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Fidelity ENH LRG Cap COR ETF (FELC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares4,565,744 from 3,733,082
Change+832,662 (+22%)
Value$197.8M (+$41.3M)
Filed 2026-11-02
Fragasso Financial Advisors Inc
INCREASED
Shares3,856,144 from 3,815,632
Change+40,512 (+1%)
Value$170.3M (+$10.4M)
Filed 2026-10-13
KFG Wealth Management, LLC
INCREASED
Shares3,642,184 from 3,484,948
Change+157,236 (+5%)
Value$157.8M (+$11.7M)
Filed 2026-10-16
EdgeRock Capital LLC
INCREASED
Shares2,077,890 from 1,980,837
Change+97,053 (+5%)
Value$90.0M (+$7.0M)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares819,384 from 861,944
Change-42,560 (-5%)
Value$35.5M (-$628.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares802,177 from 725,406
Change+76,771 (+11%)
Value$35.2M (+$4.3M)
Filed 2026-10-13
Valley National Advisers Inc
DECREASED
Shares739,584 from 769,975
Change-30,391 (-4%)
Value$32.0M (-$230.9K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares693,590 from 504,262
Change+189,328 (+38%)
Value$30.0M (+$8.9M)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
NEW
Shares453,294
Change+453,294
Value$19.6M
Filed 2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares452,065 from 453,709
Change-1,644 (0%)
Value$19.6M (+$568.5K)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares430,474 from 433,747
Change-3,273 (-1%)
Value$18.6M (+$469.8K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
INCREASED
Shares321,624 from 305,681
Change+15,943 (+5%)
Value$13.9M (+$1.1M)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares257,175 from 29,074
Change+228,101 (+785%)
Value$11.1M (+$9.9M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares248,329 from 182,172
Change+66,157 (+36%)
Value$10.8M (+$3.1M)
Filed 2026-11-02
Gilbert Capital Group, Inc.
INCREASED
Shares213,571 from 140,740
Change+72,831 (+52%)
Value$9.3M (+$3.4M)
Filed 2026-10-28
Clearwave Capital, LLC
INCREASED
Shares200,663 from 183,123
Change+17,540 (+10%)
Value$8.7M (+$1.0M)
Filed 2026-10-27
Lincoln Capital Corp
INCREASED
Shares162,485 from 154,046
Change+8,439 (+5%)
Value$7.0M (+$582.8K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
DECREASED
Shares156,882 from 176,307
Change-19,425 (-11%)
Value$6.8M (-$592.9K)
Filed 2026-10-09
Able Wealth Management LLC
INCREASED
Shares151,627 from 150,357
Change+1,270 (+1%)
Value$6.7M (+$370.1K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares127,088
Change+127,088
Value$5.4K
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares112,714 from 112,714
Change0 (0%)
Value$4.7M ($0)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares111,326 from 108,718
Change+2,608 (+2%)
Value$4.8M (+$879.5K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares110,417 from 105,438
Change+4,979 (+5%)
Value$4.8M (+$364.4K)
Filed 2026-10-19
Investmark Advisory Group LLC
INCREASED
Shares102,990 from 90,965
Change+12,025 (+13%)
Value$4.5M (+$649.2K)
Filed 2026-10-27
Silverlake Wealth Management LLC
DECREASED
Shares80,868 from 84,060
Change-3,192 (-4%)
Value$3.5M (-$19.7K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED
Shares78,585 from 83,022
Change-4,437 (-5%)
Value$3.4M (-$48.6K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares74,057 from 64,229
Change+9,828 (+15%)
Value$3.2M (+$516.3K)
Filed 2026-11-02
Midwest Financial Network, LLC
NEW
Shares68,108
Change+68,108
Value$3.0M
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares66,381 from 69,108
Change-2,727 (-4%)
Value$2.9M (-$20.7K)
Filed 2026-10-30
Financial Partners Group, Inc
INCREASED
Shares65,951 from 55,144
Change+10,807 (+20%)
Value$2.9M (+$545.9K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares64,781 from 67,490
Change-2,709 (-4%)
Value$2.8M (-$22.2K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares64,180
Change+64,180
Value$2.8M
Filed 2026-10-30
AAF Wealth Management, LLC
DECREASED
Shares52,415 from 53,242
Change-827 (-2%)
Value$2.3M (+$39.2K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares49,374 from 49,853
Change-479 (-1%)
Value$2.1M (+$49.6K)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares48,854 from 49,543
Change-689 (-1%)
Value$2.1M (+$45.0K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares47,682 from 47,782
Change-100 (0%)
Value$2.1M (+$63.0K)
Filed 2026-10-28
Fortress Financial Group, LLC
DECREASED
Shares47,629 from 58,975
Change-11,346 (-19%)
Value$2.1M (-$408.3K)
Filed 2026-10-21
LongView Wealth Management
INCREASED
Shares45,271 from 35,252
Change+10,019 (+28%)
Value$2.0M (+$483.7K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares44,373 from 42,511
Change+1,862 (+4%)
Value$1.9M (+$140.6K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares44,116 from 40,135
Change+3,981 (+10%)
Value$1.9M (+$229.0K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares43,738 from 35,399
Change+8,339 (+24%)
Value$1.9M (+$411.2K)
Filed 2026-11-05
InTrack Investment Management Inc
INCREASED
Shares40,390 from 40,010
Change+380 (+1%)
Value$1.7M (+$72.9K)
Filed 2026-10-15
Succession Financial, Inc.
NEW
Shares37,358
Change+37,358
Value$1.6M
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares36,881 from 35,242
Change+1,639 (+5%)
Value$1.6M (+$120.7K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares36,763 from 35,750
Change+1,013 (+3%)
Value$1.6M (+$94.3K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares35,342 from 33,566
Change+1,776 (+5%)
Value$1.5M (+$124.3K)
Filed 2026-11-04
Elevation Wealth Management LLC
INCREASED
Shares34,693 from 18,792
Change+15,901 (+85%)
Value$1.5M (+$715.3K)
Filed 2026-11-02
Mission Financial Group, LLC
INCREASED
Shares34,249 from 26,699
Change+7,550 (+28%)
Value$1.5M (+$364.7K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares34,051 from 34,001
Change+50 (+0%)
Value$1.5M (+$49.1K)
Filed 2026-10-19
Certified Advisory Corp
INCREASED
Shares30,001 from 29,228
Change+773 (+3%)
Value$1.3M (+$74.7K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares28,262 from 20,934
Change+7,328 (+35%)
Value$1.2M (+$347.0K)
Filed 2026-10-16
Sovran Advisors, LLC
NEW
Shares26,624
Change+26,624
Value$1.2M
Filed 2026-11-02
PCA Investment Advisory Services Inc.
DECREASED
Shares25,859 from 26,002
Change-143 (-1%)
Value$1.1M (+$30.5K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares24,696 from 24,081
Change+615 (+3%)
Value$1.1M (+$59.9K)
Filed 2026-10-20
Salus Financial Advisors, LLC
DECREASED
Shares23,394 from 23,443
Change-49 (0%)
Value$1.0M (+$30.9K)
Filed 2026-10-20
PFG Advisors
UNCHANGED
Shares21,821 from 21,821
Change0 (0%)
Value$945.3K (+$30.8K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
UNCHANGED
Shares20,003 from 20,003
Change0 (0%)
Value$866.5K (+$28.2K)
Filed 2026-11-02
RFG Advisory, LLC
NEW
Shares19,866
Change+19,866
Value$860.6K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares19,679 from 17,661
Change+2,018 (+11%)
Value$852.5K (+$112.3K)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
UNCHANGED
Shares18,562 from 18,562
Change0 (0%)
Value$804.1K (+$26.2K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares18,318 from 17,226
Change+1,092 (+6%)
Value$793.5K (+$71.6K)
Filed 2026-11-05
Alchemi Wealth, LLC
UNCHANGED
Shares17,435 from 17,435
Change0 (0%)
Value$755.3K (+$24.6K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares17,024 from 18,283
Change-1,259 (-7%)
Value$737.5K (-$28.8K)
Filed 2026-10-15
Calamos Wealth Management LLC
INCREASED
Shares16,707 from 5,634
Change+11,073 (+197%)
Value$723.7K (+$487.6K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares16,644 from 16,614
Change+30 (+0%)
Value$721.0K (+$24.7K)
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares16,224 from 24,474
Change-8,250 (-34%)
Value$702.8K (-$322.9K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares16,015 from 15,600
Change+415 (+3%)
Value$693.8K (+$40.0K)
Filed 2026-10-23
Financial Perspectives, Inc
INCREASED
Shares15,760 from 15,227
Change+533 (+4%)
Value$682.7K (+$44.6K)
Filed 2026-11-03
Geneva Partners, LLC
INCREASED
Shares14,426 from 13,642
Change+784 (+6%)
Value$624.9K (+$53.2K)
Filed 2026-10-26
Clarity Asset Management, Inc.
DECREASED
Shares13,452 from 14,388
Change-936 (-7%)
Value$582.7K (-$20.3K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
INCREASED
Shares13,007 from 12,981
Change+26 (+0%)
Value$563.5K (+$19.4K)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares12,293 from 12,668
Change-375 (-3%)
Value$532.5K (+$1.6K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares12,136 from 12,136
Change0 (0%)
Value$525.7K (+$17.1K)
Filed 2026-10-27
Hudock, Inc.
UNCHANGED
Shares11,860 from 11,860
Change0 (0%)
Value$513.8K (+$16.7K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
INCREASED
Shares11,515 from 9,820
Change+1,695 (+17%)
Value$498.8K (+$87.2K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares11,345 from 10,904
Change+441 (+4%)
Value$500.4K (+$41.5K)
Filed 2026-10-08
Allegheny Financial Group
NEW
Shares10,279
Change+10,279
Value$445.3K
Filed 2026-11-05
WealthCare Investment Partners, LLC
INCREASED
Shares10,131 from 10,111
Change+20 (+0%)
Value$438.9K (+$15.1K)
Filed 2026-11-05
Lighthouse Financial LLC
DECREASED
Shares9,950 from 14,750
Change-4,800 (-33%)
Value$431.0K (-$187.1K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares9,661 from 9,111
Change+550 (+6%)
Value$418.5K (+$36.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares9,586 from 99,342
Change-89,756 (-90%)
Value$415.3K (-$3.7M)
Filed 2026-10-08
BIP Wealth, LLC
DECREASED
Shares9,271 from 10,006
Change-735 (-7%)
Value$401.6K (-$17.7K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares8,846 from 8,169
Change+677 (+8%)
Value$383.2K (+$40.8K)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares8,713 from 5,284
Change+3,429 (+65%)
Value$377.4K (+$156.0K)
Filed 2026-10-23
Bank of New York Mellon Corp
NEW
Shares8,648
Change+8,648
Value$374.6K
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares8,433 from 8,416
Change+17 (+0%)
Value$365.3K (+$12.6K)
Filed 2026-10-28
Madrid Financial Services
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$346.6K (+$11.3K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
INCREASED
Shares7,809 from 7,736
Change+73 (+1%)
Value$338.3K (+$14.1K)
Filed 2026-11-02
Aprio Wealth Management, LLC
NEW
Shares7,727
Change+7,727
Value$334.7K
Filed 2026-10-28
Wealthstar Advisors, LLC
INCREASED
Shares7,549 from 7,497
Change+52 (+1%)
Value$327.0K (+$12.8K)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
UNCHANGED
Shares6,929 from 6,929
Change0 (0%)
Value$300.9K (+$10.5K)
Filed 2026-11-02
Soltis Investment Advisors LLC
UNCHANGED
Shares6,909 from 6,909
Change0 (0%)
Value$299.3K (+$9.7K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares6,872 from 9,367
Change-2,495 (-27%)
Value$297.7K (-$94.9K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares6,597 from 6,350
Change+247 (+4%)
Value$285.8K (+$19.7K)
Filed 2026-10-23
Strategic Wealth Investment Group, LLC
INCREASED
Shares6,540 from 6,527
Change+13 (+0%)
Value$283.3K (+$9.8K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares6,433 from 4,665
Change+1,768 (+38%)
Value$278.7K (+$83.2K)
Filed 2026-10-21
Foundry Financial LLC
UNCHANGED
Shares6,356 from 6,356
Change0 (0%)
Value$275.3K (+$9.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares6,198 from 1,445
Change+4,753 (+329%)
Value$270.5K (+$210.0K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$255.6K (+$8.3K)
Filed 2026-11-03
NWF Advisory Services Inc.
UNCHANGED
Shares5,872 from 5,872
Change0 (0%)
Value$254.4K (+$8.3K)
Filed 2026-10-19
Powerhouse Assets LLC
UNCHANGED
Shares5,849 from 5,849
Change0 (0%)
Value$253.4K (+$8.2K)
Filed 2026-10-19
Rolek Wealth Management LLC
DECREASED
Shares5,834 from 6,067
Change-233 (-4%)
Value$252.7K (-$1.6K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares5,799 from 7,092
Change-1,293 (-18%)
Value$251.2K (-$46.0K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares5,753 from 5,741
Change+12 (+0%)
Value$249.2K (+$8.6K)
Filed 2026-10-13
Stone Wealth Partners
NEW
Shares5,568
Change+5,568
Value$241.4K
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares5,525 from 7,448
Change-1,923 (-26%)
Value$239.4K (-$72.8K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares5,503 from 5,209
Change+294 (+6%)
Value$238.4K (+$20.1K)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares5,473 from 5,516
Change-43 (-1%)
Value$237.1K (+$5.9K)
Filed 2026-11-04
Capital Investment Advisors, LLC
NEW
Shares5,389
Change+5,389
Value$233.4K
Filed 2026-10-22
Savant Capital, LLC
NEW
Shares5,368
Change+5,368
Value$232.5K
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares5,363 from 5,360
Change+3 (+0%)
Value$232.3K (+$7.7K)
Filed 2026-10-01
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares5,356 from 5,356
Change0 (0%)
Value$232.0K (+$8.0K)
Filed 2026-10-19
Trust Point Inc.
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$230.5K (+$7.5K)
Filed 2026-10-27
Financial Management Network Inc
INCREASED
Shares5,296 from 5,285
Change+11 (+0%)
Value$231.4K (+$9.0K)
Filed 2026-10-09
Baker Avenue Asset Management, LP
UNCHANGED
Shares5,272 from 5,272
Change0 (0%)
Value$228.4K (+$7.4K)
Filed 2026-11-06
Golden Reserve Retirement LLC
NEW
Shares5,152
Change+5,152
Value$223.2K
Filed 2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED
Shares4,884 from 4,884
Change0 (0%)
Value$209.9K (+$5.5K)
Filed 2026-10-27
ShoreHaven Wealth Partners, LLC
NEW
Shares4,771
Change+4,771
Value$206.7K
Filed 2026-10-16
Next Level Private LLC
NEW
Shares4,641
Change+4,641
Value$201.0K
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares4,628 from 4,628
Change0 (0%)
Value$200.5K (+$6.5K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares4,474 from 4,931
Change-457 (-9%)
Value$193.8K (-$12.8K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares3,902 from 3,902
Change0 (0%)
Value$169.0K (+$5.5K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,358 from 3,352
Change+6 (+0%)
Value$145.5K (+$5.0K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares3,258
Change+3,258
Value$141.1K
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$130.0K (+$4.2K)
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares2,473
Change+2,473
Value$107.1K
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares2,017
Change+2,017
Value$87.4K
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares1,871 from 52
Change+1,819 (+3498%)
Value$81.1K (+$78.9K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$73.3K (+$2.4K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares1,618 from 1,137
Change+481 (+42%)
Value$70.1K (+$22.4K)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$63.7K (+$2.1K)
Filed 2026-10-30
EPG Wealth Management LLC
DECREASED
Shares1,118 from 1,237
Change-119 (-10%)
Value$48.4K (-$3.4K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$39.2K (+$1.3K)
Filed 2026-11-04
Monetary Solutions, Ltd
NEW
Shares900
Change+900
Value$39.0K
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$38.9K (+$1.3K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$37.2K (+$1.2K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$30.8K (+$1.0K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$30.5K (+$992)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
NEW
Shares603
Change+603
Value$26.3K
Filed 2026-11-04
Bayban
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$23.3K ($0)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$16.2K (+$561)
Filed 2026-10-06
Abound Wealth Management
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$14.9K (+$489)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$13.3K (+$431)
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$13.1K (+$541)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
NEW
Shares263
Change+263
Value$11.4K
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$11.1K (+$382)
Filed 2026-11-02
Key Capital Management, Inc
NEW
Shares252
Change+252
Value$10.9K
Filed 2026-11-03
Buck Wealth Strategies, LLC
NEW
Shares208
Change+208
Value$9.0K
Filed 2026-10-28
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$8.3K (+$270)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$7.8K (+$253)
Filed 2026-11-02
Centerpoint Advisors, LLC
NEW
Shares169
Change+169
Value$7
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.1K (+$233)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$6.6K (+$226)
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$5.8K (+$188)
Filed 2026-10-13
High Point Wealth Management, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$5.3K (+$171)
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares112
Change+112
Value$4.9K
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.8K (+$123)
Filed 2026-11-02
TD Waterhouse Canada Inc.
NEW
Shares73
Change+73
Value$3.2K
Filed 2026-10-16
First Command Advisory Services, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.9K (+$94)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares36
Change+36
Value$1.6K
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.0K (+$36)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$910 (+$29)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$867 (+$28)
Filed 2026-10-15
Kings Path Partners LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 (+$1)
Filed 2026-10-21
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
TBH Global Asset Management, LLC
CLOSED
Shares0 from 85,609
Change-85,609 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 65,121
Change-65,121 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-26
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 23,075
Change-23,075 (-100%)
Value$0 (-$967.1K)
Filed 2026-10-21
Pinnacle Associates LTD
CLOSED
Shares0 from 11,803
Change-11,803 (-100%)
Value$0 (-$494.7K)
Filed 2026-10-20
Fifth Third Securities, Inc.
CLOSED
Shares0 from 11,135
Change-11,135 (-100%)
Value$0 (-$466.7K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,482
Change-1,482 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
FMR LLC
N/A
Shares— from 51,712,717
Change-51,712,717 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,712,785
Change-3,712,785 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,143,965
Change-3,143,965 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,093,813
Change-3,093,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,145,974
Change-2,145,974 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,121,806
Change-2,121,806 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,708,384
Change-1,708,384 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,704,460
Change-1,704,460 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,575,565
Change-1,575,565 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,179,784
Change-1,179,784 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,151,711
Change-1,151,711 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,045,600
Change-1,045,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 882,500
Change-882,500 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 824,315
Change-824,315 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 663,593
Change-663,593 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 529,210
Change-529,210 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 472,739
Change-472,739 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 416,408
Change-416,408 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 359,359
Change-359,359 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 343,980
Change-343,980 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 221,851
Change-221,851 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 191,204
Change-191,204 (-100%)
Value—
&partners
N/A
Shares— from 180,540
Change-180,540 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 161,706
Change-161,706 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 158,051
Change-158,051 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 136,019
Change-136,019 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 113,513
Change-113,513 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 92,364
Change-92,364 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 77,944
Change-77,944 (-100%)
Value—
Betterment LLC
N/A
Shares— from 76,643
Change-76,643 (-100%)
Value—
UBS Group AG
N/A
Shares— from 69,175
Change-69,175 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 66,659
Change-66,659 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 59,962
Change-59,962 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59,654
Change-59,654 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 57,575
Change-57,575 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 54,645
Change-54,645 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 54,228
Change-54,228 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 48,264
Change-48,264 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 43,690
Change-43,690 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 41,461
Change-41,461 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,901
Change-36,901 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,895
Change-35,895 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 34,816
Change-34,816 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 32,254
Change-32,254 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 31,368
Change-31,368 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,032
Change-30,032 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,548
Change-29,548 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 26,155
Change-26,155 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 25,882
Change-25,882 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,829
Change-25,829 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,208
Change-23,208 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,581
Change-20,581 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,695
Change-13,695 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,004
Change-13,004 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 10,124
Change-10,124 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,718
Change-8,718 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,134
Change-8,134 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,783
Change-7,783 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 390
Change-390 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 312
Change-312 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 228
Change-228 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 148
Change-148 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 108
Change-108 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED4,565,7443,733,082+832,662+22%$156.5M$197.8M+$41.3M2026-11-02
Fragasso Financial Advisors Inc
INCREASED3,856,1443,815,632+40,512+1%$159.9M$170.3M+$10.4M2026-10-13
KFG Wealth Management, LLC
INCREASED3,642,1843,484,948+157,236+5%$146.1M$157.8M+$11.7M2026-10-16
EdgeRock Capital LLC
INCREASED2,077,8901,980,837+97,053+5%$83.0M$90.0M+$7.0M2026-11-03
Kestra Advisory Services, LLC
DECREASED819,384861,944-42,560-5%$36.1M$35.5M-$628.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED802,177725,406+76,771+11%$30.9M$35.2M+$4.3M2026-10-13
Valley National Advisers Inc
DECREASED739,584769,975-30,391-4%$32.3M$32.0M-$230.9K2026-10-23
Vise Technologies, Inc.
INCREASED693,590504,262+189,328+38%$21.1M$30.0M+$8.9M2026-10-29
Beaumont Financial Advisors, LLC
NEW453,294—+453,294——$19.6M—2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
DECREASED452,065453,709-1,6440%$19.0M$19.6M+$568.5K2026-11-02
Mascoma Wealth Management LLC
DECREASED430,474433,747-3,273-1%$18.2M$18.6M+$469.8K2026-10-23
Flagship Wealth Advisors, LLC
INCREASED321,624305,681+15,943+5%$12.8M$13.9M+$1.1M2026-11-03
Summit Wealth Group LLC / Co
INCREASED257,17529,074+228,101+785%$1.2M$11.1M+$9.9M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED248,329182,172+66,157+36%$7.6M$10.8M+$3.1M2026-11-02
Gilbert Capital Group, Inc.
INCREASED213,571140,740+72,831+52%$5.9M$9.3M+$3.4M2026-10-28
Clearwave Capital, LLC
INCREASED200,663183,123+17,540+10%$7.7M$8.7M+$1.0M2026-10-27
Lincoln Capital Corp
INCREASED162,485154,046+8,439+5%$6.5M$7.0M+$582.8K2026-10-13
Williams & Novak Wealth Management, LLC
DECREASED156,882176,307-19,425-11%$7.4M$6.8M-$592.9K2026-10-09
Able Wealth Management LLC
INCREASED151,627150,357+1,270+1%$6.3M$6.7M+$370.1K2026-10-13
M Holdings Securities, Inc.
NEW127,088—+127,088——$5.4K—2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED112,714112,71400%$4.7M$4.7M$02026-11-03
SAX Wealth Advisors, LLC
INCREASED111,326108,718+2,608+2%$3.9M$4.8M+$879.5K2026-10-13
Retirement Planning Group, LLC
INCREASED110,417105,438+4,979+5%$4.4M$4.8M+$364.4K2026-10-19
Investmark Advisory Group LLC
INCREASED102,99090,965+12,025+13%$3.8M$4.5M+$649.2K2026-10-27
Silverlake Wealth Management LLC
DECREASED80,86884,060-3,192-4%$3.5M$3.5M-$19.7K2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED78,58583,022-4,437-5%$3.5M$3.4M-$48.6K2026-10-13
Creative Planning
INCREASED74,05764,229+9,828+15%$2.7M$3.2M+$516.3K2026-11-02
Midwest Financial Network, LLC
NEW68,108—+68,108——$3.0M—2026-10-13
Truist Financial Corp
DECREASED66,38169,108-2,727-4%$2.9M$2.9M-$20.7K2026-10-30
Financial Partners Group, Inc
INCREASED65,95155,144+10,807+20%$2.3M$2.9M+$545.9K2026-10-19
Signal Advisors Wealth, LLC
DECREASED64,78167,490-2,709-4%$2.8M$2.8M-$22.2K2026-10-13
Kestra Private Wealth Services, LLC
NEW64,180—+64,180——$2.8M—2026-10-30
AAF Wealth Management, LLC
DECREASED52,41553,242-827-2%$2.2M$2.3M+$39.2K2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED49,37449,853-479-1%$2.1M$2.1M+$49.6K2026-10-16
Thrivent Financial for Lutherans
DECREASED48,85449,543-689-1%$2.1M$2.1M+$45.0K2026-11-05
D.A. Davidson & Co.
DECREASED47,68247,782-1000%$2.0M$2.1M+$63.0K2026-10-28
Fortress Financial Group, LLC
DECREASED47,62958,975-11,346-19%$2.5M$2.1M-$408.3K2026-10-21
LongView Wealth Management
INCREASED45,27135,252+10,019+28%$1.5M$2.0M+$483.7K2026-10-19
Sowell Financial Services LLC
INCREASED44,37342,511+1,862+4%$1.8M$1.9M+$140.6K2026-10-23
Lido Advisors, LLC
INCREASED44,11640,135+3,981+10%$1.7M$1.9M+$229.0K2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED43,73835,399+8,339+24%$1.5M$1.9M+$411.2K2026-11-05
InTrack Investment Management Inc
INCREASED40,39040,010+380+1%$1.7M$1.7M+$72.9K2026-10-15
Succession Financial, Inc.
NEW37,358—+37,358——$1.6M—2026-10-14
Flagship Harbor Advisors, LLC
INCREASED36,88135,242+1,639+5%$1.5M$1.6M+$120.7K2026-10-26
Mather Group, Llc.
INCREASED36,76335,750+1,013+3%$1.5M$1.6M+$94.3K2026-10-14
Csenge Advisory Group
INCREASED35,34233,566+1,776+5%$1.4M$1.5M+$124.3K2026-11-04
Elevation Wealth Management LLC
INCREASED34,69318,792+15,901+85%$787.6K$1.5M+$715.3K2026-11-02
Mission Financial Group, LLC
INCREASED34,24926,699+7,550+28%$1.1M$1.5M+$364.7K2026-10-21
New England Private Wealth Advisors LLC
INCREASED34,05134,001+50+0%$1.4M$1.5M+$49.1K2026-10-19
Certified Advisory Corp
INCREASED30,00129,228+773+3%$1.2M$1.3M+$74.7K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED28,26220,934+7,328+35%$877.3K$1.2M+$347.0K2026-10-16
Sovran Advisors, LLC
NEW26,624—+26,624——$1.2M—2026-11-02
PCA Investment Advisory Services Inc.
DECREASED25,85926,002-143-1%$1.1M$1.1M+$30.5K2026-10-13
Mayfair Advisory Group, LLC
INCREASED24,69624,081+615+3%$1.0M$1.1M+$59.9K2026-10-20
Salus Financial Advisors, LLC
DECREASED23,39423,443-490%$982.5K$1.0M+$30.9K2026-10-20
PFG Advisors
UNCHANGED21,82121,82100%$914.5K$945.3K+$30.8K2026-10-16
BridgePort Financial Solutions, LLC
UNCHANGED20,00320,00300%$838.3K$866.5K+$28.2K2026-11-02
RFG Advisory, LLC
NEW19,866—+19,866——$860.6K—2026-11-03
J.W. Cole Advisors, Inc.
INCREASED19,67917,661+2,018+11%$740.2K$852.5K+$112.3K2026-11-05
Meadow Creek Wealth Advisors LLC
UNCHANGED18,56218,56200%$777.9K$804.1K+$26.2K2026-11-02
Nations Financial Group Inc,
INCREASED18,31817,226+1,092+6%$722.0K$793.5K+$71.6K2026-11-05
Alchemi Wealth, LLC
UNCHANGED17,43517,43500%$730.7K$755.3K+$24.6K2026-11-04
HBW Advisory Services LLC
DECREASED17,02418,283-1,259-7%$766.2K$737.5K-$28.8K2026-10-15
Calamos Wealth Management LLC
INCREASED16,7075,634+11,073+197%$236.1K$723.7K+$487.6K2026-11-02
Valeo Financial Advisors, LLC
INCREASED16,64416,614+30+0%$696.3K$721.0K+$24.7K2026-10-08
Mission Wealth Management, LP
DECREASED16,22424,474-8,250-34%$1.0M$702.8K-$322.9K2026-10-15
HB Wealth Management, LLC
INCREASED16,01515,600+415+3%$653.8K$693.8K+$40.0K2026-10-23
Financial Perspectives, Inc
INCREASED15,76015,227+533+4%$638.2K$682.7K+$44.6K2026-11-03
Geneva Partners, LLC
INCREASED14,42613,642+784+6%$571.7K$624.9K+$53.2K2026-10-26
Clarity Asset Management, Inc.
DECREASED13,45214,388-936-7%$603.0K$582.7K-$20.3K2026-10-14
Harbor Asset Planning, Inc.
INCREASED13,00712,981+26+0%$544.1K$563.5K+$19.4K2026-10-23
Brighton Jones LLC
DECREASED12,29312,668-375-3%$530.9K$532.5K+$1.6K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED12,13612,13600%$508.6K$525.7K+$17.1K2026-10-27
Hudock, Inc.
UNCHANGED11,86011,86000%$497.1K$513.8K+$16.7K2026-10-14
Smith Shellnut Wilson LLC
INCREASED11,5159,820+1,695+17%$411.6K$498.8K+$87.2K2026-10-21
Apella Capital, LLC
INCREASED11,34510,904+441+4%$458.9K$500.4K+$41.5K2026-10-08
Allegheny Financial Group
NEW10,279—+10,279——$445.3K—2026-11-05
WealthCare Investment Partners, LLC
INCREASED10,13110,111+20+0%$423.7K$438.9K+$15.1K2026-11-05
Lighthouse Financial LLC
DECREASED9,95014,750-4,800-33%$618.2K$431.0K-$187.1K2026-10-23
US Bancorp \de\
INCREASED9,6619,111+550+6%$381.8K$418.5K+$36.7K2026-11-05
Farther Finance Advisors, LLC
DECREASED9,58699,342-89,756-90%$4.2M$415.3K-$3.7M2026-10-08
BIP Wealth, LLC
DECREASED9,27110,006-735-7%$419.4K$401.6K-$17.7K2026-10-22
Spire Wealth Management
INCREASED8,8468,169+677+8%$342.4K$383.2K+$40.8K2026-10-30
Sigma Planning Corp
INCREASED8,7135,284+3,429+65%$221.5K$377.4K+$156.0K2026-10-23
Bank of New York Mellon Corp
NEW8,648—+8,648——$374.6K—2026-11-05
Choreo, LLC
INCREASED8,4338,416+17+0%$352.7K$365.3K+$12.6K2026-10-28
Madrid Financial Services
UNCHANGED8,0008,00000%$335.3K$346.6K+$11.3K2026-11-03
Schmidt P J Investment Management Inc
INCREASED7,8097,736+73+1%$324.2K$338.3K+$14.1K2026-11-02
Aprio Wealth Management, LLC
NEW7,727—+7,727——$334.7K—2026-10-28
Wealthstar Advisors, LLC
INCREASED7,5497,497+52+1%$314.2K$327.0K+$12.8K2026-10-19
Canvas Wealth Advisors, LLC
UNCHANGED6,9296,92900%$290.4K$300.9K+$10.5K2026-11-02
Soltis Investment Advisors LLC
UNCHANGED6,9096,90900%$289.5K$299.3K+$9.7K2026-10-28
Fifth Third Bancorp
DECREASED6,8729,367-2,495-27%$392.6K$297.7K-$94.9K2026-11-05
Signaturefd, LLC
INCREASED6,5976,350+247+4%$266.1K$285.8K+$19.7K2026-10-23
Strategic Wealth Investment Group, LLC
INCREASED6,5406,527+13+0%$273.6K$283.3K+$9.8K2026-10-29
Assetmark, Inc
INCREASED6,4334,665+1,768+38%$195.5K$278.7K+$83.2K2026-10-21
Foundry Financial LLC
UNCHANGED6,3566,35600%$266.4K$275.3K+$9.0K2026-10-16
AdvisorNet Financial, Inc
INCREASED6,1981,445+4,753+329%$60.6K$270.5K+$210.0K2026-10-15
Almanack Investment Partners, Llc.
UNCHANGED5,9005,90000%$247.3K$255.6K+$8.3K2026-11-03
NWF Advisory Services Inc.
UNCHANGED5,8725,87200%$246.1K$254.4K+$8.3K2026-10-19
Powerhouse Assets LLC
UNCHANGED5,8495,84900%$245.1K$253.4K+$8.2K2026-10-19
Rolek Wealth Management LLC
DECREASED5,8346,067-233-4%$254.3K$252.7K-$1.6K2026-10-21
Cullen T Bankers, Inc.
DECREASED5,7997,092-1,293-18%$297.2K$251.2K-$46.0K2026-10-28
CLG LLC
INCREASED5,7535,741+12+0%$240.6K$249.2K+$8.6K2026-10-13
Stone Wealth Partners
NEW5,568—+5,568——$241.4K—2026-11-05
Traynor Capital Management, Inc.
DECREASED5,5257,448-1,923-26%$312.1K$239.4K-$72.8K2026-10-29
Brookstone Capital Management
INCREASED5,5035,209+294+6%$218.3K$238.4K+$20.1K2026-10-22
Facet Wealth, Inc.
DECREASED5,4735,516-43-1%$231.2K$237.1K+$5.9K2026-11-04
Capital Investment Advisors, LLC
NEW5,389—+5,389——$233.4K—2026-10-22
Savant Capital, LLC
NEW5,368—+5,368——$232.5K—2026-11-06
Roxbury Financial LLC
INCREASED5,3635,360+3+0%$224.6K$232.3K+$7.7K2026-10-01
Community Bank & Trust, Waco, Texas
UNCHANGED5,3565,35600%$224.0K$232.0K+$8.0K2026-10-19
Trust Point Inc.
UNCHANGED5,3205,32000%$223.0K$230.5K+$7.5K2026-10-27
Financial Management Network Inc
INCREASED5,2965,285+11+0%$222.4K$231.4K+$9.0K2026-10-09
Baker Avenue Asset Management, LP
UNCHANGED5,2725,27200%$220.9K$228.4K+$7.4K2026-11-06
Golden Reserve Retirement LLC
NEW5,152—+5,152——$223.2K—2026-11-02
Chicago Partners Investment Group LLC
UNCHANGED4,8844,88400%$204.4K$209.9K+$5.5K2026-10-27
ShoreHaven Wealth Partners, LLC
NEW4,771—+4,771——$206.7K—2026-10-16
Next Level Private LLC
NEW4,641—+4,641——$201.0K—2026-10-20
Evolution Wealth Management Inc.
UNCHANGED4,6284,62800%$194.0K$200.5K+$6.5K2026-10-28
Latitude Advisors, LLC
DECREASED4,4744,931-457-9%$206.7K$193.8K-$12.8K2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED3,9023,90200%$163.5K$169.0K+$5.5K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED3,3583,352+6+0%$140.5K$145.5K+$5.0K2026-10-26
Root Financial Partners, LLC
NEW3,258—+3,258——$141.1K—2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED3,0003,00000%$125.7K$130.0K+$4.2K2026-10-14
Kingdom Financial Group Llc.
NEW2,473—+2,473——$107.1K—2026-11-04
Meriwether Wealth & Planning, LLC
NEW2,017—+2,017——$87.4K—2026-10-13
Blue Trust, Inc.
INCREASED1,87152+1,819+3498%$2.2K$81.1K+$78.9K2026-10-15
Private Trust Co NA
UNCHANGED1,6911,69100%$70.9K$73.3K+$2.4K2026-10-20
IFP Advisors, Inc
INCREASED1,6181,137+481+42%$47.7K$70.1K+$22.4K2026-10-16
Bfsg, LLC
UNCHANGED1,4711,47100%$61.7K$63.7K+$2.1K2026-10-30
EPG Wealth Management LLC
DECREASED1,1181,237-119-10%$51.8K$48.4K-$3.4K2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED90490400%$37.9K$39.2K+$1.3K2026-11-04
Monetary Solutions, Ltd
NEW900—+900——$39.0K—2026-10-22
Halbert Hargrove Global Advisors, LLC
UNCHANGED89789700%$37.6K$38.9K+$1.3K2026-10-16
CoreCap Advisors, LLC
UNCHANGED85985900%$36.0K$37.2K+$1.2K2026-10-08
Parallel Advisors, LLC
UNCHANGED71171100%$29.8K$30.8K+$1.0K2026-11-03
Archer Investment Corp
UNCHANGED70470400%$29.5K$30.5K+$9922026-11-05
Allspring Global Investments Holdings, LLC
NEW603—+603——$26.3K—2026-11-04
Bayban
UNCHANGED55655600%$23.3K$23.3K$02026-11-05
Byrne Asset Management LLC
UNCHANGED37237200%$15.6K$16.2K+$5612026-10-06
Abound Wealth Management
UNCHANGED34434400%$14.4K$14.9K+$4892026-10-26
Armstrong Advisory Group, Inc
UNCHANGED30630600%$12.8K$13.3K+$4312026-10-09
Mosley Wealth Management
UNCHANGED29929900%$12.5K$13.1K+$5412026-10-16
Ashton Thomas Private Wealth, LLC
NEW263—+263——$11.4K—2026-11-03
Concord Wealth Partners
UNCHANGED25625600%$10.7K$11.1K+$3822026-11-02
Key Capital Management, Inc
NEW252—+252——$10.9K—2026-11-03
Buck Wealth Strategies, LLC
NEW208—+208——$9.0K—2026-10-28
Woodard & Co Asset Management Group Inc
UNCHANGED19219200%$8.0K$8.3K+$2702026-11-03
Golden State Wealth Management, LLC
UNCHANGED18018000%$7.5K$7.8K+$2532026-11-02
Centerpoint Advisors, LLC
NEW169—+169——$7—2026-11-05
First Bancorp, Inc
UNCHANGED16516500%$6.9K$7.1K+$2332026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED15215200%$6.4K$6.6K+$2262026-10-29
Cape Investment Advisory, Inc.
UNCHANGED13313300%$5.6K$5.8K+$1882026-10-13
High Point Wealth Management, LLC
UNCHANGED12112100%$5.1K$5.3K+$1712026-11-05
Ascentis Wealth Management, LLC
NEW112—+112——$4.9K—2026-11-03
Westside Investment Management, Inc.
UNCHANGED878700%$3.6K$3.8K+$1232026-11-02
TD Waterhouse Canada Inc.
NEW73—+73——$3.2K—2026-10-16
First Command Advisory Services, Inc.
UNCHANGED676700%$2.8K$2.9K+$942026-11-05
Mainstream Capital Management LLC
NEW36—+36——$1.6K—2026-10-23
Asset Dedication, LLC
UNCHANGED242400%$1.0K$1.0K+$362026-11-03
Parkside Financial Bank & Trust
UNCHANGED212100%$881$910+$292026-10-27
GHP Investment Advisors, Inc.
UNCHANGED202000%$839$867+$282026-10-15
Kings Path Partners LLC
UNCHANGED1100%$33$34+$12026-10-21
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
TBH Global Asset Management, LLC
CLOSED085,609-85,609-100%$3.6M$0-$3.6M2026-11-03
KPP Advisory Services LLC
CLOSED065,121-65,121-100%$2.7M$0-$2.7M2026-10-26
Axxcess Wealth Management, LLC
CLOSED023,075-23,075-100%$967.1K$0-$967.1K2026-10-21
Pinnacle Associates LTD
CLOSED011,803-11,803-100%$494.7K$0-$494.7K2026-10-20
Fifth Third Securities, Inc.
CLOSED011,135-11,135-100%$466.7K$0-$466.7K2026-10-21
Cornerstone Planning Group LLC
CLOSED01,482-1,482-100%$62.8K$0-$62.8K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED042-42-100%$1.8K$0-$1.8K2026-10-29
FMR LLC
N/A—51,712,717-51,712,717-100%$2.2B———
NewEdge Advisors, LLC
N/A—3,712,785-3,712,785-100%$155.6M———
LPL Financial LLC
N/A—3,143,965-3,143,965-100%$131.8M———
Huntington National Bank
N/A—3,093,813-3,093,813-100%$129.7M———
Envestnet Asset Management Inc
N/A—2,145,974-2,145,974-100%$89.9M———
Citadel Advisors LLC
N/A—2,121,806-2,121,806-100%$88.9M———
SHP Wealth Management
N/A—1,708,384-1,708,384-100%$71.6M———
HighTower Advisors, LLC
N/A—1,704,460-1,704,460-100%$71.4M———
Raymond James Financial Inc
N/A—1,575,565-1,575,565-100%$66.0M———
Northwestern Mutual Wealth Management Co
N/A—1,179,784-1,179,784-100%$49.4M———
Osaic Holdings, Inc.
N/A—1,151,711-1,151,711-100%$48.3M———
Two Sigma Investments, LP
N/A—1,045,600-1,045,600-100%$43.8M———
JPMorgan Chase & Co
N/A—882,500-882,500-100%$36.7M———
Stadion Money Management, LLC
N/A—824,315-824,315-100%$34.5M———
Ameriprise Financial Inc
N/A—663,593-663,593-100%$27.8M———
Cetera Investment Advisers
N/A—529,210-529,210-100%$22.2M———
Lakeridge Wealth Management LLC
N/A—472,739-472,739-100%$19.8M———
Bank of America Corp
N/A—416,408-416,408-100%$17.5M———
Stifel Financial Corp
N/A—359,359-359,359-100%$15.1M———
Wells Fargo & Company
N/A—343,980-343,980-100%$14.4M———
Gotham Asset Management, LLC
N/A—221,851-221,851-100%$9.3M———
Royal Bank of Canada
N/A—191,204-191,204-100%$8.0M———
&partners
N/A—180,540-180,540-100%$8.7M———
Morgan Stanley
N/A—161,706-161,706-100%$6.8M———
Equitable Holdings, Inc.
N/A—158,051-158,051-100%$6.6M———
Cerity Partners LLC
N/A—136,019-136,019-100%$5.7M———
MML Investors Services, LLC
N/A—113,513-113,513-100%$4.8M———
Focus Partners Wealth
N/A—92,364-92,364-100%$3.9M———
Keating Financial Advisory Services, Inc.
N/A—77,944-77,944-100%$3.3M———
Betterment LLC
N/A—76,643-76,643-100%$3.2M———
UBS Group AG
N/A—69,175-69,175-100%$2.9M———
Maripau Wealth Management LLC
N/A—66,659-66,659-100%$2.8M———
Element Wealth, LLC
N/A—59,962-59,962-100%$2.5M———
IFG Advisory, LLC
N/A—59,654-59,654-100%$2.5M———
Savvy Advisors, Inc.
N/A—57,575-57,575-100%$2.4M———
Mercer Global Advisors Inc
N/A—54,645-54,645-100%$2.3M———
Rollins Financial Advisors, LLC
N/A—54,228-54,228-100%$2.3M———
Envestnet Portfolio Solutions, Inc.
N/A—48,264-48,264-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—43,690-43,690-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—41,461-41,461-100%$1.7M———
Harbour Investments, Inc.
N/A—36,901-36,901-100%$1.5M———
Private Advisor Group, LLC
N/A—35,895-35,895-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—34,816-34,816-100%$1.5M———
Money Concepts Capital Corp
N/A—32,254-32,254-100%$1.4M———
Axis Wealth Partners, LLC
N/A—31,368-31,368-100%$1.3M———
Mariner, LLC
N/A—30,032-30,032-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—29,548-29,548-100%$1.2M———
Storgate, LLC
N/A—26,155-26,155-100%$1.1M———
Broadview Financial Management, LLC
N/A—25,882-25,882-100%$1.1M———
Jones Financial Companies Lllp
N/A—25,829-25,829-100%$1.1M———
Advisory Services Network, LLC
N/A—23,208-23,208-100%$972.6K———
Tower Research Capital LLC (TRC)
N/A—20,581-20,581-100%$862.6K———
Captrust Financial Advisors
N/A—17,580-17,580-100%$736.8K———
Kingsview Wealth Management, LLC
N/A—13,695-13,695-100%$573.9K———
NCM Capital Management, LLC
N/A—13,486-13,486-100%$565.2K———
Madison Wealth Partners, Inc
N/A—13,319-13,319-100%$558.2K———
Gladstone Institutional Advisory LLC
N/A—13,239-13,239-100%$554.8K———
Neuberger Berman Group LLC
N/A—13,004-13,004-100%$545.0K———
Peak Retirement Planning, Inc.
N/A—12,654-12,654-100%$530.3K———
Regal Investment Advisors LLC
N/A—12,104-12,104-100%$507.3K———
Principal Securities, Inc.
N/A—12,046-12,046-100%$504.8K———
Snowden Capital Advisors LLC
N/A—11,855-11,855-100%$496.8K———
Allworth Financial LP
N/A—10,124-10,124-100%$424.3K———
Moors & Cabot, Inc.
N/A—9,632-9,632-100%$403.7K———
OneAscent Financial Services LLC
N/A—9,373-9,373-100%$392.8K———
AE Wealth Management LLC
N/A—8,718-8,718-100%$365.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,134-8,134-100%$340.9K———
Sequoia Financial Advisors, LLC
N/A—7,783-7,783-100%$326.2K———
First American Trust, FSB
N/A—7,551-7,551-100%$316.5K———
Waterloo Capital, L.P.
N/A—7,533-7,533-100%$315.7K———
Investment Advisory Group, LLC
N/A—7,067-7,067-100%$296.2K———
CreativeOne Wealth, LLC
N/A—7,031-7,031-100%$294.7K———
O'shaughnessy Asset Management, LLC
N/A—6,919-6,919-100%$290.0K———
King Wealth Management Group
N/A—6,842-6,842-100%$287.0K———
Traub Capital Management LLC
N/A—6,731-6,731-100%$282.1K———
Forge Financial Services LLC
N/A—6,676-6,676-100%$279.8K———
Merit Financial Group, LLC
N/A—6,358-6,358-100%$266.4K———
Fiduciary Group, LLC
N/A—6,329-6,329-100%$265.2K———
Silver OAK Securities, Incorporated
N/A—6,143-6,143-100%$257.5K———
CIBC Bancorp USA Inc.
N/A—5,938-5,938-100%$248.9K———
Retirement Income Solutions, Inc
N/A—5,926-5,926-100%$214.9K———
J Hagan Capital, Inc.
N/A—5,701-5,701-100%$238.9K———
Bluespring Wealth Management, LLC
N/A—5,694-5,694-100%$238.6K———
Advisory Alpha, LLC
N/A—5,290-5,290-100%$221.7K———
Thoroughbred Financial Services, LLC
N/A—5,240-5,240-100%$219.0K———
EP Wealth Advisors, LLC
N/A—5,218-5,218-100%$218.7K———
Mayflower Financial Advisors, LLC
N/A—5,143-5,143-100%$215.5K———
Nwam LLC
N/A—5,109-5,109-100%$214.1K———
Centaurus Financial, Inc.
N/A—4,968-4,968-100%$208.0K———
AQR Capital Management LLC
N/A—4,814-4,814-100%$201.8K———
Arax Advisory Partners
N/A—4,390-4,390-100%$184.0K———
Rockefeller Capital Management L.P.
N/A—3,617-3,617-100%$151.6K———
PNC Financial Services Group, Inc.
N/A—3,589-3,589-100%$150.4K———
Corsicana & Co.
N/A—3,068-3,068-100%$128.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,847-2,847-100%$119.3K———
Global Retirement Partners, LLC
N/A—2,798-2,798-100%$117.3K———
Ogorek Anthony Joseph
N/A—2,496-2,496-100%$104.0K———
Bank of Montreal
N/A—2,118-2,118-100%$88.8K———
Private Wealth Asset Management, LLC
N/A—1,687-1,687-100%$70.7K———
Russell Investments Group, Ltd.
N/A—1,564-1,564-100%$65.5K———
Vanguard Advisers Inc
N/A—1,507-1,507-100%$63.2K———
Aptus Capital Advisors, LLC
N/A—1,480-1,480-100%$62.0K———
Smartleaf Asset Management LLC
N/A—1,321-1,321-100%$55.0K———
Anchor Investment Management, LLC
N/A—994-994-100%$41.7K———
Dunhill Financial, LLC
N/A—859-859-100%$36.0K———
Capital Analysts, LLC
N/A—838-838-100%$35.0K———
Godfrey Financial Associates, Inc.
N/A—575-575-100%$24.1K———
Rialto Wealth Management, LLC
N/A—500-500-100%$21.0K———
Fiduciary Financial Advisors
N/A—390-390-100%$16.3K———
Strategic Wealth Partners, Ltd.
N/A—347-347-100%$14.5K———
Ameriflex Group, Inc.
N/A—343-343-100%$14.4K———
Federation des caisses Desjardins du Quebec
N/A—312-312-100%$13.1K———
Napier Financial, LLC
N/A—231-231-100%$9.7K———
Geneos Wealth Management Inc.
N/A—228-228-100%$9.6K———
BFC Planning, Inc.
N/A—210-210-100%$8.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—210-210-100%$8.8K———
Hantz Financial Services, Inc.
N/A—170-170-100%$7———
Darwin Wealth Management, LLC
N/A—161-161-100%$6.8K———
Johnson Financial Group, Inc.
N/A—148-148-100%$6.2K———
JPL Wealth Management, LLC
N/A—117-117-100%$4.9K———
Crews Bank & Trust
N/A—108-108-100%$4.5K———
Brown Brothers Harriman & Co
N/A—90-90-100%$3.8K———
LRI Investments, LLC
N/A—87-87-100%$3.6K———
BlackRock, Inc.
N/A—55-55-100%$2.3K———
Showing 296 of 296 institutions