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Destiny Tech100 Inc (DXYZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares288,880 from 259,921
Change+28,959 (+11%)
Value$8.9M (+$2.2M)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares163,581 from 223,163
Change-59,582 (-27%)
Value$5.0M (-$702.2K)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares120,920
Change+120,920
Value$3.7M
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares96,800 from 58,000
Change+38,800 (+67%)
Value$3.0M (+$1.5M)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares88,222
Change+88,222
Value$2.7M
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares58,247 from 73,848
Change-15,601 (-21%)
Value$1.8M (-$105.4K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares44,605 from 44,353
Change+252 (+1%)
Value$1.2M (+$193.5K)
Filed 2026-11-02
CenterBook Partners LP
NEW
Shares33,453
Change+33,453
Value$1.0M
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares30,617 from 40,017
Change-9,400 (-23%)
Value$944.5K (-$86.3K)
Filed 2026-10-01
Sowell Financial Services LLC
DECREASED
Shares28,538 from 28,665
Change-127 (0%)
Value$880.4K (+$142.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares27,890 from 33,290
Change-5,400 (-16%)
Value$871.3K (+$44.7K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares22,954 from 25,443
Change-2,489 (-10%)
Value$708.1K (+$52.7K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares22,009 from 25,104
Change-3,095 (-12%)
Value$679.0K (+$32.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,759 from 48,573
Change-26,814 (-55%)
Value$671.0K (-$580.0K)
Filed 2026-11-02
Verity Asset Management, Inc.
INCREASED
Shares16,188 from 15,392
Change+796 (+5%)
Value$499.4K (+$102.9K)
Filed 2026-10-30
Ignite Planners, LLC
DECREASED
Shares13,892 from 15,365
Change-1,473 (-10%)
Value$428.6K (+$32.8K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares13,675 from 13,675
Change0 (0%)
Value$208.2K (-$45.9K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares13,289 from 12,090
Change+1,199 (+10%)
Value$410.0K (+$98.5K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares12,734 from 12,900
Change-166 (-1%)
Value$392.8K (+$60.5K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares8,601 from 23,186
Change-14,585 (-63%)
Value$265.3K (-$331.9K)
Filed 2026-10-23
Able Wealth Management LLC
NEW
Shares8,544
Change+8,544
Value$278.1K
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares7,811
Change+7,811
Value$238.4K
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares7,670 from 13,262
Change-5,592 (-42%)
Value$236.6K (-$105.0K)
Filed 2026-10-16
Brookstone Capital Management
NEW
Shares7,592
Change+7,592
Value$234.2K
Filed 2026-10-22
Belvedere Trading LLC
INCREASED
Shares7,558 from 5,505
Change+2,053 (+37%)
Value$233.2K (+$91.4K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares7,527 from 30,043
Change-22,516 (-75%)
Value$232.2K (-$541.7K)
Filed 2026-10-07
Avestar Capital, LLC
DECREASED
Shares7,350 from 9,850
Change-2,500 (-25%)
Value$226.7K (-$27.0K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares6,626 from 8,248
Change-1,622 (-20%)
Value$204.4K (-$8.1K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares6,592 from 6,592
Change0 (0%)
Value$203.4K (+$33.6K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares3,961 from 3,961
Change0 (0%)
Value$122.2K (+$20.2K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares3,696 from 7,005
Change-3,309 (-47%)
Value$114.0K (-$66.4K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares2,500 from 3,600
Change-1,100 (-31%)
Value$77.1K (-$15.6K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares2,443 from 2,443
Change0 (0%)
Value$62.9K ($0)
Filed 2026-11-06
NBH Bank
NEW
Shares2,289
Change+2,289
Value$70.6K
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares2,200 from 3,200
Change-1,000 (-31%)
Value$67.9K (-$14.6K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares2,036 from 2,400
Change-364 (-15%)
Value$62.8K (+$3.4K)
Filed 2026-10-30
Nfsg Corp
DECREASED
Shares1,622 from 4,622
Change-3,000 (-65%)
Value$50.0K (-$69.0K)
Filed 2026-10-15
Clearstead Trust, LLC
DECREASED
Shares1,384 from 1,727
Change-343 (-20%)
Value$42.7K (-$1.8K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$35.9K (+$5.9K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares1,071 from 1,001
Change+70 (+7%)
Value$33.0K (+$7.3K)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$28.1K (+$4.6K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares825 from 25
Change+800 (+3200%)
Value$25.6K (+$25.0K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares654 from 142
Change+512 (+361%)
Value$20.2K (+$16.5K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$14.5K (+$2.4K)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$13.4K (+$2.2K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$12.3K (+$2.0K)
Filed 2026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$10.8K (+$1.8K)
Filed 2026-11-02
Bokf, NA
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$10.6K (+$1.7K)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$9.0K (+$1.0K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$9.1K (+$1.5K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$8.6K (+$1.4K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares200 from 38
Change+162 (+426%)
Value$6.2K (+$5.2K)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.2K (+$1.0K)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.2K (+$1.0K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.2K (+$1.0K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares186 from 170
Change+16 (+9%)
Value$5.7K (+$1.4K)
Filed 2026-10-15
Nemes Rush Group LLC
NEW
Shares181
Change+181
Value$5.6K
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.6K (+$764)
Filed 2026-11-03
SJS Investment Consulting Inc.
DECREASED
Shares144 from 159
Change-15 (-9%)
Value$4.4K (+$347)
Filed 2026-10-26
Aspect Partners, LLC
NEW
Shares131
Change+131
Value$4.0K
Filed 2026-10-20
Trust Co
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$3.2K (+$529)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares100
Change+100
Value$3.1K
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
NEW
Shares100
Change+100
Value$3.1K
Filed 2026-10-26
GHP Investment Advisors, Inc.
DECREASED
Shares100 from 465
Change-365 (-78%)
Value$3.1K (-$8.9K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (+$509)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (+$509)
Filed 2026-11-02
Avion Wealth
DECREASED
Shares80 from 580
Change-500 (-86%)
Value$2 (-$12)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares50
Change+50
Value$1.5K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares43
Change+43
Value$1.3K
Filed 2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.3K (+$214)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.3K (+$214)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.1K (+$178)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$926 (+$153)
Filed 2026-10-19
Investors Research Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$926 (+$153)
Filed 2026-10-07
Spire Wealth Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$926 (+$153)
Filed 2026-10-30
Assetmark, Inc
NEW
Shares25
Change+25
Value$771
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$772 (+$128)
Filed 2026-10-23
RMG Wealth Management LLC
NEW
Shares15
Change+15
Value$404
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$309 (+$51)
Filed 2026-10-29
Ascentis Wealth Management, LLC
NEW
Shares4
Change+4
Value$123
Filed 2026-11-03
T3 Companies, LLC
CLOSED
Shares0 from 40,621
Change-40,621 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
Wedbush Securities Inc
CLOSED
Shares0 from 13,230
Change-13,230 (-100%)
Value$0 (-$341.0K)
Filed 2026-10-22
Financial Management Professionals, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-15
Markowski Investments
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$644)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$202)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$77)
Filed 2026-10-15
J. Goldman & Co LP
N/A
Shares— from 1,696,549
Change-1,696,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 907,197
Change-907,197 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 644,280
Change-644,280 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 550,249
Change-550,249 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 379,562
Change-379,562 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 323,199
Change-323,199 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 232,756
Change-232,756 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 218,185
Change-218,185 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 143,517
Change-143,517 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 133,808
Change-133,808 (-100%)
Value—
&partners
N/A
Shares— from 101,454
Change-101,454 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 67,104
Change-67,104 (-100%)
Value—
UBS Group AG
N/A
Shares— from 55,374
Change-55,374 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 42,349
Change-42,349 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,671
Change-26,671 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,735
Change-25,735 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 25,550
Change-25,550 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,075
Change-25,075 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 24,217
Change-24,217 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,841
Change-22,841 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,468
Change-21,468 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,840
Change-20,840 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 18,622
Change-18,622 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,724
Change-15,724 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 13,559
Change-13,559 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,469
Change-13,469 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,301
Change-13,301 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,752
Change-10,752 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 980
Change-980 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 686
Change-686 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 506
Change-506 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 380
Change-380 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 330
Change-330 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 326
Change-326 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 300
Change-300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 250
Change-250 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 80
Change-80 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 10
Change-10 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED288,880259,921+28,959+11%$6.7M$8.9M+$2.2M2026-11-06
Kestra Advisory Services, LLC
DECREASED163,581223,163-59,582-27%$5.7M$5.0M-$702.2K2026-11-02
Imc-Chicago, LLC
NEW120,920—+120,920——$3.7M—2026-11-05
AA Financial Advisors, LLC
INCREASED96,80058,000+38,800+67%$1.5M$3.0M+$1.5M2026-10-19
Simplex Trading, LLC
NEW88,222—+88,222——$2.7M—2026-11-04
Commonwealth Equity Services, LLC
DECREASED58,24773,848-15,601-21%$1.9M$1.8M-$105.4K2026-11-02
Sovran Advisors, LLC
INCREASED44,60544,353+252+1%$1.0M$1.2M+$193.5K2026-11-02
CenterBook Partners LP
NEW33,453—+33,453——$1.0M—2026-11-02
Noble Wealth Management PBC
DECREASED30,61740,017-9,400-23%$1.0M$944.5K-$86.3K2026-10-01
Sowell Financial Services LLC
DECREASED28,53828,665-1270%$738.4K$880.4K+$142.0K2026-10-23
International Assets Investment Management, LLC
DECREASED27,89033,290-5,400-16%$826.6K$871.3K+$44.7K2026-11-02
Merit Financial Group, LLC
DECREASED22,95425,443-2,489-10%$655.4K$708.1K+$52.7K2026-11-06
Creative Planning
DECREASED22,00925,104-3,095-12%$646.7K$679.0K+$32.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED21,75948,573-26,814-55%$1.3M$671.0K-$580.0K2026-11-02
Verity Asset Management, Inc.
INCREASED16,18815,392+796+5%$396.5K$499.4K+$102.9K2026-10-30
Ignite Planners, LLC
DECREASED13,89215,365-1,473-10%$395.8K$428.6K+$32.8K2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED13,67513,67500%$254.1K$208.2K-$45.9K2026-11-04
Avior Wealth Management, LLC
INCREASED13,28912,090+1,199+10%$311.4K$410.0K+$98.5K2026-10-13
Creative Financial Designs Inc
DECREASED12,73412,900-166-1%$332.3K$392.8K+$60.5K2026-11-04
Simplicity Wealth,LLC
DECREASED8,60123,186-14,585-63%$597.3K$265.3K-$331.9K2026-10-23
Able Wealth Management LLC
NEW8,544—+8,544——$278.1K—2026-10-13
StoneX Group Inc.
NEW7,811—+7,811——$238.4K—2026-11-03
Concurrent Investment Advisors, LLC
DECREASED7,67013,262-5,592-42%$341.6K$236.6K-$105.0K2026-10-16
Brookstone Capital Management
NEW7,592—+7,592——$234.2K—2026-10-22
Belvedere Trading LLC
INCREASED7,5585,505+2,053+37%$141.8K$233.2K+$91.4K2026-11-05
Venture Visionary Partners LLC
DECREASED7,52730,043-22,516-75%$773.9K$232.2K-$541.7K2026-10-07
Avestar Capital, LLC
DECREASED7,3509,850-2,500-25%$253.7K$226.7K-$27.0K2026-10-28
Oppenheimer & Co Inc
DECREASED6,6268,248-1,622-20%$212.5K$204.4K-$8.1K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED6,5926,59200%$169.8K$203.4K+$33.6K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED3,9613,96100%$102.0K$122.2K+$20.2K2026-10-28
Farther Finance Advisors, LLC
DECREASED3,6967,005-3,309-47%$180.5K$114.0K-$66.4K2026-10-08
IFP Advisors, Inc
DECREASED2,5003,600-1,100-31%$92.7K$77.1K-$15.6K2026-10-16
Allworth Financial LP
UNCHANGED2,4432,44300%$62.9K$62.9K$02026-11-06
NBH Bank
NEW2,289—+2,289——$70.6K—2026-11-05
Westside Investment Management, Inc.
DECREASED2,2003,200-1,000-31%$82.4K$67.9K-$14.6K2026-11-02
Compass Financial Management LLC
DECREASED2,0362,400-364-15%$59.4K$62.8K+$3.4K2026-10-30
Nfsg Corp
DECREASED1,6224,622-3,000-65%$119.1K$50.0K-$69.0K2026-10-15
Clearstead Trust, LLC
DECREASED1,3841,727-343-20%$44.5K$42.7K-$1.8K2026-11-06
Larson Financial Group LLC
UNCHANGED1,1631,16300%$30.0K$35.9K+$5.9K2026-11-05
US Bancorp \de\
INCREASED1,0711,001+70+7%$25.8K$33.0K+$7.3K2026-11-05
Fifth Third Bancorp
UNCHANGED91091000%$23.4K$28.1K+$4.6K2026-11-05
TD Waterhouse Canada Inc.
INCREASED82525+800+3200%$621$25.6K+$25.0K2026-10-16
Armstrong Advisory Group, Inc
INCREASED654142+512+361%$3.7K$20.2K+$16.5K2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED47047000%$12.1K$14.5K+$2.4K2026-10-20
Signaturefd, LLC
UNCHANGED43543500%$11.2K$13.4K+$2.2K2026-10-23
Hickory Point Bank & Trust
UNCHANGED40040000%$10.3K$12.3K+$2.0K2026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED35035000%$9.0K$10.8K+$1.8K2026-11-02
Bokf, NA
UNCHANGED34234200%$8.8K$10.6K+$1.7K2026-10-27
Mosley Wealth Management
UNCHANGED30930900%$8.0K$9.0K+$1.0K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED29529500%$7.6K$9.1K+$1.5K2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED28028000%$7.2K$8.6K+$1.4K2026-10-28
CoreCap Advisors, LLC
INCREASED20038+162+426%$979$6.2K+$5.2K2026-10-08
Triumph Capital Management
UNCHANGED20020000%$5.2K$6.2K+$1.0K2026-10-14
Mather Group, Llc.
UNCHANGED20020000%$5.2K$6.2K+$1.0K2026-10-14
Pacific Center for Financial Services
UNCHANGED20020000%$5.2K$6.2K+$1.0K2026-10-15
Blue Trust, Inc.
INCREASED186170+16+9%$4.4K$5.7K+$1.4K2026-10-15
Nemes Rush Group LLC
NEW181—+181——$5.6K—2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED15015000%$3.9K$4.6K+$7642026-11-03
SJS Investment Consulting Inc.
DECREASED144159-15-9%$4.1K$4.4K+$3472026-10-26
Aspect Partners, LLC
NEW131—+131——$4.0K—2026-10-20
Trust Co
UNCHANGED10410400%$2.7K$3.2K+$5292026-10-09
Rothwell Investment Advisors, LLC
NEW100—+100——$3.1K—2026-11-06
Glass Jacobson Investment Advisors llc
NEW100—+100——$3.1K—2026-10-26
GHP Investment Advisors, Inc.
DECREASED100465-365-78%$12.0K$3.1K-$8.9K2026-10-15
Toth Financial Advisory Corp
UNCHANGED10010000%$2.6K$3.1K+$5092026-10-08
Lloyd Advisory Services, Llc.
UNCHANGED10010000%$2.6K$3.1K+$5092026-11-02
Avion Wealth
DECREASED80580-500-86%$14$2-$122026-11-04
Jacobi Capital Management LLC
NEW50—+50——$1.5K—2026-11-05
Rossby Financial, LCC
NEW43—+43——$1.3K—2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED424200%$1.1K$1.3K+$2142026-10-26
Private Wealth Management Group, LLC
UNCHANGED424200%$1.1K$1.3K+$2142026-10-19
Atlantic Edge Private Wealth Management, LLC
UNCHANGED353500%$902$1.1K+$1782026-10-20
Highline Wealth Partners LLC
UNCHANGED303000%$773$926+$1532026-10-19
Investors Research Corp
UNCHANGED303000%$773$926+$1532026-10-07
Spire Wealth Management
UNCHANGED303000%$773$926+$1532026-10-30
Assetmark, Inc
NEW25—+25——$771—2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED252500%$644$772+$1282026-10-23
RMG Wealth Management LLC
NEW15—+15——$404—2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED101000%$258$309+$512026-10-29
Ascentis Wealth Management, LLC
NEW4—+4——$123—2026-11-03
T3 Companies, LLC
CLOSED040,621-40,621-100%$1.0M$0-$1.0M2026-10-22
Wedbush Securities Inc
CLOSED013,230-13,230-100%$341.0K$0-$341.0K2026-10-22
Financial Management Professionals, Inc.
CLOSED0800-800-100%$20.6K$0-$20.6K2026-10-23
MCF Advisors LLC
CLOSED0515-515-100%$13.3K$0-$13.3K2026-10-28
Cedar Mountain Advisors, LLC
CLOSED0175-175-100%$4.5K$0-$4.5K2026-10-15
Markowski Investments
CLOSED0135-135-100%$3.5K$0-$3.5K2026-10-30
EverSource Wealth Advisors, LLC
CLOSED050-50-100%$1.3K$0-$1.3K2026-11-04
Hilton Head Capital Partners, LLC
CLOSED025-25-100%$644$0-$6442026-10-23
Cornerstone Planning Group LLC
CLOSED08-8-100%$202$0-$2022026-10-16
AdvisorNet Financial, Inc
CLOSED03-3-100%$77$0-$772026-10-15
J. Goldman & Co LP
N/A—1,696,549-1,696,549-100%$43.7M———
Morgan Stanley
N/A—907,197-907,197-100%$23.4M———
Saba Capital Management, L.P.A
N/A—644,280-644,280-100%$16.6M———
SG Americas Securities, LLC
N/A—550,249-550,249-100%$14.2M———
Susquehanna International Group, LLP
N/A—379,562-379,562-100%$9.8M———
Anson Funds Management LPA
N/A—323,199-323,199-100%$8.3M———
Jump Financial, LLC
N/A—232,756-232,756-100%$6.0M———
Citadel Advisors LLC
N/A—218,185-218,185-100%$5.6M———
Osaic Holdings, Inc.
N/A—143,517-143,517-100%$3.7M———
Cetera Investment Advisers
N/A—133,808-133,808-100%$3.4M———
&partners
N/A—101,454-101,454-100%$2.6M———
FirstWave Capital Management LLC
N/A—67,104-67,104-100%$1.7M———
UBS Group AG
N/A—55,374-55,374-100%$1.4M———
Summit Financial, LLC
N/A—42,349-42,349-100%$1.1M———
Invesco Ltd.
N/A—26,671-26,671-100%$687.0K———
Raymond James Financial Inc
N/A—25,735-25,735-100%$662.9K———
PFG Investments, LLC
N/A—25,550-25,550-100%$658.2K———
Stratos Wealth Partners, Ltd.
N/A—25,075-25,075-100%$645.9K———
Virtu Financial LLC
N/A—24,217-24,217-100%$624.0K———
Millennium Management LLC
N/A—23,046-23,046-100%$593.7K———
Private Advisor Group, LLC
N/A—22,841-22,841-100%$588.4K———
Kovack Advisors, Inc.
N/A—21,468-21,468-100%$533.1K———
Stifel Financial Corp
N/A—20,840-20,840-100%$536.8K———
Intrepid Financial Planning Group LLC
N/A—19,742-19,742-100%$508.6K———
Marex Group Ltd
N/A—18,622-18,622-100%$479.7K———
Cary Street Partners Financial LLC
N/A—15,724-15,724-100%$405.1K———
Genesis Financial Group, LLC
N/A—15,000-15,000-100%$386.4K———
FSA Advisors, Inc.
N/A—13,559-13,559-100%$349.3K———
Captrust Financial Advisors
N/A—13,469-13,469-100%$347.0K———
HRT Financial LP
N/A—13,301-13,301-100%$342.0K———
Baird Financial Group, Inc.
N/A—13,257-13,257-100%$341.5K———
HighTower Advisors, LLC
N/A—12,494-12,494-100%$321.8K———
Tidal Investments LLC
N/A—12,475-12,475-100%$321.4K———
Cresset Asset Management, LLC
N/A—11,756-11,756-100%$302.8K———
Beacon Pointe Advisors, LLC
N/A—11,074-11,074-100%$285.3K———
CIBC World Market Inc.
N/A—10,752-10,752-100%$277.0K———
Foundations Investment Advisors, LLC
N/A—9,849-9,849-100%$253.7K———
Focus Partners Wealth
N/A—8,104-8,104-100%$208.8K———
Silver OAK Securities, Incorporated
N/A—7,797-7,797-100%$200.9K———
NewEdge Advisors, LLC
N/A—6,807-6,807-100%$175.3K———
Thomas J. Herzfeld Advisors, Inc.
N/A—6,588-6,588-100%$169.7K———
Global Retirement Partners, LLC
N/A—4,850-4,850-100%$124.9K———
Bank of Montreal
N/A—4,238-4,238-100%$109.2K———
Royal Bank of Canada
N/A—3,802-3,802-100%$97.0K———
Group One Trading LLC
N/A—3,108-3,108-100%$80.1K———
Nova Wealth Management, Inc.
N/A—2,793-2,793-100%$71.9K———
Bartlett & Co. Wealth Management LLC
N/A—2,400-2,400-100%$61.8K———
BFC Planning, Inc.
N/A—2,185-2,185-100%$56.3K———
JPMorgan Chase & Co
N/A—1,875-1,875-100%$49.1K———
Arax Advisory Partners
N/A—1,811-1,811-100%$46.6K———
HM Payson & Co
N/A—1,715-1,715-100%$44.2K———
Mpwm Advisory Solutions, LLC
N/A—1,230-1,230-100%$31.7K———
Geneos Wealth Management Inc.
N/A—980-980-100%$25.2K———
SOA Wealth Advisors, Llc.
N/A—700-700-100%$18.0K———
Millstone Evans Group, LLC
N/A—689-689-100%$17.7K———
National Bank of Canada
N/A—686-686-100%$17.6K———
Burnham & Co LLC
N/A—640-640-100%$16.5K———
Atlantic Union Bankshares Corp
N/A—506-506-100%$13.0K———
LRI Investments, LLC
N/A—500-500-100%$12.9K———
Steward Partners Investment Advisory, LLC
N/A—427-427-100%$11.0K———
Anchor Investment Management, LLC
N/A—405-405-100%$10.4K———
PIN OAK Investment Advisors Inc
N/A—380-380-100%$10———
Highland Investment Advisors LLC
N/A—350-350-100%$9.0K———
TD Capital Management LLC
N/A—346-346-100%$8.9K———
Federation des caisses Desjardins du Quebec
N/A—330-330-100%$8.5K———
SHP Wealth Management
N/A—326-326-100%$8.4K———
Wells Fargo & Company
N/A—300-300-100%$7.7K———
Harbour Investments, Inc.
N/A—279-279-100%$7.2K———
Ankerstar Wealth, LLC
N/A—278-278-100%$7.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—250-250-100%$6.4K———
Optiver Holding B.V.
N/A—191-191-100%$4.9K———
Continuum Advisory, LLC
N/A—179-179-100%$4.6K———
Mcguire Capital Advisors Inc
N/A—104-104-100%$2.7K———
HHM Wealth Advisors, LLC
N/A—100-100-100%$2.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—100-100-100%$2.6K———
Steigerwald, Gordon & Koch Inc.
N/A—100-100-100%$2.6K———
Strategic Wealth Partners, Ltd.
N/A—80-80-100%$2.1K———
HighMark Wealth Management LLC
N/A—80-80-100%$2.1K———
Darwin Wealth Management, LLC
N/A—34-34-100%$875———
IFG Advisory, LLC
N/A—19-19-100%$489———
Kerr Financial Planning Corp
N/A—10-10-100%$258———
Fiduciary Financial Advisors
N/A—00—$0———
Showing 172 of 172 institutions