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Cap Group Intl Equity (CGIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares8,623,817 from 6,750,327
Change+1,873,490 (+28%)
Value$316.5M (+$68.3M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,611,518 from 2,415,170
Change+196,348 (+8%)
Value$95.9M (+$7.0M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares802,888 from 778,293
Change+24,595 (+3%)
Value$29.5M (+$844.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares693,559 from 641,480
Change+52,079 (+8%)
Value$25.5M (+$1.9M)
Filed 2026-11-02
LVW Advisors, LLC
INCREASED
Shares685,014 from 662,732
Change+22,282 (+3%)
Value$25.1M (+$768.2K)
Filed 2026-10-19
Linscomb Wealth, Inc.
INCREASED
Shares610,582 from 550,558
Change+60,024 (+11%)
Value$22.4M (+$2.2M)
Filed 2026-11-05
Freedom Financial Partners LLC
INCREASED
Shares517,005 from 481,888
Change+35,117 (+7%)
Value$19.0M (+$1.3M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares411,731 from 403,485
Change+8,246 (+2%)
Value$15.1M (+$273.0K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares401,155 from 371,968
Change+29,187 (+8%)
Value$14.7M (+$1.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares381,005 from 341,097
Change+39,908 (+12%)
Value$14.0M (+$1.4M)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares354,311 from 350,716
Change+3,595 (+1%)
Value$13.0M (-$388.9K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
INCREASED
Shares330,321 from 323,726
Change+6,595 (+2%)
Value$12.1M (+$217.8K)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares231,061 from 152,916
Change+78,145 (+51%)
Value$8.4M (+$2.7M)
Filed 2026-10-13
Equity Wealth Partners, LLC
INCREASED
Shares216,550 from 181,307
Change+35,243 (+19%)
Value$7.9M (+$1.3M)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares207,830 from 173,409
Change+34,421 (+20%)
Value$7.6M (+$1.3M)
Filed 2026-11-05
Mendota Financial Group, LLC
DECREASED
Shares165,837 from 181,524
Change-15,687 (-9%)
Value$6.1M (-$589.4K)
Filed 2026-10-07
Johnson Bixby & Associates, LLC
INCREASED
Shares155,938 from 153,507
Change+2,431 (+2%)
Value$5.7M (+$77.7K)
Filed 2026-10-14
Burton Enright Welch
INCREASED
Shares155,915 from 142,416
Change+13,499 (+9%)
Value$5.7M (+$484.8K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares145,651 from 142,186
Change+3,465 (+2%)
Value$5.3M (+$158.9K)
Filed 2026-11-02
StrongBox Wealth, LLC
DECREASED
Shares137,753 from 380,063
Change-242,310 (-64%)
Value$5.1M (-$8.9M)
Filed 2026-11-02
Greykasell Wealth Strategies, Inc.
INCREASED
Shares136,065 from 135,930
Change+135 (+0%)
Value$5.0M (-$5.2K)
Filed 2026-11-09
Confluence Wealth Services, Inc.
DECREASED
Shares133,937 from 136,091
Change-2,154 (-2%)
Value$4.9M (-$89.3K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares123,704 from 117,369
Change+6,335 (+5%)
Value$4.5M (+$223.7K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares122,148 from 137,629
Change-15,481 (-11%)
Value$4.5M (-$578.5K)
Filed 2026-10-28
Security Financial Services, Inc.
INCREASED
Shares107,316 from 106,497
Change+819 (+1%)
Value$3.9M (+$22.1K)
Filed 2026-10-29
Bank of Montreal
DECREASED
Shares104,380 from 266,637
Change-162,257 (-61%)
Value$3.8M (-$6.0M)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares95,889 from 97,862
Change-1,973 (-2%)
Value$3.5M (-$79.7K)
Filed 2026-11-09
Bill Few Associates, Inc.
INCREASED
Shares93,136 from 88,661
Change+4,475 (+5%)
Value$3.4M (+$157.6K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares91,577 from 96,497
Change-4,920 (-5%)
Value$3.4M (-$187.8K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares81,334 from 46,469
Change+34,865 (+75%)
Value$3.0M (+$1.3M)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares72,265 from 86,880
Change-14,615 (-17%)
Value$2.6M (-$599.0K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares71,843 from 66,957
Change+4,886 (+7%)
Value$2.6M (+$174.3K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares64,681 from 56,963
Change+7,718 (+14%)
Value$2.4M (+$279.0K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares64,089 from 62,784
Change+1,305 (+2%)
Value$2.4M (+$43.2K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares63,560 from 71,032
Change-7,472 (-11%)
Value$2.3M (-$279.6K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
INCREASED
Shares56,380 from 54,565
Change+1,815 (+3%)
Value$2.1M (+$62.5K)
Filed 2026-10-23
HighPoint Advisor Group LLC
INCREASED
Shares54,414 from 49,312
Change+5,102 (+10%)
Value$2.0M (+$183.5K)
Filed 2026-11-09
CLG LLC
INCREASED
Shares51,642 from 50,271
Change+1,371 (+3%)
Value$1.9M (+$46.5K)
Filed 2026-10-13
Valmark Advisers, Inc.
DECREASED
Shares41,473 from 204,118
Change-162,645 (-80%)
Value$1.5M (-$6.0M)
Filed 2026-11-06
Warner Financial, Inc
INCREASED
Shares40,064 from 35,573
Change+4,491 (+13%)
Value$1.5M (+$162.2K)
Filed 2026-11-06
Wisconsin Wealth Advisors, LLC
DECREASED
Shares38,995 from 39,055
Change-60 (0%)
Value$1.4M (-$5.1K)
Filed 2026-10-08
Investment Planning Advisors, Inc.
DECREASED
Shares36,186 from 38,689
Change-2,503 (-6%)
Value$1.3M (-$94.8K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares35,565 from 39,794
Change-4,229 (-11%)
Value$1.3M (-$158.2K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares33,588 from 32,749
Change+839 (+3%)
Value$1.2M (+$28.4K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
DECREASED
Shares31,400 from 34,950
Change-3,550 (-10%)
Value$1.2M (-$132.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares31,125 from 29,291
Change+1,834 (+6%)
Value$1.1M (+$65.1K)
Filed 2026-11-05
Seamount Financial Group Inc
DECREASED
Shares27,859 from 28,672
Change-813 (-3%)
Value$1.0M (-$32.0K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares27,592 from 27,473
Change+119 (+0%)
Value$1.0M (+$3.8K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares26,934 from 25,694
Change+1,240 (+5%)
Value$988.6K (+$43.6K)
Filed 2026-10-19
Walleye Partners, LLC
DECREASED
Shares26,127 from 26,993
Change-866 (-3%)
Value$959.0K (-$33.8K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares22,799 from 11,437
Change+11,362 (+99%)
Value$836.8K (+$416.2K)
Filed 2026-10-27
AdvisorNet Financial, Inc
DECREASED
Shares21,682 from 21,718
Change-36 (0%)
Value$782.1K (-$16.7K)
Filed 2026-10-15
Diversify Advisory Services, LLC
DECREASED
Shares19,625 from 19,725
Change-100 (-1%)
Value$713.4K (-$2.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares19,625 from 19,725
Change-100 (-1%)
Value$713.4K (-$2.1K)
Filed 2026-10-20
Schmidt P J Investment Management Inc
INCREASED
Shares19,525 from 16,240
Change+3,285 (+20%)
Value$716.7K (+$119.4K)
Filed 2026-11-02
WealthCare Investment Partners, LLC
NEW
Shares19,454
Change+19,454
Value$714.0K
Filed 2026-11-05
RM Financial Services, LLC
DECREASED
Shares18,495 from 18,527
Change-32 (0%)
Value$678.9K (-$2.6K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares16,560 from 16,394
Change+166 (+1%)
Value$607.8K (+$4.8K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares15,995 from 15,771
Change+224 (+1%)
Value$587.1K (+$7.0K)
Filed 2026-10-14
Lincoln Capital LLC
INCREASED
Shares15,458 from 14,417
Change+1,041 (+7%)
Value$567.8K (+$37.5K)
Filed 2026-10-09
WJ Wealth Management, LLC
UNCHANGED
Shares14,965 from 14,965
Change0 (0%)
Value$549.3K (-$1.1K)
Filed 2026-11-03
Thoroughbred Financial Services, LLC
UNCHANGED
Shares14,720 from 14,720
Change0 (0%)
Value$540.0K (-$1.0K)
Filed 2026-11-09
Investmark Advisory Group LLC
INCREASED
Shares13,573 from 12,476
Change+1,097 (+9%)
Value$498.2K (+$39.3K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares10,748 from 11,974
Change-1,226 (-10%)
Value$394.5K (-$45.9K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares10,709 from 10,323
Change+386 (+4%)
Value$393.0K (+$13.0K)
Filed 2026-10-28
BNB Wealth Management, LLC
INCREASED
Shares9,962 from 9,891
Change+71 (+1%)
Value$365.7K (+$1.9K)
Filed 2026-10-28
QTR Family Wealth, LLC
DECREASED
Shares9,656 from 9,761
Change-105 (-1%)
Value$354.4K (-$4.6K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares8,853 from 8,892
Change-39 (0%)
Value$324.9K (-$2.1K)
Filed 2026-10-19
Simon Quick Advisors, LLC
NEW
Shares8,645
Change+8,645
Value$317.3K
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares8,468 from 6,615
Change+1,853 (+28%)
Value$310.8K (+$67.5K)
Filed 2026-10-08
Florida Financial Advisors, LLC
INCREASED
Shares8,150 from 6,762
Change+1,388 (+21%)
Value$299.1K (+$50.4K)
Filed 2026-11-09
Landaas & Co
UNCHANGED
Shares6,996 from 6,996
Change0 (0%)
Value$256.8K (-$525)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares6,751 from 5,453
Change+1,298 (+24%)
Value$247.8K (+$47.2K)
Filed 2026-10-30
City Holding Co
INCREASED
Shares6,500 from 3,800
Change+2,700 (+71%)
Value$238.6K (+$98.8K)
Filed 2026-10-19
Financial Perspectives, Inc
INCREASED
Shares6,279 from 6,224
Change+55 (+1%)
Value$230.5K (+$1.5K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares6,083 from 6,893
Change-810 (-12%)
Value$223.3K (-$30.2K)
Filed 2026-10-08
Clearwave Capital, LLC
INCREASED
Shares5,886 from 5,849
Change+37 (+1%)
Value$216.0K (+$902)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares5,770 from 4,425
Change+1,345 (+30%)
Value$211.8K (+$49.0K)
Filed 2026-11-05
Advisortrust Partners, LLC
NEW
Shares5,477
Change+5,477
Value$201.0K
Filed 2026-11-02
KWB Wealth
DECREASED
Shares5,476 from 170,414
Change-164,938 (-97%)
Value$201.0K (-$6.1M)
Filed 2026-10-16
Geneos Wealth Management Inc.
NEW
Shares2,010
Change+2,010
Value$73.8K
Filed 2026-11-09
IFG Advisory, LLC
INCREASED
Shares1,259 from 1,251
Change+8 (+1%)
Value$46.2K (+$207)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares1,222 from 1,190
Change+32 (+3%)
Value$44.9K (+$1.1K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$44.0K (-$90)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares1,081 from 1,037
Change+44 (+4%)
Value$39.7K (+$1.5K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$38.2K ($0)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$29.4K (-$60)
Filed 2026-11-05
Arlington Trust Co LLC
NEW
Shares758
Change+758
Value$27.8K
Filed 2026-10-20
KFG LLC
NEW
Shares750
Change+750
Value$27.5K
Filed 2026-11-02
Nova Financial LLC
NEW
Shares749
Change+749
Value$27.5K
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$25.1K (-$52)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$24.5K (-$50)
Filed 2026-10-20
Whipplewood Advisors, LLC
DECREASED
Shares622 from 850
Change-228 (-27%)
Value$22.8K (-$8.4K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$11.5K (-$24)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares90
Change+90
Value$3.3K
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.9K (-$4)
Filed 2026-10-05
Creative Financial Designs Inc
INCREASED
Shares21 from 17
Change+4 (+24%)
Value$776 (+$150)
Filed 2026-11-04
Downshift Financial, LLC
NEW
Shares16
Change+16
Value$587
Filed 2026-10-13
First Heartland Consultants, Inc.
CLOSED
Shares0 from 36,805
Change-36,805 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-08
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 29,336
Change-29,336 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 14,498
Change-14,498 (-100%)
Value$0 (-$533.2K)
Filed 2026-10-28
PFG Advisors
CLOSED
Shares0 from 9,125
Change-9,125 (-100%)
Value$0 (-$335.6K)
Filed 2026-10-16
Veracity Capital LLC
CLOSED
Shares0 from 8,262
Change-8,262 (-100%)
Value$0 (-$303.9K)
Filed 2026-10-08
Bessemer Group Inc
CLOSED
Shares0 from 2,927
Change-2,927 (-100%)
Value$0 (-$108.0K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-14
Jones Financial Companies Lllp
N/A
Shares— from 3,779,104
Change-3,779,104 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,963,632
Change-2,963,632 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,762,255
Change-2,762,255 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,657,130
Change-2,657,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,177,635
Change-2,177,635 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,997,981
Change-1,997,981 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,795,643
Change-1,795,643 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,417,845
Change-1,417,845 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,391,420
Change-1,391,420 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,182,947
Change-1,182,947 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,069,903
Change-1,069,903 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,019,559
Change-1,019,559 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 823,566
Change-823,566 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 630,547
Change-630,547 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 617,011
Change-617,011 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 435,313
Change-435,313 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 404,089
Change-404,089 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 339,193
Change-339,193 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 290,625
Change-290,625 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 269,804
Change-269,804 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 201,443
Change-201,443 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 158,351
Change-158,351 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 145,250
Change-145,250 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 132,491
Change-132,491 (-100%)
Value—
&partners
N/A
Shares— from 127,894
Change-127,894 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 117,298
Change-117,298 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 114,617
Change-114,617 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 96,456
Change-96,456 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 92,131
Change-92,131 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 84,699
Change-84,699 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 73,754
Change-73,754 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 69,286
Change-69,286 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 61,820
Change-61,820 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 61,326
Change-61,326 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,736
Change-60,736 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55,979
Change-55,979 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 50,942
Change-50,942 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 39,380
Change-39,380 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,616
Change-38,616 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 36,629
Change-36,629 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,386
Change-35,386 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,264
Change-35,264 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 34,974
Change-34,974 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,734
Change-30,734 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 30,334
Change-30,334 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 28,552
Change-28,552 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,511
Change-23,511 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 22,629
Change-22,629 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,055
Change-20,055 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,165
Change-18,165 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,060
Change-18,060 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,220
Change-17,220 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,068
Change-16,068 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 15,317
Change-15,317 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 252
Change-252 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 133
Change-133 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 108
Change-108 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED8,623,8176,750,327+1,873,490+28%$248.3M$316.5M+$68.3M2026-11-05
LPL Financial LLC
INCREASED2,611,5182,415,170+196,348+8%$88.8M$95.9M+$7.0M2026-11-06
Merit Financial Group, LLC
INCREASED802,888778,293+24,595+3%$28.6M$29.5M+$844.4K2026-11-06
Commonwealth Equity Services, LLC
INCREASED693,559641,480+52,079+8%$23.6M$25.5M+$1.9M2026-11-02
LVW Advisors, LLC
INCREASED685,014662,732+22,282+3%$24.4M$25.1M+$768.2K2026-10-19
Linscomb Wealth, Inc.
INCREASED610,582550,558+60,024+11%$20.2M$22.4M+$2.2M2026-11-05
Freedom Financial Partners LLC
INCREASED517,005481,888+35,117+7%$17.7M$19.0M+$1.3M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED411,731403,485+8,246+2%$14.8M$15.1M+$273.0K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED401,155371,968+29,187+8%$13.7M$14.7M+$1.0M2026-10-16
Kestra Advisory Services, LLC
INCREASED381,005341,097+39,908+12%$12.5M$14.0M+$1.4M2026-11-02
Sweeney & Michel, LLC
INCREASED354,311350,716+3,595+1%$13.4M$13.0M-$388.9K2026-10-16
Stonebridge Financial Group, LLC
INCREASED330,321323,726+6,595+2%$11.9M$12.1M+$217.8K2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED231,061152,916+78,145+51%$5.6M$8.4M+$2.7M2026-10-13
Equity Wealth Partners, LLC
INCREASED216,550181,307+35,243+19%$6.7M$7.9M+$1.3M2026-10-26
Nations Financial Group Inc,
INCREASED207,830173,409+34,421+20%$6.4M$7.6M+$1.3M2026-11-05
Mendota Financial Group, LLC
DECREASED165,837181,524-15,687-9%$6.7M$6.1M-$589.4K2026-10-07
Johnson Bixby & Associates, LLC
INCREASED155,938153,507+2,431+2%$5.6M$5.7M+$77.7K2026-10-14
Burton Enright Welch
INCREASED155,915142,416+13,499+9%$5.2M$5.7M+$484.8K2026-11-04
Sovran Advisors, LLC
INCREASED145,651142,186+3,465+2%$5.1M$5.3M+$158.9K2026-11-02
StrongBox Wealth, LLC
DECREASED137,753380,063-242,310-64%$14.0M$5.1M-$8.9M2026-11-02
Greykasell Wealth Strategies, Inc.
INCREASED136,065135,930+135+0%$5.0M$5.0M-$5.2K2026-11-09
Confluence Wealth Services, Inc.
DECREASED133,937136,091-2,154-2%$5.0M$4.9M-$89.3K2026-11-05
Davenport & Co LLC
INCREASED123,704117,369+6,335+5%$4.3M$4.5M+$223.7K2026-10-14
D.A. Davidson & Co.
DECREASED122,148137,629-15,481-11%$5.1M$4.5M-$578.5K2026-10-28
Security Financial Services, Inc.
INCREASED107,316106,497+819+1%$3.9M$3.9M+$22.1K2026-10-29
Bank of Montreal
DECREASED104,380266,637-162,257-61%$9.8M$3.8M-$6.0M2026-11-09
Harbour Investments, Inc.
DECREASED95,88997,862-1,973-2%$3.6M$3.5M-$79.7K2026-11-09
Bill Few Associates, Inc.
INCREASED93,13688,661+4,475+5%$3.3M$3.4M+$157.6K2026-10-09
Creative Planning
DECREASED91,57796,497-4,920-5%$3.5M$3.4M-$187.8K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED81,33446,469+34,865+75%$1.7M$3.0M+$1.3M2026-10-13
Prospera Financial Services Inc
DECREASED72,26586,880-14,615-17%$3.2M$2.6M-$599.0K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED71,84366,957+4,886+7%$2.5M$2.6M+$174.3K2026-11-06
Park Avenue Securities LLC
INCREASED64,68156,963+7,718+14%$2.1M$2.4M+$279.0K2026-10-26
IFP Advisors, Inc
INCREASED64,08962,784+1,305+2%$2.3M$2.4M+$43.2K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED63,56071,032-7,472-11%$2.6M$2.3M-$279.6K2026-11-03
Trueblood Wealth Management, LLC
INCREASED56,38054,565+1,815+3%$2.0M$2.1M+$62.5K2026-10-23
HighPoint Advisor Group LLC
INCREASED54,41449,312+5,102+10%$1.8M$2.0M+$183.5K2026-11-09
CLG LLC
INCREASED51,64250,271+1,371+3%$1.8M$1.9M+$46.5K2026-10-13
Valmark Advisers, Inc.
DECREASED41,473204,118-162,645-80%$7.5M$1.5M-$6.0M2026-11-06
Warner Financial, Inc
INCREASED40,06435,573+4,491+13%$1.3M$1.5M+$162.2K2026-11-06
Wisconsin Wealth Advisors, LLC
DECREASED38,99539,055-600%$1.4M$1.4M-$5.1K2026-10-08
Investment Planning Advisors, Inc.
DECREASED36,18638,689-2,503-6%$1.4M$1.3M-$94.8K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED35,56539,794-4,229-11%$1.5M$1.3M-$158.2K2026-10-13
Junk Investment Group, LLC
INCREASED33,58832,749+839+3%$1.2M$1.2M+$28.4K2026-10-19
Ashton Thomas Securities, LLC
DECREASED31,40034,950-3,550-10%$1.3M$1.2M-$132.9K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED31,12529,291+1,834+6%$1.1M$1.1M+$65.1K2026-11-05
Seamount Financial Group Inc
DECREASED27,85928,672-813-3%$1.1M$1.0M-$32.0K2026-10-21
TD Waterhouse Canada Inc.
INCREASED27,59227,473+119+0%$997.8K$1.0M+$3.8K2026-10-16
LexAurum Advisors, LLC
INCREASED26,93425,694+1,240+5%$945.0K$988.6K+$43.6K2026-10-19
Walleye Partners, LLC
DECREASED26,12726,993-866-3%$992.8K$959.0K-$33.8K2026-10-13
Latitude Advisors, LLC
INCREASED22,79911,437+11,362+99%$420.6K$836.8K+$416.2K2026-10-27
AdvisorNet Financial, Inc
DECREASED21,68221,718-360%$798.8K$782.1K-$16.7K2026-10-15
Diversify Advisory Services, LLC
DECREASED19,62519,725-100-1%$715.4K$713.4K-$2.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED19,62519,725-100-1%$715.4K$713.4K-$2.1K2026-10-20
Schmidt P J Investment Management Inc
INCREASED19,52516,240+3,285+20%$597.3K$716.7K+$119.4K2026-11-02
WealthCare Investment Partners, LLC
NEW19,454—+19,454——$714.0K—2026-11-05
RM Financial Services, LLC
DECREASED18,49518,527-320%$681.4K$678.9K-$2.6K2026-11-03
Jacobi Capital Management LLC
INCREASED16,56016,394+166+1%$603.0K$607.8K+$4.8K2026-11-05
Lodestone Wealth Management LLC
INCREASED15,99515,771+224+1%$580.1K$587.1K+$7.0K2026-10-14
Lincoln Capital LLC
INCREASED15,45814,417+1,041+7%$530.3K$567.8K+$37.5K2026-10-09
WJ Wealth Management, LLC
UNCHANGED14,96514,96500%$550.4K$549.3K-$1.1K2026-11-03
Thoroughbred Financial Services, LLC
UNCHANGED14,72014,72000%$541.0K$540.0K-$1.0K2026-11-09
Investmark Advisory Group LLC
INCREASED13,57312,476+1,097+9%$458.9K$498.2K+$39.3K2026-10-27
Fifth Third Bancorp
DECREASED10,74811,974-1,226-10%$440.4K$394.5K-$45.9K2026-11-05
Summit Global Investments
INCREASED10,70910,323+386+4%$380.0K$393.0K+$13.0K2026-10-28
BNB Wealth Management, LLC
INCREASED9,9629,891+71+1%$363.8K$365.7K+$1.9K2026-10-28
QTR Family Wealth, LLC
DECREASED9,6569,761-105-1%$359.0K$354.4K-$4.6K2026-11-02
NWF Advisory Services Inc.
DECREASED8,8538,892-390%$327.0K$324.9K-$2.1K2026-10-19
Simon Quick Advisors, LLC
NEW8,645—+8,645——$317.3K—2026-10-26
Farther Finance Advisors, LLC
INCREASED8,4686,615+1,853+28%$243.3K$310.8K+$67.5K2026-10-08
Florida Financial Advisors, LLC
INCREASED8,1506,762+1,388+21%$248.7K$299.1K+$50.4K2026-11-09
Landaas & Co
UNCHANGED6,9966,99600%$257.3K$256.8K-$5252026-10-29
Capital Investment Advisory Services, LLC
INCREASED6,7515,453+1,298+24%$200.6K$247.8K+$47.2K2026-10-30
City Holding Co
INCREASED6,5003,800+2,700+71%$139.7K$238.6K+$98.8K2026-10-19
Financial Perspectives, Inc
INCREASED6,2796,224+55+1%$228.9K$230.5K+$1.5K2026-11-03
Titleist Asset Management, LLC
DECREASED6,0836,893-810-12%$253.5K$223.3K-$30.2K2026-10-08
Clearwave Capital, LLC
INCREASED5,8865,849+37+1%$215.1K$216.0K+$9022026-10-27
Larson Financial Group LLC
INCREASED5,7704,425+1,345+30%$162.8K$211.8K+$49.0K2026-11-05
Advisortrust Partners, LLC
NEW5,477—+5,477——$201.0K—2026-11-02
KWB Wealth
DECREASED5,476170,414-164,938-97%$6.3M$201.0K-$6.1M2026-10-16
Geneos Wealth Management Inc.
NEW2,010—+2,010——$73.8K—2026-11-09
IFG Advisory, LLC
INCREASED1,2591,251+8+1%$46.0K$46.2K+$2072026-11-09
Assetmark, Inc
INCREASED1,2221,190+32+3%$43.8K$44.9K+$1.1K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED1,2001,20000%$44.1K$44.0K-$902026-10-13
EverSource Wealth Advisors, LLC
INCREASED1,0811,037+44+4%$38.1K$39.7K+$1.5K2026-11-04
Allworth Financial LP
UNCHANGED1,0391,03900%$38.2K$38.2K$02026-11-06
US Bancorp \de\
UNCHANGED80080000%$29.4K$29.4K-$602026-11-05
Arlington Trust Co LLC
NEW758—+758——$27.8K—2026-10-20
KFG LLC
NEW750—+750——$27.5K—2026-11-02
Nova Financial LLC
NEW749—+749——$27.5K—2026-11-04
CrossGen Wealth, LLC
UNCHANGED68468400%$25.2K$25.1K-$522026-10-30
Private Trust Co NA
UNCHANGED66766700%$24.5K$24.5K-$502026-10-20
Whipplewood Advisors, LLC
DECREASED622850-228-27%$31.3K$22.8K-$8.4K2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED31431400%$11.5K$11.5K-$242026-10-16
Marshall & Sterling Wealth Advisors Inc.
NEW90—+90——$3.3K—2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED515100%$1.9K$1.9K-$42026-10-05
Creative Financial Designs Inc
INCREASED2117+4+24%$626$776+$1502026-11-04
Downshift Financial, LLC
NEW16—+16——$587—2026-10-13
First Heartland Consultants, Inc.
CLOSED036,805-36,805-100%$1.4M$0-$1.4M2026-10-08
Axxcess Wealth Management, LLC
CLOSED029,336-29,336-100%$1.1M$0-$1.1M2026-10-21
Clear Creek Financial Management, LLC
CLOSED014,498-14,498-100%$533.2K$0-$533.2K2026-10-28
PFG Advisors
CLOSED09,125-9,125-100%$335.6K$0-$335.6K2026-10-16
Veracity Capital LLC
CLOSED08,262-8,262-100%$303.9K$0-$303.9K2026-10-08
Bessemer Group Inc
CLOSED02,927-2,927-100%$108.0K$0-$108.0K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED050-50-100%$1.8K$0-$1.8K2026-10-14
Jones Financial Companies Lllp
N/A—3,779,104-3,779,104-100%$137.4M———
Morgan Stanley
N/A—2,963,632-2,963,632-100%$109.0M———
Cetera Investment Advisers
N/A—2,762,255-2,762,255-100%$101.6M———
UBS Group AG
N/A—2,657,130-2,657,130-100%$97.7M———
Royal Bank of Canada
N/A—2,177,635-2,177,635-100%$80.1M———
Bank of America Corp
N/A—1,997,981-1,997,981-100%$73.5M———
Venturi Wealth Management, LLC
N/A—1,795,643-1,795,643-100%$66.0M———
Capital Group Private Client Services, Inc.
N/A—1,417,845-1,417,845-100%$52.1M———
Raymond James Financial Inc
N/A—1,391,420-1,391,420-100%$51.2M———
Northwestern Mutual Wealth Management Co
N/A—1,182,947-1,182,947-100%$43.5M———
Wells Fargo & Company
N/A—1,069,903-1,069,903-100%$39.4M———
Envestnet Asset Management Inc
N/A—1,019,559-1,019,559-100%$37.5M———
Osaic Holdings, Inc.
N/A—823,566-823,566-100%$30.3M———
Stifel Financial Corp
N/A—630,547-630,547-100%$23.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—617,011-617,011-100%$22.6M———
MML Investors Services, LLC
N/A—435,313-435,313-100%$16.0M———
Natixis Advisors, LLC
N/A—404,089-404,089-100%$14.9M———
Private Advisor Group, LLC
N/A—339,193-339,193-100%$12.5M———
Baird Financial Group, Inc.
N/A—290,625-290,625-100%$10.7M———
Evernest Financial Advisors, LLC
N/A—269,804-269,804-100%$9.9M———
Bleakley Financial Group, LLC
N/A—201,443-201,443-100%$7.4M———
Capital Analysts, LLC
N/A—158,351-158,351-100%$5.8M———
Barnes Pettey Financial Advisors, LLC
N/A—145,250-145,250-100%$5.3M———
Roehl & Yi Investment Advisors, LLC
N/A—132,491-132,491-100%$4.9M———
&partners
N/A—127,894-127,894-100%$4.7M———
Rockefeller Capital Management L.P.
N/A—117,298-117,298-100%$4.3M———
Wayfinding Financial, LLC
N/A—114,617-114,617-100%$4.3M———
Captrust Financial Advisors
N/A—96,456-96,456-100%$3.5M———
Kingsview Wealth Management, LLC
N/A—92,131-92,131-100%$3.4M———
Citadel Advisors LLC
N/A—84,699-84,699-100%$3.1M———
Jane Street Group, LLC
N/A—73,754-73,754-100%$2.7M———
Mariner, LLC
N/A—69,286-69,286-100%$2.5M———
BlackDiamond Wealth Management, LLC
N/A—61,820-61,820-100%$2.4M———
O'shaughnessy Asset Management, LLC
N/A—61,326-61,326-100%$2.3M———
Goldman Sachs Group Inc
N/A—60,736-60,736-100%$2.2M———
BFC Planning, Inc.
N/A—55,979-55,979-100%$2.1M———
Sanctuary Advisors, LLC
N/A—50,942-50,942-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—39,380-39,380-100%$1.4M———
Equitable Holdings, Inc.
N/A—38,616-38,616-100%$1.4M———
Sittner & Nelson, LLC
N/A—36,629-36,629-100%$1.3M———
HRT Financial LP
N/A—35,386-35,386-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—35,264-35,264-100%$1.3M———
Atlas Legacy Advisors, LLC
N/A—34,974-34,974-100%$1.3M———
Global Retirement Partners, LLC
N/A—30,734-30,734-100%$1.1M———
American Financial Advisors, LLC
N/A—30,334-30,334-100%$1.1M———
Quantinno Capital Management LP
N/A—28,552-28,552-100%$1.1M———
Ameriprise Financial Inc
N/A—23,511-23,511-100%$864.7K———
Dover Advisors, LLC
N/A—22,629-22,629-100%$787.9K———
SageView Advisory Group, LLC
N/A—21,966-21,966-100%$807.9K———
Smith, Moore & Co.
N/A—20,055-20,055-100%$737.6K———
Stratos Wealth Partners, Ltd.
N/A—18,165-18,165-100%$668.1K———
World Investment Advisors
N/A—18,060-18,060-100%$610.8K———
HighTower Advisors, LLC
N/A—17,220-17,220-100%$633.4K———
Mutual Advisors, LLC
N/A—16,068-16,068-100%$591.0K———
Aspire Growth Partners LLC
N/A—15,317-15,317-100%$563.4K———
Envestnet Portfolio Solutions, Inc.
N/A—12,793-12,793-100%$470.5K———
Janney Montgomery Scott LLC
N/A—10,049-10,049-100%$370.0K———
Benjamin Edwards Inc
N/A—8,547-8,547-100%$314.5K———
Beacon Pointe Advisors, LLC
N/A—8,546-8,546-100%$314.3K———
Clark Capital Management Group, Inc.
N/A—8,223-8,223-100%$302.4K———
Ameritas Advisory Services, LLC
N/A—8,014-8,014-100%$294.8K———
Cerity Partners LLC
N/A—6,798-6,798-100%$250.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,362-6,362-100%$234.0K———
Flow Traders U.S. LLC
N/A—6,096-6,096-100%$224.0K———
Keystone Financial Group
N/A—5,949-5,949-100%$218.8K———
Cresset Asset Management, LLC
N/A—5,700-5,700-100%$209.6K———
Old Mission Capital LLC
N/A—5,576-5,576-100%$205.1K———
BBR Partners, LLC
N/A—5,500-5,500-100%$202.3K———
NewEdge Advisors, LLC
N/A—5,104-5,104-100%$187.7K———
Centaurus Financial, Inc.
N/A—4,053-4,053-100%$149.0K———
Steward Partners Investment Advisory, LLC
N/A—3,655-3,655-100%$134.4K———
Rothschild Investment LLC
N/A—2,985-2,985-100%$109.8K———
Harborfront Financial Group LLC
N/A—2,273-2,273-100%$83.6K———
JPMorgan Chase & Co
N/A—1,353-1,353-100%$49.8K———
Leo H. Evart, Inc.
N/A—955-955-100%$35.1K———
Beaird Harris Wealth Management, LLC
N/A—457-457-100%$16.8K———
Continuum Advisory, LLC
N/A—394-394-100%$14.5K———
Frazier Financial Advisors, LLC
N/A—269-269-100%$9.9K———
SHP Wealth Management
N/A—252-252-100%$9.3K———
Arax Advisory Partners
N/A—133-133-100%$4.9K———
Vanguard Advisers Inc
N/A—108-108-100%$4.0K———
Smartleaf Asset Management LLC
N/A—40-40-100%$1.5K———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$110———
Showing 188 of 188 institutions