Ishares DYN ACT ETF (BDYN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Park Avenue Securities LLC

INCREASED

Shares4,112,327 from 4,001,344

Change+110,983 (+3%)

Value$114.5M (+$3.5M)

Filed 2026-10-26

WBH Advisory Inc

INCREASED

Shares1,077,376 from 1,062,444

Change+14,932 (+1%)

Value$30.0M (+$522.9K)

Filed 2026-11-05

Keystone Global Partners, LLC

DECREASED

Shares572,234 from 686,808

Change-114,574 (-17%)

Value$15.9M (-$3.1M)

Filed 2026-10-13

Advisory Solutions Group, LLC

INCREASED

Shares239,772 from 236,069

Change+3,703 (+2%)

Value$6.7M (+$126.9K)

Filed 2026-10-14

Silverlake Wealth Management LLC

DECREASED

Shares182,824 from 184,677

Change-1,853 (-1%)

Value$5.1M (-$33.0K)

Filed 2026-10-21

B. Riley Wealth Advisors, Inc.

INCREASED

Shares150,238 from 95,756

Change+54,482 (+57%)

Value$4.2M (+$1.5M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares137,414 from 121,796

Change+15,618 (+13%)

Value$3.8M (+$447.0K)

Filed 2026-11-02

Strategic Blueprint, LLC

INCREASED

Shares122,442 from 119,247

Change+3,195 (+3%)

Value$3.4M (+$101.0K)

Filed 2026-10-22

RDA Financial Network

INCREASED

Shares118,292 from 113,173

Change+5,119 (+5%)

Value$3.3M (+$153.9K)

Filed 2026-10-15

Vise Technologies, Inc.

INCREASED

Shares113,758 from 41,170

Change+72,588 (+176%)

Value$3.2M (+$2.0M)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares82,602 from 89,371

Change-6,769 (-8%)

Value$2.3M (-$179.5K)

Filed 2026-11-02

Signature Estate & Investment Advisors LLC

INCREASED

Shares74,924 from 55,179

Change+19,745 (+36%)

Value$2.1M (+$555.3K)

Filed 2026-10-13

Two West Capital Advisors LLC

INCREASED

Shares68,350 from 67,781

Change+569 (+1%)

Value$1.9M (+$54.9K)

Filed 2026-10-15

Claro Advisors Inc.

INCREASED

Shares60,193 from 59,745

Change+448 (+1%)

Value$1.7M (+$18.5K)

Filed 2026-11-02

LongView Wealth Management

INCREASED

Shares58,314 from 57,950

Change+364 (+1%)

Value$1.6M (+$16.0K)

Filed 2026-10-19

Prospera Financial Services Inc

INCREASED

Shares55,637 from 23,147

Change+32,490 (+140%)

Value$1.5M (+$865.7K)

Filed 2026-11-04

Cpwa, LLC

INCREASED

Shares44,565 from 44,399

Change+166 (+0%)

Value$1.2M (+$18.0K)

Filed 2026-11-04

Merit Financial Group, LLC

INCREASED

Shares44,470 from 23,900

Change+20,570 (+86%)

Value$1.2M (+$575.1K)

Filed 2026-11-06

Milestone Asset Management Group, LLC

UNCHANGED

Shares40,904 from 40,904

Change0 (0%)

Value$1.1M (+$4.1K)

Filed 2026-10-20

Aegis Wealth Management, Inc.

INCREASED

Shares38,688 from 31,158

Change+7,530 (+24%)

Value$1.1M (+$212.8K)

Filed 2026-10-26

GC Wealth Management RIA, LLC

INCREASED

Shares28,070 from 25,079

Change+2,991 (+12%)

Value$781.5K (+$85.8K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares27,323 from 21,699

Change+5,624 (+26%)

Value$760.7K (+$158.8K)

Filed 2026-11-06

Magnus Financial Group LLC

INCREASED

Shares24,646 from 23,003

Change+1,643 (+7%)

Value$686.2K (+$48.1K)

Filed 2026-10-21

MSH Capital Advisors LLC

DECREASED

Shares23,725 from 28,482

Change-4,757 (-17%)

Value$660.5K (-$129.6K)

Filed 2026-11-03

Private Trust Co NA

INCREASED

Shares22,649 from 17,447

Change+5,202 (+30%)

Value$630.6K (+$146.6K)

Filed 2026-10-20

Elevation Wealth Management LLC

INCREASED

Shares19,424 from 16,836

Change+2,588 (+15%)

Value$540.8K (+$73.8K)

Filed 2026-11-02

Sowell Financial Services LLC

INCREASED

Shares19,065 from 11,275

Change+7,790 (+69%)

Value$530.8K (+$218.0K)

Filed 2026-10-23

Creative Financial Designs Inc

INCREASED

Shares19,015 from 16,436

Change+2,579 (+16%)

Value$529.4K (+$73.5K)

Filed 2026-11-04

SeaCrest Wealth Management, LLC

INCREASED

Shares18,078 from 18,074

Change+4 (+0%)

Value$503.3K (+$1.9K)

Filed 2026-10-21

Bank of New York Mellon Corp

NEW

Shares16,917

Change+16,917

Value$471.0K

Filed 2026-11-05

MCF Advisors LLC

NEW

Shares12,331

Change+12,331

Value$343.3K

Filed 2026-10-28

Fifth Third Securities, Inc.

NEW

Shares11,728

Change+11,728

Value$326.5K

Filed 2026-10-21

Kestra Advisory Services, LLC

NEW

Shares11,409

Change+11,409

Value$317.6K

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares10,798 from 9,134

Change+1,664 (+18%)

Value$301.5K (+$47.0K)

Filed 2026-10-13

Avantra Family Wealth, Inc.

INCREASED

Shares10,746 from 9,916

Change+830 (+8%)

Value$299.2K (+$24.1K)

Filed 2026-10-20

Sovran Advisors, LLC

DECREASED

Shares9,613 from 9,616

Change-3 (0%)

Value$266.5K (+$4.9K)

Filed 2026-11-02

One Advisory Partners, LLC

INCREASED

Shares9,439 from 9,355

Change+84 (+1%)

Value$262.8K (+$3.3K)

Filed 2026-10-22

Aries Wealth Management

UNCHANGED

Shares8,590 from 8,590

Change0 (0%)

Value$239.2K (+$866)

Filed 2026-10-23

One Wealth Capital Management, LLC

DECREASED

Shares8,529 from 18,838

Change-10,309 (-55%)

Value$237.4K (-$285.1K)

Filed 2026-10-23

Fiduciary Family Office, LLC

DECREASED

Shares7,606 from 8,903

Change-1,297 (-15%)

Value$211.8K (-$35.2K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares7,477 from 11,249

Change-3,772 (-34%)

Value$208.2K (-$103.9K)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares6,518 from 8,167

Change-1,649 (-20%)

Value$181.5K (-$45.1K)

Filed 2026-10-21

Signature Equity Partners, LLC

INCREASED

Shares5,170 from 3,388

Change+1,782 (+53%)

Value$143.9K (+$49.9K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares1,395 from 966

Change+429 (+44%)

Value$38.8K (+$12.0K)

Filed 2026-10-08

StoneX Group Inc.

CLOSED

Shares0 from 24,746

Change-24,746 (-100%)

Value$0 (-$686.5K)

Filed 2026-11-03

Archer Investment Management, LLC

CLOSED

Shares0 from 18,657

Change-18,657 (-100%)

Value$0 (-$517.5K)

Filed 2026-10-13

Atria Investments, Inc

CLOSED

Shares0 from 18,464

Change-18,464 (-100%)

Value$0 (-$512.2K)

Filed 2026-10-15

Elevated Financial Group LLC

CLOSED

Shares0 from 15,111

Change-15,111 (-100%)

Value$0 (-$419.2K)

Filed 2026-10-16

Kestra Investment Management, LLC

CLOSED

Shares0 from 14,282

Change-14,282 (-100%)

Value$0 (-$396.2K)

Filed 2026-11-04

Price Financial Group Wealth Management, Inc

CLOSED

Shares0 from 9,179

Change-9,179 (-100%)

Value$0 (-$254.6K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 7,315

Change-7,315 (-100%)

Value$0 (-$202.9K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 1,620

Change-1,620 (-100%)

Value$0 (-$44.7K)

Filed 2026-10-16

Golden State Wealth Management, LLC

CLOSED

Shares0 from 460

Change-460 (-100%)

Value$0 (-$12.8K)

Filed 2026-11-02

Envestnet Asset Management Inc

N/A

Shares— from 55,769,394

Change-55,769,394 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 20,603,661

Change-20,603,661 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,462,810

Change-12,462,810 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 9,105,098

Change-9,105,098 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,532,279

Change-5,532,279 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,212,850

Change-4,212,850 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,141,439

Change-3,141,439 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 1,153,632

Change-1,153,632 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 1,034,026

Change-1,034,026 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 929,681

Change-929,681 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 639,384

Change-639,384 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 473,249

Change-473,249 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 466,669

Change-466,669 (-100%)

Value—

Invst, LLC

N/A

Shares— from 408,876

Change-408,876 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 352,637

Change-352,637 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 294,897

Change-294,897 (-100%)

Value—

Beacon Bridge Wealth Partners, LLC

N/A

Shares— from 255,226

Change-255,226 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 242,188

Change-242,188 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 209,000

Change-209,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 178,558

Change-178,558 (-100%)

Value—

Payne Capital LLC

N/A

Shares— from 172,608

Change-172,608 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 161,892

Change-161,892 (-100%)

Value—

Wealthgarden F.S. LLC

N/A

Shares— from 109,650

Change-109,650 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 107,047

Change-107,047 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 78,102

Change-78,102 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 77,026

Change-77,026 (-100%)

Value—

Stonebrook Private Inc.

N/A

Shares— from 74,413

Change-74,413 (-100%)

Value—

Frisch Financial Group, Inc.

N/A

Shares— from 68,649

Change-68,649 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 68,597

Change-68,597 (-100%)

Value—

Resolute Wealth Advisor, Inc.

N/A

Shares— from 57,883

Change-57,883 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 56,551

Change-56,551 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 55,257

Change-55,257 (-100%)

Value—

OneAscent Family Office, LLC

N/A

Shares— from 49,721

Change-49,721 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 47,086

Change-47,086 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 41,166

Change-41,166 (-100%)

Value—

Freedom Investment Management, Inc.

N/A

Shares— from 39,972

Change-39,972 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 38,350

Change-38,350 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 37,501

Change-37,501 (-100%)

Value—

Fortis Advisors, LLC

N/A

Shares— from 36,994

Change-36,994 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 36,584

Change-36,584 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 35,992

Change-35,992 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,081

Change-34,081 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 32,256

Change-32,256 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 29,916

Change-29,916 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,922

Change-28,922 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 27,527

Change-27,527 (-100%)

Value—

Legacy Edge Advisors, LLC

N/A

Shares— from 25,791

Change-25,791 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 24,353

Change-24,353 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 23,209

Change-23,209 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 21,576

Change-21,576 (-100%)

Value—

Windsor Advisory Group, LLC

N/A

Shares— from 20,212

Change-20,212 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 19,618

Change-19,618 (-100%)

Value—

Nwam LLC

N/A

Shares— from 19,118

Change-19,118 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 18,735

Change-18,735 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 15,094

Change-15,094 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 14,727

Change-14,727 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,113

Change-14,113 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 13,546

Change-13,546 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 11,675

Change-11,675 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 10,785

Change-10,785 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,103

Change-9,103 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 8,444

Change-8,444 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,676

Change-7,676 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 7,450

Change-7,450 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 4,974

Change-4,974 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,315

Change-4,315 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 4,032

Change-4,032 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,868

Change-3,868 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,135

Change-3,135 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 3,081

Change-3,081 (-100%)

Value—

Wellington Grp LLC

N/A

Shares— from 2,429

Change-2,429 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,041

Change-1,041 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 924

Change-924 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 871

Change-871 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 625

Change-625 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 335

Change-335 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 298

Change-298 (-100%)

Value—

	Status
Park Avenue Securities LLC	INCREASED	4,112,327	4,001,344	+110,983	+3%	$111.0M	$114.5M	+$3.5M	2026-10-26
WBH Advisory Inc	INCREASED	1,077,376	1,062,444	+14,932	+1%	$29.5M	$30.0M	+$522.9K	2026-11-05
Keystone Global Partners, LLC	DECREASED	572,234	686,808	-114,574	-17%	$19.1M	$15.9M	-$3.1M	2026-10-13
Advisory Solutions Group, LLC	INCREASED	239,772	236,069	+3,703	+2%	$6.5M	$6.7M	+$126.9K	2026-10-14
Silverlake Wealth Management LLC	DECREASED	182,824	184,677	-1,853	-1%	$5.1M	$5.1M	-$33.0K	2026-10-21
B. Riley Wealth Advisors, Inc.	INCREASED	150,238	95,756	+54,482	+57%	$2.6M	$4.2M	+$1.5M	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	137,414	121,796	+15,618	+13%	$3.4M	$3.8M	+$447.0K	2026-11-02
Strategic Blueprint, LLC	INCREASED	122,442	119,247	+3,195	+3%	$3.3M	$3.4M	+$101.0K	2026-10-22
RDA Financial Network	INCREASED	118,292	113,173	+5,119	+5%	$3.1M	$3.3M	+$153.9K	2026-10-15
Vise Technologies, Inc.	INCREASED	113,758	41,170	+72,588	+176%	$1.1M	$3.2M	+$2.0M	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	82,602	89,371	-6,769	-8%	$2.5M	$2.3M	-$179.5K	2026-11-02
Signature Estate & Investment Advisors LLC	INCREASED	74,924	55,179	+19,745	+36%	$1.5M	$2.1M	+$555.3K	2026-10-13
Two West Capital Advisors LLC	INCREASED	68,350	67,781	+569	+1%	$1.9M	$1.9M	+$54.9K	2026-10-15
Claro Advisors Inc.	INCREASED	60,193	59,745	+448	+1%	$1.7M	$1.7M	+$18.5K	2026-11-02
LongView Wealth Management	INCREASED	58,314	57,950	+364	+1%	$1.6M	$1.6M	+$16.0K	2026-10-19
Prospera Financial Services Inc	INCREASED	55,637	23,147	+32,490	+140%	$642.1K	$1.5M	+$865.7K	2026-11-04
Cpwa, LLC	INCREASED	44,565	44,399	+166	+0%	$1.2M	$1.2M	+$18.0K	2026-11-04
Merit Financial Group, LLC	INCREASED	44,470	23,900	+20,570	+86%	$663.0K	$1.2M	+$575.1K	2026-11-06
Milestone Asset Management Group, LLC	UNCHANGED	40,904	40,904	0	0%	$1.1M	$1.1M	+$4.1K	2026-10-20
Aegis Wealth Management, Inc.	INCREASED	38,688	31,158	+7,530	+24%	$864.3K	$1.1M	+$212.8K	2026-10-26
GC Wealth Management RIA, LLC	INCREASED	28,070	25,079	+2,991	+12%	$695.7K	$781.5K	+$85.8K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	27,323	21,699	+5,624	+26%	$601.9K	$760.7K	+$158.8K	2026-11-06
Magnus Financial Group LLC	INCREASED	24,646	23,003	+1,643	+7%	$638.1K	$686.2K	+$48.1K	2026-10-21
MSH Capital Advisors LLC	DECREASED	23,725	28,482	-4,757	-17%	$790.1K	$660.5K	-$129.6K	2026-11-03
Private Trust Co NA	INCREASED	22,649	17,447	+5,202	+30%	$484.0K	$630.6K	+$146.6K	2026-10-20
Elevation Wealth Management LLC	INCREASED	19,424	16,836	+2,588	+15%	$467.0K	$540.8K	+$73.8K	2026-11-02
Sowell Financial Services LLC	INCREASED	19,065	11,275	+7,790	+69%	$312.8K	$530.8K	+$218.0K	2026-10-23
Creative Financial Designs Inc	INCREASED	19,015	16,436	+2,579	+16%	$455.9K	$529.4K	+$73.5K	2026-11-04
SeaCrest Wealth Management, LLC	INCREASED	18,078	18,074	+4	+0%	$501.4K	$503.3K	+$1.9K	2026-10-21
Bank of New York Mellon Corp	NEW	16,917	—	+16,917	—	—	$471.0K	—	2026-11-05
MCF Advisors LLC	NEW	12,331	—	+12,331	—	—	$343.3K	—	2026-10-28
Fifth Third Securities, Inc.	NEW	11,728	—	+11,728	—	—	$326.5K	—	2026-10-21
Kestra Advisory Services, LLC	NEW	11,409	—	+11,409	—	—	$317.6K	—	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	10,798	9,134	+1,664	+18%	$254.5K	$301.5K	+$47.0K	2026-10-13
Avantra Family Wealth, Inc.	INCREASED	10,746	9,916	+830	+8%	$275.1K	$299.2K	+$24.1K	2026-10-20
Sovran Advisors, LLC	DECREASED	9,613	9,616	-3	0%	$261.6K	$266.5K	+$4.9K	2026-11-02
One Advisory Partners, LLC	INCREASED	9,439	9,355	+84	+1%	$259.5K	$262.8K	+$3.3K	2026-10-22
Aries Wealth Management	UNCHANGED	8,590	8,590	0	0%	$238.3K	$239.2K	+$866	2026-10-23
One Wealth Capital Management, LLC	DECREASED	8,529	18,838	-10,309	-55%	$522.6K	$237.4K	-$285.1K	2026-10-23
Fiduciary Family Office, LLC	DECREASED	7,606	8,903	-1,297	-15%	$247.0K	$211.8K	-$35.2K	2026-11-04
Fifth Third Bancorp	DECREASED	7,477	11,249	-3,772	-34%	$312.0K	$208.2K	-$103.9K	2026-11-05
Assetmark, Inc	DECREASED	6,518	8,167	-1,649	-20%	$226.6K	$181.5K	-$45.1K	2026-10-21
Signature Equity Partners, LLC	INCREASED	5,170	3,388	+1,782	+53%	$94.0K	$143.9K	+$49.9K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	1,395	966	+429	+44%	$26.8K	$38.8K	+$12.0K	2026-10-08
StoneX Group Inc.	CLOSED	0	24,746	-24,746	-100%	$686.5K	$0	-$686.5K	2026-11-03
Archer Investment Management, LLC	CLOSED	0	18,657	-18,657	-100%	$517.5K	$0	-$517.5K	2026-10-13
Atria Investments, Inc	CLOSED	0	18,464	-18,464	-100%	$512.2K	$0	-$512.2K	2026-10-15
Elevated Financial Group LLC	CLOSED	0	15,111	-15,111	-100%	$419.2K	$0	-$419.2K	2026-10-16
Kestra Investment Management, LLC	CLOSED	0	14,282	-14,282	-100%	$396.2K	$0	-$396.2K	2026-11-04
Price Financial Group Wealth Management, Inc	CLOSED	0	9,179	-9,179	-100%	$254.6K	$0	-$254.6K	2026-11-02
J.W. Cole Advisors, Inc.	CLOSED	0	7,315	-7,315	-100%	$202.9K	$0	-$202.9K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	1,620	-1,620	-100%	$44.7K	$0	-$44.7K	2026-10-16
Golden State Wealth Management, LLC	CLOSED	0	460	-460	-100%	$12.8K	$0	-$12.8K	2026-11-02
Envestnet Asset Management Inc	N/A	—	55,769,394	-55,769,394	-100%	$1.5B	—	—	—
LPL Financial LLC	N/A	—	20,603,661	-20,603,661	-100%	$571.5M	—	—	—
MML Investors Services, LLC	N/A	—	12,462,810	-12,462,810	-100%	$345.7M	—	—	—
Wells Fargo & Company	N/A	—	9,105,098	-9,105,098	-100%	$252.6M	—	—	—
JPMorgan Chase & Co	N/A	—	5,532,279	-5,532,279	-100%	$152.2M	—	—	—
Cetera Investment Advisers	N/A	—	4,212,850	-4,212,850	-100%	$116.9M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,141,439	-3,141,439	-100%	$87.1M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	1,153,632	-1,153,632	-100%	$32.0M	—	—	—
NorthRock Partners, LLC	N/A	—	1,034,026	-1,034,026	-100%	$28.7M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	929,681	-929,681	-100%	$25.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	639,384	-639,384	-100%	$17.7M	—	—	—
Waverly Advisors, LLC	N/A	—	473,249	-473,249	-100%	$13.1M	—	—	—
World Investment Advisors	N/A	—	466,669	-466,669	-100%	$12.9M	—	—	—
Invst, LLC	N/A	—	408,876	-408,876	-100%	$11.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	352,637	-352,637	-100%	$9.8M	—	—	—
Regal Investment Advisors LLC	N/A	—	294,897	-294,897	-100%	$8.2M	—	—	—
Beacon Bridge Wealth Partners, LLC	N/A	—	255,226	-255,226	-100%	$7.1M	—	—	—
GeoWealth Management, LLC	N/A	—	242,188	-242,188	-100%	$6.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	209,000	-209,000	-100%	$5.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	178,558	-178,558	-100%	$5.0M	—	—	—
Payne Capital LLC	N/A	—	172,608	-172,608	-100%	$4.8M	—	—	—
Legacy Wealth Managment, LLC	N/A	—	161,892	-161,892	-100%	$4.5M	—	—	—
Wealthgarden F.S. LLC	N/A	—	109,650	-109,650	-100%	$3.0M	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	107,047	-107,047	-100%	$3.0M	—	—	—
Advisory Services Network, LLC	N/A	—	78,102	-78,102	-100%	$2.2M	—	—	—
GWN Securities Inc.	N/A	—	77,026	-77,026	-100%	$2.1M	—	—	—
Stonebrook Private Inc.	N/A	—	74,413	-74,413	-100%	$2.1M	—	—	—
Frisch Financial Group, Inc.	N/A	—	68,649	-68,649	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	68,597	-68,597	-100%	$1.9M	—	—	—
Resolute Wealth Advisor, Inc.	N/A	—	57,883	-57,883	-100%	$1.4M	—	—	—
Advyzon Investment Management, LLC	N/A	—	56,551	-56,551	-100%	$1.6M	—	—	—
Vantus Wealth LLC	N/A	—	55,257	-55,257	-100%	$1.5M	—	—	—
OneAscent Family Office, LLC	N/A	—	49,721	-49,721	-100%	$1.4M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	47,086	-47,086	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	41,166	-41,166	-100%	$1.1M	—	—	—
Freedom Investment Management, Inc.	N/A	—	39,972	-39,972	-100%	$1.1M	—	—	—
OneAscent Financial Services LLC	N/A	—	38,350	-38,350	-100%	$1.1M	—	—	—
Vertex Planning Partners, LLC	N/A	—	37,501	-37,501	-100%	$1.0M	—	—	—
Fortis Advisors, LLC	N/A	—	36,994	-36,994	-100%	$1.0M	—	—	—
IFG Advisory, LLC	N/A	—	36,584	-36,584	-100%	$1.0M	—	—	—
Private Advisor Group, LLC	N/A	—	35,992	-35,992	-100%	$998.4K	—	—	—
Ameriprise Financial Inc	N/A	—	34,081	-34,081	-100%	$945.4K	—	—	—
Advisors Capital Management, LLC	N/A	—	32,256	-32,256	-100%	$894.8K	—	—	—
WCG Wealth Advisors LLC	N/A	—	29,916	-29,916	-100%	$829.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	28,922	-28,922	-100%	$802.3K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	27,527	-27,527	-100%	$763.6K	—	—	—
Legacy Edge Advisors, LLC	N/A	—	25,791	-25,791	-100%	$715.4K	—	—	—
Financial Sense Advisors, Inc.	N/A	—	24,353	-24,353	-100%	$675.6K	—	—	—
Raymond James Financial Inc	N/A	—	23,209	-23,209	-100%	$643.8K	—	—	—
IHT Wealth Management, LLC	N/A	—	21,576	-21,576	-100%	$598.5K	—	—	—
Windsor Advisory Group, LLC	N/A	—	20,212	-20,212	-100%	$560.7K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	19,618	-19,618	-100%	$544.2K	—	—	—
Nwam LLC	N/A	—	19,118	-19,118	-100%	$530.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	18,735	-18,735	-100%	$519.7K	—	—	—
QRG Capital Management, Inc.	N/A	—	15,094	-15,094	-100%	$418.7K	—	—	—
Valmark Advisers, Inc.	N/A	—	14,727	-14,727	-100%	$408.5K	—	—	—
FMR LLC	N/A	—	14,113	-14,113	-100%	$391.5K	—	—	—
Wealthspire Advisors, LLC	N/A	—	13,546	-13,546	-100%	$375.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	11,675	-11,675	-100%	$321.2K	—	—	—
BlackRock, Inc.	N/A	—	10,785	-10,785	-100%	$299.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,103	-9,103	-100%	$252.5K	—	—	—
Continuum Advisory, LLC	N/A	—	8,444	-8,444	-100%	$234.2K	—	—	—
Bank of Montreal	N/A	—	7,676	-7,676	-100%	$212.9K	—	—	—
Modern Wealth Management, LLC	N/A	—	7,450	-7,450	-100%	$206.7K	—	—	—
Park Place Capital Corp	N/A	—	4,974	-4,974	-100%	$138.0K	—	—	—
Allworth Financial LP	N/A	—	4,315	-4,315	-100%	$119.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	4,032	-4,032	-100%	$111.8K	—	—	—
Morgan Stanley	N/A	—	3,868	-3,868	-100%	$107.3K	—	—	—
Royal Bank of Canada	N/A	—	3,135	-3,135	-100%	$87.0K	—	—	—
Orion Capital Management LLC	N/A	—	3,081	-3,081	-100%	$85.5K	—	—	—
Wellington Grp LLC	N/A	—	2,429	-2,429	-100%	$59.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,041	-1,041	-100%	$28.9K	—	—	—
BFC Planning, Inc.	N/A	—	924	-924	-100%	$25.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	871	-871	-100%	$24.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	625	-625	-100%	$17.3K	—	—	—
WealthShield Partners, LLC	N/A	—	335	-335	-100%	$9.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	298	-298	-100%	$8.3K	—	—	—

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