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Bondbloxx BBG 6 MTH US Treas (XHLF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Q3 Asset Management
INCREASED
Shares6,044,444 from 5,434,650
Change+609,794 (+11%)
Value$303.5M (+$31.0M)
Filed 2026-11-06
Carrera Capital Advisors
INCREASED
Shares3,071,649 from 2,997,085
Change+74,564 (+2%)
Value$154.4M (+$3.6M)
Filed 2026-11-03
Tanager Wealth Management LLP
DECREASED
Shares745,650 from 970,303
Change-224,653 (-23%)
Value$37.5M (-$11.3M)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares330,104 from 308,141
Change+21,963 (+7%)
Value$16.6M (+$1.1M)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares307,779 from 294,518
Change+13,261 (+5%)
Value$15.4M (+$641.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares307,779 from 294,518
Change+13,261 (+5%)
Value$15.4M (+$641.7K)
Filed 2026-10-20
Total Investment Management Inc
DECREASED
Shares294,244 from 1,101,014
Change-806,770 (-73%)
Value$14.8M (-$40.6M)
Filed 2026-10-22
Pacific Sage Partners, LLC
NEW
Shares291,505
Change+291,505
Value$14.6M
Filed 2026-10-21
eCIO, Inc.
INCREASED
Shares276,625 from 180,392
Change+96,233 (+53%)
Value$13.9M (+$4.8M)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares262,019 from 301,901
Change-39,882 (-13%)
Value$13.2M (-$2.0M)
Filed 2026-10-23
Warren Street Wealth Advisors, LLC
INCREASED
Shares241,417 from 136,934
Change+104,483 (+76%)
Value$12.1M (+$5.2M)
Filed 2026-11-04
Laurel Wealth Advisors LLC
INCREASED
Shares179,030 from 166,800
Change+12,230 (+7%)
Value$9.0M (+$606.2K)
Filed 2026-10-27
Encompass More Asset Management
DECREASED
Shares132,564 from 203,535
Change-70,971 (-35%)
Value$6.7M (-$3.6M)
Filed 2026-10-16
North Forty Two & Co.
INCREASED
Shares121,885 from 119,610
Change+2,275 (+2%)
Value$6.1M (+$108.3K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares90,959
Change+90,959
Value$4.6M
Filed 2026-10-28
Bulwark Capital Corp
DECREASED
Shares83,236 from 94,661
Change-11,425 (-12%)
Value$4.2M (-$578.8K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
INCREASED
Shares79,872 from 78,993
Change+879 (+1%)
Value$4.0M (+$40.2K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares70,465 from 63,786
Change+6,679 (+10%)
Value$3.5M (+$332.8K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares61,798 from 64,354
Change-2,556 (-4%)
Value$3.1M (-$131.7K)
Filed 2026-10-21
S&A Financial Services, Inc.
DECREASED
Shares61,111 from 62,586
Change-1,475 (-2%)
Value$3.1M (-$77.3K)
Filed 2026-11-03
Strong Retirement Solutions LLC
INCREASED
Shares57,533 from 57,166
Change+367 (+1%)
Value$2.9M (+$15.6K)
Filed 2026-10-07
3Edge Asset Management, LP
INCREASED
Shares47,755 from 42,035
Change+5,720 (+14%)
Value$2.4M (+$285.3K)
Filed 2026-10-30
Blume Capital Management, Inc.
DECREASED
Shares44,507 from 48,814
Change-4,307 (-9%)
Value$2.2M (-$218.8K)
Filed 2026-10-26
Sweeney & Michel, LLC
INCREASED
Shares41,569 from 37,312
Change+4,257 (+11%)
Value$2.1M (+$215.4K)
Filed 2026-10-16
NewSquare Capital LLC
INCREASED
Shares36,888 from 21,731
Change+15,157 (+70%)
Value$1.9M (+$760.6K)
Filed 2026-11-06
Curry Webb Wealth Management LLC
UNCHANGED
Shares34,629 from 34,629
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares31,377 from 22,973
Change+8,404 (+37%)
Value$1.6M (+$421.2K)
Filed 2026-10-22
John W. Brooker & Co., CPAs
INCREASED
Shares30,356 from 24,762
Change+5,594 (+23%)
Value$1.5M (+$279.9K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
INCREASED
Shares29,343 from 25,329
Change+4,014 (+16%)
Value$1.5M (+$200.5K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares21,998 from 16,810
Change+5,188 (+31%)
Value$1.1M (+$259.9K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares18,511 from 14,183
Change+4,328 (+31%)
Value$930.2K (+$216.8K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
NEW
Shares16,736
Change+16,736
Value$841.0K
Filed 2026-10-22
Single Point Partners, LLC
DECREASED
Shares16,085 from 16,835
Change-750 (-4%)
Value$808.3K (-$38.5K)
Filed 2026-10-19
Able Financial Group, LLC
DECREASED
Shares13,108 from 21,102
Change-7,994 (-38%)
Value$658.7K (-$402.8K)
Filed 2026-10-14
Sugar Maple Asset Management, LLC
INCREASED
Shares12,744 from 12,531
Change+213 (+2%)
Value$640.4K (+$10.1K)
Filed 2026-10-13
KFG Wealth Management, LLC
UNCHANGED
Shares12,400 from 12,400
Change0 (0%)
Value$623.1K (-$620)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares11,248 from 11,319
Change-71 (-1%)
Value$565.2K (-$4.1K)
Filed 2026-10-15
Able Wealth Management LLC
DECREASED
Shares10,923 from 15,524
Change-4,601 (-30%)
Value$547.5K (-$233.4K)
Filed 2026-10-13
Holcombe Financial, Inc.
UNCHANGED
Shares10,165 from 10,165
Change0 (0%)
Value$510.8K (-$508)
Filed 2026-10-16
Financial Guidance Group, Inc.
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$482.4K (-$480)
Filed 2026-10-21
Ellis Investment Partners, LLC
DECREASED
Shares9,196 from 9,900
Change-704 (-7%)
Value$462.1K (-$35.9K)
Filed 2026-10-21
Argus Investors' Counsel, Inc.
INCREASED
Shares8,596 from 8,344
Change+252 (+3%)
Value$431.9K (+$12.2K)
Filed 2026-10-09
Apella Capital, LLC
NEW
Shares8,118
Change+8,118
Value$407.1K
Filed 2026-10-08
Laurel OAK Wealth Management, LLC
INCREASED
Shares7,662 from 6,399
Change+1,263 (+20%)
Value$385.0K (+$63.1K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares7,650 from 9,650
Change-2,000 (-21%)
Value$384.4K (-$101.0K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares6,906 from 9,129
Change-2,223 (-24%)
Value$347.0K (-$112.2K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares6,894 from 7,299
Change-405 (-6%)
Value$346.4K (-$20.7K)
Filed 2026-10-23
Oregon Pacific Wealth Management, LLC
DECREASED
Shares6,354 from 6,454
Change-100 (-2%)
Value$319.3K (-$5.3K)
Filed 2026-10-20
Old North State Wealth Management, LLC
NEW
Shares5,844
Change+5,844
Value$293.8K
Filed 2026-10-22
Salem Investment Counselors Inc
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$252.3K (-$251)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
NEW
Shares5,000
Change+5,000
Value$251.3K
Filed 2026-10-23
Meredith Wealth Planning
DECREASED
Shares4,935 from 6,081
Change-1,146 (-19%)
Value$248.0K (-$57.9K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,817 from 8,366
Change-3,549 (-42%)
Value$242.0K (-$179.0K)
Filed 2026-11-02
Astra Wealth Partners LLC
NEW
Shares4,555
Change+4,555
Value$228.9K
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares4,209 from 4,205
Change+4 (+0%)
Value$211.5K (-$9)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares4,024 from 4,008
Change+16 (+0%)
Value$202.2K (+$600)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares3,697 from 6,881
Change-3,184 (-46%)
Value$185.8K (-$160.3K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
DECREASED
Shares2,161 from 2,421
Change-260 (-11%)
Value$108.6K (-$13.1K)
Filed 2026-10-28
NBH Bank
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$70.4K (-$70)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,094
Change+1,094
Value$55.0K
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$41.0K (-$41)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares500 from 400
Change+100 (+25%)
Value$25.1K (+$5.0K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.0K (-$5)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares82 from 188
Change-106 (-56%)
Value$4.1K (-$5.3K)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares70
Change+70
Value$3.5K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$302
Filed 2026-10-21
Silver Grove Financial Group, Inc.
NEW
Shares2
Change+2
Value$77
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$50
Filed 2026-10-09
Cape Investment Advisory, Inc.
NEW
Shares0
Change0
Value$4
Filed 2026-10-13
Private Advisory Group LLC
CLOSED
Shares0 from 32,832
Change-32,832 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 21,312
Change-21,312 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
StoneX Group Inc.
CLOSED
Shares0 from 9,074
Change-9,074 (-100%)
Value$0 (-$456.7K)
Filed 2026-11-03
Lido Advisors, LLC
CLOSED
Shares0 from 8,208
Change-8,208 (-100%)
Value$0 (-$412.9K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 6,155
Change-6,155 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-19
Nemes Rush Group LLC
CLOSED
Shares0 from 4,507
Change-4,507 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-04
Matrix Trust Co
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$4)
Filed 2026-10-07
Potomac Fund Management Inc
N/A
Shares— from 7,802,882
Change-7,802,882 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,252,452
Change-1,252,452 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 885,367
Change-885,367 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 702,433
Change-702,433 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 612,547
Change-612,547 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 542,920
Change-542,920 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 498,806
Change-498,806 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 419,644
Change-419,644 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 378,300
Change-378,300 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 375,690
Change-375,690 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 348,553
Change-348,553 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 209,507
Change-209,507 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 180,178
Change-180,178 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 174,729
Change-174,729 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 155,058
Change-155,058 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 151,670
Change-151,670 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 140,248
Change-140,248 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 91,985
Change-91,985 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 81,513
Change-81,513 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 71,176
Change-71,176 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 70,214
Change-70,214 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 69,419
Change-69,419 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,893
Change-62,893 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 59,380
Change-59,380 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,771
Change-49,771 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 49,476
Change-49,476 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 48,441
Change-48,441 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 47,307
Change-47,307 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 36,480
Change-36,480 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 33,836
Change-33,836 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 20,439
Change-20,439 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,428
Change-20,428 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 16,239
Change-16,239 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,807
Change-15,807 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,278
Change-12,278 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,102
Change-11,102 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 7,838
Change-7,838 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 6,214
Change-6,214 (-100%)
Value—
Bank OZK
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 921
Change-921 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 809
Change-809 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
UBS Group AG
N/A
Shares— from 220
Change-220 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Q3 Asset Management
INCREASED6,044,4445,434,650+609,794+11%$272.5M$303.5M+$31.0M2026-11-06
Carrera Capital Advisors
INCREASED3,071,6492,997,085+74,564+2%$150.8M$154.4M+$3.6M2026-11-03
Tanager Wealth Management LLP
DECREASED745,650970,303-224,653-23%$48.8M$37.5M-$11.3M2026-10-19
Signal Advisors Wealth, LLC
INCREASED330,104308,141+21,963+7%$15.5M$16.6M+$1.1M2026-10-13
Diversify Advisory Services, LLC
INCREASED307,779294,518+13,261+5%$14.8M$15.4M+$641.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED307,779294,518+13,261+5%$14.8M$15.4M+$641.7K2026-10-20
Total Investment Management Inc
DECREASED294,2441,101,014-806,770-73%$55.4M$14.8M-$40.6M2026-10-22
Pacific Sage Partners, LLC
NEW291,505—+291,505——$14.6M—2026-10-21
eCIO, Inc.
INCREASED276,625180,392+96,233+53%$9.1M$13.9M+$4.8M2026-11-02
Evergreen Capital Management LLC
DECREASED262,019301,901-39,882-13%$15.2M$13.2M-$2.0M2026-10-23
Warren Street Wealth Advisors, LLC
INCREASED241,417136,934+104,483+76%$6.9M$12.1M+$5.2M2026-11-04
Laurel Wealth Advisors LLC
INCREASED179,030166,800+12,230+7%$8.4M$9.0M+$606.2K2026-10-27
Encompass More Asset Management
DECREASED132,564203,535-70,971-35%$10.2M$6.7M-$3.6M2026-10-16
North Forty Two & Co.
INCREASED121,885119,610+2,275+2%$6.0M$6.1M+$108.3K2026-10-19
Partners Wealth Management, LLC
NEW90,959—+90,959——$4.6M—2026-10-28
Bulwark Capital Corp
DECREASED83,23694,661-11,425-12%$4.8M$4.2M-$578.8K2026-10-13
Oliver Luxxe Assets LLC
INCREASED79,87278,993+879+1%$4.0M$4.0M+$40.2K2026-10-14
Sigma Planning Corp
INCREASED70,46563,786+6,679+10%$3.2M$3.5M+$332.8K2026-10-23
Measured Risk Portfolios, Inc.
DECREASED61,79864,354-2,556-4%$3.2M$3.1M-$131.7K2026-10-21
S&A Financial Services, Inc.
DECREASED61,11162,586-1,475-2%$3.1M$3.1M-$77.3K2026-11-03
Strong Retirement Solutions LLC
INCREASED57,53357,166+367+1%$2.9M$2.9M+$15.6K2026-10-07
3Edge Asset Management, LP
INCREASED47,75542,035+5,720+14%$2.1M$2.4M+$285.3K2026-10-30
Blume Capital Management, Inc.
DECREASED44,50748,814-4,307-9%$2.5M$2.2M-$218.8K2026-10-26
Sweeney & Michel, LLC
INCREASED41,56937,312+4,257+11%$1.9M$2.1M+$215.4K2026-10-16
NewSquare Capital LLC
INCREASED36,88821,731+15,157+70%$1.1M$1.9M+$760.6K2026-11-06
Curry Webb Wealth Management LLC
UNCHANGED34,62934,62900%$1.7M$1.7M$02026-10-22
Brookstone Capital Management
INCREASED31,37722,973+8,404+37%$1.2M$1.6M+$421.2K2026-10-22
John W. Brooker & Co., CPAs
INCREASED30,35624,762+5,594+23%$1.2M$1.5M+$279.9K2026-10-21
Acorn Financial Advisory Services Inc
INCREASED29,34325,329+4,014+16%$1.3M$1.5M+$200.5K2026-11-02
LPL Financial LLC
INCREASED21,99816,810+5,188+31%$845.5K$1.1M+$259.9K2026-11-06
Valmark Advisers, Inc.
INCREASED18,51114,183+4,328+31%$713.4K$930.2K+$216.8K2026-11-06
Sagespring Wealth Partners, LLC
NEW16,736—+16,736——$841.0K—2026-10-22
Single Point Partners, LLC
DECREASED16,08516,835-750-4%$846.8K$808.3K-$38.5K2026-10-19
Able Financial Group, LLC
DECREASED13,10821,102-7,994-38%$1.1M$658.7K-$402.8K2026-10-14
Sugar Maple Asset Management, LLC
INCREASED12,74412,531+213+2%$630.3K$640.4K+$10.1K2026-10-13
KFG Wealth Management, LLC
UNCHANGED12,40012,40000%$623.7K$623.1K-$6202026-10-16
WealthPlan Investment Management, LLC
DECREASED11,24811,319-71-1%$569.3K$565.2K-$4.1K2026-10-15
Able Wealth Management LLC
DECREASED10,92315,524-4,601-30%$780.9K$547.5K-$233.4K2026-10-13
Holcombe Financial, Inc.
UNCHANGED10,16510,16500%$511.3K$510.8K-$5082026-10-16
Financial Guidance Group, Inc.
UNCHANGED9,6009,60000%$482.9K$482.4K-$4802026-10-21
Ellis Investment Partners, LLC
DECREASED9,1969,900-704-7%$498.0K$462.1K-$35.9K2026-10-21
Argus Investors' Counsel, Inc.
INCREASED8,5968,344+252+3%$419.7K$431.9K+$12.2K2026-10-09
Apella Capital, LLC
NEW8,118—+8,118——$407.1K—2026-10-08
Laurel OAK Wealth Management, LLC
INCREASED7,6626,399+1,263+20%$321.9K$385.0K+$63.1K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED7,6509,650-2,000-21%$485.4K$384.4K-$101.0K2026-10-13
Zega Investments, LLC
DECREASED6,9069,129-2,223-24%$459.2K$347.0K-$112.2K2026-11-04
Sowell Financial Services LLC
DECREASED6,8947,299-405-6%$367.1K$346.4K-$20.7K2026-10-23
Oregon Pacific Wealth Management, LLC
DECREASED6,3546,454-100-2%$324.6K$319.3K-$5.3K2026-10-20
Old North State Wealth Management, LLC
NEW5,844—+5,844——$293.8K—2026-10-22
Salem Investment Counselors Inc
UNCHANGED5,0205,02000%$252.5K$252.3K-$2512026-10-13
Kingswood Wealth Advisors, LLC
NEW5,000—+5,000——$251.3K—2026-10-23
Meredith Wealth Planning
DECREASED4,9356,081-1,146-19%$305.9K$248.0K-$57.9K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED4,8178,366-3,549-42%$421.0K$242.0K-$179.0K2026-11-02
Astra Wealth Partners LLC
NEW4,555—+4,555——$228.9K—2026-11-06
Truist Financial Corp
INCREASED4,2094,205+4+0%$211.5K$211.5K-$92026-10-30
Commonwealth Equity Services, LLC
INCREASED4,0244,008+16+0%$201.6K$202.2K+$6002026-11-02
Farther Finance Advisors, LLC
DECREASED3,6976,881-3,184-46%$346.1K$185.8K-$160.3K2026-10-08
Buck Wealth Strategies, LLC
DECREASED2,1612,421-260-11%$121.8K$108.6K-$13.1K2026-10-28
NBH Bank
UNCHANGED1,4001,40000%$70.4K$70.4K-$702026-11-05
Latitude Advisors, LLC
NEW1,094—+1,094——$55.0K—2026-10-27
Mather Group, Llc.
UNCHANGED81581500%$41.0K$41.0K-$412026-10-14
IFP Advisors, Inc
INCREASED500400+100+25%$20.1K$25.1K+$5.0K2026-10-16
Creative Financial Designs Inc
UNCHANGED999900%$5.0K$5.0K-$52026-11-04
Compass Financial Management LLC
DECREASED82188-106-56%$9.5K$4.1K-$5.3K2026-10-30
Transce3nd, LLC
NEW70—+70——$3.5K—2026-10-26
Root Financial Partners, LLC
NEW6—+6——$302—2026-10-21
Silver Grove Financial Group, Inc.
NEW2—+2——$77—2026-11-05
GK Wealth Management LLC
NEW1—+1——$50—2026-10-09
Cape Investment Advisory, Inc.
NEW0—0——$4—2026-10-13
Private Advisory Group LLC
CLOSED032,832-32,832-100%$1.7M$0-$1.7M2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED021,312-21,312-100%$1.1M$0-$1.1M2026-10-09
StoneX Group Inc.
CLOSED09,074-9,074-100%$456.7K$0-$456.7K2026-11-03
Lido Advisors, LLC
CLOSED08,208-8,208-100%$412.9K$0-$412.9K2026-11-04
CFS Investment Advisory Services, LLC
CLOSED06,155-6,155-100%$308.9K$0-$308.9K2026-10-19
Nemes Rush Group LLC
CLOSED04,507-4,507-100%$226.7K$0-$226.7K2026-11-04
Matrix Trust Co
CLOSED072-72-100%$4$0-$42026-10-07
Potomac Fund Management Inc
N/A—7,802,882-7,802,882-100%$392.5M———
Bank of Montreal
N/A—1,252,452-1,252,452-100%$63.0M———
Bank of America Corp
N/A—885,367-885,367-100%$44.5M———
Royal Bank of Canada
N/A—702,433-702,433-100%$35.3M———
Pasadena Private Wealth, LLC
N/A—612,547-612,547-100%$30.8M———
Focus Partners Wealth
N/A—542,920-542,920-100%$27.3M———
JDM Financial Group LLC
N/A—498,806-498,806-100%$25.1M———
Goldman Sachs Group Inc
N/A—419,644-419,644-100%$21.1M———
Advisors Preferred, LLC
N/A—378,300-378,300-100%$19.0M———
Ameritas Advisory Services, LLC
N/A—375,690-375,690-100%$18.9M———
Silver OAK Securities, Incorporated
N/A—348,553-348,553-100%$17.5M———
Cambient Family Office, LLC
N/A—209,507-209,507-100%$10.5M———
Fairlight Advisors
N/A—180,178-180,178-100%$9.1M———
Stadion Money Management, LLC
N/A—174,729-174,729-100%$8.8M———
Morgan Stanley
N/A—155,058-155,058-100%$7.8M———
Cetera Investment Advisers
N/A—151,670-151,670-100%$7.6M———
Strait & Sound Wealth Management LLC
N/A—140,248-140,248-100%$7.1M———
MML Investors Services, LLC
N/A—91,985-91,985-100%$4.6M———
Aptus Capital Advisors, LLC
N/A—81,513-81,513-100%$4.1M———
Guardian Wealth Advisors, LLC / NC
N/A—71,176-71,176-100%$3.6M———
Star Financial Bank
N/A—70,214-70,214-100%$3.5M———
Susquehanna International Group, LLP
N/A—69,419-69,419-100%$3.5M———
Janney Montgomery Scott LLC
N/A—62,893-62,893-100%$3.2M———
Empowered Funds, LLC
N/A—59,380-59,380-100%$3.0M———
Envestnet Asset Management Inc
N/A—49,771-49,771-100%$2.5M———
Cary Street Partners Financial LLC
N/A—49,476-49,476-100%$2.5M———
Syon Capital LLC
N/A—48,441-48,441-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—47,307-47,307-100%$2.4M———
Hobbs Group Advisors, LLC
N/A—36,480-36,480-100%$1.8M———
West Michigan Advisors, LLC
N/A—33,836-33,836-100%$1.7M———
Tailwinds Wealth, LLC
N/A—20,439-20,439-100%$1.0M———
Cerity Partners LLC
N/A—20,428-20,428-100%$1.0M———
BlackDiamond Wealth Management, LLC
N/A—18,088-18,088-100%$908.0K———
Osaic Holdings, Inc.
N/A—16,388-16,388-100%$824.3K———
Teucrium Investment Advisors, LLC
N/A—16,239-16,239-100%$814.3K———
Global Retirement Partners, LLC
N/A—15,807-15,807-100%$795.1K———
Stonebrook Private Inc.
N/A—13,944-13,944-100%$701.4K———
Harvest Investment Services, LLC
N/A—12,278-12,278-100%$617.6K———
Orion Porfolio Solutions, LLC
N/A—12,163-12,163-100%$611.8K———
Belpointe Asset Management LLC
N/A—11,618-11,618-100%$584.4K———
Harbour Investments, Inc.
N/A—11,102-11,102-100%$558.4K———
Greenline Partners, LLC
N/A—10,439-10,439-100%$525.1K———
Centaurus Financial, Inc.
N/A—10,332-10,332-100%$520.0K———
Note Advisors, LLC
N/A—9,416-9,416-100%$473.6K———
Genesis Wealth Advisors, LLC
N/A—7,838-7,838-100%$394.3K———
Astoria Portfolio Advisors Llc.
N/A—7,698-7,698-100%$387.2K———
Foundations Investment Advisors, LLC
N/A—7,089-7,089-100%$356.6K———
EP Wealth Advisors, LLC
N/A—6,574-6,574-100%$330.6K———
Vermillion & White Wealth Management Group, LLC
N/A—6,214-6,214-100%$312.6K———
Bank OZK
N/A—5,627-5,627-100%$283.0K———
JPMorgan Chase & Co
N/A—5,619-5,619-100%$282.6K———
Citadel Advisors LLC
N/A—5,594-5,594-100%$281.4K———
Traub Capital Management LLC
N/A—5,535-5,535-100%$278.4K———
Westfuller Advisors, LLC
N/A—5,039-5,039-100%$253.4K———
Bravias Capital Group, LLC
N/A—4,680-4,680-100%$235.4K———
Raymond James Financial Inc
N/A—4,597-4,597-100%$231.2K———
RWA Wealth Partners, LLC
N/A—4,583-4,583-100%$230.5K———
Maripau Wealth Management LLC
N/A—4,397-4,397-100%$221.2K———
Stifel Financial Corp
N/A—4,105-4,105-100%$206.5K———
Smith, Moore & Co.
N/A—4,000-4,000-100%$201.2K———
AE Wealth Management LLC
N/A—1,414-1,414-100%$71.1K———
Rothschild Investment LLC
N/A—990-990-100%$49.8K———
Northwestern Mutual Wealth Management Co
N/A—921-921-100%$46.3K———
ST Germain D J Co Inc
N/A—809-809-100%$40.7K———
Geneos Wealth Management Inc.
N/A—252-252-100%$12.7K———
UBS Group AG
N/A—220-220-100%$11.1K———
FMR LLC
N/A—1-1-100%$70———
Showing 143 of 143 institutions