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BlackRock Enhanced Eqty DVD (BDJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,042,789 from 1,907,801
Change+134,988 (+7%)
Value$19.2M (+$944.6K)
Filed 2026-11-06
Waterfront Wealth Inc.
INCREASED
Shares860,000 from 848,328
Change+11,672 (+1%)
Value$8.2M (-$16.1K)
Filed 2026-11-03
Boothe Investment Group, Inc.
INCREASED
Shares641,972 from 599,840
Change+42,132 (+7%)
Value$6.0M (+$294.1K)
Filed 2026-10-22
Shaker Financial Services, LLC
DECREASED
Shares231,344 from 238,938
Change-7,594 (-3%)
Value$2.2M (-$112.0K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares185,749 from 185,675
Change+74 (+0%)
Value$1.8M (-$23.4K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares158,562 from 156,674
Change+1,888 (+1%)
Value$1.5M (-$8.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares147,550 from 146,047
Change+1,503 (+1%)
Value$1.4M (-$10.7K)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares147,107 from 218,001
Change-70,894 (-33%)
Value$1.4M (-$703.5K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares130,767 from 91,461
Change+39,306 (+43%)
Value$1.2M (+$353.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares130,542 from 120,542
Change+10,000 (+8%)
Value$1.2M (+$73.0K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares128,926 from 129,042
Change-116 (0%)
Value$1.2M (-$30.8K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares111,412 from 111,618
Change-206 (0%)
Value$1.0M (-$20.9K)
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares102,077 from 106,017
Change-3,940 (-4%)
Value$959.5K (-$55.1K)
Filed 2026-10-13
David J Yvars Group
DECREASED
Shares96,237 from 97,410
Change-1,173 (-1%)
Value$908.0K (-$23.5K)
Filed 2026-10-09
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares94,821 from 94,969
Change-148 (0%)
Value$891.3K (-$17.5K)
Filed 2026-10-16
PMG Family Office LLC
DECREASED
Shares93,174 from 95,395
Change-2,221 (-2%)
Value$875.8K (-$37.1K)
Filed 2026-10-19
Farther Finance Advisors, LLC
UNCHANGED
Shares86,342 from 86,342
Change0 (0%)
Value$811.6K (-$13.5K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares83,622 from 81,270
Change+2,352 (+3%)
Value$786.0K (+$8.0K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED
Shares75,254 from 49,878
Change+25,376 (+51%)
Value$707.4K (+$230.1K)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares73,971 from 69,348
Change+4,623 (+7%)
Value$695.3K (+$31.7K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares71,347 from 63,434
Change+7,913 (+12%)
Value$671.0K (+$64.0K)
Filed 2026-10-22
Stolper Co
DECREASED
Shares66,837 from 68,503
Change-1,666 (-2%)
Value$628.0K (-$28.0K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares66,045 from 48,170
Change+17,875 (+37%)
Value$627.8K (+$166.8K)
Filed 2026-11-03
Greg Jennings, LLC
NEW
Shares64,180
Change+64,180
Value$603.3K
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares62,654 from 73,076
Change-10,422 (-14%)
Value$593.3K (-$113.3K)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares60,000 from 65,000
Change-5,000 (-8%)
Value$564.0K (-$58.1K)
Filed 2026-11-05
Strong Retirement Solutions LLC
INCREASED
Shares53,067 from 34,583
Change+18,484 (+53%)
Value$498.8K (+$167.9K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares53,067 from 34,619
Change+18,448 (+53%)
Value$498.8K (+$167.5K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares51,206 from 56,388
Change-5,182 (-9%)
Value$481.3K (-$58.3K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED
Shares49,635 from 49,635
Change0 (0%)
Value$466.6K (-$8.4K)
Filed 2026-11-03
Thrivent Financial for Lutherans
UNCHANGED
Shares48,917 from 48,917
Change0 (0%)
Value$460.0K (-$9.0K)
Filed 2026-11-05
Investment Partners Asset Management, Inc.
UNCHANGED
Shares47,362 from 47,362
Change0 (0%)
Value$445.2K (-$8.1K)
Filed 2026-10-09
Mezzasalma Advisors, LLC
INCREASED
Shares47,280 from 46,537
Change+743 (+2%)
Value$444.4K (-$930)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares46,391 from 46,391
Change0 (0%)
Value$444.0K ($0)
Filed 2026-11-06
Cove Private Wealth, LLC
UNCHANGED
Shares45,237 from 45,237
Change0 (0%)
Value$425.2K (-$7.7K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares44,584 from 45,995
Change-1,411 (-3%)
Value$419.1K (-$21.1K)
Filed 2026-10-28
Brick & Kyle, Associates
INCREASED
Shares43,937 from 43,738
Change+199 (+0%)
Value$413.0K (+$36.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares43,639 from 45,079
Change-1,440 (-3%)
Value$412.0K (-$19.4K)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares43,293 from 41,793
Change+1,500 (+4%)
Value$407.0K (+$7.0K)
Filed 2026-10-15
D.A. Davidson & Co.
UNCHANGED
Shares42,643 from 42,643
Change0 (0%)
Value$400.8K (-$7.3K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares39,376 from 36,246
Change+3,130 (+9%)
Value$370.1K (+$23.3K)
Filed 2026-10-07
PNC Financial Services Group, Inc.
UNCHANGED
Shares37,691 from 37,691
Change0 (0%)
Value$354.3K (-$6.4K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares36,021 from 29,438
Change+6,583 (+22%)
Value$338.6K (+$56.9K)
Filed 2026-11-02
Central Trust Co
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$338.4K (-$6.1K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares35,627 from 31,361
Change+4,266 (+14%)
Value$334.9K (+$34.8K)
Filed 2026-11-05
Claro Advisors Inc.
UNCHANGED
Shares34,327 from 34,327
Change0 (0%)
Value$322.7K (-$5.8K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares34,027 from 33,737
Change+290 (+1%)
Value$319.9K (-$3.0K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares33,551 from 34,343
Change-792 (-2%)
Value$315.4K (-$13.3K)
Filed 2026-10-26
Prospera Financial Services Inc
NEW
Shares33,086
Change+33,086
Value$317.6K
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares32,124 from 34,875
Change-2,751 (-8%)
Value$302.0K (-$31.8K)
Filed 2026-10-14
Corrado Advisors, LLC
UNCHANGED
Shares28,305 from 28,305
Change0 (0%)
Value$266.1K (-$4.8K)
Filed 2026-10-27
Miller Financial Services LLC
INCREASED
Shares27,700 from 27,100
Change+600 (+2%)
Value$260.4K (+$1.0K)
Filed 2026-10-20
IPG Investment Advisors LLC
INCREASED
Shares26,500 from 20,000
Change+6,500 (+33%)
Value$249.1K (+$57.7K)
Filed 2026-10-30
Western Financial Corp
INCREASED
Shares25,487 from 25,006
Change+481 (+2%)
Value$239.6K (+$273)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares24,502 from 24,216
Change+286 (+1%)
Value$230.3K (-$1.4K)
Filed 2026-10-21
Vista Investment Partners II, LLC
DECREASED
Shares23,526 from 23,698
Change-172 (-1%)
Value$221.1K (-$5.6K)
Filed 2026-10-15
Elco Management Co., LLC
DECREASED
Shares22,263 from 24,263
Change-2,000 (-8%)
Value$209.3K (-$22.9K)
Filed 2026-10-14
Plancorp, LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$211.2K (-$1.1K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares21,946 from 18,946
Change+3,000 (+16%)
Value$206.3K (+$25.0K)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
UNCHANGED
Shares21,513 from 21,513
Change0 (0%)
Value$202.2K (-$3.7K)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares21,139 from 21,139
Change0 (0%)
Value$198.7K (-$3.6K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
NEW
Shares21,017
Change+21,017
Value$197.6K
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares20,985 from 20,663
Change+322 (+2%)
Value$197.0K (-$1.0K)
Filed 2026-10-20
Blue Trust, Inc.
UNCHANGED
Shares20,875 from 20,875
Change0 (0%)
Value$196.2K (-$3.5K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares20,406 from 13,898
Change+6,508 (+47%)
Value$191.8K (+$58.8K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares18,199 from 18,111
Change+88 (+0%)
Value$171.1K (-$2.3K)
Filed 2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED
Shares18,140 from 18,140
Change0 (0%)
Value$170.5K (-$3.1K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares17,713 from 17,635
Change+78 (+0%)
Value$166.9K (-$1.8K)
Filed 2026-11-06
Wealth Effects LLC
UNCHANGED
Shares17,710 from 17,710
Change0 (0%)
Value$166.5K (-$3.0K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares17,621 from 13,783
Change+3,838 (+28%)
Value$165.6K (+$33.7K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares17,392 from 11,642
Change+5,750 (+49%)
Value$163.5K (+$52.1K)
Filed 2026-10-22
Moors & Cabot, Inc.
DECREASED
Shares17,000 from 17,600
Change-600 (-3%)
Value$159.8K (-$8.6K)
Filed 2026-11-06
Diversify Wealth Management, LLC
UNCHANGED
Shares16,691 from 16,691
Change0 (0%)
Value$159.2K (-$1.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares16,691 from 16,691
Change0 (0%)
Value$159.2K (-$1.5K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares15,584 from 14,584
Change+1,000 (+7%)
Value$146.5K (+$6.9K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$143.4K (-$2.6K)
Filed 2026-10-28
Eagle Wealth Strategies LLC
UNCHANGED
Shares15,090 from 15,090
Change0 (0%)
Value$141.8K (-$2.6K)
Filed 2026-10-20
Todd Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$141.0K (-$2.6K)
Filed 2026-10-19
Iowa State Bank
UNCHANGED
Shares14,696 from 14,696
Change0 (0%)
Value$138.1K (-$2.5K)
Filed 2026-10-06
Heritage Wealth Management, Inc. s
UNCHANGED
Shares13,998 from 13,998
Change0 (0%)
Value$131.6K (-$2.4K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
UNCHANGED
Shares13,997 from 13,997
Change0 (0%)
Value$131.6K (-$2.4K)
Filed 2026-11-05
Gill Capital Partners, LLC
UNCHANGED
Shares13,883 from 13,883
Change0 (0%)
Value$130.5K (-$2.4K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
UNCHANGED
Shares13,831 from 13,831
Change0 (0%)
Value$130.0K (-$2.4K)
Filed 2026-10-28
Indivisible Partners
UNCHANGED
Shares13,164 from 13,164
Change0 (0%)
Value$123.7K (-$2.2K)
Filed 2026-10-26
New England Private Wealth Advisors LLC
NEW
Shares12,960
Change+12,960
Value$121.8K
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares11,895 from 11,707
Change+188 (+2%)
Value$111.8K (-$220)
Filed 2026-10-08
Daymark Wealth Partners, LLC
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$109.0K (-$2.0K)
Filed 2026-11-04
Decision Investments, Inc
UNCHANGED
Shares11,361 from 11,361
Change0 (0%)
Value$106.8K (-$1.9K)
Filed 2026-10-07
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares11,300 from 11,300
Change0 (0%)
Value$106.2K (-$1.9K)
Filed 2026-10-20
Compound Planning, Inc.
NEW
Shares10,650
Change+10,650
Value$100.1K
Filed 2026-11-05
Live Oak Private Wealth LLC
UNCHANGED
Shares10,525 from 10,525
Change0 (0%)
Value$98.9K (-$1.8K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares10,435 from 10,236
Change+199 (+2%)
Value$98.1K (+$122)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares10,393 from 10,393
Change0 (0%)
Value$97.7K (-$1.8K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.0K (-$1.7K)
Filed 2026-10-08
Cullen T Bankers, Inc.
UNCHANGED
Shares7,415 from 7,415
Change0 (0%)
Value$69.7K (-$1.3K)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares7,266 from 7,266
Change0 (0%)
Value$68.3K (-$1.2K)
Filed 2026-10-27
Holos Integrated Wealth LLC
INCREASED
Shares7,140 from 7,099
Change+41 (+1%)
Value$67.7K (-$535)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares6,789 from 6,789
Change0 (0%)
Value$63.8K (-$1.2K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$56.4K (-$1.0K)
Filed 2026-10-01
Larson Financial Group LLC
UNCHANGED
Shares5,243 from 5,243
Change0 (0%)
Value$49.3K (-$892)
Filed 2026-11-05
Private Trust Co NA
NEW
Shares5,099
Change+5,099
Value$47.9K
Filed 2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,607 from 3,607
Change0 (0%)
Value$33.9K (-$613)
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$28.2K (-$510)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$28.0K (-$507)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares2,550 from 2,501
Change+49 (+2%)
Value$24.0K ($0)
Filed 2026-10-27
Towne Trust Company, N.a
UNCHANGED
Shares1,954 from 1,954
Change0 (0%)
Value$18.4K (-$332)
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$17.1K (-$309)
Filed 2026-10-14
Asset Dedication, LLC
NEW
Shares1,112
Change+1,112
Value$10.5K
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
NEW
Shares1,075
Change+1,075
Value$10.1K
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$8.9K (-$161)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$8.5K (-$154)
Filed 2026-10-16
Markowski Investments
NEW
Shares890
Change+890
Value$8.4K
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$5.9K (-$107)
Filed 2026-10-21
Signature Equity Partners, LLC
NEW
Shares568
Change+568
Value$5.3K
Filed 2026-10-29
Montag A & Associates Inc
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$4.4K (-$79)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares302 from 300
Change+2 (+1%)
Value$2.8K (-$32)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$1.6K (-$28)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$997 (-$18)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$432 (-$8)
Filed 2026-10-21
Wolverine Asset Management LLC
CLOSED
Shares0 from 93,359
Change-93,359 (-100%)
Value$0 (-$893.4K)
Filed 2026-11-02
OMC Financial Services LTD
CLOSED
Shares0 from 66,580
Change-66,580 (-100%)
Value$0 (-$637.2K)
Filed 2026-10-19
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 10,330
Change-10,330 (-100%)
Value$0 (-$98.9K)
Filed 2026-11-06
HB Wealth Management, LLC
CLOSED
Shares0 from 10,088
Change-10,088 (-100%)
Value$0 (-$96.5K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 9,863
Change-9,863 (-100%)
Value$0 (-$94.4K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 4,106
Change-4,106 (-100%)
Value$0 (-$39.3K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,466
Change-1,466 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-15
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$221.6K (-$2.6K)
Filed 2026-10-29
Raymond James Financial Inc
N/A
Shares— from 4,470,795
Change-4,470,795 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,384,379
Change-3,384,379 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,373,919
Change-2,373,919 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,331,668
Change-2,331,668 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,312,905
Change-2,312,905 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,111,630
Change-1,111,630 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 801,250
Change-801,250 (-100%)
Value—
UBS Group AG
N/A
Shares— from 646,120
Change-646,120 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 618,636
Change-618,636 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 560,315
Change-560,315 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 547,128
Change-547,128 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 428,587
Change-428,587 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 346,195
Change-346,195 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 276,049
Change-276,049 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 249,494
Change-249,494 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 249,142
Change-249,142 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 130,565
Change-130,565 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 127,409
Change-127,409 (-100%)
Value—
&partners
N/A
Shares— from 126,772
Change-126,772 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 120,382
Change-120,382 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 114,750
Change-114,750 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100,246
Change-100,246 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 98,621
Change-98,621 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 97,206
Change-97,206 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 84,025
Change-84,025 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,730
Change-69,730 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 69,309
Change-69,309 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 60,741
Change-60,741 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 57,316
Change-57,316 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 57,000
Change-57,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 56,009
Change-56,009 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 54,698
Change-54,698 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 52,720
Change-52,720 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 51,251
Change-51,251 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 45,862
Change-45,862 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,805
Change-45,805 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,366
Change-43,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,098
Change-42,098 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 40,716
Change-40,716 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 39,893
Change-39,893 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 37,669
Change-37,669 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 36,566
Change-36,566 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 34,553
Change-34,553 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,952
Change-33,952 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 32,984
Change-32,984 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,632
Change-31,632 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 31,337
Change-31,337 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 29,052
Change-29,052 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,261
Change-28,261 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 27,956
Change-27,956 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 27,798
Change-27,798 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,406
Change-27,406 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 26,986
Change-26,986 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 26,749
Change-26,749 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 26,374
Change-26,374 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,302
Change-26,302 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 24,367
Change-24,367 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,232
Change-24,232 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 22,796
Change-22,796 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 22,068
Change-22,068 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,527
Change-21,527 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,648
Change-20,648 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 19,004
Change-19,004 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 18,811
Change-18,811 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,386
Change-17,386 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,286
Change-15,286 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 14,173
Change-14,173 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,238
Change-10,238 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 728
Change-728 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 65
Change-65 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,042,7891,907,801+134,988+7%$18.3M$19.2M+$944.6K2026-11-06
Waterfront Wealth Inc.
INCREASED860,000848,328+11,672+1%$8.2M$8.2M-$16.1K2026-11-03
Boothe Investment Group, Inc.
INCREASED641,972599,840+42,132+7%$5.7M$6.0M+$294.1K2026-10-22
Shaker Financial Services, LLC
DECREASED231,344238,938-7,594-3%$2.3M$2.2M-$112.0K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED185,749185,675+74+0%$1.8M$1.8M-$23.4K2026-11-04
Commonwealth Equity Services, LLC
INCREASED158,562156,674+1,888+1%$1.5M$1.5M-$8.9K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED147,550146,047+1,503+1%$1.4M$1.4M-$10.7K2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED147,107218,001-70,894-33%$2.1M$1.4M-$703.5K2026-10-13
Kestra Advisory Services, LLC
INCREASED130,76791,461+39,306+43%$875.3K$1.2M+$353.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED130,542120,542+10,000+8%$1.2M$1.2M+$73.0K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED128,926129,042-1160%$1.2M$1.2M-$30.8K2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED111,412111,618-2060%$1.1M$1.0M-$20.9K2026-10-23
Centurion Wealth Management LLC
DECREASED102,077106,017-3,940-4%$1.0M$959.5K-$55.1K2026-10-13
David J Yvars Group
DECREASED96,23797,410-1,173-1%$931.5K$908.0K-$23.5K2026-10-09
Pension & Wealth Management Advisors, Inc.
DECREASED94,82194,969-1480%$908.9K$891.3K-$17.5K2026-10-16
PMG Family Office LLC
DECREASED93,17495,395-2,221-2%$912.9K$875.8K-$37.1K2026-10-19
Farther Finance Advisors, LLC
UNCHANGED86,34286,34200%$825.1K$811.6K-$13.5K2026-10-08
Park Avenue Securities LLC
INCREASED83,62281,270+2,352+3%$778.0K$786.0K+$8.0K2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED75,25449,878+25,376+51%$477.3K$707.4K+$230.1K2026-11-02
Calamos Advisors LLC
INCREASED73,97169,348+4,623+7%$663.7K$695.3K+$31.7K2026-11-02
Wedbush Securities Inc
INCREASED71,34763,434+7,913+12%$607.0K$671.0K+$64.0K2026-10-22
Stolper Co
DECREASED66,83768,503-1,666-2%$656.0K$628.0K-$28.0K2026-10-13
StoneX Group Inc.
INCREASED66,04548,170+17,875+37%$461.0K$627.8K+$166.8K2026-11-03
Greg Jennings, LLC
NEW64,180—+64,180——$603.3K—2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED62,65473,076-10,422-14%$706.6K$593.3K-$113.3K2026-10-13
Regions Financial Corp
DECREASED60,00065,000-5,000-8%$622.1K$564.0K-$58.1K2026-11-05
Strong Retirement Solutions LLC
INCREASED53,06734,583+18,484+53%$331.0K$498.8K+$167.9K2026-10-07
Signal Advisors Wealth, LLC
INCREASED53,06734,619+18,448+53%$331.3K$498.8K+$167.5K2026-10-13
Truist Financial Corp
DECREASED51,20656,388-5,182-9%$539.6K$481.3K-$58.3K2026-10-30
Avantax Planning Partners, Inc.
UNCHANGED49,63549,63500%$475.0K$466.6K-$8.4K2026-11-03
Thrivent Financial for Lutherans
UNCHANGED48,91748,91700%$469.0K$460.0K-$9.0K2026-11-05
Investment Partners Asset Management, Inc.
UNCHANGED47,36247,36200%$453.3K$445.2K-$8.1K2026-10-09
Mezzasalma Advisors, LLC
INCREASED47,28046,537+743+2%$445.4K$444.4K-$9302026-10-14
Allworth Financial LP
UNCHANGED46,39146,39100%$444.0K$444.0K$02026-11-06
Cove Private Wealth, LLC
UNCHANGED45,23745,23700%$432.9K$425.2K-$7.7K2026-10-28
MGO One Seven LLC
DECREASED44,58445,995-1,411-3%$440.2K$419.1K-$21.1K2026-10-28
Brick & Kyle, Associates
INCREASED43,93743,738+199+0%$377.0K$413.0K+$36.0K2026-11-05
International Assets Investment Management, LLC
DECREASED43,63945,079-1,440-3%$431.4K$412.0K-$19.4K2026-11-02
Saxony Capital Management, LLC
INCREASED43,29341,793+1,500+4%$400.0K$407.0K+$7.0K2026-10-15
D.A. Davidson & Co.
UNCHANGED42,64342,64300%$408.1K$400.8K-$7.3K2026-10-28
Venture Visionary Partners LLC
INCREASED39,37636,246+3,130+9%$346.9K$370.1K+$23.3K2026-10-07
PNC Financial Services Group, Inc.
UNCHANGED37,69137,69100%$360.7K$354.3K-$6.4K2026-11-06
Creative Planning
INCREASED36,02129,438+6,583+22%$281.7K$338.6K+$56.9K2026-11-02
Central Trust Co
UNCHANGED36,00036,00000%$344.5K$338.4K-$6.1K2026-11-05
Fifth Third Bancorp
INCREASED35,62731,361+4,266+14%$300.1K$334.9K+$34.8K2026-11-05
Claro Advisors Inc.
UNCHANGED34,32734,32700%$328.5K$322.7K-$5.8K2026-11-02
NWF Advisory Services Inc.
INCREASED34,02733,737+290+1%$322.9K$319.9K-$3.0K2026-10-19
Lanark Financial, Inc.
DECREASED33,55134,343-792-2%$328.7K$315.4K-$13.3K2026-10-26
Prospera Financial Services Inc
NEW33,086—+33,086——$317.6K—2026-11-04
Davenport & Co LLC
DECREASED32,12434,875-2,751-8%$333.8K$302.0K-$31.8K2026-10-14
Corrado Advisors, LLC
UNCHANGED28,30528,30500%$270.9K$266.1K-$4.8K2026-10-27
Miller Financial Services LLC
INCREASED27,70027,100+600+2%$259.3K$260.4K+$1.0K2026-10-20
IPG Investment Advisors LLC
INCREASED26,50020,000+6,500+33%$191.4K$249.1K+$57.7K2026-10-30
Western Financial Corp
INCREASED25,48725,006+481+2%$239.3K$239.6K+$2732026-10-14
SeaCrest Wealth Management, LLC
INCREASED24,50224,216+286+1%$231.7K$230.3K-$1.4K2026-10-21
Vista Investment Partners II, LLC
DECREASED23,52623,698-172-1%$226.8K$221.1K-$5.6K2026-10-15
Elco Management Co., LLC
DECREASED22,26324,263-2,000-8%$232.2K$209.3K-$22.9K2026-10-14
Plancorp, LLC
UNCHANGED22,00022,00000%$212.3K$211.2K-$1.1K2026-11-03
Nations Financial Group Inc,
INCREASED21,94618,946+3,000+16%$181.3K$206.3K+$25.0K2026-11-05
Kaydan Wealth Management, Inc.
UNCHANGED21,51321,51300%$205.9K$202.2K-$3.7K2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED21,13921,13900%$202.3K$198.7K-$3.6K2026-10-30
Ashton Thomas Private Wealth, LLC
NEW21,017—+21,017——$197.6K—2026-11-03
Aurora Private Wealth, Inc.
INCREASED20,98520,663+322+2%$198.0K$197.0K-$1.0K2026-10-20
Blue Trust, Inc.
UNCHANGED20,87520,87500%$199.8K$196.2K-$3.5K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED20,40613,898+6,508+47%$133.0K$191.8K+$58.8K2026-10-16
Axxcess Wealth Management, LLC
INCREASED18,19918,111+88+0%$173.3K$171.1K-$2.3K2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED18,14018,14000%$173.6K$170.5K-$3.1K2026-10-14
Level Four Advisory Services, LLC
INCREASED17,71317,635+78+0%$168.7K$166.9K-$1.8K2026-11-06
Wealth Effects LLC
UNCHANGED17,71017,71000%$169.5K$166.5K-$3.0K2026-10-23
XML Financial, LLC
INCREASED17,62113,783+3,838+28%$131.9K$165.6K+$33.7K2026-10-29
Perigon Wealth Management, LLC
INCREASED17,39211,642+5,750+49%$111.4K$163.5K+$52.1K2026-10-22
Moors & Cabot, Inc.
DECREASED17,00017,600-600-3%$168.4K$159.8K-$8.6K2026-11-06
Diversify Wealth Management, LLC
UNCHANGED16,69116,69100%$160.7K$159.2K-$1.5K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED16,69116,69100%$160.7K$159.2K-$1.5K2026-10-20
Keybank National Association
INCREASED15,58414,584+1,000+7%$139.6K$146.5K+$6.9K2026-11-04
Heritage Wealth Management, Inc.
UNCHANGED15,25015,25000%$145.9K$143.4K-$2.6K2026-10-28
Eagle Wealth Strategies LLC
UNCHANGED15,09015,09000%$144.4K$141.8K-$2.6K2026-10-20
Todd Wealth Management, LLC
UNCHANGED15,00015,00000%$143.6K$141.0K-$2.6K2026-10-19
Iowa State Bank
UNCHANGED14,69614,69600%$140.6K$138.1K-$2.5K2026-10-06
Heritage Wealth Management, Inc. s
UNCHANGED13,99813,99800%$134.0K$131.6K-$2.4K2026-11-06
Endeavor Private Wealth, Inc.
UNCHANGED13,99713,99700%$134.0K$131.6K-$2.4K2026-11-05
Gill Capital Partners, LLC
UNCHANGED13,88313,88300%$132.9K$130.5K-$2.4K2026-10-13
Sterling Financial Planning, Inc.
UNCHANGED13,83113,83100%$132.4K$130.0K-$2.4K2026-10-28
Indivisible Partners
UNCHANGED13,16413,16400%$126.0K$123.7K-$2.2K2026-10-26
New England Private Wealth Advisors LLC
NEW12,960—+12,960——$121.8K—2026-10-19
First Heartland Consultants, Inc.
INCREASED11,89511,707+188+2%$112.0K$111.8K-$2202026-10-08
Daymark Wealth Partners, LLC
UNCHANGED11,60011,60000%$111.0K$109.0K-$2.0K2026-11-04
Decision Investments, Inc
UNCHANGED11,36111,36100%$108.7K$106.8K-$1.9K2026-10-07
Westbourne Investment Advisors, Inc.
UNCHANGED11,30011,30000%$108.1K$106.2K-$1.9K2026-10-20
Compound Planning, Inc.
NEW10,650—+10,650——$100.1K—2026-11-05
Live Oak Private Wealth LLC
UNCHANGED10,52510,52500%$100.7K$98.9K-$1.8K2026-11-02
Integrated Advisors Network LLC
INCREASED10,43510,236+199+2%$98.0K$98.1K+$1222026-10-20
Cape Investment Advisory, Inc.
UNCHANGED10,39310,39300%$99.5K$97.7K-$1.8K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED10,00010,00000%$95.7K$94.0K-$1.7K2026-10-08
Cullen T Bankers, Inc.
UNCHANGED7,4157,41500%$71.0K$69.7K-$1.3K2026-10-28
North Star Investment Management Corp.
UNCHANGED7,2667,26600%$69.5K$68.3K-$1.2K2026-10-27
Holos Integrated Wealth LLC
INCREASED7,1407,099+41+1%$68.2K$67.7K-$5352026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED6,7896,78900%$65.0K$63.8K-$1.2K2026-10-13
Hickory Point Bank & Trust
UNCHANGED6,0006,00000%$57.4K$56.4K-$1.0K2026-10-01
Larson Financial Group LLC
UNCHANGED5,2435,24300%$50.2K$49.3K-$8922026-11-05
Private Trust Co NA
NEW5,099—+5,099——$47.9K—2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED3,6073,60700%$34.5K$33.9K-$6132026-11-03
Hoey Investments, Inc
UNCHANGED3,0003,00000%$28.7K$28.2K-$5102026-10-29
Harbor Investment Advisory, LLC
UNCHANGED2,9812,98100%$28.5K$28.0K-$5072026-10-13
Capital Advisors, Ltd. LLC
INCREASED2,5502,501+49+2%$24.0K$24.0K$02026-10-27
Towne Trust Company, N.a
UNCHANGED1,9541,95400%$18.7K$18.4K-$3322026-10-28
Fortitude Family Office, LLC
UNCHANGED1,8191,81900%$17.4K$17.1K-$3092026-10-14
Asset Dedication, LLC
NEW1,112—+1,112——$10.5K—2026-11-03
Cassaday & Co Wealth Management LLC
NEW1,075—+1,075——$10.1K—2026-10-27
United Financial Planning Group LLC
UNCHANGED94994900%$9.1K$8.9K-$1612026-11-04
IFP Advisors, Inc
UNCHANGED90690600%$8.7K$8.5K-$1542026-10-16
Markowski Investments
NEW890—+890——$8.4K—2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED63263200%$6.0K$5.9K-$1072026-10-21
Signature Equity Partners, LLC
NEW568—+568——$5.3K—2026-10-29
Montag A & Associates Inc
UNCHANGED46646600%$4.5K$4.4K-$792026-10-29
Highline Wealth Partners LLC
INCREASED302300+2+1%$2.9K$2.8K-$322026-10-19
James T. Borello RIA
UNCHANGED16716700%$1.6K$1.6K-$282026-10-16
JFS Wealth Advisors, LLC
UNCHANGED10610600%$1.0K$997-$182026-11-03
Assetmark, Inc
UNCHANGED464600%$440$432-$82026-10-21
Wolverine Asset Management LLC
CLOSED093,359-93,359-100%$893.4K$0-$893.4K2026-11-02
OMC Financial Services LTD
CLOSED066,580-66,580-100%$637.2K$0-$637.2K2026-10-19
Dana Investment Advisors, Inc.
CLOSED010,330-10,330-100%$98.9K$0-$98.9K2026-11-06
HB Wealth Management, LLC
CLOSED010,088-10,088-100%$96.5K$0-$96.5K2026-10-23
Institute for Wealth Management, Llc.
CLOSED09,863-9,863-100%$94.4K$0-$94.4K2026-11-06
Axiom Investment Management LLC
CLOSED04,106-4,106-100%$39.3K$0-$39.3K2026-11-03
NBT Bank, N.A.
CLOSED01,605-1,605-100%$15.4K$0-$15.4K2026-10-21
AdvisorNet Financial, Inc
CLOSED01,466-1,466-100%$14.0K$0-$14.0K2026-10-15
Prairie Wealth Advisors, Inc.
UNCHANGED000—$224.2K$221.6K-$2.6K2026-10-29
Raymond James Financial Inc
N/A—4,470,795-4,470,795-100%$42.8M———
Morgan Stanley
N/A—3,384,379-3,384,379-100%$32.4M———
Guggenheim Capital LLC
N/A—2,373,919-2,373,919-100%$22.7M———
Invesco Ltd.
N/A—2,331,668-2,331,668-100%$22.3M———
Wells Fargo & Company
N/A—2,312,905-2,312,905-100%$22.1M———
Stifel Financial Corp
N/A—1,111,630-1,111,630-100%$10.6M———
Royal Bank of Canada
N/A—801,250-801,250-100%$7.7M———
UBS Group AG
N/A—646,120-646,120-100%$6.2M———
Janney Montgomery Scott LLC
N/A—618,636-618,636-100%$5.9M———
Bank of America Corp
N/A—560,315-560,315-100%$5.4M———
Osaic Holdings, Inc.
N/A—547,128-547,128-100%$5.2M———
Steward Partners Investment Advisory, LLC
N/A—428,587-428,587-100%$4.1M———
Cerity Partners LLC
N/A—346,195-346,195-100%$3.3M———
Baird Financial Group, Inc.
N/A—276,049-276,049-100%$2.6M———
Ameriprise Financial Inc
N/A—249,494-249,494-100%$2.4M———
Cetera Investment Advisers
N/A—249,142-249,142-100%$2.4M———
NewEdge Advisors, LLC
N/A—130,565-130,565-100%$1.2M———
Waverly Advisors, LLC
N/A—127,409-127,409-100%$1.2M———
&partners
N/A—126,772-126,772-100%$1.2M———
Advisors Asset Management, Inc.
N/A—120,382-120,382-100%$1.2M———
IHT Wealth Management, LLC
N/A—114,750-114,750-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—100,246-100,246-100%$959.4K———
Sanctuary Advisors, LLC
N/A—98,621-98,621-100%$943.8K———
WealthTrust Axiom LLC
N/A—97,206-97,206-100%$930.3K———
Kovack Advisors, Inc.
N/A—84,025-84,025-100%$804.1K———
Private Advisor Group, LLC
N/A—69,730-69,730-100%$667.3K———
Stratos Wealth Partners, Ltd.
N/A—69,309-69,309-100%$663.3K———
Wealthspire Advisors, LLC
N/A—60,741-60,741-100%$581.3K———
XTX Topco Ltd
N/A—57,316-57,316-100%$548.5K———
Palogic Value Management, L.P.
N/A—57,000-57,000-100%$545.5K———
WCG Wealth Advisors LLC
N/A—56,009-56,009-100%$536.0K———
Summit Financial, LLC
N/A—54,698-54,698-100%$523.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—52,720-52,720-100%$504.5K———
HighTower Advisors, LLC
N/A—51,251-51,251-100%$490.5K———
Shufro Rose & Co LLC
N/A—45,862-45,862-100%$438.9K———
Susquehanna International Group, LLP
N/A—45,805-45,805-100%$438.4K———
Jane Street Group, LLC
N/A—43,366-43,366-100%$415.0K———
Envestnet Asset Management Inc
N/A—42,098-42,098-100%$402.9K———
Mercer Global Advisors Inc
N/A—40,716-40,716-100%$389.7K———
UBS Asset Management Americas LLC
N/A—39,893-39,893-100%$381.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—37,669-37,669-100%$360.5K———
Brown Advisory Inc
N/A—36,566-36,566-100%$349.9K———
Beacon Pointe Advisors, LLC
N/A—34,553-34,553-100%$330.7K———
Mariner, LLC
N/A—33,952-33,952-100%$324.9K———
K2 Principal Fund, L.P.
N/A—32,984-32,984-100%$315.7K———
Arax Advisory Partners
N/A—31,632-31,632-100%$302.7K———
Ameritas Advisory Services, LLC
N/A—31,337-31,337-100%$299.9K———
Kapstone Financial Advisors LLC
N/A—30,936-30,936-100%$296.1K———
MAI Capital Management
N/A—29,052-29,052-100%$278.0K———
Integrated Wealth Concepts LLC
N/A—28,261-28,261-100%$270.5K———
Wealthspire Retirement, LLC
N/A—27,956-27,956-100%$267.5K———
Harbour Wealth Management Group, Inc.
N/A—27,798-27,798-100%$266.0K———
Benjamin Edwards Inc
N/A—27,406-27,406-100%$262.3K———
CFO4Life Group, LLC
N/A—26,986-26,986-100%$258.3K———
Wealthspan Partners, LLC
N/A—26,749-26,749-100%$256.0K———
Evolve Private Wealth, LLC
N/A—26,374-26,374-100%$252.4K———
MML Investors Services, LLC
N/A—26,302-26,302-100%$251.7K———
Peak Planning Group, LLC
N/A—24,367-24,367-100%$233.2K———
Northern Trust Corp
N/A—24,232-24,232-100%$231.9K———
Widmann Financial Services, Inc.
N/A—22,796-22,796-100%$218.2K———
Oder Investment Management, LLC
N/A—22,068-22,068-100%$211.2K———
Founders Financial Alliance, LLC
N/A—21,527-21,527-100%$206.0K———
Captrust Financial Advisors
N/A—20,648-20,648-100%$197.6K———
CIBC Bancorp USA Inc.
N/A—19,105-19,105-100%$182.8K———
Wharton Business Group, LLC
N/A—19,004-19,004-100%$181.9K———
Becker Capital Management Inc
N/A—18,811-18,811-100%$180.0K———
Harbour Investments, Inc.
N/A—17,386-17,386-100%$166.4K———
Principal Securities, Inc.
N/A—17,332-17,332-100%$165.9K———
AQR Capital Management LLC
N/A—16,116-16,116-100%$154.2K———
Wealth Management Associates, Inc.
N/A—16,065-16,065-100%$153.7K———
Cresset Asset Management, LLC
N/A—15,978-15,978-100%$152.9K———
Icon Wealth Advisors, LLC
N/A—15,910-15,910-100%$152.3K———
Two Sigma Securities, LLC
N/A—15,286-15,286-100%$146.3K———
World Investment Advisors
N/A—14,835-14,835-100%$131.0K———
Marex Group Ltd
N/A—14,173-14,173-100%$135.6K———
Comprehensive Money Management Services LLC
N/A—14,074-14,074-100%$134.7K———
BlackRock, Inc.
N/A—14,000-14,000-100%$134.0K———
Mosaic Family Wealth Partners, LLC
N/A—12,236-12,236-100%$117.1K———
Smith, Moore & Co.
N/A—12,153-12,153-100%$116.3K———
Fiduciary Financial Advisors
N/A—12,076-12,076-100%$115.5K———
Foundations Investment Advisors, LLC
N/A—11,775-11,775-100%$112.7K———
Spirepoint Private Client, LLC
N/A—10,369-10,369-100%$99.2K———
North Star Asset Management Inc
N/A—10,238-10,238-100%$98.0K———
Northwestern Mutual Wealth Management Co
N/A—6,365-6,365-100%$60.9K———
SHP Wealth Management
N/A—5,256-5,256-100%$50.3K———
Roble, Belko & Company, Inc
N/A—5,000-5,000-100%$48.0K———
Banque Transatlantique SA
N/A—4,304-4,304-100%$41.2K———
IFG Advisory, LLC
N/A—4,064-4,064-100%$38.9K———
Ameriflex Group, Inc.
N/A—3,910-3,910-100%$37.4K———
Colonial Trust Co / SC
N/A—2,777-2,777-100%$26.5K———
Mpwm Advisory Solutions, LLC
N/A—2,528-2,528-100%$24.2K———
PlanVest Financial, Inc
N/A—2,436-2,436-100%$23.3K———
Smartleaf Asset Management LLC
N/A—2,200-2,200-100%$21.0K———
Atlantic Union Bankshares Corp
N/A—2,000-2,000-100%$19.1K———
Federation des caisses Desjardins du Quebec
N/A—1,900-1,900-100%$18.2K———
BFC Planning, Inc.
N/A—918-918-100%$8.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—728-728-100%$7.0K———
Geneos Wealth Management Inc.
N/A—500-500-100%$4.8K———
Mark Sheptoff Financial Planning, LLC
N/A—500-500-100%$4.8K———
JPMorgan Chase & Co
N/A—65-65-100%$621———
Fourth Dimension Wealth, LLC
N/A—18-18-100%$172———
National Bank of Canada
N/A—2-2-100%$19———
Showing 230 of 230 institutions