Eaton Vance ENH EQT Inc II (EOS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares392,366 from 431,821

Change-39,455 (-9%)

Value$8.4M (-$1.2M)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares339,442 from 234,726

Change+104,716 (+45%)

Value$7.2M (+$2.1M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares327,133 from 332,463

Change-5,330 (-2%)

Value$7.0M (-$359.6K)

Filed 2026-11-02

Shaker Financial Services, LLC

INCREASED

Shares253,907 from 238,696

Change+15,211 (+6%)

Value$5.4M (+$147.4K)

Filed 2026-10-14

Allspring Global Investments Holdings, LLC

INCREASED

Shares164,410 from 42,291

Change+122,119 (+289%)

Value$3.5M (+$2.6M)

Filed 2026-11-04

Larson Financial Group LLC

INCREASED

Shares152,384 from 145,361

Change+7,023 (+5%)

Value$3.2M (+$42.0K)

Filed 2026-11-05

JBR Co Financial Management Inc

DECREASED

Shares147,895 from 148,654

Change-759 (-1%)

Value$3.3M (-$7.9K)

Filed 2026-10-13

Chung Wu Investment Group, LLC

DECREASED

Shares145,210 from 147,810

Change-2,600 (-2%)

Value$3.1M (-$164.8K)

Filed 2026-11-03

Park Avenue Securities LLC

INCREASED

Shares91,331 from 88,331

Change+3,000 (+3%)

Value$1.9M (-$2.0K)

Filed 2026-10-26

Indivisible Partners

INCREASED

Shares89,598 from 74,825

Change+14,773 (+20%)

Value$1.9M (+$259.3K)

Filed 2026-10-26

Roman Butler Fullerton & Co

INCREASED

Shares89,174 from 87,872

Change+1,302 (+1%)

Value$1.9M (-$96.0K)

Filed 2026-10-27

PMG Family Office LLC

INCREASED

Shares88,220 from 86,755

Change+1,465 (+2%)

Value$1.9M (-$33.0K)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares71,764 from 70,399

Change+1,365 (+2%)

Value$1.5M (-$23.0K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares51,474 from 43,364

Change+8,110 (+19%)

Value$1.1M (+$140.0K)

Filed 2026-11-02

Oppenheimer & Co Inc

INCREASED

Shares49,574 from 45,118

Change+4,456 (+10%)

Value$1.1M (+$61.5K)

Filed 2026-10-26

Lynx Investment Advisory

INCREASED

Shares49,323 from 45,996

Change+3,327 (+7%)

Value$1.1M (+$36.8K)

Filed 2026-10-27

TBH Global Asset Management, LLC

UNCHANGED

Shares39,474 from 39,474

Change0 (0%)

Value$840.8K (-$29.2K)

Filed 2026-11-03

D.A. Davidson & Co.

UNCHANGED

Shares32,124 from 32,124

Change0 (0%)

Value$684.2K (-$23.8K)

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares31,103 from 32,136

Change-1,033 (-3%)

Value$662.5K (-$45.8K)

Filed 2026-10-30

Davenport & Co LLC

NEW

Shares29,092

Change+29,092

Value$619.7K

Filed 2026-10-14

Todd Wealth Management, LLC

DECREASED

Shares27,499 from 27,655

Change-156 (-1%)

Value$585.7K (-$23.8K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

INCREASED

Shares26,055 from 22,547

Change+3,508 (+16%)

Value$555.0K (+$58.0K)

Filed 2026-11-05

Lanark Financial, Inc.

UNCHANGED

Shares23,850 from 23,850

Change0 (0%)

Value$508.0K (-$17.6K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares23,030 from 24,033

Change-1,003 (-4%)

Value$490.5K (-$39.1K)

Filed 2026-10-08

Creative Planning

INCREASED

Shares21,291 from 20,174

Change+1,117 (+6%)

Value$453.5K (+$8.9K)

Filed 2026-11-02

Global Assets Advisory, LLC

DECREASED

Shares20,145 from 27,708

Change-7,563 (-27%)

Value$428.9K (-$183.6K)

Filed 2026-10-28

Abel Hall, LLC

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$404.7K (-$14.1K)

Filed 2026-10-19

Wesbanco Bank Inc

DECREASED

Shares18,331 from 30,256

Change-11,925 (-39%)

Value$390.5K (-$276.4K)

Filed 2026-11-04

Commons Capital, LLC

DECREASED

Shares17,432 from 19,370

Change-1,938 (-10%)

Value$371.3K (-$55.6K)

Filed 2026-11-05

Integrated Capital Management, Inc.

DECREASED

Shares16,830 from 17,263

Change-433 (-3%)

Value$358.5K (-$22.0K)

Filed 2026-10-09

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares16,698 from 16,556

Change+142 (+1%)

Value$357.8K (-$9.9K)

Filed 2026-10-13

Formidable Asset Management, LLC

UNCHANGED

Shares16,474 from 16,474

Change0 (0%)

Value$363.1K (+$26.0K)

Filed 2026-11-03

Costello Asset Management, Inc

DECREASED

Shares16,047 from 16,574

Change-527 (-3%)

Value$341.8K (-$23.5K)

Filed 2026-10-30

Savant Capital, LLC

DECREASED

Shares15,500 from 15,730

Change-230 (-1%)

Value$330.2K (-$16.5K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares15,199 from 15,999

Change-800 (-5%)

Value$323.7K (-$28.9K)

Filed 2026-11-06

Flagship Harbor Advisors, LLC

UNCHANGED

Shares15,147 from 15,147

Change0 (0%)

Value$322.6K (-$11.2K)

Filed 2026-10-26

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares14,947 from 14,947

Change0 (0%)

Value$318.4K (-$11.1K)

Filed 2026-10-30

UMB Bank, n.a.

UNCHANGED

Shares13,437 from 13,437

Change0 (0%)

Value$286.2K (-$9.9K)

Filed 2026-11-06

City Center Advisors, LLC

DECREASED

Shares13,375 from 16,337

Change-2,962 (-18%)

Value$284.9K (-$75.2K)

Filed 2026-10-08

Diversified Enterprises, LLC

INCREASED

Shares12,518 from 12,433

Change+85 (+1%)

Value$266.6K (-$7.4K)

Filed 2026-10-19

Discipline Wealth Solutions, LLC

INCREASED

Shares12,099 from 10,969

Change+1,130 (+10%)

Value$257.7K (+$16.0K)

Filed 2026-10-14

Compass Planning Associates Inc

DECREASED

Shares12,000 from 17,217

Change-5,217 (-30%)

Value$255.6K (-$123.9K)

Filed 2026-10-13

B. Riley Wealth Advisors, Inc.

DECREASED

Shares11,249 from 11,667

Change-418 (-4%)

Value$239.6K (-$14.5K)

Filed 2026-10-13

Perigon Wealth Management, LLC

DECREASED

Shares10,881 from 12,381

Change-1,500 (-12%)

Value$231.8K (-$41.1K)

Filed 2026-10-22

Altus Wealth Group LLC

INCREASED

Shares10,812 from 10,667

Change+145 (+1%)

Value$230.3K (-$4.8K)

Filed 2026-10-20

Shulman DeMeo Asset Management LLC

DECREASED

Shares10,272 from 10,346

Change-74 (-1%)

Value$218.4K (-$9.6K)

Filed 2026-10-09

Stockman Wealth Management, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$213.0K (-$7.4K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

NEW

Shares9,979

Change+9,979

Value$212.5K

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares9,835 from 9,835

Change0 (0%)

Value$209.5K (-$7.3K)

Filed 2026-11-05

Burk Holdings LLC

DECREASED

Shares9,599 from 10,274

Change-675 (-7%)

Value$204.5K (-$22.0K)

Filed 2026-11-05

Spire Wealth Management

DECREASED

Shares8,554 from 9,589

Change-1,035 (-11%)

Value$182.2K (-$29.1K)

Filed 2026-10-30

Fairman Group, LLC

DECREASED

Shares7,062 from 10,255

Change-3,193 (-31%)

Value$150.4K (-$75.6K)

Filed 2026-10-26

Blue Bell Private Wealth Management, LLC

INCREASED

Shares6,322 from 3,822

Change+2,500 (+65%)

Value$134.7K (+$50.4K)

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares4,090 from 4,090

Change0 (0%)

Value$90.1K ($0)

Filed 2026-11-06

Harbor Investment Advisory, LLC

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$80.9K (-$2.8K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares3,175 from 4,116

Change-941 (-23%)

Value$67.6K (-$23.1K)

Filed 2026-11-05

CGC Financial Services, LLC

UNCHANGED

Shares3,002 from 3,002

Change0 (0%)

Value$63.9K (-$2.2K)

Filed 2026-10-13

Washington Trust Advisors, Inc.

UNCHANGED

Shares2,965 from 2,965

Change0 (0%)

Value$63.2K (-$2.2K)

Filed 2026-10-22

American Capital Advisory, LLC

UNCHANGED

Shares2,725 from 2,725

Change0 (0%)

Value$58.0K (-$2.0K)

Filed 2026-10-28

Kentucky Trust Co

UNCHANGED

Shares2,225 from 2,225

Change0 (0%)

Value$47.4K (-$1.6K)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$42.6K (-$1.5K)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$42.6K (-$1.5K)

Filed 2026-11-03

Bokf, NA

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$32.0K (-$1.1K)

Filed 2026-10-27

Birch Financial Group, LLC

NEW

Shares1,181

Change+1,181

Value$25.1K

Filed 2026-10-27

Armstrong Advisory Group, Inc

INCREASED

Shares1,113 from 1,090

Change+23 (+2%)

Value$23.7K (-$307)

Filed 2026-10-09

Fortis Group Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$21.3K (-$740)

Filed 2026-11-06

City Holding Co

UNCHANGED

Shares960 from 960

Change0 (0%)

Value$20.4K (-$710)

Filed 2026-10-19

Cassaday & Co Wealth Management LLC

NEW

Shares865

Change+865

Value$18.4K

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares820 from 820

Change0 (0%)

Value$17.5K (-$607)

Filed 2026-10-20

Clearstead Advisors, LLC

INCREASED

Shares632 from 618

Change+14 (+2%)

Value$13.5K (-$173)

Filed 2026-11-06

Meriwether Wealth & Planning, LLC

NEW

Shares515

Change+515

Value$11.0K

Filed 2026-10-13

Piscataqua Savings Bank

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$8.7K (-$304)

Filed 2026-10-21

Planning Strategies Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$8.5K (-$296)

Filed 2026-10-02

Gamma Investing LLC

NEW

Shares350

Change+350

Value$7.5K

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares230

Change+230

Value$4.9K

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$2.7K (-$92)

Filed 2026-10-19

JFS Wealth Advisors, LLC

UNCHANGED

Shares89 from 89

Change0 (0%)

Value$1.9K (-$66)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares40

Change+40

Value$852

Filed 2026-10-21

Calamos Advisors LLC

CLOSED

Shares0 from 44,409

Change-44,409 (-100%)

Value$0 (-$978.8K)

Filed 2026-11-02

Traynor Capital Management, Inc.

CLOSED

Shares0 from 9,295

Change-9,295 (-100%)

Value$0 (-$204.9K)

Filed 2026-10-29

SP Asset Management LLC

CLOSED

Shares0 from 9,124

Change-9,124 (-100%)

Value$0 (-$201.1K)

Filed 2026-11-05

Axiom Investment Management LLC

CLOSED

Shares0 from 7,160

Change-7,160 (-100%)

Value$0 (-$157.8K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 2,751

Change-2,751 (-100%)

Value$0 (-$60.0K)

Filed 2026-10-16

MCF Advisors LLC

CLOSED

Shares0 from 1,427

Change-1,427 (-100%)

Value$0 (-$31.5K)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$16.5K)

Filed 2026-11-06

Morgan Stanley

N/A

Shares— from 1,239,124

Change-1,239,124 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,100,999

Change-1,100,999 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 758,767

Change-758,767 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 738,672

Change-738,672 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 722,969

Change-722,969 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 676,679

Change-676,679 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 661,124

Change-661,124 (-100%)

Value—

UBS Group AG

N/A

Shares— from 385,025

Change-385,025 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 381,035

Change-381,035 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 271,104

Change-271,104 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 211,237

Change-211,237 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 174,355

Change-174,355 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 143,241

Change-143,241 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 134,329

Change-134,329 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 123,026

Change-123,026 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 114,311

Change-114,311 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 103,085

Change-103,085 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 95,109

Change-95,109 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 87,405

Change-87,405 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 78,712

Change-78,712 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 77,360

Change-77,360 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 57,450

Change-57,450 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 52,930

Change-52,930 (-100%)

Value—

&partners

N/A

Shares— from 43,351

Change-43,351 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 37,718

Change-37,718 (-100%)

Value—

Chancellor Financial Group WB LP

N/A

Shares— from 35,613

Change-35,613 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 28,734

Change-28,734 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 28,233

Change-28,233 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 27,311

Change-27,311 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 26,776

Change-26,776 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 26,439

Change-26,439 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 22,291

Change-22,291 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 21,425

Change-21,425 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 20,794

Change-20,794 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 20,740

Change-20,740 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,724

Change-19,724 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 19,033

Change-19,033 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 17,764

Change-17,764 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 17,138

Change-17,138 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,384

Change-13,384 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 13,166

Change-13,166 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 13,011

Change-13,011 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 11,950

Change-11,950 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 9,860

Change-9,860 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,405

Change-9,405 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,351

Change-9,351 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,380

Change-8,380 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,250

Change-7,250 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 3,550

Change-3,550 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 3,033

Change-3,033 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 2,550

Change-2,550 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,761

Change-1,761 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,645

Change-1,645 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,565

Change-1,565 (-100%)

Value—

CNB Bank

N/A

Shares— from 1,130

Change-1,130 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 917

Change-917 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 245

Change-245 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 112

Change-112 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	392,366	431,821	-39,455	-9%	$9.5M	$8.4M	-$1.2M	2026-11-06
Wolverine Asset Management LLC	INCREASED	339,442	234,726	+104,716	+45%	$5.2M	$7.2M	+$2.1M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	327,133	332,463	-5,330	-2%	$7.3M	$7.0M	-$359.6K	2026-11-02
Shaker Financial Services, LLC	INCREASED	253,907	238,696	+15,211	+6%	$5.3M	$5.4M	+$147.4K	2026-10-14
Allspring Global Investments Holdings, LLC	INCREASED	164,410	42,291	+122,119	+289%	$932.1K	$3.5M	+$2.6M	2026-11-04
Larson Financial Group LLC	INCREASED	152,384	145,361	+7,023	+5%	$3.2M	$3.2M	+$42.0K	2026-11-05
JBR Co Financial Management Inc	DECREASED	147,895	148,654	-759	-1%	$3.3M	$3.3M	-$7.9K	2026-10-13
Chung Wu Investment Group, LLC	DECREASED	145,210	147,810	-2,600	-2%	$3.3M	$3.1M	-$164.8K	2026-11-03
Park Avenue Securities LLC	INCREASED	91,331	88,331	+3,000	+3%	$1.9M	$1.9M	-$2.0K	2026-10-26
Indivisible Partners	INCREASED	89,598	74,825	+14,773	+20%	$1.6M	$1.9M	+$259.3K	2026-10-26
Roman Butler Fullerton & Co	INCREASED	89,174	87,872	+1,302	+1%	$1.9M	$1.9M	-$96.0K	2026-10-27
PMG Family Office LLC	INCREASED	88,220	86,755	+1,465	+2%	$1.9M	$1.9M	-$33.0K	2026-10-19
Kestra Advisory Services, LLC	INCREASED	71,764	70,399	+1,365	+2%	$1.6M	$1.5M	-$23.0K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	51,474	43,364	+8,110	+19%	$956.0K	$1.1M	+$140.0K	2026-11-02
Oppenheimer & Co Inc	INCREASED	49,574	45,118	+4,456	+10%	$994.4K	$1.1M	+$61.5K	2026-10-26
Lynx Investment Advisory	INCREASED	49,323	45,996	+3,327	+7%	$1.0M	$1.1M	+$36.8K	2026-10-27
TBH Global Asset Management, LLC	UNCHANGED	39,474	39,474	0	0%	$870.0K	$840.8K	-$29.2K	2026-11-03
D.A. Davidson & Co.	UNCHANGED	32,124	32,124	0	0%	$708.0K	$684.2K	-$23.8K	2026-10-28
Truist Financial Corp	DECREASED	31,103	32,136	-1,033	-3%	$708.3K	$662.5K	-$45.8K	2026-10-30
Davenport & Co LLC	NEW	29,092	—	+29,092	—	—	$619.7K	—	2026-10-14
Todd Wealth Management, LLC	DECREASED	27,499	27,655	-156	-1%	$609.5K	$585.7K	-$23.8K	2026-10-19
J.W. Cole Advisors, Inc.	INCREASED	26,055	22,547	+3,508	+16%	$496.9K	$555.0K	+$58.0K	2026-11-05
Lanark Financial, Inc.	UNCHANGED	23,850	23,850	0	0%	$525.7K	$508.0K	-$17.6K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	23,030	24,033	-1,003	-4%	$529.7K	$490.5K	-$39.1K	2026-10-08
Creative Planning	INCREASED	21,291	20,174	+1,117	+6%	$444.6K	$453.5K	+$8.9K	2026-11-02
Global Assets Advisory, LLC	DECREASED	20,145	27,708	-7,563	-27%	$612.5K	$428.9K	-$183.6K	2026-10-28
Abel Hall, LLC	UNCHANGED	19,000	19,000	0	0%	$418.8K	$404.7K	-$14.1K	2026-10-19
Wesbanco Bank Inc	DECREASED	18,331	30,256	-11,925	-39%	$666.8K	$390.5K	-$276.4K	2026-11-04
Commons Capital, LLC	DECREASED	17,432	19,370	-1,938	-10%	$426.9K	$371.3K	-$55.6K	2026-11-05
Integrated Capital Management, Inc.	DECREASED	16,830	17,263	-433	-3%	$380.5K	$358.5K	-$22.0K	2026-10-09
Wealth Enhancement Advisory Services, LLC	INCREASED	16,698	16,556	+142	+1%	$367.7K	$357.8K	-$9.9K	2026-10-13
Formidable Asset Management, LLC	UNCHANGED	16,474	16,474	0	0%	$337.1K	$363.1K	+$26.0K	2026-11-03
Costello Asset Management, Inc	DECREASED	16,047	16,574	-527	-3%	$365.3K	$341.8K	-$23.5K	2026-10-30
Savant Capital, LLC	DECREASED	15,500	15,730	-230	-1%	$346.7K	$330.2K	-$16.5K	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	15,199	15,999	-800	-5%	$352.6K	$323.7K	-$28.9K	2026-11-06
Flagship Harbor Advisors, LLC	UNCHANGED	15,147	15,147	0	0%	$333.8K	$322.6K	-$11.2K	2026-10-26
Cordgrass Capital Advisors, LLC	UNCHANGED	14,947	14,947	0	0%	$329.4K	$318.4K	-$11.1K	2026-10-30
UMB Bank, n.a.	UNCHANGED	13,437	13,437	0	0%	$296.2K	$286.2K	-$9.9K	2026-11-06
City Center Advisors, LLC	DECREASED	13,375	16,337	-2,962	-18%	$360.1K	$284.9K	-$75.2K	2026-10-08
Diversified Enterprises, LLC	INCREASED	12,518	12,433	+85	+1%	$274.0K	$266.6K	-$7.4K	2026-10-19
Discipline Wealth Solutions, LLC	INCREASED	12,099	10,969	+1,130	+10%	$241.8K	$257.7K	+$16.0K	2026-10-14
Compass Planning Associates Inc	DECREASED	12,000	17,217	-5,217	-30%	$379.5K	$255.6K	-$123.9K	2026-10-13
B. Riley Wealth Advisors, Inc.	DECREASED	11,249	11,667	-418	-4%	$254.1K	$239.6K	-$14.5K	2026-10-13
Perigon Wealth Management, LLC	DECREASED	10,881	12,381	-1,500	-12%	$272.9K	$231.8K	-$41.1K	2026-10-22
Altus Wealth Group LLC	INCREASED	10,812	10,667	+145	+1%	$235.1K	$230.3K	-$4.8K	2026-10-20
Shulman DeMeo Asset Management LLC	DECREASED	10,272	10,346	-74	-1%	$228.0K	$218.4K	-$9.6K	2026-10-09
Stockman Wealth Management, Inc.	UNCHANGED	10,000	10,000	0	0%	$220.4K	$213.0K	-$7.4K	2026-10-27
Concurrent Investment Advisors, LLC	NEW	9,979	—	+9,979	—	—	$212.5K	—	2026-10-16
US Bancorp \de\	UNCHANGED	9,835	9,835	0	0%	$216.8K	$209.5K	-$7.3K	2026-11-05
Burk Holdings LLC	DECREASED	9,599	10,274	-675	-7%	$226.4K	$204.5K	-$22.0K	2026-11-05
Spire Wealth Management	DECREASED	8,554	9,589	-1,035	-11%	$211.3K	$182.2K	-$29.1K	2026-10-30
Fairman Group, LLC	DECREASED	7,062	10,255	-3,193	-31%	$226.0K	$150.4K	-$75.6K	2026-10-26
Blue Bell Private Wealth Management, LLC	INCREASED	6,322	3,822	+2,500	+65%	$84.2K	$134.7K	+$50.4K	2026-10-29
Allworth Financial LP	UNCHANGED	4,090	4,090	0	0%	$90.1K	$90.1K	$0	2026-11-06
Harbor Investment Advisory, LLC	UNCHANGED	3,800	3,800	0	0%	$83.8K	$80.9K	-$2.8K	2026-10-13
Fifth Third Bancorp	DECREASED	3,175	4,116	-941	-23%	$90.7K	$67.6K	-$23.1K	2026-11-05
CGC Financial Services, LLC	UNCHANGED	3,002	3,002	0	0%	$66.2K	$63.9K	-$2.2K	2026-10-13
Washington Trust Advisors, Inc.	UNCHANGED	2,965	2,965	0	0%	$65.3K	$63.2K	-$2.2K	2026-10-22
American Capital Advisory, LLC	UNCHANGED	2,725	2,725	0	0%	$60.1K	$58.0K	-$2.0K	2026-10-28
Kentucky Trust Co	UNCHANGED	2,225	2,225	0	0%	$49.0K	$47.4K	-$1.6K	2026-10-15
EverSource Wealth Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$44.1K	$42.6K	-$1.5K	2026-11-04
Parallel Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$44.1K	$42.6K	-$1.5K	2026-11-03
Bokf, NA	UNCHANGED	1,500	1,500	0	0%	$33.1K	$32.0K	-$1.1K	2026-10-27
Birch Financial Group, LLC	NEW	1,181	—	+1,181	—	—	$25.1K	—	2026-10-27
Armstrong Advisory Group, Inc	INCREASED	1,113	1,090	+23	+2%	$24.0K	$23.7K	-$307	2026-10-09
Fortis Group Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$22.0K	$21.3K	-$740	2026-11-06
City Holding Co	UNCHANGED	960	960	0	0%	$21.1K	$20.4K	-$710	2026-10-19
Cassaday & Co Wealth Management LLC	NEW	865	—	+865	—	—	$18.4K	—	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	820	820	0	0%	$18.1K	$17.5K	-$607	2026-10-20
Clearstead Advisors, LLC	INCREASED	632	618	+14	+2%	$13.6K	$13.5K	-$173	2026-11-06
Meriwether Wealth & Planning, LLC	NEW	515	—	+515	—	—	$11.0K	—	2026-10-13
Piscataqua Savings Bank	UNCHANGED	410	410	0	0%	$9.0K	$8.7K	-$304	2026-10-21
Planning Strategies Inc.	UNCHANGED	400	400	0	0%	$8.8K	$8.5K	-$296	2026-10-02
Gamma Investing LLC	NEW	350	—	+350	—	—	$7.5K	—	2026-10-08
Provenance Wealth Advisors, LLC	NEW	230	—	+230	—	—	$4.9K	—	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	125	125	0	0%	$2.8K	$2.7K	-$92	2026-10-19
JFS Wealth Advisors, LLC	UNCHANGED	89	89	0	0%	$2.0K	$1.9K	-$66	2026-11-03
Root Financial Partners, LLC	NEW	40	—	+40	—	—	$852	—	2026-10-21
Calamos Advisors LLC	CLOSED	0	44,409	-44,409	-100%	$978.8K	$0	-$978.8K	2026-11-02
Traynor Capital Management, Inc.	CLOSED	0	9,295	-9,295	-100%	$204.9K	$0	-$204.9K	2026-10-29
SP Asset Management LLC	CLOSED	0	9,124	-9,124	-100%	$201.1K	$0	-$201.1K	2026-11-05
Axiom Investment Management LLC	CLOSED	0	7,160	-7,160	-100%	$157.8K	$0	-$157.8K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	2,751	-2,751	-100%	$60.0K	$0	-$60.0K	2026-10-16
MCF Advisors LLC	CLOSED	0	1,427	-1,427	-100%	$31.5K	$0	-$31.5K	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	750	-750	-100%	$16.5K	$0	-$16.5K	2026-11-06
Morgan Stanley	N/A	—	1,239,124	-1,239,124	-100%	$27.3M	—	—	—
Bank of America Corp	N/A	—	1,100,999	-1,100,999	-100%	$24.3M	—	—	—
Wells Fargo & Company	N/A	—	758,767	-758,767	-100%	$16.7M	—	—	—
Guggenheim Capital LLC	N/A	—	738,672	-738,672	-100%	$16.3M	—	—	—
Invesco Ltd.	N/A	—	722,969	-722,969	-100%	$15.9M	—	—	—
Raymond James Financial Inc	N/A	—	676,679	-676,679	-100%	$14.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	661,124	-661,124	-100%	$14.6M	—	—	—
UBS Group AG	N/A	—	385,025	-385,025	-100%	$8.5M	—	—	—
Royal Bank of Canada	N/A	—	381,035	-381,035	-100%	$8.4M	—	—	—
1607 Capital Partners, LLC	N/A	—	271,104	-271,104	-100%	$6.0M	—	—	—
Karpus Management, Inc.	N/A	—	211,237	-211,237	-100%	$4.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	174,355	-174,355	-100%	$3.8M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	143,241	-143,241	-100%	$3.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	134,329	-134,329	-100%	$3.0M	—	—	—
Ameriprise Financial Inc	N/A	—	123,026	-123,026	-100%	$2.7M	—	—	—
Cetera Investment Advisers	N/A	—	114,311	-114,311	-100%	$2.5M	—	—	—
Fund Advisors of America Inc	N/A	—	103,085	-103,085	-100%	$2.3M	—	—	—
Logan Stone Capital, LLC	N/A	—	95,109	-95,109	-100%	$2.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	87,405	-87,405	-100%	$1.9M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	78,712	-78,712	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	77,360	-77,360	-100%	$1.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	57,450	-57,450	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	52,930	-52,930	-100%	$1.2M	—	—	—
&partners	N/A	—	43,351	-43,351	-100%	$955.6K	—	—	—
Two Sigma Investments, LP	N/A	—	37,718	-37,718	-100%	$831.3K	—	—	—
Chancellor Financial Group WB LP	N/A	—	35,613	-35,613	-100%	$784.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	28,734	-28,734	-100%	$633.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	28,233	-28,233	-100%	$622.3K	—	—	—
XTX Topco Ltd	N/A	—	27,311	-27,311	-100%	$601.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	26,776	-26,776	-100%	$590.2K	—	—	—
Tyche Wealth Partners LLC	N/A	—	26,439	-26,439	-100%	$582.7K	—	—	—
World Investment Advisors	N/A	—	22,291	-22,291	-100%	$473.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	21,425	-21,425	-100%	$472.2K	—	—	—
HighTower Advisors, LLC	N/A	—	20,794	-20,794	-100%	$458.3K	—	—	—
Summit Financial, LLC	N/A	—	20,740	-20,740	-100%	$457.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,724	-19,724	-100%	$435.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	19,033	-19,033	-100%	$419.5K	—	—	—
Colonial Trust Co / SC	N/A	—	17,764	-17,764	-100%	$391.5K	—	—	—
Kovack Advisors, Inc.	N/A	—	17,138	-17,138	-100%	$378.6K	—	—	—
Mariner, LLC	N/A	—	13,384	-13,384	-100%	$295.0K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	13,166	-13,166	-100%	$290.2K	—	—	—
Empirical Asset Management, LLC	N/A	—	13,011	-13,011	-100%	$286.8K	—	—	—
ST Germain D J Co Inc	N/A	—	11,950	-11,950	-100%	$263.4K	—	—	—
Neuberger Berman Group LLC	N/A	—	10,600	-10,600	-100%	$233.6K	—	—	—
Baird Financial Group, Inc.	N/A	—	9,860	-9,860	-100%	$217.3K	—	—	—
MML Investors Services, LLC	N/A	—	9,405	-9,405	-100%	$207.3K	—	—	—
Advisory Services Network, LLC	N/A	—	9,351	-9,351	-100%	$206.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,380	-8,380	-100%	$184.7K	—	—	—
Harbour Investments, Inc.	N/A	—	7,250	-7,250	-100%	$159.8K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	3,550	-3,550	-100%	$78.2K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	3,033	-3,033	-100%	$66.8K	—	—	—
Ameriflex Group, Inc.	N/A	—	2,550	-2,550	-100%	$56.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,761	-1,761	-100%	$38.8K	—	—	—
IFG Advisory, LLC	N/A	—	1,645	-1,645	-100%	$36.3K	—	—	—
BFC Planning, Inc.	N/A	—	1,565	-1,565	-100%	$34.5K	—	—	—
CNB Bank	N/A	—	1,130	-1,130	-100%	$24.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,100	-1,100	-100%	$23.5K	—	—	—
Allied Private Wealth LLC	N/A	—	1,021	-1,021	-100%	$22.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	917	-917	-100%	$20.2K	—	—	—
JPMorgan Chase & Co	N/A	—	245	-245	-100%	$5.3K	—	—	—
Fiduciary Financial Advisors	N/A	—	112	-112	-100%	$2.5K	—	—	—

Showing 146 of 146 institutions