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Xtrckr S&P 500 Scor&scrn ETF (SNPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares629,770 from 1,003,270
Change-373,500 (-37%)
Value$44.0M (-$25.0M)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares379,333 from 527,010
Change-147,677 (-28%)
Value$26.5M (-$9.8M)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares258,583 from 247,359
Change+11,224 (+5%)
Value$18.1M (+$1.0M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares183,979 from 229,512
Change-45,533 (-20%)
Value$12.9M (-$2.9M)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares101,792 from 106,467
Change-4,675 (-4%)
Value$7.1M (-$213.0K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares56,918 from 58,759
Change-1,841 (-3%)
Value$4.0M (-$65.9K)
Filed 2026-11-05
Basso Capital Management, L.P.
DECREASED
Shares53,568 from 54,115
Change-547 (-1%)
Value$3.7M (+$19.6K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares50,998 from 14,295
Change+36,703 (+257%)
Value$3.6M (+$2.6M)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares49,544 from 51,937
Change-2,393 (-5%)
Value$3.5M (-$111.8K)
Filed 2026-10-16
Insight Wealth Partners, LLC
DECREASED
Shares48,122 from 54,015
Change-5,893 (-11%)
Value$3.4M (-$354.3K)
Filed 2026-10-26
Sheets Smith Wealth Management
DECREASED
Shares43,810 from 45,112
Change-1,302 (-3%)
Value$3.1M (-$42.8K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares42,792 from 40,973
Change+1,819 (+4%)
Value$3.0M (+$171.0K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares36,337 from 34,540
Change+1,797 (+5%)
Value$2.5M (+$123.7K)
Filed 2026-11-06
Zenith Solutions, Inc.
DECREASED
Shares36,303 from 37,311
Change-1,008 (-3%)
Value$2.5M (-$30.6K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares31,705 from 31,766
Change-61 (0%)
Value$2.2M (+$29.7K)
Filed 2026-10-13
FSA Wealth Partners, Inc.
DECREASED
Shares29,181 from 29,830
Change-649 (-2%)
Value$2.0M (-$13.5K)
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares28,189 from 28,236
Change-47 (0%)
Value$2.0M (+$26.9K)
Filed 2026-10-21
Heirloom Wealth Management
DECREASED
Shares17,118 from 17,172
Change-54 (0%)
Value$1.2M (+$14.6K)
Filed 2026-10-14
Balance Wealth Partners LLC
DECREASED
Shares15,543 from 15,910
Change-367 (-2%)
Value$1.1M (-$8.6K)
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED
Shares15,244 from 15,251
Change-7 (0%)
Value$1.1M (+$16.0K)
Filed 2026-10-29
Weinberger Asset Management, Inc
INCREASED
Shares13,126 from 12,875
Change+251 (+2%)
Value$917.9K (+$34.7K)
Filed 2026-10-28
Citigroup Inc
NEW
Shares12,418
Change+12,418
Value$868.4K
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,967 from 11,967
Change0 (0%)
Value$847.3K (+$23.8K)
Filed 2026-10-13
Ethic Inc.
UNCHANGED
Shares11,649 from 11,649
Change0 (0%)
Value$814.6K (+$12.5K)
Filed 2026-11-03
Goldstein Advisors, LLC
UNCHANGED
Shares11,420 from 11,420
Change0 (0%)
Value$798.6K (+$12.2K)
Filed 2026-10-15
Clearstead Advisors, LLC
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$706.3K (+$10.8K)
Filed 2026-11-06
HBK Sorce Advisory LLC
INCREASED
Shares10,020 from 8,000
Change+2,020 (+25%)
Value$666.9K (+$99.5K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
INCREASED
Shares9,890 from 9,866
Change+24 (+0%)
Value$704.7K (+$25.3K)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares9,863 from 9,863
Change0 (0%)
Value$689.7K (+$10.6K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
INCREASED
Shares7,342 from 7,326
Change+16 (+0%)
Value$513.4K (+$9.0K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares5,894 from 5,852
Change+42 (+1%)
Value$412.2K (+$9.2K)
Filed 2026-10-28
LJI Wealth Management, LLC
INCREASED
Shares4,892 from 4,810
Change+82 (+2%)
Value$342.1K (+$10.9K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares4,698 from 6,503
Change-1,805 (-28%)
Value$328.5K (-$119.3K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,437 from 4,437
Change0 (0%)
Value$310.3K (+$4.7K)
Filed 2026-11-06
West Bancorporation Inc
UNCHANGED
Shares4,035 from 4,035
Change0 (0%)
Value$282.2K (+$4.3K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares4,023 from 3,445
Change+578 (+17%)
Value$282.0K (+$45.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,908 from 4,396
Change-488 (-11%)
Value$273.0K (-$30.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares3,831 from 3,661
Change+170 (+5%)
Value$267.9K (+$15.8K)
Filed 2026-10-13
Citizens Financial Group Inc
UNCHANGED
Shares3,635 from 3,635
Change0 (0%)
Value$254.2K (+$3.9K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,419 from 3,466
Change-47 (-1%)
Value$239.1K (+$380)
Filed 2026-10-16
Crestwood Advisors Group, LLC
NEW
Shares3,400
Change+3,400
Value$237.8K
Filed 2026-10-27
Old Peak Finance LLC
INCREASED
Shares3,200 from 3,192
Change+8 (+0%)
Value$223.8K (+$4.0K)
Filed 2026-11-02
Financial Partners Group, Inc
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$213.7K (+$3.3K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
NEW
Shares2,877
Change+2,877
Value$201.2K
Filed 2026-11-02
Able Wealth Management LLC
NEW
Shares2,859
Change+2,859
Value$203.4K
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares2,288 from 2,207
Change+81 (+4%)
Value$160.0K (+$8.0K)
Filed 2026-10-07
Deutsche Bank Ag\
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$104.9K (+$1.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$98.5K (+$1.5K)
Filed 2026-10-08
First Pacific Financial
INCREASED
Shares1,154 from 1,151
Change+3 (+0%)
Value$80.7K (+$1.4K)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$62.7K (+$958)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares430 from 1,955
Change-1,525 (-78%)
Value$30.2K (-$103.6K)
Filed 2026-10-16
Prudent Man Investment Management, Inc.
DECREASED
Shares428 from 1,068
Change-640 (-60%)
Value$29.9K (-$36.7K)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$28.2K (+$431)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$26.3K (+$403)
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$24.5K (+$375)
Filed 2026-10-01
Assetmark, Inc
DECREASED
Shares315 from 337
Change-22 (-7%)
Value$22.0K (-$1.2K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$19.2K (+$294)
Filed 2026-10-13
IAG Wealth Partners, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$17.6K (+$269)
Filed 2026-11-06
Investors Research Corp
INCREASED
Shares224 from 80
Change+144 (+180%)
Value$15.7K (+$10.2K)
Filed 2026-10-07
Lanark Financial, Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$9.7K (+$148)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.1K (+$48)
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.3K (+$20)
Filed 2026-10-27
Russell Investments Group, Ltd.
NEW
Shares4
Change+4
Value$280
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,466
Change-3,466 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,425
Change-1,425 (-100%)
Value$0 (-$98.1K)
Filed 2026-10-15
SUN Life Financial Inc
N/A
Shares— from 4,783,652
Change-4,783,652 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,911,993
Change-3,911,993 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,923,585
Change-2,923,585 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 979,672
Change-979,672 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 792,172
Change-792,172 (-100%)
Value—
UBS Group AG
N/A
Shares— from 504,618
Change-504,618 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 487,671
Change-487,671 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 300,137
Change-300,137 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 194,826
Change-194,826 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 184,232
Change-184,232 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 153,671
Change-153,671 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 134,315
Change-134,315 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 129,966
Change-129,966 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 114,534
Change-114,534 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 94,441
Change-94,441 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,502
Change-60,502 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 60,320
Change-60,320 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 50,281
Change-50,281 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 40,650
Change-40,650 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 40,499
Change-40,499 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 33,636
Change-33,636 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,649
Change-25,649 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 25,633
Change-25,633 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,935
Change-23,935 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 23,183
Change-23,183 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,906
Change-22,906 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 22,078
Change-22,078 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,503
Change-20,503 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,193
Change-17,193 (-100%)
Value—
Prudential PLC
N/A
Shares— from 16,389
Change-16,389 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,272
Change-13,272 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Nepc LLC
N/A
Shares— from 9,245
Change-9,245 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 870
Change-870 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 118
Change-118 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Mirae Asset Global Investments Co., Ltd.
DECREASED629,7701,003,270-373,500-37%$69.1M$44.0M-$25.0M2026-11-03
LPL Financial LLC
DECREASED379,333527,010-147,677-28%$36.3M$26.5M-$9.8M2026-11-06
Fifth Third Bancorp
INCREASED258,583247,359+11,224+5%$17.0M$18.1M+$1.0M2026-11-05
Principal Financial Group Inc
DECREASED183,979229,512-45,533-20%$15.8M$12.9M-$2.9M2026-11-02
Choreo, LLC
DECREASED101,792106,467-4,675-4%$7.3M$7.1M-$213.0K2026-10-28
Bank of New York Mellon Corp
DECREASED56,91858,759-1,841-3%$4.0M$4.0M-$65.9K2026-11-05
Basso Capital Management, L.P.
DECREASED53,56854,115-547-1%$3.7M$3.7M+$19.6K2026-10-30
Kestra Advisory Services, LLC
INCREASED50,99814,295+36,703+257%$984.4K$3.6M+$2.6M2026-11-02
GenWealth Group, Inc.
DECREASED49,54451,937-2,393-5%$3.6M$3.5M-$111.8K2026-10-16
Insight Wealth Partners, LLC
DECREASED48,12254,015-5,893-11%$3.7M$3.4M-$354.3K2026-10-26
Sheets Smith Wealth Management
DECREASED43,81045,112-1,302-3%$3.1M$3.1M-$42.8K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED42,79240,973+1,819+4%$2.8M$3.0M+$171.0K2026-10-13
Allworth Financial LP
INCREASED36,33734,540+1,797+5%$2.4M$2.5M+$123.7K2026-11-06
Zenith Solutions, Inc.
DECREASED36,30337,311-1,008-3%$2.6M$2.5M-$30.6K2026-10-19
Avior Wealth Management, LLC
DECREASED31,70531,766-610%$2.2M$2.2M+$29.7K2026-10-13
FSA Wealth Partners, Inc.
DECREASED29,18129,830-649-2%$2.1M$2.0M-$13.5K2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
DECREASED28,18928,236-470%$1.9M$2.0M+$26.9K2026-10-21
Heirloom Wealth Management
DECREASED17,11817,172-540%$1.2M$1.2M+$14.6K2026-10-14
Balance Wealth Partners LLC
DECREASED15,54315,910-367-2%$1.1M$1.1M-$8.6K2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED15,24415,251-70%$1.1M$1.1M+$16.0K2026-10-29
Weinberger Asset Management, Inc
INCREASED13,12612,875+251+2%$883.2K$917.9K+$34.7K2026-10-28
Citigroup Inc
NEW12,418—+12,418——$868.4K—2026-11-04
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,96711,96700%$823.4K$847.3K+$23.8K2026-10-13
Ethic Inc.
UNCHANGED11,64911,64900%$802.2K$814.6K+$12.5K2026-11-03
Goldstein Advisors, LLC
UNCHANGED11,42011,42000%$786.4K$798.6K+$12.2K2026-10-15
Clearstead Advisors, LLC
UNCHANGED10,10010,10000%$695.5K$706.3K+$10.8K2026-11-06
HBK Sorce Advisory LLC
INCREASED10,0208,000+2,020+25%$567.4K$666.9K+$99.5K2026-11-06
Fragasso Financial Advisors Inc
INCREASED9,8909,866+24+0%$679.4K$704.7K+$25.3K2026-10-13
Private Trust Co NA
UNCHANGED9,8639,86300%$679.1K$689.7K+$10.6K2026-10-20
Grey Ledge Advisors, LLC
INCREASED7,3427,326+16+0%$504.5K$513.4K+$9.0K2026-11-02
Corundum Group, Inc.
INCREASED5,8945,852+42+1%$403.0K$412.2K+$9.2K2026-10-28
LJI Wealth Management, LLC
INCREASED4,8924,810+82+2%$331.2K$342.1K+$10.9K2026-10-28
Creative Planning
DECREASED4,6986,503-1,805-28%$447.8K$328.5K-$119.3K2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED4,4374,43700%$305.5K$310.3K+$4.7K2026-11-06
West Bancorporation Inc
UNCHANGED4,0354,03500%$277.9K$282.2K+$4.3K2026-10-29
Thrivent Financial for Lutherans
INCREASED4,0233,445+578+17%$237.0K$282.0K+$45.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED3,9084,396-488-11%$303.0K$273.0K-$30.0K2026-11-02
Independent Financial Group, LLC
INCREASED3,8313,661+170+5%$252.1K$267.9K+$15.8K2026-10-13
Citizens Financial Group Inc
UNCHANGED3,6353,63500%$250.3K$254.2K+$3.9K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED3,4193,466-47-1%$238.7K$239.1K+$3802026-10-16
Crestwood Advisors Group, LLC
NEW3,400—+3,400——$237.8K—2026-10-27
Old Peak Finance LLC
INCREASED3,2003,192+8+0%$219.8K$223.8K+$4.0K2026-11-02
Financial Partners Group, Inc
UNCHANGED3,0553,05500%$210.4K$213.7K+$3.3K2026-10-19
Commonwealth Equity Services, LLC
NEW2,877—+2,877——$201.2K—2026-11-02
Able Wealth Management LLC
NEW2,859—+2,859——$203.4K—2026-10-13
MJT & Associates Financial Advisory Group, Inc.
INCREASED2,2882,207+81+4%$152.0K$160.0K+$8.0K2026-10-07
Deutsche Bank Ag\
UNCHANGED1,5001,50000%$103.3K$104.9K+$1.6K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED1,4081,40800%$97.0K$98.5K+$1.5K2026-10-08
First Pacific Financial
INCREASED1,1541,151+3+0%$79.3K$80.7K+$1.4K2026-10-14
Carolina Wealth Advisors, LLC
UNCHANGED89689600%$61.7K$62.7K+$9582026-10-23
TD Waterhouse Canada Inc.
DECREASED4301,955-1,525-78%$133.8K$30.2K-$103.6K2026-10-16
Prudent Man Investment Management, Inc.
DECREASED4281,068-640-60%$66.7K$29.9K-$36.7K2026-11-03
Rossby Financial, LCC
UNCHANGED40340300%$27.8K$28.2K+$4312026-11-05
Triumph Capital Management
UNCHANGED37637600%$25.9K$26.3K+$4032026-10-14
Noble Wealth Management PBC
UNCHANGED35035000%$24.1K$24.5K+$3752026-10-01
Assetmark, Inc
DECREASED315337-22-7%$23.2K$22.0K-$1.2K2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED27527500%$18.9K$19.2K+$2942026-10-13
IAG Wealth Partners, LLC
UNCHANGED25225200%$17.4K$17.6K+$2692026-11-06
Investors Research Corp
INCREASED22480+144+180%$5.5K$15.7K+$10.2K2026-10-07
Lanark Financial, Inc.
UNCHANGED13813800%$9.5K$9.7K+$1482026-10-26
Abound Wealth Management
UNCHANGED454500%$3.1K$3.1K+$482026-10-26
WPG Advisers, LLC
UNCHANGED181800%$1.2K$1.3K+$202026-10-27
Russell Investments Group, Ltd.
NEW4—+4——$280—2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED03,466-3,466-100%$238.7K$0-$238.7K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,425-1,425-100%$98.1K$0-$98.1K2026-10-15
SUN Life Financial Inc
N/A—4,783,652-4,783,652-100%$329.4M———
Morgan Stanley
N/A—3,911,993-3,911,993-100%$269.4M———
JPMorgan Chase & Co
N/A—2,923,585-2,923,585-100%$200.2M———
Royal Bank of Canada
N/A—979,672-979,672-100%$67.5M———
WCG Wealth Advisors LLC
N/A—792,172-792,172-100%$54.5M———
UBS Group AG
N/A—504,618-504,618-100%$34.7M———
Ameriprise Financial Inc
N/A—487,671-487,671-100%$33.6M———
Raymond James Financial Inc
N/A—300,137-300,137-100%$20.7M———
Goldman Sachs Group Inc
N/A—194,826-194,826-100%$13.4M———
Bank of America Corp
N/A—184,232-184,232-100%$12.7M———
Alaska Wealth Advisors, LLC
N/A—153,671-153,671-100%$10.6M———
Schroder Investment Management Group
N/A—134,315-134,315-100%$9.2M———
Wells Fargo & Company
N/A—129,966-129,966-100%$8.9M———
Northwestern Mutual Wealth Management Co
N/A—114,534-114,534-100%$7.9M———
MAI Capital Management
N/A—94,441-94,441-100%$6.5M———
Osaic Holdings, Inc.
N/A—60,502-60,502-100%$4.2M———
Envestnet Asset Management Inc
N/A—60,320-60,320-100%$4.2M———
Retirement Capital Strategies
N/A—50,281-50,281-100%$3.5M———
Warner Group LLC
N/A—40,650-40,650-100%$2.8M———
Stratos Wealth Partners, Ltd.
N/A—40,499-40,499-100%$2.8M———
Investment Counsel Co of Nevada
N/A—33,636-33,636-100%$2.3M———
Cetera Investment Advisers
N/A—25,649-25,649-100%$1.8M———
Pine Valley Investments Ltd Liability Co
N/A—25,633-25,633-100%$1.8M———
Savvy Advisors, Inc.
N/A—23,935-23,935-100%$1.6M———
NorthRock Partners, LLC
N/A—23,183-23,183-100%$1.6M———
Citadel Advisors LLC
N/A—22,906-22,906-100%$1.6M———
One Capital Management, LLC
N/A—22,078-22,078-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—20,503-20,503-100%$1.4M———
Sonoma Allocations LLC
N/A—17,761-17,761-100%$1.2M———
UBS Asset Management Americas LLC
N/A—17,193-17,193-100%$1.2M———
Prudential PLC
N/A—16,389-16,389-100%$1.1M———
Mason & Associates Inc
N/A—14,927-14,927-100%$1.0M———
Orion Porfolio Solutions, LLC
N/A—13,272-13,272-100%$913.9K———
Flow Traders U.S. LLC
N/A—11,846-11,846-100%$816.0K———
Susquehanna International Group, LLP
N/A—10,473-10,473-100%$721.2K———
FMR LLC
N/A—9,876-9,876-100%$680.1K———
Tower Research Capital LLC (TRC)
N/A—9,473-9,473-100%$652.3K———
Palladiem, LLC
N/A—9,326-9,326-100%$642.2K———
Nepc LLC
N/A—9,245-9,245-100%$636.6K———
Per Stirling Capital Management, Llc.
N/A—8,681-8,681-100%$597.8K———
Potomac Fund Management Inc
N/A—7,187-7,187-100%$494.9K———
Veridan Wealth LLC
N/A—7,029-7,029-100%$484.0K———
Baird Financial Group, Inc.
N/A—6,173-6,173-100%$425.1K———
Steward Partners Investment Advisory, LLC
N/A—5,487-5,487-100%$377.8K———
Rockefeller Capital Management L.P.
N/A—4,813-4,813-100%$331.5K———
Range Advisory, LLC
N/A—4,697-4,697-100%$323.4K———
Abound Financial, LLC
N/A—4,498-4,498-100%$309.7K———
Potentia Wealth
N/A—4,321-4,321-100%$297.5K———
Captrust Financial Advisors
N/A—3,868-3,868-100%$266.3K———
D. E. Shaw & Co., Inc.
N/A—3,823-3,823-100%$263.3K———
Ellevest, Inc.
N/A—3,649-3,649-100%$251.3K———
Jupiter Wealth Management LLC
N/A—3,324-3,324-100%$228.9K———
Argent Trust Co
N/A—3,269-3,269-100%$225.1K———
PFG Investments, LLC
N/A—3,222-3,222-100%$221.9K———
Financial Gravity Companies, Inc.
N/A—2,976-2,976-100%$204.9K———
Private Advisor Group, LLC
N/A—2,967-2,967-100%$204.3K———
Harbour Investments, Inc.
N/A—2,717-2,717-100%$187.1K———
Urban Financial Advisory Corp
N/A—1,713-1,713-100%$117.9K———
AE Wealth Management LLC
N/A—1,556-1,556-100%$107.2K———
Arax Advisory Partners
N/A—870-870-100%$59.9K———
CVA Family Office, LLC
N/A—662-662-100%$45.6K———
Vanguard Advisers Inc
N/A—510-510-100%$35.1K———
O'shaughnessy Asset Management, LLC
N/A—387-387-100%$26.6K———
Smartleaf Asset Management LLC
N/A—170-170-100%$11.6K———
Millstone Evans Group, LLC
N/A—131-131-100%$9.0K———
Qube Research & Technologies Ltd
N/A—118-118-100%$8.1K———
Aptus Capital Advisors, LLC
N/A—50-50-100%$3.4K———
Showing 132 of 132 institutions