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Eaton Vance T/M Buy-Writ OPP (ETV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,653,390 from 1,871,053
Change-217,663 (-12%)
Value$24.7M (-$3.2M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares845,392 from 268,687
Change+576,705 (+215%)
Value$12.6M (+$8.6M)
Filed 2026-11-02
Sims Investment Management, LLC
DECREASED
Shares385,399 from 386,085
Change-686 (0%)
Value$5.8M (+$5.2K)
Filed 2026-10-13
Kingstone Capital Partners Texas, LLC
INCREASED
Shares339,553 from 314,746
Change+24,807 (+8%)
Value$5.1M (+$382.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares265,136 from 263,007
Change+2,129 (+1%)
Value$4.0M (+$42.3K)
Filed 2026-11-02
Thayer Partners, LLC / MA
DECREASED
Shares212,261 from 213,499
Change-1,238 (-1%)
Value$3.2M (-$9.9K)
Filed 2026-11-06
Advisory Solutions Group, LLC
INCREASED
Shares208,324 from 175,159
Change+33,165 (+19%)
Value$3.1M (+$501.8K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares148,330 from 146,965
Change+1,365 (+1%)
Value$2.2M (+$26.0K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
INCREASED
Shares131,886 from 120,224
Change+11,662 (+10%)
Value$2.0M (+$179.7K)
Filed 2026-10-28
Naples Global Advisors, LLC
DECREASED
Shares128,813 from 133,413
Change-4,600 (-3%)
Value$1.9M (-$63.3K)
Filed 2026-11-05
Advisory Advocates, LLC
INCREASED
Shares125,828 from 123,408
Change+2,420 (+2%)
Value$1.9M (+$41.0K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares119,504 from 165,095
Change-45,591 (-28%)
Value$1.8M (-$673.6K)
Filed 2026-10-30
Meridian Wealth Management, LLC
DECREASED
Shares117,345 from 127,068
Change-9,723 (-8%)
Value$1.8M (-$140.0K)
Filed 2026-11-05
PMG Family Office LLC
INCREASED
Shares104,774 from 104,440
Change+334 (+0%)
Value$1.6M (+$9.2K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares97,277 from 101,844
Change-4,567 (-4%)
Value$1.5M (-$64.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares92,911 from 95,968
Change-3,057 (-3%)
Value$1.4M (-$41.8K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares84,516 from 101,069
Change-16,553 (-16%)
Value$1.3M (-$242.9K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares79,966 from 64,549
Change+15,417 (+24%)
Value$1.2M (+$232.6K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares67,213 from 66,563
Change+650 (+1%)
Value$970.6K (-$19.9K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares54,284 from 54,625
Change-341 (-1%)
Value$809.9K (-$2.9K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
DECREASED
Shares46,318 from 46,649
Change-331 (-1%)
Value$691.1K (-$3.1K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares45,871 from 47,322
Change-1,451 (-3%)
Value$684.4K (-$19.8K)
Filed 2026-11-02
Commons Capital, LLC
INCREASED
Shares41,055 from 40,582
Change+473 (+1%)
Value$612.5K (+$8.7K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares40,118 from 42,685
Change-2,567 (-6%)
Value$598.6K (-$36.6K)
Filed 2026-10-16
Stableford Capital II LLC
INCREASED
Shares37,556 from 34,880
Change+2,676 (+8%)
Value$560.3K (+$41.3K)
Filed 2026-10-09
Wealth Effects LLC
INCREASED
Shares36,828 from 36,685
Change+143 (+0%)
Value$549.5K (+$3.6K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares35,154 from 36,021
Change-867 (-2%)
Value$524.5K (-$11.5K)
Filed 2026-11-05
Shaker Financial Services, LLC
NEW
Shares34,789
Change+34,789
Value$519.1K
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares33,504
Change+33,504
Value$499.9K
Filed 2026-10-19
Mccarter Private Wealth Services LLC
INCREASED
Shares29,005 from 23,852
Change+5,153 (+22%)
Value$432.8K (+$77.8K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares28,820 from 28,820
Change0 (0%)
Value$430.0K (+$1.2K)
Filed 2026-10-26
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares28,770 from 28,770
Change0 (0%)
Value$454.9K (+$2.0K)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares27,847 from 28,018
Change-171 (-1%)
Value$388.5K (-$30.1K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares27,252 from 25,046
Change+2,206 (+9%)
Value$406.6K (+$33.9K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares25,395 from 18,206
Change+7,189 (+39%)
Value$378.9K (+$108.0K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares24,808 from 26,640
Change-1,832 (-7%)
Value$370.1K (-$26.3K)
Filed 2026-10-13
Integrated Capital Management, Inc.
DECREASED
Shares23,276 from 27,805
Change-4,529 (-16%)
Value$347.3K (-$66.5K)
Filed 2026-10-09
Shikiar Asset Management Inc
UNCHANGED
Shares23,075 from 23,075
Change0 (0%)
Value$344.0K (+$1.0K)
Filed 2026-10-20
Davenport & Co LLC
NEW
Shares20,562
Change+20,562
Value$306.8K
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares20,435 from 18,137
Change+2,298 (+13%)
Value$304.9K (+$35.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares19,224 from 12,410
Change+6,814 (+55%)
Value$286.8K (+$102.2K)
Filed 2026-10-23
Summit Investment Advisory Services, LLC
INCREASED
Shares19,201 from 18,826
Change+375 (+2%)
Value$286.5K (+$6.4K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares18,600 from 14,600
Change+4,000 (+27%)
Value$277.5K (+$60.3K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares17,468 from 17,242
Change+226 (+1%)
Value$260.6K (+$4.1K)
Filed 2026-10-21
Worth Asset Management, LLC
UNCHANGED
Shares17,215 from 17,215
Change0 (0%)
Value$256.8K (+$689)
Filed 2026-10-07
Diversified Enterprises, LLC
INCREASED
Shares16,759 from 16,693
Change+66 (+0%)
Value$250.0K (+$1.6K)
Filed 2026-10-19
Cannon Advisors, Inc.
INCREASED
Shares15,040 from 14,745
Change+295 (+2%)
Value$226.3K (+$3.0K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
UNCHANGED
Shares14,314 from 14,314
Change0 (0%)
Value$213.6K (+$573)
Filed 2026-10-16
Greenleaf Trust
UNCHANGED
Shares14,099 from 14,099
Change0 (0%)
Value$210.4K (+$564)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares13,975 from 15,590
Change-1,615 (-10%)
Value$208.5K (-$23.5K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,972 from 11,621
Change+2,351 (+20%)
Value$209.4K (+$32.2K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares13,679 from 13,543
Change+136 (+1%)
Value$204.1K (+$2.6K)
Filed 2026-11-05
M.E. Allison & Co., Inc.
INCREASED
Shares13,367 from 13,336
Change+31 (+0%)
Value$199.4K (+$991)
Filed 2026-10-09
Burford Brothers, Inc.
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$196.9K (+$528)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares13,168 from 14,420
Change-1,252 (-9%)
Value$196.0K (-$19.0K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,058 from 11,685
Change+1,373 (+12%)
Value$194.8K (+$23.4K)
Filed 2026-10-13
Principle Wealth Partners LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$191.0K (+$512)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,116 from 12,045
Change+71 (+1%)
Value$180.8K (+$1.5K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
NEW
Shares11,756
Change+11,756
Value$175.4K
Filed 2026-10-19
Focused Wealth Management, Inc
DECREASED
Shares11,562 from 12,615
Change-1,053 (-8%)
Value$172.5K (-$15.2K)
Filed 2026-10-30
Pinnacle Associates LTD
UNCHANGED
Shares11,219 from 11,219
Change0 (0%)
Value$167.4K (+$448)
Filed 2026-10-20
Arlington Capital Management Inc
NEW
Shares10,448
Change+10,448
Value$155.9K
Filed 2026-10-30
Stolper Co
UNCHANGED
Shares10,394 from 10,394
Change0 (0%)
Value$155.0K (+$154.8K)
Filed 2026-10-13
MGO One Seven LLC
NEW
Shares10,183
Change+10,183
Value$151.9K
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares10,183 from 10,400
Change-217 (-2%)
Value$151.9K (-$2.8K)
Filed 2026-11-04
International Assets Investment Management, LLC
DECREASED
Shares10,104 from 11,969
Change-1,865 (-16%)
Value$151.1K (-$27.7K)
Filed 2026-11-02
Rhodes Investment Advisors Inc
DECREASED
Shares10,000 from 11,000
Change-1,000 (-9%)
Value$149.2K (-$14.5K)
Filed 2026-10-07
Allworth Financial LP
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$142.8K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares9,518 from 9,397
Change+121 (+1%)
Value$142.0K (+$2.2K)
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares8,252 from 8,252
Change0 (0%)
Value$123.1K (+$330)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$95.8K (+$257)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares6,161 from 6,161
Change0 (0%)
Value$91 (-$90.9K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares5,140 from 5,127
Change+13 (+0%)
Value$76.7K (+$391)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares5,024 from 5,352
Change-328 (-6%)
Value$75.0K (-$4.7K)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares4,777 from 4,753
Change+24 (+1%)
Value$71.3K (+$555)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares4,713 from 3,075
Change+1,638 (+53%)
Value$70.3K (+$24.6K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$65.6K (+$176)
Filed 2026-10-05
Markowski Investments
INCREASED
Shares3,973 from 3,669
Change+304 (+8%)
Value$59.3K (+$4.7K)
Filed 2026-10-30
Barrett & Company, Inc.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$53.7K (+$144)
Filed 2026-10-22
Rydar Equities, Inc.
NEW
Shares2,833
Change+2,833
Value$42.2K
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$37.3K (+$100)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$29.8K (+$80)
Filed 2026-10-29
Bokf, NA
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$27.2K (+$72)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$19.4K (+$52)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,254 from 222
Change+1,032 (+465%)
Value$5.0K (+$5.0K)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$17.3K (+$46)
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares1,100
Change+1,100
Value$16.4K
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares789 from 779
Change+10 (+1%)
Value$11.8K (+$177)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$7.7K (+$21)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$7.5K (+$20)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$6.0K (+$16)
Filed 2026-10-21
Assetmark, Inc
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$5.0K (+$13)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.0K (+$8)
Filed 2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$1.6K (+$5)
Filed 2026-11-03
Mission Wealth Management, LP
CLOSED
Shares0 from 11,748
Change-11,748 (-100%)
Value$0 (-$174.8K)
Filed 2026-10-15
Calamos Advisors LLC
CLOSED
Shares0 from 11,105
Change-11,105 (-100%)
Value$0 (-$165.2K)
Filed 2026-11-02
BankPlus Trust Department
CLOSED
Shares0 from 5,560
Change-5,560 (-100%)
Value$0 (-$82.7K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 3,771
Change-3,771 (-100%)
Value$0 (-$56.1K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,145
Change-3,145 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-14
Gamma Investing LLC
CLOSED
Shares0 from 2,971
Change-2,971 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-08
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,784
Change-2,784 (-100%)
Value$0 (-$41.4K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-06
Highline Wealth Partners LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 1,869,128
Change-1,869,128 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,457,304
Change-1,457,304 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,445,729
Change-1,445,729 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,169,365
Change-1,169,365 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 973,129
Change-973,129 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 671,347
Change-671,347 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 617,433
Change-617,433 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 591,357
Change-591,357 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 491,893
Change-491,893 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 482,971
Change-482,971 (-100%)
Value—
UBS Group AG
N/A
Shares— from 467,155
Change-467,155 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 437,539
Change-437,539 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 436,144
Change-436,144 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 434,339
Change-434,339 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 407,816
Change-407,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 396,176
Change-396,176 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 309,082
Change-309,082 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 301,867
Change-301,867 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 288,807
Change-288,807 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 259,687
Change-259,687 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 218,139
Change-218,139 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 198,047
Change-198,047 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 188,626
Change-188,626 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 183,717
Change-183,717 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 174,295
Change-174,295 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 144,974
Change-144,974 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 119,705
Change-119,705 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 110,696
Change-110,696 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 107,608
Change-107,608 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 100,931
Change-100,931 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 99,309
Change-99,309 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 92,695
Change-92,695 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,280
Change-78,280 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,958
Change-66,958 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 65,264
Change-65,264 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,411
Change-59,411 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,187
Change-51,187 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 49,640
Change-49,640 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 44,997
Change-44,997 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 41,625
Change-41,625 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 38,604
Change-38,604 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,495
Change-38,495 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,640
Change-37,640 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,480
Change-33,480 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 33,229
Change-33,229 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 31,476
Change-31,476 (-100%)
Value—
&partners
N/A
Shares— from 30,706
Change-30,706 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 29,630
Change-29,630 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 24,960
Change-24,960 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,554
Change-22,554 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,397
Change-20,397 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 20,397
Change-20,397 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 18,773
Change-18,773 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,751
Change-17,751 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,681
Change-17,681 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,633
Change-17,633 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,162
Change-17,162 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,777
Change-16,777 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,252
Change-14,252 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 11,966
Change-11,966 (-100%)
Value—
YCG, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,673
Change-10,673 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 937
Change-937 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 635
Change-635 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 316
Change-316 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,653,3901,871,053-217,663-12%$27.8M$24.7M-$3.2M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED845,392268,687+576,705+215%$4.0M$12.6M+$8.6M2026-11-02
Sims Investment Management, LLC
DECREASED385,399386,085-6860%$5.7M$5.8M+$5.2K2026-10-13
Kingstone Capital Partners Texas, LLC
INCREASED339,553314,746+24,807+8%$4.7M$5.1M+$382.7K2026-11-03
Commonwealth Equity Services, LLC
INCREASED265,136263,007+2,129+1%$3.9M$4.0M+$42.3K2026-11-02
Thayer Partners, LLC / MA
DECREASED212,261213,499-1,238-1%$3.2M$3.2M-$9.9K2026-11-06
Advisory Solutions Group, LLC
INCREASED208,324175,159+33,165+19%$2.6M$3.1M+$501.8K2026-10-14
Park Avenue Securities LLC
INCREASED148,330146,965+1,365+1%$2.2M$2.2M+$26.0K2026-10-26
Outlook Wealth Advisors, LLC
INCREASED131,886120,224+11,662+10%$1.8M$2.0M+$179.7K2026-10-28
Naples Global Advisors, LLC
DECREASED128,813133,413-4,600-3%$2.0M$1.9M-$63.3K2026-11-05
Advisory Advocates, LLC
INCREASED125,828123,408+2,420+2%$1.8M$1.9M+$41.0K2026-11-05
Truist Financial Corp
DECREASED119,504165,095-45,591-28%$2.5M$1.8M-$673.6K2026-10-30
Meridian Wealth Management, LLC
DECREASED117,345127,068-9,723-8%$1.9M$1.8M-$140.0K2026-11-05
PMG Family Office LLC
INCREASED104,774104,440+334+0%$1.6M$1.6M+$9.2K2026-10-19
Wedbush Securities Inc
DECREASED97,277101,844-4,567-4%$1.5M$1.5M-$64.0K2026-10-22
Kestra Advisory Services, LLC
DECREASED92,91195,968-3,057-3%$1.4M$1.4M-$41.8K2026-11-02
Obermeyer Wealth Partners
DECREASED84,516101,069-16,553-16%$1.5M$1.3M-$242.9K2026-10-21
Oppenheimer & Co Inc
INCREASED79,96664,549+15,417+24%$960.5K$1.2M+$232.6K2026-10-26
Prospera Financial Services Inc
INCREASED67,21366,563+650+1%$990.5K$970.6K-$19.9K2026-11-04
Focus Financial Network, Inc.
DECREASED54,28454,625-341-1%$812.8K$809.9K-$2.9K2026-10-14
Wealth Alliance Advisory Group, LLC
DECREASED46,31846,649-331-1%$694.1K$691.1K-$3.1K2026-10-14
Creative Planning
DECREASED45,87147,322-1,451-3%$704.2K$684.4K-$19.8K2026-11-02
Commons Capital, LLC
INCREASED41,05540,582+473+1%$603.9K$612.5K+$8.7K2026-11-05
SteelPeak Wealth, LLC
DECREASED40,11842,685-2,567-6%$635.2K$598.6K-$36.6K2026-10-16
Stableford Capital II LLC
INCREASED37,55634,880+2,676+8%$519.0K$560.3K+$41.3K2026-10-09
Wealth Effects LLC
INCREASED36,82836,685+143+0%$545.9K$549.5K+$3.6K2026-10-23
Fifth Third Bancorp
DECREASED35,15436,021-867-2%$536.0K$524.5K-$11.5K2026-11-05
Shaker Financial Services, LLC
NEW34,789—+34,789——$519.1K—2026-10-14
Stackstone Wealth, LLC
NEW33,504—+33,504——$499.9K—2026-10-19
Mccarter Private Wealth Services LLC
INCREASED29,00523,852+5,153+22%$354.9K$432.8K+$77.8K2026-10-22
Lanark Financial, Inc.
UNCHANGED28,82028,82000%$428.8K$430.0K+$1.2K2026-10-26
American Institute for Advanced Investment Management, LLP
UNCHANGED28,77028,77000%$452.8K$454.9K+$2.0K2026-11-03
HBK Sorce Advisory LLC
DECREASED27,84728,018-171-1%$418.6K$388.5K-$30.1K2026-11-06
Triumph Capital Management
INCREASED27,25225,046+2,206+9%$372.7K$406.6K+$33.9K2026-10-14
D.A. Davidson & Co.
INCREASED25,39518,206+7,189+39%$270.9K$378.9K+$108.0K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED24,80826,640-1,832-7%$396.4K$370.1K-$26.3K2026-10-13
Integrated Capital Management, Inc.
DECREASED23,27627,805-4,529-16%$413.7K$347.3K-$66.5K2026-10-09
Shikiar Asset Management Inc
UNCHANGED23,07523,07500%$343.0K$344.0K+$1.0K2026-10-20
Davenport & Co LLC
NEW20,562—+20,562——$306.8K—2026-10-14
J.W. Cole Advisors, Inc.
INCREASED20,43518,137+2,298+13%$269.9K$304.9K+$35.0K2026-11-05
Sigma Planning Corp
INCREASED19,22412,410+6,814+55%$184.7K$286.8K+$102.2K2026-10-23
Summit Investment Advisory Services, LLC
INCREASED19,20118,826+375+2%$280.1K$286.5K+$6.4K2026-11-03
HB Wealth Management, LLC
INCREASED18,60014,600+4,000+27%$217.2K$277.5K+$60.3K2026-10-23
Silverlake Wealth Management LLC
INCREASED17,46817,242+226+1%$256.6K$260.6K+$4.1K2026-10-21
Worth Asset Management, LLC
UNCHANGED17,21517,21500%$256.2K$256.8K+$6892026-10-07
Diversified Enterprises, LLC
INCREASED16,75916,693+66+0%$248.4K$250.0K+$1.6K2026-10-19
Cannon Advisors, Inc.
INCREASED15,04014,745+295+2%$223.4K$226.3K+$3.0K2026-10-14
AlphaStar Capital Management, LLC
UNCHANGED14,31414,31400%$213.0K$213.6K+$5732026-10-16
Greenleaf Trust
UNCHANGED14,09914,09900%$209.8K$210.4K+$5642026-10-29
Tcfg Investment Advisors, LLC
DECREASED13,97515,590-1,615-10%$232.0K$208.5K-$23.5K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED13,97211,621+2,351+20%$177.2K$209.4K+$32.2K2026-10-13
Jacobi Capital Management LLC
INCREASED13,67913,543+136+1%$201.5K$204.1K+$2.6K2026-11-05
M.E. Allison & Co., Inc.
INCREASED13,36713,336+31+0%$198.4K$199.4K+$9912026-10-09
Burford Brothers, Inc.
UNCHANGED13,20013,20000%$196.4K$196.9K+$5282026-10-21
Thrivent Financial for Lutherans
DECREASED13,16814,420-1,252-9%$215.0K$196.0K-$19.0K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED13,05811,685+1,373+12%$171.4K$194.8K+$23.4K2026-10-13
Principle Wealth Partners LLC
UNCHANGED12,80012,80000%$190.5K$191.0K+$5122026-11-02
Grimes & Co Wealth Management, LLC
INCREASED12,11612,045+71+1%$179.2K$180.8K+$1.5K2026-10-29
Acorn Wealth Advisors, LLC
NEW11,756—+11,756——$175.4K—2026-10-19
Focused Wealth Management, Inc
DECREASED11,56212,615-1,053-8%$187.7K$172.5K-$15.2K2026-10-30
Pinnacle Associates LTD
UNCHANGED11,21911,21900%$166.9K$167.4K+$4482026-10-20
Arlington Capital Management Inc
NEW10,448—+10,448——$155.9K—2026-10-30
Stolper Co
UNCHANGED10,39410,39400%$155$155.0K+$154.8K2026-10-13
MGO One Seven LLC
NEW10,183—+10,183——$151.9K—2026-10-28
Cornerstone Wealth Management, LLC
DECREASED10,18310,400-217-2%$154.8K$151.9K-$2.8K2026-11-04
International Assets Investment Management, LLC
DECREASED10,10411,969-1,865-16%$178.7K$151.1K-$27.7K2026-11-02
Rhodes Investment Advisors Inc
DECREASED10,00011,000-1,000-9%$163.7K$149.2K-$14.5K2026-10-07
Allworth Financial LP
UNCHANGED9,6009,60000%$142.8K$142.8K$02026-11-06
Parallel Advisors, LLC
INCREASED9,5189,397+121+1%$139.8K$142.0K+$2.2K2026-11-03
Kentucky Trust Co
UNCHANGED8,2528,25200%$122.8K$123.1K+$3302026-10-15
Princeton Global Asset Management LLC
UNCHANGED6,4206,42000%$95.5K$95.8K+$2572026-10-21
Avion Wealth
UNCHANGED6,1616,16100%$91.0K$91-$90.9K2026-11-04
Private Trust Co NA
INCREASED5,1405,127+13+0%$76.3K$76.7K+$3912026-10-20
IFP Advisors, Inc
DECREASED5,0245,352-328-6%$79.6K$75.0K-$4.7K2026-10-16
Main Street Group, LTD
INCREASED4,7774,753+24+1%$70.7K$71.3K+$5552026-10-28
US Bancorp \de\
INCREASED4,7133,075+1,638+53%$45.8K$70.3K+$24.6K2026-11-05
Olistico Wealth, LLC
UNCHANGED4,4004,40000%$65.5K$65.6K+$1762026-10-05
Markowski Investments
INCREASED3,9733,669+304+8%$54.6K$59.3K+$4.7K2026-10-30
Barrett & Company, Inc.
UNCHANGED3,6003,60000%$53.6K$53.7K+$1442026-10-22
Rydar Equities, Inc.
NEW2,833—+2,833——$42.2K—2026-10-13
Central Trust Co
UNCHANGED2,5002,50000%$37.2K$37.3K+$1002026-11-05
Montag A & Associates Inc
UNCHANGED2,0002,00000%$29.8K$29.8K+$802026-10-29
Bokf, NA
UNCHANGED1,8201,82000%$27.1K$27.2K+$722026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED1,2971,29700%$19.3K$19.4K+$522026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED1,254222+1,032+465%$3$5.0K+$5.0K2026-11-04
CoreCap Advisors, LLC
UNCHANGED1,1571,15700%$17.2K$17.3K+$462026-10-08
PNC Financial Services Group, Inc.
NEW1,100—+1,100——$16.4K—2026-11-06
Farther Finance Advisors, LLC
INCREASED789779+10+1%$11.6K$11.8K+$1772026-10-08
Spire Wealth Management
UNCHANGED51751700%$7.7K$7.7K+$212026-10-30
Larson Financial Group LLC
UNCHANGED50050000%$7.4K$7.5K+$202026-11-05
Trust Co of Vermont
UNCHANGED40040000%$6.0K$6.0K+$162026-10-21
Assetmark, Inc
UNCHANGED33633600%$5.0K$5.0K+$132026-10-21
Armstrong Advisory Group, Inc
UNCHANGED20020000%$3.0K$3.0K+$82026-10-09
JFS Wealth Advisors, LLC
UNCHANGED10910900%$1.6K$1.6K+$52026-11-03
Mission Wealth Management, LP
CLOSED011,748-11,748-100%$174.8K$0-$174.8K2026-10-15
Calamos Advisors LLC
CLOSED011,105-11,105-100%$165.2K$0-$165.2K2026-11-02
BankPlus Trust Department
CLOSED05,560-5,560-100%$82.7K$0-$82.7K2026-11-06
Axiom Investment Management LLC
CLOSED03,771-3,771-100%$56.1K$0-$56.1K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,145-3,145-100%$46.8K$0-$46.8K2026-10-14
Gamma Investing LLC
CLOSED02,971-2,971-100%$44.2K$0-$44.2K2026-10-08
Vermillion Wealth Management, Inc.
CLOSED02,784-2,784-100%$41.4K$0-$41.4K2026-10-26
Institute for Wealth Management, Llc.
CLOSED0220-220-100%$3.3K$0-$3.3K2026-11-06
Highline Wealth Partners LLC
CLOSED0200-200-100%$3.0K$0-$3.0K2026-10-19
Morgan Stanley
N/A—1,869,128-1,869,128-100%$27.8M———
Guggenheim Capital LLC
N/A—1,457,304-1,457,304-100%$21.7M———
Invesco Ltd.
N/A—1,445,729-1,445,729-100%$21.5M———
Raymond James Financial Inc
N/A—1,169,365-1,169,365-100%$17.4M———
Paragon Financial Partners, Inc.
N/A—973,129-973,129-100%$14.3M———
Bank of America Corp
N/A—671,347-671,347-100%$10.0M———
Balanced Wealth Group LLC
N/A—617,433-617,433-100%$9.2M———
Principal Securities, Inc.
N/A—591,357-591,357-100%$8.8M———
Wells Fargo & Company
N/A—491,893-491,893-100%$7.3M———
Ameriprise Financial Inc
N/A—482,971-482,971-100%$7.2M———
UBS Group AG
N/A—467,155-467,155-100%$7.0M———
Steward Partners Investment Advisory, LLC
N/A—437,539-437,539-100%$6.5M———
Royal Bank of Canada
N/A—436,144-436,144-100%$6.5M———
MML Investors Services, LLC
N/A—434,339-434,339-100%$6.5M———
Cetera Investment Advisers
N/A—407,816-407,816-100%$6.1M———
Osaic Holdings, Inc.
N/A—396,176-396,176-100%$5.9M———
Envestnet Asset Management Inc
N/A—309,082-309,082-100%$4.6M———
Franklin Resources Inc
N/A—301,867-301,867-100%$4.5M———
Advisors Asset Management, Inc.
N/A—288,807-288,807-100%$4.3M———
Focus Partners Wealth
N/A—259,687-259,687-100%$3.9M———
Sharpepoint LLC
N/A—218,139-218,139-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—198,047-198,047-100%$2.9M———
1607 Capital Partners, LLC
N/A—188,626-188,626-100%$2.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—183,717-183,717-100%$2.7M———
Emissary Wealth LLC
N/A—174,295-174,295-100%$2.6M———
Rockefeller Capital Management L.P.
N/A—144,974-144,974-100%$2.2M———
Mutual Advisors, LLC
N/A—119,705-119,705-100%$1.8M———
IEQ Capital, LLC
N/A—110,696-110,696-100%$1.6M———
Private Advisor Group, LLC
N/A—107,608-107,608-100%$1.6M———
Cohen & Steers, Inc.
N/A—100,931-100,931-100%$1.5M———
Two Sigma Investments, LP
N/A—99,309-99,309-100%$1.5M———
Cresset Asset Management, LLC
N/A—92,695-92,695-100%$1.4M———
Stifel Financial Corp
N/A—78,280-78,280-100%$1.2M———
NewEdge Advisors, LLC
N/A—66,958-66,958-100%$996.3K———
Janney Montgomery Scott LLC
N/A—65,264-65,264-100%$971.0K———
HighTower Advisors, LLC
N/A—59,411-59,411-100%$884.0K———
Sanctuary Advisors, LLC
N/A—51,187-51,187-100%$761.7K———
Curi Capital, LLC
N/A—49,640-49,640-100%$738.6K———
Choate Investment Advisors
N/A—45,000-45,000-100%$669.6K———
WCG Wealth Advisors LLC
N/A—44,997-44,997-100%$669.6K———
Spartan Wealth Advisory Services LLC
N/A—41,625-41,625-100%$619.4K———
IHT Wealth Management, LLC
N/A—39,500-39,500-100%$587.8K———
Summit Financial, LLC
N/A—38,604-38,604-100%$574.4K———
Mercer Global Advisors Inc
N/A—38,495-38,495-100%$571.7K———
EP Wealth Advisors, LLC
N/A—38,473-38,473-100%$572.5K———
Kovack Advisors, Inc.
N/A—37,640-37,640-100%$561.8K———
Equitable Holdings, Inc.
N/A—33,480-33,480-100%$498.2K———
Western Wealth Management, LLC
N/A—33,229-33,229-100%$494.4K———
Essex Financial Services, Inc.
N/A—31,476-31,476-100%$468.4K———
&partners
N/A—30,706-30,706-100%$456.9K———
Gladstone Institutional Advisory LLC
N/A—29,630-29,630-100%$440.9K———
IFG Advisory, LLC
N/A—27,962-27,962-100%$416.1K———
Everstar Asset Management, LLC
N/A—24,960-24,960-100%$371.4K———
XTX Topco Ltd
N/A—22,554-22,554-100%$335.6K———
Belpointe Asset Management LLC
N/A—20,397-20,397-100%$303.5K———
Fortis Capital Advisors, LLC
N/A—20,397-20,397-100%$303.5K———
Westend Capital Management, LLC
N/A—18,773-18,773-100%$279.3K———
Stratos Wealth Advisors, LLC
N/A—17,751-17,751-100%$264.1K———
Baird Financial Group, Inc.
N/A—17,681-17,681-100%$263.1K———
Captrust Financial Advisors
N/A—17,633-17,633-100%$262.4K———
CIBC Bancorp USA Inc.
N/A—17,162-17,162-100%$255.4K———
Stratos Wealth Partners, Ltd.
N/A—16,777-16,777-100%$249.7K———
Ameritas Advisory Services, LLC
N/A—16,372-16,372-100%$243.6K———
Leavell Investment Management, Inc.
N/A—15,700-15,700-100%$233.6K———
Centaurus Financial, Inc.
N/A—15,653-15,653-100%$233.0K———
Cary Street Partners Financial LLC
N/A—14,252-14,252-100%$212.1K———
Virtu Financial LLC
N/A—13,346-13,346-100%$199.0K———
Mariner, LLC
N/A—12,735-12,735-100%$189.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—12,422-12,422-100%$184.0K———
Integrated Wealth Concepts LLC
N/A—12,108-12,108-100%$180.2K———
Lbmc Investment Advisors, LLC
N/A—12,000-12,000-100%$178.6K———
Empower Advisory Group, LLC
N/A—11,966-11,966-100%$178.1K———
YCG, LLC
N/A—11,200-11,200-100%$166.7K———
Kapstone Financial Advisors LLC
N/A—11,185-11,185-100%$166.4K———
Insigneo Advisory Services, LLC
N/A—10,845-10,845-100%$161.4K———
Kingsview Wealth Management, LLC
N/A—10,678-10,678-100%$158.9K———
Northwestern Mutual Wealth Management Co
N/A—10,673-10,673-100%$158.8K———
Arkadios Wealth Advisors
N/A—10,260-10,260-100%$152.7K———
Mosaic Family Wealth Partners, LLC
N/A—10,213-10,213-100%$152.0K———
Whittier Trust Co of Nevada Inc
N/A—7,766-7,766-100%$116.6K———
Vision Retirement, LLC
N/A—5,000-5,000-100%$74.4K———
Seneschal Advisors, LLC
N/A—4,707-4,707-100%$70.0K———
Harbour Investments, Inc.
N/A—3,421-3,421-100%$50.9K———
Arax Advisory Partners
N/A—2,700-2,700-100%$40.2K———
Park Place Capital Corp
N/A—2,003-2,003-100%$29.8K———
PlanVest Financial, Inc
N/A—1,771-1,771-100%$26.4K———
SOA Wealth Advisors, Llc.
N/A—1,250-1,250-100%$18.6K———
Napier Financial, LLC
N/A—1,198-1,198-100%$17.8K———
CoreFirst Bank & Trust
N/A—937-937-100%$13.9K———
Bellevue Asset Management, LLC
N/A—931-931-100%$10.8K———
Medallion Wealth Advisors, LLC
N/A—675-675-100%$10.0K———
JPMorgan Chase & Co
N/A—635-635-100%$9.3K———
Frazier Financial Advisors, LLC
N/A—358-358-100%$5.3K———
Bollard Group LLC
N/A—323-323-100%$5———
Strategic Wealth Partners, Ltd.
N/A—316-316-100%$4.7K———
BFC Planning, Inc.
N/A—223-223-100%$3.3K———
Hantz Financial Services, Inc.
N/A—166-166-100%$2———
Huntington National Bank
N/A—1-1-100%$15———
Showing 201 of 201 institutions