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Angel OAK Income ETF (CARY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares1,549,024 from 937,679
Change+611,345 (+65%)
Value$31.2M (+$11.7M)
Filed 2026-11-05
Sage Advisory Services, Ltd.Co.
INCREASED
Shares787,954 from 274,360
Change+513,594 (+187%)
Value$15.9M (+$10.2M)
Filed 2026-10-29
Legacy CG, LLC
INCREASED
Shares779,939 from 412,073
Change+367,866 (+89%)
Value$15.7M (+$7.1M)
Filed 2026-10-30
Tortoise Investment Management, LLC
DECREASED
Shares643,091 from 651,023
Change-7,932 (-1%)
Value$12.9M (-$589.3K)
Filed 2026-11-06
Altfest L J & Co Inc
NEW
Shares626,550
Change+626,550
Value$12.6M
Filed 2026-10-27
Crescent Grove Advisors, LLC
INCREASED
Shares604,209 from 561,797
Change+42,412 (+8%)
Value$12.2M (+$488.0K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares537,221 from 530,615
Change+6,606 (+1%)
Value$10.8M (-$217.3K)
Filed 2026-10-22
Lifestyle Asset Management, Inc.
INCREASED
Shares503,683 from 469,008
Change+34,675 (+7%)
Value$10.1M (+$388.1K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares441,930 from 430,895
Change+11,035 (+3%)
Value$8.9M (-$62.4K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares359,102 from 403,816
Change-44,714 (-11%)
Value$7.2M (-$1.2M)
Filed 2026-10-13
Beacon Capital Management, Inc.
DECREASED
Shares356,711 from 367,245
Change-10,534 (-3%)
Value$7.2M (-$454.3K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares282,227 from 274,920
Change+7,307 (+3%)
Value$5.7M (-$34.4K)
Filed 2026-10-21
Verus Capital Partners, LLC
DECREASED
Shares250,751 from 252,589
Change-1,838 (-1%)
Value$5.0M (-$203.7K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares225,596 from 109,845
Change+115,751 (+105%)
Value$4.5M (+$2.3M)
Filed 2026-10-30
PNC Financial Services Group, Inc.
NEW
Shares198,801
Change+198,801
Value$4.0M
Filed 2026-11-06
Weaver Consulting Group
INCREASED
Shares181,388 from 145,704
Change+35,684 (+24%)
Value$3.6M (+$621.8K)
Filed 2026-10-07
Central Pacific Bank - Trust Division
INCREASED
Shares178,995 from 130,780
Change+48,215 (+37%)
Value$3.6M (+$883.8K)
Filed 2026-10-06
Exchange Traded Concepts, LLC
DECREASED
Shares157,680 from 159,443
Change-1,763 (-1%)
Value$3.2M (-$140.7K)
Filed 2026-10-28
Mendel Money Management
DECREASED
Shares153,019 from 158,094
Change-5,075 (-3%)
Value$3.1M (-$206.6K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares149,557 from 137,884
Change+11,673 (+8%)
Value$3.0M (+$143.9K)
Filed 2026-10-15
Rareview Capital LLC
INCREASED
Shares119,335 from 110,405
Change+8,930 (+8%)
Value$2.4M (+$104.6K)
Filed 2026-11-05
Lewis Asset Management, LLC
INCREASED
Shares118,649 from 99,041
Change+19,608 (+20%)
Value$2.4M (+$341.3K)
Filed 2026-10-14
J. Team Financial, Inc.
INCREASED
Shares115,366 from 105,156
Change+10,210 (+10%)
Value$2.3M (+$136.0K)
Filed 2026-11-03
Islay Capital Management, LLC
INCREASED
Shares113,300 from 104,900
Change+8,400 (+8%)
Value$2.3M (+$99.8K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares107,617 from 84,846
Change+22,771 (+27%)
Value$2.2M (+$402.2K)
Filed 2026-10-26
Noble Wealth Management PBC
INCREASED
Shares105,634 from 97,261
Change+8,373 (+9%)
Value$2.1M (+$104.3K)
Filed 2026-10-01
RFG Advisory, LLC
INCREASED
Shares94,877 from 93,573
Change+1,304 (+1%)
Value$1.9M (-$35.5K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares81,608 from 81,868
Change-260 (0%)
Value$1.6M (-$61.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares71,168 from 55,156
Change+16,012 (+29%)
Value$1.4M (+$286.0K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
NEW
Shares70,448
Change+70,448
Value$1.4M
Filed 2026-10-16
Sage Mountain Advisors LLC
INCREASED
Shares42,702 from 40,258
Change+2,444 (+6%)
Value$859.2K (+$22.6K)
Filed 2026-11-02
Independent Wealth Advisors LLC
INCREASED
Shares39,953 from 29,170
Change+10,783 (+37%)
Value$803.9K (+$197.7K)
Filed 2026-10-27
Johnson Financial Group, LLC
NEW
Shares28,605
Change+28,605
Value$575.5K
Filed 2026-11-03
PFG Advisors
DECREASED
Shares27,270 from 27,399
Change-129 (0%)
Value$548.7K (-$20.7K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares26,771 from 23,524
Change+3,247 (+14%)
Value$538.6K (+$49.8K)
Filed 2026-11-05
Omnitrust Wealth Management, Inc
NEW
Shares25,371
Change+25,371
Value$510.5K
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares22,575 from 43,269
Change-20,694 (-48%)
Value$454.2K (-$444.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares21,995 from 21,478
Change+517 (+2%)
Value$442.5K (-$3.8K)
Filed 2026-10-08
Vista Investment Partners LLC
UNCHANGED
Shares21,291 from 21,291
Change0 (0%)
Value$428.4K (-$14.1K)
Filed 2026-10-08
Independent Wealth Network Inc.
NEW
Shares18,179
Change+18,179
Value$365.8K
Filed 2026-10-19
First Heartland Consultants, Inc.
NEW
Shares15,929
Change+15,929
Value$320.5K
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares14,996 from 15,139
Change-143 (-1%)
Value$301.7K (-$12.9K)
Filed 2026-11-02
M Holdings Securities, Inc.
INCREASED
Shares14,845 from 11,484
Change+3,361 (+29%)
Value$299.0K (+$60.0K)
Filed 2026-11-03
Oregon Pacific Wealth Management, LLC
NEW
Shares13,399
Change+13,399
Value$269.6K
Filed 2026-10-20
Kestra Advisory Services, LLC
NEW
Shares13,317
Change+13,317
Value$267.9K
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares12,221 from 13,983
Change-1,762 (-13%)
Value$245.9K (-$44.7K)
Filed 2026-10-14
Prospera Financial Services Inc
NEW
Shares11,121
Change+11,121
Value$225.7K
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares9,757 from 9,757
Change0 (0%)
Value$196.3K (-$6.4K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$130.8K (-$4.3K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares5,950 from 5,871
Change+79 (+1%)
Value$119.7K (-$2.3K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares5,914 from 5,893
Change+21 (+0%)
Value$119.0K (-$3.5K)
Filed 2026-11-02
US Bancorp \de\
NEW
Shares5,722
Change+5,722
Value$115.1K
Filed 2026-11-05
Lanark Financial, Inc.
NEW
Shares2,516
Change+2,516
Value$50.6K
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares2,130 from 1,883
Change+247 (+13%)
Value$42.9K (+$3.7K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$21.0K (-$690)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$14.1K (-$464)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$10.0K (-$327)
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$5.8K (-$190)
Filed 2026-10-08
Assetmark, Inc
NEW
Shares177
Change+177
Value$3.6K
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares81
Change+81
Value$1.6K
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares65
Change+65
Value$1.3K
Filed 2026-10-27
Networth Advisors, LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$959 (-$18)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares4 from 16,987
Change-16,983 (-100%)
Value$82 (-$352.9K)
Filed 2026-11-05
N10 Wealth, LLC
CLOSED
Shares0 from 1,006,181
Change-1,006,181 (-100%)
Value$0 (-$20.9M)
Filed 2026-10-14
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 25,152
Change-25,152 (-100%)
Value$0 (-$525.1K)
Filed 2026-10-19
N10 Assets, LLC
CLOSED
Shares0 from 14,123
Change-14,123 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-14
Diversified Portfolios, Inc.
CLOSED
Shares0 from 10,600
Change-10,600 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-04
Everest Financial Group LLC
CLOSED
Shares0 from 9,774
Change-9,774 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-06
James T. Borello RIA
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-28
Bank of America Corp
N/A
Shares— from 8,992,908
Change-8,992,908 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,156,835
Change-8,156,835 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,508,838
Change-5,508,838 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,210,615
Change-3,210,615 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,973,070
Change-2,973,070 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,889,043
Change-2,889,043 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,479,191
Change-1,479,191 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,466,700
Change-1,466,700 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,339,350
Change-1,339,350 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,214,579
Change-1,214,579 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,107,410
Change-1,107,410 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 902,108
Change-902,108 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 596,599
Change-596,599 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 565,204
Change-565,204 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 552,850
Change-552,850 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 490,759
Change-490,759 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 417,876
Change-417,876 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 298,053
Change-298,053 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 208,150
Change-208,150 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 203,620
Change-203,620 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 199,018
Change-199,018 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 154,425
Change-154,425 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 140,367
Change-140,367 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 122,946
Change-122,946 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 118,877
Change-118,877 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 109,382
Change-109,382 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 105,505
Change-105,505 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 95,969
Change-95,969 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 93,164
Change-93,164 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 92,386
Change-92,386 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 80,379
Change-80,379 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 73,587
Change-73,587 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 70,899
Change-70,899 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 55,793
Change-55,793 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 54,635
Change-54,635 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 51,747
Change-51,747 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 50,955
Change-50,955 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,439
Change-45,439 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 43,377
Change-43,377 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,068
Change-40,068 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37,746
Change-37,746 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,474
Change-26,474 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,652
Change-23,652 (-100%)
Value—
&partners
N/A
Shares— from 22,814
Change-22,814 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,147
Change-21,147 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,379
Change-19,379 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,854
Change-13,854 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 301
Change-301 (-100%)
Value—
FMR LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 91
Change-91 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED1,549,024937,679+611,345+65%$19.5M$31.2M+$11.7M2026-11-05
Sage Advisory Services, Ltd.Co.
INCREASED787,954274,360+513,594+187%$5.7M$15.9M+$10.2M2026-10-29
Legacy CG, LLC
INCREASED779,939412,073+367,866+89%$8.6M$15.7M+$7.1M2026-10-30
Tortoise Investment Management, LLC
DECREASED643,091651,023-7,932-1%$13.5M$12.9M-$589.3K2026-11-06
Altfest L J & Co Inc
NEW626,550—+626,550——$12.6M—2026-10-27
Crescent Grove Advisors, LLC
INCREASED604,209561,797+42,412+8%$11.7M$12.2M+$488.0K2026-10-21
MBL Wealth, LLC
INCREASED537,221530,615+6,606+1%$11.0M$10.8M-$217.3K2026-10-22
Lifestyle Asset Management, Inc.
INCREASED503,683469,008+34,675+7%$9.7M$10.1M+$388.1K2026-10-20
Axxcess Wealth Management, LLC
INCREASED441,930430,895+11,035+3%$9.0M$8.9M-$62.4K2026-10-21
Independent Financial Group, LLC
DECREASED359,102403,816-44,714-11%$8.4M$7.2M-$1.2M2026-10-13
Beacon Capital Management, Inc.
DECREASED356,711367,245-10,534-3%$7.6M$7.2M-$454.3K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED282,227274,920+7,307+3%$5.7M$5.7M-$34.4K2026-10-21
Verus Capital Partners, LLC
DECREASED250,751252,589-1,838-1%$5.2M$5.0M-$203.7K2026-11-03
Truist Financial Corp
INCREASED225,596109,845+115,751+105%$2.3M$4.5M+$2.3M2026-10-30
PNC Financial Services Group, Inc.
NEW198,801—+198,801——$4.0M—2026-11-06
Weaver Consulting Group
INCREASED181,388145,704+35,684+24%$3.0M$3.6M+$621.8K2026-10-07
Central Pacific Bank - Trust Division
INCREASED178,995130,780+48,215+37%$2.7M$3.6M+$883.8K2026-10-06
Exchange Traded Concepts, LLC
DECREASED157,680159,443-1,763-1%$3.3M$3.2M-$140.7K2026-10-28
Mendel Money Management
DECREASED153,019158,094-5,075-3%$3.3M$3.1M-$206.6K2026-11-02
Atria Investments, Inc
INCREASED149,557137,884+11,673+8%$2.9M$3.0M+$143.9K2026-10-15
Rareview Capital LLC
INCREASED119,335110,405+8,930+8%$2.3M$2.4M+$104.6K2026-11-05
Lewis Asset Management, LLC
INCREASED118,64999,041+19,608+20%$2.1M$2.4M+$341.3K2026-10-14
J. Team Financial, Inc.
INCREASED115,366105,156+10,210+10%$2.2M$2.3M+$136.0K2026-11-03
Islay Capital Management, LLC
INCREASED113,300104,900+8,400+8%$2.2M$2.3M+$99.8K2026-10-20
Oppenheimer & Co Inc
INCREASED107,61784,846+22,771+27%$1.8M$2.2M+$402.2K2026-10-26
Noble Wealth Management PBC
INCREASED105,63497,261+8,373+9%$2.0M$2.1M+$104.3K2026-10-01
RFG Advisory, LLC
INCREASED94,87793,573+1,304+1%$1.9M$1.9M-$35.5K2026-11-03
Able Wealth Management LLC
DECREASED81,60881,868-2600%$1.7M$1.6M-$61.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED71,16855,156+16,012+29%$1.1M$1.4M+$286.0K2026-11-02
Onyx Bridge Wealth Group LLC
NEW70,448—+70,448——$1.4M—2026-10-16
Sage Mountain Advisors LLC
INCREASED42,70240,258+2,444+6%$836.6K$859.2K+$22.6K2026-11-02
Independent Wealth Advisors LLC
INCREASED39,95329,170+10,783+37%$606.2K$803.9K+$197.7K2026-10-27
Johnson Financial Group, LLC
NEW28,605—+28,605——$575.5K—2026-11-03
PFG Advisors
DECREASED27,27027,399-1290%$569.3K$548.7K-$20.7K2026-10-16
Fifth Third Bancorp
INCREASED26,77123,524+3,247+14%$488.8K$538.6K+$49.8K2026-11-05
Omnitrust Wealth Management, Inc
NEW25,371—+25,371——$510.5K—2026-11-02
Concurrent Investment Advisors, LLC
DECREASED22,57543,269-20,694-48%$899.1K$454.2K-$444.9K2026-10-16
Farther Finance Advisors, LLC
INCREASED21,99521,478+517+2%$446.3K$442.5K-$3.8K2026-10-08
Vista Investment Partners LLC
UNCHANGED21,29121,29100%$442.4K$428.4K-$14.1K2026-10-08
Independent Wealth Network Inc.
NEW18,179—+18,179——$365.8K—2026-10-19
First Heartland Consultants, Inc.
NEW15,929—+15,929——$320.5K—2026-10-08
Commonwealth Equity Services, LLC
DECREASED14,99615,139-143-1%$314.6K$301.7K-$12.9K2026-11-02
M Holdings Securities, Inc.
INCREASED14,84511,484+3,361+29%$239.0K$299.0K+$60.0K2026-11-03
Oregon Pacific Wealth Management, LLC
NEW13,399—+13,399——$269.6K—2026-10-20
Kestra Advisory Services, LLC
NEW13,317—+13,317——$267.9K—2026-11-02
Davenport & Co LLC
DECREASED12,22113,983-1,762-13%$290.6K$245.9K-$44.7K2026-10-14
Prospera Financial Services Inc
NEW11,121—+11,121——$225.7K—2026-11-04
Private Trust Co NA
UNCHANGED9,7579,75700%$202.8K$196.3K-$6.4K2026-10-20
Reicon Wealth Advisors, LLC
UNCHANGED6,5006,50000%$135.1K$130.8K-$4.3K2026-11-04
Raleigh Capital Management Inc.
INCREASED5,9505,871+79+1%$122.0K$119.7K-$2.3K2026-10-28
Lloyd Advisory Services, Llc.
INCREASED5,9145,893+21+0%$122.5K$119.0K-$3.5K2026-11-02
US Bancorp \de\
NEW5,722—+5,722——$115.1K—2026-11-05
Lanark Financial, Inc.
NEW2,516—+2,516——$50.6K—2026-10-26
Signature Equity Partners, LLC
INCREASED2,1301,883+247+13%$39.1K$42.9K+$3.7K2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED1,0461,04600%$21.7K$21.0K-$6902026-11-02
Tounjian Advisory Partners, LLC
UNCHANGED70270200%$14.6K$14.1K-$4642026-11-04
Kingdom Financial Group Llc.
UNCHANGED49549500%$10.3K$10.0K-$3272026-11-04
Davis Capital Management
UNCHANGED28828800%$6.0K$5.8K-$1902026-10-08
Assetmark, Inc
NEW177—+177——$3.6K—2026-10-21
IFP Advisors, Inc
NEW81—+81——$1.6K—2026-10-16
Lynch Investment Planning, LLC
NEW65—+65——$1.3K—2026-10-27
Networth Advisors, LLC
INCREASED4847+1+2%$977$959-$182026-11-03
Larson Financial Group LLC
DECREASED416,987-16,983-100%$353.0K$82-$352.9K2026-11-05
N10 Wealth, LLC
CLOSED01,006,181-1,006,181-100%$20.9M$0-$20.9M2026-10-14
New Wave Wealth Advisors LLC
CLOSED025,152-25,152-100%$525.1K$0-$525.1K2026-10-19
N10 Assets, LLC
CLOSED014,123-14,123-100%$293.5K$0-$293.5K2026-10-14
Diversified Portfolios, Inc.
CLOSED010,600-10,600-100%$220.3K$0-$220.3K2026-11-04
Everest Financial Group LLC
CLOSED09,774-9,774-100%$203.1K$0-$203.1K2026-11-06
James T. Borello RIA
CLOSED0318-318-100%$6.6K$0-$6.6K2026-10-16
Buck Wealth Strategies, LLC
CLOSED0179-179-100%$3.7K$0-$3.7K2026-10-28
Bank of America Corp
N/A—8,992,908-8,992,908-100%$186.9M———
Morgan Stanley
N/A—8,156,835-8,156,835-100%$169.5M———
Wells Fargo & Company
N/A—5,508,838-5,508,838-100%$114.5M———
UBS Group AG
N/A—3,210,615-3,210,615-100%$66.7M———
IFC Advisors LLC
N/A—2,973,070-2,973,070-100%$61.8M———
Arkadios Wealth Advisors
N/A—2,889,043-2,889,043-100%$60.0M———
Raymond James Financial Inc
N/A—1,479,191-1,479,191-100%$30.7M———
Focus Partners Wealth
N/A—1,466,700-1,466,700-100%$30.5M———
Channel Wealth LLC
N/A—1,339,350-1,339,350-100%$27.8M———
Osaic Holdings, Inc.
N/A—1,214,579-1,214,579-100%$25.2M———
Envestnet Asset Management Inc
N/A—1,107,410-1,107,410-100%$23.0M———
EP Wealth Advisors, LLC
N/A—902,108-902,108-100%$18.7M———
Stifel Financial Corp
N/A—596,599-596,599-100%$12.4M———
LPL Financial LLC
N/A—565,204-565,204-100%$11.7M———
Baird Financial Group, Inc.
N/A—552,850-552,850-100%$11.5M———
Greenwich Wealth Management LLC
N/A—490,759-490,759-100%$10.2M———
OneAscent Financial Services LLC
N/A—417,876-417,876-100%$8.7M———
SSI Investment Management LLC
N/A—298,053-298,053-100%$6.2M———
Precision Wealth Strategies, LLC
N/A—208,150-208,150-100%$4.3M———
Envestnet Portfolio Solutions, Inc.
N/A—203,620-203,620-100%$4.2M———
Heritage Trust Co
N/A—199,018-199,018-100%$4.1M———
Sonoma Allocations LLC
N/A—154,425-154,425-100%$3.2M———
Camarda Financial Advisors, LLC
N/A—140,367-140,367-100%$2.9M———
Rockefeller Capital Management L.P.
N/A—122,946-122,946-100%$2.6M———
Fiduciary Trust Co
N/A—118,877-118,877-100%$2.5M———
OneAscent Wealth Management LLC
N/A—109,382-109,382-100%$2.3M———
Sanctuary Advisors, LLC
N/A—105,505-105,505-100%$2.2M———
Gotham Asset Management, LLC
N/A—95,969-95,969-100%$2.0M———
Transamerica Financial Advisors, LLC
N/A—93,164-93,164-100%$1.9M———
Xcelsior Advisor Partners LLC
N/A—92,386-92,386-100%$1.9M———
Legacy Capital Group California, Inc.
N/A—80,379-80,379-100%$1.7M———
NewEdge Advisors, LLC
N/A—73,587-73,587-100%$1.5M———
9823 Capital, L.P.
N/A—70,899-70,899-100%$1.5M———
Janney Montgomery Scott LLC
N/A—55,793-55,793-100%$1.2M———
Belpointe Asset Management LLC
N/A—54,635-54,635-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—51,747-51,747-100%$1.1M———
Flow Traders U.S. LLC
N/A—50,955-50,955-100%$1.1M———
Equitable Holdings, Inc.
N/A—45,439-45,439-100%$944.2K———
Vestmark Advisory Solutions, Inc.
N/A—43,377-43,377-100%$901.4K———
HighTower Advisors, LLC
N/A—40,068-40,068-100%$832.6K———
AE Wealth Management LLC
N/A—37,746-37,746-100%$784.4K———
GeoWealth Management, LLC
N/A—26,474-26,474-100%$550.1K———
Benjamin Edwards Inc
N/A—23,652-23,652-100%$491.7K———
&partners
N/A—22,814-22,814-100%$474.1K———
IHT Wealth Management, LLC
N/A—21,147-21,147-100%$439.4K———
CreativeOne Wealth, LLC
N/A—19,737-19,737-100%$410.1K———
MML Investors Services, LLC
N/A—19,379-19,379-100%$402.7K———
Argent Trust Co
N/A—15,250-15,250-100%$316.9K———
Stratos Wealth Partners, Ltd.
N/A—13,893-13,893-100%$288.7K———
Ameritas Advisory Services, LLC
N/A—13,854-13,854-100%$287.9K———
Coastal Bridge Advisors, LLC
N/A—10,500-10,500-100%$218.2K———
Quent Capital, LLC
N/A—4,180-4,180-100%$86.9K———
BFC Planning, Inc.
N/A—4,170-4,170-100%$86.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,269-1,269-100%$26.4K———
Royal Bank of Canada
N/A—301-301-100%$6.0K———
FMR LLC
N/A—131-131-100%$272———
Harbour Investments, Inc.
N/A—101-101-100%$2.1K———
Northwestern Mutual Wealth Management Co
N/A—91-91-100%$1.9K———
Showing 128 of 128 institutions