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Amplify Blockchain Tech ETF (BLOK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares396,545 from 551,638
Change-155,093 (-28%)
Value$24.3M (-$10.3M)
Filed 2026-10-08
Thryve Wealth Management LLC
INCREASED
Shares148,668 from 145,321
Change+3,347 (+2%)
Value$9.1M (+$1.5K)
Filed 2026-10-09
Carter Financial Group, Inc.
INCREASED
Shares120,804 from 120,017
Change+787 (+1%)
Value$7.4M (-$119.9K)
Filed 2026-10-21
Columbus Macro, LLC
INCREASED
Shares99,580 from 98,258
Change+1,322 (+1%)
Value$6.1M (-$56.6K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares90,474 from 89,777
Change+697 (+1%)
Value$5.5M (-$83.0K)
Filed 2026-11-02
Gerber, LLC
DECREASED
Shares88,280 from 89,771
Change-1,491 (-2%)
Value$5.4M (-$217.0K)
Filed 2026-10-21
Oasis Advisors, LLC
INCREASED
Shares74,253 from 53,610
Change+20,643 (+39%)
Value$4.5M (+$1.2M)
Filed 2026-10-16
Bridgelight Financial Advisors, Inc.
DECREASED
Shares62,950 from 62,967
Change-17 (0%)
Value$3.9M (-$89.2K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares60,707 from 61,759
Change-1,052 (-2%)
Value$3.7M (-$151.0K)
Filed 2026-11-02
Eagle Strategies LLC
DECREASED
Shares48,490 from 50,827
Change-2,337 (-5%)
Value$3.0M (-$214.3K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares45,516 from 101,335
Change-55,819 (-55%)
Value$2.8M (-$3.6M)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares42,565 from 42,533
Change+32 (+0%)
Value$2.6M (-$57.6K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares39,469 from 39,527
Change-58 (0%)
Value$2.4K (-$2.5M)
Filed 2026-10-02
Moran Wealth Management, LLC
INCREASED
Shares30,792 from 28,928
Change+1,864 (+6%)
Value$1.9M (+$73.6K)
Filed 2026-10-22
Strategic Wealth Investment Group, LLC
DECREASED
Shares29,153 from 29,660
Change-507 (-2%)
Value$1.8M (-$72.6K)
Filed 2026-10-29
Vise Technologies, Inc.
NEW
Shares26,467
Change+26,467
Value$1.6M
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,859 from 13,073
Change+12,786 (+98%)
Value$1.5M (+$700.3K)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares24,201 from 24,501
Change-300 (-1%)
Value$1.5M (-$52.7K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares20,961
Change+20,961
Value$1.3M
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares20,411 from 20,692
Change-281 (-1%)
Value$1.1M (-$113.9K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares20,112 from 22,714
Change-2,602 (-11%)
Value$1.2M (-$191.1K)
Filed 2026-10-22
Florin Court Capital LLP
INCREASED
Shares19,800 from 15,000
Change+4,800 (+32%)
Value$1.2M (+$272.9K)
Filed 2026-11-02
Kaizen Financial Strategies
UNCHANGED
Shares19,130 from 19,130
Change0 (0%)
Value$1.2M (-$27.7K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares18,207 from 16,970
Change+1,237 (+7%)
Value$1.1M (+$47.9K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares17,967 from 17,648
Change+319 (+2%)
Value$1.1M (-$5.2K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares17,788 from 17,310
Change+478 (+3%)
Value$1.1M (+$5.0K)
Filed 2026-10-15
Matauro, LLC
INCREASED
Shares15,332 from 15,312
Change+20 (+0%)
Value$938.8K (-$20.2K)
Filed 2026-11-03
Arwa LLC
INCREASED
Shares15,238 from 10,201
Change+5,037 (+49%)
Value$894.0K (+$285.6K)
Filed 2026-10-21
Triad Wealth Partners, LLC
NEW
Shares14,742
Change+14,742
Value$902.7K
Filed 2026-10-26
Almanack Investment Partners, Llc.
NEW
Shares14,517
Change+14,517
Value$888.9K
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares14,305 from 18,693
Change-4,388 (-23%)
Value$875.9K (-$294.9K)
Filed 2026-11-02
180 Wealth Advisors, LLC
NEW
Shares14,276
Change+14,276
Value$874.1K
Filed 2026-11-03
Roman Butler Fullerton & Co
INCREASED
Shares10,202 from 9,996
Change+206 (+2%)
Value$555.5K (-$52.4K)
Filed 2026-10-27
Bison Wealth, LLC
DECREASED
Shares9,985 from 10,841
Change-856 (-8%)
Value$589.3K (-$98.8K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares9,912 from 8,827
Change+1,085 (+12%)
Value$606.9K (+$54.1K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
INCREASED
Shares9,770 from 8,884
Change+886 (+10%)
Value$598.2K (+$42.6K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares9,721 from 7,483
Change+2,238 (+30%)
Value$595.2K (+$126.6K)
Filed 2026-11-03
Freedom Financial Partners LLC
DECREASED
Shares9,714 from 10,009
Change-295 (-3%)
Value$594.8K (-$32.1K)
Filed 2026-10-19
PFG Advisors
NEW
Shares9,581
Change+9,581
Value$586.7K
Filed 2026-10-16
Paladin Wealth, LLC
DECREASED
Shares9,109 from 10,154
Change-1,045 (-10%)
Value$557.8K (-$78.2K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares8,750 from 11,955
Change-3,205 (-27%)
Value$535.8K (-$213.0K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
UNCHANGED
Shares8,562 from 8,562
Change0 (0%)
Value$524.3K (+$8.4K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares8,382 from 6,403
Change+1,979 (+31%)
Value$513.3K (+$112.2K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares7,383 from 8,403
Change-1,020 (-12%)
Value$452.1K (-$74.2K)
Filed 2026-10-30
James Investment Research, Inc.
INCREASED
Shares6,973 from 6,467
Change+506 (+8%)
Value$427.0K (+$21.9K)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares6,920 from 6,940
Change-20 (0%)
Value$423.7K (-$10.9K)
Filed 2026-10-13
Perigon Wealth Management, LLC
NEW
Shares6,619
Change+6,619
Value$405.3K
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,350 from 6,360
Change-10 (0%)
Value$388.8K (-$9.5K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares5,962 from 7,247
Change-1,285 (-18%)
Value$365.0K (-$88.8K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares5,698 from 5,698
Change0 (0%)
Value$348.9K (-$8.0K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares5,411 from 5,370
Change+41 (+1%)
Value$331.3K (-$5.0K)
Filed 2026-10-08
Worth Asset Management, LLC
DECREASED
Shares5,316 from 5,391
Change-75 (-1%)
Value$325.5K (-$12.1K)
Filed 2026-10-07
Fulton Bank, N.A.
UNCHANGED
Shares5,303 from 5,303
Change0 (0%)
Value$324.7K (-$7.4K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares5,112 from 5,212
Change-100 (-2%)
Value$313.0K (-$13.5K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares5,102 from 5,475
Change-373 (-7%)
Value$312.4K (-$30.5K)
Filed 2026-10-13
HCR Wealth Advisors
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$307.1K (-$7.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares4,921 from 4,560
Change+361 (+8%)
Value$301.3K (+$15.7K)
Filed 2026-10-08
Primoris Wealth Advisors, LLC
NEW
Shares4,850
Change+4,850
Value$297.0K
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares4,646 from 4,642
Change+4 (+0%)
Value$284.5K (-$6.3K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares4,604 from 4,533
Change+71 (+2%)
Value$281.9K (-$2.0K)
Filed 2026-10-26
Apella Capital, LLC
UNCHANGED
Shares4,563 from 4,563
Change0 (0%)
Value$275.4K (-$5.8K)
Filed 2026-10-08
Fiduciary Alliance LLC
DECREASED
Shares4,371 from 4,611
Change-240 (-5%)
Value$267.6K (-$21.2K)
Filed 2026-10-13
Lido Advisors, LLC
UNCHANGED
Shares4,255 from 4,255
Change0 (0%)
Value$260.6K (-$6.0K)
Filed 2026-11-04
WJ Wealth Management, LLC
NEW
Shares4,225
Change+4,225
Value$258.7K
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares4,171 from 4,171
Change0 (0%)
Value$255.4K (-$5.8K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares4,170 from 12,255
Change-8,085 (-66%)
Value$255.3K (-$512.2K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares4,097 from 3,843
Change+254 (+7%)
Value$250.8K (+$10.1K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,955 from 3,955
Change0 (0%)
Value$242.2K (-$5.5K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
NEW
Shares3,679
Change+3,679
Value$225.3K
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares3,570 from 3,663
Change-93 (-3%)
Value$218.6K (-$10.8K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
DECREASED
Shares3,460 from 3,960
Change-500 (-13%)
Value$211.9K (-$36.2K)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$211.5K (-$4.8K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$194.4K (-$4.4K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares2,240 from 2,048
Change+192 (+9%)
Value$137.1K (+$8.9K)
Filed 2026-10-15
First Premier Bank
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$124.0K (-$3.0K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$123.1K (-$2.8K)
Filed 2026-10-22
Simplex Trading, LLC
INCREASED
Shares1,675 from 1,288
Change+387 (+30%)
Value$102.6K (+$21.9K)
Filed 2026-11-04
Realta Investment Advisors
NEW
Shares1,521
Change+1,521
Value$93.1K
Filed 2026-10-14
Chilton Capital Management LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$73.5K (-$1.7K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$71.9K (-$1.6K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares1,101 from 1,391
Change-290 (-21%)
Value$67.4K (-$19.7K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares1,050 from 1,010
Change+40 (+4%)
Value$64.3K (+$1.0K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$53.0K (-$1.2K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares799
Change+799
Value$49
Filed 2026-10-02
Bokf, NA
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$48.0K (-$1.1K)
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$39.4K (-$900)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$38.6K (-$882)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$38.4K (-$878)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares561 from 560
Change+1 (+0%)
Value$34.3K (-$740)
Filed 2026-10-30
Godsey & Gibb, Inc
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$27.1K (-$620)
Filed 2026-10-14
Parallel Advisors, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$26.8K (-$613)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$23.8K (-$545)
Filed 2026-10-28
JFS Wealth Advisors, LLC
NEW
Shares386
Change+386
Value$23.6K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares359
Change+359
Value$22.0K
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$21.4K (-$489)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$17.2K (-$395)
Filed 2026-10-26
Bullock Wealth Management Group
NEW
Shares218
Change+218
Value$13.4K
Filed 2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$13.0K (-$297)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$12.4K (-$284)
Filed 2026-11-03
Highline Wealth Partners LLC
NEW
Shares200
Change+200
Value$12.2K
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares200 from 246
Change-46 (-19%)
Value$12.2K (-$3.2K)
Filed 2026-10-08
Main Street Group, LTD
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.2K (-$280)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$11.9K (-$256)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$8.8K (-$201)
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$8.5K (-$195)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$9 ($0)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$6.4K (-$146)
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.2K (-$142)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (-$140)
Filed 2026-11-02
Strategic Advocates LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.8K (-$133)
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.5K (-$126)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$5.3K (-$122)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares82 from 75
Change+7 (+9%)
Value$5.0K (+$323)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares77
Change+77
Value$4.7K
Filed 2026-10-21
Toth Financial Advisory Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.6K (-$105)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares73
Change+73
Value$4.5K
Filed 2026-11-02
Trust Co
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$4.3K (-$100)
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares64
Change+64
Value$3.9K
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.7K (-$78)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.0K (-$69)
Filed 2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.5K (-$57)
Filed 2026-10-07
West Paces Advisors Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.1K (-$49)
Filed 2026-10-13
Go Invest LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.8K (-$42)
Filed 2026-10-09
Golden State Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.7K (-$40)
Filed 2026-11-02
Kelleher Financial Advisors
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.1K (-$26)
Filed 2026-10-30
Citigroup Inc
NEW
Shares11
Change+11
Value$674
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$674 (-$15)
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$612 (-$14)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$613 (-$14)
Filed 2026-10-23
SBI Securities Co., Ltd.
NEW
Shares5
Change+5
Value$306
Filed 2026-10-22
Ares Financial Consulting, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$307 (-$6)
Filed 2026-10-19
FSA Investment Group, LLC
CLOSED
Shares0 from 28,832
Change-28,832 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-07
Arbor Capital Management Inc
CLOSED
Shares0 from 7,381
Change-7,381 (-100%)
Value$0 (-$423.9K)
Filed 2026-10-21
Maia Wealth LLC
CLOSED
Shares0 from 3,315
Change-3,315 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,231
Change-3,231 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-21
Innovative Advisory Group, LLC
CLOSED
Shares0 from 3,196
Change-3,196 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,497
Change-2,497 (-100%)
Value$0 (-$156.4K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 1,252
Change-1,252 (-100%)
Value$0 (-$78.4K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
CLOSED
Shares0 from 1,071
Change-1,071 (-100%)
Value$0 (-$67.1K)
Filed 2026-10-05
MCF Advisors LLC
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$27.3K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-14
Gill Capital Partners, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-04
Sims Investment Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$491.2K (+$79.6K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,680,571
Change-1,680,571 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 842,571
Change-842,571 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 493,001
Change-493,001 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 190,522
Change-190,522 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 162,655
Change-162,655 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 154,209
Change-154,209 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 146,627
Change-146,627 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 132,366
Change-132,366 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 98,984
Change-98,984 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 83,627
Change-83,627 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 79,643
Change-79,643 (-100%)
Value—
Nwam LLC
N/A
Shares— from 78,053
Change-78,053 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 75,175
Change-75,175 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 74,980
Change-74,980 (-100%)
Value—
Riggs Asset Managment Co. Inc.
N/A
Shares— from 72,705
Change-72,705 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 72,122
Change-72,122 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 71,930
Change-71,930 (-100%)
Value—
Thor Trading Advisors, LLC
N/A
Shares— from 66,334
Change-66,334 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 55,429
Change-55,429 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 54,052
Change-54,052 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 49,868
Change-49,868 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 49,818
Change-49,818 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 42,697
Change-42,697 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,390
Change-42,390 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 38,859
Change-38,859 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 37,672
Change-37,672 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36,627
Change-36,627 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 33,354
Change-33,354 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 29,966
Change-29,966 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 28,844
Change-28,844 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,011
Change-26,011 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 25,512
Change-25,512 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 25,045
Change-25,045 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 23,423
Change-23,423 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 23,043
Change-23,043 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 22,284
Change-22,284 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 18,808
Change-18,808 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,771
Change-18,771 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 18,589
Change-18,589 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 18,579
Change-18,579 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 14,989
Change-14,989 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,479
Change-14,479 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,237
Change-13,237 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,174
Change-13,174 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,013
Change-12,013 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,767
Change-11,767 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,349
Change-11,349 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,192
Change-10,192 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,125
Change-8,125 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
&partners
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 5,806
Change-5,806 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Towle & Co
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Amundi
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Brady Martz Wealth Solutions, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 697
Change-697 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 646
Change-646 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 623
Change-623 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 497
Change-497 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 420
Change-420 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 174
Change-174 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
High Point Wealth Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Central Trust Co
N/A
Shares— from 115
Change-115 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 89
Change-89 (-100%)
Value—
Acumen Wealth Advisors, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 52
Change-52 (-100%)
Value—
Silver Grove Financial Group, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 17
Change-17 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 15
Change-15 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED396,545551,638-155,093-28%$34.5M$24.3M-$10.3M2026-10-08
Thryve Wealth Management LLC
INCREASED148,668145,321+3,347+2%$9.1M$9.1M+$1.5K2026-10-09
Carter Financial Group, Inc.
INCREASED120,804120,017+787+1%$7.5M$7.4M-$119.9K2026-10-21
Columbus Macro, LLC
INCREASED99,58098,258+1,322+1%$6.2M$6.1M-$56.6K2026-10-14
Commonwealth Equity Services, LLC
INCREASED90,47489,777+697+1%$5.6M$5.5M-$83.0K2026-11-02
Gerber, LLC
DECREASED88,28089,771-1,491-2%$5.6M$5.4M-$217.0K2026-10-21
Oasis Advisors, LLC
INCREASED74,25353,610+20,643+39%$3.4M$4.5M+$1.2M2026-10-16
Bridgelight Financial Advisors, Inc.
DECREASED62,95062,967-170%$3.9M$3.9M-$89.2K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED60,70761,759-1,052-2%$3.9M$3.7M-$151.0K2026-11-02
Eagle Strategies LLC
DECREASED48,49050,827-2,337-5%$3.2M$3.0M-$214.3K2026-10-16
Oppenheimer & Co Inc
DECREASED45,516101,335-55,819-55%$6.3M$2.8M-$3.6M2026-10-26
IFP Advisors, Inc
INCREASED42,56542,533+32+0%$2.7M$2.6M-$57.6K2026-10-16
CX Institutional
DECREASED39,46939,527-580%$2.5M$2.4K-$2.5M2026-10-02
Moran Wealth Management, LLC
INCREASED30,79228,928+1,864+6%$1.8M$1.9M+$73.6K2026-10-22
Strategic Wealth Investment Group, LLC
DECREASED29,15329,660-507-2%$1.9M$1.8M-$72.6K2026-10-29
Vise Technologies, Inc.
NEW26,467—+26,467——$1.6M—2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED25,85913,073+12,786+98%$819.2K$1.5M+$700.3K2026-10-13
NTV Asset Management LLC
DECREASED24,20124,501-300-1%$1.5M$1.5M-$52.7K2026-10-23
Concurrent Investment Advisors, LLC
NEW20,961—+20,961——$1.3M—2026-10-16
Sovran Advisors, LLC
DECREASED20,41120,692-281-1%$1.2M$1.1M-$113.9K2026-11-02
Brookstone Capital Management
DECREASED20,11222,714-2,602-11%$1.4M$1.2M-$191.1K2026-10-22
Florin Court Capital LLP
INCREASED19,80015,000+4,800+32%$939.5K$1.2M+$272.9K2026-11-02
Kaizen Financial Strategies
UNCHANGED19,13019,13000%$1.2M$1.2M-$27.7K2026-10-09
StoneX Group Inc.
INCREASED18,20716,970+1,237+7%$1.1M$1.1M+$47.9K2026-11-03
Creative Planning
INCREASED17,96717,648+319+2%$1.1M$1.1M-$5.2K2026-11-02
WealthPlan Investment Management, LLC
INCREASED17,78817,310+478+3%$1.1M$1.1M+$5.0K2026-10-15
Matauro, LLC
INCREASED15,33215,312+20+0%$959.0K$938.8K-$20.2K2026-11-03
Arwa LLC
INCREASED15,23810,201+5,037+49%$608.4K$894.0K+$285.6K2026-10-21
Triad Wealth Partners, LLC
NEW14,742—+14,742——$902.7K—2026-10-26
Almanack Investment Partners, Llc.
NEW14,517—+14,517——$888.9K—2026-11-03
Kestra Advisory Services, LLC
DECREASED14,30518,693-4,388-23%$1.2M$875.9K-$294.9K2026-11-02
180 Wealth Advisors, LLC
NEW14,276—+14,276——$874.1K—2026-11-03
Roman Butler Fullerton & Co
INCREASED10,2029,996+206+2%$607.9K$555.5K-$52.4K2026-10-27
Bison Wealth, LLC
DECREASED9,98510,841-856-8%$688.0K$589.3K-$98.8K2026-10-13
Creative Financial Designs Inc
INCREASED9,9128,827+1,085+12%$552.8K$606.9K+$54.1K2026-11-04
ARQ Wealth Advisors, LLC
INCREASED9,7708,884+886+10%$555.6K$598.2K+$42.6K2026-10-29
Endowment Wealth Management, Inc.
INCREASED9,7217,483+2,238+30%$468.7K$595.2K+$126.6K2026-11-03
Freedom Financial Partners LLC
DECREASED9,71410,009-295-3%$626.9K$594.8K-$32.1K2026-10-19
PFG Advisors
NEW9,581—+9,581——$586.7K—2026-10-16
Paladin Wealth, LLC
DECREASED9,10910,154-1,045-10%$635.9K$557.8K-$78.2K2026-10-23
Visionary Wealth Advisors
DECREASED8,75011,955-3,205-27%$748.8K$535.8K-$213.0K2026-11-04
New England Private Wealth Advisors LLC
UNCHANGED8,5628,56200%$515.9K$524.3K+$8.4K2026-10-19
RFG Advisory, LLC
INCREASED8,3826,403+1,979+31%$401.1K$513.3K+$112.2K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED7,3838,403-1,020-12%$526.3K$452.1K-$74.2K2026-10-30
James Investment Research, Inc.
INCREASED6,9736,467+506+8%$405.0K$427.0K+$21.9K2026-10-22
Emerald Advisors, LLC
DECREASED6,9206,940-200%$434.7K$423.7K-$10.9K2026-10-13
Perigon Wealth Management, LLC
NEW6,619—+6,619——$405.3K—2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED6,3506,360-100%$398.3K$388.8K-$9.5K2026-11-03
Atria Investments, Inc
DECREASED5,9627,247-1,285-18%$453.9K$365.0K-$88.8K2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED5,6985,69800%$356.9K$348.9K-$8.0K2026-10-16
Titleist Asset Management, LLC
INCREASED5,4115,370+41+1%$336.3K$331.3K-$5.0K2026-10-08
Worth Asset Management, LLC
DECREASED5,3165,391-75-1%$337.6K$325.5K-$12.1K2026-10-07
Fulton Bank, N.A.
UNCHANGED5,3035,30300%$332.1K$324.7K-$7.4K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED5,1125,212-100-2%$326.4K$313.0K-$13.5K2026-10-30
Avior Wealth Management, LLC
DECREASED5,1025,475-373-7%$342.9K$312.4K-$30.5K2026-10-13
HCR Wealth Advisors
UNCHANGED5,0155,01500%$314.1K$307.1K-$7.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED4,9214,560+361+8%$285.6K$301.3K+$15.7K2026-10-08
Primoris Wealth Advisors, LLC
NEW4,850—+4,850——$297.0K—2026-10-28
Truist Financial Corp
INCREASED4,6464,642+4+0%$290.8K$284.5K-$6.3K2026-10-30
Lanark Financial, Inc.
INCREASED4,6044,533+71+2%$283.9K$281.9K-$2.0K2026-10-26
Apella Capital, LLC
UNCHANGED4,5634,56300%$281.2K$275.4K-$5.8K2026-10-08
Fiduciary Alliance LLC
DECREASED4,3714,611-240-5%$288.8K$267.6K-$21.2K2026-10-13
Lido Advisors, LLC
UNCHANGED4,2554,25500%$266.6K$260.6K-$6.0K2026-11-04
WJ Wealth Management, LLC
NEW4,225—+4,225——$258.7K—2026-11-03
Gamma Investing LLC
UNCHANGED4,1714,17100%$261.2K$255.4K-$5.8K2026-10-08
VestGen Advisors, LLC
DECREASED4,17012,255-8,085-66%$767.5K$255.3K-$512.2K2026-10-27
MGO One Seven LLC
INCREASED4,0973,843+254+7%$240.7K$250.8K+$10.1K2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED3,9553,95500%$247.7K$242.2K-$5.5K2026-11-02
Redhawk Wealth Advisors, Inc.
NEW3,679—+3,679——$225.3K—2026-10-14
Dynamic Advisor Solutions LLC
DECREASED3,5703,663-93-3%$229.4K$218.6K-$10.8K2026-10-13
Meridian Financial Advisors, LLC
DECREASED3,4603,960-500-13%$248.0K$211.9K-$36.2K2026-10-14
North Star Investment Management Corp.
UNCHANGED3,4553,45500%$216.4K$211.5K-$4.8K2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,1743,17400%$198.8K$194.4K-$4.4K2026-10-16
Blue Trust, Inc.
INCREASED2,2402,048+192+9%$128.3K$137.1K+$8.9K2026-10-15
First Premier Bank
UNCHANGED2,0202,02000%$127.0K$124.0K-$3.0K2026-10-13
Manchester Capital Management LLC
UNCHANGED2,0102,01000%$125.9K$123.1K-$2.8K2026-10-22
Simplex Trading, LLC
INCREASED1,6751,288+387+30%$80.7K$102.6K+$21.9K2026-11-04
Realta Investment Advisors
NEW1,521—+1,521——$93.1K—2026-10-14
Chilton Capital Management LLC
UNCHANGED1,2001,20000%$75.2K$73.5K-$1.7K2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED1,1751,17500%$73.6K$71.9K-$1.6K2026-10-29
Mather Group, Llc.
DECREASED1,1011,391-290-21%$87.1K$67.4K-$19.7K2026-10-14
AlphaCore Capital LLC
INCREASED1,0501,010+40+4%$63.3K$64.3K+$1.0K2026-11-04
Signaturefd, LLC
UNCHANGED86686600%$54.2K$53.0K-$1.2K2026-10-23
Polaris Financial Partners
NEW799—+799——$49—2026-10-02
Bokf, NA
UNCHANGED78478400%$49.1K$48.0K-$1.1K2026-10-27
Asset Dedication, LLC
UNCHANGED64364300%$40.3K$39.4K-$9002026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED63063000%$39.5K$38.6K-$8822026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED62762700%$39.3K$38.4K-$8782026-10-23
Spire Wealth Management
INCREASED561560+1+0%$35.1K$34.3K-$7402026-10-30
Godsey & Gibb, Inc
UNCHANGED44244200%$27.7K$27.1K-$6202026-10-14
Parallel Advisors, LLC
UNCHANGED43843800%$27.4K$26.8K-$6132026-11-03
Evolution Wealth Management Inc.
UNCHANGED38938900%$24.4K$23.8K-$5452026-10-28
JFS Wealth Advisors, LLC
NEW386—+386——$23.6K—2026-11-03
Team Financial Group, LLC
NEW359—+359——$22.0K—2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED34934900%$21.9K$21.4K-$4892026-11-04
Center for Financial Planning, Inc.
UNCHANGED28128100%$17.6K$17.2K-$3952026-10-26
Bullock Wealth Management Group
NEW218—+218——$13.4K—2026-10-09
Cedar Mountain Advisors, LLC
UNCHANGED21221200%$13.3K$13.0K-$2972026-10-15
Financial Perspectives, Inc
UNCHANGED20320300%$12.7K$12.4K-$2842026-11-03
Highline Wealth Partners LLC
NEW200—+200——$12.2K—2026-10-19
CoreCap Advisors, LLC
DECREASED200246-46-19%$15.4K$12.2K-$3.2K2026-10-08
Main Street Group, LTD
UNCHANGED20020000%$12.5K$12.2K-$2802026-10-28
Harbor Asset Planning, Inc.
UNCHANGED19419400%$12.1K$11.9K-$2562026-10-23
Armstrong Advisory Group, Inc
UNCHANGED14314300%$9.0K$8.8K-$2012026-10-09
Private Trust Co NA
UNCHANGED13913900%$8.7K$8.5K-$1952026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED13913900%$9$9$02026-11-04
Compass Financial Management LLC
UNCHANGED10410400%$6.5K$6.4K-$1462026-10-30
Nemes Rush Group LLC
UNCHANGED10110100%$6.3K$6.2K-$1422026-11-04
Westside Investment Management, Inc.
UNCHANGED10010000%$6.3K$6.1K-$1402026-11-02
Strategic Advocates LLC
UNCHANGED959500%$6.0K$5.8K-$1332026-11-03
Advocate Investing Services LLC
UNCHANGED909000%$5.6K$5.5K-$1262026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED878700%$5.5K$5.3K-$1222026-10-28
SJS Investment Consulting Inc.
INCREASED8275+7+9%$4.7K$5.0K+$3232026-10-26
Root Financial Partners, LLC
NEW77—+77——$4.7K—2026-10-21
Toth Financial Advisory Corp
UNCHANGED757500%$4.7K$4.6K-$1052026-10-08
Heritage Family Offices, LLP
NEW73—+73——$4.5K—2026-11-02
Trust Co
UNCHANGED717100%$4.4K$4.3K-$1002026-10-09
Latitude Advisors, LLC
NEW64—+64——$3.9K—2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED606000%$3.8K$3.7K-$782026-10-16
Assetmark, Inc
UNCHANGED494900%$3.1K$3.0K-$692026-10-21
Elevation Wealth Partners, LLC
UNCHANGED414100%$2.6K$2.5K-$572026-10-07
West Paces Advisors Inc.
UNCHANGED353500%$2.2K$2.1K-$492026-10-13
Go Invest LLC
UNCHANGED303000%$1.9K$1.8K-$422026-10-09
Golden State Wealth Management, LLC
UNCHANGED282800%$1.8K$1.7K-$402026-11-02
Kelleher Financial Advisors
UNCHANGED181800%$1.1K$1.1K-$262026-10-30
Citigroup Inc
NEW11—+11——$674—2026-11-04
Hoey Investments, Inc
UNCHANGED111100%$689$674-$152026-10-29
Biltmore Family Office, LLC
UNCHANGED101000%$626$612-$142026-11-03
Valley National Advisers Inc
UNCHANGED101000%$627$613-$142026-10-23
SBI Securities Co., Ltd.
NEW5—+5——$306—2026-10-22
Ares Financial Consulting, LLC
UNCHANGED5500%$313$307-$62026-10-19
FSA Investment Group, LLC
CLOSED028,832-28,832-100%$1.8M$0-$1.8M2026-10-07
Arbor Capital Management Inc
CLOSED07,381-7,381-100%$423.9K$0-$423.9K2026-10-21
Maia Wealth LLC
CLOSED03,315-3,315-100%$207.6K$0-$207.6K2026-10-19
Axxcess Wealth Management, LLC
CLOSED03,231-3,231-100%$202.4K$0-$202.4K2026-10-21
Innovative Advisory Group, LLC
CLOSED03,196-3,196-100%$200.2K$0-$200.2K2026-10-13
AdvisorNet Financial, Inc
CLOSED02,497-2,497-100%$156.4K$0-$156.4K2026-10-15
Reyes Financial Architecture, Inc.
CLOSED01,252-1,252-100%$78.4K$0-$78.4K2026-10-22
Rosenberg Matthew Hamilton
CLOSED01,071-1,071-100%$67.1K$0-$67.1K2026-10-05
MCF Advisors LLC
CLOSED0436-436-100%$27.3K$0-$27.3K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0177-177-100%$11.1K$0-$11.1K2026-10-14
Gill Capital Partners, LLC
CLOSED0149-149-100%$9.3K$0-$9.3K2026-10-13
Allspring Global Investments Holdings, LLC
CLOSED0113-113-100%$7.0K$0-$7.0K2026-11-04
Sims Investment Management, LLC
CLOSED016-16-100%$1.0K$0-$1.0K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$411.5K$491.2K+$79.6K2026-10-29
Morgan Stanley
N/A—1,680,571-1,680,571-100%$105.3M———
LPL Financial LLC
N/A—842,571-842,571-100%$52.8M———
Wells Fargo & Company
N/A—493,001-493,001-100%$30.9M———
Envestnet Asset Management Inc
N/A—190,522-190,522-100%$11.9M———
HighTower Advisors, LLC
N/A—162,655-162,655-100%$10.2M———
Cetera Investment Advisers
N/A—154,209-154,209-100%$9.7M———
Royal Bank of Canada
N/A—146,627-146,627-100%$9.2M———
GTS Securities LLC
N/A—132,366-132,366-100%$8.3M———
Janney Montgomery Scott LLC
N/A—98,984-98,984-100%$6.2M———
MML Investors Services, LLC
N/A—83,627-83,627-100%$5.2M———
Mattson Financial Services, LLC
N/A—79,643-79,643-100%$4.7M———
Nwam LLC
N/A—78,053-78,053-100%$4.9M———
Northwestern Mutual Wealth Management Co
N/A—75,175-75,175-100%$4.7M———
Ausdal Financial Partners, Inc.
N/A—74,980-74,980-100%$4.7M———
Riggs Asset Managment Co. Inc.
N/A—72,705-72,705-100%$4.6M———
Advyzon Investment Management, LLC
N/A—72,122-72,122-100%$4.5M———
Leavell Investment Management, Inc.
N/A—71,930-71,930-100%$4.5M———
Thor Trading Advisors, LLC
N/A—66,334-66,334-100%$4.2M———
Rockefeller Capital Management L.P.
N/A—55,429-55,429-100%$3.5M———
Baird Financial Group, Inc.
N/A—54,052-54,052-100%$3.4M———
Flow Traders U.S. LLC
N/A—49,868-49,868-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—49,818-49,818-100%$3.1M———
Merit Financial Group, LLC
N/A—42,697-42,697-100%$2.7M———
Jane Street Group, LLC
N/A—42,390-42,390-100%$2.7M———
Stifel Financial Corp
N/A—38,859-38,859-100%$2.4M———
SEI Investments Co
N/A—37,672-37,672-100%$2.4M———
Arax Advisory Partners
N/A—36,627-36,627-100%$2.3M———
Quattro Advisors LLC
N/A—33,354-33,354-100%$2.1M———
Wealthfront Advisers LLC
N/A—29,966-29,966-100%$1.9M———
Raymond James Financial Inc
N/A—28,844-28,844-100%$1.8M———
Susquehanna International Group, LLP
N/A—26,011-26,011-100%$1.6M———
Western Wealth Management, LLC
N/A—25,512-25,512-100%$1.6M———
Old Mission Capital LLC
N/A—25,045-25,045-100%$1.6M———
Q3 Asset Management
N/A—23,423-23,423-100%$1.5M———
Bank of New York Mellon Corp
N/A—23,043-23,043-100%$1.4M———
Maridea Wealth Management LLC
N/A—22,284-22,284-100%$1.4M———
B & T Capital Management DBA Alpha Capital Management
N/A—18,808-18,808-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—18,771-18,771-100%$1.2M———
Cedrus Wealth Group LLC
N/A—18,589-18,589-100%$1.2M———
Traction Financial Partners, LLC
N/A—18,579-18,579-100%$1.2M———
Summit Financial, LLC
N/A—18,468-18,468-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—16,486-16,486-100%$1.0M———
Stelac Advisory Services LLC
N/A—14,989-14,989-100%$938.8K———
HRT Financial LP
N/A—14,479-14,479-100%$906.0K———
Private Advisor Group, LLC
N/A—13,736-13,736-100%$860.3K———
Stratos Wealth Partners, Ltd.
N/A—13,237-13,237-100%$829.1K———
Orion Porfolio Solutions, LLC
N/A—13,174-13,174-100%$825.1K———
Equitable Holdings, Inc.
N/A—12,434-12,434-100%$778.7K———
Global Retirement Partners, LLC
N/A—12,013-12,013-100%$752.4K———
Steward Partners Investment Advisory, LLC
N/A—11,932-11,932-100%$747.3K———
WCG Wealth Advisors LLC
N/A—11,767-11,767-100%$737.0K———
Envestnet Portfolio Solutions, Inc.
N/A—11,533-11,533-100%$722.3K———
Osaic Holdings, Inc.
N/A—11,349-11,349-100%$711.1K———
JPMorgan Chase & Co
N/A—11,060-11,060-100%$696.9K———
Tidal Investments LLC
N/A—11,057-11,057-100%$692.5K———
D. E. Shaw & Co., Inc.
N/A—10,192-10,192-100%$638.3K———
Qube Research & Technologies Ltd
N/A—9,842-9,842-100%$616.4K———
PCG Wealth Advisors, LLC
N/A—8,627-8,627-100%$540.3K———
Nations Financial Group Inc,
N/A—8,556-8,556-100%$535.9K———
Focus Partners Wealth
N/A—8,125-8,125-100%$508.9K———
Quantinno Capital Management LP
N/A—7,973-7,973-100%$499.3K———
Integrated Wealth Concepts LLC
N/A—7,935-7,935-100%$497.0K———
Allworth Financial LP
N/A—7,781-7,781-100%$487.3K———
Mariner, LLC
N/A—7,623-7,623-100%$477.5K———
UBS Group AG
N/A—7,562-7,562-100%$473.6K———
MAI Capital Management
N/A—7,454-7,454-100%$466.9K———
Savvy Advisors, Inc.
N/A—6,858-6,858-100%$429.5K———
Renaissance Technologies LLC
N/A—6,837-6,837-100%$428.2K———
&partners
N/A—6,764-6,764-100%$422.5K———
Great Valley Advisor Group, Inc.
N/A—6,754-6,754-100%$422.7K———
Banco Santander, S.A.
N/A—6,705-6,705-100%$419.9K———
Fund Advisors of America Inc
N/A—6,220-6,220-100%$389.5K———
Brown Financial Advisors
N/A—6,122-6,122-100%$383.4K———
Rollins Financial Advisors, LLC
N/A—5,806-5,806-100%$363.7K———
Tradition Wealth Management, LLC
N/A—5,805-5,805-100%$363.6K———
Citadel Advisors LLC
N/A—5,592-5,592-100%$350.2K———
Arkadios Wealth Advisors
N/A—5,504-5,504-100%$344.7K———
Glenmede Trust Co NA
N/A—4,950-4,950-100%$310.0K———
EP Wealth Advisors, LLC
N/A—4,948-4,948-100%$309.9K———
Towle & Co
N/A—4,941-4,941-100%$309.5K———
Aptus Capital Advisors, LLC
N/A—4,851-4,851-100%$303.8K———
Focus Partners Advisor Solutions, LLC
N/A—4,585-4,585-100%$287.2K———
Advisory Services Network, LLC
N/A—4,575-4,575-100%$286.5K———
CreativeOne Wealth, LLC
N/A—4,566-4,566-100%$286.0K———
Harbour Investments, Inc.
N/A—4,490-4,490-100%$281.2K———
J.W. Cole Advisors, Inc.
N/A—4,400-4,400-100%$275.5K———
PW Advisors, LLC \ FL
N/A—4,372-4,372-100%$273.8K———
Sfmg, LLC
N/A—4,328-4,328-100%$271.1K———
Amundi
N/A—4,293-4,293-100%$268.9K———
Capital Advisor Network LLC
N/A—4,259-4,259-100%$266.7K———
Two Sigma Securities, LLC
N/A—4,257-4,257-100%$266.6K———
Advisory Alpha, LLC
N/A—4,222-4,222-100%$264.5K———
Venturi Wealth Management, LLC
N/A—3,600-3,600-100%$225.5K———
Brady Martz Wealth Solutions, LLC
N/A—3,523-3,523-100%$220.6K———
Quantum Portfolio Management LLC
N/A—3,483-3,483-100%$218.1K———
IHT Wealth Management, LLC
N/A—3,217-3,217-100%$201.5K———
Smartleaf Asset Management LLC
N/A—3,148-3,148-100%$198.4K———
Geneos Wealth Management Inc.
N/A—2,972-2,972-100%$186.1K———
US Bancorp \de\
N/A—2,951-2,951-100%$184.8K———
PNC Financial Services Group, Inc.
N/A—2,536-2,536-100%$158.8K———
Index Technologies Group LLC
N/A—2,518-2,518-100%$157.7K———
Atlantic Union Bankshares Corp
N/A—2,455-2,455-100%$153.8K———
Fifth Third Bancorp
N/A—2,295-2,295-100%$143.7K———
Bank of Montreal
N/A—2,138-2,138-100%$133.9K———
IFG Advisory, LLC
N/A—1,875-1,875-100%$117.4K———
Forum Finance Group S.A.
N/A—1,750-1,750-100%$89———
Meramec Financial Planners, LLC
N/A—1,480-1,480-100%$89.4K———
Crewe Advisors LLC
N/A—1,355-1,355-100%$84.9K———
AE Wealth Management LLC
N/A—1,324-1,324-100%$82.9K———
Allied Private Wealth LLC
N/A—1,182-1,182-100%$73.6K———
NewEdge Advisors, LLC
N/A—845-845-100%$52.9K———
Clearstead Advisors, LLC
N/A—700-700-100%$43.8K———
BFC Planning, Inc.
N/A—697-697-100%$43.7K———
Group One Trading LLC
N/A—658-658-100%$41.2K———
BNP Paribas Financial Markets
N/A—646-646-100%$40.5K———
Rossby Financial, LCC
N/A—645-645-100%$40.4K———
Federation des caisses Desjardins du Quebec
N/A—623-623-100%$39.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—590-590-100%$37.0K———
Copia Wealth Management
N/A—497-497-100%$31.1K———
Rothschild Investment LLC
N/A—432-432-100%$27.0K———
Ancora Advisors LLCA
N/A—420-420-100%$26.3K———
BlackRock, Inc.
N/A—383-383-100%$24.0K———
Aberdeen Wealth Management LLC
N/A—350-350-100%$21.9K———
Bartlett & Co. Wealth Management LLC
N/A—335-335-100%$21.0K———
Tidemark, LLC
N/A—257-257-100%$16.1K———
Hillsdale Investment Management Inc.
N/A—220-220-100%$13.8K———
Russell Investments Group, Ltd.
N/A—205-205-100%$12.8K———
Strategic Wealth Advisors LLC
N/A—175-175-100%$9———
Mcguire Capital Advisors Inc
N/A—174-174-100%$10.9K———
Frazier Financial Advisors, LLC
N/A—131-131-100%$8.2K———
High Point Wealth Management, LLC
N/A—120-120-100%$7.5K———
Bellevue Asset Management, LLC
N/A—116-116-100%$7.3K———
Central Trust Co
N/A—115-115-100%$7.2K———
Strategic Wealth Partners, Ltd.
N/A—107-107-100%$6.7K———
Dunhill Financial, LLC
N/A—100-100-100%$6.3K———
Kilter Group LLC
N/A—100-100-100%$6.3K———
Prestige Wealth Management Group LLC
N/A—90-90-100%$5.6K———
Fiduciary Financial Advisors
N/A—89-89-100%$5.6K———
Acumen Wealth Advisors, LLC
N/A—89-89-100%$5.6K———
Strive Financial Group,LLC
N/A—83-83-100%$5.2K———
Coppell Advisory Solutions LLC
N/A—54-54-100%$122.5M———
Tower Research Capital LLC (TRC)
N/A—52-52-100%$3.3K———
Silver Grove Financial Group, Inc.
N/A—42-42-100%$2.6K———
Fourth Dimension Wealth, LLC
N/A—29-29-100%$1.8K———
Smithfield Trust Co
N/A—25-25-100%$2———
Godfrey Financial Associates, Inc.
N/A—25-25-100%$1.6K———
Continuum Advisory, LLC
N/A—22-22-100%$1.4K———
National Bank of Canada
N/A—17-17-100%$1.1K———
Bogart Wealth, LLC
N/A—15-15-100%$939———
Kerr Financial Planning Corp
N/A—15-15-100%$940———
Hantz Financial Services, Inc.
N/A—11-11-100%$1———
Cheviot Value Management, LLC
N/A—7-7-100%$463———
Huntington National Bank
N/A—1-1-100%$63———
Showing 298 of 298 institutions