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Direxion DLY S&P 500 Bull 3X (SPXL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ppsc Investment Service Corp
INCREASED
Shares2,574,322 from 2,541,295
Change+33,027 (+1%)
Value$723.6M (+$35.8M)
Filed 2026-10-27
Howard Capital Management, LLC
DECREASED
Shares1,386,229 from 1,414,301
Change-28,072 (-2%)
Value$389.7M (+$6.9M)
Filed 2026-10-16
Wealthstar Advisors, LLC
INCREASED
Shares151,840 from 150,441
Change+1,399 (+1%)
Value$42.7M (+$2.0M)
Filed 2026-10-19
Succession Financial, Inc.
DECREASED
Shares139,233 from 145,356
Change-6,123 (-4%)
Value$39.1M (-$205.1K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares115,272 from 121,374
Change-6,102 (-5%)
Value$32.4M (-$449.3K)
Filed 2026-10-22
Insight Wealth Partners, LLC
DECREASED
Shares60,783 from 176,249
Change-115,466 (-66%)
Value$17.1M (-$30.6M)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares49,981 from 49,457
Change+524 (+1%)
Value$14.0M (+$663.1K)
Filed 2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares37,846 from 37,846
Change0 (0%)
Value$10.6M (+$394.7K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
DECREASED
Shares37,285 from 37,362
Change-77 (0%)
Value$7.0M (-$11.7K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
NEW
Shares33,914
Change+33,914
Value$9.5M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares33,063 from 31,777
Change+1,286 (+4%)
Value$9.3M (+$693.0K)
Filed 2026-10-30
Gainplan LLC
DECREASED
Shares32,450 from 37,148
Change-4,698 (-13%)
Value$9.1M (-$933.2K)
Filed 2026-10-09
Calamos Wealth Management LLC
NEW
Shares22,814
Change+22,814
Value$6.4M
Filed 2026-11-02
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares17,274 from 17,274
Change0 (0%)
Value$4.9M (+$180.2K)
Filed 2026-10-13
Westwood Wealth Management
DECREASED
Shares17,235 from 17,335
Change-100 (-1%)
Value$4.8M (+$152.7K)
Filed 2026-10-29
Blueprint Investment Partners LLC
INCREASED
Shares15,451 from 14,525
Change+926 (+6%)
Value$4.3M (+$411.7K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares15,038 from 14,117
Change+921 (+7%)
Value$4.2M (+$406.1K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED
Shares14,888 from 25,256
Change-10,368 (-41%)
Value$4.2M (-$2.7M)
Filed 2026-10-22
Encompass More Asset Management
INCREASED
Shares12,228 from 11,227
Change+1,001 (+9%)
Value$3.4M (+$398.5K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
INCREASED
Shares8,711 from 5,896
Change+2,815 (+48%)
Value$2.4M (+$852.8K)
Filed 2026-10-14
Virtus Wealth Solutions LLC
NEW
Shares8,066
Change+8,066
Value$2.3M
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares6,794 from 6,340
Change+454 (+7%)
Value$1.9M (+$288.3K)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares5,702 from 5,137
Change+565 (+11%)
Value$1.6M (+$213.0K)
Filed 2026-10-30
Kelly Financial Services LLC
INCREASED
Shares5,652 from 5,553
Change+99 (+2%)
Value$1.6M (+$85.8K)
Filed 2026-10-20
Keybank National Association
NEW
Shares5,410
Change+5,410
Value$1.5M
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares5,298 from 5,267
Change+31 (+1%)
Value$1.5M (+$63.5K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares5,251 from 3,613
Change+1,638 (+45%)
Value$1.5M (+$498.1K)
Filed 2026-11-04
Aprio Wealth Management, LLC
NEW
Shares5,156
Change+5,156
Value$1.4M
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares4,183 from 3,569
Change+614 (+17%)
Value$1.2M (+$209.8K)
Filed 2026-10-28
Stone House Investment Management, LLC
INCREASED
Shares4,056 from 3,591
Change+465 (+13%)
Value$1.1M (+$168.4K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares3,916 from 5,065
Change-1,149 (-23%)
Value$1.1M (-$270.0K)
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares3,873 from 3,902
Change-29 (-1%)
Value$1.1M (+$32.6K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$1.0M (+$37.5K)
Filed 2026-10-05
Millennium Capital Advisors, LLC
INCREASED
Shares3,478 from 2,429
Change+1,049 (+43%)
Value$977.8K (+$320.2K)
Filed 2026-10-16
BXM Wealth LLC
INCREASED
Shares3,299 from 2,167
Change+1,132 (+52%)
Value$927.3K (+$340.8K)
Filed 2026-11-03
CPR Investments Inc.
DECREASED
Shares3,154 from 4,507
Change-1,353 (-30%)
Value$886.5K (-$333.3K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares3,049 from 2,766
Change+283 (+10%)
Value$862.0K (+$113.3K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares2,907 from 2,566
Change+341 (+13%)
Value$817.3K (+$122.6K)
Filed 2026-11-05
Alternative Investment Advisors, Llc.
INCREASED
Shares2,864 from 2,861
Change+3 (+0%)
Value$805.4K (+$30.7K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares2,787 from 2,772
Change+15 (+1%)
Value$783.4K (+$33.1K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,399 from 1,576
Change+823 (+52%)
Value$674.4K (+$247.8K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares2,360 from 1,864
Change+496 (+27%)
Value$663.3K (+$158.9K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares2,238
Change+2,238
Value$655.7K
Filed 2026-10-13
Navigation Wealth Management, Inc.
NEW
Shares2,111
Change+2,111
Value$627.7K
Filed 2026-11-03
New Perspectives, Inc
INCREASED
Shares1,840 from 1,750
Change+90 (+5%)
Value$517.2K (+$43.6K)
Filed 2026-10-14
Belvedere Trading LLC
NEW
Shares1,755
Change+1,755
Value$493.3K
Filed 2026-11-05
Silverleafe Capital Partners, LLC
INCREASED
Shares1,744 from 1,742
Change+2 (+0%)
Value$490.2K (+$18.7K)
Filed 2026-10-02
Kestra Advisory Services, LLC
NEW
Shares1,712
Change+1,712
Value$481.2K
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$464.1K (+$17.2K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,471 from 1,293
Change+178 (+14%)
Value$413.5K (+$63.6K)
Filed 2026-11-03
CRA Financial Services, LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$384.0K (+$14.2K)
Filed 2026-10-16
Summit Financial Strategies, Inc.
DECREASED
Shares1,217 from 2,851
Change-1,634 (-57%)
Value$342.1K (-$429.6K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares1,120 from 1,342
Change-222 (-17%)
Value$314.9K (-$48.5K)
Filed 2026-10-21
QTR Family Wealth, LLC
DECREASED
Shares1,080 from 1,211
Change-131 (-11%)
Value$303.7K (-$24.2K)
Filed 2026-11-02
Fifth Third Bancorp
NEW
Shares1,050
Change+1,050
Value$295.2K
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,029 from 1,010
Change+19 (+2%)
Value$289.3K (+$15.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares1,018 from 1,036
Change-18 (-2%)
Value$286.3K (+$5.8K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares1,015 from 2,115
Change-1,100 (-52%)
Value$285.4K (-$287.0K)
Filed 2026-11-02
Facet Wealth, Inc.
NEW
Shares1,010
Change+1,010
Value$283.9K
Filed 2026-11-04
Cranbrook Wealth Management, LLC
NEW
Shares931
Change+931
Value$261.7K
Filed 2026-10-28
Capital Investment Advisors, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$220.7K (+$8.2K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$207.5K (+$7.8K)
Filed 2026-10-28
Ramsey Quantitative Systems
NEW
Shares618
Change+618
Value$173.7K
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$141.7K (+$5.3K)
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares343
Change+343
Value$96.4K
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares297 from 662
Change-365 (-55%)
Value$83.6K (-$95.7K)
Filed 2026-10-21
Independence Bank of Kentucky
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$77.3K (+$2.9K)
Filed 2026-10-26
PayPay Securities Corp
DECREASED
Shares271 from 339
Change-68 (-20%)
Value$76.2K (-$15.6K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares259 from 784
Change-525 (-67%)
Value$72.9K (-$139.8K)
Filed 2026-10-14
AlphaCore Capital LLC
NEW
Shares204
Change+204
Value$57.3K
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$49.6K (+$1.9K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$46.8K (+$1.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$38.2K (+$1.4K)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares134 from 406
Change-272 (-67%)
Value$37.7K (-$72.2K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares126 from 125
Change+1 (+1%)
Value$35.3K (+$1.3K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares33
Change+33
Value$9.4K
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.8K (+$128)
Filed 2026-10-16
SJS Investment Consulting Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.5K (+$93)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares8
Change+8
Value$2.2K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares6
Change+6
Value$1.7K
Filed 2026-10-27
Parkside Financial Bank & Trust
NEW
Shares4
Change+4
Value$986
Filed 2026-10-27
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$541.3K)
Filed 2026-11-05
Flavin Financial Services, Inc.
CLOSED
Shares0 from 1,732
Change-1,732 (-100%)
Value$0 (-$468.8K)
Filed 2026-10-21
APS Management Group, Inc.
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-14
Tradewinds Capital Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$36 (+$1)
Filed 2026-10-23
Millennium Management LLC
N/A
Shares— from 93,500
Change-93,500 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 71,086
Change-71,086 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,538
Change-58,538 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,661
Change-55,661 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 49,512
Change-49,512 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35,692
Change-35,692 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 30,340
Change-30,340 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 19,923
Change-19,923 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,635
Change-11,635 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 927
Change-927 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 911
Change-911 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 754
Change-754 (-100%)
Value—
EFG International AG
N/A
Shares— from 625
Change-625 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 440
Change-440 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 19
Change-19 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7
Change-7 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6
Change-6 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ppsc Investment Service Corp
INCREASED2,574,3222,541,295+33,027+1%$687.9M$723.6M+$35.8M2026-10-27
Howard Capital Management, LLC
DECREASED1,386,2291,414,301-28,072-2%$382.8M$389.7M+$6.9M2026-10-16
Wealthstar Advisors, LLC
INCREASED151,840150,441+1,399+1%$40.7M$42.7M+$2.0M2026-10-19
Succession Financial, Inc.
DECREASED139,233145,356-6,123-4%$39.3M$39.1M-$205.1K2026-10-14
SBI Securities Co., Ltd.
DECREASED115,272121,374-6,102-5%$32.9M$32.4M-$449.3K2026-10-22
Insight Wealth Partners, LLC
DECREASED60,783176,249-115,466-66%$47.7M$17.1M-$30.6M2026-10-26
Traynor Capital Management, Inc.
INCREASED49,98149,457+524+1%$13.4M$14.0M+$663.1K2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED37,84637,84600%$10.2M$10.6M+$394.7K2026-10-13
J. Safra Sarasin Holding AG
DECREASED37,28537,362-770%$7.0M$7.0M-$11.7K2026-10-26
Concurrent Investment Advisors, LLC
NEW33,914—+33,914——$9.5M—2026-10-16
Spire Wealth Management
INCREASED33,06331,777+1,286+4%$8.6M$9.3M+$693.0K2026-10-30
Gainplan LLC
DECREASED32,45037,148-4,698-13%$10.1M$9.1M-$933.2K2026-10-09
Calamos Wealth Management LLC
NEW22,814—+22,814——$6.4M—2026-11-02
Blue Sky Capital Consultants Group, Inc.
UNCHANGED17,27417,27400%$4.7M$4.9M+$180.2K2026-10-13
Westwood Wealth Management
DECREASED17,23517,335-100-1%$4.7M$4.8M+$152.7K2026-10-29
Blueprint Investment Partners LLC
INCREASED15,45114,525+926+6%$3.9M$4.3M+$411.7K2026-10-28
Blueprint Financial Advisors LLC
INCREASED15,03814,117+921+7%$3.8M$4.2M+$406.1K2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED14,88825,256-10,368-41%$6.8M$4.2M-$2.7M2026-10-22
Encompass More Asset Management
INCREASED12,22811,227+1,001+9%$3.0M$3.4M+$398.5K2026-10-16
Discipline Wealth Solutions, LLC
INCREASED8,7115,896+2,815+48%$1.6M$2.4M+$852.8K2026-10-14
Virtus Wealth Solutions LLC
NEW8,066—+8,066——$2.3M—2026-11-03
StoneX Group Inc.
INCREASED6,7946,340+454+7%$1.6M$1.9M+$288.3K2026-11-03
Covestor Ltd
INCREASED5,7025,137+565+11%$1.4M$1.6M+$213.0K2026-10-30
Kelly Financial Services LLC
INCREASED5,6525,553+99+2%$1.5M$1.6M+$85.8K2026-10-20
Keybank National Association
NEW5,410—+5,410——$1.5M—2026-11-04
Citizens Financial Group Inc
INCREASED5,2985,267+31+1%$1.4M$1.5M+$63.5K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED5,2513,613+1,638+45%$977.9K$1.5M+$498.1K2026-11-04
Aprio Wealth Management, LLC
NEW5,156—+5,156——$1.4M—2026-10-28
Founders Financial Securities LLC
INCREASED4,1833,569+614+17%$966.0K$1.2M+$209.8K2026-10-28
Stone House Investment Management, LLC
INCREASED4,0563,591+465+13%$971.9K$1.1M+$168.4K2026-10-23
Creative Planning
DECREASED3,9165,065-1,149-23%$1.4M$1.1M-$270.0K2026-11-02
Wealth Management Nebraska
DECREASED3,8733,902-29-1%$1.1M$1.1M+$32.6K2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED3,6003,60000%$974.4K$1.0M+$37.5K2026-10-05
Millennium Capital Advisors, LLC
INCREASED3,4782,429+1,049+43%$657.6K$977.8K+$320.2K2026-10-16
BXM Wealth LLC
INCREASED3,2992,167+1,132+52%$586.5K$927.3K+$340.8K2026-11-03
CPR Investments Inc.
DECREASED3,1544,507-1,353-30%$1.2M$886.5K-$333.3K2026-10-26
Net Worth Advisory Group
INCREASED3,0492,766+283+10%$748.7K$862.0K+$113.3K2026-10-20
Larson Financial Group LLC
INCREASED2,9072,566+341+13%$694.6K$817.3K+$122.6K2026-11-05
Alternative Investment Advisors, Llc.
INCREASED2,8642,861+3+0%$774.6K$805.4K+$30.7K2026-11-03
Lido Advisors, LLC
INCREASED2,7872,772+15+1%$750.3K$783.4K+$33.1K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED2,3991,576+823+52%$426.6K$674.4K+$247.8K2026-10-23
AlphaStar Capital Management, LLC
INCREASED2,3601,864+496+27%$504.4K$663.3K+$158.9K2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW2,238—+2,238——$655.7K—2026-10-13
Navigation Wealth Management, Inc.
NEW2,111—+2,111——$627.7K—2026-11-03
New Perspectives, Inc
INCREASED1,8401,750+90+5%$473.7K$517.2K+$43.6K2026-10-14
Belvedere Trading LLC
NEW1,755—+1,755——$493.3K—2026-11-05
Silverleafe Capital Partners, LLC
INCREASED1,7441,742+2+0%$471.5K$490.2K+$18.7K2026-10-02
Kestra Advisory Services, LLC
NEW1,712—+1,712——$481.2K—2026-11-02
IFP Advisors, Inc
UNCHANGED1,6511,65100%$446.9K$464.1K+$17.2K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED1,4711,293+178+14%$349.9K$413.5K+$63.6K2026-11-03
CRA Financial Services, LLC
UNCHANGED1,3661,36600%$369.7K$384.0K+$14.2K2026-10-16
Summit Financial Strategies, Inc.
DECREASED1,2172,851-1,634-57%$771.7K$342.1K-$429.6K2026-10-14
Ellis Investment Partners, LLC
DECREASED1,1201,342-222-17%$363.3K$314.9K-$48.5K2026-10-21
QTR Family Wealth, LLC
DECREASED1,0801,211-131-11%$327.9K$303.7K-$24.2K2026-11-02
Fifth Third Bancorp
NEW1,050—+1,050——$295.2K—2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED1,0291,010+19+2%$273.4K$289.3K+$15.8K2026-10-16
Farther Finance Advisors, LLC
DECREASED1,0181,036-18-2%$280.5K$286.3K+$5.8K2026-10-08
Commonwealth Equity Services, LLC
DECREASED1,0152,115-1,100-52%$572.5K$285.4K-$287.0K2026-11-02
Facet Wealth, Inc.
NEW1,010—+1,010——$283.9K—2026-11-04
Cranbrook Wealth Management, LLC
NEW931—+931——$261.7K—2026-10-28
Capital Investment Advisors, LLC
UNCHANGED78578500%$212.5K$220.7K+$8.2K2026-10-22
Main Street Group, LTD
UNCHANGED73873800%$199.7K$207.5K+$7.8K2026-10-28
Ramsey Quantitative Systems
NEW618—+618——$173.7K—2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED50450400%$136.4K$141.7K+$5.3K2026-11-06
Simplex Trading, LLC
NEW343—+343——$96.4K—2026-11-04
Strengthening Families & Communities, LLC
DECREASED297662-365-55%$179.3K$83.6K-$95.7K2026-10-21
Independence Bank of Kentucky
UNCHANGED27527500%$74.4K$77.3K+$2.9K2026-10-26
PayPay Securities Corp
DECREASED271339-68-20%$91.8K$76.2K-$15.6K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED259784-525-67%$212.7K$72.9K-$139.8K2026-10-14
AlphaCore Capital LLC
NEW204—+204——$57.3K—2026-11-04
Signaturefd, LLC
UNCHANGED17617600%$47.7K$49.6K+$1.9K2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED16716700%$45.1K$46.8K+$1.7K2026-10-16
CoreCap Advisors, LLC
UNCHANGED13613600%$36.8K$38.2K+$1.4K2026-10-08
Assetmark, Inc
DECREASED134406-272-67%$109.9K$37.7K-$72.2K2026-10-21
Parallel Advisors, LLC
INCREASED126125+1+1%$34.0K$35.3K+$1.3K2026-11-03
Pathway Financial Advisers, LLC
NEW33—+33——$9.4K—2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED101000%$2.7K$2.8K+$1282026-10-16
SJS Investment Consulting Inc.
UNCHANGED9900%$2.4K$2.5K+$932026-10-26
Ascentis Independent Advisors
NEW8—+8——$2.2K—2026-11-03
Latitude Advisors, LLC
NEW6—+6——$1.7K—2026-10-27
Parkside Financial Bank & Trust
NEW4—+4——$986—2026-10-27
Clear Harbor Asset Management, LLC
CLOSED02,000-2,000-100%$541.3K$0-$541.3K2026-11-05
Flavin Financial Services, Inc.
CLOSED01,732-1,732-100%$468.8K$0-$468.8K2026-10-21
APS Management Group, Inc.
CLOSED0921-921-100%$249.2K$0-$249.2K2026-10-14
Tradewinds Capital Management, LLC
UNCHANGED000—$35$36+$12026-10-23
Millennium Management LLC
N/A—93,500-93,500-100%$25.3M———
GTS Securities LLC
N/A—71,086-71,086-100%$19.3M———
Citadel Advisors LLC
N/A—58,538-58,538-100%$15.8M———
Susquehanna International Group, LLP
N/A—55,661-55,661-100%$15.1M———
Goldman Sachs Group Inc
N/A—49,512-49,512-100%$13.4M———
Tower Research Capital LLC (TRC)
N/A—35,692-35,692-100%$9.7M———
LM Advisors LLC
N/A—30,340-30,340-100%$8.2M———
Flow Traders U.S. LLC
N/A—19,923-19,923-100%$5.4M———
HRT Financial LP
N/A—19,052-19,052-100%$5.2M———
JPMorgan Chase & Co
N/A—14,300-14,300-100%$3.8M———
Revere Asset Management, Inc
N/A—14,000-14,000-100%$3.8M———
Mercer Global Advisors Inc
N/A—13,500-13,500-100%$3.7M———
Empowered Funds, LLC
N/A—13,426-13,426-100%$3.6M———
Jane Street Group, LLC
N/A—11,635-11,635-100%$3.1M———
Q3 Asset Management
N/A—9,875-9,875-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—7,384-7,384-100%$2.0M———
Mariner, LLC
N/A—6,599-6,599-100%$1.8M———
LPL Financial LLC
N/A—5,030-5,030-100%$1.4M———
Millington Financial Advisors, LLC
N/A—4,108-4,108-100%$1.1M———
EP Wealth Advisors, LLC
N/A—4,077-4,077-100%$1.1M———
CreativeOne Wealth, LLC
N/A—4,008-4,008-100%$1.1M———
Sykon Capital LLC
N/A—3,955-3,955-100%$1.1M———
PMV Capital Advisers, LLC
N/A—3,934-3,934-100%$1.1M———
Harbour Investments, Inc.
N/A—3,673-3,673-100%$994.1K———
UBS Group AG
N/A—3,598-3,598-100%$973.9K———
Cresset Asset Management, LLC
N/A—3,327-3,327-100%$900.5K———
Summit Financial, LLC
N/A—3,231-3,231-100%$874.5K———
Mittelman Wealth Management
N/A—3,107-3,107-100%$841.0K———
Stratos Wealth Advisors, LLC
N/A—2,839-2,839-100%$768.5K———
Wallace Advisory Group, LLC
N/A—2,790-2,790-100%$755.2K———
Focus Partners Wealth
N/A—2,712-2,712-100%$734.2K———
Xcelsior Advisor Partners LLC
N/A—2,670-2,670-100%$722.7K———
Wealthspire Advisors, LLC
N/A—2,570-2,570-100%$695.7K———
Significant Wealth Partners LLC
N/A—2,510-2,510-100%$679.5K———
Stifel Financial Corp
N/A—2,200-2,200-100%$595.5K———
Optiver Holding B.V.
N/A—2,129-2,129-100%$576.3K———
Osaic Holdings, Inc.
N/A—2,095-2,095-100%$567.3K———
Two Sigma Securities, LLC
N/A—2,069-2,069-100%$560.0K———
Qube Research & Technologies Ltd
N/A—2,060-2,060-100%$557.6K———
Global Retirement Partners, LLC
N/A—2,000-2,000-100%$541.3K———
Bluespring Wealth Management, LLC
N/A—2,000-2,000-100%$541.3K———
SCS Capital Management LLC
N/A—1,964-1,964-100%$531.6K———
Wealth Watch Advisors, Inc
N/A—1,924-1,924-100%$520.8K———
Betterment LLC
N/A—1,841-1,841-100%$498.0K———
HighTower Advisors, LLC
N/A—1,778-1,778-100%$481.2K———
Garden State Investment Advisory Services LLC
N/A—1,715-1,715-100%$464.1K———
Stratos Wealth Partners, Ltd.
N/A—1,611-1,611-100%$436.3K———
Raymond James Financial Inc
N/A—1,512-1,512-100%$409.3K———
Beacon Pointe Advisors, LLC
N/A—1,492-1,492-100%$403.7K———
Bank of Montreal
N/A—1,353-1,353-100%$366.2K———
Blair William & Co
N/A—1,159-1,159-100%$313.6K———
Federation des caisses Desjardins du Quebec
N/A—1,114-1,114-100%$301.5K———
Trinity Legacy Partners, LLC
N/A—1,080-1,080-100%$296.2K———
Glenmede Trust Co NA
N/A—1,080-1,080-100%$292.3K———
Headlands Technologies LLC
N/A—1,076-1,076-100%$291.2K———
NewEdge Advisors, LLC
N/A—1,061-1,061-100%$287.1K———
Ausdal Financial Partners, Inc.
N/A—1,024-1,024-100%$277.2K———
Baird Financial Group, Inc.
N/A—1,007-1,007-100%$272.6K———
Members Advisory Group LLC
N/A—1,001-1,001-100%$271.1K———
NorthRock Partners, LLC
N/A—1,000-1,000-100%$270.7K———
West Michigan Advisors, LLC
N/A—1,000-1,000-100%$270.7K———
Waverly Advisors, LLC
N/A—970-970-100%$262.6K———
Captrust Financial Advisors
N/A—927-927-100%$250.9K———
Edgestream Partners, L.P.
N/A—911-911-100%$246.6K———
MML Investors Services, LLC
N/A—900-900-100%$243.6K———
Bantamac Capital, LLC
N/A—892-892-100%$241.4K———
Iron Gate Global Advisors LLC
N/A—886-886-100%$239.8K———
Belpointe Asset Management LLC
N/A—846-846-100%$229.0K———
Quantinno Capital Management LP
N/A—800-800-100%$216.6K———
AE Wealth Management LLC
N/A—792-792-100%$214.4K———
Farringdon Capital, Ltd.
N/A—754-754-100%$204.1K———
EFG International AG
N/A—625-625-100%$169.2K———
Huntington National Bank
N/A—440-440-100%$119.1K———
Hollencrest Capital Management
N/A—200-200-100%$54.3K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$40.6K———
Westend Capital Management, LLC
N/A—150-150-100%$40.6K———
Morse Asset Management, Inc
N/A—50-50-100%$13.5K———
Ameriflex Group, Inc.
N/A—45-45-100%$12.2K———
Strive Financial Group,LLC
N/A—37-37-100%$10.1K———
Smartleaf Asset Management LLC
N/A—20-20-100%$5.3K———
Toronto Dominion Bank
N/A—19-19-100%$5.2K———
PlanVest Financial, Inc
N/A—18-18-100%$4.9K———
Tanglewood Legacy Advisors, LLC
N/A—16-16-100%$4.3K———
Continuum Advisory, LLC
N/A—10-10-100%$2.7K———
Arax Advisory Partners
N/A—7-7-100%$1.9K———
Fiduciary Financial Advisors
N/A—6-6-100%$93.9K———
IMA Advisory Services, Inc.
N/A—5-5-100%$1.4K———
Morgan Stanley
N/A—2-2-100%$800———
Wells Fargo & Company
N/A—1-1-100%$345———
Bogart Wealth, LLC
N/A—1-1-100%$277———
Showing 175 of 175 institutions