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Direxion Daily Semi Bull 3X (SOXL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SBI Securities Co., Ltd.
DECREASED
Shares348,714 from 388,138
Change-39,424 (-10%)
Value$51.6M (-$52.0M)
Filed 2026-10-22
Traynor Capital Management, Inc.
DECREASED
Shares276,693 from 278,659
Change-1,966 (-1%)
Value$40.9M (-$33.4M)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares198,348 from 138,147
Change+60,201 (+44%)
Value$29.3M (-$7.5M)
Filed 2026-11-04
Westwood Wealth Management
INCREASED
Shares178,465 from 175,015
Change+3,450 (+2%)
Value$26.4M (-$20.3M)
Filed 2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares109,740 from 109,740
Change0 (0%)
Value$16.2M (-$13.0M)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares76,496 from 82,529
Change-6,033 (-7%)
Value$11.3M (-$10.7M)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares47,801 from 45,747
Change+2,054 (+4%)
Value$7.1M (-$5.1M)
Filed 2026-11-05
M Holdings Securities, Inc.
INCREASED
Shares47,601 from 45,553
Change+2,048 (+5%)
Value$5.4K (-$5.3K)
Filed 2026-11-03
HUB Investment Partners, LLC
NEW
Shares36,805
Change+36,805
Value$5.4M
Filed 2026-11-03
Elevatus Welath Management
DECREASED
Shares35,506 from 55,095
Change-19,589 (-36%)
Value$5.2M (-$9.4M)
Filed 2026-10-19
Client First Investment Management LLC
INCREASED
Shares32,643 from 15,022
Change+17,621 (+117%)
Value$4.8M (+$820.0K)
Filed 2026-10-09
Belvedere Trading LLC
INCREASED
Shares30,093 from 26,828
Change+3,265 (+12%)
Value$4.4M (-$2.7M)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares23,270 from 27,858
Change-4,588 (-16%)
Value$3.4M (-$4.0M)
Filed 2026-10-16
Variant Private Wealth, LLC
NEW
Shares18,297
Change+18,297
Value$2.7M
Filed 2026-10-21
October Effect Ltd
INCREASED
Shares18,190 from 11,576
Change+6,614 (+57%)
Value$2.7M (-$397.9K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares18,012 from 26,077
Change-8,065 (-31%)
Value$2.7M (-$4.3M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares16,613 from 3,720
Change+12,893 (+347%)
Value$2.5M (+$1.5M)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares13,310 from 85,974
Change-72,664 (-85%)
Value$1.6M (-$16.9M)
Filed 2026-11-03
J. Safra Sarasin Holding AG
INCREASED
Shares12,216 from 5,066
Change+7,150 (+141%)
Value$1.8M (+$454.7K)
Filed 2026-10-26
Alchemi Wealth, LLC
INCREASED
Shares11,744 from 11,231
Change+513 (+5%)
Value$1.7M (-$1.3M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
NEW
Shares11,555
Change+11,555
Value$1.7M
Filed 2026-11-06
Barclays PLC
INCREASED
Shares11,136 from 778
Change+10,358 (+1331%)
Value$1.6M (+$1.4M)
Filed 2026-11-06
Private Client Services, LLC
INCREASED
Shares10,324 from 7,931
Change+2,393 (+30%)
Value$1.5M (-$588.8K)
Filed 2026-10-02
Blvd Private Wealth, LLC
UNCHANGED
Shares9,856 from 9,856
Change0 (0%)
Value$1.5M (-$1.2M)
Filed 2026-10-14
Burney Co/
DECREASED
Shares9,712 from 9,787
Change-75 (-1%)
Value$1.4M (-$1.2M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,245 from 8,344
Change+901 (+11%)
Value$1.4M (-$858.4K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares9,078 from 6,893
Change+2,185 (+32%)
Value$1.3M (-$496.1K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
DECREASED
Shares8,939 from 16,353
Change-7,414 (-45%)
Value$1.3M (-$3.0M)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares8,087 from 17,666
Change-9,579 (-54%)
Value$1.2M (-$3.5M)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares7,164 from 7,722
Change-558 (-7%)
Value$1.1M (-$1.0M)
Filed 2026-11-05
AlphaCore Capital LLC
NEW
Shares7,071
Change+7,071
Value$1.0M
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares6,870 from 5,920
Change+950 (+16%)
Value$1.0M (-$563.1K)
Filed 2026-11-03
Strategic Blueprint, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$990.7K (-$796.3K)
Filed 2026-10-22
Kaizen Financial Strategies
DECREASED
Shares6,429 from 7,590
Change-1,161 (-15%)
Value$950.6K (-$700.6K)
Filed 2026-10-09
United Advisor Group, LLC
INCREASED
Shares6,230 from 1,930
Change+4,300 (+223%)
Value$921.2K (+$406.4K)
Filed 2026-11-03
Hoey Investments, Inc
NEW
Shares6,145
Change+6,145
Value$908.6K
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares6,026 from 4,635
Change+1,391 (+30%)
Value$891.1K (-$345.2K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares5,782 from 3,008
Change+2,774 (+92%)
Value$854.9K (+$53.4K)
Filed 2026-10-08
True Private Wealth Advisors
DECREASED
Shares5,014 from 5,529
Change-515 (-9%)
Value$741.4K (-$733.1K)
Filed 2026-10-19
Allegheny Financial Group
DECREASED
Shares4,824 from 4,914
Change-90 (-2%)
Value$713.4K (-$597.3K)
Filed 2026-11-05
Clay Northam Wealth Management, LLC
INCREASED
Shares4,715 from 4,415
Change+300 (+7%)
Value$697.2K (-$480.4K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
NEW
Shares4,400
Change+4,400
Value$650.6K
Filed 2026-10-15
Lido Advisors, LLC
DECREASED
Shares3,850 from 11,471
Change-7,621 (-66%)
Value$569.3K (-$2.5M)
Filed 2026-11-04
StoneCrest Wealth Management, Inc.
DECREASED
Shares3,843 from 4,157
Change-314 (-8%)
Value$568.2K (-$540.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,661 from 3,514
Change+147 (+4%)
Value$521.7K (-$153.9K)
Filed 2026-10-13
Trilogy Capital Inc.
NEW
Shares3,636
Change+3,636
Value$537.6K
Filed 2026-10-20
Discipline Wealth Solutions, LLC
DECREASED
Shares3,615 from 10,107
Change-6,492 (-64%)
Value$534.5K (-$2.2M)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares3,269 from 3,269
Change0 (0%)
Value$871.9K ($0)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares2,981
Change+2,981
Value$440.8K
Filed 2026-10-16
Granite Group Advisors, LLC
INCREASED
Shares2,910 from 2,909
Change+1 (+0%)
Value$430.3K (-$345.6K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares2,886 from 5,184
Change-2,298 (-44%)
Value$426.7K (-$956.1K)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares2,696 from 2,433
Change+263 (+11%)
Value$399.0K (-$250.0K)
Filed 2026-10-30
Serenity Investment Advisors
INCREASED
Shares2,627 from 2,426
Change+201 (+8%)
Value$388.5K (+$92.0K)
Filed 2026-10-30
SP Asset Management LLC
NEW
Shares2,502
Change+2,502
Value$369.9K
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares2,500 from 2,100
Change+400 (+19%)
Value$369.7K (-$139.7K)
Filed 2026-11-06
Peak Wealth Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$243.9K (-$422.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
NEW
Shares2,487
Change+2,487
Value$367.7K
Filed 2026-11-05
Entrewealth, LLC
NEW
Shares2,426
Change+2,426
Value$358.7K
Filed 2026-10-14
Toth Financial Advisory Corp
DECREASED
Shares2,420 from 2,485
Change-65 (-3%)
Value$357.8K (-$305.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW
Shares2,412
Change+2,412
Value$357.0K
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares2,329 from 651
Change+1,678 (+258%)
Value$344.3K (+$170.6K)
Filed 2026-10-23
Calamos Wealth Management LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$309.9K (-$249.1K)
Filed 2026-11-02
Kelly Financial Services LLC
INCREASED
Shares1,974 from 1,963
Change+11 (+1%)
Value$291.9K (-$231.7K)
Filed 2026-10-20
Cane Capital Partners, LLC
NEW
Shares1,946
Change+1,946
Value$287.7K
Filed 2026-10-23
Vigilare Wealth Management
INCREASED
Shares1,867 from 1,866
Change+1 (+0%)
Value$276.1K (-$221.6K)
Filed 2026-10-29
Dedeker Financial LLC
INCREASED
Shares1,842 from 1,681
Change+161 (+10%)
Value$272.3K (-$176.0K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares1,838 from 925
Change+913 (+99%)
Value$271.7K (+$25.1K)
Filed 2026-10-30
Crosspoint Financial, LLC
INCREASED
Shares1,808 from 1,407
Change+401 (+29%)
Value$267.4K (-$108.0K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares1,800 from 1,700
Change+100 (+6%)
Value$266.1K (-$187.3K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
DECREASED
Shares1,749 from 1,778
Change-29 (-2%)
Value$258.6K (-$215.6K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,636 from 1,623
Change+13 (+1%)
Value$241.9K (-$190.9K)
Filed 2026-10-16
Visionary Wealth Advisors
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$237.0K (-$190.4K)
Filed 2026-11-04
Tamar Securities, LLC
INCREASED
Shares1,552 from 1,551
Change+1 (+0%)
Value$229.4K (-$184.2K)
Filed 2026-11-03
RHL Group, LLC
NEW
Shares1,532
Change+1,532
Value$226.5K
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$222.1K (-$178.5K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
NEW
Shares1,476
Change+1,476
Value$218.2K
Filed 2026-10-28
Optivise Advisory Services LLC
NEW
Shares1,376
Change+1,376
Value$203.4K
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares1,365 from 245
Change+1,120 (+457%)
Value$201.8K (+$136.5K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares1,360 from 1,370
Change-10 (-1%)
Value$201.1K (-$164.3K)
Filed 2026-10-21
St. Johns Investment Management Company, LLC
INCREASED
Shares1,312 from 340
Change+972 (+286%)
Value$194.0K (+$103.3K)
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$147.9K
Filed 2026-10-15
PayPay Securities Corp
INCREASED
Shares856 from 416
Change+440 (+106%)
Value$126.6K (+$15.6K)
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares500
Change+500
Value$73.9K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares487 from 217
Change+270 (+124%)
Value$72.1K (+$14.2K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$31.8K (-$25.6K)
Filed 2026-11-06
Security National Bank
NEW
Shares165
Change+165
Value$24.4K
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares156 from 190
Change-34 (-18%)
Value$23.1K (-$27.6K)
Filed 2026-10-16
Activest Wealth Management
INCREASED
Shares150 from 120
Change+30 (+25%)
Value$22.2K (-$9.8K)
Filed 2026-10-15
Fifth Third Bancorp
NEW
Shares120
Change+120
Value$17.7K
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11.1K (+$598)
Filed 2026-10-30
Berbice Capital Management LLC
NEW
Shares60
Change+60
Value$8.9K
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$8.7K (-$7.0K)
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares33
Change+33
Value$4.9K
Filed 2026-10-14
Ascentis Independent Advisors
DECREASED
Shares29 from 51
Change-22 (-43%)
Value$4.3K (-$9.3K)
Filed 2026-11-03
Birchbrook, Inc.
INCREASED
Shares27 from 25
Change+2 (+8%)
Value$4.1K (-$2.5K)
Filed 2026-10-14
Mather Group, Llc.
NEW
Shares13
Change+13
Value$1.9K
Filed 2026-10-14
IMG Wealth Management, Inc.
NEW
Shares3
Change+3
Value$444
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares3 from 400
Change-397 (-99%)
Value$444 (-$106.2K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares1 from 23,956
Change-23,955 (-100%)
Value$148 (-$6.4M)
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 21,100
Change-21,100 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-29
Vestor Capital, LLC
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$158)
Filed 2026-11-04
Global Assets Advisory, LLC
CLOSED
Shares0 from 1,751
Change-1,751 (-100%)
Value$0 (-$386.1K)
Filed 2026-10-28
Townsend & Associates, Inc
CLOSED
Shares0 from 1,401
Change-1,401 (-100%)
Value$0 (-$191.7K)
Filed 2026-10-23
IvyRock Asset Management (HK) Ltd
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$346.7K)
Filed 2026-11-06
CPR Investments Inc.
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$340.9K)
Filed 2026-10-26
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 1,107
Change-1,107 (-100%)
Value$0 (-$295.2K)
Filed 2026-11-06
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 1,029
Change-1,029 (-100%)
Value$0 (-$274.4K)
Filed 2026-10-26
Independent Financial Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-13
SLT Holdings LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$257.4K)
Filed 2026-10-26
Blue Capital, Inc.
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-13
Means Investment Co., Inc.
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$241.1K)
Filed 2026-11-03
Facet Wealth, Inc.
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$236.8K)
Filed 2026-11-04
Victory Financial Group, LLC
CLOSED
Shares0 from 879
Change-879 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-27
Ibex Wealth Advisors
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-06
Intrua Financial, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-28
Virtus Wealth Solutions LLC
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$212.8K)
Filed 2026-11-03
Encompass More Asset Management
CLOSED
Shares0 from 761
Change-761 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares0 from 50
Change-50 (-100%)
Value$38 (-$13.4K)
Filed 2026-11-06
Jump Financial, LLC
N/A
Shares— from 1,698,174
Change-1,698,174 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 798,025
Change-798,025 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 238,921
Change-238,921 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 177,044
Change-177,044 (-100%)
Value—
UBS Group AG
N/A
Shares— from 174,783
Change-174,783 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 115,513
Change-115,513 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 95,725
Change-95,725 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 92,759
Change-92,759 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 80,251
Change-80,251 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 63,261
Change-63,261 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 54,158
Change-54,158 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,670
Change-47,670 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 45,566
Change-45,566 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,006
Change-44,006 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,021
Change-40,021 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,759
Change-31,759 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,265
Change-23,265 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,096
Change-21,096 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 12,613
Change-12,613 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 8,296
Change-8,296 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 989
Change-989 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 914
Change-914 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 877
Change-877 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 803
Change-803 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 651
Change-651 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 362
Change-362 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 167
Change-167 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 111
Change-111 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 105
Change-105 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 100
Change-100 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 60
Change-60 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3
Change-3 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
SBI Securities Co., Ltd.
DECREASED348,714388,138-39,424-10%$103.5M$51.6M-$52.0M2026-10-22
Traynor Capital Management, Inc.
DECREASED276,693278,659-1,966-1%$74.3M$40.9M-$33.4M2026-10-29
Simplex Trading, LLC
INCREASED198,348138,147+60,201+44%$36.8M$29.3M-$7.5M2026-11-04
Westwood Wealth Management
INCREASED178,465175,015+3,450+2%$46.7M$26.4M-$20.3M2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED109,740109,74000%$29.3M$16.2M-$13.0M2026-10-13
Howard Capital Management, LLC
DECREASED76,49682,529-6,033-7%$22.0M$11.3M-$10.7M2026-10-16
Larson Financial Group LLC
INCREASED47,80145,747+2,054+4%$12.2M$7.1M-$5.1M2026-11-05
M Holdings Securities, Inc.
INCREASED47,60145,553+2,048+5%$10.7K$5.4K-$5.3K2026-11-03
HUB Investment Partners, LLC
NEW36,805—+36,805——$5.4M—2026-11-03
Elevatus Welath Management
DECREASED35,50655,095-19,589-36%$14.7M$5.2M-$9.4M2026-10-19
Client First Investment Management LLC
INCREASED32,64315,022+17,621+117%$4.0M$4.8M+$820.0K2026-10-09
Belvedere Trading LLC
INCREASED30,09326,828+3,265+12%$7.2M$4.4M-$2.7M2026-11-05
SteelPeak Wealth, LLC
DECREASED23,27027,858-4,588-16%$7.4M$3.4M-$4.0M2026-10-16
Variant Private Wealth, LLC
NEW18,297—+18,297——$2.7M—2026-10-21
October Effect Ltd
INCREASED18,19011,576+6,614+57%$3.1M$2.7M-$397.9K2026-10-20
Commonwealth Equity Services, LLC
DECREASED18,01226,077-8,065-31%$7.0M$2.7M-$4.3M2026-11-02
LPL Financial LLC
INCREASED16,6133,720+12,893+347%$992.2K$2.5M+$1.5M2026-11-06
StoneX Group Inc.
DECREASED13,31085,974-72,664-85%$18.5M$1.6M-$16.9M2026-11-03
J. Safra Sarasin Holding AG
INCREASED12,2165,066+7,150+141%$1.4M$1.8M+$454.7K2026-10-26
Alchemi Wealth, LLC
INCREASED11,74411,231+513+5%$3.0M$1.7M-$1.3M2026-11-04
Baker Avenue Asset Management, LP
NEW11,555—+11,555——$1.7M—2026-11-06
Barclays PLC
INCREASED11,136778+10,358+1331%$207.5K$1.6M+$1.4M2026-11-06
Private Client Services, LLC
INCREASED10,3247,931+2,393+30%$2.1M$1.5M-$588.8K2026-10-02
Blvd Private Wealth, LLC
UNCHANGED9,8569,85600%$2.6M$1.5M-$1.2M2026-10-14
Burney Co/
DECREASED9,7129,787-75-1%$2.6M$1.4M-$1.2M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED9,2458,344+901+11%$2.2M$1.4M-$858.4K2026-10-20
Creative Planning
INCREASED9,0786,893+2,185+32%$1.8M$1.3M-$496.1K2026-11-02
Clearwater Capital Advisors, LLC
DECREASED8,93916,353-7,414-45%$4.4M$1.3M-$3.0M2026-11-06
Merit Financial Group, LLC
DECREASED8,08717,666-9,579-54%$4.7M$1.2M-$3.5M2026-11-06
Meridian Wealth Management, LLC
DECREASED7,1647,722-558-7%$2.1M$1.1M-$1.0M2026-11-05
AlphaCore Capital LLC
NEW7,071—+7,071——$1.0M—2026-11-04
Parallel Advisors, LLC
INCREASED6,8705,920+950+16%$1.6M$1.0M-$563.1K2026-11-03
Strategic Blueprint, LLC
UNCHANGED6,7006,70000%$1.8M$990.7K-$796.3K2026-10-22
Kaizen Financial Strategies
DECREASED6,4297,590-1,161-15%$1.7M$950.6K-$700.6K2026-10-09
United Advisor Group, LLC
INCREASED6,2301,930+4,300+223%$514.8K$921.2K+$406.4K2026-11-03
Hoey Investments, Inc
NEW6,145—+6,145——$908.6K—2026-10-29
Brighton Jones LLC
INCREASED6,0264,635+1,391+30%$1.2M$891.1K-$345.2K2026-11-03
Farther Finance Advisors, LLC
INCREASED5,7823,008+2,774+92%$801.5K$854.9K+$53.4K2026-10-08
True Private Wealth Advisors
DECREASED5,0145,529-515-9%$1.5M$741.4K-$733.1K2026-10-19
Allegheny Financial Group
DECREASED4,8244,914-90-2%$1.3M$713.4K-$597.3K2026-11-05
Clay Northam Wealth Management, LLC
INCREASED4,7154,415+300+7%$1.2M$697.2K-$480.4K2026-10-13
Retirement Planning Co of New England, Inc.
NEW4,400—+4,400——$650.6K—2026-10-15
Lido Advisors, LLC
DECREASED3,85011,471-7,621-66%$3.1M$569.3K-$2.5M2026-11-04
StoneCrest Wealth Management, Inc.
DECREASED3,8434,157-314-8%$1.1M$568.2K-$540.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED3,6613,514+147+4%$675.6K$521.7K-$153.9K2026-10-13
Trilogy Capital Inc.
NEW3,636—+3,636——$537.6K—2026-10-20
Discipline Wealth Solutions, LLC
DECREASED3,61510,107-6,492-64%$2.7M$534.5K-$2.2M2026-10-14
Allworth Financial LP
UNCHANGED3,2693,26900%$871.9K$871.9K$02026-11-06
Concurrent Investment Advisors, LLC
NEW2,981—+2,981——$440.8K—2026-10-16
Granite Group Advisors, LLC
INCREASED2,9102,909+1+0%$775.9K$430.3K-$345.6K2026-10-14
Verus Capital Partners, LLC
DECREASED2,8865,184-2,298-44%$1.4M$426.7K-$956.1K2026-11-03
Covestor Ltd
INCREASED2,6962,433+263+11%$649.0K$399.0K-$250.0K2026-10-30
Serenity Investment Advisors
INCREASED2,6272,426+201+8%$296.5K$388.5K+$92.0K2026-10-30
SP Asset Management LLC
NEW2,502—+2,502——$369.9K—2026-11-05
Savant Capital, LLC
INCREASED2,5002,100+400+19%$509.4K$369.7K-$139.7K2026-11-06
Peak Wealth Management LLC
UNCHANGED2,5002,50000%$666.8K$243.9K-$422.9K2026-10-26
J.W. Cole Advisors, Inc.
NEW2,487—+2,487——$367.7K—2026-11-05
Entrewealth, LLC
NEW2,426—+2,426——$358.7K—2026-10-14
Toth Financial Advisory Corp
DECREASED2,4202,485-65-3%$662.8K$357.8K-$305.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW2,412—+2,412——$357.0K—2026-11-02
Signaturefd, LLC
INCREASED2,329651+1,678+258%$173.7K$344.3K+$170.6K2026-10-23
Calamos Wealth Management LLC
UNCHANGED2,0962,09600%$559.0K$309.9K-$249.1K2026-11-02
Kelly Financial Services LLC
INCREASED1,9741,963+11+1%$523.6K$291.9K-$231.7K2026-10-20
Cane Capital Partners, LLC
NEW1,946—+1,946——$287.7K—2026-10-23
Vigilare Wealth Management
INCREASED1,8671,866+1+0%$497.7K$276.1K-$221.6K2026-10-29
Dedeker Financial LLC
INCREASED1,8421,681+161+10%$448.3K$272.3K-$176.0K2026-10-23
Spire Wealth Management
INCREASED1,838925+913+99%$246.6K$271.7K+$25.1K2026-10-30
Crosspoint Financial, LLC
INCREASED1,8081,407+401+29%$375.3K$267.4K-$108.0K2026-11-03
Prairie Advisory, LLC
INCREASED1,8001,700+100+6%$453.4K$266.1K-$187.3K2026-10-19
Key Client Fiduciary Advisors, LLC
DECREASED1,7491,778-29-2%$474.2K$258.6K-$215.6K2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED1,6361,623+13+1%$432.8K$241.9K-$190.9K2026-10-16
Visionary Wealth Advisors
UNCHANGED1,6031,60300%$427.4K$237.0K-$190.4K2026-11-04
Tamar Securities, LLC
INCREASED1,5521,551+1+0%$413.6K$229.4K-$184.2K2026-11-03
RHL Group, LLC
NEW1,532—+1,532——$226.5K—2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,5021,50200%$400.6K$222.1K-$178.5K2026-10-16
Buck Wealth Strategies, LLC
NEW1,476—+1,476——$218.2K—2026-10-28
Optivise Advisory Services LLC
NEW1,376—+1,376——$203.4K—2026-10-19
US Bancorp \de\
INCREASED1,365245+1,120+457%$65.3K$201.8K+$136.5K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED1,3601,370-10-1%$365.3K$201.1K-$164.3K2026-10-21
St. Johns Investment Management Company, LLC
INCREASED1,312340+972+286%$90.7K$194.0K+$103.3K2026-10-30
Proathlete Wealth Management LLC
NEW1,000—+1,000——$147.9K—2026-10-15
PayPay Securities Corp
INCREASED856416+440+106%$111.0K$126.6K+$15.6K2026-10-27
Summit Securities Group LLC
NEW500—+500——$73.9K—2026-11-05
Creative Financial Designs Inc
INCREASED487217+270+124%$57.9K$72.1K+$14.2K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED21521500%$57.3K$31.8K-$25.6K2026-11-06
Security National Bank
NEW165—+165——$24.4K—2026-10-26
IFP Advisors, Inc
DECREASED156190-34-18%$50.7K$23.1K-$27.6K2026-10-16
Activest Wealth Management
INCREASED150120+30+25%$32.0K$22.2K-$9.8K2026-10-15
Fifth Third Bancorp
NEW120—+120——$17.7K—2026-11-05
Compass Financial Management LLC
UNCHANGED757500%$10.5K$11.1K+$5982026-10-30
Berbice Capital Management LLC
NEW60—+60——$8.9K—2026-10-13
Main Street Group, LTD
UNCHANGED595900%$15.7K$8.7K-$7.0K2026-10-28
IFS Advisors, LLC
NEW33—+33——$4.9K—2026-10-14
Ascentis Independent Advisors
DECREASED2951-22-43%$13.6K$4.3K-$9.3K2026-11-03
Birchbrook, Inc.
INCREASED2725+2+8%$6.6K$4.1K-$2.5K2026-10-14
Mather Group, Llc.
NEW13—+13——$1.9K—2026-10-14
IMG Wealth Management, Inc.
NEW3—+3——$444—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED3400-397-99%$106.7K$444-$106.2K2026-11-04
Citigroup Inc
DECREASED123,956-23,955-100%$6.4M$148-$6.4M2026-11-04
Vise Technologies, Inc.
CLOSED021,100-21,100-100%$5.6M$0-$5.6M2026-10-29
Vestor Capital, LLC
CLOSED03,700-3,700-100%$158$0-$1582026-11-04
Global Assets Advisory, LLC
CLOSED01,751-1,751-100%$386.1K$0-$386.1K2026-10-28
Townsend & Associates, Inc
CLOSED01,401-1,401-100%$191.7K$0-$191.7K2026-10-23
IvyRock Asset Management (HK) Ltd
CLOSED01,300-1,300-100%$346.7K$0-$346.7K2026-11-06
CPR Investments Inc.
CLOSED01,278-1,278-100%$340.9K$0-$340.9K2026-10-26
Heritage Wealth Management, Inc. s
CLOSED01,107-1,107-100%$295.2K$0-$295.2K2026-11-06
Aegis Wealth Management, Inc.
CLOSED01,029-1,029-100%$274.4K$0-$274.4K2026-10-26
Independent Financial Group, LLC
CLOSED01,000-1,000-100%$266.7K$0-$266.7K2026-10-13
SLT Holdings LLC
CLOSED01,000-1,000-100%$266.7K$0-$266.7K2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED0965-965-100%$257.4K$0-$257.4K2026-10-26
Blue Capital, Inc.
CLOSED0905-905-100%$241.4K$0-$241.4K2026-10-13
Means Investment Co., Inc.
CLOSED0904-904-100%$241.1K$0-$241.1K2026-11-03
Facet Wealth, Inc.
CLOSED0888-888-100%$236.8K$0-$236.8K2026-11-04
Victory Financial Group, LLC
CLOSED0879-879-100%$234.4K$0-$234.4K2026-10-27
Ibex Wealth Advisors
CLOSED0850-850-100%$226.7K$0-$226.7K2026-11-06
Intrua Financial, LLC
CLOSED0800-800-100%$213.4K$0-$213.4K2026-10-28
Virtus Wealth Solutions LLC
CLOSED0798-798-100%$212.8K$0-$212.8K2026-11-03
Encompass More Asset Management
CLOSED0761-761-100%$203.0K$0-$203.0K2026-10-16
Cherry Tree Wealth Management, LLC
CLOSED076-76-100%$20.2K$0-$20.2K2026-10-15
Salem Investment Counselors Inc
CLOSED036-36-100%$9.6K$0-$9.6K2026-10-13
Clearstead Advisors, LLC
DECREASED050-50-100%$13.4K$38-$13.4K2026-11-06
Jump Financial, LLC
N/A—1,698,174-1,698,174-100%$452.9M———
Susquehanna International Group, LLP
N/A—798,025-798,025-100%$212.8M———
Tower Research Capital LLC (TRC)
N/A—238,921-238,921-100%$63.7M———
GTS Securities LLC
N/A—177,044-177,044-100%$47.2M———
UBS Group AG
N/A—174,783-174,783-100%$46.6M———
Mariner, LLC
N/A—115,513-115,513-100%$30.8M———
Goldman Sachs Group Inc
N/A—95,725-95,725-100%$25.5M———
Focus Partners Wealth
N/A—92,759-92,759-100%$24.7M———
HRT Financial LP
N/A—80,251-80,251-100%$21.4M———
Optiver Holding B.V.
N/A—63,261-63,261-100%$16.9M———
SG Americas Securities, LLC
N/A—54,158-54,158-100%$14.4M———
Jane Street Group, LLC
N/A—47,670-47,670-100%$12.7M———
DRW Securities, LLC
N/A—45,566-45,566-100%$12.2M———
JPMorgan Chase & Co
N/A—44,006-44,006-100%$10.4M———
Integrated Wealth Concepts LLC
N/A—40,021-40,021-100%$10.7M———
Two Sigma Securities, LLC
N/A—31,759-31,759-100%$8.5M———
BlackRock, Inc.
N/A—23,617-23,617-100%$6.3M———
HighTower Advisors, LLC
N/A—23,265-23,265-100%$6.2M———
Schonfeld Strategic Advisors LLC
N/A—21,300-21,300-100%$5.7M———
Citadel Advisors LLC
N/A—21,096-21,096-100%$5.6M———
Rollins Financial Advisors, LLC
N/A—12,613-12,613-100%$3.4M———
XTX Topco Ltd
N/A—10,326-10,326-100%$2.8M———
Morgan Stanley
N/A—9,839-9,839-100%$2.6M———
LM Advisors LLC
N/A—9,750-9,750-100%$2.6M———
Polymer Capital Management (HK) LTD
N/A—8,800-8,800-100%$2.3M———
Sassicaia Capital Advisers LLC
N/A—8,296-8,296-100%$2.2M———
Scientech Research LLC
N/A—6,982-6,982-100%$1.9M———
CreativeOne Wealth, LLC
N/A—5,897-5,897-100%$1.6M———
Squarepoint Ops LLC
N/A—5,461-5,461-100%$1.5M———
NewEdge Advisors, LLC
N/A—5,171-5,171-100%$1.4M———
Beta Wealth Group, Inc.
N/A—5,000-5,000-100%$1.3M———
Shufro Rose & Co LLC
N/A—5,000-5,000-100%$1.3M———
NorthCoast Asset Management LLC
N/A—4,918-4,918-100%$1.3M———
DV Trading LLC
N/A—4,758-4,758-100%$1.3M———
Boothbay Fund Management, LLC
N/A—4,000-4,000-100%$1.1M———
Advisory Alpha, LLC
N/A—3,860-3,860-100%$1.0M———
Edgestream Partners, L.P.
N/A—3,748-3,748-100%$999.6K———
Wealth Watch Advisors, Inc
N/A—3,708-3,708-100%$989.0K———
Foundations Investment Advisors, LLC
N/A—3,702-3,702-100%$987.4K———
Quantinno Capital Management LP
N/A—3,539-3,539-100%$944.1K———
Snowden Capital Advisors LLC
N/A—3,480-3,480-100%$928.2K———
360 Financial, Inc.
N/A—3,397-3,397-100%$906.0K———
Marex Group Ltd
N/A—3,180-3,180-100%$848.1K———
Summit Financial, LLC
N/A—3,166-3,166-100%$844.4K———
Captrust Financial Advisors
N/A—3,146-3,146-100%$839.1K———
Insigneo Advisory Services, LLC
N/A—3,049-3,049-100%$813.2K———
Plotkin Financial Advisors, LLC
N/A—2,704-2,704-100%$721.2K———
Qube Research & Technologies Ltd
N/A—2,603-2,603-100%$694.2K———
Renaissance Technologies LLC
N/A—2,600-2,600-100%$693.4K———
RWA Wealth Partners, LLC
N/A—2,592-2,592-100%$691.3K———
Stratos Wealth Advisors, LLC
N/A—2,319-2,319-100%$618.6K———
AlphaGrep UK Ltd
N/A—1,939-1,939-100%$517.2K———
Coldstream Capital Management Inc
N/A—1,935-1,935-100%$516.1K———
Nuveen, LLC
N/A—1,908-1,908-100%$508.9K———
DV Equities, LLC
N/A—1,836-1,836-100%$489.7K———
Mercer Global Advisors Inc
N/A—1,805-1,805-100%$481.4K———
Destination Wealth Management
N/A—1,800-1,800-100%$480.1K———
Crewe Advisors LLC
N/A—1,750-1,750-100%$466.7K———
J Hagan Capital, Inc.
N/A—1,656-1,656-100%$441.7K———
Empowered Funds, LLC
N/A—1,631-1,631-100%$435.0K———
EP Wealth Advisors, LLC
N/A—1,592-1,592-100%$424.5K———
Granite Bay Wealth Management, LLC
N/A—1,500-1,500-100%$400.0K———
Bouchey Financial Group, Ltd.
N/A—1,350-1,350-100%$360.1K———
Arax Advisory Partners
N/A—1,060-1,060-100%$282.7K———
Shay Capital LLC
N/A—1,050-1,050-100%$280.0K———
Aimz Investment Advisors, LLC
N/A—1,000-1,000-100%$266.7K———
Rathbones Group PLC
N/A—1,000-1,000-100%$266.7K———
Peapack Gladstone Financial Corp
N/A—1,000-1,000-100%$267.0K———
McGowan Group Asset Management, Inc.
N/A—1,000-1,000-100%$266.7K———
Flputnam Investment Management Co
N/A—1,000-1,000-100%$266.7K———
Raymond James Financial Inc
N/A—989-989-100%$263.8K———
J. M. Brown & Associates Inc.
N/A—914-914-100%$243.8K———
IEQ Capital, LLC
N/A—900-900-100%$240.0K———
Morse Asset Management, Inc
N/A—877-877-100%$233.9K———
Naviter Wealth, LLC
N/A—875-875-100%$233.4K———
Impact Partnership Wealth, LLC
N/A—850-850-100%$226.7K———
Mittelman Wealth Management
N/A—803-803-100%$214.2K———
Intellectus Partners, LLC
N/A—790-790-100%$210.7K———
Fortress Private Ledger, LLC
N/A—752-752-100%$200.6K———
Forum Finance Group S.A.
N/A—651-651-100%$140———
Osaic Holdings, Inc.
N/A—612-612-100%$163.3K———
Anchor Investment Management, LLC
N/A—400-400-100%$106.7K———
Toronto Dominion Bank
N/A—362-362-100%$96.5K———
Bank of Montreal
N/A—300-300-100%$80.0K———
Ravenstone Capital Management Inc.
N/A—200-200-100%$53.3K———
Caitlin John, LLC
N/A—169-169-100%$45.2K———
Northwestern Mutual Wealth Management Co
N/A—167-167-100%$44.5K———
Westmount Partners, LLC
N/A—150-150-100%$40.0K———
Strategic Wealth Partners, Ltd.
N/A—138-138-100%$36.8K———
Hollencrest Capital Management
N/A—111-111-100%$29.6K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—105-105-100%$28.0K———
Harbour Investments, Inc.
N/A—100-100-100%$26.7K———
Truvestments Capital LLC
N/A—100-100-100%$26.7K———
Consultiva Wealth Management, Corp.
N/A—100-100-100%$26.7K———
HighMark Wealth Management LLC
N/A—100-100-100%$26.7K———
Steward Partners Investment Advisory, LLC
N/A—84-84-100%$22.4K———
Hantz Financial Services, Inc.
N/A—80-80-100%$21———
National Bank of Canada
N/A—60-60-100%$16.0K———
AE Wealth Management LLC
N/A—57-57-100%$15.2K———
Dogwood Wealth Management LLC
N/A—47-47-100%$12.5K———
Coppell Advisory Solutions LLC
N/A—20-20-100%$1.7M———
Continuum Advisory, LLC
N/A—10-10-100%$2.7K———
Federation des caisses Desjardins du Quebec
N/A—4-4-100%$1.1K———
Wells Fargo & Company
N/A—3-3-100%$705———
Bogart Wealth, LLC
N/A—1-1-100%$267———
Silicon Valley Capital Partners
N/A—1-1-100%$187———
Showing 227 of 227 institutions