Alps Sector Dividend Dogs (SDOG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares315,525 from 301,972

Change+13,553 (+4%)

Value$21.5M (+$921.4K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares182,609 from 189,116

Change-6,507 (-3%)

Value$12.5M (-$445.7K)

Filed 2026-11-02

Del-Sette Capital Management, LLC

INCREASED

Shares116,292 from 108,553

Change+7,739 (+7%)

Value$7.9M (+$526.7K)

Filed 2026-10-23

Capital Investment Counsel, LLC

DECREASED

Shares93,907 from 94,096

Change-189 (0%)

Value$6.4M (-$13.8K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

INCREASED

Shares73,817 from 72,999

Change+818 (+1%)

Value$5.0M (+$55.1K)

Filed 2026-10-13

IFP Advisors, Inc

DECREASED

Shares59,085 from 61,107

Change-2,022 (-3%)

Value$4.0M (-$138.5K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares57,593 from 13,435

Change+44,158 (+329%)

Value$4.0M (+$3.1M)

Filed 2026-10-13

Meridian Wealth Management, LLC

INCREASED

Shares46,567 from 46,505

Change+62 (+0%)

Value$3.2M (+$3.8K)

Filed 2026-11-05

Joseph P. Lucia & Associates, LLC

DECREASED

Shares36,829 from 37,026

Change-197 (-1%)

Value$2.5M (-$13.8K)

Filed 2026-10-30

Money Concepts Capital Corp

INCREASED

Shares35,376 from 35,174

Change+202 (+1%)

Value$2.4M (+$13.4K)

Filed 2026-11-06

TMB Capital Partners, LLC

DECREASED

Shares32,521 from 33,031

Change-510 (-2%)

Value$2.2M (-$35.1K)

Filed 2026-10-20

Kestra Advisory Services, LLC

INCREASED

Shares31,412 from 30,644

Change+768 (+3%)

Value$2.1M (+$52.0K)

Filed 2026-11-02

Sage Capital Management, LLC

INCREASED

Shares28,530 from 28,381

Change+149 (+1%)

Value$1.9M (+$9.7K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares25,604 from 26,937

Change-1,333 (-5%)

Value$1.7M (-$92.0K)

Filed 2026-11-02

Cypress Wealth Services, LLC

INCREASED

Shares18,965 from 18,849

Change+116 (+1%)

Value$1.3M (+$21.3K)

Filed 2026-10-21

Apollon Wealth Management, LLC

DECREASED

Shares17,910 from 18,449

Change-539 (-3%)

Value$1.2M (-$36.9K)

Filed 2026-10-23

HighTower Advisors, LLC

INCREASED

Shares17,031 from 16,189

Change+842 (+5%)

Value$1.2M (+$57.3K)

Filed 2026-11-10

Summit Financial Wealth Advisors, LLC

INCREASED

Shares15,640 from 15,225

Change+415 (+3%)

Value$1.1M (+$28.2K)

Filed 2026-10-15

Concurrent Investment Advisors, LLC

DECREASED

Shares14,456 from 14,860

Change-404 (-3%)

Value$986.0K (-$27.7K)

Filed 2026-10-16

BKM Wealth Management, LLC

INCREASED

Shares12,466 from 11,455

Change+1,011 (+9%)

Value$850.3K (+$68.8K)

Filed 2026-10-22

Harbour Investments, Inc.

DECREASED

Shares10,868 from 10,938

Change-70 (-1%)

Value$741.3K (-$4.8K)

Filed 2026-11-09

Capstone Wealth Management Group, Inc.

INCREASED

Shares9,885 from 9,825

Change+60 (+1%)

Value$674.3K (+$4.0K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares9,705 from 9,716

Change-11 (0%)

Value$662.0K (-$845)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares9,147 from 8,282

Change+865 (+10%)

Value$623.9K (+$58.9K)

Filed 2026-10-28

Fifth Third Bancorp

INCREASED

Shares8,456 from 8,332

Change+124 (+1%)

Value$576.8K (+$8.4K)

Filed 2026-11-05

Wealthcare Capital Partners, LLC

UNCHANGED

Shares8,272 from 8,272

Change0 (0%)

Value$564.2K (-$83)

Filed 2026-10-21

Thrivent Financial for Lutherans

INCREASED

Shares8,158 from 8,152

Change+6 (+0%)

Value$556.0K ($0)

Filed 2026-11-05

Sweeney & Michel, LLC

INCREASED

Shares8,155 from 8,089

Change+66 (+1%)

Value$556.2K (-$28.3K)

Filed 2026-10-16

J.W. Cole Advisors, Inc.

DECREASED

Shares8,071 from 8,302

Change-231 (-3%)

Value$550.5K (-$15.8K)

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares7,572 from 7,378

Change+194 (+3%)

Value$516.5K (+$13.2K)

Filed 2026-10-30

Nations Financial Group Inc,

INCREASED

Shares7,277 from 7,262

Change+15 (+0%)

Value$496.4K (+$942)

Filed 2026-11-05

Cathy Pareto & Associates, Inc

INCREASED

Shares7,276 from 7,214

Change+62 (+1%)

Value$496.3K (+$4.1K)

Filed 2026-10-15

Kestra Private Wealth Services, LLC

INCREASED

Shares7,114 from 7,090

Change+24 (+0%)

Value$485.3K (+$1.6K)

Filed 2026-11-06

Pinnacle Bancorp, Inc.

UNCHANGED

Shares6,700 from 6,700

Change0 (0%)

Value$457.0K (-$67)

Filed 2026-10-21

Diversified Trust Co

NEW

Shares6,300

Change+6,300

Value$429.7K

Filed 2026-11-06

Allworth Financial LP

UNCHANGED

Shares5,601 from 5,601

Change0 (0%)

Value$382.1K ($0)

Filed 2026-11-06

Diversify Wealth Management, LLC

UNCHANGED

Shares5,349 from 5,349

Change0 (0%)

Value$378.0K (-$8.3K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares5,349 from 5,349

Change0 (0%)

Value$378.0K (-$8.3K)

Filed 2026-10-20

Tcfg Investment Advisors, LLC

UNCHANGED

Shares5,333 from 5,333

Change0 (0%)

Value$363.8K (-$53)

Filed 2026-10-20

Commonwealth Financial Services, LLC

UNCHANGED

Shares5,170 from 5,170

Change0 (0%)

Value$352.6K (-$51)

Filed 2026-10-20

Wealthcare Advisory Partners LLC

DECREASED

Shares5,015 from 5,308

Change-293 (-6%)

Value$342.1K (-$20.0K)

Filed 2026-10-21

Convergence Financial, LLC

NEW

Shares4,967

Change+4,967

Value$338.8K

Filed 2026-10-27

Oppenheimer & Co Inc

INCREASED

Shares4,708 from 4,691

Change+17 (+0%)

Value$321.1K (+$1.1K)

Filed 2026-10-26

Kachkovsky & Fisher, Inc.

INCREASED

Shares4,661 from 4,619

Change+42 (+1%)

Value$317.9K (+$2.8K)

Filed 2026-10-21

First Heartland Consultants, Inc.

UNCHANGED

Shares4,655 from 4,655

Change0 (0%)

Value$317.5K (-$46)

Filed 2026-10-08

Lido Advisors, LLC

DECREASED

Shares4,624 from 4,828

Change-204 (-4%)

Value$315.4K (-$14.0K)

Filed 2026-11-04

Hudock, Inc.

UNCHANGED

Shares4,285 from 4,285

Change0 (0%)

Value$292.3K (-$43)

Filed 2026-10-14

Private Trust Co NA

DECREASED

Shares4,143 from 4,165

Change-22 (-1%)

Value$282.6K (-$1.5K)

Filed 2026-10-20

MKT Advisors LLC

UNCHANGED

Shares3,925 from 3,925

Change0 (0%)

Value$272.3K (-$2.5K)

Filed 2026-10-20

Thompson Investment Management, Inc.

UNCHANGED

Shares3,829 from 3,829

Change0 (0%)

Value$261.2K (-$38)

Filed 2026-10-14

Central Valley Advisors, LLC

DECREASED

Shares3,762 from 4,062

Change-300 (-7%)

Value$256.6K (-$20.5K)

Filed 2026-10-27

Western Wealth Management, LLC

NEW

Shares3,718

Change+3,718

Value$253.6K

Filed 2026-11-09

Lyell Wealth Management, LP

UNCHANGED

Shares3,630 from 3,630

Change0 (0%)

Value$247.6K (-$37)

Filed 2026-10-30

Gill Capital Partners, LLC

DECREASED

Shares3,320 from 3,434

Change-114 (-3%)

Value$226.5K (-$7.8K)

Filed 2026-10-13

Well Done, LLC

INCREASED

Shares3,306 from 3,302

Change+4 (+0%)

Value$225.5K (+$264)

Filed 2026-10-20

Delta Capital Management LLC

UNCHANGED

Shares3,300 from 3,300

Change0 (0%)

Value$225.0K ($0)

Filed 2026-10-16

Vise Technologies, Inc.

UNCHANGED

Shares3,220 from 3,220

Change0 (0%)

Value$219.6K (-$32)

Filed 2026-10-29

Integrity Alliance, Llc.

INCREASED

Shares3,174 from 3,147

Change+27 (+1%)

Value$216.5K (+$1.8K)

Filed 2026-10-29

McAdam, LLC

NEW

Shares3,130

Change+3,130

Value$213.5K

Filed 2026-10-21

Ballast Rock Private Wealth LLC

UNCHANGED

Shares3,056 from 3,056

Change0 (0%)

Value$208.4K (-$31)

Filed 2026-10-26

Tennessee Valley Asset Management Partners

UNCHANGED

Shares2,975 from 2,975

Change0 (0%)

Value$202.9K (-$30)

Filed 2026-11-03

Geneos Wealth Management Inc.

UNCHANGED

Shares2,670 from 2,670

Change0 (0%)

Value$182.1K (-$26)

Filed 2026-11-09

Investors Research Corp

DECREASED

Shares2,164 from 2,714

Change-550 (-20%)

Value$147.6K (-$37.5K)

Filed 2026-10-07

Citigroup Inc

INCREASED

Shares2,015 from 1,962

Change+53 (+3%)

Value$137.4K (+$3.6K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares1,913 from 1,803

Change+110 (+6%)

Value$130.5K (+$7.5K)

Filed 2026-10-08

Lanark Financial, Inc.

DECREASED

Shares1,870 from 2,011

Change-141 (-7%)

Value$127.6K (-$9.7K)

Filed 2026-10-26

IFG Advisory, LLC

INCREASED

Shares1,468 from 1,466

Change+2 (+0%)

Value$100.1K (+$71)

Filed 2026-11-09

Cullen T Bankers, Inc.

UNCHANGED

Shares1,198 from 1,198

Change0 (0%)

Value$81.7K (-$12)

Filed 2026-10-28

Edgemoor Investment Advisors, Inc.

NEW

Shares1,147

Change+1,147

Value$78.2K

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares1,122 from 1,122

Change0 (0%)

Value$76.6K (+$63)

Filed 2026-10-08

Key FInancial Inc

UNCHANGED

Shares1,098 from 1,098

Change0 (0%)

Value$74.9K (-$11)

Filed 2026-11-02

Signaturefd, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$68.2K (-$10)

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares611 from 611

Change0 (0%)

Value$41.7K (-$6)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$40.9K (-$6)

Filed 2026-11-03

Russell Investments Group, Ltd.

INCREASED

Shares594 from 534

Change+60 (+11%)

Value$40.5K (+$4.1K)

Filed 2026-11-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares505 from 505

Change0 (0%)

Value$34.6K (-$46)

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$34.1K (-$5)

Filed 2026-11-03

Bank of Montreal

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$34.1K (-$5)

Filed 2026-11-09

Compass Financial Management LLC

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$25.9K (-$1.6K)

Filed 2026-10-30

Trust Co

UNCHANGED

Shares308 from 308

Change0 (0%)

Value$21.0K (-$3)

Filed 2026-10-09

Next Level Wealth Planning, LLC

NEW

Shares300

Change+300

Value$20.5K

Filed 2026-10-29

Assetmark, Inc

INCREASED

Shares222 from 130

Change+92 (+71%)

Value$15.1K (+$6.3K)

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$14.9K (-$2)

Filed 2026-10-14

Pittenger & Anderson Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.6K (-$2)

Filed 2026-11-02

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$11.7K (-$1)

Filed 2026-10-27

Golden State Wealth Management, LLC

INCREASED

Shares150 from 149

Change+1 (+1%)

Value$10.3K (+$89)

Filed 2026-11-02

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.8K (-$1)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.8K (-$1)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

NEW

Shares40

Change+40

Value$2.7K

Filed 2026-11-04

Winthrop Capital Management, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.8K (+$1.8K)

Filed 2026-11-05

Costello Asset Management, Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$750 ($0)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$724 (-$1)

Filed 2026-10-23

Fortis Group Advisors, LLC

NEW

Shares10

Change+10

Value$682

Filed 2026-11-06

Capital Investment Advisory Services, LLC

NEW

Shares6

Change+6

Value$409

Filed 2026-10-30

Prospera Financial Services Inc

CLOSED

Shares0 from 16,798

Change-16,798 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-04

Dana Investment Advisors, Inc.

CLOSED

Shares0 from 4,712

Change-4,712 (-100%)

Value$0 (-$321.5K)

Filed 2026-11-06

Connecticut Wealth Management, LLC

CLOSED

Shares0 from 3,650

Change-3,650 (-100%)

Value$0 (-$249.0K)

Filed 2026-10-13

Sigma Planning Corp

CLOSED

Shares0 from 3,014

Change-3,014 (-100%)

Value$0 (-$205.6K)

Filed 2026-10-23

MSH Capital Advisors LLC

CLOSED

Shares0 from 2,977

Change-2,977 (-100%)

Value$0 (-$203.1K)

Filed 2026-11-03

Level Four Advisory Services, LLC

CLOSED

Shares0 from 2,969

Change-2,969 (-100%)

Value$0 (-$202.6K)

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,143

Change-1,143 (-100%)

Value$0 (-$78.0K)

Filed 2026-11-06

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-14

LifeSteps Financial, Inc.

CLOSED

Shares0 from 95

Change-95 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-15

Avion Wealth

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$6)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 1,669,171

Change-1,669,171 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,044,484

Change-1,044,484 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 620,757

Change-620,757 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 324,450

Change-324,450 (-100%)

Value—

UBS Group AG

N/A

Shares— from 271,571

Change-271,571 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 156,619

Change-156,619 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 138,549

Change-138,549 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 99,222

Change-99,222 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 70,129

Change-70,129 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 64,665

Change-64,665 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 63,271

Change-63,271 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 51,633

Change-51,633 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 47,782

Change-47,782 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 45,521

Change-45,521 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 44,643

Change-44,643 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 44,256

Change-44,256 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 43,185

Change-43,185 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 41,570

Change-41,570 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 38,773

Change-38,773 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 25,543

Change-25,543 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 25,535

Change-25,535 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 25,499

Change-25,499 (-100%)

Value—

&partners

N/A

Shares— from 23,808

Change-23,808 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,549

Change-23,549 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 23,130

Change-23,130 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 21,211

Change-21,211 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,848

Change-17,848 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 17,650

Change-17,650 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 15,585

Change-15,585 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,309

Change-14,309 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 12,856

Change-12,856 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 12,706

Change-12,706 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,621

Change-12,621 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,326

Change-9,326 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,213

Change-9,213 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 8,272

Change-8,272 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 8,180

Change-8,180 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,660

Change-7,660 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 7,632

Change-7,632 (-100%)

Value—

Parvin Asset Management, LLC

N/A

Shares— from 7,521

Change-7,521 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 7,363

Change-7,363 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 6,665

Change-6,665 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 6,281

Change-6,281 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 6,175

Change-6,175 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 5,974

Change-5,974 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 5,271

Change-5,271 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,152

Change-5,152 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,049

Change-5,049 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 4,225

Change-4,225 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 3,753

Change-3,753 (-100%)

Value—

Aspen Grove Capital, LLC

N/A

Shares— from 3,750

Change-3,750 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,490

Change-3,490 (-100%)

Value—

Simmons Bank

N/A

Shares— from 3,279

Change-3,279 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 3,182

Change-3,182 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 3,113

Change-3,113 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 3,109

Change-3,109 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 3,078

Change-3,078 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,093

Change-2,093 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,591

Change-1,591 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,561

Change-1,561 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,117

Change-1,117 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 937

Change-937 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 555

Change-555 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 553

Change-553 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 446

Change-446 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 195

Change-195 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 160

Change-160 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 66

Change-66 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	315,525	301,972	+13,553	+4%	$20.6M	$21.5M	+$921.4K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	182,609	189,116	-6,507	-3%	$12.9M	$12.5M	-$445.7K	2026-11-02
Del-Sette Capital Management, LLC	INCREASED	116,292	108,553	+7,739	+7%	$7.4M	$7.9M	+$526.7K	2026-10-23
Capital Investment Counsel, LLC	DECREASED	93,907	94,096	-189	0%	$6.4M	$6.4M	-$13.8K	2026-10-14
Dynamic Advisor Solutions LLC	INCREASED	73,817	72,999	+818	+1%	$5.0M	$5.0M	+$55.1K	2026-10-13
IFP Advisors, Inc	DECREASED	59,085	61,107	-2,022	-3%	$4.2M	$4.0M	-$138.5K	2026-10-16
Wealth Enhancement Advisory Services, LLC	INCREASED	57,593	13,435	+44,158	+329%	$942.7K	$4.0M	+$3.1M	2026-10-13
Meridian Wealth Management, LLC	INCREASED	46,567	46,505	+62	+0%	$3.2M	$3.2M	+$3.8K	2026-11-05
Joseph P. Lucia & Associates, LLC	DECREASED	36,829	37,026	-197	-1%	$2.5M	$2.5M	-$13.8K	2026-10-30
Money Concepts Capital Corp	INCREASED	35,376	35,174	+202	+1%	$2.4M	$2.4M	+$13.4K	2026-11-06
TMB Capital Partners, LLC	DECREASED	32,521	33,031	-510	-2%	$2.3M	$2.2M	-$35.1K	2026-10-20
Kestra Advisory Services, LLC	INCREASED	31,412	30,644	+768	+3%	$2.1M	$2.1M	+$52.0K	2026-11-02
Sage Capital Management, LLC	INCREASED	28,530	28,381	+149	+1%	$1.9M	$1.9M	+$9.7K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	25,604	26,937	-1,333	-5%	$1.8M	$1.7M	-$92.0K	2026-11-02
Cypress Wealth Services, LLC	INCREASED	18,965	18,849	+116	+1%	$1.3M	$1.3M	+$21.3K	2026-10-21
Apollon Wealth Management, LLC	DECREASED	17,910	18,449	-539	-3%	$1.3M	$1.2M	-$36.9K	2026-10-23
HighTower Advisors, LLC	INCREASED	17,031	16,189	+842	+5%	$1.1M	$1.2M	+$57.3K	2026-11-10
Summit Financial Wealth Advisors, LLC	INCREASED	15,640	15,225	+415	+3%	$1.0M	$1.1M	+$28.2K	2026-10-15
Concurrent Investment Advisors, LLC	DECREASED	14,456	14,860	-404	-3%	$1.0M	$986.0K	-$27.7K	2026-10-16
BKM Wealth Management, LLC	INCREASED	12,466	11,455	+1,011	+9%	$781.5K	$850.3K	+$68.8K	2026-10-22
Harbour Investments, Inc.	DECREASED	10,868	10,938	-70	-1%	$746.2K	$741.3K	-$4.8K	2026-11-09
Capstone Wealth Management Group, Inc.	INCREASED	9,885	9,825	+60	+1%	$670.3K	$674.3K	+$4.0K	2026-10-19
Creative Planning	DECREASED	9,705	9,716	-11	0%	$662.8K	$662.0K	-$845	2026-11-02
D.A. Davidson & Co.	INCREASED	9,147	8,282	+865	+10%	$565.0K	$623.9K	+$58.9K	2026-10-28
Fifth Third Bancorp	INCREASED	8,456	8,332	+124	+1%	$568.4K	$576.8K	+$8.4K	2026-11-05
Wealthcare Capital Partners, LLC	UNCHANGED	8,272	8,272	0	0%	$564.3K	$564.2K	-$83	2026-10-21
Thrivent Financial for Lutherans	INCREASED	8,158	8,152	+6	+0%	$556.0K	$556.0K	$0	2026-11-05
Sweeney & Michel, LLC	INCREASED	8,155	8,089	+66	+1%	$584.5K	$556.2K	-$28.3K	2026-10-16
J.W. Cole Advisors, Inc.	DECREASED	8,071	8,302	-231	-3%	$566.4K	$550.5K	-$15.8K	2026-11-05
Truist Financial Corp	INCREASED	7,572	7,378	+194	+3%	$503.3K	$516.5K	+$13.2K	2026-10-30
Nations Financial Group Inc,	INCREASED	7,277	7,262	+15	+0%	$495.4K	$496.4K	+$942	2026-11-05
Cathy Pareto & Associates, Inc	INCREASED	7,276	7,214	+62	+1%	$492.2K	$496.3K	+$4.1K	2026-10-15
Kestra Private Wealth Services, LLC	INCREASED	7,114	7,090	+24	+0%	$483.7K	$485.3K	+$1.6K	2026-11-06
Pinnacle Bancorp, Inc.	UNCHANGED	6,700	6,700	0	0%	$457.1K	$457.0K	-$67	2026-10-21
Diversified Trust Co	NEW	6,300	—	+6,300	—	—	$429.7K	—	2026-11-06
Allworth Financial LP	UNCHANGED	5,601	5,601	0	0%	$382.1K	$382.1K	$0	2026-11-06
Diversify Wealth Management, LLC	UNCHANGED	5,349	5,349	0	0%	$386.2K	$378.0K	-$8.3K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	5,349	5,349	0	0%	$386.2K	$378.0K	-$8.3K	2026-10-20
Tcfg Investment Advisors, LLC	UNCHANGED	5,333	5,333	0	0%	$363.8K	$363.8K	-$53	2026-10-20
Commonwealth Financial Services, LLC	UNCHANGED	5,170	5,170	0	0%	$352.7K	$352.6K	-$51	2026-10-20
Wealthcare Advisory Partners LLC	DECREASED	5,015	5,308	-293	-6%	$362.1K	$342.1K	-$20.0K	2026-10-21
Convergence Financial, LLC	NEW	4,967	—	+4,967	—	—	$338.8K	—	2026-10-27
Oppenheimer & Co Inc	INCREASED	4,708	4,691	+17	+0%	$320.0K	$321.1K	+$1.1K	2026-10-26
Kachkovsky & Fisher, Inc.	INCREASED	4,661	4,619	+42	+1%	$315.1K	$317.9K	+$2.8K	2026-10-21
First Heartland Consultants, Inc.	UNCHANGED	4,655	4,655	0	0%	$317.6K	$317.5K	-$46	2026-10-08
Lido Advisors, LLC	DECREASED	4,624	4,828	-204	-4%	$329.4K	$315.4K	-$14.0K	2026-11-04
Hudock, Inc.	UNCHANGED	4,285	4,285	0	0%	$292.4K	$292.3K	-$43	2026-10-14
Private Trust Co NA	DECREASED	4,143	4,165	-22	-1%	$284.1K	$282.6K	-$1.5K	2026-10-20
MKT Advisors LLC	UNCHANGED	3,925	3,925	0	0%	$274.8K	$272.3K	-$2.5K	2026-10-20
Thompson Investment Management, Inc.	UNCHANGED	3,829	3,829	0	0%	$261.2K	$261.2K	-$38	2026-10-14
Central Valley Advisors, LLC	DECREASED	3,762	4,062	-300	-7%	$277.1K	$256.6K	-$20.5K	2026-10-27
Western Wealth Management, LLC	NEW	3,718	—	+3,718	—	—	$253.6K	—	2026-11-09
Lyell Wealth Management, LP	UNCHANGED	3,630	3,630	0	0%	$247.6K	$247.6K	-$37	2026-10-30
Gill Capital Partners, LLC	DECREASED	3,320	3,434	-114	-3%	$234.3K	$226.5K	-$7.8K	2026-10-13
Well Done, LLC	INCREASED	3,306	3,302	+4	+0%	$225.3K	$225.5K	+$264	2026-10-20
Delta Capital Management LLC	UNCHANGED	3,300	3,300	0	0%	$225.0K	$225.0K	$0	2026-10-16
Vise Technologies, Inc.	UNCHANGED	3,220	3,220	0	0%	$219.7K	$219.6K	-$32	2026-10-29
Integrity Alliance, Llc.	INCREASED	3,174	3,147	+27	+1%	$214.8K	$216.5K	+$1.8K	2026-10-29
McAdam, LLC	NEW	3,130	—	+3,130	—	—	$213.5K	—	2026-10-21
Ballast Rock Private Wealth LLC	UNCHANGED	3,056	3,056	0	0%	$208.5K	$208.4K	-$31	2026-10-26
Tennessee Valley Asset Management Partners	UNCHANGED	2,975	2,975	0	0%	$203.0K	$202.9K	-$30	2026-11-03
Geneos Wealth Management Inc.	UNCHANGED	2,670	2,670	0	0%	$182.1K	$182.1K	-$26	2026-11-09
Investors Research Corp	DECREASED	2,164	2,714	-550	-20%	$185.1K	$147.6K	-$37.5K	2026-10-07
Citigroup Inc	INCREASED	2,015	1,962	+53	+3%	$133.8K	$137.4K	+$3.6K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	1,913	1,803	+110	+6%	$123.0K	$130.5K	+$7.5K	2026-10-08
Lanark Financial, Inc.	DECREASED	1,870	2,011	-141	-7%	$137.2K	$127.6K	-$9.7K	2026-10-26
IFG Advisory, LLC	INCREASED	1,468	1,466	+2	+0%	$100.0K	$100.1K	+$71	2026-11-09
Cullen T Bankers, Inc.	UNCHANGED	1,198	1,198	0	0%	$81.7K	$81.7K	-$12	2026-10-28
Edgemoor Investment Advisors, Inc.	NEW	1,147	—	+1,147	—	—	$78.2K	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	1,122	1,122	0	0%	$76.5K	$76.6K	+$63	2026-10-08
Key FInancial Inc	UNCHANGED	1,098	1,098	0	0%	$74.9K	$74.9K	-$11	2026-11-02
Signaturefd, LLC	UNCHANGED	1,000	1,000	0	0%	$68.2K	$68.2K	-$10	2026-10-23
US Bancorp \de\	UNCHANGED	611	611	0	0%	$41.7K	$41.7K	-$6	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	600	600	0	0%	$40.9K	$40.9K	-$6	2026-11-03
Russell Investments Group, Ltd.	INCREASED	594	534	+60	+11%	$36.4K	$40.5K	+$4.1K	2026-11-06
TD Waterhouse Canada Inc.	UNCHANGED	505	505	0	0%	$34.6K	$34.6K	-$46	2026-10-16
Parallel Advisors, LLC	UNCHANGED	500	500	0	0%	$34.1K	$34.1K	-$5	2026-11-03
Bank of Montreal	UNCHANGED	500	500	0	0%	$34.1K	$34.1K	-$5	2026-11-09
Compass Financial Management LLC	UNCHANGED	380	380	0	0%	$27.6K	$25.9K	-$1.6K	2026-10-30
Trust Co	UNCHANGED	308	308	0	0%	$21.0K	$21.0K	-$3	2026-10-09
Next Level Wealth Planning, LLC	NEW	300	—	+300	—	—	$20.5K	—	2026-10-29
Assetmark, Inc	INCREASED	222	130	+92	+71%	$8.9K	$15.1K	+$6.3K	2026-10-21
Triumph Capital Management	UNCHANGED	218	218	0	0%	$14.9K	$14.9K	-$2	2026-10-14
Pittenger & Anderson Inc	UNCHANGED	200	200	0	0%	$13.6K	$13.6K	-$2	2026-11-02
Cassaday & Co Wealth Management LLC	UNCHANGED	172	172	0	0%	$11.7K	$11.7K	-$1	2026-10-27
Golden State Wealth Management, LLC	INCREASED	150	149	+1	+1%	$10.2K	$10.3K	+$89	2026-11-02
Register Financial Advisors LLC	UNCHANGED	100	100	0	0%	$6.8K	$6.8K	-$1	2026-10-23
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	100	100	0	0%	$6.8K	$6.8K	-$1	2026-10-27
EverSource Wealth Advisors, LLC	NEW	40	—	+40	—	—	$2.7K	—	2026-11-04
Winthrop Capital Management, LLC	UNCHANGED	27	27	0	0%	$2	$1.8K	+$1.8K	2026-11-05
Costello Asset Management, Inc	UNCHANGED	11	11	0	0%	$750	$750	$0	2026-10-30
Dhjj Financial Advisors, Ltd.	UNCHANGED	11	11	0	0%	$725	$724	-$1	2026-10-23
Fortis Group Advisors, LLC	NEW	10	—	+10	—	—	$682	—	2026-11-06
Capital Investment Advisory Services, LLC	NEW	6	—	+6	—	—	$409	—	2026-10-30
Prospera Financial Services Inc	CLOSED	0	16,798	-16,798	-100%	$1.1M	$0	-$1.1M	2026-11-04
Dana Investment Advisors, Inc.	CLOSED	0	4,712	-4,712	-100%	$321.5K	$0	-$321.5K	2026-11-06
Connecticut Wealth Management, LLC	CLOSED	0	3,650	-3,650	-100%	$249.0K	$0	-$249.0K	2026-10-13
Sigma Planning Corp	CLOSED	0	3,014	-3,014	-100%	$205.6K	$0	-$205.6K	2026-10-23
MSH Capital Advisors LLC	CLOSED	0	2,977	-2,977	-100%	$203.1K	$0	-$203.1K	2026-11-03
Level Four Advisory Services, LLC	CLOSED	0	2,969	-2,969	-100%	$202.6K	$0	-$202.6K	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	1,143	-1,143	-100%	$78.0K	$0	-$78.0K	2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	150	-150	-100%	$10.2K	$0	-$10.2K	2026-10-14
LifeSteps Financial, Inc.	CLOSED	0	95	-95	-100%	$6.5K	$0	-$6.5K	2026-10-15
Avion Wealth	CLOSED	0	89	-89	-100%	$6	$0	-$6	2026-11-04
Bank of America Corp	N/A	—	1,669,171	-1,669,171	-100%	$113.9M	—	—	—
Morgan Stanley	N/A	—	1,044,484	-1,044,484	-100%	$71.3M	—	—	—
Wells Fargo & Company	N/A	—	620,757	-620,757	-100%	$42.3M	—	—	—
Raymond James Financial Inc	N/A	—	324,450	-324,450	-100%	$22.1M	—	—	—
UBS Group AG	N/A	—	271,571	-271,571	-100%	$18.5M	—	—	—
Royal Bank of Canada	N/A	—	156,619	-156,619	-100%	$10.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	138,549	-138,549	-100%	$9.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	99,222	-99,222	-100%	$6.8M	—	—	—
MTM Financial Group, LLC	N/A	—	70,129	-70,129	-100%	$4.8M	—	—	—
Stifel Financial Corp	N/A	—	64,665	-64,665	-100%	$4.4M	—	—	—
Ameriprise Financial Inc	N/A	—	63,271	-63,271	-100%	$4.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	51,633	-51,633	-100%	$3.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	47,782	-47,782	-100%	$3.3M	—	—	—
Cetera Investment Advisers	N/A	—	45,521	-45,521	-100%	$3.1M	—	—	—
JPL Wealth Management, LLC	N/A	—	44,643	-44,643	-100%	$3.0M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	44,256	-44,256	-100%	$3.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	43,185	-43,185	-100%	$3.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	41,570	-41,570	-100%	$2.8M	—	—	—
AQR Capital Management LLC	N/A	—	38,773	-38,773	-100%	$2.6M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	25,543	-25,543	-100%	$1.7M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	25,535	-25,535	-100%	$1.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	25,499	-25,499	-100%	$1.7M	—	—	—
&partners	N/A	—	23,808	-23,808	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	23,549	-23,549	-100%	$1.6M	—	—	—
MML Investors Services, LLC	N/A	—	23,130	-23,130	-100%	$1.6M	—	—	—
Summit Financial, LLC	N/A	—	21,211	-21,211	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	17,848	-17,848	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	17,650	-17,650	-100%	$1.2M	—	—	—
Baird Financial Group, Inc.	N/A	—	15,585	-15,585	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	14,309	-14,309	-100%	$976.2K	—	—	—
Cahill Financial Advisors Inc	N/A	—	12,856	-12,856	-100%	$877.0K	—	—	—
Madden Advisory Services, Inc.	N/A	—	12,706	-12,706	-100%	$866.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,621	-12,621	-100%	$861.0K	—	—	—
Focus Partners Wealth	N/A	—	9,326	-9,326	-100%	$625.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,213	-9,213	-100%	$628.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	8,272	-8,272	-100%	$564.3K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	8,180	-8,180	-100%	$558.1K	—	—	—
Private Advisor Group, LLC	N/A	—	7,660	-7,660	-100%	$522.5K	—	—	—
Keystone Financial Group	N/A	—	7,632	-7,632	-100%	$520.6K	—	—	—
Parvin Asset Management, LLC	N/A	—	7,521	-7,521	-100%	$513.1K	—	—	—
Tradition Wealth Management, LLC	N/A	—	7,363	-7,363	-100%	$502.3K	—	—	—
PFG Investments, LLC	N/A	—	6,665	-6,665	-100%	$454.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	6,281	-6,281	-100%	$428.5K	—	—	—
Flow Traders U.S. LLC	N/A	—	6,175	-6,175	-100%	$421.0K	—	—	—
Allied Private Wealth LLC	N/A	—	5,974	-5,974	-100%	$414.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	5,271	-5,271	-100%	$359.6K	—	—	—
Captrust Financial Advisors	N/A	—	5,152	-5,152	-100%	$351.5K	—	—	—
Waverly Advisors, LLC	N/A	—	5,049	-5,049	-100%	$344.4K	—	—	—
Tyche Wealth Partners LLC	N/A	—	4,225	-4,225	-100%	$288.2K	—	—	—
Kovack Advisors, Inc.	N/A	—	3,753	-3,753	-100%	$257.2K	—	—	—
Aspen Grove Capital, LLC	N/A	—	3,750	-3,750	-100%	$255.8K	—	—	—
Advisory Services Network, LLC	N/A	—	3,490	-3,490	-100%	$238.1K	—	—	—
Simmons Bank	N/A	—	3,279	-3,279	-100%	$223.7K	—	—	—
Smith, Moore & Co.	N/A	—	3,182	-3,182	-100%	$217.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	3,113	-3,113	-100%	$212.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	3,109	-3,109	-100%	$212.1K	—	—	—
Savvy Advisors, Inc.	N/A	—	3,078	-3,078	-100%	$210.0K	—	—	—
Ancora Advisors LLCA	N/A	—	2,093	-2,093	-100%	$142.8K	—	—	—
Rothschild Investment LLC	N/A	—	1,750	-1,750	-100%	$119.4K	—	—	—
JPMorgan Chase & Co	N/A	—	1,591	-1,591	-100%	$109.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,561	-1,561	-100%	$106.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,117	-1,117	-100%	$76.2K	—	—	—
Vanguard Advisers Inc	N/A	—	937	-937	-100%	$63.9K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	555	-555	-100%	$37.9K	—	—	—
Arax Advisory Partners	N/A	—	553	-553	-100%	$37.7K	—	—	—
National Bank of Canada	N/A	—	446	-446	-100%	$30.4K	—	—	—
one8zero8, LLC	N/A	—	195	-195	-100%	$13.3K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	160	-160	-100%	$10.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	117	-117	-100%	$8.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	100	-100	-100%	$6.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	84	-84	-100%	$5.7K	—	—	—
Qube Research & Technologies Ltd	N/A	—	66	-66	-100%	$4.5K	—	—	—
AE Wealth Management LLC	N/A	—	47	-47	-100%	$3.2K	—	—	—
Truvestments Capital LLC	N/A	—	18	-18	-100%	$1.2K	—	—	—
Bogart Wealth, LLC	N/A	—	2	-2	-100%	$136	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$68	—	—	—

Showing 180 of 180 institutions