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Ishares Short Duration High (SHYM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
INCREASED
Shares8,832,260 from 8,146,410
Change+685,850 (+8%)
Value$188.8M (+$5.9M)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares2,883,813 from 2,630,748
Change+253,065 (+10%)
Value$61.6M (+$2.6M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,379,286 from 1,321,690
Change+57,596 (+4%)
Value$29.5M (-$189.7K)
Filed 2026-11-02
Pearl Planning LLC
NEW
Shares340,940
Change+340,940
Value$7.3M
Filed 2026-10-13
Prentice Wealth Management LLC
INCREASED
Shares320,623 from 247,048
Change+73,575 (+30%)
Value$6.9M (+$1.3M)
Filed 2026-10-20
Trust Co
INCREASED
Shares312,781 from 286,957
Change+25,824 (+9%)
Value$6.7M (+$243.5K)
Filed 2026-10-09
Heritage Investment Group, Inc.
NEW
Shares240,775
Change+240,775
Value$5.1M
Filed 2026-11-03
Forte Asset Management LLC
INCREASED
Shares178,482 from 178,446
Change+36 (+0%)
Value$3.8M (-$191.1K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
NEW
Shares172,403
Change+172,403
Value$3.7M
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares159,955 from 195,227
Change-35,272 (-18%)
Value$3.4M (-$964.0K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares144,744 from 154,176
Change-9,432 (-6%)
Value$3.1M (-$367.3K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares138,057 from 138,370
Change-313 (0%)
Value$3.0M (-$155.4K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares114,864 from 52,776
Change+62,088 (+118%)
Value$2.5M (+$1.3M)
Filed 2026-11-04
Ellis Investment Partners, LLC
INCREASED
Shares106,400 from 54,487
Change+51,913 (+95%)
Value$2.3M (+$1.1M)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares98,893 from 88,577
Change+10,316 (+12%)
Value$2.1M (+$125.3K)
Filed 2026-10-14
DeLarme Wealth Management, Inc.
INCREASED
Shares96,956 from 96,134
Change+822 (+1%)
Value$2.1M (-$85.8K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares84,670 from 41,342
Change+43,328 (+105%)
Value$1.8M (+$880.3K)
Filed 2026-10-13
Legacy Advisory Services, LLC
DECREASED
Shares76,758 from 80,200
Change-3,442 (-4%)
Value$1.6M (-$159.8K)
Filed 2026-10-20
McAdam, LLC
NEW
Shares68,911
Change+68,911
Value$1.5M
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares67,795 from 105,171
Change-37,376 (-36%)
Value$1.4M (-$912.0K)
Filed 2026-10-30
MBA Advisors LLC
INCREASED
Shares53,327 from 51,825
Change+1,502 (+3%)
Value$1.1M (-$23.6K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares44,428 from 48,492
Change-4,064 (-8%)
Value$950.0K (-$139.0K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
INCREASED
Shares43,655 from 20,747
Change+22,908 (+110%)
Value$933.1K (+$467.4K)
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares43,296 from 32,370
Change+10,926 (+34%)
Value$925.5K (+$198.8K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
INCREASED
Shares41,698 from 37,438
Change+4,260 (+11%)
Value$891.3K (+$50.8K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares36,172 from 29,421
Change+6,751 (+23%)
Value$773.2K (+$112.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares36,018 from 6,321
Change+29,697 (+470%)
Value$769.9K (+$628.0K)
Filed 2026-10-08
Destiny Wealth Partners, LLC
INCREASED
Shares35,517 from 27,780
Change+7,737 (+28%)
Value$775.0K (+$160.1K)
Filed 2026-11-05
Marietta Wealth Management, LLC
UNCHANGED
Shares33,837 from 33,837
Change0 (0%)
Value$726.1K (-$33.5K)
Filed 2026-10-22
Tortuga Wealth Management, Inc
INCREASED
Shares31,156 from 31,092
Change+64 (+0%)
Value$666.1K (-$31.9K)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares29,329 from 9,329
Change+20,000 (+214%)
Value$626.9K (+$417.5K)
Filed 2026-10-22
ShoreHaven Wealth Partners, LLC
DECREASED
Shares28,660 from 33,794
Change-5,134 (-15%)
Value$612.6K (-$146.0K)
Filed 2026-10-16
Weitzel Financial Services, Inc.
INCREASED
Shares28,507 from 28,327
Change+180 (+1%)
Value$610.8K (-$23.6K)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares28,022 from 53,449
Change-25,427 (-48%)
Value$604.7K (-$580.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares28,022 from 53,449
Change-25,427 (-48%)
Value$604.7K (-$580.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares26,862 from 28,876
Change-2,014 (-7%)
Value$574.2K (-$74.1K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares26,484 from 19,715
Change+6,769 (+34%)
Value$566.1K (+$123.5K)
Filed 2026-10-26
Focused Alpha, LLC
DECREASED
Shares25,912 from 26,709
Change-797 (-3%)
Value$553.9K (-$45.8K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares24,318 from 19,875
Change+4,443 (+22%)
Value$519.8K (+$73.6K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED
Shares23,720 from 23,720
Change0 (0%)
Value$507.0K (-$25.5K)
Filed 2026-10-29
GSG Advisors LLC
NEW
Shares22,012
Change+22,012
Value$470.5K
Filed 2026-11-03
Objective Capital Management, LLC
DECREASED
Shares21,896 from 41,796
Change-19,900 (-48%)
Value$468.0K (-$470.3K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares21,548 from 21,496
Change+52 (+0%)
Value$460.6K (-$22.0K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares20,900 from 20,876
Change+24 (+0%)
Value$446.7K (-$21.9K)
Filed 2026-10-23
Earned Wealth Advisors, LLC
NEW
Shares20,766
Change+20,766
Value$443.9K
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares20,482 from 13,400
Change+7,082 (+53%)
Value$437.8K (+$137.0K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
NEW
Shares20,164
Change+20,164
Value$431.0K
Filed 2026-10-26
Serenity Investment Advisors
UNCHANGED
Shares19,995 from 19,995
Change0 (0%)
Value$427.4K (-$15.0K)
Filed 2026-10-30
Veracity Capital LLC
UNCHANGED
Shares19,801 from 19,801
Change0 (0%)
Value$423.2K (-$21.3K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares19,633 from 25,233
Change-5,600 (-22%)
Value$419.7K (-$146.8K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares18,835 from 21,951
Change-3,116 (-14%)
Value$402.6K (-$90.2K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares18,729 from 16,864
Change+1,865 (+11%)
Value$400.3K (+$21.7K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
INCREASED
Shares18,250 from 16,000
Change+2,250 (+14%)
Value$390.1K (+$34.7K)
Filed 2026-10-29
Alterna Wealth Management, Inc
INCREASED
Shares16,442 from 14,166
Change+2,276 (+16%)
Value$351.4K (+$33.4K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares15,886 from 8,092
Change+7,794 (+96%)
Value$339.6K (+$157.9K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares15,674 from 14,001
Change+1,673 (+12%)
Value$335.0K (+$20.7K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares14,895 from 14,691
Change+204 (+1%)
Value$324.0K (-$5.8K)
Filed 2026-10-30
Indivisible Partners
DECREASED
Shares14,881 from 44,111
Change-29,230 (-66%)
Value$318.1K (-$672.2K)
Filed 2026-10-26
Presilium Private Wealth, LLC
NEW
Shares13,832
Change+13,832
Value$295.7K
Filed 2026-10-26
WealthCare Investment Partners, LLC
INCREASED
Shares12,075 from 10,687
Change+1,388 (+13%)
Value$258.1K (+$18.2K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
NEW
Shares11,592
Change+11,592
Value$247.8K
Filed 2026-10-19
M Wealth Management, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$239.4K (-$12.0K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares11,078
Change+11,078
Value$242.4K
Filed 2026-11-03
Prospera Financial Services Inc
NEW
Shares10,201
Change+10,201
Value$223.6K
Filed 2026-11-04
Flagstar Securities, Inc
NEW
Shares9,565
Change+9,565
Value$204.5K
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares9,518 from 12,081
Change-2,563 (-21%)
Value$203.4K (-$67.8K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares8,869 from 8,869
Change0 (0%)
Value$189.6K (-$9.5K)
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares7,749
Change+7,749
Value$165.6K
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares7,484 from 7,484
Change0 (0%)
Value$160.0K (-$8.0K)
Filed 2026-10-20
Kings Path Partners LLC
UNCHANGED
Shares6,949 from 6,949
Change0 (0%)
Value$148.5K (-$7.5K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$106.9K (-$5.4K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$83.3K (-$4.2K)
Filed 2026-11-05
GGM Financial LLC
UNCHANGED
Shares3,420 from 3,420
Change0 (0%)
Value$73.1K (-$3.7K)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$59.0K (-$3.0K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares2,570 from 2,562
Change+8 (+0%)
Value$54.9K (-$2.6K)
Filed 2026-10-29
Financial Perspectives, Inc
NEW
Shares2,263
Change+2,263
Value$48.4K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$46.1K ($0)
Filed 2026-11-06
Oakworth Capital, Inc.
NEW
Shares1,875
Change+1,875
Value$40.1K
Filed 2026-10-26
PNC Financial Services Group, Inc.
NEW
Shares1,797
Change+1,797
Value$38.4K
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares1,422 from 833
Change+589 (+71%)
Value$30.4K (+$11.7K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$12.8K (-$645)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
NEW
Shares500
Change+500
Value$11
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares218 from 102
Change+116 (+114%)
Value$4.7K (+$2.4K)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$3.0K (-$150)
Filed 2026-10-20
Trust Co of Vermont
NEW
Shares24
Change+24
Value$513
Filed 2026-10-21
Aspen Wealth Management LLC
CLOSED
Shares0 from 75,007
Change-75,007 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
RFG Advisory, LLC
CLOSED
Shares0 from 25,799
Change-25,799 (-100%)
Value$0 (-$579.2K)
Filed 2026-11-03
Horizon Wealth Management, LLC
CLOSED
Shares0 from 20,184
Change-20,184 (-100%)
Value$0 (-$453.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 14,691
Change-14,691 (-100%)
Value$0 (-$329.8K)
Filed 2026-10-21
Triad Wealth Partners, LLC
CLOSED
Shares0 from 9,668
Change-9,668 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-26
Osaic Holdings, Inc.
N/A
Shares— from 838,089
Change-838,089 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 762,198
Change-762,198 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 415,599
Change-415,599 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 371,409
Change-371,409 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 323,488
Change-323,488 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 317,510
Change-317,510 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 217,172
Change-217,172 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 162,722
Change-162,722 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 161,516
Change-161,516 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 157,020
Change-157,020 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 137,977
Change-137,977 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 135,923
Change-135,923 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 107,759
Change-107,759 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 106,231
Change-106,231 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 105,010
Change-105,010 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 96,618
Change-96,618 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 78,991
Change-78,991 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 77,325
Change-77,325 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 69,927
Change-69,927 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 68,406
Change-68,406 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 64,431
Change-64,431 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 63,097
Change-63,097 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 59,216
Change-59,216 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 53,942
Change-53,942 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,080
Change-50,080 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 49,785
Change-49,785 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,520
Change-44,520 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 43,025
Change-43,025 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 42,855
Change-42,855 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,732
Change-37,732 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 36,452
Change-36,452 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,924
Change-33,924 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,072
Change-31,072 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 30,953
Change-30,953 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 30,175
Change-30,175 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 28,810
Change-28,810 (-100%)
Value—
&partners
N/A
Shares— from 28,694
Change-28,694 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,539
Change-27,539 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,955
Change-25,955 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 23,077
Change-23,077 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,492
Change-22,492 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 21,470
Change-21,470 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,782
Change-20,782 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,596
Change-18,596 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,806
Change-17,806 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 17,242
Change-17,242 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 15,557
Change-15,557 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 14,281
Change-14,281 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 13,756
Change-13,756 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 13,565
Change-13,565 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 12,906
Change-12,906 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 11,467
Change-11,467 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,278
Change-9,278 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Orgel Wealth Management, LLC
INCREASED8,832,2608,146,410+685,850+8%$182.9M$188.8M+$5.9M2026-10-14
LPL Financial LLC
INCREASED2,883,8132,630,748+253,065+10%$59.1M$61.6M+$2.6M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,379,2861,321,690+57,596+4%$29.7M$29.5M-$189.7K2026-11-02
Pearl Planning LLC
NEW340,940—+340,940——$7.3M—2026-10-13
Prentice Wealth Management LLC
INCREASED320,623247,048+73,575+30%$5.5M$6.9M+$1.3M2026-10-20
Trust Co
INCREASED312,781286,957+25,824+9%$6.4M$6.7M+$243.5K2026-10-09
Heritage Investment Group, Inc.
NEW240,775—+240,775——$5.1M—2026-11-03
Forte Asset Management LLC
INCREASED178,482178,446+36+0%$4.0M$3.8M-$191.1K2026-10-13
Crusonia Wealth Advisors LLC
NEW172,403—+172,403——$3.7M—2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED159,955195,227-35,272-18%$4.4M$3.4M-$964.0K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED144,744154,176-9,432-6%$3.5M$3.1M-$367.3K2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED138,057138,370-3130%$3.1M$3.0M-$155.4K2026-11-03
Joseph Group Capital Management
INCREASED114,86452,776+62,088+118%$1.2M$2.5M+$1.3M2026-11-04
Ellis Investment Partners, LLC
INCREASED106,40054,487+51,913+95%$1.2M$2.3M+$1.1M2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED98,89388,577+10,316+12%$2.0M$2.1M+$125.3K2026-10-14
DeLarme Wealth Management, Inc.
INCREASED96,95696,134+822+1%$2.2M$2.1M-$85.8K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED84,67041,342+43,328+105%$924.0K$1.8M+$880.3K2026-10-13
Legacy Advisory Services, LLC
DECREASED76,75880,200-3,442-4%$1.8M$1.6M-$159.8K2026-10-20
McAdam, LLC
NEW68,911—+68,911——$1.5M—2026-10-21
Truist Financial Corp
DECREASED67,795105,171-37,376-36%$2.4M$1.4M-$912.0K2026-10-30
MBA Advisors LLC
INCREASED53,32751,825+1,502+3%$1.2M$1.1M-$23.6K2026-10-29
Park Avenue Securities LLC
DECREASED44,42848,492-4,064-8%$1.1M$950.0K-$139.0K2026-10-26
Premier Path Wealth Partners, LLC
INCREASED43,65520,747+22,908+110%$465.8K$933.1K+$467.4K2026-10-16
Advisory Resource Group
INCREASED43,29632,370+10,926+34%$726.7K$925.5K+$198.8K2026-10-26
Legacy Edge Advisors, LLC
INCREASED41,69837,438+4,260+11%$840.5K$891.3K+$50.8K2026-11-06
Creative Planning
INCREASED36,17229,421+6,751+23%$660.5K$773.2K+$112.7K2026-11-02
Farther Finance Advisors, LLC
INCREASED36,0186,321+29,697+470%$141.9K$769.9K+$628.0K2026-10-08
Destiny Wealth Partners, LLC
INCREASED35,51727,780+7,737+28%$614.9K$775.0K+$160.1K2026-11-05
Marietta Wealth Management, LLC
UNCHANGED33,83733,83700%$759.6K$726.1K-$33.5K2026-10-22
Tortuga Wealth Management, Inc
INCREASED31,15631,092+64+0%$698.0K$666.1K-$31.9K2026-10-27
Perigon Wealth Management, LLC
INCREASED29,3299,329+20,000+214%$209.4K$626.9K+$417.5K2026-10-22
ShoreHaven Wealth Partners, LLC
DECREASED28,66033,794-5,134-15%$758.7K$612.6K-$146.0K2026-10-16
Weitzel Financial Services, Inc.
INCREASED28,50728,327+180+1%$634.4K$610.8K-$23.6K2026-10-16
Diversify Advisory Services, LLC
DECREASED28,02253,449-25,427-48%$1.2M$604.7K-$580.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED28,02253,449-25,427-48%$1.2M$604.7K-$580.8K2026-10-20
Kestra Advisory Services, LLC
DECREASED26,86228,876-2,014-7%$648.3K$574.2K-$74.1K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED26,48419,715+6,769+34%$442.6K$566.1K+$123.5K2026-10-26
Focused Alpha, LLC
DECREASED25,91226,709-797-3%$599.6K$553.9K-$45.8K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED24,31819,875+4,443+22%$446.2K$519.8K+$73.6K2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED23,72023,72000%$532.5K$507.0K-$25.5K2026-10-29
GSG Advisors LLC
NEW22,012—+22,012——$470.5K—2026-11-03
Objective Capital Management, LLC
DECREASED21,89641,796-19,900-48%$938.3K$468.0K-$470.3K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED21,54821,496+52+0%$482.6K$460.6K-$22.0K2026-10-22
Sowell Financial Services LLC
INCREASED20,90020,876+24+0%$468.7K$446.7K-$21.9K2026-10-23
Earned Wealth Advisors, LLC
NEW20,766—+20,766——$443.9K—2026-11-06
Signaturefd, LLC
INCREASED20,48213,400+7,082+53%$300.8K$437.8K+$137.0K2026-10-23
Hunter Associates Investment Management LLC
NEW20,164—+20,164——$431.0K—2026-10-26
Serenity Investment Advisors
UNCHANGED19,99519,99500%$442.4K$427.4K-$15.0K2026-10-30
Veracity Capital LLC
UNCHANGED19,80119,80100%$444.5K$423.2K-$21.3K2026-10-08
Apollon Wealth Management, LLC
DECREASED19,63325,233-5,600-22%$566.5K$419.7K-$146.8K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED18,83521,951-3,116-14%$492.8K$402.6K-$90.2K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED18,72916,864+1,865+11%$378.6K$400.3K+$21.7K2026-11-04
ARQ Wealth Advisors, LLC
INCREASED18,25016,000+2,250+14%$355.4K$390.1K+$34.7K2026-10-29
Alterna Wealth Management, Inc
INCREASED16,44214,166+2,276+16%$318.0K$351.4K+$33.4K2026-10-27
IFP Advisors, Inc
INCREASED15,8868,092+7,794+96%$181.7K$339.6K+$157.9K2026-10-16
Parallel Advisors, LLC
INCREASED15,67414,001+1,673+12%$314.3K$335.0K+$20.7K2026-11-03
Capital Asset Advisory Services LLC
INCREASED14,89514,691+204+1%$329.8K$324.0K-$5.8K2026-10-30
Indivisible Partners
DECREASED14,88144,111-29,230-66%$990.3K$318.1K-$672.2K2026-10-26
Presilium Private Wealth, LLC
NEW13,832—+13,832——$295.7K—2026-10-26
WealthCare Investment Partners, LLC
INCREASED12,07510,687+1,388+13%$239.9K$258.1K+$18.2K2026-11-05
Laurel OAK Wealth Management, LLC
NEW11,592—+11,592——$247.8K—2026-10-19
M Wealth Management, LLC
UNCHANGED11,20011,20000%$251.4K$239.4K-$12.0K2026-10-14
StoneX Group Inc.
NEW11,078—+11,078——$242.4K—2026-11-03
Prospera Financial Services Inc
NEW10,201—+10,201——$223.6K—2026-11-04
Flagstar Securities, Inc
NEW9,565—+9,565——$204.5K—2026-10-15
Wealthcare Advisory Partners LLC
DECREASED9,51812,081-2,563-21%$271.2K$203.4K-$67.8K2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED8,8698,86900%$199.1K$189.6K-$9.5K2026-11-03
Creative Financial Designs Inc
NEW7,749—+7,749——$165.6K—2026-11-04
Private Trust Co NA
UNCHANGED7,4847,48400%$168.0K$160.0K-$8.0K2026-10-20
Kings Path Partners LLC
UNCHANGED6,9496,94900%$156.0K$148.5K-$7.5K2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED5,0005,00000%$112.3K$106.9K-$5.4K2026-10-20
Fifth Third Bancorp
UNCHANGED3,8983,89800%$87.5K$83.3K-$4.2K2026-11-05
GGM Financial LLC
UNCHANGED3,4203,42000%$76.8K$73.1K-$3.7K2026-11-05
Tsfg, LLC
UNCHANGED2,7502,75000%$62.0K$59.0K-$3.0K2026-10-23
Signature Equity Partners, LLC
INCREASED2,5702,562+8+0%$57.5K$54.9K-$2.6K2026-10-29
Financial Perspectives, Inc
NEW2,263—+2,263——$48.4K—2026-11-03
Allworth Financial LP
UNCHANGED2,0512,05100%$46.1K$46.1K$02026-11-06
Oakworth Capital, Inc.
NEW1,875—+1,875——$40.1K—2026-10-26
PNC Financial Services Group, Inc.
NEW1,797—+1,797——$38.4K—2026-11-06
Spire Wealth Management
INCREASED1,422833+589+71%$18.7K$30.4K+$11.7K2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED60060000%$13.5K$12.8K-$6452026-10-20
Hazlett, Burt & Watson, Inc.
NEW500—+500——$11—2026-11-04
Golden State Wealth Management, LLC
INCREASED218102+116+114%$2.3K$4.7K+$2.4K2026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED14014000%$3.1K$3.0K-$1502026-10-20
Trust Co of Vermont
NEW24—+24——$513—2026-10-21
Aspen Wealth Management LLC
CLOSED075,007-75,007-100%$1.7M$0-$1.7M2026-10-14
RFG Advisory, LLC
CLOSED025,799-25,799-100%$579.2K$0-$579.2K2026-11-03
Horizon Wealth Management, LLC
CLOSED020,184-20,184-100%$453.1K$0-$453.1K2026-11-02
Axxcess Wealth Management, LLC
CLOSED014,691-14,691-100%$329.8K$0-$329.8K2026-10-21
Triad Wealth Partners, LLC
CLOSED09,668-9,668-100%$213.3K$0-$213.3K2026-10-26
Osaic Holdings, Inc.
N/A—838,089-838,089-100%$18.8M———
Envestnet Asset Management Inc
N/A—762,198-762,198-100%$17.1M———
JPMorgan Chase & Co
N/A—415,599-415,599-100%$9.3M———
HighTower Advisors, LLC
N/A—371,409-371,409-100%$8.3M———
Quotient Wealth Partners, LLC
N/A—323,488-323,488-100%$7.3M———
Dynasty Wealth Management, LLC
N/A—317,510-317,510-100%$7.1M———
MML Investors Services, LLC
N/A—217,172-217,172-100%$4.9M———
Evergreen Wealth Partners LLC
N/A—162,722-162,722-100%$3.7M———
Rialto Wealth Management, LLC
N/A—161,516-161,516-100%$3.6M———
IHT Wealth Management, LLC
N/A—157,020-157,020-100%$3.5M———
Capital Analysts, LLC
N/A—137,977-137,977-100%$3.1M———
Vertex Planning Partners, LLC
N/A—135,923-135,923-100%$3.1M———
Cetera Investment Advisers
N/A—107,759-107,759-100%$2.4M———
FourThought Financial Partners, LLC
N/A—106,231-106,231-100%$2.4M———
Janney Montgomery Scott LLC
N/A—105,010-105,010-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—96,618-96,618-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—78,991-78,991-100%$1.8M———
Private Advisor Group, LLC
N/A—77,325-77,325-100%$1.7M———
WCG Wealth Advisors LLC
N/A—69,927-69,927-100%$1.6M———
Keebeck Wealth Management
N/A—68,406-68,406-100%$1.5M———
SK Wealth Management, LLC
N/A—64,431-64,431-100%$1.4M———
Elequin Capital, LP
N/A—63,097-63,097-100%$1.4M———
Cofg Advisors, LLC
N/A—59,216-59,216-100%$1.3M———
Vestmark Advisory Solutions, Inc.
N/A—53,942-53,942-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—50,080-50,080-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—49,785-49,785-100%$1.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—45,000-45,000-100%$1.0M———
World Investment Advisors
N/A—44,520-44,520-100%$999.5K———
Tolleson Wealth Management, Inc.
N/A—43,025-43,025-100%$965.9K———
Financial Engines Advisors L.L.C.
N/A—42,855-42,855-100%$962.1K———
NewEdge Advisors, LLC
N/A—37,732-37,732-100%$847.1K———
Beacon Pointe Advisors, LLC
N/A—36,452-36,452-100%$818.4K———
Orion Porfolio Solutions, LLC
N/A—33,924-33,924-100%$761.6K———
Jane Street Group, LLC
N/A—31,072-31,072-100%$697.6K———
Beto Financial Group, LLC
N/A—30,953-30,953-100%$689.3K———
Per Stirling Capital Management, Llc.
N/A—30,175-30,175-100%$677.4K———
Beta Wealth Group, Inc.
N/A—28,810-28,810-100%$646.8K———
&partners
N/A—28,694-28,694-100%$644.2K———
Old Mission Capital LLC
N/A—27,539-27,539-100%$618.3K———
Summit Financial, LLC
N/A—25,955-25,955-100%$582.7K———
Retirement Planning Group, LLC / NY
N/A—23,077-23,077-100%$518.1K———
Sovereign Financial Group, Inc.
N/A—22,492-22,492-100%$504.9K———
Private Wealth Asset Management, LLC
N/A—21,470-21,470-100%$482.0K———
Ameritas Advisory Services, LLC
N/A—20,782-20,782-100%$466.6K———
Advyzon Investment Management, LLC
N/A—18,596-18,596-100%$417.5K———
Tower Research Capital LLC (TRC)
N/A—17,806-17,806-100%$399.7K———
Bedel Financial Consulting, Inc.
N/A—17,242-17,242-100%$387.1K———
HRT Financial LP
N/A—16,537-16,537-100%$371.0K———
Equitable Holdings, Inc.
N/A—15,859-15,859-100%$356.0K———
Perspective Wealth Advisors LLC
N/A—15,557-15,557-100%$349.3K———
Camarda Financial Advisors, LLC
N/A—15,162-15,162-100%$340.4K———
Advisory Services Network, LLC
N/A—14,691-14,691-100%$329.8K———
Brookwood Investment Group LLC
N/A—14,281-14,281-100%$320.6K———
Principal Securities, Inc.
N/A—14,113-14,113-100%$316.8K———
Arrowroot Family Office, LLC
N/A—14,085-14,085-100%$316.2K———
Integrated Wealth Concepts LLC
N/A—13,787-13,787-100%$309.5K———
Vawter Financial, Ltd.
N/A—13,756-13,756-100%$308.8K———
Castle Wealth Management LLC
N/A—13,565-13,565-100%$304.5K———
Harbour Investments, Inc.
N/A—13,485-13,485-100%$302.7K———
Vision Retirement, LLC
N/A—12,906-12,906-100%$289.7K———
Fiduciary Financial Advisors
N/A—12,313-12,313-100%$276.4K———
Alpha Financial Partners LLC
N/A—11,467-11,467-100%$257.4K———
NewEdge Wealth, LLC
N/A—11,180-11,180-100%$251.0K———
Cary Street Partners Financial LLC
N/A—10,070-10,070-100%$226.1K———
Diversified Trust Co
N/A—10,000-10,000-100%$224.5K———
Mutual Advisors, LLC
N/A—9,973-9,973-100%$223.9K———
Dorsey & Whitney Trust Co LLC
N/A—9,278-9,278-100%$208.3K———
Ameriflex Group, Inc.
N/A—8,631-8,631-100%$193.8K———
N.E.W. Advisory Services LLC
N/A—6,784-6,784-100%$152.3K———
AE Wealth Management LLC
N/A—4,075-4,075-100%$91.5K———
Jones Financial Companies Lllp
N/A—3,455-3,455-100%$77.5K———
BlackRock, Inc.
N/A—2,769-2,769-100%$62.2K———
Steward Partners Investment Advisory, LLC
N/A—2,451-2,451-100%$55.0K———
UBS Asset Management Americas LLC
N/A—1,050-1,050-100%$23.6K———
Aptus Capital Advisors, LLC
N/A—313-313-100%$7.0K———
Imprint Wealth LLC
N/A—40-40-100%$898———
Morgan Stanley
N/A—1-1-100%$33———
Wells Fargo & Company
N/A—00—$7———
Showing 168 of 168 institutions