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ARK 21Shares Bitcoin ETF (ARKB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cyndeo Wealth Partners, LLC
INCREASED
Shares713,620 from 637,922
Change+75,698 (+12%)
Value$19.8M (+$7.3M)
Filed 2026-10-16
Titleist Asset Management, LLC
DECREASED
Shares363,742 from 368,508
Change-4,766 (-1%)
Value$10.1M (+$2.9M)
Filed 2026-10-08
State of Michigan Retirement System
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$8.3M (+$2.5M)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares254,662 from 224,780
Change+29,882 (+13%)
Value$7.1M (+$2.7M)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares221,632
Change+221,632
Value$6.1M
Filed 2026-11-05
Palatine Hill Wealth Management, LLC
DECREASED
Shares220,555 from 221,781
Change-1,226 (-1%)
Value$6.1M (+$1.8M)
Filed 2026-11-03
Meitav Investment House LTD
DECREASED
Shares187,247 from 187,726
Change-479 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares128,480 from 171,326
Change-42,846 (-25%)
Value$3.6M (+$224.0K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares128,165
Change+128,165
Value$3.5M
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares90,897 from 88,591
Change+2,306 (+3%)
Value$2.5M (+$793.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares83,143 from 90,065
Change-6,922 (-8%)
Value$2.3M (+$549.6K)
Filed 2026-11-02
Brookstone Capital Management
NEW
Shares81,351
Change+81,351
Value$2.3M
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares71,894 from 92,666
Change-20,772 (-22%)
Value$2.0M (+$187.5K)
Filed 2026-10-21
Simplex Trading, LLC
INCREASED
Shares68,297 from 8,454
Change+59,843 (+708%)
Value$1.9M (+$1.7M)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares65,771 from 66,420
Change-649 (-1%)
Value$1.7M (+$380.0K)
Filed 2026-11-04
Freedom Financial Partners LLC
INCREASED
Shares58,530 from 57,385
Change+1,145 (+2%)
Value$1.6M (+$504.0K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares55,602 from 56,073
Change-471 (-1%)
Value$1.5M (+$448.4K)
Filed 2026-10-15
Certior Financial Group, LLC
UNCHANGED
Shares50,368 from 50,368
Change0 (0%)
Value$1.4M (+$414.5K)
Filed 2026-10-19
Surience Private Wealth LLC
NEW
Shares46,813
Change+46,813
Value$1.3M
Filed 2026-10-16
Creative Planning
DECREASED
Shares45,443 from 47,875
Change-2,432 (-5%)
Value$1.3M (+$326.7K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares44,278 from 44,228
Change+50 (+0%)
Value$1.2M (+$289.8K)
Filed 2026-10-26
BIP Wealth, LLC
NEW
Shares43,519
Change+43,519
Value$1.2M
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares43,446
Change+43,446
Value$1.2M
Filed 2026-10-09
Mustard Seed Financial, LLC
INCREASED
Shares42,614 from 42,590
Change+24 (+0%)
Value$1.2M (+$351.2K)
Filed 2026-10-30
Rose Capital Advisors LLC
INCREASED
Shares36,339 from 36,020
Change+319 (+1%)
Value$1.0M (+$305.3K)
Filed 2026-11-04
Wisconsin Wealth Advisors, LLC
DECREASED
Shares35,992 from 36,209
Change-217 (-1%)
Value$996.6K (+$292.0K)
Filed 2026-10-08
AdvisorNet Financial, Inc
INCREASED
Shares34,495 from 33,268
Change+1,227 (+4%)
Value$934.5K (+$287.1K)
Filed 2026-10-15
Global View Capital Management LLC
NEW
Shares31,300
Change+31,300
Value$866.7K
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares29,513 from 29,513
Change0 (0%)
Value$817.2K (+$242.9K)
Filed 2026-10-09
Well Done, LLC
DECREASED
Shares27,375 from 27,645
Change-270 (-1%)
Value$758.0K (+$220.0K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares27,024 from 27,024
Change0 (0%)
Value$635.2K (+$189.2K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares26,987 from 45,738
Change-18,751 (-41%)
Value$747.3K (-$142.8K)
Filed 2026-10-21
Revisor Wealth Management LLC
NEW
Shares26,538
Change+26,538
Value$725.4K
Filed 2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED
Shares23,751 from 23,751
Change0 (0%)
Value$640.6K (+$178.4K)
Filed 2026-10-30
OxenFree Capital LLC
INCREASED
Shares23,158 from 22,934
Change+224 (+1%)
Value$657.5K (+$172.2K)
Filed 2026-10-07
Beacon Financial Advisory LLC
INCREASED
Shares21,324 from 21,257
Change+67 (+0%)
Value$590.5K (+$176.8K)
Filed 2026-10-16
Lido Advisors, LLC
UNCHANGED
Shares20,308 from 20,308
Change0 (0%)
Value$562.3K (+$167.1K)
Filed 2026-11-04
Eagle Global Advisors LLC
INCREASED
Shares19,100 from 14,400
Change+4,700 (+33%)
Value$528.9K (+$248.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares17,427 from 19,407
Change-1,980 (-10%)
Value$482.6K (+$104.9K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares16,237 from 16,611
Change-374 (-2%)
Value$450.0K (+$127.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
UNCHANGED
Shares16,227 from 16,227
Change0 (0%)
Value$449.3K (+$133.5K)
Filed 2026-10-22
Advisor OS, LLC
NEW
Shares15,888
Change+15,888
Value$439.9K
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares15,074 from 15,142
Change-68 (0%)
Value$417.4K (+$122.7K)
Filed 2026-10-28
Upper Left Wealth Management, LLC
DECREASED
Shares13,635 from 14,095
Change-460 (-3%)
Value$377.6K (+$103.3K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares12,003 from 33,475
Change-21,472 (-64%)
Value$332.4K (-$319.1K)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$332.3K (+$98.8K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares11,037 from 11,037
Change0 (0%)
Value$305.6K (+$90.8K)
Filed 2026-10-08
Womack Financial LLC
INCREASED
Shares11,002 from 10,553
Change+449 (+4%)
Value$304.6K (+$99.3K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares10,292
Change+10,292
Value$272.9K
Filed 2026-11-03
CWC Advisors, Llc.
NEW
Shares9,740
Change+9,740
Value$269.7K
Filed 2026-10-15
MSH Capital Advisors LLC
NEW
Shares8,942
Change+8,942
Value$250.4K
Filed 2026-11-03
CWA Asset Management Group, LLC
NEW
Shares8,765
Change+8,765
Value$242.7K
Filed 2026-10-19
Paragon Private Wealth Management, LLC
NEW
Shares8,175
Change+8,175
Value$226.4K
Filed 2026-10-20
Castle Rock Wealth Management, LLC
NEW
Shares8,131
Change+8,131
Value$230.8K
Filed 2026-10-09
Clarus Group, Inc.
NEW
Shares8,065
Change+8,065
Value$223.3K
Filed 2026-10-21
True Private Wealth Advisors
NEW
Shares7,800
Change+7,800
Value$216.0K
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares5,055 from 4,782
Change+273 (+6%)
Value$140.0K (+$46.9K)
Filed 2026-10-08
Madden Securities Corp
DECREASED
Shares4,135 from 19,645
Change-15,510 (-79%)
Value$114.5K (-$267.8K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$72.3K (+$21.5K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
DECREASED
Shares2,100 from 2,230
Change-130 (-6%)
Value$58.1K (+$14.8K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$53.1K (+$15.8K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares1,794
Change+1,794
Value$49.7K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares1,677
Change+1,677
Value$46.4K
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$43.6K (+$12.5K)
Filed 2026-10-16
Markowski Investments
NEW
Shares1,440
Change+1,440
Value$39.9K
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$32.0K (+$9.5K)
Filed 2026-10-26
Ares Financial Consulting, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$26.4K (+$7.9K)
Filed 2026-10-19
Compass Financial Management LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$25.6K (+$7.6K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
NEW
Shares480
Change+480
Value$13.5K
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares474 from 499
Change-25 (-5%)
Value$13.1K (+$3.4K)
Filed 2026-11-05
Triumph Capital Management
NEW
Shares396
Change+396
Value$11.0K
Filed 2026-10-14
Bullock Wealth Management Group
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$10.1K (+$2.9K)
Filed 2026-10-09
American National Bank & Trust
NEW
Shares315
Change+315
Value$8.7K
Filed 2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.3K (+$2.5K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$7.9K (+$2.3K)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.5K (+$1.6K)
Filed 2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$4.6K (+$1.4K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$166 (+$49)
Filed 2026-11-05
Citizens Financial Group Inc
CLOSED
Shares0 from 32,073
Change-32,073 (-100%)
Value$0 (-$624.1K)
Filed 2026-10-23
Venture Visionary Partners LLC
CLOSED
Shares0 from 26,687
Change-26,687 (-100%)
Value$0 (-$519.3K)
Filed 2026-10-07
rebel Financial LLC
CLOSED
Shares0 from 13,960
Change-13,960 (-100%)
Value$0 (-$271.7K)
Filed 2026-11-04
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 11,942
Change-11,942 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-14
ARK Investment Management LLC
N/A
Shares— from 6,454,565
Change-6,454,565 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 3,935,278
Change-3,935,278 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 3,892,800
Change-3,892,800 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 3,473,584
Change-3,473,584 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,700,151
Change-2,700,151 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 1,966,887
Change-1,966,887 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,060,383
Change-1,060,383 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 961,963
Change-961,963 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 853,229
Change-853,229 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 255,448
Change-255,448 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 238,397
Change-238,397 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 173,503
Change-173,503 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 162,027
Change-162,027 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 134,077
Change-134,077 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 112,882
Change-112,882 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,943
Change-105,943 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 100,049
Change-100,049 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 96,359
Change-96,359 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 88,282
Change-88,282 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 67,652
Change-67,652 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 65,629
Change-65,629 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 58,794
Change-58,794 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 57,826
Change-57,826 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 56,114
Change-56,114 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 48,055
Change-48,055 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,158
Change-41,158 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,233
Change-35,233 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 35,139
Change-35,139 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,158
Change-34,158 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 28,809
Change-28,809 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 27,903
Change-27,903 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,701
Change-27,701 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,910
Change-25,910 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,216
Change-23,216 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 22,126
Change-22,126 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,238
Change-18,238 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 17,335
Change-17,335 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,347
Change-15,347 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 11,666
Change-11,666 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,415
Change-11,415 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 948
Change-948 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 900
Change-900 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 243
Change-243 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38
Change-38 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cyndeo Wealth Partners, LLC
INCREASED713,620637,922+75,698+12%$12.4M$19.8M+$7.3M2026-10-16
Titleist Asset Management, LLC
DECREASED363,742368,508-4,766-1%$7.2M$10.1M+$2.9M2026-10-08
State of Michigan Retirement System
UNCHANGED300,000300,00000%$5.8M$8.3M+$2.5M2026-10-27
Blue Trust, Inc.
INCREASED254,662224,780+29,882+13%$4.4M$7.1M+$2.7M2026-10-15
Imc-Chicago, LLC
NEW221,632—+221,632——$6.1M—2026-11-05
Palatine Hill Wealth Management, LLC
DECREASED220,555221,781-1,226-1%$4.3M$6.1M+$1.8M2026-11-03
Meitav Investment House LTD
DECREASED187,247187,726-4790%$3.7M$5.2M+$1.5M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED128,480171,326-42,846-25%$3.3M$3.6M+$224.0K2026-11-02
Partners Wealth Management, LLC
NEW128,165—+128,165——$3.5M—2026-10-28
EverSource Wealth Advisors, LLC
INCREASED90,89788,591+2,306+3%$1.7M$2.5M+$793.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED83,14390,065-6,922-8%$1.8M$2.3M+$549.6K2026-11-02
Brookstone Capital Management
NEW81,351—+81,351——$2.3M—2026-10-22
Wealthcare Advisory Partners LLC
DECREASED71,89492,666-20,772-22%$1.8M$2.0M+$187.5K2026-10-21
Simplex Trading, LLC
INCREASED68,2978,454+59,843+708%$164.5K$1.9M+$1.7M2026-11-04
Prospera Financial Services Inc
DECREASED65,77166,420-649-1%$1.3M$1.7M+$380.0K2026-11-04
Freedom Financial Partners LLC
INCREASED58,53057,385+1,145+2%$1.1M$1.6M+$504.0K2026-10-19
HBW Advisory Services LLC
DECREASED55,60256,073-471-1%$1.1M$1.5M+$448.4K2026-10-15
Certior Financial Group, LLC
UNCHANGED50,36850,36800%$980.2K$1.4M+$414.5K2026-10-19
Surience Private Wealth LLC
NEW46,813—+46,813——$1.3M—2026-10-16
Creative Planning
DECREASED45,44347,875-2,432-5%$931.7K$1.3M+$326.7K2026-11-02
Triad Wealth Partners, LLC
INCREASED44,27844,228+50+0%$936.3K$1.2M+$289.8K2026-10-26
BIP Wealth, LLC
NEW43,519—+43,519——$1.2M—2026-10-22
GK Wealth Management LLC
NEW43,446—+43,446——$1.2M—2026-10-09
Mustard Seed Financial, LLC
INCREASED42,61442,590+24+0%$828.8K$1.2M+$351.2K2026-10-30
Rose Capital Advisors LLC
INCREASED36,33936,020+319+1%$700.9K$1.0M+$305.3K2026-11-04
Wisconsin Wealth Advisors, LLC
DECREASED35,99236,209-217-1%$704.6K$996.6K+$292.0K2026-10-08
AdvisorNet Financial, Inc
INCREASED34,49533,268+1,227+4%$647.4K$934.5K+$287.1K2026-10-15
Global View Capital Management LLC
NEW31,300—+31,300——$866.7K—2026-10-28
Taylor & Morgan Wealth Management, LLC
UNCHANGED29,51329,51300%$574.3K$817.2K+$242.9K2026-10-09
Well Done, LLC
DECREASED27,37527,645-270-1%$538.0K$758.0K+$220.0K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED27,02427,02400%$446.0K$635.2K+$189.2K2026-11-04
Axxcess Wealth Management, LLC
DECREASED26,98745,738-18,751-41%$890.1K$747.3K-$142.8K2026-10-21
Revisor Wealth Management LLC
NEW26,538—+26,538——$725.4K—2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED23,75123,75100%$462.2K$640.6K+$178.4K2026-10-30
OxenFree Capital LLC
INCREASED23,15822,934+224+1%$485.3K$657.5K+$172.2K2026-10-07
Beacon Financial Advisory LLC
INCREASED21,32421,257+67+0%$413.7K$590.5K+$176.8K2026-10-16
Lido Advisors, LLC
UNCHANGED20,30820,30800%$395.2K$562.3K+$167.1K2026-11-04
Eagle Global Advisors LLC
INCREASED19,10014,400+4,700+33%$280.2K$528.9K+$248.7K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED17,42719,407-1,980-10%$377.7K$482.6K+$104.9K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED16,23716,611-374-2%$323.0K$450.0K+$127.0K2026-11-02
Perigon Wealth Management, LLC
UNCHANGED16,22716,22700%$315.8K$449.3K+$133.5K2026-10-22
Advisor OS, LLC
NEW15,888—+15,888——$439.9K—2026-11-03
Interchange Capital Partners, LLC
DECREASED15,07415,142-680%$294.7K$417.4K+$122.7K2026-10-28
Upper Left Wealth Management, LLC
DECREASED13,63514,095-460-3%$274.3K$377.6K+$103.3K2026-10-14
Commonwealth Equity Services, LLC
DECREASED12,00333,475-21,472-64%$651.4K$332.4K-$319.1K2026-11-02
Wealth Preservation Advisors, LLC
UNCHANGED12,00012,00000%$233.5K$332.3K+$98.8K2026-11-05
Avidian Wealth Enterprises, LLC
UNCHANGED11,03711,03700%$214.8K$305.6K+$90.8K2026-10-08
Womack Financial LLC
INCREASED11,00210,553+449+4%$205.4K$304.6K+$99.3K2026-10-14
StoneX Group Inc.
NEW10,292—+10,292——$272.9K—2026-11-03
CWC Advisors, Llc.
NEW9,740—+9,740——$269.7K—2026-10-15
MSH Capital Advisors LLC
NEW8,942—+8,942——$250.4K—2026-11-03
CWA Asset Management Group, LLC
NEW8,765—+8,765——$242.7K—2026-10-19
Paragon Private Wealth Management, LLC
NEW8,175—+8,175——$226.4K—2026-10-20
Castle Rock Wealth Management, LLC
NEW8,131—+8,131——$230.8K—2026-10-09
Clarus Group, Inc.
NEW8,065—+8,065——$223.3K—2026-10-21
True Private Wealth Advisors
NEW7,800—+7,800——$216.0K—2026-10-19
Farther Finance Advisors, LLC
INCREASED5,0554,782+273+6%$93.1K$140.0K+$46.9K2026-10-08
Madden Securities Corp
DECREASED4,13519,645-15,510-79%$382.3K$114.5K-$267.8K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED2,6102,61000%$50.8K$72.3K+$21.5K2026-10-22
Harbor Investment Advisory, LLC
DECREASED2,1002,230-130-6%$43.4K$58.1K+$14.8K2026-10-13
Central Trust Co
UNCHANGED1,9171,91700%$37.3K$53.1K+$15.8K2026-11-05
William Mack & Associates, Inc.
NEW1,794—+1,794——$49.7K—2026-10-27
Provenance Wealth Advisors, LLC
NEW1,677—+1,677——$46.4K—2026-10-30
Mosley Wealth Management
UNCHANGED1,5981,59800%$31.1K$43.6K+$12.5K2026-10-16
Markowski Investments
NEW1,440—+1,440——$39.9K—2026-10-30
Lanark Financial, Inc.
UNCHANGED1,1551,15500%$22.5K$32.0K+$9.5K2026-10-26
Ares Financial Consulting, LLC
UNCHANGED95495400%$18.6K$26.4K+$7.9K2026-10-19
Compass Financial Management LLC
UNCHANGED92492400%$18.0K$25.6K+$7.6K2026-10-30
TD Waterhouse Canada Inc.
NEW480—+480——$13.5K—2026-10-16
Fifth Third Bancorp
DECREASED474499-25-5%$9.7K$13.1K+$3.4K2026-11-05
Triumph Capital Management
NEW396—+396——$11.0K—2026-10-14
Bullock Wealth Management Group
UNCHANGED36036000%$7.2K$10.1K+$2.9K2026-10-09
American National Bank & Trust
NEW315—+315——$8.7K—2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED30030000%$5.8K$8.3K+$2.5K2026-10-20
Parallel Advisors, LLC
UNCHANGED28528500%$5.5K$7.9K+$2.3K2026-11-03
Global Trust Asset Management, LLC
UNCHANGED20020000%$3.9K$5.5K+$1.6K2026-10-19
Midwest Capital Advisors, LLC
UNCHANGED16516500%$3.2K$4.6K+$1.4K2026-11-04
Larson Financial Group LLC
UNCHANGED6600%$117$166+$492026-11-05
Citizens Financial Group Inc
CLOSED032,073-32,073-100%$624.1K$0-$624.1K2026-10-23
Venture Visionary Partners LLC
CLOSED026,687-26,687-100%$519.3K$0-$519.3K2026-10-07
rebel Financial LLC
CLOSED013,960-13,960-100%$271.7K$0-$271.7K2026-11-04
Three Magnolias Financial Advisors, LLC
CLOSED011,942-11,942-100%$232.4K$0-$232.4K2026-10-14
ARK Investment Management LLC
N/A—6,454,565-6,454,565-100%$125.6M———
Schonfeld Strategic Advisors LLC
N/A—3,935,278-3,935,278-100%$76.6M———
Galaxy Digital Inc.
N/A—3,892,800-3,892,800-100%$75.8M———
Intesa Sanpaolo S.p.A.
N/A—3,473,584-3,473,584-100%$67.6M———
Jane Street Group, LLC
N/A—2,700,151-2,700,151-100%$52.5M———
HBK Investments L P
N/A—1,966,887-1,966,887-100%$38.3M———
Millennium Management LLC
N/A—1,060,383-1,060,383-100%$20.6M———
Kaleidoscope Capital LP
N/A—961,963-961,963-100%$18.7M———
Tidal Investments LLC
N/A—853,229-853,229-100%$16.6M———
Farringdon Capital, Ltd.
N/A—255,448-255,448-100%$5.0M———
Quadrature Capital Ltd
N/A—238,397-238,397-100%$4.6M———
HSBC Holdings PLC
N/A—180,000-180,000-100%$3.5M———
Susquehanna International Group, LLP
N/A—173,503-173,503-100%$3.4M———
Dakota Wealth Management
N/A—162,027-162,027-100%$3.2M———
LPL Financial LLC
N/A—134,077-134,077-100%$2.6M———
Envestnet Asset Management Inc
N/A—112,882-112,882-100%$2.2M———
Citadel Advisors LLC
N/A—105,943-105,943-100%$2.1M———
HighTower Advisors, LLC
N/A—100,049-100,049-100%$1.9M———
Benjamin Edwards Inc
N/A—96,359-96,359-100%$1.9M———
One Charles Private Wealth Services, LLC
N/A—88,282-88,282-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—67,652-67,652-100%$1.3M———
Virtu Financial LLC
N/A—65,629-65,629-100%$1.3M———
Vident Advisory, LLC
N/A—58,794-58,794-100%$1.1M———
NewEdge Advisors, LLC
N/A—57,826-57,826-100%$1.1M———
Belpointe Asset Management LLC
N/A—56,114-56,114-100%$1.1M———
Renaissance Technologies LLC
N/A—48,055-48,055-100%$935.2K———
MML Investors Services, LLC
N/A—41,158-41,158-100%$800.9K———
Harbour Investments, Inc.
N/A—35,233-35,233-100%$685.6K———
NewEdge Wealth, LLC
N/A—35,139-35,139-100%$683.8K———
Geneos Wealth Management Inc.
N/A—34,158-34,158-100%$664.7K———
Cresset Asset Management, LLC
N/A—28,809-28,809-100%$560.6K———
Bank of Montreal
N/A—28,200-28,200-100%$548.8K———
Pallas Capital Advisors LLC
N/A—27,903-27,903-100%$543.0K———
Morgan Stanley
N/A—27,701-27,701-100%$539.1K———
Modern Wealth Management, LLC
N/A—25,910-25,910-100%$504.2K———
Marex Group Ltd
N/A—25,000-25,000-100%$486.5K———
Mariner, LLC
N/A—23,216-23,216-100%$451.8K———
Flow Traders U.S. LLC
N/A—22,541-22,541-100%$439.0K———
Teucrium Investment Advisors, LLC
N/A—22,126-22,126-100%$430.6K———
MAI Capital Management
N/A—18,238-18,238-100%$354.9K———
Qube Research & Technologies Ltd
N/A—17,335-17,335-100%$337.3K———
PNC Financial Services Group, Inc.
N/A—15,600-15,600-100%$303.6K———
Captrust Financial Advisors
N/A—15,347-15,347-100%$298.6K———
Advyzon Investment Management, LLC
N/A—14,218-14,218-100%$276.7K———
Douglass Winthrop Advisors, LLC
N/A—12,200-12,200-100%$237.4K———
NorthRock Partners, LLC
N/A—11,860-11,860-100%$230.8K———
CIBC World Market Inc.
N/A—11,850-11,850-100%$230.6K———
Merit Financial Group, LLC
N/A—11,666-11,666-100%$227.0K———
HRT Financial LP
N/A—11,415-11,415-100%$222.0K———
Raymond James Financial Inc
N/A—10,260-10,260-100%$199.7K———
Waverly Advisors, LLC
N/A—10,000-10,000-100%$194.6K———
Allworth Financial LP
N/A—6,531-6,531-100%$127.1K———
Hollencrest Capital Management
N/A—6,300-6,300-100%$122.6K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,100-6,100-100%$118.7K———
Elequin Capital, LP
N/A—5,375-5,375-100%$104.6K———
Northwestern Mutual Wealth Management Co
N/A—4,000-4,000-100%$77.8K———
Ross\johnson & Associates LLC
N/A—3,474-3,474-100%$67.6K———
Turim 21 Investimentos Ltda.
N/A—2,301-2,301-100%$44.8K———
Hantz Financial Services, Inc.
N/A—1,884-1,884-100%$37.0K———
Osaic Holdings, Inc.
N/A—948-948-100%$18.4K———
MidFirst Bank
N/A—900-900-100%$17.5K———
Tower Research Capital LLC (TRC)
N/A—243-243-100%$4.7K———
HM Payson & Co
N/A—90-90-100%$1.8K———
Arax Advisory Partners
N/A—38-38-100%$735———
N.E.W. Advisory Services LLC
N/A—36-36-100%$701———
Wells Fargo & Company
N/A—1-1-100%$15———
Showing 148 of 148 institutions