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ARK Blockchain & Fintech INN (ARKF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares606,568 from 600,617
Change+5,951 (+1%)
Value$27.6M (+$3.9M)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
DECREASED
Shares260,301 from 262,018
Change-1,717 (-1%)
Value$11.9M (+$1.5M)
Filed 2026-11-06
Yarbrough Capital, LLC
UNCHANGED
Shares238,709 from 238,709
Change0 (0%)
Value$10.9M (+$1.4M)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
DECREASED
Shares188,920 from 189,532
Change-612 (0%)
Value$8.6M (+$1.1M)
Filed 2026-10-08
Titleist Asset Management, LLC
DECREASED
Shares100,682 from 102,295
Change-1,613 (-2%)
Value$4.6M (+$547.5K)
Filed 2026-10-08
Gerber, LLC
DECREASED
Shares91,865 from 92,707
Change-842 (-1%)
Value$4.2M (+$524.4K)
Filed 2026-10-21
Paller Financial Services Inc
INCREASED
Shares72,989 from 71,486
Change+1,503 (+2%)
Value$3.3M (+$502.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares60,700 from 61,348
Change-648 (-1%)
Value$2.8M (+$343.0K)
Filed 2026-11-02
Candriam S.C.A.
INCREASED
Shares59,500 from 25,700
Change+33,800 (+132%)
Value$35.1M (+$34.1M)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares42,293 from 44,127
Change-1,834 (-4%)
Value$1.9M (+$184.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares32,420 from 35,290
Change-2,870 (-8%)
Value$1.5M (+$83.5K)
Filed 2026-11-02
M Holdings Securities, Inc.
DECREASED
Shares31,971 from 32,458
Change-487 (-1%)
Value$1.4K (-$1.3M)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares20,948 from 18,246
Change+2,702 (+15%)
Value$953.8K (+$233.8K)
Filed 2026-10-02
Blvd Private Wealth, LLC
DECREASED
Shares20,275 from 20,405
Change-130 (-1%)
Value$923.1K (+$117.9K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares20,159 from 20,138
Change+21 (+0%)
Value$917.8K (+$123.2K)
Filed 2026-11-02
Purus Wealth Management, LLC
DECREASED
Shares19,597 from 19,689
Change-92 (0%)
Value$892.3K (+$115.3K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares18,910 from 19,272
Change-362 (-2%)
Value$861.0K (+$100.5K)
Filed 2026-11-05
Jessup Wealth Management, Inc
INCREASED
Shares15,689 from 13,698
Change+1,991 (+15%)
Value$714.3K (+$173.8K)
Filed 2026-10-20
Blue Jean Financial LLC
NEW
Shares15,674
Change+15,674
Value$713.6K
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares13,757 from 12,768
Change+989 (+8%)
Value$626.3K (+$122.5K)
Filed 2026-11-02
Imc-Chicago, LLC
DECREASED
Shares13,546 from 13,965
Change-419 (-3%)
Value$616.7K (+$65.7K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares10,839 from 10,839
Change0 (0%)
Value$493.5K (+$65.8K)
Filed 2026-10-19
EdgeRock Capital LLC
DECREASED
Shares9,953 from 10,374
Change-421 (-4%)
Value$453.1K (+$43.8K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares9,617 from 9,817
Change-200 (-2%)
Value$437.9K (+$50.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
NEW
Shares9,524
Change+9,524
Value$433.6K
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares8,432 from 8,296
Change+136 (+2%)
Value$383.9K (+$56.5K)
Filed 2026-10-29
Pinion Investment Advisors, LLC
INCREASED
Shares8,390 from 7,671
Change+719 (+9%)
Value$382.0K (+$79.3K)
Filed 2026-11-04
Evanson Financial, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$364.2K (+$48.6K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares7,819 from 15,206
Change-7,387 (-49%)
Value$357.8K (-$268.3K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares7,760 from 7,857
Change-97 (-1%)
Value$353.3K (+$43.3K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,707 from 7,021
Change+686 (+10%)
Value$357.8K (+$65.5K)
Filed 2026-10-13
Carlson Financial, Inc.
DECREASED
Shares6,817 from 6,849
Change-32 (0%)
Value$310.4K (+$40.0K)
Filed 2026-11-05
Independent Financial Group, LLC
NEW
Shares6,492
Change+6,492
Value$295.6K
Filed 2026-10-13
Wedmont Private Capital
UNCHANGED
Shares6,179 from 6,179
Change0 (0%)
Value$286.8K (+$29.6K)
Filed 2026-10-09
PFG Advisors
DECREASED
Shares6,176 from 14,179
Change-8,003 (-56%)
Value$281.2K (-$278.3K)
Filed 2026-10-16
Ariadne Wealth Management, LP
UNCHANGED
Shares6,132 from 6,132
Change0 (0%)
Value$279.2K (+$37.2K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED
Shares6,115 from 6,215
Change-100 (-2%)
Value$278.4K (+$33.2K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares5,618 from 5,778
Change-160 (-3%)
Value$255.8K (+$27.8K)
Filed 2026-10-22
Heritage Family Offices, LLP
UNCHANGED
Shares5,530 from 5,530
Change0 (0%)
Value$251.8K (+$33.6K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares5,374 from 5,632
Change-258 (-5%)
Value$244.7K (+$22.4K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares5,344 from 5,119
Change+225 (+4%)
Value$243.7K (+$41.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares4,532
Change+4,532
Value$206.4K
Filed 2026-10-16
Ignite Planners, LLC
NEW
Shares4,405
Change+4,405
Value$200.6K
Filed 2026-10-14
Clearstead Trust, LLC
DECREASED
Shares4,076 from 6,725
Change-2,649 (-39%)
Value$185.6K (-$79.8K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$167.9K (+$22.4K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares3,626 from 2,676
Change+950 (+36%)
Value$143.1K (+$37.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares2,072 from 2,364
Change-292 (-12%)
Value$94.3K (+$1.0K)
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares1,944
Change+1,944
Value$88.5K
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$53.2K (+$7.1K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$52.4K (+$7.0K)
Filed 2026-11-05
AlphaCore Capital LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$41.0K (+$5.5K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares850
Change+850
Value$38.7K
Filed 2026-10-09
Financial Perspectives, Inc
DECREASED
Shares816 from 989
Change-173 (-17%)
Value$37.1K (-$1.9K)
Filed 2026-11-03
Financial Management Professionals, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$34.6K (+$4.6K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
DECREASED
Shares642 from 664
Change-22 (-3%)
Value$29.2K (+$3.0K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$28.4K (+$3.8K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$19.7K (+$2.6K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$17.2K (+$2.3K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$16.0K (+$2.1K)
Filed 2026-11-06
Activest Wealth Management
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$14.9K (+$2.0K)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares304 from 13
Change+291 (+2238%)
Value$13.8K (+$13.3K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares284 from 278
Change+6 (+2%)
Value$12.9K (+$2.0K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$11.7K (+$1.6K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$10.4K (+$1.4K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares221 from 239
Change-18 (-8%)
Value$10.1K (+$631)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$9.4K (+$972)
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares200
Change+200
Value$9.1K
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.1K (+$1.2K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.1K (+$1.2K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.2K (+$1.1K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares179 from 12
Change+167 (+1392%)
Value$8.1K (+$7.7K)
Filed 2026-11-05
First Command Advisory Services, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.9K (+$789)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares112 from 215
Change-103 (-48%)
Value$5.1K (-$3.4K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares100 from 600
Change-500 (-83%)
Value$4.6K (-$19.1K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.6K (+$607)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.6K (+$607)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares84
Change+84
Value$3.8K
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.2K (+$425)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.1K (+$407)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares60 from 101
Change-41 (-41%)
Value$2.7K (-$1.3K)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.7K (+$358)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.6K (+$340)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED
Shares50 from 200
Change-150 (-75%)
Value$2.3K (-$5.6K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.3K (+$304)
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (+$243)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (+$243)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.8K (+$237)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.3K (+$170)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$151)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares22
Change+22
Value$1.0K
Filed 2026-10-16
Kelleher Financial Advisors
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$911 (+$121)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$911 (+$122)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$865 (+$115)
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$820 (+$110)
Filed 2026-10-21
Go Invest LLC
INCREASED
Shares17 from 14
Change+3 (+21%)
Value$757 (+$194)
Filed 2026-10-09
Lodestone Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$728 (+$97)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$637 (+$85)
Filed 2026-10-26
Russell Investments Group, Ltd.
NEW
Shares9
Change+9
Value$410
Filed 2026-11-06
Winch Advisory Services, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$410 (+$55)
Filed 2026-11-06
Valley National Advisers Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$410 (+$54)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$180
Filed 2026-10-15
Acumen Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$46 (+$6)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares0
Change0
Value$5
Filed 2026-10-21
Curran Financial Partners, LLC
CLOSED
Shares0 from 30,691
Change-30,691 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 5,530
Change-5,530 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-03
UBS Group AG
N/A
Shares— from 380,112
Change-380,112 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 226,022
Change-226,022 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 208,402
Change-208,402 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 165,084
Change-165,084 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 156,510
Change-156,510 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 152,937
Change-152,937 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 135,979
Change-135,979 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,989
Change-101,989 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 98,268
Change-98,268 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 78,702
Change-78,702 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 78,098
Change-78,098 (-100%)
Value—
Prudential PLC
N/A
Shares— from 75,910
Change-75,910 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 64,741
Change-64,741 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 58,541
Change-58,541 (-100%)
Value—
Nwam LLC
N/A
Shares— from 48,242
Change-48,242 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,096
Change-42,096 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 31,806
Change-31,806 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,188
Change-31,188 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,461
Change-30,461 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 30,031
Change-30,031 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 29,070
Change-29,070 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,437
Change-27,437 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 21,511
Change-21,511 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 19,547
Change-19,547 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,987
Change-18,987 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 14,196
Change-14,196 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,751
Change-12,751 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 10,772
Change-10,772 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
EQ LLC
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,303
Change-7,303 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 655
Change-655 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 600
Change-600 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Main Management LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 107
Change-107 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 105
Change-105 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED606,568600,617+5,951+1%$23.7M$27.6M+$3.9M2026-11-06
Clearwater Capital Advisors, LLC
DECREASED260,301262,018-1,717-1%$10.3M$11.9M+$1.5M2026-11-06
Yarbrough Capital, LLC
UNCHANGED238,709238,70900%$9.4M$10.9M+$1.4M2026-10-19
Midwest Financial Partners Investments, Inc.
DECREASED188,920189,532-6120%$7.5M$8.6M+$1.1M2026-10-08
Titleist Asset Management, LLC
DECREASED100,682102,295-1,613-2%$4.0M$4.6M+$547.5K2026-10-08
Gerber, LLC
DECREASED91,86592,707-842-1%$3.7M$4.2M+$524.4K2026-10-21
Paller Financial Services Inc
INCREASED72,98971,486+1,503+2%$2.8M$3.3M+$502.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED60,70061,348-648-1%$2.4M$2.8M+$343.0K2026-11-02
Candriam S.C.A.
INCREASED59,50025,700+33,800+132%$1.0M$35.1M+$34.1M2026-11-03
Brookstone Capital Management
DECREASED42,29344,127-1,834-4%$1.7M$1.9M+$184.3K2026-10-22
Commonwealth Equity Services, LLC
DECREASED32,42035,290-2,870-8%$1.4M$1.5M+$83.5K2026-11-02
M Holdings Securities, Inc.
DECREASED31,97132,458-487-1%$1.3M$1.4K-$1.3M2026-11-03
GoalVest Advisory LLC
INCREASED20,94818,246+2,702+15%$720.0K$953.8K+$233.8K2026-10-02
Blvd Private Wealth, LLC
DECREASED20,27520,405-130-1%$805.2K$923.1K+$117.9K2026-10-14
Creative Planning
INCREASED20,15920,138+21+0%$794.6K$917.8K+$123.2K2026-11-02
Purus Wealth Management, LLC
DECREASED19,59719,689-920%$776.9K$892.3K+$115.3K2026-10-15
Compound Planning, Inc.
DECREASED18,91019,272-362-2%$760.5K$861.0K+$100.5K2026-11-05
Jessup Wealth Management, Inc
INCREASED15,68913,698+1,991+15%$540.5K$714.3K+$173.8K2026-10-20
Blue Jean Financial LLC
NEW15,674—+15,674——$713.6K—2026-10-20
Kestra Advisory Services, LLC
INCREASED13,75712,768+989+8%$503.8K$626.3K+$122.5K2026-11-02
Imc-Chicago, LLC
DECREASED13,54613,965-419-3%$551.1K$616.7K+$65.7K2026-11-05
Lifelong Wealth Advisors, Inc.
UNCHANGED10,83910,83900%$427.7K$493.5K+$65.8K2026-10-19
EdgeRock Capital LLC
DECREASED9,95310,374-421-4%$409.4K$453.1K+$43.8K2026-11-03
Private Trust Co NA
DECREASED9,6179,817-200-2%$387.4K$437.9K+$50.5K2026-10-20
Avior Wealth Management, LLC
NEW9,524—+9,524——$433.6K—2026-10-13
MBA Advisors LLC
INCREASED8,4328,296+136+2%$327.4K$383.9K+$56.5K2026-10-29
Pinion Investment Advisors, LLC
INCREASED8,3907,671+719+9%$302.7K$382.0K+$79.3K2026-11-04
Evanson Financial, LLC
UNCHANGED8,0008,00000%$315.7K$364.2K+$48.6K2026-10-23
StoneX Group Inc.
DECREASED7,81915,206-7,387-49%$626.1K$357.8K-$268.3K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED7,7607,857-97-1%$310.0K$353.3K+$43.3K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED7,7077,021+686+10%$292.3K$357.8K+$65.5K2026-10-13
Carlson Financial, Inc.
DECREASED6,8176,849-320%$270.4K$310.4K+$40.0K2026-11-05
Independent Financial Group, LLC
NEW6,492—+6,492——$295.6K—2026-10-13
Wedmont Private Capital
UNCHANGED6,1796,17900%$257.2K$286.8K+$29.6K2026-10-09
PFG Advisors
DECREASED6,17614,179-8,003-56%$559.5K$281.2K-$278.3K2026-10-16
Ariadne Wealth Management, LP
UNCHANGED6,1326,13200%$242.0K$279.2K+$37.2K2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED6,1156,215-100-2%$245.2K$278.4K+$33.2K2026-11-02
Perigon Wealth Management, LLC
DECREASED5,6185,778-160-3%$228.0K$255.8K+$27.8K2026-10-22
Heritage Family Offices, LLP
UNCHANGED5,5305,53000%$218.2K$251.8K+$33.6K2026-11-02
HB Wealth Management, LLC
DECREASED5,3745,632-258-5%$222.2K$244.7K+$22.4K2026-10-23
TD Waterhouse Canada Inc.
INCREASED5,3445,119+225+4%$202.1K$243.7K+$41.5K2026-10-16
Concurrent Investment Advisors, LLC
NEW4,532—+4,532——$206.4K—2026-10-16
Ignite Planners, LLC
NEW4,405—+4,405——$200.6K—2026-10-14
Clearstead Trust, LLC
DECREASED4,0766,725-2,649-39%$265.4K$185.6K-$79.8K2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,6883,68800%$145.5K$167.9K+$22.4K2026-10-16
Allworth Financial LP
INCREASED3,6262,676+950+36%$105.6K$143.1K+$37.5K2026-11-06
Farther Finance Advisors, LLC
DECREASED2,0722,364-292-12%$93.3K$94.3K+$1.0K2026-10-08
Foresight Capital Management Advisors, Inc.
NEW1,944—+1,944——$88.5K—2026-10-27
James T. Borello RIA
UNCHANGED1,1691,16900%$46.1K$53.2K+$7.1K2026-10-16
US Bancorp \de\
UNCHANGED1,1511,15100%$45.4K$52.4K+$7.0K2026-11-05
AlphaCore Capital LLC
UNCHANGED90090000%$35.5K$41.0K+$5.5K2026-11-04
GK Wealth Management LLC
NEW850—+850——$38.7K—2026-10-09
Financial Perspectives, Inc
DECREASED816989-173-17%$39.0K$37.1K-$1.9K2026-11-03
Financial Management Professionals, Inc.
UNCHANGED76076000%$30.0K$34.6K+$4.6K2026-10-23
Elevation Wealth Partners, LLC
DECREASED642664-22-3%$26.2K$29.2K+$3.0K2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED62362300%$24.6K$28.4K+$3.8K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED43243200%$17.0K$19.7K+$2.6K2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED37737700%$14.9K$17.2K+$2.3K2026-10-20
PNC Financial Services Group, Inc.
UNCHANGED35035000%$13.8K$16.0K+$2.1K2026-11-06
Activest Wealth Management
UNCHANGED32832800%$12.9K$14.9K+$2.0K2026-10-15
Simplex Trading, LLC
INCREASED30413+291+2238%$512$13.8K+$13.3K2026-11-04
Citigroup Inc
INCREASED284278+6+2%$11.0K$12.9K+$2.0K2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED25825800%$10.2K$11.7K+$1.6K2026-11-03
Archer Investment Corp
UNCHANGED22922900%$9.0K$10.4K+$1.4K2026-11-05
Creative Financial Designs Inc
DECREASED221239-18-8%$9.4K$10.1K+$6312026-11-04
Bullock Wealth Management Group
UNCHANGED20620600%$8.4K$9.4K+$9722026-10-09
Jacobi Capital Management LLC
NEW200—+200——$9.1K—2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED20020000%$7.9K$9.1K+$1.2K2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED20020000%$7.9K$9.1K+$1.2K2026-11-02
Westside Investment Management, Inc.
UNCHANGED18018000%$7.1K$8.2K+$1.1K2026-11-02
Rossby Financial, LCC
INCREASED17912+167+1392%$474$8.1K+$7.7K2026-11-05
First Command Advisory Services, Inc.
UNCHANGED13013000%$5.1K$5.9K+$7892026-11-05
Lanark Financial, Inc.
DECREASED112215-103-48%$8.5K$5.1K-$3.4K2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED100600-500-83%$23.7K$4.6K-$19.1K2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED10010000%$3.9K$4.6K+$6072026-10-15
Main Street Group, LTD
UNCHANGED10010000%$3.9K$4.6K+$6072026-10-28
Provenance Wealth Advisors, LLC
NEW84—+84——$3.8K—2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED707000%$2.8K$3.2K+$4252026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED676700%$2.6K$3.1K+$4072026-10-27
CoreCap Advisors, LLC
DECREASED60101-41-41%$4.0K$2.7K-$1.3K2026-10-08
Golden State Wealth Management, LLC
UNCHANGED595900%$2.3K$2.7K+$3582026-11-02
Albion Financial Group
UNCHANGED565600%$2.2K$2.6K+$3402026-10-21
Wilmington Savings Fund Society, FSB
DECREASED50200-150-75%$7.9K$2.3K-$5.6K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED505000%$2.0K$2.3K+$3042026-10-28
Signaturefd, LLC
UNCHANGED404000%$1.6K$1.8K+$2432026-10-23
Larson Financial Group LLC
UNCHANGED404000%$1.6K$1.8K+$2432026-11-05
Concord Wealth Partners
UNCHANGED393900%$1.5K$1.8K+$2372026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED282800%$1.1K$1.3K+$1702026-11-04
Fortitude Family Office, LLC
UNCHANGED252500%$987$1.1K+$1512026-10-14
Pension & Wealth Management Advisors, Inc.
NEW22—+22——$1.0K—2026-10-16
Kelleher Financial Advisors
UNCHANGED202000%$790$911+$1212026-10-30
Key FInancial Inc
UNCHANGED202000%$789$911+$1222026-11-02
Birchwood Financial Partners, Inc.
UNCHANGED191900%$750$865+$1152026-11-02
Assetmark, Inc
UNCHANGED181800%$710$820+$1102026-10-21
Go Invest LLC
INCREASED1714+3+21%$563$757+$1942026-10-09
Lodestone Wealth Management LLC
UNCHANGED161600%$631$728+$972026-10-14
Vermillion Wealth Management, Inc.
UNCHANGED141400%$552$637+$852026-10-26
Russell Investments Group, Ltd.
NEW9—+9——$410—2026-11-06
Winch Advisory Services, LLC
UNCHANGED9900%$355$410+$552026-11-06
Valley National Advisers Inc
UNCHANGED9900%$356$410+$542026-10-23
Blue Trust, Inc.
NEW4—+4——$180—2026-10-15
Acumen Wealth Advisors, LLC
UNCHANGED1100%$40$46+$62026-11-05
Root Financial Partners, LLC
NEW0—0——$5—2026-10-21
Curran Financial Partners, LLC
CLOSED030,691-30,691-100%$1.2M$0-$1.2M2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED05,530-5,530-100%$218.2K$0-$218.2K2026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED0136-136-100%$5.4K$0-$5.4K2026-10-07
JFS Wealth Advisors, LLC
CLOSED079-79-100%$3.1K$0-$3.1K2026-11-03
UBS Group AG
N/A—380,112-380,112-100%$15.0M———
Citadel Advisors LLC
N/A—226,022-226,022-100%$8.9M———
Morgan Stanley
N/A—208,402-208,402-100%$8.2M———
Cetera Investment Advisers
N/A—165,084-165,084-100%$6.5M———
Byrne Financial Freedom, LLC
N/A—156,510-156,510-100%$6.2M———
GTS Securities LLC
N/A—152,937-152,937-100%$6.0M———
Wells Fargo & Company
N/A—135,979-135,979-100%$5.4M———
Osaic Holdings, Inc.
N/A—101,989-101,989-100%$4.0M———
Flow Traders U.S. LLC
N/A—98,268-98,268-100%$3.9M———
Raymond James Financial Inc
N/A—78,702-78,702-100%$3.1M———
IEQ Capital, LLC
N/A—78,098-78,098-100%$3.1M———
Prudential PLC
N/A—75,910-75,910-100%$3.0M———
Envestnet Asset Management Inc
N/A—64,741-64,741-100%$2.6M———
Wealthfront Advisers LLC
N/A—58,541-58,541-100%$2.3M———
Nwam LLC
N/A—48,242-48,242-100%$1.9M———
Susquehanna International Group, LLP
N/A—42,096-42,096-100%$1.7M———
Qube Research & Technologies Ltd
N/A—31,806-31,806-100%$1.3M———
Royal Bank of Canada
N/A—31,188-31,188-100%$1.2M———
Sanctuary Advisors, LLC
N/A—30,461-30,461-100%$1.2M———
WCG Wealth Advisors LLC
N/A—30,031-30,031-100%$1.2M———
National Bank of Canada
N/A—29,070-29,070-100%$1.1M———
JPMorgan Chase & Co
N/A—27,437-27,437-100%$1.1M———
Waterloo Capital, L.P.
N/A—21,511-21,511-100%$848.8K———
Trivium Point Advisory, LLC
N/A—19,547-19,547-100%$771.3K———
Mariner, LLC
N/A—18,987-18,987-100%$749.2K———
Private Advisor Group, LLC
N/A—16,304-16,304-100%$643.4K———
HighTower Advisors, LLC
N/A—14,196-14,196-100%$560.2K———
Arkadios Wealth Advisors
N/A—13,933-13,933-100%$549.8K———
Mercer Global Advisors Inc
N/A—12,751-12,751-100%$503.2K———
Bank of America Corp
N/A—12,500-12,500-100%$493.3K———
MML Investors Services, LLC
N/A—11,430-11,430-100%$451.0K———
OneDigital Investment Advisors LLC
N/A—11,238-11,238-100%$443.5K———
Turner Financial Group, Inc.
N/A—10,772-10,772-100%$425.1K———
HRT Financial LP
N/A—10,207-10,207-100%$402.0K———
Stifel Financial Corp
N/A—10,031-10,031-100%$395.8K———
Bridges Investment Management Inc
N/A—9,706-9,706-100%$383.0K———
Northwestern Mutual Wealth Management Co
N/A—9,131-9,131-100%$360.3K———
Stephens Inc
N/A—9,101-9,101-100%$359.1K———
EQ LLC
N/A—8,564-8,564-100%$337.9K———
NewEdge Advisors, LLC
N/A—8,178-8,178-100%$322.7K———
Reyl & Cie S.A.
N/A—8,150-8,150-100%$309.6K———
Rockefeller Capital Management L.P.
N/A—7,531-7,531-100%$297.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,514-7,514-100%$296.5K———
Gentry Private Wealth, LLC
N/A—7,303-7,303-100%$288.2K———
Great Valley Advisor Group, Inc.
N/A—7,265-7,265-100%$286.8K———
Baird Financial Group, Inc.
N/A—7,016-7,016-100%$276.9K———
Integrated Wealth Concepts LLC
N/A—6,485-6,485-100%$255.9K———
Legacy Financial Advisors, Inc.
N/A—6,069-6,069-100%$239.5K———
Cresset Asset Management, LLC
N/A—6,004-6,004-100%$236.9K———
Hilltop Holdings Inc.
N/A—5,935-5,935-100%$234.2K———
Caprock Group, LLC
N/A—5,555-5,555-100%$219.2K———
Kingsview Wealth Management, LLC
N/A—5,409-5,409-100%$213.4K———
Medallion Wealth Advisors, LLC
N/A—4,339-4,339-100%$171.2K———
AE Wealth Management LLC
N/A—3,537-3,537-100%$139.6K———
Steward Partners Investment Advisory, LLC
N/A—3,098-3,098-100%$122.2K———
Smartleaf Asset Management LLC
N/A—3,032-3,032-100%$121.1K———
Oxford Financial Group, Ltd. LLC
N/A—2,537-2,537-100%$100.1K———
FWL Investment Management, LLC
N/A—2,381-2,381-100%$94.0K———
Bank of Montreal
N/A—2,252-2,252-100%$88.9K———
Keating Financial Advisory Services, Inc.
N/A—2,129-2,129-100%$84.0K———
BFC Planning, Inc.
N/A—1,846-1,846-100%$72.9K———
Arax Advisory Partners
N/A—1,692-1,692-100%$66.8K———
Federation des caisses Desjardins du Quebec
N/A—1,619-1,619-100%$63.8K———
BlackRock, Inc.
N/A—1,500-1,500-100%$59.2K———
BNP Paribas Financial Markets
N/A—1,491-1,491-100%$58.8K———
Copia Wealth Management
N/A—1,338-1,338-100%$52.8K———
Bleichroeder LP
N/A—1,200-1,200-100%$47.4K———
WealthCollab, LLC
N/A—1,000-1,000-100%$39.5K———
Delta Asset Management LLC
N/A—1,000-1,000-100%$39.5K———
Continuum Advisory, LLC
N/A—941-941-100%$37.1K———
Aptus Capital Advisors, LLC
N/A—761-761-100%$30.0K———
Banque Transatlantique SA
N/A—655-655-100%$25.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—610-610-100%$24.1K———
Ancora Advisors LLCA
N/A—600-600-100%$23.7K———
Kilter Group LLC
N/A—562-562-100%$22.2K———
Harbour Investments, Inc.
N/A—509-509-100%$20.1K———
Darwin Wealth Management, LLC
N/A—504-504-100%$19.9K———
Vision Retirement, LLC
N/A—423-423-100%$16.7K———
Main Management LLC
N/A—368-368-100%$15———
Global Retirement Partners, LLC
N/A—275-275-100%$10.9K———
Glen Eagle Advisors, LLC
N/A—273-273-100%$10.8K———
Aberdeen Wealth Management LLC
N/A—230-230-100%$9.1K———
Ameriflex Group, Inc.
N/A—200-200-100%$7.9K———
Frazier Financial Advisors, LLC
N/A—112-112-100%$4.4K———
Financial Life Planners
N/A—107-107-100%$4.2K———
Jones Financial Companies Lllp
N/A—105-105-100%$4.1K———
HighMark Wealth Management LLC
N/A—100-100-100%$3.9K———
Purpose Unlimited Inc.
N/A—50-50-100%$2.0K———
Geneos Wealth Management Inc.
N/A—49-49-100%$1.9K———
SHP Wealth Management
N/A—31-31-100%$1.2K———
Bessemer Group Inc
N/A—19-19-100%$1———
Roble, Belko & Company, Inc
N/A—6-6-100%$0———
Strive Financial Group,LLC
N/A—3-3-100%$118———
Huntington National Bank
N/A—1-1-100%$39———
Showing 201 of 201 institutions