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Alliance Resource Partners (ARLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares2,123,618 from 1,096,756
Change+1,026,862 (+94%)
Value$51.6M (+$25.3M)
Filed 2026-11-04
Magnolia Group, LLC
DECREASED
Shares769,713 from 1,262,583
Change-492,870 (-39%)
Value$18.7M (-$11.6M)
Filed 2026-11-05
Vista Investment Partners LLC
UNCHANGED
Shares363,672 from 363,672
Change0 (0%)
Value$8.8M (+$112.7K)
Filed 2026-10-08
Natixis
INCREASED
Shares276,800 from 156,500
Change+120,300 (+77%)
Value$6.7M (+$3.0M)
Filed 2026-11-06
Adams Asset Advisors, LLC
INCREASED
Shares264,797 from 259,013
Change+5,784 (+2%)
Value$6.4M (+$220.8K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
INCREASED
Shares215,350 from 203,431
Change+11,919 (+6%)
Value$5.2M (+$352.6K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares213,200 from 213,200
Change0 (0%)
Value$5.2M (+$66.1K)
Filed 2026-10-30
Keybank National Association
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$4.9M (+$62.0K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares142,141 from 111,178
Change+30,963 (+28%)
Value$3.5M (+$786.6K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares136,414 from 128,249
Change+8,165 (+6%)
Value$3.3M (+$238.1K)
Filed 2026-11-06
Tweedy, Browne Co LLC
INCREASED
Shares126,368 from 111,658
Change+14,710 (+13%)
Value$3.1M (+$391.9K)
Filed 2026-11-04
GraniteShares Advisors LLC
INCREASED
Shares121,523 from 119,645
Change+1,878 (+2%)
Value$3.0M (+$82.7K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares86,017 from 88,327
Change-2,310 (-3%)
Value$2.1M (-$28.7K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares82,751 from 33,827
Change+48,924 (+145%)
Value$2.0M (+$1.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares82,031 from 82,952
Change-921 (-1%)
Value$2.0M (+$3.4K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares78,440 from 51,290
Change+27,150 (+53%)
Value$1.9M (+$675.4K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED
Shares77,859 from 76,849
Change+1,010 (+1%)
Value$1.9M (+$48.4K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares61,111 from 57,740
Change+3,371 (+6%)
Value$1.5M (+$99.8K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED
Shares55,794 from 56,000
Change-206 (0%)
Value$1.4M (+$12.4K)
Filed 2026-10-19
Bokf, NA
DECREASED
Shares54,279 from 54,446
Change-167 (0%)
Value$1.3M (+$12.8K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares44,554 from 43,090
Change+1,464 (+3%)
Value$1.1M (+$48.9K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares44,264 from 43,652
Change+612 (+1%)
Value$1.1M (+$28.4K)
Filed 2026-11-02
Cowa, LLC
UNCHANGED
Shares33,558 from 33,558
Change0 (0%)
Value$815.1K (+$10.4K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares31,631 from 31,180
Change+451 (+1%)
Value$768.0K (+$20.0K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares27,761 from 27,193
Change+568 (+2%)
Value$674.3K (+$22.2K)
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares27,193 from 27,193
Change0 (0%)
Value$660.5K (+$8.4K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares25,610 from 23,813
Change+1,797 (+8%)
Value$622.1K (+$51.0K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares25,101 from 25,063
Change+38 (+0%)
Value$609.7K (+$8.7K)
Filed 2026-11-05
Capstone Wealth Management, LLC
NEW
Shares24,920
Change+24,920
Value$605.3K
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares23,021 from 23,763
Change-742 (-3%)
Value$559.2K (-$10.7K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
INCREASED
Shares22,836 from 16,776
Change+6,060 (+36%)
Value$554.7K (+$152.4K)
Filed 2026-10-09
Pathway Financial Advisers, LLC
INCREASED
Shares22,681 from 19,550
Change+3,131 (+16%)
Value$550.9K (+$82.1K)
Filed 2026-10-27
Community Trust & Investment Co
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$510.1K (+$6.5K)
Filed 2026-10-15
Abel Hall, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$485.8K (+$6.2K)
Filed 2026-10-19
Security National Bank
UNCHANGED
Shares15,931 from 15,931
Change0 (0%)
Value$387.0K (+$4.9K)
Filed 2026-10-26
CWA Asset Management Group, LLC
INCREASED
Shares13,319 from 12,361
Change+958 (+8%)
Value$323.5K (+$27.1K)
Filed 2026-10-19
US Bancorp \de\
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$315.8K (+$4.0K)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares12,612 from 12,612
Change0 (0%)
Value$306.3K (+$3.9K)
Filed 2026-11-06
Doliver Advisors, LP
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$291.5K (+$3.7K)
Filed 2026-10-01
Founders Financial Securities LLC
INCREASED
Shares11,990 from 11,749
Change+241 (+2%)
Value$291.2K (+$9.5K)
Filed 2026-10-28
Counterpoint Mutual Funds LLC
NEW
Shares11,244
Change+11,244
Value$273.1K
Filed 2026-10-16
Aull & Monroe Investment Management Corp
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$259.9K (+$3.3K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares10,609 from 4,049
Change+6,560 (+162%)
Value$257.7K (+$160.6K)
Filed 2026-10-16
Legacy Financial Group, Inc.
UNCHANGED
Shares10,595 from 10,595
Change0 (0%)
Value$257.4K (+$3.3K)
Filed 2026-10-21
Arrow Investment Advisors, LLC
INCREASED
Shares9,912 from 8,431
Change+1,481 (+18%)
Value$240.8K (+$38.6K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares9,776 from 8,527
Change+1,249 (+15%)
Value$237.5K (+$33.0K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares9,050 from 7,737
Change+1,313 (+17%)
Value$219.8K (+$34.3K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares8,316
Change+8,316
Value$209.4K
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares7,330 from 4,999
Change+2,331 (+47%)
Value$178.0K (+$58.2K)
Filed 2026-11-06
PFS Partners, LLC
INCREASED
Shares5,155 from 5,038
Change+117 (+2%)
Value$125.2K (+$4.4K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares3,101 from 3,031
Change+70 (+2%)
Value$75.3K (+$2.7K)
Filed 2026-11-04
State of Wyoming
NEW
Shares2,691
Change+2,691
Value$65.4K
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares2,686 from 3,146
Change-460 (-15%)
Value$65.2K (-$10.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$53.9K (+$687)
Filed 2026-10-08
First United Bank & Trust
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$53.4K (+$682)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares2,001 from 1
Change+2,000 (+200000%)
Value$48.6K (+$48.6K)
Filed 2026-11-05
Madden Securities Corp
NEW
Shares2,000
Change+2,000
Value$48.6K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$48.0K ($0)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$43.7K (+$558)
Filed 2026-10-14
Financial Management Professionals, Inc.
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$43.1K (+$549)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
DECREASED
Shares1,300 from 7,500
Change-6,200 (-83%)
Value$31.6K (-$148.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares1,050 from 1,026
Change+24 (+2%)
Value$25.5K (+$898)
Filed 2026-11-04
Towne Trust Company, N.a
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.3K (+$310)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares899
Change+899
Value$22.0K
Filed 2026-10-14
Avion Wealth
INCREASED
Shares512 from 500
Change+12 (+2%)
Value$12 (+$1)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares350 from 703
Change-353 (-50%)
Value$8.5K (-$8.4K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares331 from 323
Change+8 (+2%)
Value$8.1K (+$381)
Filed 2026-10-09
City State Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.3K (+$93)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares250
Change+250
Value$6.4K
Filed 2026-10-26
Bayban
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.8K ($0)
Filed 2026-11-05
Planning Strategies Inc.
DECREASED
Shares100 from 215
Change-115 (-53%)
Value$2.4K (-$2.7K)
Filed 2026-10-02
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$31)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$1.2K
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$996 (+$13)
Filed 2026-11-06
Mountain Hill Investment Partners Corp.
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$628 (+$22)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$243 (+$3)
Filed 2026-10-23
Cushing Asset Management, LP dba NXG Investment Management
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-26
Autumn Glory Partners, LLC
CLOSED
Shares0 from 26,000
Change-26,000 (-100%)
Value$0 (-$623.5K)
Filed 2026-10-26
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$479.6K)
Filed 2026-10-29
MGO One Seven LLC
CLOSED
Shares0 from 12,310
Change-12,310 (-100%)
Value$0 (-$295.2K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 2,614
Change-2,614 (-100%)
Value$0 (-$62.7K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-13
Axiom Investment Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$12.0K)
Filed 2026-11-03
Independence Bank of Kentucky
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 3,411,513
Change-3,411,513 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 3,248,264
Change-3,248,264 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,178,592
Change-1,178,592 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,044,641
Change-1,044,641 (-100%)
Value—
ING Groep NV
N/A
Shares— from 556,000
Change-556,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 507,215
Change-507,215 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 427,019
Change-427,019 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 328,974
Change-328,974 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 280,297
Change-280,297 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 254,369
Change-254,369 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 215,467
Change-215,467 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 189,500
Change-189,500 (-100%)
Value—
Miller Value Partners, LLC
N/A
Shares— from 186,981
Change-186,981 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 173,893
Change-173,893 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 173,831
Change-173,831 (-100%)
Value—
Orvieto Partners, L.P.
N/A
Shares— from 149,064
Change-149,064 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 134,854
Change-134,854 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 128,211
Change-128,211 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 121,790
Change-121,790 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 120,451
Change-120,451 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 98,126
Change-98,126 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 96,570
Change-96,570 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 82,273
Change-82,273 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 75,700
Change-75,700 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 56,864
Change-56,864 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,522
Change-54,522 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 46,821
Change-46,821 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 45,962
Change-45,962 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 43,600
Change-43,600 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 39,541
Change-39,541 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,775
Change-38,775 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,399
Change-36,399 (-100%)
Value—
KIM, LLC
N/A
Shares— from 34,535
Change-34,535 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 32,112
Change-32,112 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,807
Change-29,807 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,070
Change-29,070 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 27,311
Change-27,311 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 25,293
Change-25,293 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,923
Change-20,923 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 19,801
Change-19,801 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 18,043
Change-18,043 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,179
Change-14,179 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 14,093
Change-14,093 (-100%)
Value—
Cygnus Capital Advisors, LLC
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,792
Change-11,792 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
&partners
N/A
Shares— from 11,523
Change-11,523 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 7,999
Change-7,999 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 6,120
Change-6,120 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 900
Change-900 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 648
Change-648 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 403
Change-403 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 301
Change-301 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED2,123,6181,096,756+1,026,862+94%$26.3M$51.6M+$25.3M2026-11-04
Magnolia Group, LLC
DECREASED769,7131,262,583-492,870-39%$30.3M$18.7M-$11.6M2026-11-05
Vista Investment Partners LLC
UNCHANGED363,672363,67200%$8.7M$8.8M+$112.7K2026-10-08
Natixis
INCREASED276,800156,500+120,300+77%$3.8M$6.7M+$3.0M2026-11-06
Adams Asset Advisors, LLC
INCREASED264,797259,013+5,784+2%$6.2M$6.4M+$220.8K2026-10-08
Exchange Traded Concepts, LLC
INCREASED215,350203,431+11,919+6%$4.9M$5.2M+$352.6K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED213,200213,20000%$5.1M$5.2M+$66.1K2026-10-30
Keybank National Association
UNCHANGED200,000200,00000%$4.8M$4.9M+$62.0K2026-11-04
Crescent Grove Advisors, LLC
INCREASED142,141111,178+30,963+28%$2.7M$3.5M+$786.6K2026-10-21
LPL Financial LLC
INCREASED136,414128,249+8,165+6%$3.1M$3.3M+$238.1K2026-11-06
Tweedy, Browne Co LLC
INCREASED126,368111,658+14,710+13%$2.7M$3.1M+$391.9K2026-11-04
GraniteShares Advisors LLC
INCREASED121,523119,645+1,878+2%$2.9M$3.0M+$82.7K2026-10-29
Creative Planning
DECREASED86,01788,327-2,310-3%$2.1M$2.1M-$28.7K2026-11-02
Barclays PLC
INCREASED82,75133,827+48,924+145%$811.2K$2.0M+$1.2M2026-11-06
Commonwealth Equity Services, LLC
DECREASED82,03182,952-921-1%$2.0M$2.0M+$3.4K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED78,44051,290+27,150+53%$1.2M$1.9M+$675.4K2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED77,85976,849+1,010+1%$1.8M$1.9M+$48.4K2026-11-02
SteelPeak Wealth, LLC
INCREASED61,11157,740+3,371+6%$1.4M$1.5M+$99.8K2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED55,79456,000-2060%$1.3M$1.4M+$12.4K2026-10-19
Bokf, NA
DECREASED54,27954,446-1670%$1.3M$1.3M+$12.8K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED44,55443,090+1,464+3%$1.0M$1.1M+$48.9K2026-10-16
Kestra Advisory Services, LLC
INCREASED44,26443,652+612+1%$1.0M$1.1M+$28.4K2026-11-02
Cowa, LLC
UNCHANGED33,55833,55800%$804.7K$815.1K+$10.4K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED31,63131,180+451+1%$748.0K$768.0K+$20.0K2026-11-02
BCS Wealth Management
INCREASED27,76127,193+568+2%$652.1K$674.3K+$22.2K2026-11-03
AlphaCore Capital LLC
UNCHANGED27,19327,19300%$652.1K$660.5K+$8.4K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED25,61023,813+1,797+8%$571.0K$622.1K+$51.0K2026-11-05
Meridian Wealth Management, LLC
INCREASED25,10125,063+38+0%$601.0K$609.7K+$8.7K2026-11-05
Capstone Wealth Management, LLC
NEW24,920—+24,920——$605.3K—2026-11-02
Formidable Asset Management, LLC
DECREASED23,02123,763-742-3%$569.8K$559.2K-$10.7K2026-11-03
Cadent Capital Advisors, LLC
INCREASED22,83616,776+6,060+36%$402.3K$554.7K+$152.4K2026-10-09
Pathway Financial Advisers, LLC
INCREASED22,68119,550+3,131+16%$468.8K$550.9K+$82.1K2026-10-27
Community Trust & Investment Co
UNCHANGED21,00021,00000%$503.6K$510.1K+$6.5K2026-10-15
Abel Hall, LLC
UNCHANGED20,00020,00000%$479.6K$485.8K+$6.2K2026-10-19
Security National Bank
UNCHANGED15,93115,93100%$382.0K$387.0K+$4.9K2026-10-26
CWA Asset Management Group, LLC
INCREASED13,31912,361+958+8%$296.4K$323.5K+$27.1K2026-10-19
US Bancorp \de\
UNCHANGED13,00013,00000%$311.7K$315.8K+$4.0K2026-11-05
Clearstead Advisors, LLC
UNCHANGED12,61212,61200%$302.4K$306.3K+$3.9K2026-11-06
Doliver Advisors, LP
UNCHANGED12,00012,00000%$287.8K$291.5K+$3.7K2026-10-01
Founders Financial Securities LLC
INCREASED11,99011,749+241+2%$281.7K$291.2K+$9.5K2026-10-28
Counterpoint Mutual Funds LLC
NEW11,244—+11,244——$273.1K—2026-10-16
Aull & Monroe Investment Management Corp
UNCHANGED10,70010,70000%$256.6K$259.9K+$3.3K2026-10-16
IFP Advisors, Inc
INCREASED10,6094,049+6,560+162%$97.1K$257.7K+$160.6K2026-10-16
Legacy Financial Group, Inc.
UNCHANGED10,59510,59500%$254.1K$257.4K+$3.3K2026-10-21
Arrow Investment Advisors, LLC
INCREASED9,9128,431+1,481+18%$202.2K$240.8K+$38.6K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED9,7768,527+1,249+15%$204.5K$237.5K+$33.0K2026-10-29
Citigroup Inc
INCREASED9,0507,737+1,313+17%$185.5K$219.8K+$34.3K2026-11-04
StoneX Group Inc.
NEW8,316—+8,316——$209.4K—2026-11-03
PNC Financial Services Group, Inc.
INCREASED7,3304,999+2,331+47%$119.9K$178.0K+$58.2K2026-11-06
PFS Partners, LLC
INCREASED5,1555,038+117+2%$120.8K$125.2K+$4.4K2026-10-21
Creative Financial Designs Inc
INCREASED3,1013,031+70+2%$72.7K$75.3K+$2.7K2026-11-04
State of Wyoming
NEW2,691—+2,691——$65.4K—2026-10-28
Kelleher Financial Advisors
DECREASED2,6863,146-460-15%$75.4K$65.2K-$10.2K2026-10-30
Farther Finance Advisors, LLC
UNCHANGED2,2172,21700%$53.2K$53.9K+$6872026-10-08
First United Bank & Trust
UNCHANGED2,2002,20000%$52.8K$53.4K+$6822026-10-22
Larson Financial Group LLC
INCREASED2,0011+2,000+200000%$21$48.6K+$48.6K2026-11-05
Madden Securities Corp
NEW2,000—+2,000——$48.6K—2026-10-27
Allworth Financial LP
UNCHANGED2,0002,00000%$48.0K$48.0K$02026-11-06
Triumph Capital Management
UNCHANGED1,8001,80000%$43.2K$43.7K+$5582026-10-14
Financial Management Professionals, Inc.
UNCHANGED1,7731,77300%$42.5K$43.1K+$5492026-10-23
Trifecta Capital Advisors, LLC
DECREASED1,3007,500-6,200-83%$179.9K$31.6K-$148.3K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED1,0501,026+24+2%$24.6K$25.5K+$8982026-11-04
Towne Trust Company, N.a
UNCHANGED1,0001,00000%$24.0K$24.3K+$3102026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW899—+899——$22.0K—2026-10-14
Avion Wealth
INCREASED512500+12+2%$11$12+$12026-11-04
Parallel Advisors, LLC
DECREASED350703-353-50%$16.9K$8.5K-$8.4K2026-11-03
Bullock Wealth Management Group
INCREASED331323+8+2%$7.7K$8.1K+$3812026-10-09
City State Bank
UNCHANGED30030000%$7.2K$7.3K+$932026-10-20
Transce3nd, LLC
NEW250—+250——$6.4K—2026-10-26
Bayban
UNCHANGED20020000%$4.8K$4.8K$02026-11-05
Planning Strategies Inc.
DECREASED100215-115-53%$5.2K$2.4K-$2.7K2026-10-02
Financial Consulate, Inc
UNCHANGED10010000%$2.4K$2.4K+$312026-10-23
Ascentis Independent Advisors
NEW50—+50——$1.2K—2026-11-03
Russell Investments Group, Ltd.
UNCHANGED414100%$983$996+$132026-11-06
Mountain Hill Investment Partners Corp.
INCREASED2625+1+4%$606$628+$222026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$240$243+$32026-10-23
Cushing Asset Management, LP dba NXG Investment Management
CLOSED0150,000-150,000-100%$3.6M$0-$3.6M2026-10-26
Autumn Glory Partners, LLC
CLOSED026,000-26,000-100%$623.5K$0-$623.5K2026-10-26
Sumitomo Mitsui Trust Group, Inc.
CLOSED020,000-20,000-100%$479.6K$0-$479.6K2026-10-29
MGO One Seven LLC
CLOSED012,310-12,310-100%$295.2K$0-$295.2K2026-10-28
MCF Advisors LLC
CLOSED02,614-2,614-100%$62.7K$0-$62.7K2026-10-28
Founders Capital Management
CLOSED0700-700-100%$16.8K$0-$16.8K2026-10-13
Axiom Investment Management LLC
CLOSED0500-500-100%$12.0K$0-$12.0K2026-11-03
Independence Bank of Kentucky
CLOSED0175-175-100%$4.2K$0-$4.2K2026-10-26
Morgan Stanley
N/A—3,411,513-3,411,513-100%$81.8M———
Progeny 3, Inc.
N/A—3,248,264-3,248,264-100%$77.9M———
Atlanta Consulting Group Advisors, LLC
N/A—1,178,592-1,178,592-100%$28.3M———
Energy Income Partners, LLC
N/A—1,044,641-1,044,641-100%$25.1M———
ING Groep NV
N/A—556,000-556,000-100%$13.3M———
Raymond James Financial Inc
N/A—507,215-507,215-100%$12.2M———
Invesco Ltd.
N/A—427,019-427,019-100%$10.2M———
Goldman Sachs Group Inc
N/A—328,974-328,974-100%$7.9M———
Fairbanks Capital Management, Inc.
N/A—280,297-280,297-100%$6.7M———
Mercer Global Advisors Inc
N/A—254,369-254,369-100%$6.1M———
Bank of America Corp
N/A—215,467-215,467-100%$5.2M———
Mizuho Markets Americas LLC
N/A—189,500-189,500-100%$4.5M———
Miller Value Partners, LLC
N/A—186,981-186,981-100%$4.5M———
Bienville Capital Management, LLC
N/A—173,893-173,893-100%$4.2M———
First Trust Advisors LP
N/A—173,831-173,831-100%$4.2M———
Orvieto Partners, L.P.
N/A—149,064-149,064-100%$3.6M———
HRT Financial LP
N/A—134,854-134,854-100%$3.2M———
Pinnacle Holdings, LLC
N/A—128,211-128,211-100%$3.1M———
Geode Capital Management, LLC
N/A—121,790-121,790-100%$2.9M———
Horizon Kinetics Asset Management LLC
N/A—120,451-120,451-100%$2.9M———
Capital Advisors Inc
N/A—98,126-98,126-100%$2.4M———
HighTower Advisors, LLC
N/A—96,570-96,570-100%$2.3M———
Arax Advisory Partners
N/A—82,273-82,273-100%$2.0M———
NFC Investments, LLC
N/A—75,700-75,700-100%$1.8M———
Tidal Investments LLC
N/A—56,864-56,864-100%$1.4M———
Cetera Investment Advisers
N/A—54,522-54,522-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—46,821-46,821-100%$1.1M———
BlackRock, Inc.
N/A—45,962-45,962-100%$1.1M———
Orion Investment Co
N/A—43,600-43,600-100%$1.0M———
Bramshill Investments, LLC
N/A—39,541-39,541-100%$948.2K———
Mariner, LLC
N/A—38,775-38,775-100%$929.8K———
JPMorgan Chase & Co
N/A—36,399-36,399-100%$873.2K———
KIM, LLC
N/A—34,535-34,535-100%$828.1K———
Gabelli Funds LLC
N/A—32,200-32,200-100%$772.2K———
Jaffetilchin Investment Partners, LLC
N/A—32,112-32,112-100%$770.0K———
RiverFront Investment Group, LLC
N/A—32,000-32,000-100%$767.4K———
Stifel Financial Corp
N/A—29,807-29,807-100%$714.8K———
Royal Bank of Canada
N/A—29,070-29,070-100%$697.0K———
BNP Paribas Financial Markets
N/A—27,311-27,311-100%$654.9K———
Wells Fargo & Company
N/A—25,590-25,590-100%$613.7K———
American Financial Group Inc
N/A—25,500-25,500-100%$611.5K———
Intrust Bank NA
N/A—25,293-25,293-100%$606.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—20,966-20,966-100%$502.8K———
Captrust Financial Advisors
N/A—20,923-20,923-100%$501.7K———
Parvin Asset Management, LLC
N/A—20,500-20,500-100%$491.6K———
Glenmede Trust Co NA
N/A—20,200-20,200-100%$484.4K———
Fort Sheridan Advisors LLC
N/A—19,801-19,801-100%$474.8K———
UBS Group AG
N/A—19,737-19,737-100%$473.3K———
GSA Capital Partners LLP
N/A—18,043-18,043-100%$433.0K———
Focus Partners Wealth
N/A—17,814-17,814-100%$427.2K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—17,000-17,000-100%$407.7K———
Commerce Bank
N/A—14,179-14,179-100%$340.0K———
Neuberger Berman Group LLC
N/A—14,093-14,093-100%$338.0K———
Cygnus Capital Advisors, LLC
N/A—13,374-13,374-100%$321.0K———
Ameriprise Financial Inc
N/A—13,048-13,048-100%$312.9K———
Osaic Holdings, Inc.
N/A—12,001-12,001-100%$287.8K———
Howe & Rusling Inc
N/A—12,000-12,000-100%$287.8K———
M&T Bank Corp
N/A—11,965-11,965-100%$286.9K———
Jackson Thornton Wealth Management, LLC
N/A—11,816-11,816-100%$283.3K———
AQR Capital Management LLC
N/A—11,816-11,816-100%$283.3K———
Jones Financial Companies Lllp
N/A—11,792-11,792-100%$288.7K———
Oxbow Advisors, LLC
N/A—11,695-11,695-100%$280.4K———
Texas Yale Capital Corp.
N/A—11,677-11,677-100%$280.0K———
&partners
N/A—11,523-11,523-100%$276.3K———
Traub Capital Management LLC
N/A—10,490-10,490-100%$251.6K———
Simmons Bank
N/A—10,375-10,375-100%$248.8K———
Dakota Wealth Management
N/A—10,048-10,048-100%$241.0K———
National Philanthropic Trust
N/A—10,000-10,000-100%$239.8K———
Resurgent Financial Advisors LLC
N/A—10,000-10,000-100%$239.8K———
Heritage Trust Co
N/A—10,000-10,000-100%$239.8K———
Fayez Sarofim & Co
N/A—8,800-8,800-100%$211.0K———
Moneta Group Investment Advisors LLC
N/A—8,551-8,551-100%$205.1K———
Smith, Moore & Co.
N/A—8,350-8,350-100%$200.2K———
Virtus Investment Advisers, LLC
N/A—7,999-7,999-100%$191.8K———
BFC Planning, Inc.
N/A—7,454-7,454-100%$178.8K———
Virtus Advisers, LLC
N/A—6,120-6,120-100%$146.8K———
Bogart Wealth, LLC
N/A—4,845-4,845-100%$116.2K———
Continuum Advisory, LLC
N/A—2,402-2,402-100%$57.6K———
NewEdge Advisors, LLC
N/A—2,357-2,357-100%$56.5K———
Nova Wealth Management, Inc.
N/A—2,055-2,055-100%$49.3K———
Steward Partners Investment Advisory, LLC
N/A—1,940-1,940-100%$46.5K———
IFG Advisory, LLC
N/A—1,901-1,901-100%$45.6K———
Smartleaf Asset Management LLC
N/A—1,500-1,500-100%$36.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,327-1,327-100%$31.8K———
PIN OAK Investment Advisors Inc
N/A—1,253-1,253-100%$30.0K———
Allied Private Wealth LLC
N/A—1,000-1,000-100%$24.4K———
Atlantic Union Bankshares Corp
N/A—900-900-100%$21.6K———
Harbour Investments, Inc.
N/A—803-803-100%$19.3K———
Northwestern Mutual Wealth Management Co
N/A—648-648-100%$15.5K———
Crewe Advisors LLC
N/A—530-530-100%$12.7K———
Osbon Capital Management LLC
N/A—523-523-100%$12.5K———
Tower Research Capital LLC (TRC)
N/A—403-403-100%$9.7K———
Huntington National Bank
N/A—301-301-100%$7.2K———
Geneos Wealth Management Inc.
N/A—280-280-100%$6.7K———
Strategic Wealth Partners, Ltd.
N/A—206-206-100%$4.9K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$4.8K———
Mcguire Capital Advisors Inc
N/A—107-107-100%$2.6K———
Institute for Wealth Management, Llc.
N/A—87-87-100%$2.1K———
Showing 182 of 182 institutions