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Fidelity ENH LRG Cap Gwth (FELG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares9,026,817 from 8,634,000
Change+392,817 (+5%)
Value$407.0M (+$29.3M)
Filed 2026-10-26
LPL Financial LLC
DECREASED
Shares4,435,850 from 4,518,399
Change-82,549 (-2%)
Value$200.0M (+$2.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares4,315,072 from 4,171,069
Change+144,003 (+3%)
Value$194.6M (+$12.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares1,641,472 from 1,483,409
Change+158,063 (+11%)
Value$74.0M (+$9.1M)
Filed 2026-11-02
Independence Financial Advisors, LLC
INCREASED
Shares1,399,471 from 1,340,600
Change+58,871 (+4%)
Value$63.1M (+$4.5M)
Filed 2026-10-08
IAG Wealth Partners, LLC
INCREASED
Shares642,615 from 631,926
Change+10,689 (+2%)
Value$29.0M (+$1.3M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares607,938 from 524,050
Change+83,888 (+16%)
Value$27.5M (+$4.6M)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
INCREASED
Shares503,672 from 481,348
Change+22,324 (+5%)
Value$22.7M (+$2.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares497,711 from 527,714
Change-30,003 (-6%)
Value$22.4M (-$646.0K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares362,382 from 330,476
Change+31,906 (+10%)
Value$16.3M (+$1.9M)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares343,675 from 329,684
Change+13,991 (+4%)
Value$15.5M (+$1.0M)
Filed 2026-10-13
Univest Financial Corp
NEW
Shares338,976
Change+338,976
Value$15.3M
Filed 2026-11-05
46 Peaks LLC
DECREASED
Shares333,969 from 351,215
Change-17,246 (-5%)
Value$15.1M (-$307.0K)
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares313,807 from 302,902
Change+10,905 (+4%)
Value$14.1M (+$897.6K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares230,872 from 32,457
Change+198,415 (+611%)
Value$10.4M (+$9.0M)
Filed 2026-10-29
Northwest Wealth Advisors, LLC
INCREASED
Shares218,228 from 208,418
Change+9,810 (+5%)
Value$9.8M (+$721.6K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares201,297 from 125,083
Change+76,214 (+61%)
Value$9.1M (+$3.6M)
Filed 2026-10-08
Advisory Resource Group
INCREASED
Shares198,996 from 179,319
Change+19,677 (+11%)
Value$9.0M (+$1.1M)
Filed 2026-10-26
Triangle Securities Wealth Management
NEW
Shares196,332
Change+196,332
Value$8.9M
Filed 2026-10-14
Vestor Capital, LLC
INCREASED
Shares178,036 from 1,527
Change+176,509 (+11559%)
Value$91.3K (+$91.2K)
Filed 2026-11-04
Linscomb Wealth, Inc.
INCREASED
Shares175,524 from 149,314
Change+26,210 (+18%)
Value$7.9M (+$1.4M)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
INCREASED
Shares174,127 from 172,119
Change+2,008 (+1%)
Value$7.9M (+$321.2K)
Filed 2026-11-03
Greenwood Capital Associates LLC
INCREASED
Shares159,282 from 135,051
Change+24,231 (+18%)
Value$7.2M (+$1.3M)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares130,601 from 123,883
Change+6,718 (+5%)
Value$5.9M (+$468.9K)
Filed 2026-11-06
Investmark Advisory Group LLC
INCREASED
Shares99,029 from 87,414
Change+11,615 (+13%)
Value$4.5M (+$640.9K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares96,659 from 92,600
Change+4,059 (+4%)
Value$4.4M (+$307.1K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares90,683 from 94,950
Change-4,267 (-4%)
Value$4.1M (-$65.2K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares82,085
Change+82,085
Value$3.7M
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares74,946 from 74,925
Change+21 (+0%)
Value$3.4M (+$101.3K)
Filed 2026-11-04
Baron Wealth Management LLC
INCREASED
Shares67,606 from 57,851
Change+9,755 (+17%)
Value$3.0M (+$517.4K)
Filed 2026-10-27
Harbour Investments, Inc.
INCREASED
Shares62,397 from 52,846
Change+9,551 (+18%)
Value$2.8M (+$501.5K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
INCREASED
Shares59,106 from 37,120
Change+21,986 (+59%)
Value$2.7M (+$1.0M)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares45,987 from 7,072
Change+38,915 (+550%)
Value$2.1M (+$1.8M)
Filed 2026-11-04
Warner Financial, Inc
INCREASED
Shares45,495 from 38,802
Change+6,693 (+17%)
Value$2.1M (+$353.8K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED
Shares42,998 from 34,853
Change+8,145 (+23%)
Value$1.9M (+$414.0K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares42,391 from 41,723
Change+668 (+2%)
Value$1.9M (+$86.0K)
Filed 2026-11-02
Sugar Maple Asset Management, LLC
INCREASED
Shares41,860 from 38,891
Change+2,969 (+8%)
Value$1.9M (+$186.0K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares37,048 from 38,406
Change-1,358 (-4%)
Value$1.7M (-$9.8K)
Filed 2026-10-15
Rolek Wealth Management LLC
DECREASED
Shares34,206 from 34,669
Change-463 (-1%)
Value$1.5M (+$25.6K)
Filed 2026-10-21
Infinity Wealth Counsel, LLC
INCREASED
Shares32,025 from 30,925
Change+1,100 (+4%)
Value$1.4M (+$91.0K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares31,750 from 17,786
Change+13,964 (+79%)
Value$1.3M (+$562.6K)
Filed 2026-11-04
Ball & Co Wealth Management Inc.
INCREASED
Shares29,731 from 28,438
Change+1,293 (+5%)
Value$1.3M (+$96.6K)
Filed 2026-11-05
Soltis Investment Advisors LLC
DECREASED
Shares28,402 from 28,532
Change-130 (0%)
Value$1.3M (+$32.4K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares26,763 from 178,092
Change-151,329 (-85%)
Value$1.2M (-$6.5M)
Filed 2026-10-13
IFG Advisory, LLC
INCREASED
Shares25,492 from 23,992
Change+1,500 (+6%)
Value$1.1M (+$99.8K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
INCREASED
Shares24,859 from 24,856
Change+3 (+0%)
Value$1.1M (+$33.4K)
Filed 2026-10-29
Redwood Financial Network Corp
DECREASED
Shares24,283 from 24,860
Change-577 (-2%)
Value$1.1M (+$7.3K)
Filed 2026-11-03
RFG Advisory, LLC
NEW
Shares23,756
Change+23,756
Value$1.1M
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares20,733 from 20,733
Change0 (0%)
Value$934.9K (+$27.8K)
Filed 2026-10-15
Castleview Partners, LLC
INCREASED
Shares20,036 from 19,851
Change+185 (+1%)
Value$903.4K (+$34.9K)
Filed 2026-10-09
Hicks Capital Management LLC
UNCHANGED
Shares19,973 from 19,973
Change0 (0%)
Value$873.8K ($0)
Filed 2026-10-20
Bay Capital Advisors, LLC
DECREASED
Shares18,865 from 19,484
Change-619 (-3%)
Value$850.6K (-$1.8K)
Filed 2026-10-16
Geneva Partners, LLC
INCREASED
Shares18,442 from 18,427
Change+15 (+0%)
Value$831.5K (+$25.4K)
Filed 2026-10-26
Kuhn & Co Investment Counsel
UNCHANGED
Shares18,354 from 18,354
Change0 (0%)
Value$827.6K (+$24.6K)
Filed 2026-10-29
Financial Partners Group, Inc
DECREASED
Shares18,217 from 19,009
Change-792 (-4%)
Value$821.4K (-$10.3K)
Filed 2026-10-19
Elm3 Financial Group, LLC
DECREASED
Shares17,286 from 19,586
Change-2,300 (-12%)
Value$779.4K (-$77.5K)
Filed 2026-10-07
Traphagen Investment Advisors LLC
INCREASED
Shares17,042 from 17,028
Change+14 (+0%)
Value$768.4K (+$23.4K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares16,584 from 15,714
Change+870 (+6%)
Value$748.0K (+$61.0K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares16,569 from 16,555
Change+14 (+0%)
Value$747.1K (+$22.8K)
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares16,299 from 22,517
Change-6,218 (-28%)
Value$708.3K (-$232.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,449 from 15,870
Change-421 (-3%)
Value$705.9K (+$4.6K)
Filed 2026-10-13
Charter Capital Management, Llc\de
DECREASED
Shares15,367 from 15,457
Change-90 (-1%)
Value$692.9K (+$16.7K)
Filed 2026-10-28
Maia Wealth LLC
INCREASED
Shares14,450 from 11,547
Change+2,903 (+25%)
Value$651.5K (+$146.4K)
Filed 2026-10-19
Gibson Capital, LLC
UNCHANGED
Shares14,121 from 14,121
Change0 (0%)
Value$636.7K (+$18.9K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares13,913 from 15,964
Change-2,051 (-13%)
Value$627.3K (-$71.1K)
Filed 2026-11-05
Wedmont Private Capital
UNCHANGED
Shares13,616 from 13,616
Change0 (0%)
Value$622.1K (+$20.4K)
Filed 2026-10-09
Western Wealth Management, LLC
INCREASED
Shares12,684 from 11,990
Change+694 (+6%)
Value$571.9K (+$47.4K)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares12,481 from 11,200
Change+1,281 (+11%)
Value$562.8K (+$72.8K)
Filed 2026-10-26
Perennial Advisors, LLC
DECREASED
Shares12,225 from 12,675
Change-450 (-4%)
Value$551.2K (-$3.3K)
Filed 2026-10-13
FMA Wealth Management, LLC
DECREASED
Shares11,557 from 11,607
Change-50 (0%)
Value$521.1K (+$13.3K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
UNCHANGED
Shares11,552 from 11,552
Change0 (0%)
Value$520.9K (+$15.5K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares11,179 from 7,425
Change+3,754 (+51%)
Value$504.1K (+$179.2K)
Filed 2026-10-21
Security National Bank
UNCHANGED
Shares11,056 from 11,056
Change0 (0%)
Value$498.5K (+$14.8K)
Filed 2026-10-26
Madrona Financial Services, LLC
DECREASED
Shares10,788 from 11,706
Change-918 (-8%)
Value$486.4K (-$25.7K)
Filed 2026-10-23
ACT Wealth Management, LLC
INCREASED
Shares10,715 from 10,707
Change+8 (+0%)
Value$483.2K (+$14.7K)
Filed 2026-10-09
Pennsylvania Capital Management Inc
UNCHANGED
Shares10,595 from 10,595
Change0 (0%)
Value$477.7K (+$14.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares10,346 from 10,604
Change-258 (-2%)
Value$466.5K (+$2.6K)
Filed 2026-11-06
CLG LLC
INCREASED
Shares10,288 from 9,982
Change+306 (+3%)
Value$463.9K (+$27.2K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares10,271 from 15,434
Change-5,163 (-33%)
Value$463.1K (-$212.1K)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares10,082 from 10,082
Change0 (0%)
Value$454.6K (+$13.5K)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
INCREASED
Shares9,525 from 5,864
Change+3,661 (+62%)
Value$429.6K (+$172.9K)
Filed 2026-11-09
Formidable Asset Management, LLC
DECREASED
Shares9,500 from 11,000
Change-1,500 (-14%)
Value$415.6K (+$3.2K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares9,355 from 9,348
Change+7 (+0%)
Value$421.8K (+$12.9K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares9,223 from 9,506
Change-283 (-3%)
Value$415.9K (-$30)
Filed 2026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED
Shares8,895 from 8,425
Change+470 (+6%)
Value$401.1K (+$32.5K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares8,440 from 8,601
Change-161 (-2%)
Value$380.6K (+$4.3K)
Filed 2026-10-14
Sage Capital Management, LLC
INCREASED
Shares8,284 from 8,278
Change+6 (+0%)
Value$373.6K (+$11.3K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares8,222 from 8,762
Change-540 (-6%)
Value$370.7K (-$12.6K)
Filed 2026-10-26
Foronjy Financial LLC
DECREASED
Shares8,071 from 8,341
Change-270 (-3%)
Value$363.9K (-$967)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares7,852 from 7,852
Change0 (0%)
Value$342.4K (-$2.2K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares7,831 from 8,577
Change-746 (-9%)
Value$353.1K (-$22.2K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares7,661 from 3,631
Change+4,030 (+111%)
Value$345.4K (+$186.6K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
UNCHANGED
Shares7,399 from 7,399
Change0 (0%)
Value$333.6K (+$23.1K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares7,242 from 7,236
Change+6 (+0%)
Value$323.3K (+$19.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares7,242 from 7,236
Change+6 (+0%)
Value$323.3K (+$19.6K)
Filed 2026-10-20
Regatta Capital Group, LLC
INCREASED
Shares7,190 from 7,184
Change+6 (+0%)
Value$324.2K (+$9.9K)
Filed 2026-10-23
Roman Butler Fullerton & Co
INCREASED
Shares7,109 from 7,104
Change+5 (+0%)
Value$313.0K (+$4.7K)
Filed 2026-10-27
Moors & Cabot, Inc.
INCREASED
Shares7,108 from 6,982
Change+126 (+2%)
Value$320.5K (+$15.0K)
Filed 2026-11-06
Uptick Partners, LLC
DECREASED
Shares7,078 from 8,061
Change-983 (-12%)
Value$319.2K (-$33.5K)
Filed 2026-11-04
LongView Wealth Management
INCREASED
Shares6,636 from 6,184
Change+452 (+7%)
Value$299.2K (+$28.7K)
Filed 2026-10-19
Bensler, LLC
INCREASED
Shares6,567 from 6,564
Change+3 (+0%)
Value$296.1K (+$8.9K)
Filed 2026-11-05
RDA Financial Network
DECREASED
Shares6,096 from 6,175
Change-79 (-1%)
Value$274.9K (+$4.7K)
Filed 2026-10-15
Tidemark, LLC
UNCHANGED
Shares5,957 from 5,957
Change0 (0%)
Value$268.6K (+$8.0K)
Filed 2026-11-09
Richardson Capital Management LLC
UNCHANGED
Shares5,777 from 5,777
Change0 (0%)
Value$260.5K (+$7.7K)
Filed 2026-10-23
Calamos Wealth Management LLC
UNCHANGED
Shares5,726 from 5,726
Change0 (0%)
Value$258.2K (+$7.7K)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares5,693 from 5,093
Change+600 (+12%)
Value$256.7K (+$33.9K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares5,590 from 18,873
Change-13,283 (-70%)
Value$252.1K (-$573.7K)
Filed 2026-10-15
First Business Financial Services, Inc.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$248.0K (+$7.4K)
Filed 2026-10-29
Carson Advisory Inc.
UNCHANGED
Shares5,365 from 5,365
Change0 (0%)
Value$241.9K (+$7.2K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares5,232 from 5,231
Change+1 (+0%)
Value$235.9K (+$7.0K)
Filed 2026-10-23
LVW Advisors, LLC
UNCHANGED
Shares5,043 from 5,043
Change0 (0%)
Value$227.4K (+$6.8K)
Filed 2026-10-19
Signature Equity Partners, LLC
UNCHANGED
Shares4,907 from 4,907
Change0 (0%)
Value$221.2K (+$6.6K)
Filed 2026-10-29
Thoroughbred Financial Services, LLC
UNCHANGED
Shares4,856 from 4,856
Change0 (0%)
Value$218.0K (+$6.0K)
Filed 2026-11-09
Cullen T Bankers, Inc.
DECREASED
Shares4,817 from 11,618
Change-6,801 (-59%)
Value$217.2K (-$291.1K)
Filed 2026-10-28
Opus Financial Solutions LLC
DECREASED
Shares4,608 from 5,348
Change-740 (-14%)
Value$207.8K (-$26.2K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
NEW
Shares4,578
Change+4,578
Value$206.4K
Filed 2026-10-23
FCG Investment Co
NEW
Shares4,484
Change+4,484
Value$202.2K
Filed 2026-10-13
Merkkuri Wealth Advisors LLC
NEW
Shares4,479
Change+4,479
Value$201.9K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$178.5K ($0)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares3,581 from 3,113
Change+468 (+15%)
Value$161.5K (+$25.3K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares3,507 from 3,504
Change+3 (+0%)
Value$158.1K (+$4.8K)
Filed 2026-10-07
US Bancorp \de\
DECREASED
Shares3,335 from 3,598
Change-263 (-7%)
Value$150.4K (-$7.0K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$147.2K (+$4.4K)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,929 from 2,929
Change0 (0%)
Value$132.1K (+$3.9K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares2,698
Change+2,698
Value$121.7K
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares2,211
Change+2,211
Value$99.7K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$87.4K (+$2.6K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares1,861 from 1,861
Change0 (0%)
Value$83.9K (+$2.5K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
NEW
Shares1,759
Change+1,759
Value$79.3K
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$62.4K (+$1.9K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$53.3K (+$1.6K)
Filed 2026-11-02
Abound Wealth Management
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$49.2K (+$1.5K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$46.2K (+$1.4K)
Filed 2026-10-30
POM Investment Strategies, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$41.8K (+$1.2K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares689 from 688
Change+1 (+0%)
Value$31.1K (+$947)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$27.0K (+$1.0K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares590 from 488
Change+102 (+21%)
Value$26.6K (+$5.3K)
Filed 2026-11-06
Central Trust Co
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$19.8K (+$590)
Filed 2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$18.5K (+$549)
Filed 2026-10-22
Kingdom Financial Group Llc.
DECREASED
Shares409 from 540
Change-131 (-24%)
Value$18.4K (-$5.2K)
Filed 2026-11-04
Bank of Montreal
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.5K (+$402)
Filed 2026-11-09
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares254 from 253
Change+1 (+0%)
Value$11.5K (+$381)
Filed 2026-10-16
Geneos Wealth Management Inc.
DECREASED
Shares250 from 860
Change-610 (-71%)
Value$11.3K (-$26.4K)
Filed 2026-11-09
Archer Investment Corp
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$9.2K (+$273)
Filed 2026-11-05
Goodman Advisory Group, LLC
DECREASED
Shares169 from 458,314
Change-458,145 (-100%)
Value$7.6K (-$20.0M)
Filed 2026-11-02
Addison Advisors LLC
NEW
Shares140
Change+140
Value$6.3K
Filed 2026-11-06
Russell Investments Group, Ltd.
NEW
Shares140
Change+140
Value$6.3K
Filed 2026-11-06
Cape Investment Advisory, Inc.
NEW
Shares128
Change+128
Value$5.8K
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.0K (+$147)
Filed 2026-10-21
Valley National Advisers Inc
NEW
Shares49
Change+49
Value$2.2K
Filed 2026-10-23
Essential Investment Partners LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.4K (+$40)
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares25
Change+25
Value$1.1K
Filed 2026-11-05
Decker Retirement Planning Inc.
NEW
Shares22
Change+22
Value$992
Filed 2026-10-19
Hager Investment Management Services, LLC
NEW
Shares12
Change+12
Value$541
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 (+$1)
Filed 2026-11-06
Sowell Financial Services LLC
CLOSED
Shares0 from 46,984
Change-46,984 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 9,763
Change-9,763 (-100%)
Value$0 (-$427.1K)
Filed 2026-10-13
Apex Wealth Management, LLC
CLOSED
Shares0 from 5,084
Change-5,084 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,621
Change-1,621 (-100%)
Value$0 (-$70.9K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$45.1K)
Filed 2026-10-16
Heritage Wealth Advisors
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-09
Simplex Trading, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 7,427,673
Change-7,427,673 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,195,146
Change-7,195,146 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,563,708
Change-6,563,708 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,806,311
Change-2,806,311 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,277,888
Change-1,277,888 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 853,626
Change-853,626 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 837,850
Change-837,850 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 637,144
Change-637,144 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 563,916
Change-563,916 (-100%)
Value—
FMR LLC
N/A
Shares— from 549,118
Change-549,118 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 485,600
Change-485,600 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 452,048
Change-452,048 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 384,328
Change-384,328 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 339,551
Change-339,551 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 263,298
Change-263,298 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 236,883
Change-236,883 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 199,953
Change-199,953 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 195,102
Change-195,102 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 170,962
Change-170,962 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 138,502
Change-138,502 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 112,887
Change-112,887 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 104,321
Change-104,321 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,521
Change-98,521 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 85,290
Change-85,290 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 83,625
Change-83,625 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,944
Change-75,944 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 59,500
Change-59,500 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 54,389
Change-54,389 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 50,236
Change-50,236 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 47,880
Change-47,880 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 45,918
Change-45,918 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,730
Change-45,730 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 42,935
Change-42,935 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 40,819
Change-40,819 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 38,521
Change-38,521 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 34,348
Change-34,348 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 32,997
Change-32,997 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 32,375
Change-32,375 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,374
Change-31,374 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 31,314
Change-31,314 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 30,566
Change-30,566 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 29,912
Change-29,912 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 29,243
Change-29,243 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24,672
Change-24,672 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,547
Change-23,547 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,610
Change-22,610 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 21,830
Change-21,830 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,228
Change-21,228 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 19,797
Change-19,797 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 18,889
Change-18,889 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,398
Change-18,398 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 17,404
Change-17,404 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,239
Change-16,239 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,078
Change-16,078 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,957
Change-15,957 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
&partners
N/A
Shares— from 14,482
Change-14,482 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,683
Change-13,683 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,552
Change-11,552 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,833
Change-10,833 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,021
Change-10,021 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,571
Change-9,571 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,491
Change-9,491 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED9,026,8178,634,000+392,817+5%$377.7M$407.0M+$29.3M2026-10-26
LPL Financial LLC
DECREASED4,435,8504,518,399-82,549-2%$197.7M$200.0M+$2.3M2026-11-06
Commonwealth Equity Services, LLC
INCREASED4,315,0724,171,069+144,003+3%$182.5M$194.6M+$12.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED1,641,4721,483,409+158,063+11%$64.9M$74.0M+$9.1M2026-11-02
Independence Financial Advisors, LLC
INCREASED1,399,4711,340,600+58,871+4%$58.7M$63.1M+$4.5M2026-10-08
IAG Wealth Partners, LLC
INCREASED642,615631,926+10,689+2%$27.6M$29.0M+$1.3M2026-11-06
Thrivent Financial for Lutherans
INCREASED607,938524,050+83,888+16%$22.9M$27.5M+$4.6M2026-11-05
Sentinel Pension Advisors, LLC
INCREASED503,672481,348+22,324+5%$20.6M$22.7M+$2.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED497,711527,714-30,003-6%$23.1M$22.4M-$646.0K2026-11-02
Valmark Advisers, Inc.
INCREASED362,382330,476+31,906+10%$14.5M$16.3M+$1.9M2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED343,675329,684+13,991+4%$14.5M$15.5M+$1.0M2026-10-13
Univest Financial Corp
NEW338,976—+338,976——$15.3M—2026-11-05
46 Peaks LLC
DECREASED333,969351,215-17,246-5%$15.4M$15.1M-$307.0K2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED313,807302,902+10,905+4%$13.3M$14.1M+$897.6K2026-10-13
Vise Technologies, Inc.
INCREASED230,87232,457+198,415+611%$1.4M$10.4M+$9.0M2026-10-29
Northwest Wealth Advisors, LLC
INCREASED218,228208,418+9,810+5%$9.1M$9.8M+$721.6K2026-11-02
Farther Finance Advisors, LLC
INCREASED201,297125,083+76,214+61%$5.5M$9.1M+$3.6M2026-10-08
Advisory Resource Group
INCREASED198,996179,319+19,677+11%$7.8M$9.0M+$1.1M2026-10-26
Triangle Securities Wealth Management
NEW196,332—+196,332——$8.9M—2026-10-14
Vestor Capital, LLC
INCREASED178,0361,527+176,509+11559%$71$91.3K+$91.2K2026-11-04
Linscomb Wealth, Inc.
INCREASED175,524149,314+26,210+18%$6.5M$7.9M+$1.4M2026-11-05
Flagship Wealth Advisors, LLC
INCREASED174,127172,119+2,008+1%$7.5M$7.9M+$321.2K2026-11-03
Greenwood Capital Associates LLC
INCREASED159,282135,051+24,231+18%$5.9M$7.2M+$1.3M2026-10-27
Merit Financial Group, LLC
INCREASED130,601123,883+6,718+5%$5.4M$5.9M+$468.9K2026-11-06
Investmark Advisory Group LLC
INCREASED99,02987,414+11,615+13%$3.8M$4.5M+$640.9K2026-10-27
Truist Financial Corp
INCREASED96,65992,600+4,059+4%$4.1M$4.4M+$307.1K2026-10-30
Silverlake Wealth Management LLC
DECREASED90,68394,950-4,267-4%$4.2M$4.1M-$65.2K2026-10-21
Partners Wealth Management, LLC
NEW82,085—+82,085——$3.7M—2026-10-28
Lido Advisors, LLC
INCREASED74,94674,925+21+0%$3.3M$3.4M+$101.3K2026-11-04
Baron Wealth Management LLC
INCREASED67,60657,851+9,755+17%$2.5M$3.0M+$517.4K2026-10-27
Harbour Investments, Inc.
INCREASED62,39752,846+9,551+18%$2.3M$2.8M+$501.5K2026-11-09
Flagship Harbor Advisors, LLC
INCREASED59,10637,120+21,986+59%$1.6M$2.7M+$1.0M2026-10-26
Creative Financial Designs Inc
INCREASED45,9877,072+38,915+550%$309.4K$2.1M+$1.8M2026-11-04
Warner Financial, Inc
INCREASED45,49538,802+6,693+17%$1.7M$2.1M+$353.8K2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED42,99834,853+8,145+23%$1.5M$1.9M+$414.0K2026-10-15
Creative Planning
INCREASED42,39141,723+668+2%$1.8M$1.9M+$86.0K2026-11-02
Sugar Maple Asset Management, LLC
INCREASED41,86038,891+2,969+8%$1.7M$1.9M+$186.0K2026-10-13
InTrack Investment Management Inc
DECREASED37,04838,406-1,358-4%$1.7M$1.7M-$9.8K2026-10-15
Rolek Wealth Management LLC
DECREASED34,20634,669-463-1%$1.5M$1.5M+$25.6K2026-10-21
Infinity Wealth Counsel, LLC
INCREASED32,02530,925+1,100+4%$1.4M$1.4M+$91.0K2026-10-15
Prospera Financial Services Inc
INCREASED31,75017,786+13,964+79%$778.1K$1.3M+$562.6K2026-11-04
Ball & Co Wealth Management Inc.
INCREASED29,73128,438+1,293+5%$1.2M$1.3M+$96.6K2026-11-05
Soltis Investment Advisors LLC
DECREASED28,40228,532-1300%$1.2M$1.3M+$32.4K2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED26,763178,092-151,329-85%$7.7M$1.2M-$6.5M2026-10-13
IFG Advisory, LLC
INCREASED25,49223,992+1,500+6%$1.0M$1.1M+$99.8K2026-11-09
Summit Wealth Group LLC / Co
INCREASED24,85924,856+3+0%$1.1M$1.1M+$33.4K2026-10-29
Redwood Financial Network Corp
DECREASED24,28324,860-577-2%$1.1M$1.1M+$7.3K2026-11-03
RFG Advisory, LLC
NEW23,756—+23,756——$1.1M—2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED20,73320,73300%$907.1K$934.9K+$27.8K2026-10-15
Castleview Partners, LLC
INCREASED20,03619,851+185+1%$868.5K$903.4K+$34.9K2026-10-09
Hicks Capital Management LLC
UNCHANGED19,97319,97300%$873.8K$873.8K$02026-10-20
Bay Capital Advisors, LLC
DECREASED18,86519,484-619-3%$852.4K$850.6K-$1.8K2026-10-16
Geneva Partners, LLC
INCREASED18,44218,427+15+0%$806.2K$831.5K+$25.4K2026-10-26
Kuhn & Co Investment Counsel
UNCHANGED18,35418,35400%$803.0K$827.6K+$24.6K2026-10-29
Financial Partners Group, Inc
DECREASED18,21719,009-792-4%$831.7K$821.4K-$10.3K2026-10-19
Elm3 Financial Group, LLC
DECREASED17,28619,586-2,300-12%$856.9K$779.4K-$77.5K2026-10-07
Traphagen Investment Advisors LLC
INCREASED17,04217,028+14+0%$745.0K$768.4K+$23.4K2026-10-14
Wedbush Securities Inc
INCREASED16,58415,714+870+6%$687.0K$748.0K+$61.0K2026-10-22
Valeo Financial Advisors, LLC
INCREASED16,56916,555+14+0%$724.3K$747.1K+$22.8K2026-10-08
Sovran Advisors, LLC
DECREASED16,29922,517-6,218-28%$940.8K$708.3K-$232.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED15,44915,870-421-3%$701.3K$705.9K+$4.6K2026-10-13
Charter Capital Management, Llc\de
DECREASED15,36715,457-90-1%$676.2K$692.9K+$16.7K2026-10-28
Maia Wealth LLC
INCREASED14,45011,547+2,903+25%$505.2K$651.5K+$146.4K2026-10-19
Gibson Capital, LLC
UNCHANGED14,12114,12100%$617.8K$636.7K+$18.9K2026-10-23
Nations Financial Group Inc,
DECREASED13,91315,964-2,051-13%$698.4K$627.3K-$71.1K2026-11-05
Wedmont Private Capital
UNCHANGED13,61613,61600%$601.7K$622.1K+$20.4K2026-10-09
Western Wealth Management, LLC
INCREASED12,68411,990+694+6%$524.6K$571.9K+$47.4K2026-11-09
Verdence Capital Advisors LLC
INCREASED12,48111,200+1,281+11%$490.0K$562.8K+$72.8K2026-10-26
Perennial Advisors, LLC
DECREASED12,22512,675-450-4%$554.5K$551.2K-$3.3K2026-10-13
FMA Wealth Management, LLC
DECREASED11,55711,607-500%$507.8K$521.1K+$13.3K2026-10-21
Clear Creek Financial Management, LLC
UNCHANGED11,55211,55200%$505.4K$520.9K+$15.5K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED11,1797,425+3,754+51%$324.9K$504.1K+$179.2K2026-10-21
Security National Bank
UNCHANGED11,05611,05600%$483.7K$498.5K+$14.8K2026-10-26
Madrona Financial Services, LLC
DECREASED10,78811,706-918-8%$512.1K$486.4K-$25.7K2026-10-23
ACT Wealth Management, LLC
INCREASED10,71510,707+8+0%$468.4K$483.2K+$14.7K2026-10-09
Pennsylvania Capital Management Inc
UNCHANGED10,59510,59500%$463.5K$477.7K+$14.2K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED10,34610,604-258-2%$463.9K$466.5K+$2.6K2026-11-06
CLG LLC
INCREASED10,2889,982+306+3%$436.7K$463.9K+$27.2K2026-10-13
Atria Investments, Inc
DECREASED10,27115,434-5,163-33%$675.2K$463.1K-$212.1K2026-10-15
Key FInancial Inc
UNCHANGED10,08210,08200%$441.1K$454.6K+$13.5K2026-11-02
Great Valley Advisor Group, Inc.
INCREASED9,5255,864+3,661+62%$256.7K$429.6K+$172.9K2026-11-09
Formidable Asset Management, LLC
DECREASED9,50011,000-1,500-14%$412.4K$415.6K+$3.2K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED9,3559,348+7+0%$409.0K$421.8K+$12.9K2026-11-04
Sigma Planning Corp
DECREASED9,2239,506-283-3%$415.9K$415.9K-$302026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED8,8958,425+470+6%$368.6K$401.1K+$32.5K2026-11-02
Focus Financial Network, Inc.
DECREASED8,4408,601-161-2%$376.3K$380.6K+$4.3K2026-10-14
Sage Capital Management, LLC
INCREASED8,2848,278+6+0%$362.3K$373.6K+$11.3K2026-10-20
National Wealth Management Group, LLC
DECREASED8,2228,762-540-6%$383.3K$370.7K-$12.6K2026-10-26
Foronjy Financial LLC
DECREASED8,0718,341-270-3%$364.9K$363.9K-$9672026-10-14
Financial Solutions Advisory Group, Inc.
UNCHANGED7,8527,85200%$344.6K$342.4K-$2.2K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED7,8318,577-746-9%$375.2K$353.1K-$22.2K2026-11-05
Fifth Third Bancorp
INCREASED7,6613,631+4,030+111%$158.9K$345.4K+$186.6K2026-11-05
Tenet Wealth Partners, LLC
UNCHANGED7,3997,39900%$310.5K$333.6K+$23.1K2026-10-19
Diversify Advisory Services, LLC
INCREASED7,2427,236+6+0%$303.7K$323.3K+$19.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED7,2427,236+6+0%$303.7K$323.3K+$19.6K2026-10-20
Regatta Capital Group, LLC
INCREASED7,1907,184+6+0%$314.3K$324.2K+$9.9K2026-10-23
Roman Butler Fullerton & Co
INCREASED7,1097,104+5+0%$308.4K$313.0K+$4.7K2026-10-27
Moors & Cabot, Inc.
INCREASED7,1086,982+126+2%$305.5K$320.5K+$15.0K2026-11-06
Uptick Partners, LLC
DECREASED7,0788,061-983-12%$352.7K$319.2K-$33.5K2026-11-04
LongView Wealth Management
INCREASED6,6366,184+452+7%$270.6K$299.2K+$28.7K2026-10-19
Bensler, LLC
INCREASED6,5676,564+3+0%$287.2K$296.1K+$8.9K2026-11-05
RDA Financial Network
DECREASED6,0966,175-79-1%$270.2K$274.9K+$4.7K2026-10-15
Tidemark, LLC
UNCHANGED5,9575,95700%$260.6K$268.6K+$8.0K2026-11-09
Richardson Capital Management LLC
UNCHANGED5,7775,77700%$252.7K$260.5K+$7.7K2026-10-23
Calamos Wealth Management LLC
UNCHANGED5,7265,72600%$250.5K$258.2K+$7.7K2026-11-02
Traynor Capital Management, Inc.
INCREASED5,6935,093+600+12%$222.8K$256.7K+$33.9K2026-10-29
Mission Wealth Management, LP
DECREASED5,59018,873-13,283-70%$825.7K$252.1K-$573.7K2026-10-15
First Business Financial Services, Inc.
UNCHANGED5,5005,50000%$240.6K$248.0K+$7.4K2026-10-29
Carson Advisory Inc.
UNCHANGED5,3655,36500%$234.7K$241.9K+$7.2K2026-11-06
HB Wealth Management, LLC
INCREASED5,2325,231+1+0%$228.9K$235.9K+$7.0K2026-10-23
LVW Advisors, LLC
UNCHANGED5,0435,04300%$220.6K$227.4K+$6.8K2026-10-19
Signature Equity Partners, LLC
UNCHANGED4,9074,90700%$214.7K$221.2K+$6.6K2026-10-29
Thoroughbred Financial Services, LLC
UNCHANGED4,8564,85600%$212.0K$218.0K+$6.0K2026-11-09
Cullen T Bankers, Inc.
DECREASED4,81711,618-6,801-59%$508.3K$217.2K-$291.1K2026-10-28
Opus Financial Solutions LLC
DECREASED4,6085,348-740-14%$234.0K$207.8K-$26.2K2026-11-06
Kingswood Wealth Advisors, LLC
NEW4,578—+4,578——$206.4K—2026-10-23
FCG Investment Co
NEW4,484—+4,484——$202.2K—2026-10-13
Merkkuri Wealth Advisors LLC
NEW4,479—+4,479——$201.9K—2026-11-03
Allworth Financial LP
UNCHANGED4,0814,08100%$178.5K$178.5K$02026-11-06
CoreCap Advisors, LLC
INCREASED3,5813,113+468+15%$136.2K$161.5K+$25.3K2026-10-08
Elevation Wealth Partners, LLC
INCREASED3,5073,504+3+0%$153.3K$158.1K+$4.8K2026-10-07
US Bancorp \de\
DECREASED3,3353,598-263-7%$157.4K$150.4K-$7.0K2026-11-05
Blume Capital Management, Inc.
UNCHANGED3,2643,26400%$142.8K$147.2K+$4.4K2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,9292,92900%$128.1K$132.1K+$3.9K2026-10-20
Root Financial Partners, LLC
NEW2,698—+2,698——$121.7K—2026-10-21
Latitude Advisors, LLC
NEW2,211—+2,211——$99.7K—2026-10-27
Private Trust Co NA
UNCHANGED1,9391,93900%$84.8K$87.4K+$2.6K2026-10-20
IFP Advisors, Inc
UNCHANGED1,8611,86100%$81.4K$83.9K+$2.5K2026-10-16
New England Capital Financial Advisors LLC
NEW1,759—+1,759——$79.3K—2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED1,3851,38500%$60.6K$62.4K+$1.9K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED1,1831,18300%$51.8K$53.3K+$1.6K2026-11-02
Abound Wealth Management
UNCHANGED1,0921,09200%$47.8K$49.2K+$1.5K2026-10-26
Costello Asset Management, Inc
UNCHANGED1,0251,02500%$44.8K$46.2K+$1.4K2026-10-30
POM Investment Strategies, LLC
UNCHANGED92892800%$40.6K$41.8K+$1.2K2026-10-20
Larson Financial Group LLC
INCREASED689688+1+0%$30.1K$31.1K+$9472026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED59559500%$26.0K$27.0K+$1.0K2026-11-04
PNC Financial Services Group, Inc.
INCREASED590488+102+21%$21.4K$26.6K+$5.3K2026-11-06
Central Trust Co
UNCHANGED44044000%$19.3K$19.8K+$5902026-11-05
Washington Trust Advisors, Inc.
UNCHANGED41041000%$17.9K$18.5K+$5492026-10-22
Kingdom Financial Group Llc.
DECREASED409540-131-24%$23.6K$18.4K-$5.2K2026-11-04
Bank of Montreal
UNCHANGED30030000%$13.1K$13.5K+$4022026-11-09
Halbert Hargrove Global Advisors, LLC
INCREASED254253+1+0%$11.1K$11.5K+$3812026-10-16
Geneos Wealth Management Inc.
DECREASED250860-610-71%$37.6K$11.3K-$26.4K2026-11-09
Archer Investment Corp
UNCHANGED20420400%$8.9K$9.2K+$2732026-11-05
Goodman Advisory Group, LLC
DECREASED169458,314-458,145-100%$20.1M$7.6K-$20.0M2026-11-02
Addison Advisors LLC
NEW140—+140——$6.3K—2026-11-06
Russell Investments Group, Ltd.
NEW140—+140——$6.3K—2026-11-06
Cape Investment Advisory, Inc.
NEW128—+128——$5.8K—2026-10-13
Piscataqua Savings Bank
UNCHANGED11011000%$4.8K$5.0K+$1472026-10-21
Valley National Advisers Inc
NEW49—+49——$2.2K—2026-10-23
Essential Investment Partners LLC
UNCHANGED303000%$1.3K$1.4K+$402026-10-27
Rossby Financial, LCC
NEW25—+25——$1.1K—2026-11-05
Decker Retirement Planning Inc.
NEW22—+22——$992—2026-10-19
Hager Investment Management Services, LLC
NEW12—+12——$541—2026-11-04
Clearstead Advisors, LLC
UNCHANGED1100%$33$34+$12026-11-06
Sowell Financial Services LLC
CLOSED046,984-46,984-100%$2.1M$0-$2.1M2026-10-23
Beacon Investment Advisory Services, Inc.
CLOSED09,763-9,763-100%$427.1K$0-$427.1K2026-10-13
Apex Wealth Management, LLC
CLOSED05,084-5,084-100%$222.4K$0-$222.4K2026-10-20
AdvisorNet Financial, Inc
CLOSED01,621-1,621-100%$70.9K$0-$70.9K2026-10-15
Cornerstone Planning Group LLC
CLOSED01,043-1,043-100%$45.1K$0-$45.1K2026-10-16
Heritage Wealth Advisors
CLOSED0552-552-100%$24.2K$0-$24.2K2026-11-09
Simplex Trading, LLC
CLOSED082-82-100%$3.6K$0-$3.6K2026-11-04
Wells Fargo & Company
N/A—7,427,673-7,427,673-100%$325.0M———
MML Investors Services, LLC
N/A—7,195,146-7,195,146-100%$314.8M———
Envestnet Asset Management Inc
N/A—6,563,708-6,563,708-100%$287.2M———
Raymond James Financial Inc
N/A—2,806,311-2,806,311-100%$122.8M———
Cetera Investment Advisers
N/A—1,277,888-1,277,888-100%$55.9M———
Osaic Holdings, Inc.
N/A—853,626-853,626-100%$37.4M———
Northwestern Mutual Wealth Management Co
N/A—837,850-837,850-100%$36.7M———
Spectrum Investment Advisors, Inc.
N/A—637,144-637,144-100%$27.9M———
JPMorgan Chase & Co
N/A—563,916-563,916-100%$24.3M———
FMR LLC
N/A—549,118-549,118-100%$24.0M———
Two Sigma Investments, LP
N/A—485,600-485,600-100%$21.2M———
Advisors Capital Management, LLC
N/A—452,048-452,048-100%$19.8M———
Prepared Retirement Institute LLC
N/A—384,328-384,328-100%$16.8M———
Principal Securities, Inc.
N/A—339,551-339,551-100%$14.9M———
Bleakley Financial Group, LLC
N/A—263,298-263,298-100%$11.5M———
Private Advisor Group, LLC
N/A—236,883-236,883-100%$10.4M———
Jane Street Group, LLC
N/A—199,953-199,953-100%$8.7M———
Cannon Wealth Management Services, LLC
N/A—195,102-195,102-100%$8.5M———
Integrated Wealth Concepts LLC
N/A—170,962-170,962-100%$7.5M———
Menora Mivtachim Holdings Ltd.
N/A—138,502-138,502-100%$6.1M———
Global Retirement Partners, LLC
N/A—112,887-112,887-100%$4.9M———
Sanctuary Advisors, LLC
N/A—104,321-104,321-100%$4.6M———
Goldman Sachs Group Inc
N/A—98,521-98,521-100%$4.3M———
Royal Bank of Canada
N/A—85,290-85,290-100%$3.7M———
Citadel Advisors LLC
N/A—83,625-83,625-100%$3.7M———
NewEdge Advisors, LLC
N/A—75,944-75,944-100%$3.3M———
LaSalle St. Investment Advisors, LLC
N/A—59,500-59,500-100%$2.6M———
HighTower Advisors, LLC
N/A—54,389-54,389-100%$2.4M———
Mariner, LLC
N/A—50,236-50,236-100%$2.2M———
D. E. Shaw & Co., Inc.
N/A—47,880-47,880-100%$2.1M———
Rollins Financial Advisors, LLC
N/A—45,918-45,918-100%$2.0M———
Stifel Financial Corp
N/A—45,730-45,730-100%$2.0M———
Jones Financial Companies Lllp
N/A—42,935-42,935-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—40,819-40,819-100%$1.8M———
Bank of America Corp
N/A—38,521-38,521-100%$1.7M———
Bragg Financial Advisors, Inc
N/A—34,348-34,348-100%$1.5M———
Hilltop Holdings Inc.
N/A—32,997-32,997-100%$1.4M———
CIBC Bancorp USA Inc.
N/A—32,375-32,375-100%$1.4M———
Susquehanna International Group, LLP
N/A—31,374-31,374-100%$1.4M———
HRT Financial LP
N/A—31,314-31,314-100%$1.4M———
Nova Wealth Management, Inc.
N/A—30,566-30,566-100%$1.3M———
Element Wealth, LLC
N/A—29,912-29,912-100%$1.3M———
Focus Partners Wealth
N/A—29,243-29,243-100%$1.3M———
Fiduciary Financial Advisors
N/A—24,672-24,672-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—23,547-23,547-100%$1.0M———
Morgan Stanley
N/A—22,610-22,610-100%$989.2K———
Meadowbrook Advisors Group, LLC
N/A—21,830-21,830-100%$955.1K———
IHT Wealth Management, LLC
N/A—21,228-21,228-100%$928.7K———
Stratos Wealth Partners, Ltd.
N/A—19,797-19,797-100%$866.1K———
Pure Financial Advisors, LLC
N/A—18,889-18,889-100%$826.4K———
Advisory Services Network, LLC
N/A—18,398-18,398-100%$804.9K———
Pacific Financial Group Inc
N/A—17,963-17,963-100%$785.9K———
Godfrey Financial Associates, Inc.
N/A—17,404-17,404-100%$761.4K———
Arax Advisory Partners
N/A—16,239-16,239-100%$710.4K———
Gladstone Institutional Advisory LLC
N/A—16,078-16,078-100%$703.4K———
Cresset Asset Management, LLC
N/A—15,958-15,958-100%$698.2K———
Captrust Financial Advisors
N/A—15,957-15,957-100%$698.1K———
Mercer Global Advisors Inc
N/A—15,560-15,560-100%$680.8K———
&partners
N/A—14,482-14,482-100%$633.6K———
Sequoia Financial Advisors, LLC
N/A—13,781-13,781-100%$602.9K———
Stratos Investment Management, LLC
N/A—13,683-13,683-100%$598.7K———
Cozad Asset Management Inc
N/A—12,998-12,998-100%$568.7K———
SHP Wealth Management
N/A—12,336-12,336-100%$539.7K———
UBS Group AG
N/A—11,981-11,981-100%$524.2K———
Advyzon Investment Management, LLC
N/A—11,552-11,552-100%$505.4K———
Equitable Holdings, Inc.
N/A—11,356-11,356-100%$496.8K———
Regal Investment Advisors LLC
N/A—11,227-11,227-100%$491.2K———
MAI Capital Management
N/A—10,849-10,849-100%$474.7K———
Coastal Bridge Advisors, LLC
N/A—10,833-10,833-100%$474.0K———
Pathstone Holdings, LLC
N/A—10,021-10,021-100%$438.5K———
Huntington National Bank
N/A—9,571-9,571-100%$418.7K———
AE Wealth Management LLC
N/A—9,491-9,491-100%$415.2K———
GWN Securities Inc.
N/A—9,006-9,006-100%$394.0K———
AQR Capital Management LLC
N/A—8,469-8,469-100%$370.5K———
Savvy Advisors, Inc.
N/A—7,909-7,909-100%$346.0K———
Transcend Capital Advisors, LLC
N/A—7,646-7,646-100%$334.5K———
Empower Advisory Group, LLC
N/A—7,502-7,502-100%$328.2K———
Widmann Financial Services, Inc.
N/A—6,898-6,898-100%$301.8K———
Bradley Foster & Sargent Inc
N/A—6,527-6,527-100%$285.6K———
Mayflower Financial Advisors, LLC
N/A—6,499-6,499-100%$284.3K———
Quantinno Capital Management LP
N/A—6,301-6,301-100%$275.7K———
Curi Capital, LLC
N/A—6,081-6,081-100%$266.1K———
EP Wealth Advisors, LLC
N/A—6,076-6,076-100%$265.8K———
Klcm Advisors, Inc.
N/A—5,858-5,858-100%$256.3K———
Independent Advisor Alliance
N/A—5,752-5,752-100%$251.7K———
Wood Tarver Financial Group, LLC
N/A—5,707-5,707-100%$249.0K———
Wealthspire Retirement, LLC
N/A—5,432-5,432-100%$237.7K———
Pasadena Private Wealth, LLC
N/A—5,421-5,421-100%$237.2K———
Ameritas Advisory Services, LLC
N/A—5,323-5,323-100%$232.9K———
Capital Analysts, LLC
N/A—5,040-5,040-100%$221.0K———
B & T Capital Management DBA Alpha Capital Management
N/A—5,004-5,004-100%$218.9K———
Arkadios Wealth Advisors
N/A—4,762-4,762-100%$208.3K———
Atomic Invest LLC
N/A—2,470-2,470-100%$106.6K———
Aptus Capital Advisors, LLC
N/A—1,892-1,892-100%$82.8K———
Rogco, LP
N/A—1,521-1,521-100%$66.5K———
Anchor Investment Management, LLC
N/A—1,451-1,451-100%$63.5K———
O'shaughnessy Asset Management, LLC
N/A—1,241-1,241-100%$54.3K———
Regatta Research & Money Management
N/A—1,236-1,236-100%$54.1K———
Ancora Advisors LLCA
N/A—1,200-1,200-100%$52.5K———
Colonial Trust Advisors
N/A—1,121-1,121-100%$49.0K———
Rockefeller Capital Management L.P.
N/A—470-470-100%$20.6K———
Private Wealth Asset Management, LLC
N/A—435-435-100%$19.0K———
Cornerstone Financial Management LLC
N/A—106-106-100%$4.6K———
LRI Investments, LLC
N/A—51-51-100%$2.2K———
Showing 266 of 266 institutions