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BlackRock SCI & Tech TRM TR (BSTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wedbush Securities Inc
INCREASED
Shares1,236,826 from 763,870
Change+472,956 (+62%)
Value$36.4M (+$13.4M)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares335,263 from 323,702
Change+11,561 (+4%)
Value$9.9M (+$142.7K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares312,187 from 257,568
Change+54,619 (+21%)
Value$9.2M (+$1.4M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares201,800 from 193,382
Change+8,418 (+4%)
Value$5.9M (+$129.7K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED
Shares190,230 from 190,304
Change-74 (0%)
Value$5.6M (-$118.3K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares184,827 from 176,994
Change+7,833 (+4%)
Value$5.5M (+$312.2K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares100,261 from 97,792
Change+2,469 (+3%)
Value$2.9M (+$13.0K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares91,975 from 91,500
Change+475 (+1%)
Value$2.7M (-$41.8K)
Filed 2026-10-13
TrueMark Investments, LLC
INCREASED
Shares68,035 from 64,075
Change+3,960 (+6%)
Value$2.0M (+$77.4K)
Filed 2026-11-05
PMG Family Office LLC
INCREASED
Shares58,427 from 57,799
Change+628 (+1%)
Value$1.7M (-$16.8K)
Filed 2026-10-19
Noble Wealth Management PBC
INCREASED
Shares48,250 from 48,025
Change+225 (+0%)
Value$1.4M (-$22.7K)
Filed 2026-10-01
Commonwealth Equity Services, LLC
DECREASED
Shares46,622 from 52,134
Change-5,512 (-11%)
Value$1.4M (-$194.0K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares46,616 from 44,315
Change+2,301 (+5%)
Value$1.4M (+$40.7K)
Filed 2026-10-19
Formidable Asset Management, LLC
DECREASED
Shares43,864 from 47,582
Change-3,718 (-8%)
Value$1.3M (+$263.3K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares42,380 from 42,292
Change+88 (+0%)
Value$1.2M (-$23.2K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares37,009 from 11,842
Change+25,167 (+213%)
Value$1.1M (+$733.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares31,595 from 13,139
Change+18,456 (+140%)
Value$929.5K (+$535.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares29,360 from 13,057
Change+16,303 (+125%)
Value$863.8K (+$471.7K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares26,512 from 26,361
Change+151 (+1%)
Value$780.0K (-$11.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares26,477 from 25,517
Change+960 (+4%)
Value$779.0K (+$12.7K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares25,181 from 23,960
Change+1,221 (+5%)
Value$740.8K (+$21.3K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares23,287 from 12,136
Change+11,151 (+92%)
Value$716.8K (+$352.3K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
DECREASED
Shares20,582 from 20,902
Change-320 (-2%)
Value$605.5K (-$22.2K)
Filed 2026-11-03
Indivisible Partners
DECREASED
Shares20,355 from 22,344
Change-1,989 (-9%)
Value$598.8K (-$72.2K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
NEW
Shares20,005
Change+20,005
Value$588.5K
Filed 2026-11-04
Anchor Capital Management Group Inc
DECREASED
Shares20,000 from 35,000
Change-15,000 (-43%)
Value$588.4K (-$462.7K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares18,710 from 18,705
Change+5 (+0%)
Value$550.4K (-$11.3K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,612 from 16,613
Change-1 (0%)
Value$489.0K (-$10.0K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
INCREASED
Shares15,456 from 14,525
Change+931 (+6%)
Value$454.7K (+$18.5K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares14,078 from 19,068
Change-4,990 (-26%)
Value$414.2K (-$158.4K)
Filed 2026-10-28
1900 Wealth Management LLC
UNCHANGED
Shares13,524 from 13,524
Change0 (0%)
Value$397.9K (-$8.3K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,385 from 12,696
Change+689 (+5%)
Value$393.8K (+$20.9K)
Filed 2026-10-13
Stockman Wealth Management, Inc.
INCREASED
Shares12,720 from 12,515
Change+205 (+2%)
Value$374.2K (-$1.6K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares12,352 from 12,122
Change+230 (+2%)
Value$363.4K (-$608)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$353.0K (-$7.3K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares11,581 from 7,947
Change+3,634 (+46%)
Value$340.7K (+$102.1K)
Filed 2026-11-04
Stablepoint Partners, LLC
DECREASED
Shares11,293 from 12,832
Change-1,539 (-12%)
Value$332.2K (-$53.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares11,007 from 11,796
Change-789 (-7%)
Value$323.8K (-$30.4K)
Filed 2026-11-06
Advocate Investing Services LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$303.0K (-$6.3K)
Filed 2026-10-26
Closed-End Fund Advisors, Inc.
DECREASED
Shares10,268 from 10,567
Change-299 (-3%)
Value$302.1K (-$15.2K)
Filed 2026-11-04
Sentinel Trust Co LBA
UNCHANGED
Shares10,022 from 10,022
Change0 (0%)
Value$295.0K (-$6.0K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares9,791 from 9,791
Change0 (0%)
Value$288.1K (-$6.0K)
Filed 2026-11-03
Left Brain Wealth Management, LLC
INCREASED
Shares9,568 from 7,838
Change+1,730 (+22%)
Value$281.5K (+$46.1K)
Filed 2026-10-28
Kathmere Capital Management, LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$273.6K (-$5.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
UNCHANGED
Shares9,263 from 9,263
Change0 (0%)
Value$272.5K (-$5.7K)
Filed 2026-10-16
Wealth Effects LLC
DECREASED
Shares8,719 from 8,890
Change-171 (-2%)
Value$256.5K (-$10.4K)
Filed 2026-10-23
Imc-Chicago, LLC
NEW
Shares8,354
Change+8,354
Value$245.8K
Filed 2026-11-05
Abel Hall, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$235.4K (-$4.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares7,617 from 11,285
Change-3,668 (-32%)
Value$235.3K (-$107.5K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
DECREASED
Shares6,975 from 7,255
Change-280 (-4%)
Value$205.2K (-$12.7K)
Filed 2026-11-06
Accredited Investor Services, LLC
NEW
Shares6,883
Change+6,883
Value$202.5K
Filed 2026-10-22
Fiduciary Financial Group, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$200.1K (-$4.1K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares3,688 from 3,457
Change+231 (+7%)
Value$108.5K (+$4.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares3,556 from 444
Change+3,112 (+701%)
Value$104.6K (+$91.3K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares2,465 from 2,492
Change-27 (-1%)
Value$72.5K (-$2.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares2,396
Change+2,396
Value$70.5K
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$61.3K ($0)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares2,016 from 1,135
Change+881 (+78%)
Value$59.3K (+$25.2K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares1,952
Change+1,952
Value$57.4K
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,924 from 2,292
Change-368 (-16%)
Value$56.6K (-$12.2K)
Filed 2026-10-27
First Bancorp, Inc
NEW
Shares1,610
Change+1,610
Value$47.4K
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares1,179 from 1,131
Change+48 (+4%)
Value$34.7K (+$718)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$34.0K (-$705)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares1,019 from 1,117
Change-98 (-9%)
Value$30.0K (-$3.6K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares892
Change+892
Value$26.2K
Filed 2026-10-27
Activest Wealth Management
DECREASED
Shares800 from 1,607
Change-807 (-50%)
Value$23.5K (-$24.7K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares723 from 712
Change+11 (+2%)
Value$21.3K (-$90)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$17.7K (-$366)
Filed 2026-10-27
United Community Bank
NEW
Shares303
Change+303
Value$8.9K
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$5.1K (-$107)
Filed 2026-10-23
Wolverine Asset Management LLC
CLOSED
Shares0 from 30,576
Change-30,576 (-100%)
Value$0 (-$918.2K)
Filed 2026-11-02
Choreo, LLC
CLOSED
Shares0 from 7,894
Change-7,894 (-100%)
Value$0 (-$237.1K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 6,250
Change-6,250 (-100%)
Value$0 (-$187.7K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 6,200
Change-6,200 (-100%)
Value$0 (-$186.2K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,089
Change-3,089 (-100%)
Value$0 (-$92.8K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 1,627
Change-1,627 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-09
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-13
US Bancorp \de\
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$20.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-08
GoalVest Advisory LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-02
Saba Capital Management, L.P.A
N/A
Shares— from 5,696,873
Change-5,696,873 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,336,626
Change-3,336,626 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,511,481
Change-1,511,481 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,132,868
Change-1,132,868 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 993,064
Change-993,064 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 941,190
Change-941,190 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 844,911
Change-844,911 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 677,993
Change-677,993 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 483,321
Change-483,321 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 316,562
Change-316,562 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 315,033
Change-315,033 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 283,241
Change-283,241 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 243,765
Change-243,765 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 167,198
Change-167,198 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 166,033
Change-166,033 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 150,764
Change-150,764 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 138,072
Change-138,072 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 132,500
Change-132,500 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 94,558
Change-94,558 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 93,497
Change-93,497 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,649
Change-75,649 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 56,833
Change-56,833 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,323
Change-56,323 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,776
Change-53,776 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 53,556
Change-53,556 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 52,501
Change-52,501 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 50,993
Change-50,993 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50,643
Change-50,643 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 38,501
Change-38,501 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,384
Change-38,384 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 37,720
Change-37,720 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 37,591
Change-37,591 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,585
Change-37,585 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,393
Change-33,393 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 33,198
Change-33,198 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 31,966
Change-31,966 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 31,811
Change-31,811 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,385
Change-31,385 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,012
Change-29,012 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 28,232
Change-28,232 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 26,810
Change-26,810 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,332
Change-24,332 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,283
Change-24,283 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,618
Change-22,618 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,026
Change-19,026 (-100%)
Value—
Quantedge Capital Pte Ltd
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,466
Change-13,466 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,633
Change-12,633 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
CSS LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,069
Change-11,069 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
&partners
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 807
Change-807 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 135
Change-135 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Wedbush Securities Inc
INCREASED1,236,826763,870+472,956+62%$22.9M$36.4M+$13.4M2026-10-22
Flagship Harbor Advisors, LLC
INCREASED335,263323,702+11,561+4%$9.7M$9.9M+$142.7K2026-10-26
Oppenheimer & Co Inc
INCREASED312,187257,568+54,619+21%$7.7M$9.2M+$1.4M2026-10-26
LPL Financial LLC
INCREASED201,800193,382+8,418+4%$5.8M$5.9M+$129.7K2026-11-06
Blue Bell Private Wealth Management, LLC
DECREASED190,230190,304-740%$5.7M$5.6M-$118.3K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED184,827176,994+7,833+4%$5.2M$5.5M+$312.2K2026-10-13
RFG Advisory, LLC
INCREASED100,26197,792+2,469+3%$2.9M$2.9M+$13.0K2026-11-03
Independent Financial Group, LLC
INCREASED91,97591,500+475+1%$2.7M$2.7M-$41.8K2026-10-13
TrueMark Investments, LLC
INCREASED68,03564,075+3,960+6%$1.9M$2.0M+$77.4K2026-11-05
PMG Family Office LLC
INCREASED58,42757,799+628+1%$1.7M$1.7M-$16.8K2026-10-19
Noble Wealth Management PBC
INCREASED48,25048,025+225+0%$1.4M$1.4M-$22.7K2026-10-01
Commonwealth Equity Services, LLC
DECREASED46,62252,134-5,512-11%$1.6M$1.4M-$194.0K2026-11-02
NWF Advisory Services Inc.
INCREASED46,61644,315+2,301+5%$1.3M$1.4M+$40.7K2026-10-19
Formidable Asset Management, LLC
DECREASED43,86447,582-3,718-8%$1.1M$1.3M+$263.3K2026-11-03
Apollon Wealth Management, LLC
INCREASED42,38042,292+88+0%$1.3M$1.2M-$23.2K2026-10-23
D.A. Davidson & Co.
INCREASED37,00911,842+25,167+213%$355.6K$1.1M+$733.2K2026-10-28
Kestra Advisory Services, LLC
INCREASED31,59513,139+18,456+140%$394.6K$929.5K+$535.0K2026-11-02
Creative Planning
INCREASED29,36013,057+16,303+125%$392.1K$863.8K+$471.7K2026-11-02
Compound Planning, Inc.
INCREASED26,51226,361+151+1%$791.6K$780.0K-$11.6K2026-11-05
Truist Financial Corp
INCREASED26,47725,517+960+4%$766.3K$779.0K+$12.7K2026-10-30
Focus Financial Network, Inc.
INCREASED25,18123,960+1,221+5%$719.5K$740.8K+$21.3K2026-10-14
Prevail Innovative Wealth Advisors, LLC
INCREASED23,28712,136+11,151+92%$364.4K$716.8K+$352.3K2026-10-20
Uhlmann Price Securities, LLC
DECREASED20,58220,902-320-2%$627.7K$605.5K-$22.2K2026-11-03
Indivisible Partners
DECREASED20,35522,344-1,989-9%$671.0K$598.8K-$72.2K2026-10-26
Allspring Global Investments Holdings, LLC
NEW20,005—+20,005——$588.5K—2026-11-04
Anchor Capital Management Group Inc
DECREASED20,00035,000-15,000-43%$1.1M$588.4K-$462.7K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED18,71018,705+5+0%$561.7K$550.4K-$11.3K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED16,61216,613-10%$499.0K$489.0K-$10.0K2026-11-02
Amplius Wealth Advisors, LLC
INCREASED15,45614,525+931+6%$436.2K$454.7K+$18.5K2026-10-20
MGO One Seven LLC
DECREASED14,07819,068-4,990-26%$572.6K$414.2K-$158.4K2026-10-28
1900 Wealth Management LLC
UNCHANGED13,52413,52400%$406.1K$397.9K-$8.3K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED13,38512,696+689+5%$372.9K$393.8K+$20.9K2026-10-13
Stockman Wealth Management, Inc.
INCREASED12,72012,515+205+2%$375.8K$374.2K-$1.6K2026-10-27
Merit Financial Group, LLC
INCREASED12,35212,122+230+2%$364.0K$363.4K-$6082026-11-06
Mather Group, Llc.
UNCHANGED12,00012,00000%$360.4K$353.0K-$7.3K2026-10-14
Citigroup Inc
INCREASED11,5817,947+3,634+46%$238.6K$340.7K+$102.1K2026-11-04
Stablepoint Partners, LLC
DECREASED11,29312,832-1,539-12%$385.3K$332.2K-$53.1K2026-11-03
PNC Financial Services Group, Inc.
DECREASED11,00711,796-789-7%$354.2K$323.8K-$30.4K2026-11-06
Advocate Investing Services LLC
UNCHANGED10,30010,30000%$309.3K$303.0K-$6.3K2026-10-26
Closed-End Fund Advisors, Inc.
DECREASED10,26810,567-299-3%$317.3K$302.1K-$15.2K2026-11-04
Sentinel Trust Co LBA
UNCHANGED10,02210,02200%$301.0K$295.0K-$6.0K2026-11-03
Biltmore Family Office, LLC
UNCHANGED9,7919,79100%$294.0K$288.1K-$6.0K2026-11-03
Left Brain Wealth Management, LLC
INCREASED9,5687,838+1,730+22%$235.4K$281.5K+$46.1K2026-10-28
Kathmere Capital Management, LLC
UNCHANGED9,3009,30000%$279.3K$273.6K-$5.7K2026-10-20
Concurrent Investment Advisors, LLC
UNCHANGED9,2639,26300%$278.2K$272.5K-$5.7K2026-10-16
Wealth Effects LLC
DECREASED8,7198,890-171-2%$267.0K$256.5K-$10.4K2026-10-23
Imc-Chicago, LLC
NEW8,354—+8,354——$245.8K—2026-11-05
Abel Hall, LLC
UNCHANGED8,0008,00000%$240.2K$235.4K-$4.9K2026-10-19
International Assets Investment Management, LLC
DECREASED7,61711,285-3,668-32%$342.8K$235.3K-$107.5K2026-11-02
Institute for Wealth Management, Llc.
DECREASED6,9757,255-280-4%$217.9K$205.2K-$12.7K2026-11-06
Accredited Investor Services, LLC
NEW6,883—+6,883——$202.5K—2026-10-22
Fiduciary Financial Group, LLC
UNCHANGED6,8006,80000%$204.2K$200.1K-$4.1K2026-10-13
Parallel Advisors, LLC
INCREASED3,6883,457+231+7%$103.8K$108.5K+$4.7K2026-11-03
Farther Finance Advisors, LLC
INCREASED3,556444+3,112+701%$13.3K$104.6K+$91.3K2026-10-08
Fifth Third Bancorp
DECREASED2,4652,492-27-1%$74.8K$72.5K-$2.3K2026-11-05
SJS Investment Consulting Inc.
NEW2,396—+2,396——$70.5K—2026-10-26
Allworth Financial LP
UNCHANGED2,0402,04000%$61.3K$61.3K$02026-11-06
Assetmark, Inc
INCREASED2,0161,135+881+78%$34.1K$59.3K+$25.2K2026-10-21
Root Financial Partners, LLC
NEW1,952—+1,952——$57.4K—2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED1,9242,292-368-16%$68.8K$56.6K-$12.2K2026-10-27
First Bancorp, Inc
NEW1,610—+1,610——$47.4K—2026-10-26
Lanark Financial, Inc.
INCREASED1,1791,131+48+4%$34.0K$34.7K+$7182026-10-26
Larson Financial Group LLC
UNCHANGED1,1551,15500%$34.7K$34.0K-$7052026-11-05
WPG Advisers, LLC
DECREASED1,0191,117-98-9%$33.5K$30.0K-$3.6K2026-10-27
Latitude Advisors, LLC
NEW892—+892——$26.2K—2026-10-27
Activest Wealth Management
DECREASED8001,607-807-50%$48.3K$23.5K-$24.7K2026-10-15
Ascentis Wealth Management, LLC
INCREASED723712+11+2%$21.4K$21.3K-$902026-11-03
North Star Investment Management Corp.
UNCHANGED60060000%$18.0K$17.7K-$3662026-10-27
United Community Bank
NEW303—+303——$8.9K—2026-10-28
Valley National Advisers Inc
UNCHANGED17517500%$5.3K$5.1K-$1072026-10-23
Wolverine Asset Management LLC
CLOSED030,576-30,576-100%$918.2K$0-$918.2K2026-11-02
Choreo, LLC
CLOSED07,894-7,894-100%$237.1K$0-$237.1K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED06,250-6,250-100%$187.7K$0-$187.7K2026-10-14
Wilmington Savings Fund Society, FSB
CLOSED06,200-6,200-100%$186.2K$0-$186.2K2026-10-23
AdvisorNet Financial, Inc
CLOSED03,089-3,089-100%$92.8K$0-$92.8K2026-10-15
Armstrong Advisory Group, Inc
CLOSED01,627-1,627-100%$48.9K$0-$48.9K2026-10-09
Salem Investment Counselors Inc
CLOSED01,500-1,500-100%$45.0K$0-$45.0K2026-10-13
US Bancorp \de\
CLOSED0680-680-100%$20.4K$0-$20.4K2026-11-05
CoreCap Advisors, LLC
CLOSED0562-562-100%$16.9K$0-$16.9K2026-10-08
GoalVest Advisory LLC
CLOSED0260-260-100%$7.8K$0-$7.8K2026-10-02
Saba Capital Management, L.P.A
N/A—5,696,873-5,696,873-100%$171.1M———
Morgan Stanley
N/A—3,336,626-3,336,626-100%$100.2M———
Rivernorth Capital Management, LLC
N/A—1,511,481-1,511,481-100%$45.4M———
UBS Group AG
N/A—1,132,868-1,132,868-100%$34.0M———
Bank of America Corp
N/A—993,064-993,064-100%$29.8M———
Raymond James Financial Inc
N/A—941,190-941,190-100%$28.3M———
Invesco Ltd.
N/A—844,911-844,911-100%$25.4M———
Lazard Asset Management LLC
N/A—677,993-677,993-100%$20.4M———
Karpus Management, Inc.
N/A—483,321-483,321-100%$14.5M———
Z3 Capital Partners, LLC
N/A—316,562-316,562-100%$9.5M———
Royal Bank of Canada
N/A—315,033-315,033-100%$9.5M———
Rockefeller Capital Management L.P.
N/A—283,241-283,241-100%$8.5M———
Steward Partners Investment Advisory, LLC
N/A—243,765-243,765-100%$7.3M———
Potrero Capital Research LLC
N/A—167,198-167,198-100%$5.0M———
Thomas J. Herzfeld Advisors, Inc.
N/A—166,033-166,033-100%$5.0M———
Osaic Holdings, Inc.
N/A—150,764-150,764-100%$4.5M———
Summit Financial, LLC
N/A—138,072-138,072-100%$4.1M———
1607 Capital Partners, LLC
N/A—132,500-132,500-100%$4.0M———
Stifel Financial Corp
N/A—94,558-94,558-100%$2.8M———
Sanctuary Advisors, LLC
N/A—93,497-93,497-100%$2.8M———
Intrepid Family Office LLC
N/A—80,000-80,000-100%$2.4M———
Cetera Investment Advisers
N/A—75,649-75,649-100%$2.3M———
Evolve Private Wealth, LLC
N/A—56,833-56,833-100%$1.7M———
Janney Montgomery Scott LLC
N/A—56,323-56,323-100%$1.7M———
Susquehanna International Group, LLP
N/A—53,776-53,776-100%$1.6M———
Family Manage LLC
N/A—53,556-53,556-100%$1.6M———
HighTower Advisors, LLC
N/A—52,501-52,501-100%$1.6M———
Atlas Wealth LLC
N/A—50,993-50,993-100%$1.5M———
Wells Fargo & Company
N/A—50,643-50,643-100%$1.5M———
WNY Asset Management, LLC
N/A—38,501-38,501-100%$1.2M———
NewEdge Advisors, LLC
N/A—38,384-38,384-100%$1.2M———
Ameriprise Financial Inc
N/A—37,720-37,720-100%$1.1M———
LM Advisors LLC
N/A—37,591-37,591-100%$1.1M———
Mercer Global Advisors Inc
N/A—37,585-37,585-100%$1.1M———
Jane Street Group, LLC
N/A—33,393-33,393-100%$1.0M———
Harbour Investments, Inc.
N/A—33,198-33,198-100%$996.9K———
Millennium Management LLC
N/A—31,966-31,966-100%$959.9K———
XTX Topco Ltd
N/A—31,811-31,811-100%$955.3K———
Quantinno Capital Management LP
N/A—31,385-31,385-100%$942.5K———
PFG Investments, LLC
N/A—29,012-29,012-100%$871.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—28,545-28,545-100%$857.2K———
BFC Planning, Inc.
N/A—28,545-28,545-100%$857.2K———
Fund Advisors of America Inc
N/A—28,232-28,232-100%$847.8K———
Almitas Capital LLC
N/A—26,810-26,810-100%$805.1K———
Citadel Advisors LLC
N/A—24,332-24,332-100%$730.7K———
HRT Financial LP
N/A—24,283-24,283-100%$729.0K———
AQR Capital Management LLC
N/A—22,618-22,618-100%$679.2K———
Mathes Company, Inc.
N/A—19,700-19,700-100%$592.0K———
Mariner, LLC
N/A—19,026-19,026-100%$571.4K———
Quantedge Capital Pte Ltd
N/A—19,000-19,000-100%$570.6K———
Spirepoint Private Client, LLC
N/A—17,380-17,380-100%$521.9K———
Delta Investment Management, LLC
N/A—13,600-13,600-100%$408.4K———
Dakota Wealth Management
N/A—13,466-13,466-100%$404.4K———
World Investment Advisors
N/A—12,964-12,964-100%$287.2K———
Captrust Financial Advisors
N/A—12,633-12,633-100%$379.4K———
Painted Porch Advisors LLC
N/A—12,504-12,504-100%$375.5K———
CSS LLC
N/A—12,306-12,306-100%$369.5K———
EP Wealth Advisors, LLC
N/A—12,163-12,163-100%$365.2K———
Focus Partners Wealth
N/A—11,069-11,069-100%$332.4K———
NewEdge Wealth, LLC
N/A—10,347-10,347-100%$310.7K———
&partners
N/A—8,564-8,564-100%$282.7K———
Global Retirement Partners, LLC
N/A—8,287-8,287-100%$248.9K———
Advisory Services Network, LLC
N/A—7,944-7,944-100%$238.6K———
Cresset Asset Management, LLC
N/A—7,665-7,665-100%$230.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,544-7,544-100%$226.5K———
Adalta Capital Management LLC
N/A—6,000-6,000-100%$180.2K———
Northwestern Mutual Wealth Management Co
N/A—5,838-5,838-100%$175.3K———
BlackRock, Inc.
N/A—5,000-5,000-100%$150.2K———
Arax Advisory Partners
N/A—1,250-1,250-100%$37.5K———
JPMorgan Chase & Co
N/A—807-807-100%$23.7K———
IFG Advisory, LLC
N/A—566-566-100%$17.0K———
Mark Sheptoff Financial Planning, LLC
N/A—556-556-100%$16.7K———
Osbon Capital Management LLC
N/A—468-468-100%$14.1K———
ST Germain D J Co Inc
N/A—450-450-100%$13.5K———
Operose Advisors LLC
N/A—303-303-100%$9.1K———
Swan Capital LLC
N/A—250-250-100%$7.5K———
Whittier Trust Co of Nevada Inc
N/A—228-228-100%$6.5K———
UBS Asset Management Americas LLC
N/A—187-187-100%$5.6K———
SouthState Bank Corp
N/A—135-135-100%$4.1K———
Hantz Financial Services, Inc.
N/A—10-10-100%$0———
Showing 160 of 160 institutions