IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity Msci Financial Indx (FNCL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares2,777,660 from 2,554,511
Change+223,149 (+9%)
Value$210.3M (+$14.8M)
Filed 2026-11-04
AGF Management LTD
INCREASED
Shares967,019 from 882,402
Change+84,617 (+10%)
Value$73.2M (+$5.7M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares331,463 from 370,196
Change-38,733 (-10%)
Value$25.1M (-$3.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares262,626 from 236,316
Change+26,310 (+11%)
Value$19.9M (+$1.8M)
Filed 2026-11-02
Strategic Point Investment Advisors, LLC
INCREASED
Shares226,066 from 224,324
Change+1,742 (+1%)
Value$17.1M (-$56.5K)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares171,226 from 169,501
Change+1,725 (+1%)
Value$13.0M (-$11.8K)
Filed 2026-10-21
Fischer Financial Services, Inc.
INCREASED
Shares143,632 from 143,173
Change+459 (+0%)
Value$10.9M (-$85.4K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares123,708 from 115,295
Change+8,413 (+7%)
Value$9.4M (+$540.0K)
Filed 2026-11-05
Yoder Wealth Management, Inc.
DECREASED
Shares104,301 from 104,535
Change-234 (0%)
Value$7.9M (-$105.5K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares96,551 from 95,413
Change+1,138 (+1%)
Value$7.3M (+$6.0K)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares59,370 from 59,305
Change+65 (+0%)
Value$4.5M (-$44.9K)
Filed 2026-11-03
Maltin Wealth Management, Inc.
INCREASED
Shares56,019 from 54,696
Change+1,323 (+2%)
Value$4.2M (+$54.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares44,235 from 47,022
Change-2,787 (-6%)
Value$3.4M (-$250.0K)
Filed 2026-11-02
Lynch & Associates
INCREASED
Shares42,543 from 41,958
Change+585 (+1%)
Value$3.2M (+$9.0K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares37,305 from 11,008
Change+26,297 (+239%)
Value$2.8M (+$2.0M)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares33,427 from 26,295
Change+7,132 (+27%)
Value$2.5M (+$518.0K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares31,565 from 8,253
Change+23,312 (+282%)
Value$2.4M (+$1.8M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares31,312 from 34,082
Change-2,770 (-8%)
Value$2.4M (-$238.4K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares30,583 from 29,865
Change+718 (+2%)
Value$2.3M (+$29.5K)
Filed 2026-10-23
KDK Private Wealth Management, LLC
DECREASED
Shares23,830 from 23,874
Change-44 (0%)
Value$1.8M (-$23.3K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares23,761 from 23,136
Change+625 (+3%)
Value$1.8M (+$27.9K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares20,601 from 19,566
Change+1,035 (+5%)
Value$1.6M (+$61.9K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares20,287 from 20,664
Change-377 (-2%)
Value$1.5M (-$45.9K)
Filed 2026-10-22
Smith Shellnut Wilson LLC
DECREASED
Shares20,183 from 22,243
Change-2,060 (-9%)
Value$1.5M (-$174.7K)
Filed 2026-10-21
Heck Capital Advisors, LLC
INCREASED
Shares19,502 from 19,239
Change+263 (+1%)
Value$1.5M (+$3.7K)
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares18,326 from 18,718
Change-392 (-2%)
Value$1.4M (-$45.4K)
Filed 2026-11-03
Retirement Planning Group, LLC
UNCHANGED
Shares18,055 from 18,055
Change0 (0%)
Value$1.4M (-$15.2K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
NEW
Shares17,814
Change+17,814
Value$1.3M
Filed 2026-10-01
American National Bank & Trust
INCREASED
Shares16,938 from 16,018
Change+920 (+6%)
Value$1.3M (+$56.3K)
Filed 2026-10-07
Acorn Financial Advisory Services Inc
DECREASED
Shares16,480 from 17,773
Change-1,293 (-7%)
Value$1.2M (-$112.8K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares14,531 from 38,943
Change-24,412 (-63%)
Value$1.1M (-$1.9M)
Filed 2026-10-16
Traynor Capital Management, Inc.
DECREASED
Shares14,264 from 14,725
Change-461 (-3%)
Value$1.1M (-$47.3K)
Filed 2026-10-29
LongView Wealth Management
INCREASED
Shares12,790 from 10,180
Change+2,610 (+26%)
Value$968.5K (+$189.1K)
Filed 2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED
Shares12,479 from 12,479
Change0 (0%)
Value$944.9K (-$10.5K)
Filed 2026-10-23
Go Invest LLC
INCREASED
Shares12,252 from 12,166
Change+86 (+1%)
Value$927.7K (-$3.7K)
Filed 2026-10-09
Aspetuck Financial Management LLC
DECREASED
Shares10,651 from 10,985
Change-334 (-3%)
Value$806.5K (-$34.5K)
Filed 2026-11-04
Buska Wealth Management, LLC
DECREASED
Shares10,246 from 23,641
Change-13,395 (-57%)
Value$775.8K (-$1.0M)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED
Shares10,165 from 10,129
Change+36 (+0%)
Value$769.7K (-$5.8K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,042 from 10,547
Change-505 (-5%)
Value$772.1K (-$65.7K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
DECREASED
Shares9,581 from 9,610
Change-29 (0%)
Value$725.5K (-$10.3K)
Filed 2026-11-02
Cornerstone Management, Inc.
UNCHANGED
Shares8,841 from 8,841
Change0 (0%)
Value$669.4K (-$7.4K)
Filed 2026-10-16
Roxbury Financial LLC
INCREASED
Shares8,624 from 8,254
Change+370 (+4%)
Value$653.0K (+$21.1K)
Filed 2026-10-01
Montis Financial, LLC
DECREASED
Shares8,155 from 8,288
Change-133 (-2%)
Value$617.5K (-$17.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares7,808 from 5,844
Change+1,964 (+34%)
Value$591.2K (+$143.8K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares7,770 from 5,558
Change+2,212 (+40%)
Value$588.4K (+$159.1K)
Filed 2026-11-06
Simplicity Wealth,LLC
NEW
Shares7,453
Change+7,453
Value$564.3K
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares6,700 from 7,540
Change-840 (-11%)
Value$507.3K (-$69.9K)
Filed 2026-11-03
Mcrae Capital Management Inc
INCREASED
Shares6,279 from 6,165
Change+114 (+2%)
Value$475.4K (+$3.5K)
Filed 2026-10-15
WBH Advisory Inc
DECREASED
Shares6,272 from 6,760
Change-488 (-7%)
Value$474.9K (-$42.6K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares6,011 from 9,257
Change-3,246 (-35%)
Value$455.2K (-$253.6K)
Filed 2026-10-08
Breakwater Capital Group
INCREASED
Shares5,967 from 5,966
Change+1 (+0%)
Value$451.8K (-$4.9K)
Filed 2026-10-09
Redwood Financial Network Corp
INCREASED
Shares5,748 from 5,583
Change+165 (+3%)
Value$435.2K (+$7.8K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares5,466 from 2,651
Change+2,815 (+106%)
Value$413.9K (+$210.9K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares5,415 from 9,269
Change-3,854 (-42%)
Value$410.0K (-$299.6K)
Filed 2026-10-23
Capital Investment Counsel, Inc
INCREASED
Shares5,188 from 5,187
Change+1 (+0%)
Value$392.8K (-$4.3K)
Filed 2026-10-20
Monte Financial Group, LLC
INCREASED
Shares5,166 from 4,614
Change+552 (+12%)
Value$391.2K (+$17.2K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares5,149 from 2,835
Change+2,314 (+82%)
Value$389.9K (+$172.8K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
DECREASED
Shares5,116 from 5,215
Change-99 (-2%)
Value$387.4K (-$11.9K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$378.6K (-$4.2K)
Filed 2026-11-03
D.B. Root & Company, LLC
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$367.2K (-$4.1K)
Filed 2026-11-04
Instrumental Wealth, LLC
INCREASED
Shares4,631 from 4,167
Change+464 (+11%)
Value$350.7K (+$31.6K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares4,263 from 4,261
Change+2 (+0%)
Value$322.8K (-$3.4K)
Filed 2026-10-16
Atlas Brown,Inc.
INCREASED
Shares4,205 from 4,200
Change+5 (+0%)
Value$318.4K (-$3.1K)
Filed 2026-10-09
StoneX Group Inc.
NEW
Shares4,064
Change+4,064
Value$330.6K
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares4,021 from 4,006
Change+15 (+0%)
Value$304.5K (-$2.2K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED
Shares3,930 from 3,995
Change-65 (-2%)
Value$308.3K (+$2.4K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
DECREASED
Shares3,926 from 4,111
Change-185 (-4%)
Value$297.3K (-$17.4K)
Filed 2026-10-20
Independence Financial Advisors, LLC
DECREASED
Shares3,833 from 11,746
Change-7,913 (-67%)
Value$290.3K (-$609.0K)
Filed 2026-10-08
AM Investment Strategies LLC
DECREASED
Shares3,617 from 3,659
Change-42 (-1%)
Value$274.0K (+$273.7K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares3,486 from 3,373
Change+113 (+3%)
Value$264.0K (+$5.7K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares3,405 from 3,632
Change-227 (-6%)
Value$257.8K (-$20.3K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares3,351 from 4,739
Change-1,388 (-29%)
Value$253.7K (-$109.1K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares3,320 from 3,307
Change+13 (+0%)
Value$251.4K (-$1.8K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares3,307 from 3,324
Change-17 (-1%)
Value$250.4K (-$4.1K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares3,082 from 3,098
Change-16 (-1%)
Value$233.4K (-$3.8K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares3,052 from 2,878
Change+174 (+6%)
Value$245.7K (+$13.1K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares3,002 from 3,330
Change-328 (-10%)
Value$227.3K (-$27.6K)
Filed 2026-10-27
Tandem Capital Management Corp
DECREASED
Shares2,990 from 3,040
Change-50 (-2%)
Value$226.4K (-$6.3K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$221.7K (-$2.5K)
Filed 2026-10-05
Prospera Financial Services Inc
DECREASED
Shares2,839 from 2,989
Change-150 (-5%)
Value$227.2K (-$1.8K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares2,748 from 2,754
Change-6 (0%)
Value$208.1K (-$2.8K)
Filed 2026-10-29
Valley National Advisers Inc
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$171.7K (-$1.9K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$128.5K (-$1.4K)
Filed 2026-11-02
Mather Group, Llc.
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$114.9K (-$1.3K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares1,245 from 1,262
Change-17 (-1%)
Value$94.3K (-$2.3K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$93.1K (-$1.0K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$92.8K (-$1.0K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
NEW
Shares1,079
Change+1,079
Value$81.7K
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$76.0K (-$844)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$75.9K (-$2.3K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$56.3K (-$625)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares738 from 737
Change+1 (+0%)
Value$55.9K (-$527)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares684
Change+684
Value$51.8K
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$45.4K (-$504)
Filed 2026-10-30
United Community Bank
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$44.1K (-$489)
Filed 2026-10-28
Spirit of America Management Corp
DECREASED
Shares558 from 40,215
Change-39,657 (-99%)
Value$43.5K (+$43.0K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$39.5K (-$437)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$38.2K (-$424)
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$37.9K (-$420)
Filed 2026-10-28
Decker Retirement Planning Inc.
INCREASED
Shares436 from 423
Change+13 (+3%)
Value$33.0K (+$629)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$30.3K (-$336)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares350 from 51
Change+299 (+586%)
Value$26.5K (+$22.6K)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$24.6K (-$273)
Filed 2026-11-05
Tradewinds Capital Management, LLC
INCREASED
Shares318 from 317
Change+1 (+0%)
Value$24.1K (-$178)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares306 from 305
Change+1 (+0%)
Value$23.1K (-$210)
Filed 2026-11-05
CX Institutional
INCREASED
Shares301 from 287
Change+14 (+5%)
Value$23 (+$1)
Filed 2026-10-02
Gables Capital Management Inc.
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$21.4K (-$237)
Filed 2026-11-04
Security National Bank
NEW
Shares265
Change+265
Value$20.1K
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$19.7K (-$219)
Filed 2026-11-04
Signature Resources Capital Management, LLC
DECREASED
Shares258 from 889
Change-631 (-71%)
Value$19.5K (-$48.5K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED
Shares249 from 27
Change+222 (+822%)
Value$18.9K (+$16.8K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares245
Change+245
Value$18.6K
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares209 from 208
Change+1 (+0%)
Value$15.8K (-$133)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$14.8K (-$164)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares156 from 206
Change-50 (-24%)
Value$11.8K (-$4.0K)
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares137 from 136
Change+1 (+1%)
Value$10.3K (-$74)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares136 from 436
Change-300 (-69%)
Value$10.3K (-$23.1K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$8.9K (-$99)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (-$84)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (-$84)
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares82
Change+82
Value$6.2K
Filed 2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.9K (-$43)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares46 from 606
Change-560 (-92%)
Value$3.5K (-$42.9K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.1K (-$34)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.0K (-$22)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.0K (-$32)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.7K (-$30)
Filed 2026-10-08
Rydar Equities, Inc.
NEW
Shares29
Change+29
Value$2.2K
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.2K (-$24)
Filed 2026-10-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.1K (-$16)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares25 from 906
Change-881 (-97%)
Value$1.9K (-$67.5K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.9K (-$21)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$13)
Filed 2026-10-14
Hughes Financial Services, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.1K (+$55)
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$138
Filed 2026-10-15
US Bancorp \de\
NEW
Shares1
Change+1
Value$76
Filed 2026-11-05
Athena Wealth Management, LLC
CLOSED
Shares0 from 3,340
Change-3,340 (-100%)
Value$0 (-$255.7K)
Filed 2026-10-09
Howard Financial Services, Ltd.
CLOSED
Shares0 from 2,918
Change-2,918 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-15
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,622
Change-2,622 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-08
SYM Financial Corp
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$38.3K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-15
Bullock Wealth Management Group
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-09
Avion Wealth
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$525)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$524.1K (-$20.3K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 2,111,947
Change-2,111,947 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 449,724
Change-449,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 369,981
Change-369,981 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 254,016
Change-254,016 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 218,004
Change-218,004 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 142,087
Change-142,087 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 133,185
Change-133,185 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 126,997
Change-126,997 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 120,166
Change-120,166 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 118,630
Change-118,630 (-100%)
Value—
FMR LLC
N/A
Shares— from 106,746
Change-106,746 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 98,700
Change-98,700 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 96,034
Change-96,034 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 91,614
Change-91,614 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 78,252
Change-78,252 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 70,929
Change-70,929 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 69,086
Change-69,086 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 59,416
Change-59,416 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 55,086
Change-55,086 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 49,361
Change-49,361 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 47,836
Change-47,836 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 43,856
Change-43,856 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 42,990
Change-42,990 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 37,008
Change-37,008 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 36,536
Change-36,536 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,183
Change-36,183 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 31,463
Change-31,463 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,257
Change-31,257 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 30,916
Change-30,916 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,695
Change-30,695 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,298
Change-30,298 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 30,120
Change-30,120 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 29,201
Change-29,201 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28,401
Change-28,401 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 27,829
Change-27,829 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,784
Change-25,784 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,516
Change-23,516 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 20,450
Change-20,450 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 19,428
Change-19,428 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,316
Change-19,316 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 15,723
Change-15,723 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,358
Change-15,358 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
&partners
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,625
Change-9,625 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Blair William & Co
N/A
Shares— from 524
Change-524 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 501
Change-501 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 487
Change-487 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 232
Change-232 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Motco
N/A
Shares— from 61
Change-61 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 0
Change0
Value—
Victory Capital Management Inc
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED2,777,6602,554,511+223,149+9%$195.6M$210.3M+$14.8M2026-11-04
AGF Management LTD
INCREASED967,019882,402+84,617+10%$67.6M$73.2M+$5.7M2026-11-03
Commonwealth Equity Services, LLC
DECREASED331,463370,196-38,733-10%$28.3M$25.1M-$3.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED262,626236,316+26,310+11%$18.1M$19.9M+$1.8M2026-11-02
Strategic Point Investment Advisors, LLC
INCREASED226,066224,324+1,742+1%$17.2M$17.1M-$56.5K2026-10-29
Procyon Advisors, LLC
INCREASED171,226169,501+1,725+1%$13.0M$13.0M-$11.8K2026-10-21
Fischer Financial Services, Inc.
INCREASED143,632143,173+459+0%$11.0M$10.9M-$85.4K2026-10-30
Thrivent Financial for Lutherans
INCREASED123,708115,295+8,413+7%$8.8M$9.4M+$540.0K2026-11-05
Yoder Wealth Management, Inc.
DECREASED104,301104,535-2340%$8.0M$7.9M-$105.5K2026-10-13
Citigroup Inc
INCREASED96,55195,413+1,138+1%$7.3M$7.3M+$6.0K2026-11-04
Smith Salley Wealth Management
INCREASED59,37059,305+65+0%$4.5M$4.5M-$44.9K2026-11-03
Maltin Wealth Management, Inc.
INCREASED56,01954,696+1,323+2%$4.2M$4.2M+$54.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED44,23547,022-2,787-6%$3.6M$3.4M-$250.0K2026-11-02
Lynch & Associates
INCREASED42,54341,958+585+1%$3.2M$3.2M+$9.0K2026-10-13
Signal Advisors Wealth, LLC
INCREASED37,30511,008+26,297+239%$842.8K$2.8M+$2.0M2026-10-13
Meridian Wealth Management, LLC
INCREASED33,42726,295+7,132+27%$2.0M$2.5M+$518.0K2026-11-05
Bank of New York Mellon Corp
INCREASED31,5658,253+23,312+282%$631.9K$2.4M+$1.8M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED31,31234,082-2,770-8%$2.6M$2.4M-$238.4K2026-10-30
Harbor Asset Planning, Inc.
INCREASED30,58329,865+718+2%$2.3M$2.3M+$29.5K2026-10-23
KDK Private Wealth Management, LLC
DECREASED23,83023,874-440%$1.8M$1.8M-$23.3K2026-11-03
PFG Advisors
INCREASED23,76123,136+625+3%$1.8M$1.8M+$27.9K2026-10-16
Creative Planning
INCREASED20,60119,566+1,035+5%$1.5M$1.6M+$61.9K2026-11-02
Beaumont Financial Advisors, LLC
DECREASED20,28720,664-377-2%$1.6M$1.5M-$45.9K2026-10-22
Smith Shellnut Wilson LLC
DECREASED20,18322,243-2,060-9%$1.7M$1.5M-$174.7K2026-10-21
Heck Capital Advisors, LLC
INCREASED19,50219,239+263+1%$1.5M$1.5M+$3.7K2026-10-14
Brighton Jones LLC
DECREASED18,32618,718-392-2%$1.4M$1.4M-$45.4K2026-11-03
Retirement Planning Group, LLC
UNCHANGED18,05518,05500%$1.4M$1.4M-$15.2K2026-10-19
Stonebridge Financial Group, LLC
NEW17,814—+17,814——$1.3M—2026-10-01
American National Bank & Trust
INCREASED16,93816,018+920+6%$1.2M$1.3M+$56.3K2026-10-07
Acorn Financial Advisory Services Inc
DECREASED16,48017,773-1,293-7%$1.4M$1.2M-$112.8K2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED14,53138,943-24,412-63%$3.0M$1.1M-$1.9M2026-10-16
Traynor Capital Management, Inc.
DECREASED14,26414,725-461-3%$1.1M$1.1M-$47.3K2026-10-29
LongView Wealth Management
INCREASED12,79010,180+2,610+26%$779.4K$968.5K+$189.1K2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED12,47912,47900%$955.4K$944.9K-$10.5K2026-10-23
Go Invest LLC
INCREASED12,25212,166+86+1%$931.4K$927.7K-$3.7K2026-10-09
Aspetuck Financial Management LLC
DECREASED10,65110,985-334-3%$841.0K$806.5K-$34.5K2026-11-04
Buska Wealth Management, LLC
DECREASED10,24623,641-13,395-57%$1.8M$775.8K-$1.0M2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED10,16510,129+36+0%$775.4K$769.7K-$5.8K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED10,04210,547-505-5%$837.8K$772.1K-$65.7K2026-10-13
Bayshore Capital Advisors, LLC
DECREASED9,5819,610-290%$735.7K$725.5K-$10.3K2026-11-02
Cornerstone Management, Inc.
UNCHANGED8,8418,84100%$676.9K$669.4K-$7.4K2026-10-16
Roxbury Financial LLC
INCREASED8,6248,254+370+4%$631.9K$653.0K+$21.1K2026-10-01
Montis Financial, LLC
DECREASED8,1558,288-133-2%$634.6K$617.5K-$17.1K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED7,8085,844+1,964+34%$447.4K$591.2K+$143.8K2026-11-05
Savant Capital, LLC
INCREASED7,7705,558+2,212+40%$429.3K$588.4K+$159.1K2026-11-06
Simplicity Wealth,LLC
NEW7,453—+7,453——$564.3K—2026-10-23
RFG Advisory, LLC
DECREASED6,7007,540-840-11%$577.2K$507.3K-$69.9K2026-11-03
Mcrae Capital Management Inc
INCREASED6,2796,165+114+2%$472.0K$475.4K+$3.5K2026-10-15
WBH Advisory Inc
DECREASED6,2726,760-488-7%$517.5K$474.9K-$42.6K2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED6,0119,257-3,246-35%$708.7K$455.2K-$253.6K2026-10-08
Breakwater Capital Group
INCREASED5,9675,966+1+0%$456.8K$451.8K-$4.9K2026-10-09
Redwood Financial Network Corp
INCREASED5,7485,583+165+3%$427.5K$435.2K+$7.8K2026-11-03
Atria Investments, Inc
INCREASED5,4662,651+2,815+106%$203.0K$413.9K+$210.9K2026-10-15
Sigma Planning Corp
DECREASED5,4159,269-3,854-42%$709.7K$410.0K-$299.6K2026-10-23
Capital Investment Counsel, Inc
INCREASED5,1885,187+1+0%$397.1K$392.8K-$4.3K2026-10-20
Monte Financial Group, LLC
INCREASED5,1664,614+552+12%$374.0K$391.2K+$17.2K2026-11-02
Fifth Third Bancorp
INCREASED5,1492,835+2,314+82%$217.1K$389.9K+$172.8K2026-11-05
Valley Brook Capital Group, Inc.
DECREASED5,1165,215-99-2%$399.3K$387.4K-$11.9K2026-10-26
Mcdonald Partners LLC
UNCHANGED5,0005,00000%$382.8K$378.6K-$4.2K2026-11-03
D.B. Root & Company, LLC
UNCHANGED4,8504,85000%$371.3K$367.2K-$4.1K2026-11-04
Instrumental Wealth, LLC
INCREASED4,6314,167+464+11%$319.0K$350.7K+$31.6K2026-10-20
IFP Advisors, Inc
INCREASED4,2634,261+2+0%$326.2K$322.8K-$3.4K2026-10-16
Atlas Brown,Inc.
INCREASED4,2054,200+5+0%$321.5K$318.4K-$3.1K2026-10-09
StoneX Group Inc.
NEW4,064—+4,064——$330.6K—2026-11-03
Visionary Wealth Advisors
INCREASED4,0214,006+15+0%$306.7K$304.5K-$2.2K2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED3,9303,995-65-2%$305.9K$308.3K+$2.4K2026-10-22
Paragon Private Wealth Management, LLC
DECREASED3,9264,111-185-4%$314.7K$297.3K-$17.4K2026-10-20
Independence Financial Advisors, LLC
DECREASED3,83311,746-7,913-67%$899.3K$290.3K-$609.0K2026-10-08
AM Investment Strategies LLC
DECREASED3,6173,659-42-1%$280$274.0K+$273.7K2026-11-05
Independent Financial Group, LLC
INCREASED3,4863,373+113+3%$258.2K$264.0K+$5.7K2026-10-13
CWA Asset Management Group, LLC
DECREASED3,4053,632-227-6%$278.1K$257.8K-$20.3K2026-10-19
Farther Finance Advisors, LLC
DECREASED3,3514,739-1,388-29%$362.8K$253.7K-$109.1K2026-10-08
BIP Wealth, LLC
INCREASED3,3203,307+13+0%$253.2K$251.4K-$1.8K2026-10-22
Sowell Financial Services LLC
DECREASED3,3073,324-17-1%$254.5K$250.4K-$4.1K2026-10-23
Mission Wealth Management, LP
DECREASED3,0823,098-16-1%$237.2K$233.4K-$3.8K2026-10-15
Sovran Advisors, LLC
INCREASED3,0522,878+174+6%$232.6K$245.7K+$13.1K2026-11-02
KCM Investment Advisors LLC
DECREASED3,0023,330-328-10%$254.9K$227.3K-$27.6K2026-10-27
Tandem Capital Management Corp
DECREASED2,9903,040-50-2%$232.7K$226.4K-$6.3K2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED2,9282,92800%$224.2K$221.7K-$2.5K2026-10-05
Prospera Financial Services Inc
DECREASED2,8392,989-150-5%$229.1K$227.2K-$1.8K2026-11-04
Koshinski Asset Management, Inc.
DECREASED2,7482,754-60%$210.8K$208.1K-$2.8K2026-10-29
Valley National Advisers Inc
UNCHANGED2,2672,26700%$173.6K$171.7K-$1.9K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED1,6971,69700%$130.0K$128.5K-$1.4K2026-11-02
Mather Group, Llc.
UNCHANGED1,5171,51700%$116.1K$114.9K-$1.3K2026-10-14
Assetmark, Inc
DECREASED1,2451,262-17-1%$96.6K$94.3K-$2.3K2026-10-21
Parallel Advisors, LLC
UNCHANGED1,2291,22900%$94.1K$93.1K-$1.0K2026-11-03
West Branch Capital LLC
UNCHANGED1,2251,22500%$93.8K$92.8K-$1.0K2026-10-20
Pathway Financial Advisers, LLC
NEW1,079—+1,079——$81.7K—2026-10-27
TFC Financial Management, Inc.
UNCHANGED1,0041,00400%$76.9K$76.0K-$8442026-10-26
TD Waterhouse Canada Inc.
UNCHANGED1,0001,00000%$78.2K$75.9K-$2.3K2026-10-16
Piscataqua Savings Bank
UNCHANGED74374300%$56.9K$56.3K-$6252026-10-21
EPG Wealth Management LLC
INCREASED738737+1+0%$56.4K$55.9K-$5272026-11-03
Latitude Advisors, LLC
NEW684—+684——$51.8K—2026-10-27
Caldwell Trust Co
UNCHANGED60060000%$45.9K$45.4K-$5042026-10-30
United Community Bank
UNCHANGED58258200%$44.6K$44.1K-$4892026-10-28
Spirit of America Management Corp
DECREASED55840,215-39,657-99%$514$43.5K+$43.0K2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED52152100%$39.9K$39.5K-$4372026-10-13
Financial Perspectives, Inc
UNCHANGED50550500%$38.7K$38.2K-$4242026-11-03
Cdkv Holdings LLC
UNCHANGED50050000%$38.3K$37.9K-$4202026-10-28
Decker Retirement Planning Inc.
INCREASED436423+13+3%$32.4K$33.0K+$6292026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED40040000%$30.6K$30.3K-$3362026-10-30
Larson Financial Group LLC
INCREASED35051+299+586%$3.9K$26.5K+$22.6K2026-11-05
Rossby Financial, LCC
UNCHANGED32532500%$24.9K$24.6K-$2732026-11-05
Tradewinds Capital Management, LLC
INCREASED318317+1+0%$24.3K$24.1K-$1782026-10-23
High Point Wealth Management, LLC
INCREASED306305+1+0%$23.4K$23.1K-$2102026-11-05
CX Institutional
INCREASED301287+14+5%$22$23+$12026-10-02
Gables Capital Management Inc.
UNCHANGED28328300%$21.7K$21.4K-$2372026-11-04
Security National Bank
NEW265—+265——$20.1K—2026-10-26
Creative Financial Designs Inc
UNCHANGED26026000%$19.9K$19.7K-$2192026-11-04
Signature Resources Capital Management, LLC
DECREASED258889-631-71%$68.1K$19.5K-$48.5K2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED24927+222+822%$2.1K$18.9K+$16.8K2026-11-02
Root Financial Partners, LLC
NEW245—+245——$18.6K—2026-10-21
Physician Wealth Advisors, Inc.
INCREASED209208+1+0%$15.9K$15.8K-$1332026-10-20
Signaturefd, LLC
UNCHANGED19519500%$15.0K$14.8K-$1642026-10-23
Simplex Trading, LLC
DECREASED156206-50-24%$15.8K$11.8K-$4.0K2026-11-04
Financial Management Professionals, Inc.
INCREASED137136+1+1%$10.4K$10.3K-$742026-10-23
AlphaCore Capital LLC
DECREASED136436-300-69%$33.4K$10.3K-$23.1K2026-11-04
Triumph Capital Management
UNCHANGED11711700%$9.0K$8.9K-$992026-10-14
Spire Wealth Management
UNCHANGED10010000%$7.7K$7.6K-$842026-10-30
Main Street Group, LTD
UNCHANGED10010000%$7.7K$7.6K-$842026-10-28
IFS Advisors, LLC
NEW82—+82——$6.2K—2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED515100%$3.9K$3.9K-$432026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED46606-560-92%$46.4K$3.5K-$42.9K2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED414100%$3.1K$3.1K-$342026-10-16
PFS Partners, LLC
UNCHANGED404000%$3.0K$3.0K-$222026-10-21
Wolff Wiese Magana LLC
UNCHANGED393900%$3.0K$3.0K-$322026-10-15
CoreCap Advisors, LLC
UNCHANGED353500%$2.7K$2.7K-$302026-10-08
Rydar Equities, Inc.
NEW29—+29——$2.2K—2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED292900%$2.2K$2.2K-$242026-10-06
Cape Investment Advisory, Inc.
UNCHANGED282800%$2.1K$2.1K-$162026-10-13
Elevated Capital Advisors, LLC
DECREASED25906-881-97%$69.4K$1.9K-$67.5K2026-11-04
Pflug Koory, LLC
UNCHANGED252500%$1.9K$1.9K-$212026-10-26
Birchbrook, Inc.
UNCHANGED161600%$1.2K$1.2K-$132026-10-14
Hughes Financial Services, LLC
UNCHANGED141400%$1.1K$1.1K+$552026-10-30
Blue Trust, Inc.
NEW2—+2——$138—2026-10-15
US Bancorp \de\
NEW1—+1——$76—2026-11-05
Athena Wealth Management, LLC
CLOSED03,340-3,340-100%$255.7K$0-$255.7K2026-10-09
Howard Financial Services, Ltd.
CLOSED02,918-2,918-100%$223.4K$0-$223.4K2026-10-15
First Heartland Consultants, Inc.
CLOSED02,622-2,622-100%$200.8K$0-$200.8K2026-10-08
SYM Financial Corp
CLOSED0500-500-100%$38.3K$0-$38.3K2026-10-26
Financial Network Wealth Advisors LLC
CLOSED0177-177-100%$13.6K$0-$13.6K2026-10-28
EverSource Wealth Advisors, LLC
CLOSED053-53-100%$4.1K$0-$4.1K2026-11-04
AdvisorNet Financial, Inc
CLOSED044-44-100%$3.4K$0-$3.4K2026-10-15
Bullock Wealth Management Group
CLOSED017-17-100%$1.3K$0-$1.3K2026-10-09
Avion Wealth
CLOSED07-7-100%$0$0$02026-11-04
Founders Capital Management
CLOSED07-7-100%$525$0-$5252026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$544.4K$524.1K-$20.3K2026-10-29
Charles Schwab Investment Management Inc
N/A—2,111,947-2,111,947-100%$161.7M———
Morgan Stanley
N/A—449,724-449,724-100%$34.4M———
Osaic Holdings, Inc.
N/A—369,981-369,981-100%$28.3M———
LPL Financial LLC
N/A—254,016-254,016-100%$19.4M———
Mercer Global Advisors Inc
N/A—218,004-218,004-100%$16.7M———
AE Wealth Management LLC
N/A—142,087-142,087-100%$10.9M———
JPMorgan Chase & Co
N/A—133,185-133,185-100%$10.2M———
Bank of America Corp
N/A—126,997-126,997-100%$9.7M———
HighTower Advisors, LLC
N/A—120,166-120,166-100%$9.2M———
Stifel Financial Corp
N/A—118,630-118,630-100%$9.1M———
FMR LLC
N/A—106,746-106,746-100%$8.2M———
Two Sigma Investments, LP
N/A—98,700-98,700-100%$7.6M———
Northwestern Mutual Wealth Management Co
N/A—96,034-96,034-100%$7.4M———
Modern Wealth Management, LLC
N/A—91,614-91,614-100%$7.0M———
Goldman Sachs Group Inc
N/A—78,252-78,252-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—70,929-70,929-100%$5.4M———
NorthCoast Asset Management LLC
N/A—69,086-69,086-100%$5.3M———
Ameriprise Financial Inc
N/A—59,416-59,416-100%$4.5M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—55,086-55,086-100%$13.1M———
Mariner, LLC
N/A—49,361-49,361-100%$3.8M———
Wells Fargo & Company
N/A—47,836-47,836-100%$3.7M———
Royal Bank of Canada
N/A—43,856-43,856-100%$3.4M———
Summit Financial, LLC
N/A—42,990-42,990-100%$3.3M———
O'shaughnessy Asset Management, LLC
N/A—37,008-37,008-100%$2.8M———
EP Wealth Advisors, LLC
N/A—36,536-36,536-100%$2.8M———
Cetera Investment Advisers
N/A—36,183-36,183-100%$2.8M———
Maxele Advisors, LLC
N/A—31,463-31,463-100%$2.4M———
Raymond James Financial Inc
N/A—31,257-31,257-100%$2.4M———
Jacobs Equity LLC
N/A—30,916-30,916-100%$2.4M———
UBS Group AG
N/A—30,695-30,695-100%$2.4M———
Envestnet Asset Management Inc
N/A—30,298-30,298-100%$2.3M———
Lifeworks Advisors, LLC
N/A—30,120-30,120-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—29,201-29,201-100%$2.2M———
Jones Financial Companies Lllp
N/A—28,401-28,401-100%$2.2M———
Merit Financial Group, LLC
N/A—27,829-27,829-100%$2.1M———
Snowden Capital Advisors LLC
N/A—25,784-25,784-100%$2.0M———
Susquehanna International Group, LLP
N/A—23,516-23,516-100%$1.8M———
Gotham Asset Management, LLC
N/A—20,450-20,450-100%$1.6M———
Fisher Asset Management, LLC
N/A—19,428-19,428-100%$1.5M———
Quantinno Capital Management LP
N/A—19,316-19,316-100%$1.5M———
Atlas Capital Advisors Inc.
N/A—15,723-15,723-100%$1.2M———
MAI Capital Management
N/A—15,358-15,358-100%$1.2M———
AQR Capital Management LLC
N/A—12,650-12,650-100%$968.5K———
Western Wealth Management, LLC
N/A—12,299-12,299-100%$941.6K———
&partners
N/A—12,234-12,234-100%$936.6K———
Pacific SUN Financial Corp
N/A—12,063-12,063-100%$923.5K———
Arax Advisory Partners
N/A—10,060-10,060-100%$770.2K———
Gladstone Institutional Advisory LLC
N/A—9,625-9,625-100%$736.9K———
World Investment Advisors
N/A—9,489-9,489-100%$667.4K———
XTX Topco Ltd
N/A—9,102-9,102-100%$696.8K———
Centaurus Financial, Inc.
N/A—8,910-8,910-100%$682.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,617-8,617-100%$659.7K———
Nova Wealth Management, Inc.
N/A—8,474-8,474-100%$648.8K———
MML Investors Services, LLC
N/A—7,902-7,902-100%$605.0K———
Advisory Services Network, LLC
N/A—7,146-7,146-100%$547.1K———
AssuredPartners Investment Advisors, LLC
N/A—6,991-6,991-100%$535.2K———
Noble Wealth Partners LLC
N/A—6,876-6,876-100%$526.5K———
Captrust Financial Advisors
N/A—6,254-6,254-100%$478.8K———
Birchcreek Wealth Management, LLC
N/A—6,248-6,248-100%$478.3K———
Private Advisor Group, LLC
N/A—6,078-6,078-100%$465.3K———
Pallas Capital Advisors LLC
N/A—5,875-5,875-100%$449.8K———
Janney Montgomery Scott LLC
N/A—5,725-5,725-100%$438.0K———
Beckerman Institutional, LLC
N/A—5,413-5,413-100%$414.5K———
Pathstone Holdings, LLC
N/A—5,360-5,360-100%$410.4K———
Nwam LLC
N/A—5,175-5,175-100%$396.2K———
Financial Freedom, LLC
N/A—4,836-4,836-100%$370.2K———
Mutual Advisors, LLC
N/A—4,387-4,387-100%$335.8K———
Point72 Asset Management, L.P.
N/A—4,265-4,265-100%$326.5K———
Purkiss Capital Advisors LLC
N/A—4,189-4,189-100%$320.7K———
Meeder Advisory Services, Inc.
N/A—4,000-4,000-100%$306.2K———
Darden Wealth Group Inc
N/A—3,900-3,900-100%$298.6K———
NewEdge Advisors, LLC
N/A—3,773-3,773-100%$288.8K———
SVB Wealth LLC
N/A—3,762-3,762-100%$288.0K———
Focus Partners Wealth
N/A—3,647-3,647-100%$279.3K———
Harding Loevner LP
N/A—3,625-3,625-100%$293.9K———
IEQ Capital, LLC
N/A—3,603-3,603-100%$275.8K———
River Wealth Advisors LLC
N/A—3,532-3,532-100%$270.4K———
Whalerock Point Partners, LLC
N/A—3,479-3,479-100%$266.4K———
Prasad Wealth Partners, LLC
N/A—3,475-3,475-100%$266.0K———
Panoramic Investment Advisors, LLC
N/A—3,400-3,400-100%$260.3K———
Principal Securities, Inc.
N/A—3,373-3,373-100%$258.2K———
Integrated Wealth Concepts LLC
N/A—3,209-3,209-100%$245.7K———
Stock Yards Bank & Trust Co
N/A—3,030-3,030-100%$232.0K———
Astra Wealth Partners LLC
N/A—2,841-2,841-100%$217.5K———
BlackRock, Inc.
N/A—2,696-2,696-100%$206.4K———
Global Retirement Partners, LLC
N/A—2,542-2,542-100%$194.6K———
Atlantic Union Bankshares Corp
N/A—2,519-2,519-100%$192.9K———
BFC Planning, Inc.
N/A—2,478-2,478-100%$189.7K———
Silver OAK Securities, Incorporated
N/A—2,392-2,392-100%$183.1K———
Harbour Investments, Inc.
N/A—2,093-2,093-100%$160.2K———
Howe & Rusling Inc
N/A—1,765-1,765-100%$135.1K———
Rialto Wealth Management, LLC
N/A—1,573-1,573-100%$120.4K———
Bogart Wealth, LLC
N/A—1,544-1,544-100%$118.2K———
Bessemer Group Inc
N/A—1,505-1,505-100%$115.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,500-1,500-100%$114.8K———
Rockefeller Capital Management L.P.
N/A—1,426-1,426-100%$109.2K———
Qube Research & Technologies Ltd
N/A—1,073-1,073-100%$82.1K———
Quent Capital, LLC
N/A—832-832-100%$63.7K———
HighMark Wealth Management LLC
N/A—611-611-100%$46.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—610-610-100%$46.7K———
Colonial Trust Co / SC
N/A—568-568-100%$43.5K———
Keating Financial Advisory Services, Inc.
N/A—530-530-100%$40.6K———
Blair William & Co
N/A—524-524-100%$40.1K———
PNC Financial Services Group, Inc.
N/A—512-512-100%$39.2K———
Fiduciary Financial Advisors
N/A—501-501-100%$38.2K———
Brown Brothers Harriman & Co
N/A—487-487-100%$37.3K———
Anchor Bay Capital, Inc.
N/A—390-390-100%$32.1K———
Glen Eagle Advisors, LLC
N/A—335-335-100%$25.6K———
Aptus Capital Advisors, LLC
N/A—330-330-100%$25.3K———
SHP Wealth Management
N/A—266-266-100%$20.4K———
Allworth Financial LP
N/A—232-232-100%$17.8K———
Steigerwald, Gordon & Koch Inc.
N/A—184-184-100%$14.1K———
Tidemark, LLC
N/A—150-150-100%$11.5K———
Waverly Advisors, LLC
N/A—140-140-100%$10.7K———
UBS Asset Management Americas LLC
N/A—132-132-100%$10.1K———
BOK Financial Private Wealth, Inc.
N/A—87-87-100%$6.7K———
Oakmont Advisory Group, LLC
N/A—66-66-100%$5.1K———
Motco
N/A—61-61-100%$4.7K———
Rothschild Investment LLC
N/A—29-29-100%$2.2K———
Geneos Wealth Management Inc.
N/A—21-21-100%$1.6K———
Transamerica Financial Advisors, LLC
N/A—9-9-100%$732———
Russell Investments Group, Ltd.
N/A—3-3-100%$230———
Federation des caisses Desjardins du Quebec
N/A—1-1-100%$77———
Ancora Advisors LLCA
N/A—00—$26———
Victory Capital Management Inc
N/A—00—$3———
Showing 272 of 272 institutions