Eaton Vance LTD Durat Inc (XEVVX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares1,609,681 from 1,218,648

Change+391,033 (+32%)

Value$13.6M (+$2.2M)

Filed 2026-11-06

Chicago Partners Investment Group LLC

DECREASED

Shares1,014,383 from 1,043,303

Change-28,920 (-3%)

Value$8.5M (-$993.8K)

Filed 2026-10-27

Capital Investment Advisors, LLC

DECREASED

Shares524,309 from 580,562

Change-56,253 (-10%)

Value$4.4M (-$1.0M)

Filed 2026-10-22

Cyndeo Wealth Partners, LLC

INCREASED

Shares410,237 from 391,237

Change+19,000 (+5%)

Value$3.5M (-$199.4K)

Filed 2026-10-16

Kestra Advisory Services, LLC

INCREASED

Shares352,631 from 329,156

Change+23,475 (+7%)

Value$3.0M (-$104.5K)

Filed 2026-11-02

Wolverine Asset Management LLC

INCREASED

Shares297,321 from 210,171

Change+87,150 (+41%)

Value$2.5M (+$543.1K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares237,187 from 225,187

Change+12,000 (+5%)

Value$2.0K (-$2.1M)

Filed 2026-11-05

Shaker Financial Services, LLC

DECREASED

Shares228,542 from 232,722

Change-4,180 (-2%)

Value$1.9M (-$249.4K)

Filed 2026-10-14

Creative Planning

DECREASED

Shares225,206 from 228,190

Change-2,984 (-1%)

Value$1.9M (-$235.1K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares189,845 from 202,962

Change-13,117 (-6%)

Value$1.6M (-$297.6K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

NEW

Shares171,508

Change+171,508

Value$1.4M

Filed 2026-11-04

Aviance Capital Partners, LLC

DECREASED

Shares137,518 from 139,597

Change-2,079 (-1%)

Value$1.2M (-$146.0K)

Filed 2026-10-29

CoreCap Advisors, LLC

DECREASED

Shares114,705 from 114,835

Change-130 (0%)

Value$969.3K (-$106.7K)

Filed 2026-10-08

Kennedy Investment Group, Inc.

DECREASED

Shares109,343 from 111,452

Change-2,109 (-2%)

Value$924.0K (-$120.4K)

Filed 2026-10-21

Melfa Wealth Management, Inc.

UNCHANGED

Shares99,596 from 99,596

Change0 (0%)

Value$841.6K (-$91.6K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares91,042 from 90,167

Change+875 (+1%)

Value$769 (-$844.2K)

Filed 2026-11-02

Lido Advisors, LLC

DECREASED

Shares80,368 from 93,644

Change-13,276 (-14%)

Value$679.1K (-$198.3K)

Filed 2026-11-04

Independent Financial Group, LLC

DECREASED

Shares79,139 from 81,289

Change-2,150 (-3%)

Value$668.7K (-$93.0K)

Filed 2026-10-13

NWF Advisory Services Inc.

DECREASED

Shares64,250 from 71,650

Change-7,400 (-10%)

Value$542.9K (-$128.4K)

Filed 2026-10-19

Flagship Harbor Advisors, LLC

INCREASED

Shares63,804 from 62,668

Change+1,136 (+2%)

Value$539.1K (-$48.1K)

Filed 2026-10-26

Wedbush Securities Inc

DECREASED

Shares61,685 from 91,632

Change-29,947 (-33%)

Value$521 (-$858.5K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares55,336 from 55,769

Change-433 (-1%)

Value$465.9K (-$54.4K)

Filed 2026-10-13

Matisse Capital

NEW

Shares50,078

Change+50,078

Value$423.2K

Filed 2026-10-29

Merit Financial Group, LLC

DECREASED

Shares42,477 from 51,630

Change-9,153 (-18%)

Value$358.9K (-$124.8K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares37,918 from 35,033

Change+2,885 (+8%)

Value$320.4K (-$7.9K)

Filed 2026-11-05

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares36,756 from 36,756

Change0 (0%)

Value$310.6K (-$33.8K)

Filed 2026-10-15

Mallini Complete Financial Planning LLC

DECREASED

Shares33,769 from 34,773

Change-1,004 (-3%)

Value$285.4K (-$40.5K)

Filed 2026-10-06

Concurrent Investment Advisors, LLC

INCREASED

Shares27,603 from 17,365

Change+10,238 (+59%)

Value$233.2K (+$70.5K)

Filed 2026-10-16

Advisory Solutions Group, LLC

INCREASED

Shares26,906 from 25,211

Change+1,695 (+7%)

Value$227.4K (-$8.9K)

Filed 2026-10-14

HighTower Advisors, LLC

NEW

Shares24,693

Change+24,693

Value$208.7K

Filed 2026-11-10

Conning Inc.

UNCHANGED

Shares22,455 from 22,455

Change0 (0%)

Value$189.7K (-$20.7K)

Filed 2026-10-27

First Merchants Corp

DECREASED

Shares20,000 from 21,000

Change-1,000 (-5%)

Value$169.0K (-$27.8K)

Filed 2026-10-15

Virtue Asset Management LLC

DECREASED

Shares18,970 from 28,975

Change-10,005 (-35%)

Value$160.3K (-$111.2K)

Filed 2026-10-21

Camelot Portfolios, LLC

INCREASED

Shares18,942 from 16,576

Change+2,366 (+14%)

Value$160.1K (+$4.7K)

Filed 2026-11-09

Lanark Financial, Inc.

UNCHANGED

Shares18,300 from 18,300

Change0 (0%)

Value$154.6K (-$16.8K)

Filed 2026-10-26

Quad-Cities Investment Group, LLC

DECREASED

Shares17,955 from 22,523

Change-4,568 (-20%)

Value$151.7K (-$59.3K)

Filed 2026-10-16

Bison Wealth, LLC

INCREASED

Shares17,850 from 16,850

Change+1,000 (+6%)

Value$150.3K (-$8.4K)

Filed 2026-10-13

Diversified Trust Co

NEW

Shares17,700

Change+17,700

Value$149.6K

Filed 2026-11-06

Ashton Thomas Securities, LLC

DECREASED

Shares17,000 from 19,000

Change-2,000 (-11%)

Value$143.7K (-$34.4K)

Filed 2026-10-26

B. Riley Wealth Advisors, Inc.

DECREASED

Shares16,484 from 16,647

Change-163 (-1%)

Value$139.3K (-$16.2K)

Filed 2026-10-13

Oppenheimer & Co Inc

DECREASED

Shares16,425 from 17,231

Change-806 (-5%)

Value$138.8K (-$22.7K)

Filed 2026-10-26

Dudley Capital Management, LLC

DECREASED

Shares15,900 from 17,000

Change-1,100 (-6%)

Value$134.4K (-$24.9K)

Filed 2026-10-23

WealthTrust Asset Management, LLC

DECREASED

Shares15,590 from 15,961

Change-371 (-2%)

Value$131.7K (-$17.8K)

Filed 2026-10-22

Onyx Bridge Wealth Group LLC

INCREASED

Shares14,612 from 14,363

Change+249 (+2%)

Value$123.5K (-$11.1K)

Filed 2026-10-16

Future Financial Wealth Managment LLC

DECREASED

Shares14,201 from 42,340

Change-28,139 (-66%)

Value$120.0K (-$265.7K)

Filed 2026-10-15

Prospera Financial Services Inc

INCREASED

Shares13,282 from 13,128

Change+154 (+1%)

Value$113.4K (-$9.6K)

Filed 2026-11-04

ProVise Management Group, LLC

UNCHANGED

Shares13,063 from 13,063

Change0 (0%)

Value$110.4K (-$12.0K)

Filed 2026-11-06

Moors & Cabot, Inc.

DECREASED

Shares12,633 from 14,361

Change-1,728 (-12%)

Value$106.7K (-$27.8K)

Filed 2026-11-06

Harbour Investments, Inc.

DECREASED

Shares12,591 from 14,031

Change-1,440 (-10%)

Value$106.4K (-$25.1K)

Filed 2026-11-09

Decision Investments, Inc

UNCHANGED

Shares12,100 from 12,100

Change0 (0%)

Value$102.2K (-$11.1K)

Filed 2026-10-07

Western Wealth Management, LLC

UNCHANGED

Shares11,162 from 11,162

Change0 (0%)

Value$94.3K (-$10.3K)

Filed 2026-11-09

Eastern Bank

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$93.0K (-$10.1K)

Filed 2026-10-05

LexAurum Advisors, LLC

NEW

Shares10,970

Change+10,970

Value$92.7K

Filed 2026-10-19

Apollon Wealth Management, LLC

UNCHANGED

Shares10,435 from 10,435

Change0 (0%)

Value$88.2K (-$9.6K)

Filed 2026-10-23

Spire Wealth Management

DECREASED

Shares7,778 from 7,838

Change-60 (-1%)

Value$65.7K (-$7.7K)

Filed 2026-10-30

Barrett & Company, Inc.

INCREASED

Shares7,750 from 7,000

Change+750 (+11%)

Value$74.1K (+$8.5K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares5,813 from 5,813

Change0 (0%)

Value$49.1K (-$5.3K)

Filed 2026-10-16

Byrne Asset Management LLC

UNCHANGED

Shares4,750 from 4,750

Change0 (0%)

Value$40.2K (-$4.3K)

Filed 2026-10-06

Allworth Financial LP

INCREASED

Shares4,383 from 2,133

Change+2,250 (+105%)

Value$41.1K (+$21.1K)

Filed 2026-11-06

City Holding Co

DECREASED

Shares3,500 from 6,000

Change-2,500 (-42%)

Value$29.6K (-$26.6K)

Filed 2026-10-19

Cape Investment Advisory, Inc.

DECREASED

Shares2,208 from 13,341

Change-11,133 (-83%)

Value$18.7K (-$106.3K)

Filed 2026-10-13

West Branch Capital LLC

UNCHANGED

Shares2,128 from 2,128

Change0 (0%)

Value$18.0K (-$2.0K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares1,522 from 2,572

Change-1,050 (-41%)

Value$12.9K (-$11.2K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$12.7K (-$1.4K)

Filed 2026-11-04

IFG Advisory, LLC

UNCHANGED

Shares1,270 from 1,270

Change0 (0%)

Value$10.7K (-$1.2K)

Filed 2026-11-09

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$8.5K (-$920)

Filed 2026-10-19

Godfrey Financial Associates, Inc.

UNCHANGED

Shares833 from 833

Change0 (0%)

Value$7.0K (-$766)

Filed 2026-11-10

Ares Financial Consulting, LLC

INCREASED

Shares614 from 599

Change+15 (+3%)

Value$5.2K (-$431)

Filed 2026-10-19

James T. Borello RIA

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.2K (-$460)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares477 from 477

Change0 (0%)

Value$4.0K (-$439)

Filed 2026-11-06

Concord Wealth Partners

INCREASED

Shares282 from 276

Change+6 (+2%)

Value$2.4K (-$199)

Filed 2026-11-02

CX Institutional

UNCHANGED

Shares175 from 175

Change0 (0%)

Value$1 (-$1)

Filed 2026-10-02

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 139,244

Change-139,244 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-28

Imc-Chicago, LLC

CLOSED

Shares0 from 68,616

Change-68,616 (-100%)

Value$0 (-$642.9K)

Filed 2026-11-05

Wealth Effects LLC

CLOSED

Shares0 from 36,745

Change-36,745 (-100%)

Value$0 (-$344.3K)

Filed 2026-10-23

Iams Wealth Management, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$187.4K)

Filed 2026-10-15

AlphaCore Capital LLC

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$112.4K)

Filed 2026-11-04

Bessemer Group Inc

CLOSED

Shares0 from 11,700

Change-11,700 (-100%)

Value$0 (-$110.0K)

Filed 2026-11-09

Marshall & Sterling Wealth Advisors Inc.

CLOSED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$31.9K)

Filed 2026-10-28

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,400

Change-1,400 (-100%)

Value$0 (-$13.1K)

Filed 2026-10-15

Axiom Investment Management LLC

CLOSED

Shares0 from 1,017

Change-1,017 (-100%)

Value$0 (-$9.5K)

Filed 2026-11-03

Assetmark, Inc

CLOSED

Shares0 from 170

Change-170 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-21

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 96

Change-96 (-100%)

Value$0 (-$900)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 10,100,522

Change-10,100,522 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 8,006,717

Change-8,006,717 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,077,382

Change-5,077,382 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,771,126

Change-1,771,126 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,683,320

Change-1,683,320 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 983,948

Change-983,948 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 935,817

Change-935,817 (-100%)

Value—

UBS Group AG

N/A

Shares— from 725,540

Change-725,540 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 630,916

Change-630,916 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 600,267

Change-600,267 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 594,778

Change-594,778 (-100%)

Value—

Kanen Wealth Management LLCA

N/A

Shares— from 465,077

Change-465,077 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 419,238

Change-419,238 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 409,060

Change-409,060 (-100%)

Value—

OAK Hill Advisors LP

N/A

Shares— from 390,403

Change-390,403 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 375,463

Change-375,463 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 354,382

Change-354,382 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 256,234

Change-256,234 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 251,894

Change-251,894 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 226,485

Change-226,485 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 218,078

Change-218,078 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 165,093

Change-165,093 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 111,947

Change-111,947 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 92,110

Change-92,110 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 75,541

Change-75,541 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 70,602

Change-70,602 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 67,276

Change-67,276 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 62,173

Change-62,173 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 62,095

Change-62,095 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 59,440

Change-59,440 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 59,173

Change-59,173 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 47,264

Change-47,264 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 46,399

Change-46,399 (-100%)

Value—

Pointe Capital Management LLC

N/A

Shares— from 44,619

Change-44,619 (-100%)

Value—

Apriem Advisors

N/A

Shares— from 39,129

Change-39,129 (-100%)

Value—

Rock Point Advisors, LLC

N/A

Shares— from 38,749

Change-38,749 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 38,739

Change-38,739 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 34,912

Change-34,912 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 31,492

Change-31,492 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 31,085

Change-31,085 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 31,037

Change-31,037 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,089

Change-28,089 (-100%)

Value—

Mendel Capital Management LLC

N/A

Shares— from 27,242

Change-27,242 (-100%)

Value—

Stephens Inc

N/A

Shares— from 23,100

Change-23,100 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 22,693

Change-22,693 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 15,790

Change-15,790 (-100%)

Value—

Sandy Cove Advisors, LLC

N/A

Shares— from 15,600

Change-15,600 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 14,964

Change-14,964 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 14,400

Change-14,400 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 14,384

Change-14,384 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 12,875

Change-12,875 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 12,760

Change-12,760 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 12,417

Change-12,417 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 11,377

Change-11,377 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5,758

Change-5,758 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,684

Change-2,684 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,662

Change-2,662 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 2,390

Change-2,390 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 1,836

Change-1,836 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 870

Change-870 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 780

Change-780 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 304

Change-304 (-100%)

Value—

Horizon Bancorp Inc

N/A

Shares— from 42

Change-42 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,609,681	1,218,648	+391,033	+32%	$11.4M	$13.6M	+$2.2M	2026-11-06
Chicago Partners Investment Group LLC	DECREASED	1,014,383	1,043,303	-28,920	-3%	$9.5M	$8.5M	-$993.8K	2026-10-27
Capital Investment Advisors, LLC	DECREASED	524,309	580,562	-56,253	-10%	$5.4M	$4.4M	-$1.0M	2026-10-22
Cyndeo Wealth Partners, LLC	INCREASED	410,237	391,237	+19,000	+5%	$3.7M	$3.5M	-$199.4K	2026-10-16
Kestra Advisory Services, LLC	INCREASED	352,631	329,156	+23,475	+7%	$3.1M	$3.0M	-$104.5K	2026-11-02
Wolverine Asset Management LLC	INCREASED	297,321	210,171	+87,150	+41%	$2.0M	$2.5M	+$543.1K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	237,187	225,187	+12,000	+5%	$2.1M	$2.0K	-$2.1M	2026-11-05
Shaker Financial Services, LLC	DECREASED	228,542	232,722	-4,180	-2%	$2.2M	$1.9M	-$249.4K	2026-10-14
Creative Planning	DECREASED	225,206	228,190	-2,984	-1%	$2.1M	$1.9M	-$235.1K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	189,845	202,962	-13,117	-6%	$1.9M	$1.6M	-$297.6K	2026-11-02
Allspring Global Investments Holdings, LLC	NEW	171,508	—	+171,508	—	—	$1.4M	—	2026-11-04
Aviance Capital Partners, LLC	DECREASED	137,518	139,597	-2,079	-1%	$1.3M	$1.2M	-$146.0K	2026-10-29
CoreCap Advisors, LLC	DECREASED	114,705	114,835	-130	0%	$1.1M	$969.3K	-$106.7K	2026-10-08
Kennedy Investment Group, Inc.	DECREASED	109,343	111,452	-2,109	-2%	$1.0M	$924.0K	-$120.4K	2026-10-21
Melfa Wealth Management, Inc.	UNCHANGED	99,596	99,596	0	0%	$933.2K	$841.6K	-$91.6K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	91,042	90,167	+875	+1%	$845.0K	$769	-$844.2K	2026-11-02
Lido Advisors, LLC	DECREASED	80,368	93,644	-13,276	-14%	$877.4K	$679.1K	-$198.3K	2026-11-04
Independent Financial Group, LLC	DECREASED	79,139	81,289	-2,150	-3%	$761.7K	$668.7K	-$93.0K	2026-10-13
NWF Advisory Services Inc.	DECREASED	64,250	71,650	-7,400	-10%	$671.4K	$542.9K	-$128.4K	2026-10-19
Flagship Harbor Advisors, LLC	INCREASED	63,804	62,668	+1,136	+2%	$587.2K	$539.1K	-$48.1K	2026-10-26
Wedbush Securities Inc	DECREASED	61,685	91,632	-29,947	-33%	$859.0K	$521	-$858.5K	2026-10-22
Wealth Enhancement Advisory Services, LLC	DECREASED	55,336	55,769	-433	-1%	$520.3K	$465.9K	-$54.4K	2026-10-13
Matisse Capital	NEW	50,078	—	+50,078	—	—	$423.2K	—	2026-10-29
Merit Financial Group, LLC	DECREASED	42,477	51,630	-9,153	-18%	$483.8K	$358.9K	-$124.8K	2026-11-06
Fifth Third Bancorp	INCREASED	37,918	35,033	+2,885	+8%	$328.3K	$320.4K	-$7.9K	2026-11-05
Fortitude Advisory Group L.L.C.	UNCHANGED	36,756	36,756	0	0%	$344.4K	$310.6K	-$33.8K	2026-10-15
Mallini Complete Financial Planning LLC	DECREASED	33,769	34,773	-1,004	-3%	$325.8K	$285.4K	-$40.5K	2026-10-06
Concurrent Investment Advisors, LLC	INCREASED	27,603	17,365	+10,238	+59%	$162.7K	$233.2K	+$70.5K	2026-10-16
Advisory Solutions Group, LLC	INCREASED	26,906	25,211	+1,695	+7%	$236.2K	$227.4K	-$8.9K	2026-10-14
HighTower Advisors, LLC	NEW	24,693	—	+24,693	—	—	$208.7K	—	2026-11-10
Conning Inc.	UNCHANGED	22,455	22,455	0	0%	$210.4K	$189.7K	-$20.7K	2026-10-27
First Merchants Corp	DECREASED	20,000	21,000	-1,000	-5%	$196.8K	$169.0K	-$27.8K	2026-10-15
Virtue Asset Management LLC	DECREASED	18,970	28,975	-10,005	-35%	$271.5K	$160.3K	-$111.2K	2026-10-21
Camelot Portfolios, LLC	INCREASED	18,942	16,576	+2,366	+14%	$155.3K	$160.1K	+$4.7K	2026-11-09
Lanark Financial, Inc.	UNCHANGED	18,300	18,300	0	0%	$171.5K	$154.6K	-$16.8K	2026-10-26
Quad-Cities Investment Group, LLC	DECREASED	17,955	22,523	-4,568	-20%	$211.0K	$151.7K	-$59.3K	2026-10-16
Bison Wealth, LLC	INCREASED	17,850	16,850	+1,000	+6%	$158.7K	$150.3K	-$8.4K	2026-10-13
Diversified Trust Co	NEW	17,700	—	+17,700	—	—	$149.6K	—	2026-11-06
Ashton Thomas Securities, LLC	DECREASED	17,000	19,000	-2,000	-11%	$178.0K	$143.7K	-$34.4K	2026-10-26
B. Riley Wealth Advisors, Inc.	DECREASED	16,484	16,647	-163	-1%	$155.5K	$139.3K	-$16.2K	2026-10-13
Oppenheimer & Co Inc	DECREASED	16,425	17,231	-806	-5%	$161.5K	$138.8K	-$22.7K	2026-10-26
Dudley Capital Management, LLC	DECREASED	15,900	17,000	-1,100	-6%	$159.3K	$134.4K	-$24.9K	2026-10-23
WealthTrust Asset Management, LLC	DECREASED	15,590	15,961	-371	-2%	$149.6K	$131.7K	-$17.8K	2026-10-22
Onyx Bridge Wealth Group LLC	INCREASED	14,612	14,363	+249	+2%	$134.6K	$123.5K	-$11.1K	2026-10-16
Future Financial Wealth Managment LLC	DECREASED	14,201	42,340	-28,139	-66%	$385.7K	$120.0K	-$265.7K	2026-10-15
Prospera Financial Services Inc	INCREASED	13,282	13,128	+154	+1%	$123.0K	$113.4K	-$9.6K	2026-11-04
ProVise Management Group, LLC	UNCHANGED	13,063	13,063	0	0%	$122.4K	$110.4K	-$12.0K	2026-11-06
Moors & Cabot, Inc.	DECREASED	12,633	14,361	-1,728	-12%	$134.6K	$106.7K	-$27.8K	2026-11-06
Harbour Investments, Inc.	DECREASED	12,591	14,031	-1,440	-10%	$131.5K	$106.4K	-$25.1K	2026-11-09
Decision Investments, Inc	UNCHANGED	12,100	12,100	0	0%	$113.4K	$102.2K	-$11.1K	2026-10-07
Western Wealth Management, LLC	UNCHANGED	11,162	11,162	0	0%	$104.6K	$94.3K	-$10.3K	2026-11-09
Eastern Bank	UNCHANGED	11,000	11,000	0	0%	$103.1K	$93.0K	-$10.1K	2026-10-05
LexAurum Advisors, LLC	NEW	10,970	—	+10,970	—	—	$92.7K	—	2026-10-19
Apollon Wealth Management, LLC	UNCHANGED	10,435	10,435	0	0%	$97.8K	$88.2K	-$9.6K	2026-10-23
Spire Wealth Management	DECREASED	7,778	7,838	-60	-1%	$73.4K	$65.7K	-$7.7K	2026-10-30
Barrett & Company, Inc.	INCREASED	7,750	7,000	+750	+11%	$65.6K	$74.1K	+$8.5K	2026-10-22
IFP Advisors, Inc	UNCHANGED	5,813	5,813	0	0%	$54.5K	$49.1K	-$5.3K	2026-10-16
Byrne Asset Management LLC	UNCHANGED	4,750	4,750	0	0%	$44.5K	$40.2K	-$4.3K	2026-10-06
Allworth Financial LP	INCREASED	4,383	2,133	+2,250	+105%	$20.0K	$41.1K	+$21.1K	2026-11-06
City Holding Co	DECREASED	3,500	6,000	-2,500	-42%	$56.2K	$29.6K	-$26.6K	2026-10-19
Cape Investment Advisory, Inc.	DECREASED	2,208	13,341	-11,133	-83%	$125.0K	$18.7K	-$106.3K	2026-10-13
West Branch Capital LLC	UNCHANGED	2,128	2,128	0	0%	$19.9K	$18.0K	-$2.0K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	1,522	2,572	-1,050	-41%	$24.1K	$12.9K	-$11.2K	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	1,500	1,500	0	0%	$14.1K	$12.7K	-$1.4K	2026-11-04
IFG Advisory, LLC	UNCHANGED	1,270	1,270	0	0%	$11.9K	$10.7K	-$1.2K	2026-11-09
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$9.4K	$8.5K	-$920	2026-10-19
Godfrey Financial Associates, Inc.	UNCHANGED	833	833	0	0%	$7.8K	$7.0K	-$766	2026-11-10
Ares Financial Consulting, LLC	INCREASED	614	599	+15	+3%	$5.6K	$5.2K	-$431	2026-10-19
James T. Borello RIA	UNCHANGED	500	500	0	0%	$4.7K	$4.2K	-$460	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	477	477	0	0%	$4.5K	$4.0K	-$439	2026-11-06
Concord Wealth Partners	INCREASED	282	276	+6	+2%	$2.6K	$2.4K	-$199	2026-11-02
CX Institutional	UNCHANGED	175	175	0	0%	$2	$1	-$1	2026-10-02
Clear Creek Financial Management, LLC	CLOSED	0	139,244	-139,244	-100%	$1.3M	$0	-$1.3M	2026-10-28
Imc-Chicago, LLC	CLOSED	0	68,616	-68,616	-100%	$642.9K	$0	-$642.9K	2026-11-05
Wealth Effects LLC	CLOSED	0	36,745	-36,745	-100%	$344.3K	$0	-$344.3K	2026-10-23
Iams Wealth Management, LLC	CLOSED	0	20,000	-20,000	-100%	$187.4K	$0	-$187.4K	2026-10-15
AlphaCore Capital LLC	CLOSED	0	12,000	-12,000	-100%	$112.4K	$0	-$112.4K	2026-11-04
Bessemer Group Inc	CLOSED	0	11,700	-11,700	-100%	$110.0K	$0	-$110.0K	2026-11-09
Marshall & Sterling Wealth Advisors Inc.	CLOSED	0	3,400	-3,400	-100%	$31.9K	$0	-$31.9K	2026-10-28
LifeSteps Financial, Inc.	CLOSED	0	1,400	-1,400	-100%	$13.1K	$0	-$13.1K	2026-10-15
Axiom Investment Management LLC	CLOSED	0	1,017	-1,017	-100%	$9.5K	$0	-$9.5K	2026-11-03
Assetmark, Inc	CLOSED	0	170	-170	-100%	$1.6K	$0	-$1.6K	2026-10-21
JFS Wealth Advisors, LLC	CLOSED	0	96	-96	-100%	$900	$0	-$900	2026-11-03
Morgan Stanley	N/A	—	10,100,522	-10,100,522	-100%	$94.6M	—	—	—
SIT Investment Associates Inc	N/A	—	8,006,717	-8,006,717	-100%	$75.0M	—	—	—
Ameriprise Financial Inc	N/A	—	5,077,382	-5,077,382	-100%	$47.7M	—	—	—
Guggenheim Capital LLC	N/A	—	1,771,126	-1,771,126	-100%	$16.6M	—	—	—
Invesco Ltd.	N/A	—	1,683,320	-1,683,320	-100%	$15.8M	—	—	—
Cetera Investment Advisers	N/A	—	983,948	-983,948	-100%	$9.2M	—	—	—
Royal Bank of Canada	N/A	—	935,817	-935,817	-100%	$8.8M	—	—	—
UBS Group AG	N/A	—	725,540	-725,540	-100%	$6.8M	—	—	—
Raymond James Financial Inc	N/A	—	630,916	-630,916	-100%	$5.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	600,267	-600,267	-100%	$5.6M	—	—	—
Focus Partners Wealth	N/A	—	594,778	-594,778	-100%	$5.6M	—	—	—
Kanen Wealth Management LLCA	N/A	—	465,077	-465,077	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	419,238	-419,238	-100%	$3.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	409,060	-409,060	-100%	$3.8M	—	—	—
OAK Hill Advisors LP	N/A	—	390,403	-390,403	-100%	$3.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	375,463	-375,463	-100%	$3.5M	—	—	—
Stifel Financial Corp	N/A	—	354,382	-354,382	-100%	$3.3M	—	—	—
Bank of America Corp	N/A	—	256,234	-256,234	-100%	$2.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	251,894	-251,894	-100%	$2.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	226,485	-226,485	-100%	$2.1M	—	—	—
Summit Financial, LLC	N/A	—	218,078	-218,078	-100%	$2.0M	—	—	—
Ethos Financial Group, LLC	N/A	—	165,093	-165,093	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	111,947	-111,947	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	92,110	-92,110	-100%	$863.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	75,541	-75,541	-100%	$707.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	70,602	-70,602	-100%	$661.5K	—	—	—
XTX Topco Ltd	N/A	—	67,276	-67,276	-100%	$630.4K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	62,173	-62,173	-100%	$583.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	62,095	-62,095	-100%	$581.8K	—	—	—
Marex Group Ltd	N/A	—	59,440	-59,440	-100%	$557.0K	—	—	—
Benjamin Edwards Inc	N/A	—	59,173	-59,173	-100%	$554.5K	—	—	—
Advisory Services Network, LLC	N/A	—	47,264	-47,264	-100%	$442.9K	—	—	—
Almitas Capital LLC	N/A	—	46,399	-46,399	-100%	$434.8K	—	—	—
Pointe Capital Management LLC	N/A	—	44,619	-44,619	-100%	$418.1K	—	—	—
Apriem Advisors	N/A	—	39,129	-39,129	-100%	$366.6K	—	—	—
Rock Point Advisors, LLC	N/A	—	38,749	-38,749	-100%	$363.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	38,739	-38,739	-100%	$363.0K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	34,912	-34,912	-100%	$327.1K	—	—	—
MML Investors Services, LLC	N/A	—	31,492	-31,492	-100%	$295.1K	—	—	—
Readystate Asset Management LP	N/A	—	31,085	-31,085	-100%	$291.3K	—	—	—
PFG Investments, LLC	N/A	—	31,037	-31,037	-100%	$290.8K	—	—	—
Citadel Advisors LLC	N/A	—	28,089	-28,089	-100%	$263.2K	—	—	—
Mendel Capital Management LLC	N/A	—	27,242	-27,242	-100%	$255.3K	—	—	—
Stephens Inc	N/A	—	23,100	-23,100	-100%	$216.4K	—	—	—
HRT Financial LP	N/A	—	22,693	-22,693	-100%	$212.0K	—	—	—
Nomura Holdings Inc	N/A	—	20,000	-20,000	-100%	$187.4K	—	—	—
Quantinno Capital Management LP	N/A	—	15,790	-15,790	-100%	$148.0K	—	—	—
Sandy Cove Advisors, LLC	N/A	—	15,600	-15,600	-100%	$146.2K	—	—	—
Virtu Financial LLC	N/A	—	14,964	-14,964	-100%	$140.0K	—	—	—
Cresset Asset Management, LLC	N/A	—	14,400	-14,400	-100%	$134.9K	—	—	—
IHT Wealth Management, LLC	N/A	—	14,384	-14,384	-100%	$134.8K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	12,875	-12,875	-100%	$120.6K	—	—	—
Hollencrest Capital Management	N/A	—	12,760	-12,760	-100%	$119.6K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	12,417	-12,417	-100%	$116.3K	—	—	—
WealthTrust Axiom LLC	N/A	—	11,800	-11,800	-100%	$110.6K	—	—	—
First Foundation Advisors	N/A	—	11,377	-11,377	-100%	$106.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	5,758	-5,758	-100%	$54.0K	—	—	—
BFC Planning, Inc.	N/A	—	2,684	-2,684	-100%	$25.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,662	-2,662	-100%	$24.9K	—	—	—
Clear Street Group Inc.	N/A	—	2,390	-2,390	-100%	$22.4K	—	—	—
Crewe Advisors LLC	N/A	—	1,836	-1,836	-100%	$17.2K	—	—	—
Arax Advisory Partners	N/A	—	1,700	-1,700	-100%	$15.9K	—	—	—
Bogart Wealth, LLC	N/A	—	1,500	-1,500	-100%	$14.1K	—	—	—
SHP Wealth Management	N/A	—	870	-870	-100%	$8.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	780	-780	-100%	$7.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	500	-500	-100%	$4.7K	—	—	—
Nova Wealth Management, Inc.	N/A	—	304	-304	-100%	$2.8K	—	—	—
Horizon Bancorp Inc	N/A	—	42	-42	-100%	$0	—	—	—

Showing 151 of 151 institutions