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Fidelity Msci US Utilities (FUTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares704,950 from 551,566
Change+153,384 (+28%)
Value$36.0M (+$3.8M)
Filed 2026-11-04
Traphagen Investment Advisors LLC
INCREASED
Shares551,387 from 449,543
Change+101,844 (+23%)
Value$28.1M (+$1.9M)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares475,112 from 549,769
Change-74,657 (-14%)
Value$24.3M (-$7.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares440,688 from 416,333
Change+24,355 (+6%)
Value$22.5M (-$1.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares327,878 from 399,807
Change-71,929 (-18%)
Value$16.7M (-$6.6M)
Filed 2026-11-02
Northside Capital Management, LLC
INCREASED
Shares168,685 from 135,459
Change+33,226 (+25%)
Value$8.6M (+$697.9K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares158,299 from 151,028
Change+7,271 (+5%)
Value$8.1M (-$741.9K)
Filed 2026-10-23
AGF Management LTD
INCREASED
Shares104,196 from 103,050
Change+1,146 (+1%)
Value$5.3M (-$701.0K)
Filed 2026-11-03
Sweeney & Michel, LLC
DECREASED
Shares94,686 from 95,020
Change-334 (0%)
Value$4.8M (-$521.6K)
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares80,561 from 79,977
Change+584 (+1%)
Value$4.1M (-$559.6K)
Filed 2026-10-08
Richard C. Young & Co., Ltd.
DECREASED
Shares73,560 from 74,002
Change-442 (-1%)
Value$3.8M (-$568.0K)
Filed 2026-11-04
Maltin Wealth Management, Inc.
INCREASED
Shares73,509 from 71,888
Change+1,621 (+2%)
Value$3.8M (-$447.1K)
Filed 2026-10-13
Targeted Financial Services LLC
INCREASED
Shares63,885 from 58,504
Change+5,381 (+9%)
Value$3.3M (-$156.5K)
Filed 2026-10-19
Grey Ledge Advisors, LLC
INCREASED
Shares55,440 from 55,038
Change+402 (+1%)
Value$2.8M (-$385.1K)
Filed 2026-11-02
Yoder Wealth Management, Inc.
INCREASED
Shares50,188 from 44,768
Change+5,420 (+12%)
Value$2.6M (-$53.3K)
Filed 2026-10-13
Simon Quick Advisors, LLC
DECREASED
Shares42,852 from 52,155
Change-9,303 (-18%)
Value$2.2M (-$859.3K)
Filed 2026-10-26
Wealth Alliance Advisory Group, LLC
DECREASED
Shares37,661 from 41,891
Change-4,230 (-10%)
Value$1.9M (-$524.7K)
Filed 2026-10-14
High Point Wealth Management, LLC
DECREASED
Shares35,355 from 36,594
Change-1,239 (-3%)
Value$1.8M (-$332.9K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares34,239 from 33,117
Change+1,122 (+3%)
Value$1.7M (-$186.8K)
Filed 2026-10-30
RFG Advisory, LLC
NEW
Shares33,179
Change+33,179
Value$1.7M
Filed 2026-11-03
Miller Howard Investments Inc
NEW
Shares31,234
Change+31,234
Value$1.6M
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares25,716 from 18,809
Change+6,907 (+37%)
Value$1.3M (+$214.0K)
Filed 2026-11-04
Investment Management Corp
INCREASED
Shares25,617 from 24,459
Change+1,158 (+5%)
Value$1.3M (-$121.1K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares25,388 from 52,404
Change-27,016 (-52%)
Value$1.3M (-$1.8M)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares25,107 from 22,787
Change+2,320 (+10%)
Value$1.3M (-$49.5K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares24,153 from 26,588
Change-2,435 (-9%)
Value$1.2M (-$320.3K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares23,386 from 44,663
Change-21,277 (-48%)
Value$1.2M (-$1.4M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares23,215 from 21,575
Change+1,640 (+8%)
Value$1.2M (-$75.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares23,186 from 21,247
Change+1,939 (+9%)
Value$1.2M (-$57.6K)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
DECREASED
Shares21,900 from 65,425
Change-43,525 (-67%)
Value$1.1M (-$2.7M)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares19,732 from 19,734
Change-2 (0%)
Value$1.0M (-$145.6K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED
Shares17,472 from 16,495
Change+977 (+6%)
Value$891.9K (-$71.7K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares17,326 from 14,457
Change+2,869 (+20%)
Value$930.9K (+$86.4K)
Filed 2026-10-16
Lynch & Associates
INCREASED
Shares17,200 from 15,962
Change+1,238 (+8%)
Value$878.1K (-$54.4K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares15,560 from 7,250
Change+8,310 (+115%)
Value$794.3K (+$370.8K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,791 from 16,355
Change-1,564 (-10%)
Value$784.5K (-$172.8K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares14,490 from 5,413
Change+9,077 (+168%)
Value$743.5K (+$431.0K)
Filed 2026-11-04
Beam Wealth Advisors, Inc.
DECREASED
Shares13,877 from 13,892
Change-15 (0%)
Value$708.4K (-$103.2K)
Filed 2026-11-03
Smith Salley Wealth Management
DECREASED
Shares13,435 from 13,437
Change-2 (0%)
Value$685.8K (-$99.2K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares12,758 from 11,959
Change+799 (+7%)
Value$651.3K (-$47.3K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares12,661 from 4,423
Change+8,238 (+186%)
Value$646.3K (+$387.9K)
Filed 2026-10-13
Cottage Street Advisors LLC
INCREASED
Shares12,523 from 4,358
Change+8,165 (+187%)
Value$639.3K (+$384.7K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares12,515 from 11,212
Change+1,303 (+12%)
Value$638.9K (-$16.1K)
Filed 2026-10-26
Avaii Wealth Management, LLC
DECREASED
Shares12,386 from 143,133
Change-130,747 (-91%)
Value$638.2K (-$7.7M)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares12,375 from 12,691
Change-316 (-2%)
Value$631.7K (-$109.7K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,149 from 43,346
Change-31,197 (-72%)
Value$620.2K (-$1.9M)
Filed 2026-10-23
American National Bank & Trust
INCREASED
Shares11,990 from 11,438
Change+552 (+5%)
Value$612.1K (-$56.0K)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares11,703 from 10,865
Change+838 (+8%)
Value$597.4K (-$37.3K)
Filed 2026-10-22
Global Financial Private Client, LLC
DECREASED
Shares11,475 from 11,528
Change-53 (0%)
Value$585.8K (-$87.7K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares11,264 from 11,297
Change-33 (0%)
Value$575.0K (-$84.9K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares10,905 from 10,138
Change+767 (+8%)
Value$606.8K (+$21.1K)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares10,820 from 5,559
Change+5,261 (+95%)
Value$552.4K (+$227.6K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares10,815 from 9,394
Change+1,421 (+15%)
Value$552.1K (+$3.3K)
Filed 2026-11-04
Aspetuck Financial Management LLC
INCREASED
Shares10,536 from 9,446
Change+1,090 (+12%)
Value$537.9K (-$14.0K)
Filed 2026-11-04
Elevation Wealth Management LLC
INCREASED
Shares10,218 from 9,020
Change+1,198 (+13%)
Value$521.6K (-$5.3K)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares9,858 from 11,853
Change-1,995 (-17%)
Value$503.2K (-$189.2K)
Filed 2026-10-23
Demars Financial Group, LLC
DECREASED
Shares9,536 from 9,835
Change-299 (-3%)
Value$486.8K (-$87.7K)
Filed 2026-10-22
Financial Management Network Inc
DECREASED
Shares9,294 from 9,842
Change-548 (-6%)
Value$478.8K (-$94.8K)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares9,242 from 9,240
Change+2 (+0%)
Value$471.8K (-$68.0K)
Filed 2026-11-04
Centennial Wealth Advisory LLC
INCREASED
Shares8,862 from 8,624
Change+238 (+3%)
Value$454.2K (-$49.5K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares8,538 from 7,033
Change+1,505 (+21%)
Value$435.8K (+$25.0K)
Filed 2026-11-05
Independence Financial Advisors, LLC
DECREASED
Shares8,421 from 17,228
Change-8,807 (-51%)
Value$429.9K (-$576.5K)
Filed 2026-10-08
Ellis Investment Partners, LLC
DECREASED
Shares7,406 from 7,665
Change-259 (-3%)
Value$378.1K (-$69.7K)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares7,244 from 6,990
Change+254 (+4%)
Value$369.8K (-$38.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares7,113 from 7,139
Change-26 (0%)
Value$363.1K (-$53.9K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares7,101 from 3,484
Change+3,617 (+104%)
Value$362.5K (+$159.0K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares7,081 from 5,618
Change+1,463 (+26%)
Value$361.5K (+$33.3K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares6,633
Change+6,633
Value$345.9K
Filed 2026-11-03
Diversify Advisory Services, LLC
NEW
Shares6,566
Change+6,566
Value$352.8K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares6,566
Change+6,566
Value$352.8K
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares6,495 from 5,809
Change+686 (+12%)
Value$331.6K (-$7.8K)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares6,182 from 6,181
Change+1 (+0%)
Value$318.5K (-$46.0K)
Filed 2026-10-05
Asset One Wealth Management LLC
DECREASED
Shares5,786 from 8,641
Change-2,855 (-33%)
Value$295.4K (-$209.1K)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares5,654 from 5,621
Change+33 (+1%)
Value$288.6K (-$39.7K)
Filed 2026-10-29
Crane Advisory, LLC
INCREASED
Shares5,441 from 5,411
Change+30 (+1%)
Value$281.2K (-$36.2K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares5,401 from 5,214
Change+187 (+4%)
Value$275.7K (-$28.9K)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares5,370 from 5,347
Change+23 (+0%)
Value$274.1K (-$38.3K)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares5,270 from 5,607
Change-337 (-6%)
Value$269.0K (-$58.5K)
Filed 2026-11-04
KDK Private Wealth Management, LLC
DECREASED
Shares5,144 from 5,149
Change-5 (0%)
Value$262.6K (-$38.2K)
Filed 2026-11-03
Live Oak Investment Partners
INCREASED
Shares5,126 from 4,902
Change+224 (+5%)
Value$261.7K (-$24.7K)
Filed 2026-10-23
SpringVest Wealth Management LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$260.4K (-$37.6K)
Filed 2026-10-27
Graham Capital Wealth Management, LLC
INCREASED
Shares4,964 from 4,701
Change+263 (+6%)
Value$253.4K (-$21.2K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
DECREASED
Shares4,835 from 5,104
Change-269 (-5%)
Value$246.8K (-$51.4K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares4,449 from 4,964
Change-515 (-10%)
Value$227.1K (-$62.9K)
Filed 2026-10-30
D.B. Root & Company, LLC
UNCHANGED
Shares4,377 from 4,377
Change0 (0%)
Value$223.4K (-$32.3K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares4,354 from 4,289
Change+65 (+2%)
Value$222.3K (-$28.3K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
DECREASED
Shares4,286 from 4,465
Change-179 (-4%)
Value$218.8K (-$42.1K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
DECREASED
Shares4,147 from 4,188
Change-41 (-1%)
Value$211.7K (-$32.9K)
Filed 2026-11-02
Marotta Asset Management
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$211.5K (-$27.7K)
Filed 2026-10-02
Westhampton Capital, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$203.9K (-$29.4K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares3,974 from 60,055
Change-56,081 (-93%)
Value$203.0K (-$3.3M)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares3,258 from 3,200
Change+58 (+2%)
Value$166.4K (-$20.6K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
DECREASED
Shares2,593 from 17,477
Change-14,884 (-85%)
Value$132.4K (-$888.6K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,332 from 2,000
Change+332 (+17%)
Value$119.0K (+$2.2K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares2,075 from 2,068
Change+7 (+0%)
Value$105.9K (-$14.9K)
Filed 2026-10-16
Roxbury Financial LLC
INCREASED
Shares2,029 from 1,616
Change+413 (+26%)
Value$103.6K (+$9.2K)
Filed 2026-10-01
Latitude Advisors, LLC
NEW
Shares1,984
Change+1,984
Value$101.3K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares1,639 from 1,694
Change-55 (-3%)
Value$83.7K (-$15.3K)
Filed 2026-10-28
Rossby Financial, LCC
DECREASED
Shares1,622 from 2,563
Change-941 (-37%)
Value$82.8K (-$66.9K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares1,439 from 1,167
Change+272 (+23%)
Value$73.5K (+$5.3K)
Filed 2026-11-05
Roman Butler Fullerton & Co
DECREASED
Shares1,391 from 19,278
Change-17,887 (-93%)
Value$264.8K (-$871.0K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$66.4K (-$9.6K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares1,231 from 1,227
Change+4 (+0%)
Value$63 (-$9)
Filed 2026-10-02
Trust Co of Vermont
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$61.8K (-$8.9K)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares1,048 from 1,042
Change+6 (+1%)
Value$53.5K (-$7.4K)
Filed 2026-11-03
Holos Integrated Wealth LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$53.4K (-$5.5K)
Filed 2026-10-23
Hanson & Doremus Investment Management
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$31.0K (-$5.0K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares506 from 6,112
Change-5,606 (-92%)
Value$25.8K (-$331.2K)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares500 from 520
Change-20 (-4%)
Value$25.5K (-$4.9K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$25.3K (-$3.6K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$27.1K ($0)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares413 from 577
Change-164 (-28%)
Value$21.1K (-$12.6K)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.4K (-$2.9K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$20.0K (-$2.9K)
Filed 2026-11-02
Parkside Financial Bank & Trust
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$17.6K (-$2.5K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares250
Change+250
Value$12.8K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares226 from 224
Change+2 (+1%)
Value$11.5K (-$1.6K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$11.4K (-$1.7K)
Filed 2026-10-02
Gamma Investing LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$9.7K (-$1.4K)
Filed 2026-10-08
Key Capital Management, Inc
INCREASED
Shares171 from 131
Change+40 (+31%)
Value$8.7K (+$1.1K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares158 from 191
Change-33 (-17%)
Value$8.1K (-$3.1K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares135
Change+135
Value$6.9K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$6.2K (-$899)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares117 from 138
Change-21 (-15%)
Value$6.0K (-$2.1K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares114 from 113
Change+1 (+1%)
Value$5.8K (-$789)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares104 from 101
Change+3 (+3%)
Value$5.3K (-$591)
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.1K (-$728)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$5.0K (-$715)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$4.5K (-$609)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares82 from 71
Change+11 (+15%)
Value$4.2K (+$38)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.8K (-$553)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares70 from 65
Change+5 (+8%)
Value$3.6K (-$224)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.6K (-$515)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares64 from 164
Change-100 (-61%)
Value$3.3K (-$6.3K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.7K (-$390)
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.6K (-$375)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
NEW
Shares46
Change+46
Value$2.3K
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares32
Change+32
Value$1.6K
Filed 2026-11-03
Mondrian Investment Partners LTD
NEW
Shares30
Change+30
Value$1.6K
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.5K (-$214)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares27 from 243
Change-216 (-89%)
Value$1.4K (-$12.8K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (-$170)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares21 from 20
Change+1 (+5%)
Value$1.0K (-$143)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$766 (-$110)
Filed 2026-10-23
Duncker Streett & Co Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$613 (-$88)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$562 (-$81)
Filed 2026-10-22
Mechanics Financial Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$357 (-$52)
Filed 2026-11-05
Bank of New York Mellon Corp
CLOSED
Shares0 from 64,580
Change-64,580 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Park Avenue Securities LLC
CLOSED
Shares0 from 21,116
Change-21,116 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Emerald Advisors, LLC
CLOSED
Shares0 from 14,013
Change-14,013 (-100%)
Value$0 (-$818.7K)
Filed 2026-10-13
Rossmore Private Capital
CLOSED
Shares0 from 6,899
Change-6,899 (-100%)
Value$0 (-$403.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 5,254
Change-5,254 (-100%)
Value$0 (-$306.9K)
Filed 2026-10-21
Fifth Third Securities, Inc.
CLOSED
Shares0 from 4,764
Change-4,764 (-100%)
Value$0 (-$278.3K)
Filed 2026-10-21
BKM Wealth Management, LLC
CLOSED
Shares0 from 4,160
Change-4,160 (-100%)
Value$0 (-$243.0K)
Filed 2026-10-22
VCI Wealth Management LLC
CLOSED
Shares0 from 3,885
Change-3,885 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-29
Trail Ridge Investment Advisors, LLC
CLOSED
Shares0 from 3,709
Change-3,709 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-16
First Horizon Corp
CLOSED
Shares0 from 774
Change-774 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-21
POM Investment Strategies, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-28
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$49)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$914.5K (-$86.0K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 6,885,482
Change-6,885,482 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,865,665
Change-1,865,665 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 867,808
Change-867,808 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 793,095
Change-793,095 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 419,958
Change-419,958 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 374,744
Change-374,744 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 341,739
Change-341,739 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 296,955
Change-296,955 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 285,680
Change-285,680 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 196,486
Change-196,486 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 156,107
Change-156,107 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 155,914
Change-155,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 104,260
Change-104,260 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 97,905
Change-97,905 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 92,191
Change-92,191 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 91,348
Change-91,348 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,699
Change-75,699 (-100%)
Value—
UBS Group AG
N/A
Shares— from 73,761
Change-73,761 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 64,059
Change-64,059 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,053
Change-63,053 (-100%)
Value—
FMR LLC
N/A
Shares— from 59,818
Change-59,818 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 59,173
Change-59,173 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 54,378
Change-54,378 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 50,181
Change-50,181 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 41,897
Change-41,897 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 41,605
Change-41,605 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,313
Change-39,313 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 36,489
Change-36,489 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 35,892
Change-35,892 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 31,055
Change-31,055 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 30,637
Change-30,637 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 27,902
Change-27,902 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 27,198
Change-27,198 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 26,719
Change-26,719 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,166
Change-25,166 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 25,142
Change-25,142 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 24,140
Change-24,140 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,285
Change-22,285 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 22,271
Change-22,271 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 22,255
Change-22,255 (-100%)
Value—
Nwam LLC
N/A
Shares— from 22,207
Change-22,207 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,757
Change-16,757 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,320
Change-15,320 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,518
Change-14,518 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 14,181
Change-14,181 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,129
Change-13,129 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,627
Change-12,627 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,859
Change-11,859 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 11,126
Change-11,126 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
&partners
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 738
Change-738 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 610
Change-610 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 297
Change-297 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 127
Change-127 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 101
Change-101 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 20
Change-20 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5
Change-5 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Lido Advisors, LLC
INCREASED704,950551,566+153,384+28%$32.2M$36.0M+$3.8M2026-11-04
Traphagen Investment Advisors LLC
INCREASED551,387449,543+101,844+23%$26.3M$28.1M+$1.9M2026-10-14
Kestra Advisory Services, LLC
DECREASED475,112549,769-74,657-14%$32.1M$24.3M-$7.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED440,688416,333+24,355+6%$24.3M$22.5M-$1.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED327,878399,807-71,929-18%$23.4M$16.7M-$6.6M2026-11-02
Northside Capital Management, LLC
INCREASED168,685135,459+33,226+25%$7.9M$8.6M+$697.9K2026-10-13
Apollon Wealth Management, LLC
INCREASED158,299151,028+7,271+5%$8.8M$8.1M-$741.9K2026-10-23
AGF Management LTD
INCREASED104,196103,050+1,146+1%$6.0M$5.3M-$701.0K2026-11-03
Sweeney & Michel, LLC
DECREASED94,68695,020-3340%$5.4M$4.8M-$521.6K2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED80,56179,977+584+1%$4.7M$4.1M-$559.6K2026-10-08
Richard C. Young & Co., Ltd.
DECREASED73,56074,002-442-1%$4.3M$3.8M-$568.0K2026-11-04
Maltin Wealth Management, Inc.
INCREASED73,50971,888+1,621+2%$4.2M$3.8M-$447.1K2026-10-13
Targeted Financial Services LLC
INCREASED63,88558,504+5,381+9%$3.4M$3.3M-$156.5K2026-10-19
Grey Ledge Advisors, LLC
INCREASED55,44055,038+402+1%$3.2M$2.8M-$385.1K2026-11-02
Yoder Wealth Management, Inc.
INCREASED50,18844,768+5,420+12%$2.6M$2.6M-$53.3K2026-10-13
Simon Quick Advisors, LLC
DECREASED42,85252,155-9,303-18%$3.0M$2.2M-$859.3K2026-10-26
Wealth Alliance Advisory Group, LLC
DECREASED37,66141,891-4,230-10%$2.4M$1.9M-$524.7K2026-10-14
High Point Wealth Management, LLC
DECREASED35,35536,594-1,239-3%$2.1M$1.8M-$332.9K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED34,23933,117+1,122+3%$1.9M$1.7M-$186.8K2026-10-30
RFG Advisory, LLC
NEW33,179—+33,179——$1.7M—2026-11-03
Miller Howard Investments Inc
NEW31,234—+31,234——$1.6M—2026-10-26
Citigroup Inc
INCREASED25,71618,809+6,907+37%$1.1M$1.3M+$214.0K2026-11-04
Investment Management Corp
INCREASED25,61724,459+1,158+5%$1.4M$1.3M-$121.1K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED25,38852,404-27,016-52%$3.1M$1.3M-$1.8M2026-10-22
Lanark Financial, Inc.
INCREASED25,10722,787+2,320+10%$1.3M$1.3M-$49.5K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED24,15326,588-2,435-9%$1.6M$1.2M-$320.3K2026-11-05
Sigma Planning Corp
DECREASED23,38644,663-21,277-48%$2.6M$1.2M-$1.4M2026-10-23
Independent Financial Group, LLC
INCREASED23,21521,575+1,640+8%$1.3M$1.2M-$75.2K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED23,18621,247+1,939+9%$1.2M$1.2M-$57.6K2026-10-13
Primoris Wealth Advisors, LLC
DECREASED21,90065,425-43,525-67%$3.8M$1.1M-$2.7M2026-10-28
Farther Finance Advisors, LLC
DECREASED19,73219,734-20%$1.2M$1.0M-$145.6K2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED17,47216,495+977+6%$963.6K$891.9K-$71.7K2026-10-26
Mosley Wealth Management
INCREASED17,32614,457+2,869+20%$844.6K$930.9K+$86.4K2026-10-16
Lynch & Associates
INCREASED17,20015,962+1,238+8%$932.5K$878.1K-$54.4K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED15,5607,250+8,310+115%$423.5K$794.3K+$370.8K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED14,79116,355-1,564-10%$957.3K$784.5K-$172.8K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED14,4905,413+9,077+168%$312.5K$743.5K+$431.0K2026-11-04
Beam Wealth Advisors, Inc.
DECREASED13,87713,892-150%$811.6K$708.4K-$103.2K2026-11-03
Smith Salley Wealth Management
DECREASED13,43513,437-20%$785.0K$685.8K-$99.2K2026-11-03
Daymark Wealth Partners, LLC
INCREASED12,75811,959+799+7%$698.6K$651.3K-$47.3K2026-11-04
Signal Advisors Wealth, LLC
INCREASED12,6614,423+8,238+186%$258.4K$646.3K+$387.9K2026-10-13
Cottage Street Advisors LLC
INCREASED12,5234,358+8,165+187%$254.6K$639.3K+$384.7K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED12,51511,212+1,303+12%$655.0K$638.9K-$16.1K2026-10-26
Avaii Wealth Management, LLC
DECREASED12,386143,133-130,747-91%$8.4M$638.2K-$7.7M2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED12,37512,691-316-2%$741.4K$631.7K-$109.7K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED12,14943,346-31,197-72%$2.5M$620.2K-$1.9M2026-10-23
American National Bank & Trust
INCREASED11,99011,438+552+5%$668.1K$612.1K-$56.0K2026-10-07
Brookstone Capital Management
INCREASED11,70310,865+838+8%$634.7K$597.4K-$37.3K2026-10-22
Global Financial Private Client, LLC
DECREASED11,47511,528-530%$673.5K$585.8K-$87.7K2026-10-15
PFG Advisors
DECREASED11,26411,297-330%$659.9K$575.0K-$84.9K2026-10-16
Sovran Advisors, LLC
INCREASED10,90510,138+767+8%$585.7K$606.8K+$21.1K2026-11-02
Heck Capital Advisors, LLC
INCREASED10,8205,559+5,261+95%$324.8K$552.4K+$227.6K2026-10-14
Creative Financial Designs Inc
INCREASED10,8159,394+1,421+15%$548.8K$552.1K+$3.3K2026-11-04
Aspetuck Financial Management LLC
INCREASED10,5369,446+1,090+12%$551.8K$537.9K-$14.0K2026-11-04
Elevation Wealth Management LLC
INCREASED10,2189,020+1,198+13%$526.9K$521.6K-$5.3K2026-11-02
Mascoma Wealth Management LLC
DECREASED9,85811,853-1,995-17%$692.5K$503.2K-$189.2K2026-10-23
Demars Financial Group, LLC
DECREASED9,5369,835-299-3%$574.6K$486.8K-$87.7K2026-10-22
Financial Management Network Inc
DECREASED9,2949,842-548-6%$573.6K$478.8K-$94.8K2026-10-09
AlphaCore Capital LLC
INCREASED9,2429,240+2+0%$539.8K$471.8K-$68.0K2026-11-04
Centennial Wealth Advisory LLC
INCREASED8,8628,624+238+3%$503.8K$454.2K-$49.5K2026-10-16
Meridian Wealth Management, LLC
INCREASED8,5387,033+1,505+21%$410.9K$435.8K+$25.0K2026-11-05
Independence Financial Advisors, LLC
DECREASED8,42117,228-8,807-51%$1.0M$429.9K-$576.5K2026-10-08
Ellis Investment Partners, LLC
DECREASED7,4067,665-259-3%$447.8K$378.1K-$69.7K2026-10-21
WBH Advisory Inc
INCREASED7,2446,990+254+4%$408.4K$369.8K-$38.6K2026-11-05
Concurrent Investment Advisors, LLC
DECREASED7,1137,139-260%$417.0K$363.1K-$53.9K2026-10-16
Fifth Third Bancorp
INCREASED7,1013,484+3,617+104%$203.5K$362.5K+$159.0K2026-11-05
Creative Planning
INCREASED7,0815,618+1,463+26%$328.2K$361.5K+$33.3K2026-11-02
StoneX Group Inc.
NEW6,633—+6,633——$345.9K—2026-11-03
Diversify Advisory Services, LLC
NEW6,566—+6,566——$352.8K—2026-10-20
Diversify Wealth Management, LLC
NEW6,566—+6,566——$352.8K—2026-10-20
D.A. Davidson & Co.
INCREASED6,4955,809+686+12%$339.4K$331.6K-$7.8K2026-10-28
Ballew Advisors, Inc
INCREASED6,1826,181+1+0%$364.5K$318.5K-$46.0K2026-10-05
Asset One Wealth Management LLC
DECREASED5,7868,641-2,855-33%$504.5K$295.4K-$209.1K2026-11-02
Traynor Capital Management, Inc.
INCREASED5,6545,621+33+1%$328.4K$288.6K-$39.7K2026-10-29
Crane Advisory, LLC
INCREASED5,4415,411+30+1%$317.4K$281.2K-$36.2K2026-10-13
Schmidt P J Investment Management Inc
INCREASED5,4015,214+187+4%$304.6K$275.7K-$28.9K2026-11-02
Accel Wealth Management
INCREASED5,3705,347+23+0%$312.4K$274.1K-$38.3K2026-10-13
Kingdom Financial Group Llc.
DECREASED5,2705,607-337-6%$327.5K$269.0K-$58.5K2026-11-04
KDK Private Wealth Management, LLC
DECREASED5,1445,149-50%$300.8K$262.6K-$38.2K2026-11-03
Live Oak Investment Partners
INCREASED5,1264,902+224+5%$286.4K$261.7K-$24.7K2026-10-23
SpringVest Wealth Management LLC
UNCHANGED5,1005,10000%$297.9K$260.4K-$37.6K2026-10-27
Graham Capital Wealth Management, LLC
INCREASED4,9644,701+263+6%$274.6K$253.4K-$21.2K2026-10-26
Pathway Financial Advisers, LLC
DECREASED4,8355,104-269-5%$298.2K$246.8K-$51.4K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED4,4494,964-515-10%$290.0K$227.1K-$62.9K2026-10-30
D.B. Root & Company, LLC
UNCHANGED4,3774,37700%$255.7K$223.4K-$32.3K2026-11-04
Vicus Capital
INCREASED4,3544,289+65+2%$250.6K$222.3K-$28.3K2026-11-05
Smith Shellnut Wilson LLC
DECREASED4,2864,465-179-4%$260.9K$218.8K-$42.1K2026-10-21
Acorn Financial Advisory Services Inc
DECREASED4,1474,188-41-1%$244.6K$211.7K-$32.9K2026-11-02
Marotta Asset Management
UNCHANGED4,1434,14300%$239.2K$211.5K-$27.7K2026-10-02
Westhampton Capital, LLC
UNCHANGED3,9953,99500%$233.4K$203.9K-$29.4K2026-10-30
Thrivent Financial for Lutherans
DECREASED3,97460,055-56,081-93%$3.5M$203.0K-$3.3M2026-11-05
CoreCap Advisors, LLC
INCREASED3,2583,200+58+2%$186.9K$166.4K-$20.6K2026-10-08
Elevated Capital Advisors, LLC
DECREASED2,59317,477-14,884-85%$1.0M$132.4K-$888.6K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED2,3322,000+332+17%$116.8K$119.0K+$2.2K2026-10-27
IFP Advisors, Inc
INCREASED2,0752,068+7+0%$120.8K$105.9K-$14.9K2026-10-16
Roxbury Financial LLC
INCREASED2,0291,616+413+26%$94.4K$103.6K+$9.2K2026-10-01
Latitude Advisors, LLC
NEW1,984—+1,984——$101.3K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED1,6391,694-55-3%$99.0K$83.7K-$15.3K2026-10-28
Rossby Financial, LCC
DECREASED1,6222,563-941-37%$149.7K$82.8K-$66.9K2026-11-05
US Bancorp \de\
INCREASED1,4391,167+272+23%$68.2K$73.5K+$5.3K2026-11-05
Roman Butler Fullerton & Co
DECREASED1,39119,278-17,887-93%$1.1M$264.8K-$871.0K2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED1,3001,30000%$75.9K$66.4K-$9.6K2026-10-15
CX Institutional
INCREASED1,2311,227+4+0%$72$63-$92026-10-02
Trust Co of Vermont
UNCHANGED1,2101,21000%$70.7K$61.8K-$8.9K2026-10-21
EPG Wealth Management LLC
INCREASED1,0481,042+6+1%$60.9K$53.5K-$7.4K2026-11-03
Holos Integrated Wealth LLC
UNCHANGED1,0001,00000%$58.9K$53.4K-$5.5K2026-10-23
Hanson & Doremus Investment Management
UNCHANGED61361300%$36.0K$31.0K-$5.0K2026-10-16
Cullen T Bankers, Inc.
DECREASED5066,112-5,606-92%$357.0K$25.8K-$331.2K2026-10-28
Signaturefd, LLC
DECREASED500520-20-4%$30.4K$25.5K-$4.9K2026-10-23
Hilltop National Bank
UNCHANGED49549500%$28.9K$25.3K-$3.6K2026-10-14
Bayban
UNCHANGED46446400%$27.1K$27.1K$02026-11-05
Assetmark, Inc
DECREASED413577-164-28%$33.7K$21.1K-$12.6K2026-10-21
Advocate Investing Services LLC
UNCHANGED40040000%$23.4K$20.4K-$2.9K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED39239200%$22.9K$20.0K-$2.9K2026-11-02
Parkside Financial Bank & Trust
UNCHANGED34534500%$20.2K$17.6K-$2.5K2026-10-27
Root Financial Partners, LLC
NEW250—+250——$12.8K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED226224+2+1%$13.1K$11.5K-$1.6K2026-11-04
Versant Capital Management, Inc
UNCHANGED22422400%$13.1K$11.4K-$1.7K2026-10-02
Gamma Investing LLC
UNCHANGED19019000%$11.1K$9.7K-$1.4K2026-10-08
Key Capital Management, Inc
INCREASED171131+40+31%$7.7K$8.7K+$1.1K2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED158191-33-17%$11.2K$8.1K-$3.1K2026-11-02
Jacobi Capital Management LLC
NEW135—+135——$6.9K—2026-11-05
Private Trust Co NA
UNCHANGED12212200%$7.1K$6.2K-$8992026-10-20
Tounjian Advisory Partners, LLC
DECREASED117138-21-15%$8.1K$6.0K-$2.1K2026-11-04
Nemes Rush Group LLC
INCREASED114113+1+1%$6.6K$5.8K-$7892026-11-04
Blue Trust, Inc.
INCREASED104101+3+3%$5.9K$5.3K-$5912026-10-15
Larson Financial Group LLC
UNCHANGED10010000%$5.8K$5.1K-$7282026-11-05
Harbor Investment Advisory, LLC
UNCHANGED979700%$5.7K$5.0K-$7152026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED8887+1+1%$5.1K$4.5K-$6092026-11-03
Silver Grove Financial Group, Inc.
INCREASED8271+11+15%$4.1K$4.2K+$382026-11-05
Tradewinds Capital Management, LLC
UNCHANGED757500%$4.4K$3.8K-$5532026-10-23
Simplex Trading, LLC
INCREASED7065+5+8%$3.8K$3.6K-$2242026-11-04
Mather Group, Llc.
UNCHANGED707000%$4.1K$3.6K-$5152026-10-14
JFS Wealth Advisors, LLC
DECREASED64164-100-61%$9.6K$3.3K-$6.3K2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED535300%$3.1K$2.7K-$3902026-10-16
High Note Wealth, LLC
UNCHANGED515100%$3.0K$2.6K-$3752026-10-27
Lloyd Advisory Services, Llc.
NEW46—+46——$2.3K—2026-11-02
Ascentis Wealth Management, LLC
NEW32—+32——$1.6K—2026-11-03
Mondrian Investment Partners LTD
NEW30—+30——$1.6K—2026-10-23
Concord Wealth Partners
UNCHANGED292900%$1.7K$1.5K-$2142026-11-02
Spire Wealth Management
DECREASED27243-216-89%$14.2K$1.4K-$12.8K2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED232300%$1.3K$1.2K-$1702026-10-27
North Star Investment Management Corp.
INCREASED2120+1+5%$1.2K$1.0K-$1432026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED151500%$876$766-$1102026-10-23
Duncker Streett & Co Inc
UNCHANGED121200%$701$613-$882026-10-27
Barrett & Company, Inc.
UNCHANGED111100%$643$562-$812026-10-22
Mechanics Financial Corp
UNCHANGED7700%$409$357-$522026-11-05
Bank of New York Mellon Corp
CLOSED064,580-64,580-100%$3.8M$0-$3.8M2026-11-05
Park Avenue Securities LLC
CLOSED021,116-21,116-100%$1.2M$0-$1.2M2026-10-26
Emerald Advisors, LLC
CLOSED014,013-14,013-100%$818.7K$0-$818.7K2026-10-13
Rossmore Private Capital
CLOSED06,899-6,899-100%$403.0K$0-$403.0K2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED05,254-5,254-100%$306.9K$0-$306.9K2026-10-21
Fifth Third Securities, Inc.
CLOSED04,764-4,764-100%$278.3K$0-$278.3K2026-10-21
BKM Wealth Management, LLC
CLOSED04,160-4,160-100%$243.0K$0-$243.0K2026-10-22
VCI Wealth Management LLC
CLOSED03,885-3,885-100%$226.9K$0-$226.9K2026-10-29
Trail Ridge Investment Advisors, LLC
CLOSED03,709-3,709-100%$216.7K$0-$216.7K2026-10-16
First Horizon Corp
CLOSED0774-774-100%$45.2K$0-$45.2K2026-10-26
AdvisorNet Financial, Inc
CLOSED0126-126-100%$7.4K$0-$7.4K2026-10-15
Strengthening Families & Communities, LLC
CLOSED066-66-100%$3.9K$0-$3.9K2026-10-21
POM Investment Strategies, LLC
CLOSED060-60-100%$3.5K$0-$3.5K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED058-58-100%$3.4K$0-$3.4K2026-10-26
Financial Network Wealth Advisors LLC
CLOSED038-38-100%$2.2K$0-$2.2K2026-10-28
Raleigh Capital Management Inc.
CLOSED01-1-100%$49$0-$492026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.0M$914.5K-$86.0K2026-10-29
Bank of America Corp
N/A—6,885,482-6,885,482-100%$402.2M———
AE Wealth Management LLC
N/A—1,865,665-1,865,665-100%$109.0M———
LPL Financial LLC
N/A—867,808-867,808-100%$50.7M———
Osaic Holdings, Inc.
N/A—793,095-793,095-100%$46.4M———
Envestnet Asset Management Inc
N/A—419,958-419,958-100%$24.5M———
Morgan Stanley
N/A—374,744-374,744-100%$21.9M———
Mariner, LLC
N/A—341,739-341,739-100%$20.0M———
HighTower Advisors, LLC
N/A—296,955-296,955-100%$17.3M———
Cetera Investment Advisers
N/A—285,680-285,680-100%$16.7M———
Ameriprise Financial Inc
N/A—196,486-196,486-100%$11.4M———
IFG Advisory, LLC
N/A—156,107-156,107-100%$9.1M———
Quadrature Capital Ltd
N/A—155,914-155,914-100%$9.1M———
Raymond James Financial Inc
N/A—104,260-104,260-100%$6.1M———
NorthCoast Asset Management LLC
N/A—97,905-97,905-100%$5.7M———
Valmark Advisers, Inc.
N/A—92,191-92,191-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—91,348-91,348-100%$5.3M———
NewEdge Advisors, LLC
N/A—75,699-75,699-100%$4.4M———
UBS Group AG
N/A—73,761-73,761-100%$4.3M———
Wells Fargo & Company
N/A—64,059-64,059-100%$3.7M———
Royal Bank of Canada
N/A—63,053-63,053-100%$3.7M———
FMR LLC
N/A—59,818-59,818-100%$3.5M———
LifePlan Investment Advisors, Inc.
N/A—59,173-59,173-100%$3.5M———
Northwestern Mutual Wealth Management Co
N/A—54,378-54,378-100%$3.2M———
Mercer Global Advisors Inc
N/A—50,181-50,181-100%$2.9M———
Richmond Brothers, Inc.
N/A—41,897-41,897-100%$2.4M———
Lifeworks Advisors, LLC
N/A—41,605-41,605-100%$2.4M———
Arax Advisory Partners
N/A—39,313-39,313-100%$2.3M———
MML Investors Services, LLC
N/A—36,489-36,489-100%$2.1M———
Stifel Financial Corp
N/A—35,892-35,892-100%$2.1M———
Bank of the Bluegrass & Trust Co.
N/A—31,055-31,055-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—30,637-30,637-100%$1.8M———
Jones Financial Companies Lllp
N/A—27,902-27,902-100%$1.7M———
Transamerica Financial Advisors, LLC
N/A—27,198-27,198-100%$1.6M———
XTX Topco Ltd
N/A—26,719-26,719-100%$1.6M———
Bellwether Advisors, LLC
N/A—25,945-25,945-100%$1.5M———
Tower Research Capital LLC (TRC)
N/A—25,166-25,166-100%$1.5M———
OneAscent Financial Services LLC
N/A—25,142-25,142-100%$1.5M———
Jaffetilchin Investment Partners, LLC
N/A—24,140-24,140-100%$1.4M———
Harbour Investments, Inc.
N/A—22,681-22,681-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—22,285-22,285-100%$1.3M———
Atlas Capital Advisors Inc.
N/A—22,271-22,271-100%$1.3M———
Maxele Advisors, LLC
N/A—22,255-22,255-100%$1.3M———
Nwam LLC
N/A—22,207-22,207-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—16,757-16,757-100%$979.0K———
Money Concepts Capital Corp
N/A—16,459-16,459-100%$961.5K———
Elite Financial, Inc.
N/A—15,884-15,884-100%$927.0K———
Susquehanna International Group, LLP
N/A—15,320-15,320-100%$895.0K———
Arkadios Wealth Advisors
N/A—15,195-15,195-100%$887.7K———
JPMorgan Chase & Co
N/A—14,518-14,518-100%$860.5K———
Sykon Capital LLC
N/A—14,181-14,181-100%$828.4K———
Western Wealth Management, LLC
N/A—13,129-13,129-100%$767.0K———
Modern Wealth Management, LLC
N/A—12,649-12,649-100%$738.9K———
Advisory Services Network, LLC
N/A—12,627-12,627-100%$737.7K———
Great Valley Advisor Group, Inc.
N/A—11,894-11,894-100%$694.9K———
Independent Advisor Alliance
N/A—11,859-11,859-100%$692.8K———
Nova Wealth Management, Inc.
N/A—11,380-11,380-100%$664.8K———
CreativeOne Wealth, LLC
N/A—11,279-11,279-100%$658.9K———
Snowden Capital Advisors LLC
N/A—11,229-11,229-100%$656.0K———
Merit Financial Group, LLC
N/A—11,126-11,126-100%$650.0K———
Kovack Advisors, Inc.
N/A—10,373-10,373-100%$603.9K———
Goldman Sachs Group Inc
N/A—10,330-10,330-100%$603.5K———
Sanctuary Advisors, LLC
N/A—9,511-9,511-100%$555.7K———
Jacobs Equity LLC
N/A—8,986-8,986-100%$525.0K———
PNC Financial Services Group, Inc.
N/A—8,095-8,095-100%$472.9K———
FLC Capital Advisors
N/A—7,380-7,380-100%$431.1K———
Focus Partners Wealth
N/A—7,142-7,142-100%$417.2K———
BFC Planning, Inc.
N/A—6,951-6,951-100%$406.1K———
Zinnia Wealth Advisory, LLC
N/A—6,642-6,642-100%$388.0K———
Blair William & Co
N/A—6,235-6,235-100%$364.3K———
Janney Montgomery Scott LLC
N/A—6,118-6,118-100%$357.0K———
Everstar Asset Management, LLC
N/A—6,100-6,100-100%$356.4K———
AQR Capital Management LLC
N/A—5,682-5,682-100%$331.9K———
Fiduciary Financial Advisors
N/A—5,319-5,319-100%$310.2K———
Beck Bode, LLC
N/A—4,951-4,951-100%$289.2K———
Holderness Investments Co
N/A—4,426-4,426-100%$258.6K———
&partners
N/A—4,403-4,403-100%$257.2K———
Integrated Wealth Concepts LLC
N/A—3,895-3,895-100%$227.5K———
Geneos Wealth Management Inc.
N/A—3,830-3,830-100%$223.8K———
Qube Research & Technologies Ltd
N/A—3,746-3,746-100%$218.8K———
Wealthfront Advisers LLC
N/A—3,667-3,667-100%$214.2K———
Summit Financial, LLC
N/A—3,628-3,628-100%$211.9K———
Quantinno Capital Management LP
N/A—3,619-3,619-100%$211.5K———
Rogco, LP
N/A—3,495-3,495-100%$204.2K———
Regatta Research & Money Management
N/A—2,503-2,503-100%$146.1K———
Global Retirement Partners, LLC
N/A—2,219-2,219-100%$129.6K———
O'shaughnessy Asset Management, LLC
N/A—2,211-2,211-100%$129.2K———
Glen Eagle Advisors, LLC
N/A—1,648-1,648-100%$96.3K———
Avalon Trust Co
N/A—1,400-1,400-100%$81.8K———
Atlantic Union Bankshares Corp
N/A—738-738-100%$43.1K———
UBS Asset Management Americas LLC
N/A—719-719-100%$42.0K———
Capital Analysts, LLC
N/A—648-648-100%$38.0K———
BlackRock, Inc.
N/A—614-614-100%$35.9K———
SHP Wealth Management
N/A—610-610-100%$35.6K———
Colonial Trust Co / SC
N/A—488-488-100%$28.5K———
Vision Retirement, LLC
N/A—394-394-100%$23.0K———
Raffa Wealth Management, LLC
N/A—341-341-100%$19.9K———
HighMark Wealth Management LLC
N/A—312-312-100%$18.2K———
Banque Transatlantique SA
N/A—297-297-100%$17.4K———
Colonial Trust Advisors
N/A—200-200-100%$11.7K———
Allworth Financial LP
N/A—127-127-100%$7.4K———
Russell Investments Group, Ltd.
N/A—101-101-100%$5.9K———
1 North Wealth Services LLC
N/A—52-52-100%$3.0K———
Founders Financial Alliance, LLC
N/A—38-38-100%$2.2K———
WealthCollab, LLC
N/A—24-24-100%$1.4K———
Glassman Wealth Services
N/A—20-20-100%$1.2K———
Aptus Capital Advisors, LLC
N/A—15-15-100%$876———
BNP Paribas Financial Markets
N/A—5-5-100%$292———
Federation des caisses Desjardins du Quebec
N/A—2-2-100%$117———
Cordant, Inc.
N/A—00—$20———
Showing 273 of 273 institutions