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Cap Group Conservative EQ (CGCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,172,141 from 5,739,104
Change+433,037 (+8%)
Value$198.0M (+$9.6M)
Filed 2026-11-06
Dmkc Advisory Services, LLC
DECREASED
Shares686,386 from 951,600
Change-265,214 (-28%)
Value$22.0M (-$9.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares651,472 from 638,323
Change+13,149 (+2%)
Value$20.9M (-$50.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares627,425 from 646,077
Change-18,652 (-3%)
Value$20.5M (-$855.6K)
Filed 2026-10-13
Clearstead Trust, LLC
INCREASED
Shares568,031 from 535,806
Change+32,225 (+6%)
Value$18.2M (+$637.3K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares527,658 from 510,787
Change+16,871 (+3%)
Value$16.9M (+$163.3K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares509,431 from 416,050
Change+93,381 (+22%)
Value$16.3M (+$2.7M)
Filed 2026-11-05
HighPoint Advisor Group LLC
INCREASED
Shares475,044 from 458,403
Change+16,641 (+4%)
Value$15.2M (+$194.6K)
Filed 2026-11-09
AdvisorNet Financial, Inc
INCREASED
Shares423,813 from 367,686
Change+56,127 (+15%)
Value$14.0M (+$1.9M)
Filed 2026-10-15
J. Derek Lewis & Associates Inc.
INCREASED
Shares387,120 from 327,614
Change+59,506 (+18%)
Value$12.4M (+$1.7M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares372,632 from 375,538
Change-2,906 (-1%)
Value$12.0M (-$371.0K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares355,516 from 323,620
Change+31,896 (+10%)
Value$11.4M (+$783.7K)
Filed 2026-11-06
Tribridge Partners Financial LLC
DECREASED
Shares348,165 from 783,414
Change-435,249 (-56%)
Value$11.7M (-$14.3M)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares314,118 from 323,624
Change-9,506 (-3%)
Value$10.1M (-$544.4K)
Filed 2026-11-09
Carson Advisory Inc.
INCREASED
Shares310,754 from 301,168
Change+9,586 (+3%)
Value$10.0M (+$84.6K)
Filed 2026-11-06
RM Financial Services, LLC
INCREASED
Shares287,445 from 283,285
Change+4,160 (+1%)
Value$9.2M (-$76.2K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares273,681 from 247,291
Change+26,390 (+11%)
Value$8.8M (+$711.7K)
Filed 2026-10-09
Troutman Wealth Management, LLC
INCREASED
Shares260,855 from 251,579
Change+9,276 (+4%)
Value$8.4M (+$111.4K)
Filed 2026-11-10
Midwest Heritage Bank, FSB
DECREASED
Shares228,073 from 232,205
Change-4,132 (-2%)
Value$7.3M (-$304.4K)
Filed 2026-10-26
Western Wealth Management, LLC
INCREASED
Shares216,275 from 211,642
Change+4,633 (+2%)
Value$6.9M (-$8.0K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares206,233 from 168,363
Change+37,870 (+22%)
Value$6.6M (+$1.1M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares204,710 from 186,453
Change+18,257 (+10%)
Value$6.6M (+$447.7K)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares168,997 from 148,056
Change+20,941 (+14%)
Value$5.4M (+$562.2K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares157,290 from 140,440
Change+16,850 (+12%)
Value$5.0M (+$436.6K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
INCREASED
Shares111,691 from 96,166
Change+15,525 (+16%)
Value$3.6M (+$426.9K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares109,536 from 97,411
Change+12,125 (+12%)
Value$3.5M (+$316.9K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
DECREASED
Shares106,398 from 115,255
Change-8,857 (-8%)
Value$3.4M (-$369.6K)
Filed 2026-11-09
Bulwark Capital Corp
INCREASED
Shares85,023 from 83,884
Change+1,139 (+1%)
Value$2.7M (-$25.5K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares80,689 from 74,634
Change+6,055 (+8%)
Value$2.7M (+$256.8K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares78,801 from 75,652
Change+3,149 (+4%)
Value$2.5M (+$45.0K)
Filed 2026-10-21
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares76,206 from 74,834
Change+1,372 (+2%)
Value$2.4M (+$213.9K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares68,902 from 16,041
Change+52,861 (+330%)
Value$2.2M (+$1.7M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares60,152 from 32,868
Change+27,284 (+83%)
Value$1.9M (+$851.0K)
Filed 2026-11-10
Worthington Financial Partners, LLC
INCREASED
Shares57,196 from 55,696
Change+1,500 (+3%)
Value$1.8M (+$6.9K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares55,295 from 52,411
Change+2,884 (+6%)
Value$1.8M (+$53.7K)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares54,004 from 53,477
Change+527 (+1%)
Value$1.7M (-$22.7K)
Filed 2026-10-16
Pines Wealth Management, LLC
DECREASED
Shares53,945 from 58,773
Change-4,828 (-8%)
Value$1.7M (-$198.4K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares50,965 from 51,463
Change-498 (-1%)
Value$1.6M (-$54.1K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares50,344 from 57,204
Change-6,860 (-12%)
Value$1.6M (-$262.4K)
Filed 2026-11-05
CGN Advisors LLC
INCREASED
Shares46,907 from 45,135
Change+1,772 (+4%)
Value$1.5M (+$23.4K)
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares45,908
Change+45,908
Value$1.5M
Filed 2026-10-07
Private Client Services, LLC
INCREASED
Shares45,388 from 43,017
Change+2,371 (+6%)
Value$1.5M (+$44.2K)
Filed 2026-10-02
Cullen T Bankers, Inc.
DECREASED
Shares39,274 from 42,867
Change-3,593 (-8%)
Value$1.3M (-$147.0K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares30,462 from 41,507
Change-11,045 (-27%)
Value$949.0K (-$416.0K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares27,416 from 26,170
Change+1,246 (+5%)
Value$879.5K (+$20.6K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares26,461 from 18,497
Change+7,964 (+43%)
Value$848.9K (+$241.8K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares26,290 from 23,634
Change+2,656 (+11%)
Value$843.4K (+$67.7K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares23,188 from 11,500
Change+11,688 (+102%)
Value$743.9K (+$366.4K)
Filed 2026-11-05
Main Line Retirement Advisors, LLC
DECREASED
Shares22,236 from 25,155
Change-2,919 (-12%)
Value$713.3K (-$112.3K)
Filed 2026-10-14
A&I Financial Services, LLC
INCREASED
Shares20,862 from 18,787
Change+2,075 (+11%)
Value$669.3K (+$52.6K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares20,274 from 20,038
Change+236 (+1%)
Value$650.4K (-$7.2K)
Filed 2026-10-13
Advisortrust Partners, LLC
INCREASED
Shares17,760 from 13,952
Change+3,808 (+27%)
Value$569.7K (+$111.8K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares17,665 from 10,824
Change+6,841 (+63%)
Value$566.7K (+$211.4K)
Filed 2026-11-02
M.E. Allison & Co., Inc.
DECREASED
Shares16,125 from 17,665
Change-1,540 (-9%)
Value$517.3K (-$58.5K)
Filed 2026-10-09
Hunter Associates Investment Management LLC
INCREASED
Shares16,120 from 6,415
Change+9,705 (+151%)
Value$517.0K (+$307.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares15,788 from 11,021
Change+4,767 (+43%)
Value$506.5K (+$144.8K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares15,656 from 16,454
Change-798 (-5%)
Value$502.2K (-$37.8K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
NEW
Shares14,286
Change+14,286
Value$460.1K
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares12,869 from 11,589
Change+1,280 (+11%)
Value$412.8K (+$32.5K)
Filed 2026-10-23
Lodestone Wealth Management LLC
DECREASED
Shares12,704 from 12,835
Change-131 (-1%)
Value$407.6K (-$13.7K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,554 from 7,896
Change+3,658 (+46%)
Value$370.7K (+$111.5K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares11,300 from 10,400
Change+900 (+9%)
Value$362.5K (+$21.2K)
Filed 2026-10-23
Greenleaf Trust
NEW
Shares10,944
Change+10,944
Value$351.1K
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares10,205 from 10,073
Change+132 (+1%)
Value$327.0K (-$4.0K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares9,847 from 9,677
Change+170 (+2%)
Value$316.0K (-$2.0K)
Filed 2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares9,771 from 9,709
Change+62 (+1%)
Value$313.5K (-$5.2K)
Filed 2026-10-14
Everest Financial Group LLC
NEW
Shares9,310
Change+9,310
Value$298.7K
Filed 2026-11-06
Triune Financial Partners, LLC
INCREASED
Shares9,169 from 9,136
Change+33 (+0%)
Value$294.1K (-$5.7K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
DECREASED
Shares8,702 from 13,315
Change-4,613 (-35%)
Value$279.2K (-$157.9K)
Filed 2026-11-03
MGO One Seven LLC
NEW
Shares7,784
Change+7,784
Value$249.7K
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,441 from 7,414
Change+27 (+0%)
Value$238.7K (-$4.6K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares7,331 from 7,305
Change+26 (+0%)
Value$235.2K (-$4.6K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
NEW
Shares7,041
Change+7,041
Value$225.9K
Filed 2026-10-29
Birchwood Financial Partners, Inc.
INCREASED
Shares6,962 from 6,924
Change+38 (+1%)
Value$223.3K (-$3.9K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares6,698 from 6,742
Change-44 (-1%)
Value$214.9K (-$6.4K)
Filed 2026-11-05
LongView Wealth Management
DECREASED
Shares6,601 from 10,245
Change-3,644 (-36%)
Value$211.8K (-$124.5K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares6,332 from 6,219
Change+113 (+2%)
Value$203.1K (-$977)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares4,463 from 4,509
Change-46 (-1%)
Value$143.2K (-$4.8K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares4,416
Change+4,416
Value$141.7K
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares3,976 from 2,203
Change+1,773 (+80%)
Value$127.5K (+$55.2K)
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares3,912 from 3,573
Change+339 (+9%)
Value$125.5K (+$8.2K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,777 from 3,777
Change0 (0%)
Value$121.2K (-$2.8K)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares3,391 from 2,120
Change+1,271 (+60%)
Value$108.8K (+$39.2K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares2,432 from 2,123
Change+309 (+15%)
Value$78.0K (+$8.3K)
Filed 2026-11-04
Signature Equity Partners, LLC
NEW
Shares2,119
Change+2,119
Value$68.0K
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$65.4K (-$1.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares1,779 from 2,378
Change-599 (-25%)
Value$57.1K (-$21.0K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares1,585 from 861
Change+724 (+84%)
Value$50.8K (+$22.6K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$46.5K (-$1.1K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares1,324 from 1,088
Change+236 (+22%)
Value$42.5K (+$6.8K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares970
Change+970
Value$31.1K
Filed 2026-10-27
Archer Investment Corp
NEW
Shares449
Change+449
Value$14.4K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares235 from 205
Change+30 (+15%)
Value$7.5K (+$811)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$2.5K (-$59)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares61
Change+61
Value$2.0K
Filed 2026-10-14
KWB Wealth
CLOSED
Shares0 from 23,272
Change-23,272 (-100%)
Value$0 (-$763.8K)
Filed 2026-10-16
Golden State Wealth Management, LLC
CLOSED
Shares0 from 9,453
Change-9,453 (-100%)
Value$0 (-$310.3K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$13.1K)
Filed 2026-11-06
CX Institutional
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1)
Filed 2026-10-02
Capital International Investors
N/A
Shares— from 9,974,763
Change-9,974,763 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 6,173,813
Change-6,173,813 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,944,594
Change-2,944,594 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,480,604
Change-2,480,604 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,062,800
Change-2,062,800 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,279,141
Change-1,279,141 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,115,546
Change-1,115,546 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 907,295
Change-907,295 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 830,708
Change-830,708 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 639,031
Change-639,031 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 488,025
Change-488,025 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 451,251
Change-451,251 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 442,182
Change-442,182 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 377,878
Change-377,878 (-100%)
Value—
&partners
N/A
Shares— from 339,871
Change-339,871 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 325,155
Change-325,155 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 233,457
Change-233,457 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 207,618
Change-207,618 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 195,170
Change-195,170 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 180,287
Change-180,287 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 164,344
Change-164,344 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 107,991
Change-107,991 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 104,309
Change-104,309 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 96,874
Change-96,874 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 86,072
Change-86,072 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 85,602
Change-85,602 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 63,562
Change-63,562 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 56,875
Change-56,875 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 51,146
Change-51,146 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 47,247
Change-47,247 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 44,334
Change-44,334 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 43,857
Change-43,857 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 40,088
Change-40,088 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,883
Change-36,883 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36,577
Change-36,577 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,505
Change-34,505 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 24,850
Change-24,850 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 23,138
Change-23,138 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,972
Change-19,972 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,789
Change-19,789 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,487
Change-19,487 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 18,975
Change-18,975 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,194
Change-18,194 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,516
Change-16,516 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,603
Change-12,603 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 12,244
Change-12,244 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 10,916
Change-10,916 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 831
Change-831 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 828
Change-828 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 540
Change-540 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,172,1415,739,104+433,037+8%$188.4M$198.0M+$9.6M2026-11-06
Dmkc Advisory Services, LLC
DECREASED686,386951,600-265,214-28%$31.2M$22.0M-$9.2M2026-11-04
Commonwealth Equity Services, LLC
INCREASED651,472638,323+13,149+2%$20.9M$20.9M-$50.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED627,425646,077-18,652-3%$21.4M$20.5M-$855.6K2026-10-13
Clearstead Trust, LLC
INCREASED568,031535,806+32,225+6%$17.6M$18.2M+$637.3K2026-11-06
Souders Financial Advisors
INCREASED527,658510,787+16,871+3%$16.8M$16.9M+$163.3K2026-11-03
Confluence Wealth Services, Inc.
INCREASED509,431416,050+93,381+22%$13.7M$16.3M+$2.7M2026-11-05
HighPoint Advisor Group LLC
INCREASED475,044458,403+16,641+4%$15.0M$15.2M+$194.6K2026-11-09
AdvisorNet Financial, Inc
INCREASED423,813367,686+56,127+15%$12.1M$14.0M+$1.9M2026-10-15
J. Derek Lewis & Associates Inc.
INCREASED387,120327,614+59,506+18%$10.8M$12.4M+$1.7M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED372,632375,538-2,906-1%$12.3M$12.0M-$371.0K2026-11-02
Valmark Advisers, Inc.
INCREASED355,516323,620+31,896+10%$10.6M$11.4M+$783.7K2026-11-06
Tribridge Partners Financial LLC
DECREASED348,165783,414-435,249-56%$25.9M$11.7M-$14.3M2026-11-09
Harbour Investments, Inc.
DECREASED314,118323,624-9,506-3%$10.6M$10.1M-$544.4K2026-11-09
Carson Advisory Inc.
INCREASED310,754301,168+9,586+3%$9.9M$10.0M+$84.6K2026-11-06
RM Financial Services, LLC
INCREASED287,445283,285+4,160+1%$9.3M$9.2M-$76.2K2026-11-03
Financial Management Network Inc
INCREASED273,681247,291+26,390+11%$8.1M$8.8M+$711.7K2026-10-09
Troutman Wealth Management, LLC
INCREASED260,855251,579+9,276+4%$8.3M$8.4M+$111.4K2026-11-10
Midwest Heritage Bank, FSB
DECREASED228,073232,205-4,132-2%$7.6M$7.3M-$304.4K2026-10-26
Western Wealth Management, LLC
INCREASED216,275211,642+4,633+2%$6.9M$6.9M-$8.0K2026-11-09
Kestra Advisory Services, LLC
INCREASED206,233168,363+37,870+22%$5.5M$6.6M+$1.1M2026-11-02
Apollon Wealth Management, LLC
INCREASED204,710186,453+18,257+10%$6.1M$6.6M+$447.7K2026-10-23
Regatta Capital Group, LLC
INCREASED168,997148,056+20,941+14%$4.9M$5.4M+$562.2K2026-10-23
Truist Financial Corp
INCREASED157,290140,440+16,850+12%$4.6M$5.0M+$436.6K2026-10-30
BlueChip Wealth Advisors LLC
INCREASED111,69196,166+15,525+16%$3.2M$3.6M+$426.9K2026-11-03
Founders Financial Securities LLC
INCREASED109,53697,411+12,125+12%$3.2M$3.5M+$316.9K2026-10-28
Great Valley Advisor Group, Inc.
DECREASED106,398115,255-8,857-8%$3.8M$3.4M-$369.6K2026-11-09
Bulwark Capital Corp
INCREASED85,02383,884+1,139+1%$2.8M$2.7M-$25.5K2026-10-13
Prospera Financial Services Inc
INCREASED80,68974,634+6,055+8%$2.4M$2.7M+$256.8K2026-11-04
Assetmark, Inc
INCREASED78,80175,652+3,149+4%$2.5M$2.5M+$45.0K2026-10-21
Hartmann Taylor Wealth Management, LLC
INCREASED76,20674,834+1,372+2%$2.2M$2.4M+$213.9K2026-10-14
Merit Financial Group, LLC
INCREASED68,90216,041+52,861+330%$526.5K$2.2M+$1.7M2026-11-06
HighTower Advisors, LLC
INCREASED60,15232,868+27,284+83%$1.1M$1.9M+$851.0K2026-11-10
Worthington Financial Partners, LLC
INCREASED57,19655,696+1,500+3%$1.8M$1.8M+$6.9K2026-10-13
Junk Investment Group, LLC
INCREASED55,29552,411+2,884+6%$1.7M$1.8M+$53.7K2026-10-19
CWS Financial Advisors, LLC
INCREASED54,00453,477+527+1%$1.8M$1.7M-$22.7K2026-10-16
Pines Wealth Management, LLC
DECREASED53,94558,773-4,828-8%$1.9M$1.7M-$198.4K2026-10-21
Brookstone Capital Management
DECREASED50,96551,463-498-1%$1.7M$1.6M-$54.1K2026-10-22
Meridian Wealth Management, LLC
DECREASED50,34457,204-6,860-12%$1.9M$1.6M-$262.4K2026-11-05
CGN Advisors LLC
INCREASED46,90745,135+1,772+4%$1.5M$1.5M+$23.4K2026-10-21
Canandaigua National Trust Co of Florida
NEW45,908—+45,908——$1.5M—2026-10-07
Private Client Services, LLC
INCREASED45,38843,017+2,371+6%$1.4M$1.5M+$44.2K2026-10-02
Cullen T Bankers, Inc.
DECREASED39,27442,867-3,593-8%$1.4M$1.3M-$147.0K2026-10-28
Sigma Planning Corp
DECREASED30,46241,507-11,045-27%$1.4M$949.0K-$416.0K2026-10-23
D.A. Davidson & Co.
INCREASED27,41626,170+1,246+5%$858.9K$879.5K+$20.6K2026-10-28
Davenport & Co LLC
INCREASED26,46118,497+7,964+43%$607.1K$848.9K+$241.8K2026-10-14
Bank of New York Mellon Corp
INCREASED26,29023,634+2,656+11%$775.7K$843.4K+$67.7K2026-11-05
Nations Financial Group Inc,
INCREASED23,18811,500+11,688+102%$377.4K$743.9K+$366.4K2026-11-05
Main Line Retirement Advisors, LLC
DECREASED22,23625,155-2,919-12%$825.6K$713.3K-$112.3K2026-10-14
A&I Financial Services, LLC
INCREASED20,86218,787+2,075+11%$616.6K$669.3K+$52.6K2026-10-15
Independent Financial Group, LLC
INCREASED20,27420,038+236+1%$657.6K$650.4K-$7.2K2026-10-13
Advisortrust Partners, LLC
INCREASED17,76013,952+3,808+27%$457.9K$569.7K+$111.8K2026-11-02
Creative Planning
INCREASED17,66510,824+6,841+63%$355.3K$566.7K+$211.4K2026-11-02
M.E. Allison & Co., Inc.
DECREASED16,12517,665-1,540-9%$575.8K$517.3K-$58.5K2026-10-09
Hunter Associates Investment Management LLC
INCREASED16,1206,415+9,705+151%$210.0K$517.0K+$307.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED15,78811,021+4,767+43%$361.7K$506.5K+$144.8K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED15,65616,454-798-5%$540.0K$502.2K-$37.8K2026-10-16
Endeavor Private Wealth, Inc.
NEW14,286—+14,286——$460.1K—2026-11-05
Simplicity Wealth,LLC
INCREASED12,86911,589+1,280+11%$380.4K$412.8K+$32.5K2026-10-23
Lodestone Wealth Management LLC
DECREASED12,70412,835-131-1%$421.2K$407.6K-$13.7K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED11,5547,896+3,658+46%$259.2K$370.7K+$111.5K2026-10-13
HB Wealth Management, LLC
INCREASED11,30010,400+900+9%$341.3K$362.5K+$21.2K2026-10-23
Greenleaf Trust
NEW10,944—+10,944——$351.1K—2026-10-29
Park Avenue Securities LLC
INCREASED10,20510,073+132+1%$331.0K$327.0K-$4.0K2026-10-26
Wedbush Securities Inc
INCREASED9,8479,677+170+2%$318.0K$316.0K-$2.0K2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED9,7719,709+62+1%$318.6K$313.5K-$5.2K2026-10-14
Everest Financial Group LLC
NEW9,310—+9,310——$298.7K—2026-11-06
Triune Financial Partners, LLC
INCREASED9,1699,136+33+0%$299.8K$294.1K-$5.7K2026-11-03
Flagship Wealth Advisors, LLC
DECREASED8,70213,315-4,613-35%$437.0K$279.2K-$157.9K2026-11-03
MGO One Seven LLC
NEW7,784—+7,784——$249.7K—2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED7,4417,414+27+0%$243.4K$238.7K-$4.6K2026-10-29
Daymark Wealth Partners, LLC
INCREASED7,3317,305+26+0%$239.8K$235.2K-$4.6K2026-11-04
Koshinski Asset Management, Inc.
NEW7,041—+7,041——$225.9K—2026-10-29
Birchwood Financial Partners, Inc.
INCREASED6,9626,924+38+1%$227.2K$223.3K-$3.9K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED6,6986,742-44-1%$221.3K$214.9K-$6.4K2026-11-05
LongView Wealth Management
DECREASED6,60110,245-3,644-36%$336.2K$211.8K-$124.5K2026-10-19
Tcfg Investment Advisors, LLC
INCREASED6,3326,219+113+2%$204.1K$203.1K-$9772026-10-20
Fifth Third Bancorp
DECREASED4,4634,509-46-1%$148.0K$143.2K-$4.8K2026-11-05
Jacobi Capital Management LLC
NEW4,416—+4,416——$141.7K—2026-11-05
IFG Advisory, LLC
INCREASED3,9762,203+1,773+80%$72.3K$127.5K+$55.2K2026-11-09
Private Trust Co NA
INCREASED3,9123,573+339+9%$117.3K$125.5K+$8.2K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED3,7773,77700%$124.0K$121.2K-$2.8K2026-10-23
Geneos Wealth Management Inc.
INCREASED3,3912,120+1,271+60%$69.6K$108.8K+$39.2K2026-11-09
EverSource Wealth Advisors, LLC
INCREASED2,4322,123+309+15%$69.7K$78.0K+$8.3K2026-11-04
Signature Equity Partners, LLC
NEW2,119—+2,119——$68.0K—2026-10-29
IAG Wealth Partners, LLC
UNCHANGED2,0382,03800%$66.9K$65.4K-$1.5K2026-11-06
Farther Finance Advisors, LLC
DECREASED1,7792,378-599-25%$78.0K$57.1K-$21.0K2026-10-08
Silver Grove Financial Group, Inc.
INCREASED1,585861+724+84%$28.2K$50.8K+$22.6K2026-11-05
Lanark Financial, Inc.
UNCHANGED1,4501,45000%$47.6K$46.5K-$1.1K2026-10-26
CoreCap Advisors, LLC
INCREASED1,3241,088+236+22%$35.7K$42.5K+$6.8K2026-10-08
Latitude Advisors, LLC
NEW970—+970——$31.1K—2026-10-27
Archer Investment Corp
NEW449—+449——$14.4K—2026-11-05
IFP Advisors, Inc
INCREASED235205+30+15%$6.7K$7.5K+$8112026-10-16
Allworth Financial LP
UNCHANGED10710700%$3.5K$3.5K$02026-11-06
Rossby Financial, LCC
UNCHANGED797900%$2.6K$2.5K-$592026-11-05
IFS Advisors, LLC
NEW61—+61——$2.0K—2026-10-14
KWB Wealth
CLOSED023,272-23,272-100%$763.8K$0-$763.8K2026-10-16
Golden State Wealth Management, LLC
CLOSED09,453-9,453-100%$310.3K$0-$310.3K2026-11-02
Blue Trust, Inc.
CLOSED0408-408-100%$13.4K$0-$13.4K2026-10-15
PNC Financial Services Group, Inc.
CLOSED0400-400-100%$13.1K$0-$13.1K2026-11-06
CX Institutional
CLOSED043-43-100%$1$0-$12026-10-02
Capital International Investors
N/A—9,974,763-9,974,763-100%$327.4M———
Capital Group Private Client Services, Inc.
N/A—6,173,813-6,173,813-100%$202.6M———
Raymond James Financial Inc
N/A—2,944,594-2,944,594-100%$96.6M———
Envestnet Asset Management Inc
N/A—2,480,604-2,480,604-100%$81.4M———
Wells Fargo & Company
N/A—2,062,800-2,062,800-100%$67.7M———
Northwestern Mutual Wealth Management Co
N/A—1,279,141-1,279,141-100%$42.0M———
Cetera Investment Advisers
N/A—1,115,546-1,115,546-100%$36.6M———
Jones Financial Companies Lllp
N/A—907,295-907,295-100%$29.6M———
Stifel Financial Corp
N/A—830,708-830,708-100%$27.3M———
Envision Financial Planning, LLC
N/A—639,031-639,031-100%$21.0M———
Osaic Holdings, Inc.
N/A—488,025-488,025-100%$16.0M———
MML Investors Services, LLC
N/A—451,251-451,251-100%$14.8M———
Bank of America Corp
N/A—442,182-442,182-100%$14.5M———
ST Germain D J Co Inc
N/A—377,878-377,878-100%$12.4M———
&partners
N/A—339,871-339,871-100%$11.2M———
Steward Partners Investment Advisory, LLC
N/A—325,155-325,155-100%$10.7M———
Royal Bank of Canada
N/A—233,457-233,457-100%$7.7M———
Janney Montgomery Scott LLC
N/A—207,618-207,618-100%$6.8M———
Baird Financial Group, Inc.
N/A—195,170-195,170-100%$6.4M———
Compton Financial Group, LLC
N/A—180,287-180,287-100%$5.9M———
Vestmark Advisory Solutions, Inc.
N/A—164,344-164,344-100%$5.4M———
GTS Securities LLC
N/A—107,991-107,991-100%$3.5M———
Captrust Financial Advisors
N/A—104,309-104,309-100%$3.4M———
Evernest Financial Advisors, LLC
N/A—96,874-96,874-100%$3.2M———
Private Advisor Group, LLC
N/A—86,072-86,072-100%$2.8M———
Equitable Holdings, Inc.
N/A—85,602-85,602-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—63,562-63,562-100%$2.1M———
Benjamin Edwards Inc
N/A—56,875-56,875-100%$1.9M———
Natixis Advisors, LLC
N/A—51,146-51,146-100%$1.7M———
Gateway Wealth Partners, LLC
N/A—47,247-47,247-100%$1.6M———
Continuum Advisory, LLC
N/A—44,334-44,334-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—43,857-43,857-100%$1.4M———
Principal Securities, Inc.
N/A—40,088-40,088-100%$1.3M———
Envestnet Portfolio Solutions, Inc.
N/A—36,883-36,883-100%$1.2M———
UBS Asset Management Americas LLC
N/A—36,577-36,577-100%$1.2M———
World Investment Advisors
N/A—34,505-34,505-100%$1.1M———
Rothschild Investment LLC
N/A—24,850-24,850-100%$815.6K———
NewEdge Advisors, LLC
N/A—24,457-24,457-100%$802.7K———
Regal Investment Advisors LLC
N/A—23,138-23,138-100%$759.4K———
Stratos Wealth Partners, Ltd.
N/A—19,972-19,972-100%$655.5K———
Capital Analysts, LLC
N/A—19,789-19,789-100%$649.0K———
Ameritas Advisory Services, LLC
N/A—19,487-19,487-100%$639.6K———
Synergy Investment Management, LLC
N/A—18,975-18,975-100%$622.8K———
Kingsview Wealth Management, LLC
N/A—18,194-18,194-100%$597.1K———
Global Retirement Partners, LLC
N/A—16,516-16,516-100%$542.1K———
Transamerica Financial Advisors, LLC
N/A—16,036-16,036-100%$528.2K———
Aspire Growth Partners LLC
N/A—15,653-15,653-100%$513.7K———
Kintra Wealth, LLC
N/A—14,272-14,272-100%$482.2K———
AQR Capital Management LLC
N/A—12,603-12,603-100%$413.6K———
EQ Wealth Advisors, LLC
N/A—12,244-12,244-100%$401.8K———
Capital Investment Management, Inc.
N/A—10,916-10,916-100%$358.3K———
Advisory Services Network, LLC
N/A—10,770-10,770-100%$353.5K———
D. E. Shaw & Co., Inc.
N/A—10,564-10,564-100%$346.7K———
Perennial Investment Advisors, LLC
N/A—9,716-9,716-100%$318.9K———
OneAscent Financial Services LLC
N/A—9,508-9,508-100%$312.1K———
BFC Planning, Inc.
N/A—9,283-9,283-100%$304.7K———
Arax Advisory Partners
N/A—9,185-9,185-100%$301.5K———
Mercer Global Advisors Inc
N/A—7,995-7,995-100%$262.4K———
GWN Securities Inc.
N/A—7,369-7,369-100%$241.8K———
Sittner & Nelson, LLC
N/A—7,240-7,240-100%$237.6K———
Virtu Financial LLC
N/A—6,873-6,873-100%$226.0K———
Maridea Wealth Management LLC
N/A—6,358-6,358-100%$208.7K———
Smartleaf Asset Management LLC
N/A—5,372-5,372-100%$176.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,218-4,218-100%$138.4K———
Harborfront Financial Group LLC
N/A—2,000-2,000-100%$65.6K———
Marshall Investment Management, LLC
N/A—930-930-100%$30.5K———
JPMorgan Chase & Co
N/A—831-831-100%$27.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—828-828-100%$27.2K———
Ameriflex Group, Inc.
N/A—700-700-100%$23.0K———
Morgan Stanley
N/A—540-540-100%$17.7K———
BNP Paribas Financial Markets
N/A—45-45-100%$1.5K———
Showing 172 of 172 institutions