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Alliancebernstein GL HI Inc (XAWFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Uncommon Cents Investing Inc
INCREASED
Shares385,605 from 375,870
Change+9,735 (+3%)
Value$3.8M (-$119.5K)
Filed 2026-10-20
Smith Asset Management Co., LLC
DECREASED
Shares374,429 from 386,580
Change-12,151 (-3%)
Value$3.6M (-$338.6K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares344,994 from 331,248
Change+13,746 (+4%)
Value$3.4M (-$55.1K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares243,692 from 238,168
Change+5,524 (+2%)
Value$2.4K (-$2.5M)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares209,730 from 210,755
Change-1,025 (0%)
Value$2.0M (-$130.1K)
Filed 2026-10-13
Shaker Financial Services, LLC
DECREASED
Shares193,518 from 286,994
Change-93,476 (-33%)
Value$1.9M (-$1.1M)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
NEW
Shares167,375
Change+167,375
Value$1.6M
Filed 2026-11-04
Wolverine Asset Management LLC
DECREASED
Shares158,753 from 280,831
Change-122,078 (-43%)
Value$1.5M (-$1.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares150,666 from 154,791
Change-4,125 (-3%)
Value$1.5M (-$128.4K)
Filed 2026-11-02
Independent Wealth Network Inc.
DECREASED
Shares149,528 from 152,398
Change-2,870 (-2%)
Value$1.5M (-$114.8K)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares124,885 from 181,258
Change-56,373 (-31%)
Value$1.2M (-$651.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares114,562 from 37,195
Change+77,367 (+208%)
Value$1.1M (+$733.4K)
Filed 2026-10-13
Investment Research Partners LLC
INCREASED
Shares113,661 from 100,660
Change+13,001 (+13%)
Value$1.1M (+$69.1K)
Filed 2026-10-19
Hourglass Capital, LLC
DECREASED
Shares105,937 from 108,380
Change-2,443 (-2%)
Value$1.0M (-$85.5K)
Filed 2026-10-26
Capital Investment Advisors, LLC
DECREASED
Shares94,737 from 98,780
Change-4,043 (-4%)
Value$921.8K (-$95.6K)
Filed 2026-10-22
Founders Financial Securities LLC
DECREASED
Shares90,513 from 91,225
Change-712 (-1%)
Value$880.7K (-$58.9K)
Filed 2026-10-28
Anchor Capital Management Group Inc
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$778.4K (-$45.6K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares76,382 from 75,916
Change+466 (+1%)
Value$743.2K (-$38.7K)
Filed 2026-10-16
Sowa Financial Group, Inc.
DECREASED
Shares72,396 from 79,212
Change-6,816 (-9%)
Value$704 (-$815.3K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares69,410 from 65,479
Change+3,931 (+6%)
Value$675.4K (+$893)
Filed 2026-11-03
Abundance Wealth Counselors
INCREASED
Shares67,129 from 56,356
Change+10,773 (+19%)
Value$653.2K (+$72.7K)
Filed 2026-10-26
Avail Investment Partners, LLC
INCREASED
Shares63,136 from 51,873
Change+11,263 (+22%)
Value$614.3K (+$80.0K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares56,465 from 59,546
Change-3,081 (-5%)
Value$549.4K (-$63.9K)
Filed 2026-10-26
Kaizen Financial Strategies
DECREASED
Shares53,406 from 53,431
Change-25 (0%)
Value$519.6K (-$31.2K)
Filed 2026-10-09
Invested Advisors
INCREASED
Shares50,525 from 48,787
Change+1,738 (+4%)
Value$491.6K (-$10.9K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares49,382 from 49,338
Change+44 (+0%)
Value$480.5K (-$21.3K)
Filed 2026-10-13
Absolute Investment Advisers, LLC
UNCHANGED
Shares47,082 from 47,082
Change0 (0%)
Value$458.1K (-$26.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares41,101 from 41,661
Change-560 (-1%)
Value$400 (-$428.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares41,089 from 42,019
Change-930 (-2%)
Value$399.8K (-$33.0K)
Filed 2026-11-02
Vanguard Capital Wealth Advisors
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$389.2K (-$22.8K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
DECREASED
Shares39,554 from 47,254
Change-7,700 (-16%)
Value$384.9K (-$101.9K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares32,670 from 32,970
Change-300 (-1%)
Value$317.9K (-$21.7K)
Filed 2026-10-21
Sound Income Strategies, LLC
DECREASED
Shares32,223 from 33,330
Change-1,107 (-3%)
Value$306.4K (-$36.9K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares28,988 from 10,127
Change+18,861 (+186%)
Value$282.1K (+$177.7K)
Filed 2026-11-05
SMH Capital Advisors Inc
INCREASED
Shares25,524 from 24,789
Change+735 (+3%)
Value$248.4K (-$7.0K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares24,541 from 38,206
Change-13,665 (-36%)
Value$238.8K (-$154.7K)
Filed 2026-10-08
Choreo, LLC
DECREASED
Shares23,068 from 25,964
Change-2,896 (-11%)
Value$224.5K (-$43.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,062 from 18,237
Change+4,825 (+26%)
Value$219.3K (+$32.9K)
Filed 2026-10-13
HUB Investment Partners, LLC
NEW
Shares21,529
Change+21,529
Value$209.5K
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares17,168
Change+17,168
Value$172.9K
Filed 2026-11-03
Southland Equity Partners LLC
UNCHANGED
Shares16,514 from 16,514
Change0 (0%)
Value$160.7K (-$9.4K)
Filed 2026-10-14
Argyle Capital Partners, LLC
UNCHANGED
Shares16,157 from 16,157
Change0 (0%)
Value$157.2K (-$9.2K)
Filed 2026-10-23
Integris Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$146.0K (-$8.6K)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares14,097 from 14,097
Change0 (0%)
Value$137.2K (-$8.0K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares13,521 from 12,711
Change+810 (+6%)
Value$132 (-$130.9K)
Filed 2026-10-26
Cullen T Bankers, Inc.
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$126.5K (-$7.4K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$121.6K (-$7.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares12,473 from 12,455
Change+18 (+0%)
Value$121.4K (-$6.9K)
Filed 2026-11-05
Accredited Investor Services, LLC
INCREASED
Shares12,326 from 10,767
Change+1,559 (+14%)
Value$119.9K (+$9.0K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares12,068 from 12,877
Change-809 (-6%)
Value$117.4K (-$15.2K)
Filed 2026-10-23
Forum Financial Management, LP
UNCHANGED
Shares12,058 from 12,058
Change0 (0%)
Value$117.3K (-$6.9K)
Filed 2026-10-16
CWS Financial Advisors, LLC
UNCHANGED
Shares11,955 from 11,955
Change0 (0%)
Value$116.3K (-$6.8K)
Filed 2026-10-16
PW Nova Financial Services LLC
UNCHANGED
Shares10,315 from 10,315
Change0 (0%)
Value$100.4K (-$5.9K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares10,115 from 10,115
Change0 (0%)
Value$104.2K ($0)
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$74.0K (-$4.3K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,026 from 6,316
Change-290 (-5%)
Value$58.6K (-$6.4K)
Filed 2026-10-27
WPG Advisers, LLC
INCREASED
Shares2,891 from 2,530
Change+361 (+14%)
Value$28.1K (+$2.1K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares2,863 from 2,727
Change+136 (+5%)
Value$27.9K (-$231)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$20.2K (-$1.2K)
Filed 2026-11-05
Eastern Bank
NEW
Shares1,723
Change+1,723
Value$16.8K
Filed 2026-10-05
United Community Bank
NEW
Shares1,347
Change+1,347
Value$13.1K
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$12.2K (-$714)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.7K (-$570)
Filed 2026-10-21
Robbins Farley
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.7K (-$570)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
NEW
Shares970
Change+970
Value$9.4K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares800
Change+800
Value$7.8K
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$7.8K (-$456)
Filed 2026-10-30
Signature Resources Capital Management, LLC
NEW
Shares700
Change+700
Value$6.8K
Filed 2026-10-16
Wolff Wiese Magana LLC
NEW
Shares608
Change+608
Value$5.9K
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$5.3K (-$313)
Filed 2026-10-20
Daytona Street Capital LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.8K (-$274)
Filed 2026-10-15
Highline Wealth Partners LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$2.6K (-$154)
Filed 2026-10-19
Centerpoint Advisors, LLC
NEW
Shares175
Change+175
Value$2
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$1.2K (-$68)
Filed 2026-11-04
West Paces Advisors Inc.
NEW
Shares56
Change+56
Value$545
Filed 2026-10-13
Assetmark, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$428 (-$25)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$244 (-$14)
Filed 2026-10-23
Brick & Kyle, Associates
CLOSED
Shares0 from 26,450
Change-26,450 (-100%)
Value$0 (-$269.0K)
Filed 2026-11-05
Indivisible Partners
CLOSED
Shares0 from 19,611
Change-19,611 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-26
Abacus Planning Group, Inc.
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$133.9K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-21
Tsfg, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$2)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 5,145,506
Change-5,145,506 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,721,718
Change-3,721,718 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,581,917
Change-1,581,917 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,407,410
Change-1,407,410 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,068,995
Change-1,068,995 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 792,742
Change-792,742 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 742,640
Change-742,640 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 685,500
Change-685,500 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 657,204
Change-657,204 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 591,659
Change-591,659 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 370,695
Change-370,695 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 233,019
Change-233,019 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 194,368
Change-194,368 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 165,467
Change-165,467 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 153,427
Change-153,427 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 135,238
Change-135,238 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 112,817
Change-112,817 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 102,023
Change-102,023 (-100%)
Value—
FCA Corp
N/A
Shares— from 88,747
Change-88,747 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 76,813
Change-76,813 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 73,990
Change-73,990 (-100%)
Value—
UBS Group AG
N/A
Shares— from 70,736
Change-70,736 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 68,986
Change-68,986 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 66,350
Change-66,350 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 61,489
Change-61,489 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 57,988
Change-57,988 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 54,289
Change-54,289 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 49,812
Change-49,812 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 49,361
Change-49,361 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,774
Change-45,774 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 44,934
Change-44,934 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,577
Change-43,577 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,232
Change-40,232 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 38,645
Change-38,645 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,276
Change-34,276 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 33,033
Change-33,033 (-100%)
Value—
Quarry LP
N/A
Shares— from 27,939
Change-27,939 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 27,162
Change-27,162 (-100%)
Value—
Nwam LLC
N/A
Shares— from 26,832
Change-26,832 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,470
Change-26,470 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 22,361
Change-22,361 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 20,870
Change-20,870 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,073
Change-20,073 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 19,198
Change-19,198 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,234
Change-18,234 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,021
Change-18,021 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,264
Change-16,264 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 583
Change-583 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Uncommon Cents Investing Inc
INCREASED385,605375,870+9,735+3%$3.9M$3.8M-$119.5K2026-10-20
Smith Asset Management Co., LLC
DECREASED374,429386,580-12,151-3%$4.0M$3.6M-$338.6K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED344,994331,248+13,746+4%$3.4M$3.4M-$55.1K2026-10-26
Thrivent Financial for Lutherans
INCREASED243,692238,168+5,524+2%$2.5M$2.4K-$2.5M2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED209,730210,755-1,0250%$2.2M$2.0M-$130.1K2026-10-13
Shaker Financial Services, LLC
DECREASED193,518286,994-93,476-33%$3.0M$1.9M-$1.1M2026-10-14
Allspring Global Investments Holdings, LLC
NEW167,375—+167,375——$1.6M—2026-11-04
Wolverine Asset Management LLC
DECREASED158,753280,831-122,078-43%$2.9M$1.5M-$1.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED150,666154,791-4,125-3%$1.6M$1.5M-$128.4K2026-11-02
Independent Wealth Network Inc.
DECREASED149,528152,398-2,870-2%$1.6M$1.5M-$114.8K2026-10-19
Independent Financial Group, LLC
DECREASED124,885181,258-56,373-31%$1.9M$1.2M-$651.8K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED114,56237,195+77,367+208%$381.3K$1.1M+$733.4K2026-10-13
Investment Research Partners LLC
INCREASED113,661100,660+13,001+13%$1.0M$1.1M+$69.1K2026-10-19
Hourglass Capital, LLC
DECREASED105,937108,380-2,443-2%$1.1M$1.0M-$85.5K2026-10-26
Capital Investment Advisors, LLC
DECREASED94,73798,780-4,043-4%$1.0M$921.8K-$95.6K2026-10-22
Founders Financial Securities LLC
DECREASED90,51391,225-712-1%$939.6K$880.7K-$58.9K2026-10-28
Anchor Capital Management Group Inc
UNCHANGED80,00080,00000%$824.0K$778.4K-$45.6K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED76,38275,916+466+1%$781.9K$743.2K-$38.7K2026-10-16
Sowa Financial Group, Inc.
DECREASED72,39679,212-6,816-9%$816.0K$704-$815.3K2026-10-26
Uhlmann Price Securities, LLC
INCREASED69,41065,479+3,931+6%$674.5K$675.4K+$8932026-11-03
Abundance Wealth Counselors
INCREASED67,12956,356+10,773+19%$580.5K$653.2K+$72.7K2026-10-26
Avail Investment Partners, LLC
INCREASED63,13651,873+11,263+22%$534.3K$614.3K+$80.0K2026-10-16
Oppenheimer & Co Inc
DECREASED56,46559,546-3,081-5%$613.3K$549.4K-$63.9K2026-10-26
Kaizen Financial Strategies
DECREASED53,40653,431-250%$550.9K$519.6K-$31.2K2026-10-09
Invested Advisors
INCREASED50,52548,787+1,738+4%$502.5K$491.6K-$10.9K2026-10-23
SAX Wealth Advisors, LLC
INCREASED49,38249,338+44+0%$501.8K$480.5K-$21.3K2026-10-13
Absolute Investment Advisers, LLC
UNCHANGED47,08247,08200%$484.9K$458.1K-$26.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED41,10141,661-560-1%$429.0K$400-$428.6K2026-11-02
Kestra Advisory Services, LLC
DECREASED41,08942,019-930-2%$432.8K$399.8K-$33.0K2026-11-02
Vanguard Capital Wealth Advisors
UNCHANGED40,00040,00000%$412.0K$389.2K-$22.8K2026-10-16
Concurrent Investment Advisors, LLC
DECREASED39,55447,254-7,700-16%$486.7K$384.9K-$101.9K2026-10-16
Procyon Advisors, LLC
DECREASED32,67032,970-300-1%$339.6K$317.9K-$21.7K2026-10-21
Sound Income Strategies, LLC
DECREASED32,22333,330-1,107-3%$343.3K$306.4K-$36.9K2026-10-09
US Bancorp \de\
INCREASED28,98810,127+18,861+186%$104.3K$282.1K+$177.7K2026-11-05
SMH Capital Advisors Inc
INCREASED25,52424,789+735+3%$255.3K$248.4K-$7.0K2026-10-29
Farther Finance Advisors, LLC
DECREASED24,54138,206-13,665-36%$393.5K$238.8K-$154.7K2026-10-08
Choreo, LLC
DECREASED23,06825,964-2,896-11%$267.4K$224.5K-$43.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED23,06218,237+4,825+26%$186.4K$219.3K+$32.9K2026-10-13
HUB Investment Partners, LLC
NEW21,529—+21,529——$209.5K—2026-11-03
StoneX Group Inc.
NEW17,168—+17,168——$172.9K—2026-11-03
Southland Equity Partners LLC
UNCHANGED16,51416,51400%$170.1K$160.7K-$9.4K2026-10-14
Argyle Capital Partners, LLC
UNCHANGED16,15716,15700%$166.4K$157.2K-$9.2K2026-10-23
Integris Wealth Management, LLC
UNCHANGED15,00015,00000%$154.5K$146.0K-$8.6K2026-10-14
Nemes Rush Group LLC
UNCHANGED14,09714,09700%$145.2K$137.2K-$8.0K2026-11-04
Park Avenue Securities LLC
INCREASED13,52112,711+810+6%$131.0K$132-$130.9K2026-10-26
Cullen T Bankers, Inc.
UNCHANGED13,00013,00000%$133.9K$126.5K-$7.4K2026-10-28
Gilman Hill Asset Management, LLC
UNCHANGED12,50012,50000%$128.8K$121.6K-$7.1K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED12,47312,455+18+0%$128.3K$121.4K-$6.9K2026-11-05
Accredited Investor Services, LLC
INCREASED12,32610,767+1,559+14%$110.9K$119.9K+$9.0K2026-10-22
Sowell Financial Services LLC
DECREASED12,06812,877-809-6%$132.6K$117.4K-$15.2K2026-10-23
Forum Financial Management, LP
UNCHANGED12,05812,05800%$124.2K$117.3K-$6.9K2026-10-16
CWS Financial Advisors, LLC
UNCHANGED11,95511,95500%$123.1K$116.3K-$6.8K2026-10-16
PW Nova Financial Services LLC
UNCHANGED10,31510,31500%$106.2K$100.4K-$5.9K2026-10-15
PKS Advisory Services, LLC
UNCHANGED10,11510,11500%$104.2K$104.2K$02026-10-26
IFP Advisors, Inc
UNCHANGED7,6107,61000%$78.4K$74.0K-$4.3K2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED6,0266,316-290-5%$65.1K$58.6K-$6.4K2026-10-27
WPG Advisers, LLC
INCREASED2,8912,530+361+14%$26.1K$28.1K+$2.1K2026-10-27
Fifth Third Bancorp
INCREASED2,8632,727+136+5%$28.1K$27.9K-$2312026-11-05
Larson Financial Group LLC
UNCHANGED2,0762,07600%$21.4K$20.2K-$1.2K2026-11-05
Eastern Bank
NEW1,723—+1,723——$16.8K—2026-10-05
United Community Bank
NEW1,347—+1,347——$13.1K—2026-10-28
Compass Financial Management LLC
UNCHANGED1,2531,25300%$12.9K$12.2K-$7142026-10-30
Trust Co of Vermont
UNCHANGED1,0001,00000%$10.3K$9.7K-$5702026-10-21
Robbins Farley
UNCHANGED1,0001,00000%$10.3K$9.7K-$5702026-10-21
Cassaday & Co Wealth Management LLC
NEW970—+970——$9.4K—2026-10-27
Ascentis Independent Advisors
NEW800—+800——$7.8K—2026-11-03
Spire Wealth Management
UNCHANGED80080000%$8.2K$7.8K-$4562026-10-30
Signature Resources Capital Management, LLC
NEW700—+700——$6.8K—2026-10-16
Wolff Wiese Magana LLC
NEW608—+608——$5.9K—2026-10-15
Private Trust Co NA
UNCHANGED54954900%$5.7K$5.3K-$3132026-10-20
Daytona Street Capital LLC
UNCHANGED40040000%$4.1K$3.8K-$2742026-10-15
Highline Wealth Partners LLC
UNCHANGED27027000%$2.8K$2.6K-$1542026-10-19
Centerpoint Advisors, LLC
NEW175—+175——$2—2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED12012000%$1.2K$1.2K-$682026-11-04
West Paces Advisors Inc.
NEW56—+56——$545—2026-10-13
Assetmark, Inc
UNCHANGED444400%$453$428-$252026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED252500%$258$244-$142026-10-23
Brick & Kyle, Associates
CLOSED026,450-26,450-100%$269.0K$0-$269.0K2026-11-05
Indivisible Partners
CLOSED019,611-19,611-100%$202.0K$0-$202.0K2026-10-26
Abacus Planning Group, Inc.
CLOSED013,000-13,000-100%$133.9K$0-$133.9K2026-11-02
JFS Wealth Advisors, LLC
CLOSED0188-188-100%$1.9K$0-$1.9K2026-11-03
NBT Bank, N.A.
CLOSED0175-175-100%$1.8K$0-$1.8K2026-10-21
Tsfg, LLC
CLOSED0171-171-100%$2$0-$22026-10-23
Morgan Stanley
N/A—5,145,506-5,145,506-100%$53.0M———
McGowan Group Asset Management, Inc.
N/A—3,721,718-3,721,718-100%$38.3M———
Pathstone Holdings, LLC
N/A—1,581,917-1,581,917-100%$16.3M———
Royal Bank of Canada
N/A—1,407,410-1,407,410-100%$14.5M———
Invesco Ltd.
N/A—1,068,995-1,068,995-100%$11.0M———
Wells Fargo & Company
N/A—792,742-792,742-100%$8.2M———
LPL Financial LLC
N/A—742,640-742,640-100%$7.6M———
Raymond James Financial Inc
N/A—685,500-685,500-100%$7.1M———
Logan Stone Capital, LLC
N/A—657,204-657,204-100%$6.8M———
Bank of America Corp
N/A—591,659-591,659-100%$6.1M———
Jones Financial Companies Lllp
N/A—370,695-370,695-100%$3.8M———
Landscape Capital Management, L.L.C.
N/A—233,019-233,019-100%$2.4M———
Fiera Capital Corp
N/A—194,368-194,368-100%$2.0M———
Cetera Investment Advisers
N/A—165,467-165,467-100%$1.7M———
Osaic Holdings, Inc.
N/A—153,427-153,427-100%$1.6M———
1607 Capital Partners, LLC
N/A—135,238-135,238-100%$1.4M———
Tidal Investments LLC
N/A—112,817-112,817-100%$1.2M———
Guggenheim Capital LLC
N/A—102,023-102,023-100%$1.1M———
FCA Corp
N/A—88,747-88,747-100%$914.1K———
Ameriprise Financial Inc
N/A—76,813-76,813-100%$791.2K———
National Bank of Canada
N/A—73,990-73,990-100%$759.9K———
UBS Group AG
N/A—70,736-70,736-100%$728.6K———
Rivernorth Capital Management, LLC
N/A—68,986-68,986-100%$710.6K———
Shufro Rose & Co LLC
N/A—66,350-66,350-100%$683.4K———
Maridea Wealth Management LLC
N/A—61,489-61,489-100%$633.3K———
Everstar Asset Management, LLC
N/A—57,988-57,988-100%$597.3K———
XTX Topco Ltd
N/A—54,289-54,289-100%$559.2K———
Readystate Asset Management LP
N/A—49,812-49,812-100%$513.1K———
Integrated Wealth Concepts LLC
N/A—49,361-49,361-100%$508.4K———
Susquehanna International Group, LLP
N/A—45,774-45,774-100%$471.5K———
Marex Group Ltd
N/A—44,934-44,934-100%$462.8K———
Beacon Pointe Advisors, LLC
N/A—43,577-43,577-100%$448.8K———
HighTower Advisors, LLC
N/A—40,232-40,232-100%$414.4K———
Global Retirement Partners, LLC
N/A—38,645-38,645-100%$398.0K———
Jane Street Group, LLC
N/A—34,276-34,276-100%$353.0K———
Wealthgarden F.S. LLC
N/A—33,033-33,033-100%$340.2K———
Quarry LP
N/A—27,939-27,939-100%$287.8K———
Janney Montgomery Scott LLC
N/A—27,162-27,162-100%$280.0K———
Nwam LLC
N/A—26,832-26,832-100%$276.4K———
MML Investors Services, LLC
N/A—26,470-26,470-100%$272.6K———
Nomura Holdings Inc
N/A—25,000-25,000-100%$257.5K———
Clear Street Group Inc.
N/A—22,361-22,361-100%$230.3K———
King Wealth Management Group
N/A—21,000-21,000-100%$216.0K———
SOA Wealth Advisors, Llc.
N/A—20,870-20,870-100%$215.0K———
NewEdge Advisors, LLC
N/A—20,743-20,743-100%$213.7K———
Kovack Advisors, Inc.
N/A—20,073-20,073-100%$207.0K———
NorthStar Asset Management LLC
N/A—19,198-19,198-100%$197.7K———
Private Advisor Group, LLC
N/A—18,234-18,234-100%$187.8K———
Steward Partners Investment Advisory, LLC
N/A—18,021-18,021-100%$185.6K———
Northwestern Mutual Wealth Management Co
N/A—16,787-16,787-100%$172.9K———
Mercer Global Advisors Inc
N/A—16,447-16,447-100%$169.4K———
Composition Wealth, LLC
N/A—16,264-16,264-100%$167.5K———
BFC Planning, Inc.
N/A—14,211-14,211-100%$146.4K———
Mariner, LLC
N/A—13,538-13,538-100%$139.4K———
Clearstead Advisors, LLC
N/A—13,202-13,202-100%$136.0K———
HRT Financial LP
N/A—12,907-12,907-100%$132.0K———
Merit Financial Group, LLC
N/A—12,681-12,681-100%$130.6K———
MAI Capital Management
N/A—11,077-11,077-100%$114.1K———
PNC Financial Services Group, Inc.
N/A—10,971-10,971-100%$113.0K———
PFG Investments, LLC
N/A—10,384-10,384-100%$107.0K———
Stonebridge Financial Group, LLC
N/A—10,105-10,105-100%$104.0K———
Rockefeller Capital Management L.P.
N/A—8,185-8,185-100%$84.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,896-7,896-100%$81.3K———
Harbour Investments, Inc.
N/A—4,653-4,653-100%$47.9K———
HHM Wealth Advisors, LLC
N/A—2,046-2,046-100%$21.1K———
Atlantic Union Bankshares Corp
N/A—1,400-1,400-100%$14.4K———
Luken Investment Analytics, LLC
N/A—1,000-1,000-100%$10.3K———
SHP Wealth Management
N/A—1,000-1,000-100%$10.3K———
Financial Gravity Companies, Inc.
N/A—840-840-100%$8.7K———
Arax Advisory Partners
N/A—583-583-100%$6.0K———
Boyd Watterson Asset Management LLC
N/A—350-350-100%$3.6K———
N.E.W. Advisory Services LLC
N/A—144-144-100%$1.5K———
JPMorgan Chase & Co
N/A—13-13-100%$141———
Fourth Dimension Wealth, LLC
N/A—9-9-100%$90———
Allworth Financial LP
N/A—4-4-100%$42———
Boreal Capital Management LLC
N/A—00—$655.6K———
Showing 159 of 159 institutions