Eaton Vance Rsk-Mgd Divers (ETJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares2,416,963 from 2,333,233

Change+83,730 (+4%)

Value$19.7M (+$450.7K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares203,453 from 203,865

Change-412 (0%)

Value$1.7M (-$24.0K)

Filed 2026-11-02

First Heartland Consultants, Inc.

INCREASED

Shares130,050 from 129,146

Change+904 (+1%)

Value$1.1M (-$5.5K)

Filed 2026-10-08

Shaker Financial Services, LLC

DECREASED

Shares117,721 from 206,902

Change-89,181 (-43%)

Value$961.8K (-$749.3K)

Filed 2026-10-14

PMG Family Office LLC

INCREASED

Shares110,165 from 108,555

Change+1,610 (+1%)

Value$900.0K (+$2.3K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares91,014 from 118,544

Change-27,530 (-23%)

Value$743.6K (-$236.8K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares53,913 from 81,025

Change-27,112 (-33%)

Value$440.5K (-$229.6K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares53,466 from 50,047

Change+3,419 (+7%)

Value$436.8K (+$22.9K)

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares41,513 from 38,327

Change+3,186 (+8%)

Value$339.2K (+$22.2K)

Filed 2026-10-26

HighTower Advisors, LLC

INCREASED

Shares41,194 from 41,189

Change+5 (+0%)

Value$336.6K (-$4.1K)

Filed 2026-11-10

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares41,064 from 39,547

Change+1,517 (+4%)

Value$333.9K (-$2.3K)

Filed 2026-10-13

David J Yvars Group

INCREASED

Shares38,262 from 37,882

Change+380 (+1%)

Value$312.6K (-$684)

Filed 2026-10-09

Decision Investments, Inc

UNCHANGED

Shares34,307 from 34,307

Change0 (0%)

Value$280.3K (-$3.4K)

Filed 2026-10-07

Sigma Planning Corp

INCREASED

Shares31,174 from 31,054

Change+120 (+0%)

Value$254.7K (-$2.1K)

Filed 2026-10-23

Winebrenner Capital Management LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$245.1K (-$3.0K)

Filed 2026-10-07

Portfolio Strategies, Inc.

DECREASED

Shares29,496 from 30,921

Change-1,425 (-5%)

Value$241.0K (-$14.7K)

Filed 2026-11-06

Formidable Asset Management, LLC

INCREASED

Shares28,809 from 28,583

Change+226 (+1%)

Value$238.3K (+$4.7K)

Filed 2026-11-03

Truist Financial Corp

INCREASED

Shares28,744 from 28,436

Change+308 (+1%)

Value$234.8K (-$326)

Filed 2026-10-30

Closed-End Fund Advisors, Inc.

INCREASED

Shares28,188 from 23,364

Change+4,824 (+21%)

Value$230.3K (+$37.1K)

Filed 2026-11-04

International Assets Investment Management, LLC

INCREASED

Shares27,809 from 24,109

Change+3,700 (+15%)

Value$226.1K (+$24.1K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$204.3K (-$2.5K)

Filed 2026-11-05

Wespac Advisors, LLC

UNCHANGED

Shares24,000 from 24,000

Change0 (0%)

Value$196.1K (-$2.4K)

Filed 2026-10-26

Prospera Financial Services Inc

UNCHANGED

Shares22,683 from 22,683

Change0 (0%)

Value$178.5K (-$9.1K)

Filed 2026-11-04

Successful Portfolios LLC

DECREASED

Shares22,102 from 25,102

Change-3,000 (-12%)

Value$179.8K (-$33.2K)

Filed 2026-10-09

Western Wealth Management, LLC

DECREASED

Shares20,786 from 25,619

Change-4,833 (-19%)

Value$169.8K (-$42.1K)

Filed 2026-11-09

Allworth Financial LP

UNCHANGED

Shares20,117 from 20,117

Change0 (0%)

Value$166.4K ($0)

Filed 2026-11-06

Harbour Investments, Inc.

DECREASED

Shares19,547 from 24,249

Change-4,702 (-19%)

Value$159.7K (-$40.8K)

Filed 2026-11-09

MGO One Seven LLC

DECREASED

Shares19,102 from 25,346

Change-6,244 (-25%)

Value$156.1K (-$53.6K)

Filed 2026-10-28

Oppenheimer & Co Inc

NEW

Shares18,977

Change+18,977

Value$155.0K

Filed 2026-10-26

Wealth Effects LLC

DECREASED

Shares17,775 from 17,796

Change-21 (0%)

Value$145.2K (-$2.0K)

Filed 2026-10-23

B. Riley Wealth Advisors, Inc.

DECREASED

Shares17,011 from 19,743

Change-2,732 (-14%)

Value$139.0K (-$23.9K)

Filed 2026-10-13

NWF Advisory Services Inc.

UNCHANGED

Shares16,300 from 16,300

Change0 (0%)

Value$133.2K (-$1.6K)

Filed 2026-10-19

Primoris Wealth Advisors, LLC

DECREASED

Shares15,087 from 16,083

Change-996 (-6%)

Value$123.3K (-$9.7K)

Filed 2026-10-28

Flagship Harbor Advisors, LLC

INCREASED

Shares14,844 from 14,631

Change+213 (+1%)

Value$121.3K (+$270)

Filed 2026-10-26

Kingswood Wealth Advisors, LLC

NEW

Shares13,200

Change+13,200

Value$107.8K

Filed 2026-10-23

Procyon Advisors, LLC

UNCHANGED

Shares12,700 from 12,700

Change0 (0%)

Value$103.8K (-$1.3K)

Filed 2026-10-21

StoneX Group Inc.

NEW

Shares12,611

Change+12,611

Value$104.9K

Filed 2026-11-03

Vista Investment Partners II, LLC

INCREASED

Shares11,578 from 11,036

Change+542 (+5%)

Value$94.6K (+$3.3K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares11,376 from 11,252

Change+124 (+1%)

Value$92.9K (-$110)

Filed 2026-11-02

Diversified Enterprises, LLC

DECREASED

Shares11,246 from 11,363

Change-117 (-1%)

Value$91.9K (-$2.1K)

Filed 2026-10-19

Gamma Investing LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$65.4K (-$800)

Filed 2026-10-08

CoreCap Advisors, LLC

DECREASED

Shares6,625 from 7,025

Change-400 (-6%)

Value$54.1K (-$4.0K)

Filed 2026-10-08

Princeton Global Asset Management LLC

UNCHANGED

Shares5,752 from 5,752

Change0 (0%)

Value$47.0K (-$575)

Filed 2026-10-21

Foresight Capital Management Advisors, Inc.

NEW

Shares4,800

Change+4,800

Value$39.2K

Filed 2026-10-27

Blue Bell Private Wealth Management, LLC

INCREASED

Shares4,350 from 3,750

Change+600 (+16%)

Value$35.5K (+$4.5K)

Filed 2026-10-29

Creative Capital Management Investments LLC

UNCHANGED

Shares3,556 from 3,556

Change0 (0%)

Value$29.1K (-$355)

Filed 2026-10-28

Geneos Wealth Management Inc.

UNCHANGED

Shares2,475 from 2,475

Change0 (0%)

Value$20.2K (-$247)

Filed 2026-11-09

Fifth Third Bancorp

DECREASED

Shares2,066 from 2,084

Change-18 (-1%)

Value$16.9K (-$356)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$16.3K (-$200)

Filed 2026-10-20

Manchester Capital Management LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$16.4K (-$180)

Filed 2026-10-22

Hoey Investments, Inc

DECREASED

Shares1,850 from 2,000

Change-150 (-7%)

Value$15.1K (-$1.4K)

Filed 2026-10-29

Armstrong Advisory Group, Inc

INCREASED

Shares1,691 from 1,652

Change+39 (+2%)

Value$13.8K (+$153)

Filed 2026-10-09

Nova Financial LLC

NEW

Shares1,157

Change+1,157

Value$9.5K

Filed 2026-11-04

IFS Advisors, LLC

NEW

Shares1,015

Change+1,015

Value$8.3K

Filed 2026-10-14

Highline Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.1K (-$50)

Filed 2026-10-19

GoalVest Advisory LLC

DECREASED

Shares326 from 560

Change-234 (-42%)

Value$2.7K (-$2.0K)

Filed 2026-10-02

Parallel Advisors, LLC

INCREASED

Shares231 from 230

Change+1 (+0%)

Value$1.9K (-$23)

Filed 2026-11-03

Calamos Advisors LLC

CLOSED

Shares0 from 98,648

Change-98,648 (-100%)

Value$0 (-$815.8K)

Filed 2026-11-02

Semus Wealth Partners LLC

CLOSED

Shares0 from 13,497

Change-13,497 (-100%)

Value$0 (-$111.6K)

Filed 2026-10-22

Insight Advisors, LLC/ PA

CLOSED

Shares0 from 12,426

Change-12,426 (-100%)

Value$0 (-$102.8K)

Filed 2026-10-22

Kingsbury Capital Investment Advisors LLC

CLOSED

Shares0 from 11,230

Change-11,230 (-100%)

Value$0 (-$92.9K)

Filed 2026-10-20

Liberty Capital Management, Inc.

CLOSED

Shares0 from 11,170

Change-11,170 (-100%)

Value$0 (-$92.4K)

Filed 2026-11-02

Noble Wealth Management PBC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$20.7K)

Filed 2026-10-01

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 2,005

Change-2,005 (-100%)

Value$0 (-$16.6K)

Filed 2026-11-06

Larson Financial Group LLC

CLOSED

Shares0 from 1,750

Change-1,750 (-100%)

Value$0 (-$14.5K)

Filed 2026-11-05

Raymond James Financial Inc

N/A

Shares— from 1,992,486

Change-1,992,486 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,400,673

Change-1,400,673 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,260,719

Change-1,260,719 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 877,603

Change-877,603 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 738,664

Change-738,664 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 481,799

Change-481,799 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 444,704

Change-444,704 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 221,380

Change-221,380 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 191,837

Change-191,837 (-100%)

Value—

Financial Alternatives, Inc

N/A

Shares— from 180,120

Change-180,120 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 176,273

Change-176,273 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 160,363

Change-160,363 (-100%)

Value—

&partners

N/A

Shares— from 156,301

Change-156,301 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 150,552

Change-150,552 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 148,488

Change-148,488 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 145,117

Change-145,117 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 133,176

Change-133,176 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 121,745

Change-121,745 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 119,235

Change-119,235 (-100%)

Value—

UBS Group AG

N/A

Shares— from 94,020

Change-94,020 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 80,800

Change-80,800 (-100%)

Value—

Pointe Capital Management LLC

N/A

Shares— from 77,964

Change-77,964 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 74,527

Change-74,527 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 68,824

Change-68,824 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 66,304

Change-66,304 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 61,042

Change-61,042 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 53,340

Change-53,340 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 51,645

Change-51,645 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 51,136

Change-51,136 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 50,876

Change-50,876 (-100%)

Value—

RPO LLC

N/A

Shares— from 41,442

Change-41,442 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 36,296

Change-36,296 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 28,310

Change-28,310 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 23,450

Change-23,450 (-100%)

Value—

Harbour Wealth Management Group, Inc.

N/A

Shares— from 23,212

Change-23,212 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,372

Change-21,372 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 19,153

Change-19,153 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,135

Change-18,135 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 16,955

Change-16,955 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 16,878

Change-16,878 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 16,600

Change-16,600 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 15,655

Change-15,655 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 14,941

Change-14,941 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 14,455

Change-14,455 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,818

Change-13,818 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 13,474

Change-13,474 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 12,025

Change-12,025 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 11,435

Change-11,435 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 11,230

Change-11,230 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 11,090

Change-11,090 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,053

Change-7,053 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 2,792

Change-2,792 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,159

Change-2,159 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,254

Change-1,254 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 1,023

Change-1,023 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 697

Change-697 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 10

Change-10 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7

Change-7 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	2,416,963	2,333,233	+83,730	+4%	$19.3M	$19.7M	+$450.7K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	203,453	203,865	-412	0%	$1.7M	$1.7M	-$24.0K	2026-11-02
First Heartland Consultants, Inc.	INCREASED	130,050	129,146	+904	+1%	$1.1M	$1.1M	-$5.5K	2026-10-08
Shaker Financial Services, LLC	DECREASED	117,721	206,902	-89,181	-43%	$1.7M	$961.8K	-$749.3K	2026-10-14
PMG Family Office LLC	INCREASED	110,165	108,555	+1,610	+1%	$897.8K	$900.0K	+$2.3K	2026-10-19
Creative Planning	DECREASED	91,014	118,544	-27,530	-23%	$980.4K	$743.6K	-$236.8K	2026-11-02
Independent Financial Group, LLC	DECREASED	53,913	81,025	-27,112	-33%	$670.1K	$440.5K	-$229.6K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	53,466	50,047	+3,419	+7%	$413.9K	$436.8K	+$22.9K	2026-11-02
Lanark Financial, Inc.	INCREASED	41,513	38,327	+3,186	+8%	$317.0K	$339.2K	+$22.2K	2026-10-26
HighTower Advisors, LLC	INCREASED	41,194	41,189	+5	+0%	$340.6K	$336.6K	-$4.1K	2026-11-10
Wealth Enhancement Advisory Services, LLC	INCREASED	41,064	39,547	+1,517	+4%	$336.1K	$333.9K	-$2.3K	2026-10-13
David J Yvars Group	INCREASED	38,262	37,882	+380	+1%	$313.3K	$312.6K	-$684	2026-10-09
Decision Investments, Inc	UNCHANGED	34,307	34,307	0	0%	$283.7K	$280.3K	-$3.4K	2026-10-07
Sigma Planning Corp	INCREASED	31,174	31,054	+120	+0%	$256.8K	$254.7K	-$2.1K	2026-10-23
Winebrenner Capital Management LLC	UNCHANGED	30,000	30,000	0	0%	$248.1K	$245.1K	-$3.0K	2026-10-07
Portfolio Strategies, Inc.	DECREASED	29,496	30,921	-1,425	-5%	$255.7K	$241.0K	-$14.7K	2026-11-06
Formidable Asset Management, LLC	INCREASED	28,809	28,583	+226	+1%	$233.5K	$238.3K	+$4.7K	2026-11-03
Truist Financial Corp	INCREASED	28,744	28,436	+308	+1%	$235.2K	$234.8K	-$326	2026-10-30
Closed-End Fund Advisors, Inc.	INCREASED	28,188	23,364	+4,824	+21%	$193.2K	$230.3K	+$37.1K	2026-11-04
International Assets Investment Management, LLC	INCREASED	27,809	24,109	+3,700	+15%	$202.0K	$226.1K	+$24.1K	2026-11-02
Elevation Point Wealth Partners, LLC	UNCHANGED	25,000	25,000	0	0%	$206.8K	$204.3K	-$2.5K	2026-11-05
Wespac Advisors, LLC	UNCHANGED	24,000	24,000	0	0%	$198.5K	$196.1K	-$2.4K	2026-10-26
Prospera Financial Services Inc	UNCHANGED	22,683	22,683	0	0%	$187.6K	$178.5K	-$9.1K	2026-11-04
Successful Portfolios LLC	DECREASED	22,102	25,102	-3,000	-12%	$213.0K	$179.8K	-$33.2K	2026-10-09
Western Wealth Management, LLC	DECREASED	20,786	25,619	-4,833	-19%	$211.9K	$169.8K	-$42.1K	2026-11-09
Allworth Financial LP	UNCHANGED	20,117	20,117	0	0%	$166.4K	$166.4K	$0	2026-11-06
Harbour Investments, Inc.	DECREASED	19,547	24,249	-4,702	-19%	$200.5K	$159.7K	-$40.8K	2026-11-09
MGO One Seven LLC	DECREASED	19,102	25,346	-6,244	-25%	$209.6K	$156.1K	-$53.6K	2026-10-28
Oppenheimer & Co Inc	NEW	18,977	—	+18,977	—	—	$155.0K	—	2026-10-26
Wealth Effects LLC	DECREASED	17,775	17,796	-21	0%	$147.2K	$145.2K	-$2.0K	2026-10-23
B. Riley Wealth Advisors, Inc.	DECREASED	17,011	19,743	-2,732	-14%	$162.9K	$139.0K	-$23.9K	2026-10-13
NWF Advisory Services Inc.	UNCHANGED	16,300	16,300	0	0%	$134.8K	$133.2K	-$1.6K	2026-10-19
Primoris Wealth Advisors, LLC	DECREASED	15,087	16,083	-996	-6%	$133.0K	$123.3K	-$9.7K	2026-10-28
Flagship Harbor Advisors, LLC	INCREASED	14,844	14,631	+213	+1%	$121.0K	$121.3K	+$270	2026-10-26
Kingswood Wealth Advisors, LLC	NEW	13,200	—	+13,200	—	—	$107.8K	—	2026-10-23
Procyon Advisors, LLC	UNCHANGED	12,700	12,700	0	0%	$105.0K	$103.8K	-$1.3K	2026-10-21
StoneX Group Inc.	NEW	12,611	—	+12,611	—	—	$104.9K	—	2026-11-03
Vista Investment Partners II, LLC	INCREASED	11,578	11,036	+542	+5%	$91.3K	$94.6K	+$3.3K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	11,376	11,252	+124	+1%	$93.1K	$92.9K	-$110	2026-11-02
Diversified Enterprises, LLC	DECREASED	11,246	11,363	-117	-1%	$94.0K	$91.9K	-$2.1K	2026-10-19
Gamma Investing LLC	UNCHANGED	8,000	8,000	0	0%	$66.2K	$65.4K	-$800	2026-10-08
CoreCap Advisors, LLC	DECREASED	6,625	7,025	-400	-6%	$58.1K	$54.1K	-$4.0K	2026-10-08
Princeton Global Asset Management LLC	UNCHANGED	5,752	5,752	0	0%	$47.6K	$47.0K	-$575	2026-10-21
Foresight Capital Management Advisors, Inc.	NEW	4,800	—	+4,800	—	—	$39.2K	—	2026-10-27
Blue Bell Private Wealth Management, LLC	INCREASED	4,350	3,750	+600	+16%	$31.0K	$35.5K	+$4.5K	2026-10-29
Creative Capital Management Investments LLC	UNCHANGED	3,556	3,556	0	0%	$29.4K	$29.1K	-$355	2026-10-28
Geneos Wealth Management Inc.	UNCHANGED	2,475	2,475	0	0%	$20.5K	$20.2K	-$247	2026-11-09
Fifth Third Bancorp	DECREASED	2,066	2,084	-18	-1%	$17.2K	$16.9K	-$356	2026-11-05
Private Trust Co NA	UNCHANGED	2,000	2,000	0	0%	$16.5K	$16.3K	-$200	2026-10-20
Manchester Capital Management LLC	UNCHANGED	2,000	2,000	0	0%	$16.5K	$16.4K	-$180	2026-10-22
Hoey Investments, Inc	DECREASED	1,850	2,000	-150	-7%	$16.5K	$15.1K	-$1.4K	2026-10-29
Armstrong Advisory Group, Inc	INCREASED	1,691	1,652	+39	+2%	$13.7K	$13.8K	+$153	2026-10-09
Nova Financial LLC	NEW	1,157	—	+1,157	—	—	$9.5K	—	2026-11-04
IFS Advisors, LLC	NEW	1,015	—	+1,015	—	—	$8.3K	—	2026-10-14
Highline Wealth Partners LLC	UNCHANGED	500	500	0	0%	$4.1K	$4.1K	-$50	2026-10-19
GoalVest Advisory LLC	DECREASED	326	560	-234	-42%	$4.6K	$2.7K	-$2.0K	2026-10-02
Parallel Advisors, LLC	INCREASED	231	230	+1	+0%	$1.9K	$1.9K	-$23	2026-11-03
Calamos Advisors LLC	CLOSED	0	98,648	-98,648	-100%	$815.8K	$0	-$815.8K	2026-11-02
Semus Wealth Partners LLC	CLOSED	0	13,497	-13,497	-100%	$111.6K	$0	-$111.6K	2026-10-22
Insight Advisors, LLC/ PA	CLOSED	0	12,426	-12,426	-100%	$102.8K	$0	-$102.8K	2026-10-22
Kingsbury Capital Investment Advisors LLC	CLOSED	0	11,230	-11,230	-100%	$92.9K	$0	-$92.9K	2026-10-20
Liberty Capital Management, Inc.	CLOSED	0	11,170	-11,170	-100%	$92.4K	$0	-$92.4K	2026-11-02
Noble Wealth Management PBC	CLOSED	0	2,500	-2,500	-100%	$20.7K	$0	-$20.7K	2026-10-01
Institute for Wealth Management, Llc.	CLOSED	0	2,005	-2,005	-100%	$16.6K	$0	-$16.6K	2026-11-06
Larson Financial Group LLC	CLOSED	0	1,750	-1,750	-100%	$14.5K	$0	-$14.5K	2026-11-05
Raymond James Financial Inc	N/A	—	1,992,486	-1,992,486	-100%	$16.5M	—	—	—
Guggenheim Capital LLC	N/A	—	1,400,673	-1,400,673	-100%	$11.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,260,719	-1,260,719	-100%	$10.4M	—	—	—
Invesco Ltd.	N/A	—	877,603	-877,603	-100%	$7.3M	—	—	—
Morgan Stanley	N/A	—	738,664	-738,664	-100%	$6.1M	—	—	—
Advisors Asset Management, Inc.	N/A	—	481,799	-481,799	-100%	$4.0M	—	—	—
Ameriprise Financial Inc	N/A	—	444,704	-444,704	-100%	$3.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	221,380	-221,380	-100%	$1.8M	—	—	—
Focus Partners Wealth	N/A	—	191,837	-191,837	-100%	$1.6M	—	—	—
Financial Alternatives, Inc	N/A	—	180,120	-180,120	-100%	$1.5M	—	—	—
Wells Fargo & Company	N/A	—	176,273	-176,273	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	160,363	-160,363	-100%	$1.3M	—	—	—
&partners	N/A	—	156,301	-156,301	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	150,552	-150,552	-100%	$1.2M	—	—	—
IHT Wealth Management, LLC	N/A	—	148,488	-148,488	-100%	$1.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	145,117	-145,117	-100%	$1.2M	—	—	—
Two Sigma Investments, LP	N/A	—	133,176	-133,176	-100%	$1.1M	—	—	—
Advisory Services Network, LLC	N/A	—	121,745	-121,745	-100%	$1.0M	—	—	—
Royal Bank of Canada	N/A	—	119,235	-119,235	-100%	$986.0K	—	—	—
UBS Group AG	N/A	—	94,020	-94,020	-100%	$777.5K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	80,800	-80,800	-100%	$668.2K	—	—	—
Pointe Capital Management LLC	N/A	—	77,964	-77,964	-100%	$644.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	74,527	-74,527	-100%	$616.0K	—	—	—
SageView Advisory Group, LLC	N/A	—	68,824	-68,824	-100%	$569.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	66,304	-66,304	-100%	$548.0K	—	—	—
Cetera Investment Advisers	N/A	—	61,042	-61,042	-100%	$504.8K	—	—	—
Stifel Financial Corp	N/A	—	53,340	-53,340	-100%	$441.1K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	51,645	-51,645	-100%	$427.1K	—	—	—
WCG Wealth Advisors LLC	N/A	—	51,136	-51,136	-100%	$422.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	50,876	-50,876	-100%	$420.7K	—	—	—
RPO LLC	N/A	—	41,442	-41,442	-100%	$342.7K	—	—	—
Baird Financial Group, Inc.	N/A	—	36,296	-36,296	-100%	$300.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	28,310	-28,310	-100%	$234.1K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	28,000	-28,000	-100%	$231.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	25,000	-25,000	-100%	$206.8K	—	—	—
Kovack Advisors, Inc.	N/A	—	23,450	-23,450	-100%	$196.1K	—	—	—
Harbour Wealth Management Group, Inc.	N/A	—	23,212	-23,212	-100%	$192.0K	—	—	—
Citadel Advisors LLC	N/A	—	21,372	-21,372	-100%	$176.7K	—	—	—
Founders Financial Alliance, LLC	N/A	—	19,153	-19,153	-100%	$158.4K	—	—	—
XTX Topco Ltd	N/A	—	18,135	-18,135	-100%	$150.0K	—	—	—
Everstar Asset Management, LLC	N/A	—	16,955	-16,955	-100%	$140.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	16,878	-16,878	-100%	$139.6K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	16,600	-16,600	-100%	$137.3K	—	—	—
GWN Securities Inc.	N/A	—	15,655	-15,655	-100%	$129.5K	—	—	—
Summit Financial, LLC	N/A	—	14,941	-14,941	-100%	$123.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	14,455	-14,455	-100%	$119.5K	—	—	—
JPMorgan Chase & Co	N/A	—	13,818	-13,818	-100%	$114.0K	—	—	—
Principal Securities, Inc.	N/A	—	13,474	-13,474	-100%	$111.4K	—	—	—
MML Investors Services, LLC	N/A	—	12,360	-12,360	-100%	$102.2K	—	—	—
Marshall Financial Group, LLC	N/A	—	12,025	-12,025	-100%	$99.4K	—	—	—
World Investment Advisors	N/A	—	11,435	-11,435	-100%	$94.1K	—	—	—
KMT Wealth Management, LLC	N/A	—	11,230	-11,230	-100%	$92.9K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	11,090	-11,090	-100%	$91.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,053	-7,053	-100%	$58.3K	—	—	—
Arax Advisory Partners	N/A	—	3,050	-3,050	-100%	$25.2K	—	—	—
Colonial Trust Co / SC	N/A	—	2,792	-2,792	-100%	$23.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,159	-2,159	-100%	$17.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,254	-1,254	-100%	$10.4K	—	—	—
TD Capital Management LLC	N/A	—	1,023	-1,023	-100%	$8.5K	—	—	—
Luminist Capital LLC	N/A	—	697	-697	-100%	$5.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	10	-10	-100%	$83	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7	-7	-100%	$58	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	0	0	—	$1	—	—	—

Showing 128 of 128 institutions