Eaton Vance T/A GL DVD Incm (ETG)

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

INCREASED

Shares431,708 from 405,342

Change+26,366 (+7%)

Value$10.0M (+$439.3K)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares234,503 from 206,719

Change+27,784 (+13%)

Value$5.4M (+$555.5K)

Filed 2026-11-02

Shaker Financial Services, LLC

INCREASED

Shares158,081 from 89,127

Change+68,954 (+77%)

Value$3.7M (+$1.6M)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares119,367 from 117,699

Change+1,668 (+1%)

Value$2.8M (-$10.9K)

Filed 2026-11-02

Wagner Wealth Management, LLC

INCREASED

Shares92,465 from 84,990

Change+7,475 (+9%)

Value$2.1M (+$137.1K)

Filed 2026-10-21

Live Oak Private Wealth LLC

UNCHANGED

Shares92,351 from 92,351

Change0 (0%)

Value$2.1M (-$38.8K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares91,457 from 92,115

Change-658 (-1%)

Value$2.1M (-$53.9K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares71,185 from 71,685

Change-500 (-1%)

Value$1.6M (-$41.7K)

Filed 2026-11-05

Todd Wealth Management, LLC

DECREASED

Shares70,325 from 70,475

Change-150 (0%)

Value$1.6M (-$33.1K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares54,217 from 54,891

Change-674 (-1%)

Value$1.2M (-$34.7K)

Filed 2026-10-13

PMG Family Office LLC

INCREASED

Shares49,710 from 49,667

Change+43 (+0%)

Value$1.1M (-$19.9K)

Filed 2026-10-19

Kestra Advisory Services, LLC

INCREASED

Shares45,504 from 42,125

Change+3,379 (+8%)

Value$1.1M (+$60.4K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares32,777 from 27,974

Change+4,803 (+17%)

Value$758.0K (+$99.0K)

Filed 2026-11-02

Joel Isaacson & Co., LLC

INCREASED

Shares31,830 from 31,334

Change+496 (+2%)

Value$735.9K (-$1.7K)

Filed 2026-11-05

Merit Financial Group, LLC

UNCHANGED

Shares29,786 from 29,786

Change0 (0%)

Value$688.7K (-$12.5K)

Filed 2026-11-06

Fairman Group, LLC

UNCHANGED

Shares28,557 from 28,557

Change0 (0%)

Value$660.2K (-$12.0K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

DECREASED

Shares26,544 from 27,097

Change-553 (-2%)

Value$613.7K (-$24.2K)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares24,668 from 20,287

Change+4,381 (+22%)

Value$570.3K (+$92.8K)

Filed 2026-10-30

City of London Investment Management Co LTD

UNCHANGED

Shares24,323 from 24,323

Change0 (0%)

Value$562.3K (-$10.2K)

Filed 2026-10-30

PNC Financial Services Group, Inc.

UNCHANGED

Shares20,181 from 20,181

Change0 (0%)

Value$466.6K (-$8.5K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares19,728 from 17,767

Change+1,961 (+11%)

Value$456.1K (+$37.9K)

Filed 2026-11-02

AlphaCore Capital LLC

INCREASED

Shares19,201 from 18,891

Change+310 (+2%)

Value$443.9K (-$764)

Filed 2026-11-04

180 Wealth Advisors, LLC

DECREASED

Shares18,225 from 18,672

Change-447 (-2%)

Value$421.4K (-$18.2K)

Filed 2026-11-03

Advisory Advocates, LLC

UNCHANGED

Shares17,498 from 17,498

Change0 (0%)

Value$404.6K (-$7.3K)

Filed 2026-11-05

Kestra Private Wealth Services, LLC

DECREASED

Shares16,671 from 23,717

Change-7,046 (-30%)

Value$385.4K (-$172.9K)

Filed 2026-11-06

Choreo, LLC

UNCHANGED

Shares16,125 from 16,125

Change0 (0%)

Value$372.8K (-$6.8K)

Filed 2026-10-28

Avantax Planning Partners, Inc.

UNCHANGED

Shares15,655 from 15,655

Change0 (0%)

Value$361.9K (-$6.6K)

Filed 2026-11-03

NWF Advisory Services Inc.

UNCHANGED

Shares15,467 from 15,467

Change0 (0%)

Value$357.6K (-$6.5K)

Filed 2026-10-19

Calamos Advisors LLC

NEW

Shares15,279

Change+15,279

Value$353.3K

Filed 2026-11-02

Formidable Asset Management, LLC

DECREASED

Shares15,258 from 15,555

Change-297 (-2%)

Value$359.2K (+$46.2K)

Filed 2026-11-03

United Advisor Group, LLC

INCREASED

Shares14,595 from 13,797

Change+798 (+6%)

Value$337.4K (+$12.7K)

Filed 2026-11-03

Silverlake Wealth Management LLC

INCREASED

Shares14,198 from 13,743

Change+455 (+3%)

Value$328.3K (+$4.8K)

Filed 2026-10-21

Indivisible Partners

UNCHANGED

Shares12,539 from 12,539

Change0 (0%)

Value$289.9K (-$5.3K)

Filed 2026-10-26

Accel Wealth Management

INCREASED

Shares12,239 from 11,157

Change+1,082 (+10%)

Value$283.0K (+$20.3K)

Filed 2026-10-13

Shikiar Asset Management Inc

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$243.0K (-$4.0K)

Filed 2026-10-20

D.A. Davidson & Co.

DECREASED

Shares9,643 from 12,743

Change-3,100 (-24%)

Value$222.9K (-$77.0K)

Filed 2026-10-28

Sowell Financial Services LLC

INCREASED

Shares9,640 from 9,484

Change+156 (+2%)

Value$222.9K (-$381)

Filed 2026-10-23

Ellis Investment Partners, LLC

INCREASED

Shares9,215 from 8,967

Change+248 (+3%)

Value$213.1K (+$2.0K)

Filed 2026-10-21

Capital Investment Advisors, LLC

DECREASED

Shares8,783 from 9,124

Change-341 (-4%)

Value$203.1K (-$11.7K)

Filed 2026-10-22

Blue Bell Private Wealth Management, LLC

INCREASED

Shares7,720 from 4,982

Change+2,738 (+55%)

Value$178.5K (+$61.2K)

Filed 2026-10-29

Northstar Asset Management Co

UNCHANGED

Shares5,300 from 5,300

Change0 (0%)

Value$123.3K (+$2.4K)

Filed 2026-10-22

Oakworth Capital, Inc.

UNCHANGED

Shares4,670 from 4,670

Change0 (0%)

Value$108.0K (-$2.0K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares2,658 from 2,658

Change0 (0%)

Value$62.6K ($0)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares2,459

Change+2,459

Value$56.9K

Filed 2026-11-03

Chung Wu Investment Group, LLC

UNCHANGED

Shares2,300 from 2,300

Change0 (0%)

Value$53.2K (-$966)

Filed 2026-11-03

Bangor Savings Bank

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$46.2K (-$840)

Filed 2026-10-06

Private Trust Co NA

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$46.2K (-$840)

Filed 2026-10-20

Mosley Wealth Management

UNCHANGED

Shares1,278 from 1,278

Change0 (0%)

Value$29.5K (-$575)

Filed 2026-10-16

Indiana Trust & Investment Management Co

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$27.7K (-$504)

Filed 2026-10-22

Salomon & Ludwin, LLC

UNCHANGED

Shares1,162 from 1,162

Change0 (0%)

Value$26.9K (-$407)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares1,100 from 2,100

Change-1,000 (-48%)

Value$25.4K (-$24.0K)

Filed 2026-10-08

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$30.3K (-$560)

Filed 2026-10-16

Latitude Advisors, LLC

NEW

Shares876

Change+876

Value$20.3K

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares788 from 775

Change+13 (+2%)

Value$18.2K (-$30)

Filed 2026-11-03

Cassaday & Co Wealth Management LLC

NEW

Shares560

Change+560

Value$12.9K

Filed 2026-10-27

Trust Co of Toledo NA

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$11.6K (-$210)

Filed 2026-10-16

TD Private Client Wealth LLC

UNCHANGED

Shares499 from 499

Change0 (0%)

Value$11.5K (-$209)

Filed 2026-10-28

Physician Wealth Advisors, Inc.

UNCHANGED

Shares495 from 495

Change0 (0%)

Value$11.4K (-$208)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$9.2K (-$168)

Filed 2026-11-05

Pinnacle Bancorp, Inc.

UNCHANGED

Shares389 from 389

Change0 (0%)

Value$9.0K (-$163)

Filed 2026-10-21

Assetmark, Inc

UNCHANGED

Shares384 from 384

Change0 (0%)

Value$8.9K (-$161)

Filed 2026-10-21

CX Institutional

NEW

Shares375

Change+375

Value$9

Filed 2026-10-02

Strategic Advocates LLC

DECREASED

Shares286 from 367

Change-81 (-22%)

Value$6.6K (-$2.0K)

Filed 2026-11-03

William Mack & Associates, Inc.

NEW

Shares228

Change+228

Value$5.3K

Filed 2026-10-27

Golden State Wealth Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$84)

Filed 2026-11-02

Bokf, NA

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.6K (-$84)

Filed 2026-10-27

JFS Wealth Advisors, LLC

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$1.5K (-$27)

Filed 2026-11-03

Reap Financial Group, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$37 ($0)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 11,039

Change-11,039 (-100%)

Value$0 (-$257.0K)

Filed 2026-10-13

StoneX Group Inc.

CLOSED

Shares0 from 10,466

Change-10,466 (-100%)

Value$0 (-$245.6K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 9,530

Change-9,530 (-100%)

Value$0 (-$224.3K)

Filed 2026-11-05

Prospera Financial Services Inc

CLOSED

Shares0 from 9,203

Change-9,203 (-100%)

Value$0 (-$216.7K)

Filed 2026-11-04

Smith Asset Management Co., LLC

CLOSED

Shares0 from 8,836

Change-8,836 (-100%)

Value$0 (-$208.0K)

Filed 2026-10-16

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 3,007

Change-3,007 (-100%)

Value$0 (-$70.8K)

Filed 2026-11-06

Axiom Investment Management LLC

CLOSED

Shares0 from 1,217

Change-1,217 (-100%)

Value$0 (-$28.7K)

Filed 2026-11-03

Towne Trust Company, N.a

CLOSED

Shares0 from 961

Change-961 (-100%)

Value$0 (-$22.6K)

Filed 2026-10-28

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 863

Change-863 (-100%)

Value$0 (-$20.3K)

Filed 2026-10-09

Community Financial Services Group, LLC

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$17.6K)

Filed 2026-10-15

NBH Bank

CLOSED

Shares0 from 263

Change-263 (-100%)

Value$0 (-$6.2K)

Filed 2026-11-05

Highline Wealth Partners LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-19

Concord Wealth Partners

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$3.5K)

Filed 2026-11-02

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 ($0)

Filed 2026-10-27

Morgan Stanley

N/A

Shares— from 2,605,701

Change-2,605,701 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,242,764

Change-2,242,764 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,438,101

Change-1,438,101 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 997,269

Change-997,269 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 844,848

Change-844,848 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 679,850

Change-679,850 (-100%)

Value—

McGowan Group Asset Management, Inc.

N/A

Shares— from 618,154

Change-618,154 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 348,068

Change-348,068 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 318,562

Change-318,562 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 302,683

Change-302,683 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 236,897

Change-236,897 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 199,304

Change-199,304 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 190,298

Change-190,298 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 177,254

Change-177,254 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 153,868

Change-153,868 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 130,651

Change-130,651 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 124,760

Change-124,760 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 120,563

Change-120,563 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 119,588

Change-119,588 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 111,394

Change-111,394 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 110,000

Change-110,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 106,792

Change-106,792 (-100%)

Value—

Edgewood Management LLC

N/A

Shares— from 82,000

Change-82,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 79,107

Change-79,107 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 51,172

Change-51,172 (-100%)

Value—

&partners

N/A

Shares— from 48,919

Change-48,919 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 45,559

Change-45,559 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 44,559

Change-44,559 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 39,082

Change-39,082 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 34,618

Change-34,618 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 30,874

Change-30,874 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 30,438

Change-30,438 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 29,705

Change-29,705 (-100%)

Value—

Adapt Wealth Advisors, LLC

N/A

Shares— from 26,543

Change-26,543 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 24,993

Change-24,993 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 23,500

Change-23,500 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 22,209

Change-22,209 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 20,614

Change-20,614 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 19,856

Change-19,856 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,436

Change-18,436 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,570

Change-17,570 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 17,355

Change-17,355 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 16,137

Change-16,137 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 15,803

Change-15,803 (-100%)

Value—

Commerce Bank

N/A

Shares— from 11,255

Change-11,255 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,667

Change-10,667 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 10,231

Change-10,231 (-100%)

Value—

Presper Financial Architects, LLC

N/A

Shares— from 10,010

Change-10,010 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 9,905

Change-9,905 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,638

Change-9,638 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,661

Change-8,661 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,639

Change-8,639 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 8,637

Change-8,637 (-100%)

Value—

Chesapeake Asset Management LLC

N/A

Shares— from 5,177

Change-5,177 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 4,884

Change-4,884 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 1,683

Change-1,683 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,641

Change-1,641 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 909

Change-909 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 569

Change-569 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 362

Change-362 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 332

Change-332 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	431,708	405,342	+26,366	+7%	$9.5M	$10.0M	+$439.3K	2026-11-06
Wolverine Asset Management LLC	INCREASED	234,503	206,719	+27,784	+13%	$4.9M	$5.4M	+$555.5K	2026-11-02
Shaker Financial Services, LLC	INCREASED	158,081	89,127	+68,954	+77%	$2.1M	$3.7M	+$1.6M	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	119,367	117,699	+1,668	+1%	$2.8M	$2.8M	-$10.9K	2026-11-02
Wagner Wealth Management, LLC	INCREASED	92,465	84,990	+7,475	+9%	$2.0M	$2.1M	+$137.1K	2026-10-21
Live Oak Private Wealth LLC	UNCHANGED	92,351	92,351	0	0%	$2.2M	$2.1M	-$38.8K	2026-11-02
Hennion & Walsh Asset Management, Inc.	DECREASED	91,457	92,115	-658	-1%	$2.2M	$2.1M	-$53.9K	2026-10-13
Fifth Third Bancorp	DECREASED	71,185	71,685	-500	-1%	$1.7M	$1.6M	-$41.7K	2026-11-05
Todd Wealth Management, LLC	DECREASED	70,325	70,475	-150	0%	$1.7M	$1.6M	-$33.1K	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	54,217	54,891	-674	-1%	$1.3M	$1.2M	-$34.7K	2026-10-13
PMG Family Office LLC	INCREASED	49,710	49,667	+43	+0%	$1.2M	$1.1M	-$19.9K	2026-10-19
Kestra Advisory Services, LLC	INCREASED	45,504	42,125	+3,379	+8%	$991.6K	$1.1M	+$60.4K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	32,777	27,974	+4,803	+17%	$659.0K	$758.0K	+$99.0K	2026-11-02
Joel Isaacson & Co., LLC	INCREASED	31,830	31,334	+496	+2%	$737.6K	$735.9K	-$1.7K	2026-11-05
Merit Financial Group, LLC	UNCHANGED	29,786	29,786	0	0%	$701.2K	$688.7K	-$12.5K	2026-11-06
Fairman Group, LLC	UNCHANGED	28,557	28,557	0	0%	$672.2K	$660.2K	-$12.0K	2026-10-26
Concurrent Investment Advisors, LLC	DECREASED	26,544	27,097	-553	-2%	$637.9K	$613.7K	-$24.2K	2026-10-16
Truist Financial Corp	INCREASED	24,668	20,287	+4,381	+22%	$477.6K	$570.3K	+$92.8K	2026-10-30
City of London Investment Management Co LTD	UNCHANGED	24,323	24,323	0	0%	$572.6K	$562.3K	-$10.2K	2026-10-30
PNC Financial Services Group, Inc.	UNCHANGED	20,181	20,181	0	0%	$475.1K	$466.6K	-$8.5K	2026-11-06
Creative Planning	INCREASED	19,728	17,767	+1,961	+11%	$418.2K	$456.1K	+$37.9K	2026-11-02
AlphaCore Capital LLC	INCREASED	19,201	18,891	+310	+2%	$444.7K	$443.9K	-$764	2026-11-04
180 Wealth Advisors, LLC	DECREASED	18,225	18,672	-447	-2%	$439.5K	$421.4K	-$18.2K	2026-11-03
Advisory Advocates, LLC	UNCHANGED	17,498	17,498	0	0%	$411.9K	$404.6K	-$7.3K	2026-11-05
Kestra Private Wealth Services, LLC	DECREASED	16,671	23,717	-7,046	-30%	$558.3K	$385.4K	-$172.9K	2026-11-06
Choreo, LLC	UNCHANGED	16,125	16,125	0	0%	$379.6K	$372.8K	-$6.8K	2026-10-28
Avantax Planning Partners, Inc.	UNCHANGED	15,655	15,655	0	0%	$368.5K	$361.9K	-$6.6K	2026-11-03
NWF Advisory Services Inc.	UNCHANGED	15,467	15,467	0	0%	$364.1K	$357.6K	-$6.5K	2026-10-19
Calamos Advisors LLC	NEW	15,279	—	+15,279	—	—	$353.3K	—	2026-11-02
Formidable Asset Management, LLC	DECREASED	15,258	15,555	-297	-2%	$313.0K	$359.2K	+$46.2K	2026-11-03
United Advisor Group, LLC	INCREASED	14,595	13,797	+798	+6%	$324.8K	$337.4K	+$12.7K	2026-11-03
Silverlake Wealth Management LLC	INCREASED	14,198	13,743	+455	+3%	$323.5K	$328.3K	+$4.8K	2026-10-21
Indivisible Partners	UNCHANGED	12,539	12,539	0	0%	$295.2K	$289.9K	-$5.3K	2026-10-26
Accel Wealth Management	INCREASED	12,239	11,157	+1,082	+10%	$262.6K	$283.0K	+$20.3K	2026-10-13
Shikiar Asset Management Inc	UNCHANGED	10,500	10,500	0	0%	$247.0K	$243.0K	-$4.0K	2026-10-20
D.A. Davidson & Co.	DECREASED	9,643	12,743	-3,100	-24%	$300.0K	$222.9K	-$77.0K	2026-10-28
Sowell Financial Services LLC	INCREASED	9,640	9,484	+156	+2%	$223.3K	$222.9K	-$381	2026-10-23
Ellis Investment Partners, LLC	INCREASED	9,215	8,967	+248	+3%	$211.1K	$213.1K	+$2.0K	2026-10-21
Capital Investment Advisors, LLC	DECREASED	8,783	9,124	-341	-4%	$214.8K	$203.1K	-$11.7K	2026-10-22
Blue Bell Private Wealth Management, LLC	INCREASED	7,720	4,982	+2,738	+55%	$117.3K	$178.5K	+$61.2K	2026-10-29
Northstar Asset Management Co	UNCHANGED	5,300	5,300	0	0%	$120.8K	$123.3K	+$2.4K	2026-10-22
Oakworth Capital, Inc.	UNCHANGED	4,670	4,670	0	0%	$109.9K	$108.0K	-$2.0K	2026-10-26
Allworth Financial LP	UNCHANGED	2,658	2,658	0	0%	$62.6K	$62.6K	$0	2026-11-06
Ascentis Independent Advisors	NEW	2,459	—	+2,459	—	—	$56.9K	—	2026-11-03
Chung Wu Investment Group, LLC	UNCHANGED	2,300	2,300	0	0%	$54.1K	$53.2K	-$966	2026-11-03
Bangor Savings Bank	UNCHANGED	2,000	2,000	0	0%	$47.1K	$46.2K	-$840	2026-10-06
Private Trust Co NA	UNCHANGED	2,000	2,000	0	0%	$47.1K	$46.2K	-$840	2026-10-20
Mosley Wealth Management	UNCHANGED	1,278	1,278	0	0%	$30.1K	$29.5K	-$575	2026-10-16
Indiana Trust & Investment Management Co	UNCHANGED	1,200	1,200	0	0%	$28.2K	$27.7K	-$504	2026-10-22
Salomon & Ludwin, LLC	UNCHANGED	1,162	1,162	0	0%	$27.3K	$26.9K	-$407	2026-10-29
Farther Finance Advisors, LLC	DECREASED	1,100	2,100	-1,000	-48%	$49.4K	$25.4K	-$24.0K	2026-10-08
DiNuzzo Private Wealth, Inc.	UNCHANGED	1,000	1,000	0	0%	$30.9K	$30.3K	-$560	2026-10-16
Latitude Advisors, LLC	NEW	876	—	+876	—	—	$20.3K	—	2026-10-27
Parallel Advisors, LLC	INCREASED	788	775	+13	+2%	$18.3K	$18.2K	-$30	2026-11-03
Cassaday & Co Wealth Management LLC	NEW	560	—	+560	—	—	$12.9K	—	2026-10-27
Trust Co of Toledo NA	UNCHANGED	500	500	0	0%	$11.8K	$11.6K	-$210	2026-10-16
TD Private Client Wealth LLC	UNCHANGED	499	499	0	0%	$11.7K	$11.5K	-$209	2026-10-28
Physician Wealth Advisors, Inc.	UNCHANGED	495	495	0	0%	$11.7K	$11.4K	-$208	2026-10-20
US Bancorp \de\	UNCHANGED	400	400	0	0%	$9.4K	$9.2K	-$168	2026-11-05
Pinnacle Bancorp, Inc.	UNCHANGED	389	389	0	0%	$9.2K	$9.0K	-$163	2026-10-21
Assetmark, Inc	UNCHANGED	384	384	0	0%	$9.0K	$8.9K	-$161	2026-10-21
CX Institutional	NEW	375	—	+375	—	—	$9	—	2026-10-02
Strategic Advocates LLC	DECREASED	286	367	-81	-22%	$8.6K	$6.6K	-$2.0K	2026-11-03
William Mack & Associates, Inc.	NEW	228	—	+228	—	—	$5.3K	—	2026-10-27
Golden State Wealth Management, LLC	UNCHANGED	200	200	0	0%	$4.7K	$4.6K	-$84	2026-11-02
Bokf, NA	UNCHANGED	200	200	0	0%	$4.7K	$4.6K	-$84	2026-10-27
JFS Wealth Advisors, LLC	UNCHANGED	63	63	0	0%	$1.5K	$1.5K	-$27	2026-11-03
Reap Financial Group, LLC	UNCHANGED	2	2	0	0%	$37	$37	$0	2026-11-02
B. Riley Wealth Advisors, Inc.	CLOSED	0	11,039	-11,039	-100%	$257.0K	$0	-$257.0K	2026-10-13
StoneX Group Inc.	CLOSED	0	10,466	-10,466	-100%	$245.6K	$0	-$245.6K	2026-11-03
J.W. Cole Advisors, Inc.	CLOSED	0	9,530	-9,530	-100%	$224.3K	$0	-$224.3K	2026-11-05
Prospera Financial Services Inc	CLOSED	0	9,203	-9,203	-100%	$216.7K	$0	-$216.7K	2026-11-04
Smith Asset Management Co., LLC	CLOSED	0	8,836	-8,836	-100%	$208.0K	$0	-$208.0K	2026-10-16
Institute for Wealth Management, Llc.	CLOSED	0	3,007	-3,007	-100%	$70.8K	$0	-$70.8K	2026-11-06
Axiom Investment Management LLC	CLOSED	0	1,217	-1,217	-100%	$28.7K	$0	-$28.7K	2026-11-03
Towne Trust Company, N.a	CLOSED	0	961	-961	-100%	$22.6K	$0	-$22.6K	2026-10-28
Armstrong Advisory Group, Inc	CLOSED	0	863	-863	-100%	$20.3K	$0	-$20.3K	2026-10-09
Community Financial Services Group, LLC	CLOSED	0	750	-750	-100%	$17.6K	$0	-$17.6K	2026-10-15
NBH Bank	CLOSED	0	263	-263	-100%	$6.2K	$0	-$6.2K	2026-11-05
Highline Wealth Partners LLC	CLOSED	0	150	-150	-100%	$3.5K	$0	-$3.5K	2026-10-19
Concord Wealth Partners	CLOSED	0	150	-150	-100%	$3.5K	$0	-$3.5K	2026-11-02
Capital Advisors, Ltd. LLC	CLOSED	0	2	-2	-100%	$0	$0	$0	2026-10-27
Morgan Stanley	N/A	—	2,605,701	-2,605,701	-100%	$61.3M	—	—	—
UBS Group AG	N/A	—	2,242,764	-2,242,764	-100%	$52.8M	—	—	—
Bank of America Corp	N/A	—	1,438,101	-1,438,101	-100%	$33.9M	—	—	—
Ameriprise Financial Inc	N/A	—	997,269	-997,269	-100%	$23.5M	—	—	—
Wells Fargo & Company	N/A	—	844,848	-844,848	-100%	$19.9M	—	—	—
1607 Capital Partners, LLC	N/A	—	679,850	-679,850	-100%	$16.0M	—	—	—
McGowan Group Asset Management, Inc.	N/A	—	618,154	-618,154	-100%	$14.6M	—	—	—
Raymond James Financial Inc	N/A	—	348,068	-348,068	-100%	$8.2M	—	—	—
Royal Bank of Canada	N/A	—	318,562	-318,562	-100%	$7.5M	—	—	—
Heron Bay Capital Management	N/A	—	302,683	-302,683	-100%	$7.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	236,897	-236,897	-100%	$5.6M	—	—	—
First Trust Advisors LP	N/A	—	199,304	-199,304	-100%	$4.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	190,298	-190,298	-100%	$4.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	177,254	-177,254	-100%	$4.2M	—	—	—
Cohen & Steers, Inc.	N/A	—	153,868	-153,868	-100%	$3.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	130,651	-130,651	-100%	$3.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	124,760	-124,760	-100%	$2.9M	—	—	—
Sanctuary Advisors, LLC	N/A	—	120,563	-120,563	-100%	$2.8M	—	—	—
Guggenheim Capital LLC	N/A	—	119,588	-119,588	-100%	$2.8M	—	—	—
WealthTrust Axiom LLC	N/A	—	111,394	-111,394	-100%	$2.6M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	110,000	-110,000	-100%	$2.6M	—	—	—
Cetera Investment Advisers	N/A	—	106,792	-106,792	-100%	$2.5M	—	—	—
Edgewood Management LLC	N/A	—	82,000	-82,000	-100%	$1.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	79,107	-79,107	-100%	$1.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	51,172	-51,172	-100%	$1.2M	—	—	—
&partners	N/A	—	48,919	-48,919	-100%	$1.2M	—	—	—
BFC Planning, Inc.	N/A	—	45,559	-45,559	-100%	$1.1M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	44,559	-44,559	-100%	$1.0M	—	—	—
Choate Investment Advisors	N/A	—	40,000	-40,000	-100%	$941.6K	—	—	—
PFG Investments, LLC	N/A	—	39,082	-39,082	-100%	$920.0K	—	—	—
Stifel Financial Corp	N/A	—	34,618	-34,618	-100%	$814.9K	—	—	—
XTX Topco Ltd	N/A	—	30,874	-30,874	-100%	$726.8K	—	—	—
1776 Wealth LLC	N/A	—	30,438	-30,438	-100%	$716.5K	—	—	—
HighTower Advisors, LLC	N/A	—	29,705	-29,705	-100%	$699.3K	—	—	—
Adapt Wealth Advisors, LLC	N/A	—	26,543	-26,543	-100%	$624.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	24,993	-24,993	-100%	$588.3K	—	—	—
Palogic Value Management, L.P.	N/A	—	23,500	-23,500	-100%	$553.2K	—	—	—
WCG Wealth Advisors LLC	N/A	—	22,209	-22,209	-100%	$522.8K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	20,614	-20,614	-100%	$485.3K	—	—	—
Denver Wealth Management, Inc.	N/A	—	19,856	-19,856	-100%	$467.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	18,436	-18,436	-100%	$434.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,570	-17,570	-100%	$413.6K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	17,355	-17,355	-100%	$408.0K	—	—	—
AQR Capital Management LLC	N/A	—	16,137	-16,137	-100%	$379.9K	—	—	—
Logan Stone Capital, LLC	N/A	—	15,803	-15,803	-100%	$372.0K	—	—	—
Commerce Bank	N/A	—	11,255	-11,255	-100%	$264.9K	—	—	—
Mariner, LLC	N/A	—	10,667	-10,667	-100%	$251.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	10,231	-10,231	-100%	$240.8K	—	—	—
Presper Financial Architects, LLC	N/A	—	10,010	-10,010	-100%	$235.6K	—	—	—
MidFirst Bank	N/A	—	10,000	-10,000	-100%	$235.4K	—	—	—
Captrust Financial Advisors	N/A	—	9,905	-9,905	-100%	$233.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,638	-9,638	-100%	$226.9K	—	—	—
IFG Advisory, LLC	N/A	—	8,661	-8,661	-100%	$203.9K	—	—	—
Cerity Partners LLC	N/A	—	8,639	-8,639	-100%	$203.4K	—	—	—
CreativeOne Wealth, LLC	N/A	—	8,637	-8,637	-100%	$203.3K	—	—	—
Chesapeake Asset Management LLC	N/A	—	5,177	-5,177	-100%	$121.9K	—	—	—
Arax Advisory Partners	N/A	—	4,884	-4,884	-100%	$115.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,050	-3,050	-100%	$71.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	1,683	-1,683	-100%	$39.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,641	-1,641	-100%	$38.6K	—	—	—
Millstone Evans Group, LLC	N/A	—	1,440	-1,440	-100%	$33.9K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	909	-909	-100%	$21.4K	—	—	—
PlanVest Financial, Inc	N/A	—	569	-569	-100%	$13.4K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	400	-400	-100%	$9.4K	—	—	—
JPMorgan Chase & Co	N/A	—	362	-362	-100%	$8.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	332	-332	-100%	$7.8K	—	—	—

Showing 148 of 148 institutions