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Columbia Resear ENH COR ETF (RECS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares22,351,893 from 21,699,028
Change+652,865 (+3%)
Value$1.0B (+$68.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares3,221,231 from 3,608,748
Change-387,517 (-11%)
Value$145.2M (-$10.9M)
Filed 2026-11-02
Gradient Investments LLC
INCREASED
Shares2,437,856 from 2,411,318
Change+26,538 (+1%)
Value$109.9M (+$5.6M)
Filed 2026-10-08
Amplius Wealth Advisors, LLC
DECREASED
Shares1,642,547 from 1,675,097
Change-32,550 (-2%)
Value$74.1M (+$1.6M)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares1,216,813 from 1,132,868
Change+83,945 (+7%)
Value$54.9M (+$5.8M)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares895,392 from 856,938
Change+38,454 (+4%)
Value$40.4M (+$3.3M)
Filed 2026-10-29
ARQ Wealth Advisors, LLC
INCREASED
Shares488,661 from 468,514
Change+20,147 (+4%)
Value$22.0M (+$1.3M)
Filed 2026-10-29
Heck Capital Advisors, LLC
INCREASED
Shares444,908 from 436,199
Change+8,709 (+2%)
Value$20.1M (+$1.2M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares443,545 from 432,449
Change+11,096 (+3%)
Value$20.0M (+$1.3M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares396,109 from 380,347
Change+15,762 (+4%)
Value$17.9M (+$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares363,628 from 340,472
Change+23,156 (+7%)
Value$16.4M (+$1.7M)
Filed 2026-11-02
IAG Wealth Partners, LLC
INCREASED
Shares361,202 from 347,443
Change+13,759 (+4%)
Value$16.3M (+$1.2M)
Filed 2026-11-06
KWB Wealth
DECREASED
Shares319,750 from 635,710
Change-315,960 (-50%)
Value$14.4M (-$13.1M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares267,420 from 237,568
Change+29,852 (+13%)
Value$12.1M (+$1.8M)
Filed 2026-11-04
Bensler, LLC
INCREASED
Shares252,163 from 248,398
Change+3,765 (+2%)
Value$11.4M (+$619.4K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares244,312 from 236,456
Change+7,856 (+3%)
Value$11.0M (+$782.2K)
Filed 2026-10-09
Dagco, Inc.
INCREASED
Shares235,924 from 180,123
Change+55,801 (+31%)
Value$10.6M (+$2.8M)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares229,615 from 223,944
Change+5,671 (+3%)
Value$10.4M (+$661.1K)
Filed 2026-10-14
Snider Financial Group
DECREASED
Shares219,194 from 225,697
Change-6,503 (-3%)
Value$9.9M (+$115.3K)
Filed 2026-10-16
WealthCare Investment Partners, LLC
INCREASED
Shares214,221 from 197,881
Change+16,340 (+8%)
Value$9.7M (+$1.1M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares194,951 from 195,435
Change-484 (0%)
Value$8.8M (+$332.0K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares138,759 from 121,010
Change+17,749 (+15%)
Value$6.3M (+$942.8K)
Filed 2026-11-02
R2 Capital Strategies, LLC
INCREASED
Shares137,279 from 120,862
Change+16,417 (+14%)
Value$6.2M (+$959.0K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares130,298 from 133,069
Change-2,771 (-2%)
Value$5.9M (+$116.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares120,255 from 139,883
Change-19,628 (-14%)
Value$5.5M (-$714.7K)
Filed 2026-10-13
Alchemi Wealth, LLC
DECREASED
Shares115,256 from 118,445
Change-3,189 (-3%)
Value$5.2M (+$70.6K)
Filed 2026-11-04
RDA Financial Network
DECREASED
Shares106,304 from 108,521
Change-2,217 (-2%)
Value$4.8M (+$96.4K)
Filed 2026-10-15
Paladin Wealth, LLC
INCREASED
Shares95,111 from 93,151
Change+1,960 (+2%)
Value$4.3M (+$257.0K)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares68,163 from 94,482
Change-26,319 (-28%)
Value$3.1M (-$1.0M)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares57,776 from 64,320
Change-6,544 (-10%)
Value$2.6M (-$178.6K)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
INCREASED
Shares57,519 from 57,233
Change+286 (+1%)
Value$2.6M (+$116.5K)
Filed 2026-10-20
First Growth Capital LLC
INCREASED
Shares57,190 from 55,371
Change+1,819 (+3%)
Value$2.6M (+$182.2K)
Filed 2026-10-15
Dana Investment Advisors, Inc.
DECREASED
Shares56,680 from 60,901
Change-4,221 (-7%)
Value$2.6M (-$80.1K)
Filed 2026-11-06
Smith Shellnut Wilson LLC
INCREASED
Shares54,093 from 53,520
Change+573 (+1%)
Value$2.4M (+$122.7K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares51,761 from 51,804
Change-43 (0%)
Value$2.3M (+$91.8K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares51,261 from 51,466
Change-205 (0%)
Value$2.3M (+$83.9K)
Filed 2026-10-16
Pines Wealth Management, LLC
INCREASED
Shares46,888 from 44,327
Change+2,561 (+6%)
Value$2.1M (+$195.7K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares39,218
Change+39,218
Value$1.8M
Filed 2026-10-21
Citizens Financial Group Inc
NEW
Shares36,258
Change+36,258
Value$1.6M
Filed 2026-10-23
Magnus Financial Group LLC
NEW
Shares28,910
Change+28,910
Value$1.3M
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares28,867 from 23,782
Change+5,085 (+21%)
Value$1.3M (+$272.3K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares28,499 from 28,888
Change-389 (-1%)
Value$1.3M (+$34.7K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares25,808 from 28,974
Change-3,166 (-11%)
Value$1.2M (-$90.3K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
DECREASED
Shares24,174 from 24,574
Change-400 (-2%)
Value$1.1M (+$26.4K)
Filed 2026-10-15
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares22,897 from 22,978
Change-81 (0%)
Value$1.0M (+$37.9K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares20,255 from 20,791
Change-536 (-3%)
Value$913.3K (+$13.5K)
Filed 2026-10-28
MMA Asset Management LLC
DECREASED
Shares19,653 from 22,983
Change-3,330 (-14%)
Value$886.2K (-$108.6K)
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares19,121
Change+19,121
Value$862.2K
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares19,037 from 20,416
Change-1,379 (-7%)
Value$858.4K (-$25.2K)
Filed 2026-10-15
Equity Wealth Partners, LLC
DECREASED
Shares17,684 from 18,294
Change-610 (-3%)
Value$797.4K (+$5.6K)
Filed 2026-10-26
Uniting Wealth Partners, LLC
NEW
Shares16,925
Change+16,925
Value$763.1K
Filed 2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares15,614 from 16,906
Change-1,292 (-8%)
Value$704.0K (-$27.7K)
Filed 2026-10-15
Richmond Investment Services, LLC
UNCHANGED
Shares15,083 from 15,083
Change0 (0%)
Value$680.1K (+$27.3K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares14,549 from 16,529
Change-1,980 (-12%)
Value$656.0K (-$59.4K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares14,343 from 15,409
Change-1,066 (-7%)
Value$646.7K (-$20.2K)
Filed 2026-10-23
PCA Investment Advisory Services Inc.
DECREASED
Shares14,309 from 19,415
Change-5,106 (-26%)
Value$645.2K (-$195.1K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares13,696 from 33,307
Change-19,611 (-59%)
Value$617.5K (-$824.0K)
Filed 2026-10-14
Moneco Advisors, LLC
DECREASED
Shares13,089 from 14,576
Change-1,487 (-10%)
Value$590.2K (-$40.6K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares13,055 from 14,704
Change-1,649 (-11%)
Value$588.6K (-$47.7K)
Filed 2026-10-14
RiverTree Advisors, LLC
DECREASED
Shares12,945 from 13,108
Change-163 (-1%)
Value$583.7K (+$16.4K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares11,691 from 13,006
Change-1,315 (-10%)
Value$527.2K (-$35.7K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares10,595 from 11,564
Change-969 (-8%)
Value$479.0K (-$22.0K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
DECREASED
Shares9,988 from 10,203
Change-215 (-2%)
Value$450.3K (+$8.8K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares9,926 from 9,329
Change+597 (+6%)
Value$447.6K (+$43.8K)
Filed 2026-11-04
Balance Wealth Partners LLC
INCREASED
Shares9,221 from 8,708
Change+513 (+6%)
Value$415.8K (+$38.9K)
Filed 2026-10-27
Carroll Advisory Group, LLC
NEW
Shares8,069
Change+8,069
Value$363.8K
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares7,576 from 7,971
Change-395 (-5%)
Value$341.6K (-$3.4K)
Filed 2026-11-05
Prospera Financial Services Inc
NEW
Shares7,313
Change+7,313
Value$328.6K
Filed 2026-11-04
A4 Wealth Advisors LLC
DECREASED
Shares7,231 from 8,208
Change-977 (-12%)
Value$326.1K (-$29.2K)
Filed 2026-10-20
Archford Capital Strategies, LLC
DECREASED
Shares6,796 from 7,730
Change-934 (-12%)
Value$306.4K (-$28.1K)
Filed 2026-10-19
Dean, Jacobson Financial Services, LLC
INCREASED
Shares6,655 from 6,563
Change+92 (+1%)
Value$300.1K (+$16.0K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares6,644
Change+6,644
Value$299.6K
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares6,252 from 6,251
Change+1 (+0%)
Value$281.9K (+$11.3K)
Filed 2026-11-05
BostonPremier Wealth LLC
UNCHANGED
Shares5,759 from 5,759
Change0 (0%)
Value$259.7K (+$10.4K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares5,512 from 5,952
Change-440 (-7%)
Value$248.5K (-$9.1K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
NEW
Shares5,394
Change+5,394
Value$243.2K
Filed 2026-10-14
Meritas Wealth Management, LLC
NEW
Shares5,200
Change+5,200
Value$234.5K
Filed 2026-10-14
Tcfg Investment Advisors, LLC
DECREASED
Shares4,626 from 4,665
Change-39 (-1%)
Value$208.6K (+$6.7K)
Filed 2026-10-20
Atlas Private Wealth Advisors
NEW
Shares4,542
Change+4,542
Value$204.8K
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares1,719 from 1,719
Change0 (0%)
Value$77.5K (+$3.1K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares1,618
Change+1,618
Value$72.9K
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$65.3K (+$2.6K)
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$64.4K (+$2.6K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,417 from 1,417
Change0 (0%)
Value$61.3K ($0)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares1,146 from 1,125
Change+21 (+2%)
Value$51.7K (+$3.0K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED
Shares1,017 from 1,018
Change-1 (0%)
Value$45.9K (+$1.8K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$40.3K (+$1.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$34.2K (+$1.4K)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$29.3K (+$1.2K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
NEW
Shares405
Change+405
Value$18.3K
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares331 from 224
Change+107 (+48%)
Value$14.9K (+$5.2K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$13.5K ($0)
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$12.4K (+$500)
Filed 2026-10-23
Valley National Advisers Inc
NEW
Shares181
Change+181
Value$8.2K
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$4.8K (+$192)
Filed 2026-10-08
Highline Wealth Partners LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$4.6K (+$184)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares55
Change+55
Value$2.5K
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.4K (+$55)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$226 (+$9)
Filed 2026-10-23
Raleigh Capital Management Inc.
NEW
Shares2
Change+2
Value$90
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$282.9K
Filed 2026-10-29
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,202,547
Change-1,202,547 (-100%)
Value$0 (-$52.0M)
Filed 2026-10-16
Prosperity Financial Group, Inc.
CLOSED
Shares0 from 51,260
Change-51,260 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-29
HB Wealth Management, LLC
CLOSED
Shares0 from 16,095
Change-16,095 (-100%)
Value$0 (-$696.6K)
Filed 2026-10-23
Avestar Capital, LLC
CLOSED
Shares0 from 10,141
Change-10,141 (-100%)
Value$0 (-$438.9K)
Filed 2026-10-28
Kingdom Financial Group Llc.
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-04
Ameriprise Financial Inc
N/A
Shares— from 14,858,722
Change-14,858,722 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,054,701
Change-7,054,701 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,877,632
Change-5,877,632 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,246,488
Change-5,246,488 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,279,198
Change-3,279,198 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,879,237
Change-2,879,237 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,339,266
Change-2,339,266 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,139,839
Change-2,139,839 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,681,628
Change-1,681,628 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,664,390
Change-1,664,390 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,478,365
Change-1,478,365 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,252,310
Change-1,252,310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,118,264
Change-1,118,264 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,050,976
Change-1,050,976 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,008,482
Change-1,008,482 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,000,912
Change-1,000,912 (-100%)
Value—
UBS Group AG
N/A
Shares— from 864,328
Change-864,328 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 791,168
Change-791,168 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 765,762
Change-765,762 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 707,539
Change-707,539 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 595,285
Change-595,285 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 533,754
Change-533,754 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 532,297
Change-532,297 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 511,314
Change-511,314 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 493,262
Change-493,262 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 478,020
Change-478,020 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 467,530
Change-467,530 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 391,776
Change-391,776 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 353,993
Change-353,993 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 272,045
Change-272,045 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 259,027
Change-259,027 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 213,304
Change-213,304 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 192,408
Change-192,408 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 187,686
Change-187,686 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 176,423
Change-176,423 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 171,662
Change-171,662 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 146,366
Change-146,366 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 144,257
Change-144,257 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 138,485
Change-138,485 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 136,770
Change-136,770 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 114,939
Change-114,939 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 93,399
Change-93,399 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 90,471
Change-90,471 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 81,616
Change-81,616 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 81,137
Change-81,137 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 75,425
Change-75,425 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 71,221
Change-71,221 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 60,917
Change-60,917 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 58,030
Change-58,030 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 51,595
Change-51,595 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 50,729
Change-50,729 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 45,617
Change-45,617 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 44,842
Change-44,842 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,750
Change-39,750 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 35,103
Change-35,103 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,073
Change-32,073 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 30,177
Change-30,177 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,433
Change-28,433 (-100%)
Value—
&partners
N/A
Shares— from 27,031
Change-27,031 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 22,263
Change-22,263 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,973
Change-14,973 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,490
Change-14,490 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,945
Change-13,945 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 13,362
Change-13,362 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 13,150
Change-13,150 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 10,101
Change-10,101 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 333
Change-333 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED22,351,89321,699,028+652,865+3%$939.1M$1.0B+$68.7M2026-11-06
Commonwealth Equity Services, LLC
DECREASED3,221,2313,608,748-387,517-11%$156.2M$145.2M-$10.9M2026-11-02
Gradient Investments LLC
INCREASED2,437,8562,411,318+26,538+1%$104.4M$109.9M+$5.6M2026-10-08
Amplius Wealth Advisors, LLC
DECREASED1,642,5471,675,097-32,550-2%$72.5M$74.1M+$1.6M2026-10-20
Daymark Wealth Partners, LLC
INCREASED1,216,8131,132,868+83,945+7%$49.0M$54.9M+$5.8M2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED895,392856,938+38,454+4%$37.1M$40.4M+$3.3M2026-10-29
ARQ Wealth Advisors, LLC
INCREASED488,661468,514+20,147+4%$20.8M$22.0M+$1.3M2026-10-29
Heck Capital Advisors, LLC
INCREASED444,908436,199+8,709+2%$18.9M$20.1M+$1.2M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED443,545432,449+11,096+3%$18.7M$20.0M+$1.3M2026-11-06
Kestra Advisory Services, LLC
INCREASED396,109380,347+15,762+4%$16.5M$17.9M+$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED363,628340,472+23,156+7%$14.7M$16.4M+$1.7M2026-11-02
IAG Wealth Partners, LLC
INCREASED361,202347,443+13,759+4%$15.0M$16.3M+$1.2M2026-11-06
KWB Wealth
DECREASED319,750635,710-315,960-50%$27.5M$14.4M-$13.1M2026-10-16
Citigroup Inc
INCREASED267,420237,568+29,852+13%$10.3M$12.1M+$1.8M2026-11-04
Bensler, LLC
INCREASED252,163248,398+3,765+2%$10.8M$11.4M+$619.4K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED244,312236,456+7,856+3%$10.2M$11.0M+$782.2K2026-10-09
Dagco, Inc.
INCREASED235,924180,123+55,801+31%$7.8M$10.6M+$2.8M2026-10-20
Davenport & Co LLC
INCREASED229,615223,944+5,671+3%$9.7M$10.4M+$661.1K2026-10-14
Snider Financial Group
DECREASED219,194225,697-6,503-3%$9.8M$9.9M+$115.3K2026-10-16
WealthCare Investment Partners, LLC
INCREASED214,221197,881+16,340+8%$8.6M$9.7M+$1.1M2026-11-05
Atria Investments, Inc
DECREASED194,951195,435-4840%$8.5M$8.8M+$332.0K2026-10-15
Sovran Advisors, LLC
INCREASED138,759121,010+17,749+15%$5.4M$6.3M+$942.8K2026-11-02
R2 Capital Strategies, LLC
INCREASED137,279120,862+16,417+14%$5.2M$6.2M+$959.0K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED130,298133,069-2,771-2%$5.8M$5.9M+$116.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED120,255139,883-19,628-14%$6.2M$5.5M-$714.7K2026-10-13
Alchemi Wealth, LLC
DECREASED115,256118,445-3,189-3%$5.1M$5.2M+$70.6K2026-11-04
RDA Financial Network
DECREASED106,304108,521-2,217-2%$4.7M$4.8M+$96.4K2026-10-15
Paladin Wealth, LLC
INCREASED95,11193,151+1,960+2%$4.0M$4.3M+$257.0K2026-10-23
Fermata Advisors, LLC
DECREASED68,16394,482-26,319-28%$4.1M$3.1M-$1.0M2026-10-13
KPP Advisory Services LLC
DECREASED57,77664,320-6,544-10%$2.8M$2.6M-$178.6K2026-10-26
Paragon Private Wealth Management, LLC
INCREASED57,51957,233+286+1%$2.5M$2.6M+$116.5K2026-10-20
First Growth Capital LLC
INCREASED57,19055,371+1,819+3%$2.4M$2.6M+$182.2K2026-10-15
Dana Investment Advisors, Inc.
DECREASED56,68060,901-4,221-7%$2.6M$2.6M-$80.1K2026-11-06
Smith Shellnut Wilson LLC
INCREASED54,09353,520+573+1%$2.3M$2.4M+$122.7K2026-10-21
Truist Financial Corp
DECREASED51,76151,804-430%$2.2M$2.3M+$91.8K2026-10-30
IFP Advisors, Inc
DECREASED51,26151,466-2050%$2.2M$2.3M+$83.9K2026-10-16
Pines Wealth Management, LLC
INCREASED46,88844,327+2,561+6%$1.9M$2.1M+$195.7K2026-10-21
Root Financial Partners, LLC
NEW39,218—+39,218——$1.8M—2026-10-21
Citizens Financial Group Inc
NEW36,258—+36,258——$1.6M—2026-10-23
Magnus Financial Group LLC
NEW28,910—+28,910——$1.3M—2026-10-21
Farther Finance Advisors, LLC
INCREASED28,86723,782+5,085+21%$1.0M$1.3M+$272.3K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED28,49928,888-389-1%$1.3M$1.3M+$34.7K2026-11-04
Inscription Capital, LLC
DECREASED25,80828,974-3,166-11%$1.3M$1.2M-$90.3K2026-11-02
Riverbend Wealth Management, LLC
DECREASED24,17424,574-400-2%$1.1M$1.1M+$26.4K2026-10-15
Morey & Quinn Wealth Partners, LLC
DECREASED22,89722,978-810%$994.5K$1.0M+$37.9K2026-10-28
MGO One Seven LLC
DECREASED20,25520,791-536-3%$899.8K$913.3K+$13.5K2026-10-28
MMA Asset Management LLC
DECREASED19,65322,983-3,330-14%$994.7K$886.2K-$108.6K2026-11-02
Vise Technologies, Inc.
NEW19,121—+19,121——$862.2K—2026-10-29
HBW Advisory Services LLC
DECREASED19,03720,416-1,379-7%$883.6K$858.4K-$25.2K2026-10-15
Equity Wealth Partners, LLC
DECREASED17,68418,294-610-3%$791.7K$797.4K+$5.6K2026-10-26
Uniting Wealth Partners, LLC
NEW16,925—+16,925——$763.1K—2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED15,61416,906-1,292-8%$731.7K$704.0K-$27.7K2026-10-15
Richmond Investment Services, LLC
UNCHANGED15,08315,08300%$652.8K$680.1K+$27.3K2026-10-29
Nations Financial Group Inc,
DECREASED14,54916,529-1,980-12%$715.4K$656.0K-$59.4K2026-11-05
Sigma Planning Corp
DECREASED14,34315,409-1,066-7%$666.9K$646.7K-$20.2K2026-10-23
PCA Investment Advisory Services Inc.
DECREASED14,30919,415-5,106-26%$840.3K$645.2K-$195.1K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED13,69633,307-19,611-59%$1.4M$617.5K-$824.0K2026-10-14
Moneco Advisors, LLC
DECREASED13,08914,576-1,487-10%$630.8K$590.2K-$40.6K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED13,05514,704-1,649-11%$636.4K$588.6K-$47.7K2026-10-14
RiverTree Advisors, LLC
DECREASED12,94513,108-163-1%$567.3K$583.7K+$16.4K2026-10-13
Creative Planning
DECREASED11,69113,006-1,315-10%$562.9K$527.2K-$35.7K2026-11-02
Thrivent Financial for Lutherans
DECREASED10,59511,564-969-8%$501.0K$479.0K-$22.0K2026-11-05
John W. Brooker & Co., CPAs
DECREASED9,98810,203-215-2%$441.6K$450.3K+$8.8K2026-10-21
Visionary Wealth Advisors
INCREASED9,9269,329+597+6%$403.8K$447.6K+$43.8K2026-11-04
Balance Wealth Partners LLC
INCREASED9,2218,708+513+6%$376.9K$415.8K+$38.9K2026-10-27
Carroll Advisory Group, LLC
NEW8,069—+8,069——$363.8K—2026-10-16
Fifth Third Bancorp
DECREASED7,5767,971-395-5%$345.0K$341.6K-$3.4K2026-11-05
Prospera Financial Services Inc
NEW7,313—+7,313——$328.6K—2026-11-04
A4 Wealth Advisors LLC
DECREASED7,2318,208-977-12%$355.2K$326.1K-$29.2K2026-10-20
Archford Capital Strategies, LLC
DECREASED6,7967,730-934-12%$334.5K$306.4K-$28.1K2026-10-19
Dean, Jacobson Financial Services, LLC
INCREASED6,6556,563+92+1%$284.0K$300.1K+$16.0K2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW6,644—+6,644——$299.6K—2026-10-16
Bank of New York Mellon Corp
INCREASED6,2526,251+1+0%$270.5K$281.9K+$11.3K2026-11-05
BostonPremier Wealth LLC
UNCHANGED5,7595,75900%$249.3K$259.7K+$10.4K2026-10-16
Perigon Wealth Management, LLC
DECREASED5,5125,952-440-7%$257.6K$248.5K-$9.1K2026-10-22
Patriot Financial Group Insurance Agency, LLC
NEW5,394—+5,394——$243.2K—2026-10-14
Meritas Wealth Management, LLC
NEW5,200—+5,200——$234.5K—2026-10-14
Tcfg Investment Advisors, LLC
DECREASED4,6264,665-39-1%$201.9K$208.6K+$6.7K2026-10-20
Atlas Private Wealth Advisors
NEW4,542—+4,542——$204.8K—2026-10-23
Private Trust Co NA
UNCHANGED1,7191,71900%$74.4K$77.5K+$3.1K2026-10-20
Latitude Advisors, LLC
NEW1,618—+1,618——$72.9K—2026-10-27
Community Financial Services Group, LLC
UNCHANGED1,4431,44300%$62.7K$65.3K+$2.6K2026-10-15
Larson Financial Group LLC
UNCHANGED1,4291,42900%$61.8K$64.4K+$2.6K2026-11-05
Allworth Financial LP
UNCHANGED1,4171,41700%$61.3K$61.3K$02026-11-06
Capital Investment Advisory Services, LLC
INCREASED1,1461,125+21+2%$48.7K$51.7K+$3.0K2026-10-30
Comprehensive Financial Planning, Inc.
DECREASED1,0171,018-10%$44.0K$45.9K+$1.8K2026-10-27
Trust Co of Vermont
UNCHANGED89389300%$38.6K$40.3K+$1.6K2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED75875800%$32.8K$34.2K+$1.4K2026-11-06
Archer Investment Corp
UNCHANGED64964900%$28.1K$29.3K+$1.2K2026-11-05
Financial Network Wealth Advisors LLC
NEW405—+405——$18.3K—2026-10-28
Assetmark, Inc
INCREASED331224+107+48%$9.7K$14.9K+$5.2K2026-10-21
Bayban
UNCHANGED31331300%$13.5K$13.5K$02026-11-05
Richardson Capital Management LLC
UNCHANGED27627600%$11.9K$12.4K+$5002026-10-23
Valley National Advisers Inc
NEW181—+181——$8.2K—2026-10-23
CoreCap Advisors, LLC
UNCHANGED10610600%$4.6K$4.8K+$1922026-10-08
Highline Wealth Partners LLC
UNCHANGED10210200%$4.4K$4.6K+$1842026-10-19
Nova Financial LLC
NEW55—+55——$2.5K—2026-11-04
Barrett & Company, Inc.
UNCHANGED303000%$1.3K$1.4K+$552026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$217$226+$92026-10-23
Raleigh Capital Management Inc.
NEW2—+2——$90—2026-10-28
Prairie Wealth Advisors, Inc.
NEW0—0——$282.9K—2026-10-29
Scarborough Advisors, LLC
CLOSED01,202,547-1,202,547-100%$52.0M$0-$52.0M2026-10-16
Prosperity Financial Group, Inc.
CLOSED051,260-51,260-100%$2.2M$0-$2.2M2026-10-29
HB Wealth Management, LLC
CLOSED016,095-16,095-100%$696.6K$0-$696.6K2026-10-23
Avestar Capital, LLC
CLOSED010,141-10,141-100%$438.9K$0-$438.9K2026-10-28
Kingdom Financial Group Llc.
CLOSED064-64-100%$2.8K$0-$2.8K2026-11-04
Ameriprise Financial Inc
N/A—14,858,722-14,858,722-100%$643.1M———
Morgan Stanley
N/A—7,054,701-7,054,701-100%$305.3M———
Raymond James Financial Inc
N/A—5,877,632-5,877,632-100%$254.4M———
Bank of America Corp
N/A—5,246,488-5,246,488-100%$227.1M———
Osaic Holdings, Inc.
N/A—3,279,198-3,279,198-100%$141.9M———
Wells Fargo & Company
N/A—2,879,237-2,879,237-100%$124.6M———
Bogart Wealth, LLC
N/A—2,339,266-2,339,266-100%$101.2M———
Stratos Investment Management, LLC
N/A—2,139,839-2,139,839-100%$92.6M———
Ameritas Advisory Services, LLC
N/A—1,681,628-1,681,628-100%$72.8M———
Stratos Wealth Partners, Ltd.
N/A—1,664,390-1,664,390-100%$72.0M———
Cetera Investment Advisers
N/A—1,478,365-1,478,365-100%$64.0M———
Drake & Associates, LLC
N/A—1,252,310-1,252,310-100%$54.2M———
Royal Bank of Canada
N/A—1,118,264-1,118,264-100%$48.4M———
JPMorgan Chase & Co
N/A—1,050,976-1,050,976-100%$45.2M———
Mason & Associates Inc
N/A—1,008,482-1,008,482-100%$43.6M———
Jones Financial Companies Lllp
N/A—1,000,912-1,000,912-100%$42.8M———
UBS Group AG
N/A—864,328-864,328-100%$37.4M———
Stadion Money Management, LLC
N/A—791,168-791,168-100%$34.2M———
BlueStem Wealth Partners, LLC
N/A—765,762-765,762-100%$33.1M———
Three Cord True Wealth Management, LLC
N/A—707,539-707,539-100%$30.6M———
MML Investors Services, LLC
N/A—595,285-595,285-100%$25.8M———
Trajan Wealth LLC
N/A—533,754-533,754-100%$23.1M———
Gladstone Institutional Advisory LLC
N/A—532,297-532,297-100%$23.0M———
Tower Wealth Partners, Inc.
N/A—511,314-511,314-100%$22.1M———
Retirement Management Systems Inc.
N/A—493,262-493,262-100%$21.3M———
SUN Life Financial Inc
N/A—478,020-478,020-100%$20.7M———
Centaurus Financial, Inc.
N/A—467,530-467,530-100%$20.2M———
Essex Financial Services, Inc.
N/A—391,776-391,776-100%$17.0M———
Stifel Financial Corp
N/A—353,993-353,993-100%$15.3M———
Northwestern Mutual Wealth Management Co
N/A—272,045-272,045-100%$11.8M———
Pine Valley Investments Ltd Liability Co
N/A—259,027-259,027-100%$11.2M———
Leavell Investment Management, Inc.
N/A—213,304-213,304-100%$9.2M———
Byrne Financial Freedom, LLC
N/A—192,408-192,408-100%$8.3M———
World Investment Advisors
N/A—187,686-187,686-100%$7.3M———
Private Advisor Group, LLC
N/A—176,423-176,423-100%$7.6M———
Retirement Planning Group, LLC / NY
N/A—171,662-171,662-100%$7.4M———
Steward Partners Investment Advisory, LLC
N/A—146,366-146,366-100%$6.3M———
Janney Montgomery Scott LLC
N/A—144,257-144,257-100%$6.2M———
Western Wealth Management, LLC
N/A—138,485-138,485-100%$6.0M———
Envestnet Asset Management Inc
N/A—136,770-136,770-100%$5.9M———
Brown Financial Advisors
N/A—114,939-114,939-100%$5.0M———
Equitable Holdings, Inc.
N/A—93,399-93,399-100%$4.0M———
Sanctuary Advisors, LLC
N/A—90,471-90,471-100%$3.9M———
Fidelis Capital Partners, LLC
N/A—81,616-81,616-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—81,137-81,137-100%$3.5M———
Spirepoint Private Client, LLC
N/A—75,425-75,425-100%$3.3M———
Principal Securities, Inc.
N/A—71,221-71,221-100%$3.1M———
Mattson Financial Services, LLC
N/A—60,917-60,917-100%$2.7M———
LM Advisors LLC
N/A—58,030-58,030-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—51,595-51,595-100%$2.2M———
Gateway Wealth Partners, LLC
N/A—50,729-50,729-100%$2.2M———
Summit Financial, LLC
N/A—45,617-45,617-100%$2.0M———
Natixis Advisors, LLC
N/A—44,842-44,842-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—39,750-39,750-100%$1.7M———
Axis Wealth Partners, LLC
N/A—35,103-35,103-100%$1.5M———
NewEdge Advisors, LLC
N/A—32,073-32,073-100%$1.4M———
Lakeridge Wealth Management LLC
N/A—30,177-30,177-100%$1.3M———
Mariner, LLC
N/A—28,433-28,433-100%$1.2M———
&partners
N/A—27,031-27,031-100%$1.2M———
Denver Wealth Management, Inc.
N/A—22,263-22,263-100%$963.6K———
Palumbo Wealth Management LLC
N/A—20,455-20,455-100%$885.3K———
Advisory Services Network, LLC
N/A—14,973-14,973-100%$648.0K———
Van Diest Capital, LLC
N/A—14,839-14,839-100%$642.2K———
FMR LLC
N/A—14,490-14,490-100%$627.1K———
Great Valley Advisor Group, Inc.
N/A—14,410-14,410-100%$623.7K———
Stratos Wealth Advisors, LLC
N/A—13,945-13,945-100%$603.6K———
Medallion Wealth Advisors, LLC
N/A—13,768-13,768-100%$595.9K———
XTX Topco Ltd
N/A—13,672-13,672-100%$591.7K———
Qube Research & Technologies Ltd
N/A—13,362-13,362-100%$578.3K———
Focus Partners Wealth
N/A—13,333-13,333-100%$577.1K———
Oxinas Partners, LLC
N/A—13,150-13,150-100%$569.1K———
Gotham Asset Management, LLC
N/A—13,085-13,085-100%$566.3K———
Ausdal Financial Partners, Inc.
N/A—11,263-11,263-100%$487.5K———
Empirical Asset Management, LLC
N/A—10,388-10,388-100%$449.6K———
Cedrus Wealth Group LLC
N/A—10,101-10,101-100%$437.2K———
D. E. Shaw & Co., Inc.
N/A—8,547-8,547-100%$369.9K———
Regatta Research & Money Management
N/A—8,443-8,443-100%$365.4K———
Jane Street Group, LLC
N/A—8,144-8,144-100%$352.5K———
Keystone Financial Services, LLC
N/A—7,943-7,943-100%$343.8K———
Clark Capital Management Group, Inc.
N/A—7,670-7,670-100%$332.0K———
Trexquant Investment LP
N/A—7,519-7,519-100%$325.4K———
Envestnet Portfolio Solutions, Inc.
N/A—7,440-7,440-100%$322.0K———
Kingsview Wealth Management, LLC
N/A—7,010-7,010-100%$303.4K———
Global Retirement Partners, LLC
N/A—6,417-6,417-100%$277.7K———
Harbour Investments, Inc.
N/A—6,041-6,041-100%$261.5K———
Barnes Pettey Financial Advisors, LLC
N/A—5,273-5,273-100%$228.2K———
Concentrum Wealth Management
N/A—5,000-5,000-100%$216.4K———
Copley Financial Group, Inc.
N/A—4,959-4,959-100%$214.6K———
Foundations Investment Advisors, LLC
N/A—4,916-4,916-100%$212.8K———
SageView Advisory Group, LLC
N/A—4,911-4,911-100%$212.5K———
Coldstream Capital Management Inc
N/A—4,909-4,909-100%$212.5K———
Graney & King, LLC
N/A—3,773-3,773-100%$163.3K———
Mark Sheptoff Financial Planning, LLC
N/A—2,463-2,463-100%$106.6K———
UBS Asset Management Americas LLC
N/A—2,280-2,280-100%$98.7K———
Arax Advisory Partners
N/A—1,935-1,935-100%$83.7K———
Vanguard Advisers Inc
N/A—333-333-100%$14.4K———
Rockefeller Capital Management L.P.
N/A—208-208-100%$9.0K———
Luminist Capital LLC
N/A—00—$2.2K———
Showing 204 of 204 institutions