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Doubleline Mortgage ETF (DMBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares2,658,526 from 3,081,101
Change-422,575 (-14%)
Value$123.1M (-$28.1M)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares751,931 from 750,310
Change+1,621 (+0%)
Value$34.8M (-$2.0M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares710,259 from 678,657
Change+31,602 (+5%)
Value$32.9M (-$422.9K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares402,565 from 380,753
Change+21,812 (+6%)
Value$18.6M (-$48.2K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares352,329 from 350,562
Change+1,767 (+1%)
Value$16.3M (-$893.0K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares283,549 from 282,956
Change+593 (+0%)
Value$13.1M (-$759.0K)
Filed 2026-11-05
AMI Investment Management Inc
DECREASED
Shares249,931 from 257,109
Change-7,178 (-3%)
Value$11.6M (-$1.0M)
Filed 2026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares152,528 from 142,818
Change+9,710 (+7%)
Value$7.1M (+$52.7K)
Filed 2026-10-19
Paladin Wealth, LLC
DECREASED
Shares124,086 from 125,458
Change-1,372 (-1%)
Value$5.7M (-$412.2K)
Filed 2026-10-23
Integrated Capital Management, Inc.
DECREASED
Shares117,078 from 119,008
Change-1,930 (-2%)
Value$5.4M (-$420.1K)
Filed 2026-10-09
Wespac Advisors SoCal, LLC
NEW
Shares107,340
Change+107,340
Value$5.0M
Filed 2026-10-13
Layline Advisors, LLC
INCREASED
Shares100,715 from 88,370
Change+12,345 (+14%)
Value$4.7M (+$326.1K)
Filed 2026-11-02
Lord & Richards Wealth Management, LLC
DECREASED
Shares96,342 from 111,171
Change-14,829 (-13%)
Value$4.5M (-$995.8K)
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares93,957 from 86,194
Change+7,763 (+9%)
Value$4.4M (+$119.9K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares90,500 from 86,350
Change+4,150 (+5%)
Value$4.2M (-$47.8K)
Filed 2026-10-14
Mendel Money Management
INCREASED
Shares86,139 from 78,202
Change+7,937 (+10%)
Value$4.0M (+$150.1K)
Filed 2026-11-02
Oregon Pacific Wealth Management, LLC
INCREASED
Shares81,176 from 76,636
Change+4,540 (+6%)
Value$3.8M (-$2.8K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares76,870 from 76,610
Change+260 (+0%)
Value$3.6M (-$200.9K)
Filed 2026-11-02
Puff Wealth Management, LLC
INCREASED
Shares69,682 from 62,570
Change+7,112 (+11%)
Value$3.2M (+$155.5K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares65,802 from 61,264
Change+4,538 (+7%)
Value$3.0M (+$39.9K)
Filed 2026-11-03
Cushing Capital Partners, LLC
INCREASED
Shares63,760 from 58,798
Change+4,962 (+8%)
Value$3.0M (+$66.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares51,341 from 82,253
Change-30,912 (-38%)
Value$2.4M (-$1.7M)
Filed 2026-10-23
OmniStar Financial Group, Inc.
DECREASED
Shares41,274 from 41,330
Change-56 (0%)
Value$1.9M (-$117.5K)
Filed 2026-10-26
Milestones Private Investment Advisors LLC
INCREASED
Shares33,605 from 32,861
Change+744 (+2%)
Value$1.6M (-$56.9K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares33,343 from 41,426
Change-8,083 (-20%)
Value$1.5M (-$489.5K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares31,215 from 29,580
Change+1,635 (+6%)
Value$1.4M (-$6.5K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares17,802 from 12,784
Change+5,018 (+39%)
Value$824.4K (+$196.9K)
Filed 2026-10-15
Latitude Advisors, LLC
INCREASED
Shares14,100 from 14,045
Change+55 (+0%)
Value$653.0K (-$36.5K)
Filed 2026-10-27
Pettinga Financial Advisors LLC
NEW
Shares13,220
Change+13,220
Value$612.2K
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares12,237 from 11,068
Change+1,169 (+11%)
Value$566.7K (+$23.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares11,501 from 14,784
Change-3,283 (-22%)
Value$532.6K (-$193.1K)
Filed 2026-10-08
Sepio Capital, LP
DECREASED
Shares10,210 from 10,211
Change-1 (0%)
Value$472.9K (-$28.4K)
Filed 2026-10-22
Argus Investors' Counsel, Inc.
INCREASED
Shares10,040 from 9,674
Change+366 (+4%)
Value$465.0K (-$9.9K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares9,922 from 8,453
Change+1,469 (+17%)
Value$459.5K (+$44.6K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares8,293 from 10,376
Change-2,083 (-20%)
Value$384.0K (-$125.3K)
Filed 2026-10-27
Financial Guidance Group, Inc.
UNCHANGED
Shares7,912 from 7,912
Change0 (0%)
Value$366.4K (-$22.0K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,132 from 7,475
Change-343 (-5%)
Value$330.0K (-$37.0K)
Filed 2026-11-02
Cabot Wealth Management Inc
NEW
Shares6,695
Change+6,695
Value$310.0K
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares6,403 from 10,355
Change-3,952 (-38%)
Value$296.5K (-$211.8K)
Filed 2026-10-23
Legacy CG, LLC
DECREASED
Shares5,970 from 340,863
Change-334,893 (-98%)
Value$276.5K (-$16.5M)
Filed 2026-10-30
Strong Retirement Solutions LLC
INCREASED
Shares5,936 from 5,576
Change+360 (+6%)
Value$274.9K (+$1.2K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$244.5K (-$14.7K)
Filed 2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares4,967 from 208,134
Change-203,167 (-98%)
Value$230.0K (-$10.0M)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares4,843 from 4,584
Change+259 (+6%)
Value$224.3K (-$747)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,798
Change+4,798
Value$222.2K
Filed 2026-10-13
Bison Wealth, LLC
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$216.7K (-$12.5K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares3,451 from 5,065
Change-1,614 (-32%)
Value$159.8K (-$88.8K)
Filed 2026-11-03
US Bancorp \de\
NEW
Shares2,075
Change+2,075
Value$96.1K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,279 from 44,648
Change-43,369 (-97%)
Value$59.2K (-$2.1M)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares916 from 903
Change+13 (+1%)
Value$42.4K (-$1.9K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares844 from 835
Change+9 (+1%)
Value$39.1K (-$1.9K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares184 from 1,230
Change-1,046 (-85%)
Value$8.5K (-$51.9K)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.0K (-$47)
Filed 2026-11-02
Kingdom Financial Group Llc.
NEW
Shares21
Change+21
Value$973
Filed 2026-11-04
Great Diamond Partners, LLC
CLOSED
Shares0 from 54,765
Change-54,765 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 22,187
Change-22,187 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-08
Osaic Holdings, Inc.
N/A
Shares— from 1,109,346
Change-1,109,346 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,084,082
Change-1,084,082 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 766,994
Change-766,994 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 535,147
Change-535,147 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 453,096
Change-453,096 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 441,639
Change-441,639 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 355,426
Change-355,426 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 320,754
Change-320,754 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 319,516
Change-319,516 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 248,073
Change-248,073 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 216,939
Change-216,939 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 193,432
Change-193,432 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 179,721
Change-179,721 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 155,313
Change-155,313 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 149,982
Change-149,982 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 136,879
Change-136,879 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 113,092
Change-113,092 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 101,926
Change-101,926 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 78,416
Change-78,416 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 76,288
Change-76,288 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,298
Change-43,298 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33,052
Change-33,052 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,832
Change-28,832 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 24,434
Change-24,434 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 23,006
Change-23,006 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,618
Change-18,618 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,230
Change-13,230 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,108
Change-11,108 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,651
Change-9,651 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,626
Change-5,626 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
FMR LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 322
Change-322 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 99
Change-99 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED2,658,5263,081,101-422,575-14%$151.2M$123.1M-$28.1M2026-10-08
Bank of New York Mellon Corp
INCREASED751,931750,310+1,621+0%$36.8M$34.8M-$2.0M2026-11-05
Evergreen Capital Management LLC
INCREASED710,259678,657+31,602+5%$33.3M$32.9M-$422.9K2026-10-23
Signal Advisors Wealth, LLC
INCREASED402,565380,753+21,812+6%$18.7M$18.6M-$48.2K2026-10-13
Park Avenue Securities LLC
INCREASED352,329350,562+1,767+1%$17.2M$16.3M-$893.0K2026-10-26
Compound Planning, Inc.
INCREASED283,549282,956+593+0%$13.9M$13.1M-$759.0K2026-11-05
AMI Investment Management Inc
DECREASED249,931257,109-7,178-3%$12.6M$11.6M-$1.0M2026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED152,528142,818+9,710+7%$7.0M$7.1M+$52.7K2026-10-19
Paladin Wealth, LLC
DECREASED124,086125,458-1,372-1%$6.2M$5.7M-$412.2K2026-10-23
Integrated Capital Management, Inc.
DECREASED117,078119,008-1,930-2%$5.8M$5.4M-$420.1K2026-10-09
Wespac Advisors SoCal, LLC
NEW107,340—+107,340——$5.0M—2026-10-13
Layline Advisors, LLC
INCREASED100,71588,370+12,345+14%$4.3M$4.7M+$326.1K2026-11-02
Lord & Richards Wealth Management, LLC
DECREASED96,342111,171-14,829-13%$5.5M$4.5M-$995.8K2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED93,95786,194+7,763+9%$4.2M$4.4M+$119.9K2026-11-04
Mather Group, Llc.
INCREASED90,50086,350+4,150+5%$4.2M$4.2M-$47.8K2026-10-14
Mendel Money Management
INCREASED86,13978,202+7,937+10%$3.8M$4.0M+$150.1K2026-11-02
Oregon Pacific Wealth Management, LLC
INCREASED81,17676,636+4,540+6%$3.8M$3.8M-$2.8K2026-10-20
Key FInancial Inc
INCREASED76,87076,610+260+0%$3.8M$3.6M-$200.9K2026-11-02
Puff Wealth Management, LLC
INCREASED69,68262,570+7,112+11%$3.1M$3.2M+$155.5K2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED65,80261,264+4,538+7%$3.0M$3.0M+$39.9K2026-11-03
Cushing Capital Partners, LLC
INCREASED63,76058,798+4,962+8%$2.9M$3.0M+$66.4K2026-10-20
Apollon Wealth Management, LLC
DECREASED51,34182,253-30,912-38%$4.0M$2.4M-$1.7M2026-10-23
OmniStar Financial Group, Inc.
DECREASED41,27441,330-560%$2.0M$1.9M-$117.5K2026-10-26
Milestones Private Investment Advisors LLC
INCREASED33,60532,861+744+2%$1.6M$1.6M-$56.9K2026-10-19
Ritholtz Wealth Management
DECREASED33,34341,426-8,083-20%$2.0M$1.5M-$489.5K2026-11-05
Silverlake Wealth Management LLC
INCREASED31,21529,580+1,635+6%$1.5M$1.4M-$6.5K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED17,80212,784+5,018+39%$627.6K$824.4K+$196.9K2026-10-15
Latitude Advisors, LLC
INCREASED14,10014,045+55+0%$689.4K$653.0K-$36.5K2026-10-27
Pettinga Financial Advisors LLC
NEW13,220—+13,220——$612.2K—2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED12,23711,068+1,169+11%$543.3K$566.7K+$23.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED11,50114,784-3,283-22%$725.7K$532.6K-$193.1K2026-10-08
Sepio Capital, LP
DECREASED10,21010,211-10%$501.2K$472.9K-$28.4K2026-10-22
Argus Investors' Counsel, Inc.
INCREASED10,0409,674+366+4%$474.9K$465.0K-$9.9K2026-10-09
Commonwealth Equity Services, LLC
INCREASED9,9228,453+1,469+17%$414.9K$459.5K+$44.6K2026-11-02
Howard Bailey Securities, LLC
DECREASED8,29310,376-2,083-20%$509.4K$384.0K-$125.3K2026-10-27
Financial Guidance Group, Inc.
UNCHANGED7,9127,91200%$388.4K$366.4K-$22.0K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED7,1327,475-343-5%$367.0K$330.0K-$37.0K2026-11-02
Cabot Wealth Management Inc
NEW6,695—+6,695——$310.0K—2026-11-05
Simplicity Wealth,LLC
DECREASED6,40310,355-3,952-38%$508.3K$296.5K-$211.8K2026-10-23
Legacy CG, LLC
DECREASED5,970340,863-334,893-98%$16.7M$276.5K-$16.5M2026-10-30
Strong Retirement Solutions LLC
INCREASED5,9365,576+360+6%$273.7K$274.9K+$1.2K2026-10-07
Onyx Bridge Wealth Group LLC
UNCHANGED5,2805,28000%$259.2K$244.5K-$14.7K2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED4,967208,134-203,167-98%$10.2M$230.0K-$10.0M2026-11-03
Parsons Capital Management Inc
INCREASED4,8434,584+259+6%$225.0K$224.3K-$7472026-10-28
Wealth Enhancement Advisory Services, LLC
NEW4,798—+4,798——$222.2K—2026-10-13
Bison Wealth, LLC
UNCHANGED4,6794,67900%$229.2K$216.7K-$12.5K2026-10-13
Parallel Advisors, LLC
DECREASED3,4515,065-1,614-32%$248.6K$159.8K-$88.8K2026-11-03
US Bancorp \de\
NEW2,075—+2,075——$96.1K—2026-11-05
Fifth Third Bancorp
DECREASED1,27944,648-43,369-97%$2.2M$59.2K-$2.1M2026-11-05
Ashton Thomas Securities, LLC
INCREASED916903+13+1%$44.3K$42.4K-$1.9K2026-10-26
Larson Financial Group LLC
INCREASED844835+9+1%$41.0K$39.1K-$1.9K2026-11-05
Compass Financial Management LLC
DECREASED1841,230-1,046-85%$60.4K$8.5K-$51.9K2026-10-30
Golden State Wealth Management, LLC
UNCHANGED222200%$1.1K$1.0K-$472026-11-02
Kingdom Financial Group Llc.
NEW21—+21——$973—2026-11-04
Great Diamond Partners, LLC
CLOSED054,765-54,765-100%$2.7M$0-$2.7M2026-10-13
Sound Income Strategies, LLC
CLOSED022,187-22,187-100%$1.1M$0-$1.1M2026-10-09
AdvisorNet Financial, Inc
CLOSED0357-357-100%$17.5K$0-$17.5K2026-10-15
CoreCap Advisors, LLC
CLOSED0357-357-100%$17.5K$0-$17.5K2026-10-08
Osaic Holdings, Inc.
N/A—1,109,346-1,109,346-100%$54.5M———
Advocacy Wealth Management, LLC
N/A—1,084,082-1,084,082-100%$53.2M———
Foundations Investment Advisors, LLC
N/A—766,994-766,994-100%$37.7M———
Envestnet Asset Management Inc
N/A—535,147-535,147-100%$26.3M———
Astoria Portfolio Advisors Llc.
N/A—453,096-453,096-100%$22.2M———
Cambridge Associates LLC
N/A—441,639-441,639-100%$21.7M———
Mattson Financial Services, LLC
N/A—355,426-355,426-100%$17.3M———
TPG Financial Advisors, LLC
N/A—320,754-320,754-100%$15.7M———
Hobbs Group Advisors, LLC
N/A—319,516-319,516-100%$15.7M———
Savvy Advisors, Inc.
N/A—248,073-248,073-100%$12.2M———
Brown Financial Advisors
N/A—216,939-216,939-100%$10.6M———
Mariner, LLC
N/A—193,432-193,432-100%$9.5M———
Morgan Stanley
N/A—179,721-179,721-100%$8.8M———
New Republic Capital, LLC
N/A—155,313-155,313-100%$7.6M———
Vermillion & White Wealth Management Group, LLC
N/A—149,982-149,982-100%$7.4M———
MML Investors Services, LLC
N/A—136,879-136,879-100%$6.7M———
Captrust Financial Advisors
N/A—113,092-113,092-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—101,926-101,926-100%$5.0M———
Maripau Wealth Management LLC
N/A—78,416-78,416-100%$3.9M———
Tailwinds Wealth, LLC
N/A—76,288-76,288-100%$3.7M———
UBS Group AG
N/A—43,298-43,298-100%$2.1M———
Aptus Capital Advisors, LLC
N/A—33,052-33,052-100%$1.6M———
World Investment Advisors
N/A—28,832-28,832-100%$1.4M———
LPL Financial LLC
N/A—24,434-24,434-100%$1.2M———
GeoWealth Management, LLC
N/A—23,006-23,006-100%$1.1M———
Ancora Advisors LLCA
N/A—23,000-23,000-100%$1.1M———
Tortoise Investment Management, LLC
N/A—19,336-19,336-100%$949.2K———
Susquehanna International Group, LLP
N/A—18,618-18,618-100%$913.9K———
Citadel Advisors LLC
N/A—17,518-17,518-100%$860.0K———
Waterloo Capital, L.P.
N/A—13,230-13,230-100%$649.5K———
HighTower Advisors, LLC
N/A—11,789-11,789-100%$578.7K———
NewEdge Advisors, LLC
N/A—11,108-11,108-100%$545.3K———
Guardian Wealth Advisors, LLC / NC
N/A—9,651-9,651-100%$473.8K———
Welch Financial Planning, LLC
N/A—9,209-9,209-100%$452.1K———
Huntington National Bank
N/A—7,944-7,944-100%$390.0K———
AE Wealth Management LLC
N/A—5,754-5,754-100%$282.5K———
Mutual Advisors, LLC
N/A—5,626-5,626-100%$276.2K———
SCS Capital Management LLC
N/A—5,600-5,600-100%$274.9K———
CreativeOne Wealth, LLC
N/A—5,585-5,585-100%$274.1K———
Stillwater Private Wealth, LLC
N/A—5,313-5,313-100%$256———
Orion Porfolio Solutions, LLC
N/A—5,233-5,233-100%$256.9K———
Stratos Wealth Advisors, LLC
N/A—4,918-4,918-100%$241.5K———
WealthTrak Capital Management LLC
N/A—4,427-4,427-100%$217.3K———
Westshore Wealth, LLC
N/A—4,406-4,406-100%$216.3K———
Transamerica Financial Advisors, LLC
N/A—1,635-1,635-100%$80.3K———
FMR LLC
N/A—700-700-100%$34.4K———
O'shaughnessy Asset Management, LLC
N/A—562-562-100%$27.6K———
Royal Bank of Canada
N/A—322-322-100%$16.0K———
Steward Partners Investment Advisory, LLC
N/A—124-124-100%$6.1K———
Wells Fargo & Company
N/A—99-99-100%$4.9K———
Jones Financial Companies Lllp
N/A—29-29-100%$1.4K———
Showing 109 of 109 institutions