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Cambria Shareholder Yield ET (SYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Revolve Wealth Partners, LLC
INCREASED
Shares379,428 from 374,169
Change+5,259 (+1%)
Value$30.6M (+$986.2K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares337,058 from 425,132
Change-88,074 (-21%)
Value$27.2M (-$6.5M)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares250,673 from 280,981
Change-30,308 (-11%)
Value$20.2M (-$2.0M)
Filed 2026-10-27
Opus Capital Group, LLC
INCREASED
Shares241,345 from 239,067
Change+2,278 (+1%)
Value$19.5M (+$543.0K)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares215,270 from 216,923
Change-1,653 (-1%)
Value$17.3M (+$192.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares192,036 from 195,037
Change-3,001 (-2%)
Value$15.5M (+$51.4K)
Filed 2026-11-02
ALM First Financial Advisors, LLC
UNCHANGED
Shares177,700 from 177,700
Change0 (0%)
Value$5.3M (-$8.7M)
Filed 2026-10-13
Verum Partners LLC
DECREASED
Shares139,438 from 262,774
Change-123,336 (-47%)
Value$11.2M (-$9.5M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares136,089 from 130,292
Change+5,797 (+4%)
Value$11.0M (+$663.0K)
Filed 2026-10-22
Fermata Advisors, LLC
DECREASED
Shares97,488 from 99,792
Change-2,304 (-2%)
Value$7.9M (-$35.8K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares80,319 from 78,241
Change+2,078 (+3%)
Value$6.5M (+$285.1K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares73,165 from 71,427
Change+1,738 (+2%)
Value$5.9M (+$247.4K)
Filed 2026-10-30
DKM Wealth Management, Inc.
INCREASED
Shares72,964 from 72,214
Change+750 (+1%)
Value$5.9M (+$169.0K)
Filed 2026-10-09
Breakwater Capital Group
DECREASED
Shares66,500 from 70,058
Change-3,558 (-5%)
Value$5.4M (-$181.5K)
Filed 2026-10-09
Kesler, Norman & Wride, LLC
DECREASED
Shares53,454 from 53,864
Change-410 (-1%)
Value$4.3M (+$48.0K)
Filed 2026-11-06
Moneco Advisors, LLC
DECREASED
Shares50,048 from 51,266
Change-1,218 (-2%)
Value$4.0M (-$21.1K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares41,162 from 41,911
Change-749 (-2%)
Value$3.3M (+$2.7K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
INCREASED
Shares32,705 from 32,501
Change+204 (+1%)
Value$2.6M (+$65.2K)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares31,548 from 17,893
Change+13,655 (+76%)
Value$2.5M (+$1.1M)
Filed 2026-10-20
Aspect Partners, LLC
INCREASED
Shares27,440 from 25,374
Change+2,066 (+8%)
Value$2.2M (+$204.6K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares26,186 from 25,273
Change+913 (+4%)
Value$2.1M (+$111.6K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares25,962 from 25,302
Change+660 (+3%)
Value$2.1M (+$91.2K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares25,163 from 25,210
Change-47 (0%)
Value$2.0M (+$34.1K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares24,700 from 24,700
Change0 (0%)
Value$2.0M (+$46.5K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares23,590 from 25,803
Change-2,213 (-9%)
Value$1.9M (-$139.6K)
Filed 2026-10-28
Sherman Wealth Management LLC
INCREASED
Shares23,339 from 21,861
Change+1,478 (+7%)
Value$1.9M (+$152.0K)
Filed 2026-10-16
Nottingham Advisors, Inc.
UNCHANGED
Shares20,617 from 20,617
Change0 (0%)
Value$1.7M (-$27.0K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,608 from 22,258
Change-2,650 (-12%)
Value$1.6M (-$180.0K)
Filed 2026-11-02
Longview Financial Advisors, Inc.
DECREASED
Shares17,218 from 19,212
Change-1,994 (-10%)
Value$1.4M (-$131.8K)
Filed 2026-10-09
HB Wealth Management, LLC
NEW
Shares16,914
Change+16,914
Value$1.4M
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares16,630 from 16,564
Change+66 (+0%)
Value$1.3M (+$30.2K)
Filed 2026-11-03
Evanson Financial, LLC
UNCHANGED
Shares16,483 from 16,483
Change0 (0%)
Value$1.3M (+$24.8K)
Filed 2026-10-23
Southland Equity Partners LLC
DECREASED
Shares16,424 from 16,482
Change-58 (0%)
Value$1.3M (+$20.1K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares15,883 from 16,225
Change-342 (-2%)
Value$1.3M (-$3.2K)
Filed 2026-11-04
Comprehensive Wealth Management, LLC
DECREASED
Shares15,781 from 16,259
Change-478 (-3%)
Value$1.3M (-$14.1K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares14,390 from 14,711
Change-321 (-2%)
Value$1.2M (-$3.8K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares14,351 from 14,391
Change-40 (0%)
Value$1.2M (+$18.4K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares14,199 from 16,193
Change-1,994 (-12%)
Value$1.1M (-$136.4K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares12,005 from 12,004
Change+1 (+0%)
Value$980.3K (+$17.1K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares9,434 from 9,414
Change+20 (+0%)
Value$760.3K (+$15.7K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
INCREASED
Shares9,388 from 9,386
Change+2 (+0%)
Value$756.6K (+$14.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares8,571 from 7,727
Change+844 (+11%)
Value$690.7K (+$79.6K)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares7,911 from 7,864
Change+47 (+1%)
Value$637.6K (+$15.6K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares7,539 from 7,277
Change+262 (+4%)
Value$607.6K (+$32.1K)
Filed 2026-10-14
Wealth Management Partners, LLC
INCREASED
Shares6,768 from 6,623
Change+145 (+2%)
Value$545.5K (+$21.6K)
Filed 2026-10-21
Astra Wealth Partners LLC
UNCHANGED
Shares6,583 from 6,583
Change0 (0%)
Value$530.5K (+$9.9K)
Filed 2026-11-06
Cowa, LLC
DECREASED
Shares6,227 from 13,805
Change-7,578 (-55%)
Value$501.8K (-$590.0K)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares6,000
Change+6,000
Value$484.0K
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares5,727 from 5,455
Change+272 (+5%)
Value$461.6K (+$30.2K)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares5,003 from 5,165
Change-162 (-3%)
Value$403.2K (-$5.3K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$394.2K (-$11.7K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares4,686 from 5,286
Change-600 (-11%)
Value$377.6K (-$40.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares4,299 from 5,417
Change-1,118 (-21%)
Value$346.5K (-$82.2K)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
DECREASED
Shares4,250 from 5,350
Change-1,100 (-21%)
Value$342.0K (-$81.0K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares4,191 from 4,260
Change-69 (-2%)
Value$337.8K (+$843)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$334.0K (+$4.4K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares4,099 from 4,096
Change+3 (+0%)
Value$330.3K (+$6.3K)
Filed 2026-10-22
Manchester Financial Inc
INCREASED
Shares4,071 from 4,061
Change+10 (+0%)
Value$328.1K (+$6.9K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares3,828 from 4,149
Change-321 (-8%)
Value$330.2K (-$21.8K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares3,667 from 3,721
Change-54 (-1%)
Value$295.5K (+$1.2K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares3,648 from 3,470
Change+178 (+5%)
Value$294.0K (+$20.0K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares3,646 from 1,190
Change+2,456 (+206%)
Value$293.8K (+$199.7K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares3,554 from 2,567
Change+987 (+38%)
Value$286.0K (+$83.0K)
Filed 2026-10-26
Valued Retirements, Inc.
DECREASED
Shares3,493 from 6,496
Change-3,003 (-46%)
Value$281.5K (-$232.2K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares3,455 from 3,500
Change-45 (-1%)
Value$278.4K (+$1.6K)
Filed 2026-11-06
IFS Advisors, LLC
NEW
Shares3,402
Change+3,402
Value$274.2K
Filed 2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares3,335 from 3,318
Change+17 (+1%)
Value$268.8K (+$6.4K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares3,303 from 3,810
Change-507 (-13%)
Value$266 (-$300.7K)
Filed 2026-10-02
StoneX Group Inc.
DECREASED
Shares3,262 from 3,335
Change-73 (-2%)
Value$262.9K (-$917)
Filed 2026-11-03
Creative Planning
NEW
Shares3,245
Change+3,245
Value$261.5K
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares3,069 from 3,066
Change+3 (+0%)
Value$247.3K (+$4.8K)
Filed 2026-11-06
Beacon Financial Advisory LLC
INCREASED
Shares3,036 from 3,023
Change+13 (+0%)
Value$244.7K (+$5.6K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED
Shares2,725 from 2,733
Change-8 (0%)
Value$219.6K (+$3.5K)
Filed 2026-10-30
RFG Holdings, Inc.
INCREASED
Shares2,715 from 2,701
Change+14 (+1%)
Value$218.8K (+$5.2K)
Filed 2026-10-30
Russell Investments Group, Ltd.
NEW
Shares2,685
Change+2,685
Value$216.4K
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,878 from 1,891
Change-13 (-1%)
Value$151.3K (+$1.8K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$134.6K (+$2.5K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$124.9K (+$2.3K)
Filed 2026-10-20
True Wealth Design, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$105.6K (+$2.0K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$102.3K ($0)
Filed 2026-11-06
Accordant Advisory Group Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$80.6K (+$1.5K)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$57.2K (+$1.1K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares576 from 657
Change-81 (-12%)
Value$46.4K (-$5.5K)
Filed 2026-10-21
Entrust Financial LLC
NEW
Shares500
Change+500
Value$40.3K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares357
Change+357
Value$28.8K
Filed 2026-10-21
Ameliora Wealth Management Ltd.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$24.4K (+$456)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares280 from 278
Change+2 (+1%)
Value$23 (-$22.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$9.7K (+$181)
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares116
Change+116
Value$9.3K
Filed 2026-11-06
Nova Financial LLC
NEW
Shares80
Change+80
Value$6.4K
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares77
Change+77
Value$6.2K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares58
Change+58
Value$4.7K
Filed 2026-10-27
Yankcom Partnership
NEW
Shares26
Change+26
Value$2.1K
Filed 2026-10-15
Costello Asset Management, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.9K (+$46)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.1K (+$21)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$484 (+$9)
Filed 2026-11-03
Signature Equity Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$484 (+$9)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 2,877
Change-2,877 (-100%)
Value$0 (-$227.5K)
Filed 2026-11-06
MSH Capital Advisors LLC
CLOSED
Shares0 from 2,625
Change-2,625 (-100%)
Value$0 (-$207.6K)
Filed 2026-11-03
Nfsg Corp
CLOSED
Shares0 from 2,372
Change-2,372 (-100%)
Value$0 (-$187.6K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$25.3K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 699,517
Change-699,517 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 414,032
Change-414,032 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 390,124
Change-390,124 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 350,274
Change-350,274 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 290,441
Change-290,441 (-100%)
Value—
UBS Group AG
N/A
Shares— from 242,555
Change-242,555 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 238,541
Change-238,541 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 169,615
Change-169,615 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 153,784
Change-153,784 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 151,606
Change-151,606 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 143,703
Change-143,703 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 94,467
Change-94,467 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 92,725
Change-92,725 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 88,296
Change-88,296 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 70,915
Change-70,915 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,404
Change-62,404 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 60,207
Change-60,207 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 54,405
Change-54,405 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 41,743
Change-41,743 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,324
Change-41,324 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 38,351
Change-38,351 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 35,293
Change-35,293 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 34,900
Change-34,900 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,915
Change-30,915 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,667
Change-28,667 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 24,276
Change-24,276 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,904
Change-23,904 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 22,647
Change-22,647 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 20,028
Change-20,028 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,694
Change-19,694 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,148
Change-18,148 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,189
Change-17,189 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 16,955
Change-16,955 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,694
Change-14,694 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 9,571
Change-9,571 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,314
Change-6,314 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
&partners
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 958
Change-958 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 876
Change-876 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 552
Change-552 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 81
Change-81 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Revolve Wealth Partners, LLC
INCREASED379,428374,169+5,259+1%$29.6M$30.6M+$986.2K2026-10-23
LPL Financial LLC
DECREASED337,058425,132-88,074-21%$33.6M$27.2M-$6.5M2026-11-06
VestGen Advisors, LLC
DECREASED250,673280,981-30,308-11%$22.2M$20.2M-$2.0M2026-10-27
Opus Capital Group, LLC
INCREASED241,345239,067+2,278+1%$18.9M$19.5M+$543.0K2026-10-30
Compound Planning, Inc.
DECREASED215,270216,923-1,653-1%$17.2M$17.3M+$192.8K2026-11-05
Commonwealth Equity Services, LLC
DECREASED192,036195,037-3,001-2%$15.4M$15.5M+$51.4K2026-11-02
ALM First Financial Advisors, LLC
UNCHANGED177,700177,70000%$14.1M$5.3M-$8.7M2026-10-13
Verum Partners LLC
DECREASED139,438262,774-123,336-47%$20.8M$11.2M-$9.5M2026-10-21
Brookstone Capital Management
INCREASED136,089130,292+5,797+4%$10.3M$11.0M+$663.0K2026-10-22
Fermata Advisors, LLC
DECREASED97,48899,792-2,304-2%$7.9M$7.9M-$35.8K2026-10-13
United Advisor Group, LLC
INCREASED80,31978,241+2,078+3%$6.2M$6.5M+$285.1K2026-11-03
Truist Financial Corp
INCREASED73,16571,427+1,738+2%$5.6M$5.9M+$247.4K2026-10-30
DKM Wealth Management, Inc.
INCREASED72,96472,214+750+1%$5.7M$5.9M+$169.0K2026-10-09
Breakwater Capital Group
DECREASED66,50070,058-3,558-5%$5.5M$5.4M-$181.5K2026-10-09
Kesler, Norman & Wride, LLC
DECREASED53,45453,864-410-1%$4.3M$4.3M+$48.0K2026-11-06
Moneco Advisors, LLC
DECREASED50,04851,266-1,218-2%$4.1M$4.0M-$21.1K2026-11-05
Ritholtz Wealth Management
DECREASED41,16241,911-749-2%$3.3M$3.3M+$2.7K2026-11-05
Laurel Wealth Advisors LLC
INCREASED32,70532,501+204+1%$2.6M$2.6M+$65.2K2026-10-27
Integrated Advisors Network LLC
INCREASED31,54817,893+13,655+76%$1.4M$2.5M+$1.1M2026-10-20
Aspect Partners, LLC
INCREASED27,44025,374+2,066+8%$2.0M$2.2M+$204.6K2026-10-20
Sigma Planning Corp
INCREASED26,18625,273+913+4%$2.0M$2.1M+$111.6K2026-10-23
MGO One Seven LLC
INCREASED25,96225,302+660+3%$2.0M$2.1M+$91.2K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED25,16325,210-470%$2.0M$2.0M+$34.1K2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED24,70024,70000%$2.0M$2.0M+$46.5K2026-10-13
D.A. Davidson & Co.
DECREASED23,59025,803-2,213-9%$2.0M$1.9M-$139.6K2026-10-28
Sherman Wealth Management LLC
INCREASED23,33921,861+1,478+7%$1.7M$1.9M+$152.0K2026-10-16
Nottingham Advisors, Inc.
UNCHANGED20,61720,61700%$1.7M$1.7M-$27.0K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED19,60822,258-2,650-12%$1.8M$1.6M-$180.0K2026-11-02
Longview Financial Advisors, Inc.
DECREASED17,21819,212-1,994-10%$1.5M$1.4M-$131.8K2026-10-09
HB Wealth Management, LLC
NEW16,914—+16,914——$1.4M—2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED16,63016,564+66+0%$1.3M$1.3M+$30.2K2026-11-03
Evanson Financial, LLC
UNCHANGED16,48316,48300%$1.3M$1.3M+$24.8K2026-10-23
Southland Equity Partners LLC
DECREASED16,42416,482-580%$1.3M$1.3M+$20.1K2026-10-14
Visionary Wealth Advisors
DECREASED15,88316,225-342-2%$1.3M$1.3M-$3.2K2026-11-04
Comprehensive Wealth Management, LLC
DECREASED15,78116,259-478-3%$1.3M$1.3M-$14.1K2026-11-02
Oppenheimer & Co Inc
DECREASED14,39014,711-321-2%$1.2M$1.2M-$3.8K2026-10-26
Meridian Wealth Management, LLC
DECREASED14,35114,391-400%$1.1M$1.2M+$18.4K2026-11-05
Sheets Smith Wealth Management
DECREASED14,19916,193-1,994-12%$1.3M$1.1M-$136.4K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED12,00512,004+1+0%$963.2K$980.3K+$17.1K2026-10-19
RFG Advisory, LLC
INCREASED9,4349,414+20+0%$744.5K$760.3K+$15.7K2026-11-03
Meridian Financial Advisors, LLC
INCREASED9,3889,386+2+0%$742.3K$756.6K+$14.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED8,5717,727+844+11%$611.1K$690.7K+$79.6K2026-11-02
Compass Ion Advisors, LLC
INCREASED7,9117,864+47+1%$621.9K$637.6K+$15.6K2026-10-23
Davenport & Co LLC
INCREASED7,5397,277+262+4%$575.5K$607.6K+$32.1K2026-10-14
Wealth Management Partners, LLC
INCREASED6,7686,623+145+2%$523.8K$545.5K+$21.6K2026-10-21
Astra Wealth Partners LLC
UNCHANGED6,5836,58300%$520.6K$530.5K+$9.9K2026-11-06
Cowa, LLC
DECREASED6,22713,805-7,578-55%$1.1M$501.8K-$590.0K2026-10-30
Harel Insurance Investments & Financial Services Ltd.
NEW6,000—+6,000——$484.0K—2026-11-02
HBW Advisory Services LLC
INCREASED5,7275,455+272+5%$431.4K$461.6K+$30.2K2026-10-15
Financial Partners Group, Inc
DECREASED5,0035,165-162-3%$408.5K$403.2K-$5.3K2026-10-19
Sentinel Pension Advisors, LLC
UNCHANGED4,8924,89200%$405.9K$394.2K-$11.7K2026-11-02
Apollon Wealth Management, LLC
DECREASED4,6865,286-600-11%$418.0K$377.6K-$40.4K2026-10-23
Farther Finance Advisors, LLC
DECREASED4,2995,417-1,118-21%$428.7K$346.5K-$82.2K2026-10-08
Capital Advisors, Ltd. LLC
DECREASED4,2505,350-1,100-21%$423.0K$342.0K-$81.0K2026-10-27
Avior Wealth Management, LLC
DECREASED4,1914,260-69-2%$336.9K$337.8K+$8432026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED4,1214,12100%$329.5K$334.0K+$4.4K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED4,0994,096+3+0%$324.0K$330.3K+$6.3K2026-10-22
Manchester Financial Inc
INCREASED4,0714,061+10+0%$321.2K$328.1K+$6.9K2026-10-15
Sovran Advisors, LLC
DECREASED3,8284,149-321-8%$352.0K$330.2K-$21.8K2026-11-02
Physician Wealth Advisors, Inc.
DECREASED3,6673,721-54-1%$294.3K$295.5K+$1.2K2026-10-20
Wedbush Securities Inc
INCREASED3,6483,470+178+5%$274.0K$294.0K+$20.0K2026-10-22
Mather Group, Llc.
INCREASED3,6461,190+2,456+206%$94.1K$293.8K+$199.7K2026-10-14
Park Avenue Securities LLC
INCREASED3,5542,567+987+38%$203.0K$286.0K+$83.0K2026-10-26
Valued Retirements, Inc.
DECREASED3,4936,496-3,003-46%$513.7K$281.5K-$232.2K2026-11-06
Moors & Cabot, Inc.
DECREASED3,4553,500-45-1%$276.8K$278.4K+$1.6K2026-11-06
IFS Advisors, LLC
NEW3,402—+3,402——$274.2K—2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED3,3353,318+17+1%$262.4K$268.8K+$6.4K2026-10-29
CX Institutional
DECREASED3,3033,810-507-13%$301.0K$266-$300.7K2026-10-02
StoneX Group Inc.
DECREASED3,2623,335-73-2%$263.8K$262.9K-$9172026-11-03
Creative Planning
NEW3,245—+3,245——$261.5K—2026-11-02
Money Concepts Capital Corp
INCREASED3,0693,066+3+0%$242.5K$247.3K+$4.8K2026-11-06
Beacon Financial Advisory LLC
INCREASED3,0363,023+13+0%$239.1K$244.7K+$5.6K2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED2,7252,733-80%$216.1K$219.6K+$3.5K2026-10-30
RFG Holdings, Inc.
INCREASED2,7152,701+14+1%$213.7K$218.8K+$5.2K2026-10-30
Russell Investments Group, Ltd.
NEW2,685—+2,685——$216.4K—2026-11-06
Fifth Third Bancorp
DECREASED1,8781,891-13-1%$149.6K$151.3K+$1.8K2026-11-05
IFP Advisors, Inc
UNCHANGED1,6701,67000%$132.1K$134.6K+$2.5K2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,5501,55000%$122.6K$124.9K+$2.3K2026-10-20
True Wealth Design, LLC
UNCHANGED1,3101,31000%$103.6K$105.6K+$2.0K2026-10-13
Allworth Financial LP
UNCHANGED1,2931,29300%$102.3K$102.3K$02026-11-06
Accordant Advisory Group Inc
UNCHANGED1,0001,00000%$79.1K$80.6K+$1.5K2026-10-29
Parallel Advisors, LLC
UNCHANGED71071000%$56.2K$57.2K+$1.1K2026-11-03
Assetmark, Inc
DECREASED576657-81-12%$52.0K$46.4K-$5.5K2026-10-21
Entrust Financial LLC
NEW500—+500——$40.3K—2026-11-04
Root Financial Partners, LLC
NEW357—+357——$28.8K—2026-10-21
Ameliora Wealth Management Ltd.
UNCHANGED30330300%$24.0K$24.4K+$4562026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED280278+2+1%$22.0K$23-$22.0K2026-11-04
CoreCap Advisors, LLC
UNCHANGED12012000%$9.5K$9.7K+$1812026-10-08
PNC Financial Services Group, Inc.
NEW116—+116——$9.3K—2026-11-06
Nova Financial LLC
NEW80—+80——$6.4K—2026-11-04
Team Financial Group, LLC
NEW77—+77——$6.2K—2026-10-30
Latitude Advisors, LLC
NEW58—+58——$4.7K—2026-10-27
Yankcom Partnership
NEW26—+26——$2.1K—2026-10-15
Costello Asset Management, Inc
UNCHANGED232300%$1.8K$1.9K+$462026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$1.1K$1.1K+$212026-10-23
JFS Wealth Advisors, LLC
UNCHANGED6600%$475$484+$92026-11-03
Signature Equity Partners, LLC
UNCHANGED6600%$475$484+$92026-10-29
Kestra Private Wealth Services, LLC
CLOSED02,877-2,877-100%$227.5K$0-$227.5K2026-11-06
MSH Capital Advisors LLC
CLOSED02,625-2,625-100%$207.6K$0-$207.6K2026-11-03
Nfsg Corp
CLOSED02,372-2,372-100%$187.6K$0-$187.6K2026-10-15
AdvisorNet Financial, Inc
CLOSED0320-320-100%$25.3K$0-$25.3K2026-10-15
Morgan Stanley
N/A—699,517-699,517-100%$55.3M———
Raymond James Financial Inc
N/A—414,032-414,032-100%$32.7M———
Focus Partners Wealth
N/A—390,124-390,124-100%$30.9M———
Intellus Advisors LLC
N/A—350,274-350,274-100%$27.7M———
Rothschild Investment LLC
N/A—290,441-290,441-100%$23.0M———
UBS Group AG
N/A—242,555-242,555-100%$19.2M———
Cetera Investment Advisers
N/A—238,541-238,541-100%$18.9M———
Cambria Investment Management, L.P.
N/A—169,615-169,615-100%$13.4M———
HighTower Advisors, LLC
N/A—153,784-153,784-100%$12.2M———
Atlas Wealth LLC
N/A—151,606-151,606-100%$12.0M———
Arkadios Wealth Advisors
N/A—143,703-143,703-100%$11.4M———
Bank of America Corp
N/A—94,467-94,467-100%$7.5M———
Empowered Funds, LLC
N/A—92,725-92,725-100%$7.3M———
Northwestern Mutual Wealth Management Co
N/A—88,296-88,296-100%$7.0M———
Ethos Financial Group, LLC
N/A—70,915-70,915-100%$5.6M———
Osaic Holdings, Inc.
N/A—62,404-62,404-100%$4.9M———
Wells Fargo & Company
N/A—60,207-60,207-100%$4.8M———
Royal Bank of Canada
N/A—54,405-54,405-100%$4.3M———
Savvy Advisors, Inc.
N/A—41,743-41,743-100%$3.3M———
Envestnet Asset Management Inc
N/A—41,324-41,324-100%$3.3M———
CoreFirst Bank & Trust
N/A—38,351-38,351-100%$3.0M———
Waverly Advisors, LLC
N/A—35,293-35,293-100%$2.8M———
Two Sigma Investments, LP
N/A—34,900-34,900-100%$2.8M———
Stifel Financial Corp
N/A—30,915-30,915-100%$2.4M———
MML Investors Services, LLC
N/A—28,667-28,667-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—24,698-24,698-100%$2.0M———
Belpointe Asset Management LLC
N/A—24,276-24,276-100%$1.9M———
Goldman Sachs Group Inc
N/A—23,904-23,904-100%$1.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—22,647-22,647-100%$1.8M———
Cauble & Harre Wealth Management, Inc.
N/A—20,028-20,028-100%$1.6M———
Bravias Capital Group, LLC
N/A—20,019-20,019-100%$1.6M———
Equitable Holdings, Inc.
N/A—19,694-19,694-100%$1.6M———
Wealth Care LLC
N/A—19,609-19,609-100%$1.6M———
AQR Capital Management LLC
N/A—18,148-18,148-100%$1.4M———
Mutual Advisors, LLC
N/A—17,189-17,189-100%$1.4M———
Jones Financial Companies Lllp
N/A—16,955-16,955-100%$1.4M———
Snowden Capital Advisors LLC
N/A—15,544-15,544-100%$1.2M———
GTS Securities LLC
N/A—14,694-14,694-100%$1.2M———
Geneos Wealth Management Inc.
N/A—12,345-12,345-100%$976.4K———
Steward Partners Investment Advisory, LLC
N/A—10,881-10,881-100%$860.6K———
ATLas Financial Planning LLC
N/A—9,571-9,571-100%$756.9K———
Betterment LLC
N/A—9,054-9,054-100%$716.0K———
Dorsey & Whitney Trust Co LLC
N/A—8,620-8,620-100%$681.7K———
Private Advisor Group, LLC
N/A—8,419-8,419-100%$665.8K———
MAI Capital Management
N/A—7,068-7,068-100%$559.0K———
RPS Advisory Solutions LLC
N/A—6,746-6,746-100%$533.5K———
Baird Financial Group, Inc.
N/A—6,636-6,636-100%$524.8K———
Quantinno Capital Management LP
N/A—6,400-6,400-100%$506.2K———
Sanctuary Advisors, LLC
N/A—6,314-6,314-100%$499.4K———
Genesis Wealth Advisors, LLC
N/A—6,078-6,078-100%$480.7K———
Thoroughbred Financial Services, LLC
N/A—6,060-6,060-100%$479.0K———
Janney Montgomery Scott LLC
N/A—5,235-5,235-100%$414.0K———
XTX Topco Ltd
N/A—5,089-5,089-100%$402.5K———
Baldwin Investment Management, LLC
N/A—4,430-4,430-100%$350.3K———
World Investment Advisors
N/A—3,482-3,482-100%$265.5K———
Ancora Advisors LLCA
N/A—3,254-3,254-100%$257.3K———
Florida Financial Advisors, LLC
N/A—3,236-3,236-100%$256.0K———
Mercer Global Advisors Inc
N/A—3,228-3,228-100%$255.3K———
Compass Capital Corp
N/A—3,180-3,180-100%$271.2K———
Van Hulzen Asset Management, LLC
N/A—2,890-2,890-100%$228.6K———
&partners
N/A—2,868-2,868-100%$226.8K———
Maridea Wealth Management LLC
N/A—2,866-2,866-100%$226.7K———
FMR LLC
N/A—2,271-2,271-100%$179.6K———
Arax Advisory Partners
N/A—2,000-2,000-100%$158.2K———
Harbour Investments, Inc.
N/A—1,868-1,868-100%$147.8K———
BOK Financial Private Wealth, Inc.
N/A—1,562-1,562-100%$123.5K———
Financial Gravity Companies, Inc.
N/A—1,327-1,327-100%$104.9K———
AE Wealth Management LLC
N/A—1,172-1,172-100%$92.7K———
JPMorgan Chase & Co
N/A—958-958-100%$76.3K———
Fiduciary Financial Advisors
N/A—876-876-100%$69.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—552-552-100%$43.7K———
BlackRock, Inc.
N/A—500-500-100%$39.5K———
BFC Planning, Inc.
N/A—446-446-100%$35.3K———
NewEdge Advisors, LLC
N/A—153-153-100%$12.1K———
Global Retirement Partners, LLC
N/A—149-149-100%$11.8K———
Federation des caisses Desjardins du Quebec
N/A—81-81-100%$6.4K———
Caitlin John, LLC
N/A—75-75-100%$5.9K———
Huntington National Bank
N/A—1-1-100%$79———
Showing 179 of 179 institutions