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Range Nuclear Renaissance (NUKZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Silverleafe Capital Partners, LLC
DECREASED
Shares140,928 from 143,451
Change-2,523 (-2%)
Value$8.5M (-$1.3M)
Filed 2026-10-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares136,010 from 111,897
Change+24,113 (+22%)
Value$8.2M (+$565.0K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares107,151 from 133,220
Change-26,069 (-20%)
Value$6.5M (-$2.6M)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares105,789 from 96,731
Change+9,058 (+9%)
Value$6.4M (-$221.5K)
Filed 2026-10-15
Main Street Group, LTD
INCREASED
Shares102,528 from 96,359
Change+6,169 (+6%)
Value$6.2M (-$392.6K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares60,337 from 52,911
Change+7,426 (+14%)
Value$3.6M (+$27.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares54,782 from 59,415
Change-4,633 (-8%)
Value$3.3M (-$750.2K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares51,950 from 48,811
Change+3,139 (+6%)
Value$3.1M (-$198.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares46,357 from 35,763
Change+10,594 (+30%)
Value$2.8M (+$354.5K)
Filed 2026-11-02
Herbst Group, LLC
DECREASED
Shares44,403 from 46,867
Change-2,464 (-5%)
Value$2.7M (-$520.1K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,241 from 40,108
Change+133 (+0%)
Value$2.4M (-$310.0K)
Filed 2026-11-02
Rainier Family Wealth Inc
INCREASED
Shares38,153 from 35,590
Change+2,563 (+7%)
Value$2.3M (-$127.9K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares36,071 from 32,453
Change+3,618 (+11%)
Value$2.2M (-$31.9K)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares30,379 from 30,918
Change-539 (-2%)
Value$1.8M (-$277.6K)
Filed 2026-10-22
Midwest Financial Partners Investments, Inc.
INCREASED
Shares28,254 from 27,741
Change+513 (+2%)
Value$1.7M (-$189.1K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares26,017 from 28,628
Change-2,611 (-9%)
Value$1.6M (-$384.3K)
Filed 2026-11-04
Accel Wealth Management
INCREASED
Shares22,258 from 20,258
Change+2,000 (+10%)
Value$1.3M (-$40.2K)
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares22,010 from 6,244
Change+15,766 (+253%)
Value$1.3M (+$900.1K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares21,122 from 21,196
Change-74 (0%)
Value$1.3M (-$172.5K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares20,370 from 21,696
Change-1,326 (-6%)
Value$1.2M (-$251.9K)
Filed 2026-10-28
Solutions 4 Wealth, Ltd
INCREASED
Shares19,366 from 18,710
Change+656 (+4%)
Value$1.2M (-$108.9K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares19,123 from 23,816
Change-4,693 (-20%)
Value$1.2M (-$471.0K)
Filed 2026-10-26
Belvedere Trading LLC
DECREASED
Shares17,983 from 28,569
Change-10,586 (-37%)
Value$1.1M (-$864.1K)
Filed 2026-11-05
Somerset Trust Co
INCREASED
Shares15,537 from 15,204
Change+333 (+2%)
Value$935.8K (-$100.5K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares14,908 from 14,180
Change+728 (+5%)
Value$897.9K (-$68.6K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares14,822 from 18,117
Change-3,295 (-18%)
Value$892.7K (-$342.1K)
Filed 2026-11-05
Whalen Wealth Management Inc.
NEW
Shares14,732
Change+14,732
Value$887.3K
Filed 2026-10-08
Washington Growth Strategies LLC
UNCHANGED
Shares14,526 from 14,526
Change0 (0%)
Value$874.9K (-$115.2K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares13,516 from 13,968
Change-452 (-3%)
Value$767.6K (-$184.5K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares13,130 from 5,283
Change+7,847 (+149%)
Value$792.0K (+$431.8K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares13,005 from 12,887
Change+118 (+1%)
Value$783.3K (-$95.1K)
Filed 2026-10-16
Vontobel Holding Ltd.
NEW
Shares11,901
Change+11,901
Value$716.8K
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares11,591 from 12,138
Change-547 (-5%)
Value$698.2K (-$129.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares10,739 from 10,753
Change-14 (0%)
Value$646.8K (-$86.1K)
Filed 2026-10-23
Atlas Private Wealth Advisors
NEW
Shares10,267
Change+10,267
Value$618.4K
Filed 2026-10-23
180 Wealth Advisors, LLC
INCREASED
Shares10,126 from 8,560
Change+1,566 (+18%)
Value$609.9K (+$26.4K)
Filed 2026-11-03
Sidoxia Capital Management, LLC
INCREASED
Shares10,038 from 9,884
Change+154 (+2%)
Value$604.6K (-$69.1K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,335 from 1,971
Change+7,364 (+374%)
Value$562.2K (+$427.9K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares8,602 from 8,119
Change+483 (+6%)
Value$518.1K (-$35.3K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
INCREASED
Shares8,478 from 8,187
Change+291 (+4%)
Value$510.6K (-$47.4K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
INCREASED
Shares8,370 from 7,370
Change+1,000 (+14%)
Value$504.1K (+$1.8K)
Filed 2026-10-20
Breakthru Advisory Services, LLC
DECREASED
Shares7,748 from 10,489
Change-2,741 (-26%)
Value$466.7K (-$248.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares7,440 from 7,591
Change-151 (-2%)
Value$448.1K (-$69.3K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
DECREASED
Shares7,345 from 7,985
Change-640 (-8%)
Value$442.4K (-$101.9K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares7,219 from 20,855
Change-13,636 (-65%)
Value$434.8K (-$986.7K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares7,092 from 7,352
Change-260 (-4%)
Value$427.2K (-$74.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,393 from 6,182
Change+211 (+3%)
Value$388.1K (-$18.4K)
Filed 2026-10-13
UMB Bank, n.a.
INCREASED
Shares6,335 from 4,442
Change+1,893 (+43%)
Value$381.6K (+$78.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares6,187 from 3,741
Change+2,446 (+65%)
Value$372.6K (+$117.7K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares5,966 from 7,775
Change-1,809 (-23%)
Value$359.3K (-$170.6K)
Filed 2026-11-04
Sage Capital Management, LLC
DECREASED
Shares5,963 from 6,377
Change-414 (-6%)
Value$359.2K (-$75.5K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares5,674 from 5,689
Change-15 (0%)
Value$341.7K (-$46.0K)
Filed 2026-10-15
Moors & Cabot, Inc.
DECREASED
Shares5,630 from 6,130
Change-500 (-8%)
Value$339.1K (-$78.7K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares5,228 from 63,386
Change-58,158 (-92%)
Value$314.9K (-$4.0M)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares5,175 from 5,582
Change-407 (-7%)
Value$311.7K (-$68.8K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
UNCHANGED
Shares5,172 from 5,172
Change0 (0%)
Value$311.5K (-$41.0K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
DECREASED
Shares4,748 from 6,100
Change-1,352 (-22%)
Value$286.0K (-$129.8K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares4,582 from 19,964
Change-15,382 (-77%)
Value$276.0K (-$1.1M)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4,391 from 4,391
Change0 (0%)
Value$264.0K (+$263.7K)
Filed 2026-10-27
IPG Investment Advisors LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$260.8K (-$34.3K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares4,292 from 14,521
Change-10,229 (-70%)
Value$258.5K (-$731.2K)
Filed 2026-11-04
BankChampaign, National Association
DECREASED
Shares4,041 from 4,109
Change-68 (-2%)
Value$243.4K (-$36.7K)
Filed 2026-10-19
Anson Capital, Inc.
UNCHANGED
Shares4,013 from 4,013
Change0 (0%)
Value$241.7K (-$31.8K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares3,509 from 3,632
Change-123 (-3%)
Value$211.4K (-$36.2K)
Filed 2026-11-05
Private Wealth Partners, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$210.8K (-$27.8K)
Filed 2026-10-22
PFG Advisors
NEW
Shares3,368
Change+3,368
Value$202.9K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares2,438 from 975
Change+1,463 (+150%)
Value$146.8K (+$80.4K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$114.3K (-$12.2K)
Filed 2026-10-16
POM Investment Strategies, LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$71.5K (-$9.4K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares1,093 from 1,093
Change0 (0%)
Value$65.8K (-$8.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$50.1K (-$6.6K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$46.7K (-$6.1K)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$40.4K (-$5.3K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$32.2K (-$4.2K)
Filed 2026-11-05
Biltmore Family Office, LLC
INCREASED
Shares524 from 479
Change+45 (+9%)
Value$31.6K (-$1.1K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares515
Change+515
Value$31.0K
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.3K (-$3.8K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares462
Change+462
Value$27.8K
Filed 2026-10-09
Thompson Investment Management, Inc.
NEW
Shares404
Change+404
Value$24.3K
Filed 2026-10-14
Accordant Advisory Group Inc
DECREASED
Shares375 from 431
Change-56 (-13%)
Value$22.6K (-$6.8K)
Filed 2026-10-29
Avion Wealth
NEW
Shares280
Change+280
Value$16
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$12.8K (-$1.7K)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares208
Change+208
Value$12.5K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.0K (-$1.6K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares181 from 27
Change+154 (+570%)
Value$10.9K (+$9.1K)
Filed 2026-11-05
First Command Advisory Services, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$9.6K (-$1.3K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$9.1K (-$1.2K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$9.0K (-$1.2K)
Filed 2026-10-23
PFS Partners, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$8.6K (-$1.1K)
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares111
Change+111
Value$6.7K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (-$793)
Filed 2026-10-14
Financial Management Professionals, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (-$396)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.5K ($0)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (-$183)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$851 (-$112)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares10
Change+10
Value$603
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$603 (-$79)
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$181 (-$23)
Filed 2026-10-02
Cape Investment Advisory, Inc.
NEW
Shares1
Change+1
Value$60
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 18,997
Change-18,997 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$54.5K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$47.7K)
Filed 2026-10-26
Abound Wealth Management
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-26
Reap Financial Group, LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$324)
Filed 2026-11-04
Cetera Investment Advisers
N/A
Shares— from 107,825
Change-107,825 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 86,371
Change-86,371 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 80,636
Change-80,636 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,279
Change-80,279 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 71,468
Change-71,468 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 71,374
Change-71,374 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,050
Change-65,050 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,327
Change-47,327 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 44,774
Change-44,774 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,802
Change-35,802 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 34,520
Change-34,520 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,726
Change-32,726 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 32,283
Change-32,283 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,913
Change-31,913 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,010
Change-23,010 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 22,877
Change-22,877 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,615
Change-20,615 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,509
Change-18,509 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,729
Change-14,729 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,412
Change-13,412 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,352
Change-11,352 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
&partners
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 715
Change-715 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 634
Change-634 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 600
Change-600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 540
Change-540 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 355
Change-355 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 125
Change-125 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Silverleafe Capital Partners, LLC
DECREASED140,928143,451-2,523-2%$9.8M$8.5M-$1.3M2026-10-02
Prime Capital Investment Advisors, LLC
INCREASED136,010111,897+24,113+22%$7.6M$8.2M+$565.0K2026-10-20
Independent Financial Group, LLC
DECREASED107,151133,220-26,069-20%$9.1M$6.5M-$2.6M2026-10-13
HBW Advisory Services LLC
INCREASED105,78996,731+9,058+9%$6.6M$6.4M-$221.5K2026-10-15
Main Street Group, LTD
INCREASED102,52896,359+6,169+6%$6.6M$6.2M-$392.6K2026-10-28
Simplicity Wealth,LLC
INCREASED60,33752,911+7,426+14%$3.6M$3.6M+$27.7K2026-10-23
Commonwealth Equity Services, LLC
DECREASED54,78259,415-4,633-8%$4.0M$3.3M-$750.2K2026-11-02
Brookstone Capital Management
INCREASED51,95048,811+3,139+6%$3.3M$3.1M-$198.0K2026-10-22
Kestra Advisory Services, LLC
INCREASED46,35735,763+10,594+30%$2.4M$2.8M+$354.5K2026-11-02
Herbst Group, LLC
DECREASED44,40346,867-2,464-5%$3.2M$2.7M-$520.1K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED40,24140,108+133+0%$2.7M$2.4M-$310.0K2026-11-02
Rainier Family Wealth Inc
INCREASED38,15335,590+2,563+7%$2.4M$2.3M-$127.9K2026-11-02
StoneX Group Inc.
INCREASED36,07132,453+3,618+11%$2.2M$2.2M-$31.9K2026-11-03
James Investment Research, Inc.
DECREASED30,37930,918-539-2%$2.1M$1.8M-$277.6K2026-10-22
Midwest Financial Partners Investments, Inc.
INCREASED28,25427,741+513+2%$1.9M$1.7M-$189.1K2026-10-08
Visionary Wealth Advisors
DECREASED26,01728,628-2,611-9%$2.0M$1.6M-$384.3K2026-11-04
Accel Wealth Management
INCREASED22,25820,258+2,000+10%$1.4M$1.3M-$40.2K2026-10-13
Ellis Investment Partners, LLC
INCREASED22,0106,244+15,766+253%$425.6K$1.3M+$900.1K2026-10-21
Oppenheimer & Co Inc
DECREASED21,12221,196-740%$1.4M$1.3M-$172.5K2026-10-26
MGO One Seven LLC
DECREASED20,37021,696-1,326-6%$1.5M$1.2M-$251.9K2026-10-28
Solutions 4 Wealth, Ltd
INCREASED19,36618,710+656+4%$1.3M$1.2M-$108.9K2026-11-03
Park Avenue Securities LLC
DECREASED19,12323,816-4,693-20%$1.6M$1.2M-$471.0K2026-10-26
Belvedere Trading LLC
DECREASED17,98328,569-10,586-37%$1.9M$1.1M-$864.1K2026-11-05
Somerset Trust Co
INCREASED15,53715,204+333+2%$1.0M$935.8K-$100.5K2026-10-13
LPL Financial LLC
INCREASED14,90814,180+728+5%$966.5K$897.9K-$68.6K2026-11-06
Nations Financial Group Inc,
DECREASED14,82218,117-3,295-18%$1.2M$892.7K-$342.1K2026-11-05
Whalen Wealth Management Inc.
NEW14,732—+14,732——$887.3K—2026-10-08
Washington Growth Strategies LLC
UNCHANGED14,52614,52600%$990.1K$874.9K-$115.2K2026-10-19
Prospera Financial Services Inc
DECREASED13,51613,968-452-3%$952.1K$767.6K-$184.5K2026-11-04
Sigma Planning Corp
INCREASED13,1305,283+7,847+149%$360.1K$792.0K+$431.8K2026-10-23
WealthBridge Capital Management, LLC
INCREASED13,00512,887+118+1%$878.4K$783.3K-$95.1K2026-10-16
Vontobel Holding Ltd.
NEW11,901—+11,901——$716.8K—2026-10-16
J.W. Cole Advisors, Inc.
DECREASED11,59112,138-547-5%$827.3K$698.2K-$129.1K2026-11-05
Apollon Wealth Management, LLC
DECREASED10,73910,753-140%$732.9K$646.8K-$86.1K2026-10-23
Atlas Private Wealth Advisors
NEW10,267—+10,267——$618.4K—2026-10-23
180 Wealth Advisors, LLC
INCREASED10,1268,560+1,566+18%$583.5K$609.9K+$26.4K2026-11-03
Sidoxia Capital Management, LLC
INCREASED10,0389,884+154+2%$673.7K$604.6K-$69.1K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED9,3351,971+7,364+374%$134.3K$562.2K+$427.9K2026-11-03
Victory Financial Group, LLC
INCREASED8,6028,119+483+6%$553.4K$518.1K-$35.3K2026-10-27
SeaCrest Wealth Management, LLC
INCREASED8,4788,187+291+4%$558.0K$510.6K-$47.4K2026-10-21
Tcfg Investment Advisors, LLC
INCREASED8,3707,370+1,000+14%$502.4K$504.1K+$1.8K2026-10-20
Breakthru Advisory Services, LLC
DECREASED7,74810,489-2,741-26%$714.9K$466.7K-$248.3K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED7,4407,591-151-2%$517.4K$448.1K-$69.3K2026-11-06
Almanack Investment Partners, Llc.
DECREASED7,3457,985-640-8%$544.2K$442.4K-$101.9K2026-11-03
Financial Partners Group, Inc
DECREASED7,21920,855-13,636-65%$1.4M$434.8K-$986.7K2026-10-19
Creative Planning
DECREASED7,0927,352-260-4%$501.1K$427.2K-$74.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED6,3936,182+211+3%$406.5K$388.1K-$18.4K2026-10-13
UMB Bank, n.a.
INCREASED6,3354,442+1,893+43%$302.8K$381.6K+$78.8K2026-11-06
Farther Finance Advisors, LLC
INCREASED6,1873,741+2,446+65%$255.0K$372.6K+$117.7K2026-10-08
Csenge Advisory Group
DECREASED5,9667,775-1,809-23%$529.9K$359.3K-$170.6K2026-11-04
Sage Capital Management, LLC
DECREASED5,9636,377-414-6%$434.7K$359.2K-$75.5K2026-10-20
Mission Wealth Management, LP
DECREASED5,6745,689-150%$387.8K$341.7K-$46.0K2026-10-15
Moors & Cabot, Inc.
DECREASED5,6306,130-500-8%$417.8K$339.1K-$78.7K2026-11-06
Fiduciary Alliance LLC
DECREASED5,22863,386-58,158-92%$4.3M$314.9K-$4.0M2026-10-13
Axxcess Wealth Management, LLC
DECREASED5,1755,582-407-7%$380.5K$311.7K-$68.8K2026-10-21
Client 1ST Advisory Group, LLC
UNCHANGED5,1725,17200%$352.5K$311.5K-$41.0K2026-10-19
PNC Financial Services Group, Inc.
DECREASED4,7486,100-1,352-22%$415.8K$286.0K-$129.8K2026-11-06
Truist Financial Corp
DECREASED4,58219,964-15,382-77%$1.4M$276.0K-$1.1M2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED4,3914,39100%$299$264.0K+$263.7K2026-10-27
IPG Investment Advisors LLC
UNCHANGED4,3304,33000%$295.1K$260.8K-$34.3K2026-10-30
Simplex Trading, LLC
DECREASED4,29214,521-10,229-70%$989.8K$258.5K-$731.2K2026-11-04
BankChampaign, National Association
DECREASED4,0414,109-68-2%$280.1K$243.4K-$36.7K2026-10-19
Anson Capital, Inc.
UNCHANGED4,0134,01300%$273.5K$241.7K-$31.8K2026-10-23
WBI Investments, LLC
DECREASED3,5093,632-123-3%$247.6K$211.4K-$36.2K2026-11-05
Private Wealth Partners, LLC
UNCHANGED3,5003,50000%$238.6K$210.8K-$27.8K2026-10-22
PFG Advisors
NEW3,368—+3,368——$202.9K—2026-10-16
EverSource Wealth Advisors, LLC
INCREASED2,438975+1,463+150%$66.5K$146.8K+$80.4K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED1,8941,89400%$126.4K$114.3K-$12.2K2026-10-16
POM Investment Strategies, LLC
UNCHANGED1,1871,18700%$80.9K$71.5K-$9.4K2026-10-20
IFP Advisors, Inc
UNCHANGED1,0931,09300%$74.5K$65.8K-$8.7K2026-10-16
CoreCap Advisors, LLC
UNCHANGED83283200%$56.7K$50.1K-$6.6K2026-10-08
Lanark Financial, Inc.
UNCHANGED77577500%$52.8K$46.7K-$6.1K2026-10-26
Parallel Advisors, LLC
UNCHANGED67167100%$45.7K$40.4K-$5.3K2026-11-03
US Bancorp \de\
UNCHANGED53553500%$36.5K$32.2K-$4.2K2026-11-05
Biltmore Family Office, LLC
INCREASED524479+45+9%$32.6K$31.6K-$1.1K2026-11-03
Nova Financial LLC
NEW515—+515——$31.0K—2026-11-04
Manchester Capital Management LLC
UNCHANGED50050000%$34.1K$30.3K-$3.8K2026-10-22
GK Wealth Management LLC
NEW462—+462——$27.8K—2026-10-09
Thompson Investment Management, Inc.
NEW404—+404——$24.3K—2026-10-14
Accordant Advisory Group Inc
DECREASED375431-56-13%$29.4K$22.6K-$6.8K2026-10-29
Avion Wealth
NEW280—+280——$16—2026-11-04
Adirondack Trust Co
UNCHANGED21221200%$14.4K$12.8K-$1.7K2026-10-14
Birch Financial Group, LLC
NEW208—+208——$12.5K—2026-10-27
Financial Consulate, Inc
UNCHANGED20020000%$13.6K$12.0K-$1.6K2026-10-23
Larson Financial Group LLC
INCREASED18127+154+570%$1.8K$10.9K+$9.1K2026-11-05
First Command Advisory Services, Inc.
UNCHANGED16016000%$10.9K$9.6K-$1.3K2026-11-05
Activest Wealth Management
UNCHANGED15115100%$10.3K$9.1K-$1.2K2026-10-15
Valley National Advisers Inc
UNCHANGED14914900%$10.2K$9.0K-$1.2K2026-10-23
PFS Partners, LLC
UNCHANGED14314300%$9.7K$8.6K-$1.1K2026-10-21
Rossby Financial, LCC
NEW111—+111——$6.7K—2026-11-05
Triumph Capital Management
UNCHANGED10010000%$6.8K$6.0K-$7932026-10-14
Financial Management Professionals, Inc.
UNCHANGED505000%$3.4K$3.0K-$3962026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED454500%$3$3$02026-11-04
Allworth Financial LP
UNCHANGED363600%$2.5K$2.5K$02026-11-06
Signaturefd, LLC
UNCHANGED232300%$1.6K$1.4K-$1832026-10-23
Clearstead Advisors, LLC
UNCHANGED141400%$963$851-$1122026-11-06
Mowery & Schoenfeld Wealth Management, LLC
NEW10—+10——$603—2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED101000%$682$603-$792026-10-23
Miller Global Investments, LLC
UNCHANGED3300%$204$181-$232026-10-02
Cape Investment Advisory, Inc.
NEW1—+1——$60—2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED018,997-18,997-100%$1.3M$0-$1.3M2026-10-14
AdvisorNet Financial, Inc
CLOSED0800-800-100%$54.5K$0-$54.5K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0700-700-100%$47.7K$0-$47.7K2026-10-26
Abound Wealth Management
CLOSED0258-258-100%$17.6K$0-$17.6K2026-10-26
Reap Financial Group, LLC
CLOSED0106-106-100%$7.2K$0-$7.2K2026-11-02
Hilton Head Capital Partners, LLC
CLOSED020-20-100%$1.4K$0-$1.4K2026-10-23
Bear Mountain Capital, Inc.
CLOSED05-5-100%$324$0-$3242026-11-04
Cetera Investment Advisers
N/A—107,825-107,825-100%$7.3M———
Fischer Investment Strategies, LLC
N/A—86,371-86,371-100%$5.9M———
HighTower Advisors, LLC
N/A—80,636-80,636-100%$5.5M———
Waverly Advisors, LLC
N/A—80,279-80,279-100%$5.5M———
Mutual Advisors, LLC
N/A—71,468-71,468-100%$4.9M———
Osaic Holdings, Inc.
N/A—71,374-71,374-100%$4.9M———
Jane Street Group, LLC
N/A—65,050-65,050-100%$4.4M———
Arkadios Wealth Advisors
N/A—47,327-47,327-100%$3.2M———
Envestnet Asset Management Inc
N/A—44,774-44,774-100%$3.1M———
MML Investors Services, LLC
N/A—35,802-35,802-100%$2.4M———
Raymond James Financial Inc
N/A—34,520-34,520-100%$2.4M———
Susquehanna International Group, LLP
N/A—32,726-32,726-100%$2.2M———
GTS Securities LLC
N/A—32,283-32,283-100%$2.2M———
Stifel Financial Corp
N/A—31,913-31,913-100%$2.2M———
Citadel Advisors LLC
N/A—23,010-23,010-100%$1.6M———
Dakota Wealth Management
N/A—22,877-22,877-100%$1.6M———
Royal Bank of Canada
N/A—20,615-20,615-100%$1.4M———
OneAscent Financial Services LLC
N/A—18,509-18,509-100%$1.3M———
Calton & Associates, Inc.
N/A—14,729-14,729-100%$1.0M———
Summit Financial, LLC
N/A—14,150-14,150-100%$964.5K———
HRT Financial LP
N/A—13,412-13,412-100%$914.0K———
Compass Capital Corp
N/A—12,620-12,620-100%$857.9K———
Steward Partners Investment Advisory, LLC
N/A—12,059-12,059-100%$821.9K———
NewEdge Advisors, LLC
N/A—11,352-11,352-100%$773.8K———
Fort Point Capital Partners LLC
N/A—10,275-10,275-100%$700.3K———
Pathstone Holdings, LLC
N/A—10,067-10,067-100%$686.2K———
Resurgent Financial Advisors LLC
N/A—9,943-9,943-100%$677.7K———
CMC Financial Group
N/A—9,371-9,371-100%$638.7K———
Snowden Capital Advisors LLC
N/A—9,370-9,370-100%$638.7K———
Essex Financial Services, Inc.
N/A—8,760-8,760-100%$597.0K———
Janney Montgomery Scott LLC
N/A—7,976-7,976-100%$544.0K———
Kingsview Wealth Management, LLC
N/A—7,955-7,955-100%$542.2K———
Retirement Planning Group, LLC / NY
N/A—7,743-7,743-100%$527.8K———
Silver OAK Securities, Incorporated
N/A—7,666-7,666-100%$522.5K———
Centaurus Financial, Inc.
N/A—7,595-7,595-100%$518.0K———
HHM Wealth Advisors, LLC
N/A—7,071-7,071-100%$482.0K———
Benjamin Edwards Inc
N/A—6,296-6,296-100%$429.2K———
Advyzon Investment Management, LLC
N/A—5,507-5,507-100%$375.4K———
CreativeOne Wealth, LLC
N/A—5,334-5,334-100%$363.6K———
Johnson Investment Counsel Inc
N/A—4,683-4,683-100%$319.2K———
Captrust Financial Advisors
N/A—4,560-4,560-100%$310.8K———
Focus Partners Wealth
N/A—4,555-4,555-100%$310.5K———
Fortis Capital Advisors, LLC
N/A—4,300-4,300-100%$293.1K———
Belpointe Asset Management LLC
N/A—4,300-4,300-100%$293.1K———
D. E. Shaw & Co., Inc.
N/A—4,277-4,277-100%$291.5K———
Morgan Stanley
N/A—4,093-4,093-100%$279.0K———
Fortress Private Ledger, LLC
N/A—4,069-4,069-100%$277.4K———
Qube Research & Technologies Ltd
N/A—3,922-3,922-100%$267.3K———
&partners
N/A—3,775-3,775-100%$257.3K———
Principal Securities, Inc.
N/A—3,616-3,616-100%$246.4K———
Smith, Moore & Co.
N/A—3,538-3,538-100%$241.1K———
Northwestern Mutual Wealth Management Co
N/A—3,312-3,312-100%$225.7K———
Rockefeller Capital Management L.P.
N/A—3,286-3,286-100%$224.0K———
Federation des caisses Desjardins du Quebec
N/A—3,250-3,250-100%$221.5K———
Beacon Pointe Advisors, LLC
N/A—3,030-3,030-100%$206.5K———
EWA, LLC
N/A—2,967-2,967-100%$202.2K———
UBS Group AG
N/A—2,065-2,065-100%$140.8K———
FMR LLC
N/A—1,663-1,663-100%$113.3K———
National Bank of Canada
N/A—1,631-1,631-100%$111.1K———
Harbour Investments, Inc.
N/A—1,559-1,559-100%$106.2K———
Global Retirement Partners, LLC
N/A—1,174-1,174-100%$80.0K———
Arax Advisory Partners
N/A—1,125-1,125-100%$76.7K———
BlackRock, Inc.
N/A—1,119-1,119-100%$76.3K———
N.E.W. Advisory Services LLC
N/A—1,002-1,002-100%$68.3K———
WealthCollab, LLC
N/A—824-824-100%$56.2K———
Geneos Wealth Management Inc.
N/A—805-805-100%$54.9K———
Ameritas Investment Partners, Inc.
N/A—801-801-100%$54.6K———
Smartleaf Asset Management LLC
N/A—800-800-100%$54.6K———
Fiduciary Financial Advisors
N/A—715-715-100%$48.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—634-634-100%$43.2K———
Capital Analysts, LLC
N/A—601-601-100%$41.0K———
Ancora Advisors LLCA
N/A—600-600-100%$40.9K———
BFC Planning, Inc.
N/A—563-563-100%$38.4K———
Bank of Montreal
N/A—540-540-100%$36.8K———
Game Plan Financial Advisors, LLC
N/A—500-500-100%$34.1K———
IFG Advisory, LLC
N/A—450-450-100%$30.7K———
Operose Advisors LLC
N/A—384-384-100%$26.2K———
Cheviot Value Management, LLC
N/A—360-360-100%$24.5K———
Wells Fargo & Company
N/A—355-355-100%$24.2K———
Huntington National Bank
N/A—300-300-100%$20.4K———
IMA Advisory Services, Inc.
N/A—300-300-100%$20.4K———
Anchor Investment Management, LLC
N/A—250-250-100%$17.0K———
Rialto Wealth Management, LLC
N/A—145-145-100%$9.9K———
Continuum Advisory, LLC
N/A—144-144-100%$9.8K———
Strategic Investment Solutions, Inc.
N/A—133-133-100%$9.1K———
Luminist Capital LLC
N/A—132-132-100%$9.0K———
Jones Financial Companies Lllp
N/A—125-125-100%$8.5K———
SOA Wealth Advisors, Llc.
N/A—100-100-100%$6.8K———
Mpwm Advisory Solutions, LLC
N/A—90-90-100%$6.1K———
Copia Wealth Management
N/A—40-40-100%$2.7K———
JPMorgan Chase & Co
N/A—00—$55———
Showing 198 of 198 institutions