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Cap Group Municipal Income (CGMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares13,032,048 from 11,590,616
Change+1,441,432 (+12%)
Value$338.1M (+$19.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares3,129,755 from 2,929,467
Change+200,288 (+7%)
Value$81.2M (+$713.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,186,042 from 2,160,787
Change+25,255 (+1%)
Value$56.7M (-$2.7M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares1,420,971 from 1,388,326
Change+32,645 (+2%)
Value$36.9M (-$1.3M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares1,185,205 from 1,168,831
Change+16,374 (+1%)
Value$30.7M (-$1.4M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares1,115,190 from 748,312
Change+366,878 (+49%)
Value$28.9M (+$8.4M)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares1,038,392 from 917,990
Change+120,402 (+13%)
Value$26.9M (+$1.7M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares974,967 from 871,296
Change+103,671 (+12%)
Value$25.3M (+$1.4M)
Filed 2026-10-30
J. Derek Lewis & Associates Inc.
DECREASED
Shares867,056 from 885,576
Change-18,520 (-2%)
Value$22.5M (-$1.8M)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares839,295 from 836,728
Change+2,567 (+0%)
Value$21.8M (-$1.2M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares765,597 from 356,633
Change+408,964 (+115%)
Value$19.9M (+$10.1M)
Filed 2026-10-01
Clear Trail Advisors, LLC
INCREASED
Shares664,587 from 663,356
Change+1,231 (+0%)
Value$17.2M (-$983.0K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
INCREASED
Shares613,051 from 582,270
Change+30,781 (+5%)
Value$15.9M (-$82.0K)
Filed 2026-10-26
Legacy CG, LLC
NEW
Shares594,683
Change+594,683
Value$15.4M
Filed 2026-10-30
MB, Levis & Associates, LLC
INCREASED
Shares505,287 from 422,343
Change+82,944 (+20%)
Value$13.1M (+$1.5M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares501,631 from 257,734
Change+243,897 (+95%)
Value$13.0M (+$5.9M)
Filed 2026-10-21
Entrust Financial LLC
INCREASED
Shares481,064 from 6,046
Change+475,018 (+7857%)
Value$12.5M (+$12.3M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares448,769 from 456,014
Change-7,245 (-2%)
Value$11.6M (-$885.6K)
Filed 2026-11-06
RMR Wealth Builders
INCREASED
Shares448,434 from 414,630
Change+33,804 (+8%)
Value$11.7M (+$246.4K)
Filed 2026-10-22
EnRich Financial Partners LLC
INCREASED
Shares418,717 from 415,313
Change+3,404 (+1%)
Value$10.9M (-$547.1K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares407,427 from 323,544
Change+83,883 (+26%)
Value$10.6M (+$1.7M)
Filed 2026-10-29
Cannon Financial Strategists, Inc.
INCREASED
Shares406,974 from 305,784
Change+101,190 (+33%)
Value$10.6M (+$2.2M)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED
Shares402,183 from 271,595
Change+130,588 (+48%)
Value$10.4M (+$3.0M)
Filed 2026-11-02
Michael Brady & Co., LLC
INCREASED
Shares395,007 from 382,401
Change+12,606 (+3%)
Value$10.2M (-$258.1K)
Filed 2026-10-23
Strid Group, LLC
NEW
Shares387,146
Change+387,146
Value$10.0M
Filed 2026-10-28
Keudell ison Wealth Management
NEW
Shares340,258
Change+340,258
Value$8.8M
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares323,561 from 174,513
Change+149,048 (+85%)
Value$8.4M (+$3.6M)
Filed 2026-11-05
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares322,822 from 326,554
Change-3,732 (-1%)
Value$8.4M (-$491.9K)
Filed 2026-10-14
Leverty Financial Group, LLC
INCREASED
Shares301,063 from 167,503
Change+133,560 (+80%)
Value$7.8M (+$3.2M)
Filed 2026-10-08
Robinson Smith Wealth Advisors LLC
DECREASED
Shares298,720 from 326,095
Change-27,375 (-8%)
Value$7.7M (-$1.2M)
Filed 2026-10-22
New England Capital Financial Advisors LLC
INCREASED
Shares295,666 from 291,291
Change+4,375 (+2%)
Value$7.7M (-$332.2K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED
Shares289,498 from 264,359
Change+25,139 (+10%)
Value$7.5M (+$247.6K)
Filed 2026-10-16
Alliance Private Wealth, LLC
DECREASED
Shares285,845 from 315,801
Change-29,956 (-9%)
Value$7.4M (-$1.3M)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares283,092 from 317,921
Change-34,829 (-11%)
Value$7.3M (-$1.4M)
Filed 2026-11-05
Vaquero Private Wealth, LTD
INCREASED
Shares280,491 from 251,465
Change+29,026 (+12%)
Value$7.3M (+$368.2K)
Filed 2026-10-27
Clarity Asset Management, Inc.
INCREASED
Shares279,530 from 268,763
Change+10,767 (+4%)
Value$7.3M (-$131.9K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares273,319 from 147,010
Change+126,309 (+86%)
Value$7.2M (+$3.1M)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares269,804 from 261,200
Change+8,604 (+3%)
Value$7.0M (-$176.5K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares264,075 from 239,430
Change+24,645 (+10%)
Value$6.9M (+$273.0K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares242,782 from 193,766
Change+49,016 (+25%)
Value$6.3M (+$975.0K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares237,595 from 237,250
Change+345 (+0%)
Value$6.2M (-$354.0K)
Filed 2026-11-05
IMPACTfolio, LLC
INCREASED
Shares237,072 from 224,209
Change+12,863 (+6%)
Value$6.1M (-$9.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares235,714 from 247,481
Change-11,767 (-5%)
Value$6.1M (-$683.9K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares227,218 from 73,758
Change+153,460 (+208%)
Value$5.9M (+$3.9M)
Filed 2026-10-28
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares224,000 from 223,595
Change+405 (+0%)
Value$5.8M (-$331.6K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
INCREASED
Shares221,132 from 201,026
Change+20,106 (+10%)
Value$5.7M (+$272.3K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares198,973 from 155,700
Change+43,273 (+28%)
Value$5.2M (+$884.3K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares195,095 from 402,606
Change-207,511 (-52%)
Value$5.1M (-$6.0M)
Filed 2026-11-04
Legacy Private Trust Co.
DECREASED
Shares184,373 from 234,091
Change-49,718 (-21%)
Value$4.8M (-$1.6M)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares175,815 from 195,645
Change-19,830 (-10%)
Value$4.6M (-$796.5K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares160,586 from 133,783
Change+26,803 (+20%)
Value$4.2M (+$490.6K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares159,237 from 21,832
Change+137,405 (+629%)
Value$4.1M (+$3.5M)
Filed 2026-10-08
Petredis Investment Advisors LLC
DECREASED
Shares148,155 from 154,087
Change-5,932 (-4%)
Value$3.8M (-$389.6K)
Filed 2026-10-20
Trinity Wealth Management, LLC
INCREASED
Shares143,525 from 143,162
Change+363 (+0%)
Value$3.7M (-$209.6K)
Filed 2026-10-13
Novem Group
INCREASED
Shares137,310 from 95,919
Change+41,391 (+43%)
Value$3.6M (+$926.9K)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares136,772 from 136,308
Change+464 (+0%)
Value$3.5M (-$196.5K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED
Shares134,160 from 155,828
Change-21,668 (-14%)
Value$3.5M (-$800.5K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares131,530 from 117,301
Change+14,229 (+12%)
Value$3.4M (+$189.6K)
Filed 2026-11-06
Waterway Wealth Management, LLC
NEW
Shares130,600
Change+130,600
Value$3.4M
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares126,583 from 108,489
Change+18,094 (+17%)
Value$3.3M (+$303.4K)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares125,468 from 57,966
Change+67,502 (+116%)
Value$3.3M (+$1.7M)
Filed 2026-11-04
NavPoint Financial, Inc.
INCREASED
Shares122,816 from 102,825
Change+19,991 (+19%)
Value$3.2M (+$361.2K)
Filed 2026-10-21
Beacon Capital Management, Inc.
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$3.1M (-$183.6K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares118,574 from 114,751
Change+3,823 (+3%)
Value$3.1M (-$76.4K)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares116,651 from 131,819
Change-15,168 (-12%)
Value$3.0M (-$595.1K)
Filed 2026-10-09
Platt Wealth Management LLC
DECREASED
Shares111,197 from 117,391
Change-6,194 (-5%)
Value$2.9M (-$340.0K)
Filed 2026-11-04
Landmark Wealth Management, LLC
DECREASED
Shares110,660 from 156,284
Change-45,624 (-29%)
Value$2.9M (-$1.4M)
Filed 2026-11-03
Penney Financial, LLC
DECREASED
Shares109,591 from 211,497
Change-101,906 (-48%)
Value$2.8M (-$3.0M)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares108,758 from 101,521
Change+7,237 (+7%)
Value$2.8M (+$32.4K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares107,116 from 97,977
Change+9,139 (+9%)
Value$2.9M (+$203.0K)
Filed 2026-11-02
Financial Council, LLC
INCREASED
Shares106,545 from 95,167
Change+11,378 (+12%)
Value$2.8M (+$149.5K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares105,920 from 48,723
Change+57,197 (+117%)
Value$2.7M (+$1.4M)
Filed 2026-10-26
Cedar Point Capital Partners, LLC
INCREASED
Shares104,452 from 101,376
Change+3,076 (+3%)
Value$2.7M (-$75.3K)
Filed 2026-10-29
Main Line Retirement Advisors, LLC
DECREASED
Shares104,166 from 104,517
Change-351 (0%)
Value$2.7M (-$169.0K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares102,990 from 9,513
Change+93,477 (+983%)
Value$2.7M (+$2.4M)
Filed 2026-10-19
Thrive Wealth Management, LLC
DECREASED
Shares102,200 from 129,138
Change-26,938 (-21%)
Value$2.7M (-$896.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares101,379 from 74,849
Change+26,530 (+35%)
Value$2.6M (+$573.7K)
Filed 2026-10-23
Entruity Wealth, LLC
INCREASED
Shares92,521 from 61,666
Change+30,855 (+50%)
Value$2.4M (+$706.0K)
Filed 2026-11-06
Skyline Advisors, Inc.
DECREASED
Shares91,801 from 132,850
Change-41,049 (-31%)
Value$2.4M (-$1.3M)
Filed 2026-11-03
Snider Financial Group
INCREASED
Shares91,377 from 88,906
Change+2,471 (+3%)
Value$2.4M (-$71.9K)
Filed 2026-10-16
Melone Private Wealth, LLC
INCREASED
Shares90,319 from 83,852
Change+6,467 (+8%)
Value$2.3M (+$39.5K)
Filed 2026-10-16
Freedom Financial Partners LLC
INCREASED
Shares87,488 from 85,163
Change+2,325 (+3%)
Value$2.3M (-$70.0K)
Filed 2026-10-19
Northwest Financial Advisors
DECREASED
Shares86,620 from 103,447
Change-16,827 (-16%)
Value$2.2M (-$594.8K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares86,237 from 82,101
Change+4,136 (+5%)
Value$2.2M (-$18.0K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares81,614 from 81,004
Change+610 (+1%)
Value$2.1M (-$108.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares73,506 from 52,129
Change+21,377 (+41%)
Value$1.9M (+$474.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares72,169 from 55,851
Change+16,318 (+29%)
Value$1.9M (+$337.8K)
Filed 2026-10-26
AA Financial Advisors, LLC
UNCHANGED
Shares67,338 from 67,338
Change0 (0%)
Value$1.7M (-$103.0K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares65,047 from 44,204
Change+20,843 (+47%)
Value$1.7M (+$523.8K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares63,385 from 64,729
Change-1,344 (-2%)
Value$1.6M (-$129.0K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares59,156 from 36,097
Change+23,059 (+64%)
Value$1.5M (+$542.9K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares58,383 from 62,684
Change-4,301 (-7%)
Value$1.5M (-$207.5K)
Filed 2026-10-16
Smith Thornton Advisors LLC
DECREASED
Shares58,210 from 60,210
Change-2,000 (-3%)
Value$1.5M (-$138.6K)
Filed 2026-10-16
TrueWealth Advisors, LLC
INCREASED
Shares56,701 from 53,363
Change+3,338 (+6%)
Value$1.5M (+$4.9K)
Filed 2026-10-09
Sard Wealth Management Group, LLC
INCREASED
Shares53,497 from 20,099
Change+33,398 (+166%)
Value$1.4M (+$835.6K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
INCREASED
Shares53,067 from 48,538
Change+4,529 (+9%)
Value$1.4M (+$43.2K)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
NEW
Shares52,701
Change+52,701
Value$1.4M
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares50,843 from 76,257
Change-25,414 (-33%)
Value$1.3M (-$775.9K)
Filed 2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED
Shares49,902 from 51,589
Change-1,687 (-3%)
Value$1.3M (-$122.7K)
Filed 2026-10-06
IFP Advisors, Inc
INCREASED
Shares49,562 from 29,432
Change+20,130 (+68%)
Value$1.3M (+$477.1K)
Filed 2026-10-16
Souders Financial Advisors
DECREASED
Shares49,562 from 58,578
Change-9,016 (-15%)
Value$1.3M (-$323.5K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares49,162 from 45,951
Change+3,211 (+7%)
Value$1.3M (+$13.0K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares48,184 from 21,834
Change+26,350 (+121%)
Value$1.2M (+$650.1K)
Filed 2026-11-06
Equity Wealth Partners, LLC
INCREASED
Shares46,467 from 32,679
Change+13,788 (+42%)
Value$1.2M (+$307.7K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares46,000 from 37,084
Change+8,916 (+24%)
Value$1.2M (+$174.5K)
Filed 2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares43,707 from 77,402
Change-33,695 (-44%)
Value$1.1M (-$992.5K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares43,339 from 30,089
Change+13,250 (+44%)
Value$1.1M (+$297.7K)
Filed 2026-10-13
IFS Advisors, LLC
NEW
Shares42,932
Change+42,932
Value$1.1M
Filed 2026-10-14
Intergy Private Wealth, LLC
DECREASED
Shares42,323 from 43,641
Change-1,318 (-3%)
Value$1.1M (-$101.0K)
Filed 2026-10-16
Quantum Financial Partners LLC
DECREASED
Shares40,965 from 63,567
Change-22,602 (-36%)
Value$1.1M (-$683.6K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares39,961 from 38,941
Change+1,020 (+3%)
Value$1.0M (-$33.1K)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares38,397 from 36,899
Change+1,498 (+4%)
Value$996.0K (-$17.6K)
Filed 2026-10-23
Armstrong, Fleming & Moore, Inc
DECREASED
Shares37,934 from 46,215
Change-8,281 (-18%)
Value$984.0K (-$285.5K)
Filed 2026-10-28
Cambridge Capital Management, LLC
INCREASED
Shares37,442 from 22,891
Change+14,551 (+64%)
Value$971.2K (+$342.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares36,600 from 30,251
Change+6,349 (+21%)
Value$949.4K (+$118.4K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares36,404 from 37,301
Change-897 (-2%)
Value$944.3K (-$80.3K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
INCREASED
Shares35,805 from 27,031
Change+8,774 (+32%)
Value$928.8K (+$186.2K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
INCREASED
Shares35,427 from 29,318
Change+6,109 (+21%)
Value$919.0K (+$113.6K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares34,489 from 25,452
Change+9,037 (+36%)
Value$894.6K (+$195.5K)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares33,798 from 30,150
Change+3,648 (+12%)
Value$876.7K (+$48.5K)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares33,159 from 32,559
Change+600 (+2%)
Value$860.1K (-$34.3K)
Filed 2026-10-30
Family Office Research LLC
INCREASED
Shares32,764 from 21,415
Change+11,349 (+53%)
Value$849.9K (+$261.6K)
Filed 2026-10-14
Peoples Bank
NEW
Shares32,622
Change+32,622
Value$846.2K
Filed 2026-10-26
Sunrise Financial Services, LLC
INCREASED
Shares32,596 from 23,357
Change+9,239 (+40%)
Value$845.6K (+$203.9K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares32,466 from 29,426
Change+3,040 (+10%)
Value$842.2K (+$33.8K)
Filed 2026-10-09
Seamount Financial Group Inc
INCREASED
Shares32,277 from 23,301
Change+8,976 (+39%)
Value$837.3K (+$197.2K)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares31,631 from 30,479
Change+1,152 (+4%)
Value$820.5K (-$16.8K)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares31,270 from 30,298
Change+972 (+3%)
Value$811.1K (-$21.1K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares30,476 from 20,000
Change+10,476 (+52%)
Value$790.5K (+$241.1K)
Filed 2026-10-08
Bill Few Associates, Inc.
INCREASED
Shares30,416 from 23,778
Change+6,638 (+28%)
Value$789.0K (+$135.8K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares30,162 from 23,011
Change+7,151 (+31%)
Value$782.4K (+$150.3K)
Filed 2026-10-16
Carson Advisory Inc.
INCREASED
Shares28,279 from 27,444
Change+835 (+3%)
Value$733.6K (-$20.3K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares27,746 from 26,418
Change+1,328 (+5%)
Value$719.7K (-$6.0K)
Filed 2026-10-23
Sunburst Financial Group, LLC
NEW
Shares27,075
Change+27,075
Value$702.3K
Filed 2026-10-09
Milestone Investment Advisors LLC
DECREASED
Shares26,140 from 45,075
Change-18,935 (-42%)
Value$678.1K (-$560.1K)
Filed 2026-11-05
Capital Management Associates, Inc
INCREASED
Shares25,854 from 24,611
Change+1,243 (+5%)
Value$670.7K (-$5.4K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares25,492 from 25,964
Change-472 (-2%)
Value$661.3K (-$52.0K)
Filed 2026-10-08
Diversify Advisory Services, LLC
INCREASED
Shares24,979 from 21,969
Change+3,010 (+14%)
Value$658.2K (+$62.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,979 from 21,969
Change+3,010 (+14%)
Value$658.2K (+$62.6K)
Filed 2026-10-20
Crosspoint Financial, LLC
NEW
Shares23,865
Change+23,865
Value$619.0K
Filed 2026-11-03
Wealth Group Ltd
UNCHANGED
Shares23,793 from 23,793
Change0 (0%)
Value$618.9K (-$34.7K)
Filed 2026-10-07
Midwest Heritage Bank, FSB
INCREASED
Shares23,303 from 17,402
Change+5,901 (+34%)
Value$604.5K (+$126.4K)
Filed 2026-10-26
HB Wealth Management, LLC
DECREASED
Shares23,000 from 29,100
Change-6,100 (-21%)
Value$596.6K (-$202.8K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares22,467 from 19,172
Change+3,295 (+17%)
Value$582.8K (+$56.1K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares22,241 from 16,584
Change+5,657 (+34%)
Value$576.9K (+$121.4K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares21,913 from 20,074
Change+1,839 (+9%)
Value$568.4K (+$17.0K)
Filed 2026-10-28
ProCore Advisors, LLC
DECREASED
Shares21,535 from 23,755
Change-2,220 (-9%)
Value$558.6K (-$93.9K)
Filed 2026-10-14
Transcendent Capital Group LLC
INCREASED
Shares21,424 from 20,392
Change+1,032 (+5%)
Value$555.7K (-$4.4K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares20,252 from 19,451
Change+801 (+4%)
Value$525.3K (-$9.0K)
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares19,955 from 16,450
Change+3,505 (+21%)
Value$517.6K (+$65.8K)
Filed 2026-11-03
Planned Solutions, Inc.
NEW
Shares19,840
Change+19,840
Value$514.7K
Filed 2026-10-19
M Wealth Management, LLC
DECREASED
Shares19,755 from 19,759
Change-4 (0%)
Value$512.4K (-$30.3K)
Filed 2026-10-14
Balboa Wealth Partners
INCREASED
Shares19,438 from 18,665
Change+773 (+4%)
Value$504.2K (-$8.5K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares19,087 from 16,710
Change+2,377 (+14%)
Value$495.1K (+$36.1K)
Filed 2026-10-19
Glenview Trust Co
UNCHANGED
Shares18,984 from 18,984
Change0 (0%)
Value$492.4K (-$29.0K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares18,763 from 20,223
Change-1,460 (-7%)
Value$486.7K (-$68.8K)
Filed 2026-10-15
Gateway Investment Advisers LLC
UNCHANGED
Shares18,264 from 18,264
Change0 (0%)
Value$473.8K (-$27.9K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares18,189 from 16,287
Change+1,902 (+12%)
Value$471.8K (+$24.4K)
Filed 2026-11-03
Succession Financial, Inc.
UNCHANGED
Shares18,162 from 18,162
Change0 (0%)
Value$471.1K (-$27.8K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares18,147 from 18,111
Change+36 (+0%)
Value$470.8K (-$26.8K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares18,136 from 15,294
Change+2,842 (+19%)
Value$470.5K (+$50.3K)
Filed 2026-10-14
Riversedge Advisors, LLC
NEW
Shares17,887
Change+17,887
Value$464.0K
Filed 2026-10-09
Essential Investment Partners LLC
UNCHANGED
Shares17,534 from 17,534
Change0 (0%)
Value$454.8K (-$26.8K)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares17,258 from 17,258
Change0 (0%)
Value$474.1K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares16,670 from 27,142
Change-10,472 (-39%)
Value$432.4K (-$313.2K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares15,983 from 16,267
Change-284 (-2%)
Value$414.6K (-$32.3K)
Filed 2026-10-16
CLG LLC
DECREASED
Shares15,542 from 17,581
Change-2,039 (-12%)
Value$403.2K (-$79.8K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares14,829 from 17,111
Change-2,282 (-13%)
Value$384.7K (-$85.4K)
Filed 2026-10-08
KWB Wealth
INCREASED
Shares14,708 from 13,184
Change+1,524 (+12%)
Value$381.5K (+$19.4K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares14,006 from 8,031
Change+5,975 (+74%)
Value$363.3K (+$142.7K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares13,968 from 9,492
Change+4,476 (+47%)
Value$362.3K (+$101.6K)
Filed 2026-10-29
CGN Advisors LLC
INCREASED
Shares13,955 from 13,776
Change+179 (+1%)
Value$362.0K (-$16.4K)
Filed 2026-10-21
LifeGoal Investments, LLC
DECREASED
Shares13,878 from 32,807
Change-18,929 (-58%)
Value$360.0K (-$541.2K)
Filed 2026-10-09
Langley Wealth Management, LLC
INCREASED
Shares13,500 from 7,711
Change+5,789 (+75%)
Value$350.2K (+$138.4K)
Filed 2026-11-04
Saxony Capital Management, LLC
NEW
Shares13,427
Change+13,427
Value$348.3K
Filed 2026-10-15
Advisortrust Partners, LLC
INCREASED
Shares13,366 from 10,853
Change+2,513 (+23%)
Value$346.7K (+$48.6K)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED
Shares13,304 from 13,304
Change0 (0%)
Value$345.1K (-$20.4K)
Filed 2026-10-14
NWF Advisory Services Inc.
NEW
Shares12,551
Change+12,551
Value$325.6K
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares12,532 from 10,039
Change+2,493 (+25%)
Value$325.1K (+$49.3K)
Filed 2026-11-06
DeDora Capital, Inc.
INCREASED
Shares12,350 from 11,475
Change+875 (+8%)
Value$320.4K (+$5.2K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
NEW
Shares11,972
Change+11,972
Value$310.5K
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares11,796 from 11,693
Change+103 (+1%)
Value$306.0K (-$15.2K)
Filed 2026-10-20
Jones Kertz & Associates, Inc.
INCREASED
Shares11,322 from 11,053
Change+269 (+2%)
Value$293.7K (-$9.9K)
Filed 2026-10-28
Charter Capital Management, Llc\de
INCREASED
Shares11,258 from 8,888
Change+2,370 (+27%)
Value$292.0K (+$47.9K)
Filed 2026-10-28
Ballew Advisors, Inc
UNCHANGED
Shares11,240 from 11,240
Change0 (0%)
Value$292.4K (-$16.6K)
Filed 2026-10-05
Lodestone Wealth Management LLC
INCREASED
Shares11,100 from 11,004
Change+96 (+1%)
Value$287.9K (-$14.3K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares11,024 from 9,414
Change+1,610 (+17%)
Value$286.0K (+$27.3K)
Filed 2026-10-28
Latitude Advisors, LLC
INCREASED
Shares10,624 from 10,601
Change+23 (+0%)
Value$275.6K (-$15.6K)
Filed 2026-10-27
Oppenheimer & Co Inc
NEW
Shares10,256
Change+10,256
Value$266.0K
Filed 2026-10-26
Burford Brothers, Inc.
UNCHANGED
Shares10,196 from 10,196
Change0 (0%)
Value$264.5K (-$15.6K)
Filed 2026-10-21
Carlson Financial, Inc.
DECREASED
Shares10,107 from 12,876
Change-2,769 (-22%)
Value$262.2K (-$91.6K)
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares9,868
Change+9,868
Value$256.0K
Filed 2026-11-06
Crusonia Wealth Advisors LLC
NEW
Shares9,615
Change+9,615
Value$249.4K
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares9,474 from 4,995
Change+4,479 (+90%)
Value$245.8K (+$108.5K)
Filed 2026-11-05
Compass Ion Advisors, LLC
UNCHANGED
Shares9,157 from 9,157
Change0 (0%)
Value$237.5K (-$14.0K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares8,942
Change+8,942
Value$232.0K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares8,942
Change+8,942
Value$232.0K
Filed 2026-10-14
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$231.5K (-$13.7K)
Filed 2026-10-19
StoneX Group Inc.
NEW
Shares8,651
Change+8,651
Value$224.4K
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,446
Change+8,446
Value$219.1K
Filed 2026-10-16
CWS Financial Advisors, LLC
INCREASED
Shares8,365 from 8,345
Change+20 (+0%)
Value$217.0K (-$12.3K)
Filed 2026-10-16
World Equity Group, Inc.
NEW
Shares8,302
Change+8,302
Value$215.4K
Filed 2026-10-14
Affiance Financial, LLC
INCREASED
Shares8,060 from 7,989
Change+71 (+1%)
Value$209.1K (-$10.4K)
Filed 2026-10-15
NewSquare Capital LLC
NEW
Shares8,055
Change+8,055
Value$208.9K
Filed 2026-11-06
Good Harbor Advisors, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$207.5K (-$12.2K)
Filed 2026-10-20
MBE Wealth Management, LLC
NEW
Shares7,808
Change+7,808
Value$202.5K
Filed 2026-10-26
Capital Asset Advisory Services LLC
UNCHANGED
Shares7,673 from 7,673
Change0 (0%)
Value$203.9K (-$6.8K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
NEW
Shares7,488
Change+7,488
Value$194.2K
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares7,442 from 7,442
Change0 (0%)
Value$193.0K (-$11.4K)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares4,968
Change+4,968
Value$128.9K
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,000 from 8,401
Change-4,401 (-52%)
Value$103.8K (-$127.0K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares3,750
Change+3,750
Value$97.3K
Filed 2026-10-21
Community Bank, N.A.
NEW
Shares3,455
Change+3,455
Value$89.6K
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$89.5K (-$5.3K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares2,826 from 1,856
Change+970 (+52%)
Value$73.3K (+$22.3K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares2,510
Change+2,510
Value$65.1K
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares1,893 from 1,043
Change+850 (+82%)
Value$49.1K (+$20.5K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$42.2K (-$2.5K)
Filed 2026-10-05
Kingdom Financial Group Llc.
NEW
Shares1,542
Change+1,542
Value$40.0K
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$31.9K (-$1.9K)
Filed 2026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$30.1K (-$1.8K)
Filed 2026-10-14
Clark Wealth Partners
DECREASED
Shares596 from 637
Change-41 (-6%)
Value$15.5K (-$2.0K)
Filed 2026-10-19
Jnba Financial Advisors
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$8.4K (-$496)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.8K (-$459)
Filed 2026-10-22
PNC Financial Services Group, Inc.
NEW
Shares244
Change+244
Value$6.3K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
INCREASED
Shares107 from 60
Change+47 (+78%)
Value$2.8K (+$1.1K)
Filed 2026-10-23
VestGen Advisors, LLC
CLOSED
Shares0 from 33,072
Change-33,072 (-100%)
Value$0 (-$908.5K)
Filed 2026-10-27
Strategic Blueprint, LLC
CLOSED
Shares0 from 9,067
Change-9,067 (-100%)
Value$0 (-$249.1K)
Filed 2026-10-22
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 7,798
Change-7,798 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-03
Wellington Grp LLC
CLOSED
Shares0 from 2,135
Change-2,135 (-100%)
Value$0 (-$58.0K)
Filed 2026-11-06
CX Institutional
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$8)
Filed 2026-10-02
Key FInancial Inc
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-02
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$6 (-$1)
Filed 2026-11-06
Capital International Investors
N/A
Shares— from 50,129,642
Change-50,129,642 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,701,352
Change-13,701,352 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,864,259
Change-10,864,259 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,893,297
Change-9,893,297 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,666,614
Change-8,666,614 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,493,642
Change-5,493,642 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,174,365
Change-5,174,365 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,610,111
Change-4,610,111 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,861,789
Change-3,861,789 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,862,085
Change-2,862,085 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,479,147
Change-2,479,147 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,412,135
Change-2,412,135 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,228,862
Change-2,228,862 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,946,260
Change-1,946,260 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,585,807
Change-1,585,807 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,581,945
Change-1,581,945 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,579,564
Change-1,579,564 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,527,399
Change-1,527,399 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,321,147
Change-1,321,147 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,308,396
Change-1,308,396 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,261,457
Change-1,261,457 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,154,308
Change-1,154,308 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,086,840
Change-1,086,840 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,078,448
Change-1,078,448 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 946,844
Change-946,844 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 742,297
Change-742,297 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 722,530
Change-722,530 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 539,112
Change-539,112 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 516,264
Change-516,264 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 461,043
Change-461,043 (-100%)
Value—
&partners
N/A
Shares— from 408,202
Change-408,202 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 404,334
Change-404,334 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 387,615
Change-387,615 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 378,400
Change-378,400 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 377,874
Change-377,874 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 345,566
Change-345,566 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 333,857
Change-333,857 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 326,066
Change-326,066 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 305,929
Change-305,929 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 305,624
Change-305,624 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 285,973
Change-285,973 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 263,987
Change-263,987 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 245,076
Change-245,076 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 242,504
Change-242,504 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 241,477
Change-241,477 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 229,441
Change-229,441 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 215,656
Change-215,656 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 205,431
Change-205,431 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 196,849
Change-196,849 (-100%)
Value—
Stephens Inc
N/A
Shares— from 196,215
Change-196,215 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 194,705
Change-194,705 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 194,341
Change-194,341 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 190,366
Change-190,366 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 189,778
Change-189,778 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 165,717
Change-165,717 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 163,883
Change-163,883 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 148,803
Change-148,803 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 143,226
Change-143,226 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 140,159
Change-140,159 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 137,957
Change-137,957 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 137,509
Change-137,509 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 128,242
Change-128,242 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 126,887
Change-126,887 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 126,545
Change-126,545 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 125,713
Change-125,713 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 122,417
Change-122,417 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 108,335
Change-108,335 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 106,021
Change-106,021 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 96,242
Change-96,242 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 94,852
Change-94,852 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 93,703
Change-93,703 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 88,180
Change-88,180 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 87,895
Change-87,895 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 84,849
Change-84,849 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 81,472
Change-81,472 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 81,293
Change-81,293 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 78,493
Change-78,493 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70,577
Change-70,577 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 69,691
Change-69,691 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 60,483
Change-60,483 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 58,170
Change-58,170 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 57,477
Change-57,477 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 57,115
Change-57,115 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 56,145
Change-56,145 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 54,028
Change-54,028 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 53,550
Change-53,550 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 52,653
Change-52,653 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 49,033
Change-49,033 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,424
Change-47,424 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,130
Change-47,130 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 45,300
Change-45,300 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 43,148
Change-43,148 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 41,831
Change-41,831 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 41,162
Change-41,162 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 41,030
Change-41,030 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 35,111
Change-35,111 (-100%)
Value—
Betterment LLC
N/A
Shares— from 31,754
Change-31,754 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 30,652
Change-30,652 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 29,866
Change-29,866 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 28,076
Change-28,076 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 27,104
Change-27,104 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,784
Change-26,784 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 26,422
Change-26,422 (-100%)
Value—
Bank of Marin
N/A
Shares— from 25,925
Change-25,925 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 24,795
Change-24,795 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,307
Change-24,307 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,221
Change-24,221 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 23,643
Change-23,643 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,146
Change-23,146 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 21,508
Change-21,508 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,649
Change-18,649 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 17,857
Change-17,857 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,328
Change-17,328 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,105
Change-16,105 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,678
Change-15,678 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 15,525
Change-15,525 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 15,084
Change-15,084 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,983
Change-13,983 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,053
Change-13,053 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 11,323
Change-11,323 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,919
Change-10,919 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,391
Change-10,391 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Motco
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 328
Change-328 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Status
LPL Financial LLC
INCREASED13,032,04811,590,616+1,441,432+12%$318.4M$338.1M+$19.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED3,129,7552,929,467+200,288+7%$80.5M$81.2M+$713.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED2,186,0422,160,787+25,255+1%$59.4M$56.7M-$2.7M2026-11-02
Assetmark, Inc
INCREASED1,420,9711,388,326+32,645+2%$38.1M$36.9M-$1.3M2026-10-21
Confluence Wealth Services, Inc.
INCREASED1,185,2051,168,831+16,374+1%$32.1M$30.7M-$1.4M2026-11-05
Kestra Advisory Services, LLC
INCREASED1,115,190748,312+366,878+49%$20.6M$28.9M+$8.4M2026-11-02
Larson Financial Group LLC
INCREASED1,038,392917,990+120,402+13%$25.2M$26.9M+$1.7M2026-11-05
Truist Financial Corp
INCREASED974,967871,296+103,671+12%$23.9M$25.3M+$1.4M2026-10-30
J. Derek Lewis & Associates Inc.
DECREASED867,056885,576-18,520-2%$24.3M$22.5M-$1.8M2026-11-03
Aprio Wealth Management, LLC
INCREASED839,295836,728+2,567+0%$23.0M$21.8M-$1.2M2026-10-28
Stonebridge Financial Group, LLC
INCREASED765,597356,633+408,964+115%$9.8M$19.9M+$10.1M2026-10-01
Clear Trail Advisors, LLC
INCREASED664,587663,356+1,231+0%$18.2M$17.2M-$983.0K2026-10-20
Hunter Associates Investment Management LLC
INCREASED613,051582,270+30,781+5%$16.0M$15.9M-$82.0K2026-10-26
Legacy CG, LLC
NEW594,683—+594,683——$15.4M—2026-10-30
MB, Levis & Associates, LLC
INCREASED505,287422,343+82,944+20%$11.6M$13.1M+$1.5M2026-10-16
Wealthcare Advisory Partners LLC
INCREASED501,631257,734+243,897+95%$7.1M$13.0M+$5.9M2026-10-21
Entrust Financial LLC
INCREASED481,0646,046+475,018+7857%$166.1K$12.5M+$12.3M2026-11-04
Kestra Private Wealth Services, LLC
DECREASED448,769456,014-7,245-2%$12.5M$11.6M-$885.6K2026-11-06
RMR Wealth Builders
INCREASED448,434414,630+33,804+8%$11.4M$11.7M+$246.4K2026-10-22
EnRich Financial Partners LLC
INCREASED418,717415,313+3,404+1%$11.4M$10.9M-$547.1K2026-10-21
Koshinski Asset Management, Inc.
INCREASED407,427323,544+83,883+26%$8.9M$10.6M+$1.7M2026-10-29
Cannon Financial Strategists, Inc.
INCREASED406,974305,784+101,190+33%$8.4M$10.6M+$2.2M2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED402,183271,595+130,588+48%$7.5M$10.4M+$3.0M2026-11-02
Michael Brady & Co., LLC
INCREASED395,007382,401+12,606+3%$10.5M$10.2M-$258.1K2026-10-23
Strid Group, LLC
NEW387,146—+387,146——$10.0M—2026-10-28
Keudell ison Wealth Management
NEW340,258—+340,258——$8.8M—2026-10-16
Fifth Third Bancorp
INCREASED323,561174,513+149,048+85%$4.8M$8.4M+$3.6M2026-11-05
Hartmann Taylor Wealth Management, LLC
DECREASED322,822326,554-3,732-1%$8.9M$8.4M-$491.9K2026-10-14
Leverty Financial Group, LLC
INCREASED301,063167,503+133,560+80%$4.6M$7.8M+$3.2M2026-10-08
Robinson Smith Wealth Advisors LLC
DECREASED298,720326,095-27,375-8%$9.0M$7.7M-$1.2M2026-10-22
New England Capital Financial Advisors LLC
INCREASED295,666291,291+4,375+2%$8.0M$7.7M-$332.2K2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED289,498264,359+25,139+10%$7.3M$7.5M+$247.6K2026-10-16
Alliance Private Wealth, LLC
DECREASED285,845315,801-29,956-9%$8.7M$7.4M-$1.3M2026-10-20
Jacobi Capital Management LLC
DECREASED283,092317,921-34,829-11%$8.7M$7.3M-$1.4M2026-11-05
Vaquero Private Wealth, LTD
INCREASED280,491251,465+29,026+12%$6.9M$7.3M+$368.2K2026-10-27
Clarity Asset Management, Inc.
INCREASED279,530268,763+10,767+4%$7.4M$7.3M-$131.9K2026-10-14
AdvisorNet Financial, Inc
INCREASED273,319147,010+126,309+86%$4.0M$7.2M+$3.1M2026-10-15
Visionary Wealth Advisors
INCREASED269,804261,200+8,604+3%$7.2M$7.0M-$176.5K2026-11-04
Park Avenue Securities LLC
INCREASED264,075239,430+24,645+10%$6.6M$6.9M+$273.0K2026-10-26
Cullen T Bankers, Inc.
INCREASED242,782193,766+49,016+25%$5.3M$6.3M+$975.0K2026-10-28
Vicus Capital
INCREASED237,595237,250+345+0%$6.5M$6.2M-$354.0K2026-11-05
IMPACTfolio, LLC
INCREASED237,072224,209+12,863+6%$6.2M$6.1M-$9.4K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED235,714247,481-11,767-5%$6.8M$6.1M-$683.9K2026-11-03
Interchange Capital Partners, LLC
INCREASED227,21873,758+153,460+208%$2.0M$5.9M+$3.9M2026-10-28
Cornerstone Advisors Asset Management, LLC
INCREASED224,000223,595+405+0%$6.1M$5.8M-$331.6K2026-11-06
ARQ Wealth Advisors, LLC
INCREASED221,132201,026+20,106+10%$5.5M$5.7M+$272.3K2026-10-29
Bank of New York Mellon Corp
INCREASED198,973155,700+43,273+28%$4.3M$5.2M+$884.3K2026-11-05
Creative Financial Designs Inc
DECREASED195,095402,606-207,511-52%$11.1M$5.1M-$6.0M2026-11-04
Legacy Private Trust Co.
DECREASED184,373234,091-49,718-21%$6.4M$4.8M-$1.6M2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED175,815195,645-19,830-10%$5.4M$4.6M-$796.5K2026-10-13
StrongBox Wealth, LLC
INCREASED160,586133,783+26,803+20%$3.7M$4.2M+$490.6K2026-11-02
Farther Finance Advisors, LLC
INCREASED159,23721,832+137,405+629%$599.7K$4.1M+$3.5M2026-10-08
Petredis Investment Advisors LLC
DECREASED148,155154,087-5,932-4%$4.2M$3.8M-$389.6K2026-10-20
Trinity Wealth Management, LLC
INCREASED143,525143,162+363+0%$3.9M$3.7M-$209.6K2026-10-13
Novem Group
INCREASED137,31095,919+41,391+43%$2.6M$3.6M+$926.9K2026-10-19
LongView Wealth Management
INCREASED136,772136,308+464+0%$3.7M$3.5M-$196.5K2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED134,160155,828-21,668-14%$4.3M$3.5M-$800.5K2026-10-26
Valmark Advisers, Inc.
INCREASED131,530117,301+14,229+12%$3.2M$3.4M+$189.6K2026-11-06
Waterway Wealth Management, LLC
NEW130,600—+130,600——$3.4M—2026-10-28
Cornerstone Wealth Management, LLC
INCREASED126,583108,489+18,094+17%$3.0M$3.3M+$303.4K2026-11-04
Burton Enright Welch
INCREASED125,46857,966+67,502+116%$1.6M$3.3M+$1.7M2026-11-04
NavPoint Financial, Inc.
INCREASED122,816102,825+19,991+19%$2.8M$3.2M+$361.2K2026-10-21
Beacon Capital Management, Inc.
UNCHANGED120,000120,00000%$3.3M$3.1M-$183.6K2026-10-13
Intrua Financial, LLC
INCREASED118,574114,751+3,823+3%$3.2M$3.1M-$76.4K2026-10-28
Capital Planning LLC
DECREASED116,651131,819-15,168-12%$3.6M$3.0M-$595.1K2026-10-09
Platt Wealth Management LLC
DECREASED111,197117,391-6,194-5%$3.2M$2.9M-$340.0K2026-11-04
Landmark Wealth Management, LLC
DECREASED110,660156,284-45,624-29%$4.3M$2.9M-$1.4M2026-11-03
Penney Financial, LLC
DECREASED109,591211,497-101,906-48%$5.8M$2.8M-$3.0M2026-10-20
Tempus Wealth Planning, LLC
INCREASED108,758101,521+7,237+7%$2.8M$2.8M+$32.4K2026-10-14
Sovran Advisors, LLC
INCREASED107,11697,977+9,139+9%$2.7M$2.9M+$203.0K2026-11-02
Financial Council, LLC
INCREASED106,54595,167+11,378+12%$2.6M$2.8M+$149.5K2026-11-02
Indivisible Partners
INCREASED105,92048,723+57,197+117%$1.3M$2.7M+$1.4M2026-10-26
Cedar Point Capital Partners, LLC
INCREASED104,452101,376+3,076+3%$2.8M$2.7M-$75.3K2026-10-29
Main Line Retirement Advisors, LLC
DECREASED104,166104,517-3510%$2.9M$2.7M-$169.0K2026-10-14
Retirement Planning Group, LLC
INCREASED102,9909,513+93,477+983%$261.3K$2.7M+$2.4M2026-10-19
Thrive Wealth Management, LLC
DECREASED102,200129,138-26,938-21%$3.5M$2.7M-$896.4K2026-10-13
Simplicity Wealth,LLC
INCREASED101,37974,849+26,530+35%$2.1M$2.6M+$573.7K2026-10-23
Entruity Wealth, LLC
INCREASED92,52161,666+30,855+50%$1.7M$2.4M+$706.0K2026-11-06
Skyline Advisors, Inc.
DECREASED91,801132,850-41,049-31%$3.6M$2.4M-$1.3M2026-11-03
Snider Financial Group
INCREASED91,37788,906+2,471+3%$2.4M$2.4M-$71.9K2026-10-16
Melone Private Wealth, LLC
INCREASED90,31983,852+6,467+8%$2.3M$2.3M+$39.5K2026-10-16
Freedom Financial Partners LLC
INCREASED87,48885,163+2,325+3%$2.3M$2.3M-$70.0K2026-10-19
Northwest Financial Advisors
DECREASED86,620103,447-16,827-16%$2.8M$2.2M-$594.8K2026-10-27
Wedbush Securities Inc
INCREASED86,23782,101+4,136+5%$2.3M$2.2M-$18.0K2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED81,61481,004+610+1%$2.2M$2.1M-$108.1K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED73,50652,129+21,377+41%$1.4M$1.9M+$474.8K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED72,16955,851+16,318+29%$1.5M$1.9M+$337.8K2026-10-26
AA Financial Advisors, LLC
UNCHANGED67,33867,33800%$1.8M$1.7M-$103.0K2026-10-19
Prospera Financial Services Inc
INCREASED65,04744,204+20,843+47%$1.2M$1.7M+$523.8K2026-11-04
Thrivent Financial for Lutherans
DECREASED63,38564,729-1,344-2%$1.8M$1.6M-$129.0K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED59,15636,097+23,059+64%$991.6K$1.5M+$542.9K2026-10-13
SteelPeak Wealth, LLC
DECREASED58,38362,684-4,301-7%$1.7M$1.5M-$207.5K2026-10-16
Smith Thornton Advisors LLC
DECREASED58,21060,210-2,000-3%$1.6M$1.5M-$138.6K2026-10-16
TrueWealth Advisors, LLC
INCREASED56,70153,363+3,338+6%$1.5M$1.5M+$4.9K2026-10-09
Sard Wealth Management Group, LLC
INCREASED53,49720,099+33,398+166%$552.1K$1.4M+$835.6K2026-10-16
Spinnaker Investment Group, LLC
INCREASED53,06748,538+4,529+9%$1.3M$1.4M+$43.2K2026-10-13
Acumen Wealth Advisors, LLC
NEW52,701—+52,701——$1.4M—2026-11-05
EverSource Wealth Advisors, LLC
DECREASED50,84376,257-25,414-33%$2.1M$1.3M-$775.9K2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED49,90251,589-1,687-3%$1.4M$1.3M-$122.7K2026-10-06
IFP Advisors, Inc
INCREASED49,56229,432+20,130+68%$808.5K$1.3M+$477.1K2026-10-16
Souders Financial Advisors
DECREASED49,56258,578-9,016-15%$1.6M$1.3M-$323.5K2026-11-03
Citigroup Inc
INCREASED49,16245,951+3,211+7%$1.3M$1.3M+$13.0K2026-11-04
Merit Financial Group, LLC
INCREASED48,18421,834+26,350+121%$599.8K$1.2M+$650.1K2026-11-06
Equity Wealth Partners, LLC
INCREASED46,46732,679+13,788+42%$897.7K$1.2M+$307.7K2026-10-26
Private Trust Co NA
INCREASED46,00037,084+8,916+24%$1.0M$1.2M+$174.5K2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED43,70777,402-33,695-44%$2.1M$1.1M-$992.5K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED43,33930,089+13,250+44%$826.5K$1.1M+$297.7K2026-10-13
IFS Advisors, LLC
NEW42,932—+42,932——$1.1M—2026-10-14
Intergy Private Wealth, LLC
DECREASED42,32343,641-1,318-3%$1.2M$1.1M-$101.0K2026-10-16
Quantum Financial Partners LLC
DECREASED40,96563,567-22,602-36%$1.7M$1.1M-$683.6K2026-10-19
Nations Financial Group Inc,
INCREASED39,96138,941+1,020+3%$1.1M$1.0M-$33.1K2026-11-05
Atlas Private Wealth Advisors
INCREASED38,39736,899+1,498+4%$1.0M$996.0K-$17.6K2026-10-23
Armstrong, Fleming & Moore, Inc
DECREASED37,93446,215-8,281-18%$1.3M$984.0K-$285.5K2026-10-28
Cambridge Capital Management, LLC
INCREASED37,44222,891+14,551+64%$628.8K$971.2K+$342.4K2026-10-19
Axxcess Wealth Management, LLC
INCREASED36,60030,251+6,349+21%$831.0K$949.4K+$118.4K2026-10-21
Meridian Wealth Management, LLC
DECREASED36,40437,301-897-2%$1.0M$944.3K-$80.3K2026-11-05
Schmidt P J Investment Management Inc
INCREASED35,80527,031+8,774+32%$742.5K$928.8K+$186.2K2026-11-02
Next Level Wealth Planning, LLC
INCREASED35,42729,318+6,109+21%$805.4K$919.0K+$113.6K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED34,48925,452+9,037+36%$699.2K$894.6K+$195.5K2026-10-23
Bare Financial Services, Inc
INCREASED33,79830,150+3,648+12%$828.2K$876.7K+$48.5K2026-11-04
Ascent Group, LLC
INCREASED33,15932,559+600+2%$894.4K$860.1K-$34.3K2026-10-30
Family Office Research LLC
INCREASED32,76421,415+11,349+53%$588.3K$849.9K+$261.6K2026-10-14
Peoples Bank
NEW32,622—+32,622——$846.2K—2026-10-26
Sunrise Financial Services, LLC
INCREASED32,59623,357+9,239+40%$641.6K$845.6K+$203.9K2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED32,46629,426+3,040+10%$808.3K$842.2K+$33.8K2026-10-09
Seamount Financial Group Inc
INCREASED32,27723,301+8,976+39%$640.1K$837.3K+$197.2K2026-10-21
Genesis Private Wealth, LLC
INCREASED31,63130,479+1,152+4%$837.3K$820.5K-$16.8K2026-11-02
HBW Advisory Services LLC
INCREASED31,27030,298+972+3%$832.3K$811.1K-$21.1K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED30,47620,000+10,476+52%$549.4K$790.5K+$241.1K2026-10-08
Bill Few Associates, Inc.
INCREASED30,41623,778+6,638+28%$653.2K$789.0K+$135.8K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED30,16223,011+7,151+31%$632.1K$782.4K+$150.3K2026-10-16
Carson Advisory Inc.
INCREASED28,27927,444+835+3%$753.9K$733.6K-$20.3K2026-11-06
Sigma Planning Corp
INCREASED27,74626,418+1,328+5%$725.7K$719.7K-$6.0K2026-10-23
Sunburst Financial Group, LLC
NEW27,075—+27,075——$702.3K—2026-10-09
Milestone Investment Advisors LLC
DECREASED26,14045,075-18,935-42%$1.2M$678.1K-$560.1K2026-11-05
Capital Management Associates, Inc
INCREASED25,85424,611+1,243+5%$676.1K$670.7K-$5.4K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED25,49225,964-472-2%$713.2K$661.3K-$52.0K2026-10-08
Diversify Advisory Services, LLC
INCREASED24,97921,969+3,010+14%$595.6K$658.2K+$62.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,97921,969+3,010+14%$595.6K$658.2K+$62.6K2026-10-20
Crosspoint Financial, LLC
NEW23,865—+23,865——$619.0K—2026-11-03
Wealth Group Ltd
UNCHANGED23,79323,79300%$653.6K$618.9K-$34.7K2026-10-07
Midwest Heritage Bank, FSB
INCREASED23,30317,402+5,901+34%$478.0K$604.5K+$126.4K2026-10-26
HB Wealth Management, LLC
DECREASED23,00029,100-6,100-21%$799.4K$596.6K-$202.8K2026-10-23
Atria Investments, Inc
INCREASED22,46719,172+3,295+17%$526.7K$582.8K+$56.1K2026-10-15
Independent Financial Group, LLC
INCREASED22,24116,584+5,657+34%$455.6K$576.9K+$121.4K2026-10-13
MGO One Seven LLC
INCREASED21,91320,074+1,839+9%$551.4K$568.4K+$17.0K2026-10-28
ProCore Advisors, LLC
DECREASED21,53523,755-2,220-9%$652.6K$558.6K-$93.9K2026-10-14
Transcendent Capital Group LLC
INCREASED21,42420,392+1,032+5%$560.2K$555.7K-$4.4K2026-10-28
Victory Financial Group, LLC
INCREASED20,25219,451+801+4%$534.3K$525.3K-$9.0K2026-10-27
MSH Capital Advisors LLC
INCREASED19,95516,450+3,505+21%$451.9K$517.6K+$65.8K2026-11-03
Planned Solutions, Inc.
NEW19,840—+19,840——$514.7K—2026-10-19
M Wealth Management, LLC
DECREASED19,75519,759-40%$542.8K$512.4K-$30.3K2026-10-14
Balboa Wealth Partners
INCREASED19,43818,665+773+4%$512.7K$504.2K-$8.5K2026-10-20
Maia Wealth LLC
INCREASED19,08716,710+2,377+14%$459.0K$495.1K+$36.1K2026-10-19
Glenview Trust Co
UNCHANGED18,98418,98400%$521.5K$492.4K-$29.0K2026-10-28
Mission Wealth Management, LP
DECREASED18,76320,223-1,460-7%$555.5K$486.7K-$68.8K2026-10-15
Gateway Investment Advisers LLC
UNCHANGED18,26418,26400%$501.7K$473.8K-$27.9K2026-10-13
United Advisor Group, LLC
INCREASED18,18916,287+1,902+12%$447.4K$471.8K+$24.4K2026-11-03
Succession Financial, Inc.
UNCHANGED18,16218,16200%$498.9K$471.1K-$27.8K2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED18,14718,111+36+0%$497.5K$470.8K-$26.8K2026-10-29
Davenport & Co LLC
INCREASED18,13615,294+2,842+19%$420.1K$470.5K+$50.3K2026-10-14
Riversedge Advisors, LLC
NEW17,887—+17,887——$464.0K—2026-10-09
Essential Investment Partners LLC
UNCHANGED17,53417,53400%$481.7K$454.8K-$26.8K2026-10-27
Allworth Financial LP
UNCHANGED17,25817,25800%$474.1K$474.1K$02026-11-06
Lanark Financial, Inc.
DECREASED16,67027,142-10,472-39%$745.6K$432.4K-$313.2K2026-10-26
PFG Advisors
DECREASED15,98316,267-284-2%$446.8K$414.6K-$32.3K2026-10-16
CLG LLC
DECREASED15,54217,581-2,039-12%$483.0K$403.2K-$79.8K2026-10-13
First Heartland Consultants, Inc.
DECREASED14,82917,111-2,282-13%$470.0K$384.7K-$85.4K2026-10-08
KWB Wealth
INCREASED14,70813,184+1,524+12%$362.2K$381.5K+$19.4K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED14,0068,031+5,975+74%$220.6K$363.3K+$142.7K2026-11-05
Vise Technologies, Inc.
INCREASED13,9689,492+4,476+47%$260.7K$362.3K+$101.6K2026-10-29
CGN Advisors LLC
INCREASED13,95513,776+179+1%$378.4K$362.0K-$16.4K2026-10-21
LifeGoal Investments, LLC
DECREASED13,87832,807-18,929-58%$901.2K$360.0K-$541.2K2026-10-09
Langley Wealth Management, LLC
INCREASED13,5007,711+5,789+75%$211.8K$350.2K+$138.4K2026-11-04
Saxony Capital Management, LLC
NEW13,427—+13,427——$348.3K—2026-10-15
Advisortrust Partners, LLC
INCREASED13,36610,853+2,513+23%$298.1K$346.7K+$48.6K2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED13,30413,30400%$365.5K$345.1K-$20.4K2026-10-14
NWF Advisory Services Inc.
NEW12,551—+12,551——$325.6K—2026-10-19
Level Four Advisory Services, LLC
INCREASED12,53210,039+2,493+25%$275.8K$325.1K+$49.3K2026-11-06
DeDora Capital, Inc.
INCREASED12,35011,475+875+8%$315.2K$320.4K+$5.2K2026-10-26
Daymark Wealth Partners, LLC
NEW11,972—+11,972——$310.5K—2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED11,79611,693+103+1%$321.2K$306.0K-$15.2K2026-10-20
Jones Kertz & Associates, Inc.
INCREASED11,32211,053+269+2%$303.6K$293.7K-$9.9K2026-10-28
Charter Capital Management, Llc\de
INCREASED11,2588,888+2,370+27%$244.2K$292.0K+$47.9K2026-10-28
Ballew Advisors, Inc
UNCHANGED11,24011,24000%$309.0K$292.4K-$16.6K2026-10-05
Lodestone Wealth Management LLC
INCREASED11,10011,004+96+1%$302.3K$287.9K-$14.3K2026-10-14
D.A. Davidson & Co.
INCREASED11,0249,414+1,610+17%$258.6K$286.0K+$27.3K2026-10-28
Latitude Advisors, LLC
INCREASED10,62410,601+23+0%$291.2K$275.6K-$15.6K2026-10-27
Oppenheimer & Co Inc
NEW10,256—+10,256——$266.0K—2026-10-26
Burford Brothers, Inc.
UNCHANGED10,19610,19600%$280.1K$264.5K-$15.6K2026-10-21
Carlson Financial, Inc.
DECREASED10,10712,876-2,769-22%$353.7K$262.2K-$91.6K2026-11-05
Fisher Asset Management, LLC
NEW9,868—+9,868——$256.0K—2026-11-06
Crusonia Wealth Advisors LLC
NEW9,615—+9,615——$249.4K—2026-10-26
US Bancorp \de\
INCREASED9,4744,995+4,479+90%$137.2K$245.8K+$108.5K2026-11-05
Compass Ion Advisors, LLC
UNCHANGED9,1579,15700%$251.5K$237.5K-$14.0K2026-10-23
Schear Investment Advisers, LLC
NEW8,942—+8,942——$232.0K—2026-10-14
Tempo Wealth, LLC
NEW8,942—+8,942——$232.0K—2026-10-14
Richards, Merrill & Peterson, Inc.
UNCHANGED8,9258,92500%$245.2K$231.5K-$13.7K2026-10-19
StoneX Group Inc.
NEW8,651—+8,651——$224.4K—2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW8,446—+8,446——$219.1K—2026-10-16
CWS Financial Advisors, LLC
INCREASED8,3658,345+20+0%$229.2K$217.0K-$12.3K2026-10-16
World Equity Group, Inc.
NEW8,302—+8,302——$215.4K—2026-10-14
Affiance Financial, LLC
INCREASED8,0607,989+71+1%$219.5K$209.1K-$10.4K2026-10-15
NewSquare Capital LLC
NEW8,055—+8,055——$208.9K—2026-11-06
Good Harbor Advisors, Inc.
UNCHANGED8,0008,00000%$219.8K$207.5K-$12.2K2026-10-20
MBE Wealth Management, LLC
NEW7,808—+7,808——$202.5K—2026-10-26
Capital Asset Advisory Services LLC
UNCHANGED7,6737,67300%$210.8K$203.9K-$6.8K2026-10-30
Plante Moran Financial Advisors, LLC
NEW7,488—+7,488——$194.2K—2026-11-04
Financial Perspectives, Inc
UNCHANGED7,4427,44200%$204.4K$193.0K-$11.4K2026-11-03
Signature Equity Partners, LLC
NEW4,968—+4,968——$128.9K—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,0008,401-4,401-52%$230.8K$103.8K-$127.0K2026-10-14
Root Financial Partners, LLC
NEW3,750—+3,750——$97.3K—2026-10-21
Community Bank, N.A.
NEW3,455—+3,455——$89.6K—2026-11-06
Golden State Wealth Management, LLC
UNCHANGED3,4493,44900%$94.8K$89.5K-$5.3K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED2,8261,856+970+52%$51.0K$73.3K+$22.3K2026-10-21
UMB Private Wealth Management, LLC
NEW2,510—+2,510——$65.1K—2026-10-19
CoreCap Advisors, LLC
INCREASED1,8931,043+850+82%$28.7K$49.1K+$20.5K2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED1,6281,62800%$44.7K$42.2K-$2.5K2026-10-05
Kingdom Financial Group Llc.
NEW1,542—+1,542——$40.0K—2026-11-04
Spire Wealth Management
UNCHANGED1,2281,22800%$33.7K$31.9K-$1.9K2026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED1,1591,15900%$31.8K$30.1K-$1.8K2026-10-14
Clark Wealth Partners
DECREASED596637-41-6%$17.5K$15.5K-$2.0K2026-10-19
Jnba Financial Advisors
UNCHANGED32432400%$8.9K$8.4K-$4962026-11-03
Barrett & Company, Inc.
UNCHANGED30030000%$8.2K$7.8K-$4592026-10-22
PNC Financial Services Group, Inc.
NEW244—+244——$6.3K—2026-11-06
Dhjj Financial Advisors, Ltd.
INCREASED10760+47+78%$1.6K$2.8K+$1.1K2026-10-23
VestGen Advisors, LLC
CLOSED033,072-33,072-100%$908.5K$0-$908.5K2026-10-27
Strategic Blueprint, LLC
CLOSED09,067-9,067-100%$249.1K$0-$249.1K2026-10-22
Uhlmann Price Securities, LLC
CLOSED07,798-7,798-100%$214.2K$0-$214.2K2026-11-03
Wellington Grp LLC
CLOSED02,135-2,135-100%$58.0K$0-$58.0K2026-11-06
CX Institutional
CLOSED0284-284-100%$8$0-$82026-10-02
Key FInancial Inc
CLOSED086-86-100%$2.4K$0-$2.4K2026-11-02
Russell Investments Group, Ltd.
UNCHANGED000—$7$6-$12026-11-06
Capital International Investors
N/A—50,129,642-50,129,642-100%$1.4B———
Envestnet Asset Management Inc
N/A—13,701,352-13,701,352-100%$376.4M———
Morgan Stanley
N/A—10,864,259-10,864,259-100%$298.4M———
Northwestern Mutual Wealth Management Co
N/A—9,893,297-9,893,297-100%$271.8M———
Wells Fargo & Company
N/A—8,666,614-8,666,614-100%$238.1M———
Jones Financial Companies Lllp
N/A—5,493,642-5,493,642-100%$151.1M———
Cetera Investment Advisers
N/A—5,174,365-5,174,365-100%$142.1M———
UBS Group AG
N/A—4,610,111-4,610,111-100%$126.6M———
Raymond James Financial Inc
N/A—3,861,789-3,861,789-100%$106.1M———
Osaic Holdings, Inc.
N/A—2,862,085-2,862,085-100%$78.6M———
MML Investors Services, LLC
N/A—2,479,147-2,479,147-100%$68.1M———
Bank of America Corp
N/A—2,412,135-2,412,135-100%$66.3M———
Stifel Financial Corp
N/A—2,228,862-2,228,862-100%$61.2M———
Capital Group Private Client Services, Inc.
N/A—1,946,260-1,946,260-100%$53.5M———
Blue Chip Partners, LLC
N/A—1,585,807-1,585,807-100%$43.6M———
Royal Bank of Canada
N/A—1,581,945-1,581,945-100%$43.5M———
Great Valley Advisor Group, Inc.
N/A—1,579,564-1,579,564-100%$43.4M———
JPMorgan Chase & Co
N/A—1,527,399-1,527,399-100%$42.0M———
Venturi Wealth Management, LLC
N/A—1,321,147-1,321,147-100%$36.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,308,396-1,308,396-100%$35.9M———
Natixis Advisors, LLC
N/A—1,261,457-1,261,457-100%$34.7M———
SEI Investments Co
N/A—1,154,308-1,154,308-100%$31.7M———
Beacon Pointe Advisors, LLC
N/A—1,086,840-1,086,840-100%$29.9M———
Capital Analysts, LLC
N/A—1,078,448-1,078,448-100%$29.6M———
Janney Montgomery Scott LLC
N/A—946,844-946,844-100%$26.0M———
Orion Porfolio Solutions, LLC
N/A—742,297-742,297-100%$20.4M———
Private Advisor Group, LLC
N/A—722,530-722,530-100%$19.8M———
Principal Securities, Inc.
N/A—539,112-539,112-100%$14.8M———
EP Wealth Advisors, LLC
N/A—516,264-516,264-100%$14.2M———
Mosaic Family Wealth Partners, LLC
N/A—461,043-461,043-100%$12.7M———
&partners
N/A—408,202-408,202-100%$11.2M———
Benjamin Edwards Inc
N/A—404,334-404,334-100%$11.1M———
Baird Financial Group, Inc.
N/A—387,615-387,615-100%$10.6M———
Renaissance Technologies LLC
N/A—378,400-378,400-100%$10.4M———
Boulder Wealth Advisors, LLC
N/A—377,874-377,874-100%$10.4M———
Per Stirling Capital Management, Llc.
N/A—345,566-345,566-100%$9.5M———
Envestnet Portfolio Solutions, Inc.
N/A—333,857-333,857-100%$9.2M———
NewEdge Advisors, LLC
N/A—326,066-326,066-100%$9.0M———
McNamara Financial Services, Inc.
N/A—305,929-305,929-100%$8.4M———
Beto Financial Group, LLC
N/A—305,624-305,624-100%$8.3M———
UBS Asset Management Americas LLC
N/A—285,973-285,973-100%$7.9M———
Envision Financial Planning, LLC
N/A—263,987-263,987-100%$7.3M———
Rockefeller Capital Management L.P.
N/A—245,076-245,076-100%$6.7M———
Arax Advisory Partners
N/A—242,504-242,504-100%$6.7M———
Summit Financial, LLC
N/A—241,477-241,477-100%$6.6M———
Cauble & Harre Wealth Management, Inc.
N/A—229,441-229,441-100%$6.3M———
Equitable Holdings, Inc.
N/A—215,656-215,656-100%$5.9M———
World Investment Advisors
N/A—205,431-205,431-100%$5.6M———
Modern Wealth Management, LLC
N/A—196,849-196,849-100%$5.4M———
Stephens Inc
N/A—196,215-196,215-100%$5.4M———
Kintra Wealth, LLC
N/A—194,705-194,705-100%$5.3M———
Cerity Partners LLC
N/A—194,341-194,341-100%$5.3M———
EQ Wealth Advisors, LLC
N/A—190,366-190,366-100%$5.2M———
Mutual Advisors, LLC
N/A—189,778-189,778-100%$5.2M———
Steward Partners Investment Advisory, LLC
N/A—165,717-165,717-100%$4.6M———
Advyzon Investment Management, LLC
N/A—163,883-163,883-100%$4.5M———
Ameritas Advisory Services, LLC
N/A—148,803-148,803-100%$4.1M———
Transamerica Financial Advisors, LLC
N/A—143,226-143,226-100%$3.9M———
Tower Research Capital LLC (TRC)
N/A—140,159-140,159-100%$3.9M———
Global Retirement Partners, LLC
N/A—137,957-137,957-100%$3.8M———
Optimus Capital Advisors, LLC
N/A—137,509-137,509-100%$3.8M———
FWG Holdings, LLC
N/A—128,242-128,242-100%$3.5M———
Gateway Wealth Partners, LLC
N/A—126,887-126,887-100%$3.5M———
Family Manage LLC
N/A—126,545-126,545-100%$3.5M———
Capital Investment Management, Inc.
N/A—125,713-125,713-100%$3.5M———
Aurdan Capital Management, LLC
N/A—122,417-122,417-100%$3.4M———
WNY Asset Management, LLC
N/A—108,335-108,335-100%$3.0M———
Inspire Advisors, LLC
N/A—106,021-106,021-100%$2.9M———
Cofg Advisors, LLC
N/A—96,242-96,242-100%$2.6M———
Harbour Investments, Inc.
N/A—94,852-94,852-100%$2.6M———
GWN Securities Inc.
N/A—93,703-93,703-100%$2.6M———
Sanctuary Advisors, LLC
N/A—88,180-88,180-100%$2.4M———
Tribridge Partners Financial LLC
N/A—87,895-87,895-100%$2.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—84,849-84,849-100%$2.3M———
ST Germain D J Co Inc
N/A—81,472-81,472-100%$2.2M———
Barnes Pettey Financial Advisors, LLC
N/A—81,293-81,293-100%$2.2M———
Arkadios Wealth Advisors
N/A—78,493-78,493-100%$2.2M———
Geneos Wealth Management Inc.
N/A—70,577-70,577-100%$1.9M———
Captrust Financial Advisors
N/A—69,691-69,691-100%$1.9M———
IHT Wealth Management, LLC
N/A—60,483-60,483-100%$1.7M———
American Financial Advisors, LLC
N/A—58,170-58,170-100%$1.6M———
Western Wealth Management, LLC
N/A—57,477-57,477-100%$1.6M———
Mariner, LLC
N/A—57,115-57,115-100%$1.6M———
Calton & Associates, Inc.
N/A—56,145-56,145-100%$1.5M———
Berger Financial Group, Inc
N/A—54,028-54,028-100%$1.5M———
Belpointe Asset Management LLC
N/A—53,550-53,550-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—52,653-52,653-100%$1.4M———
SK Wealth Management, LLC
N/A—49,033-49,033-100%$1.3M———
Citadel Advisors LLC
N/A—47,424-47,424-100%$1.3M———
Quantinno Capital Management LP
N/A—47,130-47,130-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—45,300-45,300-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—43,148-43,148-100%$1.2M———
Madison Wealth Partners, Inc
N/A—41,831-41,831-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—41,162-41,162-100%$1.1M———
IFG Advisory, LLC
N/A—41,030-41,030-100%$1.1M———
Centaurus Financial, Inc.
N/A—35,111-35,111-100%$964.0K———
Betterment LLC
N/A—31,754-31,754-100%$872.0K———
VestGen Investment Management
N/A—30,652-30,652-100%$842.0K———
Duncan Williams Asset Management, LLC
N/A—29,866-29,866-100%$820.4K———
January Capital Advisors LLC
N/A—28,076-28,076-100%$771.2K———
Keystone Financial Group
N/A—27,104-27,104-100%$744.5K———
Snowden Capital Advisors LLC
N/A—26,784-26,784-100%$735.8K———
Greenline Wealth Management LLC
N/A—26,422-26,422-100%$725.8K———
Bank of Marin
N/A—25,925-25,925-100%$712.2K———
Sittner & Nelson, LLC
N/A—24,795-24,795-100%$681.1K———
Advisory Services Network, LLC
N/A—24,307-24,307-100%$667.7K———
Stratos Wealth Partners, Ltd.
N/A—24,221-24,221-100%$665.4K———
Kovack Advisors, Inc.
N/A—23,643-23,643-100%$649.3K———
Insigneo Advisory Services, LLC
N/A—23,146-23,146-100%$635.8K———
Roehl & Yi Investment Advisors, LLC
N/A—21,508-21,508-100%$590.8K———
Savvy Advisors, Inc.
N/A—18,649-18,649-100%$512.3K———
Sand Hill Global Advisors, LLC
N/A—18,645-18,645-100%$512.2K———
Synergy Investment Management, LLC
N/A—18,400-18,400-100%$505.4K———
Elequin Capital, LP
N/A—17,857-17,857-100%$490.5K———
Nwam LLC
N/A—17,328-17,328-100%$476.0K———
Pinnacle Financial Partners, Inc.
N/A—17,156-17,156-100%$471.3K———
BlackRock, Inc.
N/A—16,987-16,987-100%$466.6K———
Kingsview Wealth Management, LLC
N/A—16,105-16,105-100%$442.4K———
Spectrum Investment Advisors, Inc.
N/A—15,978-15,978-100%$438.9K———
Stonebridge Financial Group, LLC / MO
N/A—15,953-15,953-100%$438.2K———
HighTower Advisors, LLC
N/A—15,678-15,678-100%$430.7K———
Frazier Financial Advisors, LLC
N/A—15,525-15,525-100%$426.5K———
Perspective Wealth Advisors LLC
N/A—15,290-15,290-100%$420.0K———
Vigil Wealth Management, LLC
N/A—15,084-15,084-100%$414.4K———
Ameriprise Financial Inc
N/A—13,983-13,983-100%$384.6K———
Old Mission Capital LLC
N/A—13,557-13,557-100%$372.4K———
Bleakley Financial Group, LLC
N/A—13,053-13,053-100%$358.6K———
Florida Financial Advisors, LLC
N/A—11,993-11,993-100%$329.4K———
DiPaolo Financial Group, Inc.
N/A—11,501-11,501-100%$315.9K———
Vantus Wealth LLC
N/A—11,323-11,323-100%$311.0K———
Lakeridge Wealth Management LLC
N/A—10,919-10,919-100%$300.0K———
GeoWealth Management, LLC
N/A—10,391-10,391-100%$285.4K———
Faithward Advisors, LLC
N/A—10,057-10,057-100%$276.3K———
Gladstone Institutional Advisory LLC
N/A—10,047-10,047-100%$276.0K———
Stratos Wealth Advisors, LLC
N/A—9,374-9,374-100%$257.5K———
Jane Street Group, LLC
N/A—8,833-8,833-100%$242.6K———
Waverly Advisors, LLC
N/A—8,322-8,322-100%$228.6K———
Mercer Global Advisors Inc
N/A—7,498-7,498-100%$206.0K———
Rothschild Investment LLC
N/A—7,220-7,220-100%$198.3K———
BFC Planning, Inc.
N/A—4,625-4,625-100%$127.0K———
AE Wealth Management LLC
N/A—3,815-3,815-100%$104.8K———
Motco
N/A—3,162-3,162-100%$86.9K———
Ancora Advisors LLCA
N/A—2,300-2,300-100%$63.2K———
Ameriflex Group, Inc.
N/A—1,838-1,838-100%$50.5K———
Harborfront Financial Group LLC
N/A—1,663-1,663-100%$45.7K———
Huntington National Bank
N/A—1,626-1,626-100%$44.7K———
FMR LLC
N/A—1,100-1,100-100%$30.2K———
Continuum Advisory, LLC
N/A—704-704-100%$19.3K———
Fiduciary Financial Advisors
N/A—328-328-100%$9.0K———
Smartleaf Asset Management LLC
N/A—195-195-100%$5.4K———
Showing 383 of 383 institutions