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Ipath Bloomberg Commodity in (DJP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AGF Management LTD
NEW
Shares4,236,548
Change+4,236,548
Value$102.8M
Filed 2026-11-03
BLB&B Advisors, LLC
INCREASED
Shares2,354,136 from 2,353,733
Change+403 (+0%)
Value$121.3M (+$18.4M)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,348,777 from 1,376,491
Change-27,714 (-2%)
Value$69.5M (+$9.3M)
Filed 2026-10-27
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares465,618 from 457,278
Change+8,340 (+2%)
Value$24.0M (+$4.0M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares254,903 from 259,765
Change-4,862 (-2%)
Value$13.3M (+$1.6M)
Filed 2026-10-13
Certuity, LLC
UNCHANGED
Shares204,390 from 204,390
Change0 (0%)
Value$10.5M (+$1.6M)
Filed 2026-11-02
Unique Wealth, LLC
DECREASED
Shares197,654 from 203,147
Change-5,493 (-3%)
Value$10.2M (+$1.3M)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares197,560 from 194,331
Change+3,229 (+2%)
Value$10.2M (+$1.7M)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares194,205 from 214,572
Change-20,367 (-9%)
Value$10.0M (-$324.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares189,266 from 181,965
Change+7,301 (+4%)
Value$9.8M (+$1.8M)
Filed 2026-11-02
Cultivar Capital, Inc.
DECREASED
Shares182,939 from 183,482
Change-543 (0%)
Value$9.4M (+$1.4M)
Filed 2026-10-14
Acima Private Wealth, LLC
DECREASED
Shares159,321 from 162,587
Change-3,266 (-2%)
Value$8.2M (+$1.1M)
Filed 2026-10-05
Commonwealth Equity Services, LLC
DECREASED
Shares138,654 from 142,999
Change-4,345 (-3%)
Value$7.1M (+$893.0K)
Filed 2026-11-02
Ackerman Capital Advisors, LLC
INCREASED
Shares114,289 from 113,761
Change+528 (+0%)
Value$5.9M (+$915.7K)
Filed 2026-10-30
Idaho Trust Co
DECREASED
Shares95,796 from 101,717
Change-5,921 (-6%)
Value$4.9M (+$490.3K)
Filed 2026-11-04
Ironwood Wealth Management, Llc.
DECREASED
Shares94,968 from 200,360
Change-105,392 (-53%)
Value$4.9M (-$3.9M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares57,624 from 64,416
Change-6,792 (-11%)
Value$3.0M (-$123.4K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares52,038 from 33,618
Change+18,420 (+55%)
Value$2.7M (+$1.2M)
Filed 2026-11-06
Peak Financial Management, Inc.
DECREASED
Shares45,556 from 45,596
Change-40 (0%)
Value$2.3M (+$354.0K)
Filed 2026-10-16
Washington Trust Bank
DECREASED
Shares43,918 from 44,823
Change-905 (-2%)
Value$2.3M (+$303.4K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
INCREASED
Shares42,466 from 39,053
Change+3,413 (+9%)
Value$2.2M (+$480.8K)
Filed 2026-10-09
Patten Group, Inc.
DECREASED
Shares39,975 from 40,613
Change-638 (-2%)
Value$2.1M (+$284.3K)
Filed 2026-10-26
Sharper & Granite LLC
INCREASED
Shares35,508 from 32,533
Change+2,975 (+9%)
Value$1.7M (+$287.3K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares32,196 from 32,114
Change+82 (+0%)
Value$1.7M (+$255.1K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares32,144 from 32,097
Change+47 (+0%)
Value$1.7M (+$253.1K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
NEW
Shares27,378
Change+27,378
Value$1.4M
Filed 2026-10-13
Bailard, Inc.
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$1.1M (+$171.8K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
DECREASED
Shares20,447 from 23,126
Change-2,679 (-12%)
Value$1.1M (+$42.6K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares18,446 from 19,433
Change-987 (-5%)
Value$950.3K (+$100.9K)
Filed 2026-10-15
Slow Capital, Inc.
INCREASED
Shares17,918 from 17,671
Change+247 (+1%)
Value$923.1K (+$150.7K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED
Shares17,365 from 17,365
Change0 (0%)
Value$894.6K (+$135.6K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares16,431 from 16,745
Change-314 (-2%)
Value$846.5K (+$114.6K)
Filed 2026-10-16
MontVue Capital Management, Inc.
DECREASED
Shares16,093 from 16,210
Change-117 (-1%)
Value$829.1K (+$120.6K)
Filed 2026-10-19
D.B. Root & Company, LLC
UNCHANGED
Shares13,725 from 13,725
Change0 (0%)
Value$707.1K (+$107.2K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$669.8K (+$101.5K)
Filed 2026-11-05
Associated Banc-Corp
DECREASED
Shares12,859 from 13,217
Change-358 (-3%)
Value$662.5K (+$84.8K)
Filed 2026-10-30
Apeiron RIA LLC
INCREASED
Shares12,089 from 11,340
Change+749 (+7%)
Value$626.2K (+$130.5K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares10,466 from 10,466
Change0 (0%)
Value$539.2K (+$81.7K)
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$525.5K (+$79.7K)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares10,000 from 11,193
Change-1,193 (-11%)
Value$515.2K (+$26.0K)
Filed 2026-10-23
Brighton Jones LLC
UNCHANGED
Shares8,817 from 8,817
Change0 (0%)
Value$454.3K (+$68.9K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares8,335 from 8,335
Change0 (0%)
Value$429.4K (+$65.1K)
Filed 2026-10-19
Parkside Financial Bank & Trust
DECREASED
Shares8,235 from 8,402
Change-167 (-2%)
Value$424.3K (+$57.0K)
Filed 2026-10-27
PDS Planning, Inc
UNCHANGED
Shares8,067 from 8,067
Change0 (0%)
Value$415.6K (+$63.0K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$414.7K (+$62.9K)
Filed 2026-11-05
Boston Standard Wealth Management, LLC
DECREASED
Shares7,414 from 8,716
Change-1,302 (-15%)
Value$382.0K (+$2.0K)
Filed 2026-10-07
Allstreet Capital Advisors LLC
UNCHANGED
Shares7,199 from 7,199
Change0 (0%)
Value$370.9K (+$56.2K)
Filed 2026-11-04
Bangor Savings Bank
DECREASED
Shares7,160 from 8,250
Change-1,090 (-13%)
Value$368.9K (+$8.3K)
Filed 2026-10-06
Wlth Capital Management, LLC
DECREASED
Shares7,123 from 62,280
Change-55,157 (-89%)
Value$367.0K (-$2.4M)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
DECREASED
Shares6,615 from 6,715
Change-100 (-1%)
Value$340.8K (+$47.3K)
Filed 2026-10-29
Colony Family Offices, LLC
UNCHANGED
Shares6,574 from 6,574
Change0 (0%)
Value$338.7K (+$51.3K)
Filed 2026-10-22
Rockwood Wealth Management, LLC
NEW
Shares6,106
Change+6,106
Value$314.6K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares6,081 from 6,081
Change0 (0%)
Value$265.8K ($0)
Filed 2026-11-06
WBH Advisory Inc
UNCHANGED
Shares4,918 from 4,918
Change0 (0%)
Value$253.4K (+$38.4K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares4,826 from 4,810
Change+16 (+0%)
Value$248.6K (+$38.4K)
Filed 2026-10-29
Lyell Wealth Management, LP
NEW
Shares4,370
Change+4,370
Value$225.1K
Filed 2026-10-30
Park Capital Management, LLC / WI
NEW
Shares4,246
Change+4,246
Value$218.8K
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares4,242 from 6,090
Change-1,848 (-30%)
Value$218.5K (-$47.6K)
Filed 2026-10-08
Creative Planning
NEW
Shares4,217
Change+4,217
Value$217.3K
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares4,108 from 3,934
Change+174 (+4%)
Value$211.6K (+$39.7K)
Filed 2026-11-05
Upper Left Wealth Management, LLC
DECREASED
Shares4,078 from 8,375
Change-4,297 (-51%)
Value$210.1K (-$156.0K)
Filed 2026-10-14
Savant Capital, LLC
NEW
Shares3,963
Change+3,963
Value$204.2K
Filed 2026-11-06
Net Worth Advisory Group
NEW
Shares3,917
Change+3,917
Value$202.9K
Filed 2026-10-20
UMB Bank, n.a.
UNCHANGED
Shares3,435 from 3,435
Change0 (0%)
Value$177.0K (+$26.8K)
Filed 2026-11-06
Nvwm, LLC
DECREASED
Shares2,949 from 3,138
Change-189 (-6%)
Value$151.9K (+$14.8K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$123.6K (+$18.7K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$58.8K (+$8.9K)
Filed 2026-10-23
Richardson Capital Management LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$41.5K (+$6.3K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$31.9K (+$4.8K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$31.9K (+$4.8K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$10.0K (+$1.5K)
Filed 2026-10-28
Fifth Third Bancorp
NEW
Shares140
Change+140
Value$7.2K
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$6.1K (+$922)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.7K (+$406)
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.5K (+$375)
Filed 2026-10-21
Rossby Financial, LCC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.4K (+$367)
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$721 (+$109)
Filed 2026-11-02
Canton Hathaway, LLC
NEW
Shares3
Change+3
Value$155
Filed 2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$105 (+$12)
Filed 2026-11-04
Avestar Capital, LLC
CLOSED
Shares0 from 31,000
Change-31,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$32.6K)
Filed 2026-11-04
CIBC Bancorp USA Inc.
N/A
Shares— from 1,357,750
Change-1,357,750 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 710,414
Change-710,414 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 478,880
Change-478,880 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 331,604
Change-331,604 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 254,683
Change-254,683 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 215,325
Change-215,325 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 197,654
Change-197,654 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 192,783
Change-192,783 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 179,598
Change-179,598 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 146,170
Change-146,170 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 117,469
Change-117,469 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 103,957
Change-103,957 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,466
Change-98,466 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 86,677
Change-86,677 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 74,740
Change-74,740 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 70,412
Change-70,412 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 44,907
Change-44,907 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 39,554
Change-39,554 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,703
Change-37,703 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,920
Change-34,920 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 33,691
Change-33,691 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,391
Change-30,391 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 25,427
Change-25,427 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,796
Change-19,796 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,683
Change-19,683 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,610
Change-19,610 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,390
Change-19,390 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,365
Change-14,365 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,101
Change-14,101 (-100%)
Value—
Croban
N/A
Shares— from 13,980
Change-13,980 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 12,518
Change-12,518 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,294
Change-10,294 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,187
Change-9,187 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 870
Change-870 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 328
Change-328 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 86
Change-86 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
AGF Management LTD
NEW4,236,548—+4,236,548——$102.8M—2026-11-03
BLB&B Advisors, LLC
INCREASED2,354,1362,353,733+403+0%$102.9M$121.3M+$18.4M2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED1,348,7771,376,491-27,714-2%$60.2M$69.5M+$9.3M2026-10-27
Badgley Phelps Wealth Managers, LLC
INCREASED465,618457,278+8,340+2%$20.0M$24.0M+$4.0M2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED254,903259,765-4,862-2%$11.7M$13.3M+$1.6M2026-10-13
Certuity, LLC
UNCHANGED204,390204,39000%$8.9M$10.5M+$1.6M2026-11-02
Unique Wealth, LLC
DECREASED197,654203,147-5,493-3%$8.9M$10.2M+$1.3M2026-10-16
CoreCap Advisors, LLC
INCREASED197,560194,331+3,229+2%$8.5M$10.2M+$1.7M2026-10-08
SAX Wealth Advisors, LLC
DECREASED194,205214,572-20,367-9%$10.3M$10.0M-$324.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED189,266181,965+7,301+4%$8.0M$9.8M+$1.8M2026-11-02
Cultivar Capital, Inc.
DECREASED182,939183,482-5430%$8.0M$9.4M+$1.4M2026-10-14
Acima Private Wealth, LLC
DECREASED159,321162,587-3,266-2%$7.1M$8.2M+$1.1M2026-10-05
Commonwealth Equity Services, LLC
DECREASED138,654142,999-4,345-3%$6.3M$7.1M+$893.0K2026-11-02
Ackerman Capital Advisors, LLC
INCREASED114,289113,761+528+0%$5.0M$5.9M+$915.7K2026-10-30
Idaho Trust Co
DECREASED95,796101,717-5,921-6%$4.4M$4.9M+$490.3K2026-11-04
Ironwood Wealth Management, Llc.
DECREASED94,968200,360-105,392-53%$8.8M$4.9M-$3.9M2026-10-28
Chicago Partners Investment Group LLC
DECREASED57,62464,416-6,792-11%$3.1M$3.0M-$123.4K2026-10-27
LPL Financial LLC
INCREASED52,03833,618+18,420+55%$1.5M$2.7M+$1.2M2026-11-06
Peak Financial Management, Inc.
DECREASED45,55645,596-400%$2.0M$2.3M+$354.0K2026-10-16
Washington Trust Bank
DECREASED43,91844,823-905-2%$2.0M$2.3M+$303.4K2026-11-03
Camelot Technology Advisors, Inc.
INCREASED42,46639,053+3,413+9%$1.7M$2.2M+$480.8K2026-10-09
Patten Group, Inc.
DECREASED39,97540,613-638-2%$1.8M$2.1M+$284.3K2026-10-26
Sharper & Granite LLC
INCREASED35,50832,533+2,975+9%$1.4M$1.7M+$287.3K2026-11-02
Moneco Advisors, LLC
INCREASED32,19632,114+82+0%$1.4M$1.7M+$255.1K2026-11-05
Lido Advisors, LLC
INCREASED32,14432,097+47+0%$1.4M$1.7M+$253.1K2026-11-04
B. Riley Wealth Advisors, Inc.
NEW27,378—+27,378——$1.4M—2026-10-13
Bailard, Inc.
UNCHANGED22,00022,00000%$961.6K$1.1M+$171.8K2026-10-13
Baker Avenue Asset Management, LP
DECREASED20,44723,126-2,679-12%$1.0M$1.1M+$42.6K2026-11-06
Atria Investments, Inc
DECREASED18,44619,433-987-5%$849.4K$950.3K+$100.9K2026-10-15
Slow Capital, Inc.
INCREASED17,91817,671+247+1%$772.4K$923.1K+$150.7K2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED17,36517,36500%$759.0K$894.6K+$135.6K2026-10-15
IFP Advisors, Inc
DECREASED16,43116,745-314-2%$731.9K$846.5K+$114.6K2026-10-16
MontVue Capital Management, Inc.
DECREASED16,09316,210-117-1%$708.5K$829.1K+$120.6K2026-10-19
D.B. Root & Company, LLC
UNCHANGED13,72513,72500%$599.9K$707.1K+$107.2K2026-11-04
Elevation Point Wealth Partners, LLC
UNCHANGED13,00013,00000%$568.2K$669.8K+$101.5K2026-11-05
Associated Banc-Corp
DECREASED12,85913,217-358-3%$577.7K$662.5K+$84.8K2026-10-30
Apeiron RIA LLC
INCREASED12,08911,340+749+7%$495.7K$626.2K+$130.5K2026-10-08
Parallel Advisors, LLC
UNCHANGED10,46610,46600%$457.5K$539.2K+$81.7K2026-11-03
Barclays PLC
UNCHANGED10,20010,20000%$445.8K$525.5K+$79.7K2026-11-06
HB Wealth Management, LLC
DECREASED10,00011,193-1,193-11%$489.2K$515.2K+$26.0K2026-10-23
Brighton Jones LLC
UNCHANGED8,8178,81700%$385.4K$454.3K+$68.9K2026-11-03
Capstone Wealth Management Group, Inc.
UNCHANGED8,3358,33500%$364.3K$429.4K+$65.1K2026-10-19
Parkside Financial Bank & Trust
DECREASED8,2358,402-167-2%$367.3K$424.3K+$57.0K2026-10-27
PDS Planning, Inc
UNCHANGED8,0678,06700%$352.6K$415.6K+$63.0K2026-11-03
Mesirow Financial Investment Management, Inc.
UNCHANGED8,0508,05000%$351.9K$414.7K+$62.9K2026-11-05
Boston Standard Wealth Management, LLC
DECREASED7,4148,716-1,302-15%$380.0K$382.0K+$2.0K2026-10-07
Allstreet Capital Advisors LLC
UNCHANGED7,1997,19900%$314.7K$370.9K+$56.2K2026-11-04
Bangor Savings Bank
DECREASED7,1608,250-1,090-13%$360.6K$368.9K+$8.3K2026-10-06
Wlth Capital Management, LLC
DECREASED7,12362,280-55,157-89%$2.7M$367.0K-$2.4M2026-10-20
Pinnacle Financial Group, LLC / IL
DECREASED6,6156,715-100-1%$293.5K$340.8K+$47.3K2026-10-29
Colony Family Offices, LLC
UNCHANGED6,5746,57400%$287.4K$338.7K+$51.3K2026-10-22
Rockwood Wealth Management, LLC
NEW6,106—+6,106——$314.6K—2026-10-27
Allworth Financial LP
UNCHANGED6,0816,08100%$265.8K$265.8K$02026-11-06
WBH Advisory Inc
UNCHANGED4,9184,91800%$215.0K$253.4K+$38.4K2026-11-05
Vise Technologies, Inc.
INCREASED4,8264,810+16+0%$210.2K$248.6K+$38.4K2026-10-29
Lyell Wealth Management, LP
NEW4,370—+4,370——$225.1K—2026-10-30
Park Capital Management, LLC / WI
NEW4,246—+4,246——$218.8K—2026-10-13
Farther Finance Advisors, LLC
DECREASED4,2426,090-1,848-30%$266.2K$218.5K-$47.6K2026-10-08
Creative Planning
NEW4,217—+4,217——$217.3K—2026-11-02
US Bancorp \de\
INCREASED4,1083,934+174+4%$172.0K$211.6K+$39.7K2026-11-05
Upper Left Wealth Management, LLC
DECREASED4,0788,375-4,297-51%$366.1K$210.1K-$156.0K2026-10-14
Savant Capital, LLC
NEW3,963—+3,963——$204.2K—2026-11-06
Net Worth Advisory Group
NEW3,917—+3,917——$202.9K—2026-10-20
UMB Bank, n.a.
UNCHANGED3,4353,43500%$150.1K$177.0K+$26.8K2026-11-06
Nvwm, LLC
DECREASED2,9493,138-189-6%$137.2K$151.9K+$14.8K2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED2,3992,39900%$104.9K$123.6K+$18.7K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED1,1421,14200%$49.9K$58.8K+$8.9K2026-10-23
Richardson Capital Management LLC
UNCHANGED80680600%$35.2K$41.5K+$6.3K2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED62062000%$27.1K$31.9K+$4.8K2026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED61961900%$27.1K$31.9K+$4.8K2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED19419400%$8.5K$10.0K+$1.5K2026-10-28
Fifth Third Bancorp
NEW140—+140——$7.2K—2026-11-05
Financial Consulate, Inc
UNCHANGED11811800%$5.2K$6.1K+$9222026-10-23
Assetmark, Inc
UNCHANGED525200%$2.3K$2.7K+$4062026-10-21
Sunrise Financial Services, LLC
UNCHANGED484800%$2.1K$2.5K+$3752026-10-21
Rossby Financial, LCC
UNCHANGED474700%$2.1K$2.4K+$3672026-11-05
Concord Wealth Partners
UNCHANGED141400%$612$721+$1092026-11-02
Canton Hathaway, LLC
NEW3—+3——$155—2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED2200%$93$105+$122026-11-04
Avestar Capital, LLC
CLOSED031,000-31,000-100%$1.4M$0-$1.4M2026-10-28
Simplex Trading, LLC
CLOSED0746-746-100%$32.6K$0-$32.6K2026-11-04
CIBC Bancorp USA Inc.
N/A—1,357,750-1,357,750-100%$59.3M———
Osborne Partners Capital Management, LLC
N/A—710,414-710,414-100%$31.1M———
Dimension Capital Management LLC
N/A—478,880-478,880-100%$20.9M———
BNP Paribas Financial Markets
N/A—331,604-331,604-100%$14.5M———
Global Endowment Management, LP
N/A—254,683-254,683-100%$11.1M———
JPMorgan Chase & Co
N/A—215,325-215,325-100%$9.3M———
Heartland Bank & Trust Co
N/A—197,654-197,654-100%$8.6M———
Legend Financial Advisors, Inc.
N/A—192,783-192,783-100%$8.4M———
Ameriprise Financial Inc
N/A—179,598-179,598-100%$7.8M———
First Foundation Advisors
N/A—146,170-146,170-100%$6.4M———
Waverly Advisors, LLC
N/A—117,469-117,469-100%$5.1M———
Bruce G. Allen Investments, LLC
N/A—103,957-103,957-100%$4.5M———
Goldman Sachs Group Inc
N/A—98,466-98,466-100%$4.3M———
Hancock Whitney Corp
N/A—86,677-86,677-100%$3.8M———
RiverGlades Family Offices LLC
N/A—74,740-74,740-100%$3.3M———
Morgan Stanley
N/A—70,412-70,412-100%$3.1M———
Cresset Asset Management, LLC
N/A—44,907-44,907-100%$2.0M———
Ethos Financial Group, LLC
N/A—39,554-39,554-100%$1.9M———
Susquehanna International Group, LLP
N/A—37,703-37,703-100%$1.6M———
Janney Montgomery Scott LLC
N/A—34,920-34,920-100%$1.5M———
Marino Management, LLC
N/A—33,691-33,691-100%$1.5M———
Stifel Financial Corp
N/A—30,391-30,391-100%$1.3M———
Fort Point Capital Partners LLC
N/A—25,427-25,427-100%$1.1M———
Coldstream Capital Management Inc
N/A—22,091-22,091-100%$965.6K———
Envestnet Asset Management Inc
N/A—19,796-19,796-100%$865.3K———
Envestnet Portfolio Solutions, Inc.
N/A—19,683-19,683-100%$860.3K———
Captrust Financial Advisors
N/A—19,610-19,610-100%$857.2K———
Snowden Capital Advisors LLC
N/A—19,390-19,390-100%$847.5K———
EP Wealth Advisors, LLC
N/A—17,179-17,179-100%$750.9K———
Cetera Investment Advisers
N/A—14,365-14,365-100%$627.9K———
Royal Bank of Canada
N/A—14,101-14,101-100%$617.0K———
Croban
N/A—13,980-13,980-100%$610.9K———
Stillwater Private Wealth, LLC
N/A—12,518-12,518-100%$611———
UBS Group AG
N/A—12,453-12,453-100%$544.3K———
HighTower Advisors, LLC
N/A—11,223-11,223-100%$490.6K———
Pitcairn Wealth Advisors LLC
N/A—10,413-10,413-100%$455.2K———
Beacon Pointe Advisors, LLC
N/A—10,294-10,294-100%$450.0K———
Integrated Wealth Concepts LLC
N/A—9,187-9,187-100%$401.6K———
Sanctuary Advisors, LLC
N/A—8,685-8,685-100%$379.6K———
Measured Wealth Private Client Group, LLC
N/A—8,005-8,005-100%$349.9K———
LM Advisors LLC
N/A—8,000-8,000-100%$350.0K———
Empower Advisory Group, LLC
N/A—7,091-7,091-100%$309.9K———
Cardiff Park Advisors, LLC
N/A—7,072-7,072-100%$309.1K———
Jane Street Group, LLC
N/A—6,808-6,808-100%$297.6K———
Advisory Services Network, LLC
N/A—6,202-6,202-100%$271.1K———
HRT Financial LP
N/A—5,950-5,950-100%$260.0K———
Alliancebernstein L.P.
N/A—5,642-5,642-100%$271.6K———
Liberty Square Wealth Partners LLC
N/A—5,582-5,582-100%$244.0K———
Quantinno Capital Management LP
N/A—5,553-5,553-100%$242.7K———
NewEdge Advisors, LLC
N/A—5,410-5,410-100%$236.5K———
MAI Capital Management
N/A—4,844-4,844-100%$211.7K———
IEQ Capital, LLC
N/A—4,796-4,796-100%$209.6K———
Two Sigma Securities, LLC
N/A—4,692-4,692-100%$205.1K———
BCS Private Wealth Management, Inc.
N/A—4,600-4,600-100%$201.1K———
Caitlin John, LLC
N/A—2,233-2,233-100%$97.6K———
Osaic Holdings, Inc.
N/A—2,058-2,058-100%$90.0K———
FMR LLC
N/A—1,761-1,761-100%$77.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,498-1,498-100%$65.4K———
Highland Investment Advisors LLC
N/A—935-935-100%$40.9K———
Bessemer Group Inc
N/A—870-870-100%$38.0K———
Continuum Advisory, LLC
N/A—607-607-100%$26.5K———
MRP Capital Investments, LLC
N/A—500-500-100%$21.9K———
Steward Partners Investment Advisory, LLC
N/A—400-400-100%$17.5K———
Philadelphia Investment Partners, LLC
N/A—400-400-100%$17.5K———
Vanguard National Trust Co
N/A—328-328-100%$14.3K———
Coppell Advisory Solutions LLC
N/A—100-100-100%$1.4M———
Wells Fargo & Company
N/A—86-86-100%$3.8K———
Rialto Wealth Management, LLC
N/A—85-85-100%$3.7K———
BFC Planning, Inc.
N/A—85-85-100%$3.7K———
Transamerica Financial Advisors, LLC
N/A—22-22-100%$964———
Huntington National Bank
N/A—1-1-100%$44———
Showing 152 of 152 institutions