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Calamos Convert Opport & Inc (CHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.A. Davidson & Co.
INCREASED
Shares1,113,916 from 1,105,418
Change+8,498 (+1%)
Value$12.7M (-$2.1M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares716,639 from 700,766
Change+15,873 (+2%)
Value$8.2M (-$1.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares583,629 from 563,686
Change+19,943 (+4%)
Value$6.7M (-$905.1K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares298,799 from 206,445
Change+92,354 (+45%)
Value$3.4M (+$640.7K)
Filed 2026-10-23
Marathon Strategic Advisors, LLC
INCREASED
Shares298,591 from 293,821
Change+4,770 (+2%)
Value$3.4M (-$536.1K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares291,248 from 237,341
Change+53,907 (+23%)
Value$3.3M (+$139.1K)
Filed 2026-10-26
Creekside Partners
DECREASED
Shares228,194 from 237,856
Change-9,662 (-4%)
Value$2.6M (-$588.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares145,881 from 148,918
Change-3,037 (-2%)
Value$1.7M (-$334.0K)
Filed 2026-11-02
Grange Capital, LLC
DECREASED
Shares137,103 from 146,012
Change-8,909 (-6%)
Value$1.6M (-$395.3K)
Filed 2026-10-20
PMG Family Office LLC
INCREASED
Shares100,512 from 100,303
Change+209 (+0%)
Value$1.1M (-$199.2K)
Filed 2026-10-19
Advisory Solutions Group, LLC
INCREASED
Shares99,023 from 82,718
Change+16,305 (+20%)
Value$1.1M (+$20.1K)
Filed 2026-10-14
Sovran Advisors, LLC
NEW
Shares88,655
Change+88,655
Value$988.5K
Filed 2026-11-02
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares77,082 from 77,082
Change0 (0%)
Value$881.0K (-$154.9K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares56,214 from 76,357
Change-20,143 (-26%)
Value$642.5K (-$383.7K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED
Shares52,833 from 55,109
Change-2,276 (-4%)
Value$603.9K (-$136.8K)
Filed 2026-10-30
KFA Private Wealth Group, LLC
INCREASED
Shares48,498 from 37,169
Change+11,329 (+30%)
Value$554.3K (+$54.8K)
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares45,195 from 36,684
Change+8,511 (+23%)
Value$516.6K (+$23.6K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares41,133 from 45,333
Change-4,200 (-9%)
Value$470.2K (-$139.1K)
Filed 2026-10-13
E&G Advisors, LLC
DECREASED
Shares34,602 from 34,902
Change-300 (-1%)
Value$395.5K (-$73.6K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares33,975 from 32,975
Change+1,000 (+3%)
Value$388.3K (-$54.8K)
Filed 2026-11-05
First Nebraska Trust Co
NEW
Shares33,760
Change+33,760
Value$385.9K
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares32,835 from 36,927
Change-4,092 (-11%)
Value$375.3K (-$121.0K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares31,888 from 31,247
Change+641 (+2%)
Value$364.5K (-$55.5K)
Filed 2026-10-23
Patten Group, Inc.
UNCHANGED
Shares29,246 from 29,246
Change0 (0%)
Value$334.3K (-$58.8K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares29,167 from 38,867
Change-9,700 (-25%)
Value$342.7K (-$179.3K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares28,568 from 28,015
Change+553 (+2%)
Value$326.5K (-$50.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares27,540 from 22,456
Change+5,084 (+23%)
Value$314.8K (+$13.0K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
UNCHANGED
Shares26,590 from 26,590
Change0 (0%)
Value$303.9K (-$53.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares24,830 from 23,617
Change+1,213 (+5%)
Value$282.3K (-$29.9K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares24,786 from 24,961
Change-175 (-1%)
Value$283.3K (-$52.2K)
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares18,542 from 18,472
Change+70 (+0%)
Value$211.9K (-$36.3K)
Filed 2026-10-23
Sunpointe, LLC
UNCHANGED
Shares17,745 from 17,745
Change0 (0%)
Value$202.8K (-$35.7K)
Filed 2026-10-22
Wedbush Securities Inc
UNCHANGED
Shares17,050 from 17,050
Change0 (0%)
Value$195.0K (-$34.0K)
Filed 2026-10-22
Novem Group
DECREASED
Shares16,577 from 16,592
Change-15 (0%)
Value$189.5K (-$33.5K)
Filed 2026-10-19
Clear Trail Advisors, LLC
DECREASED
Shares16,170 from 16,199
Change-29 (0%)
Value$184.8K (-$32.9K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares16,118
Change+16,118
Value$173
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares15,840 from 14,940
Change+900 (+6%)
Value$181.1K (-$19.7K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares15,650 from 16,550
Change-900 (-5%)
Value$178.9K (-$43.6K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
NEW
Shares13,776
Change+13,776
Value$157.5K
Filed 2026-10-21
San Luis Wealth Advisors LLC
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$154.9K (-$27.2K)
Filed 2026-10-27
Money Concepts Capital Corp
DECREASED
Shares13,536 from 13,799
Change-263 (-2%)
Value$154.7K (-$30.7K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares13,250 from 15,750
Change-2,500 (-16%)
Value$151.4K (-$60.2K)
Filed 2026-10-08
Clearwave Capital, LLC
UNCHANGED
Shares13,060 from 13,060
Change0 (0%)
Value$149.3K (-$26.3K)
Filed 2026-10-27
Carrera Capital Advisors
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$148.6K (-$26.1K)
Filed 2026-11-03
ProCore Advisors, LLC
INCREASED
Shares11,997 from 11,932
Change+65 (+1%)
Value$137.1K (-$23.2K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
UNCHANGED
Shares11,819 from 11,819
Change0 (0%)
Value$135.1K (-$23.8K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares11,545 from 14,138
Change-2,593 (-18%)
Value$132.0K (-$58.1K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares11,464 from 10,424
Change+1,040 (+10%)
Value$131.0K (-$9.1K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares10,843 from 10,807
Change+36 (+0%)
Value$123.9K (-$21.3K)
Filed 2026-10-28
Uniting Wealth Partners, LLC
NEW
Shares10,600
Change+10,600
Value$121.2K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares8,935 from 8,935
Change0 (0%)
Value$120.1K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares8,140 from 13,640
Change-5,500 (-40%)
Value$93.0K (-$90.3K)
Filed 2026-10-08
Barrett & Company, Inc.
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$88.6K (-$15.6K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$50.4K (-$8.9K)
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$49.1K (-$8.6K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$45.7K (-$8.0K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$27.4K (-$4.8K)
Filed 2026-10-15
Costello Asset Management, Inc
INCREASED
Shares2,339 from 2,303
Change+36 (+2%)
Value$26.7K (-$4.2K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$22.9K (-$4.0K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares1,617 from 1,582
Change+35 (+2%)
Value$18 (-$21.0K)
Filed 2026-10-02
Caldwell Trust Co
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$17.5K (-$3.1K)
Filed 2026-10-30
Gen-Wealth Partners Inc
DECREASED
Shares1,300 from 1,525
Change-225 (-15%)
Value$14.9K (-$5.6K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$12.8K (-$2.3K)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$12.5K (-$2.2K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$11.4K (-$2.0K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares500 from 3,000
Change-2,500 (-83%)
Value$5.7K (-$34.6K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$4.6K (-$808)
Filed 2026-10-13
Highline Wealth Partners LLC
NEW
Shares225
Change+225
Value$2.6K
Filed 2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$1.0K (-$177)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,695
Change-1,695 (-100%)
Value$0 (-$22.8K)
Filed 2026-11-06
Assetmark, Inc
CLOSED
Shares0 from 1,672
Change-1,672 (-100%)
Value$0 (-$22.5K)
Filed 2026-10-21
Trust Co of Vermont
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-10-05
Bank of America Corp
N/A
Shares— from 2,883,914
Change-2,883,914 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,574,530
Change-2,574,530 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,551,031
Change-1,551,031 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,362,840
Change-1,362,840 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 643,309
Change-643,309 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 640,127
Change-640,127 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 613,861
Change-613,861 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 533,895
Change-533,895 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 288,924
Change-288,924 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 273,702
Change-273,702 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 259,047
Change-259,047 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 222,047
Change-222,047 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 183,537
Change-183,537 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 168,723
Change-168,723 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 154,322
Change-154,322 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 141,775
Change-141,775 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 111,723
Change-111,723 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,903
Change-99,903 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 79,989
Change-79,989 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 71,052
Change-71,052 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 62,801
Change-62,801 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 60,670
Change-60,670 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 53,676
Change-53,676 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 50,598
Change-50,598 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 46,782
Change-46,782 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 37,474
Change-37,474 (-100%)
Value—
&partners
N/A
Shares— from 37,395
Change-37,395 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 36,688
Change-36,688 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 35,186
Change-35,186 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 34,855
Change-34,855 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,863
Change-33,863 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,098
Change-32,098 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,479
Change-30,479 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,804
Change-29,804 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 29,418
Change-29,418 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,306
Change-29,306 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 28,250
Change-28,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,092
Change-28,092 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 27,970
Change-27,970 (-100%)
Value—
Stephens Inc
N/A
Shares— from 27,569
Change-27,569 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,761
Change-25,761 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 24,293
Change-24,293 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,811
Change-23,811 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,654
Change-21,654 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,976
Change-19,976 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 18,305
Change-18,305 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,728
Change-15,728 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,610
Change-13,610 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,272
Change-13,272 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 12,550
Change-12,550 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,915
Change-11,915 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,824
Change-8,824 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
D.A. Davidson & Co.
INCREASED1,113,9161,105,418+8,498+1%$14.9M$12.7M-$2.1M2026-10-28
LPL Financial LLC
INCREASED716,639700,766+15,873+2%$9.4M$8.2M-$1.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED583,629563,686+19,943+4%$7.6M$6.7M-$905.1K2026-11-02
Samalin Investment Counsel, LLC
INCREASED298,799206,445+92,354+45%$2.8M$3.4M+$640.7K2026-10-23
Marathon Strategic Advisors, LLC
INCREASED298,591293,821+4,770+2%$3.9M$3.4M-$536.1K2026-10-20
Oppenheimer & Co Inc
INCREASED291,248237,341+53,907+23%$3.2M$3.3M+$139.1K2026-10-26
Creekside Partners
DECREASED228,194237,856-9,662-4%$3.2M$2.6M-$588.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED145,881148,918-3,037-2%$2.0M$1.7M-$334.0K2026-11-02
Grange Capital, LLC
DECREASED137,103146,012-8,909-6%$2.0M$1.6M-$395.3K2026-10-20
PMG Family Office LLC
INCREASED100,512100,303+209+0%$1.3M$1.1M-$199.2K2026-10-19
Advisory Solutions Group, LLC
INCREASED99,02382,718+16,305+20%$1.1M$1.1M+$20.1K2026-10-14
Sovran Advisors, LLC
NEW88,655—+88,655——$988.5K—2026-11-02
Total Wealth Planning & Management, Inc.
UNCHANGED77,08277,08200%$1.0M$881.0K-$154.9K2026-10-23
Fifth Third Bancorp
DECREASED56,21476,357-20,143-26%$1.0M$642.5K-$383.7K2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED52,83355,109-2,276-4%$740.7K$603.9K-$136.8K2026-10-30
KFA Private Wealth Group, LLC
INCREASED48,49837,169+11,329+30%$499.6K$554.3K+$54.8K2026-10-07
Kestra Advisory Services, LLC
INCREASED45,19536,684+8,511+23%$493.0K$516.6K+$23.6K2026-11-02
Independent Financial Group, LLC
DECREASED41,13345,333-4,200-9%$609.3K$470.2K-$139.1K2026-10-13
E&G Advisors, LLC
DECREASED34,60234,902-300-1%$469.1K$395.5K-$73.6K2026-10-13
Central Trust Co
INCREASED33,97532,975+1,000+3%$443.2K$388.3K-$54.8K2026-11-05
First Nebraska Trust Co
NEW33,760—+33,760——$385.9K—2026-10-30
Apollon Wealth Management, LLC
DECREASED32,83536,927-4,092-11%$496.3K$375.3K-$121.0K2026-10-23
Sigma Planning Corp
INCREASED31,88831,247+641+2%$420.0K$364.5K-$55.5K2026-10-23
Patten Group, Inc.
UNCHANGED29,24629,24600%$393.1K$334.3K-$58.8K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED29,16738,867-9,700-25%$522.0K$342.7K-$179.3K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED28,56828,015+553+2%$376.5K$326.5K-$50.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED27,54022,456+5,084+23%$301.8K$314.8K+$13.0K2026-10-16
PNC Financial Services Group, Inc.
UNCHANGED26,59026,59000%$357.4K$303.9K-$53.4K2026-11-06
International Assets Investment Management, LLC
INCREASED24,83023,617+1,213+5%$312.2K$282.3K-$29.9K2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED24,78624,961-175-1%$335.5K$283.3K-$52.2K2026-10-28
Wealth Effects LLC
INCREASED18,54218,472+70+0%$248.3K$211.9K-$36.3K2026-10-23
Sunpointe, LLC
UNCHANGED17,74517,74500%$238.5K$202.8K-$35.7K2026-10-22
Wedbush Securities Inc
UNCHANGED17,05017,05000%$229.0K$195.0K-$34.0K2026-10-22
Novem Group
DECREASED16,57716,592-150%$223.0K$189.5K-$33.5K2026-10-19
Clear Trail Advisors, LLC
DECREASED16,17016,199-290%$217.7K$184.8K-$32.9K2026-10-20
M Holdings Securities, Inc.
NEW16,118—+16,118——$173—2026-11-03
Pinnacle Associates LTD
INCREASED15,84014,940+900+6%$200.8K$181.1K-$19.7K2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED15,65016,550-900-5%$222.4K$178.9K-$43.6K2026-10-16
Axxcess Wealth Management, LLC
NEW13,776—+13,776——$157.5K—2026-10-21
San Luis Wealth Advisors LLC
UNCHANGED13,55513,55500%$182.2K$154.9K-$27.2K2026-10-27
Money Concepts Capital Corp
DECREASED13,53613,799-263-2%$185.5K$154.7K-$30.7K2026-11-06
CoreCap Advisors, LLC
DECREASED13,25015,750-2,500-16%$211.7K$151.4K-$60.2K2026-10-08
Clearwave Capital, LLC
UNCHANGED13,06013,06000%$175.5K$149.3K-$26.3K2026-10-27
Carrera Capital Advisors
UNCHANGED13,00013,00000%$174.7K$148.6K-$26.1K2026-11-03
ProCore Advisors, LLC
INCREASED11,99711,932+65+1%$160.4K$137.1K-$23.2K2026-10-14
Melfa Wealth Management, Inc.
UNCHANGED11,81911,81900%$158.8K$135.1K-$23.8K2026-11-06
Brookstone Capital Management
DECREASED11,54514,138-2,593-18%$190.0K$132.0K-$58.1K2026-10-22
Clearstead Advisors, LLC
INCREASED11,46410,424+1,040+10%$140.1K$131.0K-$9.1K2026-11-06
MGO One Seven LLC
INCREASED10,84310,807+36+0%$145.3K$123.9K-$21.3K2026-10-28
Uniting Wealth Partners, LLC
NEW10,600—+10,600——$121.2K—2026-11-06
Allworth Financial LP
UNCHANGED8,9358,93500%$120.1K$120.1K$02026-11-06
Farther Finance Advisors, LLC
DECREASED8,14013,640-5,500-40%$183.3K$93.0K-$90.3K2026-10-08
Barrett & Company, Inc.
UNCHANGED7,7507,75000%$104.2K$88.6K-$15.6K2026-10-22
Lanark Financial, Inc.
UNCHANGED4,4134,41300%$59.3K$50.4K-$8.9K2026-10-26
Clark Wealth Partners
UNCHANGED4,3004,30000%$57.8K$49.1K-$8.6K2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED4,0004,00000%$53.8K$45.7K-$8.0K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED2,4002,40000%$32.3K$27.4K-$4.8K2026-10-15
Costello Asset Management, Inc
INCREASED2,3392,303+36+2%$31.0K$26.7K-$4.2K2026-10-30
IFP Advisors, Inc
UNCHANGED2,0002,00000%$26.9K$22.9K-$4.0K2026-10-16
CX Institutional
INCREASED1,6171,582+35+2%$21.0K$18-$21.0K2026-10-02
Caldwell Trust Co
UNCHANGED1,5341,53400%$20.6K$17.5K-$3.1K2026-10-30
Gen-Wealth Partners Inc
DECREASED1,3001,525-225-15%$20.5K$14.9K-$5.6K2026-11-04
Compass Financial Management LLC
UNCHANGED1,1211,12100%$15.1K$12.8K-$2.3K2026-10-30
Center for Financial Planning, Inc.
UNCHANGED1,0941,09400%$14.7K$12.5K-$2.2K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED1,0001,00000%$13.4K$11.4K-$2.0K2026-10-14
Private Trust Co NA
DECREASED5003,000-2,500-83%$40.3K$5.7K-$34.6K2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED40240200%$5.4K$4.6K-$8082026-10-13
Highline Wealth Partners LLC
NEW225—+225——$2.6K—2026-10-19
JFS Wealth Advisors, LLC
UNCHANGED888800%$1.2K$1.0K-$1772026-11-03
Institute for Wealth Management, Llc.
CLOSED01,695-1,695-100%$22.8K$0-$22.8K2026-11-06
Assetmark, Inc
CLOSED01,672-1,672-100%$22.5K$0-$22.5K2026-10-21
Trust Co of Vermont
CLOSED0715-715-100%$9.6K$0-$9.6K2026-10-21
Blue Trust, Inc.
CLOSED0227-227-100%$3.0K$0-$3.0K2026-10-15
Buck Wealth Strategies, LLC
CLOSED0200-200-100%$2.7K$0-$2.7K2026-10-28
Eastern Bank
UNCHANGED000—$4$4$02026-10-05
Bank of America Corp
N/A—2,883,914-2,883,914-100%$38.8M———
UBS Group AG
N/A—2,574,530-2,574,530-100%$34.6M———
Morgan Stanley
N/A—1,551,031-1,551,031-100%$20.8M———
Wells Fargo & Company
N/A—1,362,840-1,362,840-100%$18.3M———
Guggenheim Capital LLC
N/A—643,309-643,309-100%$8.6M———
Ameriprise Financial Inc
N/A—640,127-640,127-100%$8.6M———
Baird Financial Group, Inc.
N/A—613,861-613,861-100%$8.3M———
Advisors Asset Management, Inc.
N/A—533,895-533,895-100%$7.2M———
Raymond James Financial Inc
N/A—288,924-288,924-100%$3.9M———
Harbour Investments, Inc.
N/A—273,702-273,702-100%$3.7M———
Osaic Holdings, Inc.
N/A—259,047-259,047-100%$3.5M———
Royal Bank of Canada
N/A—222,047-222,047-100%$3.0M———
Cetera Investment Advisers
N/A—183,537-183,537-100%$2.5M———
NewEdge Advisors, LLC
N/A—168,723-168,723-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—154,322-154,322-100%$2.1M———
Focus Partners Wealth
N/A—141,775-141,775-100%$1.9M———
Everstar Asset Management, LLC
N/A—111,723-111,723-100%$1.5M———
Stifel Financial Corp
N/A—99,903-99,903-100%$1.3M———
Janney Montgomery Scott LLC
N/A—79,989-79,989-100%$1.1M———
Cohen & Steers, Inc.
N/A—75,000-75,000-100%$1.0M———
IHT Wealth Management, LLC
N/A—71,052-71,052-100%$954.9K———
SEI Investments Co
N/A—62,801-62,801-100%$844.0K———
Mutual Advisors, LLC
N/A—60,670-60,670-100%$815.4K———
SAM Advisors, LLC
N/A—53,676-53,676-100%$721.4K———
Captrust Financial Advisors
N/A—50,598-50,598-100%$680.0K———
Northern Trust Corp
N/A—46,782-46,782-100%$628.8K———
Geneos Wealth Management Inc.
N/A—37,474-37,474-100%$503.7K———
&partners
N/A—37,395-37,395-100%$502.6K———
CreativeOne Wealth, LLC
N/A—36,688-36,688-100%$493.1K———
Jaffetilchin Investment Partners, LLC
N/A—35,186-35,186-100%$472.9K———
NorthRock Partners, LLC
N/A—34,855-34,855-100%$468.5K———
Benjamin Edwards Inc
N/A—33,863-33,863-100%$455.1K———
Arax Advisory Partners
N/A—32,098-32,098-100%$431.4K———
Private Advisor Group, LLC
N/A—30,479-30,479-100%$409.6K———
PFG Investments, LLC
N/A—29,804-29,804-100%$400.6K———
DF Dent & Co Inc
N/A—29,418-29,418-100%$395.4K———
Sanctuary Advisors, LLC
N/A—29,306-29,306-100%$393.9K———
Game Plan Financial Advisors, LLC
N/A—28,250-28,250-100%$379.7K———
Mariner, LLC
N/A—28,092-28,092-100%$377.6K———
Founders Financial Alliance, LLC
N/A—27,970-27,970-100%$375.9K———
Stephens Inc
N/A—27,569-27,569-100%$370.5K———
XTX Topco Ltd
N/A—25,761-25,761-100%$346.2K———
Hollencrest Capital Management
N/A—24,293-24,293-100%$326.5K———
HighTower Advisors, LLC
N/A—23,811-23,811-100%$320.0K———
MML Investors Services, LLC
N/A—21,654-21,654-100%$291.0K———
Envestnet Asset Management Inc
N/A—19,976-19,976-100%$268.5K———
EP Wealth Advisors, LLC
N/A—18,682-18,682-100%$251.1K———
Hilltop Partners LLC
N/A—18,305-18,305-100%$246.0K———
Cerity Partners LLC
N/A—15,728-15,728-100%$211.4K———
Beacon Pointe Advisors, LLC
N/A—13,610-13,610-100%$182.9K———
Kovack Advisors, Inc.
N/A—13,272-13,272-100%$175.6K———
Nwam LLC
N/A—12,911-12,911-100%$173.5K———
one8zero8, LLC
N/A—12,550-12,550-100%$168.7K———
Palogic Value Management, L.P.
N/A—12,000-12,000-100%$161.3K———
Modern Wealth Management, LLC
N/A—11,915-11,915-100%$160.1K———
Continuum Advisory, LLC
N/A—10,713-10,713-100%$144.0K———
Northwestern Mutual Wealth Management Co
N/A—9,466-9,466-100%$127.2K———
Steward Partners Investment Advisory, LLC
N/A—8,824-8,824-100%$118.6K———
Jones Financial Companies Lllp
N/A—8,400-8,400-100%$109.0K———
Global Retirement Partners, LLC
N/A—7,513-7,513-100%$101.0K———
Monetary Management Group Inc
N/A—7,500-7,500-100%$100.8K———
Ameriflex Group, Inc.
N/A—3,700-3,700-100%$49.7K———
IFG Advisory, LLC
N/A—2,058-2,058-100%$27.7K———
Financial Gravity Companies, Inc.
N/A—1,520-1,520-100%$20.4K———
HHM Wealth Advisors, LLC
N/A—725-725-100%$9.7K———
Rothschild Investment LLC
N/A—662-662-100%$8.9K———
Twin Lakes Capital Management, LLC
N/A—341-341-100%$4.6K———
Huntington National Bank
N/A—1-1-100%$13———
Boreal Capital Management LLC
N/A—00—$856.4K———
Showing 144 of 144 institutions