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American Century US Quality (QGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,023,078 from 2,161,862
Change-138,784 (-6%)
Value$237.2M (-$18.0M)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares1,213,877 from 1,146,521
Change+67,356 (+6%)
Value$142.3M (+$7.0M)
Filed 2026-11-05
Next Level Private LLC
INCREASED
Shares384,263 from 370,112
Change+14,151 (+4%)
Value$45.0M (+$1.4M)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares358,157 from 362,355
Change-4,198 (-1%)
Value$42.0M (-$789.3K)
Filed 2026-10-21
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares312,589 from 305,614
Change+6,975 (+2%)
Value$36.6M (+$567.1K)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares291,195 from 316,840
Change-25,645 (-8%)
Value$34.1M (-$3.3M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares216,100 from 281,976
Change-65,876 (-23%)
Value$25.3M (-$8.0M)
Filed 2026-11-02
Pathway Financial Advisors LLC
INCREASED
Shares209,069 from 117,502
Change+91,567 (+78%)
Value$24.5M (+$10.8M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares140,864 from 130,528
Change+10,336 (+8%)
Value$16.5M (+$1.1M)
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares125,073 from 116,467
Change+8,606 (+7%)
Value$14.7M (+$913.3K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
NEW
Shares116,670
Change+116,670
Value$13.7M
Filed 2026-10-21
MB, Levis & Associates, LLC
INCREASED
Shares92,073 from 89,650
Change+2,423 (+3%)
Value$10.8M (+$210.6K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares89,891 from 101,086
Change-11,195 (-11%)
Value$10.5M (-$1.4M)
Filed 2026-11-02
MFA Wealth Services
INCREASED
Shares86,034 from 85,282
Change+752 (+1%)
Value$10.1M (+$18.2K)
Filed 2026-10-14
Networth Advisors, LLC
INCREASED
Shares80,184 from 80,045
Change+139 (+0%)
Value$9.4M (-$49.4K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares80,030 from 82,295
Change-2,265 (-3%)
Value$9.4M (-$332.9K)
Filed 2026-10-22
Clarity Asset Management, Inc.
INCREASED
Shares62,514 from 61,799
Change+715 (+1%)
Value$7.3M (+$33.1K)
Filed 2026-10-14
Weil Company, Inc.
INCREASED
Shares61,233 from 58,727
Change+2,506 (+4%)
Value$7.2M (+$245.5K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares59,875 from 58,509
Change+1,366 (+2%)
Value$7.0M (+$112.1K)
Filed 2026-10-28
Petros Family Wealth, LLC
INCREASED
Shares47,019 from 46,461
Change+558 (+1%)
Value$5.5M (+$27.3K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares45,909 from 37,040
Change+8,869 (+24%)
Value$5.4M (+$1.0M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares41,788 from 40,224
Change+1,564 (+4%)
Value$4.9M (+$150.5K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares39,712 from 33,184
Change+6,528 (+20%)
Value$4.7M (+$738.1K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares39,506 from 36,956
Change+2,550 (+7%)
Value$4.6M (+$268.6K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares35,183 from 35,798
Change-615 (-2%)
Value$4.1M (-$101.4K)
Filed 2026-11-06
IronOak Wealth Llc.
NEW
Shares30,116
Change+30,116
Value$3.5M
Filed 2026-11-06
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares26,312 from 26,889
Change-577 (-2%)
Value$3.1M (-$60.5K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
DECREASED
Shares24,695 from 25,275
Change-580 (-2%)
Value$2.9M (-$88.7K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares22,805 from 26,849
Change-4,044 (-15%)
Value$2.7M (-$496.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares21,487 from 15,563
Change+5,924 (+38%)
Value$2.5M (+$681.7K)
Filed 2026-10-16
MSH Capital Advisors LLC
DECREASED
Shares20,149 from 20,853
Change-704 (-3%)
Value$2.4M (-$99.7K)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
DECREASED
Shares18,931 from 19,121
Change-190 (-1%)
Value$2.2M (-$38.0K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares17,473 from 12,793
Change+4,680 (+37%)
Value$2.0M (+$538.2K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares17,017 from 16,756
Change+261 (+2%)
Value$2.0M (+$17.0K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares16,229 from 16,318
Change-89 (-1%)
Value$1.9M (-$23.8K)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares15,985
Change+15,985
Value$1.9M
Filed 2026-10-15
Moneywise, Inc.
DECREASED
Shares15,606 from 16,553
Change-947 (-6%)
Value$1.8M (-$124.6K)
Filed 2026-10-30
Elevation Capital Advisory, LLC
INCREASED
Shares15,097 from 3,659
Change+11,438 (+313%)
Value$1.8M (+$1.3M)
Filed 2026-10-29
BlueChip Wealth Advisors LLC
INCREASED
Shares11,439 from 5,199
Change+6,240 (+120%)
Value$1.3M (+$727.3K)
Filed 2026-11-03
KWB Wealth
DECREASED
Shares10,291 from 15,017
Change-4,726 (-31%)
Value$1.2M (-$566.3K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares10,244 from 10,098
Change+146 (+1%)
Value$1.2M (+$8.9K)
Filed 2026-10-26
Freestate Advisors LLC
INCREASED
Shares9,616 from 9,610
Change+6 (+0%)
Value$1.1M (-$7.2K)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares8,878 from 8,933
Change-55 (-1%)
Value$1.0M (-$13.8K)
Filed 2026-10-26
Unified Investment Management
DECREASED
Shares8,733 from 8,772
Change-39 (0%)
Value$1.0M (-$11.8K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares7,512 from 7,432
Change+80 (+1%)
Value$880.6K (+$3.2K)
Filed 2026-11-02
Sunpointe, LLC
UNCHANGED
Shares7,206 from 7,206
Change0 (0%)
Value$844.8K (-$5.9K)
Filed 2026-10-22
SFG Wealth Management, Llc.
DECREASED
Shares6,184 from 6,242
Change-58 (-1%)
Value$724.9K (-$12.0K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares4,876 from 4,876
Change0 (0%)
Value$571.6K (-$4.0K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares4,733 from 4,624
Change+109 (+2%)
Value$554.9K (+$9.0K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares4,658 from 3,747
Change+911 (+24%)
Value$546.1K (+$103.7K)
Filed 2026-10-28
Flaharty Asset Management, LLC
DECREASED
Shares4,458 from 14,154
Change-9,696 (-68%)
Value$525.3K (-$1.1M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares4,365 from 3,014
Change+1,351 (+45%)
Value$511.7K (+$155.9K)
Filed 2026-11-02
Capital Squared Financial LLC
DECREASED
Shares3,930 from 5,079
Change-1,149 (-23%)
Value$460.7K (-$138.9K)
Filed 2026-10-30
Third View Private Wealth, LLC
DECREASED
Shares3,807 from 3,937
Change-130 (-3%)
Value$446.2K (-$18.5K)
Filed 2026-10-30
Prosperity Financial Group, Inc.
DECREASED
Shares3,085 from 3,189
Change-104 (-3%)
Value$361.7K (-$14.9K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares2,918 from 2,507
Change+411 (+16%)
Value$342.1K (+$46.1K)
Filed 2026-10-27
Apollon Financial, LLC
DECREASED
Shares2,767 from 2,892
Change-125 (-4%)
Value$324.4K (-$17.0K)
Filed 2026-10-23
Founders Financial Securities LLC
DECREASED
Shares2,518 from 31,172
Change-28,654 (-92%)
Value$295.2K (-$3.4M)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares2,414 from 4,294
Change-1,880 (-44%)
Value$283.0K (-$223.9K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares2,279 from 425
Change+1,854 (+436%)
Value$267.2K (+$217.0K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares2,213
Change+2,213
Value$253.9K
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares2,133 from 2,425
Change-292 (-12%)
Value$250.1K (-$36.2K)
Filed 2026-11-02
Barlow Wealth Partners, LLC
NEW
Shares2,043
Change+2,043
Value$242.5K
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares1,960 from 4,832
Change-2,872 (-59%)
Value$229.8K (-$344.3K)
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares1,928 from 1,927
Change+1 (+0%)
Value$226.0K (-$1.5K)
Filed 2026-11-02
Lane Brothers & Co Inc
DECREASED
Shares1,857 from 25,949
Change-24,092 (-93%)
Value$217.7K (-$2.8M)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares1,716 from 1,751
Change-35 (-2%)
Value$201.1K (-$5.6K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares1,546 from 1,545
Change+1 (+0%)
Value$181.3K (-$1.2K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$180.5K (-$1.3K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares1,141 from 712
Change+429 (+60%)
Value$133.8K (+$49.7K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$125.7K (-$879)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares1,014 from 1,509
Change-495 (-33%)
Value$118.9K (-$59.3K)
Filed 2026-11-05
Nvest Wealth Strategies, Inc.
INCREASED
Shares854 from 853
Change+1 (+0%)
Value$100.1K (-$650)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares756 from 365
Change+391 (+107%)
Value$88.6K (+$45.5K)
Filed 2026-11-05
Nemes Rush Group LLC
DECREASED
Shares531 from 627
Change-96 (-15%)
Value$62.2K (-$11.7K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares405 from 767
Change-362 (-47%)
Value$47.5K (-$43.9K)
Filed 2026-10-30
Kingdom Financial Group Llc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$38.7K (-$250)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$36.1K (-$252)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares299 from 293
Change+6 (+2%)
Value$35.1K (+$464)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$33.3K (-$233)
Filed 2026-10-19
Peterson Wealth Management
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$25.5K (-$165)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares174 from 638
Change-464 (-73%)
Value$20.4K (-$54.8K)
Filed 2026-10-30
Parkside Financial Bank & Trust
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$9.8K (-$69)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$7.6K (-$53)
Filed 2026-10-14
Parallel Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.3K (-$45)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.4K (-$37)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.4K (-$29)
Filed 2026-10-13
High Note Wealth, LLC
NEW
Shares18
Change+18
Value$2.1K
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$352 (-$2)
Filed 2026-11-04
Citigroup Inc
NEW
Shares1
Change+1
Value$117
Filed 2026-11-04
WIN Advisors, Inc
CLOSED
Shares0 from 37,868
Change-37,868 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-06
WT Wealth Management
CLOSED
Shares0 from 20,718
Change-20,718 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-13
Clearstead Advisors, LLC
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$53.5K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$9.4K)
Filed 2026-11-04
Key Capital Management, Inc
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-03
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,038,201
Change-1,038,201 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 921,171
Change-921,171 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 788,535
Change-788,535 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 592,369
Change-592,369 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 515,194
Change-515,194 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 460,123
Change-460,123 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 370,266
Change-370,266 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 310,201
Change-310,201 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 300,483
Change-300,483 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 251,142
Change-251,142 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 211,320
Change-211,320 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 181,655
Change-181,655 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 164,700
Change-164,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 152,551
Change-152,551 (-100%)
Value—
UBS Group AG
N/A
Shares— from 133,596
Change-133,596 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 132,680
Change-132,680 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,503
Change-98,503 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 88,355
Change-88,355 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 84,069
Change-84,069 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,304
Change-75,304 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 66,618
Change-66,618 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 63,388
Change-63,388 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,336
Change-62,336 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 61,656
Change-61,656 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 56,564
Change-56,564 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 55,718
Change-55,718 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,586
Change-34,586 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,467
Change-34,467 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 32,244
Change-32,244 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,204
Change-32,204 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,325
Change-31,325 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 28,812
Change-28,812 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,845
Change-26,845 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 26,725
Change-26,725 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 23,732
Change-23,732 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,999
Change-22,999 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 18,255
Change-18,255 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,780
Change-16,780 (-100%)
Value—
&partners
N/A
Shares— from 15,469
Change-15,469 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,237
Change-15,237 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,403
Change-14,403 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 13,061
Change-13,061 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,524
Change-12,524 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Motco
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 667
Change-667 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 541
Change-541 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 241
Change-241 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,023,0782,161,862-138,784-6%$255.2M$237.2M-$18.0M2026-11-06
Larson Financial Group LLC
INCREASED1,213,8771,146,521+67,356+6%$135.3M$142.3M+$7.0M2026-11-05
Next Level Private LLC
INCREASED384,263370,112+14,151+4%$43.7M$45.0M+$1.4M2026-10-20
Procyon Advisors, LLC
DECREASED358,157362,355-4,198-1%$42.8M$42.0M-$789.3K2026-10-21
Sherrill & Hutchins Financial Advisory, Inc
INCREASED312,589305,614+6,975+2%$36.1M$36.6M+$567.1K2026-10-14
Intrua Financial, LLC
DECREASED291,195316,840-25,645-8%$37.4M$34.1M-$3.3M2026-10-28
Commonwealth Equity Services, LLC
DECREASED216,100281,976-65,876-23%$33.3M$25.3M-$8.0M2026-11-02
Pathway Financial Advisors LLC
INCREASED209,069117,502+91,567+78%$13.7M$24.5M+$10.8M2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED140,864130,528+10,336+8%$15.4M$16.5M+$1.1M2026-11-02
Wilkerson Advisory Group LLC
INCREASED125,073116,467+8,606+7%$13.7M$14.7M+$913.3K2026-10-20
Wealthcare Advisory Partners LLC
NEW116,670—+116,670——$13.7M—2026-10-21
MB, Levis & Associates, LLC
INCREASED92,07389,650+2,423+3%$10.6M$10.8M+$210.6K2026-10-16
Golden State Wealth Management, LLC
DECREASED89,891101,086-11,195-11%$11.9M$10.5M-$1.4M2026-11-02
MFA Wealth Services
INCREASED86,03485,282+752+1%$10.1M$10.1M+$18.2K2026-10-14
Networth Advisors, LLC
INCREASED80,18480,045+139+0%$9.4M$9.4M-$49.4K2026-11-03
Capital Investment Advisors, LLC
DECREASED80,03082,295-2,265-3%$9.7M$9.4M-$332.9K2026-10-22
Clarity Asset Management, Inc.
INCREASED62,51461,799+715+1%$7.3M$7.3M+$33.1K2026-10-14
Weil Company, Inc.
INCREASED61,23358,727+2,506+4%$6.9M$7.2M+$245.5K2026-10-14
Parcion Private Wealth LLC
INCREASED59,87558,509+1,366+2%$6.9M$7.0M+$112.1K2026-10-28
Petros Family Wealth, LLC
INCREASED47,01946,461+558+1%$5.5M$5.5M+$27.3K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED45,90937,040+8,869+24%$4.4M$5.4M+$1.0M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED41,78840,224+1,564+4%$4.7M$4.9M+$150.5K2026-10-26
Trilogy Capital Inc.
INCREASED39,71233,184+6,528+20%$3.9M$4.7M+$738.1K2026-10-20
Key FInancial Inc
INCREASED39,50636,956+2,550+7%$4.4M$4.6M+$268.6K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED35,18335,798-615-2%$4.2M$4.1M-$101.4K2026-11-06
IronOak Wealth Llc.
NEW30,116—+30,116——$3.5M—2026-11-06
Prevail Innovative Wealth Advisors, LLC
DECREASED26,31226,889-577-2%$3.2M$3.1M-$60.5K2026-10-20
Bedel Financial Consulting, Inc.
DECREASED24,69525,275-580-2%$3.0M$2.9M-$88.7K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED22,80526,849-4,044-15%$3.2M$2.7M-$496.1K2026-10-16
IFP Advisors, Inc
INCREASED21,48715,563+5,924+38%$1.8M$2.5M+$681.7K2026-10-16
MSH Capital Advisors LLC
DECREASED20,14920,853-704-3%$2.5M$2.4M-$99.7K2026-11-03
Bluedoor Private Wealth, LLC
DECREASED18,93119,121-190-1%$2.3M$2.2M-$38.0K2026-11-05
Atria Investments, Inc
INCREASED17,47312,793+4,680+37%$1.5M$2.0M+$538.2K2026-10-15
Beacon Financial Advisory LLC
INCREASED17,01716,756+261+2%$2.0M$2.0M+$17.0K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED16,22916,318-89-1%$1.9M$1.9M-$23.8K2026-10-23
Blue Trust, Inc.
NEW15,985—+15,985——$1.9M—2026-10-15
Moneywise, Inc.
DECREASED15,60616,553-947-6%$2.0M$1.8M-$124.6K2026-10-30
Elevation Capital Advisory, LLC
INCREASED15,0973,659+11,438+313%$431.9K$1.8M+$1.3M2026-10-29
BlueChip Wealth Advisors LLC
INCREASED11,4395,199+6,240+120%$613.7K$1.3M+$727.3K2026-11-03
KWB Wealth
DECREASED10,29115,017-4,726-31%$1.8M$1.2M-$566.3K2026-10-16
Indivisible Partners
INCREASED10,24410,098+146+1%$1.2M$1.2M+$8.9K2026-10-26
Freestate Advisors LLC
INCREASED9,6169,610+6+0%$1.1M$1.1M-$7.2K2026-10-09
Oppenheimer & Co Inc
DECREASED8,8788,933-55-1%$1.1M$1.0M-$13.8K2026-10-26
Unified Investment Management
DECREASED8,7338,772-390%$1.0M$1.0M-$11.8K2026-10-14
Kestra Advisory Services, LLC
INCREASED7,5127,432+80+1%$877.4K$880.6K+$3.2K2026-11-02
Sunpointe, LLC
UNCHANGED7,2067,20600%$850.7K$844.8K-$5.9K2026-10-22
SFG Wealth Management, Llc.
DECREASED6,1846,242-58-1%$736.9K$724.9K-$12.0K2026-10-23
Broadway Wealth Solutions, Inc.
UNCHANGED4,8764,87600%$575.6K$571.6K-$4.0K2026-10-21
Midwest Financial Group LLC
INCREASED4,7334,624+109+2%$545.9K$554.9K+$9.0K2026-10-15
MGO One Seven LLC
INCREASED4,6583,747+911+24%$442.3K$546.1K+$103.7K2026-10-28
Flaharty Asset Management, LLC
DECREASED4,45814,154-9,696-68%$1.7M$525.3K-$1.1M2026-11-02
Creative Planning
INCREASED4,3653,014+1,351+45%$355.8K$511.7K+$155.9K2026-11-02
Capital Squared Financial LLC
DECREASED3,9305,079-1,149-23%$599.6K$460.7K-$138.9K2026-10-30
Third View Private Wealth, LLC
DECREASED3,8073,937-130-3%$464.7K$446.2K-$18.5K2026-10-30
Prosperity Financial Group, Inc.
DECREASED3,0853,189-104-3%$376.6K$361.7K-$14.9K2026-10-29
VestGen Advisors, LLC
INCREASED2,9182,507+411+16%$296.0K$342.1K+$46.1K2026-10-27
Apollon Financial, LLC
DECREASED2,7672,892-125-4%$341.4K$324.4K-$17.0K2026-10-23
Founders Financial Securities LLC
DECREASED2,51831,172-28,654-92%$3.7M$295.2K-$3.4M2026-10-28
KPP Advisory Services LLC
DECREASED2,4144,294-1,880-44%$506.9K$283.0K-$223.9K2026-10-26
Farther Finance Advisors, LLC
INCREASED2,279425+1,854+436%$50.2K$267.2K+$217.0K2026-10-08
StoneX Group Inc.
NEW2,213—+2,213——$253.9K—2026-11-03
Lloyd Advisory Services, Llc.
DECREASED2,1332,425-292-12%$286.3K$250.1K-$36.2K2026-11-02
Barlow Wealth Partners, LLC
NEW2,043—+2,043——$242.5K—2026-10-15
Savant Capital, LLC
DECREASED1,9604,832-2,872-59%$574.0K$229.8K-$344.3K2026-11-06
Reap Financial Group, LLC
INCREASED1,9281,927+1+0%$227.5K$226.0K-$1.5K2026-11-02
Lane Brothers & Co Inc
DECREASED1,85725,949-24,092-93%$3.1M$217.7K-$2.8M2026-11-02
Sigma Planning Corp
DECREASED1,7161,751-35-2%$206.7K$201.1K-$5.6K2026-10-23
Harbor Asset Planning, Inc.
INCREASED1,5461,545+1+0%$182.4K$181.3K-$1.2K2026-10-23
Oakworth Capital, Inc.
UNCHANGED1,5401,54000%$181.8K$180.5K-$1.3K2026-10-26
Private Trust Co NA
INCREASED1,141712+429+60%$84.1K$133.8K+$49.7K2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED1,0721,07200%$126.6K$125.7K-$8792026-10-15
Fifth Third Bancorp
DECREASED1,0141,509-495-33%$178.1K$118.9K-$59.3K2026-11-05
Nvest Wealth Strategies, Inc.
INCREASED854853+1+0%$100.7K$100.1K-$6502026-10-14
US Bancorp \de\
INCREASED756365+391+107%$43.1K$88.6K+$45.5K2026-11-05
Nemes Rush Group LLC
DECREASED531627-96-15%$74.0K$62.2K-$11.7K2026-11-04
Compass Financial Management LLC
DECREASED405767-362-47%$91.4K$47.5K-$43.9K2026-10-30
Kingdom Financial Group Llc.
UNCHANGED33033000%$38.9K$38.7K-$2502026-11-04
Assetmark, Inc
UNCHANGED30830800%$36.4K$36.1K-$2522026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED299293+6+2%$34.6K$35.1K+$4642026-10-23
Advantage Trust Co
UNCHANGED28428400%$33.5K$33.3K-$2332026-10-19
Peterson Wealth Management
UNCHANGED21721700%$25.6K$25.5K-$1652026-11-06
Spire Wealth Management
DECREASED174638-464-73%$75.3K$20.4K-$54.8K2026-10-30
Parkside Financial Bank & Trust
UNCHANGED848400%$9.9K$9.8K-$692026-10-27
Mather Group, Llc.
UNCHANGED656500%$7.7K$7.6K-$532026-10-14
Parallel Advisors, LLC
UNCHANGED545400%$6.4K$6.3K-$452026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED464600%$5.4K$5.4K-$372026-11-02
Beacon Investment Advisory Services, Inc.
UNCHANGED373700%$4.4K$4.4K-$292026-10-13
High Note Wealth, LLC
NEW18—+18——$2.1K—2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED3300%$354$352-$22026-11-04
Citigroup Inc
NEW1—+1——$117—2026-11-04
WIN Advisors, Inc
CLOSED037,868-37,868-100%$4.5M$0-$4.5M2026-11-06
WT Wealth Management
CLOSED020,718-20,718-100%$2.4M$0-$2.4M2026-10-13
Clearstead Advisors, LLC
CLOSED0453-453-100%$53.5K$0-$53.5K2026-11-06
EverSource Wealth Advisors, LLC
CLOSED080-80-100%$9.4K$0-$9.4K2026-11-04
Key Capital Management, Inc
CLOSED041-41-100%$4.9K$0-$4.9K2026-11-03
Great Valley Advisor Group, Inc.
N/A—1,038,201-1,038,201-100%$122.6M———
Raymond James Financial Inc
N/A—921,171-921,171-100%$108.7M———
American Century Companies Inc
N/A—788,535-788,535-100%$93.1M———
Modern Wealth Management, LLC
N/A—592,369-592,369-100%$72.9M———
Envestnet Asset Management Inc
N/A—515,194-515,194-100%$60.8M———
Bank of America Corp
N/A—460,123-460,123-100%$54.3M———
Osaic Holdings, Inc.
N/A—370,266-370,266-100%$43.7M———
Pinnacle Financial Partners, Inc.
N/A—310,201-310,201-100%$36.6M———
NewEdge Advisors, LLC
N/A—300,483-300,483-100%$35.5M———
Northwestern Mutual Wealth Management Co
N/A—251,142-251,142-100%$29.6M———
Equitable Holdings, Inc.
N/A—211,320-211,320-100%$24.9M———
Wells Fargo & Company
N/A—181,655-181,655-100%$21.4M———
Two Sigma Investments, LP
N/A—164,700-164,700-100%$19.4M———
Private Advisor Group, LLC
N/A—152,551-152,551-100%$18.0M———
UBS Group AG
N/A—133,596-133,596-100%$15.8M———
IAM Advisory, LLC
N/A—132,680-132,680-100%$15.7M———
Stifel Financial Corp
N/A—98,503-98,503-100%$11.6M———
Stratos Wealth Advisors, LLC
N/A—88,355-88,355-100%$10.4M———
Ruggaard & Associates LLC
N/A—84,069-84,069-100%$9.9M———
Cetera Investment Advisers
N/A—75,304-75,304-100%$8.9M———
Ameritas Advisory Services, LLC
N/A—66,618-66,618-100%$7.9M———
Rockefeller Capital Management L.P.
N/A—63,388-63,388-100%$7.5M———
Janney Montgomery Scott LLC
N/A—62,336-62,336-100%$7.4M———
Arkadios Wealth Advisors
N/A—61,656-61,656-100%$7.3M———
Royal Bank of Canada
N/A—56,564-56,564-100%$6.7M———
AE Wealth Management LLC
N/A—55,718-55,718-100%$6.6M———
Steward Partners Investment Advisory, LLC
N/A—34,586-34,586-100%$4.1M———
Citadel Advisors LLC
N/A—34,467-34,467-100%$4.1M———
Cresset Asset Management, LLC
N/A—32,244-32,244-100%$3.8M———
Captrust Financial Advisors
N/A—32,204-32,204-100%$3.8M———
HighTower Advisors, LLC
N/A—31,325-31,325-100%$3.7M———
IHT Wealth Management, LLC
N/A—28,812-28,812-100%$3.4M———
Integrated Wealth Concepts LLC
N/A—26,845-26,845-100%$3.2M———
Capital Analysts, LLC
N/A—26,725-26,725-100%$3.2M———
Fourth Dimension Wealth, LLC
N/A—23,732-23,732-100%$2.8M———
MML Investors Services, LLC
N/A—22,999-22,999-100%$2.7M———
Security National Bank of Sioux City Iowa
N/A—19,426-19,426-100%$2.3M———
PCG Wealth Advisors, LLC
N/A—18,255-18,255-100%$2.2M———
Susquehanna International Group, LLP
N/A—17,986-17,986-100%$2.1M———
Jones Financial Companies Lllp
N/A—17,243-17,243-100%$2.0M———
NewEdge Wealth, LLC
N/A—16,780-16,780-100%$2.0M———
&partners
N/A—15,469-15,469-100%$1.8M———
Cozad Asset Management Inc
N/A—15,237-15,237-100%$1.8M———
Geneos Wealth Management Inc.
N/A—14,403-14,403-100%$1.7M———
WCG Wealth Advisors LLC
N/A—14,150-14,150-100%$1.7M———
Gallagher Fiduciary Advisors, LLC
N/A—13,061-13,061-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—12,524-12,524-100%$1.5M———
Nova Wealth Management, Inc.
N/A—11,506-11,506-100%$1.4M———
Security National Bank of SO DAK
N/A—10,646-10,646-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—9,828-9,828-100%$1.2M———
J. M. Brown & Associates Inc.
N/A—8,240-8,240-100%$972.7K———
Mercer Global Advisors Inc
N/A—7,634-7,634-100%$901.2K———
HRT Financial LP
N/A—6,930-6,930-100%$818.0K———
Marshall Wace, LLP
N/A—6,617-6,617-100%$781.1K———
Brio Consultants, LLC
N/A—5,623-5,623-100%$663.8K———
Qube Research & Technologies Ltd
N/A—5,108-5,108-100%$603.0K———
Stratos Wealth Partners, Ltd.
N/A—4,392-4,392-100%$518.5K———
Waverly Advisors, LLC
N/A—4,266-4,266-100%$503.7K———
Dakota Wealth Management
N/A—3,946-3,946-100%$465.8K———
World Investment Advisors
N/A—3,772-3,772-100%$396.2K———
Global Retirement Partners, LLC
N/A—3,646-3,646-100%$430.5K———
Independent Advisor Alliance
N/A—3,610-3,610-100%$426.2K———
Morgan Stanley
N/A—3,596-3,596-100%$424.6K———
Western Wealth Management, LLC
N/A—3,204-3,204-100%$378.2K———
Anderson Financial Strategies, LLC
N/A—3,167-3,167-100%$375.7K———
Per Stirling Capital Management, Llc.
N/A—3,165-3,165-100%$373.6K———
FSA Advisors, Inc.
N/A—3,116-3,116-100%$367.8K———
Principal Securities, Inc.
N/A—2,905-2,905-100%$342.9K———
Hobbs Group Advisors, LLC
N/A—2,843-2,843-100%$335.6K———
Flow Traders U.S. LLC
N/A—2,825-2,825-100%$333.0K———
Clark Capital Management Group, Inc.
N/A—2,770-2,770-100%$327.0K———
JPMorgan Chase & Co
N/A—2,723-2,723-100%$319.0K———
Aspire Growth Partners LLC
N/A—2,718-2,718-100%$320.9K———
Stratos Investment Management, LLC
N/A—2,571-2,571-100%$303.6K———
PFG Investments, LLC
N/A—2,537-2,537-100%$299.5K———
Ausdal Financial Partners, Inc.
N/A—2,420-2,420-100%$285.7K———
Wealth Advisors of Iowa, LLC
N/A—2,373-2,373-100%$280.1K———
Cvfg LLC
N/A—2,365-2,365-100%$279.2K———
Savvy Advisors, Inc.
N/A—2,297-2,297-100%$271.2K———
Goldman Sachs Group Inc
N/A—2,249-2,249-100%$265.5K———
Astoria Portfolio Advisors Llc.
N/A—1,989-1,989-100%$234.8K———
AQR Capital Management LLC
N/A—1,901-1,901-100%$224.4K———
Cannon Wealth Management Services, LLC
N/A—1,869-1,869-100%$220.6K———
Harbour Investments, Inc.
N/A—1,787-1,787-100%$211.0K———
FMR LLC
N/A—1,780-1,780-100%$210.1K———
Two Sigma Securities, LLC
N/A—1,779-1,779-100%$210.0K———
Perennial Investment Advisors, LLC
N/A—1,704-1,704-100%$201.1K———
Mpwm Advisory Solutions, LLC
N/A—1,538-1,538-100%$181.5K———
Motco
N/A—1,457-1,457-100%$172.0K———
Park Place Capital Corp
N/A—1,430-1,430-100%$168.8K———
Wellington-Altus USA Inc.
N/A—750-750-100%$78.8K———
Huntington National Bank
N/A—667-667-100%$78.7K———
Arax Advisory Partners
N/A—541-541-100%$63.9K———
Medallion Wealth Advisors, LLC
N/A—392-392-100%$46.3K———
SHP Wealth Management
N/A—241-241-100%$28.5K———
BFC Planning, Inc.
N/A—192-192-100%$22.7K———
Hantz Financial Services, Inc.
N/A—53-53-100%$6———
ST Germain D J Co Inc
N/A—48-48-100%$5.7K———
Truvestments Capital LLC
N/A—36-36-100%$4.3K———
Financial Gravity Companies, Inc.
N/A—4-4-100%$472———
Showing 195 of 195 institutions