Eaton Vance T/M Glbl Buy-Wr (ETW)

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

Shares874,768 from 863,063

Change+11,705 (+1%)

Value$8.3M (-$9.6K)

Filed 2026-11-06

RiverTree Advisors, LLC

INCREASED

Shares327,022 from 305,360

Change+21,662 (+7%)

Value$3.1M (+$163.0K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares261,754 from 274,784

Change-13,030 (-5%)

Value$2.5M (-$162.0K)

Filed 2026-11-02

Roman Butler Fullerton & Co

INCREASED

Shares223,416 from 222,370

Change+1,046 (+0%)

Value$2.1M (-$32.4K)

Filed 2026-10-27

Park Avenue Securities LLC

DECREASED

Shares209,580 from 210,571

Change-991 (0%)

Value$2.0M (-$39.0K)

Filed 2026-10-26

Shaker Financial Services, LLC

DECREASED

Shares167,447 from 259,227

Change-91,780 (-35%)

Value$1.6M (-$908.2K)

Filed 2026-10-14

International Assets Investment Management, LLC

DECREASED

Shares159,771 from 163,822

Change-4,051 (-2%)

Value$1.5M (-$59.6K)

Filed 2026-11-02

Franklin Street Advisors Inc

INCREASED

Shares158,264 from 150,334

Change+7,930 (+5%)

Value$1.5M (+$54.3K)

Filed 2026-10-13

Calamos Advisors LLC

INCREASED

Shares153,215 from 143,639

Change+9,576 (+7%)

Value$1.5M (+$70.9K)

Filed 2026-11-02

Cohen Klingenstein LLC

UNCHANGED

Shares114,690 from 114,690

Change0 (0%)

Value$1.1M (-$16.1K)

Filed 2026-10-15

D.A. Davidson & Co.

INCREASED

Shares98,929 from 87,674

Change+11,255 (+13%)

Value$939.8K (+$94.6K)

Filed 2026-10-28

Blue Bell Private Wealth Management, LLC

INCREASED

Shares93,020 from 85,021

Change+7,999 (+9%)

Value$883.7K (+$64.1K)

Filed 2026-10-29

Indivisible Partners

DECREASED

Shares89,416 from 94,889

Change-5,473 (-6%)

Value$849.5K (-$65.3K)

Filed 2026-10-26

Kestra Advisory Services, LLC

INCREASED

Shares80,717 from 20,563

Change+60,154 (+293%)

Value$766.8K (+$568.6K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares75,520 from 84,712

Change-9,192 (-11%)

Value$717.4K (-$99.2K)

Filed 2026-11-02

PMG Family Office LLC

INCREASED

Shares72,707 from 72,615

Change+92 (+0%)

Value$690.7K (-$9.3K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares69,874 from 70,993

Change-1,119 (-2%)

Value$666.6K (-$16.4K)

Filed 2026-10-13

Oppenheimer & Co Inc

INCREASED

Shares61,289 from 47,504

Change+13,785 (+29%)

Value$582.2K (+$124.3K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares60,456 from 60,456

Change0 (0%)

Value$582.8K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares57,085 from 57,085

Change0 (0%)

Value$542.3K (-$8.0K)

Filed 2026-11-06

Joseph P. Lucia & Associates, LLC

INCREASED

Shares57,044 from 53,806

Change+3,238 (+6%)

Value$541.9K (+$23.2K)

Filed 2026-10-30

Closed-End Fund Advisors, Inc.

DECREASED

Shares56,835 from 58,226

Change-1,391 (-2%)

Value$539.9K (-$21.4K)

Filed 2026-11-04

Centurion Wealth Management LLC

UNCHANGED

Shares52,043 from 52,043

Change0 (0%)

Value$494.4K (-$7.3K)

Filed 2026-10-13

Compound Planning, Inc.

UNCHANGED

Shares51,778 from 51,778

Change0 (0%)

Value$491.9K (-$7.2K)

Filed 2026-11-05

Tiller Private Wealth, Inc.

UNCHANGED

Shares50,600 from 50,600

Change0 (0%)

Value$480.7K (-$7.1K)

Filed 2026-10-26

Advisory Advocates, LLC

DECREASED

Shares50,421 from 54,701

Change-4,280 (-8%)

Value$479.0K (-$48.3K)

Filed 2026-11-05

Avory & Company, LLC

UNCHANGED

Shares45,682 from 45,682

Change0 (0%)

Value$434.0K (-$6.4K)

Filed 2026-10-21

B. Riley Wealth Advisors, Inc.

INCREASED

Shares44,873 from 44,798

Change+75 (+0%)

Value$426.3K (+$2.1K)

Filed 2026-10-13

David J Yvars Group

INCREASED

Shares42,605 from 41,827

Change+778 (+2%)

Value$404.8K (+$1.5K)

Filed 2026-10-09

Integrated Capital Management, Inc.

INCREASED

Shares41,972 from 39,400

Change+2,572 (+7%)

Value$398.7K (+$18.9K)

Filed 2026-10-09

Shikiar Asset Management Inc

DECREASED

Shares40,100 from 45,100

Change-5,000 (-11%)

Value$381.0K (-$54.0K)

Filed 2026-10-20

Citigroup Inc

INCREASED

Shares38,807 from 38,761

Change+46 (+0%)

Value$368.7K (-$5.0K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares33,815 from 35,050

Change-1,235 (-4%)

Value$321.2K (-$17.7K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares33,075

Change+33,075

Value$320.7K

Filed 2026-11-03

Arlington Capital Management Inc

INCREASED

Shares32,405 from 31,230

Change+1,175 (+4%)

Value$307.8K (+$6.8K)

Filed 2026-10-30

Cornerstone Advisory, LLC

INCREASED

Shares27,932 from 23,597

Change+4,335 (+18%)

Value$265.4K (+$37.9K)

Filed 2026-11-06

Jacobi Capital Management LLC

DECREASED

Shares27,742 from 28,299

Change-557 (-2%)

Value$263.5K (-$9.3K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

INCREASED

Shares27,314 from 17,284

Change+10,030 (+58%)

Value$259.5K (+$92.9K)

Filed 2026-11-04

Decision Investments, Inc

INCREASED

Shares22,640 from 22,590

Change+50 (+0%)

Value$215.1K (-$2.7K)

Filed 2026-10-07

Capital CS Group, LLC

INCREASED

Shares22,509 from 22,090

Change+419 (+2%)

Value$213.8K (+$889)

Filed 2026-10-29

Heritage Wealth Management, Inc.

UNCHANGED

Shares22,360 from 22,360

Change0 (0%)

Value$212.4K (-$3.1K)

Filed 2026-10-28

Certified Advisory Corp

INCREASED

Shares22,248 from 22,154

Change+94 (+0%)

Value$211.4K (-$2.2K)

Filed 2026-10-29

Diversified Enterprises, LLC

INCREASED

Shares20,895 from 20,752

Change+143 (+1%)

Value$198.5K (-$1.5K)

Filed 2026-10-19

Investment Management Trust, LLC

DECREASED

Shares19,959 from 20,575

Change-616 (-3%)

Value$189.6K (-$8.7K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares19,427 from 19,427

Change0 (0%)

Value$184.6K (-$2.7K)

Filed 2026-11-05

Vista Investment Partners II, LLC

UNCHANGED

Shares19,103 from 19,103

Change0 (0%)

Value$181.5K (-$2.7K)

Filed 2026-10-15

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$161.5K (-$2.4K)

Filed 2026-10-16

Grimes & Co Wealth Management, LLC

NEW

Shares16,255

Change+16,255

Value$154.4K

Filed 2026-10-29

Worth Asset Management, LLC

UNCHANGED

Shares15,870 from 15,870

Change0 (0%)

Value$150.8K (-$2.2K)

Filed 2026-10-07

Sowell Financial Services LLC

DECREASED

Shares14,652 from 18,259

Change-3,607 (-20%)

Value$139.2K (-$36.8K)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares14,269 from 14,269

Change0 (0%)

Value$135.6K (-$2.0K)

Filed 2026-10-26

Fearless Solutions, LLC dba Best Invest

UNCHANGED

Shares13,526 from 13,526

Change0 (0%)

Value$128.5K (-$1.9K)

Filed 2026-10-14

Truist Financial Corp

DECREASED

Shares13,127 from 20,294

Change-7,167 (-35%)

Value$124.7K (-$70.9K)

Filed 2026-10-30

TMB Capital Partners, LLC

INCREASED

Shares12,897 from 12,637

Change+260 (+2%)

Value$122.5K (+$704)

Filed 2026-10-20

Sagespring Wealth Partners, LLC

INCREASED

Shares11,876 from 11,633

Change+243 (+2%)

Value$112.8K (+$678)

Filed 2026-10-22

Old Mission Investment Co LLC

UNCHANGED

Shares11,575 from 11,575

Change0 (0%)

Value$110.0K (-$1.6K)

Filed 2026-10-22

Busey Bank

UNCHANGED

Shares11,113 from 11,113

Change0 (0%)

Value$105.6K (-$1.6K)

Filed 2026-10-26

Detalus Advisors, LLC

UNCHANGED

Shares10,875 from 10,875

Change0 (0%)

Value$103.3K (-$1.5K)

Filed 2026-10-15

Howard Financial Services, Ltd.

UNCHANGED

Shares10,865 from 10,865

Change0 (0%)

Value$103.2K (-$1.5K)

Filed 2026-10-15

Trust Point Inc.

NEW

Shares10,500

Change+10,500

Value$99.8K

Filed 2026-10-27

PFG Advisors

NEW

Shares10,460

Change+10,460

Value$99.4K

Filed 2026-10-16

Independent Financial Group, LLC

NEW

Shares10,043

Change+10,043

Value$95.4K

Filed 2026-10-13

Davenport & Co LLC

UNCHANGED

Shares10,020 from 10,020

Change0 (0%)

Value$95.2K (-$1.4K)

Filed 2026-10-14

Abel Hall, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$95.0K (-$1.4K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$52.3K (-$770)

Filed 2026-10-20

CoreCap Advisors, LLC

INCREASED

Shares4,550 from 3,150

Change+1,400 (+44%)

Value$43.2K (+$12.9K)

Filed 2026-10-08

Parkside Financial Bank & Trust

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$42.8K (-$630)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

NEW

Shares2,311

Change+2,311

Value$22.0K

Filed 2026-11-04

Barrett & Company, Inc.

DECREASED

Shares2,250 from 6,600

Change-4,350 (-66%)

Value$21.4K (-$43.0K)

Filed 2026-10-22

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,925 from 1,925

Change0 (0%)

Value$18.3K (-$269)

Filed 2026-10-13

Cassaday & Co Wealth Management LLC

NEW

Shares1,760

Change+1,760

Value$16.7K

Filed 2026-10-27

City Holding Co

DECREASED

Shares1,600 from 2,250

Change-650 (-29%)

Value$15.2K (-$6.5K)

Filed 2026-10-19

Cape Investment Advisory, Inc.

UNCHANGED

Shares1,565 from 1,565

Change0 (0%)

Value$14.9K (-$219)

Filed 2026-10-13

Tsfg, LLC

INCREASED

Shares1,229 from 1,204

Change+25 (+2%)

Value$12 ($0)

Filed 2026-10-23

Parallel Advisors, LLC

INCREASED

Shares1,215 from 1,189

Change+26 (+2%)

Value$11.5K (+$70)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares1,095 from 1,095

Change0 (0%)

Value$10.4K (-$153)

Filed 2026-10-21

Rydar Equities, Inc.

NEW

Shares923

Change+923

Value$8.8K

Filed 2026-10-13

Pinnacle Bancorp, Inc.

UNCHANGED

Shares780 from 780

Change0 (0%)

Value$7.4K (-$109)

Filed 2026-10-21

Caldwell Trust Co

UNCHANGED

Shares720 from 720

Change0 (0%)

Value$6.8K (-$101)

Filed 2026-10-30

Highline Wealth Partners LLC

NEW

Shares306

Change+306

Value$2.9K

Filed 2026-10-19

Farther Finance Advisors, LLC

DECREASED

Shares250 from 407

Change-157 (-39%)

Value$2.4K (-$1.5K)

Filed 2026-10-08

CX Institutional

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2 ($0)

Filed 2026-10-02

JFS Wealth Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$950 (-$14)

Filed 2026-11-03

Wolverine Asset Management LLC

CLOSED

Shares0 from 165,563

Change-165,563 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 22,071

Change-22,071 (-100%)

Value$0 (-$212.8K)

Filed 2026-11-06

Axiom Investment Management LLC

CLOSED

Shares0 from 884

Change-884 (-100%)

Value$0 (-$8.5K)

Filed 2026-11-03

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 747

Change-747 (-100%)

Value$0 (-$7.2K)

Filed 2026-10-26

IFP Advisors, Inc

CLOSED

Shares0 from 613

Change-613 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-16

Ascentis Wealth Management, LLC

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$3.2K)

Filed 2026-11-03

Buck Wealth Strategies, LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-28

Decker Retirement Planning Inc.

CLOSED

Shares0 from 204

Change-204 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-19

1607 Capital Partners, LLC

N/A

Shares— from 4,392,730

Change-4,392,730 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 2,274,928

Change-2,274,928 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,087,980

Change-2,087,980 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,053,674

Change-2,053,674 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,757,063

Change-1,757,063 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,683,576

Change-1,683,576 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 1,616,305

Change-1,616,305 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,022,731

Change-1,022,731 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 903,911

Change-903,911 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 536,208

Change-536,208 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 490,828

Change-490,828 (-100%)

Value—

UBS Group AG

N/A

Shares— from 478,434

Change-478,434 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 470,113

Change-470,113 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 470,067

Change-470,067 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 405,104

Change-405,104 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 390,092

Change-390,092 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 374,914

Change-374,914 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 269,972

Change-269,972 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 262,557

Change-262,557 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 144,751

Change-144,751 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 139,718

Change-139,718 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 124,449

Change-124,449 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 108,978

Change-108,978 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 105,000

Change-105,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 103,728

Change-103,728 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 97,214

Change-97,214 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 80,946

Change-80,946 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 69,986

Change-69,986 (-100%)

Value—

one8zero8, LLC

N/A

Shares— from 69,900

Change-69,900 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 69,767

Change-69,767 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 61,212

Change-61,212 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 60,577

Change-60,577 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 54,885

Change-54,885 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 51,373

Change-51,373 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 50,030

Change-50,030 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 47,061

Change-47,061 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 45,400

Change-45,400 (-100%)

Value—

Camelot Portfolios, LLC

N/A

Shares— from 45,400

Change-45,400 (-100%)

Value—

Genesis Financial Group, LLC

N/A

Shares— from 45,071

Change-45,071 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 44,950

Change-44,950 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 44,864

Change-44,864 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 42,195

Change-42,195 (-100%)

Value—

Twin Lakes Capital Management, LLC

N/A

Shares— from 40,829

Change-40,829 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 39,572

Change-39,572 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 37,672

Change-37,672 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 33,093

Change-33,093 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 31,706

Change-31,706 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 31,118

Change-31,118 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 30,383

Change-30,383 (-100%)

Value—

Commerce Bank

N/A

Shares— from 29,608

Change-29,608 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 27,198

Change-27,198 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 26,994

Change-26,994 (-100%)

Value—

&partners

N/A

Shares— from 26,908

Change-26,908 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 26,204

Change-26,204 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 25,276

Change-25,276 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 24,608

Change-24,608 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 22,622

Change-22,622 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,717

Change-20,717 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 19,450

Change-19,450 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 18,953

Change-18,953 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,771

Change-18,771 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 18,656

Change-18,656 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 18,568

Change-18,568 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,883

Change-17,883 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 17,333

Change-17,333 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 17,250

Change-17,250 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 16,044

Change-16,044 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,920

Change-15,920 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 15,166

Change-15,166 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 14,150

Change-14,150 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 13,188

Change-13,188 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 12,865

Change-12,865 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 12,499

Change-12,499 (-100%)

Value—

Financial Alternatives, Inc

N/A

Shares— from 12,466

Change-12,466 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11,568

Change-11,568 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,397

Change-11,397 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 11,359

Change-11,359 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 10,757

Change-10,757 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 10,503

Change-10,503 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 10,503

Change-10,503 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 10,485

Change-10,485 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,848

Change-2,848 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2,359

Change-2,359 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,495

Change-1,495 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 694

Change-694 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 525

Change-525 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 335

Change-335 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 220

Change-220 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 205

Change-205 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	874,768	863,063	+11,705	+1%	$8.3M	$8.3M	-$9.6K	2026-11-06
RiverTree Advisors, LLC	INCREASED	327,022	305,360	+21,662	+7%	$2.9M	$3.1M	+$163.0K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	261,754	274,784	-13,030	-5%	$2.6M	$2.5M	-$162.0K	2026-11-02
Roman Butler Fullerton & Co	INCREASED	223,416	222,370	+1,046	+0%	$2.1M	$2.1M	-$32.4K	2026-10-27
Park Avenue Securities LLC	DECREASED	209,580	210,571	-991	0%	$2.0M	$2.0M	-$39.0K	2026-10-26
Shaker Financial Services, LLC	DECREASED	167,447	259,227	-91,780	-35%	$2.5M	$1.6M	-$908.2K	2026-10-14
International Assets Investment Management, LLC	DECREASED	159,771	163,822	-4,051	-2%	$1.6M	$1.5M	-$59.6K	2026-11-02
Franklin Street Advisors Inc	INCREASED	158,264	150,334	+7,930	+5%	$1.4M	$1.5M	+$54.3K	2026-10-13
Calamos Advisors LLC	INCREASED	153,215	143,639	+9,576	+7%	$1.4M	$1.5M	+$70.9K	2026-11-02
Cohen Klingenstein LLC	UNCHANGED	114,690	114,690	0	0%	$1.1M	$1.1M	-$16.1K	2026-10-15
D.A. Davidson & Co.	INCREASED	98,929	87,674	+11,255	+13%	$845.2K	$939.8K	+$94.6K	2026-10-28
Blue Bell Private Wealth Management, LLC	INCREASED	93,020	85,021	+7,999	+9%	$819.6K	$883.7K	+$64.1K	2026-10-29
Indivisible Partners	DECREASED	89,416	94,889	-5,473	-6%	$914.7K	$849.5K	-$65.3K	2026-10-26
Kestra Advisory Services, LLC	INCREASED	80,717	20,563	+60,154	+293%	$198.2K	$766.8K	+$568.6K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	75,520	84,712	-9,192	-11%	$816.6K	$717.4K	-$99.2K	2026-11-02
PMG Family Office LLC	INCREASED	72,707	72,615	+92	+0%	$700.0K	$690.7K	-$9.3K	2026-10-19
Wealth Enhancement Advisory Services, LLC	DECREASED	69,874	70,993	-1,119	-2%	$683.0K	$666.6K	-$16.4K	2026-10-13
Oppenheimer & Co Inc	INCREASED	61,289	47,504	+13,785	+29%	$457.9K	$582.2K	+$124.3K	2026-10-26
Allworth Financial LP	UNCHANGED	60,456	60,456	0	0%	$582.8K	$582.8K	$0	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	57,085	57,085	0	0%	$550.3K	$542.3K	-$8.0K	2026-11-06
Joseph P. Lucia & Associates, LLC	INCREASED	57,044	53,806	+3,238	+6%	$518.7K	$541.9K	+$23.2K	2026-10-30
Closed-End Fund Advisors, Inc.	DECREASED	56,835	58,226	-1,391	-2%	$561.3K	$539.9K	-$21.4K	2026-11-04
Centurion Wealth Management LLC	UNCHANGED	52,043	52,043	0	0%	$501.7K	$494.4K	-$7.3K	2026-10-13
Compound Planning, Inc.	UNCHANGED	51,778	51,778	0	0%	$499.1K	$491.9K	-$7.2K	2026-11-05
Tiller Private Wealth, Inc.	UNCHANGED	50,600	50,600	0	0%	$487.8K	$480.7K	-$7.1K	2026-10-26
Advisory Advocates, LLC	DECREASED	50,421	54,701	-4,280	-8%	$527.3K	$479.0K	-$48.3K	2026-11-05
Avory & Company, LLC	UNCHANGED	45,682	45,682	0	0%	$440.4K	$434.0K	-$6.4K	2026-10-21
B. Riley Wealth Advisors, Inc.	INCREASED	44,873	44,798	+75	+0%	$424.2K	$426.3K	+$2.1K	2026-10-13
David J Yvars Group	INCREASED	42,605	41,827	+778	+2%	$403.2K	$404.8K	+$1.5K	2026-10-09
Integrated Capital Management, Inc.	INCREASED	41,972	39,400	+2,572	+7%	$379.8K	$398.7K	+$18.9K	2026-10-09
Shikiar Asset Management Inc	DECREASED	40,100	45,100	-5,000	-11%	$435.0K	$381.0K	-$54.0K	2026-10-20
Citigroup Inc	INCREASED	38,807	38,761	+46	+0%	$373.7K	$368.7K	-$5.0K	2026-11-04
Creative Planning	DECREASED	33,815	35,050	-1,235	-4%	$339.0K	$321.2K	-$17.7K	2026-11-02
StoneX Group Inc.	NEW	33,075	—	+33,075	—	—	$320.7K	—	2026-11-03
Arlington Capital Management Inc	INCREASED	32,405	31,230	+1,175	+4%	$301.1K	$307.8K	+$6.8K	2026-10-30
Cornerstone Advisory, LLC	INCREASED	27,932	23,597	+4,335	+18%	$227.5K	$265.4K	+$37.9K	2026-11-06
Jacobi Capital Management LLC	DECREASED	27,742	28,299	-557	-2%	$272.8K	$263.5K	-$9.3K	2026-11-05
Allspring Global Investments Holdings, LLC	INCREASED	27,314	17,284	+10,030	+58%	$166.6K	$259.5K	+$92.9K	2026-11-04
Decision Investments, Inc	INCREASED	22,640	22,590	+50	+0%	$217.8K	$215.1K	-$2.7K	2026-10-07
Capital CS Group, LLC	INCREASED	22,509	22,090	+419	+2%	$212.9K	$213.8K	+$889	2026-10-29
Heritage Wealth Management, Inc.	UNCHANGED	22,360	22,360	0	0%	$215.6K	$212.4K	-$3.1K	2026-10-28
Certified Advisory Corp	INCREASED	22,248	22,154	+94	+0%	$213.6K	$211.4K	-$2.2K	2026-10-29
Diversified Enterprises, LLC	INCREASED	20,895	20,752	+143	+1%	$200.0K	$198.5K	-$1.5K	2026-10-19
Investment Management Trust, LLC	DECREASED	19,959	20,575	-616	-3%	$198.3K	$189.6K	-$8.7K	2026-11-05
Fifth Third Bancorp	UNCHANGED	19,427	19,427	0	0%	$187.3K	$184.6K	-$2.7K	2026-11-05
Vista Investment Partners II, LLC	UNCHANGED	19,103	19,103	0	0%	$184.2K	$181.5K	-$2.7K	2026-10-15
Cyndeo Wealth Partners, LLC	UNCHANGED	17,000	17,000	0	0%	$163.9K	$161.5K	-$2.4K	2026-10-16
Grimes & Co Wealth Management, LLC	NEW	16,255	—	+16,255	—	—	$154.4K	—	2026-10-29
Worth Asset Management, LLC	UNCHANGED	15,870	15,870	0	0%	$153.0K	$150.8K	-$2.2K	2026-10-07
Sowell Financial Services LLC	DECREASED	14,652	18,259	-3,607	-20%	$176.0K	$139.2K	-$36.8K	2026-10-23
Lanark Financial, Inc.	UNCHANGED	14,269	14,269	0	0%	$137.6K	$135.6K	-$2.0K	2026-10-26
Fearless Solutions, LLC dba Best Invest	UNCHANGED	13,526	13,526	0	0%	$130.4K	$128.5K	-$1.9K	2026-10-14
Truist Financial Corp	DECREASED	13,127	20,294	-7,167	-35%	$195.6K	$124.7K	-$70.9K	2026-10-30
TMB Capital Partners, LLC	INCREASED	12,897	12,637	+260	+2%	$121.8K	$122.5K	+$704	2026-10-20
Sagespring Wealth Partners, LLC	INCREASED	11,876	11,633	+243	+2%	$112.1K	$112.8K	+$678	2026-10-22
Old Mission Investment Co LLC	UNCHANGED	11,575	11,575	0	0%	$111.6K	$110.0K	-$1.6K	2026-10-22
Busey Bank	UNCHANGED	11,113	11,113	0	0%	$107.1K	$105.6K	-$1.6K	2026-10-26
Detalus Advisors, LLC	UNCHANGED	10,875	10,875	0	0%	$104.8K	$103.3K	-$1.5K	2026-10-15
Howard Financial Services, Ltd.	UNCHANGED	10,865	10,865	0	0%	$104.7K	$103.2K	-$1.5K	2026-10-15
Trust Point Inc.	NEW	10,500	—	+10,500	—	—	$99.8K	—	2026-10-27
PFG Advisors	NEW	10,460	—	+10,460	—	—	$99.4K	—	2026-10-16
Independent Financial Group, LLC	NEW	10,043	—	+10,043	—	—	$95.4K	—	2026-10-13
Davenport & Co LLC	UNCHANGED	10,020	10,020	0	0%	$96.6K	$95.2K	-$1.4K	2026-10-14
Abel Hall, LLC	UNCHANGED	10,000	10,000	0	0%	$96.4K	$95.0K	-$1.4K	2026-10-19
Private Trust Co NA	UNCHANGED	5,500	5,500	0	0%	$53.0K	$52.3K	-$770	2026-10-20
CoreCap Advisors, LLC	INCREASED	4,550	3,150	+1,400	+44%	$30.4K	$43.2K	+$12.9K	2026-10-08
Parkside Financial Bank & Trust	UNCHANGED	4,500	4,500	0	0%	$43.4K	$42.8K	-$630	2026-10-27
EverSource Wealth Advisors, LLC	NEW	2,311	—	+2,311	—	—	$22.0K	—	2026-11-04
Barrett & Company, Inc.	DECREASED	2,250	6,600	-4,350	-66%	$64.4K	$21.4K	-$43.0K	2026-10-22
Harbor Investment Advisory, LLC	UNCHANGED	1,925	1,925	0	0%	$18.6K	$18.3K	-$269	2026-10-13
Cassaday & Co Wealth Management LLC	NEW	1,760	—	+1,760	—	—	$16.7K	—	2026-10-27
City Holding Co	DECREASED	1,600	2,250	-650	-29%	$21.7K	$15.2K	-$6.5K	2026-10-19
Cape Investment Advisory, Inc.	UNCHANGED	1,565	1,565	0	0%	$15.1K	$14.9K	-$219	2026-10-13
Tsfg, LLC	INCREASED	1,229	1,204	+25	+2%	$12	$12	$0	2026-10-23
Parallel Advisors, LLC	INCREASED	1,215	1,189	+26	+2%	$11.5K	$11.5K	+$70	2026-11-03
Assetmark, Inc	UNCHANGED	1,095	1,095	0	0%	$10.6K	$10.4K	-$153	2026-10-21
Rydar Equities, Inc.	NEW	923	—	+923	—	—	$8.8K	—	2026-10-13
Pinnacle Bancorp, Inc.	UNCHANGED	780	780	0	0%	$7.5K	$7.4K	-$109	2026-10-21
Caldwell Trust Co	UNCHANGED	720	720	0	0%	$6.9K	$6.8K	-$101	2026-10-30
Highline Wealth Partners LLC	NEW	306	—	+306	—	—	$2.9K	—	2026-10-19
Farther Finance Advisors, LLC	DECREASED	250	407	-157	-39%	$3.9K	$2.4K	-$1.5K	2026-10-08
CX Institutional	UNCHANGED	250	250	0	0%	$2	$2	$0	2026-10-02
JFS Wealth Advisors, LLC	UNCHANGED	100	100	0	0%	$964	$950	-$14	2026-11-03
Wolverine Asset Management LLC	CLOSED	0	165,563	-165,563	-100%	$1.6M	$0	-$1.6M	2026-11-02
Kestra Private Wealth Services, LLC	CLOSED	0	22,071	-22,071	-100%	$212.8K	$0	-$212.8K	2026-11-06
Axiom Investment Management LLC	CLOSED	0	884	-884	-100%	$8.5K	$0	-$8.5K	2026-11-03
Vermillion Wealth Management, Inc.	CLOSED	0	747	-747	-100%	$7.2K	$0	-$7.2K	2026-10-26
IFP Advisors, Inc	CLOSED	0	613	-613	-100%	$5.9K	$0	-$5.9K	2026-10-16
Ascentis Wealth Management, LLC	CLOSED	0	330	-330	-100%	$3.2K	$0	-$3.2K	2026-11-03
Buck Wealth Strategies, LLC	CLOSED	0	300	-300	-100%	$2.9K	$0	-$2.9K	2026-10-28
Decker Retirement Planning Inc.	CLOSED	0	204	-204	-100%	$2.0K	$0	-$2.0K	2026-10-19
1607 Capital Partners, LLC	N/A	—	4,392,730	-4,392,730	-100%	$42.3M	—	—	—
Guggenheim Capital LLC	N/A	—	2,274,928	-2,274,928	-100%	$21.9M	—	—	—
Bank of America Corp	N/A	—	2,087,980	-2,087,980	-100%	$20.1M	—	—	—
Morgan Stanley	N/A	—	2,053,674	-2,053,674	-100%	$19.8M	—	—	—
Raymond James Financial Inc	N/A	—	1,757,063	-1,757,063	-100%	$16.9M	—	—	—
Invesco Ltd.	N/A	—	1,683,576	-1,683,576	-100%	$16.2M	—	—	—
Karpus Management, Inc.	N/A	—	1,616,305	-1,616,305	-100%	$15.6M	—	—	—
Royal Bank of Canada	N/A	—	1,022,731	-1,022,731	-100%	$9.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	903,911	-903,911	-100%	$8.7M	—	—	—
Cresset Asset Management, LLC	N/A	—	536,208	-536,208	-100%	$5.2M	—	—	—
Saba Capital Management, L.P.A	N/A	—	490,828	-490,828	-100%	$4.7M	—	—	—
UBS Group AG	N/A	—	478,434	-478,434	-100%	$4.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	470,113	-470,113	-100%	$4.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	470,067	-470,067	-100%	$4.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	405,104	-405,104	-100%	$3.9M	—	—	—
Ameriprise Financial Inc	N/A	—	390,092	-390,092	-100%	$3.8M	—	—	—
Wells Fargo & Company	N/A	—	374,914	-374,914	-100%	$3.6M	—	—	—
Franklin Resources Inc	N/A	—	269,972	-269,972	-100%	$2.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	262,557	-262,557	-100%	$2.5M	—	—	—
Logan Stone Capital, LLC	N/A	—	144,751	-144,751	-100%	$1.4M	—	—	—
Cetera Investment Advisers	N/A	—	139,718	-139,718	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	124,449	-124,449	-100%	$1.2M	—	—	—
Private Advisor Group, LLC	N/A	—	108,978	-108,978	-100%	$1.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	105,000	-105,000	-100%	$1.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	103,728	-103,728	-100%	$999.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	97,214	-97,214	-100%	$937.1K	—	—	—
Two Sigma Investments, LP	N/A	—	80,946	-80,946	-100%	$780.3K	—	—	—
HighTower Advisors, LLC	N/A	—	69,986	-69,986	-100%	$674.7K	—	—	—
one8zero8, LLC	N/A	—	69,900	-69,900	-100%	$673.8K	—	—	—
WCG Wealth Advisors LLC	N/A	—	69,767	-69,767	-100%	$672.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	61,212	-61,212	-100%	$590.1K	—	—	—
Harbour Investments, Inc.	N/A	—	60,577	-60,577	-100%	$584.0K	—	—	—
Alteri Wealth LLC	N/A	—	54,885	-54,885	-100%	$529.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	51,373	-51,373	-100%	$492.5K	—	—	—
Dakota Wealth Management	N/A	—	50,030	-50,030	-100%	$482.3K	—	—	—
Centaurus Financial, Inc.	N/A	—	47,061	-47,061	-100%	$454.0K	—	—	—
Quantedge Capital Pte Ltd	N/A	—	45,400	-45,400	-100%	$437.7K	—	—	—
Camelot Portfolios, LLC	N/A	—	45,400	-45,400	-100%	$437.7K	—	—	—
Genesis Financial Group, LLC	N/A	—	45,071	-45,071	-100%	$434.5K	—	—	—
Evolve Private Wealth, LLC	N/A	—	44,950	-44,950	-100%	$433.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	44,864	-44,864	-100%	$432.5K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	42,195	-42,195	-100%	$406.0K	—	—	—
Twin Lakes Capital Management, LLC	N/A	—	40,829	-40,829	-100%	$393.6K	—	—	—
HighPoint Advisor Group LLC	N/A	—	39,572	-39,572	-100%	$381.5K	—	—	—
MML Investors Services, LLC	N/A	—	37,672	-37,672	-100%	$363.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	33,093	-33,093	-100%	$319.0K	—	—	—
Mariner, LLC	N/A	—	31,706	-31,706	-100%	$305.6K	—	—	—
Jane Street Group, LLC	N/A	—	31,118	-31,118	-100%	$300.0K	—	—	—
CreativeOne Wealth, LLC	N/A	—	30,383	-30,383	-100%	$292.9K	—	—	—
Commerce Bank	N/A	—	29,608	-29,608	-100%	$285.4K	—	—	—
Rothschild Investment LLC	N/A	—	27,198	-27,198	-100%	$262.2K	—	—	—
Summit Financial, LLC	N/A	—	26,994	-26,994	-100%	$260.2K	—	—	—
&partners	N/A	—	26,908	-26,908	-100%	$259.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	26,204	-26,204	-100%	$252.6K	—	—	—
Almitas Capital LLC	N/A	—	25,276	-25,276	-100%	$243.7K	—	—	—
Virtu Financial LLC	N/A	—	24,608	-24,608	-100%	$237.0K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	23,000	-23,000	-100%	$221.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	22,622	-22,622	-100%	$218.0K	—	—	—
XTX Topco Ltd	N/A	—	20,717	-20,717	-100%	$199.7K	—	—	—
Cerity Partners LLC	N/A	—	19,450	-19,450	-100%	$187.5K	—	—	—
Modern Wealth Management, LLC	N/A	—	18,953	-18,953	-100%	$182.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	18,771	-18,771	-100%	$181.0K	—	—	—
Citadel Advisors LLC	N/A	—	18,656	-18,656	-100%	$179.8K	—	—	—
BFC Planning, Inc.	N/A	—	18,568	-18,568	-100%	$179.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,883	-17,883	-100%	$172.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	17,333	-17,333	-100%	$167.1K	—	—	—
Regal Investment Advisors LLC	N/A	—	17,250	-17,250	-100%	$166.3K	—	—	—
Tyche Wealth Partners LLC	N/A	—	16,044	-16,044	-100%	$154.7K	—	—	—
Focus Partners Wealth	N/A	—	15,920	-15,920	-100%	$153.5K	—	—	—
CFO4Life Group, LLC	N/A	—	15,166	-15,166	-100%	$146.2K	—	—	—
Leavell Investment Management, Inc.	N/A	—	14,150	-14,150	-100%	$136.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	13,188	-13,188	-100%	$127.1K	—	—	—
West Michigan Advisors, LLC	N/A	—	12,865	-12,865	-100%	$124.0K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	12,499	-12,499	-100%	$120.5K	—	—	—
Financial Alternatives, Inc	N/A	—	12,466	-12,466	-100%	$120.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11,568	-11,568	-100%	$111.5K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,397	-11,397	-100%	$109.9K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	11,359	-11,359	-100%	$109.5K	—	—	—
Boothbay Fund Management, LLC	N/A	—	10,757	-10,757	-100%	$103.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	10,503	-10,503	-100%	$101.2K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	10,503	-10,503	-100%	$101.3K	—	—	—
Arax Advisory Partners	N/A	—	10,485	-10,485	-100%	$101.1K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	4,000	-4,000	-100%	$38.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,848	-2,848	-100%	$27.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2,359	-2,359	-100%	$22.7K	—	—	—
Quent Capital, LLC	N/A	—	2,200	-2,200	-100%	$21.2K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,495	-1,495	-100%	$14.4K	—	—	—
ESL Trust Services, LLC	N/A	—	1,150	-1,150	-100%	$11.1K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	694	-694	-100%	$6.7K	—	—	—
Ameriflex Group, Inc.	N/A	—	525	-525	-100%	$5.1K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	335	-335	-100%	$3.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	250	-250	-100%	$2.4K	—	—	—
JPMorgan Chase & Co	N/A	—	220	-220	-100%	$2.1K	—	—	—
Bernard Wealth Management Corp.	N/A	—	205	-205	-100%	$2.0K	—	—	—
Kilter Group LLC	N/A	—	1	-1	-100%	$10	—	—	—

Showing 186 of 186 institutions