IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ARK Space & Defense Innovati (ARKX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares794,547 from 1,095,923
Change-301,376 (-27%)
Value$25.3M (-$12.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares173,138 from 170,063
Change+3,075 (+2%)
Value$5.5M (-$280.0K)
Filed 2026-11-02
Quantum Private Wealth, LLC
DECREASED
Shares85,924 from 94,223
Change-8,299 (-9%)
Value$2.7M (-$473.9K)
Filed 2026-10-20
Simplicity Wealth,LLC
NEW
Shares80,245
Change+80,245
Value$2.6M
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares60,492 from 59,835
Change+657 (+1%)
Value$1.9M (-$111.9K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares54,355 from 54,649
Change-294 (-1%)
Value$1.7M (-$130.7K)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares49,508 from 74,335
Change-24,827 (-33%)
Value$1.6M (-$957.0K)
Filed 2026-10-26
Canal Insurance Co
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.3M (-$84.0K)
Filed 2026-10-20
Grandview Asset Management LLC
DECREASED
Shares33,333 from 46,953
Change-13,620 (-29%)
Value$1.1M (-$538.7K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares30,095 from 27,810
Change+2,285 (+8%)
Value$960.0K (+$11.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares29,531 from 22,024
Change+7,507 (+34%)
Value$942.0K (+$190.6K)
Filed 2026-11-02
Carlson Financial, Inc.
INCREASED
Shares29,376 from 28,721
Change+655 (+2%)
Value$937.1K (-$42.8K)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares29,175
Change+29,175
Value$930.7K
Filed 2026-11-05
Brighton Jones LLC
NEW
Shares27,041
Change+27,041
Value$862.6K
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares25,665 from 26,091
Change-426 (-2%)
Value$818.7K (-$71.5K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares23,765 from 6,521
Change+17,244 (+264%)
Value$758.1K (+$535.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares20,359 from 19,219
Change+1,140 (+6%)
Value$649.5K (-$6.3K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares17,645 from 19,338
Change-1,693 (-9%)
Value$562.9K (-$96.9K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares16,529 from 16,382
Change+147 (+1%)
Value$527.0K (-$32.0K)
Filed 2026-10-27
WJ Wealth Management, LLC
DECREASED
Shares13,911 from 73,553
Change-59,642 (-81%)
Value$443.8K (-$2.1M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares13,514 from 15,274
Change-1,760 (-12%)
Value$431.1K (-$90.1K)
Filed 2026-11-06
Moneco Advisors, LLC
DECREASED
Shares10,469 from 10,940
Change-471 (-4%)
Value$334.0K (-$39.3K)
Filed 2026-11-05
Independent Financial Group, LLC
NEW
Shares10,219
Change+10,219
Value$326.0K
Filed 2026-10-13
Elm3 Financial Group, LLC
INCREASED
Shares10,178 from 9,223
Change+955 (+10%)
Value$324.7K (+$10.0K)
Filed 2026-10-07
Gradient Investments LLC
UNCHANGED
Shares10,172 from 10,172
Change0 (0%)
Value$324.5K (-$22.6K)
Filed 2026-10-08
Oppenheimer & Co Inc
DECREASED
Shares10,152 from 12,719
Change-2,567 (-20%)
Value$323.8K (-$110.1K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares9,500 from 9,750
Change-250 (-3%)
Value$303.1K (-$29.6K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
INCREASED
Shares9,413 from 9,206
Change+207 (+2%)
Value$300.3K (-$13.8K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares8,629 from 8,737
Change-108 (-1%)
Value$275.3K (-$22.8K)
Filed 2026-10-21
Merit Financial Group, LLC
NEW
Shares7,009
Change+7,009
Value$223.6K
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares6,541 from 6,272
Change+269 (+4%)
Value$208.7K (-$5.3K)
Filed 2026-11-04
Certior Financial Group, LLC
UNCHANGED
Shares6,528 from 6,528
Change0 (0%)
Value$208.2K (-$14.5K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares5,766 from 1,581
Change+4,185 (+265%)
Value$183.9K (+$130.0K)
Filed 2026-10-28
First Premier Bank
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$131.0K (-$9.0K)
Filed 2026-10-13
Compass Financial Management LLC
NEW
Shares3,573
Change+3,573
Value$114.0K
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares2,980 from 5,404
Change-2,424 (-45%)
Value$95.2K (-$87.6K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$89.3K (-$6.2K)
Filed 2026-10-19
Powell Investment Advisors, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$84.2K (-$5.9K)
Filed 2026-10-22
Financial Management Professionals, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$79.8K (-$5.6K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
DECREASED
Shares2,459 from 2,494
Change-35 (-1%)
Value$78.4K (-$6.7K)
Filed 2026-10-23
Louisbourg Investments Inc.
INCREASED
Shares2,050 from 1,950
Change+100 (+5%)
Value$65.4K (-$1.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,824 from 1,813
Change+11 (+1%)
Value$58.2K (-$3.7K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares1,615
Change+1,615
Value$51.5K
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$48.4K (-$3.4K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares1,490 from 1,350
Change+140 (+10%)
Value$47.5K (+$1.5K)
Filed 2026-10-23
NBZ Investment Advisors LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$45.2K (-$3.1K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$39.0K (-$2.7K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$37.5K ($0)
Filed 2026-11-06
Costello Asset Management, Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$33.5K (-$2.3K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$30.0K (-$2.1K)
Filed 2026-10-06
Spire Wealth Management
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$29.3K (-$2.0K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
INCREASED
Shares863 from 400
Change+463 (+116%)
Value$27.5K (+$13.9K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$25.5K (-$1.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares749 from 30
Change+719 (+2397%)
Value$23.9K (+$22.9K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$22.7K (-$1.6K)
Filed 2026-10-26
US Bancorp \de\
NEW
Shares650
Change+650
Value$20.7K
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$14.6K (-$1.0K)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$14.1K (-$979)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$12.1K (-$844)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$9.7K (-$674)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares300
Change+300
Value$9.6K
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$8.0K (-$555)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares231
Change+231
Value$7.4K
Filed 2026-10-09
Pittenger & Anderson Inc
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$7.0K (-$484)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$6.8K (-$473)
Filed 2026-10-16
Networth Advisors, LLC
NEW
Shares136
Change+136
Value$4.4K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (-$222)
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.2K (-$222)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$2.4K (-$164)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$2.0K (-$142)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares59 from 97
Change-38 (-39%)
Value$1.9K (-$1.4K)
Filed 2026-11-06
Albion Financial Group
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.8K (-$124)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED
Shares55 from 51
Change+4 (+8%)
Value$1.8K (+$15)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares50 from 218
Change-168 (-77%)
Value$1.6K (-$5.8K)
Filed 2026-11-06
Fairscale Capital, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.5K (-$216)
Filed 2026-11-04
Paladin Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.6K (-$111)
Filed 2026-10-06
Rossby Financial, LCC
INCREASED
Shares47 from 43
Change+4 (+9%)
Value$1.5K (+$32)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.1K (-$77)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$542 (-$38)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$383 (-$26)
Filed 2026-10-01
New England Capital Financial Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$319 (-$23)
Filed 2026-11-03
Cullen T Bankers, Inc.
NEW
Shares5
Change+5
Value$160
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares4
Change+4
Value$128
Filed 2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$128 (-$9)
Filed 2026-11-05
Madden Securities Corp
NEW
Shares3
Change+3
Value$96
Filed 2026-10-27
Phillip James Consulting Co.
NEW
Shares2
Change+2
Value$64
Filed 2026-11-03
Hoertkorn Richard Charles
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$64 (-$4)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$41
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 23,866
Change-23,866 (-100%)
Value$0 (-$814.3K)
Filed 2026-10-16
Prospera Financial Services Inc
CLOSED
Shares0 from 17,046
Change-17,046 (-100%)
Value$0 (-$581.6K)
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 16,327
Change-16,327 (-100%)
Value$0 (-$569.1K)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 6,075
Change-6,075 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$67.0K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-27
Stone House Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-30
Go Invest LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$34)
Filed 2026-10-06
Jain Global LLC
N/A
Shares— from 425,368
Change-425,368 (-100%)
Value—
UBS Group AG
N/A
Shares— from 223,056
Change-223,056 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 207,509
Change-207,509 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 181,216
Change-181,216 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 144,294
Change-144,294 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,905
Change-121,905 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 107,694
Change-107,694 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 97,359
Change-97,359 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 89,108
Change-89,108 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 73,600
Change-73,600 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 66,956
Change-66,956 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 64,655
Change-64,655 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,329
Change-46,329 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,838
Change-43,838 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,121
Change-43,121 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 36,265
Change-36,265 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 36,100
Change-36,100 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,371
Change-34,371 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,588
Change-29,588 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,842
Change-27,842 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,950
Change-26,950 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 26,081
Change-26,081 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,613
Change-24,613 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,209
Change-24,209 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,146
Change-20,146 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,582
Change-16,582 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,133
Change-15,133 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,552
Change-11,552 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 671
Change-671 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 503
Change-503 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 400
Change-400 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 175
Change-175 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 117
Change-117 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 98
Change-98 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 93
Change-93 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 83
Change-83 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20
Change-20 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
DECREASED794,5471,095,923-301,376-27%$37.4M$25.3M-$12.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED173,138170,063+3,075+2%$5.8M$5.5M-$280.0K2026-11-02
Quantum Private Wealth, LLC
DECREASED85,92494,223-8,299-9%$3.2M$2.7M-$473.9K2026-10-20
Simplicity Wealth,LLC
NEW80,245—+80,245——$2.6M—2026-10-23
Commonwealth Equity Services, LLC
INCREASED60,49259,835+657+1%$2.0M$1.9M-$111.9K2026-11-02
Brookstone Capital Management
DECREASED54,35554,649-294-1%$1.9M$1.7M-$130.7K2026-10-22
Park Avenue Securities LLC
DECREASED49,50874,335-24,827-33%$2.5M$1.6M-$957.0K2026-10-26
Canal Insurance Co
UNCHANGED40,00040,00000%$1.4M$1.3M-$84.0K2026-10-20
Grandview Asset Management LLC
DECREASED33,33346,953-13,620-29%$1.6M$1.1M-$538.7K2026-10-19
Wedbush Securities Inc
INCREASED30,09527,810+2,285+8%$949.0K$960.0K+$11.0K2026-10-22
Creative Planning
INCREASED29,53122,024+7,507+34%$751.5K$942.0K+$190.6K2026-11-02
Carlson Financial, Inc.
INCREASED29,37628,721+655+2%$980.0K$937.1K-$42.8K2026-11-05
Imc-Chicago, LLC
NEW29,175—+29,175——$930.7K—2026-11-05
Brighton Jones LLC
NEW27,041—+27,041——$862.6K—2026-11-03
CoreCap Advisors, LLC
DECREASED25,66526,091-426-2%$890.2K$818.7K-$71.5K2026-10-08
Silver Grove Financial Group, Inc.
INCREASED23,7656,521+17,244+264%$222.5K$758.1K+$535.6K2026-11-05
Kestra Advisory Services, LLC
INCREASED20,35919,219+1,140+6%$655.8K$649.5K-$6.3K2026-11-02
MGO One Seven LLC
DECREASED17,64519,338-1,693-9%$659.8K$562.9K-$96.9K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED16,52916,382+147+1%$559.0K$527.0K-$32.0K2026-10-27
WJ Wealth Management, LLC
DECREASED13,91173,553-59,642-81%$2.5M$443.8K-$2.1M2026-11-03
Kestra Private Wealth Services, LLC
DECREASED13,51415,274-1,760-12%$521.1K$431.1K-$90.1K2026-11-06
Moneco Advisors, LLC
DECREASED10,46910,940-471-4%$373.3K$334.0K-$39.3K2026-11-05
Independent Financial Group, LLC
NEW10,219—+10,219——$326.0K—2026-10-13
Elm3 Financial Group, LLC
INCREASED10,1789,223+955+10%$314.7K$324.7K+$10.0K2026-10-07
Gradient Investments LLC
UNCHANGED10,17210,17200%$347.1K$324.5K-$22.6K2026-10-08
Oppenheimer & Co Inc
DECREASED10,15212,719-2,567-20%$434.0K$323.8K-$110.1K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED9,5009,750-250-3%$332.7K$303.1K-$29.6K2026-10-16
Stirlingshire Investments, Inc.
INCREASED9,4139,206+207+2%$314.1K$300.3K-$13.8K2026-11-05
Fifth Third Securities, Inc.
DECREASED8,6298,737-108-1%$298.1K$275.3K-$22.8K2026-10-21
Merit Financial Group, LLC
NEW7,009—+7,009——$223.6K—2026-11-06
Visionary Wealth Advisors
INCREASED6,5416,272+269+4%$214.0K$208.7K-$5.3K2026-11-04
Certior Financial Group, LLC
UNCHANGED6,5286,52800%$222.7K$208.2K-$14.5K2026-10-19
Buck Wealth Strategies, LLC
INCREASED5,7661,581+4,185+265%$54.0K$183.9K+$130.0K2026-10-28
First Premier Bank
UNCHANGED4,1004,10000%$140.0K$131.0K-$9.0K2026-10-13
Compass Financial Management LLC
NEW3,573—+3,573——$114.0K—2026-10-30
TD Waterhouse Canada Inc.
DECREASED2,9805,404-2,424-45%$182.8K$95.2K-$87.6K2026-10-16
Advantage Trust Co
UNCHANGED2,8002,80000%$95.5K$89.3K-$6.2K2026-10-19
Powell Investment Advisors, LLC
UNCHANGED2,6402,64000%$90.1K$84.2K-$5.9K2026-10-22
Financial Management Professionals, Inc.
UNCHANGED2,5002,50000%$85.3K$79.8K-$5.6K2026-10-23
Hilton Head Capital Partners, LLC
DECREASED2,4592,494-35-1%$85.1K$78.4K-$6.7K2026-10-23
Louisbourg Investments Inc.
INCREASED2,0501,950+100+5%$66.5K$65.4K-$1.1K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED1,8241,813+11+1%$61.9K$58.2K-$3.7K2026-11-03
Latitude Advisors, LLC
NEW1,615—+1,615——$51.5K—2026-10-27
Toth Financial Advisory Corp
UNCHANGED1,5171,51700%$51.8K$48.4K-$3.4K2026-10-08
Signaturefd, LLC
INCREASED1,4901,350+140+10%$46.1K$47.5K+$1.5K2026-10-23
NBZ Investment Advisors LLC
UNCHANGED1,4161,41600%$48.3K$45.2K-$3.1K2026-10-30
Parallel Advisors, LLC
UNCHANGED1,2231,22300%$41.7K$39.0K-$2.7K2026-11-03
Allworth Financial LP
UNCHANGED1,1001,10000%$37.5K$37.5K$02026-11-06
Costello Asset Management, Inc
UNCHANGED1,0501,05000%$35.8K$33.5K-$2.3K2026-10-30
Bank of New Hampshire
UNCHANGED94194100%$32.1K$30.0K-$2.1K2026-10-06
Spire Wealth Management
UNCHANGED91791700%$31.3K$29.3K-$2.0K2026-10-30
Flagship Wealth Advisors, LLC
INCREASED863400+463+116%$13.6K$27.5K+$13.9K2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED80080000%$27.3K$25.5K-$1.7K2026-10-28
Farther Finance Advisors, LLC
INCREASED74930+719+2397%$1.0K$23.9K+$22.9K2026-10-08
Lanark Financial, Inc.
UNCHANGED71271200%$24.3K$22.7K-$1.6K2026-10-26
US Bancorp \de\
NEW650—+650——$20.7K—2026-11-05
Smallwood Wealth Investment Management, LLC
UNCHANGED45945900%$15.7K$14.6K-$1.0K2026-10-30
Golden State Wealth Management, LLC
UNCHANGED44144100%$15.0K$14.1K-$9792026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED38038000%$13.0K$12.1K-$8442026-10-23
Fifth Third Bancorp
UNCHANGED30430400%$10.4K$9.7K-$6742026-11-05
Nova Financial LLC
NEW300—+300——$9.6K—2026-11-04
Hurley Capital, LLC
UNCHANGED25025000%$8.5K$8.0K-$5552026-11-05
GK Wealth Management LLC
NEW231—+231——$7.4K—2026-10-09
Pittenger & Anderson Inc
UNCHANGED21821800%$7.4K$7.0K-$4842026-11-02
IFP Advisors, Inc
UNCHANGED21321300%$7.3K$6.8K-$4732026-10-16
Networth Advisors, LLC
NEW136—+136——$4.4K—2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED10010000%$3.4K$3.2K-$2222026-10-27
Assetmark, Inc
UNCHANGED10010000%$3.4K$3.2K-$2222026-10-21
Archer Investment Corp
UNCHANGED747400%$2.5K$2.4K-$1642026-11-05
Activest Wealth Management
UNCHANGED646400%$2.2K$2.0K-$1422026-10-15
PNC Financial Services Group, Inc.
DECREASED5997-38-39%$3.3K$1.9K-$1.4K2026-11-06
Albion Financial Group
UNCHANGED565600%$1.9K$1.8K-$1242026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED5551+4+8%$1.7K$1.8K+$152026-10-29
Russell Investments Group, Ltd.
DECREASED50218-168-77%$7.4K$1.6K-$5.8K2026-11-06
Fairscale Capital, LLC
UNCHANGED505000%$1.7K$1.5K-$2162026-11-04
Paladin Partners, LLC
UNCHANGED505000%$1.7K$1.6K-$1112026-10-06
Rossby Financial, LCC
INCREASED4743+4+9%$1.5K$1.5K+$322026-11-05
Horrell Capital Management, Inc.
UNCHANGED353500%$1.2K$1.1K-$772026-10-08
Concord Wealth Partners
UNCHANGED171700%$580$542-$382026-11-02
Noble Wealth Management PBC
UNCHANGED121200%$409$383-$262026-10-01
New England Capital Financial Advisors LLC
UNCHANGED101000%$342$319-$232026-11-03
Cullen T Bankers, Inc.
NEW5—+5——$160—2026-10-28
Next Level Wealth Planning, LLC
NEW4—+4——$128—2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED4400%$137$128-$92026-11-05
Madden Securities Corp
NEW3—+3——$96—2026-10-27
Phillip James Consulting Co.
NEW2—+2——$64—2026-11-03
Hoertkorn Richard Charles
UNCHANGED2200%$68$64-$42026-11-04
Blue Trust, Inc.
NEW1—+1——$41—2026-10-15
McKinley Carter Wealth Services, Inc.
CLOSED023,866-23,866-100%$814.3K$0-$814.3K2026-10-16
Prospera Financial Services Inc
CLOSED017,046-17,046-100%$581.6K$0-$581.6K2026-11-04
StoneX Group Inc.
CLOSED016,327-16,327-100%$569.1K$0-$569.1K2026-11-03
Inscription Capital, LLC
CLOSED06,075-6,075-100%$207.3K$0-$207.3K2026-11-02
Union Bancaire Privee, UBP SA
CLOSED02,500-2,500-100%$67.0K$0-$67.0K2026-11-04
MassMutual Private Wealth & Trust, FSB
CLOSED0900-900-100%$30.7K$0-$30.7K2026-10-05
EverSource Wealth Advisors, LLC
CLOSED0500-500-100%$17.1K$0-$17.1K2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED0313-313-100%$10.7K$0-$10.7K2026-10-27
Stone House Investment Management, LLC
CLOSED0200-200-100%$6.8K$0-$6.8K2026-10-23
Capital Investment Advisory Services, LLC
CLOSED075-75-100%$2.6K$0-$2.6K2026-10-30
Go Invest LLC
CLOSED056-56-100%$1.9K$0-$1.9K2026-10-09
Central Pacific Bank - Trust Division
CLOSED01-1-100%$34$0-$342026-10-06
Jain Global LLC
N/A—425,368-425,368-100%$14.5M———
UBS Group AG
N/A—223,056-223,056-100%$7.6M———
Royal Bank of Canada
N/A—207,509-207,509-100%$7.1M———
GTS Securities LLC
N/A—181,216-181,216-100%$6.2M———
Raymond James Financial Inc
N/A—144,294-144,294-100%$4.9M———
Osaic Holdings, Inc.
N/A—121,905-121,905-100%$4.2M———
Envestnet Asset Management Inc
N/A—107,694-107,694-100%$3.7M———
Sequent Planning LLC
N/A—97,359-97,359-100%$3.3M———
Financial Sense Advisors, Inc.
N/A—89,108-89,108-100%$3.0M———
O'Connor Alternative Investments LLC
N/A—73,600-73,600-100%$2.5M———
Susquehanna International Group, LLP
N/A—66,956-66,956-100%$2.3M———
Morgan Stanley
N/A—64,655-64,655-100%$2.2M———
JPMorgan Chase & Co
N/A—46,329-46,329-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—43,838-43,838-100%$1.5M———
NewEdge Advisors, LLC
N/A—43,121-43,121-100%$1.5M———
Marshall Investment Management, LLC
N/A—36,265-36,265-100%$1.2M———
Renaissance Technologies LLC
N/A—36,100-36,100-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—34,371-34,371-100%$1.2M———
Stifel Financial Corp
N/A—29,588-29,588-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—27,842-27,842-100%$950.0K———
Private Advisor Group, LLC
N/A—26,950-26,950-100%$919.5K———
SCS Capital Management LLC
N/A—26,081-26,081-100%$889.9K———
Cetera Investment Advisers
N/A—24,613-24,613-100%$839.8K———
PFG Investments, LLC
N/A—24,209-24,209-100%$826.0K———
Goldman Sachs Group Inc
N/A—20,553-20,553-100%$701.3K———
Beacon Pointe Advisors, LLC
N/A—20,146-20,146-100%$687.4K———
Stratos Wealth Partners, Ltd.
N/A—18,189-18,189-100%$620.6K———
Sanctuary Advisors, LLC
N/A—16,582-16,582-100%$565.8K———
Turner Financial Group, Inc.
N/A—15,958-15,958-100%$544.5K———
Equitable Holdings, Inc.
N/A—15,133-15,133-100%$516.3K———
Advyzon Investment Management, LLC
N/A—11,552-11,552-100%$394.2K———
MML Investors Services, LLC
N/A—10,959-10,959-100%$373.9K———
WCG Wealth Advisors LLC
N/A—10,389-10,389-100%$354.5K———
Janney Montgomery Scott LLC
N/A—10,104-10,104-100%$345.0K———
Bank of America Corp
N/A—9,729-9,729-100%$332.0K———
World Investment Advisors
N/A—9,606-9,606-100%$282.4K———
Mariner, LLC
N/A—8,685-8,685-100%$296.3K———
Northern Trust Corp
N/A—8,571-8,571-100%$292.4K———
Harvest Fund Management Co., Ltd
N/A—8,000-8,000-100%$273.0K———
HighTower Advisors, LLC
N/A—7,494-7,494-100%$255.7K———
Captrust Financial Advisors
N/A—7,396-7,396-100%$252.4K———
Wiser Advisor Group LLC
N/A—6,691-6,691-100%$228.3K———
Arkadios Wealth Advisors
N/A—6,298-6,298-100%$214.9K———
Focus Partners Wealth
N/A—6,171-6,171-100%$210.6K———
Rockefeller Capital Management L.P.
N/A—5,174-5,174-100%$176.5K———
Family Manage LLC
N/A—5,000-5,000-100%$170.6K———
Global Retirement Partners, LLC
N/A—4,242-4,242-100%$144.7K———
Advisory Services Network, LLC
N/A—4,114-4,114-100%$140.4K———
Wells Fargo & Company
N/A—3,445-3,445-100%$117.5K———
Allied Private Wealth LLC
N/A—2,921-2,921-100%$94.3K———
Ankerstar Wealth, LLC
N/A—2,847-2,847-100%$97.1K———
IFG Advisory, LLC
N/A—2,521-2,521-100%$86.0K———
Quent Capital, LLC
N/A—2,475-2,475-100%$84.4K———
AE Wealth Management LLC
N/A—2,418-2,418-100%$82.5K———
Franklin Resources Inc
N/A—2,000-2,000-100%$68.2K———
Consultiva Wealth Management, Corp.
N/A—1,800-1,800-100%$61.4K———
National Bank of Canada
N/A—1,756-1,756-100%$59.9K———
BlackRock, Inc.
N/A—1,500-1,500-100%$51.2K———
Mcguire Capital Advisors Inc
N/A—1,495-1,495-100%$51.0K———
Bank of Montreal
N/A—1,375-1,375-100%$46.9K———
Hantz Financial Services, Inc.
N/A—1,313-1,313-100%$45.0K———
SHP Wealth Management
N/A—1,000-1,000-100%$34.1K———
Boreal Capital Management LLC
N/A—913-913-100%$31.2K———
Huntington National Bank
N/A—671-671-100%$22.9K———
Geneos Wealth Management Inc.
N/A—660-660-100%$22.5K———
Harbour Investments, Inc.
N/A—570-570-100%$19.4K———
Aptus Capital Advisors, LLC
N/A—530-530-100%$18.1K———
Medallion Wealth Advisors, LLC
N/A—528-528-100%$18.0K———
Arax Advisory Partners
N/A—503-503-100%$17.2K———
Private Wealth Asset Management, LLC
N/A—480-480-100%$16.4K———
Colonial Trust Advisors
N/A—400-400-100%$13.6K———
Fourth Dimension Wealth, LLC
N/A—300-300-100%$10.2K———
Vision Retirement, LLC
N/A—269-269-100%$9.2K———
Continuum Advisory, LLC
N/A—223-223-100%$7.6K———
Kerr Financial Planning Corp
N/A—175-175-100%$6.0K———
Brown Brothers Harriman & Co
N/A—150-150-100%$5.1K———
1 North Wealth Services LLC
N/A—142-142-100%$4.8K———
Tower Research Capital LLC (TRC)
N/A—117-117-100%$4.0K———
BFC Planning, Inc.
N/A—100-100-100%$3.4K———
Sachetta, LLC
N/A—100-100-100%$3.4K———
Ancora Advisors LLCA
N/A—98-98-100%$3.3K———
ST Germain D J Co Inc
N/A—93-93-100%$3.2K———
Fiduciary Financial Advisors
N/A—83-83-100%$2.8K———
Strive Financial Group,LLC
N/A—81-81-100%$2.8K———
Bessemer Group Inc
N/A—49-49-100%$2———
Federation des caisses Desjardins du Quebec
N/A—20-20-100%$682———
Copia Wealth Management
N/A—20-20-100%$682———
Roble, Belko & Company, Inc
N/A—3-3-100%$0———
Showing 188 of 188 institutions