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Distillate US Fundamental ST (DSTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,663,988 from 1,999,136
Change-335,148 (-17%)
Value$103.9M (-$15.2M)
Filed 2026-10-13
Abacus Planning Group, Inc.
DECREASED
Shares1,411,918 from 1,421,934
Change-10,016 (-1%)
Value$90.3M (+$5.2M)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares1,201,815 from 1,031,705
Change+170,110 (+16%)
Value$76.9M (+$15.1M)
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares1,164,268 from 1,148,375
Change+15,893 (+1%)
Value$74.5M (+$5.7M)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED
Shares629,715 from 625,849
Change+3,866 (+1%)
Value$40.3M (+$2.8M)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares587,273 from 573,042
Change+14,231 (+2%)
Value$37.6M (+$3.2M)
Filed 2026-10-27
Arlington Financial Advisors, LLC
DECREASED
Shares545,366 from 557,358
Change-11,992 (-2%)
Value$34.9M (+$1.5M)
Filed 2026-10-19
Crumly & Associates Inc.
INCREASED
Shares427,226 from 374,640
Change+52,586 (+14%)
Value$27.3M (+$4.9M)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares304,452 from 298,065
Change+6,387 (+2%)
Value$19.5M (+$1.6M)
Filed 2026-10-26
Berkeley, Inc
DECREASED
Shares253,242 from 361,477
Change-108,235 (-30%)
Value$16.2M (-$5.5M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares247,565 from 254,139
Change-6,574 (-3%)
Value$15.8M (+$616.0K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares169,485 from 139,482
Change+30,003 (+22%)
Value$10.8M (+$2.5M)
Filed 2026-10-26
Sage Private Wealth Group, LLC
NEW
Shares150,508
Change+150,508
Value$9.6M
Filed 2026-10-21
Weil Company, Inc.
INCREASED
Shares143,637 from 95,058
Change+48,579 (+51%)
Value$9.2M (+$3.5M)
Filed 2026-10-14
Old Port Advisors
INCREASED
Shares125,210 from 124,316
Change+894 (+1%)
Value$8.0M (+$564.4K)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares83,088 from 83,266
Change-178 (0%)
Value$5.3M (+$328.3K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares79,388 from 78,092
Change+1,296 (+2%)
Value$5.2M (+$381.7K)
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares58,916 from 57,857
Change+1,059 (+2%)
Value$3.8M (+$303.8K)
Filed 2026-10-20
Centerpoint Advisory Group
DECREASED
Shares58,206 from 59,152
Change-946 (-2%)
Value$3.7M (+$180.8K)
Filed 2026-10-23
Herold Advisors, Inc.
DECREASED
Shares48,621 from 49,321
Change-700 (-1%)
Value$3.1M (+$153.8K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares35,707 from 37,873
Change-2,166 (-6%)
Value$2.3M (+$15.9K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
INCREASED
Shares31,867 from 29,853
Change+2,014 (+7%)
Value$2.0M (+$250.6K)
Filed 2026-10-26
Sapient Capital LLC
UNCHANGED
Shares28,388 from 28,388
Change0 (0%)
Value$1.8M (+$115.8K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares26,276 from 26,847
Change-571 (-2%)
Value$1.7M (+$73.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares24,728 from 26,189
Change-1,461 (-6%)
Value$1.6M (+$13.4K)
Filed 2026-11-02
Heritage OAK Wealth Advisors LLC
DECREASED
Shares18,738 from 19,133
Change-395 (-2%)
Value$1.2M (+$52.8K)
Filed 2026-10-14
One Plus One Wealth Management, LLC
INCREASED
Shares14,287 from 13,099
Change+1,188 (+9%)
Value$914.1K (+$129.5K)
Filed 2026-10-16
Barry Investment Advisors, LLC
DECREASED
Shares14,264 from 21,786
Change-7,522 (-35%)
Value$912.6K (-$392.4K)
Filed 2026-10-14
Chicago Capital, LLC
NEW
Shares13,960
Change+13,960
Value$893.2K
Filed 2026-10-13
Hibernia Wealth Partners, LLC
INCREASED
Shares11,946 from 11,870
Change+76 (+1%)
Value$764.3K (+$53.3K)
Filed 2026-10-29
Creative Financial Designs Inc
NEW
Shares11,317
Change+11,317
Value$724.1K
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares10,184 from 17,855
Change-7,671 (-43%)
Value$651.6K (-$417.9K)
Filed 2026-10-28
Keeler Thomas Management LLC
NEW
Shares9,922
Change+9,922
Value$634.8K
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares9,540 from 9,732
Change-192 (-2%)
Value$610.4K (+$27.4K)
Filed 2026-11-04
SimpliFi, Inc.
INCREASED
Shares9,463 from 9,439
Change+24 (+0%)
Value$605.5K (+$40.1K)
Filed 2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares9,251 from 9,514
Change-263 (-3%)
Value$591.9K (+$22.0K)
Filed 2026-10-16
Braeburn Wealth Management LLC
INCREASED
Shares8,647 from 8,550
Change+97 (+1%)
Value$553.2K (+$41.1K)
Filed 2026-10-15
Park National Corp
DECREASED
Shares7,648 from 9,245
Change-1,597 (-17%)
Value$489.3K (-$64.5K)
Filed 2026-10-05
Certified Advisory Corp
UNCHANGED
Shares6,794 from 6,794
Change0 (0%)
Value$434.6K (+$27.7K)
Filed 2026-10-29
Langley Wealth Management, LLC
INCREASED
Shares6,400 from 6,086
Change+314 (+5%)
Value$409.5K (+$44.9K)
Filed 2026-11-04
Meridian Financial Advisors, LLC
INCREASED
Shares6,300 from 6,000
Change+300 (+5%)
Value$403.1K (+$43.7K)
Filed 2026-10-14
HUB Investment Partners, LLC
UNCHANGED
Shares6,273 from 6,273
Change0 (0%)
Value$401.3K (+$25.6K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares6,115
Change+6,115
Value$391.2K
Filed 2026-10-28
BCU Wealth Advisors, LLC
INCREASED
Shares5,623 from 5,136
Change+487 (+9%)
Value$359.8K (+$52.1K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED
Shares5,463 from 6,948
Change-1,485 (-21%)
Value$349.5K (-$66.7K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares5,387 from 5,769
Change-382 (-7%)
Value$344.7K (-$903)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares5,271 from 4,988
Change+283 (+6%)
Value$337.2K (+$38.4K)
Filed 2026-10-22
Global View Capital Management LLC
DECREASED
Shares5,161 from 6,884
Change-1,723 (-25%)
Value$330.2K (-$82.2K)
Filed 2026-10-28
Walleye Partners, LLC
UNCHANGED
Shares4,824 from 4,824
Change0 (0%)
Value$308.6K (+$19.7K)
Filed 2026-10-13
Modera Wealth Management, LLC
INCREASED
Shares4,655 from 3,432
Change+1,223 (+36%)
Value$297.8K (+$92.3K)
Filed 2026-10-28
Clayton Financial Group LLC
INCREASED
Shares4,553 from 4,541
Change+12 (+0%)
Value$291.3K (+$19.3K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares3,927 from 3,794
Change+133 (+4%)
Value$251.3K (+$24.0K)
Filed 2026-11-02
Quantify Chaos Advisors, LLC
DECREASED
Shares3,696 from 3,922
Change-226 (-6%)
Value$236.5K (+$1.6K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
DECREASED
Shares3,580 from 3,599
Change-19 (-1%)
Value$229.1K (+$13.5K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares3,571 from 8,973
Change-5,402 (-60%)
Value$228.4K (-$309.0K)
Filed 2026-10-30
Thrivent Financial for Lutherans
NEW
Shares3,554
Change+3,554
Value$227.0K
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares2,277
Change+2,277
Value$145.7K
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$91.0K (+$6.0K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares1,062 from 2
Change+1,060 (+53000%)
Value$67.9K (+$67.8K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares968 from 1,787
Change-819 (-46%)
Value$61.9K (-$45.4K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$43.0K (+$2.7K)
Filed 2026-10-26
Adirondack Trust Co
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$42.5K (+$2.7K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$22.1K (+$1.4K)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$14.2K (+$942)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$13.8K (+$882)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.8K (+$816)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares181 from 180
Change+1 (+1%)
Value$11.6K (+$767)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.8K (+$245)
Filed 2026-10-15
Farther Finance Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.3K (+$210)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares1 from 3,547
Change-3,546 (-100%)
Value$64 (-$212.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 80,779
Change-80,779 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-21
Landmark Wealth Management, Inc.
CLOSED
Shares0 from 10,102
Change-10,102 (-100%)
Value$0 (-$605.1K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 4,327
Change-4,327 (-100%)
Value$0 (-$259.2K)
Filed 2026-10-13
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,942,710
Change-5,942,710 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,260,109
Change-1,260,109 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 683,460
Change-683,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 682,236
Change-682,236 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 538,471
Change-538,471 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 511,826
Change-511,826 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 454,401
Change-454,401 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 307,209
Change-307,209 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 276,915
Change-276,915 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 259,127
Change-259,127 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 258,652
Change-258,652 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 226,167
Change-226,167 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 221,182
Change-221,182 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 172,714
Change-172,714 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 169,318
Change-169,318 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 159,833
Change-159,833 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 158,500
Change-158,500 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 152,311
Change-152,311 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 132,272
Change-132,272 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 129,051
Change-129,051 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 80,778
Change-80,778 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 75,250
Change-75,250 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 74,214
Change-74,214 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,300
Change-57,300 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 53,463
Change-53,463 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 48,041
Change-48,041 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,261
Change-45,261 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 44,361
Change-44,361 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,957
Change-41,957 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 40,686
Change-40,686 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,627
Change-34,627 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 31,296
Change-31,296 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 30,791
Change-30,791 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 29,787
Change-29,787 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 27,740
Change-27,740 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 24,197
Change-24,197 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 23,622
Change-23,622 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,403
Change-22,403 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 22,250
Change-22,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,834
Change-18,834 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,940
Change-13,940 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,632
Change-13,632 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,028
Change-10,028 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 906
Change-906 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 762
Change-762 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 684
Change-684 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 648
Change-648 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 626
Change-626 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
FMR LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 81
Change-81 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED1,663,9881,999,136-335,148-17%$119.1M$103.9M-$15.2M2026-10-13
Abacus Planning Group, Inc.
DECREASED1,411,9181,421,934-10,016-1%$85.2M$90.3M+$5.2M2026-11-02
AlphaCore Capital LLC
INCREASED1,201,8151,031,705+170,110+16%$61.8M$76.9M+$15.1M2026-11-04
Resonant Capital Advisors, LLC
INCREASED1,164,2681,148,375+15,893+1%$68.8M$74.5M+$5.7M2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED629,715625,849+3,866+1%$37.5M$40.3M+$2.8M2026-10-13
Allen Capital Group, LLC
INCREASED587,273573,042+14,231+2%$34.3M$37.6M+$3.2M2026-10-27
Arlington Financial Advisors, LLC
DECREASED545,366557,358-11,992-2%$33.4M$34.9M+$1.5M2026-10-19
Crumly & Associates Inc.
INCREASED427,226374,640+52,586+14%$22.4M$27.3M+$4.9M2026-10-07
Indivisible Partners
INCREASED304,452298,065+6,387+2%$17.9M$19.5M+$1.6M2026-10-26
Berkeley, Inc
DECREASED253,242361,477-108,235-30%$21.7M$16.2M-$5.5M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED247,565254,139-6,574-3%$15.2M$15.8M+$616.0K2026-11-02
Park Avenue Securities LLC
INCREASED169,485139,482+30,003+22%$8.4M$10.8M+$2.5M2026-10-26
Sage Private Wealth Group, LLC
NEW150,508—+150,508——$9.6M—2026-10-21
Weil Company, Inc.
INCREASED143,63795,058+48,579+51%$5.7M$9.2M+$3.5M2026-10-14
Old Port Advisors
INCREASED125,210124,316+894+1%$7.4M$8.0M+$564.4K2026-10-23
Fermata Advisors, LLC
DECREASED83,08883,266-1780%$5.0M$5.3M+$328.3K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED79,38878,092+1,296+2%$4.8M$5.2M+$381.7K2026-10-13
Aspect Partners, LLC
INCREASED58,91657,857+1,059+2%$3.5M$3.8M+$303.8K2026-10-20
Centerpoint Advisory Group
DECREASED58,20659,152-946-2%$3.5M$3.7M+$180.8K2026-10-23
Herold Advisors, Inc.
DECREASED48,62149,321-700-1%$3.0M$3.1M+$153.8K2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED35,70737,873-2,166-6%$2.3M$2.3M+$15.9K2026-10-07
Flagship Harbor Advisors, LLC
INCREASED31,86729,853+2,014+7%$1.8M$2.0M+$250.6K2026-10-26
Sapient Capital LLC
UNCHANGED28,38828,38800%$1.7M$1.8M+$115.8K2026-10-08
IFP Advisors, Inc
DECREASED26,27626,847-571-2%$1.6M$1.7M+$73.0K2026-10-16
Commonwealth Equity Services, LLC
DECREASED24,72826,189-1,461-6%$1.6M$1.6M+$13.4K2026-11-02
Heritage OAK Wealth Advisors LLC
DECREASED18,73819,133-395-2%$1.1M$1.2M+$52.8K2026-10-14
One Plus One Wealth Management, LLC
INCREASED14,28713,099+1,188+9%$784.6K$914.1K+$129.5K2026-10-16
Barry Investment Advisors, LLC
DECREASED14,26421,786-7,522-35%$1.3M$912.6K-$392.4K2026-10-14
Chicago Capital, LLC
NEW13,960—+13,960——$893.2K—2026-10-13
Hibernia Wealth Partners, LLC
INCREASED11,94611,870+76+1%$711.0K$764.3K+$53.3K2026-10-29
Creative Financial Designs Inc
NEW11,317—+11,317——$724.1K—2026-11-04
MGO One Seven LLC
DECREASED10,18417,855-7,671-43%$1.1M$651.6K-$417.9K2026-10-28
Keeler Thomas Management LLC
NEW9,922—+9,922——$634.8K—2026-10-29
Csenge Advisory Group
DECREASED9,5409,732-192-2%$582.9K$610.4K+$27.4K2026-11-04
SimpliFi, Inc.
INCREASED9,4639,439+24+0%$565.4K$605.5K+$40.1K2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED9,2519,514-263-3%$569.9K$591.9K+$22.0K2026-10-16
Braeburn Wealth Management LLC
INCREASED8,6478,550+97+1%$512.1K$553.2K+$41.1K2026-10-15
Park National Corp
DECREASED7,6489,245-1,597-17%$553.8K$489.3K-$64.5K2026-10-05
Certified Advisory Corp
UNCHANGED6,7946,79400%$406.9K$434.6K+$27.7K2026-10-29
Langley Wealth Management, LLC
INCREASED6,4006,086+314+5%$364.6K$409.5K+$44.9K2026-11-04
Meridian Financial Advisors, LLC
INCREASED6,3006,000+300+5%$359.4K$403.1K+$43.7K2026-10-14
HUB Investment Partners, LLC
UNCHANGED6,2736,27300%$375.7K$401.3K+$25.6K2026-11-03
Partners Wealth Management, LLC
NEW6,115—+6,115——$391.2K—2026-10-28
BCU Wealth Advisors, LLC
INCREASED5,6235,136+487+9%$307.7K$359.8K+$52.1K2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED5,4636,948-1,485-21%$416.2K$349.5K-$66.7K2026-11-05
US Bancorp \de\
DECREASED5,3875,769-382-7%$345.6K$344.7K-$9032026-11-05
Insight Advisors, LLC/ PA
INCREASED5,2714,988+283+6%$298.8K$337.2K+$38.4K2026-10-22
Global View Capital Management LLC
DECREASED5,1616,884-1,723-25%$412.4K$330.2K-$82.2K2026-10-28
Walleye Partners, LLC
UNCHANGED4,8244,82400%$289.0K$308.6K+$19.7K2026-10-13
Modera Wealth Management, LLC
INCREASED4,6553,432+1,223+36%$205.6K$297.8K+$92.3K2026-10-28
Clayton Financial Group LLC
INCREASED4,5534,541+12+0%$272.0K$291.3K+$19.3K2026-10-13
Creative Planning
INCREASED3,9273,794+133+4%$227.3K$251.3K+$24.0K2026-11-02
Quantify Chaos Advisors, LLC
DECREASED3,6963,922-226-6%$234.9K$236.5K+$1.6K2026-11-04
Opal Wealth Advisors, LLC
DECREASED3,5803,599-19-1%$215.6K$229.1K+$13.5K2026-10-16
Truist Financial Corp
DECREASED3,5718,973-5,402-60%$537.5K$228.4K-$309.0K2026-10-30
Thrivent Financial for Lutherans
NEW3,554—+3,554——$227.0K—2026-11-05
Team Financial Group, LLC
NEW2,277—+2,277——$145.7K—2026-10-30
Navigoe, LLC
UNCHANGED1,4321,43200%$85.0K$91.0K+$6.0K2026-11-04
Gamma Investing LLC
INCREASED1,0622+1,060+53000%$120$67.9K+$67.8K2026-10-08
Compass Financial Management LLC
DECREASED9681,787-819-46%$107.3K$61.9K-$45.4K2026-10-30
Oakworth Capital, Inc.
UNCHANGED67267200%$40.3K$43.0K+$2.7K2026-10-26
Adirondack Trust Co
UNCHANGED66566500%$39.8K$42.5K+$2.7K2026-10-14
Vermillion Wealth Management, Inc.
UNCHANGED34634600%$20.7K$22.1K+$1.4K2026-10-26
Spire Wealth Management
UNCHANGED22222200%$13.3K$14.2K+$9422026-10-30
Assetmark, Inc
UNCHANGED21621600%$12.9K$13.8K+$8822026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED20020000%$12.0K$12.8K+$8162026-10-27
Buck Wealth Strategies, LLC
INCREASED181180+1+1%$10.8K$11.6K+$7672026-10-28
GHP Investment Advisors, Inc.
UNCHANGED606000%$3.6K$3.8K+$2452026-10-15
Farther Finance Advisors, LLC
UNCHANGED525200%$3.1K$3.3K+$2102026-10-08
Citigroup Inc
DECREASED13,547-3,546-100%$212.5K$64-$212.4K2026-11-04
Axxcess Wealth Management, LLC
CLOSED080,779-80,779-100%$4.8M$0-$4.8M2026-10-21
Landmark Wealth Management, Inc.
CLOSED010,102-10,102-100%$605.1K$0-$605.1K2026-11-04
Signal Advisors Wealth, LLC
CLOSED04,327-4,327-100%$259.2K$0-$259.2K2026-10-13
Sequoia Financial Advisors, LLC
N/A—5,942,710-5,942,710-100%$356.0M———
Oxford Financial Group, Ltd. LLC
N/A—1,260,109-1,260,109-100%$75.5M———
Raymond James Financial Inc
N/A—683,460-683,460-100%$40.9M———
Cetera Investment Advisers
N/A—682,236-682,236-100%$40.9M———
Madison Asset Management, LLC
N/A—538,471-538,471-100%$32.3M———
LPL Financial LLC
N/A—511,826-511,826-100%$30.7M———
Rockefeller Capital Management L.P.
N/A—454,401-454,401-100%$27.2M———
Cerity Partners LLC
N/A—307,209-307,209-100%$18.4M———
Level Four Advisory Services, LLC
N/A—276,915-276,915-100%$16.6M———
United Capital Financial Advisors, LLC
N/A—259,127-259,127-100%$15.5M———
Empire Financial Management Company, LLC
N/A—258,652-258,652-100%$15.5M———
JPMorgan Chase & Co
N/A—226,167-226,167-100%$13.6M———
Citadel Advisors LLC
N/A—221,182-221,182-100%$13.2M———
Orion Capital Management LLC
N/A—172,714-172,714-100%$10.3M———
Sunbeam Capital Management, LLC
N/A—169,318-169,318-100%$10.1M———
Focus Partners Wealth
N/A—159,833-159,833-100%$9.6M———
Rothschild Wealth LLC
N/A—158,500-158,500-100%$9.5M———
Captrust Financial Advisors
N/A—152,311-152,311-100%$9.1M———
Oxbow Advisors, LLC
N/A—132,272-132,272-100%$7.9M———
ODonnell Financial Services, LLC
N/A—129,051-129,051-100%$7.7M———
Darwin Wealth Management, LLC
N/A—80,778-80,778-100%$4.8M———
LRI Investments, LLC
N/A—75,250-75,250-100%$4.5M———
Osaic Holdings, Inc.
N/A—74,214-74,214-100%$4.4M———
Royal Bank of Canada
N/A—57,300-57,300-100%$3.4M———
Stonebridge Financial Planning Group, LLC
N/A—53,463-53,463-100%$3.2M———
American Alpha Advisors, LLC
N/A—48,041-48,041-100%$2.9M———
Susquehanna International Group, LLP
N/A—45,261-45,261-100%$2.7M———
Qube Research & Technologies Ltd
N/A—44,361-44,361-100%$2.7M———
Envestnet Asset Management Inc
N/A—41,957-41,957-100%$2.5M———
Goldman Sachs Group Inc
N/A—40,686-40,686-100%$2.4M———
Equitable Holdings, Inc.
N/A—34,627-34,627-100%$2.1M———
Thoroughbred Financial Services, LLC
N/A—31,296-31,296-100%$1.9M———
Harbour Investments, Inc.
N/A—30,791-30,791-100%$1.8M———
Hilltop Holdings Inc.
N/A—29,787-29,787-100%$1.8M———
Meramec Financial Planners, LLC
N/A—27,740-27,740-100%$1.8M———
Merit Financial Group, LLC
N/A—24,197-24,197-100%$1.4M———
Rehmann Capital Advisory Group
N/A—23,622-23,622-100%$1.4M———
Advisory Services Network, LLC
N/A—22,403-22,403-100%$1.3M———
Huntington National Bank
N/A—22,250-22,250-100%$1.3M———
Mariner, LLC
N/A—18,834-18,834-100%$1.1M———
Nuveen, LLC
N/A—15,444-15,444-100%$925.1K———
Two Sigma Investments, LP
N/A—14,400-14,400-100%$862.6K———
Morgan Stanley
N/A—13,940-13,940-100%$835.0K———
Integrated Wealth Concepts LLC
N/A—13,867-13,867-100%$830.7K———
AQR Capital Management LLC
N/A—13,632-13,632-100%$816.6K———
Ausdal Financial Partners, Inc.
N/A—12,631-12,631-100%$756.6K———
Stifel Financial Corp
N/A—10,102-10,102-100%$605.1K———
Focus Partners Advisor Solutions, LLC
N/A—10,028-10,028-100%$600.7K———
WealthCare Investment Partners, LLC
N/A—10,027-10,027-100%$600.6K———
Astoria Portfolio Advisors Llc.
N/A—8,518-8,518-100%$510.2K———
UBS Group AG
N/A—8,509-8,509-100%$509.7K———
Legacy Wealth Managment, LLC
N/A—7,693-7,693-100%$460.8K———
Anchor Investment Management, LLC
N/A—7,164-7,164-100%$429.1K———
MML Investors Services, LLC
N/A—6,658-6,658-100%$398.8K———
National Philanthropic Trust
N/A—6,000-6,000-100%$359.4K———
Quantinno Capital Management LP
N/A—5,477-5,477-100%$328.1K———
Advyzon Investment Management, LLC
N/A—4,501-4,501-100%$269.6K———
Cresset Asset Management, LLC
N/A—4,322-4,322-100%$258.9K———
Sanctuary Advisors, LLC
N/A—3,898-3,898-100%$233.5K———
Bank of America Corp
N/A—3,857-3,857-100%$231.0K———
Mercer Global Advisors Inc
N/A—3,843-3,843-100%$230.2K———
Belpointe Asset Management LLC
N/A—3,501-3,501-100%$209.7K———
GeoWealth Management, LLC
N/A—3,397-3,397-100%$203.4K———
Cozad Asset Management Inc
N/A—3,360-3,360-100%$201.3K———
Russell Investments Group, Ltd.
N/A—2,442-2,442-100%$146.3K———
O'shaughnessy Asset Management, LLC
N/A—1,498-1,498-100%$89.7K———
Steward Partners Investment Advisory, LLC
N/A—1,358-1,358-100%$81.3K———
Northwestern Mutual Wealth Management Co
N/A—906-906-100%$54.3K———
Bank of Montreal
N/A—762-762-100%$42.7K———
Global Retirement Partners, LLC
N/A—685-685-100%$41.0K———
Regatta Research & Money Management
N/A—684-684-100%$40.9K———
Wells Fargo & Company
N/A—648-648-100%$38.8K———
PNC Financial Services Group, Inc.
N/A—626-626-100%$37.5K———
UBS Asset Management Americas LLC
N/A—460-460-100%$27.6K———
FMR LLC
N/A—260-260-100%$15.6K———
Founders Financial Alliance, LLC
N/A—248-248-100%$14.8K———
Vanguard Advisers Inc
N/A—81-81-100%$4.9K———
Imprint Wealth LLC
N/A—65-65-100%$3.9K———
AE Wealth Management LLC
N/A—63-63-100%$3.8K———
Showing 152 of 152 institutions