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Cap Group Core Plus Income (CGCP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares37,787,131 from 33,461,676
Change+4,325,455 (+13%)
Value$800.0M (+$54.1M)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares3,526,677 from 3,439,135
Change+87,542 (+3%)
Value$74.7M (-$2.0M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares2,924,929 from 3,278,878
Change-353,949 (-11%)
Value$61.9M (-$11.2M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares2,750,517 from 2,277,176
Change+473,341 (+21%)
Value$58.2M (+$7.5M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,641,045 from 2,441,078
Change+199,967 (+8%)
Value$55.9M (+$1.5M)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares2,631,436 from 2,514,495
Change+116,941 (+5%)
Value$55.7M (-$340.6K)
Filed 2026-11-06
Bernardo Wealth Planning LLC
INCREASED
Shares2,531,520 from 1,240,288
Change+1,291,232 (+104%)
Value$53.6M (+$25.9M)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares2,428,404 from 2,247,488
Change+180,916 (+8%)
Value$51.4M (+$1.3M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares2,327,282 from 871,667
Change+1,455,615 (+167%)
Value$49.3M (+$29.8M)
Filed 2026-10-21
Kestra Investment Management, LLC
INCREASED
Shares1,710,958 from 1,386,767
Change+324,191 (+23%)
Value$36.2M (+$5.3M)
Filed 2026-11-04
Stonebridge Financial Group, LLC
DECREASED
Shares1,634,618 from 2,134,998
Change-500,380 (-23%)
Value$34.6M (-$13.0M)
Filed 2026-10-01
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,558,975 from 1,495,388
Change+63,587 (+4%)
Value$33.0M (-$328.7K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,462,511 from 1,439,149
Change+23,362 (+2%)
Value$31.1M (-$798.3K)
Filed 2026-10-13
Northwest Financial Advisors
DECREASED
Shares1,458,450 from 1,459,111
Change-661 (0%)
Value$30.9M (-$1.6M)
Filed 2026-10-27
Midwest Heritage Bank, FSB
INCREASED
Shares1,386,508 from 1,376,977
Change+9,531 (+1%)
Value$29.4M (-$1.3M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares1,160,927 from 910,695
Change+250,232 (+27%)
Value$24.6M (+$4.3M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares1,101,370 from 983,289
Change+118,081 (+12%)
Value$23.3M (+$1.4M)
Filed 2026-10-28
Main Line Retirement Advisors, LLC
INCREASED
Shares935,007 from 859,472
Change+75,535 (+9%)
Value$19.8M (+$636.5K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares934,289 from 949,401
Change-15,112 (-2%)
Value$19.8M (-$1.4M)
Filed 2026-11-04
Condor Capital Management
INCREASED
Shares900,442 from 855,417
Change+45,025 (+5%)
Value$19.1M (-$4.9K)
Filed 2026-11-06
MCF Advisors LLC
DECREASED
Shares877,383 from 1,141,078
Change-263,695 (-23%)
Value$18.6M (-$6.9M)
Filed 2026-10-28
NavPoint Financial, Inc.
INCREASED
Shares817,672 from 710,284
Change+107,388 (+15%)
Value$17.3M (+$1.5M)
Filed 2026-10-21
Diversify Advisory Services, LLC
DECREASED
Shares780,874 from 814,299
Change-33,425 (-4%)
Value$16.7M (-$1.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares780,874 from 814,299
Change-33,425 (-4%)
Value$16.7M (-$1.2M)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares760,605 from 830,361
Change-69,756 (-8%)
Value$16.1M (-$2.4M)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares718,328 from 694,734
Change+23,594 (+3%)
Value$15.5M (+$155.3K)
Filed 2026-11-02
Greenbush Financial Group, LLC
INCREASED
Shares661,935 from 623,656
Change+38,279 (+6%)
Value$14.0M (+$111.9K)
Filed 2026-10-15
FinDec Wealth Services, Inc.
DECREASED
Shares659,000 from 676,714
Change-17,714 (-3%)
Value$14.0M (-$1.1M)
Filed 2026-10-30
J. Derek Lewis & Associates Inc.
DECREASED
Shares619,178 from 672,597
Change-53,419 (-8%)
Value$13.1M (-$1.9M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares605,682 from 538,086
Change+67,596 (+13%)
Value$12.8M (+$828.4K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares605,349 from 523,933
Change+81,416 (+16%)
Value$12.8M (+$1.1M)
Filed 2026-10-14
Vaquero Private Wealth, LTD
DECREASED
Shares590,139 from 639,346
Change-49,207 (-8%)
Value$12.5M (-$1.8M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares578,900 from 564,354
Change+14,546 (+3%)
Value$12.3M (-$324.1K)
Filed 2026-10-30
AA Financial Advisors, LLC
INCREASED
Shares527,612 from 519,407
Change+8,205 (+2%)
Value$11.2M (-$408.0K)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares469,441 from 517,825
Change-48,384 (-9%)
Value$9.9M (-$1.6M)
Filed 2026-11-05
Equity Wealth Partners, LLC
INCREASED
Shares452,098 from 346,002
Change+106,096 (+31%)
Value$9.6M (+$1.9M)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
DECREASED
Shares421,990 from 638,143
Change-216,153 (-34%)
Value$8.9M (-$5.3M)
Filed 2026-10-14
Landmark Wealth Management, LLC
INCREASED
Shares378,284 from 368,062
Change+10,222 (+3%)
Value$8.0M (-$195.8K)
Filed 2026-11-03
Affiance Financial, LLC
DECREASED
Shares360,421 from 369,532
Change-9,111 (-2%)
Value$7.6M (-$606.8K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
DECREASED
Shares352,623 from 369,414
Change-16,791 (-5%)
Value$7.5M (-$769.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares339,870 from 383,784
Change-43,914 (-11%)
Value$7.2M (-$1.4M)
Filed 2026-10-08
Investment Planning Advisors, Inc.
DECREASED
Shares324,623 from 343,021
Change-18,398 (-5%)
Value$6.9M (-$773.7K)
Filed 2026-10-14
Smart Wealth LLC
NEW
Shares320,888
Change+320,888
Value$6.8M
Filed 2026-11-04
Flynn Zito Capital Management, LLC
INCREASED
Shares318,709 from 304,018
Change+14,691 (+5%)
Value$6.7M (-$29.5K)
Filed 2026-11-04
Freedom Financial Partners LLC
DECREASED
Shares303,242 from 343,448
Change-40,206 (-12%)
Value$6.4M (-$1.2M)
Filed 2026-10-19
Entruity Wealth, LLC
DECREASED
Shares293,229 from 307,389
Change-14,160 (-5%)
Value$6.2M (-$644.1K)
Filed 2026-11-06
Compass Financial Group, Inc.
INCREASED
Shares288,988 from 286,925
Change+2,063 (+1%)
Value$6.1M (-$277.7K)
Filed 2026-11-06
Smith Thornton Advisors LLC
INCREASED
Shares287,870 from 281,071
Change+6,799 (+2%)
Value$6.1M (-$117.5K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
INCREASED
Shares277,491 from 257,955
Change+19,536 (+8%)
Value$5.9M (+$121.0K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares277,183 from 293,450
Change-16,267 (-6%)
Value$5.9M (-$673.0K)
Filed 2026-10-13
Studio Investment Management LLC
INCREASED
Shares276,672 from 265,518
Change+11,154 (+4%)
Value$5.9M (-$61.3K)
Filed 2026-10-22
Boyer Financial Services, Inc.
INCREASED
Shares262,262 from 258,527
Change+3,735 (+1%)
Value$5.6M (-$210.5K)
Filed 2026-10-23
Quantum Financial Partners LLC
DECREASED
Shares256,533 from 300,192
Change-43,659 (-15%)
Value$5.4M (-$1.3M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares254,002 from 192,119
Change+61,883 (+32%)
Value$5.4M (+$1.1M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares245,380 from 231,978
Change+13,402 (+6%)
Value$5.2M (+$23.9K)
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares229,826 from 242,137
Change-12,311 (-5%)
Value$4.9M (-$531.8K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED
Shares223,243 from 197,357
Change+25,886 (+13%)
Value$4.7M (+$327.0K)
Filed 2026-10-06
Cullen T Bankers, Inc.
INCREASED
Shares200,844 from 178,024
Change+22,820 (+13%)
Value$4.3M (+$283.7K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares196,989 from 171,532
Change+25,457 (+15%)
Value$4.2M (+$346.8K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares193,327 from 204,549
Change-11,222 (-5%)
Value$4.1M (-$466.7K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares192,794 from 170,751
Change+22,043 (+13%)
Value$4.1M (+$275.4K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares190,452 from 196,810
Change-6,358 (-3%)
Value$4.0M (-$355.0K)
Filed 2026-10-26
Core Wealth Partners LLC
DECREASED
Shares188,833 from 228,021
Change-39,188 (-17%)
Value$4.0M (-$1.1M)
Filed 2026-11-02
Modera Wealth Management, LLC
NEW
Shares185,123
Change+185,123
Value$3.9M
Filed 2026-10-28
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares176,911 from 171,672
Change+5,239 (+3%)
Value$3.7M (-$81.3K)
Filed 2026-11-06
Waterway Wealth Management, LLC
NEW
Shares175,307
Change+175,307
Value$3.7M
Filed 2026-10-28
Advisortrust Partners, LLC
INCREASED
Shares155,195 from 83,758
Change+71,437 (+85%)
Value$3.3M (+$1.4M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares152,657 from 110,892
Change+41,765 (+38%)
Value$3.2M (+$760.0K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
DECREASED
Shares147,620 from 150,444
Change-2,824 (-2%)
Value$3.1M (-$228.3K)
Filed 2026-11-05
McCarley & Cook Financial Planners
INCREASED
Shares147,183 from 105,256
Change+41,927 (+40%)
Value$3.1M (+$769.7K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
INCREASED
Shares143,010 from 142,124
Change+886 (+1%)
Value$3.0M (-$140.4K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares137,854 from 149,983
Change-12,129 (-8%)
Value$2.9M (-$424.8K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares137,652 from 124,620
Change+13,032 (+10%)
Value$2.9M (+$136.3K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares134,926 from 145,168
Change-10,242 (-7%)
Value$2.9M (-$325.4K)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares132,000 from 172,153
Change-40,153 (-23%)
Value$2.8M (-$1.0M)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares116,431 from 96,353
Change+20,078 (+21%)
Value$2.5M (+$317.1K)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares114,466 from 109,567
Change+4,899 (+4%)
Value$2.4M (-$19.0K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares112,148 from 111,604
Change+544 (+0%)
Value$2.4M (-$113.5K)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares109,817 from 104,739
Change+5,078 (+5%)
Value$2.3M (-$9.8K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares107,706 from 60,669
Change+47,037 (+78%)
Value$2.3M (+$927.8K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares106,165 from 170,923
Change-64,758 (-38%)
Value$2.2M (-$1.6M)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares98,562 from 64,608
Change+33,954 (+53%)
Value$2.1M (+$646.4K)
Filed 2026-11-05
Trinity Wealth Management, LLC
INCREASED
Shares95,772 from 87,946
Change+7,826 (+9%)
Value$2.0M (+$67.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares92,355 from 96,566
Change-4,211 (-4%)
Value$2.0M (-$197.3K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares91,549 from 95,147
Change-3,598 (-4%)
Value$1.9M (-$182.7K)
Filed 2026-11-04
Fiduciary Alliance LLC
INCREASED
Shares85,944 from 75,966
Change+9,978 (+13%)
Value$1.8M (+$126.2K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares83,853 from 75,943
Change+7,910 (+10%)
Value$1.8M (+$82.4K)
Filed 2026-10-07
United Advisor Group, LLC
INCREASED
Shares80,851 from 73,602
Change+7,249 (+10%)
Value$1.7M (+$71.0K)
Filed 2026-11-03
True Blue Financial, LLC
DECREASED
Shares77,080 from 88,180
Change-11,100 (-13%)
Value$1.6M (-$333.7K)
Filed 2026-10-15
Silverlake Wealth Management LLC
DECREASED
Shares77,001 from 83,173
Change-6,172 (-7%)
Value$1.6M (-$223.8K)
Filed 2026-10-21
Langley Wealth Management, LLC
DECREASED
Shares76,723 from 78,889
Change-2,166 (-3%)
Value$1.6M (-$134.2K)
Filed 2026-11-04
Michael Brady & Co., LLC
INCREASED
Shares74,149 from 70,228
Change+3,921 (+6%)
Value$1.6M (+$4.4K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
DECREASED
Shares73,584 from 133,126
Change-59,542 (-45%)
Value$1.6M (-$1.4M)
Filed 2026-11-03
Wealth Intelligence, LLC
INCREASED
Shares69,335 from 65,408
Change+3,927 (+6%)
Value$1.5M (+$9.9K)
Filed 2026-10-16
Midwest Financial Network, LLC
DECREASED
Shares68,529 from 148,737
Change-80,208 (-54%)
Value$1.5M (-$1.9M)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED
Shares65,534 from 66,003
Change-469 (-1%)
Value$1.4M (-$83.9K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares62,024 from 50,812
Change+11,212 (+22%)
Value$1.3M (+$180.4K)
Filed 2026-10-29
Gutierrez Wealth Advisory, LLC
INCREASED
Shares59,846 from 38,873
Change+20,973 (+54%)
Value$1.3M (+$400.5K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares56,567 from 58,875
Change-2,308 (-4%)
Value$1.2M (-$114.8K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares56,512 from 52,074
Change+4,438 (+9%)
Value$1.2M (+$35.6K)
Filed 2026-10-09
Intergy Private Wealth, LLC
INCREASED
Shares55,465 from 50,248
Change+5,217 (+10%)
Value$1.2M (+$54.2K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares50,711 from 51,830
Change-1,119 (-2%)
Value$1.1M (-$81.7K)
Filed 2026-10-16
Wealthcare Capital Management LLC
INCREASED
Shares48,696 from 47,924
Change+772 (+2%)
Value$1.0M (-$37.3K)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares47,321 from 47,676
Change-355 (-1%)
Value$1.0M (-$60.9K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
DECREASED
Shares47,278 from 49,987
Change-2,709 (-5%)
Value$1.0M (-$113.3K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares46,510 from 46,047
Change+463 (+1%)
Value$984.6K (-$41.8K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares45,195 from 51,260
Change-6,065 (-12%)
Value$956.8K (-$185.8K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares45,074 from 56,295
Change-11,221 (-20%)
Value$954.2K (-$300.6K)
Filed 2026-10-29
Tempus Wealth Planning, LLC
INCREASED
Shares43,777 from 42,893
Change+884 (+2%)
Value$926.8K (-$29.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares43,271 from 30,718
Change+12,553 (+41%)
Value$917.0K (+$232.3K)
Filed 2026-10-30
Asset Allocation Strategies LLC
INCREASED
Shares41,934 from 40,932
Change+1,002 (+2%)
Value$887.7K (-$24.6K)
Filed 2026-10-20
Hartmann Taylor Wealth Management, LLC
UNCHANGED
Shares41,859 from 41,859
Change0 (0%)
Value$886.2K (-$49.0K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares41,297 from 37,963
Change+3,334 (+9%)
Value$874.3K (+$28.1K)
Filed 2026-10-20
Ethos Capital Management, Inc.
DECREASED
Shares40,634 from 40,708
Change-74 (0%)
Value$860.2K (-$47.2K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares40,565 from 40,565
Change0 (0%)
Value$904.2K ($0)
Filed 2026-11-06
Blueprint Financial Advisors LLC
INCREASED
Shares37,809 from 34,158
Change+3,651 (+11%)
Value$800.4K (+$39.0K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares37,809 from 34,158
Change+3,651 (+11%)
Value$800.4K (+$39.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares37,577 from 41,419
Change-3,842 (-9%)
Value$801.1K (-$122.1K)
Filed 2026-10-15
Certior Financial Group, LLC
INCREASED
Shares37,253 from 37,099
Change+154 (+0%)
Value$788.6K (-$38.3K)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares36,580 from 126,831
Change-90,251 (-71%)
Value$774.8K (-$2.0M)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares36,067
Change+36,067
Value$763.5K
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares34,945 from 34,642
Change+303 (+1%)
Value$739.8K (-$32.4K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares32,734 from 15,686
Change+17,048 (+109%)
Value$693.0K (+$343.3K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares32,304 from 31,749
Change+555 (+2%)
Value$683.9K (-$23.8K)
Filed 2026-10-21
Security Financial Services, Inc.
INCREASED
Shares31,969 from 30,605
Change+1,364 (+4%)
Value$676.8K (-$5.4K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares30,438 from 9,632
Change+20,806 (+216%)
Value$644.4K (+$429.6K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares30,148 from 29,774
Change+374 (+1%)
Value$638.2K (-$25.4K)
Filed 2026-10-27
Seamount Financial Group Inc
INCREASED
Shares30,101 from 9,994
Change+20,107 (+201%)
Value$637.2K (+$414.5K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares28,327
Change+28,327
Value$599.7K
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares28,178 from 25,356
Change+2,822 (+11%)
Value$596.5K (+$31.3K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares27,394 from 17,752
Change+9,642 (+54%)
Value$579.9K (+$184.2K)
Filed 2026-11-05
Capital Planning LLC
DECREASED
Shares27,126 from 28,254
Change-1,128 (-4%)
Value$574.3K (-$55.5K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares26,065 from 25,789
Change+276 (+1%)
Value$551.8K (-$23.0K)
Filed 2026-10-29
Lantern Wealth Advisors, LLC
INCREASED
Shares25,882 from 25,459
Change+423 (+2%)
Value$547.9K (-$19.6K)
Filed 2026-10-22
Burton Enright Welch
NEW
Shares25,420
Change+25,420
Value$538.1K
Filed 2026-11-04
Clear Harbor Asset Management, LLC
DECREASED
Shares25,105 from 27,182
Change-2,077 (-8%)
Value$531.5K (-$74.4K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares24,721 from 16,098
Change+8,623 (+54%)
Value$523.4K (+$164.5K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares23,029 from 22,723
Change+306 (+1%)
Value$488.0K (-$18.0K)
Filed 2026-10-28
Ridgeline Wealth Planning, LLC
INCREASED
Shares22,514 from 18,030
Change+4,484 (+25%)
Value$476.6K (+$74.7K)
Filed 2026-10-29
Mann Financial Group, Inc.
DECREASED
Shares21,763 from 42,475
Change-20,712 (-49%)
Value$460.7K (-$486.0K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares21,565 from 11,599
Change+9,966 (+86%)
Value$456.5K (+$198.0K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
INCREASED
Shares21,437 from 21,307
Change+130 (+1%)
Value$453.8K (-$21.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
NEW
Shares21,280
Change+21,280
Value$451.3K
Filed 2026-11-02
Glaxis Capital Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$423.4K (-$22.4K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares19,381 from 16,505
Change+2,876 (+17%)
Value$410.3K (+$42.4K)
Filed 2026-10-22
Merited Wealth, LLC
DECREASED
Shares19,073 from 29,227
Change-10,154 (-35%)
Value$403.8K (-$247.7K)
Filed 2026-10-13
Carson Advisory Inc.
INCREASED
Shares18,784 from 18,721
Change+63 (+0%)
Value$397.7K (-$19.6K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares17,713
Change+17,713
Value$375.0K
Filed 2026-10-26
Apollon Wealth Management, LLC
NEW
Shares17,546
Change+17,546
Value$371.4K
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares17,188 from 17,523
Change-335 (-2%)
Value$363.9K (-$26.7K)
Filed 2026-10-23
tru Independence LLC
INCREASED
Shares16,924 from 16,922
Change+2 (+0%)
Value$358.3K (-$18.9K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares15,864 from 15,725
Change+139 (+1%)
Value$335.8K (-$14.7K)
Filed 2026-10-07
Sterling Investment Advisors, Ltd.
DECREASED
Shares15,821 from 16,121
Change-300 (-2%)
Value$334.9K (-$24.4K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares15,621 from 12,478
Change+3,143 (+25%)
Value$330.7K (+$52.6K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares15,144 from 12,458
Change+2,686 (+22%)
Value$320.6K (+$42.9K)
Filed 2026-10-08
Peterson Wealth Advisors, LLC
DECREASED
Shares14,881 from 16,287
Change-1,406 (-9%)
Value$315.0K (-$48.0K)
Filed 2026-10-08
BCS Wealth Management
INCREASED
Shares14,520 from 11,880
Change+2,640 (+22%)
Value$307.4K (+$42.6K)
Filed 2026-11-03
Convergence Financial, LLC
DECREASED
Shares14,117 from 1,435,557
Change-1,421,440 (-99%)
Value$298.9K (-$31.7M)
Filed 2026-10-27
Forum Financial Management, LP
NEW
Shares13,856
Change+13,856
Value$293.3K
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares13,829 from 13,707
Change+122 (+1%)
Value$292.8K (-$12.8K)
Filed 2026-10-19
Tortuga Wealth Management, Inc
DECREASED
Shares13,761 from 14,254
Change-493 (-3%)
Value$291.4K (-$26.4K)
Filed 2026-10-27
Sun Group Wealth Partners
UNCHANGED
Shares13,743 from 13,743
Change0 (0%)
Value$290.9K (-$15.4K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares13,669
Change+13,669
Value$289.4K
Filed 2026-10-27
Uhlmann Price Securities, LLC
INCREASED
Shares12,718 from 10,783
Change+1,935 (+18%)
Value$269.3K (+$28.9K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares12,405 from 12,807
Change-402 (-3%)
Value$262.6K (-$22.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares12,036 from 10,370
Change+1,666 (+16%)
Value$254.8K (+$23.7K)
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares11,473 from 7,959
Change+3,514 (+44%)
Value$242.9K (+$65.5K)
Filed 2026-10-05
Brookstone Capital Management
DECREASED
Shares10,985 from 11,351
Change-366 (-3%)
Value$232.6K (-$20.5K)
Filed 2026-10-22
Trilogy Capital Inc.
UNCHANGED
Shares10,791 from 10,791
Change0 (0%)
Value$228.4K (-$12.1K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
DECREASED
Shares10,751 from 11,281
Change-530 (-5%)
Value$227.6K (-$23.9K)
Filed 2026-10-29
Moors & Cabot, Inc.
DECREASED
Shares10,630 from 13,743
Change-3,113 (-23%)
Value$225.0K (-$81.3K)
Filed 2026-11-06
Burford Brothers, Inc.
UNCHANGED
Shares10,483 from 10,483
Change0 (0%)
Value$221.9K (-$11.7K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares10,394 from 9,146
Change+1,248 (+14%)
Value$220.0K (+$16.2K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
NEW
Shares10,068
Change+10,068
Value$213.1K
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares7,489 from 7,489
Change0 (0%)
Value$158.5K (-$8.4K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares7,119 from 8,946
Change-1,827 (-20%)
Value$150.7K (-$48.7K)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares5,732 from 5,232
Change+500 (+10%)
Value$121.3K (+$4.7K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
DECREASED
Shares5,325 from 5,342
Change-17 (0%)
Value$112.7K (-$6.3K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares5,019 from 5,019
Change0 (0%)
Value$106.3K (-$5.6K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares4,954 from 4,954
Change0 (0%)
Value$104.9K (-$5.5K)
Filed 2026-10-22
Larson Financial Group LLC
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$84.3K (-$4.5K)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares3,350
Change+3,350
Value$70.9K
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$53.0K (-$2.8K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares2,438 from 261
Change+2,177 (+834%)
Value$51.6K (+$45.8K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2,085
Change+2,085
Value$44.1K
Filed 2026-10-27
Whipplewood Advisors, LLC
NEW
Shares1,900
Change+1,900
Value$40.2K
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares1,471 from 338
Change+1,133 (+335%)
Value$31.1K (+$23.6K)
Filed 2026-10-26
Arvest Investments, Inc.
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$24.2K (-$1.3K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED
Shares969 from 960
Change+9 (+1%)
Value$20 (-$15.0K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares818
Change+818
Value$17.3K
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$9.3K (-$491)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares366
Change+366
Value$7.7K
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares318 from 176
Change+142 (+81%)
Value$6.7K (+$2.8K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$5.8K (-$306)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares90
Change+90
Value$1.9K
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares22 from 15
Change+7 (+47%)
Value$476 (+$137)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$634.2K
Filed 2026-10-29
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 77,827
Change-77,827 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
ProCore Advisors, LLC
CLOSED
Shares0 from 54,005
Change-54,005 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 16,032
Change-16,032 (-100%)
Value$0 (-$357.4K)
Filed 2026-10-21
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 12,179
Change-12,179 (-100%)
Value$0 (-$271.5K)
Filed 2026-11-03
Lincoln Capital LLC
CLOSED
Shares0 from 10,924
Change-10,924 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-09
Breakwater Capital Group
CLOSED
Shares0 from 9,936
Change-9,936 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-09
MSH Capital Advisors LLC
CLOSED
Shares0 from 9,790
Change-9,790 (-100%)
Value$0 (-$218.2K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
CLOSED
Shares0 from 9,350
Change-9,350 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-27
CX Institutional
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$35)
Filed 2026-10-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 967
Change-967 (-100%)
Value$0 (-$21.6K)
Filed 2026-11-06
Hickory Point Bank & Trust
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-14
Evolution Advisers, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Trust Co
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-09
Capital International Investors
N/A
Shares— from 73,019,797
Change-73,019,797 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,479,871
Change-22,479,871 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 19,245,014
Change-19,245,014 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,369,670
Change-12,369,670 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,989,818
Change-8,989,818 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,812,810
Change-8,812,810 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,331,676
Change-6,331,676 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,339,333
Change-5,339,333 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,312,377
Change-5,312,377 (-100%)
Value—
&partners
N/A
Shares— from 4,779,471
Change-4,779,471 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,444,571
Change-4,444,571 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,331,565
Change-4,331,565 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,847,677
Change-3,847,677 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,749,326
Change-3,749,326 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,438,056
Change-3,438,056 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,413,963
Change-3,413,963 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,124,075
Change-3,124,075 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,969,004
Change-2,969,004 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,416,606
Change-2,416,606 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,028,738
Change-2,028,738 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,816,812
Change-1,816,812 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,300,517
Change-1,300,517 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,300,230
Change-1,300,230 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,247,580
Change-1,247,580 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,181,333
Change-1,181,333 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 964,284
Change-964,284 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 949,288
Change-949,288 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 829,098
Change-829,098 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 786,014
Change-786,014 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 685,314
Change-685,314 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 630,233
Change-630,233 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 613,503
Change-613,503 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 599,090
Change-599,090 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 589,880
Change-589,880 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 547,062
Change-547,062 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 485,321
Change-485,321 (-100%)
Value—
Stephens Inc
N/A
Shares— from 456,827
Change-456,827 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 413,952
Change-413,952 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 388,937
Change-388,937 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 384,700
Change-384,700 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 368,860
Change-368,860 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 356,009
Change-356,009 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 354,022
Change-354,022 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 337,507
Change-337,507 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 310,986
Change-310,986 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 282,442
Change-282,442 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 277,792
Change-277,792 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 277,450
Change-277,450 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 267,958
Change-267,958 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 267,586
Change-267,586 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 266,130
Change-266,130 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 254,909
Change-254,909 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 253,358
Change-253,358 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 249,853
Change-249,853 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 225,186
Change-225,186 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 215,129
Change-215,129 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 178,443
Change-178,443 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 163,537
Change-163,537 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 156,388
Change-156,388 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 154,551
Change-154,551 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 151,524
Change-151,524 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 148,125
Change-148,125 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 147,563
Change-147,563 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 141,695
Change-141,695 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 141,309
Change-141,309 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 136,660
Change-136,660 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 135,555
Change-135,555 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 130,821
Change-130,821 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 125,028
Change-125,028 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 122,804
Change-122,804 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 120,226
Change-120,226 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 117,825
Change-117,825 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 116,190
Change-116,190 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 109,496
Change-109,496 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 107,010
Change-107,010 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 98,704
Change-98,704 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 98,291
Change-98,291 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 93,583
Change-93,583 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 92,768
Change-92,768 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 91,027
Change-91,027 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 89,078
Change-89,078 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 84,268
Change-84,268 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 80,721
Change-80,721 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 79,357
Change-79,357 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 73,328
Change-73,328 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 70,382
Change-70,382 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 69,460
Change-69,460 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 65,024
Change-65,024 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 62,484
Change-62,484 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 57,244
Change-57,244 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 57,099
Change-57,099 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 54,750
Change-54,750 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 47,454
Change-47,454 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,469
Change-46,469 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 44,685
Change-44,685 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,698
Change-43,698 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 37,632
Change-37,632 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36,769
Change-36,769 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 36,109
Change-36,109 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 34,963
Change-34,963 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 34,770
Change-34,770 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,374
Change-34,374 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 32,319
Change-32,319 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 28,858
Change-28,858 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,163
Change-28,163 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 24,974
Change-24,974 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 24,232
Change-24,232 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 22,203
Change-22,203 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,337
Change-19,337 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 16,957
Change-16,957 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 16,865
Change-16,865 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,141
Change-16,141 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,463
Change-14,463 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 12,694
Change-12,694 (-100%)
Value—
CIM, LLC
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 12,569
Change-12,569 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 91
Change-91 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED37,787,13133,461,676+4,325,455+13%$745.9M$800.0M+$54.1M2026-11-06
Souders Financial Advisors
INCREASED3,526,6773,439,135+87,542+3%$76.7M$74.7M-$2.0M2026-11-03
Commonwealth Equity Services, LLC
DECREASED2,924,9293,278,878-353,949-11%$73.1M$61.9M-$11.2M2026-11-02
Confluence Wealth Services, Inc.
INCREASED2,750,5172,277,176+473,341+21%$50.8M$58.2M+$7.5M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED2,641,0452,441,078+199,967+8%$54.4M$55.9M+$1.5M2026-11-02
Merit Financial Group, LLC
INCREASED2,631,4362,514,495+116,941+5%$56.0M$55.7M-$340.6K2026-11-06
Bernardo Wealth Planning LLC
INCREASED2,531,5201,240,288+1,291,232+104%$27.6M$53.6M+$25.9M2026-10-23
Valmark Advisers, Inc.
INCREASED2,428,4042,247,488+180,916+8%$50.1M$51.4M+$1.3M2026-11-06
Wealthcare Advisory Partners LLC
INCREASED2,327,282871,667+1,455,615+167%$19.4M$49.3M+$29.8M2026-10-21
Kestra Investment Management, LLC
INCREASED1,710,9581,386,767+324,191+23%$30.9M$36.2M+$5.3M2026-11-04
Stonebridge Financial Group, LLC
DECREASED1,634,6182,134,998-500,380-23%$47.6M$34.6M-$13.0M2026-10-01
McGlone Suttner Wealth Management, Inc.
INCREASED1,558,9751,495,388+63,587+4%$33.3M$33.0M-$328.7K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED1,462,5111,439,149+23,362+2%$31.9M$31.1M-$798.3K2026-10-13
Northwest Financial Advisors
DECREASED1,458,4501,459,111-6610%$32.5M$30.9M-$1.6M2026-10-27
Midwest Heritage Bank, FSB
INCREASED1,386,5081,376,977+9,531+1%$30.7M$29.4M-$1.3M2026-10-26
Kestra Advisory Services, LLC
INCREASED1,160,927910,695+250,232+27%$20.3M$24.6M+$4.3M2026-11-02
D.A. Davidson & Co.
INCREASED1,101,370983,289+118,081+12%$21.9M$23.3M+$1.4M2026-10-28
Main Line Retirement Advisors, LLC
INCREASED935,007859,472+75,535+9%$19.2M$19.8M+$636.5K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED934,289949,401-15,112-2%$21.2M$19.8M-$1.4M2026-11-04
Condor Capital Management
INCREASED900,442855,417+45,025+5%$19.1M$19.1M-$4.9K2026-11-06
MCF Advisors LLC
DECREASED877,3831,141,078-263,695-23%$25.4M$18.6M-$6.9M2026-10-28
NavPoint Financial, Inc.
INCREASED817,672710,284+107,388+15%$15.8M$17.3M+$1.5M2026-10-21
Diversify Advisory Services, LLC
DECREASED780,874814,299-33,425-4%$18.0M$16.7M-$1.2M2026-10-20
Diversify Wealth Management, LLC
DECREASED780,874814,299-33,425-4%$18.0M$16.7M-$1.2M2026-10-20
Aprio Wealth Management, LLC
DECREASED760,605830,361-69,756-8%$18.5M$16.1M-$2.4M2026-10-28
Sovran Advisors, LLC
INCREASED718,328694,734+23,594+3%$15.4M$15.5M+$155.3K2026-11-02
Greenbush Financial Group, LLC
INCREASED661,935623,656+38,279+6%$13.9M$14.0M+$111.9K2026-10-15
FinDec Wealth Services, Inc.
DECREASED659,000676,714-17,714-3%$15.1M$14.0M-$1.1M2026-10-30
J. Derek Lewis & Associates Inc.
DECREASED619,178672,597-53,419-8%$15.0M$13.1M-$1.9M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED605,682538,086+67,596+13%$12.0M$12.8M+$828.4K2026-11-03
Lodestone Wealth Management LLC
INCREASED605,349523,933+81,416+16%$11.7M$12.8M+$1.1M2026-10-14
Vaquero Private Wealth, LTD
DECREASED590,139639,346-49,207-8%$14.3M$12.5M-$1.8M2026-10-27
Truist Financial Corp
INCREASED578,900564,354+14,546+3%$12.6M$12.3M-$324.1K2026-10-30
AA Financial Advisors, LLC
INCREASED527,612519,407+8,205+2%$11.6M$11.2M-$408.0K2026-10-19
WBH Advisory Inc
DECREASED469,441517,825-48,384-9%$11.5M$9.9M-$1.6M2026-11-05
Equity Wealth Partners, LLC
INCREASED452,098346,002+106,096+31%$7.7M$9.6M+$1.9M2026-10-26
Johnson Bixby & Associates, LLC
DECREASED421,990638,143-216,153-34%$14.2M$8.9M-$5.3M2026-10-14
Landmark Wealth Management, LLC
INCREASED378,284368,062+10,222+3%$8.2M$8.0M-$195.8K2026-11-03
Affiance Financial, LLC
DECREASED360,421369,532-9,111-2%$8.2M$7.6M-$606.8K2026-10-15
Adamsbrown Wealth Consultants LLC
DECREASED352,623369,414-16,791-5%$8.2M$7.5M-$769.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED339,870383,784-43,914-11%$8.6M$7.2M-$1.4M2026-10-08
Investment Planning Advisors, Inc.
DECREASED324,623343,021-18,398-5%$7.6M$6.9M-$773.7K2026-10-14
Smart Wealth LLC
NEW320,888—+320,888——$6.8M—2026-11-04
Flynn Zito Capital Management, LLC
INCREASED318,709304,018+14,691+5%$6.8M$6.7M-$29.5K2026-11-04
Freedom Financial Partners LLC
DECREASED303,242343,448-40,206-12%$7.7M$6.4M-$1.2M2026-10-19
Entruity Wealth, LLC
DECREASED293,229307,389-14,160-5%$6.9M$6.2M-$644.1K2026-11-06
Compass Financial Group, Inc.
INCREASED288,988286,925+2,063+1%$6.4M$6.1M-$277.7K2026-11-06
Smith Thornton Advisors LLC
INCREASED287,870281,071+6,799+2%$6.2M$6.1M-$117.5K2026-10-16
Hunter Associates Investment Management LLC
INCREASED277,491257,955+19,536+8%$5.8M$5.9M+$121.0K2026-10-26
Independent Financial Group, LLC
DECREASED277,183293,450-16,267-6%$6.5M$5.9M-$673.0K2026-10-13
Studio Investment Management LLC
INCREASED276,672265,518+11,154+4%$5.9M$5.9M-$61.3K2026-10-22
Boyer Financial Services, Inc.
INCREASED262,262258,527+3,735+1%$5.8M$5.6M-$210.5K2026-10-23
Quantum Financial Partners LLC
DECREASED256,533300,192-43,659-15%$6.7M$5.4M-$1.3M2026-10-19
Assetmark, Inc
INCREASED254,002192,119+61,883+32%$4.3M$5.4M+$1.1M2026-10-21
Concurrent Investment Advisors, LLC
INCREASED245,380231,978+13,402+6%$5.2M$5.2M+$23.9K2026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED229,826242,137-12,311-5%$5.4M$4.9M-$531.8K2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED223,243197,357+25,886+13%$4.4M$4.7M+$327.0K2026-10-06
Cullen T Bankers, Inc.
INCREASED200,844178,024+22,820+13%$4.0M$4.3M+$283.7K2026-10-28
CLG LLC
INCREASED196,989171,532+25,457+15%$3.8M$4.2M+$346.8K2026-10-13
Fifth Third Bancorp
DECREASED193,327204,549-11,222-5%$4.6M$4.1M-$466.7K2026-11-05
Nations Financial Group Inc,
INCREASED192,794170,751+22,043+13%$3.8M$4.1M+$275.4K2026-11-05
Oppenheimer & Co Inc
DECREASED190,452196,810-6,358-3%$4.4M$4.0M-$355.0K2026-10-26
Core Wealth Partners LLC
DECREASED188,833228,021-39,188-17%$5.1M$4.0M-$1.1M2026-11-02
Modera Wealth Management, LLC
NEW185,123—+185,123——$3.9M—2026-10-28
Cornerstone Advisors Asset Management, LLC
INCREASED176,911171,672+5,239+3%$3.8M$3.7M-$81.3K2026-11-06
Waterway Wealth Management, LLC
NEW175,307—+175,307——$3.7M—2026-10-28
Advisortrust Partners, LLC
INCREASED155,19583,758+71,437+85%$1.9M$3.3M+$1.4M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED152,657110,892+41,765+38%$2.5M$3.2M+$760.0K2026-11-06
Endeavor Private Wealth, Inc.
DECREASED147,620150,444-2,824-2%$3.4M$3.1M-$228.3K2026-11-05
McCarley & Cook Financial Planners
INCREASED147,183105,256+41,927+40%$2.3M$3.1M+$769.7K2026-10-21
Greatmark Investment Partners, Inc.
INCREASED143,010142,124+886+1%$3.2M$3.0M-$140.4K2026-10-28
IFP Advisors, Inc
DECREASED137,854149,983-12,129-8%$3.3M$2.9M-$424.8K2026-10-16
Citigroup Inc
INCREASED137,652124,620+13,032+10%$2.8M$2.9M+$136.3K2026-11-04
Prospera Financial Services Inc
DECREASED134,926145,168-10,242-7%$3.2M$2.9M-$325.4K2026-11-04
Level Four Advisory Services, LLC
DECREASED132,000172,153-40,153-23%$3.8M$2.8M-$1.0M2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED116,43196,353+20,078+21%$2.1M$2.5M+$317.1K2026-10-16
LongView Wealth Management
INCREASED114,466109,567+4,899+4%$2.4M$2.4M-$19.0K2026-10-19
Lanark Financial, Inc.
INCREASED112,148111,604+544+0%$2.5M$2.4M-$113.5K2026-10-26
Magnus Financial Group LLC
INCREASED109,817104,739+5,078+5%$2.3M$2.3M-$9.8K2026-10-21
Bank of New York Mellon Corp
INCREASED107,70660,669+47,037+78%$1.4M$2.3M+$927.8K2026-11-05
Davenport & Co LLC
DECREASED106,165170,923-64,758-38%$3.8M$2.2M-$1.6M2026-10-14
Vicus Capital
INCREASED98,56264,608+33,954+53%$1.4M$2.1M+$646.4K2026-11-05
Trinity Wealth Management, LLC
INCREASED95,77287,946+7,826+9%$2.0M$2.0M+$67.2K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED92,35596,566-4,211-4%$2.2M$2.0M-$197.3K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED91,54995,147-3,598-4%$2.1M$1.9M-$182.7K2026-11-04
Fiduciary Alliance LLC
INCREASED85,94475,966+9,978+13%$1.7M$1.8M+$126.2K2026-10-13
Venture Visionary Partners LLC
INCREASED83,85375,943+7,910+10%$1.7M$1.8M+$82.4K2026-10-07
United Advisor Group, LLC
INCREASED80,85173,602+7,249+10%$1.6M$1.7M+$71.0K2026-11-03
True Blue Financial, LLC
DECREASED77,08088,180-11,100-13%$2.0M$1.6M-$333.7K2026-10-15
Silverlake Wealth Management LLC
DECREASED77,00183,173-6,172-7%$1.9M$1.6M-$223.8K2026-10-21
Langley Wealth Management, LLC
DECREASED76,72378,889-2,166-3%$1.8M$1.6M-$134.2K2026-11-04
Michael Brady & Co., LLC
INCREASED74,14970,228+3,921+6%$1.6M$1.6M+$4.4K2026-10-23
New England Capital Financial Advisors LLC
DECREASED73,584133,126-59,542-45%$3.0M$1.6M-$1.4M2026-11-03
Wealth Intelligence, LLC
INCREASED69,33565,408+3,927+6%$1.5M$1.5M+$9.9K2026-10-16
Midwest Financial Network, LLC
DECREASED68,529148,737-80,208-54%$3.3M$1.5M-$1.9M2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED65,53466,003-469-1%$1.5M$1.4M-$83.9K2026-10-19
Koshinski Asset Management, Inc.
INCREASED62,02450,812+11,212+22%$1.1M$1.3M+$180.4K2026-10-29
Gutierrez Wealth Advisory, LLC
INCREASED59,84638,873+20,973+54%$866.5K$1.3M+$400.5K2026-11-02
Meridian Wealth Management, LLC
DECREASED56,56758,875-2,308-4%$1.3M$1.2M-$114.8K2026-11-05
TrueWealth Advisors, LLC
INCREASED56,51252,074+4,438+9%$1.2M$1.2M+$35.6K2026-10-09
Intergy Private Wealth, LLC
INCREASED55,46550,248+5,217+10%$1.1M$1.2M+$54.2K2026-10-16
PFG Advisors
DECREASED50,71151,830-1,119-2%$1.2M$1.1M-$81.7K2026-10-16
Wealthcare Capital Management LLC
INCREASED48,69647,924+772+2%$1.1M$1.0M-$37.3K2026-10-21
AlphaCore Capital LLC
DECREASED47,32147,676-355-1%$1.1M$1.0M-$60.9K2026-11-04
Tcfg Investment Advisors, LLC
DECREASED47,27849,987-2,709-5%$1.1M$1.0M-$113.3K2026-10-20
RFG Advisory, LLC
INCREASED46,51046,047+463+1%$1.0M$984.6K-$41.8K2026-11-03
WealthCare Investment Partners, LLC
DECREASED45,19551,260-6,065-12%$1.1M$956.8K-$185.8K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
DECREASED45,07456,295-11,221-20%$1.3M$954.2K-$300.6K2026-10-29
Tempus Wealth Planning, LLC
INCREASED43,77742,893+884+2%$956.1K$926.8K-$29.3K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED43,27130,718+12,553+41%$684.7K$917.0K+$232.3K2026-10-30
Asset Allocation Strategies LLC
INCREASED41,93440,932+1,002+2%$912.4K$887.7K-$24.6K2026-10-20
Hartmann Taylor Wealth Management, LLC
UNCHANGED41,85941,85900%$935.1K$886.2K-$49.0K2026-10-14
Private Trust Co NA
INCREASED41,29737,963+3,334+9%$846.2K$874.3K+$28.1K2026-10-20
Ethos Capital Management, Inc.
DECREASED40,63440,708-740%$907.4K$860.2K-$47.2K2026-11-03
Allworth Financial LP
UNCHANGED40,56540,56500%$904.2K$904.2K$02026-11-06
Blueprint Financial Advisors LLC
INCREASED37,80934,158+3,651+11%$761.4K$800.4K+$39.0K2026-10-28
Blueprint Investment Partners LLC
INCREASED37,80934,158+3,651+11%$761.4K$800.4K+$39.0K2026-10-28
AdvisorNet Financial, Inc
DECREASED37,57741,419-3,842-9%$923.2K$801.1K-$122.1K2026-10-15
Certior Financial Group, LLC
INCREASED37,25337,099+154+0%$826.9K$788.6K-$38.3K2026-10-19
Financial Management Network Inc
DECREASED36,580126,831-90,251-71%$2.8M$774.8K-$2.0M2026-10-09
Signature Equity Partners, LLC
NEW36,067—+36,067——$763.5K—2026-10-29
CWS Financial Advisors, LLC
INCREASED34,94534,642+303+1%$772.2K$739.8K-$32.4K2026-10-16
Atria Investments, Inc
INCREASED32,73415,686+17,048+109%$349.6K$693.0K+$343.3K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED32,30431,749+555+2%$707.7K$683.9K-$23.8K2026-10-21
Security Financial Services, Inc.
INCREASED31,96930,605+1,364+4%$682.2K$676.8K-$5.4K2026-10-29
StoneX Group Inc.
INCREASED30,4389,632+20,806+216%$214.8K$644.4K+$429.6K2026-11-03
Clearwave Capital, LLC
INCREASED30,14829,774+374+1%$663.7K$638.2K-$25.4K2026-10-27
Seamount Financial Group Inc
INCREASED30,1019,994+20,107+201%$222.8K$637.2K+$414.5K2026-10-21
Ascentis Independent Advisors
NEW28,327—+28,327——$599.7K—2026-11-03
Balboa Wealth Partners
INCREASED28,17825,356+2,822+11%$565.2K$596.5K+$31.3K2026-10-20
Jacobi Capital Management LLC
INCREASED27,39417,752+9,642+54%$395.7K$579.9K+$184.2K2026-11-05
Capital Planning LLC
DECREASED27,12628,254-1,128-4%$629.8K$574.3K-$55.5K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED26,06525,789+276+1%$574.8K$551.8K-$23.0K2026-10-29
Lantern Wealth Advisors, LLC
INCREASED25,88225,459+423+2%$567.5K$547.9K-$19.6K2026-10-22
Burton Enright Welch
NEW25,420—+25,420——$538.1K—2026-11-04
Clear Harbor Asset Management, LLC
DECREASED25,10527,182-2,077-8%$605.9K$531.5K-$74.4K2026-11-05
Financial Perspectives, Inc
INCREASED24,72116,098+8,623+54%$358.8K$523.4K+$164.5K2026-11-03
Summit Global Investments
INCREASED23,02922,723+306+1%$506.0K$488.0K-$18.0K2026-10-28
Ridgeline Wealth Planning, LLC
INCREASED22,51418,030+4,484+25%$401.9K$476.6K+$74.7K2026-10-29
Mann Financial Group, Inc.
DECREASED21,76342,475-20,712-49%$946.8K$460.7K-$486.0K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED21,56511,599+9,966+86%$258.5K$456.5K+$198.0K2026-10-26
Cannon Financial Strategists, Inc.
INCREASED21,43721,307+130+1%$474.9K$453.8K-$21.1K2026-10-19
International Assets Investment Management, LLC
NEW21,280—+21,280——$451.3K—2026-11-02
Glaxis Capital Management, LLC
UNCHANGED20,00020,00000%$445.8K$423.4K-$22.4K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED19,38116,505+2,876+17%$367.9K$410.3K+$42.4K2026-10-22
Merited Wealth, LLC
DECREASED19,07329,227-10,154-35%$651.5K$403.8K-$247.7K2026-10-13
Carson Advisory Inc.
INCREASED18,78418,721+63+0%$417.3K$397.7K-$19.6K2026-11-06
Leo Wealth, LLC
NEW17,713—+17,713——$375.0K—2026-10-26
Apollon Wealth Management, LLC
NEW17,546—+17,546——$371.4K—2026-10-23
Sigma Planning Corp
DECREASED17,18817,523-335-2%$390.6K$363.9K-$26.7K2026-10-23
tru Independence LLC
INCREASED16,92416,922+2+0%$377.2K$358.3K-$18.9K2026-10-20
Elevation Wealth Partners, LLC
INCREASED15,86415,725+139+1%$350.5K$335.8K-$14.7K2026-10-07
Sterling Investment Advisors, Ltd.
DECREASED15,82116,121-300-2%$359.3K$334.9K-$24.4K2026-10-27
MGO One Seven LLC
INCREASED15,62112,478+3,143+25%$278.1K$330.7K+$52.6K2026-10-28
CoreCap Advisors, LLC
INCREASED15,14412,458+2,686+22%$277.7K$320.6K+$42.9K2026-10-08
Peterson Wealth Advisors, LLC
DECREASED14,88116,287-1,406-9%$363.0K$315.0K-$48.0K2026-10-08
BCS Wealth Management
INCREASED14,52011,880+2,640+22%$264.8K$307.4K+$42.6K2026-11-03
Convergence Financial, LLC
DECREASED14,1171,435,557-1,421,440-99%$32.0M$298.9K-$31.7M2026-10-27
Forum Financial Management, LP
NEW13,856—+13,856——$293.3K—2026-10-16
NWF Advisory Services Inc.
INCREASED13,82913,707+122+1%$305.5K$292.8K-$12.8K2026-10-19
Tortuga Wealth Management, Inc
DECREASED13,76114,254-493-3%$317.7K$291.4K-$26.4K2026-10-27
Sun Group Wealth Partners
UNCHANGED13,74313,74300%$306.3K$290.9K-$15.4K2026-10-26
William Mack & Associates, Inc.
NEW13,669—+13,669——$289.4K—2026-10-27
Uhlmann Price Securities, LLC
INCREASED12,71810,783+1,935+18%$240.3K$269.3K+$28.9K2026-11-03
Founders Financial Securities LLC
DECREASED12,40512,807-402-3%$285.5K$262.6K-$22.9K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED12,03610,370+1,666+16%$231.1K$254.8K+$23.7K2026-11-05
Olistico Wealth, LLC
INCREASED11,4737,959+3,514+44%$177.4K$242.9K+$65.5K2026-10-05
Brookstone Capital Management
DECREASED10,98511,351-366-3%$253.0K$232.6K-$20.5K2026-10-22
Trilogy Capital Inc.
UNCHANGED10,79110,79100%$240.5K$228.4K-$12.1K2026-10-20
Integrity Advisory Solutions, LLC
DECREASED10,75111,281-530-5%$251.5K$227.6K-$23.9K2026-10-29
Moors & Cabot, Inc.
DECREASED10,63013,743-3,113-23%$306.3K$225.0K-$81.3K2026-11-06
Burford Brothers, Inc.
UNCHANGED10,48310,48300%$233.7K$221.9K-$11.7K2026-10-21
Daymark Wealth Partners, LLC
INCREASED10,3949,146+1,248+14%$203.9K$220.0K+$16.2K2026-11-04
Huntleigh Advisors, Inc.
NEW10,068—+10,068——$213.1K—2026-11-03
Bare Financial Services, Inc
UNCHANGED7,4897,48900%$166.9K$158.5K-$8.4K2026-11-04
Creative Financial Designs Inc
DECREASED7,1198,946-1,827-20%$199.4K$150.7K-$48.7K2026-11-04
Winch Advisory Services, LLC
INCREASED5,7325,232+500+10%$116.6K$121.3K+$4.7K2026-11-06
Silver Grove Financial Group, Inc.
DECREASED5,3255,342-170%$119.1K$112.7K-$6.3K2026-11-05
Central Trust Co
UNCHANGED5,0195,01900%$111.9K$106.3K-$5.6K2026-11-05
Barrett & Company, Inc.
UNCHANGED4,9544,95400%$110.4K$104.9K-$5.5K2026-10-22
Larson Financial Group LLC
UNCHANGED3,9803,98000%$88.7K$84.3K-$4.5K2026-11-05
US Bancorp \de\
NEW3,350—+3,350——$70.9K—2026-11-05
Westside Investment Management, Inc.
UNCHANGED2,5002,50000%$55.7K$53.0K-$2.8K2026-11-02
Rossby Financial, LCC
INCREASED2,438261+2,177+834%$5.8K$51.6K+$45.8K2026-11-05
Latitude Advisors, LLC
NEW2,085—+2,085——$44.1K—2026-10-27
Whipplewood Advisors, LLC
NEW1,900—+1,900——$40.2K—2026-10-20
SYM Financial Corp
INCREASED1,471338+1,133+335%$7.5K$31.1K+$23.6K2026-10-26
Arvest Investments, Inc.
UNCHANGED1,1451,14500%$25.5K$24.2K-$1.3K2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED969960+9+1%$15.0K$20-$15.0K2026-11-04
Provenance Wealth Advisors, LLC
NEW818—+818——$17.3K—2026-10-30
Key FInancial Inc
UNCHANGED43843800%$9.8K$9.3K-$4912026-11-02
Carolina Wealth Advisors, LLC
NEW366—+366——$7.7K—2026-10-23
Cape Investment Advisory, Inc.
INCREASED318176+142+81%$3.9K$6.7K+$2.8K2026-10-13
Signaturefd, LLC
UNCHANGED27327300%$6.1K$5.8K-$3062026-10-23
Nova Financial LLC
NEW90—+90——$1.9K—2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED2215+7+47%$339$476+$1372026-10-28
Prairie Wealth Advisors, Inc.
NEW0—0——$634.2K—2026-10-29
KMG Fiduciary Partners, LLC
CLOSED077,827-77,827-100%$1.7M$0-$1.7M2026-10-14
ProCore Advisors, LLC
CLOSED054,005-54,005-100%$1.2M$0-$1.2M2026-10-14
Axxcess Wealth Management, LLC
CLOSED016,032-16,032-100%$357.4K$0-$357.4K2026-10-21
Beam Wealth Advisors, Inc.
CLOSED012,179-12,179-100%$271.5K$0-$271.5K2026-11-03
Lincoln Capital LLC
CLOSED010,924-10,924-100%$243.5K$0-$243.5K2026-10-09
Breakwater Capital Group
CLOSED09,936-9,936-100%$221.5K$0-$221.5K2026-10-09
MSH Capital Advisors LLC
CLOSED09,790-9,790-100%$218.2K$0-$218.2K2026-11-03
Etesian Wealth Advisors, Inc.
CLOSED09,350-9,350-100%$208.4K$0-$208.4K2026-10-27
CX Institutional
CLOSED01,550-1,550-100%$35$0-$352026-10-02
PNC Financial Services Group, Inc.
CLOSED0967-967-100%$21.6K$0-$21.6K2026-11-06
Hickory Point Bank & Trust
CLOSED0778-778-100%$17.3K$0-$17.3K2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0325-325-100%$7.2K$0-$7.2K2026-10-14
Evolution Advisers, Inc.
CLOSED080-80-100%$1$0-$12026-11-06
Trust Co
UNCHANGED000—$0$0$02026-10-09
Capital International Investors
N/A—73,019,797-73,019,797-100%$1.6B———
Morgan Stanley
N/A—22,479,871-22,479,871-100%$501.1M———
Wells Fargo & Company
N/A—19,245,014-19,245,014-100%$429.0M———
Envestnet Asset Management Inc
N/A—12,369,670-12,369,670-100%$275.7M———
Cetera Investment Advisers
N/A—8,989,818-8,989,818-100%$200.4M———
Raymond James Financial Inc
N/A—8,812,810-8,812,810-100%$196.4M———
Northwestern Mutual Wealth Management Co
N/A—6,331,676-6,331,676-100%$141.1M———
UBS Group AG
N/A—5,339,333-5,339,333-100%$119.0M———
Janney Montgomery Scott LLC
N/A—5,312,377-5,312,377-100%$118.4M———
&partners
N/A—4,779,471-4,779,471-100%$106.6M———
Royal Bank of Canada
N/A—4,444,571-4,444,571-100%$99.1M———
Jones Financial Companies Lllp
N/A—4,331,565-4,331,565-100%$97.1M———
Osaic Holdings, Inc.
N/A—3,847,677-3,847,677-100%$85.8M———
WNY Asset Management, LLC
N/A—3,749,326-3,749,326-100%$83.6M———
Benjamin Edwards Inc
N/A—3,438,056-3,438,056-100%$76.6M———
Harbour Investments, Inc.
N/A—3,413,963-3,413,963-100%$76.1M———
MML Investors Services, LLC
N/A—3,124,075-3,124,075-100%$69.6M———
Stifel Financial Corp
N/A—2,969,004-2,969,004-100%$66.2M———
Baird Financial Group, Inc.
N/A—2,416,606-2,416,606-100%$53.9M———
Captrust Financial Advisors
N/A—2,028,738-2,028,738-100%$45.2M———
Bank of America Corp
N/A—1,816,812-1,816,812-100%$40.5M———
Compton Financial Group, LLC
N/A—1,300,517-1,300,517-100%$29.0M———
IAM Advisory, LLC
N/A—1,300,230-1,300,230-100%$29.0M———
Wood Tarver Financial Group, LLC
N/A—1,247,580-1,247,580-100%$27.8M———
ST Germain D J Co Inc
N/A—1,181,333-1,181,333-100%$26.3M———
Evolve Private Wealth, LLC
N/A—964,284-964,284-100%$21.5M———
Private Advisor Group, LLC
N/A—949,288-949,288-100%$21.2M———
Alpha Financial Advisors, LLC
N/A—829,098-829,098-100%$18.5M———
Troutman Wealth Management, LLC
N/A—786,014-786,014-100%$17.5M———
Tribridge Partners Financial LLC
N/A—685,314-685,314-100%$15.1M———
Stadion Money Management, LLC
N/A—630,233-630,233-100%$14.0M———
Ruggaard & Associates LLC
N/A—613,503-613,503-100%$13.7M———
Bridgewealth Advisory Group, LLC
N/A—599,090-599,090-100%$13.4M———
EP Wealth Advisors, LLC
N/A—589,880-589,880-100%$13.1M———
Mutual Advisors, LLC
N/A—547,062-547,062-100%$12.2M———
NewEdge Advisors, LLC
N/A—485,321-485,321-100%$10.8M———
Stephens Inc
N/A—456,827-456,827-100%$10.2M———
Rockefeller Capital Management L.P.
N/A—413,952-413,952-100%$9.2M———
IHT Wealth Management, LLC
N/A—388,937-388,937-100%$8.7M———
Waterloo Capital, L.P.
N/A—384,700-384,700-100%$8.6M———
January Capital Advisors LLC
N/A—368,860-368,860-100%$8.2M———
Cerity Partners LLC
N/A—356,009-356,009-100%$7.9M———
Equitable Holdings, Inc.
N/A—354,022-354,022-100%$7.9M———
Alpha Capital Advisors Inc
N/A—337,507-337,507-100%$7.5M———
Swisher Financial Concepts, Inc.
N/A—310,986-310,986-100%$6.9M———
Geneos Wealth Management Inc.
N/A—282,442-282,442-100%$6.3M———
Smartleaf Asset Management LLC
N/A—277,792-277,792-100%$6.2M———
Jane Street Group, LLC
N/A—277,450-277,450-100%$6.2M———
Capital Analysts, LLC
N/A—267,958-267,958-100%$6.0M———
Natixis Advisors, LLC
N/A—267,586-267,586-100%$6.0M———
Goldman Sachs Group Inc
N/A—266,130-266,130-100%$5.9M———
Kera Capital Partners, Inc.
N/A—254,909-254,909-100%$5.7M———
Susquehanna International Group, LLP
N/A—253,358-253,358-100%$5.6M———
Leigh Baldwin & Co., LLC
N/A—249,853-249,853-100%$5.6M———
Inspire Advisors, LLC
N/A—225,186-225,186-100%$5.0M———
Vigil Wealth Management, LLC
N/A—215,129-215,129-100%$4.8M———
Western Wealth Management, LLC
N/A—178,443-178,443-100%$4.0M———
Citadel Advisors LLC
N/A—163,537-163,537-100%$3.6M———
Stratos Wealth Partners, Ltd.
N/A—156,388-156,388-100%$3.5M———
Cvfg LLC
N/A—154,551-154,551-100%$3.4M———
Gateway Wealth Partners, LLC
N/A—151,524-151,524-100%$3.4M———
Capital Group Private Client Services, Inc.
N/A—148,125-148,125-100%$3.3M———
Perennial Investment Advisors, LLC
N/A—147,563-147,563-100%$3.3M———
Summit Financial, LLC
N/A—141,695-141,695-100%$3.2M———
Continuum Advisory, LLC
N/A—141,309-141,309-100%$3.1M———
Rothschild Investment LLC
N/A—136,660-136,660-100%$3.0M———
Orion Porfolio Solutions, LLC
N/A—135,555-135,555-100%$3.0M———
Great Valley Advisor Group, Inc.
N/A—130,821-130,821-100%$2.9M———
World Investment Advisors
N/A—125,028-125,028-100%$2.8M———
Hopwood Nicholas Hunter
N/A—122,804-122,804-100%$2.7M———
Ameriprise Financial Inc
N/A—120,226-120,226-100%$2.7M———
Bristlecone Value Partners, LLC
N/A—117,825-117,825-100%$2.6M———
Belpointe Asset Management LLC
N/A—116,190-116,190-100%$2.6M———
Forge Financial Services LLC
N/A—109,496-109,496-100%$2.4M———
Global Retirement Partners, LLC
N/A—107,010-107,010-100%$2.4M———
Kintra Wealth, LLC
N/A—98,704-98,704-100%$2.2M———
Kingsview Wealth Management, LLC
N/A—98,291-98,291-100%$2.2M———
JPMorgan Chase & Co
N/A—93,583-93,583-100%$2.1M———
IFG Advisory, LLC
N/A—92,768-92,768-100%$2.1M———
BFC Planning, Inc.
N/A—91,027-91,027-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—89,078-89,078-100%$2.0M———
Envestnet Portfolio Solutions, Inc.
N/A—84,268-84,268-100%$1.9M———
Principal Securities, Inc.
N/A—80,721-80,721-100%$1.8M———
Roehl & Yi Investment Advisors, LLC
N/A—79,357-79,357-100%$1.8M———
Ameritas Investment Partners, Inc.
N/A—73,328-73,328-100%$1.6M———
Sittner & Nelson, LLC
N/A—70,382-70,382-100%$1.6M———
5T Wealth, LLC
N/A—69,460-69,460-100%$1.5M———
OneAscent Financial Services LLC
N/A—65,024-65,024-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—62,484-62,484-100%$1.4M———
Arkadios Wealth Advisors
N/A—57,244-57,244-100%$1.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—57,099-57,099-100%$1.3M———
Cofg Advisors, LLC
N/A—54,750-54,750-100%$1.2M———
Aspire Growth Partners LLC
N/A—47,454-47,454-100%$1.1M———
Advisory Services Network, LLC
N/A—46,469-46,469-100%$1.0M———
HighPoint Advisor Group LLC
N/A—44,685-44,685-100%$996.0K———
Steward Partners Investment Advisory, LLC
N/A—43,698-43,698-100%$974.0K———
Vestmark Advisory Solutions, Inc.
N/A—37,632-37,632-100%$838.8K———
Arax Advisory Partners
N/A—36,769-36,769-100%$819.6K———
Advisory Alpha, LLC
N/A—36,109-36,109-100%$804.9K———
Pinnacle Financial Partners, Inc.
N/A—34,963-34,963-100%$779.3K———
Madison Wealth Partners, Inc
N/A—34,770-34,770-100%$775.0K———
Integrated Wealth Concepts LLC
N/A—34,374-34,374-100%$766.2K———
EQ Wealth Advisors, LLC
N/A—32,319-32,319-100%$720.4K———
Franklin Resources Inc
N/A—28,858-28,858-100%$643.2K———
Mariner, LLC
N/A—28,163-28,163-100%$627.8K———
Silver OAK Securities, Incorporated
N/A—24,974-24,974-100%$556.7K———
Atlas Legacy Advisors, LLC
N/A—24,232-24,232-100%$540.1K———
Anchor Investment Management, LLC
N/A—22,203-22,203-100%$494.9K———
Focus Partners Wealth
N/A—19,337-19,337-100%$431.0K———
Qube Research & Technologies Ltd
N/A—16,957-16,957-100%$378.0K———
American Financial Advisors, LLC
N/A—16,865-16,865-100%$375.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,305-16,305-100%$363.4K———
Bleakley Financial Group, LLC
N/A—16,141-16,141-100%$359.8K———
Florida Financial Advisors, LLC
N/A—14,463-14,463-100%$322.4K———
Tudor Financial Inc.
N/A—13,833-13,833-100%$308.3K———
Tradition Wealth Management, LLC
N/A—12,992-12,992-100%$289.6K———
Frazier Financial Advisors, LLC
N/A—12,694-12,694-100%$283.0K———
CIM, LLC
N/A—12,687-12,687-100%$282.8K———
Cauble & Harre Wealth Management, Inc.
N/A—12,569-12,569-100%$280.2K———
King Wealth Management Group
N/A—11,548-11,548-100%$257.0K———
MAI Capital Management
N/A—11,203-11,203-100%$249.7K———
Advyzon Investment Management, LLC
N/A—11,085-11,085-100%$247.1K———
Stonebridge Financial Group, LLC / MO
N/A—10,990-10,990-100%$245.0K———
Vantus Wealth LLC
N/A—10,903-10,903-100%$243.0K———
AQR Capital Management LLC
N/A—10,058-10,058-100%$224.2K———
Centaurus Financial, Inc.
N/A—9,943-9,943-100%$222.0K———
Ascension Capital Advisors, Inc.
N/A—9,851-9,851-100%$219.6K———
Yarger Wealth Strategies, LLC
N/A—9,540-9,540-100%$211.5K———
Aptus Capital Advisors, LLC
N/A—4,425-4,425-100%$98.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,779-3,779-100%$84.2K———
Godfrey Financial Associates, Inc.
N/A—2,920-2,920-100%$65.1K———
Synergy Investment Management, LLC
N/A—2,871-2,871-100%$64.0K———
Colonial Trust Co / SC
N/A—2,003-2,003-100%$44.8K———
Bessemer Group Inc
N/A—2,000-2,000-100%$45.0K———
Front Row Advisors LLC
N/A—900-900-100%$19.8K———
Ameriflex Group, Inc.
N/A—112-112-100%$2.5K———
Fiduciary Financial Advisors
N/A—91-91-100%$2.0K———
AE Wealth Management LLC
N/A—00—$6———
Showing 349 of 349 institutions