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Ishares AAA CLO ACT ETF-Usdi (CLOA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Inspirion Wealth Advisors, LLC
INCREASED
Shares712,776 from 662,318
Change+50,458 (+8%)
Value$37.0M (+$2.7M)
Filed 2026-10-09
CenturyLink Investment Management Co
UNCHANGED
Shares511,600 from 511,600
Change0 (0%)
Value$26.5M (-$14.2K)
Filed 2026-10-16
Ferguson Shapiro LLC
INCREASED
Shares311,234 from 271,637
Change+39,597 (+15%)
Value$16.1M (+$2.0M)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares252,973 from 206,653
Change+46,320 (+22%)
Value$13.1M (+$2.4M)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares233,289 from 242,828
Change-9,539 (-4%)
Value$12.1M (-$501.7K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares224,541 from 276,254
Change-51,713 (-19%)
Value$11.6M (-$2.7M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares216,182 from 209,865
Change+6,317 (+3%)
Value$11.2M (+$321.9K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
NEW
Shares207,135
Change+207,135
Value$10.7M
Filed 2026-10-30
Cannon Capital Management, Inc.
INCREASED
Shares203,448 from 186,813
Change+16,635 (+9%)
Value$10.6M (+$857.9K)
Filed 2026-11-03
E6 Portfolios, LLC
INCREASED
Shares190,162 from 156,798
Change+33,364 (+21%)
Value$9.9M (+$1.7M)
Filed 2026-10-26
Client First Capital LLC
INCREASED
Shares180,403 from 137,395
Change+43,008 (+31%)
Value$9.4M (+$2.2M)
Filed 2026-10-22
Courier Capital LLC
INCREASED
Shares159,518 from 151,798
Change+7,720 (+5%)
Value$8.3M (+$396.3K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares153,502 from 144,074
Change+9,428 (+7%)
Value$8.0M (+$485.1K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares147,881 from 125,500
Change+22,381 (+18%)
Value$7.7M (+$1.2M)
Filed 2026-10-16
Bulwark Capital Corp
INCREASED
Shares132,666 from 98,567
Change+34,099 (+35%)
Value$6.9M (+$1.8M)
Filed 2026-10-13
August Group Capital Ltd
DECREASED
Shares107,237 from 241,765
Change-134,528 (-56%)
Value$5.6M (-$7.0M)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares101,590 from 99,097
Change+2,493 (+3%)
Value$5.3M (+$135.6K)
Filed 2026-11-04
ATX Financial Planning, LLC
DECREASED
Shares95,518 from 115,525
Change-20,007 (-17%)
Value$5.0M (-$1.0M)
Filed 2026-10-14
Diversify Advisory Services, LLC
DECREASED
Shares92,608 from 116,615
Change-24,007 (-21%)
Value$4.8M (-$1.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares92,608 from 116,615
Change-24,007 (-21%)
Value$4.8M (-$1.3M)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares86,752 from 38,337
Change+48,415 (+126%)
Value$4.5M (+$2.5M)
Filed 2026-10-22
Childress Capital Advisors, LLC
NEW
Shares83,900
Change+83,900
Value$4.4M
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares82,526 from 72,476
Change+10,050 (+14%)
Value$4.3M (+$520.0K)
Filed 2026-10-26
Rockport Wealth LLC
INCREASED
Shares73,319 from 72,375
Change+944 (+1%)
Value$3.8M (+$46.9K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares72,401 from 69,133
Change+3,268 (+5%)
Value$3.8M (+$167.6K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares69,122 from 65,841
Change+3,281 (+5%)
Value$3.6M (+$176.3K)
Filed 2026-10-26
Base Wealth Management LLC
NEW
Shares63,600
Change+63,600
Value$3.3M
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares59,731 from 59,604
Change+127 (+0%)
Value$3.1M (+$5.0K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares56,779 from 36,852
Change+19,927 (+54%)
Value$2.9M (+$1.0M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares56,437 from 54,667
Change+1,770 (+3%)
Value$2.9M (+$90.3K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares55,390 from 47,737
Change+7,653 (+16%)
Value$2.9M (+$395.7K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares51,692 from 50,502
Change+1,190 (+2%)
Value$2.7M (+$60.3K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares48,451 from 29,154
Change+19,297 (+66%)
Value$2.5M (+$1.0M)
Filed 2026-10-16
Basso Capital Management, L.P.
INCREASED
Shares48,270 from 41,745
Change+6,525 (+16%)
Value$2.5M (+$337.4K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,115 from 41,159
Change+6,956 (+17%)
Value$2.5M (+$359.0K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares43,063
Change+43,063
Value$2.2M
Filed 2026-10-27
Kurv Investment Management LLC
INCREASED
Shares39,710 from 11,552
Change+28,158 (+244%)
Value$2.1M (+$1.5M)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares39,053 from 30,956
Change+8,097 (+26%)
Value$2.0M (+$419.2K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares37,555 from 24,496
Change+13,059 (+53%)
Value$1.9M (+$676.8K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares34,973 from 17,459
Change+17,514 (+100%)
Value$1.8M (+$908.2K)
Filed 2026-10-22
Ehrlich Financial Group
DECREASED
Shares33,778 from 33,919
Change-141 (0%)
Value$1.8M (-$8.3K)
Filed 2026-10-20
Cox Capital Mgt LLC
INCREASED
Shares33,612 from 32,178
Change+1,434 (+4%)
Value$1.7M (+$73.5K)
Filed 2026-10-07
Silverlake Wealth Management LLC
INCREASED
Shares32,910 from 31,633
Change+1,277 (+4%)
Value$1.7M (+$65.4K)
Filed 2026-10-21
Mainsail Asset Management, LLC
INCREASED
Shares31,347 from 29,666
Change+1,681 (+6%)
Value$1.6M (+$83.9K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
INCREASED
Shares29,704 from 29,369
Change+335 (+1%)
Value$1.5M (+$16.5K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
INCREASED
Shares27,148 from 24,780
Change+2,368 (+10%)
Value$1.4M (+$123.4K)
Filed 2026-10-09
Citizens Financial Group Inc
INCREASED
Shares24,698 from 10,078
Change+14,620 (+145%)
Value$1.3M (+$758.3K)
Filed 2026-10-23
Graham Capital Wealth Management, LLC
INCREASED
Shares24,691 from 18,961
Change+5,730 (+30%)
Value$1.3M (+$296.8K)
Filed 2026-10-26
Vise Technologies, Inc.
NEW
Shares23,904
Change+23,904
Value$1.2M
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares23,756 from 11,372
Change+12,384 (+109%)
Value$1.2M (+$642.2K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,025 from 19,085
Change+3,940 (+21%)
Value$1.2M (+$203.6K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares22,657 from 26,992
Change-4,335 (-16%)
Value$1.2M (-$225.7K)
Filed 2026-10-28
Wespac Advisors, LLC
INCREASED
Shares22,435 from 22,318
Change+117 (+1%)
Value$1.2M (+$5.4K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares21,736 from 25,029
Change-3,293 (-13%)
Value$1.1M (-$171.5K)
Filed 2026-10-14
Focused Alpha, LLC
INCREASED
Shares21,731 from 19,395
Change+2,336 (+12%)
Value$1.1M (+$120.7K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares21,683 from 12,349
Change+9,334 (+76%)
Value$1.1M (+$483.9K)
Filed 2026-10-22
Optivise Advisory Services LLC
INCREASED
Shares21,051 from 19,867
Change+1,184 (+6%)
Value$1.1M (+$60.8K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares20,100 from 18,600
Change+1,500 (+8%)
Value$1.0M (+$77.3K)
Filed 2026-10-07
WT Wealth Management
NEW
Shares19,625
Change+19,625
Value$1.0M
Filed 2026-10-13
Balentine LLC
NEW
Shares18,781
Change+18,781
Value$974.4K
Filed 2026-11-03
True North Advisors, LLC
NEW
Shares18,712
Change+18,712
Value$970.8K
Filed 2026-10-22
Old Mission Investment Co LLC
NEW
Shares18,710
Change+18,710
Value$970.7K
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares18,406 from 10,556
Change+7,850 (+74%)
Value$954.9K (+$407.0K)
Filed 2026-10-08
LFG Wealth Partners, LLC
INCREASED
Shares18,230 from 9,868
Change+8,362 (+85%)
Value$945.8K (+$433.6K)
Filed 2026-10-28
Veltria Advisors Corp.
UNCHANGED
Shares17,852 from 17,852
Change0 (0%)
Value$926.2K (-$496)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares16,160 from 37,881
Change-21,721 (-57%)
Value$838.4K (-$1.1M)
Filed 2026-10-23
RFG Advisory, LLC
NEW
Shares14,292
Change+14,292
Value$741.5K
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,095 from 11,600
Change+2,495 (+22%)
Value$731.3K (+$129.1K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares13,468 from 14,205
Change-737 (-5%)
Value$698.7K (-$38.6K)
Filed 2026-10-26
Guidance Point Advisors, LLC
INCREASED
Shares13,278 from 13,163
Change+115 (+1%)
Value$689.3K (+$5.5K)
Filed 2026-10-15
Eagle Global Advisors LLC
INCREASED
Shares12,530 from 11,225
Change+1,305 (+12%)
Value$650.1K (+$67.4K)
Filed 2026-11-02
Two West Capital Advisors LLC
DECREASED
Shares11,362 from 13,857
Change-2,495 (-18%)
Value$590.2K (-$128.6K)
Filed 2026-10-15
Avantra Family Wealth, Inc.
DECREASED
Shares11,248 from 14,134
Change-2,886 (-20%)
Value$583.6K (-$150.1K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares10,877 from 6,207
Change+4,670 (+75%)
Value$564.3K (+$242.1K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares10,107 from 10,407
Change-300 (-3%)
Value$524.4K (-$15.9K)
Filed 2026-10-21
Northbridge Financial Group, LLC
INCREASED
Shares10,083 from 8,960
Change+1,123 (+13%)
Value$521.9K (+$56.8K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$518.8K (-$328)
Filed 2026-10-19
Union Bancaire Privee, UBP SA
UNCHANGED
Shares9,615 from 9,615
Change0 (0%)
Value$499.5K (+$144)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
INCREASED
Shares9,573 from 9,535
Change+38 (+0%)
Value$496.7K (+$1.7K)
Filed 2026-10-26
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares9,446 from 7,291
Change+2,155 (+30%)
Value$490.1K (+$111.6K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares7,994 from 10,896
Change-2,902 (-27%)
Value$414.7K (-$150.9K)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED
Shares7,758 from 5,984
Change+1,774 (+30%)
Value$402.5K (+$91.9K)
Filed 2026-11-05
Paragon Advisors, LLC
NEW
Shares7,711
Change+7,711
Value$400.1K
Filed 2026-11-03
SigFig Wealth Management, LLC
DECREASED
Shares7,457 from 8,376
Change-919 (-11%)
Value$386.9K (-$48.1K)
Filed 2026-10-07
Reicon Wealth Advisors, LLC
INCREASED
Shares7,112 from 2,779
Change+4,333 (+156%)
Value$369.0K (+$224.7K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares6,555 from 5,169
Change+1,386 (+27%)
Value$340.4K (+$71.8K)
Filed 2026-11-03
BIP Wealth, LLC
NEW
Shares6,488
Change+6,488
Value$336.6K
Filed 2026-10-22
Sagespring Wealth Partners, LLC
INCREASED
Shares6,259 from 6,223
Change+36 (+1%)
Value$324.7K (+$1.7K)
Filed 2026-10-22
Liberty Atlantic Advisors LLC
DECREASED
Shares5,845 from 5,990
Change-145 (-2%)
Value$303.2K (-$7.7K)
Filed 2026-10-14
Skyline Advisors, Inc.
DECREASED
Shares5,699 from 7,120
Change-1,421 (-20%)
Value$295.7K (-$73.9K)
Filed 2026-11-03
Lockerman Financial Group, Inc.
INCREASED
Shares5,305 from 5,157
Change+148 (+3%)
Value$275.2K (+$7.5K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
NEW
Shares5,202
Change+5,202
Value$269.9K
Filed 2026-11-02
Visionary Horizons, LLC
INCREASED
Shares5,157 from 4,495
Change+662 (+15%)
Value$267.6K (+$34.3K)
Filed 2026-10-22
Asset One Wealth Management LLC
NEW
Shares4,778
Change+4,778
Value$247.9K
Filed 2026-11-02
Tempo Wealth, LLC
NEW
Shares4,767
Change+4,767
Value$247.3K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares4,767
Change+4,767
Value$247.3K
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares4,672 from 4,178
Change+494 (+12%)
Value$242.4K (+$25.5K)
Filed 2026-11-02
Elm3 Financial Group, LLC
INCREASED
Shares4,649 from 4,449
Change+200 (+5%)
Value$241.2K (+$10.3K)
Filed 2026-10-07
Advisor Resource Council
NEW
Shares4,548
Change+4,548
Value$235.5K
Filed 2026-11-05
Bison Wealth, LLC
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$232.6K (+$180)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares3,980 from 7,547
Change-3,567 (-47%)
Value$206.5K (-$185.3K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares3,951 from 11,854
Change-7,903 (-67%)
Value$205.0K (-$410.4K)
Filed 2026-10-16
Town Capital LLC
NEW
Shares3,914
Change+3,914
Value$203.1K
Filed 2026-11-03
Kelleher Financial Advisors
INCREASED
Shares2,943 from 2,369
Change+574 (+24%)
Value$152.7K (+$29.7K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares2,927
Change+2,927
Value$151.9K
Filed 2026-10-27
Markowski Investments
DECREASED
Shares2,350 from 3,850
Change-1,500 (-39%)
Value$121.9K (-$77.9K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,259 from 2,259
Change0 (0%)
Value$117.2K (-$63)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$103.8K (-$56)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares1,809 from 1,922
Change-113 (-6%)
Value$93.9K (-$5.9K)
Filed 2026-10-20
Richardson Capital Management LLC
NEW
Shares1,544
Change+1,544
Value$80.1K
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares1,494 from 892
Change+602 (+67%)
Value$77.5K (+$31.2K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$68.0K (-$36)
Filed 2026-10-21
Heritage Family Offices, LLP
DECREASED
Shares1,118 from 4,562
Change-3,444 (-75%)
Value$58.0K (-$178.8K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares1,000
Change+1,000
Value$51.9K
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares856 from 490
Change+366 (+75%)
Value$44.4K (+$19.0K)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$38.0K (-$20)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$29.2K (-$15)
Filed 2026-10-14
Nvwm, LLC
NEW
Shares399
Change+399
Value$20.7K
Filed 2026-10-14
West Branch Capital LLC
NEW
Shares398
Change+398
Value$20.7K
Filed 2026-10-20
Ascentis Independent Advisors
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$15.0K (-$8)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares286 from 283
Change+3 (+1%)
Value$14.9K (+$168)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares263 from 227
Change+36 (+16%)
Value$13.6K (+$1.9K)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares211 from 254
Change-43 (-17%)
Value$10.9K (-$2.2K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares185 from 188
Change-3 (-2%)
Value$9.6K (-$161)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares118 from 199
Change-81 (-41%)
Value$6.1K (-$4.2K)
Filed 2026-11-03
NBH Bank
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$5.0K (-$2)
Filed 2026-11-05
Networth Advisors, LLC
NEW
Shares84
Change+84
Value$4.4K
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.5K (-$2)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares39 from 38
Change+1 (+3%)
Value$2.0K (+$50)
Filed 2026-11-05
United Financial Planning Group LLC
NEW
Shares17
Change+17
Value$882
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$674 (-$1)
Filed 2026-11-03
Citigroup Inc
CLOSED
Shares0 from 200,008
Change-200,008 (-100%)
Value$0 (-$10.4M)
Filed 2026-11-04
Constellation Investments, Inc.
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,562
Change-4,562 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-27
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,311
Change-1,311 (-100%)
Value$0 (-$68.1K)
Filed 2026-11-02
Axiom Investment Management LLC
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$31.6K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-16
Atwood & Palmer Inc
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-08
Highline Wealth Partners LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-19
CoreCap Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$467)
Filed 2026-10-08
Jupiter Topco LLC
N/A
Shares— from 3,029,436
Change-3,029,436 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,360,268
Change-2,360,268 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,017,944
Change-2,017,944 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,968,129
Change-1,968,129 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,099,924
Change-1,099,924 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 967,249
Change-967,249 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 648,045
Change-648,045 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 587,131
Change-587,131 (-100%)
Value—
Betterment LLC
N/A
Shares— from 585,958
Change-585,958 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 548,355
Change-548,355 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 475,109
Change-475,109 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 443,792
Change-443,792 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 366,312
Change-366,312 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 342,704
Change-342,704 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 300,843
Change-300,843 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 297,691
Change-297,691 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 283,645
Change-283,645 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 242,478
Change-242,478 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 237,338
Change-237,338 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 226,661
Change-226,661 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 222,048
Change-222,048 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 208,208
Change-208,208 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 206,054
Change-206,054 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 193,823
Change-193,823 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 180,919
Change-180,919 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 178,199
Change-178,199 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 164,802
Change-164,802 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 163,521
Change-163,521 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 146,087
Change-146,087 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 145,585
Change-145,585 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 138,520
Change-138,520 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 128,098
Change-128,098 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 123,196
Change-123,196 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 118,626
Change-118,626 (-100%)
Value—
UBS Group AG
N/A
Shares— from 115,165
Change-115,165 (-100%)
Value—
Allstate Corp
N/A
Shares— from 110,660
Change-110,660 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 108,902
Change-108,902 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 108,759
Change-108,759 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 98,000
Change-98,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 92,963
Change-92,963 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 87,429
Change-87,429 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 86,666
Change-86,666 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 85,857
Change-85,857 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 78,490
Change-78,490 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 78,033
Change-78,033 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,501
Change-75,501 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 74,935
Change-74,935 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 74,487
Change-74,487 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 65,909
Change-65,909 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 60,882
Change-60,882 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 53,024
Change-53,024 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 50,787
Change-50,787 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 48,459
Change-48,459 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 44,728
Change-44,728 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 44,422
Change-44,422 (-100%)
Value—
Toews Corp
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Nwam LLC
N/A
Shares— from 37,958
Change-37,958 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 36,559
Change-36,559 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 35,113
Change-35,113 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,792
Change-30,792 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 29,066
Change-29,066 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,949
Change-28,949 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 27,445
Change-27,445 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,125
Change-27,125 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 25,218
Change-25,218 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 25,090
Change-25,090 (-100%)
Value—
Invst, LLC
N/A
Shares— from 24,553
Change-24,553 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,448
Change-24,448 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,833
Change-19,833 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,753
Change-18,753 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,685
Change-17,685 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,039
Change-17,039 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 15,777
Change-15,777 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 15,236
Change-15,236 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,709
Change-10,709 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,672
Change-10,672 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,928
Change-9,928 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,863
Change-8,863 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
EFG International AG
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,641
Change-5,641 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 395
Change-395 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 201
Change-201 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 180
Change-180 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 172
Change-172 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 110
Change-110 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 71
Change-71 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Inspirion Wealth Advisors, LLC
INCREASED712,776662,318+50,458+8%$34.3M$37.0M+$2.7M2026-10-09
CenturyLink Investment Management Co
UNCHANGED511,600511,60000%$26.6M$26.5M-$14.2K2026-10-16
Ferguson Shapiro LLC
INCREASED311,234271,637+39,597+15%$14.1M$16.1M+$2.0M2026-10-16
BAR Harbor Wealth Management
INCREASED252,973206,653+46,320+22%$10.7M$13.1M+$2.4M2026-10-21
Assetmark, Inc
DECREASED233,289242,828-9,539-4%$12.6M$12.1M-$501.7K2026-10-21
Commonwealth Equity Services, LLC
DECREASED224,541276,254-51,713-19%$14.3M$11.6M-$2.7M2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED216,182209,865+6,317+3%$10.9M$11.2M+$321.9K2026-10-20
Capital Investment Advisory Services, LLC
NEW207,135—+207,135——$10.7M—2026-10-30
Cannon Capital Management, Inc.
INCREASED203,448186,813+16,635+9%$9.7M$10.6M+$857.9K2026-11-03
E6 Portfolios, LLC
INCREASED190,162156,798+33,364+21%$8.1M$9.9M+$1.7M2026-10-26
Client First Capital LLC
INCREASED180,403137,395+43,008+31%$7.1M$9.4M+$2.2M2026-10-22
Courier Capital LLC
INCREASED159,518151,798+7,720+5%$7.9M$8.3M+$396.3K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED153,502144,074+9,428+7%$7.5M$8.0M+$485.1K2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED147,881125,500+22,381+18%$6.5M$7.7M+$1.2M2026-10-16
Bulwark Capital Corp
INCREASED132,66698,567+34,099+35%$5.1M$6.9M+$1.8M2026-10-13
August Group Capital Ltd
DECREASED107,237241,765-134,528-56%$12.6M$5.6M-$7.0M2026-10-14
Prospera Financial Services Inc
INCREASED101,59099,097+2,493+3%$5.1M$5.3M+$135.6K2026-11-04
ATX Financial Planning, LLC
DECREASED95,518115,525-20,007-17%$6.0M$5.0M-$1.0M2026-10-14
Diversify Advisory Services, LLC
DECREASED92,608116,615-24,007-21%$6.1M$4.8M-$1.3M2026-10-20
Diversify Wealth Management, LLC
DECREASED92,608116,615-24,007-21%$6.1M$4.8M-$1.3M2026-10-20
Brookstone Capital Management
INCREASED86,75238,337+48,415+126%$2.0M$4.5M+$2.5M2026-10-22
Childress Capital Advisors, LLC
NEW83,900—+83,900——$4.4M—2026-10-28
Park Avenue Securities LLC
INCREASED82,52672,476+10,050+14%$3.8M$4.3M+$520.0K2026-10-26
Rockport Wealth LLC
INCREASED73,31972,375+944+1%$3.8M$3.8M+$46.9K2026-11-03
JB Capital LLC
INCREASED72,40169,133+3,268+5%$3.6M$3.8M+$167.6K2026-10-19
Triad Wealth Partners, LLC
INCREASED69,12265,841+3,281+5%$3.4M$3.6M+$176.3K2026-10-26
Base Wealth Management LLC
NEW63,600—+63,600——$3.3M—2026-10-21
Lido Advisors, LLC
INCREASED59,73159,604+127+0%$3.1M$3.1M+$5.0K2026-11-04
Sovran Advisors, LLC
INCREASED56,77936,852+19,927+54%$1.9M$2.9M+$1.0M2026-11-02
HUB Investment Partners, LLC
INCREASED56,43754,667+1,770+3%$2.8M$2.9M+$90.3K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED55,39047,737+7,653+16%$2.5M$2.9M+$395.7K2026-10-14
Truist Financial Corp
INCREASED51,69250,502+1,190+2%$2.6M$2.7M+$60.3K2026-10-30
IFP Advisors, Inc
INCREASED48,45129,154+19,297+66%$1.5M$2.5M+$1.0M2026-10-16
Basso Capital Management, L.P.
INCREASED48,27041,745+6,525+16%$2.2M$2.5M+$337.4K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED48,11541,159+6,956+17%$2.1M$2.5M+$359.0K2026-11-02
Chicago Partners Investment Group LLC
NEW43,063—+43,063——$2.2M—2026-10-27
Kurv Investment Management LLC
INCREASED39,71011,552+28,158+244%$599.7K$2.1M+$1.5M2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED39,05330,956+8,097+26%$1.6M$2.0M+$419.2K2026-10-28
Sigma Planning Corp
INCREASED37,55524,496+13,059+53%$1.3M$1.9M+$676.8K2026-10-23
Perigon Wealth Management, LLC
INCREASED34,97317,459+17,514+100%$906.3K$1.8M+$908.2K2026-10-22
Ehrlich Financial Group
DECREASED33,77833,919-1410%$1.8M$1.8M-$8.3K2026-10-20
Cox Capital Mgt LLC
INCREASED33,61232,178+1,434+4%$1.7M$1.7M+$73.5K2026-10-07
Silverlake Wealth Management LLC
INCREASED32,91031,633+1,277+4%$1.6M$1.7M+$65.4K2026-10-21
Mainsail Asset Management, LLC
INCREASED31,34729,666+1,681+6%$1.5M$1.6M+$83.9K2026-10-14
Centennial Wealth Advisory LLC
INCREASED29,70429,369+335+1%$1.5M$1.5M+$16.5K2026-10-16
Castle Rock Wealth Management, LLC
INCREASED27,14824,780+2,368+10%$1.3M$1.4M+$123.4K2026-10-09
Citizens Financial Group Inc
INCREASED24,69810,078+14,620+145%$523.1K$1.3M+$758.3K2026-10-23
Graham Capital Wealth Management, LLC
INCREASED24,69118,961+5,730+30%$984.2K$1.3M+$296.8K2026-10-26
Vise Technologies, Inc.
NEW23,904—+23,904——$1.2M—2026-10-29
Breakwater Capital Group
INCREASED23,75611,372+12,384+109%$590.3K$1.2M+$642.2K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED23,02519,085+3,940+21%$988.8K$1.2M+$203.6K2026-10-13
Parsons Capital Management Inc
DECREASED22,65726,992-4,335-16%$1.4M$1.2M-$225.7K2026-10-28
Wespac Advisors, LLC
INCREASED22,43522,318+117+1%$1.2M$1.2M+$5.4K2026-10-26
Triumph Capital Management
DECREASED21,73625,029-3,293-13%$1.3M$1.1M-$171.5K2026-10-14
Focused Alpha, LLC
INCREASED21,73119,395+2,336+12%$1.0M$1.1M+$120.7K2026-10-20
Embree Financial Group
INCREASED21,68312,349+9,334+76%$641.0K$1.1M+$483.9K2026-10-22
Optivise Advisory Services LLC
INCREASED21,05119,867+1,184+6%$1.0M$1.1M+$60.8K2026-10-19
Weaver Consulting Group
INCREASED20,10018,600+1,500+8%$965.5K$1.0M+$77.3K2026-10-07
WT Wealth Management
NEW19,625—+19,625——$1.0M—2026-10-13
Balentine LLC
NEW18,781—+18,781——$974.4K—2026-11-03
True North Advisors, LLC
NEW18,712—+18,712——$970.8K—2026-10-22
Old Mission Investment Co LLC
NEW18,710—+18,710——$970.7K—2026-10-22
Farther Finance Advisors, LLC
INCREASED18,40610,556+7,850+74%$548.0K$954.9K+$407.0K2026-10-08
LFG Wealth Partners, LLC
INCREASED18,2309,868+8,362+85%$512.3K$945.8K+$433.6K2026-10-28
Veltria Advisors Corp.
UNCHANGED17,85217,85200%$926.7K$926.2K-$4962026-11-05
Simplicity Wealth,LLC
DECREASED16,16037,881-21,721-57%$2.0M$838.4K-$1.1M2026-10-23
RFG Advisory, LLC
NEW14,292—+14,292——$741.5K—2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED14,09511,600+2,495+22%$602.2K$731.3K+$129.1K2026-10-21
Oppenheimer & Co Inc
DECREASED13,46814,205-737-5%$737.4K$698.7K-$38.6K2026-10-26
Guidance Point Advisors, LLC
INCREASED13,27813,163+115+1%$683.8K$689.3K+$5.5K2026-10-15
Eagle Global Advisors LLC
INCREASED12,53011,225+1,305+12%$582.7K$650.1K+$67.4K2026-11-02
Two West Capital Advisors LLC
DECREASED11,36213,857-2,495-18%$718.8K$590.2K-$128.6K2026-10-15
Avantra Family Wealth, Inc.
DECREASED11,24814,134-2,886-20%$733.7K$583.6K-$150.1K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED10,8776,207+4,670+75%$322.2K$564.3K+$242.1K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED10,10710,407-300-3%$540.2K$524.4K-$15.9K2026-10-21
Northbridge Financial Group, LLC
INCREASED10,0838,960+1,123+13%$465.1K$521.9K+$56.8K2026-11-05
New England Private Wealth Advisors LLC
UNCHANGED10,00010,00000%$519.2K$518.8K-$3282026-10-19
Union Bancaire Privee, UBP SA
UNCHANGED9,6159,61500%$499.3K$499.5K+$1442026-11-04
Ballast Rock Private Wealth LLC
INCREASED9,5739,535+38+0%$495.0K$496.7K+$1.7K2026-10-26
Spectrum Planning & Advisory Services Inc.
INCREASED9,4467,291+2,155+30%$378.5K$490.1K+$111.6K2026-11-05
Fifth Third Bancorp
DECREASED7,99410,896-2,902-27%$565.6K$414.7K-$150.9K2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED7,7585,984+1,774+30%$310.6K$402.5K+$91.9K2026-11-05
Paragon Advisors, LLC
NEW7,711—+7,711——$400.1K—2026-11-03
SigFig Wealth Management, LLC
DECREASED7,4578,376-919-11%$435.0K$386.9K-$48.1K2026-10-07
Reicon Wealth Advisors, LLC
INCREASED7,1122,779+4,333+156%$144.3K$369.0K+$224.7K2026-11-04
StoneX Group Inc.
INCREASED6,5555,169+1,386+27%$268.6K$340.4K+$71.8K2026-11-03
BIP Wealth, LLC
NEW6,488—+6,488——$336.6K—2026-10-22
Sagespring Wealth Partners, LLC
INCREASED6,2596,223+36+1%$323.0K$324.7K+$1.7K2026-10-22
Liberty Atlantic Advisors LLC
DECREASED5,8455,990-145-2%$310.9K$303.2K-$7.7K2026-10-14
Skyline Advisors, Inc.
DECREASED5,6997,120-1,421-20%$369.6K$295.7K-$73.9K2026-11-03
Lockerman Financial Group, Inc.
INCREASED5,3055,157+148+3%$267.7K$275.2K+$7.5K2026-10-19
Horst & Graben Wealth Management LLC
NEW5,202—+5,202——$269.9K—2026-11-02
Visionary Horizons, LLC
INCREASED5,1574,495+662+15%$233.3K$267.6K+$34.3K2026-10-22
Asset One Wealth Management LLC
NEW4,778—+4,778——$247.9K—2026-11-02
Tempo Wealth, LLC
NEW4,767—+4,767——$247.3K—2026-10-14
Schear Investment Advisers, LLC
NEW4,767—+4,767——$247.3K—2026-10-14
GC Wealth Management RIA, LLC
INCREASED4,6724,178+494+12%$216.9K$242.4K+$25.5K2026-11-02
Elm3 Financial Group, LLC
INCREASED4,6494,449+200+5%$230.9K$241.2K+$10.3K2026-10-07
Advisor Resource Council
NEW4,548—+4,548——$235.5K—2026-11-05
Bison Wealth, LLC
UNCHANGED4,4904,49000%$232.4K$232.6K+$1802026-10-13
Creative Financial Designs Inc
DECREASED3,9807,547-3,567-47%$391.8K$206.5K-$185.3K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED3,95111,854-7,903-67%$615.3K$205.0K-$410.4K2026-10-16
Town Capital LLC
NEW3,914—+3,914——$203.1K—2026-11-03
Kelleher Financial Advisors
INCREASED2,9432,369+574+24%$123.0K$152.7K+$29.7K2026-10-30
Balance Wealth Partners LLC
NEW2,927—+2,927——$151.9K—2026-10-27
Markowski Investments
DECREASED2,3503,850-1,500-39%$199.9K$121.9K-$77.9K2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED2,2592,25900%$117.3K$117.2K-$632026-11-04
Spire Wealth Management
UNCHANGED2,0002,00000%$103.8K$103.8K-$562026-10-30
Private Trust Co NA
DECREASED1,8091,922-113-6%$99.8K$93.9K-$5.9K2026-10-20
Richardson Capital Management LLC
NEW1,544—+1,544——$80.1K—2026-10-23
Rossby Financial, LCC
INCREASED1,494892+602+67%$46.3K$77.5K+$31.2K2026-11-05
Trust Co of Vermont
UNCHANGED1,3111,31100%$68.1K$68.0K-$362026-10-21
Heritage Family Offices, LLP
DECREASED1,1184,562-3,444-75%$236.8K$58.0K-$178.8K2026-11-02
Jacobi Capital Management LLC
NEW1,000—+1,000——$51.9K—2026-11-05
Evolution Wealth Management Inc.
INCREASED856490+366+75%$25.4K$44.4K+$19.0K2026-10-28
Lanark Financial, Inc.
UNCHANGED73373300%$38.1K$38.0K-$202026-10-26
Mather Group, Llc.
UNCHANGED56256200%$29.2K$29.2K-$152026-10-14
Nvwm, LLC
NEW399—+399——$20.7K—2026-10-14
West Branch Capital LLC
NEW398—+398——$20.7K—2026-10-20
Ascentis Independent Advisors
UNCHANGED29029000%$15.1K$15.0K-$82026-11-03
Golden State Wealth Management, LLC
INCREASED286283+3+1%$14.7K$14.9K+$1682026-11-02
Signature Equity Partners, LLC
INCREASED263227+36+16%$11.8K$13.6K+$1.9K2026-10-29
Compass Financial Management LLC
DECREASED211254-43-17%$13.2K$10.9K-$2.2K2026-10-30
Signaturefd, LLC
DECREASED185188-3-2%$9.8K$9.6K-$1612026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED118199-81-41%$10.3K$6.1K-$4.2K2026-11-03
NBH Bank
UNCHANGED979700%$5.0K$5.0K-$22026-11-05
Networth Advisors, LLC
NEW84—+84——$4.4K—2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED494900%$2.5K$2.5K-$22026-11-04
Silver Grove Financial Group, Inc.
INCREASED3938+1+3%$2.0K$2.0K+$502026-11-05
United Financial Planning Group LLC
NEW17—+17——$882—2026-11-04
Key Capital Management, Inc
UNCHANGED131300%$675$674-$12026-11-03
Citigroup Inc
CLOSED0200,008-200,008-100%$10.4M$0-$10.4M2026-11-04
Constellation Investments, Inc.
CLOSED027,000-27,000-100%$1.4M$0-$1.4M2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED04,562-4,562-100%$236.8K$0-$236.8K2026-10-27
Oregon Pacific Wealth Management, LLC
CLOSED03,883-3,883-100%$201.6K$0-$201.6K2026-10-20
International Assets Investment Management, LLC
CLOSED01,311-1,311-100%$68.1K$0-$68.1K2026-11-02
Axiom Investment Management LLC
CLOSED0609-609-100%$31.6K$0-$31.6K2026-11-03
Cornerstone Planning Group LLC
CLOSED0168-168-100%$8.7K$0-$8.7K2026-10-16
Atwood & Palmer Inc
CLOSED042-42-100%$2.2K$0-$2.2K2026-10-08
Highline Wealth Partners LLC
CLOSED039-39-100%$2.0K$0-$2.0K2026-10-19
CoreCap Advisors, LLC
CLOSED09-9-100%$467$0-$4672026-10-08
Jupiter Topco LLC
N/A—3,029,436-3,029,436-100%$157.3M———
BlackRock, Inc.
N/A—2,360,268-2,360,268-100%$122.5M———
Envestnet Asset Management Inc
N/A—2,017,944-2,017,944-100%$104.8M———
LPL Financial LLC
N/A—1,968,129-1,968,129-100%$102.2M———
Advocacy Wealth Management, LLC
N/A—1,099,924-1,099,924-100%$57.1M———
Morgan Stanley
N/A—967,249-967,249-100%$50.2M———
Cetera Investment Advisers
N/A—648,045-648,045-100%$33.6M———
JPMorgan Chase & Co
N/A—587,131-587,131-100%$30.5M———
Betterment LLC
N/A—585,958-585,958-100%$30.4M———
Pallas Capital Advisors LLC
N/A—548,355-548,355-100%$28.5M———
MML Investors Services, LLC
N/A—475,109-475,109-100%$24.7M———
Vestmark Advisory Solutions, Inc.
N/A—443,792-443,792-100%$23.0M———
Goldstone Financial Group, LLC
N/A—366,312-366,312-100%$19.0M———
OneDigital Investment Advisors LLC
N/A—342,704-342,704-100%$17.8M———
Macro Advisors, Inc.
N/A—300,843-300,843-100%$15.6M———
Tower Research Capital LLC (TRC)
N/A—297,691-297,691-100%$15.5M———
Cascade Wealth Advisors, Inc
N/A—283,645-283,645-100%$14.7M———
CacheTech Inc.
N/A—242,478-242,478-100%$12.6M———
Star Financial Bank
N/A—237,338-237,338-100%$12.3M———
AE Wealth Management LLC
N/A—226,661-226,661-100%$11.8M———
Envestnet Portfolio Solutions, Inc.
N/A—222,048-222,048-100%$11.5M———
Adams Wealth Management
N/A—208,208-208,208-100%$10.8M———
Keel Point, LLC
N/A—206,054-206,054-100%$10.7M———
NorthCoast Asset Management LLC
N/A—193,823-193,823-100%$10.1M———
Drive Wealth Management, LLC
N/A—180,919-180,919-100%$9.4M———
Equitable Holdings, Inc.
N/A—178,199-178,199-100%$9.3M———
ODonnell Financial Services, LLC
N/A—164,802-164,802-100%$8.6M———
Bank of Montreal
N/A—163,521-163,521-100%$8.5M———
Osaic Holdings, Inc.
N/A—146,087-146,087-100%$7.6M———
Northwestern Mutual Wealth Management Co
N/A—145,585-145,585-100%$7.6M———
Stifel Financial Corp
N/A—138,520-138,520-100%$7.2M———
Kickstand Ventures, Llc.
N/A—128,098-128,098-100%$6.6M———
Stock Yards Bank & Trust Co
N/A—123,196-123,196-100%$6.4M———
NewEdge Wealth, LLC
N/A—118,626-118,626-100%$6.2M———
UBS Group AG
N/A—115,165-115,165-100%$6.0M———
Allstate Corp
N/A—110,660-110,660-100%$5.7M———
Private Advisor Group, LLC
N/A—108,902-108,902-100%$5.7M———
Prasad Wealth Partners, LLC
N/A—108,759-108,759-100%$5.6M———
Meiji Yasuda Life Insurance Co
N/A—98,000-98,000-100%$5.1M———
Scotia Capital Inc.
N/A—92,963-92,963-100%$4.8M———
United Capital Financial Advisors, LLC
N/A—87,429-87,429-100%$4.5M———
Captrust Financial Advisors
N/A—86,666-86,666-100%$4.5M———
Ameritas Advisory Services, LLC
N/A—85,857-85,857-100%$4.5M———
Potentia Wealth
N/A—78,490-78,490-100%$4.1M———
Winton Group Ltd
N/A—78,033-78,033-100%$4.1M———
Raymond James Financial Inc
N/A—75,501-75,501-100%$3.9M———
Aureus Asset Management, LLC
N/A—74,935-74,935-100%$3.9M———
Goldman Sachs Group Inc
N/A—74,487-74,487-100%$3.9M———
Schroder Investment Management Group
N/A—65,909-65,909-100%$3.4M———
UBS Asset Management Americas LLC
N/A—60,882-60,882-100%$3.2M———
Mutual Advisors, LLC
N/A—53,024-53,024-100%$2.8M———
Landing Point Financial Group, LLC
N/A—52,493-52,493-100%$2.7M———
NorthRock Partners, LLC
N/A—50,787-50,787-100%$2.6M———
J. Mark Nickell & Co.
N/A—48,459-48,459-100%$2.5M———
Impact Partnership Wealth, LLC
N/A—44,728-44,728-100%$2.3M———
Ogorek Anthony Joseph
N/A—44,422-44,422-100%$2.3M———
Toews Corp
N/A—40,500-40,500-100%$2.1M———
Nwam LLC
N/A—37,958-37,958-100%$2.0M———
Pasadena Private Wealth, LLC
N/A—36,559-36,559-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—35,113-35,113-100%$1.8M———
IHT Wealth Management, LLC
N/A—30,792-30,792-100%$1.6M———
HM Payson & Co
N/A—29,066-29,066-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—28,949-28,949-100%$1.5M———
SHP Wealth Management
N/A—27,445-27,445-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—27,125-27,125-100%$1.4M———
Maridea Wealth Management LLC
N/A—25,218-25,218-100%$1.3M———
Laffer Tengler Investments, Inc.
N/A—25,090-25,090-100%$1.3M———
Invst, LLC
N/A—24,553-24,553-100%$1.3M———
Sequoia Financial Advisors, LLC
N/A—24,448-24,448-100%$1.3M———
Royal Bank of Canada
N/A—22,500-22,500-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—20,630-20,630-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—19,833-19,833-100%$1.0M———
Brookwood Investment Group LLC
N/A—19,182-19,182-100%$995.7K———
Advisory Services Network, LLC
N/A—18,753-18,753-100%$973.5K———
Advyzon Investment Management, LLC
N/A—17,903-17,903-100%$929.3K———
Orion Porfolio Solutions, LLC
N/A—17,685-17,685-100%$918.1K———
Arkadios Wealth Advisors
N/A—17,039-17,039-100%$884.4K———
J. M. Brown & Associates Inc.
N/A—15,777-15,777-100%$819.0K———
Cary Street Partners Financial LLC
N/A—15,618-15,618-100%$810.7K———
Panoramic Investment Advisors, LLC
N/A—15,236-15,236-100%$790.9K———
Beto Financial Group, LLC
N/A—14,400-14,400-100%$746.9K———
Black Swift Group, LLC
N/A—13,730-13,730-100%$712.7K———
Empire Financial Management Company, LLC
N/A—12,104-12,104-100%$628.3K———
Transamerica Financial Advisors, LLC
N/A—11,972-11,972-100%$621.5K———
NewEdge Advisors, LLC
N/A—11,674-11,674-100%$606.0K———
Icon Wealth Advisors, LLC
N/A—10,709-10,709-100%$555.9K———
Two Sigma Securities, LLC
N/A—10,672-10,672-100%$554.0K———
Dynasty Wealth Management, LLC
N/A—10,244-10,244-100%$531.8K———
Quantinno Capital Management LP
N/A—10,000-10,000-100%$519.1K———
Merit Financial Group, LLC
N/A—9,928-9,928-100%$515.4K———
GeoWealth Management, LLC
N/A—9,322-9,322-100%$483.9K———
Jane Street Group, LLC
N/A—8,878-8,878-100%$460.9K———
Synergy Investment Management, LLC
N/A—8,863-8,863-100%$460.1K———
Keebeck Wealth Management
N/A—8,458-8,458-100%$439.1K———
World Investment Advisors
N/A—7,771-7,771-100%$403.0K———
Huntington National Bank
N/A—7,639-7,639-100%$396.5K———
Transcend Capital Advisors, LLC
N/A—7,547-7,547-100%$391.8K———
EFG International AG
N/A—7,374-7,374-100%$382.8K———
Fortis Advisors, LLC
N/A—7,279-7,279-100%$377.9K———
Integrated Wealth Concepts LLC
N/A—6,652-6,652-100%$345.3K———
Cerity Partners LLC
N/A—6,571-6,571-100%$341.1K———
HighTower Advisors, LLC
N/A—6,452-6,452-100%$334.9K———
Mariner, LLC
N/A—6,375-6,375-100%$330.9K———
Geneos Wealth Management Inc.
N/A—6,148-6,148-100%$319.1K———
Steward Partners Investment Advisory, LLC
N/A—6,059-6,059-100%$314.5K———
Vision Retirement, LLC
N/A—5,987-5,987-100%$310.8K———
Venturi Wealth Management, LLC
N/A—5,904-5,904-100%$306.5K———
Gateway Wealth Partners, LLC
N/A—5,887-5,887-100%$305.6K———
Colonial Trust Co / SC
N/A—5,641-5,641-100%$292.8K———
Rockefeller Capital Management L.P.
N/A—5,111-5,111-100%$265.3K———
IFG Advisory, LLC
N/A—5,037-5,037-100%$261.5K———
GWN Securities Inc.
N/A—4,760-4,760-100%$247.1K———
Magnolia Private Wealth, LLC
N/A—4,753-4,753-100%$246.7K———
Savvy Advisors, Inc.
N/A—4,446-4,446-100%$230.8K———
Global Retirement Partners, LLC
N/A—3,374-3,374-100%$175.1K———
Aptus Capital Advisors, LLC
N/A—1,902-1,902-100%$98.7K———
Twin City Private Wealth, LLC
N/A—1,892-1,892-100%$98.2K———
Smartleaf Asset Management LLC
N/A—1,880-1,880-100%$97.6K———
Cary Street Partners Investment Advisory LLC
N/A—1,780-1,780-100%$92.4K———
FMR LLC
N/A—1,479-1,479-100%$76.8K———
National Bank of Canada
N/A—1,264-1,264-100%$65.6K———
BFC Planning, Inc.
N/A—1,118-1,118-100%$58.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—395-395-100%$20.5K———
Imprint Wealth LLC
N/A—335-335-100%$17.4K———
Elequin Capital, LP
N/A—201-201-100%$10.4K———
Vanguard Advisers Inc
N/A—180-180-100%$9.3K———
Wells Fargo & Company
N/A—172-172-100%$8.9K———
Godfrey Financial Associates, Inc.
N/A—142-142-100%$7.4K———
Allworth Financial LP
N/A—110-110-100%$5.7K———
Atomic Invest LLC
N/A—99-99-100%$5.1K———
Fiduciary Financial Advisors
N/A—71-71-100%$3.7K———
Continuum Advisory, LLC
N/A—51-51-100%$2.6K———
Meramec Financial Planners, LLC
N/A—37-37-100%$1.9K———
Strategic Wealth Partners, Ltd.
N/A—22-22-100%$1.1K———
Hantz Financial Services, Inc.
N/A—6-6-100%$0———
Showing 276 of 276 institutions