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Fidelity Blue Chip Grow ETF (FBCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
INCREASED
Shares5,766,897 from 5,514,169
Change+252,728 (+5%)
Value$364.5M (+$22.0M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares2,713,279 from 2,910,411
Change-197,132 (-7%)
Value$171.5M (-$9.3M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares2,066,123 from 934,434
Change+1,131,689 (+121%)
Value$130.6M (+$72.6M)
Filed 2026-11-06
GR Financial Group, LLC
INCREASED
Shares1,609,617 from 1,598,116
Change+11,501 (+1%)
Value$101.7M (+$2.5M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares1,247,187 from 1,244,016
Change+3,171 (+0%)
Value$78.8M (+$1.6M)
Filed 2026-11-05
Portfolio Strategies, Inc.
INCREASED
Shares1,138,283 from 839,835
Change+298,448 (+36%)
Value$72.0M (+$5.5M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,068,267 from 709,073
Change+359,194 (+51%)
Value$67.5M (+$23.5M)
Filed 2026-11-06
KFA Private Wealth Group, LLC
INCREASED
Shares1,060,308 from 1,054,517
Change+5,791 (+1%)
Value$67.0M (+$1.5M)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares762,464 from 633,474
Change+128,990 (+20%)
Value$48.2M (+$8.9M)
Filed 2026-11-03
Sowa Financial Group, Inc.
DECREASED
Shares620,901 from 632,394
Change-11,493 (-2%)
Value$39.2M (-$31.0K)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares598,681 from 553,610
Change+45,071 (+8%)
Value$37.8M (+$3.5M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares550,234 from 661,409
Change-111,175 (-17%)
Value$34.8M (-$6.3M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares523,573 from 460,588
Change+62,985 (+14%)
Value$33.1M (+$4.5M)
Filed 2026-11-05
Accredited Investor Services, LLC
INCREASED
Shares481,749 from 467,976
Change+13,773 (+3%)
Value$30.5M (+$1.4M)
Filed 2026-10-22
BG Investment Services, LLC
INCREASED
Shares470,357 from 360,816
Change+109,541 (+30%)
Value$29.7M (+$7.3M)
Filed 2026-10-23
Citigroup Inc
NEW
Shares462,189
Change+462,189
Value$29.2M
Filed 2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED
Shares461,751 from 456,289
Change+5,462 (+1%)
Value$29.2M (+$847.2K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares448,335 from 331,714
Change+116,621 (+35%)
Value$28.3M (+$7.7M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares438,674 from 282,385
Change+156,289 (+55%)
Value$27.7M (+$10.2M)
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares432,413 from 399,413
Change+33,000 (+8%)
Value$27.3M (+$2.5M)
Filed 2026-10-16
Keenan, LLC
INCREASED
Shares431,821 from 382,839
Change+48,982 (+13%)
Value$27.3M (+$3.5M)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares428,557 from 90,216
Change+338,341 (+375%)
Value$27.1M (+$21.5M)
Filed 2026-10-29
Centerline Wealth Advisors, LLC
INCREASED
Shares418,039 from 411,896
Change+6,143 (+1%)
Value$26.4M (+$841.4K)
Filed 2026-10-15
Vestor Capital, LLC
INCREASED
Shares364,093 from 2,322
Change+361,771 (+15580%)
Value$83.2K (+$83.0K)
Filed 2026-11-04
Copper Harbor Investment Advisors, LLC
INCREASED
Shares310,470 from 280,205
Change+30,265 (+11%)
Value$19.6M (+$2.2M)
Filed 2026-10-16
Arwa LLC
INCREASED
Shares294,423 from 292,114
Change+2,309 (+1%)
Value$18.7M (+$926.3K)
Filed 2026-10-21
CLG LLC
INCREASED
Shares293,703 from 230,906
Change+62,797 (+27%)
Value$18.6M (+$4.2M)
Filed 2026-10-13
Align Financial, LLC
INCREASED
Shares287,093 from 278,264
Change+8,829 (+3%)
Value$18.1M (+$864.2K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares285,975 from 253,815
Change+32,160 (+13%)
Value$18.2M (+$2.4M)
Filed 2026-10-13
Advantage Trust Co
INCREASED
Shares272,366 from 264,719
Change+7,647 (+3%)
Value$17.2M (+$774.6K)
Filed 2026-10-19
KWB Wealth
NEW
Shares260,788
Change+260,788
Value$16.5M
Filed 2026-10-16
Salus Financial Advisors, LLC
DECREASED
Shares219,932 from 224,609
Change-4,677 (-2%)
Value$13.9M (-$48.6K)
Filed 2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares214,822 from 41,090
Change+173,732 (+423%)
Value$13.6M (+$11.0M)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares210,779 from 204,020
Change+6,759 (+3%)
Value$13.3M (+$651.7K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares203,733 from 117,618
Change+86,115 (+73%)
Value$12.9M (+$5.6M)
Filed 2026-10-08
Keystone Wealth Services, LLC
INCREASED
Shares200,768 from 159,708
Change+41,060 (+26%)
Value$12.7M (+$2.8M)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares199,913 from 201,662
Change-1,749 (-1%)
Value$12.6M (+$111.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares188,015 from 193,373
Change-5,358 (-3%)
Value$11.9M (+$2.2M)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares183,370 from 182,511
Change+859 (+0%)
Value$11.6M (+$255.1K)
Filed 2026-10-29
Providence Financial Advisors, LLC
INCREASED
Shares171,876 from 163,362
Change+8,514 (+5%)
Value$10.9M (+$717.9K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares158,949 from 108,971
Change+49,978 (+46%)
Value$10.0M (+$3.3M)
Filed 2026-11-06
Baldwin Wealth Partners LLC
DECREASED
Shares155,189 from 158,777
Change-3,588 (-2%)
Value$9.8M (-$52.1K)
Filed 2026-10-13
Dahring | Cusmano LLC
INCREASED
Shares152,347 from 140,399
Change+11,948 (+9%)
Value$9.6M (+$909.7K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares151,092 from 66,191
Change+84,901 (+128%)
Value$9.6M (+$5.4M)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares149,052 from 119,635
Change+29,417 (+25%)
Value$9.4M (+$2.0M)
Filed 2026-10-23
Wealth Quarterback LLC
INCREASED
Shares140,421 from 135,983
Change+4,438 (+3%)
Value$8.9M (+$430.1K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares139,141 from 120,334
Change+18,807 (+16%)
Value$8.8M (+$1.3M)
Filed 2026-10-28
Bfsg, LLC
INCREASED
Shares131,796 from 130,847
Change+949 (+1%)
Value$8.3M (+$203.9K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
INCREASED
Shares127,223 from 117,234
Change+9,989 (+9%)
Value$8.0M (+$1.1M)
Filed 2026-10-19
Milestone Investment Advisors LLC
INCREASED
Shares125,741 from 54,110
Change+71,631 (+132%)
Value$7.9M (+$4.6M)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares117,766 from 113,094
Change+4,672 (+4%)
Value$7.1M (+$493.6K)
Filed 2026-11-02
Dedeker Financial LLC
INCREASED
Shares117,629 from 107,587
Change+10,042 (+9%)
Value$7.4M (+$753.1K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares114,591 from 104,977
Change+9,614 (+9%)
Value$7.2M (+$723.2K)
Filed 2026-10-16
MN Wealth Advisors, LLC
INCREASED
Shares106,946 from 100,203
Change+6,743 (+7%)
Value$6.8M (+$536.5K)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares106,633 from 106,433
Change+200 (+0%)
Value$6.7M (+$129.7K)
Filed 2026-11-05
Atria Investments, Inc
NEW
Shares102,888
Change+102,888
Value$6.5M
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares98,800 from 91,023
Change+7,777 (+9%)
Value$6.2M (+$591.7K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares96,674 from 96,674
Change0 (0%)
Value$6.0M ($0)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares95,205 from 88,033
Change+7,172 (+8%)
Value$6.0M (+$550.2K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares94,789
Change+94,789
Value$5.5K
Filed 2026-11-03
Gilbert Capital Group, Inc.
DECREASED
Shares92,224 from 95,420
Change-3,196 (-3%)
Value$5.8M (-$97.1K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares89,800 from 86,836
Change+2,964 (+3%)
Value$5.7M (+$282.9K)
Filed 2026-10-16
Sowell Financial Services LLC
NEW
Shares87,849
Change+87,849
Value$5.6M
Filed 2026-10-23
Holos Integrated Wealth LLC
INCREASED
Shares87,316 from 82,860
Change+4,456 (+5%)
Value$5.3M (+$260.2K)
Filed 2026-10-23
TritonPoint Partners, LLC
INCREASED
Shares84,769 from 8,979
Change+75,790 (+844%)
Value$5.4M (+$4.8M)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares83,541 from 65,745
Change+17,796 (+27%)
Value$5.3M (+$1.2M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares83,241 from 76,635
Change+6,606 (+9%)
Value$5.3M (+$501.8K)
Filed 2026-11-02
Roxbury Financial LLC
DECREASED
Shares81,989 from 82,001
Change-12 (0%)
Value$5.2M (+$89.4K)
Filed 2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares81,893 from 86,476
Change-4,583 (-5%)
Value$5.2M (-$194.6K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares73,906 from 77,234
Change-3,328 (-4%)
Value$4.7M (-$125.4K)
Filed 2026-10-21
Crosspoint Financial, LLC
INCREASED
Shares60,178 from 14,234
Change+45,944 (+323%)
Value$3.8M (+$2.9M)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares56,554 from 52,145
Change+4,409 (+8%)
Value$3.6M (+$336.0K)
Filed 2026-10-27
Variant Private Wealth, LLC
INCREASED
Shares50,508 from 47,880
Change+2,628 (+5%)
Value$3.2M (+$218.8K)
Filed 2026-10-21
Wagner Wealth Management, Corp
INCREASED
Shares48,224 from 44,280
Change+3,944 (+9%)
Value$3.0M (+$298.0K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
INCREASED
Shares43,640 from 8,832
Change+34,808 (+394%)
Value$2.8M (+$2.2M)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares42,764 from 35,168
Change+7,596 (+22%)
Value$2.7M (+$518.8K)
Filed 2026-11-06
Hicks Capital Management LLC
UNCHANGED
Shares40,495 from 40,495
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
INCREASED
Shares40,138 from 40,059
Change+79 (+0%)
Value$2.5M (+$49.1K)
Filed 2026-11-02
Childress Capital Advisors, LLC
UNCHANGED
Shares39,905 from 39,905
Change0 (0%)
Value$2.5M (+$43.9K)
Filed 2026-10-28
Curtis Advisory Group, LLC
NEW
Shares39,500
Change+39,500
Value$2.5M
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares39,033 from 23,049
Change+15,984 (+69%)
Value$2.5M (+$1.0M)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares36,573 from 51,101
Change-14,528 (-28%)
Value$2.3M (-$862.1K)
Filed 2026-10-22
PUREfi Wealth, LLC
DECREASED
Shares36,332 from 37,368
Change-1,036 (-3%)
Value$2.3M (-$24.4K)
Filed 2026-10-19
Centurion Wealth Management LLC
INCREASED
Shares35,641 from 33,161
Change+2,480 (+7%)
Value$2.3M (+$193.2K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares35,391 from 31,141
Change+4,250 (+14%)
Value$2.2M (+$302.9K)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares32,831 from 36,834
Change-4,003 (-11%)
Value$2.1M (-$212.5K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares32,807 from 32,494
Change+313 (+1%)
Value$2.1M (+$55.5K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares31,800 from 16,332
Change+15,468 (+95%)
Value$2.0M (+$995.7K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares30,681 from 30,681
Change0 (0%)
Value$1.9M (+$33.7K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
NEW
Shares30,565
Change+30,565
Value$1.9M
Filed 2026-11-03
POM Investment Strategies, LLC
INCREASED
Shares30,030 from 20,716
Change+9,314 (+45%)
Value$1.9M (+$611.5K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares28,350 from 28,000
Change+350 (+1%)
Value$1.8M (+$52.9K)
Filed 2026-11-05
October Effect Ltd
DECREASED
Shares27,740 from 28,220
Change-480 (-2%)
Value$1.8M (+$701)
Filed 2026-10-20
Cornerstone Planning Group LLC
INCREASED
Shares27,517 from 21,713
Change+5,804 (+27%)
Value$1.8M (+$437.3K)
Filed 2026-10-16
Clear Investment Research, LLC
DECREASED
Shares26,861 from 27,110
Change-249 (-1%)
Value$1.7M (+$14.1K)
Filed 2026-11-06
Traveka Wealth, LLC
INCREASED
Shares26,494 from 24,873
Change+1,621 (+7%)
Value$1.7M (+$129.8K)
Filed 2026-10-19
Hobart Private Capital, LLC
DECREASED
Shares26,133 from 26,662
Change-529 (-2%)
Value$1.7M (-$4.1K)
Filed 2026-10-19
High Point Wealth Management, LLC
UNCHANGED
Shares26,095 from 26,095
Change0 (0%)
Value$1.6M (+$28.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares24,663 from 23,086
Change+1,577 (+7%)
Value$1.6M (+$125.1K)
Filed 2026-10-08
Worth Asset Management, LLC
DECREASED
Shares22,239 from 23,474
Change-1,235 (-5%)
Value$1.4M (-$52.3K)
Filed 2026-10-07
Forbes Financial Planning, Inc.
DECREASED
Shares22,006 from 22,814
Change-808 (-4%)
Value$1.4M (-$26.0K)
Filed 2026-10-23
Avaii Wealth Management, LLC
INCREASED
Shares21,272 from 21,262
Change+10 (+0%)
Value$1.4M (+$40.2K)
Filed 2026-10-09
Cabot Wealth Management Inc
NEW
Shares21,113
Change+21,113
Value$1.3M
Filed 2026-11-05
First United Bank & Trust
INCREASED
Shares21,086 from 17,811
Change+3,275 (+18%)
Value$1.3M (+$226.6K)
Filed 2026-10-22
Wealth Effects LLC
DECREASED
Shares21,023 from 21,032
Change-9 (0%)
Value$1.3M (+$22.6K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
INCREASED
Shares20,758 from 19,806
Change+952 (+5%)
Value$1.3M (+$82.0K)
Filed 2026-10-15
Elevation Wealth Management LLC
INCREASED
Shares19,282 from 13,010
Change+6,272 (+48%)
Value$1.2M (+$410.8K)
Filed 2026-11-02
Tandem Capital Management Corp
INCREASED
Shares18,568 from 18,468
Change+100 (+1%)
Value$1.2M (+$26.6K)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
DECREASED
Shares18,163 from 18,618
Change-455 (-2%)
Value$1.1M (-$8.3K)
Filed 2026-10-13
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares17,499 from 5,287
Change+12,212 (+231%)
Value$1.1M (+$777.7K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
INCREASED
Shares16,889 from 15,598
Change+1,291 (+8%)
Value$1.0M (+$51.0K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
INCREASED
Shares16,579 from 16,268
Change+311 (+2%)
Value$1.0M (+$72.3K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
DECREASED
Shares15,950 from 16,595
Change-645 (-4%)
Value$1.0M (-$22.5K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares14,956 from 13,708
Change+1,248 (+9%)
Value$945.4K (+$94.0K)
Filed 2026-10-27
Prospera Financial Services Inc
NEW
Shares14,532
Change+14,532
Value$848.7K
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares14,507 from 14,071
Change+436 (+3%)
Value$917.0K (+$43.0K)
Filed 2026-10-08
Meridian Financial Advisors, LLC
DECREASED
Shares13,827 from 14,178
Change-351 (-2%)
Value$874.0K (-$6.6K)
Filed 2026-10-14
Apella Capital, LLC
NEW
Shares12,579
Change+12,579
Value$812.5K
Filed 2026-10-08
Marathon Wealth Advisors LLC
UNCHANGED
Shares12,459 from 12,459
Change0 (0%)
Value$787.6K (+$13.7K)
Filed 2026-11-04
Midwest Financial Network, LLC
INCREASED
Shares12,280 from 7,593
Change+4,687 (+62%)
Value$776.2K (+$304.6K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares11,958 from 11,649
Change+309 (+3%)
Value$755.9K (+$32.3K)
Filed 2026-11-05
SFG Wealth Management, Llc.
UNCHANGED
Shares11,647 from 11,647
Change0 (0%)
Value$736.2K (+$12.8K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares11,322 from 11,245
Change+77 (+1%)
Value$715.7K (+$17.2K)
Filed 2026-10-16
Elm3 Financial Group, LLC
DECREASED
Shares10,567 from 12,256
Change-1,689 (-14%)
Value$667.9K (-$93.3K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares10,531 from 15,016
Change-4,485 (-30%)
Value$667.7K (-$261.4K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares10,427 from 13,756
Change-3,329 (-24%)
Value$659.1K (-$195.3K)
Filed 2026-11-06
San Luis Wealth Advisors LLC
INCREASED
Shares10,188 from 9,620
Change+568 (+6%)
Value$644.0K (+$46.5K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares10,070 from 9,957
Change+113 (+1%)
Value$636.5K (+$18.0K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares9,497 from 9,528
Change-31 (0%)
Value$600.3K (+$8.5K)
Filed 2026-10-29
LJI Wealth Management, LLC
DECREASED
Shares8,995 from 9,095
Change-100 (-1%)
Value$568.6K (+$3.7K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
INCREASED
Shares8,832 from 8,022
Change+810 (+10%)
Value$558.3K (+$60.0K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares8,511 from 8,408
Change+103 (+1%)
Value$538.0K (+$15.8K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares8,402 from 10,106
Change-1,704 (-17%)
Value$533.9K (-$93.7K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares8,298 from 7,677
Change+621 (+8%)
Value$524.5K (+$47.7K)
Filed 2026-11-05
Fisher Asset Management, LLC
DECREASED
Shares7,987 from 10,226
Change-2,239 (-22%)
Value$504.9K (-$130.3K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares7,060 from 6,861
Change+199 (+3%)
Value$446.3K (+$20.1K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED
Shares7,025 from 7,109
Change-84 (-1%)
Value$444.0K (+$2.5K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,013 from 6,938
Change+75 (+1%)
Value$443.3K (+$12.4K)
Filed 2026-10-27
Clarity Asset Management, Inc.
DECREASED
Shares6,786 from 7,133
Change-347 (-5%)
Value$428.9K (-$14.1K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares6,573 from 7,434
Change-861 (-12%)
Value$415.5K (-$46.2K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares6,550 from 6,650
Change-100 (-1%)
Value$414.0K (+$995)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares6,477 from 6,678
Change-201 (-3%)
Value$409.4K (-$5.3K)
Filed 2026-10-16
Red Mountain Financial, LLC
NEW
Shares6,470
Change+6,470
Value$409.0K
Filed 2026-11-03
Asempa Wealth Advisors
DECREASED
Shares6,374 from 6,376
Change-2 (0%)
Value$404.1K (+$8.1K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares6,001 from 5,881
Change+120 (+2%)
Value$379.3K (+$14.1K)
Filed 2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares5,979 from 5,823
Change+156 (+3%)
Value$378.0K (+$16.3K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$365.7K (+$6.4K)
Filed 2026-10-08
Base Wealth Management LLC
INCREASED
Shares5,683 from 5,581
Change+102 (+2%)
Value$359.2K (+$12.6K)
Filed 2026-10-21
Old Mission Investment Co LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$358.6K (+$6.2K)
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares5,268 from 5,212
Change+56 (+1%)
Value$333.0K (+$9.3K)
Filed 2026-10-26
Ballew Advisors, Inc
NEW
Shares5,064
Change+5,064
Value$324.0K
Filed 2026-10-05
Montz Harcus Wealth Management LLC
NEW
Shares4,907
Change+4,907
Value$310.2K
Filed 2026-10-09
Stonebridge Financial Group, LLC
DECREASED
Shares4,839 from 5,809
Change-970 (-17%)
Value$305.9K (-$54.9K)
Filed 2026-10-01
Castleview Partners, LLC
DECREASED
Shares4,828 from 9,248
Change-4,420 (-48%)
Value$305.2K (-$269.2K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares4,811 from 2,795
Change+2,016 (+72%)
Value$304.1K (+$130.5K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED
Shares4,712 from 4,726
Change-14 (0%)
Value$297.8K (+$5.5K)
Filed 2026-10-09
FCG Investment Co
NEW
Shares4,654
Change+4,654
Value$294.2K
Filed 2026-10-13
Choreo, LLC
UNCHANGED
Shares4,549 from 4,549
Change0 (0%)
Value$287.5K (+$5.0K)
Filed 2026-10-28
Commerce Advisors, LLC
UNCHANGED
Shares4,460 from 4,460
Change0 (0%)
Value$281.9K (+$4.9K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares4,301 from 5,081
Change-780 (-15%)
Value$271.9K (-$43.7K)
Filed 2026-10-15
Graham Capital Wealth Management, LLC
INCREASED
Shares4,295 from 3,656
Change+639 (+17%)
Value$271.5K (+$44.4K)
Filed 2026-10-26
Baron Wealth Management LLC
UNCHANGED
Shares4,123 from 4,123
Change0 (0%)
Value$260.6K (+$4.5K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
INCREASED
Shares4,116 from 4,113
Change+3 (+0%)
Value$260.2K (+$4.7K)
Filed 2026-11-03
Centerpoint Advisors, LLC
NEW
Shares4,001
Change+4,001
Value$253.0K
Filed 2026-11-05
Succession Financial, Inc.
INCREASED
Shares3,872 from 3,386
Change+486 (+14%)
Value$244.7K (+$34.4K)
Filed 2026-10-14
JB Capital LLC
NEW
Shares3,556
Change+3,556
Value$224.8K
Filed 2026-10-19
Truist Financial Corp
UNCHANGED
Shares3,461 from 3,461
Change0 (0%)
Value$218.8K (+$3.8K)
Filed 2026-10-30
Capital CS Group, LLC
NEW
Shares3,391
Change+3,391
Value$214.4K
Filed 2026-10-29
Soltis Investment Advisors LLC
NEW
Shares3,268
Change+3,268
Value$206.6K
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares3,027
Change+3,027
Value$191.4K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares2,825
Change+2,825
Value$178.6K
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$172.6K (+$3.0K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
NEW
Shares2,002
Change+2,002
Value$126.5K
Filed 2026-10-13
Pathway Financial Advisers, LLC
NEW
Shares1,890
Change+1,890
Value$119.5K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$105.7K (+$1.8K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$101.7K (+$1.8K)
Filed 2026-10-09
Investors Research Corp
INCREASED
Shares1,601 from 619
Change+982 (+159%)
Value$101.2K (+$62.8K)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares1,441 from 756
Change+685 (+91%)
Value$91.1K (+$44.1K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares1,329 from 329
Change+1,000 (+304%)
Value$84.0K (+$63.6K)
Filed 2026-10-26
Raleigh Capital Management Inc.
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$80.2K (+$1.4K)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$71.9K (+$1.3K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1,096
Change+1,096
Value$69.3K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,058
Change+1,058
Value$66.9K
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares1,020 from 973
Change+47 (+5%)
Value$64.5K (+$4.0K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$41.9K (+$729)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares606
Change+606
Value$38.3K
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$38.2K (+$665)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$33.8K (+$587)
Filed 2026-10-13
Key FInancial Inc
NEW
Shares431
Change+431
Value$27.2K
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$26.3K (+$458)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
NEW
Shares408
Change+408
Value$25.8K
Filed 2026-11-03
Evolution Wealth Management Inc.
NEW
Shares385
Change+385
Value$24.3K
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$23.1K (+$403)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$20.8K (+$362)
Filed 2026-11-06
Networth Advisors, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$15.2K (+$265)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$12.8K (+$222)
Filed 2026-10-06
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.6K (+$220)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares184 from 50
Change+134 (+268%)
Value$11.6K (+$8.5K)
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$11.0K (+$192)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.3K (+$126)
Filed 2026-10-16
IAG Wealth Partners, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.3K (+$126)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$3.4K (+$59)
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Mather Group, Llc.
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$59 (-$248)
Filed 2026-10-14
Smart Wealth LLC
CLOSED
Shares0 from 79,452
Change-79,452 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-04
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 21,638
Change-21,638 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Centennial Advisors, LLC
CLOSED
Shares0 from 8,164
Change-8,164 (-100%)
Value$0 (-$507.1K)
Filed 2026-10-21
RCS Financial Planning, LLC
CLOSED
Shares0 from 5,265
Change-5,265 (-100%)
Value$0 (-$327.0K)
Filed 2026-10-14
Gould Asset Management LLC
CLOSED
Shares0 from 3,360
Change-3,360 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 1,990
Change-1,990 (-100%)
Value$0 (-$123.6K)
Filed 2026-10-22
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 1,827
Change-1,827 (-100%)
Value$0 (-$113.5K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-14
Allworth Financial LP
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-04
FMR LLC
N/A
Shares— from 18,629,104
Change-18,629,104 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,909,063
Change-8,909,063 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 7,054,864
Change-7,054,864 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,859,109
Change-2,859,109 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,906,730
Change-1,906,730 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,817,581
Change-1,817,581 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,653,412
Change-1,653,412 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,617,479
Change-1,617,479 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,566,892
Change-1,566,892 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,297,797
Change-1,297,797 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,274,528
Change-1,274,528 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,253,451
Change-1,253,451 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 859,302
Change-859,302 (-100%)
Value—
UBS Group AG
N/A
Shares— from 844,821
Change-844,821 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 702,907
Change-702,907 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 578,034
Change-578,034 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 526,304
Change-526,304 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 423,883
Change-423,883 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 339,153
Change-339,153 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 337,332
Change-337,332 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 331,122
Change-331,122 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 328,599
Change-328,599 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 302,402
Change-302,402 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 274,340
Change-274,340 (-100%)
Value—
&partners
N/A
Shares— from 265,078
Change-265,078 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 252,319
Change-252,319 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 251,678
Change-251,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 222,756
Change-222,756 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 203,998
Change-203,998 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 166,430
Change-166,430 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 166,094
Change-166,094 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 156,508
Change-156,508 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 136,270
Change-136,270 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 119,988
Change-119,988 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 117,242
Change-117,242 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 106,179
Change-106,179 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 102,227
Change-102,227 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 101,407
Change-101,407 (-100%)
Value—
FIL Ltd
N/A
Shares— from 93,078
Change-93,078 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 88,860
Change-88,860 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 86,452
Change-86,452 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 78,989
Change-78,989 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 77,694
Change-77,694 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 77,651
Change-77,651 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 76,699
Change-76,699 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,076
Change-65,076 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,490
Change-61,490 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 57,909
Change-57,909 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 54,328
Change-54,328 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 48,266
Change-48,266 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 47,543
Change-47,543 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 43,758
Change-43,758 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 42,444
Change-42,444 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 35,381
Change-35,381 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 34,303
Change-34,303 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,808
Change-28,808 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,398
Change-28,398 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 27,186
Change-27,186 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 27,186
Change-27,186 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 25,532
Change-25,532 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 23,889
Change-23,889 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,001
Change-20,001 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,577
Change-19,577 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,413
Change-17,413 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 17,214
Change-17,214 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,955
Change-16,955 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 16,694
Change-16,694 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,714
Change-15,714 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 14,516
Change-14,516 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,270
Change-11,270 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 9,916
Change-9,916 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Boston Partners
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 568
Change-568 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 281
Change-281 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 117
Change-117 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 68
Change-68 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
INCREASED5,766,8975,514,169+252,728+5%$342.5M$364.5M+$22.0M2026-10-22
Commonwealth Equity Services, LLC
DECREASED2,713,2792,910,411-197,132-7%$180.8M$171.5M-$9.3M2026-11-02
PNC Financial Services Group, Inc.
INCREASED2,066,123934,434+1,131,689+121%$58.0M$130.6M+$72.6M2026-11-06
GR Financial Group, LLC
INCREASED1,609,6171,598,116+11,501+1%$99.3M$101.7M+$2.5M2026-10-27
Thrivent Financial for Lutherans
INCREASED1,247,1871,244,016+3,171+0%$77.3M$78.8M+$1.6M2026-11-05
Portfolio Strategies, Inc.
INCREASED1,138,283839,835+298,448+36%$66.5M$72.0M+$5.5M2026-11-06
LPL Financial LLC
INCREASED1,068,267709,073+359,194+51%$44.0M$67.5M+$23.5M2026-11-06
KFA Private Wealth Group, LLC
INCREASED1,060,3081,054,517+5,791+1%$65.5M$67.0M+$1.5M2026-10-07
RFG Advisory, LLC
INCREASED762,464633,474+128,990+20%$39.3M$48.2M+$8.9M2026-11-03
Sowa Financial Group, Inc.
DECREASED620,901632,394-11,493-2%$39.3M$39.2M-$31.0K2026-10-26
Nations Financial Group Inc,
INCREASED598,681553,610+45,071+8%$34.4M$37.8M+$3.5M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED550,234661,409-111,175-17%$41.1M$34.8M-$6.3M2026-11-02
J.W. Cole Advisors, Inc.
INCREASED523,573460,588+62,985+14%$28.6M$33.1M+$4.5M2026-11-05
Accredited Investor Services, LLC
INCREASED481,749467,976+13,773+3%$29.1M$30.5M+$1.4M2026-10-22
BG Investment Services, LLC
INCREASED470,357360,816+109,541+30%$22.4M$29.7M+$7.3M2026-10-23
Citigroup Inc
NEW462,189—+462,189——$29.2M—2026-11-04
Clarity Retirement & Wealth, LLC
INCREASED461,751456,289+5,462+1%$28.3M$29.2M+$847.2K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED448,335331,714+116,621+35%$20.6M$28.3M+$7.7M2026-10-21
Kestra Advisory Services, LLC
INCREASED438,674282,385+156,289+55%$17.5M$27.7M+$10.2M2026-11-02
Unique Wealth, LLC
INCREASED432,413399,413+33,000+8%$24.8M$27.3M+$2.5M2026-10-16
Keenan, LLC
INCREASED431,821382,839+48,982+13%$23.8M$27.3M+$3.5M2026-10-23
Summit Wealth Group LLC / Co
INCREASED428,55790,216+338,341+375%$5.6M$27.1M+$21.5M2026-10-29
Centerline Wealth Advisors, LLC
INCREASED418,039411,896+6,143+1%$25.6M$26.4M+$841.4K2026-10-15
Vestor Capital, LLC
INCREASED364,0932,322+361,771+15580%$112$83.2K+$83.0K2026-11-04
Copper Harbor Investment Advisors, LLC
INCREASED310,470280,205+30,265+11%$17.4M$19.6M+$2.2M2026-10-16
Arwa LLC
INCREASED294,423292,114+2,309+1%$17.7M$18.7M+$926.3K2026-10-21
CLG LLC
INCREASED293,703230,906+62,797+27%$14.3M$18.6M+$4.2M2026-10-13
Align Financial, LLC
INCREASED287,093278,264+8,829+3%$17.3M$18.1M+$864.2K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED285,975253,815+32,160+13%$15.8M$18.2M+$2.4M2026-10-13
Advantage Trust Co
INCREASED272,366264,719+7,647+3%$16.4M$17.2M+$774.6K2026-10-19
KWB Wealth
NEW260,788—+260,788——$16.5M—2026-10-16
Salus Financial Advisors, LLC
DECREASED219,932224,609-4,677-2%$14.0M$13.9M-$48.6K2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED214,82241,090+173,732+423%$2.6M$13.6M+$11.0M2026-10-29
D.A. Davidson & Co.
INCREASED210,779204,020+6,759+3%$12.7M$13.3M+$651.7K2026-10-28
First Heartland Consultants, Inc.
INCREASED203,733117,618+86,115+73%$7.3M$12.9M+$5.6M2026-10-08
Keystone Wealth Services, LLC
INCREASED200,768159,708+41,060+26%$9.9M$12.7M+$2.8M2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED199,913201,662-1,749-1%$12.5M$12.6M+$111.3K2026-10-14
SAX Wealth Advisors, LLC
DECREASED188,015193,373-5,358-3%$9.7M$11.9M+$2.2M2026-10-13
MV Capital Management, Inc.
INCREASED183,370182,511+859+0%$11.3M$11.6M+$255.1K2026-10-29
Providence Financial Advisors, LLC
INCREASED171,876163,362+8,514+5%$10.1M$10.9M+$717.9K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED158,949108,971+49,978+46%$6.8M$10.0M+$3.3M2026-11-06
Baldwin Wealth Partners LLC
DECREASED155,189158,777-3,588-2%$9.9M$9.8M-$52.1K2026-10-13
Dahring | Cusmano LLC
INCREASED152,347140,399+11,948+9%$8.7M$9.6M+$909.7K2026-11-03
Traynor Capital Management, Inc.
INCREASED151,09266,191+84,901+128%$4.1M$9.6M+$5.4M2026-10-29
Sigma Planning Corp
INCREASED149,052119,635+29,417+25%$7.4M$9.4M+$2.0M2026-10-23
Wealth Quarterback LLC
INCREASED140,421135,983+4,438+3%$8.4M$8.9M+$430.1K2026-10-20
Clear Creek Financial Management, LLC
INCREASED139,141120,334+18,807+16%$7.5M$8.8M+$1.3M2026-10-28
Bfsg, LLC
INCREASED131,796130,847+949+1%$8.1M$8.3M+$203.9K2026-10-30
New England Private Wealth Advisors LLC
INCREASED127,223117,234+9,989+9%$6.9M$8.0M+$1.1M2026-10-19
Milestone Investment Advisors LLC
INCREASED125,74154,110+71,631+132%$3.4M$7.9M+$4.6M2026-11-05
Sovran Advisors, LLC
INCREASED117,766113,094+4,672+4%$6.6M$7.1M+$493.6K2026-11-02
Dedeker Financial LLC
INCREASED117,629107,587+10,042+9%$6.7M$7.4M+$753.1K2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED114,591104,977+9,614+9%$6.5M$7.2M+$723.2K2026-10-16
MN Wealth Advisors, LLC
INCREASED106,946100,203+6,743+7%$6.2M$6.8M+$536.5K2026-10-23
Central Trust Co
INCREASED106,633106,433+200+0%$6.6M$6.7M+$129.7K2026-11-05
Atria Investments, Inc
NEW102,888—+102,888——$6.5M—2026-10-15
CRA Financial Services, LLC
INCREASED98,80091,023+7,777+9%$5.7M$6.2M+$591.7K2026-10-16
PKS Advisory Services, LLC
UNCHANGED96,67496,67400%$6.0M$6.0M$02026-10-26
Bank of New York Mellon Corp
INCREASED95,20588,033+7,172+8%$5.5M$6.0M+$550.2K2026-11-05
M Holdings Securities, Inc.
NEW94,789—+94,789——$5.5K—2026-11-03
Gilbert Capital Group, Inc.
DECREASED92,22495,420-3,196-3%$5.9M$5.8M-$97.1K2026-10-28
IFP Advisors, Inc
INCREASED89,80086,836+2,964+3%$5.4M$5.7M+$282.9K2026-10-16
Sowell Financial Services LLC
NEW87,849—+87,849——$5.6M—2026-10-23
Holos Integrated Wealth LLC
INCREASED87,31682,860+4,456+5%$5.1M$5.3M+$260.2K2026-10-23
TritonPoint Partners, LLC
INCREASED84,7698,979+75,790+844%$557.7K$5.4M+$4.8M2026-11-05
Certified Advisory Corp
INCREASED83,54165,745+17,796+27%$4.1M$5.3M+$1.2M2026-10-29
Creative Planning
INCREASED83,24176,635+6,606+9%$4.8M$5.3M+$501.8K2026-11-02
Roxbury Financial LLC
DECREASED81,98982,001-120%$5.1M$5.2M+$89.4K2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED81,89386,476-4,583-5%$5.4M$5.2M-$194.6K2026-10-14
Fifth Third Securities, Inc.
DECREASED73,90677,234-3,328-4%$4.8M$4.7M-$125.4K2026-10-21
Crosspoint Financial, LLC
INCREASED60,17814,234+45,944+323%$884.1K$3.8M+$2.9M2026-11-03
Clearwave Capital, LLC
INCREASED56,55452,145+4,409+8%$3.2M$3.6M+$336.0K2026-10-27
Variant Private Wealth, LLC
INCREASED50,50847,880+2,628+5%$3.0M$3.2M+$218.8K2026-10-21
Wagner Wealth Management, Corp
INCREASED48,22444,280+3,944+9%$2.8M$3.0M+$298.0K2026-10-20
Cedar Mountain Advisors, LLC
INCREASED43,6408,832+34,808+394%$548.6K$2.8M+$2.2M2026-10-15
Money Concepts Capital Corp
INCREASED42,76435,168+7,596+22%$2.2M$2.7M+$518.8K2026-11-06
Hicks Capital Management LLC
UNCHANGED40,49540,49500%$2.5M$2.5M$02026-10-20
Adell Harriman & Carpenter Inc
INCREASED40,13840,059+79+0%$2.5M$2.5M+$49.1K2026-11-02
Childress Capital Advisors, LLC
UNCHANGED39,90539,90500%$2.5M$2.5M+$43.9K2026-10-28
Curtis Advisory Group, LLC
NEW39,500—+39,500——$2.5M—2026-10-28
Vise Technologies, Inc.
INCREASED39,03323,049+15,984+69%$1.4M$2.5M+$1.0M2026-10-29
Brookstone Capital Management
DECREASED36,57351,101-14,528-28%$3.2M$2.3M-$862.1K2026-10-22
PUREfi Wealth, LLC
DECREASED36,33237,368-1,036-3%$2.3M$2.3M-$24.4K2026-10-19
Centurion Wealth Management LLC
INCREASED35,64133,161+2,480+7%$2.1M$2.3M+$193.2K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED35,39131,141+4,250+14%$1.9M$2.2M+$302.9K2026-10-19
Independent Financial Group, LLC
DECREASED32,83136,834-4,003-11%$2.3M$2.1M-$212.5K2026-10-13
Allen Capital Group, LLC
INCREASED32,80732,494+313+1%$2.0M$2.1M+$55.5K2026-10-27
Kingdom Financial Group Llc.
INCREASED31,80016,332+15,468+95%$1.0M$2.0M+$995.7K2026-11-04
McGlone Suttner Wealth Management, Inc.
UNCHANGED30,68130,68100%$1.9M$1.9M+$33.7K2026-10-13
Mirae Asset Global Investments Co., Ltd.
NEW30,565—+30,565——$1.9M—2026-11-03
POM Investment Strategies, LLC
INCREASED30,03020,716+9,314+45%$1.3M$1.9M+$611.5K2026-10-20
Meridian Wealth Management, LLC
INCREASED28,35028,000+350+1%$1.7M$1.8M+$52.9K2026-11-05
October Effect Ltd
DECREASED27,74028,220-480-2%$1.8M$1.8M+$7012026-10-20
Cornerstone Planning Group LLC
INCREASED27,51721,713+5,804+27%$1.3M$1.8M+$437.3K2026-10-16
Clear Investment Research, LLC
DECREASED26,86127,110-249-1%$1.7M$1.7M+$14.1K2026-11-06
Traveka Wealth, LLC
INCREASED26,49424,873+1,621+7%$1.5M$1.7M+$129.8K2026-10-19
Hobart Private Capital, LLC
DECREASED26,13326,662-529-2%$1.7M$1.7M-$4.1K2026-10-19
High Point Wealth Management, LLC
UNCHANGED26,09526,09500%$1.6M$1.6M+$28.7K2026-11-05
Farther Finance Advisors, LLC
INCREASED24,66323,086+1,577+7%$1.4M$1.6M+$125.1K2026-10-08
Worth Asset Management, LLC
DECREASED22,23923,474-1,235-5%$1.5M$1.4M-$52.3K2026-10-07
Forbes Financial Planning, Inc.
DECREASED22,00622,814-808-4%$1.4M$1.4M-$26.0K2026-10-23
Avaii Wealth Management, LLC
INCREASED21,27221,262+10+0%$1.3M$1.4M+$40.2K2026-10-09
Cabot Wealth Management Inc
NEW21,113—+21,113——$1.3M—2026-11-05
First United Bank & Trust
INCREASED21,08617,811+3,275+18%$1.1M$1.3M+$226.6K2026-10-22
Wealth Effects LLC
DECREASED21,02321,032-90%$1.3M$1.3M+$22.6K2026-10-23
KOM Wealth Management Group, LLC
INCREASED20,75819,806+952+5%$1.2M$1.3M+$82.0K2026-10-15
Elevation Wealth Management LLC
INCREASED19,28213,010+6,272+48%$808.1K$1.2M+$410.8K2026-11-02
Tandem Capital Management Corp
INCREASED18,56818,468+100+1%$1.1M$1.2M+$26.6K2026-10-22
Sugar Maple Asset Management, LLC
DECREASED18,16318,618-455-2%$1.2M$1.1M-$8.3K2026-10-13
Dickmeyer Boyce Financial Management, Inc.
INCREASED17,4995,287+12,212+231%$328.4K$1.1M+$777.7K2026-10-08
Canvas Wealth Advisors, LLC
INCREASED16,88915,598+1,291+8%$968.8K$1.0M+$51.0K2026-11-02
Sentinel Pension Advisors, LLC
INCREASED16,57916,268+311+2%$975.6K$1.0M+$72.3K2026-11-02
Schmidt P J Investment Management Inc
DECREASED15,95016,595-645-4%$1.0M$1.0M-$22.5K2026-11-02
Investmark Advisory Group LLC
INCREASED14,95613,708+1,248+9%$851.4K$945.4K+$94.0K2026-10-27
Prospera Financial Services Inc
NEW14,532—+14,532——$848.7K—2026-11-04
CoreCap Advisors, LLC
INCREASED14,50714,071+436+3%$874.0K$917.0K+$43.0K2026-10-08
Meridian Financial Advisors, LLC
DECREASED13,82714,178-351-2%$880.6K$874.0K-$6.6K2026-10-14
Apella Capital, LLC
NEW12,579—+12,579——$812.5K—2026-10-08
Marathon Wealth Advisors LLC
UNCHANGED12,45912,45900%$773.8K$787.6K+$13.7K2026-11-04
Midwest Financial Network, LLC
INCREASED12,2807,593+4,687+62%$471.6K$776.2K+$304.6K2026-10-13
Larson Financial Group LLC
INCREASED11,95811,649+309+3%$723.5K$755.9K+$32.3K2026-11-05
SFG Wealth Management, Llc.
UNCHANGED11,64711,64700%$723.4K$736.2K+$12.8K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED11,32211,245+77+1%$698.4K$715.7K+$17.2K2026-10-16
Elm3 Financial Group, LLC
DECREASED10,56712,256-1,689-14%$761.2K$667.9K-$93.3K2026-10-07
International Assets Investment Management, LLC
DECREASED10,53115,016-4,485-30%$929.1K$667.7K-$261.4K2026-11-02
Merit Financial Group, LLC
DECREASED10,42713,756-3,329-24%$854.4K$659.1K-$195.3K2026-11-06
San Luis Wealth Advisors LLC
INCREASED10,1889,620+568+6%$597.5K$644.0K+$46.5K2026-10-27
Brighton Jones LLC
INCREASED10,0709,957+113+1%$618.5K$636.5K+$18.0K2026-11-03
Koshinski Asset Management, Inc.
DECREASED9,4979,528-310%$591.8K$600.3K+$8.5K2026-10-29
LJI Wealth Management, LLC
DECREASED8,9959,095-100-1%$564.9K$568.6K+$3.7K2026-10-28
Wealthcare Capital Partners, LLC
INCREASED8,8328,022+810+10%$498.3K$558.3K+$60.0K2026-10-21
Fifth Third Bancorp
INCREASED8,5118,408+103+1%$522.2K$538.0K+$15.8K2026-11-05
FSM Wealth Advisors, LLC
DECREASED8,40210,106-1,704-17%$627.7K$533.9K-$93.7K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED8,2987,677+621+8%$476.8K$524.5K+$47.7K2026-11-05
Fisher Asset Management, LLC
DECREASED7,98710,226-2,239-22%$635.2K$504.9K-$130.3K2026-11-06
Lido Advisors, LLC
INCREASED7,0606,861+199+3%$426.2K$446.3K+$20.1K2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED7,0257,109-84-1%$441.5K$444.0K+$2.5K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,0136,938+75+1%$430.9K$443.3K+$12.4K2026-10-27
Clarity Asset Management, Inc.
DECREASED6,7867,133-347-5%$443.0K$428.9K-$14.1K2026-10-14
HBW Advisory Services LLC
DECREASED6,5737,434-861-12%$461.7K$415.5K-$46.2K2026-10-15
Harbor Investment Advisory, LLC
DECREASED6,5506,650-100-1%$413.0K$414.0K+$9952026-10-13
Onyx Bridge Wealth Group LLC
DECREASED6,4776,678-201-3%$414.8K$409.4K-$5.3K2026-10-16
Red Mountain Financial, LLC
NEW6,470—+6,470——$409.0K—2026-11-03
Asempa Wealth Advisors
DECREASED6,3746,376-20%$396.0K$404.1K+$8.1K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED6,0015,881+120+2%$365.3K$379.3K+$14.1K2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED5,9795,823+156+3%$361.7K$378.0K+$16.3K2026-10-16
YHB Investment Advisors, Inc.
UNCHANGED5,7855,78500%$359.3K$365.7K+$6.4K2026-10-08
Base Wealth Management LLC
INCREASED5,6835,581+102+2%$346.6K$359.2K+$12.6K2026-10-21
Old Mission Investment Co LLC
UNCHANGED5,6735,67300%$352.3K$358.6K+$6.2K2026-10-22
B.O.S.S. Retirement Advisors, LLC
INCREASED5,2685,212+56+1%$323.7K$333.0K+$9.3K2026-10-26
Ballew Advisors, Inc
NEW5,064—+5,064——$324.0K—2026-10-05
Montz Harcus Wealth Management LLC
NEW4,907—+4,907——$310.2K—2026-10-09
Stonebridge Financial Group, LLC
DECREASED4,8395,809-970-17%$360.8K$305.9K-$54.9K2026-10-01
Castleview Partners, LLC
DECREASED4,8289,248-4,420-48%$574.4K$305.2K-$269.2K2026-10-09
US Bancorp \de\
INCREASED4,8112,795+2,016+72%$173.6K$304.1K+$130.5K2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED4,7124,726-140%$292.4K$297.8K+$5.5K2026-10-09
FCG Investment Co
NEW4,654—+4,654——$294.2K—2026-10-13
Choreo, LLC
UNCHANGED4,5494,54900%$282.5K$287.5K+$5.0K2026-10-28
Commerce Advisors, LLC
UNCHANGED4,4604,46000%$277.0K$281.9K+$4.9K2026-10-19
Mission Wealth Management, LP
DECREASED4,3015,081-780-15%$315.6K$271.9K-$43.7K2026-10-15
Graham Capital Wealth Management, LLC
INCREASED4,2953,656+639+17%$227.1K$271.5K+$44.4K2026-10-26
Baron Wealth Management LLC
UNCHANGED4,1234,12300%$256.1K$260.6K+$4.5K2026-10-27
Woodard & Co Asset Management Group Inc
INCREASED4,1164,113+3+0%$255.5K$260.2K+$4.7K2026-11-03
Centerpoint Advisors, LLC
NEW4,001—+4,001——$253.0K—2026-11-05
Succession Financial, Inc.
INCREASED3,8723,386+486+14%$210.3K$244.7K+$34.4K2026-10-14
JB Capital LLC
NEW3,556—+3,556——$224.8K—2026-10-19
Truist Financial Corp
UNCHANGED3,4613,46100%$214.9K$218.8K+$3.8K2026-10-30
Capital CS Group, LLC
NEW3,391—+3,391——$214.4K—2026-10-29
Soltis Investment Advisors LLC
NEW3,268—+3,268——$206.6K—2026-10-28
Latitude Advisors, LLC
NEW3,027—+3,027——$191.4K—2026-10-27
Provenance Wealth Advisors, LLC
NEW2,825—+2,825——$178.6K—2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED2,7302,73000%$169.6K$172.6K+$3.0K2026-10-23
Beacon Investment Advisory Services, Inc.
NEW2,002—+2,002——$126.5K—2026-10-13
Pathway Financial Advisers, LLC
NEW1,890—+1,890——$119.5K—2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED1,6721,67200%$103.8K$105.7K+$1.8K2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED1,6091,60900%$99.9K$101.7K+$1.8K2026-10-09
Investors Research Corp
INCREASED1,601619+982+159%$38.4K$101.2K+$62.8K2026-10-07
Creative Financial Designs Inc
INCREASED1,441756+685+91%$47.0K$91.1K+$44.1K2026-11-04
Abound Wealth Management
INCREASED1,329329+1,000+304%$20.4K$84.0K+$63.6K2026-10-26
Raleigh Capital Management Inc.
UNCHANGED1,2691,26900%$78.8K$80.2K+$1.4K2026-10-28
Key Capital Management, Inc
UNCHANGED1,1381,13800%$70.7K$71.9K+$1.3K2026-11-03
Nova Financial LLC
NEW1,096—+1,096——$69.3K—2026-11-04
Root Financial Partners, LLC
NEW1,058—+1,058——$66.9K—2026-10-21
Spire Wealth Management
INCREASED1,020973+47+5%$60.4K$64.5K+$4.0K2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED66366300%$41.2K$41.9K+$7292026-11-04
MidAtlantic Capital Management, Inc.
NEW606—+606——$38.3K—2026-11-05
Montgomery Financial Services LLC
UNCHANGED60460400%$37.5K$38.2K+$6652026-11-03
Cape Investment Advisory, Inc.
UNCHANGED53453400%$33.2K$33.8K+$5872026-10-13
Key FInancial Inc
NEW431—+431——$27.2K—2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED41641600%$25.8K$26.3K+$4582026-10-27
Flagship Wealth Advisors, LLC
NEW408—+408——$25.8K—2026-11-03
Evolution Wealth Management Inc.
NEW385—+385——$24.3K—2026-10-28
Lanark Financial, Inc.
UNCHANGED36636600%$22.7K$23.1K+$4032026-10-26
Clearstead Advisors, LLC
UNCHANGED32932900%$20.4K$20.8K+$3622026-11-06
Networth Advisors, LLC
UNCHANGED24124100%$15.0K$15.2K+$2652026-11-03
Central Pacific Bank - Trust Division
UNCHANGED20220200%$12.5K$12.8K+$2222026-10-06
Westside Investment Management, Inc.
UNCHANGED20020000%$12.4K$12.6K+$2202026-11-02
Assetmark, Inc
INCREASED18450+134+268%$3.1K$11.6K+$8.5K2026-10-21
Nemes Rush Group LLC
UNCHANGED17417400%$10.8K$11.0K+$1922026-11-04
James T. Borello RIA
UNCHANGED11511500%$7.1K$7.3K+$1262026-10-16
IAG Wealth Partners, LLC
UNCHANGED11511500%$7.1K$7.3K+$1262026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED545400%$3.4K$3.4K+$592026-10-23
CX Institutional
UNCHANGED131300%$1$1$02026-10-02
Mather Group, Llc.
DECREASED15-4-80%$307$59-$2482026-10-14
Smart Wealth LLC
CLOSED079,452-79,452-100%$4.9M$0-$4.9M2026-11-04
Elevation Capital Advisory, LLC
CLOSED021,638-21,638-100%$1.3M$0-$1.3M2026-10-29
Centennial Advisors, LLC
CLOSED08,164-8,164-100%$507.1K$0-$507.1K2026-10-21
RCS Financial Planning, LLC
CLOSED05,265-5,265-100%$327.0K$0-$327.0K2026-10-14
Gould Asset Management LLC
CLOSED03,360-3,360-100%$208.7K$0-$208.7K2026-11-06
Atlatl Advisers LLC
CLOSED01,990-1,990-100%$123.6K$0-$123.6K2026-10-22
Lloyd Advisory Services, Llc.
CLOSED01,827-1,827-100%$113.5K$0-$113.5K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0730-730-100%$45.3K$0-$45.3K2026-10-14
Allworth Financial LP
CLOSED0155-155-100%$9.6K$0-$9.6K2026-11-06
EverSource Wealth Advisors, LLC
CLOSED0143-143-100%$8.9K$0-$8.9K2026-11-04
FMR LLC
N/A—18,629,104-18,629,104-100%$1.2B———
JPMorgan Chase & Co
N/A—8,909,063-8,909,063-100%$545.5M———
Dynasty Wealth Management, LLC
N/A—7,054,864-7,054,864-100%$438.2M———
Envestnet Asset Management Inc
N/A—2,859,109-2,859,109-100%$177.6M———
Huntington National Bank
N/A—1,906,730-1,906,730-100%$118.4M———
Morgan Stanley
N/A—1,817,581-1,817,581-100%$112.9M———
Cetera Investment Advisers
N/A—1,653,412-1,653,412-100%$102.7M———
Bank of America Corp
N/A—1,617,479-1,617,479-100%$100.5M———
OneDigital Investment Advisors LLC
N/A—1,566,892-1,566,892-100%$97.3M———
Wells Fargo & Company
N/A—1,297,797-1,297,797-100%$80.6M———
Storgate, LLC
N/A—1,274,528-1,274,528-100%$79.2M———
MML Investors Services, LLC
N/A—1,253,451-1,253,451-100%$77.9M———
Northwestern Mutual Wealth Management Co
N/A—859,302-859,302-100%$53.4M———
UBS Group AG
N/A—844,821-844,821-100%$52.5M———
Focus Partners Wealth
N/A—702,907-702,907-100%$43.7M———
Capital Analysts, LLC
N/A—578,034-578,034-100%$35.9M———
Advyzon Investment Management, LLC
N/A—526,304-526,304-100%$32.7M———
AssuredPartners Investment Advisors, LLC
N/A—423,883-423,883-100%$26.3M———
Daybright Advisory Services, Inc.
N/A—339,153-339,153-100%$20.3M———
Arkadios Wealth Advisors
N/A—337,332-337,332-100%$21.0M———
Jones Financial Companies Lllp
N/A—331,122-331,122-100%$19.8M———
MAI Capital Management
N/A—328,599-328,599-100%$20.4M———
HighTower Advisors, LLC
N/A—302,402-302,402-100%$18.8M———
Great Valley Advisor Group, Inc.
N/A—274,340-274,340-100%$17.0M———
&partners
N/A—265,078-265,078-100%$16.4M———
Storen Legacy Partners, LLC
N/A—252,319-252,319-100%$15.7M———
Barnes Pettey Financial Advisors, LLC
N/A—251,678-251,678-100%$15.6M———
Osaic Holdings, Inc.
N/A—222,756-222,756-100%$13.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—203,998-203,998-100%$12.7M———
Janney Montgomery Scott LLC
N/A—166,430-166,430-100%$10.3M———
Principal Securities, Inc.
N/A—166,094-166,094-100%$10.3M———
Stifel Financial Corp
N/A—156,508-156,508-100%$9.7M———
Menora Mivtachim Holdings Ltd.
N/A—136,270-136,270-100%$8.5M———
Broadleaf Partners, LLC
N/A—119,988-119,988-100%$7.5M———
Per Stirling Capital Management, Llc.
N/A—117,242-117,242-100%$7.3M———
Essex Financial Services, Inc.
N/A—106,179-106,179-100%$6.6M———
AE Wealth Management LLC
N/A—102,227-102,227-100%$6.3M———
Harbour Investments, Inc.
N/A—101,407-101,407-100%$6.3M———
FIL Ltd
N/A—93,078-93,078-100%$5.8M———
Kingsview Wealth Management, LLC
N/A—88,860-88,860-100%$5.5M———
Mutual Advisors, LLC
N/A—86,452-86,452-100%$5.4M———
Arax Advisory Partners
N/A—78,989-78,989-100%$4.9M———
Quotient Wealth Partners, LLC
N/A—77,694-77,694-100%$4.8M———
Rockefeller Capital Management L.P.
N/A—77,651-77,651-100%$4.8M———
Rollins Financial Advisors, LLC
N/A—76,699-76,699-100%$4.8M———
Captrust Financial Advisors
N/A—65,076-65,076-100%$4.0M———
Raymond James Financial Inc
N/A—61,490-61,490-100%$3.8M———
Aptus Capital Advisors, LLC
N/A—57,909-57,909-100%$3.6M———
Cary Street Partners Financial LLC
N/A—54,328-54,328-100%$3.4M———
Cozad Asset Management Inc
N/A—48,266-48,266-100%$3.0M———
Sequent Asset Management, LLC
N/A—47,543-47,543-100%$3.0M———
Stonebridge Financial Group, LLC / MO
N/A—43,758-43,758-100%$2.7M———
WCG Wealth Advisors LLC
N/A—42,444-42,444-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—35,381-35,381-100%$2.2M———
Kintra Wealth, LLC
N/A—34,303-34,303-100%$2.2M———
AQR Capital Management LLC
N/A—28,808-28,808-100%$1.8M———
Bradley Foster & Sargent Inc
N/A—28,398-28,398-100%$1.8M———
17 Capital Partners, LLC
N/A—27,717-27,717-100%$1.7M———
Empowered Funds, LLC
N/A—27,186-27,186-100%$1.7M———
Cambria Investment Management, L.P.
N/A—27,186-27,186-100%$1.7M———
Sachetta, LLC
N/A—25,532-25,532-100%$1.6M———
Calton & Associates, Inc.
N/A—23,889-23,889-100%$1.5M———
Delta Investment Management, LLC
N/A—20,268-20,268-100%$1.3M———
Natixis Advisors, LLC
N/A—20,001-20,001-100%$1.2M———
Susquehanna International Group, LLP
N/A—19,577-19,577-100%$1.2M———
Western Wealth Management, LLC
N/A—17,413-17,413-100%$1.1M———
Yarger Wealth Strategies, LLC
N/A—17,214-17,214-100%$1.1M———
Savvy Advisors, Inc.
N/A—16,955-16,955-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—16,694-16,694-100%$1.0M———
Mercer Global Advisors Inc
N/A—15,714-15,714-100%$976.0K———
NewEdge Advisors, LLC
N/A—15,180-15,180-100%$942.8K———
Ameriprise Financial Inc
N/A—14,852-14,852-100%$922.5K———
Axis Wealth Partners, LLC
N/A—14,516-14,516-100%$901.6K———
Investment Advisory Group, LLC
N/A—13,601-13,601-100%$844.7K———
Cerity Partners LLC
N/A—13,130-13,130-100%$816.0K———
Barnes Wealth Management Group, Inc
N/A—12,022-12,022-100%$746.7K———
Mariner, LLC
N/A—11,270-11,270-100%$700.0K———
Prostatis Group LLC
N/A—10,492-10,492-100%$651.7K———
Florida Financial Advisors, LLC
N/A—9,916-9,916-100%$615.9K———
Geneos Wealth Management Inc.
N/A—9,687-9,687-100%$601.7K———
O'shaughnessy Asset Management, LLC
N/A—9,469-9,469-100%$588.1K———
FSA Advisors, Inc.
N/A—8,624-8,624-100%$535.7K———
Ausdal Financial Partners, Inc.
N/A—7,934-7,934-100%$492.8K———
New Insight Wealth Advisors
N/A—7,649-7,649-100%$475.1K———
Ascent Advisors, LLC
N/A—7,163-7,163-100%$443.1K———
LGT Financial Advisors LLC
N/A—6,975-6,975-100%$433.2K———
Innovative Asset Advisors Group, LLC
N/A—6,862-6,862-100%$426.2K———
EP Wealth Advisors, LLC
N/A—6,637-6,637-100%$412.3K———
Rehmann Capital Advisory Group
N/A—6,346-6,346-100%$394.2K———
Snowden Capital Advisors LLC
N/A—6,197-6,197-100%$384.9K———
Stratos Wealth Partners, Ltd.
N/A—5,838-5,838-100%$362.6K———
GTS Securities LLC
N/A—5,818-5,818-100%$361.4K———
Regal Investment Advisors LLC
N/A—5,736-5,736-100%$356.2K———
Arcus Capital Partners, LLC
N/A—5,531-5,531-100%$343.5K———
Swan Capital LLC
N/A—5,488-5,488-100%$340.9K———
Brookwood Investment Group LLC
N/A—5,238-5,238-100%$325.3K———
Fort Sheridan Advisors LLC
N/A—5,120-5,120-100%$318.0K———
Ameritas Advisory Services, LLC
N/A—4,914-4,914-100%$305.2K———
Quantinno Capital Management LP
N/A—4,828-4,828-100%$299.9K———
Benjamin Edwards Inc
N/A—4,578-4,578-100%$284.3K———
Fiduciary Group, LLC
N/A—4,576-4,576-100%$284.2K———
Thoroughbred Financial Services, LLC
N/A—4,481-4,481-100%$278.0K———
Boston Partners
N/A—4,453-4,453-100%$276.6K———
Jaffetilchin Investment Partners, LLC
N/A—4,086-4,086-100%$253.8K———
MWA Asset Management
N/A—4,055-4,055-100%$251.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,960-3,960-100%$246.0K———
Waverly Advisors, LLC
N/A—3,813-3,813-100%$236.8K———
Nwam LLC
N/A—3,646-3,646-100%$226.5K———
Impact Partnership Wealth, LLC
N/A—3,533-3,533-100%$219.4K———
Beacon Pointe Advisors, LLC
N/A—3,490-3,490-100%$216.8K———
SHP Wealth Management
N/A—3,380-3,380-100%$210.0K———
Bank of Montreal
N/A—2,418-2,418-100%$150.2K———
Ogorek Anthony Joseph
N/A—1,932-1,932-100%$119.0K———
BlackRock, Inc.
N/A—1,500-1,500-100%$93.2K———
Steward Partners Investment Advisory, LLC
N/A—1,279-1,279-100%$79.4K———
Mark Sheptoff Financial Planning, LLC
N/A—1,250-1,250-100%$77.6K———
Darwin Wealth Management, LLC
N/A—1,000-1,000-100%$62.1K———
Meramec Financial Planners, LLC
N/A—753-753-100%$44.3K———
IFG Advisory, LLC
N/A—633-633-100%$39.3K———
Ancora Advisors LLCA
N/A—568-568-100%$35.3K———
Global Retirement Partners, LLC
N/A—530-530-100%$32.9K———
Hantz Financial Services, Inc.
N/A—476-476-100%$30———
Steigerwald, Gordon & Koch Inc.
N/A—400-400-100%$24.8K———
Bartlett & Co. Wealth Management LLC
N/A—295-295-100%$18.3K———
Fiduciary Financial Advisors
N/A—281-281-100%$17.5K———
Cbiz Investment Advisory Services, LLC
N/A—240-240-100%$12.0K———
Founders Financial Alliance, LLC
N/A—161-161-100%$10.0K———
Royal Bank of Canada
N/A—117-117-100%$7.0K———
LRI Investments, LLC
N/A—100-100-100%$6.2K———
Smartleaf Asset Management LLC
N/A—76-76-100%$4.7K———
Atomic Invest LLC
N/A—70-70-100%$4.3K———
Atlantic Union Bankshares Corp
N/A—68-68-100%$4.2K———
Vanguard Advisers Inc
N/A—37-37-100%$2.3K———
Strive Financial Group,LLC
N/A—34-34-100%$2.1K———
Showing 348 of 348 institutions