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Fidelity Msci Energy Index (FENY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares1,774,128 from 1,698,505
Change+75,623 (+4%)
Value$60.1M (+$9.9M)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares918,918 from 30,374
Change+888,544 (+2925%)
Value$31.2M (+$30.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares786,628 from 1,157,609
Change-370,981 (-32%)
Value$26.7M (-$7.6M)
Filed 2026-11-02
AGF Management LTD
INCREASED
Shares751,929 from 743,673
Change+8,256 (+1%)
Value$25.5M (+$3.5M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares314,893 from 234,246
Change+80,647 (+34%)
Value$10.7M (+$3.8M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares246,189 from 199,290
Change+46,899 (+24%)
Value$8.3M (+$2.5M)
Filed 2026-11-02
Scheeler Financial LLC
NEW
Shares187,183
Change+187,183
Value$6.3M
Filed 2026-10-13
Gimbal Financial
NEW
Shares180,798
Change+180,798
Value$6.1M
Filed 2026-10-19
Eley Financial Management, Inc
INCREASED
Shares163,553 from 162,406
Change+1,147 (+1%)
Value$5.5M (+$743.7K)
Filed 2026-11-03
Traynor Capital Management, Inc.
DECREASED
Shares144,872 from 145,534
Change-662 (0%)
Value$4.9M (+$609.2K)
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares140,755 from 145,120
Change-4,365 (-3%)
Value$4.8M (+$481.9K)
Filed 2026-10-19
KCM Investment Advisors LLC
DECREASED
Shares124,937 from 131,281
Change-6,344 (-5%)
Value$4.2M (+$354.7K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares118,141 from 121,783
Change-3,642 (-3%)
Value$4.0M (+$405.0K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
INCREASED
Shares115,800 from 113,515
Change+2,285 (+2%)
Value$3.9M (+$570.1K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares108,976 from 100,060
Change+8,916 (+9%)
Value$3.7M (+$736.0K)
Filed 2026-10-26
Wealth Quarterback LLC
INCREASED
Shares104,969 from 100,204
Change+4,765 (+5%)
Value$3.6M (+$596.4K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares104,330 from 106,348
Change-2,018 (-2%)
Value$3.5M (+$393.2K)
Filed 2026-11-05
New Capital Management LP
NEW
Shares104,275
Change+104,275
Value$3.5M
Filed 2026-10-29
Yoder Wealth Management, Inc.
DECREASED
Shares98,811 from 101,016
Change-2,205 (-2%)
Value$3.3M (+$363.7K)
Filed 2026-10-13
Southern Capital Advisors, LLC
NEW
Shares91,159
Change+91,159
Value$3.1M
Filed 2026-10-26
Trail Ridge Investment Advisors, LLC
INCREASED
Shares88,215 from 88,197
Change+18 (+0%)
Value$3.0M (+$383.4K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares70,960 from 46,266
Change+24,694 (+53%)
Value$2.4M (+$1.0M)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares63,229 from 16,877
Change+46,352 (+275%)
Value$2.1M (+$1.6M)
Filed 2026-11-05
Lynch & Associates
DECREASED
Shares61,122 from 61,490
Change-368 (-1%)
Value$2.1M (+$254.4K)
Filed 2026-10-13
Aspetuck Financial Management LLC
DECREASED
Shares60,190 from 60,890
Change-700 (-1%)
Value$2.0M (+$240.5K)
Filed 2026-11-04
Sheets Smith Wealth Management
INCREASED
Shares56,527 from 38,847
Change+17,680 (+46%)
Value$1.9M (+$767.9K)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares55,778 from 56,604
Change-826 (-1%)
Value$1.9M (+$217.7K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares55,690 from 64,171
Change-8,481 (-13%)
Value$1.9M (-$9.0K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares52,898 from 59,367
Change-6,469 (-11%)
Value$1.8M (+$38.4K)
Filed 2026-11-04
Penobscot Wealth Management
INCREASED
Shares47,396 from 45,112
Change+2,284 (+5%)
Value$1.6M (+$273.2K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares44,478 from 23,030
Change+21,448 (+93%)
Value$1.5M (+$827.0K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares42,558 from 41,964
Change+594 (+1%)
Value$1.4M (+$202.3K)
Filed 2026-10-26
Smith Salley Wealth Management
DECREASED
Shares41,031 from 41,076
Change-45 (0%)
Value$1.4M (+$176.7K)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares37,730 from 39,350
Change-1,620 (-4%)
Value$1.3M (+$115.9K)
Filed 2026-10-28
EPG Wealth Management LLC
INCREASED
Shares36,222 from 35,794
Change+428 (+1%)
Value$1.2M (+$169.8K)
Filed 2026-11-03
Heck Capital Advisors, LLC
INCREASED
Shares35,958 from 10,587
Change+25,371 (+240%)
Value$1.2M (+$906.0K)
Filed 2026-10-14
Elevation Wealth Management LLC
INCREASED
Shares34,034 from 26,664
Change+7,370 (+28%)
Value$1.2M (+$365.6K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares33,181 from 30,137
Change+3,044 (+10%)
Value$1.1M (+$234.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares26,452 from 28,040
Change-1,588 (-6%)
Value$896.7K (+$67.9K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,273 from 23,144
Change+2,129 (+9%)
Value$908.1K (+$199.9K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares24,918 from 6,979
Change+17,939 (+257%)
Value$844.7K (+$638.4K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW
Shares23,726
Change+23,726
Value$804.3K
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares23,436 from 24,202
Change-766 (-3%)
Value$794.5K (+$79.1K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares23,396 from 23,417
Change-21 (0%)
Value$793.1K (+$100.9K)
Filed 2026-10-22
KDK Private Wealth Management, LLC
DECREASED
Shares23,340 from 23,372
Change-32 (0%)
Value$791.2K (+$100.3K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares22,782 from 22,712
Change+70 (+0%)
Value$772.3K (+$100.9K)
Filed 2026-10-29
Castleview Partners, LLC
INCREASED
Shares22,422 from 22,323
Change+99 (+0%)
Value$760.1K (+$100.2K)
Filed 2026-10-09
Roxbury Financial LLC
DECREASED
Shares21,742 from 21,900
Change-158 (-1%)
Value$737.1K (+$89.7K)
Filed 2026-10-01
Secure Asset Management, LLC
INCREASED
Shares20,985 from 15,235
Change+5,750 (+38%)
Value$711.4K (+$261.0K)
Filed 2026-10-19
American National Bank & Trust
INCREASED
Shares20,494 from 19,280
Change+1,214 (+6%)
Value$694.7K (+$125.0K)
Filed 2026-10-07
Core Wealth Partners LLC
UNCHANGED
Shares18,907 from 18,907
Change0 (0%)
Value$640.9K (+$82.1K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares18,788 from 18,882
Change-94 (0%)
Value$636.9K (+$78.8K)
Filed 2026-10-28
Smith Shellnut Wilson LLC
INCREASED
Shares17,770 from 8,605
Change+9,165 (+107%)
Value$602.4K (+$348.0K)
Filed 2026-10-21
Cap Partners, LLC
INCREASED
Shares17,061 from 16,906
Change+155 (+1%)
Value$578.4K (+$78.6K)
Filed 2026-10-19
Strategic Advisors LLC
INCREASED
Shares16,890 from 16,799
Change+91 (+1%)
Value$572.6K (+$76.0K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares16,279 from 16,341
Change-62 (0%)
Value$551.9K (+$68.8K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED
Shares15,915 from 15,835
Change+80 (+1%)
Value$539.5K (+$71.5K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares13,724 from 13,699
Change+25 (+0%)
Value$465.2K (+$27.5K)
Filed 2026-10-16
Investmark Advisory Group LLC
INCREASED
Shares13,000 from 8,965
Change+4,035 (+45%)
Value$440.7K (+$175.7K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares12,307 from 13,744
Change-1,437 (-10%)
Value$417.2K (+$11.0K)
Filed 2026-10-08
TrueWealth Advisors, LLC
INCREASED
Shares11,874 from 11,586
Change+288 (+2%)
Value$402.5K (+$60.0K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares11,394 from 11,394
Change0 (0%)
Value$386.3K (+$49.5K)
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares10,660 from 10,675
Change-15 (0%)
Value$361.4K (+$45.8K)
Filed 2026-10-08
LJI Wealth Management, LLC
DECREASED
Shares10,295 from 11,820
Change-1,525 (-13%)
Value$349.0K (-$398)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares10,250 from 8,084
Change+2,166 (+27%)
Value$347.5K (+$108.5K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares10,222 from 9,713
Change+509 (+5%)
Value$346.5K (+$59.4K)
Filed 2026-10-19
AA Financial Advisors, LLC
DECREASED
Shares9,839 from 10,203
Change-364 (-4%)
Value$333.5K (+$32.0K)
Filed 2026-10-19
Elm3 Financial Group, LLC
NEW
Shares9,815
Change+9,815
Value$332.7K
Filed 2026-10-07
Brighton Jones LLC
INCREASED
Shares9,396 from 9,341
Change+55 (+1%)
Value$318.5K (+$42.4K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
UNCHANGED
Shares9,375 from 9,375
Change0 (0%)
Value$317.8K (+$40.7K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares9,085 from 6,791
Change+2,294 (+34%)
Value$308.0K (+$107.2K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
INCREASED
Shares8,880 from 8,855
Change+25 (+0%)
Value$301.0K (+$39.3K)
Filed 2026-10-14
CRA Financial Services, LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$294.9K (+$37.8K)
Filed 2026-10-16
Modera Wealth Management, LLC
UNCHANGED
Shares8,636 from 8,636
Change0 (0%)
Value$292.8K (+$37.5K)
Filed 2026-10-28
BCS Wealth Management
UNCHANGED
Shares8,603 from 8,603
Change0 (0%)
Value$291.6K (+$37.3K)
Filed 2026-11-03
Fee-Only Financial Planning, L.C.
DECREASED
Shares8,500 from 8,940
Change-440 (-5%)
Value$288.2K (+$23.9K)
Filed 2026-10-23
Monte Financial Group, LLC
INCREASED
Shares7,467 from 7,419
Change+48 (+1%)
Value$253.1K (+$7.9K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares7,464 from 4,725
Change+2,739 (+58%)
Value$253.0K (+$113.4K)
Filed 2026-11-04
Soltis Investment Advisors LLC
NEW
Shares7,152
Change+7,152
Value$242.4K
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares7,100 from 7,552
Change-452 (-6%)
Value$240.7K (+$17.4K)
Filed 2026-11-03
Fischer Financial Services, Inc.
DECREASED
Shares6,803 from 7,228
Change-425 (-6%)
Value$230.6K (+$17.0K)
Filed 2026-10-30
Wealth Dimensions Group, Ltd.
DECREASED
Shares6,766 from 7,248
Change-482 (-7%)
Value$229.4K (+$15.1K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares6,762 from 7,105
Change-343 (-5%)
Value$229.2K (+$19.2K)
Filed 2026-10-22
HUB Investment Partners, LLC
NEW
Shares6,335
Change+6,335
Value$214.7K
Filed 2026-11-03
Imc-Chicago, LLC
NEW
Shares6,242
Change+6,242
Value$211.6K
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares6,202
Change+6,202
Value$210.0K
Filed 2026-11-05
Almanack Investment Partners, Llc.
NEW
Shares6,058
Change+6,058
Value$205.4K
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares6,037 from 6,010
Change+27 (+0%)
Value$204.6K (+$27.0K)
Filed 2026-11-05
MGO One Seven LLC
NEW
Shares5,902
Change+5,902
Value$200.1K
Filed 2026-10-28
Buck Wealth Strategies, LLC
DECREASED
Shares4,829 from 5,044
Change-215 (-4%)
Value$163.7K (+$14.6K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares3,804 from 3,825
Change-21 (-1%)
Value$129 (+$16)
Filed 2026-10-02
Burk Holdings LLC
UNCHANGED
Shares3,641 from 3,641
Change0 (0%)
Value$123.4K (+$15.8K)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares3,166 from 3,147
Change+19 (+1%)
Value$107.3K (+$14.3K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares2,632 from 2,598
Change+34 (+1%)
Value$89.2K (+$12.4K)
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$84.8K (+$10.9K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares2,284 from 2,281
Change+3 (+0%)
Value$77.4K (+$10.0K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares2,227
Change+2,227
Value$75.5K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares1,828 from 894
Change+934 (+104%)
Value$62.0K (+$35.6K)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$57.2K (+$7.3K)
Filed 2026-11-05
Align Financial, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$49.0K (+$6.3K)
Filed 2026-10-16
Holos Integrated Wealth LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$44.6K (+$8.2K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$40.7K (+$5.2K)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$27.0K (+$27.0K)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares784
Change+784
Value$26.6K
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares732 from 10,376
Change-9,644 (-93%)
Value$24.8K (-$281.9K)
Filed 2026-11-04
Global Trust Asset Management, LLC
NEW
Shares731
Change+731
Value$24.8K
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$23.8K (+$3.0K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
INCREASED
Shares673 from 669
Change+4 (+1%)
Value$22.8K (+$3.0K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$20.5K (+$2.6K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$16.6K (+$2.1K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares438 from 436
Change+2 (+0%)
Value$14.9K (+$2.0K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares405 from 281
Change+124 (+44%)
Value$13.7K (+$5.4K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares392 from 390
Change+2 (+1%)
Value$13.3K (+$1.8K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
DECREASED
Shares370 from 506
Change-136 (-27%)
Value$12.5K (-$2.4K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares356 from 174
Change+182 (+105%)
Value$12.1K (+$6.9K)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$11.3K (+$1.5K)
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$11.0K (+$1.4K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares307 from 196
Change+111 (+57%)
Value$10.4K (+$4.6K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10 (+$1)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$9.0K (+$1.2K)
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$7.9K (+$1.0K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares216
Change+216
Value$7.3K
Filed 2026-10-27
Mascoma Wealth Management LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$7.1K (+$907)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$7.1K (+$903)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$7.1K (+$903)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$5.2K (+$660)
Filed 2026-10-16
1620 Investment Advisors, Inc.
NEW
Shares144
Change+144
Value$4.9K
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares135
Change+135
Value$4.7K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$4.1K (+$525)
Filed 2026-10-14
Vision Financial Markets LLC
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$3.6K (+$558)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$3.2K (+$408)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares86 from 85
Change+1 (+1%)
Value$2.9K (+$387)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$2.6K (+$334)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.2K (+$283)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares50 from 734
Change-684 (-93%)
Value$1.7K (-$20.0K)
Filed 2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.7K (+$217)
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.6K (+$344)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.3K (+$205)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares25
Change+25
Value$840
Filed 2026-10-21
Birchbrook, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$678 (+$86)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$102 (+$13)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 19,927
Change-19,927 (-100%)
Value$0 (-$589.0K)
Filed 2026-10-16
HBW Advisory Services LLC
CLOSED
Shares0 from 8,609
Change-8,609 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-15
Redwood Financial Network Corp
CLOSED
Shares0 from 6,928
Change-6,928 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-03
VCI Wealth Management LLC
CLOSED
Shares0 from 6,778
Change-6,778 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 2,781
Change-2,781 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$627.7K (+$81.8K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 2,479,793
Change-2,479,793 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,516,919
Change-1,516,919 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 992,806
Change-992,806 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 974,225
Change-974,225 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 932,861
Change-932,861 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 604,338
Change-604,338 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 452,228
Change-452,228 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 293,300
Change-293,300 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 279,901
Change-279,901 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 273,316
Change-273,316 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 267,547
Change-267,547 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 243,597
Change-243,597 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 234,404
Change-234,404 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 198,321
Change-198,321 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 188,477
Change-188,477 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 188,225
Change-188,225 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 174,919
Change-174,919 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 157,926
Change-157,926 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 143,520
Change-143,520 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 115,954
Change-115,954 (-100%)
Value—
FMR LLC
N/A
Shares— from 115,710
Change-115,710 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 109,117
Change-109,117 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 107,706
Change-107,706 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,971
Change-99,971 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 99,734
Change-99,734 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 99,557
Change-99,557 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 99,033
Change-99,033 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 93,347
Change-93,347 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 78,282
Change-78,282 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 72,268
Change-72,268 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 68,044
Change-68,044 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,194
Change-67,194 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,917
Change-65,917 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 61,351
Change-61,351 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 58,256
Change-58,256 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,893
Change-57,893 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 52,061
Change-52,061 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 50,555
Change-50,555 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,172
Change-46,172 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 44,945
Change-44,945 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,483
Change-41,483 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,475
Change-40,475 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,152
Change-39,152 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 37,800
Change-37,800 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,833
Change-34,833 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 33,717
Change-33,717 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 32,757
Change-32,757 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 30,035
Change-30,035 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 28,757
Change-28,757 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 26,476
Change-26,476 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 26,049
Change-26,049 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,918
Change-24,918 (-100%)
Value—
Bank of Marin
N/A
Shares— from 24,898
Change-24,898 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,355
Change-24,355 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 23,643
Change-23,643 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,726
Change-19,726 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 18,389
Change-18,389 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,163
Change-16,163 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,119
Change-16,119 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,961
Change-15,961 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,743
Change-15,743 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,673
Change-15,673 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,452
Change-15,452 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,692
Change-14,692 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 14,498
Change-14,498 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,835
Change-13,835 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,572
Change-9,572 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 978
Change-978 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 585
Change-585 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 168
Change-168 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 95
Change-95 (-100%)
Value—
Motco
N/A
Shares— from 87
Change-87 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED1,774,1281,698,505+75,623+4%$50.2M$60.1M+$9.9M2026-11-04
Vicus Capital
INCREASED918,91830,374+888,544+2925%$897.8K$31.2M+$30.3M2026-11-05
Commonwealth Equity Services, LLC
DECREASED786,6281,157,609-370,981-32%$34.2M$26.7M-$7.6M2026-11-02
AGF Management LTD
INCREASED751,929743,673+8,256+1%$22.0M$25.5M+$3.5M2026-11-03
Bank of New York Mellon Corp
INCREASED314,893234,246+80,647+34%$6.9M$10.7M+$3.8M2026-11-05
Kestra Advisory Services, LLC
INCREASED246,189199,290+46,899+24%$5.9M$8.3M+$2.5M2026-11-02
Scheeler Financial LLC
NEW187,183—+187,183——$6.3M—2026-10-13
Gimbal Financial
NEW180,798—+180,798——$6.1M—2026-10-19
Eley Financial Management, Inc
INCREASED163,553162,406+1,147+1%$4.8M$5.5M+$743.7K2026-11-03
Traynor Capital Management, Inc.
DECREASED144,872145,534-6620%$4.3M$4.9M+$609.2K2026-10-29
Financial Partners Group, Inc
DECREASED140,755145,120-4,365-3%$4.3M$4.8M+$481.9K2026-10-19
KCM Investment Advisors LLC
DECREASED124,937131,281-6,344-5%$3.9M$4.2M+$354.7K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED118,141121,783-3,642-3%$3.6M$4.0M+$405.0K2026-11-02
Maltin Wealth Management, Inc.
INCREASED115,800113,515+2,285+2%$3.4M$3.9M+$570.1K2026-10-13
Park Avenue Securities LLC
INCREASED108,976100,060+8,916+9%$3.0M$3.7M+$736.0K2026-10-26
Wealth Quarterback LLC
INCREASED104,969100,204+4,765+5%$3.0M$3.6M+$596.4K2026-10-20
Jacobi Capital Management LLC
DECREASED104,330106,348-2,018-2%$3.1M$3.5M+$393.2K2026-11-05
New Capital Management LP
NEW104,275—+104,275——$3.5M—2026-10-29
Yoder Wealth Management, Inc.
DECREASED98,811101,016-2,205-2%$3.0M$3.3M+$363.7K2026-10-13
Southern Capital Advisors, LLC
NEW91,159—+91,159——$3.1M—2026-10-26
Trail Ridge Investment Advisors, LLC
INCREASED88,21588,197+18+0%$2.6M$3.0M+$383.4K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED70,96046,266+24,694+53%$1.4M$2.4M+$1.0M2026-10-30
Meridian Wealth Management, LLC
INCREASED63,22916,877+46,352+275%$498.9K$2.1M+$1.6M2026-11-05
Lynch & Associates
DECREASED61,12261,490-368-1%$1.8M$2.1M+$254.4K2026-10-13
Aspetuck Financial Management LLC
DECREASED60,19060,890-700-1%$1.8M$2.0M+$240.5K2026-11-04
Sheets Smith Wealth Management
INCREASED56,52738,847+17,680+46%$1.1M$1.9M+$767.9K2026-10-16
Financial Perspectives, Inc
DECREASED55,77856,604-826-1%$1.7M$1.9M+$217.7K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED55,69064,171-8,481-13%$1.9M$1.9M-$9.0K2026-10-22
Citigroup Inc
DECREASED52,89859,367-6,469-11%$1.8M$1.8M+$38.4K2026-11-04
Penobscot Wealth Management
INCREASED47,39645,112+2,284+5%$1.3M$1.6M+$273.2K2026-10-21
Cullen T Bankers, Inc.
INCREASED44,47823,030+21,448+93%$680.8K$1.5M+$827.0K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED42,55841,964+594+1%$1.2M$1.4M+$202.3K2026-10-26
Smith Salley Wealth Management
DECREASED41,03141,076-450%$1.2M$1.4M+$176.7K2026-11-03
Parsons Capital Management Inc
DECREASED37,73039,350-1,620-4%$1.2M$1.3M+$115.9K2026-10-28
EPG Wealth Management LLC
INCREASED36,22235,794+428+1%$1.1M$1.2M+$169.8K2026-11-03
Heck Capital Advisors, LLC
INCREASED35,95810,587+25,371+240%$312.9K$1.2M+$906.0K2026-10-14
Elevation Wealth Management LLC
INCREASED34,03426,664+7,370+28%$788.2K$1.2M+$365.6K2026-11-02
Creative Planning
INCREASED33,18130,137+3,044+10%$890.8K$1.1M+$234.0K2026-11-02
Truist Financial Corp
DECREASED26,45228,040-1,588-6%$828.9K$896.7K+$67.9K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED25,27323,144+2,129+9%$708.2K$908.1K+$199.9K2026-10-13
Signal Advisors Wealth, LLC
INCREASED24,9186,979+17,939+257%$206.3K$844.7K+$638.4K2026-10-13
Y-Intercept (Hong Kong) Ltd
NEW23,726—+23,726——$804.3K—2026-10-16
Sigma Planning Corp
DECREASED23,43624,202-766-3%$715.4K$794.5K+$79.1K2026-10-23
Capital Investment Advisors, LLC
DECREASED23,39623,417-210%$692.2K$793.1K+$100.9K2026-10-22
KDK Private Wealth Management, LLC
DECREASED23,34023,372-320%$690.9K$791.2K+$100.3K2026-11-03
Certified Advisory Corp
INCREASED22,78222,712+70+0%$671.4K$772.3K+$100.9K2026-10-29
Castleview Partners, LLC
INCREASED22,42222,323+99+0%$659.9K$760.1K+$100.2K2026-10-09
Roxbury Financial LLC
DECREASED21,74221,900-158-1%$647.4K$737.1K+$89.7K2026-10-01
Secure Asset Management, LLC
INCREASED20,98515,235+5,750+38%$450.4K$711.4K+$261.0K2026-10-19
American National Bank & Trust
INCREASED20,49419,280+1,214+6%$569.8K$694.7K+$125.0K2026-10-07
Core Wealth Partners LLC
UNCHANGED18,90718,90700%$558.9K$640.9K+$82.1K2026-11-02
D.A. Davidson & Co.
DECREASED18,78818,882-940%$558.2K$636.9K+$78.8K2026-10-28
Smith Shellnut Wilson LLC
INCREASED17,7708,605+9,165+107%$254.4K$602.4K+$348.0K2026-10-21
Cap Partners, LLC
INCREASED17,06116,906+155+1%$499.7K$578.4K+$78.6K2026-10-19
Strategic Advisors LLC
INCREASED16,89016,799+91+1%$496.6K$572.6K+$76.0K2026-10-13
CWA Asset Management Group, LLC
DECREASED16,27916,341-620%$483.0K$551.9K+$68.8K2026-10-19
Wilkins Miller Wealth Management, LLC
INCREASED15,91515,835+80+1%$468.1K$539.5K+$71.5K2026-10-13
Sweeney & Michel, LLC
INCREASED13,72413,699+25+0%$437.7K$465.2K+$27.5K2026-10-16
Investmark Advisory Group LLC
INCREASED13,0008,965+4,035+45%$265.0K$440.7K+$175.7K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED12,30713,744-1,437-10%$406.3K$417.2K+$11.0K2026-10-08
TrueWealth Advisors, LLC
INCREASED11,87411,586+288+2%$342.5K$402.5K+$60.0K2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED11,39411,39400%$336.8K$386.3K+$49.5K2026-10-05
Farther Finance Advisors, LLC
DECREASED10,66010,675-150%$315.6K$361.4K+$45.8K2026-10-08
LJI Wealth Management, LLC
DECREASED10,29511,820-1,525-13%$349.4K$349.0K-$3982026-10-28
J.W. Cole Advisors, Inc.
INCREASED10,2508,084+2,166+27%$239.0K$347.5K+$108.5K2026-11-05
LongView Wealth Management
INCREASED10,2229,713+509+5%$287.1K$346.5K+$59.4K2026-10-19
AA Financial Advisors, LLC
DECREASED9,83910,203-364-4%$301.6K$333.5K+$32.0K2026-10-19
Elm3 Financial Group, LLC
NEW9,815—+9,815——$332.7K—2026-10-07
Brighton Jones LLC
INCREASED9,3969,341+55+1%$276.1K$318.5K+$42.4K2026-11-03
Crestwood Advisors Group, LLC
UNCHANGED9,3759,37500%$277.1K$317.8K+$40.7K2026-10-27
Fifth Third Securities, Inc.
INCREASED9,0856,791+2,294+34%$200.7K$308.0K+$107.2K2026-10-21
Traphagen Investment Advisors LLC
INCREASED8,8808,855+25+0%$261.8K$301.0K+$39.3K2026-10-14
CRA Financial Services, LLC
UNCHANGED8,7008,70000%$257.2K$294.9K+$37.8K2026-10-16
Modera Wealth Management, LLC
UNCHANGED8,6368,63600%$255.3K$292.8K+$37.5K2026-10-28
BCS Wealth Management
UNCHANGED8,6038,60300%$254.3K$291.6K+$37.3K2026-11-03
Fee-Only Financial Planning, L.C.
DECREASED8,5008,940-440-5%$264.3K$288.2K+$23.9K2026-10-23
Monte Financial Group, LLC
INCREASED7,4677,419+48+1%$245.2K$253.1K+$7.9K2026-11-02
Creative Financial Designs Inc
INCREASED7,4644,725+2,739+58%$139.7K$253.0K+$113.4K2026-11-04
Soltis Investment Advisors LLC
NEW7,152—+7,152——$242.4K—2026-10-28
RFG Advisory, LLC
DECREASED7,1007,552-452-6%$223.2K$240.7K+$17.4K2026-11-03
Fischer Financial Services, Inc.
DECREASED6,8037,228-425-6%$213.6K$230.6K+$17.0K2026-10-30
Wealth Dimensions Group, Ltd.
DECREASED6,7667,248-482-7%$214.3K$229.4K+$15.1K2026-11-02
Brookstone Capital Management
DECREASED6,7627,105-343-5%$210.0K$229.2K+$19.2K2026-10-22
HUB Investment Partners, LLC
NEW6,335—+6,335——$214.7K—2026-11-03
Imc-Chicago, LLC
NEW6,242—+6,242——$211.6K—2026-11-05
Thrivent Financial for Lutherans
NEW6,202—+6,202——$210.0K—2026-11-05
Almanack Investment Partners, Llc.
NEW6,058—+6,058——$205.4K—2026-11-03
Larson Financial Group LLC
INCREASED6,0376,010+27+0%$177.7K$204.6K+$27.0K2026-11-05
MGO One Seven LLC
NEW5,902—+5,902——$200.1K—2026-10-28
Buck Wealth Strategies, LLC
DECREASED4,8295,044-215-4%$149.1K$163.7K+$14.6K2026-10-28
CX Institutional
DECREASED3,8043,825-21-1%$113$129+$162026-10-02
Burk Holdings LLC
UNCHANGED3,6413,64100%$107.6K$123.4K+$15.8K2026-11-05
Nemes Rush Group LLC
INCREASED3,1663,147+19+1%$93.0K$107.3K+$14.3K2026-11-04
IFP Advisors, Inc
INCREASED2,6322,598+34+1%$76.8K$89.2K+$12.4K2026-10-16
Nvest Wealth Strategies, Inc.
UNCHANGED2,5002,50000%$73.9K$84.8K+$10.9K2026-10-14
Lanark Financial, Inc.
INCREASED2,2842,281+3+0%$67.4K$77.4K+$10.0K2026-10-26
Pathway Financial Advisers, LLC
NEW2,227—+2,227——$75.5K—2026-10-27
Signature Equity Partners, LLC
INCREASED1,828894+934+104%$26.4K$62.0K+$35.6K2026-10-29
Fifth Third Bancorp
UNCHANGED1,6881,68800%$49.9K$57.2K+$7.3K2026-11-05
Align Financial, LLC
UNCHANGED1,4451,44500%$42.7K$49.0K+$6.3K2026-10-16
Holos Integrated Wealth LLC
UNCHANGED1,2001,20000%$36.4K$44.6K+$8.2K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED1,2001,20000%$35.5K$40.7K+$5.2K2026-11-02
Avion Wealth
UNCHANGED79879800%$23$27.0K+$27.0K2026-11-04
IFS Advisors, LLC
NEW784—+784——$26.6K—2026-10-14
Simplex Trading, LLC
DECREASED73210,376-9,644-93%$306.7K$24.8K-$281.9K2026-11-04
Global Trust Asset Management, LLC
NEW731—+731——$24.8K—2026-10-19
Gables Capital Management Inc.
UNCHANGED70170100%$20.7K$23.8K+$3.0K2026-11-04
Tradewinds Capital Management, LLC
INCREASED673669+4+1%$19.8K$22.8K+$3.0K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED60660600%$17.9K$20.5K+$2.6K2026-10-20
Pflug Koory, LLC
UNCHANGED49049000%$14.5K$16.6K+$2.1K2026-10-26
Strengthening Families & Communities, LLC
INCREASED438436+2+0%$12.9K$14.9K+$2.0K2026-10-21
Spire Wealth Management
INCREASED405281+124+44%$8.3K$13.7K+$5.4K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED392390+2+1%$11.5K$13.3K+$1.8K2026-11-04
Mountain Hill Investment Partners Corp.
DECREASED370506-136-27%$15.0K$12.5K-$2.4K2026-10-23
Assetmark, Inc
INCREASED356174+182+105%$5.1K$12.1K+$6.9K2026-10-21
Salomon & Ludwin, LLC
UNCHANGED33233200%$9.8K$11.3K+$1.5K2026-10-29
Rossby Financial, LCC
UNCHANGED32432400%$9.6K$11.0K+$1.4K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED307196+111+57%$5.8K$10.4K+$4.6K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED30030000%$9$10+$12026-11-04
Decker Retirement Planning Inc.
UNCHANGED26526500%$7.8K$9.0K+$1.2K2026-10-19
Abound Wealth Management
UNCHANGED23323300%$6.9K$7.9K+$1.0K2026-10-26
Latitude Advisors, LLC
NEW216—+216——$7.3K—2026-10-27
Mascoma Wealth Management LLC
UNCHANGED20920900%$6.2K$7.1K+$9072026-10-23
Asset Dedication, LLC
UNCHANGED20820800%$6.1K$7.1K+$9032026-11-03
NorthAvenue LLC
UNCHANGED20820800%$6.1K$7.1K+$9032026-10-29
Signature Resources Capital Management, LLC
UNCHANGED15215200%$4.5K$5.2K+$6602026-10-16
1620 Investment Advisors, Inc.
NEW144—+144——$4.9K—2026-11-04
Allspring Global Investments Holdings, LLC
NEW135—+135——$4.7K—2026-11-04
Triumph Capital Management
UNCHANGED12112100%$3.6K$4.1K+$5252026-10-14
Vision Financial Markets LLC
INCREASED106105+1+1%$3.1K$3.6K+$5582026-10-22
Archer Investment Corp
UNCHANGED949400%$2.8K$3.2K+$4082026-11-05
Tounjian Advisory Partners, LLC
INCREASED8685+1+1%$2.5K$2.9K+$3872026-11-04
Wolff Wiese Magana LLC
UNCHANGED777700%$2.3K$2.6K+$3342026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED656500%$1.9K$2.2K+$2832026-10-16
Capital Investment Advisory Services, LLC
DECREASED50734-684-93%$21.7K$1.7K-$20.0K2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED505000%$1.5K$1.7K+$2172026-10-21
Hughes Financial Services, LLC
UNCHANGED424200%$1.2K$1.6K+$3442026-10-30
Bullock Wealth Management Group
UNCHANGED383800%$1.1K$1.3K+$2052026-10-09
Root Financial Partners, LLC
NEW25—+25——$840—2026-10-21
Birchbrook, Inc.
UNCHANGED202000%$592$678+$862026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED3300%$89$102+$132026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED019,927-19,927-100%$589.0K$0-$589.0K2026-10-16
HBW Advisory Services LLC
CLOSED08,609-8,609-100%$254.5K$0-$254.5K2026-10-15
Redwood Financial Network Corp
CLOSED06,928-6,928-100%$204.8K$0-$204.8K2026-11-03
VCI Wealth Management LLC
CLOSED06,778-6,778-100%$200.3K$0-$200.3K2026-10-29
MCF Advisors LLC
CLOSED02,781-2,781-100%$82.2K$0-$82.2K2026-10-28
Founders Capital Management
CLOSED0593-593-100%$17.5K$0-$17.5K2026-10-13
Financial Network Wealth Advisors LLC
CLOSED0119-119-100%$3.5K$0-$3.5K2026-10-28
Washington Trust Advisors, Inc.
CLOSED090-90-100%$2.7K$0-$2.7K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$545.8K$627.7K+$81.8K2026-10-29
Charles Schwab Investment Management Inc
N/A—2,479,793-2,479,793-100%$73.3M———
Envestnet Asset Management Inc
N/A—1,516,919-1,516,919-100%$44.8M———
LPL Financial LLC
N/A—992,806-992,806-100%$29.3M———
HighTower Advisors, LLC
N/A—974,225-974,225-100%$28.8M———
Northwestern Mutual Wealth Management Co
N/A—932,861-932,861-100%$27.6M———
Cetera Investment Advisers
N/A—604,338-604,338-100%$17.9M———
Marshall Wace, LLP
N/A—452,228-452,228-100%$13.4M———
Two Sigma Investments, LP
N/A—293,300-293,300-100%$8.7M———
SageGuard Financial Group, LLC
N/A—279,901-279,901-100%$8.3M———
Morgan Stanley
N/A—273,316-273,316-100%$8.1M———
Cutler Capital Management, LLC
N/A—267,547-267,547-100%$7.9M———
Wells Fargo & Company
N/A—243,597-243,597-100%$7.2M———
Osaic Holdings, Inc.
N/A—234,404-234,404-100%$6.9M———
Ameriprise Financial Inc
N/A—198,321-198,321-100%$5.9M———
AssuredPartners Investment Advisors, LLC
N/A—188,477-188,477-100%$5.6M———
Bank of America Corp
N/A—188,225-188,225-100%$5.6M———
Composition Wealth, LLC
N/A—174,919-174,919-100%$5.2M———
Steward Partners Investment Advisory, LLC
N/A—157,926-157,926-100%$4.7M———
Proficio Capital Partners LLC
N/A—143,520-143,520-100%$4.2M———
Stifel Financial Corp
N/A—115,954-115,954-100%$3.4M———
FMR LLC
N/A—115,710-115,710-100%$3.4M———
NewEdge Advisors, LLC
N/A—109,117-109,117-100%$3.2M———
Mercer Global Advisors Inc
N/A—107,706-107,706-100%$3.2M———
UBS Group AG
N/A—99,971-99,971-100%$3.0M———
NorthCoast Asset Management LLC
N/A—99,734-99,734-100%$2.9M———
Transamerica Financial Advisors, LLC
N/A—99,557-99,557-100%$2.9M———
D. E. Shaw & Co., Inc.
N/A—99,033-99,033-100%$2.9M———
Maxele Advisors, LLC
N/A—93,347-93,347-100%$2.8M———
Qube Research & Technologies Ltd
N/A—78,282-78,282-100%$2.3M———
Arax Advisory Partners
N/A—72,268-72,268-100%$2.1M———
Mariner, LLC
N/A—68,044-68,044-100%$2.0M———
JPMorgan Chase & Co
N/A—67,194-67,194-100%$2.0M———
Raymond James Financial Inc
N/A—65,917-65,917-100%$1.9M———
Advisory Services Network, LLC
N/A—61,351-61,351-100%$1.8M———
Northern Trust Corp
N/A—58,256-58,256-100%$1.7M———
Royal Bank of Canada
N/A—57,893-57,893-100%$1.7M———
Bravias Capital Group, LLC
N/A—52,061-52,061-100%$1.5M———
Stratos Wealth Advisors, LLC
N/A—50,555-50,555-100%$1.5M———
Susquehanna International Group, LLP
N/A—46,172-46,172-100%$1.4M———
Q3 Asset Management
N/A—44,945-44,945-100%$1.3M———
Merit Financial Group, LLC
N/A—41,483-41,483-100%$1.2M———
Citadel Advisors LLC
N/A—40,475-40,475-100%$1.2M———
Arkadios Wealth Advisors
N/A—39,152-39,152-100%$1.2M———
Boothbay Fund Management, LLC
N/A—37,800-37,800-100%$1.1M———
Jones Financial Companies Lllp
N/A—34,833-34,833-100%$1.0M———
Natixis Advisors, LLC
N/A—33,717-33,717-100%$996.0K———
EP Wealth Advisors, LLC
N/A—32,757-32,757-100%$968.3K———
OneAscent Financial Services LLC
N/A—30,035-30,035-100%$887.8K———
Financial Freedom, LLC
N/A—28,757-28,757-100%$850.1K———
Principal Securities, Inc.
N/A—26,476-26,476-100%$782.6K———
Atlas Capital Advisors Inc.
N/A—26,049-26,049-100%$770.0K———
Snowden Capital Advisors LLC
N/A—24,918-24,918-100%$736.6K———
Bank of Marin
N/A—24,898-24,898-100%$736.0K———
Harbour Investments, Inc.
N/A—24,355-24,355-100%$719.9K———
Valmark Advisers, Inc.
N/A—23,643-23,643-100%$698.9K———
Ameritas Advisory Services, LLC
N/A—20,100-20,100-100%$594.2K———
Summit Financial, LLC
N/A—19,726-19,726-100%$583.1K———
Jacobs Equity LLC
N/A—18,389-18,389-100%$543.6K———
PNC Financial Services Group, Inc.
N/A—18,328-18,328-100%$541.8K———
AE Wealth Management LLC
N/A—16,927-16,927-100%$500.4K———
HRT Financial LP
N/A—16,163-16,163-100%$477.0K———
OneDigital Investment Advisors LLC
N/A—16,119-16,119-100%$476.5K———
MAI Capital Management
N/A—15,961-15,961-100%$471.8K———
Two Sigma Securities, LLC
N/A—15,743-15,743-100%$465.4K———
AQR Capital Management LLC
N/A—15,673-15,673-100%$463.3K———
Captrust Financial Advisors
N/A—15,452-15,452-100%$456.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,692-14,692-100%$434.3K———
Headlands Technologies LLC
N/A—14,498-14,498-100%$428.6K———
Quantinno Capital Management LP
N/A—13,835-13,835-100%$409.0K———
Savant Capital, LLC
N/A—12,354-12,354-100%$400.7K———
Fiduciary Trust Co
N/A—12,010-12,010-100%$355.0K———
Sanctuary Advisors, LLC
N/A—11,870-11,870-100%$350.9K———
Cedarwood Wealth LLC
N/A—11,771-11,771-100%$347.9K———
Fiduciary Financial Advisors
N/A—10,808-10,808-100%$319.4K———
Fort Sheridan Advisors LLC
N/A—10,660-10,660-100%$315.1K———
Western Wealth Management, LLC
N/A—10,523-10,523-100%$311.1K———
Equitable Holdings, Inc.
N/A—10,080-10,080-100%$298.0K———
Foundations Investment Advisors, LLC
N/A—9,914-9,914-100%$293.1K———
Regal Investment Advisors LLC
N/A—9,572-9,572-100%$282.9K———
WealthTrust Axiom LLC
N/A—9,550-9,550-100%$282.3K———
BFC Planning, Inc.
N/A—8,903-8,903-100%$263.2K———
Beacon Pointe Advisors, LLC
N/A—8,876-8,876-100%$262.4K———
Stratos Wealth Partners, Ltd.
N/A—8,746-8,746-100%$258.5K———
Orion Porfolio Solutions, LLC
N/A—8,188-8,188-100%$242.0K———
Savvy Advisors, Inc.
N/A—7,713-7,713-100%$228.0K———
Regatta Research & Money Management
N/A—7,221-7,221-100%$213.4K———
Lifeworks Advisors, LLC
N/A—7,153-7,153-100%$211.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—6,291-6,291-100%$186.0K———
O'shaughnessy Asset Management, LLC
N/A—6,243-6,243-100%$184.5K———
Clearstead Advisors, LLC
N/A—5,759-5,759-100%$170.2K———
Allied Private Wealth LLC
N/A—4,419-4,419-100%$136.5K———
LRI Investments, LLC
N/A—4,282-4,282-100%$126.6K———
Coppell Advisory Solutions LLC
N/A—3,163-3,163-100%$479.1K———
UBS Asset Management Americas LLC
N/A—2,936-2,936-100%$86.8K———
Atlantic Union Bankshares Corp
N/A—2,727-2,727-100%$80.6K———
Godfrey Financial Associates, Inc.
N/A—1,964-1,964-100%$58.1K———
BlackRock, Inc.
N/A—1,606-1,606-100%$47.5K———
Global Retirement Partners, LLC
N/A—1,582-1,582-100%$46.8K———
IMA Advisory Services, Inc.
N/A—1,501-1,501-100%$44.4K———
Bernard Wealth Management Corp.
N/A—1,263-1,263-100%$37.3K———
Rockefeller Capital Management L.P.
N/A—1,004-1,004-100%$29.7K———
Vanguard National Trust Co
N/A—1,000-1,000-100%$29.6K———
Howe & Rusling Inc
N/A—978-978-100%$28.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—860-860-100%$25.4K———
Founders Financial Alliance, LLC
N/A—670-670-100%$19.8K———
Allworth Financial LP
N/A—585-585-100%$17.3K———
Darwin Wealth Management, LLC
N/A—543-543-100%$16.1K———
Brown Brothers Harriman & Co
N/A—500-500-100%$14.8K———
HighMark Wealth Management LLC
N/A—500-500-100%$14.8K———
Meramec Financial Planners, LLC
N/A—463-463-100%$15.0K———
Atomic Invest LLC
N/A—405-405-100%$12.0K———
Russell Investments Group, Ltd.
N/A—361-361-100%$10.7K———
Oakmont Advisory Group, LLC
N/A—308-308-100%$9.1K———
BOK Financial Private Wealth, Inc.
N/A—191-191-100%$5.6K———
Roble, Belko & Company, Inc
N/A—168-168-100%$5.0K———
Aptus Capital Advisors, LLC
N/A—163-163-100%$4.8K———
BNP Paribas Financial Markets
N/A—95-95-100%$2.8K———
Motco
N/A—87-87-100%$2.6K———
Nova Wealth Management, Inc.
N/A—78-78-100%$2.3K———
Showing 269 of 269 institutions