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Eaton Vance Tax-Adv DVD Inc (XEVTX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Joel Isaacson & Co., LLC
DECREASED
Shares705,622 from 727,304
Change-21,682 (-3%)
Value$19.7M (-$437.9K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares596,583 from 538,364
Change+58,219 (+11%)
Value$16.7M (+$1.7M)
Filed 2026-11-06
Kingstone Capital Partners Texas, LLC
INCREASED
Shares384,058 from 369,491
Change+14,567 (+4%)
Value$10.7M (+$491.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares159,921 from 153,941
Change+5,980 (+4%)
Value$4.4M (+$221.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares154,389 from 12,943
Change+141,446 (+1093%)
Value$4.3M (+$4.0M)
Filed 2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED
Shares132,653 from 128,835
Change+3,818 (+3%)
Value$3.7M (+$136.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares132,276 from 120,199
Change+12,077 (+10%)
Value$3.7M (+$364.7K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares113,141 from 115,599
Change-2,458 (-2%)
Value$3.2M (-$42.0K)
Filed 2026-10-30
Formidable Asset Management, LLC
DECREASED
Shares110,513 from 112,161
Change-1,648 (-1%)
Value$3.1M (+$305.4K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares109,430 from 98,412
Change+11,018 (+11%)
Value$3.1M (+$330.1K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares100,498 from 64,791
Change+35,707 (+55%)
Value$2.8M (+$1.0M)
Filed 2026-10-23
Shaker Financial Services, LLC
NEW
Shares94,702
Change+94,702
Value$2.6M
Filed 2026-10-14
MRA Advisory Group
INCREASED
Shares89,773 from 89,137
Change+636 (+1%)
Value$2.5M (+$38.2K)
Filed 2026-10-07
True North Advisors, LLC
INCREASED
Shares86,922 from 27,000
Change+59,922 (+222%)
Value$2.4M (+$1.7M)
Filed 2026-10-22
PMG Family Office LLC
INCREASED
Shares84,307 from 82,310
Change+1,997 (+2%)
Value$2.4M (+$74.7K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,059 from 76,194
Change-3,135 (-4%)
Value$2.0K (-$2.1M)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares72,433 from 74,654
Change-2,221 (-3%)
Value$2.0M (-$44.8K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares58,082 from 56,082
Change+2,000 (+4%)
Value$1.6M (+$68.7K)
Filed 2026-11-06
Meridian Wealth Management, LLC
INCREASED
Shares46,606 from 46,138
Change+468 (+1%)
Value$1.3M (+$23.7K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares43,212 from 34,428
Change+8,784 (+26%)
Value$1.2M (+$236.3K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares28,170 from 30,567
Change-2,397 (-8%)
Value$786.2K (-$59.9K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares27,235 from 27,347
Change-112 (0%)
Value$760.1K (+$3.2K)
Filed 2026-10-23
Live Oak Private Wealth LLC
UNCHANGED
Shares24,589 from 24,589
Change0 (0%)
Value$686.3K (+$5.7K)
Filed 2026-11-02
Commons Capital, LLC
DECREASED
Shares23,808 from 24,031
Change-223 (-1%)
Value$664.5K (-$677)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares23,131 from 26,306
Change-3,175 (-12%)
Value$645.6K (-$82.6K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares21,957 from 21,769
Change+188 (+1%)
Value$612.8K (+$10.3K)
Filed 2026-10-21
Summit Investment Advisory Services, LLC
INCREASED
Shares20,918 from 19,719
Change+1,199 (+6%)
Value$583.8K (+$38.0K)
Filed 2026-11-03
Shikiar Asset Management Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$558 (-$553.4K)
Filed 2026-10-20
JGP Wealth Management, LLC
UNCHANGED
Shares18,938 from 18,938
Change0 (0%)
Value$528.6K (+$4.4K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares17,919 from 18,854
Change-935 (-5%)
Value$500.1K (-$21.8K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares17,899 from 18,599
Change-700 (-4%)
Value$499.6K (-$15.3K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares17,544 from 17,242
Change+302 (+2%)
Value$489.7K (+$12.4K)
Filed 2026-11-04
Financial Security Advisor, Inc.
INCREASED
Shares16,000 from 12,500
Change+3,500 (+28%)
Value$446.6K (+$100.6K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
DECREASED
Shares15,480 from 16,637
Change-1,157 (-7%)
Value$432.0K (-$28.5K)
Filed 2026-10-14
Richmond Investment Services, LLC
DECREASED
Shares14,934 from 15,107
Change-173 (-1%)
Value$416.8K (-$1.3K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares14,381 from 12,754
Change+1,627 (+13%)
Value$401.4K (+$48.3K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares13,832 from 13,832
Change0 (0%)
Value$382.9K ($0)
Filed 2026-11-06
Lido Advisors, LLC
NEW
Shares13,578
Change+13,578
Value$379.0K
Filed 2026-11-04
Deutsche Bank Ag\
NEW
Shares13,298
Change+13,298
Value$371.1K
Filed 2026-11-06
Stevens Capital Partners
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$362.8K (+$3.0K)
Filed 2026-10-29
Abel Hall, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$362.8K (+$3.0K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares11,979 from 11,973
Change+6 (+0%)
Value$334 (-$330.7K)
Filed 2026-10-22
Vista Investment Partners II, LLC
INCREASED
Shares11,625 from 8,496
Change+3,129 (+37%)
Value$324.5K (+$89.3K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares11,086 from 11,047
Change+39 (+0%)
Value$309.4K (+$3.6K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares10,415 from 10,915
Change-500 (-5%)
Value$290.7K (-$11.4K)
Filed 2026-10-13
Axiom Investment Management LLC
DECREASED
Shares9,841 from 9,960
Change-119 (-1%)
Value$274.6K (-$1.0K)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
DECREASED
Shares9,723 from 13,515
Change-3,792 (-28%)
Value$271.4K (-$102.7K)
Filed 2026-11-03
SMH Capital Advisors Inc
INCREASED
Shares9,603 from 9,347
Change+256 (+3%)
Value$268.0K (+$9.3K)
Filed 2026-10-29
North Star Investment Management Corp.
DECREASED
Shares9,544 from 10,894
Change-1,350 (-12%)
Value$266.4K (-$35.2K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares9,418 from 13,492
Change-4,074 (-30%)
Value$262.9K (-$110.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
NEW
Shares8,665
Change+8,665
Value$241.8K
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares8,434 from 8,288
Change+146 (+2%)
Value$235.4K (+$6.0K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$212 (-$208.8K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares4,958 from 168
Change+4,790 (+2851%)
Value$138.4K (+$133.7K)
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$135.4K (+$1.1K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares4,799 from 5,268
Change-469 (-9%)
Value$133.9K (-$11.9K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares4,036
Change+4,036
Value$112.6K
Filed 2026-11-05
Harbour Investments, Inc.
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$96.3K (+$794)
Filed 2026-11-09
Fifth Third Bancorp
UNCHANGED
Shares3,159 from 3,159
Change0 (0%)
Value$88.2K (+$726)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares3,145 from 3,145
Change0 (0%)
Value$87.8K (+$723)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares3,119 from 3,119
Change0 (0%)
Value$87.1K (+$717)
Filed 2026-10-08
Bank & Trust Co
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$76.2K (+$627)
Filed 2026-10-07
Salomon & Ludwin, LLC
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$57.2K (+$246)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares2,047 from 305
Change+1,742 (+571%)
Value$57.1K (+$48.7K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares1,600
Change+1,600
Value$44.7K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares1,600 from 1,500
Change+100 (+7%)
Value$44.7K (+$3.1K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$41.9K (+$345)
Filed 2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$38.5K (+$317)
Filed 2026-10-15
US Bancorp \de\
NEW
Shares1,200
Change+1,200
Value$33.5K
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$30.9K (+$254)
Filed 2026-10-21
N.E.W. Advisory Services LLC
INCREASED
Shares1,036 from 1,018
Change+18 (+2%)
Value$28.9K (+$729)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares923 from 920
Change+3 (+0%)
Value$25.8K (+$303)
Filed 2026-10-08
Birchwood Financial Partners, Inc.
DECREASED
Shares878 from 3,685
Change-2,807 (-76%)
Value$24.5K (-$77.5K)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$22.8K (+$188)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$19.5K (+$161)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED
Shares486 from 1,244
Change-758 (-61%)
Value$13.6K (-$20.9K)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares258
Change+258
Value$7.2K
Filed 2026-11-05
MB, Levis & Associates, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$5.6K (+$46)
Filed 2026-10-16
Kennebec Savings Bank
DECREASED
Shares196 from 796
Change-600 (-75%)
Value$5.5K (-$16.6K)
Filed 2026-10-22
City State Bank
NEW
Shares9
Change+9
Value$251
Filed 2026-10-20
IFG Advisory, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$263 (+$5)
Filed 2026-11-09
PlanVest Financial, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$220 (+$6)
Filed 2026-11-09
Hantz Financial Services, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
Stonebridge Financial Planning Group, LLC
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$359.8K)
Filed 2026-11-06
HBK Sorce Advisory LLC
CLOSED
Shares0 from 11,650
Change-11,650 (-100%)
Value$0 (-$334.0K)
Filed 2026-11-06
Wolverine Asset Management LLC
CLOSED
Shares0 from 8,873
Change-8,873 (-100%)
Value$0 (-$245.6K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 5,108
Change-5,108 (-100%)
Value$0 (-$141.4K)
Filed 2026-11-06
Geneos Wealth Management Inc.
CLOSED
Shares0 from 2,960
Change-2,960 (-100%)
Value$0 (-$81.9K)
Filed 2026-11-09
Noble Wealth Management PBC
CLOSED
Shares0 from 2,604
Change-2,604 (-100%)
Value$0 (-$72.1K)
Filed 2026-10-01
Concord Wealth Partners
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-09
Community Financial Services Group, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-26
1607 Capital Partners, LLC
N/A
Shares— from 1,893,904
Change-1,893,904 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,020,608
Change-1,020,608 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 991,440
Change-991,440 (-100%)
Value—
UBS Group AG
N/A
Shares— from 902,526
Change-902,526 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 817,695
Change-817,695 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 777,149
Change-777,149 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 763,634
Change-763,634 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 433,686
Change-433,686 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 412,721
Change-412,721 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 375,585
Change-375,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 314,076
Change-314,076 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 247,099
Change-247,099 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 229,857
Change-229,857 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 218,584
Change-218,584 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 208,410
Change-208,410 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 196,431
Change-196,431 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 172,878
Change-172,878 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 159,161
Change-159,161 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 156,281
Change-156,281 (-100%)
Value—
&partners
N/A
Shares— from 146,491
Change-146,491 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 120,137
Change-120,137 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 93,032
Change-93,032 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 76,286
Change-76,286 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 71,694
Change-71,694 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,486
Change-56,486 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,278
Change-50,278 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 47,657
Change-47,657 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 44,169
Change-44,169 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 40,261
Change-40,261 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,652
Change-39,652 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 35,450
Change-35,450 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,899
Change-27,899 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,617
Change-27,617 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 26,790
Change-26,790 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 25,816
Change-25,816 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,631
Change-25,631 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 23,984
Change-23,984 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,372
Change-18,372 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,845
Change-16,845 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 15,228
Change-15,228 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 15,047
Change-15,047 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,943
Change-14,943 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,549
Change-14,549 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,799
Change-13,799 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,359
Change-13,359 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,217
Change-13,217 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,663
Change-10,663 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 800
Change-800 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 499
Change-499 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 359
Change-359 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 43
Change-43 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26
Change-26 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Joel Isaacson & Co., LLC
DECREASED705,622727,304-21,682-3%$20.1M$19.7M-$437.9K2026-11-05
LPL Financial LLC
INCREASED596,583538,364+58,219+11%$14.9M$16.7M+$1.7M2026-11-06
Kingstone Capital Partners Texas, LLC
INCREASED384,058369,491+14,567+4%$10.2M$10.7M+$491.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED159,921153,941+5,980+4%$4.2M$4.4M+$221.2K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED154,38912,943+141,446+1093%$358.3K$4.3M+$4.0M2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED132,653128,835+3,818+3%$3.6M$3.7M+$136.2K2026-11-02
Commonwealth Equity Services, LLC
INCREASED132,276120,199+12,077+10%$3.3M$3.7M+$364.7K2026-11-02
Spire Wealth Management
DECREASED113,141115,599-2,458-2%$3.2M$3.2M-$42.0K2026-10-30
Formidable Asset Management, LLC
DECREASED110,513112,161-1,648-1%$2.8M$3.1M+$305.4K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED109,43098,412+11,018+11%$2.7M$3.1M+$330.1K2026-11-04
Samalin Investment Counsel, LLC
INCREASED100,49864,791+35,707+55%$1.8M$2.8M+$1.0M2026-10-23
Shaker Financial Services, LLC
NEW94,702—+94,702——$2.6M—2026-10-14
MRA Advisory Group
INCREASED89,77389,137+636+1%$2.5M$2.5M+$38.2K2026-10-07
True North Advisors, LLC
INCREASED86,92227,000+59,922+222%$747.4K$2.4M+$1.7M2026-10-22
PMG Family Office LLC
INCREASED84,30782,310+1,997+2%$2.3M$2.4M+$74.7K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED73,05976,194-3,135-4%$2.1M$2.0K-$2.1M2026-11-02
Accel Wealth Management
DECREASED72,43374,654-2,221-3%$2.1M$2.0M-$44.8K2026-10-13
PNC Financial Services Group, Inc.
INCREASED58,08256,082+2,000+4%$1.6M$1.6M+$68.7K2026-11-06
Meridian Wealth Management, LLC
INCREASED46,60646,138+468+1%$1.3M$1.3M+$23.7K2026-11-05
Prospera Financial Services Inc
INCREASED43,21234,428+8,784+26%$953.0K$1.2M+$236.3K2026-11-04
Creative Planning
DECREASED28,17030,567-2,397-8%$846.1K$786.2K-$59.9K2026-11-02
Sowell Financial Services LLC
DECREASED27,23527,347-1120%$757.0K$760.1K+$3.2K2026-10-23
Live Oak Private Wealth LLC
UNCHANGED24,58924,58900%$680.6K$686.3K+$5.7K2026-11-02
Commons Capital, LLC
DECREASED23,80824,031-223-1%$665.2K$664.5K-$6772026-11-05
Cornerstone Wealth Management, LLC
DECREASED23,13126,306-3,175-12%$728.1K$645.6K-$82.6K2026-11-04
Silverlake Wealth Management LLC
INCREASED21,95721,769+188+1%$602.6K$612.8K+$10.3K2026-10-21
Summit Investment Advisory Services, LLC
INCREASED20,91819,719+1,199+6%$545.8K$583.8K+$38.0K2026-11-03
Shikiar Asset Management Inc
UNCHANGED20,00020,00000%$554.0K$558-$553.4K2026-10-20
JGP Wealth Management, LLC
UNCHANGED18,93818,93800%$524.2K$528.6K+$4.4K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED17,91918,854-935-5%$521.9K$500.1K-$21.8K2026-10-20
Davenport & Co LLC
DECREASED17,89918,599-700-4%$514.8K$499.6K-$15.3K2026-10-14
AlphaCore Capital LLC
INCREASED17,54417,242+302+2%$477.3K$489.7K+$12.4K2026-11-04
Financial Security Advisor, Inc.
INCREASED16,00012,500+3,500+28%$346.0K$446.6K+$100.6K2026-11-03
Wealth Alliance Advisory Group, LLC
DECREASED15,48016,637-1,157-7%$460.5K$432.0K-$28.5K2026-10-14
Richmond Investment Services, LLC
DECREASED14,93415,107-173-1%$418.2K$416.8K-$1.3K2026-10-29
Oppenheimer & Co Inc
INCREASED14,38112,754+1,627+13%$353.0K$401.4K+$48.3K2026-10-26
Allworth Financial LP
UNCHANGED13,83213,83200%$382.9K$382.9K$02026-11-06
Lido Advisors, LLC
NEW13,578—+13,578——$379.0K—2026-11-04
Deutsche Bank Ag\
NEW13,298—+13,298——$371.1K—2026-11-06
Stevens Capital Partners
UNCHANGED13,00013,00000%$359.8K$362.8K+$3.0K2026-10-29
Abel Hall, LLC
UNCHANGED13,00013,00000%$359.8K$362.8K+$3.0K2026-10-19
Wedbush Securities Inc
INCREASED11,97911,973+6+0%$331.0K$334-$330.7K2026-10-22
Vista Investment Partners II, LLC
INCREASED11,6258,496+3,129+37%$235.2K$324.5K+$89.3K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED11,08611,047+39+0%$305.8K$309.4K+$3.6K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED10,41510,915-500-5%$302.1K$290.7K-$11.4K2026-10-13
Axiom Investment Management LLC
DECREASED9,8419,960-119-1%$275.7K$274.6K-$1.0K2026-11-03
Johnson & White Wealth Management, LLC
DECREASED9,72313,515-3,792-28%$374.1K$271.4K-$102.7K2026-11-03
SMH Capital Advisors Inc
INCREASED9,6039,347+256+3%$258.7K$268.0K+$9.3K2026-10-29
North Star Investment Management Corp.
DECREASED9,54410,894-1,350-12%$301.5K$266.4K-$35.2K2026-10-27
MGO One Seven LLC
DECREASED9,41813,492-4,074-30%$373.4K$262.9K-$110.6K2026-10-28
Kestra Advisory Services, LLC
NEW8,665—+8,665——$241.8K—2026-11-02
Next Level Private LLC
INCREASED8,4348,288+146+2%$229.4K$235.4K+$6.0K2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED7,5507,55000%$209.0K$212-$208.8K2026-10-26
Assetmark, Inc
INCREASED4,958168+4,790+2851%$4.7K$138.4K+$133.7K2026-10-21
Lanark Financial, Inc.
UNCHANGED4,8504,85000%$134.2K$135.4K+$1.1K2026-10-26
Private Trust Co NA
DECREASED4,7995,268-469-9%$145.8K$133.9K-$11.9K2026-10-20
Jacobi Capital Management LLC
NEW4,036—+4,036——$112.6K—2026-11-05
Harbour Investments, Inc.
UNCHANGED3,4503,45000%$95.5K$96.3K+$7942026-11-09
Fifth Third Bancorp
UNCHANGED3,1593,15900%$87.4K$88.2K+$7262026-11-05
Investors Research Corp
UNCHANGED3,1453,14500%$87.1K$87.8K+$7232026-10-07
CoreCap Advisors, LLC
UNCHANGED3,1193,11900%$86.3K$87.1K+$7172026-10-08
Bank & Trust Co
UNCHANGED2,7292,72900%$75.5K$76.2K+$6272026-10-07
Salomon & Ludwin, LLC
UNCHANGED2,0482,04800%$56.9K$57.2K+$2462026-10-29
Ascentis Independent Advisors
INCREASED2,047305+1,742+571%$8.4K$57.1K+$48.7K2026-11-03
Latitude Advisors, LLC
NEW1,600—+1,600——$44.7K—2026-10-27
IFP Advisors, Inc
INCREASED1,6001,500+100+7%$41.5K$44.7K+$3.1K2026-10-16
Gamma Investing LLC
UNCHANGED1,5001,50000%$41.5K$41.9K+$3452026-10-08
Maryland Capital Advisors Inc.
UNCHANGED1,3811,38100%$38.2K$38.5K+$3172026-10-15
US Bancorp \de\
NEW1,200—+1,200——$33.5K—2026-11-05
McCarley & Cook Financial Planners
UNCHANGED1,1061,10600%$30.6K$30.9K+$2542026-10-21
N.E.W. Advisory Services LLC
INCREASED1,0361,018+18+2%$28.2K$28.9K+$7292026-11-09
Farther Finance Advisors, LLC
INCREASED923920+3+0%$25.5K$25.8K+$3032026-10-08
Birchwood Financial Partners, Inc.
DECREASED8783,685-2,807-76%$102.0K$24.5K-$77.5K2026-11-02
Caldwell Trust Co
UNCHANGED81681600%$22.6K$22.8K+$1882026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED70070000%$19.4K$19.5K+$1612026-11-04
Blue Bell Private Wealth Management, LLC
DECREASED4861,244-758-61%$34.4K$13.6K-$20.9K2026-10-29
Rossby Financial, LCC
NEW258—+258——$7.2K—2026-11-05
MB, Levis & Associates, LLC
UNCHANGED20120100%$5.6K$5.6K+$462026-10-16
Kennebec Savings Bank
DECREASED196796-600-75%$22.0K$5.5K-$16.6K2026-10-22
City State Bank
NEW9—+9——$251—2026-10-20
IFG Advisory, LLC
UNCHANGED9900%$258$263+$52026-11-09
PlanVest Financial, Inc
UNCHANGED8800%$214$220+$62026-11-09
Hantz Financial Services, Inc.
UNCHANGED2200%$0$0$02026-11-09
Stonebridge Financial Planning Group, LLC
CLOSED013,000-13,000-100%$359.8K$0-$359.8K2026-11-06
HBK Sorce Advisory LLC
CLOSED011,650-11,650-100%$334.0K$0-$334.0K2026-11-06
Wolverine Asset Management LLC
CLOSED08,873-8,873-100%$245.6K$0-$245.6K2026-11-02
Institute for Wealth Management, Llc.
CLOSED05,108-5,108-100%$141.4K$0-$141.4K2026-11-06
Geneos Wealth Management Inc.
CLOSED02,960-2,960-100%$81.9K$0-$81.9K2026-11-09
Noble Wealth Management PBC
CLOSED02,604-2,604-100%$72.1K$0-$72.1K2026-10-01
Concord Wealth Partners
CLOSED0875-875-100%$24.2K$0-$24.2K2026-11-02
Armstrong Advisory Group, Inc
CLOSED0588-588-100%$16.3K$0-$16.3K2026-10-09
Community Financial Services Group, LLC
CLOSED0500-500-100%$13.9K$0-$13.9K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0439-439-100%$12.2K$0-$12.2K2026-10-26
1607 Capital Partners, LLC
N/A—1,893,904-1,893,904-100%$52.4M———
Raymond James Financial Inc
N/A—1,020,608-1,020,608-100%$28.3M———
Morgan Stanley
N/A—991,440-991,440-100%$27.4M———
UBS Group AG
N/A—902,526-902,526-100%$25.0M———
Bank of America Corp
N/A—817,695-817,695-100%$22.6M———
McGowan Group Asset Management, Inc.
N/A—777,149-777,149-100%$21.5M———
Wells Fargo & Company
N/A—763,634-763,634-100%$21.1M———
Stratos Wealth Partners, Ltd.
N/A—433,686-433,686-100%$12.0M———
Karpus Management, Inc.
N/A—412,721-412,721-100%$11.4M———
Guggenheim Capital LLC
N/A—375,585-375,585-100%$10.4M———
Osaic Holdings, Inc.
N/A—314,076-314,076-100%$8.7M———
Private Advisor Group, LLC
N/A—247,099-247,099-100%$6.8M———
Ameriprise Financial Inc
N/A—229,857-229,857-100%$6.4M———
Advisors Asset Management, Inc.
N/A—218,584-218,584-100%$6.1M———
Rockefeller Capital Management L.P.
N/A—208,410-208,410-100%$5.8M———
Royal Bank of Canada
N/A—196,431-196,431-100%$5.4M———
Cetera Investment Advisers
N/A—172,878-172,878-100%$4.8M———
Steward Partners Investment Advisory, LLC
N/A—159,161-159,161-100%$4.4M———
First Trust Advisors LP
N/A—156,281-156,281-100%$4.3M———
&partners
N/A—146,491-146,491-100%$4.1M———
NewEdge Advisors, LLC
N/A—120,137-120,137-100%$3.3M———
Sanctuary Advisors, LLC
N/A—93,032-93,032-100%$2.6M———
1776 Wealth LLC
N/A—76,286-76,286-100%$2.1M———
HighTower Advisors, LLC
N/A—71,694-71,694-100%$2.0M———
Janney Montgomery Scott LLC
N/A—56,486-56,486-100%$1.6M———
MML Investors Services, LLC
N/A—50,278-50,278-100%$1.4M———
Stifel Financial Corp
N/A—47,657-47,657-100%$1.3M———
Saba Capital Management, L.P.A
N/A—44,169-44,169-100%$1.2M———
Founders Financial Alliance, LLC
N/A—40,261-40,261-100%$1.1M———
Mariner, LLC
N/A—39,652-39,652-100%$1.1M———
Hollencrest Capital Management
N/A—35,450-35,450-100%$981.3K———
Snowden Capital Advisors LLC
N/A—27,899-27,899-100%$772.3K———
Focus Partners Wealth
N/A—27,617-27,617-100%$764.4K———
Baird Financial Group, Inc.
N/A—26,790-26,790-100%$741.5K———
Sequoia Financial Advisors, LLC
N/A—25,816-25,816-100%$714.6K———
XTX Topco Ltd
N/A—25,631-25,631-100%$709.5K———
AQR Capital Management LLC
N/A—25,274-25,274-100%$699.6K———
Denver Wealth Management, Inc.
N/A—23,984-23,984-100%$663.9K———
Insigneo Advisory Services, LLC
N/A—19,500-19,500-100%$539.8K———
Envestnet Asset Management Inc
N/A—18,372-18,372-100%$508.5K———
Summit Financial, LLC
N/A—16,845-16,845-100%$466.3K———
Heritage Trust Co
N/A—15,875-15,875-100%$439.4K———
Advisors Capital Management, LLC
N/A—15,228-15,228-100%$421.5K———
Fiduciary Trust Co
N/A—15,047-15,047-100%$416.5K———
Beacon Pointe Advisors, LLC
N/A—14,943-14,943-100%$413.6K———
Jane Street Group, LLC
N/A—14,549-14,549-100%$402.7K———
Kingsview Wealth Management, LLC
N/A—13,799-13,799-100%$382.0K———
Cerity Partners LLC
N/A—13,359-13,359-100%$369.8K———
EP Wealth Advisors, LLC
N/A—13,217-13,217-100%$365.9K———
Kovack Advisors, Inc.
N/A—11,783-11,783-100%$327.5K———
World Investment Advisors
N/A—11,279-11,279-100%$281.8K———
Hancock Whitney Corp
N/A—10,663-10,663-100%$295.2K———
Harbour Wealth Management Group, Inc.
N/A—10,132-10,132-100%$280.5K———
Cresset Asset Management, LLC
N/A—10,018-10,018-100%$277.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,000-10,000-100%$276.8K———
Citadel Advisors LLC
N/A—9,741-9,741-100%$269.6K———
Dakota Wealth Management
N/A—9,005-9,005-100%$249.3K———
Commerce Bank
N/A—8,000-8,000-100%$221.4K———
Susquehanna International Group, LLP
N/A—7,525-7,525-100%$208.3K———
NorthStar Asset Management LLC
N/A—7,398-7,398-100%$204.8K———
Stephens Inc
N/A—7,259-7,259-100%$200.9K———
Parvin Asset Management, LLC
N/A—2,350-2,350-100%$65.0K———
BOK Financial Private Wealth, Inc.
N/A—1,719-1,719-100%$47.6K———
Keating Financial Advisory Services, Inc.
N/A—1,015-1,015-100%$28.1K———
Atlantic Union Bankshares Corp
N/A—800-800-100%$22.1K———
Kilter Group LLC
N/A—500-500-100%$13.8K———
Northwestern Mutual Wealth Management Co
N/A—499-499-100%$13.8K———
Bruce G. Allen Investments, LLC
N/A—425-425-100%$11.8K———
Jones Financial Companies Lllp
N/A—359-359-100%$9.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—318-318-100%$8.8K———
BFC Planning, Inc.
N/A—168-168-100%$4.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—43-43-100%$1.2K———
Tower Research Capital LLC (TRC)
N/A—26-26-100%$720———
Huntington National Bank
N/A—1-1-100%$28———
BlackRock, Inc.
N/A—1-1-100%$14———
Showing 168 of 168 institutions