IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avantis Core Fixed Income (AVIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Verus Financial Partners, Inc.
DECREASED
Shares1,541,584 from 1,555,647
Change-14,063 (-1%)
Value$60.7M (-$3.7M)
Filed 2026-10-29
Simplicity Wealth,LLC
DECREASED
Shares1,079,660 from 1,283,956
Change-204,296 (-16%)
Value$42.5M (-$10.6M)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares906,619 from 865,475
Change+41,144 (+5%)
Value$35.7M (-$127.6K)
Filed 2026-10-23
Echo Wealth Management, LLC
INCREASED
Shares900,669 from 828,460
Change+72,209 (+9%)
Value$35.5M (+$1.2M)
Filed 2026-10-15
BCR Wealth Strategies, LLC
INCREASED
Shares881,405 from 853,777
Change+27,628 (+3%)
Value$34.7M (-$635.5K)
Filed 2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares715,970 from 683,919
Change+32,051 (+5%)
Value$28.2M (-$119.0K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares705,309 from 811,747
Change-106,438 (-13%)
Value$27.8M (-$5.8M)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares653,295 from 708,154
Change-54,859 (-8%)
Value$25.7M (-$3.6M)
Filed 2026-10-26
Highland Financial Advisors, LLC
INCREASED
Shares616,150 from 594,740
Change+21,410 (+4%)
Value$24.3M (-$358.0K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares565,930 from 553,222
Change+12,708 (+2%)
Value$22.3M (-$617.3K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares549,151 from 514,015
Change+35,136 (+7%)
Value$21.6M (+$345.7K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares549,064 from 521,414
Change+27,650 (+5%)
Value$21.6M (+$35.9K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED
Shares496,642 from 497,752
Change-1,110 (0%)
Value$19.6M (-$1.0M)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares469,530 from 417,865
Change+51,665 (+12%)
Value$18.5M (+$1.2M)
Filed 2026-10-30
Allodium Investment Consultants, LLC
INCREASED
Shares421,802 from 383,166
Change+38,636 (+10%)
Value$16.6M (+$747.9K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares379,471 from 526,067
Change-146,596 (-28%)
Value$14.9M (-$6.8M)
Filed 2026-10-21
Align Financial, LLC
INCREASED
Shares366,727 from 363,191
Change+3,536 (+1%)
Value$14.4M (-$594.4K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
DECREASED
Shares332,115 from 413,351
Change-81,236 (-20%)
Value$13.1M (-$4.0M)
Filed 2026-10-20
Networth Advisors, LLC
INCREASED
Shares316,547 from 303,799
Change+12,748 (+4%)
Value$12.5M (-$111.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares315,677
Change+315,677
Value$12.5M
Filed 2026-10-13
Ferguson Johnson Wealth Management Inc
INCREASED
Shares299,946 from 288,554
Change+11,392 (+4%)
Value$11.8M (-$134.1K)
Filed 2026-11-05
Ejmk Ventures LLC
INCREASED
Shares299,677 from 257,533
Change+42,144 (+16%)
Value$11.8M (+$1.1M)
Filed 2026-10-21
Kestra Investment Management, LLC
INCREASED
Shares297,900 from 284,724
Change+13,176 (+5%)
Value$11.7M (-$56.1K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares292,676 from 289,797
Change+2,879 (+1%)
Value$12.1M (+$119.2K)
Filed 2026-11-06
Cogent Private Wealth, Inc.
DECREASED
Shares267,393 from 273,103
Change-5,710 (-2%)
Value$10.5M (-$776.6K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares247,757 from 235,829
Change+11,928 (+5%)
Value$9.8M (-$6.5K)
Filed 2026-11-02
IronOak Wealth Llc.
NEW
Shares228,186
Change+228,186
Value$9.0M
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
INCREASED
Shares224,866 from 222,640
Change+2,226 (+1%)
Value$8.9M (-$362.1K)
Filed 2026-10-14
Pacific Asset Management, LLC
DECREASED
Shares191,551 from 195,503
Change-3,952 (-2%)
Value$7.5M (-$550.6K)
Filed 2026-10-15
Herold Advisors, Inc.
DECREASED
Shares185,470 from 188,219
Change-2,749 (-1%)
Value$7.3M (-$486.4K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares175,584 from 154,878
Change+20,706 (+13%)
Value$6.9M (+$502.8K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
INCREASED
Shares161,061 from 153,581
Change+7,480 (+5%)
Value$6.3M (-$15.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares153,974 from 115,169
Change+38,805 (+34%)
Value$6.1M (+$1.3M)
Filed 2026-11-02
B&D White Capital Company, LLC
INCREASED
Shares149,627 from 144,961
Change+4,666 (+3%)
Value$5.9M (-$109.0K)
Filed 2026-11-02
Plancorp, LLC
DECREASED
Shares148,508 from 148,512
Change-4 (0%)
Value$6.0M (-$100.4K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares146,341 from 164,608
Change-18,267 (-11%)
Value$5.8M (-$1.1M)
Filed 2026-10-08
Mattern Capital Management, LLC
DECREASED
Shares144,379 from 145,608
Change-1,229 (-1%)
Value$5.7M (-$342.5K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares139,468 from 133,497
Change+5,971 (+4%)
Value$5.5M (-$34.5K)
Filed 2026-11-06
Mattern Wealth Management LLC
DECREASED
Shares111,622 from 114,663
Change-3,041 (-3%)
Value$4.4M (-$351.4K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares111,499 from 108,749
Change+2,750 (+3%)
Value$4.4M (-$111.0K)
Filed 2026-11-02
Quantum Financial Advisors, LLC
DECREASED
Shares99,256 from 100,536
Change-1,280 (-1%)
Value$3.9M (-$253.5K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares93,650 from 56,169
Change+37,481 (+67%)
Value$3.7M (+$1.4M)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
INCREASED
Shares87,840 from 87,837
Change+3 (0%)
Value$3.5M (-$177.3K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares86,392 from 132,400
Change-46,008 (-35%)
Value$3.4M (-$2.1M)
Filed 2026-10-28
Wheels Up Wealth, Inc.
INCREASED
Shares85,244 from 81,380
Change+3,864 (+5%)
Value$3.4M (-$12.2K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares78,321 from 47,208
Change+31,113 (+66%)
Value$3.1M (+$1.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares78,321 from 47,208
Change+31,113 (+66%)
Value$3.1M (+$1.2M)
Filed 2026-10-20
marrick wealth, LLC
INCREASED
Shares74,439 from 64,421
Change+10,018 (+16%)
Value$2.9M (+$264.5K)
Filed 2026-10-20
Freedom Financial Partners LLC
INCREASED
Shares73,923 from 43,239
Change+30,684 (+71%)
Value$2.9M (+$1.1M)
Filed 2026-10-19
Index Fund Advisors, Inc.
INCREASED
Shares72,075 from 68,259
Change+3,816 (+6%)
Value$2.8M (+$12.4K)
Filed 2026-11-05
RED Lighthouse Investment Management, LLC
DECREASED
Shares70,492 from 70,721
Change-229 (0%)
Value$2.8M (-$151.9K)
Filed 2026-11-02
Approach Retirement Advisors, LLC
INCREASED
Shares68,034 from 67,793
Change+241 (+0%)
Value$2.7M (-$127.5K)
Filed 2026-10-22
Spectrum Advisors, Inc.
INCREASED
Shares67,059 from 50,640
Change+16,419 (+32%)
Value$2.6M (+$544.5K)
Filed 2026-11-03
Tillman Hartley LLC
INCREASED
Shares64,528 from 39,448
Change+25,080 (+64%)
Value$2.5M (+$908.2K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares58,523 from 53,055
Change+5,468 (+10%)
Value$2.3M (+$108.2K)
Filed 2026-10-13
Cap Partners, LLC
INCREASED
Shares54,535 from 53,855
Change+680 (+1%)
Value$2.1M (-$82.0K)
Filed 2026-10-19
Compound Planning, Inc.
NEW
Shares51,151
Change+51,151
Value$2.0M
Filed 2026-11-05
Leading Edge Financial Planning LLC
INCREASED
Shares48,683 from 43,086
Change+5,597 (+13%)
Value$1.9M (+$133.4K)
Filed 2026-10-23
WMG Financial Advisors, LLC
UNCHANGED
Shares46,422 from 46,422
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-28
Clarity Asset Management, Inc.
INCREASED
Shares42,619 from 41,947
Change+672 (+2%)
Value$1.7M (-$58.2K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares39,563 from 39,242
Change+321 (+1%)
Value$1.6M (-$66.6K)
Filed 2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED
Shares38,670 from 79,911
Change-41,241 (-52%)
Value$1.5M (-$1.8M)
Filed 2026-10-16
Bannerman Wealth Management Group, LLC
DECREASED
Shares29,890 from 30,640
Change-750 (-2%)
Value$1.2M (-$91.4K)
Filed 2026-10-09
Life Planning Partners, Inc
DECREASED
Shares28,916 from 31,799
Change-2,883 (-9%)
Value$1.1M (-$177.8K)
Filed 2026-10-28
Northwest Wealth Management, LLC
UNCHANGED
Shares24,682 from 24,682
Change0 (0%)
Value$972.2K (-$49.9K)
Filed 2026-10-30
Quarry Hill Advisors, LLC
INCREASED
Shares22,787 from 22,725
Change+62 (+0%)
Value$897.6K (-$43.5K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares21,694 from 28,466
Change-6,772 (-24%)
Value$853.2K (-$316.7K)
Filed 2026-10-08
XY Planning Network, Inc.
INCREASED
Shares20,852 from 8,438
Change+12,414 (+147%)
Value$821.4K (+$471.9K)
Filed 2026-10-14
Legacy Financial Group, Inc.
NEW
Shares19,641
Change+19,641
Value$773.7K
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares18,854 from 17,577
Change+1,277 (+7%)
Value$742.6K (+$14.8K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares18,476 from 18,476
Change0 (0%)
Value$727.8K (-$37.3K)
Filed 2026-10-15
Visionary Horizons, LLC
DECREASED
Shares18,029 from 18,170
Change-141 (-1%)
Value$710.2K (-$42.3K)
Filed 2026-10-22
Wealth Management Nebraska
INCREASED
Shares16,712 from 15,266
Change+1,446 (+9%)
Value$658.3K (+$26.1K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares14,757 from 21,031
Change-6,274 (-30%)
Value$581.3K (-$289.6K)
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares14,524
Change+14,524
Value$572.1K
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares14,394 from 14,154
Change+240 (+2%)
Value$567.0K (-$19.1K)
Filed 2026-10-28
Boomfish Wealth Group, LLC
INCREASED
Shares14,199 from 6,049
Change+8,150 (+135%)
Value$559.3K (+$308.8K)
Filed 2026-10-22
Stonehearth Capital Management, LLC
NEW
Shares13,694
Change+13,694
Value$539.4K
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares12,468 from 18,521
Change-6,053 (-33%)
Value$491.1K (-$275.9K)
Filed 2026-10-29
Bank of New Hampshire
UNCHANGED
Shares12,445 from 12,445
Change0 (0%)
Value$490.2K (-$25.1K)
Filed 2026-10-06
Great Point Wealth Advisors, LLC
INCREASED
Shares10,563 from 10,480
Change+83 (+1%)
Value$416.1K (-$17.9K)
Filed 2026-10-15
Prudent Investor Advisors, LLC
NEW
Shares8,412
Change+8,412
Value$331.3K
Filed 2026-10-22
Acropolis Investment Management, LLC
NEW
Shares7,600
Change+7,600
Value$299.4K
Filed 2026-10-08
Oceanside Advisors LLC
INCREASED
Shares7,109 from 7,025
Change+84 (+1%)
Value$280.0K (-$10.9K)
Filed 2026-11-03
Winebrenner Capital Management LLC
INCREASED
Shares6,993 from 6,857
Change+136 (+2%)
Value$275.5K (-$8.5K)
Filed 2026-10-07
Atwood & Palmer Inc
UNCHANGED
Shares6,635 from 6,635
Change0 (0%)
Value$261.4K (-$13.4K)
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
NEW
Shares5,887
Change+5,887
Value$231.9K
Filed 2026-11-02
Freedom Day Solutions, LLC
UNCHANGED
Shares5,717 from 5,717
Change0 (0%)
Value$225.2K (-$11.5K)
Filed 2026-10-20
Ares Financial Consulting, LLC
UNCHANGED
Shares5,636 from 5,636
Change0 (0%)
Value$222.0K (-$11.4K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
DECREASED
Shares4,240 from 5,026
Change-786 (-16%)
Value$167.0K (-$41.1K)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares3,111 from 2,805
Change+306 (+11%)
Value$122.5K (+$6.4K)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares2,006 from 910
Change+1,096 (+120%)
Value$79.1K (+$41.4K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,422 from 1,441
Change-19 (-1%)
Value$56.0K (-$3.7K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares1,079
Change+1,079
Value$42.5K
Filed 2026-10-27
Private Trust Co NA
NEW
Shares806
Change+806
Value$31.7K
Filed 2026-10-20
Lodestone Wealth Management LLC
INCREASED
Shares620 from 613
Change+7 (+1%)
Value$24.4K (-$977)
Filed 2026-10-14
Kingdom Financial Group Llc.
INCREASED
Shares529 from 448
Change+81 (+18%)
Value$20.8K (+$2.3K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares525
Change+525
Value$20.7K
Filed 2026-10-21
RHL Group, LLC
DECREASED
Shares443 from 3,098
Change-2,655 (-86%)
Value$17.5K (-$109.6K)
Filed 2026-11-04
PFC Capital Group, Inc.
INCREASED
Shares412 from 285
Change+127 (+45%)
Value$16.2K (+$16.2K)
Filed 2026-11-06
Elevated Capital Advisors, LLC
DECREASED
Shares341 from 4,369
Change-4,028 (-92%)
Value$13.4K (-$167.5K)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$11.9K (-$610)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares281 from 291
Change-10 (-3%)
Value$11.1K (-$981)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares233 from 175
Change+58 (+33%)
Value$9.2K (+$1.9K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares122 from 721
Change-599 (-83%)
Value$4.8K (-$25.1K)
Filed 2026-11-06
LAM Group, Inc.
DECREASED
Shares115 from 1,785
Change-1,670 (-94%)
Value$4.5K (-$69.4K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares93
Change+93
Value$3.7K
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$2.0K (-$82)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$748 (-$39)
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares17
Change+17
Value$670
Filed 2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$592 (-$28)
Filed 2026-11-02
Elser Financial Planning, Inc
CLOSED
Shares0 from 12,965
Change-12,965 (-100%)
Value$0 (-$536.9K)
Filed 2026-10-16
Merit Financial Group, LLC
CLOSED
Shares0 from 9,660
Change-9,660 (-100%)
Value$0 (-$400.0K)
Filed 2026-11-06
Beacon Capital Management, LLC
CLOSED
Shares0 from 6,616
Change-6,616 (-100%)
Value$0 (-$274.0K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 5,776
Change-5,776 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-15
Asset Dedication, LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$13.5K)
Filed 2026-11-03
AE Wealth Management LLC
N/A
Shares— from 6,527,797
Change-6,527,797 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,802,723
Change-2,802,723 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,065,939
Change-2,065,939 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,570,423
Change-1,570,423 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,453,103
Change-1,453,103 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,151,126
Change-1,151,126 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 754,164
Change-754,164 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 667,155
Change-667,155 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 651,414
Change-651,414 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 526,744
Change-526,744 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 347,406
Change-347,406 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 300,686
Change-300,686 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 204,416
Change-204,416 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 193,793
Change-193,793 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 172,083
Change-172,083 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 148,924
Change-148,924 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 148,583
Change-148,583 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 132,047
Change-132,047 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 103,305
Change-103,305 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 101,790
Change-101,790 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 98,946
Change-98,946 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,308
Change-96,308 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 92,416
Change-92,416 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 90,260
Change-90,260 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 76,445
Change-76,445 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 68,659
Change-68,659 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 66,435
Change-66,435 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 63,159
Change-63,159 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 57,893
Change-57,893 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 57,721
Change-57,721 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 51,351
Change-51,351 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,927
Change-42,927 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 35,399
Change-35,399 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 35,372
Change-35,372 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,887
Change-30,887 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 30,213
Change-30,213 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 28,695
Change-28,695 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,499
Change-28,499 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,788
Change-26,788 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 25,905
Change-25,905 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 25,640
Change-25,640 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 25,449
Change-25,449 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,643
Change-22,643 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,757
Change-21,757 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19,175
Change-19,175 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 18,245
Change-18,245 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 16,830
Change-16,830 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,210
Change-13,210 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,175
Change-12,175 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 11,865
Change-11,865 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,229
Change-7,229 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 5,713
Change-5,713 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 725
Change-725 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
UBS Group AG
N/A
Shares— from 100
Change-100 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 64
Change-64 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Verus Financial Partners, Inc.
DECREASED1,541,5841,555,647-14,063-1%$64.4M$60.7M-$3.7M2026-10-29
Simplicity Wealth,LLC
DECREASED1,079,6601,283,956-204,296-16%$53.2M$42.5M-$10.6M2026-10-23
Regatta Capital Group, LLC
INCREASED906,619865,475+41,144+5%$35.8M$35.7M-$127.6K2026-10-23
Echo Wealth Management, LLC
INCREASED900,669828,460+72,209+9%$34.3M$35.5M+$1.2M2026-10-15
BCR Wealth Strategies, LLC
INCREASED881,405853,777+27,628+3%$35.4M$34.7M-$635.5K2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED715,970683,919+32,051+5%$28.3M$28.2M-$119.0K2026-11-02
LPL Financial LLC
DECREASED705,309811,747-106,438-13%$33.6M$27.8M-$5.8M2026-11-06
Park Avenue Securities LLC
DECREASED653,295708,154-54,859-8%$29.3M$25.7M-$3.6M2026-10-26
Highland Financial Advisors, LLC
INCREASED616,150594,740+21,410+4%$24.6M$24.3M-$358.0K2026-10-19
Centennial Wealth Advisory LLC
INCREASED565,930553,222+12,708+2%$22.9M$22.3M-$617.3K2026-10-16
LexAurum Advisors, LLC
INCREASED549,151514,015+35,136+7%$21.3M$21.6M+$345.7K2026-10-19
Creative Planning
INCREASED549,064521,414+27,650+5%$21.6M$21.6M+$35.9K2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED496,642497,752-1,1100%$20.6M$19.6M-$1.0M2026-10-22
Truist Financial Corp
INCREASED469,530417,865+51,665+12%$17.3M$18.5M+$1.2M2026-10-30
Allodium Investment Consultants, LLC
INCREASED421,802383,166+38,636+10%$15.9M$16.6M+$747.9K2026-10-14
Axxcess Wealth Management, LLC
DECREASED379,471526,067-146,596-28%$21.8M$14.9M-$6.8M2026-10-21
Align Financial, LLC
INCREASED366,727363,191+3,536+1%$15.0M$14.4M-$594.4K2026-10-16
Continuum Wealth Advisors, LLC
DECREASED332,115413,351-81,236-20%$17.1M$13.1M-$4.0M2026-10-20
Networth Advisors, LLC
INCREASED316,547303,799+12,748+4%$12.6M$12.5M-$111.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW315,677—+315,677——$12.5M—2026-10-13
Ferguson Johnson Wealth Management Inc
INCREASED299,946288,554+11,392+4%$11.9M$11.8M-$134.1K2026-11-05
Ejmk Ventures LLC
INCREASED299,677257,533+42,144+16%$10.7M$11.8M+$1.1M2026-10-21
Kestra Investment Management, LLC
INCREASED297,900284,724+13,176+5%$11.8M$11.7M-$56.1K2026-11-04
Allworth Financial LP
INCREASED292,676289,797+2,879+1%$12.0M$12.1M+$119.2K2026-11-06
Cogent Private Wealth, Inc.
DECREASED267,393273,103-5,710-2%$11.3M$10.5M-$776.6K2026-11-06
Commonwealth Equity Services, LLC
INCREASED247,757235,829+11,928+5%$9.8M$9.8M-$6.5K2026-11-02
IronOak Wealth Llc.
NEW228,186—+228,186——$9.0M—2026-11-06
Wealth Alliance Advisory Group, LLC
INCREASED224,866222,640+2,226+1%$9.2M$8.9M-$362.1K2026-10-14
Pacific Asset Management, LLC
DECREASED191,551195,503-3,952-2%$8.1M$7.5M-$550.6K2026-10-15
Herold Advisors, Inc.
DECREASED185,470188,219-2,749-1%$7.8M$7.3M-$486.4K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED175,584154,878+20,706+13%$6.4M$6.9M+$502.8K2026-11-05
Werba Rubin Papier Wealth Management
INCREASED161,061153,581+7,480+5%$6.4M$6.3M-$15.6K2026-11-06
Kestra Advisory Services, LLC
INCREASED153,974115,169+38,805+34%$4.8M$6.1M+$1.3M2026-11-02
B&D White Capital Company, LLC
INCREASED149,627144,961+4,666+3%$6.0M$5.9M-$109.0K2026-11-02
Plancorp, LLC
DECREASED148,508148,512-40%$6.1M$6.0M-$100.4K2026-11-03
CoreCap Advisors, LLC
DECREASED146,341164,608-18,267-11%$6.8M$5.8M-$1.1M2026-10-08
Mattern Capital Management, LLC
DECREASED144,379145,608-1,229-1%$6.0M$5.7M-$342.5K2026-11-02
Savant Capital, LLC
INCREASED139,468133,497+5,971+4%$5.5M$5.5M-$34.5K2026-11-06
Mattern Wealth Management LLC
DECREASED111,622114,663-3,041-3%$4.7M$4.4M-$351.4K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED111,499108,749+2,750+3%$4.5M$4.4M-$111.0K2026-11-02
Quantum Financial Advisors, LLC
DECREASED99,256100,536-1,280-1%$4.2M$3.9M-$253.5K2026-11-03
Visionary Wealth Advisors
INCREASED93,65056,169+37,481+67%$2.3M$3.7M+$1.4M2026-11-04
SC&H Financial Advisors, Inc.
INCREASED87,84087,837+30%$3.6M$3.5M-$177.3K2026-10-14
Buck Wealth Strategies, LLC
DECREASED86,392132,400-46,008-35%$5.5M$3.4M-$2.1M2026-10-28
Wheels Up Wealth, Inc.
INCREASED85,24481,380+3,864+5%$3.4M$3.4M-$12.2K2026-10-27
Diversify Advisory Services, LLC
INCREASED78,32147,208+31,113+66%$1.9M$3.1M+$1.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED78,32147,208+31,113+66%$1.9M$3.1M+$1.2M2026-10-20
marrick wealth, LLC
INCREASED74,43964,421+10,018+16%$2.7M$2.9M+$264.5K2026-10-20
Freedom Financial Partners LLC
INCREASED73,92343,239+30,684+71%$1.8M$2.9M+$1.1M2026-10-19
Index Fund Advisors, Inc.
INCREASED72,07568,259+3,816+6%$2.8M$2.8M+$12.4K2026-11-05
RED Lighthouse Investment Management, LLC
DECREASED70,49270,721-2290%$2.9M$2.8M-$151.9K2026-11-02
Approach Retirement Advisors, LLC
INCREASED68,03467,793+241+0%$2.8M$2.7M-$127.5K2026-10-22
Spectrum Advisors, Inc.
INCREASED67,05950,640+16,419+32%$2.1M$2.6M+$544.5K2026-11-03
Tillman Hartley LLC
INCREASED64,52839,448+25,080+64%$1.6M$2.5M+$908.2K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED58,52353,055+5,468+10%$2.2M$2.3M+$108.2K2026-10-13
Cap Partners, LLC
INCREASED54,53553,855+680+1%$2.2M$2.1M-$82.0K2026-10-19
Compound Planning, Inc.
NEW51,151—+51,151——$2.0M—2026-11-05
Leading Edge Financial Planning LLC
INCREASED48,68343,086+5,597+13%$1.8M$1.9M+$133.4K2026-10-23
WMG Financial Advisors, LLC
UNCHANGED46,42246,42200%$1.9M$1.9M$02026-10-28
Clarity Asset Management, Inc.
INCREASED42,61941,947+672+2%$1.7M$1.7M-$58.2K2026-10-14
L.K. Benson & Company, P.C.
INCREASED39,56339,242+321+1%$1.6M$1.6M-$66.6K2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED38,67079,911-41,241-52%$3.3M$1.5M-$1.8M2026-10-16
Bannerman Wealth Management Group, LLC
DECREASED29,89030,640-750-2%$1.3M$1.2M-$91.4K2026-10-09
Life Planning Partners, Inc
DECREASED28,91631,799-2,883-9%$1.3M$1.1M-$177.8K2026-10-28
Northwest Wealth Management, LLC
UNCHANGED24,68224,68200%$1.0M$972.2K-$49.9K2026-10-30
Quarry Hill Advisors, LLC
INCREASED22,78722,725+62+0%$941.1K$897.6K-$43.5K2026-11-04
Apella Capital, LLC
DECREASED21,69428,466-6,772-24%$1.2M$853.2K-$316.7K2026-10-08
XY Planning Network, Inc.
INCREASED20,8528,438+12,414+147%$349.4K$821.4K+$471.9K2026-10-14
Legacy Financial Group, Inc.
NEW19,641—+19,641——$773.7K—2026-10-21
Jacobi Capital Management LLC
INCREASED18,85417,577+1,277+7%$727.9K$742.6K+$14.8K2026-11-05
3 Factor Indexing, LLC
UNCHANGED18,47618,47600%$765.1K$727.8K-$37.3K2026-10-15
Visionary Horizons, LLC
DECREASED18,02918,170-141-1%$752.5K$710.2K-$42.3K2026-10-22
Wealth Management Nebraska
INCREASED16,71215,266+1,446+9%$632.2K$658.3K+$26.1K2026-10-26
Fifth Third Bancorp
DECREASED14,75721,031-6,274-30%$870.9K$581.3K-$289.6K2026-11-05
RFG Advisory, LLC
NEW14,524—+14,524——$572.1K—2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED14,39414,154+240+2%$586.1K$567.0K-$19.1K2026-10-28
Boomfish Wealth Group, LLC
INCREASED14,1996,049+8,150+135%$250.5K$559.3K+$308.8K2026-10-22
Stonehearth Capital Management, LLC
NEW13,694—+13,694——$539.4K—2026-10-13
Certified Advisory Corp
DECREASED12,46818,521-6,053-33%$767.0K$491.1K-$275.9K2026-10-29
Bank of New Hampshire
UNCHANGED12,44512,44500%$515.3K$490.2K-$25.1K2026-10-06
Great Point Wealth Advisors, LLC
INCREASED10,56310,480+83+1%$434.0K$416.1K-$17.9K2026-10-15
Prudent Investor Advisors, LLC
NEW8,412—+8,412——$331.3K—2026-10-22
Acropolis Investment Management, LLC
NEW7,600—+7,600——$299.4K—2026-10-08
Oceanside Advisors LLC
INCREASED7,1097,025+84+1%$290.9K$280.0K-$10.9K2026-11-03
Winebrenner Capital Management LLC
INCREASED6,9936,857+136+2%$283.9K$275.5K-$8.5K2026-10-07
Atwood & Palmer Inc
UNCHANGED6,6356,63500%$274.8K$261.4K-$13.4K2026-10-08
Ullmann Wealth Partners Group, LLC
NEW5,887—+5,887——$231.9K—2026-11-02
Freedom Day Solutions, LLC
UNCHANGED5,7175,71700%$236.7K$225.2K-$11.5K2026-10-20
Ares Financial Consulting, LLC
UNCHANGED5,6365,63600%$233.4K$222.0K-$11.4K2026-10-19
Lloyd Advisory Services, Llc.
DECREASED4,2405,026-786-16%$208.1K$167.0K-$41.1K2026-11-02
Albion Financial Group
INCREASED3,1112,805+306+11%$116.2K$122.5K+$6.4K2026-10-21
Golden State Wealth Management, LLC
INCREASED2,006910+1,096+120%$37.7K$79.1K+$41.4K2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED1,4221,441-19-1%$59.7K$56.0K-$3.7K2026-11-02
Balance Wealth Partners LLC
NEW1,079—+1,079——$42.5K—2026-10-27
Private Trust Co NA
NEW806—+806——$31.7K—2026-10-20
Lodestone Wealth Management LLC
INCREASED620613+7+1%$25.4K$24.4K-$9772026-10-14
Kingdom Financial Group Llc.
INCREASED529448+81+18%$18.6K$20.8K+$2.3K2026-11-04
Root Financial Partners, LLC
NEW525—+525——$20.7K—2026-10-21
RHL Group, LLC
DECREASED4433,098-2,655-86%$127.0K$17.5K-$109.6K2026-11-04
PFC Capital Group, Inc.
INCREASED412285+127+45%$11$16.2K+$16.2K2026-11-06
Elevated Capital Advisors, LLC
DECREASED3414,369-4,028-92%$180.9K$13.4K-$167.5K2026-11-04
Rossby Financial, LCC
UNCHANGED30230200%$12.5K$11.9K-$6102026-11-05
Key Capital Management, Inc
DECREASED281291-10-3%$12.1K$11.1K-$9812026-11-03
Tounjian Advisory Partners, LLC
INCREASED233175+58+33%$7.2K$9.2K+$1.9K2026-11-04
PNC Financial Services Group, Inc.
DECREASED122721-599-83%$29.9K$4.8K-$25.1K2026-11-06
LAM Group, Inc.
DECREASED1151,785-1,670-94%$73.9K$4.5K-$69.4K2026-10-26
Nova Financial LLC
NEW93—+93——$3.7K—2026-11-04
Larson Financial Group LLC
INCREASED5251+1+2%$2.1K$2.0K-$822026-11-05
Compass Financial Management LLC
UNCHANGED191900%$787$748-$392026-10-30
POM Investment Strategies, LLC
NEW17—+17——$670—2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED151500%$620$592-$282026-11-02
Elser Financial Planning, Inc
CLOSED012,965-12,965-100%$536.9K$0-$536.9K2026-10-16
Merit Financial Group, LLC
CLOSED09,660-9,660-100%$400.0K$0-$400.0K2026-11-06
Beacon Capital Management, LLC
CLOSED06,616-6,616-100%$274.0K$0-$274.0K2026-10-23
WealthPlan Investment Management, LLC
CLOSED05,776-5,776-100%$239.2K$0-$239.2K2026-10-15
Asset Dedication, LLC
CLOSED0327-327-100%$13.5K$0-$13.5K2026-11-03
AE Wealth Management LLC
N/A—6,527,797-6,527,797-100%$270.3M———
Morgan Stanley
N/A—2,802,723-2,802,723-100%$116.1M———
Envestnet Asset Management Inc
N/A—2,065,939-2,065,939-100%$85.6M———
American Century Companies Inc
N/A—1,570,423-1,570,423-100%$65.0M———
Janney Montgomery Scott LLC
N/A—1,453,103-1,453,103-100%$60.2M———
Great Valley Advisor Group, Inc.
N/A—1,151,126-1,151,126-100%$47.7M———
Pacific Life Fund Advisors LLC
N/A—754,164-754,164-100%$31.2M———
Hill Investment Group Partners, LLC
N/A—667,155-667,155-100%$27.6M———
Raymond James Financial Inc
N/A—651,414-651,414-100%$27.0M———
Royal Bank of Canada
N/A—526,744-526,744-100%$21.8M———
Cresset Asset Management, LLC
N/A—347,406-347,406-100%$14.4M———
Wells Fargo & Company
N/A—300,686-300,686-100%$12.5M———
Trajan Wealth LLC
N/A—204,416-204,416-100%$8.5M———
GTS Securities LLC
N/A—193,793-193,793-100%$8.0M———
Financial Plan, Inc.
N/A—172,083-172,083-100%$7.1M———
MML Investors Services, LLC
N/A—148,924-148,924-100%$6.2M———
Private Advisor Group, LLC
N/A—148,583-148,583-100%$6.2M———
Dogwood Wealth Management LLC
N/A—132,047-132,047-100%$5.5M———
McCartney Wealth Management LLC
N/A—103,305-103,305-100%$4.3M———
Arax Advisory Partners
N/A—101,790-101,790-100%$4.2M———
Arcadia Wealth Management, Inc.
N/A—98,946-98,946-100%$4.1M———
Osaic Holdings, Inc.
N/A—96,308-96,308-100%$4.0M———
Independent Advisor Alliance
N/A—92,416-92,416-100%$3.8M———
Planwiser Financial, LLC
N/A—90,260-90,260-100%$3.7M———
AQR Capital Management LLC
N/A—76,445-76,445-100%$3.2M———
Silver OAK Securities, Incorporated
N/A—68,659-68,659-100%$2.8M———
IHT Wealth Management, LLC
N/A—66,435-66,435-100%$2.8M———
WCG Wealth Advisors LLC
N/A—63,159-63,159-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—57,893-57,893-100%$2.4M———
Old Mission Capital LLC
N/A—57,721-57,721-100%$2.4M———
Goldman Sachs Group Inc
N/A—51,351-51,351-100%$2.1M———
Citadel Advisors LLC
N/A—42,927-42,927-100%$1.8M———
ATLas Financial Planning LLC
N/A—35,399-35,399-100%$1.5M———
Orion Capital Management LLC
N/A—35,372-35,372-100%$1.5M———
Ameriprise Financial Inc
N/A—30,887-30,887-100%$1.3M———
Focus Partners Wealth
N/A—30,213-30,213-100%$1.3M———
Truepoint, Inc.
N/A—28,695-28,695-100%$1.2M———
Susquehanna International Group, LLP
N/A—28,499-28,499-100%$1.2M———
Jane Street Group, LLC
N/A—26,788-26,788-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—25,905-25,905-100%$1.1M———
Grand Wealth Management, LLC
N/A—25,640-25,640-100%$1.1M———
Secured Retirement Advisors, LLC
N/A—25,449-25,449-100%$1.1M———
Betterment LLC
N/A—24,698-24,698-100%$1.0M———
JPMorgan Chase & Co
N/A—22,643-22,643-100%$941.3K———
Jones Financial Companies Lllp
N/A—21,757-21,757-100%$904.0K———
Eaton-Cambridge Inc.
N/A—20,936-20,936-100%$867.0K———
Fiduciary Financial Advisors
N/A—19,175-19,175-100%$794.0K———
FSA Advisors, Inc.
N/A—18,245-18,245-100%$755.5K———
Goldstone Financial Group, LLC
N/A—16,830-16,830-100%$696.9K———
Foundations Investment Advisors, LLC
N/A—13,210-13,210-100%$547.0K———
CreativeOne Wealth, LLC
N/A—12,175-12,175-100%$504.2K———
Beaird Harris Wealth Management, LLC
N/A—11,865-11,865-100%$491.3K———
OneDigital Investment Advisors LLC
N/A—10,404-10,404-100%$430.8K———
National Bank of Canada
N/A—9,011-9,011-100%$372.7K———
Richmond Brothers, Inc.
N/A—8,600-8,600-100%$356.1K———
Mutual Advisors, LLC
N/A—8,044-8,044-100%$333.1K———
KEB Asset Management, LLC
N/A—7,722-7,722-100%$319.8K———
Vestmark Advisory Solutions, Inc.
N/A—7,705-7,705-100%$319.1K———
Kingsview Wealth Management, LLC
N/A—7,229-7,229-100%$299.4K———
Morris Financial Concepts, Inc.
N/A—6,836-6,836-100%$283.1K———
Gotham Asset Management, LLC
N/A—6,574-6,574-100%$272.2K———
Beacon Pointe Advisors, LLC
N/A—6,534-6,534-100%$270.6K———
Baird Financial Group, Inc.
N/A—6,216-6,216-100%$257.4K———
Northwestern Mutual Wealth Management Co
N/A—6,106-6,106-100%$252.9K———
First American Trust, FSB
N/A—5,713-5,713-100%$236.6K———
JDM Financial Group LLC
N/A—5,109-5,109-100%$211.6K———
Nwam LLC
N/A—5,100-5,100-100%$211.2K———
Keel Point, LLC
N/A—4,863-4,863-100%$201.4K———
Cardiff Park Advisors, LLC
N/A—4,595-4,595-100%$190.3K———
Rockefeller Capital Management L.P.
N/A—2,975-2,975-100%$123.2K———
IFG Advisory, LLC
N/A—1,793-1,793-100%$74.2K———
Geneos Wealth Management Inc.
N/A—1,317-1,317-100%$54.5K———
CVA Family Office, LLC
N/A—1,284-1,284-100%$53.2K———
SHP Wealth Management
N/A—725-725-100%$30.0K———
Global Retirement Partners, LLC
N/A—583-583-100%$24.1K———
UBS Group AG
N/A—100-100-100%$4.1K———
Huntington National Bank
N/A—64-64-100%$2.7K———
Vanguard Advisers Inc
N/A—18-18-100%$745———
Showing 194 of 194 institutions