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Cap Group Core Bond (CGCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares36,560,366 from 32,832,622
Change+3,727,744 (+11%)
Value$913.3M (+$53.7M)
Filed 2026-11-06
Johnson Bixby & Associates, LLC
INCREASED
Shares2,618,848 from 2,357,491
Change+261,357 (+11%)
Value$65.4M (+$3.7M)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares2,377,945 from 2,145,383
Change+232,562 (+11%)
Value$59.4M (+$3.2M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares2,310,709 from 2,171,812
Change+138,897 (+6%)
Value$57.7M (+$863.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,855,770 from 1,764,964
Change+90,806 (+5%)
Value$46.4M (+$150.0K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares1,824,415 from 1,666,355
Change+158,060 (+9%)
Value$45.6M (+$1.9M)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares1,252,883 from 1,299,124
Change-46,241 (-4%)
Value$31.3M (-$2.7M)
Filed 2026-10-28
Spinnaker Investment Group, LLC
DECREASED
Shares1,122,974 from 1,160,847
Change-37,873 (-3%)
Value$28.1M (-$2.3M)
Filed 2026-10-13
Leverty Financial Group, LLC
DECREASED
Shares1,103,427 from 1,624,806
Change-521,379 (-32%)
Value$27.6M (-$15.0M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares1,023,743 from 1,048,341
Change-24,598 (-2%)
Value$25.6M (-$1.9M)
Filed 2026-11-02
Quadcap Wealth Management, LLC
INCREASED
Shares1,008,631 from 920,080
Change+88,551 (+10%)
Value$25.2M (+$1.1M)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
INCREASED
Shares945,111 from 671,881
Change+273,230 (+41%)
Value$23.6M (+$6.0M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares936,462 from 976,237
Change-39,775 (-4%)
Value$23.5M (-$1.9M)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares898,932 from 850,240
Change+48,692 (+6%)
Value$22.5M (+$196.1K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares829,001 from 923,546
Change-94,545 (-10%)
Value$20.7M (-$3.5M)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares800,434 from 757,948
Change+42,486 (+6%)
Value$20.1M (+$271.8K)
Filed 2026-10-15
Aprio Wealth Management, LLC
DECREASED
Shares732,009 from 769,632
Change-37,623 (-5%)
Value$18.3M (-$1.9M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares634,674 from 15,480
Change+619,194 (+4000%)
Value$15.9M (+$15.4M)
Filed 2026-10-28
Clear Trail Advisors, LLC
INCREASED
Shares628,981 from 623,439
Change+5,542 (+1%)
Value$15.7M (-$609.7K)
Filed 2026-10-20
Greenbush Financial Group, LLC
INCREASED
Shares610,505 from 582,238
Change+28,267 (+5%)
Value$15.3M (+$7.4K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares525,555 from 462,523
Change+63,032 (+14%)
Value$13.1M (+$1.0M)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares501,882 from 487,994
Change+13,888 (+3%)
Value$12.5M (-$238.7K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
DECREASED
Shares484,542 from 489,323
Change-4,781 (-1%)
Value$12.1M (-$730.5K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares441,807 from 430,389
Change+11,418 (+3%)
Value$11.2M (+$54.0K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares427,744 from 17,278
Change+410,466 (+2376%)
Value$10.7M (+$10.2M)
Filed 2026-10-29
KWB Wealth
NEW
Shares401,603
Change+401,603
Value$10.0M
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares380,027 from 370,532
Change+9,495 (+3%)
Value$9.5M (-$207.4K)
Filed 2026-10-29
Tsfg, LLC
INCREASED
Shares338,865 from 334,948
Change+3,917 (+1%)
Value$8.5M (-$304.0K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares337,458 from 221,425
Change+116,033 (+52%)
Value$8.4M (+$2.6M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares332,106 from 55,971
Change+276,135 (+493%)
Value$8.3M (+$6.8M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares297,006 from 201,569
Change+95,437 (+47%)
Value$7.4M (+$2.1M)
Filed 2026-10-30
Clarity Asset Management, Inc.
INCREASED
Shares288,575 from 287,324
Change+1,251 (+0%)
Value$7.2M (-$313.5K)
Filed 2026-10-14
Freedom Financial Partners LLC
INCREASED
Shares278,971 from 271,557
Change+7,414 (+3%)
Value$7.0M (-$140.7K)
Filed 2026-10-19
Sunpointe, LLC
INCREASED
Shares233,761 from 220,778
Change+12,983 (+6%)
Value$5.8M (+$59.4K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
DECREASED
Shares233,482 from 315,605
Change-82,123 (-26%)
Value$5.8M (-$2.4M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares232,063 from 203,488
Change+28,575 (+14%)
Value$5.8M (+$469.6K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares229,404 from 184,137
Change+45,267 (+25%)
Value$5.7M (+$909.8K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares225,861 from 152,149
Change+73,712 (+48%)
Value$5.6M (+$1.7M)
Filed 2026-10-21
Smith Thornton Advisors LLC
DECREASED
Shares217,699 from 221,717
Change-4,018 (-2%)
Value$5.4M (-$315.5K)
Filed 2026-10-16
Strid Group, LLC
NEW
Shares213,440
Change+213,440
Value$5.3M
Filed 2026-10-28
Uptick Partners, LLC
DECREASED
Shares208,256 from 295,352
Change-87,096 (-29%)
Value$5.2M (-$2.5M)
Filed 2026-11-04
Boyer Financial Services, Inc.
INCREASED
Shares191,860 from 191,521
Change+339 (+0%)
Value$4.8M (-$219.4K)
Filed 2026-10-23
Stewardship Concepts Financial Services LLC
INCREASED
Shares175,869 from 155,950
Change+19,919 (+13%)
Value$4.4M (+$310.4K)
Filed 2026-10-06
Mission Wealth Management, LP
INCREASED
Shares171,534 from 152,088
Change+19,446 (+13%)
Value$4.3M (+$303.2K)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
INCREASED
Shares170,815 from 156,810
Change+14,005 (+9%)
Value$4.3M (+$161.7K)
Filed 2026-11-05
InTrack Investment Management Inc
INCREASED
Shares162,156 from 157,103
Change+5,053 (+3%)
Value$4.1M (-$62.3K)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares154,454 from 88,572
Change+65,882 (+74%)
Value$3.9M (+$1.5M)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares149,210 from 162,537
Change-13,327 (-8%)
Value$3.7M (-$528.0K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares139,232 from 135,719
Change+3,513 (+3%)
Value$3.5M (-$75.1K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares136,650 from 119,575
Change+17,075 (+14%)
Value$3.4M (+$283.0K)
Filed 2026-10-07
Saxony Capital Management, LLC
INCREASED
Shares134,673 from 128,828
Change+5,845 (+5%)
Value$3.4M (-$8.6K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares132,420 from 138,294
Change-5,874 (-4%)
Value$3.3M (-$312.7K)
Filed 2026-10-13
Quantum Financial Partners LLC
DECREASED
Shares120,217 from 120,300
Change-83 (0%)
Value$3.0M (-$146.4K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares117,096 from 107,277
Change+9,819 (+9%)
Value$2.9M (+$116.6K)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares114,817 from 107,307
Change+7,510 (+7%)
Value$2.9M (+$58.8K)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares106,070 from 105,415
Change+655 (+1%)
Value$2.6M (-$110.1K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares101,598 from 106,341
Change-4,743 (-4%)
Value$2.6M (-$198.3K)
Filed 2026-11-04
KPP Advisory Services LLC
INCREASED
Shares100,700 from 93,886
Change+6,814 (+7%)
Value$2.5M (+$57.5K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares93,309 from 83,217
Change+10,092 (+12%)
Value$2.3M (+$152.2K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares90,618 from 103,408
Change-12,790 (-12%)
Value$2.3M (-$443.6K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares87,159 from 90,919
Change-3,760 (-4%)
Value$2.2M (-$203.0K)
Filed 2026-10-13
True Blue Financial, LLC
DECREASED
Shares85,418 from 111,881
Change-26,463 (-24%)
Value$2.1M (-$795.3K)
Filed 2026-10-15
Meridian Wealth Management, LLC
UNCHANGED
Shares81,832 from 81,832
Change0 (0%)
Value$2.0M (-$98.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares77,201 from 56,493
Change+20,708 (+37%)
Value$1.9M (+$449.5K)
Filed 2026-11-06
Bill Few Associates, Inc.
INCREASED
Shares75,647 from 52,769
Change+22,878 (+43%)
Value$1.9M (+$508.2K)
Filed 2026-10-09
CWS Financial Advisors, LLC
INCREASED
Shares72,795 from 72,462
Change+333 (+0%)
Value$1.8M (-$78.6K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares71,272 from 36,190
Change+35,082 (+97%)
Value$1.8M (+$832.9K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares66,211 from 42,606
Change+23,605 (+55%)
Value$1.7M (+$538.5K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares65,798 from 64,559
Change+1,239 (+2%)
Value$1.7M (-$11.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares65,798 from 64,559
Change+1,239 (+2%)
Value$1.7M (-$11.3K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares64,052 from 44,635
Change+19,417 (+44%)
Value$1.6M (+$431.5K)
Filed 2026-10-19
Blueprint Investment Partners LLC
INCREASED
Shares57,718 from 52,242
Change+5,476 (+10%)
Value$1.4M (+$74.1K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares57,718 from 52,242
Change+5,476 (+10%)
Value$1.4M (+$74.1K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares53,888 from 44,122
Change+9,766 (+22%)
Value$1.3M (+$191.0K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares52,832 from 25,709
Change+27,123 (+106%)
Value$1.3M (+$653.6K)
Filed 2026-11-06
Clear Point Advisors Inc.
DECREASED
Shares52,011 from 64,635
Change-12,624 (-20%)
Value$1.3M (-$392.9K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares49,412 from 29,052
Change+20,360 (+70%)
Value$1.2M (+$473.7K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
DECREASED
Shares48,567 from 53,855
Change-5,288 (-10%)
Value$1.2M (-$196.7K)
Filed 2026-10-29
Regatta Capital Group, LLC
DECREASED
Shares44,198 from 54,084
Change-9,886 (-18%)
Value$1.1M (-$311.9K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares44,121 from 80,292
Change-36,171 (-45%)
Value$1.1M (-$999.9K)
Filed 2026-11-03
Pines Wealth Management, LLC
DECREASED
Shares43,513 from 45,680
Change-2,167 (-5%)
Value$1.1M (-$108.9K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares41,975 from 39,428
Change+2,547 (+6%)
Value$1.0M (+$16.3K)
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares41,386 from 30,233
Change+11,153 (+37%)
Value$1.0M (+$242.3K)
Filed 2026-11-03
Hunter Associates Investment Management LLC
INCREASED
Shares38,245 from 15,155
Change+23,090 (+152%)
Value$954.0K (+$558.0K)
Filed 2026-10-26
Michael Brady & Co., LLC
UNCHANGED
Shares37,943 from 37,943
Change0 (0%)
Value$947.8K (-$45.5K)
Filed 2026-10-23
Alchemi Wealth, LLC
DECREASED
Shares37,512 from 42,021
Change-4,509 (-11%)
Value$937.1K (-$163.0K)
Filed 2026-11-04
Capital Management Associates, Inc
INCREASED
Shares36,661 from 36,252
Change+409 (+1%)
Value$915.8K (-$33.3K)
Filed 2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED
Shares32,108 from 27,241
Change+4,867 (+18%)
Value$802.1K (+$88.9K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares31,765 from 16,111
Change+15,654 (+97%)
Value$793.5K (+$371.7K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
INCREASED
Shares31,621 from 30,771
Change+850 (+3%)
Value$789.9K (-$15.7K)
Filed 2026-10-14
Jacobi Capital Management LLC
DECREASED
Shares31,479 from 31,965
Change-486 (-2%)
Value$786.4K (-$50.5K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares28,936 from 23,220
Change+5,716 (+25%)
Value$722.8K (+$114.9K)
Filed 2026-10-22
Lantern Wealth Advisors, LLC
INCREASED
Shares28,670 from 28,322
Change+348 (+1%)
Value$716.2K (-$25.3K)
Filed 2026-10-22
Accretive Wealth Partners, LLC
DECREASED
Shares28,622 from 44,545
Change-15,923 (-36%)
Value$715.0K (-$451.2K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares28,149 from 27,300
Change+849 (+3%)
Value$703.2K (-$11.5K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares27,757 from 25,982
Change+1,775 (+7%)
Value$693.4K (+$13.2K)
Filed 2026-10-29
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares27,404 from 15,404
Change+12,000 (+78%)
Value$684.6K (+$280.0K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares26,713 from 29,521
Change-2,808 (-10%)
Value$667.3K (-$105.6K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares26,233 from 26,233
Change0 (0%)
Value$655.3K (-$31.5K)
Filed 2026-10-13
Signature Equity Partners, LLC
NEW
Shares25,501
Change+25,501
Value$637.0K
Filed 2026-10-29
Confluence Wealth Services, Inc.
INCREASED
Shares24,804 from 13,559
Change+11,245 (+83%)
Value$619.6K (+$264.6K)
Filed 2026-11-05
William Mack & Associates, Inc.
INCREASED
Shares24,682 from 13,782
Change+10,900 (+79%)
Value$616.6K (+$255.7K)
Filed 2026-10-27
Security Financial Services, Inc.
INCREASED
Shares24,330 from 23,118
Change+1,212 (+5%)
Value$607.8K (+$2.5K)
Filed 2026-10-29
Carson Advisory Inc.
DECREASED
Shares24,015 from 24,076
Change-61 (0%)
Value$599.9K (-$30.4K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares23,821 from 10,045
Change+13,776 (+137%)
Value$595.1K (+$332.1K)
Filed 2026-11-05
Merited Wealth, LLC
DECREASED
Shares22,981 from 39,236
Change-16,255 (-41%)
Value$574.1K (-$453.1K)
Filed 2026-10-13
Clearwave Capital, LLC
INCREASED
Shares21,782 from 21,570
Change+212 (+1%)
Value$544.1K (-$20.6K)
Filed 2026-10-27
NewCorp Financial Services, Inc.
DECREASED
Shares20,985 from 23,950
Change-2,965 (-12%)
Value$524.2K (-$102.8K)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares20,822 from 16,826
Change+3,996 (+24%)
Value$520.1K (+$79.6K)
Filed 2026-11-05
Freestate Advisors LLC
INCREASED
Shares20,428 from 20,399
Change+29 (+0%)
Value$510.3K (-$23.7K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares17,651
Change+17,651
Value$440.9K
Filed 2026-11-03
Midwest Heritage Bank, FSB
INCREASED
Shares17,221 from 11,004
Change+6,217 (+57%)
Value$430.2K (+$142.1K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares16,882 from 15,695
Change+1,187 (+8%)
Value$421.7K (+$10.8K)
Filed 2026-10-20
Warner Financial, Inc
INCREASED
Shares16,548 from 15,180
Change+1,368 (+9%)
Value$413.4K (+$16.0K)
Filed 2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares14,630 from 14,865
Change-235 (-2%)
Value$365.5K (-$23.7K)
Filed 2026-10-28
Summit Global Investments
DECREASED
Shares13,771 from 13,968
Change-197 (-1%)
Value$344.0K (-$22.0K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares12,714 from 15,578
Change-2,864 (-18%)
Value$317.6K (-$90.2K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
INCREASED
Shares12,700 from 11,950
Change+750 (+6%)
Value$317.2K (+$4.4K)
Filed 2026-10-07
K2 Financial Inc.
INCREASED
Shares12,576 from 9,655
Change+2,921 (+30%)
Value$314.9K (+$62.1K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,465 from 9,340
Change+3,125 (+33%)
Value$311.4K (+$66.9K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares11,474 from 13,561
Change-2,087 (-15%)
Value$286.6K (-$68.4K)
Filed 2026-11-04
Private Client Services, LLC
UNCHANGED
Shares10,858 from 10,858
Change0 (0%)
Value$271.2K (-$13.0K)
Filed 2026-10-02
Y-Intercept (Hong Kong) Ltd
NEW
Shares10,850
Change+10,850
Value$271.0K
Filed 2026-10-16
Financial & Tax Architects, LLC
NEW
Shares10,825
Change+10,825
Value$270.4K
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares10,721 from 10,661
Change+60 (+1%)
Value$267.8K (-$11.3K)
Filed 2026-10-21
Trilogy Capital Inc.
UNCHANGED
Shares10,410 from 10,410
Change0 (0%)
Value$260.0K (-$12.5K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares10,158 from 11,426
Change-1,268 (-11%)
Value$253.7K (-$45.4K)
Filed 2026-10-22
Orca Wealth Management, LLC
UNCHANGED
Shares9,766 from 9,766
Change0 (0%)
Value$244.0K (-$11.7K)
Filed 2026-10-14
NWF Advisory Services Inc.
UNCHANGED
Shares8,878 from 8,878
Change0 (0%)
Value$221.8K (-$10.7K)
Filed 2026-10-19
Creative Planning
NEW
Shares8,726
Change+8,726
Value$218.0K
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares8,636 from 8,626
Change+10 (+0%)
Value$215.7K (-$10.1K)
Filed 2026-10-26
Peterson Wealth Advisors, LLC
INCREASED
Shares8,516 from 8,394
Change+122 (+1%)
Value$212.7K (-$7.0K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
INCREASED
Shares8,184 from 8,084
Change+100 (+1%)
Value$204.4K (-$7.2K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares8,175 from 8,131
Change+44 (+1%)
Value$204.2K (-$8.7K)
Filed 2026-10-08
Fifth Third Securities, Inc.
NEW
Shares8,049
Change+8,049
Value$201.1K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares6,157 from 2,053
Change+4,104 (+200%)
Value$154.5K (+$100.7K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$140.0K (-$6.7K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares5,175 from 5,166
Change+9 (+0%)
Value$129.4K (-$6.0K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares4,169 from 4,169
Change0 (0%)
Value$104.1K (-$5.0K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares3,508 from 4,483
Change-975 (-22%)
Value$87.6K (-$29.7K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
DECREASED
Shares3,089 from 5,198
Change-2,109 (-41%)
Value$77.2K (-$58.9K)
Filed 2026-11-03
Clearstead Advisors, LLC
NEW
Shares1,697
Change+1,697
Value$42.4K
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares1,066
Change+1,066
Value$26.6K
Filed 2026-10-27
Arvest Investments, Inc.
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$24.4K (-$1.2K)
Filed 2026-10-21
Golden State Wealth Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$18.7K (-$900)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares722
Change+722
Value$18.0K
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares165 from 287
Change-122 (-43%)
Value$4.1K (-$3.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
NEW
Shares152
Change+152
Value$3.8K
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.5K (-$120)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.2K (-$108)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares74
Change+74
Value$1.9K
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares17 from 15
Change+2 (+13%)
Value$435 (+$37)
Filed 2026-10-28
Royal Harbor Partners, LLC
CLOSED
Shares0 from 712,718
Change-712,718 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-29
MSH Capital Advisors LLC
CLOSED
Shares0 from 31,611
Change-31,611 (-100%)
Value$0 (-$827.6K)
Filed 2026-11-03
Facet Wealth, Inc.
CLOSED
Shares0 from 10,812
Change-10,812 (-100%)
Value$0 (-$283.1K)
Filed 2026-11-04
Simplicity Wealth,LLC
CLOSED
Shares0 from 10,017
Change-10,017 (-100%)
Value$0 (-$262.2K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 9,197
Change-9,197 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 8,438
Change-8,438 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,847
Change-1,847 (-100%)
Value$0 (-$48.4K)
Filed 2026-11-06
Capital International Investors
N/A
Shares— from 41,788,400
Change-41,788,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,125,699
Change-9,125,699 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,721,547
Change-7,721,547 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,744,786
Change-6,744,786 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,591,203
Change-6,591,203 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,616,548
Change-5,616,548 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,511,435
Change-4,511,435 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,437,616
Change-4,437,616 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,251,177
Change-3,251,177 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,040,699
Change-3,040,699 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,610,343
Change-2,610,343 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,041,893
Change-2,041,893 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,874,283
Change-1,874,283 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,646,144
Change-1,646,144 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,556,633
Change-1,556,633 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,527,732
Change-1,527,732 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,297,322
Change-1,297,322 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,137,925
Change-1,137,925 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,129,480
Change-1,129,480 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,060,685
Change-1,060,685 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 836,040
Change-836,040 (-100%)
Value—
&partners
N/A
Shares— from 813,055
Change-813,055 (-100%)
Value—
UBS Group AG
N/A
Shares— from 805,505
Change-805,505 (-100%)
Value—
Stephens Inc
N/A
Shares— from 753,630
Change-753,630 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 701,386
Change-701,386 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 700,207
Change-700,207 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 666,929
Change-666,929 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 658,570
Change-658,570 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 552,406
Change-552,406 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 480,977
Change-480,977 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 450,459
Change-450,459 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 427,246
Change-427,246 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 422,672
Change-422,672 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 345,851
Change-345,851 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 333,242
Change-333,242 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 318,674
Change-318,674 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 311,252
Change-311,252 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 311,032
Change-311,032 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 305,149
Change-305,149 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 244,250
Change-244,250 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 227,177
Change-227,177 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 226,171
Change-226,171 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 203,803
Change-203,803 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 199,801
Change-199,801 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 198,621
Change-198,621 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 183,244
Change-183,244 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 180,534
Change-180,534 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 170,096
Change-170,096 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 162,034
Change-162,034 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 158,933
Change-158,933 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 149,984
Change-149,984 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 149,904
Change-149,904 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 142,995
Change-142,995 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 141,048
Change-141,048 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 136,645
Change-136,645 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 134,619
Change-134,619 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 128,679
Change-128,679 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 120,272
Change-120,272 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 118,628
Change-118,628 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 113,678
Change-113,678 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 109,131
Change-109,131 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 109,008
Change-109,008 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 104,974
Change-104,974 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 99,857
Change-99,857 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 96,486
Change-96,486 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 95,306
Change-95,306 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 94,536
Change-94,536 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 92,219
Change-92,219 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 86,009
Change-86,009 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 80,785
Change-80,785 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 77,995
Change-77,995 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 77,003
Change-77,003 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 76,446
Change-76,446 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 67,856
Change-67,856 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 61,038
Change-61,038 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 56,257
Change-56,257 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 54,646
Change-54,646 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 50,915
Change-50,915 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 49,717
Change-49,717 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 44,900
Change-44,900 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 36,518
Change-36,518 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 33,328
Change-33,328 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 31,343
Change-31,343 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 29,154
Change-29,154 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 28,697
Change-28,697 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,647
Change-26,647 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 25,070
Change-25,070 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,882
Change-13,882 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,893
Change-10,893 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
FMR LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 207
Change-207 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 89
Change-89 (-100%)
Value—
Status
LPL Financial LLC
INCREASED36,560,36632,832,622+3,727,744+11%$859.6M$913.3M+$53.7M2026-11-06
Johnson Bixby & Associates, LLC
INCREASED2,618,8482,357,491+261,357+11%$61.7M$65.4M+$3.7M2026-10-14
Merit Financial Group, LLC
INCREASED2,377,9452,145,383+232,562+11%$56.2M$59.4M+$3.2M2026-11-06
Valmark Advisers, Inc.
INCREASED2,310,7092,171,812+138,897+6%$56.9M$57.7M+$863.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,855,7701,764,964+90,806+5%$46.2M$46.4M+$150.0K2026-11-02
Larson Financial Group LLC
INCREASED1,824,4151,666,355+158,060+9%$43.6M$45.6M+$1.9M2026-11-05
Intrua Financial, LLC
DECREASED1,252,8831,299,124-46,241-4%$34.0M$31.3M-$2.7M2026-10-28
Spinnaker Investment Group, LLC
DECREASED1,122,9741,160,847-37,873-3%$30.4M$28.1M-$2.3M2026-10-13
Leverty Financial Group, LLC
DECREASED1,103,4271,624,806-521,379-32%$42.5M$27.6M-$15.0M2026-10-08
Commonwealth Equity Services, LLC
DECREASED1,023,7431,048,341-24,598-2%$27.4M$25.6M-$1.9M2026-11-02
Quadcap Wealth Management, LLC
INCREASED1,008,631920,080+88,551+10%$24.1M$25.2M+$1.1M2026-11-02
Cannon Financial Strategists, Inc.
INCREASED945,111671,881+273,230+41%$17.6M$23.6M+$6.0M2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED936,462976,237-39,775-4%$25.4M$23.5M-$1.9M2026-10-13
BIP Wealth, LLC
INCREASED898,932850,240+48,692+6%$22.3M$22.5M+$196.1K2026-10-22
D.A. Davidson & Co.
DECREASED829,001923,546-94,545-10%$24.2M$20.7M-$3.5M2026-10-28
AdvisorNet Financial, Inc
INCREASED800,434757,948+42,486+6%$19.8M$20.1M+$271.8K2026-10-15
Aprio Wealth Management, LLC
DECREASED732,009769,632-37,623-5%$20.1M$18.3M-$1.9M2026-10-28
MGO One Seven LLC
INCREASED634,67415,480+619,194+4000%$405.3K$15.9M+$15.4M2026-10-28
Clear Trail Advisors, LLC
INCREASED628,981623,439+5,542+1%$16.3M$15.7M-$609.7K2026-10-20
Greenbush Financial Group, LLC
INCREASED610,505582,238+28,267+5%$15.2M$15.3M+$7.4K2026-10-15
Kestra Advisory Services, LLC
INCREASED525,555462,523+63,032+14%$12.1M$13.1M+$1.0M2026-11-02
Visionary Wealth Advisors
INCREASED501,882487,994+13,888+3%$12.8M$12.5M-$238.7K2026-11-04
J. Derek Lewis & Associates Inc.
DECREASED484,542489,323-4,781-1%$12.8M$12.1M-$730.5K2026-11-03
Sovran Advisors, LLC
INCREASED441,807430,389+11,418+3%$11.2M$11.2M+$54.0K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED427,74417,278+410,466+2376%$452.4K$10.7M+$10.2M2026-10-29
KWB Wealth
NEW401,603—+401,603——$10.0M—2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED380,027370,532+9,495+3%$9.7M$9.5M-$207.4K2026-10-29
Tsfg, LLC
INCREASED338,865334,948+3,917+1%$8.8M$8.5M-$304.0K2026-10-23
Apollon Wealth Management, LLC
INCREASED337,458221,425+116,033+52%$5.8M$8.4M+$2.6M2026-10-23
Farther Finance Advisors, LLC
INCREASED332,10655,971+276,135+493%$1.5M$8.3M+$6.8M2026-10-08
Truist Financial Corp
INCREASED297,006201,569+95,437+47%$5.3M$7.4M+$2.1M2026-10-30
Clarity Asset Management, Inc.
INCREASED288,575287,324+1,251+0%$7.5M$7.2M-$313.5K2026-10-14
Freedom Financial Partners LLC
INCREASED278,971271,557+7,414+3%$7.1M$7.0M-$140.7K2026-10-19
Sunpointe, LLC
INCREASED233,761220,778+12,983+6%$5.8M$5.8M+$59.4K2026-10-22
Werba Rubin Papier Wealth Management
DECREASED233,482315,605-82,123-26%$8.3M$5.8M-$2.4M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED232,063203,488+28,575+14%$5.3M$5.8M+$469.6K2026-10-16
Cullen T Bankers, Inc.
INCREASED229,404184,137+45,267+25%$4.8M$5.7M+$909.8K2026-10-28
Assetmark, Inc
INCREASED225,861152,149+73,712+48%$4.0M$5.6M+$1.7M2026-10-21
Smith Thornton Advisors LLC
DECREASED217,699221,717-4,018-2%$5.8M$5.4M-$315.5K2026-10-16
Strid Group, LLC
NEW213,440—+213,440——$5.3M—2026-10-28
Uptick Partners, LLC
DECREASED208,256295,352-87,096-29%$7.7M$5.2M-$2.5M2026-11-04
Boyer Financial Services, Inc.
INCREASED191,860191,521+339+0%$5.0M$4.8M-$219.4K2026-10-23
Stewardship Concepts Financial Services LLC
INCREASED175,869155,950+19,919+13%$4.1M$4.4M+$310.4K2026-10-06
Mission Wealth Management, LP
INCREASED171,534152,088+19,446+13%$4.0M$4.3M+$303.2K2026-10-15
Endeavor Private Wealth, Inc.
INCREASED170,815156,810+14,005+9%$4.1M$4.3M+$161.7K2026-11-05
InTrack Investment Management Inc
INCREASED162,156157,103+5,053+3%$4.1M$4.1M-$62.3K2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED154,45488,572+65,882+74%$2.3M$3.9M+$1.5M2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED149,210162,537-13,327-8%$4.3M$3.7M-$528.0K2026-10-13
Fiduciary Alliance LLC
INCREASED139,232135,719+3,513+3%$3.6M$3.5M-$75.1K2026-10-13
Venture Visionary Partners LLC
INCREASED136,650119,575+17,075+14%$3.1M$3.4M+$283.0K2026-10-07
Saxony Capital Management, LLC
INCREASED134,673128,828+5,845+5%$3.4M$3.4M-$8.6K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED132,420138,294-5,874-4%$3.6M$3.3M-$312.7K2026-10-13
Quantum Financial Partners LLC
DECREASED120,217120,300-830%$3.1M$3.0M-$146.4K2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED117,096107,277+9,819+9%$2.8M$2.9M+$116.6K2026-10-19
LongView Wealth Management
INCREASED114,817107,307+7,510+7%$2.8M$2.9M+$58.8K2026-10-19
United Advisor Group, LLC
INCREASED106,070105,415+655+1%$2.8M$2.6M-$110.1K2026-11-03
Prospera Financial Services Inc
DECREASED101,598106,341-4,743-4%$2.8M$2.6M-$198.3K2026-11-04
KPP Advisory Services LLC
INCREASED100,70093,886+6,814+7%$2.5M$2.5M+$57.5K2026-10-26
Lodestone Wealth Management LLC
INCREASED93,30983,217+10,092+12%$2.2M$2.3M+$152.2K2026-10-14
Heritage Wealth Management, Inc.
DECREASED90,618103,408-12,790-12%$2.7M$2.3M-$443.6K2026-10-28
Independent Financial Group, LLC
DECREASED87,15990,919-3,760-4%$2.4M$2.2M-$203.0K2026-10-13
True Blue Financial, LLC
DECREASED85,418111,881-26,463-24%$2.9M$2.1M-$795.3K2026-10-15
Meridian Wealth Management, LLC
UNCHANGED81,83281,83200%$2.1M$2.0M-$98.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED77,20156,493+20,708+37%$1.5M$1.9M+$449.5K2026-11-06
Bill Few Associates, Inc.
INCREASED75,64752,769+22,878+43%$1.4M$1.9M+$508.2K2026-10-09
CWS Financial Advisors, LLC
INCREASED72,79572,462+333+0%$1.9M$1.8M-$78.6K2026-10-16
Bank of New York Mellon Corp
INCREASED71,27236,190+35,082+97%$947.5K$1.8M+$832.9K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED66,21142,606+23,605+55%$1.1M$1.7M+$538.5K2026-11-02
Diversify Advisory Services, LLC
INCREASED65,79864,559+1,239+2%$1.7M$1.7M-$11.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED65,79864,559+1,239+2%$1.7M$1.7M-$11.3K2026-10-20
AA Financial Advisors, LLC
INCREASED64,05244,635+19,417+44%$1.2M$1.6M+$431.5K2026-10-19
Blueprint Investment Partners LLC
INCREASED57,71852,242+5,476+10%$1.4M$1.4M+$74.1K2026-10-28
Blueprint Financial Advisors LLC
INCREASED57,71852,242+5,476+10%$1.4M$1.4M+$74.1K2026-10-28
Fifth Third Bancorp
INCREASED53,88844,122+9,766+22%$1.2M$1.3M+$191.0K2026-11-05
Savant Capital, LLC
INCREASED52,83225,709+27,123+106%$666.1K$1.3M+$653.6K2026-11-06
Clear Point Advisors Inc.
DECREASED52,01164,635-12,624-20%$1.7M$1.3M-$392.9K2026-10-30
Perigon Wealth Management, LLC
INCREASED49,41229,052+20,360+70%$760.6K$1.2M+$473.7K2026-10-22
Prosperity Financial Group, Inc.
DECREASED48,56753,855-5,288-10%$1.4M$1.2M-$196.7K2026-10-29
Regatta Capital Group, LLC
DECREASED44,19854,084-9,886-18%$1.4M$1.1M-$311.9K2026-10-23
RFG Advisory, LLC
DECREASED44,12180,292-36,171-45%$2.1M$1.1M-$999.9K2026-11-03
Pines Wealth Management, LLC
DECREASED43,51345,680-2,167-5%$1.2M$1.1M-$108.9K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED41,97539,428+2,547+6%$1.0M$1.0M+$16.3K2026-11-04
Financial Perspectives, Inc
INCREASED41,38630,233+11,153+37%$791.5K$1.0M+$242.3K2026-11-03
Hunter Associates Investment Management LLC
INCREASED38,24515,155+23,090+152%$396.0K$954.0K+$558.0K2026-10-26
Michael Brady & Co., LLC
UNCHANGED37,94337,94300%$993.3K$947.8K-$45.5K2026-10-23
Alchemi Wealth, LLC
DECREASED37,51242,021-4,509-11%$1.1M$937.1K-$163.0K2026-11-04
Capital Management Associates, Inc
INCREASED36,66136,252+409+1%$949.1K$915.8K-$33.3K2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED32,10827,241+4,867+18%$713.2K$802.1K+$88.9K2026-11-02
Atria Investments, Inc
INCREASED31,76516,111+15,654+97%$421.8K$793.5K+$371.7K2026-10-15
Tempus Wealth Planning, LLC
INCREASED31,62130,771+850+3%$805.6K$789.9K-$15.7K2026-10-14
Jacobi Capital Management LLC
DECREASED31,47931,965-486-2%$836.8K$786.4K-$50.5K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED28,93623,220+5,716+25%$607.9K$722.8K+$114.9K2026-10-22
Lantern Wealth Advisors, LLC
INCREASED28,67028,322+348+1%$741.5K$716.2K-$25.3K2026-10-22
Accretive Wealth Partners, LLC
DECREASED28,62244,545-15,923-36%$1.2M$715.0K-$451.2K2026-11-06
Sigma Planning Corp
INCREASED28,14927,300+849+3%$714.7K$703.2K-$11.5K2026-10-23
Koshinski Asset Management, Inc.
INCREASED27,75725,982+1,775+7%$680.2K$693.4K+$13.2K2026-10-29
Hartmann Taylor Wealth Management, LLC
INCREASED27,40415,404+12,000+78%$404.5K$684.6K+$280.0K2026-10-14
PFG Advisors
DECREASED26,71329,521-2,808-10%$772.9K$667.3K-$105.6K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED26,23326,23300%$686.8K$655.3K-$31.5K2026-10-13
Signature Equity Partners, LLC
NEW25,501—+25,501——$637.0K—2026-10-29
Confluence Wealth Services, Inc.
INCREASED24,80413,559+11,245+83%$355.0K$619.6K+$264.6K2026-11-05
William Mack & Associates, Inc.
INCREASED24,68213,782+10,900+79%$360.8K$616.6K+$255.7K2026-10-27
Security Financial Services, Inc.
INCREASED24,33023,118+1,212+5%$605.2K$607.8K+$2.5K2026-10-29
Carson Advisory Inc.
DECREASED24,01524,076-610%$630.3K$599.9K-$30.4K2026-11-06
Nations Financial Group Inc,
INCREASED23,82110,045+13,776+137%$263.0K$595.1K+$332.1K2026-11-05
Merited Wealth, LLC
DECREASED22,98139,236-16,255-41%$1.0M$574.1K-$453.1K2026-10-13
Clearwave Capital, LLC
INCREASED21,78221,570+212+1%$564.7K$544.1K-$20.6K2026-10-27
NewCorp Financial Services, Inc.
DECREASED20,98523,950-2,965-12%$627.0K$524.2K-$102.8K2026-10-14
Vicus Capital
INCREASED20,82216,826+3,996+24%$440.5K$520.1K+$79.6K2026-11-05
Freestate Advisors LLC
INCREASED20,42820,399+29+0%$534.0K$510.3K-$23.7K2026-10-09
Ascentis Independent Advisors
NEW17,651—+17,651——$440.9K—2026-11-03
Midwest Heritage Bank, FSB
INCREASED17,22111,004+6,217+57%$288.1K$430.2K+$142.1K2026-10-26
Private Trust Co NA
INCREASED16,88215,695+1,187+8%$410.9K$421.7K+$10.8K2026-10-20
Warner Financial, Inc
INCREASED16,54815,180+1,368+9%$397.4K$413.4K+$16.0K2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED14,63014,865-235-2%$389.2K$365.5K-$23.7K2026-10-28
Summit Global Investments
DECREASED13,77113,968-197-1%$366.0K$344.0K-$22.0K2026-10-28
Vise Technologies, Inc.
DECREASED12,71415,578-2,864-18%$407.8K$317.6K-$90.2K2026-10-29
Rhodes Investment Advisors Inc
INCREASED12,70011,950+750+6%$312.9K$317.2K+$4.4K2026-10-07
K2 Financial Inc.
INCREASED12,5769,655+2,921+30%$252.8K$314.9K+$62.1K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED12,4659,340+3,125+33%$244.5K$311.4K+$66.9K2026-11-03
Creative Financial Designs Inc
DECREASED11,47413,561-2,087-15%$355.0K$286.6K-$68.4K2026-11-04
Private Client Services, LLC
UNCHANGED10,85810,85800%$284.3K$271.2K-$13.0K2026-10-02
Y-Intercept (Hong Kong) Ltd
NEW10,850—+10,850——$271.0K—2026-10-16
Financial & Tax Architects, LLC
NEW10,825—+10,825——$270.4K—2026-10-15
Wealthcare Advisory Partners LLC
INCREASED10,72110,661+60+1%$279.1K$267.8K-$11.3K2026-10-21
Trilogy Capital Inc.
UNCHANGED10,41010,41000%$272.5K$260.0K-$12.5K2026-10-20
Brookstone Capital Management
DECREASED10,15811,426-1,268-11%$299.1K$253.7K-$45.4K2026-10-22
Orca Wealth Management, LLC
UNCHANGED9,7669,76600%$255.7K$244.0K-$11.7K2026-10-14
NWF Advisory Services Inc.
UNCHANGED8,8788,87800%$232.4K$221.8K-$10.7K2026-10-19
Creative Planning
NEW8,726—+8,726——$218.0K—2026-11-02
Oppenheimer & Co Inc
INCREASED8,6368,626+10+0%$225.8K$215.7K-$10.1K2026-10-26
Peterson Wealth Advisors, LLC
INCREASED8,5168,394+122+1%$219.7K$212.7K-$7.0K2026-10-08
Integrity Advisory Solutions, LLC
INCREASED8,1848,084+100+1%$211.6K$204.4K-$7.2K2026-10-29
Titleist Asset Management, LLC
INCREASED8,1758,131+44+1%$212.9K$204.2K-$8.7K2026-10-08
Fifth Third Securities, Inc.
NEW8,049—+8,049——$201.1K—2026-10-21
Capital Investment Advisory Services, LLC
INCREASED6,1572,053+4,104+200%$53.7K$154.5K+$100.7K2026-10-30
Ashton Thomas Securities, LLC
UNCHANGED5,6035,60300%$146.7K$140.0K-$6.7K2026-10-26
AlphaCore Capital LLC
INCREASED5,1755,166+9+0%$135.3K$129.4K-$6.0K2026-11-04
Barrett & Company, Inc.
UNCHANGED4,1694,16900%$109.1K$104.1K-$5.0K2026-10-22
IFP Advisors, Inc
DECREASED3,5084,483-975-22%$117.4K$87.6K-$29.7K2026-10-16
Flagship Wealth Advisors, LLC
DECREASED3,0895,198-2,109-41%$136.1K$77.2K-$58.9K2026-11-03
Clearstead Advisors, LLC
NEW1,697—+1,697——$42.4K—2026-11-06
Latitude Advisors, LLC
NEW1,066—+1,066——$26.6K—2026-10-27
Arvest Investments, Inc.
UNCHANGED97697600%$25.6K$24.4K-$1.2K2026-10-21
Golden State Wealth Management, LLC
UNCHANGED75075000%$19.6K$18.7K-$9002026-11-02
Provenance Wealth Advisors, LLC
NEW722—+722——$18.0K—2026-10-30
Rossby Financial, LCC
DECREASED165287-122-43%$7.5K$4.1K-$3.4K2026-11-05
Cape Investment Advisory, Inc.
NEW152—+152——$3.8K—2026-10-13
Central Trust Co
UNCHANGED10010000%$2.6K$2.5K-$1202026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED909000%$2.4K$2.2K-$1082026-11-04
IFS Advisors, LLC
NEW74—+74——$1.9K—2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED1715+2+13%$398$435+$372026-10-28
Royal Harbor Partners, LLC
CLOSED0712,718-712,718-100%$18.7M$0-$18.7M2026-10-29
MSH Capital Advisors LLC
CLOSED031,611-31,611-100%$827.6K$0-$827.6K2026-11-03
Facet Wealth, Inc.
CLOSED010,812-10,812-100%$283.1K$0-$283.1K2026-11-04
Simplicity Wealth,LLC
CLOSED010,017-10,017-100%$262.2K$0-$262.2K2026-10-23
J.W. Cole Advisors, Inc.
CLOSED09,197-9,197-100%$240.8K$0-$240.8K2026-11-05
Summit Wealth Group LLC / Co
CLOSED08,438-8,438-100%$220.9K$0-$220.9K2026-10-29
PNC Financial Services Group, Inc.
CLOSED01,847-1,847-100%$48.4K$0-$48.4K2026-11-06
Capital International Investors
N/A—41,788,400-41,788,400-100%$1.1B———
Morgan Stanley
N/A—9,125,699-9,125,699-100%$238.9M———
Envestnet Asset Management Inc
N/A—7,721,547-7,721,547-100%$202.2M———
Northwestern Mutual Wealth Management Co
N/A—6,744,786-6,744,786-100%$176.6M———
Wells Fargo & Company
N/A—6,591,203-6,591,203-100%$172.6M———
Raymond James Financial Inc
N/A—5,616,548-5,616,548-100%$147.0M———
Cetera Investment Advisers
N/A—4,511,435-4,511,435-100%$118.1M———
Bank of America Corp
N/A—4,437,616-4,437,616-100%$116.2M———
SEI Investments Co
N/A—3,251,177-3,251,177-100%$85.1M———
Benjamin Edwards Inc
N/A—3,040,699-3,040,699-100%$79.6M———
Osaic Holdings, Inc.
N/A—2,610,343-2,610,343-100%$68.3M———
MML Investors Services, LLC
N/A—2,041,893-2,041,893-100%$53.5M———
Royal Bank of Canada
N/A—1,874,283-1,874,283-100%$49.1M———
Jones Financial Companies Lllp
N/A—1,646,144-1,646,144-100%$43.4M———
Captrust Financial Advisors
N/A—1,556,633-1,556,633-100%$40.8M———
NewEdge Advisors, LLC
N/A—1,527,732-1,527,732-100%$40.0M———
Kintra Wealth, LLC
N/A—1,297,322-1,297,322-100%$33.7M———
Compton Financial Group, LLC
N/A—1,137,925-1,137,925-100%$29.8M———
Continuum Advisory, LLC
N/A—1,129,480-1,129,480-100%$29.6M———
Stifel Financial Corp
N/A—1,060,685-1,060,685-100%$27.8M———
Panoramic Capital Partners, LLC
N/A—836,040-836,040-100%$21.9M———
&partners
N/A—813,055-813,055-100%$21.3M———
UBS Group AG
N/A—805,505-805,505-100%$21.1M———
Stephens Inc
N/A—753,630-753,630-100%$19.7M———
American Financial Advisors, LLC
N/A—701,386-701,386-100%$18.4M———
Mariner, LLC
N/A—700,207-700,207-100%$18.3M———
Private Advisor Group, LLC
N/A—666,929-666,929-100%$17.5M———
NerdWallet Wealth Partners, LLC
N/A—658,570-658,570-100%$17.2M———
Steward Partners Investment Advisory, LLC
N/A—552,406-552,406-100%$14.5M———
Janney Montgomery Scott LLC
N/A—480,977-480,977-100%$12.6M———
Mosaic Family Wealth Partners, LLC
N/A—450,459-450,459-100%$11.8M———
Harbour Investments, Inc.
N/A—427,246-427,246-100%$11.2M———
Global Retirement Partners, LLC
N/A—422,672-422,672-100%$11.1M———
Smartleaf Asset Management LLC
N/A—345,851-345,851-100%$9.1M———
Capital Group Private Client Services, Inc.
N/A—333,242-333,242-100%$8.7M———
Cofg Advisors, LLC
N/A—318,674-318,674-100%$8.3M———
Kingsview Wealth Management, LLC
N/A—311,252-311,252-100%$8.1M———
Cannon Wealth Management Services, LLC
N/A—311,032-311,032-100%$8.1M———
Rockefeller Capital Management L.P.
N/A—305,149-305,149-100%$8.0M———
EQ Wealth Advisors, LLC
N/A—244,250-244,250-100%$6.4M———
Citadel Advisors LLC
N/A—227,177-227,177-100%$5.9M———
Equitable Holdings, Inc.
N/A—226,171-226,171-100%$5.9M———
Garrison Point Advisors, LLC
N/A—203,803-203,803-100%$5.3M———
Jane Street Group, LLC
N/A—199,801-199,801-100%$5.2M———
Stratos Wealth Partners, Ltd.
N/A—198,621-198,621-100%$5.2M———
Vigil Wealth Management, LLC
N/A—183,244-183,244-100%$4.8M———
Keystone Financial Services, LLC
N/A—180,534-180,534-100%$4.7M———
Natixis Advisors, LLC
N/A—170,096-170,096-100%$4.5M———
Integrated Wealth Concepts LLC
N/A—162,034-162,034-100%$4.2M———
Gateway Wealth Partners, LLC
N/A—158,933-158,933-100%$4.2M———
Goldman Sachs Group Inc
N/A—149,984-149,984-100%$3.9M———
JPMorgan Chase & Co
N/A—149,904-149,904-100%$3.9M———
Rothschild Investment LLC
N/A—142,995-142,995-100%$3.7M———
Mutual Advisors, LLC
N/A—141,048-141,048-100%$3.7M———
Sittner & Nelson, LLC
N/A—136,645-136,645-100%$3.6M———
Envestnet Portfolio Solutions, Inc.
N/A—134,619-134,619-100%$3.5M———
HighPoint Advisor Group LLC
N/A—128,679-128,679-100%$3.4M———
Western Wealth Management, LLC
N/A—120,272-120,272-100%$3.1M———
Advance Capital Management, Inc.
N/A—118,628-118,628-100%$3.1M———
Great Valley Advisor Group, Inc.
N/A—113,678-113,678-100%$3.0M———
HighTower Advisors, LLC
N/A—109,131-109,131-100%$2.9M———
Ancora Advisors LLCA
N/A—109,008-109,008-100%$2.9M———
Berger Financial Group, Inc
N/A—104,974-104,974-100%$2.7M———
World Investment Advisors
N/A—99,857-99,857-100%$2.6M———
Bluespring Wealth Management, LLC
N/A—96,486-96,486-100%$2.5M———
Arax Advisory Partners
N/A—95,306-95,306-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—94,536-94,536-100%$2.5M———
Saiph Capital, LLC
N/A—92,219-92,219-100%$2.4M———
Wood Tarver Financial Group, LLC
N/A—86,009-86,009-100%$2.3M———
Hopwood Nicholas Hunter
N/A—80,785-80,785-100%$2.1M———
Synergy Investment Management, LLC
N/A—77,995-77,995-100%$2.0M———
IFG Advisory, LLC
N/A—77,003-77,003-100%$2.0M———
Gotham Asset Management, LLC
N/A—76,446-76,446-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—67,856-67,856-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—61,038-61,038-100%$1.6M———
Cauble & Harre Wealth Management, Inc.
N/A—56,257-56,257-100%$1.5M———
Flow Traders U.S. LLC
N/A—54,646-54,646-100%$1.4M———
Sun Financial Inc
N/A—50,915-50,915-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—49,717-49,717-100%$1.3M———
Renaissance Technologies LLC
N/A—44,900-44,900-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—36,518-36,518-100%$956.0K———
Aurdan Capital Management, LLC
N/A—33,328-33,328-100%$872.5K———
Keystone Financial Group
N/A—31,343-31,343-100%$820.6K———
Evergreen Wealth Partners LLC
N/A—29,154-29,154-100%$763.2K———
Capital Analysts, LLC
N/A—28,697-28,697-100%$752.0K———
Advisory Services Network, LLC
N/A—26,647-26,647-100%$697.6K———
Aspire Growth Partners LLC
N/A—25,070-25,070-100%$656.3K———
Kovack Advisors, Inc.
N/A—20,618-20,618-100%$539.1K———
Quadrature Capital Ltd
N/A—16,750-16,750-100%$438.5K———
IHT Wealth Management, LLC
N/A—16,030-16,030-100%$419.7K———
Ameriprise Financial Inc
N/A—14,520-14,520-100%$380.1K———
MAI Capital Management
N/A—13,882-13,882-100%$363.4K———
Advyzon Investment Management, LLC
N/A—13,780-13,780-100%$360.8K———
Vantus Wealth LLC
N/A—13,700-13,700-100%$358.7K———
Timmons Wealth Management, LLC
N/A—12,801-12,801-100%$335.1K———
Summit Financial, LLC
N/A—12,220-12,220-100%$319.9K———
Baird Financial Group, Inc.
N/A—11,794-11,794-100%$308.8K———
Florida Financial Advisors, LLC
N/A—11,490-11,490-100%$300.8K———
Silver OAK Securities, Incorporated
N/A—11,304-11,304-100%$295.9K———
Snowden Capital Advisors LLC
N/A—10,893-10,893-100%$285.2K———
Rather & Kittrell, Inc.
N/A—9,968-9,968-100%$261.0K———
Madison Wealth Partners, Inc
N/A—9,066-9,066-100%$237.3K———
Geneos Wealth Management Inc.
N/A—8,579-8,579-100%$224.6K———
Tidemark, LLC
N/A—7,538-7,538-100%$197.3K———
Qube Research & Technologies Ltd
N/A—6,721-6,721-100%$176.0K———
BFC Planning, Inc.
N/A—6,159-6,159-100%$161.3K———
Morgan Dempsey Capital Management LLC
N/A—5,622-5,622-100%$147.2K———
Bank of Montreal
N/A—5,300-5,300-100%$138.8K———
Colonial Trust Co / SC
N/A—4,509-4,509-100%$118.6K———
Godfrey Financial Associates, Inc.
N/A—2,833-2,833-100%$74.2K———
Aptus Capital Advisors, LLC
N/A—2,000-2,000-100%$52.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,636-1,636-100%$42.8K———
Huntington National Bank
N/A—1,207-1,207-100%$31.6K———
HHM Wealth Advisors, LLC
N/A—1,167-1,167-100%$30.6K———
FMR LLC
N/A—514-514-100%$13.5K———
Tower Research Capital LLC (TRC)
N/A—207-207-100%$5.4K———
Fiduciary Financial Advisors
N/A—89-89-100%$2.3K———
Showing 276 of 276 institutions