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BlackRock Resources & Commod (BCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
180 Wealth Advisors, LLC
DECREASED
Shares1,077,053 from 1,086,189
Change-9,136 (-1%)
Value$12.8M (+$499.8K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares1,049,017 from 940,242
Change+108,775 (+12%)
Value$12.5M (+$1.8M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares615,426 from 629,411
Change-13,985 (-2%)
Value$7.3M (+$186.5K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares449,019 from 450,875
Change-1,856 (0%)
Value$5.3M (+$230.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares274,377 from 277,792
Change-3,415 (-1%)
Value$3.3M (+$115.0K)
Filed 2026-10-26
Canal Insurance Co
UNCHANGED
Shares204,174 from 204,174
Change0 (0%)
Value$2.4M (+$115.0K)
Filed 2026-10-20
City of London Investment Management Co LTD
INCREASED
Shares138,480 from 114,219
Change+24,261 (+21%)
Value$1.6M (+$351.9K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares133,108 from 45,649
Change+87,459 (+192%)
Value$1.6M (+$1.1M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares122,252 from 125,929
Change-3,677 (-3%)
Value$1.5M (+$26.9K)
Filed 2026-11-02
TTP Investments, Inc.
DECREASED
Shares97,235 from 104,174
Change-6,939 (-7%)
Value$1.2M (-$24.0K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares84,015 from 82,824
Change+1,191 (+1%)
Value$997.3K (+$60.5K)
Filed 2026-10-08
Stolper Co
DECREASED
Shares70,899 from 72,889
Change-1,990 (-3%)
Value$842.0K (+$18.0K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares66,520 from 68,756
Change-2,236 (-3%)
Value$789.6K (+$12.0K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares58,934 from 57,811
Change+1,123 (+2%)
Value$699.6K (+$45.7K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares52,928 from 52,878
Change+50 (+0%)
Value$625.6K (+$30.2K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares50,515 from 50,129
Change+386 (+1%)
Value$599.6K (+$32.7K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares48,813 from 46,049
Change+2,764 (+6%)
Value$579.4K (+$58.6K)
Filed 2026-10-14
Abel Hall, LLC
UNCHANGED
Shares48,000 from 48,000
Change0 (0%)
Value$569.8K (+$26.9K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares41,863 from 42,484
Change-621 (-1%)
Value$497.0K (+$17.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares40,231 from 39,858
Change+373 (+1%)
Value$477.5K (+$26.8K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
DECREASED
Shares36,535 from 36,687
Change-152 (0%)
Value$433.7K (+$18.7K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares33,377 from 33,128
Change+249 (+1%)
Value$396.2K (+$21.5K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
DECREASED
Shares30,096 from 30,835
Change-739 (-2%)
Value$357.2K (+$8.5K)
Filed 2026-11-03
Investment Partners Asset Management, Inc.
INCREASED
Shares29,973 from 29,933
Change+40 (+0%)
Value$355.8K (+$17.2K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
DECREASED
Shares27,269 from 43,097
Change-15,828 (-37%)
Value$323.7K (-$163.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,009 from 28,300
Change-2,291 (-8%)
Value$310.0K (-$12.0K)
Filed 2026-10-13
Decision Investments, Inc
UNCHANGED
Shares25,926 from 25,926
Change0 (0%)
Value$307.7K (+$14.5K)
Filed 2026-10-07
Closed-End Fund Advisors, Inc.
DECREASED
Shares24,618 from 24,759
Change-141 (-1%)
Value$292.2K (+$12.2K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares24,264 from 27,876
Change-3,612 (-13%)
Value$288.0K (-$27.3K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares23,946 from 23,748
Change+198 (+1%)
Value$284.2K (+$15.6K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares23,539 from 24,019
Change-480 (-2%)
Value$279.4K (+$7.8K)
Filed 2026-10-08
Citizens Financial Group Inc
UNCHANGED
Shares20,989 from 20,989
Change0 (0%)
Value$249.1K (+$11.8K)
Filed 2026-10-23
Alessandra Capital Management, LLC
INCREASED
Shares20,400 from 17,200
Change+3,200 (+19%)
Value$242.1K (+$47.6K)
Filed 2026-10-30
Level Four Advisory Services, LLC
DECREASED
Shares20,352 from 21,819
Change-1,467 (-7%)
Value$241.6K (-$5.2K)
Filed 2026-11-06
Leisure Capital Management
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$237.4K (+$11.2K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares19,857 from 19,319
Change+538 (+3%)
Value$236.0K (+$18.0K)
Filed 2026-10-26
Creekside Partners
INCREASED
Shares15,403 from 15,146
Change+257 (+2%)
Value$182.8K (+$11.5K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares15,086 from 21,259
Change-6,173 (-29%)
Value$179.1K (-$61.4K)
Filed 2026-10-28
Sage Capital Advisors,llc
NEW
Shares15,000
Change+15,000
Value$178.1K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares14,726 from 14,688
Change+38 (+0%)
Value$174.8K (+$8.7K)
Filed 2026-11-04
San Luis Wealth Advisors LLC
UNCHANGED
Shares14,293 from 14,293
Change0 (0%)
Value$169.7K (+$8.0K)
Filed 2026-10-27
Stockman Wealth Management, Inc.
UNCHANGED
Shares13,595 from 13,595
Change0 (0%)
Value$161.4K (+$7.6K)
Filed 2026-10-27
Merit Financial Group, LLC
DECREASED
Shares13,511 from 14,410
Change-899 (-6%)
Value$160.4K (-$2.6K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
INCREASED
Shares12,354 from 11,652
Change+702 (+6%)
Value$146.7K (+$14.9K)
Filed 2026-11-03
Live Oak Private Wealth LLC
UNCHANGED
Shares11,709 from 11,709
Change0 (0%)
Value$139.0K (+$6.6K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
UNCHANGED
Shares11,275 from 11,275
Change0 (0%)
Value$133.8K (+$6.3K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
NEW
Shares11,137
Change+11,137
Value$132.2K
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares11,106 from 14,122
Change-3,016 (-21%)
Value$131.8K (-$27.9K)
Filed 2026-11-06
Wedbush Securities Inc
NEW
Shares10,050
Change+10,050
Value$119.0K
Filed 2026-10-22
Trust Point Inc.
NEW
Shares10,000
Change+10,000
Value$118.7K
Filed 2026-10-27
Strategic Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$118.7K (+$5.6K)
Filed 2026-10-13
Wolverine Asset Management LLC
NEW
Shares6,835
Change+6,835
Value$81.1K
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$64.5K ($0)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,284 from 5,065
Change-781 (-15%)
Value$50.9K (-$6.4K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares3,809 from 3,149
Change+660 (+21%)
Value$45.2K (+$9.6K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$43.3K (+$2.0K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,545 from 7,945
Change-4,400 (-55%)
Value$42.1K (-$47.8K)
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$38.0K (+$1.8K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$36 (-$34.0K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares2,977
Change+2,977
Value$35.3K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares2,890 from 2,853
Change+37 (+1%)
Value$34.3K (+$2.0K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares2,150 from 2,230
Change-80 (-4%)
Value$25.5K (+$300)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
INCREASED
Shares2,120 from 2,084
Change+36 (+2%)
Value$25.2K (+$1.6K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares1,590 from 1,563
Change+27 (+2%)
Value$18.9K (+$1.2K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares1,485 from 1,460
Change+25 (+2%)
Value$17.6K (+$1.1K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$14.8K (+$699)
Filed 2026-10-23
Eastern Bank
NEW
Shares1,000
Change+1,000
Value$11.9K
Filed 2026-10-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$10.1K (+$475)
Filed 2026-10-23
Russell Investments Group, Ltd.
DECREASED
Shares632 from 747
Change-115 (-15%)
Value$7.5K (-$947)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares334
Change+334
Value$4.0K
Filed 2026-10-21
Bayban
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$3.0K ($0)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$1.7K (+$79)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares28
Change+28
Value$333
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$26
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$12 (+$1)
Filed 2026-10-30
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Calamos Advisors LLC
CLOSED
Shares0 from 53,857
Change-53,857 (-100%)
Value$0 (-$609.1K)
Filed 2026-11-02
Moors & Cabot, Inc.
CLOSED
Shares0 from 10,205
Change-10,205 (-100%)
Value$0 (-$115.4K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,815
Change-3,815 (-100%)
Value$0 (-$43.1K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-06
Highline Wealth Partners LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 3,951,148
Change-3,951,148 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,913,997
Change-3,913,997 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,946,944
Change-2,946,944 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 914,314
Change-914,314 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 807,450
Change-807,450 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 791,694
Change-791,694 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 737,411
Change-737,411 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 565,721
Change-565,721 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 328,470
Change-328,470 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 306,015
Change-306,015 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 244,564
Change-244,564 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 238,622
Change-238,622 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 210,078
Change-210,078 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 193,969
Change-193,969 (-100%)
Value—
UBS Group AG
N/A
Shares— from 181,888
Change-181,888 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 135,384
Change-135,384 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 131,352
Change-131,352 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 105,850
Change-105,850 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 101,653
Change-101,653 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 93,781
Change-93,781 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 86,764
Change-86,764 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,173
Change-85,173 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,593
Change-74,593 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 70,937
Change-70,937 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 64,896
Change-64,896 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 64,511
Change-64,511 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 64,292
Change-64,292 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 58,772
Change-58,772 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 46,809
Change-46,809 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 45,975
Change-45,975 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 40,275
Change-40,275 (-100%)
Value—
&partners
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 37,927
Change-37,927 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,901
Change-35,901 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 34,250
Change-34,250 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,047
Change-33,047 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,918
Change-25,918 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Stephens Inc
N/A
Shares— from 22,517
Change-22,517 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,076
Change-21,076 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,012
Change-20,012 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,366
Change-19,366 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,324
Change-16,324 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,169
Change-16,169 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 15,196
Change-15,196 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,372
Change-14,372 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,070
Change-14,070 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,238
Change-13,238 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,930
Change-10,930 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 781
Change-781 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 497
Change-497 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
180 Wealth Advisors, LLC
DECREASED1,077,0531,086,189-9,136-1%$12.3M$12.8M+$499.8K2026-11-03
LPL Financial LLC
INCREASED1,049,017940,242+108,775+12%$10.6M$12.5M+$1.8M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED615,426629,411-13,985-2%$7.1M$7.3M+$186.5K2026-11-04
Commonwealth Equity Services, LLC
DECREASED449,019450,875-1,8560%$5.1M$5.3M+$230.5K2026-11-02
Oppenheimer & Co Inc
DECREASED274,377277,792-3,415-1%$3.1M$3.3M+$115.0K2026-10-26
Canal Insurance Co
UNCHANGED204,174204,17400%$2.3M$2.4M+$115.0K2026-10-20
City of London Investment Management Co LTD
INCREASED138,480114,219+24,261+21%$1.3M$1.6M+$351.9K2026-10-30
Kestra Advisory Services, LLC
INCREASED133,10845,649+87,459+192%$516.3K$1.6M+$1.1M2026-11-02
Creative Planning
DECREASED122,252125,929-3,677-3%$1.4M$1.5M+$26.9K2026-11-02
TTP Investments, Inc.
DECREASED97,235104,174-6,939-7%$1.2M$1.2M-$24.0K2026-10-30
Farther Finance Advisors, LLC
INCREASED84,01582,824+1,191+1%$936.7K$997.3K+$60.5K2026-10-08
Stolper Co
DECREASED70,89972,889-1,990-3%$824.0K$842.0K+$18.0K2026-10-13
AlphaCore Capital LLC
DECREASED66,52068,756-2,236-3%$777.6K$789.6K+$12.0K2026-11-04
Nations Financial Group Inc,
INCREASED58,93457,811+1,123+2%$653.8K$699.6K+$45.7K2026-11-05
International Assets Investment Management, LLC
INCREASED52,92852,878+50+0%$595.4K$625.6K+$30.2K2026-11-02
Moneco Advisors, LLC
INCREASED50,51550,129+386+1%$567.0K$599.6K+$32.7K2026-11-05
Triumph Capital Management
INCREASED48,81346,049+2,764+6%$520.8K$579.4K+$58.6K2026-10-14
Abel Hall, LLC
UNCHANGED48,00048,00000%$542.9K$569.8K+$26.9K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED41,86342,484-621-1%$480.0K$497.0K+$17.0K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED40,23139,858+373+1%$450.8K$477.5K+$26.8K2026-11-05
Fiduciary Financial Group, LLC
DECREASED36,53536,687-1520%$414.9K$433.7K+$18.7K2026-10-13
Independent Financial Group, LLC
INCREASED33,37733,128+249+1%$374.7K$396.2K+$21.5K2026-10-13
Huntleigh Advisors, Inc.
DECREASED30,09630,835-739-2%$348.7K$357.2K+$8.5K2026-11-03
Investment Partners Asset Management, Inc.
INCREASED29,97329,933+40+0%$338.5K$355.8K+$17.2K2026-10-09
Samalin Investment Counsel, LLC
DECREASED27,26943,097-15,828-37%$487.4K$323.7K-$163.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED26,00928,300-2,291-8%$322.1K$310.0K-$12.0K2026-10-13
Decision Investments, Inc
UNCHANGED25,92625,92600%$293.2K$307.7K+$14.5K2026-10-07
Closed-End Fund Advisors, Inc.
DECREASED24,61824,759-141-1%$280.0K$292.2K+$12.2K2026-11-04
MGO One Seven LLC
DECREASED24,26427,876-3,612-13%$315.3K$288.0K-$27.3K2026-10-28
Fifth Third Bancorp
INCREASED23,94623,748+198+1%$268.6K$284.2K+$15.6K2026-11-05
CoreCap Advisors, LLC
DECREASED23,53924,019-480-2%$271.7K$279.4K+$7.8K2026-10-08
Citizens Financial Group Inc
UNCHANGED20,98920,98900%$237.4K$249.1K+$11.8K2026-10-23
Alessandra Capital Management, LLC
INCREASED20,40017,200+3,200+19%$194.5K$242.1K+$47.6K2026-10-30
Level Four Advisory Services, LLC
DECREASED20,35221,819-1,467-7%$246.8K$241.6K-$5.2K2026-11-06
Leisure Capital Management
UNCHANGED20,00020,00000%$226.2K$237.4K+$11.2K2026-11-03
Park Avenue Securities LLC
INCREASED19,85719,319+538+3%$218.0K$236.0K+$18.0K2026-10-26
Creekside Partners
INCREASED15,40315,146+257+2%$171.3K$182.8K+$11.5K2026-11-04
Choreo, LLC
DECREASED15,08621,259-6,173-29%$240.4K$179.1K-$61.4K2026-10-28
Sage Capital Advisors,llc
NEW15,000—+15,000——$178.1K—2026-10-13
EverSource Wealth Advisors, LLC
INCREASED14,72614,688+38+0%$166.1K$174.8K+$8.7K2026-11-04
San Luis Wealth Advisors LLC
UNCHANGED14,29314,29300%$161.7K$169.7K+$8.0K2026-10-27
Stockman Wealth Management, Inc.
UNCHANGED13,59513,59500%$153.8K$161.4K+$7.6K2026-10-27
Merit Financial Group, LLC
DECREASED13,51114,410-899-6%$163.0K$160.4K-$2.6K2026-11-06
Uhlmann Price Securities, LLC
INCREASED12,35411,652+702+6%$131.8K$146.7K+$14.9K2026-11-03
Live Oak Private Wealth LLC
UNCHANGED11,70911,70900%$132.4K$139.0K+$6.6K2026-11-02
Post Resch Tallon Group Inc.
UNCHANGED11,27511,27500%$127.5K$133.8K+$6.3K2026-10-09
Kingswood Wealth Advisors, LLC
NEW11,137—+11,137——$132.2K—2026-10-23
Kestra Private Wealth Services, LLC
DECREASED11,10614,122-3,016-21%$159.7K$131.8K-$27.9K2026-11-06
Wedbush Securities Inc
NEW10,050—+10,050——$119.0K—2026-10-22
Trust Point Inc.
NEW10,000—+10,000——$118.7K—2026-10-27
Strategic Advisors LLC
UNCHANGED10,00010,00000%$113.1K$118.7K+$5.6K2026-10-13
Wolverine Asset Management LLC
NEW6,835—+6,835——$81.1K—2026-11-02
Allworth Financial LP
UNCHANGED5,7005,70000%$64.5K$64.5K$02026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED4,2845,065-781-15%$57.3K$50.9K-$6.4K2026-10-27
PNC Financial Services Group, Inc.
INCREASED3,8093,149+660+21%$35.6K$45.2K+$9.6K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED3,6443,64400%$41.2K$43.3K+$2.0K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED3,5457,945-4,400-55%$89.9K$42.1K-$47.8K2026-10-29
Advocate Investing Services LLC
UNCHANGED3,2003,20000%$36.2K$38.0K+$1.8K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED3,0003,00000%$34.0K$36-$34.0K2026-10-14
Rossby Financial, LCC
NEW2,977—+2,977——$35.3K—2026-11-05
IFP Advisors, Inc
INCREASED2,8902,853+37+1%$32.3K$34.3K+$2.0K2026-10-16
WPG Advisers, LLC
DECREASED2,1502,230-80-4%$25.2K$25.5K+$3002026-10-27
Lloyd Advisory Services, Llc.
INCREASED2,1202,084+36+2%$23.6K$25.2K+$1.6K2026-11-02
Spire Wealth Management
INCREASED1,5901,563+27+2%$17.7K$18.9K+$1.2K2026-10-30
Lanark Financial, Inc.
INCREASED1,4851,460+25+2%$16.5K$17.6K+$1.1K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED1,2481,24800%$14.1K$14.8K+$6992026-10-23
Eastern Bank
NEW1,000—+1,000——$11.9K—2026-10-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED84884800%$9.6K$10.1K+$4752026-10-23
Russell Investments Group, Ltd.
DECREASED632747-115-15%$8.4K$7.5K-$9472026-11-06
Root Financial Partners, LLC
NEW334—+334——$4.0K—2026-10-21
Bayban
UNCHANGED26426400%$3.0K$3.0K$02026-11-05
Assetmark, Inc
UNCHANGED14114100%$1.6K$1.7K+$792026-10-21
Laurel Wealth Advisors LLC
NEW28—+28——$333—2026-10-27
Blue Trust, Inc.
NEW2—+2——$26—2026-10-15
Compass Financial Management LLC
UNCHANGED1100%$11$12+$12026-10-30
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Calamos Advisors LLC
CLOSED053,857-53,857-100%$609.1K$0-$609.1K2026-11-02
Moors & Cabot, Inc.
CLOSED010,205-10,205-100%$115.4K$0-$115.4K2026-11-06
AdvisorNet Financial, Inc
CLOSED03,815-3,815-100%$43.1K$0-$43.1K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,100-1,100-100%$12.4K$0-$12.4K2026-11-06
Highline Wealth Partners LLC
CLOSED0250-250-100%$2.8K$0-$2.8K2026-10-19
Morgan Stanley
N/A—3,951,148-3,951,148-100%$44.7M———
Wells Fargo & Company
N/A—3,913,997-3,913,997-100%$44.3M———
Lazard Asset Management LLC
N/A—2,946,944-2,946,944-100%$33.3M———
Invesco Ltd.
N/A—914,314-914,314-100%$10.3M———
Royal Bank of Canada
N/A—807,450-807,450-100%$9.1M———
Raymond James Financial Inc
N/A—791,694-791,694-100%$9.0M———
Ameriprise Financial Inc
N/A—737,411-737,411-100%$8.3M———
Bank of America Corp
N/A—565,721-565,721-100%$6.4M———
Stifel Financial Corp
N/A—328,470-328,470-100%$3.7M———
Intellectus Partners, LLC
N/A—306,015-306,015-100%$3.5M———
Osaic Holdings, Inc.
N/A—244,564-244,564-100%$2.8M———
Thomas J. Herzfeld Advisors, Inc.
N/A—238,622-238,622-100%$2.7M———
Transcend Capital Advisors, LLC
N/A—210,078-210,078-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—193,969-193,969-100%$2.2M———
UBS Group AG
N/A—181,888-181,888-100%$2.1M———
Advisors Asset Management, Inc.
N/A—135,384-135,384-100%$1.5M———
Guggenheim Capital LLC
N/A—131,352-131,352-100%$1.5M———
Ingalls & Snyder LLC
N/A—105,850-105,850-100%$1.2M———
44 Wealth Management LLC
N/A—101,653-101,653-100%$1.1M———
Z3 Capital Partners, LLC
N/A—93,781-93,781-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—86,764-86,764-100%$981.3K———
Cetera Investment Advisers
N/A—85,173-85,173-100%$963.3K———
Private Advisor Group, LLC
N/A—74,593-74,593-100%$843.6K———
RB Capital Management, LLC
N/A—70,937-70,937-100%$802.3K———
NewEdge Advisors, LLC
N/A—64,896-64,896-100%$734.0K———
Mariner, LLC
N/A—64,511-64,511-100%$729.6K———
First Trust Advisors LP
N/A—64,292-64,292-100%$727.1K———
Pasadena Private Wealth, LLC
N/A—58,772-58,772-100%$664.7K———
Waverly Advisors, LLC
N/A—46,809-46,809-100%$529.4K———
Evolve Private Wealth, LLC
N/A—45,975-45,975-100%$520.0K———
Cypress Capital Management LLC (WY)
N/A—40,275-40,275-100%$455.5K———
&partners
N/A—39,512-39,512-100%$446.9K———
XTX Topco Ltd
N/A—37,927-37,927-100%$429.0K———
Janney Montgomery Scott LLC
N/A—35,901-35,901-100%$406.0K———
Principal Securities, Inc.
N/A—34,250-34,250-100%$387.4K———
HighTower Advisors, LLC
N/A—33,047-33,047-100%$373.8K———
Jane Street Group, LLC
N/A—25,918-25,918-100%$293.1K———
AQR Capital Management LLC
N/A—24,400-24,400-100%$276.0K———
Stephens Inc
N/A—22,517-22,517-100%$254.7K———
Global Retirement Partners, LLC
N/A—21,076-21,076-100%$238.4K———
Envestnet Asset Management Inc
N/A—20,012-20,012-100%$226.3K———
Citadel Advisors LLC
N/A—19,366-19,366-100%$219.0K———
M&T Bank Corp
N/A—18,000-18,000-100%$203.6K———
Susquehanna International Group, LLP
N/A—16,324-16,324-100%$184.6K———
GWN Securities Inc.
N/A—16,169-16,169-100%$182.9K———
Orcam Financial Group
N/A—15,196-15,196-100%$171.9K———
SEI Investments Co
N/A—14,372-14,372-100%$162.6K———
Magnolia Capital Advisors LLC
N/A—14,070-14,070-100%$159.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,238-13,238-100%$149.7K———
Readystate Asset Management LP
N/A—11,963-11,963-100%$135.3K———
Virtu Financial LLC
N/A—10,930-10,930-100%$124.0K———
Stratos Wealth Partners, Ltd.
N/A—10,765-10,765-100%$121.8K———
Arax Advisory Partners
N/A—4,933-4,933-100%$55.8K———
Harbour Investments, Inc.
N/A—4,799-4,799-100%$54.3K———
Rockefeller Capital Management L.P.
N/A—2,912-2,912-100%$32.9K———
Huntington National Bank
N/A—2,576-2,576-100%$29.1K———
Northwestern Mutual Wealth Management Co
N/A—2,532-2,532-100%$28.6K———
Allied Private Wealth LLC
N/A—2,412-2,412-100%$27.8K———
SOA Wealth Advisors, Llc.
N/A—1,928-1,928-100%$21.8K———
Aventura Private Wealth, LLC
N/A—1,170-1,170-100%$13.2K———
BFC Planning, Inc.
N/A—1,000-1,000-100%$11.3K———
Atlantic Union Bankshares Corp
N/A—1,000-1,000-100%$11.3K———
BlackRock, Inc.
N/A—781-781-100%$8.8K———
Geneos Wealth Management Inc.
N/A—642-642-100%$7.3K———
Whittier Trust Co of Nevada Inc
N/A—497-497-100%$5.8K———
Tidemark, LLC
N/A—64-64-100%$724———
HighMark Wealth Management LLC
N/A—53-53-100%$595———
Tower Research Capital LLC (TRC)
N/A—15-15-100%$170———
Showing 149 of 149 institutions