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Doubleline Oppor COR Bnd-Usd (DBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
SilverOak Wealth Management LLC
INCREASED
Shares992,779 from 328,419
Change+664,360 (+202%)
Value$43.2M (+$28.2M)
Filed 2026-10-29
Boothe Investment Group, Inc.
INCREASED
Shares873,431 from 754,481
Change+118,950 (+16%)
Value$38.0M (+$3.6M)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares655,523 from 616,118
Change+39,405 (+6%)
Value$28.5M (+$413.0K)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares290,842 from 272,062
Change+18,780 (+7%)
Value$12.6M (+$242.4K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares289,203 from 521,491
Change-232,288 (-45%)
Value$12.6M (-$11.2M)
Filed 2026-10-20
Holcombe Financial, Inc.
INCREASED
Shares270,700 from 268,537
Change+2,163 (+1%)
Value$11.8M (-$472.7K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares235,374 from 228,259
Change+7,115 (+3%)
Value$10.2M (-$172.4K)
Filed 2026-11-04
Hippocratic Financial Advisors, LLC
INCREASED
Shares212,386 from 201,663
Change+10,723 (+5%)
Value$9.2M (+$40.6K)
Filed 2026-10-13
Landmark Wealth Management, LLC
INCREASED
Shares195,414 from 186,581
Change+8,833 (+5%)
Value$8.5M (-$9.7K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares172,666 from 122,949
Change+49,717 (+40%)
Value$7.5M (+$1.9M)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares123,643 from 225,713
Change-102,070 (-45%)
Value$5.4M (-$4.9M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares121,455 from 115,052
Change+6,403 (+6%)
Value$5.3M (+$35.6K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares112,789 from 96,654
Change+16,135 (+17%)
Value$4.9M (+$497.6K)
Filed 2026-11-05
Elyxium Wealth, LLC
DECREASED
Shares109,862 from 137,206
Change-27,344 (-20%)
Value$4.8M (-$1.5M)
Filed 2026-10-27
BlueChip Wealth Advisors LLC
INCREASED
Shares91,012 from 85,933
Change+5,079 (+6%)
Value$4.0M (+$39.5K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares85,933 from 83,126
Change+2,807 (+3%)
Value$3.7M (-$53.4K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares79,414 from 61,020
Change+18,394 (+30%)
Value$3.5M (+$671.0K)
Filed 2026-10-29
Optima Capital LLC
DECREASED
Shares79,185 from 124,123
Change-44,938 (-36%)
Value$3.4M (-$2.2M)
Filed 2026-10-29
Austin Wealth Management, LLC
DECREASED
Shares59,199 from 65,599
Change-6,400 (-10%)
Value$2.6M (-$394.8K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares39,673 from 37,499
Change+2,174 (+6%)
Value$1.7M (+$15.4K)
Filed 2026-11-06
Entrewealth, LLC
DECREASED
Shares39,599 from 39,925
Change-326 (-1%)
Value$1.7M (-$71.9K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
INCREASED
Shares36,465 from 36,215
Change+250 (+1%)
Value$1.6M (-$65.6K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares29,532 from 29,022
Change+510 (+2%)
Value$1.3M (-$39.1K)
Filed 2026-10-22
Centurion Wealth Management LLC
DECREASED
Shares29,023 from 30,022
Change-999 (-3%)
Value$1.3M (-$106.8K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares26,743 from 20,114
Change+6,629 (+33%)
Value$1.2M (+$245.8K)
Filed 2026-10-15
Algorithmic Investment Models, LLC
INCREASED
Shares26,606 from 26,309
Change+297 (+1%)
Value$1.2M (-$42.6K)
Filed 2026-11-04
Blue Line Capital, LLC / IL
INCREASED
Shares26,175 from 23,251
Change+2,924 (+13%)
Value$1.1M (+$78.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,673 from 22,439
Change+2,234 (+10%)
Value$1.1M (+$50.0K)
Filed 2026-11-02
Essential Planning, Llc.
DECREASED
Shares21,955 from 22,733
Change-778 (-3%)
Value$954.6K (-$81.8K)
Filed 2026-10-21
Shrier Wealth Management, LLC
INCREASED
Shares21,451 from 20,156
Change+1,295 (+6%)
Value$932.7K (+$13.7K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares16,650 from 12,071
Change+4,579 (+38%)
Value$723.9K (+$173.6K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares16,576 from 11,018
Change+5,558 (+50%)
Value$721.0K (+$219.0K)
Filed 2026-10-26
Barnes Wealth Management Group, Inc
INCREASED
Shares15,695 from 13,670
Change+2,025 (+15%)
Value$682.4K (+$59.2K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
INCREASED
Shares13,939 from 13,120
Change+819 (+6%)
Value$606.1K (+$7.9K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares11,334 from 11,197
Change+137 (+1%)
Value$492.8K (-$17.7K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
NEW
Shares10,781
Change+10,781
Value$468.8K
Filed 2026-10-20
Stonehearth Capital Management, LLC
INCREASED
Shares9,017 from 8,812
Change+205 (+2%)
Value$392.1K (-$9.7K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares8,632 from 7,590
Change+1,042 (+14%)
Value$375.3K (+$29.3K)
Filed 2026-10-14
Apollon Wealth Management, LLC
NEW
Shares8,481
Change+8,481
Value$368.8K
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares8,280 from 8,273
Change+7 (+0%)
Value$360.0K (-$17.2K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares8,145 from 7,945
Change+200 (+3%)
Value$354.1K (-$8.1K)
Filed 2026-10-30
Savant Capital, LLC
NEW
Shares6,880
Change+6,880
Value$299.1K
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares5,687 from 5,473
Change+214 (+4%)
Value$247.3K (-$2.2K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares5,665 from 5,849
Change-184 (-3%)
Value$246.3K (-$20.3K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares5,058 from 5,129
Change-71 (-1%)
Value$219.9K (-$13.9K)
Filed 2026-10-26
First Financial Group Corp
INCREASED
Shares4,745 from 4,695
Change+50 (+1%)
Value$206.3K (-$7.7K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$130.4K (-$6.3K)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares2,696
Change+2,696
Value$117.2K
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares2,550 from 2,906
Change-356 (-12%)
Value$110.9K (-$21.6K)
Filed 2026-10-08
Meramec Financial Planners, LLC
INCREASED
Shares2,513 from 264
Change+2,249 (+852%)
Value$111.1K (+$99.2K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
INCREASED
Shares1,976 from 1,946
Change+30 (+2%)
Value$85.9K (-$2.8K)
Filed 2026-10-26
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 188,416
Change-188,416 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-16
Manchester Financial Inc
CLOSED
Shares0 from 8,432
Change-8,432 (-100%)
Value$0 (-$384.4K)
Filed 2026-10-15
StoneX Group Inc.
CLOSED
Shares0 from 4,867
Change-4,867 (-100%)
Value$0 (-$222.1K)
Filed 2026-11-03
Krilogy Financial LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-21
Foundations Investment Advisors, LLC
N/A
Shares— from 1,162,917
Change-1,162,917 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 783,836
Change-783,836 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 725,049
Change-725,049 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 705,094
Change-705,094 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 653,229
Change-653,229 (-100%)
Value—
UBS Group AG
N/A
Shares— from 646,329
Change-646,329 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 493,783
Change-493,783 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 306,991
Change-306,991 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 306,991
Change-306,991 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 237,611
Change-237,611 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 235,558
Change-235,558 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 235,493
Change-235,493 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 168,588
Change-168,588 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 165,920
Change-165,920 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 152,444
Change-152,444 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 140,876
Change-140,876 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104,756
Change-104,756 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 87,281
Change-87,281 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 84,184
Change-84,184 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 49,415
Change-49,415 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 43,645
Change-43,645 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,897
Change-32,897 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 31,930
Change-31,930 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,539
Change-29,539 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 29,364
Change-29,364 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 19,375
Change-19,375 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,760
Change-17,760 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,017
Change-11,017 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 486
Change-486 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 308
Change-308 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 180
Change-180 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Status
SilverOak Wealth Management LLC
INCREASED992,779328,419+664,360+202%$15.0M$43.2M+$28.2M2026-10-29
Boothe Investment Group, Inc.
INCREASED873,431754,481+118,950+16%$34.4M$38.0M+$3.6M2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED655,523616,118+39,405+6%$28.1M$28.5M+$413.0K2026-11-03
Journey Advisory Group, LLC
INCREASED290,842272,062+18,780+7%$12.4M$12.6M+$242.4K2026-11-04
Benchmark Financial Wealth Advisors, LLC
DECREASED289,203521,491-232,288-45%$23.8M$12.6M-$11.2M2026-10-20
Holcombe Financial, Inc.
INCREASED270,700268,537+2,163+1%$12.2M$11.8M-$472.7K2026-10-16
Visionary Wealth Advisors
INCREASED235,374228,259+7,115+3%$10.4M$10.2M-$172.4K2026-11-04
Hippocratic Financial Advisors, LLC
INCREASED212,386201,663+10,723+5%$9.2M$9.2M+$40.6K2026-10-13
Landmark Wealth Management, LLC
INCREASED195,414186,581+8,833+5%$8.5M$8.5M-$9.7K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED172,666122,949+49,717+40%$5.6M$7.5M+$1.9M2026-10-16
Aprio Wealth Management, LLC
DECREASED123,643225,713-102,070-45%$10.3M$5.4M-$4.9M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED121,455115,052+6,403+6%$5.2M$5.3M+$35.6K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED112,78996,654+16,135+17%$4.4M$4.9M+$497.6K2026-11-05
Elyxium Wealth, LLC
DECREASED109,862137,206-27,344-20%$6.3M$4.8M-$1.5M2026-10-27
BlueChip Wealth Advisors LLC
INCREASED91,01285,933+5,079+6%$3.9M$4.0M+$39.5K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED85,93383,126+2,807+3%$3.8M$3.7M-$53.4K2026-11-02
Vise Technologies, Inc.
INCREASED79,41461,020+18,394+30%$2.8M$3.5M+$671.0K2026-10-29
Optima Capital LLC
DECREASED79,185124,123-44,938-36%$5.7M$3.4M-$2.2M2026-10-29
Austin Wealth Management, LLC
DECREASED59,19965,599-6,400-10%$3.0M$2.6M-$394.8K2026-11-06
LPL Financial LLC
INCREASED39,67337,499+2,174+6%$1.7M$1.7M+$15.4K2026-11-06
Entrewealth, LLC
DECREASED39,59939,925-326-1%$1.8M$1.7M-$71.9K2026-10-14
Pettinga Financial Advisors LLC
INCREASED36,46536,215+250+1%$1.7M$1.6M-$65.6K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED29,53229,022+510+2%$1.3M$1.3M-$39.1K2026-10-22
Centurion Wealth Management LLC
DECREASED29,02330,022-999-3%$1.4M$1.3M-$106.8K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED26,74320,114+6,629+33%$917.0K$1.2M+$245.8K2026-10-15
Algorithmic Investment Models, LLC
INCREASED26,60626,309+297+1%$1.2M$1.2M-$42.6K2026-11-04
Blue Line Capital, LLC / IL
INCREASED26,17523,251+2,924+13%$1.1M$1.1M+$78.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED24,67322,439+2,234+10%$1.0M$1.1M+$50.0K2026-11-02
Essential Planning, Llc.
DECREASED21,95522,733-778-3%$1.0M$954.6K-$81.8K2026-10-21
Shrier Wealth Management, LLC
INCREASED21,45120,156+1,295+6%$918.9K$932.7K+$13.7K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED16,65012,071+4,579+38%$550.3K$723.9K+$173.6K2026-10-29
Park Avenue Securities LLC
INCREASED16,57611,018+5,558+50%$502.0K$721.0K+$219.0K2026-10-26
Barnes Wealth Management Group, Inc
INCREASED15,69513,670+2,025+15%$623.2K$682.4K+$59.2K2026-11-09
Axxcess Wealth Management, LLC
INCREASED13,93913,120+819+6%$598.1K$606.1K+$7.9K2026-10-21
Fifth Third Bancorp
INCREASED11,33411,197+137+1%$510.5K$492.8K-$17.7K2026-11-05
Good Harbor Advisors, Inc.
NEW10,781—+10,781——$468.8K—2026-10-20
Stonehearth Capital Management, LLC
INCREASED9,0178,812+205+2%$401.7K$392.1K-$9.7K2026-10-13
Triumph Capital Management
INCREASED8,6327,590+1,042+14%$346.0K$375.3K+$29.3K2026-10-14
Apollon Wealth Management, LLC
NEW8,481—+8,481——$368.8K—2026-10-23
Stewardship Advisors, LLC
INCREASED8,2808,273+7+0%$377.2K$360.0K-$17.2K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED8,1457,945+200+3%$362.2K$354.1K-$8.1K2026-10-30
Savant Capital, LLC
NEW6,880—+6,880——$299.1K—2026-11-06
Sigma Planning Corp
INCREASED5,6875,473+214+4%$249.5K$247.3K-$2.2K2026-10-23
NWF Advisory Services Inc.
DECREASED5,6655,849-184-3%$266.6K$246.3K-$20.3K2026-10-19
Lanark Financial, Inc.
DECREASED5,0585,129-71-1%$233.8K$219.9K-$13.9K2026-10-26
First Financial Group Corp
INCREASED4,7454,695+50+1%$214.0K$206.3K-$7.7K2026-10-22
EverSource Wealth Advisors, LLC
UNCHANGED3,0003,00000%$136.8K$130.4K-$6.3K2026-11-04
Clayton Financial Group LLC
NEW2,696—+2,696——$117.2K—2026-10-13
Farther Finance Advisors, LLC
DECREASED2,5502,906-356-12%$132.5K$110.9K-$21.6K2026-10-08
Meramec Financial Planners, LLC
INCREASED2,513264+2,249+852%$11.9K$111.1K+$99.2K2026-11-09
Ashton Thomas Securities, LLC
INCREASED1,9761,946+30+2%$88.7K$85.9K-$2.8K2026-10-26
Cravens & Co Advisors, LLC
CLOSED0188,416-188,416-100%$8.6M$0-$8.6M2026-10-16
Manchester Financial Inc
CLOSED08,432-8,432-100%$384.4K$0-$384.4K2026-10-15
StoneX Group Inc.
CLOSED04,867-4,867-100%$222.1K$0-$222.1K2026-11-03
Krilogy Financial LLC
CLOSED04,500-4,500-100%$205.2K$0-$205.2K2026-10-13
AdvisorNet Financial, Inc
CLOSED0505-505-100%$23.0K$0-$23.0K2026-10-15
Assetmark, Inc
CLOSED022-22-100%$1.0K$0-$1.0K2026-10-21
Foundations Investment Advisors, LLC
N/A—1,162,917-1,162,917-100%$53.0M———
Raymond James Financial Inc
N/A—783,836-783,836-100%$35.7M———
NewEdge Advisors, LLC
N/A—725,049-725,049-100%$33.1M———
Envestnet Asset Management Inc
N/A—705,094-705,094-100%$32.1M———
Seascape Capital Management
N/A—653,229-653,229-100%$29.8M———
UBS Group AG
N/A—646,329-646,329-100%$29.5M———
Mariner, LLC
N/A—493,783-493,783-100%$22.5M———
Aptus Capital Advisors, LLC
N/A—306,991-306,991-100%$14.0M———
Guardian Wealth Advisors, LLC / NC
N/A—306,991-306,991-100%$14.0M———
Stratos Wealth Advisors, LLC
N/A—237,611-237,611-100%$10.8M———
Beckerman Institutional, LLC
N/A—235,558-235,558-100%$10.7M———
MML Investors Services, LLC
N/A—235,493-235,493-100%$10.7M———
Waddell & Associates, LLC
N/A—168,588-168,588-100%$7.7M———
Fortis Advisors, LLC
N/A—165,920-165,920-100%$7.6M———
Ausdal Financial Partners, Inc.
N/A—152,444-152,444-100%$6.9M———
Cary Street Partners Financial LLC
N/A—140,876-140,876-100%$6.4M———
Osaic Holdings, Inc.
N/A—104,756-104,756-100%$4.8M———
Vestmark Advisory Solutions, Inc.
N/A—87,281-87,281-100%$4.0M———
January Capital Advisors LLC
N/A—84,184-84,184-100%$3.8M———
Morgan Stanley
N/A—49,415-49,415-100%$2.3M———
Bank of America Corp
N/A—43,645-43,645-100%$2.0M———
AQR Capital Management LLC
N/A—32,897-32,897-100%$1.5M———
L & S Advisors Inc
N/A—31,930-31,930-100%$1.5M———
Royal Bank of Canada
N/A—29,539-29,539-100%$1.3M———
Smartleaf Asset Management LLC
N/A—29,364-29,364-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—21,300-21,300-100%$971.1K———
Panoramic Investment Advisors, LLC
N/A—19,375-19,375-100%$883.3K———
Shelton Capital Management
N/A—19,134-19,134-100%$872.3K———
Citadel Advisors LLC
N/A—17,760-17,760-100%$809.7K———
Equitable Holdings, Inc.
N/A—12,304-12,304-100%$560.9K———
National Bank of Canada
N/A—11,465-11,465-100%$522.7K———
Gotham Asset Management, LLC
N/A—11,017-11,017-100%$502.3K———
Forum Finance Group S.A.
N/A—9,610-9,610-100%$354———
Strategic Wealth Partners, Ltd.
N/A—8,980-8,980-100%$409.4K———
Janney Montgomery Scott LLC
N/A—8,704-8,704-100%$397.0K———
Sanctuary Advisors, LLC
N/A—6,205-6,205-100%$282.9K———
Jaffetilchin Investment Partners, LLC
N/A—5,734-5,734-100%$261.4K———
AE Wealth Management LLC
N/A—3,374-3,374-100%$153.8K———
IMA Advisory Services, Inc.
N/A—2,900-2,900-100%$132.2K———
Hollencrest Capital Management
N/A—1,369-1,369-100%$62.4K———
BFC Planning, Inc.
N/A—629-629-100%$28.7K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$22.8K———
JPMorgan Chase & Co
N/A—486-486-100%$22.2K———
Regatta Research & Money Management
N/A—308-308-100%$14.0K———
Northwestern Mutual Wealth Management Co
N/A—180-180-100%$8.2K———
Capital Analysts, LLC
N/A—109-109-100%$5.0K———
Global Retirement Partners, LLC
N/A—59-59-100%$2.7K———
Showing 104 of 104 institutions