IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC706,326

0.0% of portfolio$29.2M

Berman McAleer LLC330,778

1.6% of portfolio$13.7M

Wealth Enhancement Advisory Services, LLC188,361

0.0% of portfolio$7.9M

Centennial Wealth Advisory LLC83,847

0.7% of portfolio$3.5M

Kestra Advisory Services, LLC56,682

0.0% of portfolio$2.3M

Cambridge Investment Research Advisors, Inc.28,764

0.0% of portfolio$1.2M

Sovran Advisors, LLC28,434

0.1% of portfolio$1.2M

Beacon Capital Management, LLC16,564

0.1% of portfolio$683.6K

LPL Financial LLC14,145

0.0% of portfolio$583.8K

Kestra Private Wealth Services, LLC11,723

0.0% of portfolio$483.8K

Western Wealth Management, LLC11,172

0.0% of portfolio$304.8K

Williams & Novak Wealth Management, LLC10,279

0.3% of portfolio$424.2K

High Point Wealth Management, LLC6,263

0.2% of portfolio$258.5K

Brighton Jones LLC6,076

0.0% of portfolio$250.8K

Alliance Wealth Advisors, LLC5,301

0.1% of portfolio$218.8K

Evolution Wealth Management Inc.1,503

0.0% of portfolio$62.0K

IFG Advisory, LLC842

0.0% of portfolio$34.7K

Bank of Montreal490

0.0% of portfolio$20.2K

Harbour Investments, Inc.447

0.0% of portfolio$18.4K

Root Financial Partners, LLC415

0.0% of portfolio$17.1K

Quest 10 Wealth Builders, Inc.110

0.0% of portfolio$4.5K

Geneos Wealth Management Inc.109

0.0% of portfolio$4.5K

Key Capital Management, Inc104

0.0% of portfolio$4.3K

Blue Trust, Inc.1

0.0% of portfolio$47

Raleigh Capital Management Inc.1

0.0% of portfolio$26

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	706,326	$29.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Berman McAleer LLC	330,778	$13.7M	1.6%	ETF	Very Low	Timonium, MD	2026-10-16
Wealth Enhancement Advisory Services, LLC	188,361	$7.9M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Centennial Wealth Advisory LLC	83,847	$3.5M	0.7%	ETF	Low	Traverse City, MI	2026-10-16
Kestra Advisory Services, LLC	56,682	$2.3M	0.0%	Index	Low	Austin, TX	2026-11-02
Cambridge Investment Research Advisors, Inc.	28,764	$1.2M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Sovran Advisors, LLC	28,434	$1.2M	0.1%	ETF	Medium	San Diego, CA	2026-11-02
Beacon Capital Management, LLC	16,564	$683.6K	0.1%	ETF	Medium	Franklin, TN	2026-10-23
LPL Financial LLC	14,145	$583.8K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Kestra Private Wealth Services, LLC	11,723	$483.8K	0.0%	Growth	Low	Austin, TX	2026-11-06
Western Wealth Management, LLC	11,172	$304.8K	0.0%	ETF	Low	Golden, CO	2026-11-09
Williams & Novak Wealth Management, LLC	10,279	$424.2K	0.3%	ETF	Medium	Westlake Village, CA	2026-10-09
High Point Wealth Management, LLC	6,263	$258.5K	0.2%	ETF	Low	Chester, NJ	2026-11-05
Brighton Jones LLC	6,076	$250.8K	0.0%	Core	Low	Seattle, WA	2026-11-03
Alliance Wealth Advisors, LLC	5,301	$218.8K	0.1%	Core	Very Low	Scranton, PA	2026-10-14
Evolution Wealth Management Inc.	1,503	$62.0K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
IFG Advisory, LLC	842	$34.7K	0.0%	ETF	Low	Atlanta, GA	2026-11-09
Bank of Montreal	490	$20.2K	0.0%	Core	Medium	Toronto, Australia	2026-11-09
Harbour Investments, Inc.	447	$18.4K	0.0%	ETF	Low	Madison, WI	2026-11-09
Root Financial Partners, LLC	415	$17.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Quest 10 Wealth Builders, Inc.	110	$4.5K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Geneos Wealth Management Inc.	109	$4.5K	0.0%	ETF	Low	Englewood, CO	2026-11-09
Key Capital Management, Inc	104	$4.3K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Blue Trust, Inc.	1	$47	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Raleigh Capital Management Inc.	1	$26	0.0%	Core	Medium	Cary, NC	2026-10-28