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BlackRock Science & Tech TR (BST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Todd Wealth Management, LLC
INCREASED
Shares157,005 from 156,020
Change+985 (+1%)
Value$7.8M (-$66.2K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares122,104 from 92,308
Change+29,796 (+32%)
Value$6.1M (+$1.4M)
Filed 2026-10-22
Alchemi Wealth, LLC
INCREASED
Shares115,577 from 114,575
Change+1,002 (+1%)
Value$5.8M (-$34.7K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares71,595 from 70,005
Change+1,590 (+2%)
Value$3.6M (+$27.7K)
Filed 2026-10-19
PMG Family Office LLC
INCREASED
Shares64,894 from 64,588
Change+306 (+0%)
Value$3.2M (-$32.5K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares49,761 from 42,891
Change+6,870 (+16%)
Value$2.5M (+$311.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,012 from 43,577
Change-6,565 (-15%)
Value$1.8M (-$361.0K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares35,067 from 23,099
Change+11,968 (+52%)
Value$1.8M (+$580.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares29,149 from 28,892
Change+257 (+1%)
Value$1.5M (-$8.6K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares29,058 from 32,559
Change-3,501 (-11%)
Value$1.5M (-$199.0K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares28,128 from 30,525
Change-2,397 (-8%)
Value$1.4M (-$142.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares25,536 from 24,181
Change+1,355 (+6%)
Value$1.3M (+$49.8K)
Filed 2026-11-02
David J Yvars Group
INCREASED
Shares24,621 from 22,303
Change+2,318 (+10%)
Value$1.2M (+$111.7K)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares19,766 from 18,483
Change+1,283 (+7%)
Value$987.7K (+$50.5K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares19,500 from 20,091
Change-591 (-3%)
Value$974.4K (-$44.4K)
Filed 2026-10-28
Stolper Co
DECREASED
Shares18,904 from 19,378
Change-474 (-2%)
Value$945.0K (-$38.0K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares17,327 from 16,863
Change+464 (+3%)
Value$865.8K (+$10.7K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares17,216 from 16,779
Change+437 (+3%)
Value$801.6K (-$49.3K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares16,891 from 16,891
Change0 (0%)
Value$844.0K (-$12.5K)
Filed 2026-10-26
Wealth Effects LLC
DECREASED
Shares16,683 from 16,755
Change-72 (0%)
Value$833.7K (-$16.0K)
Filed 2026-10-23
Next Level Private LLC
INCREASED
Shares15,592 from 15,174
Change+418 (+3%)
Value$779.1K (+$9.7K)
Filed 2026-10-20
Fortem Financial Group, LLC
INCREASED
Shares14,084 from 13,791
Change+293 (+2%)
Value$703.8K (+$4.4K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares13,193 from 6,914
Change+6,279 (+91%)
Value$670.7K (+$320.1K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
DECREASED
Shares13,000 from 14,000
Change-1,000 (-7%)
Value$649.6K (+$9.3K)
Filed 2026-10-15
Abel Hall, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$649.6K (-$9.6K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares12,812 from 12,689
Change+123 (+1%)
Value$655.1K (+$21.1K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,270 from 10,262
Change+1,008 (+10%)
Value$563.1K (+$59.7K)
Filed 2026-10-13
Advisory Advocates, LLC
UNCHANGED
Shares11,060 from 11,060
Change0 (0%)
Value$552.7K (-$8.2K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
INCREASED
Shares10,209 from 10,093
Change+116 (+1%)
Value$510.0K (-$2.0K)
Filed 2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares10,099 from 9,508
Change+591 (+6%)
Value$504.7K (+$22.5K)
Filed 2026-10-29
Anchor Capital Management Group Inc
DECREASED
Shares10,000 from 18,000
Change-8,000 (-44%)
Value$499.7K (-$413.1K)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares7,803 from 7,314
Change+489 (+7%)
Value$389.9K (+$19.0K)
Filed 2026-11-02
Mirador Capital Partners LP
INCREASED
Shares7,772 from 7,731
Change+41 (+1%)
Value$388.4K (-$3.6K)
Filed 2026-10-09
Noble Wealth Management PBC
INCREASED
Shares6,850 from 6,800
Change+50 (+1%)
Value$342.3K (-$2.5K)
Filed 2026-10-01
Vista Investment Partners II, LLC
DECREASED
Shares6,428 from 6,686
Change-258 (-4%)
Value$321.2K (-$17.8K)
Filed 2026-10-15
Herold Advisors, Inc.
UNCHANGED
Shares6,103 from 6,103
Change0 (0%)
Value$305.0K (-$2.0K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$298.6K (-$4.4K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares5,198 from 4,926
Change+272 (+6%)
Value$259.7K (+$9.9K)
Filed 2026-11-02
Cascade Investment Group, Inc.
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$238.6K (-$3.5K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares4,409 from 2,309
Change+2,100 (+91%)
Value$220.3K (+$103.2K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares4,393
Change+4,393
Value$219.5K
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$158.1K (-$2.3K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares1,510 from 2,315
Change-805 (-35%)
Value$75.4K (-$42.0K)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$75.0K (-$1.1K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares1,033
Change+1,033
Value$51.6K
Filed 2026-11-03
First Bancorp, Inc
NEW
Shares1,000
Change+1,000
Value$50.0K
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares1,000 from 500
Change+500 (+100%)
Value$50.0K (+$24.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares731 from 355
Change+376 (+106%)
Value$36.5K (+$18.5K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$35.0K (-$518)
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares500
Change+500
Value$25.0K
Filed 2026-10-08
Eastern Bank
NEW
Shares495
Change+495
Value$24.7K
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
NEW
Shares425
Change+425
Value$21.2K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares400
Change+400
Value$20.0K
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$15.6K (-$231)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$15.3K (-$227)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$11.6K (-$171)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares211 from 199
Change+12 (+6%)
Value$10.6K (+$471)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.0K (-$148)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares150 from 309
Change-159 (-51%)
Value$7.5K (-$8.2K)
Filed 2026-10-08
Montgomery Financial Services LLC
DECREASED
Shares119 from 196
Change-77 (-39%)
Value$5.9K (-$4.0K)
Filed 2026-11-03
Decker Retirement Planning Inc.
NEW
Shares95
Change+95
Value$4.7K
Filed 2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.0K (-$15)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$65
Filed 2026-10-21
RMR Wealth Builders
CLOSED
Shares0 from 14,154
Change-14,154 (-100%)
Value$0 (-$717.7K)
Filed 2026-10-22
Perigon Wealth Management, LLC
CLOSED
Shares0 from 5,004
Change-5,004 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-22
First Financial Group Corp
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,996
Change-3,996 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,597
Change-1,597 (-100%)
Value$0 (-$81.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,430,397
Change-1,430,397 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 937,220
Change-937,220 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 787,619
Change-787,619 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 639,482
Change-639,482 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 483,275
Change-483,275 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 391,338
Change-391,338 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 278,628
Change-278,628 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 266,632
Change-266,632 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 265,290
Change-265,290 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 211,966
Change-211,966 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 198,501
Change-198,501 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 154,103
Change-154,103 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 145,380
Change-145,380 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 83,340
Change-83,340 (-100%)
Value—
UBS Group AG
N/A
Shares— from 82,906
Change-82,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,191
Change-68,191 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 67,601
Change-67,601 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 67,442
Change-67,442 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,824
Change-39,824 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,983
Change-38,983 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 35,916
Change-35,916 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,704
Change-34,704 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 34,522
Change-34,522 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,938
Change-30,938 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 22,739
Change-22,739 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,994
Change-20,994 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,447
Change-18,447 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,987
Change-17,987 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 17,066
Change-17,066 (-100%)
Value—
&partners
N/A
Shares— from 16,127
Change-16,127 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,932
Change-12,932 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,857
Change-12,857 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,412
Change-11,412 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 500
Change-500 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 420
Change-420 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 150
Change-150 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
Todd Wealth Management, LLC
INCREASED157,005156,020+985+1%$7.9M$7.8M-$66.2K2026-10-19
Wedbush Securities Inc
INCREASED122,10492,308+29,796+32%$4.7M$6.1M+$1.4M2026-10-22
Alchemi Wealth, LLC
INCREASED115,577114,575+1,002+1%$5.8M$5.8M-$34.7K2026-11-04
NWF Advisory Services Inc.
INCREASED71,59570,005+1,590+2%$3.5M$3.6M+$27.7K2026-10-19
PMG Family Office LLC
INCREASED64,89464,588+306+0%$3.3M$3.2M-$32.5K2026-10-19
Oppenheimer & Co Inc
INCREASED49,76142,891+6,870+16%$2.2M$2.5M+$311.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED37,01243,577-6,565-15%$2.2M$1.8M-$361.0K2026-11-02
D.A. Davidson & Co.
INCREASED35,06723,099+11,968+52%$1.2M$1.8M+$580.9K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED29,14928,892+257+1%$1.5M$1.5M-$8.6K2026-11-05
Truist Financial Corp
DECREASED29,05832,559-3,501-11%$1.7M$1.5M-$199.0K2026-10-30
Commonwealth Equity Services, LLC
DECREASED28,12830,525-2,397-8%$1.5M$1.4M-$142.4K2026-11-02
Kestra Advisory Services, LLC
INCREASED25,53624,181+1,355+6%$1.2M$1.3M+$49.8K2026-11-02
David J Yvars Group
INCREASED24,62122,303+2,318+10%$1.1M$1.2M+$111.7K2026-10-09
Focus Financial Network, Inc.
INCREASED19,76618,483+1,283+7%$937.3K$987.7K+$50.5K2026-10-14
MGO One Seven LLC
DECREASED19,50020,091-591-3%$1.0M$974.4K-$44.4K2026-10-28
Stolper Co
DECREASED18,90419,378-474-2%$983.0K$945.0K-$38.0K2026-10-13
Compound Planning, Inc.
INCREASED17,32716,863+464+3%$855.1K$865.8K+$10.7K2026-11-05
Prospera Financial Services Inc
INCREASED17,21616,779+437+3%$850.9K$801.6K-$49.3K2026-11-04
Lanark Financial, Inc.
UNCHANGED16,89116,89100%$856.5K$844.0K-$12.5K2026-10-26
Wealth Effects LLC
DECREASED16,68316,755-720%$849.7K$833.7K-$16.0K2026-10-23
Next Level Private LLC
INCREASED15,59215,174+418+3%$769.5K$779.1K+$9.7K2026-10-20
Fortem Financial Group, LLC
INCREASED14,08413,791+293+2%$699.3K$703.8K+$4.4K2026-10-20
Prevail Innovative Wealth Advisors, LLC
INCREASED13,1936,914+6,279+91%$350.6K$670.7K+$320.1K2026-10-20
Future Financial Wealth Managment LLC
DECREASED13,00014,000-1,000-7%$640.4K$649.6K+$9.3K2026-10-15
Abel Hall, LLC
UNCHANGED13,00013,00000%$659.2K$649.6K-$9.6K2026-10-19
International Assets Investment Management, LLC
INCREASED12,81212,689+123+1%$633.9K$655.1K+$21.1K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED11,27010,262+1,008+10%$503.5K$563.1K+$59.7K2026-10-13
Advisory Advocates, LLC
UNCHANGED11,06011,06000%$560.9K$552.7K-$8.2K2026-11-05
Aurora Private Wealth, Inc.
INCREASED10,20910,093+116+1%$512.0K$510.0K-$2.0K2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED10,0999,508+591+6%$482.2K$504.7K+$22.5K2026-10-29
Anchor Capital Management Group Inc
DECREASED10,00018,000-8,000-44%$912.8K$499.7K-$413.1K2026-11-02
Calamos Advisors LLC
INCREASED7,8037,314+489+7%$370.9K$389.9K+$19.0K2026-11-02
Mirador Capital Partners LP
INCREASED7,7727,731+41+1%$392.0K$388.4K-$3.6K2026-10-09
Noble Wealth Management PBC
INCREASED6,8506,800+50+1%$344.8K$342.3K-$2.5K2026-10-01
Vista Investment Partners II, LLC
DECREASED6,4286,686-258-4%$339.1K$321.2K-$17.8K2026-10-15
Herold Advisors, Inc.
UNCHANGED6,1036,10300%$307.0K$305.0K-$2.0K2026-10-19
Daymark Wealth Partners, LLC
UNCHANGED5,9755,97500%$303.0K$298.6K-$4.4K2026-11-04
Creative Planning
INCREASED5,1984,926+272+6%$249.8K$259.7K+$9.9K2026-11-02
Cascade Investment Group, Inc.
UNCHANGED4,7754,77500%$242.1K$238.6K-$3.5K2026-10-13
Fifth Third Bancorp
INCREASED4,4092,309+2,100+91%$117.1K$220.3K+$103.2K2026-11-05
Concurrent Investment Advisors, LLC
NEW4,393—+4,393——$219.5K—2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED3,1633,16300%$160.4K$158.1K-$2.3K2026-10-13
Parallel Advisors, LLC
DECREASED1,5102,315-805-35%$117.4K$75.4K-$42.0K2026-11-03
Trust Co of Vermont
UNCHANGED1,5001,50000%$76.1K$75.0K-$1.1K2026-10-21
Ascentis Independent Advisors
NEW1,033—+1,033——$51.6K—2026-11-03
First Bancorp, Inc
NEW1,000—+1,000——$50.0K—2026-10-26
Larson Financial Group LLC
INCREASED1,000500+500+100%$25.4K$50.0K+$24.6K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED731355+376+106%$18.0K$36.5K+$18.5K2026-11-04
Westside Investment Management, Inc.
UNCHANGED70070000%$35.5K$35.0K-$5182026-11-02
CoreCap Advisors, LLC
NEW500—+500——$25.0K—2026-10-08
Eastern Bank
NEW495—+495——$24.7K—2026-10-05
Cassaday & Co Wealth Management LLC
NEW425—+425——$21.2K—2026-10-27
Nova Financial LLC
NEW400—+400——$20.0K—2026-11-04
Creative Financial Designs Inc
UNCHANGED31331300%$15.9K$15.6K-$2312026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED30730700%$15.6K$15.3K-$2272026-10-20
Jnba Financial Advisors
UNCHANGED23223200%$11.8K$11.6K-$1712026-11-03
Spire Wealth Management
INCREASED211199+12+6%$10.1K$10.6K+$4712026-10-30
Assetmark, Inc
UNCHANGED20020000%$10.1K$10.0K-$1482026-10-21
Farther Finance Advisors, LLC
DECREASED150309-159-51%$15.7K$7.5K-$8.2K2026-10-08
Montgomery Financial Services LLC
DECREASED119196-77-39%$9.9K$5.9K-$4.0K2026-11-03
Decker Retirement Planning Inc.
NEW95—+95——$4.7K—2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED202000%$1.0K$1.0K-$152026-11-03
Root Financial Partners, LLC
NEW1—+1——$65—2026-10-21
RMR Wealth Builders
CLOSED014,154-14,154-100%$717.7K$0-$717.7K2026-10-22
Perigon Wealth Management, LLC
CLOSED05,004-5,004-100%$253.7K$0-$253.7K2026-10-22
First Financial Group Corp
CLOSED04,000-4,000-100%$202.8K$0-$202.8K2026-10-22
Capital Investment Advisory Services, LLC
CLOSED03,996-3,996-100%$202.6K$0-$202.6K2026-10-30
AdvisorNet Financial, Inc
CLOSED01,597-1,597-100%$81.0K$0-$81.0K2026-10-15
Armstrong Advisory Group, Inc
CLOSED0389-389-100%$19.8K$0-$19.8K2026-10-09
Blue Bell Private Wealth Management, LLC
CLOSED0300-300-100%$15.2K$0-$15.2K2026-10-29
Morgan Stanley
N/A—1,430,397-1,430,397-100%$72.5M———
1607 Capital Partners, LLC
N/A—937,220-937,220-100%$47.5M———
Raymond James Financial Inc
N/A—787,619-787,619-100%$39.9M———
Karpus Management, Inc.
N/A—639,482-639,482-100%$32.4M———
Invesco Ltd.
N/A—483,275-483,275-100%$24.5M———
Z3 Capital Partners, LLC
N/A—391,338-391,338-100%$19.8M———
LPL Financial LLC
N/A—278,628-278,628-100%$14.1M———
Ameriprise Financial Inc
N/A—266,632-266,632-100%$13.5M———
Royal Bank of Canada
N/A—265,290-265,290-100%$13.5M———
Steward Partners Investment Advisory, LLC
N/A—211,966-211,966-100%$10.7M———
Bank of America Corp
N/A—198,501-198,501-100%$10.1M———
Janney Montgomery Scott LLC
N/A—154,103-154,103-100%$7.8M———
Osaic Holdings, Inc.
N/A—145,380-145,380-100%$7.4M———
First Trust Advisors LP
N/A—83,340-83,340-100%$4.2M———
UBS Group AG
N/A—82,906-82,906-100%$4.2M———
Cetera Investment Advisers
N/A—68,191-68,191-100%$3.5M———
Stifel Financial Corp
N/A—67,601-67,601-100%$3.4M———
Wealthspire Retirement, LLC
N/A—67,442-67,442-100%$3.4M———
Rockefeller Capital Management L.P.
N/A—39,824-39,824-100%$2.0M———
HighTower Advisors, LLC
N/A—38,983-38,983-100%$2.0M———
Jane Street Group, LLC
N/A—35,916-35,916-100%$1.8M———
Envestnet Asset Management Inc
N/A—34,704-34,704-100%$1.8M———
Mission Hills Financial Advisory, LLC
N/A—34,522-34,522-100%$1.8M———
Summit Financial, LLC
N/A—30,938-30,938-100%$1.6M———
PNC Financial Services Group, Inc.
N/A—22,739-22,739-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—20,994-20,994-100%$1.1M———
Harbour Investments, Inc.
N/A—18,447-18,447-100%$935.4K———
XTX Topco Ltd
N/A—17,987-17,987-100%$912.1K———
Merit Financial Group, LLC
N/A—17,066-17,066-100%$865.4K———
&partners
N/A—16,127-16,127-100%$817.9K———
Smith, Moore & Co.
N/A—15,493-15,493-100%$785.7K———
Hilltop Holdings Inc.
N/A—12,932-12,932-100%$655.7K———
Dakota Wealth Management
N/A—12,857-12,857-100%$652.0K———
Sanctuary Advisors, LLC
N/A—12,443-12,443-100%$631.0K———
Focus Partners Wealth
N/A—11,412-11,412-100%$578.7K———
Mutual Advisors, LLC
N/A—11,110-11,110-100%$563.4K———
Citadel Advisors LLC
N/A—10,022-10,022-100%$508.2K———
Arkadios Wealth Advisors
N/A—9,548-9,548-100%$484.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,417-9,417-100%$477.5K———
Stephens Inc
N/A—9,335-9,335-100%$473.4K———
Mpwm Advisory Solutions, LLC
N/A—8,736-8,736-100%$443.0K———
Great Valley Advisor Group, Inc.
N/A—8,670-8,670-100%$439.6K———
Faithward Advisors, LLC
N/A—8,650-8,650-100%$438.7K———
Mercer Global Advisors Inc
N/A—8,573-8,573-100%$434.7K———
Harbour Wealth Management Group, Inc.
N/A—8,231-8,231-100%$417.4K———
Private Advisor Group, LLC
N/A—7,180-7,180-100%$364.1K———
Readystate Asset Management LP
N/A—7,156-7,156-100%$362.9K———
Mariner, LLC
N/A—6,931-6,931-100%$351.5K———
Captrust Financial Advisors
N/A—6,676-6,676-100%$338.5K———
Symphony Financial Services, Inc.
N/A—6,583-6,583-100%$333.8K———
Brown Advisory Inc
N/A—5,136-5,136-100%$260.4K———
Mosaic Financial Group, LLC
N/A—5,004-5,004-100%$254.0K———
Empirical Asset Management, LLC
N/A—5,000-5,000-100%$253.6K———
Fort Point Capital Partners LLC
N/A—4,385-4,385-100%$222.4K———
Smartleaf Asset Management LLC
N/A—4,230-4,230-100%$207.5K———
Pine Valley Investments Ltd Liability Co
N/A—4,100-4,100-100%$207.9K———
Advisory Services Network, LLC
N/A—4,039-4,039-100%$204.8K———
Northwestern Mutual Wealth Management Co
N/A—3,183-3,183-100%$161.4K———
Wells Fargo & Company
N/A—2,952-2,952-100%$149.7K———
BFC Planning, Inc.
N/A—2,334-2,334-100%$118.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,334-2,334-100%$118.3K———
Huntington National Bank
N/A—2,100-2,100-100%$106.5K———
JPMorgan Chase & Co
N/A—1,394-1,394-100%$68.4K———
Global Retirement Partners, LLC
N/A—1,096-1,096-100%$55.6K———
Bessemer Group Inc
N/A—1,000-1,000-100%$51———
NewEdge Advisors, LLC
N/A—871-871-100%$44.2K———
Boreal Capital Management LLC
N/A—600-600-100%$30.4K———
Quantedge Capital Pte Ltd
N/A—500-500-100%$25.4K———
Monetary Management Group Inc
N/A—445-445-100%$22.6K———
Titan Wealth (CI) Ltd
N/A—420-420-100%$21.5K———
Capital Analysts, LLC
N/A—303-303-100%$15———
IFG Advisory, LLC
N/A—262-262-100%$13.3K———
Ancora Advisors LLCA
N/A—150-150-100%$7.6K———
Institute for Wealth Management, Llc.
N/A—150-150-100%$7.6K———
Boyd Watterson Asset Management LLC
N/A—96-96-100%$4.9K———
Tidemark, LLC
N/A—42-42-100%$2.1K———
Showing 146 of 146 institutions