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Fidelity Msci Materials Indx (FMAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares642,267 from 631,686
Change+10,581 (+2%)
Value$35.8M (-$1.2M)
Filed 2026-11-04
Independence Financial Advisors, LLC
INCREASED
Shares223,656 from 204,631
Change+19,025 (+9%)
Value$12.5M (+$493.6K)
Filed 2026-10-08
AGF Management LTD
INCREASED
Shares116,406 from 115,126
Change+1,280 (+1%)
Value$6.5M (-$247.6K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares81,704 from 82,086
Change-382 (0%)
Value$4.6M (-$248.7K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares73,684 from 88,766
Change-15,082 (-17%)
Value$4.1M (-$1.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares72,243 from 67,611
Change+4,632 (+7%)
Value$4.0M (+$70.9K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares65,935 from 65,863
Change+72 (+0%)
Value$3.7M (-$178.4K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED
Shares35,772 from 28,337
Change+7,435 (+26%)
Value$2.0M (+$335.9K)
Filed 2026-10-14
Peak Financial Management, Inc.
DECREASED
Shares31,962 from 32,967
Change-1,005 (-3%)
Value$1.8M (-$147.3K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares31,821 from 31,821
Change0 (0%)
Value$1.8M (-$88.1K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares28,404 from 28,085
Change+319 (+1%)
Value$1.6M (-$60.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares28,035 from 28,138
Change-103 (0%)
Value$1.6M (-$83.7K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares26,786 from 25,902
Change+884 (+3%)
Value$1.5M (-$22.5K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares26,397 from 26,064
Change+333 (+1%)
Value$1.5M (-$53.6K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares26,109 from 10,910
Change+15,199 (+139%)
Value$1.5M (+$817.0K)
Filed 2026-11-02
RFG Advisory, LLC
NEW
Shares24,813
Change+24,813
Value$1.4M
Filed 2026-11-03
Yoder Wealth Management, Inc.
INCREASED
Shares24,147 from 23,089
Change+1,058 (+5%)
Value$1.3M (-$5.0K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares19,656 from 15,213
Change+4,443 (+29%)
Value$1.1M (+$205.5K)
Filed 2026-10-29
Penobscot Wealth Management
INCREASED
Shares19,129 from 17,557
Change+1,572 (+9%)
Value$1.1M (+$39.0K)
Filed 2026-10-21
Trail Ridge Investment Advisors, LLC
DECREASED
Shares17,974 from 18,133
Change-159 (-1%)
Value$1.0M (-$59.1K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares17,957 from 17,735
Change+222 (+1%)
Value$1.0M (-$36.8K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,753 from 28,470
Change-12,717 (-45%)
Value$878.0K (-$788.0K)
Filed 2026-11-02
Blue Jean Financial LLC
DECREASED
Shares15,421 from 16,164
Change-743 (-5%)
Value$859.6K (-$86.2K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares14,936 from 13,496
Change+1,440 (+11%)
Value$832.5K (+$42.9K)
Filed 2026-11-04
Smith Salley Wealth Management
DECREASED
Shares13,530 from 13,546
Change-16 (0%)
Value$754.1K (-$38.4K)
Filed 2026-11-03
American National Bank & Trust
INCREASED
Shares13,003 from 12,431
Change+572 (+5%)
Value$724.8K (-$2.4K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares12,952 from 17,773
Change-4,821 (-27%)
Value$721.9K (-$318.0K)
Filed 2026-11-06
Lynch & Associates
INCREASED
Shares12,417 from 12,030
Change+387 (+3%)
Value$692.1K (-$11.8K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares11,350 from 9,569
Change+1,781 (+19%)
Value$649.0K (+$89.1K)
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares11,231 from 11,073
Change+158 (+1%)
Value$626.0K (-$21.9K)
Filed 2026-11-06
Equity Investment Corp
NEW
Shares10,047
Change+10,047
Value$560.0K
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares9,879 from 5,188
Change+4,691 (+90%)
Value$550.6K (+$247.1K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares8,316 from 5,971
Change+2,345 (+39%)
Value$463.5K (+$114.2K)
Filed 2026-11-05
KDK Private Wealth Management, LLC
DECREASED
Shares6,545 from 6,556
Change-11 (0%)
Value$364.8K (-$18.8K)
Filed 2026-11-03
Vicus Capital
INCREASED
Shares6,013 from 5,828
Change+185 (+3%)
Value$335.2K (-$5.9K)
Filed 2026-11-05
Centennial Wealth Advisory LLC
INCREASED
Shares5,936 from 5,812
Change+124 (+2%)
Value$332.0K (-$8.0K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares5,306 from 5,240
Change+66 (+1%)
Value$295.8K (-$10.8K)
Filed 2026-10-21
Heck Capital Advisors, LLC
INCREASED
Shares5,177 from 5,108
Change+69 (+1%)
Value$288.6K (-$10.3K)
Filed 2026-10-14
Cambiar Investors LLC
NEW
Shares5,030
Change+5,030
Value$280.4K
Filed 2026-11-04
Monte Financial Group, LLC
INCREASED
Shares4,895 from 4,823
Change+72 (+1%)
Value$272.8K (-$2.0K)
Filed 2026-11-02
Sweeney & Michel, LLC
DECREASED
Shares4,039 from 4,502
Change-463 (-10%)
Value$225.2K (-$47.2K)
Filed 2026-10-16
Modera Wealth Management, LLC
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$205.7K (-$10.2K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,572 from 3,572
Change0 (0%)
Value$199.1K (-$9.9K)
Filed 2026-10-05
IFP Advisors, Inc
DECREASED
Shares2,478 from 2,505
Change-27 (-1%)
Value$138.1K (-$8.4K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares2,165 from 15,084
Change-12,919 (-86%)
Value$120.7K (-$761.9K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares1,482 from 1,150
Change+332 (+29%)
Value$82.6K (+$15.3K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares1,328 from 1,420
Change-92 (-6%)
Value$74.0K (-$9.0K)
Filed 2026-11-05
WestEnd Advisors, LLC
NEW
Shares1,279
Change+1,279
Value$71.3K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares1,160 from 1,594
Change-434 (-27%)
Value$64.7K (-$28.6K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares1,041 from 1,087
Change-46 (-4%)
Value$58 (-$6)
Filed 2026-10-02
Concord Wealth Partners
DECREASED
Shares929 from 949
Change-20 (-2%)
Value$51.8K (-$3.7K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares828
Change+828
Value$46.2K
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares749 from 731
Change+18 (+2%)
Value$41.7K (-$1.1K)
Filed 2026-11-04
Decker Retirement Planning Inc.
INCREASED
Shares744 from 689
Change+55 (+8%)
Value$41.5K (+$1.2K)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$34.9K (-$1.7K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares597 from 278
Change+319 (+115%)
Value$33.3K (+$17.0K)
Filed 2026-11-02
Financial Perspectives, Inc
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$25.0K (-$1.2K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares426
Change+426
Value$23.7K
Filed 2026-10-21
Sage Mountain Advisors LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$20.8K (-$1.0K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares300 from 1
Change+299 (+29900%)
Value$16.7K (+$16.7K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares270
Change+270
Value$59
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$15.5K ($0)
Filed 2026-11-06
Caldwell Trust Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.9K (-$693)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
NEW
Shares244
Change+244
Value$13.6K
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares198 from 3
Change+195 (+6500%)
Value$11.0K (+$10.8K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$10.9K (-$542)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$8.8K (-$435)
Filed 2026-10-02
Tounjian Advisory Partners, LLC
DECREASED
Shares131 from 146
Change-15 (-10%)
Value$7.3K (-$1.2K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares120 from 91
Change+29 (+32%)
Value$6.7K (+$1.4K)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.6K (-$277)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.2K (-$211)
Filed 2026-10-06
Rossby Financial, LCC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.5K (-$172)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.1K (-$156)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
NEW
Shares52
Change+52
Value$2
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares51 from 125
Change-74 (-59%)
Value$2.9K (-$4.5K)
Filed 2026-11-03
Legacy Bridge, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.8K (-$139)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.8K (-$139)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
NEW
Shares30
Change+30
Value$1.7K
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.5K (-$75)
Filed 2026-10-21
US Bancorp \de\
NEW
Shares18
Change+18
Value$1.0K
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares8 from 751
Change-743 (-99%)
Value$446 (-$43.5K)
Filed 2026-10-08
Great Lakes Advisors, LLC
NEW
Shares6
Change+6
Value$345
Filed 2026-11-06
Signature Equity Partners, LLC
NEW
Shares6
Change+6
Value$334
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
NEW
Shares3
Change+3
Value$167
Filed 2026-11-04
Elevation Wealth Management LLC
CLOSED
Shares0 from 5,612
Change-5,612 (-100%)
Value$0 (-$328.3K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 4,868
Change-4,868 (-100%)
Value$0 (-$284.8K)
Filed 2026-10-16
Targeted Financial Services LLC
CLOSED
Shares0 from 4,615
Change-4,615 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 3,419
Change-3,419 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-28
POM Investment Strategies, LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
Spire Wealth Management
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$936)
Filed 2026-10-30
Bullock Wealth Management Group
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$498)
Filed 2026-10-09
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$48)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-10-16
AE Wealth Management LLC
N/A
Shares— from 1,683,557
Change-1,683,557 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 92,538
Change-92,538 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 75,990
Change-75,990 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,317
Change-75,317 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 73,520
Change-73,520 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 64,835
Change-64,835 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 57,387
Change-57,387 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 44,600
Change-44,600 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,266
Change-43,266 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 39,081
Change-39,081 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,941
Change-37,941 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,891
Change-36,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,814
Change-29,814 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 29,593
Change-29,593 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,741
Change-27,741 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,718
Change-22,718 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 18,055
Change-18,055 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,616
Change-17,616 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,366
Change-16,366 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,022
Change-16,022 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13,199
Change-13,199 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 778
Change-778 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 707
Change-707 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 569
Change-569 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 547
Change-547 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 270
Change-270 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 234
Change-234 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 75
Change-75 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED642,267631,686+10,581+2%$37.0M$35.8M-$1.2M2026-11-04
Independence Financial Advisors, LLC
INCREASED223,656204,631+19,025+9%$12.0M$12.5M+$493.6K2026-10-08
AGF Management LTD
INCREASED116,406115,126+1,280+1%$6.7M$6.5M-$247.6K2026-11-03
Certified Advisory Corp
DECREASED81,70482,086-3820%$4.8M$4.6M-$248.7K2026-10-29
Commonwealth Equity Services, LLC
DECREASED73,68488,766-15,082-17%$5.2M$4.1M-$1.1M2026-11-02
LPL Financial LLC
INCREASED72,24367,611+4,632+7%$4.0M$4.0M+$70.9K2026-11-06
Creative Planning
INCREASED65,93565,863+72+0%$3.9M$3.7M-$178.4K2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED35,77228,337+7,435+26%$1.7M$2.0M+$335.9K2026-10-14
Peak Financial Management, Inc.
DECREASED31,96232,967-1,005-3%$1.9M$1.8M-$147.3K2026-10-16
Mather Group, Llc.
UNCHANGED31,82131,82100%$1.9M$1.8M-$88.1K2026-10-14
Beaumont Financial Advisors, LLC
INCREASED28,40428,085+319+1%$1.6M$1.6M-$60.0K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED28,03528,138-1030%$1.6M$1.6M-$83.7K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED26,78625,902+884+3%$1.5M$1.5M-$22.5K2026-10-21
Centerline Wealth Advisors, LLC
INCREASED26,39726,064+333+1%$1.5M$1.5M-$53.6K2026-10-15
Kestra Advisory Services, LLC
INCREASED26,10910,910+15,199+139%$638.3K$1.5M+$817.0K2026-11-02
RFG Advisory, LLC
NEW24,813—+24,813——$1.4M—2026-11-03
Yoder Wealth Management, Inc.
INCREASED24,14723,089+1,058+5%$1.4M$1.3M-$5.0K2026-10-13
Traynor Capital Management, Inc.
INCREASED19,65615,213+4,443+29%$890.1K$1.1M+$205.5K2026-10-29
Penobscot Wealth Management
INCREASED19,12917,557+1,572+9%$1.0M$1.1M+$39.0K2026-10-21
Trail Ridge Investment Advisors, LLC
DECREASED17,97418,133-159-1%$1.1M$1.0M-$59.1K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED17,95717,735+222+1%$1.0M$1.0M-$36.8K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED15,75328,470-12,717-45%$1.7M$878.0K-$788.0K2026-11-02
Blue Jean Financial LLC
DECREASED15,42116,164-743-5%$945.8K$859.6K-$86.2K2026-10-20
Citigroup Inc
INCREASED14,93613,496+1,440+11%$789.6K$832.5K+$42.9K2026-11-04
Smith Salley Wealth Management
DECREASED13,53013,546-160%$792.5K$754.1K-$38.4K2026-11-03
American National Bank & Trust
INCREASED13,00312,431+572+5%$727.2K$724.8K-$2.4K2026-10-07
Kestra Private Wealth Services, LLC
DECREASED12,95217,773-4,821-27%$1.0M$721.9K-$318.0K2026-11-06
Lynch & Associates
INCREASED12,41712,030+387+3%$703.9K$692.1K-$11.8K2026-10-13
Mosley Wealth Management
INCREASED11,3509,569+1,781+19%$559.9K$649.0K+$89.1K2026-10-16
Level Four Advisory Services, LLC
INCREASED11,23111,073+158+1%$647.9K$626.0K-$21.9K2026-11-06
Equity Investment Corp
NEW10,047—+10,047——$560.0K—2026-11-04
Signal Advisors Wealth, LLC
INCREASED9,8795,188+4,691+90%$303.5K$550.6K+$247.1K2026-10-13
Meridian Wealth Management, LLC
INCREASED8,3165,971+2,345+39%$349.3K$463.5K+$114.2K2026-11-05
KDK Private Wealth Management, LLC
DECREASED6,5456,556-110%$383.6K$364.8K-$18.8K2026-11-03
Vicus Capital
INCREASED6,0135,828+185+3%$341.0K$335.2K-$5.9K2026-11-05
Centennial Wealth Advisory LLC
INCREASED5,9365,812+124+2%$340.0K$332.0K-$8.0K2026-10-16
Strengthening Families & Communities, LLC
INCREASED5,3065,240+66+1%$306.6K$295.8K-$10.8K2026-10-21
Heck Capital Advisors, LLC
INCREASED5,1775,108+69+1%$298.9K$288.6K-$10.3K2026-10-14
Cambiar Investors LLC
NEW5,030—+5,030——$280.4K—2026-11-04
Monte Financial Group, LLC
INCREASED4,8954,823+72+1%$274.8K$272.8K-$2.0K2026-11-02
Sweeney & Michel, LLC
DECREASED4,0394,502-463-10%$272.3K$225.2K-$47.2K2026-10-16
Modera Wealth Management, LLC
UNCHANGED3,6913,69100%$216.0K$205.7K-$10.2K2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED3,5723,57200%$209.0K$199.1K-$9.9K2026-10-05
IFP Advisors, Inc
DECREASED2,4782,505-27-1%$146.6K$138.1K-$8.4K2026-10-16
Elevated Capital Advisors, LLC
DECREASED2,16515,084-12,919-86%$882.6K$120.7K-$761.9K2026-11-04
Trust Co of Vermont
INCREASED1,4821,150+332+29%$67.3K$82.6K+$15.3K2026-10-21
Fifth Third Bancorp
DECREASED1,3281,420-92-6%$83.1K$74.0K-$9.0K2026-11-05
WestEnd Advisors, LLC
NEW1,279—+1,279——$71.3K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED1,1601,594-434-27%$93.3K$64.7K-$28.6K2026-10-28
CX Institutional
DECREASED1,0411,087-46-4%$64$58-$62026-10-02
Concord Wealth Partners
DECREASED929949-20-2%$55.5K$51.8K-$3.7K2026-11-02
Pathway Financial Advisers, LLC
NEW828—+828——$46.2K—2026-10-27
Kingdom Financial Group Llc.
INCREASED749731+18+2%$42.8K$41.7K-$1.1K2026-11-04
Decker Retirement Planning Inc.
INCREASED744689+55+8%$40.3K$41.5K+$1.2K2026-10-19
Creative Financial Designs Inc
UNCHANGED62662600%$36.6K$34.9K-$1.7K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED597278+319+115%$16.3K$33.3K+$17.0K2026-11-02
Financial Perspectives, Inc
UNCHANGED44944900%$26.2K$25.0K-$1.2K2026-11-03
Root Financial Partners, LLC
NEW426—+426——$23.7K—2026-10-21
Sage Mountain Advisors LLC
UNCHANGED37437400%$21.9K$20.8K-$1.0K2026-11-02
Larson Financial Group LLC
INCREASED3001+299+29900%$30$16.7K+$16.7K2026-11-05
Polaris Financial Partners
NEW270—+270——$59—2026-10-02
Allworth Financial LP
UNCHANGED26526500%$15.5K$15.5K$02026-11-06
Caldwell Trust Co
UNCHANGED25025000%$14.6K$13.9K-$6932026-10-30
Cassaday & Co Wealth Management LLC
NEW244—+244——$13.6K—2026-10-27
Cullen T Bankers, Inc.
INCREASED1983+195+6500%$193$11.0K+$10.8K2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED19619600%$11.5K$10.9K-$5422026-10-13
Versant Capital Management, Inc
UNCHANGED15715700%$9.2K$8.8K-$4352026-10-02
Tounjian Advisory Partners, LLC
DECREASED131146-15-10%$8.5K$7.3K-$1.2K2026-11-04
Key Capital Management, Inc
INCREASED12091+29+32%$5.3K$6.7K+$1.4K2026-11-03
Arlington Trust Co LLC
UNCHANGED10010000%$5.9K$5.6K-$2772026-10-20
Central Pacific Bank - Trust Division
UNCHANGED767600%$4.4K$4.2K-$2112026-10-06
Rossby Financial, LCC
UNCHANGED626200%$3.6K$3.5K-$1722026-11-05
Signature Resources Capital Management, LLC
UNCHANGED565600%$3.3K$3.1K-$1562026-10-16
Beutel, Goodman & Co Ltd.
NEW52—+52——$2—2026-11-04
JFS Wealth Advisors, LLC
DECREASED51125-74-59%$7.3K$2.9K-$4.5K2026-11-03
Legacy Bridge, LLC
UNCHANGED505000%$2.9K$2.8K-$1392026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED505000%$2.9K$2.8K-$1392026-10-20
Lloyd Advisory Services, Llc.
NEW30—+30——$1.7K—2026-11-02
Assetmark, Inc
UNCHANGED272700%$1.6K$1.5K-$752026-10-21
US Bancorp \de\
NEW18—+18——$1.0K—2026-11-05
Farther Finance Advisors, LLC
DECREASED8751-743-99%$44.0K$446-$43.5K2026-10-08
Great Lakes Advisors, LLC
NEW6—+6——$345—2026-11-06
Signature Equity Partners, LLC
NEW6—+6——$334—2026-10-29
Allspring Global Investments Holdings, LLC
NEW3—+3——$167—2026-11-04
Elevation Wealth Management LLC
CLOSED05,612-5,612-100%$328.3K$0-$328.3K2026-11-02
Robertson Stephens Wealth Management, LLC
CLOSED04,868-4,868-100%$284.8K$0-$284.8K2026-10-16
Targeted Financial Services LLC
CLOSED04,615-4,615-100%$270.0K$0-$270.0K2026-10-19
Concurrent Investment Advisors, LLC
CLOSED03,419-3,419-100%$200.1K$0-$200.1K2026-10-16
AdvisorNet Financial, Inc
CLOSED0300-300-100%$17.6K$0-$17.6K2026-10-15
Capital Investment Advisory Services, LLC
CLOSED0100-100-100%$5.9K$0-$5.9K2026-10-30
Silver Grove Financial Group, Inc.
CLOSED045-45-100%$2.6K$0-$2.6K2026-11-05
Financial Network Wealth Advisors LLC
CLOSED043-43-100%$2.5K$0-$2.5K2026-10-28
POM Investment Strategies, LLC
CLOSED041-41-100%$2.4K$0-$2.4K2026-10-20
Spire Wealth Management
CLOSED016-16-100%$936$0-$9362026-10-30
Bullock Wealth Management Group
CLOSED09-9-100%$498$0-$4982026-10-09
Raleigh Capital Management Inc.
CLOSED01-1-100%$48$0-$482026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED000—$2$2$02026-10-16
AE Wealth Management LLC
N/A—1,683,557-1,683,557-100%$98.5M———
NorthCoast Asset Management LLC
N/A—92,538-92,538-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—75,990-75,990-100%$4.4M———
Goldman Sachs Group Inc
N/A—75,317-75,317-100%$4.4M———
Susquehanna International Group, LLP
N/A—73,520-73,520-100%$4.3M———
Morgan Stanley
N/A—64,835-64,835-100%$3.8M———
Osaic Holdings, Inc.
N/A—57,387-57,387-100%$3.4M———
Two Sigma Investments, LP
N/A—44,600-44,600-100%$2.6M———
Envestnet Asset Management Inc
N/A—43,266-43,266-100%$2.5M———
Lifeworks Advisors, LLC
N/A—39,081-39,081-100%$2.3M———
JPMorgan Chase & Co
N/A—37,941-37,941-100%$2.2M———
Cetera Investment Advisers
N/A—36,891-36,891-100%$2.2M———
Stifel Financial Corp
N/A—29,814-29,814-100%$1.7M———
Richmond Brothers, Inc.
N/A—29,593-29,593-100%$1.7M———
Bank of America Corp
N/A—27,741-27,741-100%$1.6M———
Northwestern Mutual Wealth Management Co
N/A—22,718-22,718-100%$1.3M———
Maxele Advisors, LLC
N/A—18,055-18,055-100%$1.1M———
OneAscent Financial Services LLC
N/A—17,616-17,616-100%$1.0M———
Wells Fargo & Company
N/A—16,366-16,366-100%$957.6K———
Raymond James Financial Inc
N/A—16,022-16,022-100%$937.5K———
FMR LLC
N/A—14,424-14,424-100%$844.0K———
Jones Financial Companies Lllp
N/A—13,199-13,199-100%$783.3K———
Arax Advisory Partners
N/A—12,248-12,248-100%$716.6K———
NewEdge Advisors, LLC
N/A—11,810-11,810-100%$691.0K———
Principal Securities, Inc.
N/A—11,470-11,470-100%$671.1K———
Royal Bank of Canada
N/A—11,244-11,244-100%$658.0K———
Mason Investment Advisory Services, Inc.
N/A—11,239-11,239-100%$657.6K———
Citadel Advisors LLC
N/A—9,024-9,024-100%$528.0K———
Essex Financial Services, Inc.
N/A—8,571-8,571-100%$501.5K———
Snowden Capital Advisors LLC
N/A—8,503-8,503-100%$497.5K———
Jacobs Equity LLC
N/A—8,431-8,431-100%$493.3K———
GWN Securities Inc.
N/A—8,046-8,046-100%$470.7K———
Jaffetilchin Investment Partners, LLC
N/A—7,500-7,500-100%$438.8K———
UBS Group AG
N/A—7,217-7,217-100%$422.3K———
Advisory Services Network, LLC
N/A—6,377-6,377-100%$373.1K———
Mariner, LLC
N/A—6,195-6,195-100%$362.5K———
SCS Capital Management LLC
N/A—5,788-5,788-100%$338.7K———
Ameriprise Financial Inc
N/A—5,120-5,120-100%$299.6K———
Nova Wealth Management, Inc.
N/A—4,831-4,831-100%$282.7K———
HighTower Advisors, LLC
N/A—4,756-4,756-100%$278.3K———
Wealthgarden F.S. LLC
N/A—4,662-4,662-100%$272.8K———
Harbour Investments, Inc.
N/A—4,470-4,470-100%$261.6K———
O'shaughnessy Asset Management, LLC
N/A—4,038-4,038-100%$236.3K———
Centaurus Financial, Inc.
N/A—3,162-3,162-100%$185.0K———
Tower Research Capital LLC (TRC)
N/A—3,041-3,041-100%$177.9K———
BFC Planning, Inc.
N/A—2,721-2,721-100%$159.2K———
Sachetta, LLC
N/A—2,067-2,067-100%$120.9K———
Bank of the Bluegrass & Trust Co.
N/A—1,547-1,547-100%$86.2K———
Fiduciary Financial Advisors
N/A—778-778-100%$45.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—707-707-100%$41.4K———
Global Retirement Partners, LLC
N/A—694-694-100%$40.6K———
Atlantic Union Bankshares Corp
N/A—569-569-100%$33.3K———
Glen Eagle Advisors, LLC
N/A—566-566-100%$33.1K———
Rockefeller Capital Management L.P.
N/A—547-547-100%$32.0K———
IFG Advisory, LLC
N/A—510-510-100%$29.9K———
BlackRock, Inc.
N/A—290-290-100%$17.0K———
Qube Research & Technologies Ltd
N/A—270-270-100%$15.8K———
Geneos Wealth Management Inc.
N/A—257-257-100%$15.0K———
Banque Transatlantique SA
N/A—234-234-100%$13.7K———
Transamerica Financial Advisors, LLC
N/A—175-175-100%$10.3K———
Godfrey Financial Associates, Inc.
N/A—160-160-100%$9.4K———
CVA Family Office, LLC
N/A—149-149-100%$8.7K———
Heritage Wealth Advisors
N/A—75-75-100%$4.4K———
Founders Financial Alliance, LLC
N/A—45-45-100%$2.6K———
Operose Advisors LLC
N/A—27-27-100%$1.6K———
Federation des caisses Desjardins du Quebec
N/A—15-15-100%$878———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$42———
Showing 164 of 164 institutions