran Advisors, LLC
UNCHANGED3,6213,62100%$222.3K$228.0K+$5.7K2026-11-02
Fifth Third Bancorp
INCREASED2,9922,988+4+0%$174.3K$178.0K+$3.7K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED1,5691,56900%$91.5K$93.3K+$1.8K2026-10-23
High Note Wealth, LLC
UNCHANGED1,3021,30200%$75.9K$77.4K+$1.5K2026-10-27
Private Trust Co NA
UNCHANGED1,2431,24300%$72.5K$73.9K+$1.4K2026-10-20
Rossby Financial, LCC
NEW1,064—+1,064——$63.3K—2026-11-05
US Bancorp \de\
UNCHANGED1,0221,02200%$59.6K$60.8K+$1.2K2026-11-05
Triumph Capital Management
INCREASED846844+2+0%$49.2K$50.3K+$1.1K2026-10-14
Lanark Financial, Inc.
INCREASED671669+2+0%$39.0K$39.9K+$8762026-10-26
TD Waterhouse Canada Inc.
UNCHANGED50050000%$29.4K$29.7K+$3372026-10-16
Princeton Global Asset Management LLC
UNCHANGED42442400%$24.7K$25.2K+$4882026-10-21
IFP Advisors, Inc
NEW410—+410——$24.4K—2026-10-16
Assetmark, Inc
UNCHANGED40340300%$23.5K$24.0K+$4632026-10-21
Signature Equity Partners, LLC
INCREASED370368+2+1%$21.5K$22.0K+$4992026-10-29
Rosenberg Matthew Hamilton
UNCHANGED31831800%$18.5K$18.9K+$3662026-10-05
Buck Wealth Strategies, LLC
UNCHANGED26326300%$15.3K$15.6K+$3022026-10-28
Dorato Capital Management
UNCHANGED19219200%$11.4K$11.6K+$1442026-10-08
Archer Investment Corp
UNCHANGED14814800%$8.6K$8.8K+$1702026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED12312300%$7.2K$7.3K+$1412026-11-02
Kingdom Financial Group Llc.
UNCHANGED11711700%$6.8K$7.0K+$1342026-11-04
CoreCap Advisors, LLC
DECREASED90140-50-36%$8.2K$5.4K-$2.8K2026-10-08
Mather Group, Llc.
UNCHANGED707000%$4.1K$4.2K+$812026-10-14
Allworth Financial LP
NEW67—+67——$3.9K—2026-11-06
Gamma Investing LLC
NEW61—+61——$3.6K—2026-10-08
Farther Finance Advisors, LLC
UNCHANGED525200%$3.0K$3.1K+$602026-10-08
GK Wealth Management LLC
NEW51—+51——$3.0K—2026-10-09
Blue Trust, Inc.
NEW4—+4——$222—2026-10-15
USA Financial Formulas
NEW3—+3——$178—2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED2200%$117$119+$22026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED04,454-4,454-100%$260.0K$0-$260.0K2026-11-02
StoneX Group Inc.
CLOSED04,063-4,063-100%$238.2K$0-$238.2K2026-11-03
Salem Investment Counselors Inc
CLOSED01,250-1,250-100%$72.9K$0-$72.9K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0384-384-100%$22.4K$0-$22.4K2026-11-06
Morgan Stanley
N/A—1,542,936-1,542,936-100%$90.0M———
Bank of America Corp
N/A—371,645-371,645-100%$21.7M———
Royal Bank of Canada
N/A—300,573-300,573-100%$17.5M———
Wells Fargo & Company
N/A—262,882-262,882-100%$15.3M———
Raymond James Financial Inc
N/A—183,550-183,550-100%$10.7M———
UBS Group AG
N/A—174,736-174,736-100%$10.2M———
Rockefeller Capital Management L.P.
N/A—146,302-146,302-100%$8.5M———
Goldman Sachs Group Inc
N/A—123,599-123,599-100%$7.2M———
Equitable Holdings, Inc.
N/A—100,854-100,854-100%$5.9M———
Ameritas Advisory Services, LLC
N/A—96,857-96,857-100%$5.6M———
Private Advisor Group, LLC
N/A—76,256-76,256-100%$4.4M———
Sanctuary Advisors, LLC
N/A—76,036-76,036-100%$4.4M———
Envestnet Asset Management Inc
N/A—66,413-66,413-100%$3.9M———
&partners
N/A—64,018-64,018-100%$3.7M———
Osaic Holdings, Inc.
N/A—60,672-60,672-100%$3.5M———
NewEdge Advisors, LLC
N/A—59,201-59,201-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—54,914-54,914-100%$3.2M———
MML Investors Services, LLC
N/A—53,603-53,603-100%$3.1M———
Stifel Financial Corp
N/A—42,846-42,846-100%$2.5M———
Ameriprise Financial Inc
N/A—35,161-35,161-100%$2.1M———
Avant Capital LLC
N/A—34,639-34,639-100%$2.0M———
Janney Montgomery Scott LLC
N/A—28,530-28,530-100%$1.7M———
Jones Financial Companies Lllp
N/A—27,688-27,688-100%$1.6M———
Susquehanna International Group, LLP
N/A—23,043-23,043-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—22,087-22,087-100%$1.3M———
Cetera Investment Advisers
N/A—20,938-20,938-100%$1.2M———
HRT Financial LP
N/A—18,217-18,217-100%$1.1M———
Citadel Advisors LLC
N/A—17,534-17,534-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—15,770-15,770-100%$919.9K———
JPMorgan Chase & Co
N/A—9,718-9,718-100%$565.5K———
USA Financial Formulas
N/A—9,500-9,500-100%$554.1K———
Kingsview Wealth Management, LLC
N/A—9,424-9,424-100%$549.7K———
Beacon Pointe Advisors, LLC
N/A—8,864-8,864-100%$517.0K———
HighTower Advisors, LLC
N/A—8,735-8,735-100%$509.5K———
Kerr Financial Planning Corp
N/A—8,420-8,420-100%$491.1K———
Intrepid Financial Planning Group LLC
N/A—8,314-8,314-100%$485.0K———
UBS Asset Management Americas LLC
N/A—8,100-8,100-100%$472.5K———
Madison Wealth Partners, Inc
N/A—7,972-7,972-100%$465.0K———
Integrated Wealth Concepts LLC
N/A—7,294-7,294-100%$425.5K———
XTX Topco Ltd
N/A—6,703-6,703-100%$391.0K———
FMR LLC
N/A—6,626-6,626-100%$386.5K———
Mercer Global Advisors Inc
N/A—6,576-6,576-100%$383.6K———
Pine Valley Investments Ltd Liability Co
N/A—6,287-6,287-100%$366.7K———
Flow Traders U.S. LLC
N/A—6,113-6,113-100%$357.0K———
Northwestern Mutual Wealth Management Co
N/A—5,940-5,940-100%$346.5K———
Symphony Financial Services, Inc.
N/A—5,537-5,537-100%$323.0K———
MTM Financial Group, LLC
N/A—5,483-5,483-100%$319.8K———
Mutual Advisors, LLC
N/A—4,796-4,796-100%$279.7K———
Harbour Investments, Inc.
N/A—4,275-4,275-100%$249.4K———
Hobbs Group Advisors, LLC
N/A—4,170-4,170-100%$243.2K———
Tower Research Capital LLC (TRC)
N/A—4,053-4,053-100%$236.4K———
Medallion Wealth Advisors, LLC
N/A—3,415-3,415-100%$199.2K———
AE Wealth Management LLC
N/A—2,769-2,769-100%$161.5K———
Miller Capital Partners, Inc.
N/A—2,298-2,298-100%$134.0K———
Brown Brothers Harriman & Co
N/A—2,173-2,173-100%$126.8K———
Providence Capital Advisors, LLC
N/A—2,101-2,101-100%$122.5K———
Allied Private Wealth LLC
N/A—2,017-2,017-100%$120.0K———
Smartleaf Asset Management LLC
N/A—1,584-1,584-100%$92.2K———
Fourth Dimension Wealth, LLC
N/A—1,150-1,150-100%$67.1K———
Whittier Trust Co of Nevada Inc
N/A—1,000-1,000-100%$60.0K———
TD Capital Management LLC
N/A—662-662-100%$38.6K———
Sankala Group LLC
N/A—659-659-100%$40.8K———
Blair William & Co
N/A—476-476-100%$27.8K———
BlackRock, Inc.
N/A—416-416-100%$24.3K———
Glen Eagle Advisors, LLC
N/A—327-327-100%$19.1K———
Arax Advisory Partners
N/A—301-301-100%$17.6K———
SHP Wealth Management
N/A—197-197-100%$11.5K———
Bank of Montreal
N/A—91-91-100%$5.3K———
Aptus Capital Advisors, LLC
N/A—49-49-100%$2.9K———
Showing 141 of 141 institutions