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Bitwise 10 Crypto Index ETF (BITW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Yarbrough Capital, LLC
UNCHANGED
Shares498,495 from 498,495
Change0 (0%)
Value$27.4M (+$8.6M)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED
Shares105,763 from 104,972
Change+791 (+1%)
Value$5.8M (+$1.9M)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares71,815 from 71,886
Change-71 (0%)
Value$3.9M (+$1.2M)
Filed 2026-10-13
Founders Capital Management
INCREASED
Shares48,060 from 20,406
Change+27,654 (+136%)
Value$2.6M (+$1.9M)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares33,529 from 34,052
Change-523 (-2%)
Value$1.8M (+$560.9K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares31,297 from 30,513
Change+784 (+3%)
Value$1.7M (+$571.4K)
Filed 2026-11-02
Cambridge Advisors Inc.
INCREASED
Shares27,868 from 27,815
Change+53 (+0%)
Value$1.5M (+$484.5K)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares24,201 from 24,576
Change-375 (-2%)
Value$1.3M (+$404.9K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,988 from 17,620
Change+6,368 (+36%)
Value$1.3M (+$655.0K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares23,030 from 25,465
Change-2,435 (-10%)
Value$1.3M (+$307.3K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares19,862 from 19,844
Change+18 (+0%)
Value$1.1M (+$344.6K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
INCREASED
Shares17,980 from 17,883
Change+97 (+1%)
Value$987.0K (+$315.0K)
Filed 2026-10-15
Elser Financial Planning, Inc
UNCHANGED
Shares15,861 from 15,861
Change0 (0%)
Value$870.7K (+$274.6K)
Filed 2026-10-16
Revolve Wealth Partners, LLC
INCREASED
Shares15,197 from 13,792
Change+1,405 (+10%)
Value$834.2K (+$315.9K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares13,745 from 12,955
Change+790 (+6%)
Value$754.5K (+$267.7K)
Filed 2026-10-26
Kestra Advisory Services, LLC
DECREASED
Shares13,654 from 13,692
Change-38 (0%)
Value$749.5K (+$235.0K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares12,346 from 12,531
Change-185 (-1%)
Value$677.7K (+$206.8K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares11,899 from 15,518
Change-3,619 (-23%)
Value$653.2K (+$70.0K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,542 from 8,402
Change+3,140 (+37%)
Value$610.6K (+$265.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares11,256 from 11,947
Change-691 (-6%)
Value$617.9K (+$168.9K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares8,907 from 9,068
Change-161 (-2%)
Value$489.0K (+$148.2K)
Filed 2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$488.1K (+$153.9K)
Filed 2026-10-14
Quaker Wealth Management, LLC
INCREASED
Shares8,165 from 565
Change+7,600 (+1345%)
Value$448.2K (+$427.0K)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares8,041
Change+8,041
Value$441.4K
Filed 2026-10-29
Balance Wealth Partners LLC
DECREASED
Shares7,758 from 8,677
Change-919 (-11%)
Value$425.9K (+$99.8K)
Filed 2026-10-27
Avestar Capital, LLC
NEW
Shares7,655
Change+7,655
Value$420.2K
Filed 2026-10-28
Kraft, Davis & Associates, LLC
UNCHANGED
Shares7,540 from 7,540
Change0 (0%)
Value$396.8K (+$96.4K)
Filed 2026-10-21
Crumly & Associates Inc.
INCREASED
Shares6,869 from 6,214
Change+655 (+11%)
Value$377.1K (+$143.6K)
Filed 2026-10-07
Farther Finance Advisors, LLC
INCREASED
Shares6,852 from 3,296
Change+3,556 (+108%)
Value$376.1K (+$252.3K)
Filed 2026-10-08
Archer Investment Management, LLC
DECREASED
Shares6,786 from 9,526
Change-2,740 (-29%)
Value$372.5K (+$14.5K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares6,673 from 6,673
Change0 (0%)
Value$366.3K (+$115.5K)
Filed 2026-10-08
Victory Financial Group, LLC
NEW
Shares6,671
Change+6,671
Value$366.2K
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares6,659 from 6,559
Change+100 (+2%)
Value$365.5K (+$119.1K)
Filed 2026-11-03
ADE, LLC
UNCHANGED
Shares6,325 from 6,325
Change0 (0%)
Value$347.2K (+$109.5K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares5,937 from 6,043
Change-106 (-2%)
Value$325.9K (+$98.8K)
Filed 2026-11-02
Rose Capital Advisors LLC
UNCHANGED
Shares5,821 from 5,821
Change0 (0%)
Value$319.5K (+$100.8K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
DECREASED
Shares5,500 from 6,300
Change-800 (-13%)
Value$301.9K (+$65.2K)
Filed 2026-10-27
Shore Point Advisors, LLC
NEW
Shares5,205
Change+5,205
Value$285.7K
Filed 2026-10-14
tru Independence LLC
NEW
Shares4,870
Change+4,870
Value$267.3K
Filed 2026-10-20
Clear Creek Financial Management, LLC
NEW
Shares4,740
Change+4,740
Value$260.2K
Filed 2026-10-28
Cornerstone Wealth Management, LLC
NEW
Shares4,201
Change+4,201
Value$230.6K
Filed 2026-11-04
Flagship Harbor Advisors, LLC
NEW
Shares4,186
Change+4,186
Value$229.8K
Filed 2026-10-26
Angeles Wealth Management, LLC
NEW
Shares3,948
Change+3,948
Value$216.7K
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares3,693
Change+3,693
Value$202.7K
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares3,357
Change+3,357
Value$183.2K
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares2,450
Change+2,450
Value$134.5K
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$107.0K (+$33.8K)
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$82.3K (+$26.0K)
Filed 2026-10-07
DeDora Capital, Inc.
NEW
Shares1,000
Change+1,000
Value$54.9K
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares946
Change+946
Value$51.9K
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$47.8K (+$15.1K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$38.5K (+$12.1K)
Filed 2026-10-23
SJS Investment Consulting Inc.
INCREASED
Shares652 from 184
Change+468 (+254%)
Value$35.8K (+$28.9K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27 (+$8)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares446
Change+446
Value$24.5K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$23.6K (+$7.4K)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$16.4K (+$5.2K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares280
Change+280
Value$15.4K
Filed 2026-10-05
Jnba Financial Advisors
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$14.0K (+$4.4K)
Filed 2026-11-03
Wilkerson Advisory Group LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$12.2K (+$3.9K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$12.2K (+$3.8K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.1K (+$3.4K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$9.4K (+$3.0K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares166 from 164
Change+2 (+1%)
Value$9.1K (+$3.0K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$1.7K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$1.7K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.5K (+$1.7K)
Filed 2026-11-05
Inspire Investing, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$5.3K (+$1.7K)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$5.1K (+$1.6K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$4.3K (+$1.4K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
DECREASED
Shares68 from 240
Change-172 (-72%)
Value$3.7K (-$5.3K)
Filed 2026-10-21
Fifth Third Bancorp
NEW
Shares50
Change+50
Value$2.7K
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares48 from 29
Change+19 (+66%)
Value$2.6K (+$1.5K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares35
Change+35
Value$1.9K
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.4K (+$433)
Filed 2026-11-02
Gilpin Wealth Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$824 (+$260)
Filed 2026-10-09
Toth Financial Advisory Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$824 (+$260)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$275 (+$87)
Filed 2026-10-23
Reap Financial Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$55 (+$17)
Filed 2026-11-02
Strategic Advocates LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$55 (+$17)
Filed 2026-11-03
Box Hill Private Wealth LLC
CLOSED
Shares0 from 5,572
Change-5,572 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 527,571
Change-527,571 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 191,298
Change-191,298 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 134,755
Change-134,755 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 116,479
Change-116,479 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 105,432
Change-105,432 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 87,252
Change-87,252 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 77,246
Change-77,246 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 63,630
Change-63,630 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 63,604
Change-63,604 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,976
Change-41,976 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,786
Change-38,786 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 38,486
Change-38,486 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 32,475
Change-32,475 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 32,277
Change-32,277 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 29,524
Change-29,524 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 29,387
Change-29,387 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,428
Change-20,428 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,926
Change-18,926 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,450
Change-16,450 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,296
Change-15,296 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 881
Change-881 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 765
Change-765 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 225
Change-225 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 0
Change0
Value—
Status
Yarbrough Capital, LLC
UNCHANGED498,495498,49500%$18.7M$27.4M+$8.6M2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED105,763104,972+791+1%$3.9M$5.8M+$1.9M2026-10-23
Independent Financial Group, LLC
DECREASED71,81571,886-710%$2.7M$3.9M+$1.2M2026-10-13
Founders Capital Management
INCREASED48,06020,406+27,654+136%$766.9K$2.6M+$1.9M2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED33,52934,052-523-2%$1.3M$1.8M+$560.9K2026-10-29
Claro Advisors Inc.
INCREASED31,29730,513+784+3%$1.1M$1.7M+$571.4K2026-11-02
Cambridge Advisors Inc.
INCREASED27,86827,815+53+0%$1.0M$1.5M+$484.5K2026-10-19
Souders Financial Advisors
DECREASED24,20124,576-375-2%$923.6K$1.3M+$404.9K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED23,98817,620+6,368+36%$662.0K$1.3M+$655.0K2026-11-02
Atria Investments, Inc
DECREASED23,03025,465-2,435-10%$957.0K$1.3M+$307.3K2026-10-15
Soltis Investment Advisors LLC
INCREASED19,86219,844+18+0%$745.7K$1.1M+$344.6K2026-10-28
WealthPlan Investment Management, LLC
INCREASED17,98017,883+97+1%$672.0K$987.0K+$315.0K2026-10-15
Elser Financial Planning, Inc
UNCHANGED15,86115,86100%$596.1K$870.7K+$274.6K2026-10-16
Revolve Wealth Partners, LLC
INCREASED15,19713,792+1,405+10%$518.3K$834.2K+$315.9K2026-10-23
Indivisible Partners
INCREASED13,74512,955+790+6%$486.8K$754.5K+$267.7K2026-10-26
Kestra Advisory Services, LLC
DECREASED13,65413,692-380%$514.5K$749.5K+$235.0K2026-11-02
Visionary Wealth Advisors
DECREASED12,34612,531-185-1%$470.9K$677.7K+$206.8K2026-11-04
Perigon Wealth Management, LLC
DECREASED11,89915,518-3,619-23%$583.2K$653.2K+$70.0K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED11,5428,402+3,140+37%$344.9K$610.6K+$265.7K2026-10-13
Commonwealth Equity Services, LLC
DECREASED11,25611,947-691-6%$449.0K$617.9K+$168.9K2026-11-02
Well Done, LLC
DECREASED8,9079,068-161-2%$340.8K$489.0K+$148.2K2026-10-20
Wealth Alliance Advisory Group, LLC
UNCHANGED8,8918,89100%$334.1K$488.1K+$153.9K2026-10-14
Quaker Wealth Management, LLC
INCREASED8,165565+7,600+1345%$21.2K$448.2K+$427.0K2026-10-22
Vise Technologies, Inc.
NEW8,041—+8,041——$441.4K—2026-10-29
Balance Wealth Partners LLC
DECREASED7,7588,677-919-11%$326.1K$425.9K+$99.8K2026-10-27
Avestar Capital, LLC
NEW7,655—+7,655——$420.2K—2026-10-28
Kraft, Davis & Associates, LLC
UNCHANGED7,5407,54000%$300.3K$396.8K+$96.4K2026-10-21
Crumly & Associates Inc.
INCREASED6,8696,214+655+11%$233.5K$377.1K+$143.6K2026-10-07
Farther Finance Advisors, LLC
INCREASED6,8523,296+3,556+108%$123.9K$376.1K+$252.3K2026-10-08
Archer Investment Management, LLC
DECREASED6,7869,526-2,740-29%$358.0K$372.5K+$14.5K2026-10-13
Avidian Wealth Enterprises, LLC
UNCHANGED6,6736,67300%$250.8K$366.3K+$115.5K2026-10-08
Victory Financial Group, LLC
NEW6,671—+6,671——$366.2K—2026-10-27
Parallel Advisors, LLC
INCREASED6,6596,559+100+2%$246.5K$365.5K+$119.1K2026-11-03
ADE, LLC
UNCHANGED6,3256,32500%$237.7K$347.2K+$109.5K2026-10-29
Creative Planning
DECREASED5,9376,043-106-2%$227.1K$325.9K+$98.8K2026-11-02
Rose Capital Advisors LLC
UNCHANGED5,8215,82100%$218.8K$319.5K+$100.8K2026-11-04
Tortuga Wealth Management, Inc
DECREASED5,5006,300-800-13%$236.8K$301.9K+$65.2K2026-10-27
Shore Point Advisors, LLC
NEW5,205—+5,205——$285.7K—2026-10-14
tru Independence LLC
NEW4,870—+4,870——$267.3K—2026-10-20
Clear Creek Financial Management, LLC
NEW4,740—+4,740——$260.2K—2026-10-28
Cornerstone Wealth Management, LLC
NEW4,201—+4,201——$230.6K—2026-11-04
Flagship Harbor Advisors, LLC
NEW4,186—+4,186——$229.8K—2026-10-26
Angeles Wealth Management, LLC
NEW3,948—+3,948——$216.7K—2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
NEW3,693—+3,693——$202.7K—2026-10-28
Transce3nd, LLC
NEW3,357—+3,357——$183.2K—2026-10-26
Rossby Financial, LCC
NEW2,450—+2,450——$134.5K—2026-11-05
North Star Investment Management Corp.
UNCHANGED1,9501,95000%$73.3K$107.0K+$33.8K2026-10-27
First Community Trust NA
UNCHANGED1,5001,50000%$56.4K$82.3K+$26.0K2026-10-07
DeDora Capital, Inc.
NEW1,000—+1,000——$54.9K—2026-10-26
Ascentis Independent Advisors
NEW946—+946——$51.9K—2026-11-03
Golden State Wealth Management, LLC
UNCHANGED87087000%$32.7K$47.8K+$15.1K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED70170100%$26.3K$38.5K+$12.1K2026-10-23
SJS Investment Consulting Inc.
INCREASED652184+468+254%$6.9K$35.8K+$28.9K2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED50050000%$19$27+$82026-10-13
Root Financial Partners, LLC
NEW446—+446——$24.5K—2026-10-21
Mather Group, Llc.
UNCHANGED43043000%$16.2K$23.6K+$7.4K2026-10-14
Larson Financial Group LLC
UNCHANGED29829800%$11.2K$16.4K+$5.2K2026-11-05
Horizons Wealth Management
NEW280—+280——$15.4K—2026-10-05
Jnba Financial Advisors
UNCHANGED25525500%$9.6K$14.0K+$4.4K2026-11-03
Wilkerson Advisory Group LLC
UNCHANGED22322300%$8.4K$12.2K+$3.9K2026-10-20
Valley National Advisers Inc
UNCHANGED22222200%$8.3K$12.2K+$3.8K2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED20020000%$7.7K$11.1K+$3.4K2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED17117100%$6.4K$9.4K+$3.0K2026-10-15
Blue Trust, Inc.
INCREASED166164+2+1%$6.2K$9.1K+$3.0K2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$3.8K$5.5K+$1.7K2026-10-20
Triumph Capital Management
UNCHANGED10010000%$3.8K$5.5K+$1.7K2026-10-14
Archer Investment Corp
UNCHANGED10010000%$3.8K$5.5K+$1.7K2026-11-05
Inspire Investing, LLC
UNCHANGED979700%$3.6K$5.3K+$1.7K2026-10-22
Smallwood Wealth Investment Management, LLC
UNCHANGED939300%$3.5K$5.1K+$1.6K2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED797900%$3.0K$4.3K+$1.4K2026-10-16
Strengthening Families & Communities, LLC
DECREASED68240-172-72%$9.0K$3.7K-$5.3K2026-10-21
Fifth Third Bancorp
NEW50—+50——$2.7K—2026-11-05
US Bancorp \de\
INCREASED4829+19+66%$1.1K$2.6K+$1.5K2026-11-05
Foresight Capital Management Advisors, Inc.
NEW35—+35——$1.9K—2026-10-27
Westside Investment Management, Inc.
UNCHANGED252500%$940$1.4K+$4332026-11-02
Gilpin Wealth Management, LLC
UNCHANGED151500%$564$824+$2602026-10-09
Toth Financial Advisory Corp
UNCHANGED151500%$564$824+$2602026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$188$275+$872026-10-23
Reap Financial Group, LLC
UNCHANGED1100%$38$55+$172026-11-02
Strategic Advocates LLC
UNCHANGED1100%$38$55+$172026-11-03
Box Hill Private Wealth LLC
CLOSED05,572-5,572-100%$209.4K$0-$209.4K2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED0172-172-100%$6.5K$0-$6.5K2026-10-29
LPL Financial LLC
N/A—527,571-527,571-100%$19.8M———
Jane Street Group, LLC
N/A—191,298-191,298-100%$7.2M———
Cetera Investment Advisers
N/A—134,755-134,755-100%$5.1M———
Mariner, LLC
N/A—116,479-116,479-100%$4.4M———
Intrinsic Edge Capital Management LLC
N/A—105,432-105,432-100%$4.0M———
Kesler, Norman & Wride, LLC
N/A—87,252-87,252-100%$3.3M———
Werba Rubin Papier Wealth Management
N/A—77,246-77,246-100%$2.9M———
WCG Wealth Advisors LLC
N/A—63,630-63,630-100%$2.4M———
Western Wealth Management, LLC
N/A—63,604-63,604-100%$2.4M———
NewEdge Advisors, LLC
N/A—41,976-41,976-100%$1.6M———
Northern Trust Corp
N/A—38,786-38,786-100%$1.5M———
Savvy Advisors, Inc.
N/A—38,486-38,486-100%$1.4M———
Fiduciary Financial Advisors
N/A—32,475-32,475-100%$1.2M———
Virtu Financial LLC
N/A—32,277-32,277-100%$1.2M———
Flow Traders U.S. LLC
N/A—29,524-29,524-100%$1.1M———
Exit Wealth Advisors, Llc.
N/A—29,387-29,387-100%$1.1M———
Private Advisor Group, LLC
N/A—20,428-20,428-100%$767.7K———
Integrated Wealth Concepts LLC
N/A—18,926-18,926-100%$711.2K———
Pallas Capital Advisors LLC
N/A—17,714-17,714-100%$665.7K———
HighTower Advisors, LLC
N/A—16,450-16,450-100%$618.2K———
Beacon Pointe Advisors, LLC
N/A—15,490-15,490-100%$582.1K———
Global Retirement Partners, LLC
N/A—15,296-15,296-100%$574.8K———
Private Wealth Asset Management, LLC
N/A—13,600-13,600-100%$513.6K———
One Charles Private Wealth Services, LLC
N/A—13,005-13,005-100%$488.7K———
Cresset Asset Management, LLC
N/A—12,690-12,690-100%$476.9K———
Rothschild Investment LLC
N/A—11,925-11,925-100%$448.1K———
Belpointe Asset Management LLC
N/A—11,747-11,747-100%$441.5K———
Pasadena Private Wealth, LLC
N/A—11,645-11,645-100%$437.6K———
Modern Wealth Management, LLC
N/A—11,058-11,058-100%$415.6K———
Moneta Group Investment Advisors LLC
N/A—9,779-9,779-100%$367.5K———
Financial Engines Advisors L.L.C.
N/A—7,414-7,414-100%$278.6K———
Waverly Advisors, LLC
N/A—7,371-7,371-100%$277.0K———
Great Valley Advisor Group, Inc.
N/A—7,350-7,350-100%$276.5K———
Independent Advisor Alliance
N/A—6,794-6,794-100%$255.3K———
Susquehanna International Group, LLP
N/A—6,772-6,772-100%$254.5K———
Insigneo Advisory Services, LLC
N/A—6,345-6,345-100%$238.4K———
Steward Partners Investment Advisory, LLC
N/A—5,699-5,699-100%$214.2K———
Turim 21 Investimentos Ltda.
N/A—5,062-5,062-100%$190.2K———
BFC Planning, Inc.
N/A—3,900-3,900-100%$146.6K———
Brown Brothers Harriman & Co
N/A—3,030-3,030-100%$113.9K———
Osaic Holdings, Inc.
N/A—2,938-2,938-100%$110.4K———
IFG Advisory, LLC
N/A—2,606-2,606-100%$97.9K———
PNC Financial Services Group, Inc.
N/A—2,593-2,593-100%$97.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$75.2K———
Keating Financial Advisory Services, Inc.
N/A—1,930-1,930-100%$72.5K———
Clearstead Advisors, LLC
N/A—1,632-1,632-100%$61.3K———
Whittier Trust Co
N/A—1,474-1,474-100%$60.5K———
Allworth Financial LP
N/A—1,183-1,183-100%$44.5K———
Morgan Stanley
N/A—1,052-1,052-100%$39.5K———
JPMorgan Chase & Co
N/A—881-881-100%$34.0K———
Harbour Investments, Inc.
N/A—792-792-100%$29.8K———
Arax Advisory Partners
N/A—765-765-100%$28.7K———
Rockefeller Capital Management L.P.
N/A—375-375-100%$14.1K———
Hollencrest Capital Management
N/A—225-225-100%$8.5K———
Vision Retirement, LLC
N/A—100-100-100%$3.8K———
Hantz Financial Services, Inc.
N/A—80-80-100%$3.0K———
Atomic Invest LLC
N/A—79-79-100%$3.1K———
UMB Bank, n.a.
N/A—76-76-100%$2.9K———
Northwestern Mutual Wealth Management Co
N/A—00—$0———
Showing 141 of 141 institutions