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Cohen & Steers REIT and Pref (XRNPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ellis Investment Partners, LLC
INCREASED
Shares1,341,379 from 1,303,466
Change+37,913 (+3%)
Value$25.0M (-$1.4M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares694,595 from 745,719
Change-51,124 (-7%)
Value$13.0M (-$2.2M)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares613,861 from 598,747
Change+15,114 (+3%)
Value$11.4M (-$706.1K)
Filed 2026-10-29
Wolverine Asset Management LLC
INCREASED
Shares203,023 from 195,731
Change+7,292 (+4%)
Value$3.8M (-$187.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares186,900 from 159,395
Change+27,505 (+17%)
Value$3.5K (-$3.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares103,208 from 106,572
Change-3,364 (-3%)
Value$1.9M (-$238.6K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares103,025 from 126,878
Change-23,853 (-19%)
Value$1.9M (-$654.2K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares98,605 from 100,775
Change-2,170 (-2%)
Value$1.8M (-$206.8K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares47,068 from 46,770
Change+298 (+1%)
Value$877.8K (-$75.3K)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares45,360 from 45,464
Change-104 (0%)
Value$846.0K (-$77.0K)
Filed 2026-10-22
Smith Asset Management Co., LLC
DECREASED
Shares45,232 from 45,341
Change-109 (0%)
Value$843.6K (-$76.8K)
Filed 2026-10-16
Oarsman Capital, Inc.
DECREASED
Shares42,000 from 42,350
Change-350 (-1%)
Value$783.3K (-$76.4K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares41,239 from 43,034
Change-1,795 (-4%)
Value$769.1K (-$104.5K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares39,509 from 51,093
Change-11,584 (-23%)
Value$736.8K (-$300.3K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares27,508 from 27,135
Change+373 (+1%)
Value$513.0K (-$37.8K)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares27,102 from 27,797
Change-695 (-2%)
Value$491.9K (-$72.4K)
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares22,218 from 22,187
Change+31 (+0%)
Value$414.4K (-$36.0K)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares22,099 from 22,783
Change-684 (-3%)
Value$412.2K (-$50.3K)
Filed 2026-11-04
HBK Sorce Advisory LLC
NEW
Shares21,537
Change+21,537
Value$411.4K
Filed 2026-11-06
Abel Hall, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$373.0K (-$33.0K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares18,577 from 18,601
Change-24 (0%)
Value$337.2K (-$45.8K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares18,569 from 18,319
Change+250 (+1%)
Value$346.3K (-$25.6K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares17,718 from 17,724
Change-6 (0%)
Value$330.4K (-$29.4K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
INCREASED
Shares17,188 from 17,145
Change+43 (+0%)
Value$320.6K (-$27.5K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
DECREASED
Shares16,300 from 17,050
Change-750 (-4%)
Value$304.0K (-$42.1K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
DECREASED
Shares16,296 from 31,207
Change-14,911 (-48%)
Value$303.9K (-$329.6K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares15,810 from 20,917
Change-5,107 (-24%)
Value$294.9K (-$129.8K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares15,783 from 15,842
Change-59 (0%)
Value$294.4K (-$27.2K)
Filed 2026-11-04
Secure Asset Management, LLC
DECREASED
Shares15,667 from 25,903
Change-10,236 (-40%)
Value$292.2K (-$233.6K)
Filed 2026-10-19
HUB Investment Partners, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$261.1K (-$23.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares13,934 from 15,932
Change-1,998 (-13%)
Value$259.9K (-$63.6K)
Filed 2026-11-06
NWF Advisory Services Inc.
UNCHANGED
Shares11,502 from 11,502
Change0 (0%)
Value$214.5K (-$19.0K)
Filed 2026-10-19
Wealth Effects LLC
UNCHANGED
Shares11,300 from 11,300
Change0 (0%)
Value$210.7K (-$18.6K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares10,904
Change+10,904
Value$206
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares10,133 from 10,633
Change-500 (-5%)
Value$189.0K (-$26.9K)
Filed 2026-10-28
CGC Financial Services, LLC
NEW
Shares6,579
Change+6,579
Value$122.7K
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$78.8K (-$7.0K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$75.4K (-$5.8K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$56.0K (-$5.0K)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$50.5K (-$4.5K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$44.9K ($0)
Filed 2026-11-06
Investors Research Corp
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$41.0K (-$3.6K)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares2,000 from 1,650
Change+350 (+21%)
Value$37.3K (+$3.8K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares1,915
Change+1,915
Value$35.7K
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$33.5K (-$3.0K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares1,672 from 1,639
Change+33 (+2%)
Value$31.2K (-$2.1K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares1,600 from 6,119
Change-4,519 (-74%)
Value$29.8K (-$94.4K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$24.2K (-$2.1K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$23.5K (-$2.1K)
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$19.4K (-$1.7K)
Filed 2026-10-28
Toth Financial Advisory Corp
INCREASED
Shares1,025 from 920
Change+105 (+11%)
Value$19.1K (+$441)
Filed 2026-10-08
Hurley Capital, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$18.7K (-$1.7K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares600
Change+600
Value$11.2K
Filed 2026-10-27
Fortis Group Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$11.2K (-$990)
Filed 2026-11-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$8.3K (-$736)
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$8.3K (-$733)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$7.4K (-$655)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$7.0K (-$619)
Filed 2026-10-20
Cape Investment Advisory, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.6K (-$495)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares264 from 260
Change+4 (+2%)
Value$5 (-$1)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$4.8K (-$428)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.7K (-$330)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.8K (-$247)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares79 from 77
Change+2 (+3%)
Value$1.5K (-$98)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$523 (-$46)
Filed 2026-10-15
Russell Investments Group, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$93 (-$9)
Filed 2026-11-06
LexAurum Advisors, LLC
CLOSED
Shares0 from 12,257
Change-12,257 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 10,442
Change-10,442 (-100%)
Value$0 (-$214.7K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$60.9K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$13.5K)
Filed 2026-11-04
Assetmark, Inc
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 1,131,723
Change-1,131,723 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 769,904
Change-769,904 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 616,337
Change-616,337 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 403,050
Change-403,050 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 295,247
Change-295,247 (-100%)
Value—
UBS Group AG
N/A
Shares— from 285,252
Change-285,252 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 283,644
Change-283,644 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 176,293
Change-176,293 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 147,035
Change-147,035 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 145,876
Change-145,876 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 143,872
Change-143,872 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 136,023
Change-136,023 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 47,925
Change-47,925 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,157
Change-47,157 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,878
Change-44,878 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 39,255
Change-39,255 (-100%)
Value—
&partners
N/A
Shares— from 38,158
Change-38,158 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 36,807
Change-36,807 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 35,922
Change-35,922 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,136
Change-28,136 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 27,004
Change-27,004 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 26,560
Change-26,560 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,979
Change-24,979 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 23,480
Change-23,480 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,069
Change-23,069 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,938
Change-22,938 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,770
Change-20,770 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 19,474
Change-19,474 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 19,356
Change-19,356 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,871
Change-16,871 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,385
Change-15,385 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,383
Change-15,383 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 664
Change-664 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Ellis Investment Partners, LLC
INCREASED1,341,3791,303,466+37,913+3%$26.5M$25.0M-$1.4M2026-10-21
LPL Financial LLC
DECREASED694,595745,719-51,124-7%$15.1M$13.0M-$2.2M2026-11-06
XML Financial, LLC
INCREASED613,861598,747+15,114+3%$12.2M$11.4M-$706.1K2026-10-29
Wolverine Asset Management LLC
INCREASED203,023195,731+7,292+4%$4.0M$3.8M-$187.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED186,900159,395+27,505+17%$3.2M$3.5K-$3.2M2026-11-02
Kestra Advisory Services, LLC
DECREASED103,208106,572-3,364-3%$2.2M$1.9M-$238.6K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED103,025126,878-23,853-19%$2.6M$1.9M-$654.2K2026-10-13
Commonwealth Equity Services, LLC
DECREASED98,605100,775-2,170-2%$2.0M$1.8M-$206.8K2026-11-02
Future Financial Wealth Managment LLC
INCREASED47,06846,770+298+1%$953.2K$877.8K-$75.3K2026-10-15
Capital Investment Advisors, LLC
DECREASED45,36045,464-1040%$922.9K$846.0K-$77.0K2026-10-22
Smith Asset Management Co., LLC
DECREASED45,23245,341-1090%$920.4K$843.6K-$76.8K2026-10-16
Oarsman Capital, Inc.
DECREASED42,00042,350-350-1%$859.7K$783.3K-$76.4K2026-11-05
Independent Financial Group, LLC
DECREASED41,23943,034-1,795-4%$873.6K$769.1K-$104.5K2026-10-13
Koshinski Asset Management, Inc.
DECREASED39,50951,093-11,584-23%$1.0M$736.8K-$300.3K2026-10-29
Fifth Third Bancorp
INCREASED27,50827,135+373+1%$550.8K$513.0K-$37.8K2026-11-05
Sound Income Strategies, LLC
DECREASED27,10227,797-695-2%$564.3K$491.9K-$72.4K2026-10-09
Magnus Financial Group LLC
INCREASED22,21822,187+31+0%$450.4K$414.4K-$36.0K2026-10-21
AlphaCore Capital LLC
DECREASED22,09922,783-684-3%$462.5K$412.2K-$50.3K2026-11-04
HBK Sorce Advisory LLC
NEW21,537—+21,537——$411.4K—2026-11-06
Abel Hall, LLC
UNCHANGED20,00020,00000%$406.0K$373.0K-$33.0K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED18,57718,601-240%$383.0K$337.2K-$45.8K2026-10-13
Nations Financial Group Inc,
INCREASED18,56918,319+250+1%$371.9K$346.3K-$25.6K2026-11-05
Creative Planning
DECREASED17,71817,724-60%$359.8K$330.4K-$29.4K2026-11-02
Investment Planning Advisors, Inc.
INCREASED17,18817,145+43+0%$348.0K$320.6K-$27.5K2026-10-14
WealthBridge Capital Management, LLC
DECREASED16,30017,050-750-4%$346.1K$304.0K-$42.1K2026-10-16
Samalin Investment Counsel, LLC
DECREASED16,29631,207-14,911-48%$633.5K$303.9K-$329.6K2026-10-23
Farther Finance Advisors, LLC
DECREASED15,81020,917-5,107-24%$424.6K$294.9K-$129.8K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED15,78315,842-590%$321.6K$294.4K-$27.2K2026-11-04
Secure Asset Management, LLC
DECREASED15,66725,903-10,236-40%$525.8K$292.2K-$233.6K2026-10-19
HUB Investment Partners, LLC
UNCHANGED14,00014,00000%$284.2K$261.1K-$23.1K2026-11-03
PNC Financial Services Group, Inc.
DECREASED13,93415,932-1,998-13%$323.4K$259.9K-$63.6K2026-11-06
NWF Advisory Services Inc.
UNCHANGED11,50211,50200%$233.5K$214.5K-$19.0K2026-10-19
Wealth Effects LLC
UNCHANGED11,30011,30000%$229.4K$210.7K-$18.6K2026-10-23
M Holdings Securities, Inc.
NEW10,904—+10,904——$206—2026-11-03
D.A. Davidson & Co.
DECREASED10,13310,633-500-5%$215.9K$189.0K-$26.9K2026-10-28
CGC Financial Services, LLC
NEW6,579—+6,579——$122.7K—2026-10-13
Triumph Capital Management
UNCHANGED4,2254,22500%$85.8K$78.8K-$7.0K2026-10-14
Manchester Capital Management LLC
UNCHANGED4,0004,00000%$81.2K$75.4K-$5.8K2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,0003,00000%$60.9K$56.0K-$5.0K2026-10-16
Cullen T Bankers, Inc.
UNCHANGED2,7092,70900%$55.0K$50.5K-$4.5K2026-10-28
Allworth Financial LP
UNCHANGED2,2142,21400%$44.9K$44.9K$02026-11-06
Investors Research Corp
UNCHANGED2,2002,20000%$44.7K$41.0K-$3.6K2026-10-07
Signaturefd, LLC
INCREASED2,0001,650+350+21%$33.5K$37.3K+$3.8K2026-10-23
Next Level Wealth Planning, LLC
NEW1,915—+1,915——$35.7K—2026-10-29
Parkside Financial Bank & Trust
UNCHANGED1,7961,79600%$36.5K$33.5K-$3.0K2026-10-27
Spire Wealth Management
INCREASED1,6721,639+33+2%$33.3K$31.2K-$2.1K2026-10-30
Private Trust Co NA
DECREASED1,6006,119-4,519-74%$124.2K$29.8K-$94.4K2026-10-20
Lanark Financial, Inc.
UNCHANGED1,3001,30000%$26.4K$24.2K-$2.1K2026-10-26
US Bancorp \de\
UNCHANGED1,2611,26100%$25.6K$23.5K-$2.1K2026-11-05
Main Street Group, LTD
UNCHANGED1,0401,04000%$21.1K$19.4K-$1.7K2026-10-28
Toth Financial Advisory Corp
INCREASED1,025920+105+11%$18.7K$19.1K+$4412026-10-08
Hurley Capital, LLC
UNCHANGED1,0001,00000%$20.3K$18.7K-$1.7K2026-11-05
Balance Wealth Partners LLC
NEW600—+600——$11.2K—2026-10-27
Fortis Group Advisors, LLC
UNCHANGED60060000%$12.2K$11.2K-$9902026-11-06
Buck Wealth Strategies, LLC
UNCHANGED44644600%$9.1K$8.3K-$7362026-10-28
Hartford Financial Management Inc.
UNCHANGED44444400%$9.0K$8.3K-$7332026-10-21
Financial Network Wealth Advisors LLC
UNCHANGED39739700%$8.1K$7.4K-$6552026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED37537500%$7.6K$7.0K-$6192026-10-20
Cape Investment Advisory, Inc.
UNCHANGED30030000%$6.1K$5.6K-$4952026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED264260+4+2%$6$5-$12026-11-04
IFP Advisors, Inc
UNCHANGED25925900%$5.3K$4.8K-$4282026-10-16
SBK Financial, Inc.
UNCHANGED20020000%$4.1K$3.7K-$3302026-11-02
Highline Wealth Partners LLC
UNCHANGED15015000%$3.0K$2.8K-$2472026-10-19
EverSource Wealth Advisors, LLC
INCREASED7977+2+3%$1.6K$1.5K-$982026-11-04
Wolff Wiese Magana LLC
UNCHANGED282800%$569$523-$462026-10-15
Russell Investments Group, Ltd.
UNCHANGED5500%$102$93-$92026-11-06
LexAurum Advisors, LLC
CLOSED012,257-12,257-100%$248.8K$0-$248.8K2026-10-19
International Assets Investment Management, LLC
CLOSED010,442-10,442-100%$214.7K$0-$214.7K2026-11-02
Islay Capital Management, LLC
CLOSED03,000-3,000-100%$60.9K$0-$60.9K2026-10-20
Plante Moran Financial Advisors, LLC
CLOSED0666-666-100%$13.5K$0-$13.5K2026-11-04
Assetmark, Inc
CLOSED0181-181-100%$3.7K$0-$3.7K2026-10-21
JFS Wealth Advisors, LLC
CLOSED071-71-100%$1.4K$0-$1.4K2026-11-03
Morgan Stanley
N/A—1,131,723-1,131,723-100%$23.0M———
Wells Fargo & Company
N/A—769,904-769,904-100%$15.6M———
Bank of America Corp
N/A—616,337-616,337-100%$12.5M———
Ameriprise Financial Inc
N/A—403,050-403,050-100%$8.2M———
Raymond James Financial Inc
N/A—295,247-295,247-100%$6.0M———
UBS Group AG
N/A—285,252-285,252-100%$5.8M———
Royal Bank of Canada
N/A—283,644-283,644-100%$5.8M———
Cetera Investment Advisers
N/A—176,293-176,293-100%$3.6M———
Harbour Investments, Inc.
N/A—147,035-147,035-100%$3.0M———
Osaic Holdings, Inc.
N/A—145,876-145,876-100%$3.0M———
Johnson Financial Group, Inc.
N/A—143,872-143,872-100%$2.9M———
Landscape Capital Management, L.L.C.
N/A—136,023-136,023-100%$2.8M———
Shufro Rose & Co LLC
N/A—62,000-62,000-100%$1.3M———
Bartlett & Co. Wealth Management LLC
N/A—47,925-47,925-100%$972.9K———
Private Advisor Group, LLC
N/A—47,157-47,157-100%$957.3K———
Jane Street Group, LLC
N/A—44,878-44,878-100%$911.0K———
Focus Partners Wealth
N/A—39,255-39,255-100%$796.9K———
&partners
N/A—38,158-38,158-100%$774.6K———
Atlantic Union Bankshares Corp
N/A—36,807-36,807-100%$747.2K———
Logan Stone Capital, LLC
N/A—35,922-35,922-100%$729.2K———
Envestnet Asset Management Inc
N/A—28,136-28,136-100%$571.2K———
Invesco Ltd.
N/A—27,004-27,004-100%$548.2K———
Everstar Asset Management, LLC
N/A—26,560-26,560-100%$539.2K———
Steward Partners Investment Advisory, LLC
N/A—24,979-24,979-100%$507.1K———
Insigneo Advisory Services, LLC
N/A—23,800-23,800-100%$483.1K———
Readystate Asset Management LP
N/A—23,480-23,480-100%$476.6K———
MML Investors Services, LLC
N/A—23,069-23,069-100%$468.3K———
EP Wealth Advisors, LLC
N/A—22,938-22,938-100%$465.6K———
HighTower Advisors, LLC
N/A—20,770-20,770-100%$421.6K———
XTX Topco Ltd
N/A—19,474-19,474-100%$395.3K———
Intellus Advisors LLC
N/A—19,356-19,356-100%$392.9K———
BFC Planning, Inc.
N/A—18,210-18,210-100%$369.7K———
Northern Trust Corp
N/A—16,871-16,871-100%$342.5K———
Janney Montgomery Scott LLC
N/A—16,126-16,126-100%$327.0K———
Northwestern Mutual Wealth Management Co
N/A—16,123-16,123-100%$327.3K———
West Michigan Advisors, LLC
N/A—15,457-15,457-100%$313.8K———
Advisory Services Network, LLC
N/A—15,385-15,385-100%$312.3K———
Silver OAK Securities, Incorporated
N/A—15,383-15,383-100%$312.3K———
Sanctuary Advisors, LLC
N/A—13,010-13,010-100%$264.1K———
Mariner, LLC
N/A—12,652-12,652-100%$256.8K———
RB Capital Management, LLC
N/A—11,968-11,968-100%$243.0K———
AQR Capital Management LLC
N/A—11,920-11,920-100%$242.0K———
one8zero8, LLC
N/A—11,000-11,000-100%$223.3K———
Ameritas Advisory Services, LLC
N/A—10,725-10,725-100%$217.7K———
Nomura Holdings Inc
N/A—10,000-10,000-100%$203.0K———
Rockefeller Capital Management L.P.
N/A—6,351-6,351-100%$128.9K———
Arax Advisory Partners
N/A—6,153-6,153-100%$124.9K———
Keating Financial Advisory Services, Inc.
N/A—3,808-3,808-100%$77.3K———
Strategic Wealth Partners, Ltd.
N/A—2,550-2,550-100%$51.8K———
Heritage Wealth Advisors
N/A—1,758-1,758-100%$35.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,466-1,466-100%$29.8K———
Kilter Group LLC
N/A—1,200-1,200-100%$24.4K———
Truvestments Capital LLC
N/A—916-916-100%$18.6K———
NewEdge Advisors, LLC
N/A—818-818-100%$16.6K———
Global Retirement Partners, LLC
N/A—768-768-100%$15.6K———
JPMorgan Chase & Co
N/A—664-664-100%$13.7K———
Bogart Wealth, LLC
N/A—560-560-100%$11.4K———
Allied Private Wealth LLC
N/A—359-359-100%$7.4K———
JDM Financial Group LLC
N/A—271-271-100%$5.5K———
Aventura Private Wealth, LLC
N/A—137-137-100%$2.8K———
Godfrey Financial Associates, Inc.
N/A—95-95-100%$1.9K———
Hollencrest Capital Management
N/A—10-10-100%$203———
Showing 134 of 134 institutions