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TCW Transform Systems ETF (PWRD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,908,167 from 1,814,843
Change+93,324 (+5%)
Value$200.7M (-$22.4M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares1,825,726 from 1,739,131
Change+86,595 (+5%)
Value$192.1M (-$21.8M)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares170,961 from 152,553
Change+18,408 (+12%)
Value$18.0M (-$773.8K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares167,840 from 162,280
Change+5,560 (+3%)
Value$17.7M (-$2.3M)
Filed 2026-10-16
Unique Wealth, LLC
INCREASED
Shares146,248 from 136,013
Change+10,235 (+8%)
Value$15.4M (-$1.3M)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares145,509 from 143,637
Change+1,872 (+1%)
Value$15.3M (-$2.4M)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
DECREASED
Shares109,665 from 114,143
Change-4,478 (-4%)
Value$11.5M (-$2.5M)
Filed 2026-10-15
Quadcap Wealth Management, LLC
INCREASED
Shares104,402 from 98,142
Change+6,260 (+6%)
Value$11.0M (-$1.1M)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares89,843 from 87,121
Change+2,722 (+3%)
Value$9.5M (-$1.3M)
Filed 2026-10-07
Thrivent Financial for Lutherans
INCREASED
Shares85,637 from 82,890
Change+2,747 (+3%)
Value$9.1M (-$1.1M)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares73,456 from 72,216
Change+1,240 (+2%)
Value$7.7M (-$1.2M)
Filed 2026-10-21
3Edge Asset Management, LP
DECREASED
Shares70,299 from 88,074
Change-17,775 (-20%)
Value$7.4M (-$3.4M)
Filed 2026-10-30
Fusion Capital, LLC
INCREASED
Shares70,075 from 68,243
Change+1,832 (+3%)
Value$7.4M (-$1.0M)
Filed 2026-10-28
Avalon Capital Management
INCREASED
Shares61,701 from 59,985
Change+1,716 (+3%)
Value$6.5M (-$885.2K)
Filed 2026-11-04
Valence8 US LP
UNCHANGED
Shares54,694 from 54,694
Change0 (0%)
Value$5.8M (-$971.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares54,548 from 54,453
Change+95 (+0%)
Value$5.7M (-$957.4K)
Filed 2026-11-02
DWM Financial Group, Inc.
DECREASED
Shares53,747 from 64,622
Change-10,875 (-17%)
Value$5.7M (-$559.9K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares40,067 from 37,663
Change+2,404 (+6%)
Value$4.2M (-$416.2K)
Filed 2026-10-16
KPP Advisory Services LLC
INCREASED
Shares36,456 from 32,757
Change+3,699 (+11%)
Value$3.8M (-$192.9K)
Filed 2026-10-26
Prospera Financial Services Inc
NEW
Shares34,675
Change+34,675
Value$3.4M
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares33,536 from 30,936
Change+2,600 (+8%)
Value$3.5M (-$276.1K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares25,190 from 22,209
Change+2,981 (+13%)
Value$2.6M (-$80.9K)
Filed 2026-10-27
TritonPoint Partners, LLC
INCREASED
Shares25,040 from 20,495
Change+4,545 (+22%)
Value$2.6M (+$114.0K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
INCREASED
Shares22,782 from 19,584
Change+3,198 (+16%)
Value$2.4M (-$11.5K)
Filed 2026-10-29
Sloy Dahl & Holst, LLC
INCREASED
Shares21,355 from 20,034
Change+1,321 (+7%)
Value$2.2M (-$217.0K)
Filed 2026-10-14
Cardinal Point Capital Management ULC
UNCHANGED
Shares20,215 from 20,215
Change0 (0%)
Value$2.1M (-$359.1K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares19,384 from 20,738
Change-1,354 (-7%)
Value$2.0M (-$511.0K)
Filed 2026-10-23
Rational Advisors, Inc.
NEW
Shares19,000
Change+19,000
Value$2.0M
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares18,648 from 18,292
Change+356 (+2%)
Value$2.0M (-$287.5K)
Filed 2026-11-04
Capital Wealth Management, LLC
INCREASED
Shares17,714 from 15,969
Change+1,745 (+11%)
Value$1.9M (-$100.1K)
Filed 2026-10-27
WJ Wealth Management, LLC
DECREASED
Shares15,968 from 70,610
Change-54,642 (-77%)
Value$1.7M (-$7.0M)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares13,540 from 13,540
Change0 (0%)
Value$1.4M (-$240.6K)
Filed 2026-10-26
Portside Wealth Group, LLC
DECREASED
Shares12,884 from 13,379
Change-495 (-4%)
Value$1.4M (-$289.8K)
Filed 2026-10-20
SFG Wealth Management, Llc.
DECREASED
Shares11,908 from 14,782
Change-2,874 (-19%)
Value$1.3M (-$565.0K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares11,713 from 11,432
Change+281 (+2%)
Value$1.2M (-$173.6K)
Filed 2026-10-28
Virtue Capital Management, LLC
NEW
Shares11,564
Change+11,564
Value$1.2M
Filed 2026-10-29
Fairvoy Private Wealth, LLC
INCREASED
Shares11,067 from 9,006
Change+2,061 (+23%)
Value$1.2M (+$56.8K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares10,653 from 10,535
Change+118 (+1%)
Value$1.1M (-$174.7K)
Filed 2026-11-04
PUREfi Wealth, LLC
INCREASED
Shares9,925 from 9,840
Change+85 (+1%)
Value$1.0M (-$165.9K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares9,600
Change+9,600
Value$1.0M
Filed 2026-11-03
Traveka Wealth, LLC
INCREASED
Shares9,150 from 7,974
Change+1,176 (+15%)
Value$962.5K (-$18.0K)
Filed 2026-10-19
Trademark Financial Management, LLC
DECREASED
Shares8,564 from 8,585
Change-21 (0%)
Value$900.9K (-$154.7K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,029 from 8,905
Change-876 (-10%)
Value$845.0K (-$250.0K)
Filed 2026-11-02
Embree Financial Group
NEW
Shares7,330
Change+7,330
Value$771.1K
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares5,475 from 1,717
Change+3,758 (+219%)
Value$575.9K (+$364.8K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares5,210 from 6,946
Change-1,736 (-25%)
Value$548.1K (-$305.9K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares5,033 from 4,666
Change+367 (+8%)
Value$529.4K (-$44.3K)
Filed 2026-10-16
Revisor Wealth Management LLC
INCREASED
Shares4,817 from 4,540
Change+277 (+6%)
Value$492.0K (-$66.2K)
Filed 2026-10-20
TPG Advisors LLC
NEW
Shares4,646
Change+4,646
Value$488.7K
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares4,384 from 3,938
Change+446 (+11%)
Value$461.2K (-$23.0K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares4,120 from 3,920
Change+200 (+5%)
Value$433.4K (-$48.6K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares4,046 from 5,469
Change-1,423 (-26%)
Value$425.6K (-$246.9K)
Filed 2026-11-02
Roberts Wealth Advisors, LLC
DECREASED
Shares3,944 from 4,544
Change-600 (-13%)
Value$414.9K (-$143.8K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares3,488 from 3,440
Change+48 (+1%)
Value$366.9K (-$56.1K)
Filed 2026-11-03
Rare Wolf Capital LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$362.9K (-$61.3K)
Filed 2026-10-20
Redw Wealth LLC
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$351.0K (-$59.3K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares3,206 from 9,699
Change-6,493 (-67%)
Value$337.3K (-$855.3K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares3,073 from 4,603
Change-1,530 (-33%)
Value$323.3K (-$242.7K)
Filed 2026-10-30
Atria Investments, Inc
DECREASED
Shares3,004 from 3,097
Change-93 (-3%)
Value$316.0K (-$64.8K)
Filed 2026-10-15
Argyle Capital Partners, LLC
DECREASED
Shares2,964 from 2,984
Change-20 (-1%)
Value$311.8K (-$55.1K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares2,900 from 3,142
Change-242 (-8%)
Value$305.1K (-$81.3K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares2,537 from 2,672
Change-135 (-5%)
Value$266.9K (-$61.7K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,535 from 2,273
Change+262 (+12%)
Value$266.7K (-$12.8K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
DECREASED
Shares2,336 from 2,583
Change-247 (-10%)
Value$245.7K (-$71.9K)
Filed 2026-10-22
Integras Partners LLC
INCREASED
Shares2,188 from 2,024
Change+164 (+8%)
Value$230.2K (-$18.7K)
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares1,222 from 1,199
Change+23 (+2%)
Value$128.5K (-$18.9K)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$90.5K (-$15.3K)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$85.0K (-$14.4K)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares727 from 737
Change-10 (-1%)
Value$76.5K (-$14.1K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares626
Change+626
Value$65.9K
Filed 2026-11-02
Financially Speaking Inc
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$58.1K (+$4.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares547
Change+547
Value$57.5K
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$49.2K (-$8.3K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
DECREASED
Shares214 from 342
Change-128 (-37%)
Value$22.5K (-$19.5K)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$13.5K (-$2.3K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
DECREASED
Shares117 from 171
Change-54 (-32%)
Value$12.3K (-$8.7K)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$11.3K (-$1.9K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
NEW
Shares92
Change+92
Value$9.7K
Filed 2026-10-27
Center for Financial Planning, Inc.
NEW
Shares92
Change+92
Value$9.7K
Filed 2026-10-26
Toth Financial Advisory Corp
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5.4K (-$906)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.3K (-$888)
Filed 2026-10-20
MB, Levis & Associates, LLC
DECREASED
Shares25 from 30
Change-5 (-17%)
Value$2.6K (-$1.1K)
Filed 2026-10-16
Morling Financial Advisors, LLC
NEW
Shares9
Change+9
Value$947
Filed 2026-10-28
Arwa LLC
CLOSED
Shares0 from 4,343
Change-4,343 (-100%)
Value$0 (-$478.6K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$123)
Filed 2026-10-08
Dynasty Wealth Management, LLC
N/A
Shares— from 5,522,892
Change-5,522,892 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,058,493
Change-3,058,493 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 944,060
Change-944,060 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 586,451
Change-586,451 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 491,163
Change-491,163 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 382,371
Change-382,371 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 339,471
Change-339,471 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 250,629
Change-250,629 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 226,712
Change-226,712 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 139,898
Change-139,898 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 105,393
Change-105,393 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 68,225
Change-68,225 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 66,930
Change-66,930 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 64,528
Change-64,528 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 57,433
Change-57,433 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 56,243
Change-56,243 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 42,545
Change-42,545 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 36,280
Change-36,280 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 36,039
Change-36,039 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,376
Change-32,376 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,490
Change-30,490 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,896
Change-27,896 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,952
Change-22,952 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
&partners
N/A
Shares— from 21,043
Change-21,043 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 19,415
Change-19,415 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,612
Change-18,612 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,814
Change-12,814 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 479
Change-479 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 369
Change-369 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
OpenArc Corporate Advisory, LLC
INCREASED1,908,1671,814,843+93,324+5%$223.2M$200.7M-$22.4M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED1,825,7261,739,131+86,595+5%$213.8M$192.1M-$21.8M2026-10-22
Principle Wealth Partners LLC
INCREASED170,961152,553+18,408+12%$18.8M$18.0M-$773.8K2026-11-02
Aspiriant, LLC
INCREASED167,840162,280+5,560+3%$20.0M$17.7M-$2.3M2026-10-16
Unique Wealth, LLC
INCREASED146,248136,013+10,235+8%$16.7M$15.4M-$1.3M2026-10-16
Procyon Advisors, LLC
INCREASED145,509143,637+1,872+1%$17.7M$15.3M-$2.4M2026-10-21
Centerline Wealth Advisors, LLC
DECREASED109,665114,143-4,478-4%$14.0M$11.5M-$2.5M2026-10-15
Quadcap Wealth Management, LLC
INCREASED104,40298,142+6,260+6%$12.1M$11.0M-$1.1M2026-11-02
Venture Visionary Partners LLC
INCREASED89,84387,121+2,722+3%$10.7M$9.5M-$1.3M2026-10-07
Thrivent Financial for Lutherans
INCREASED85,63782,890+2,747+3%$10.2M$9.1M-$1.1M2026-11-05
Albion Financial Group
INCREASED73,45672,216+1,240+2%$8.9M$7.7M-$1.2M2026-10-21
3Edge Asset Management, LP
DECREASED70,29988,074-17,775-20%$10.8M$7.4M-$3.4M2026-10-30
Fusion Capital, LLC
INCREASED70,07568,243+1,832+3%$8.4M$7.4M-$1.0M2026-10-28
Avalon Capital Management
INCREASED61,70159,985+1,716+3%$7.4M$6.5M-$885.2K2026-11-04
Valence8 US LP
UNCHANGED54,69454,69400%$6.7M$5.8M-$971.7K2026-11-03
Commonwealth Equity Services, LLC
INCREASED54,54854,453+95+0%$6.7M$5.7M-$957.4K2026-11-02
DWM Financial Group, Inc.
DECREASED53,74764,622-10,875-17%$6.2M$5.7M-$559.9K2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED40,06737,663+2,404+6%$4.6M$4.2M-$416.2K2026-10-16
KPP Advisory Services LLC
INCREASED36,45632,757+3,699+11%$4.0M$3.8M-$192.9K2026-10-26
Prospera Financial Services Inc
NEW34,675—+34,675——$3.4M—2026-11-04
BIP Wealth, LLC
INCREASED33,53630,936+2,600+8%$3.8M$3.5M-$276.1K2026-10-22
Financial Insights, Inc.
INCREASED25,19022,209+2,981+13%$2.7M$2.6M-$80.9K2026-10-27
TritonPoint Partners, LLC
INCREASED25,04020,495+4,545+22%$2.5M$2.6M+$114.0K2026-11-05
DecisionMap Wealth Management, LLC
INCREASED22,78219,584+3,198+16%$2.4M$2.4M-$11.5K2026-10-29
Sloy Dahl & Holst, LLC
INCREASED21,35520,034+1,321+7%$2.5M$2.2M-$217.0K2026-10-14
Cardinal Point Capital Management ULC
UNCHANGED20,21520,21500%$2.5M$2.1M-$359.1K2026-10-21
Tsfg, LLC
DECREASED19,38420,738-1,354-7%$2.6M$2.0M-$511.0K2026-10-23
Rational Advisors, Inc.
NEW19,000—+19,000——$2.0M—2026-11-02
Lido Advisors, LLC
INCREASED18,64818,292+356+2%$2.2M$2.0M-$287.5K2026-11-04
Capital Wealth Management, LLC
INCREASED17,71415,969+1,745+11%$2.0M$1.9M-$100.1K2026-10-27
WJ Wealth Management, LLC
DECREASED15,96870,610-54,642-77%$8.7M$1.7M-$7.0M2026-11-03
TFC Financial Management, Inc.
UNCHANGED13,54013,54000%$1.7M$1.4M-$240.6K2026-10-26
Portside Wealth Group, LLC
DECREASED12,88413,379-495-4%$1.6M$1.4M-$289.8K2026-10-20
SFG Wealth Management, Llc.
DECREASED11,90814,782-2,874-19%$1.8M$1.3M-$565.0K2026-10-23
MGO One Seven LLC
INCREASED11,71311,432+281+2%$1.4M$1.2M-$173.6K2026-10-28
Virtue Capital Management, LLC
NEW11,564—+11,564——$1.2M—2026-10-29
Fairvoy Private Wealth, LLC
INCREASED11,0679,006+2,061+23%$1.1M$1.2M+$56.8K2026-10-19
Visionary Wealth Advisors
INCREASED10,65310,535+118+1%$1.3M$1.1M-$174.7K2026-11-04
PUREfi Wealth, LLC
INCREASED9,9259,840+85+1%$1.2M$1.0M-$165.9K2026-10-19
Ascentis Independent Advisors
NEW9,600—+9,600——$1.0M—2026-11-03
Traveka Wealth, LLC
INCREASED9,1507,974+1,176+15%$980.5K$962.5K-$18.0K2026-10-19
Trademark Financial Management, LLC
DECREASED8,5648,585-210%$1.1M$900.9K-$154.7K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED8,0298,905-876-10%$1.1M$845.0K-$250.0K2026-11-02
Embree Financial Group
NEW7,330—+7,330——$771.1K—2026-10-22
Amplius Wealth Advisors, LLC
INCREASED5,4751,717+3,758+219%$211.1K$575.9K+$364.8K2026-10-20
GK Wealth Management LLC
DECREASED5,2106,946-1,736-25%$854.0K$548.1K-$305.9K2026-10-09
IFP Advisors, Inc
INCREASED5,0334,666+367+8%$573.7K$529.4K-$44.3K2026-10-16
Revisor Wealth Management LLC
INCREASED4,8174,540+277+6%$558.2K$492.0K-$66.2K2026-10-20
TPG Advisors LLC
NEW4,646—+4,646——$488.7K—2026-10-16
Dynamic Advisor Solutions LLC
INCREASED4,3843,938+446+11%$484.2K$461.2K-$23.0K2026-10-13
Mather Group, Llc.
INCREASED4,1203,920+200+5%$482.0K$433.4K-$48.6K2026-10-14
Creative Planning
DECREASED4,0465,469-1,423-26%$672.5K$425.6K-$246.9K2026-11-02
Roberts Wealth Advisors, LLC
DECREASED3,9444,544-600-13%$558.7K$414.9K-$143.8K2026-10-14
Advisor OS, LLC
INCREASED3,4883,440+48+1%$423.0K$366.9K-$56.1K2026-11-03
Rare Wolf Capital LLC
UNCHANGED3,4503,45000%$424.2K$362.9K-$61.3K2026-10-20
Redw Wealth LLC
UNCHANGED3,3373,33700%$410.3K$351.0K-$59.3K2026-11-02
First Heartland Consultants, Inc.
DECREASED3,2069,699-6,493-67%$1.2M$337.3K-$855.3K2026-10-08
Truist Financial Corp
DECREASED3,0734,603-1,530-33%$566.0K$323.3K-$242.7K2026-10-30
Atria Investments, Inc
DECREASED3,0043,097-93-3%$380.8K$316.0K-$64.8K2026-10-15
Argyle Capital Partners, LLC
DECREASED2,9642,984-20-1%$366.9K$311.8K-$55.1K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED2,9003,142-242-8%$386.3K$305.1K-$81.3K2026-10-21
Oppenheimer & Co Inc
DECREASED2,5372,672-135-5%$328.5K$266.9K-$61.7K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED2,5352,273+262+12%$279.5K$266.7K-$12.8K2026-10-13
WealthTrust Asset Management, LLC
DECREASED2,3362,583-247-10%$317.6K$245.7K-$71.9K2026-10-22
Integras Partners LLC
INCREASED2,1882,024+164+8%$248.9K$230.2K-$18.7K2026-10-30
Highline Wealth Partners LLC
INCREASED1,2221,199+23+2%$147.4K$128.5K-$18.9K2026-10-19
Golden State Wealth Management, LLC
UNCHANGED86086000%$105.7K$90.5K-$15.3K2026-11-02
Fifth Third Bancorp
UNCHANGED80880800%$99.4K$85.0K-$14.4K2026-11-05
Triumph Capital Management
DECREASED727737-10-1%$90.6K$76.5K-$14.1K2026-10-14
Heritage Family Offices, LLP
NEW626—+626——$65.9K—2026-11-02
Financially Speaking Inc
UNCHANGED55255200%$54.0K$58.1K+$4.1K2026-11-05
Farther Finance Advisors, LLC
NEW547—+547——$57.5K—2026-10-08
Private Trust Co NA
UNCHANGED46846800%$57.5K$49.2K-$8.3K2026-10-20
Financial Network Wealth Advisors LLC
DECREASED214342-128-37%$42.1K$22.5K-$19.5K2026-10-28
NorthAvenue LLC
UNCHANGED12812800%$15.7K$13.5K-$2.3K2026-10-29
Silver Grove Financial Group, Inc.
DECREASED117171-54-32%$21.0K$12.3K-$8.7K2026-11-05
Blue Trust, Inc.
UNCHANGED10710700%$13.2K$11.3K-$1.9K2026-10-15
Pathway Financial Advisers, LLC
NEW92—+92——$9.7K—2026-10-27
Center for Financial Planning, Inc.
NEW92—+92——$9.7K—2026-10-26
Toth Financial Advisory Corp
UNCHANGED515100%$6.3K$5.4K-$9062026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED505000%$6.1K$5.3K-$8882026-10-20
MB, Levis & Associates, LLC
DECREASED2530-5-17%$3.7K$2.6K-$1.1K2026-10-16
Morling Financial Advisors, LLC
NEW9—+9——$947—2026-10-28
Arwa LLC
CLOSED04,343-4,343-100%$478.6K$0-$478.6K2026-10-21
Tucker Asset Management LLC
CLOSED0122-122-100%$15.0K$0-$15.0K2026-10-29
EverSource Wealth Advisors, LLC
CLOSED034-34-100%$4.2K$0-$4.2K2026-11-04
CoreCap Advisors, LLC
CLOSED01-1-100%$123$0-$1232026-10-08
Dynasty Wealth Management, LLC
N/A—5,522,892-5,522,892-100%$679.1M———
JPMorgan Chase & Co
N/A—3,058,493-3,058,493-100%$364.6M———
Quotient Wealth Partners, LLC
N/A—944,060-944,060-100%$116.1M———
LPL Financial LLC
N/A—586,451-586,451-100%$72.1M———
Raymond James Financial Inc
N/A—491,163-491,163-100%$60.4M———
Wells Fargo & Company
N/A—382,371-382,371-100%$47.0M———
WCG Wealth Advisors LLC
N/A—339,471-339,471-100%$41.7M———
Bank of America Corp
N/A—250,629-250,629-100%$30.8M———
Northwestern Mutual Wealth Management Co
N/A—226,712-226,712-100%$27.9M———
Mariner, LLC
N/A—139,898-139,898-100%$17.2M———
Partners Capital Investment Group, LLP
N/A—105,393-105,393-100%$13.0M———
Storen Legacy Partners, LLC
N/A—68,225-68,225-100%$8.4M———
Stifel Financial Corp
N/A—66,930-66,930-100%$8.2M———
TCW Group Inc
N/A—64,528-64,528-100%$7.9M———
Adapt Wealth Advisors, LLC
N/A—57,433-57,433-100%$7.1M———
Integrated Wealth Concepts LLC
N/A—56,243-56,243-100%$6.9M———
Old Mission Capital LLC
N/A—42,545-42,545-100%$5.2M———
Cassady Wealth & Retirement Planning, LLC
N/A—36,280-36,280-100%$4.5M———
Bridgewealth Advisory Group, LLC
N/A—36,039-36,039-100%$4.4M———
Morgan Stanley
N/A—32,376-32,376-100%$4.0M———
Private Advisor Group, LLC
N/A—30,490-30,490-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—27,896-27,896-100%$3.4M———
Arete Wealth Advisors, LLC
N/A—22,952-22,952-100%$2.8M———
Bellevue Asset Management, LLC
N/A—21,565-21,565-100%$2.7M———
&partners
N/A—21,043-21,043-100%$2.6M———
Focus Partners Wealth
N/A—20,906-20,906-100%$2.6M———
Dakota Wealth Management
N/A—19,415-19,415-100%$2.4M———
Osaic Holdings, Inc.
N/A—18,612-18,612-100%$2.3M———
Janney Montgomery Scott LLC
N/A—16,658-16,658-100%$2.0M———
Millstone Evans Group, LLC
N/A—14,734-14,734-100%$1.8M———
Orion Porfolio Solutions, LLC
N/A—12,814-12,814-100%$1.6M———
Jones Financial Companies Lllp
N/A—11,397-11,397-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—11,343-11,343-100%$1.4M———
Envestnet Asset Management Inc
N/A—10,784-10,784-100%$1.3M———
Keating Financial Advisory Services, Inc.
N/A—9,360-9,360-100%$1.2M———
Geneos Wealth Management Inc.
N/A—7,824-7,824-100%$962.0K———
Royal Bank of Canada
N/A—7,805-7,805-100%$960.0K———
Becker Capital Management Inc
N/A—7,400-7,400-100%$909.9K———
HRT Financial LP
N/A—6,704-6,704-100%$824.0K———
Equitable Holdings, Inc.
N/A—6,148-6,148-100%$756.0K———
Qube Research & Technologies Ltd
N/A—5,881-5,881-100%$723.1K———
Jane Street Group, LLC
N/A—5,461-5,461-100%$671.5K———
O'shaughnessy Asset Management, LLC
N/A—4,522-4,522-100%$556.0K———
HighTower Advisors, LLC
N/A—4,025-4,025-100%$495.0K———
SCS Capital Management LLC
N/A—3,161-3,161-100%$388.7K———
One Capital Management, LLC
N/A—3,134-3,134-100%$306.4K———
Atlantic Union Bankshares Corp
N/A—3,000-3,000-100%$368.9K———
Waverly Advisors, LLC
N/A—2,975-2,975-100%$365.8K———
Gateway Wealth Partners, LLC
N/A—2,926-2,926-100%$359.8K———
MAI Capital Management
N/A—2,531-2,531-100%$311.2K———
Leavell Investment Management, Inc.
N/A—2,474-2,474-100%$304.2K———
Thoroughbred Financial Services, LLC
N/A—1,983-1,983-100%$243.0K———
Cascade Financial Partners, LLC
N/A—1,794-1,794-100%$220.6K———
Keystone Financial Group
N/A—1,689-1,689-100%$207.7K———
SageGuard Financial Group, LLC
N/A—1,684-1,684-100%$207.1K———
UBS Group AG
N/A—1,330-1,330-100%$163.5K———
Regatta Research & Money Management
N/A—479-479-100%$58.9K———
IFG Advisory, LLC
N/A—390-390-100%$48.0K———
Harbour Investments, Inc.
N/A—369-369-100%$45.4K———
Tidemark, LLC
N/A—236-236-100%$29.0K———
NewEdge Advisors, LLC
N/A—96-96-100%$11.8K———
Godfrey Financial Associates, Inc.
N/A—66-66-100%$8.1K———
Quantum Portfolio Management LLC
N/A—30-30-100%$3.7K———
Vanguard Advisers Inc
N/A—15-15-100%$1.8K———
Ankerstar Wealth, LLC
N/A—2-2-100%$246———
Smartleaf Asset Management LLC
N/A—1-1-100%$119———
Showing 153 of 153 institutions