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Fidelity Ethereum Fund (FETH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
KDK Private Wealth Management, LLC
UNCHANGED
Shares139,697 from 139,697
Change0 (0%)
Value$3.7M (+$1.5M)
Filed 2026-11-03
Imc-Chicago, LLC
INCREASED
Shares98,121 from 36,978
Change+61,143 (+165%)
Value$2.6M (+$2.0M)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares90,429 from 90,645
Change-216 (0%)
Value$2.4M (+$975.9K)
Filed 2026-10-08
Beam Wealth Advisors, Inc.
INCREASED
Shares88,613 from 87,964
Change+649 (+1%)
Value$2.4M (+$969.9K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares75,200 from 21,134
Change+54,066 (+256%)
Value$2.0M (+$1.7M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares70,646 from 80,054
Change-9,408 (-12%)
Value$1.9M (+$617.0K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares68,443 from 72,479
Change-4,036 (-6%)
Value$1.8M (+$677.7K)
Filed 2026-11-04
United Capital Management of KS, Inc.
DECREASED
Shares60,677 from 61,218
Change-541 (-1%)
Value$1.6M (+$648.6K)
Filed 2026-11-04
Financial Designs Corp
INCREASED
Shares55,063 from 51,125
Change+3,938 (+8%)
Value$1.5M (+$658.3K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares54,067
Change+54,067
Value$1.4M
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares47,855 from 38,150
Change+9,705 (+25%)
Value$1.3M (+$672.0K)
Filed 2026-10-26
Tactive Advisors, LLC
NEW
Shares47,529
Change+47,529
Value$1.3M
Filed 2026-10-08
Sepio Capital, LP
DECREASED
Shares47,516 from 50,260
Change-2,744 (-5%)
Value$1.3M (+$471.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares45,623 from 40,576
Change+5,047 (+12%)
Value$1.1M (+$393.5K)
Filed 2026-10-13
Abundance Wealth Counselors
DECREASED
Shares43,124 from 52,124
Change-9,000 (-17%)
Value$1.1M (+$325.4K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares43,063 from 32,290
Change+10,773 (+33%)
Value$1.1M (+$635.9K)
Filed 2026-11-05
Meitav Investment House LTD
DECREASED
Shares41,850 from 42,456
Change-606 (-1%)
Value$1.1M (+$443.7K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares40,246 from 26,843
Change+13,403 (+50%)
Value$1.1M (+$646.8K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
UNCHANGED
Shares32,322 from 32,322
Change0 (0%)
Value$858.8K (+$350.0K)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
UNCHANGED
Shares29,271 from 29,271
Change0 (0%)
Value$653.8K (+$271.1K)
Filed 2026-11-04
Palatine Hill Wealth Management, LLC
INCREASED
Shares23,294 from 15,130
Change+8,164 (+54%)
Value$618.9K (+$380.8K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares23,238 from 27,313
Change-4,075 (-15%)
Value$617.4K (+$187.5K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares20,067
Change+20,067
Value$477.8K
Filed 2026-10-27
Blueprint Investment Partners LLC
UNCHANGED
Shares18,976 from 18,976
Change0 (0%)
Value$504.2K (+$205.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,774 from 20,543
Change-1,769 (-9%)
Value$499.0K (+$176.0K)
Filed 2026-11-02
Rahlfs Capital, LLC
NEW
Shares16,700
Change+16,700
Value$443.7K
Filed 2026-10-23
Security National Bank
NEW
Shares16,223
Change+16,223
Value$431.0K
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares15,949 from 15,449
Change+500 (+3%)
Value$423.8K (+$180.6K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares15,814 from 13,639
Change+2,175 (+16%)
Value$420.2K (+$205.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares15,742 from 24,972
Change-9,230 (-37%)
Value$418.3K (+$25.2K)
Filed 2026-11-02
LPL Financial LLC
NEW
Shares15,143
Change+15,143
Value$402.4K
Filed 2026-11-06
PUREfi Wealth, LLC
UNCHANGED
Shares15,137 from 15,137
Change0 (0%)
Value$402.2K (+$163.9K)
Filed 2026-10-19
Activest Wealth Management
INCREASED
Shares15,035 from 13,585
Change+1,450 (+11%)
Value$399.5K (+$185.7K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares13,964 from 14,089
Change-125 (-1%)
Value$371.0K (+$149.3K)
Filed 2026-10-22
Wiser Wealth Management, Inc
INCREASED
Shares13,279 from 13,278
Change+1 (+0%)
Value$352.8K (+$143.8K)
Filed 2026-10-14
Rossmore Private Capital
UNCHANGED
Shares13,074 from 13,074
Change0 (0%)
Value$347.4K (+$141.6K)
Filed 2026-10-27
Great Point Wealth Advisors, LLC
NEW
Shares12,276
Change+12,276
Value$326.2K
Filed 2026-10-15
Traynor Capital Management, Inc.
INCREASED
Shares11,362 from 11,358
Change+4 (+0%)
Value$301.9K (+$123.1K)
Filed 2026-10-29
CRA Financial Services, LLC
NEW
Shares10,275
Change+10,275
Value$273.0K
Filed 2026-10-16
GR Financial Group, LLC
NEW
Shares9,684
Change+9,684
Value$257.3K
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares9,632 from 9,632
Change0 (0%)
Value$255.9K (+$104.3K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares9,574 from 6,117
Change+3,457 (+57%)
Value$254.4K (+$158.1K)
Filed 2026-10-27
Milestone Asset Management Group, LLC
NEW
Shares9,571
Change+9,571
Value$254.3K
Filed 2026-10-20
Parcion Private Wealth LLC
NEW
Shares9,109
Change+9,109
Value$242.0K
Filed 2026-10-28
Hedges Asset Management LLC
DECREASED
Shares9,000 from 11,000
Change-2,000 (-18%)
Value$239.1K (+$66.0K)
Filed 2026-10-29
XML Financial, LLC
NEW
Shares8,264
Change+8,264
Value$219.6K
Filed 2026-10-29
Clientfirst Wealth Management, LLC
NEW
Shares8,196
Change+8,196
Value$217.8K
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares7,932 from 11,145
Change-3,213 (-29%)
Value$210.8K (+$35.3K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
NEW
Shares7,825
Change+7,825
Value$207.9K
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,764 from 10,429
Change-2,665 (-26%)
Value$206.3K (+$42.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares6,933 from 7,133
Change-200 (-3%)
Value$184.2K (+$71.9K)
Filed 2026-10-08
First United Bank & Trust
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$160.0K (+$65.2K)
Filed 2026-10-22
Allworth Financial LP
NEW
Shares4,839
Change+4,839
Value$76.2K
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$93.0K (+$37.9K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares3,343 from 3,903
Change-560 (-14%)
Value$88.8K (+$27.4K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares3,114
Change+3,114
Value$82.7K
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares3,049 from 3,049
Change0 (0%)
Value$81.0K (+$33.0K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$26.6K (+$10.8K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$21.4K (+$8.7K)
Filed 2026-11-03
Centerpoint Advisors, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$18 (+$7)
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$10.9K (+$4.5K)
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$10.0K (+$4.1K)
Filed 2026-10-26
Rossby Financial, LCC
NEW
Shares339
Change+339
Value$9.0K
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.0K (+$3.2K)
Filed 2026-10-08
Comprehensive Financial Planning, Inc.
NEW
Shares289
Change+289
Value$7.7K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares218
Change+218
Value$5.8K
Filed 2026-10-27
CKW Financial Group
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-29
Financial Consulate, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.3K (+$1.4K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.7K (+$1.1K)
Filed 2026-10-13
DecisionPoint Financial, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.7K (+$1.1K)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.5K (+$1.0K)
Filed 2026-11-06
Legacies Wealth LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.5K (+$1.0K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.1K (+$867)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
NEW
Shares57
Change+57
Value$1.5K
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.2K (+$498)
Filed 2026-10-16
High Point Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$186 (+$76)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 31,334
Change-31,334 (-100%)
Value$0 (-$544.6K)
Filed 2026-10-21
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 25,296
Change-25,296 (-100%)
Value$0 (-$398.2K)
Filed 2026-10-20
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$314.8K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 17,921
Change-17,921 (-100%)
Value$0 (-$342.9K)
Filed 2026-11-03
Sunesis Advisors, LLC
CLOSED
Shares0 from 17,596
Change-17,596 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-26
Csenge Advisory Group
CLOSED
Shares0 from 16,500
Change-16,500 (-100%)
Value$0 (-$259.7K)
Filed 2026-11-04
Collar Capital Management, LLC
CLOSED
Shares0 from 12,182
Change-12,182 (-100%)
Value$0 (-$191.7K)
Filed 2026-10-28
Kestra Advisory Services, LLC
CLOSED
Shares0 from 11,483
Change-11,483 (-100%)
Value$0 (-$180.7K)
Filed 2026-11-02
BankPlus Trust Department
CLOSED
Shares0 from 2,421
Change-2,421 (-100%)
Value$0 (-$38.1K)
Filed 2026-11-06
Heritage Wealth Advisors
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$15.7K)
Filed 2026-11-09
Archer Investment Corp
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-05
Manchester Capital Management LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-22
Golden State Wealth Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$94)
Filed 2026-11-02
HBK Investments L P
N/A
Shares— from 980,008
Change-980,008 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 332,483
Change-332,483 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 198,976
Change-198,976 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 166,295
Change-166,295 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 96,504
Change-96,504 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 95,021
Change-95,021 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 90,661
Change-90,661 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 83,723
Change-83,723 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 81,972
Change-81,972 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 80,877
Change-80,877 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 60,071
Change-60,071 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 56,716
Change-56,716 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 43,466
Change-43,466 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,868
Change-40,868 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 39,360
Change-39,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,070
Change-29,070 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 28,404
Change-28,404 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,055
Change-26,055 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 25,296
Change-25,296 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,614
Change-20,614 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 20,313
Change-20,313 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,099
Change-20,099 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 19,841
Change-19,841 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 17,466
Change-17,466 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 17,302
Change-17,302 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 16,088
Change-16,088 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,455
Change-14,455 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,696
Change-13,696 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,433
Change-11,433 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 985
Change-985 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 850
Change-850 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 774
Change-774 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 277
Change-277 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 138
Change-138 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
KDK Private Wealth Management, LLC
UNCHANGED139,697139,69700%$2.2M$3.7M+$1.5M2026-11-03
Imc-Chicago, LLC
INCREASED98,12136,978+61,143+165%$582.0K$2.6M+$2.0M2026-11-05
First Heartland Consultants, Inc.
DECREASED90,42990,645-2160%$1.4M$2.4M+$975.9K2026-10-08
Beam Wealth Advisors, Inc.
INCREASED88,61387,964+649+1%$1.4M$2.4M+$969.9K2026-11-03
IFP Advisors, Inc
INCREASED75,20021,134+54,066+256%$332.6K$2.0M+$1.7M2026-10-16
Independent Financial Group, LLC
DECREASED70,64680,054-9,408-12%$1.3M$1.9M+$617.0K2026-10-13
Smart Wealth LLC
DECREASED68,44372,479-4,036-6%$1.1M$1.8M+$677.7K2026-11-04
United Capital Management of KS, Inc.
DECREASED60,67761,218-541-1%$963.6K$1.6M+$648.6K2026-11-04
Financial Designs Corp
INCREASED55,06351,125+3,938+8%$804.7K$1.5M+$658.3K2026-10-09
Concurrent Investment Advisors, LLC
NEW54,067—+54,067——$1.4M—2026-10-16
Park Avenue Securities LLC
INCREASED47,85538,150+9,705+25%$600.0K$1.3M+$672.0K2026-10-26
Tactive Advisors, LLC
NEW47,529—+47,529——$1.3M—2026-10-08
Sepio Capital, LP
DECREASED47,51650,260-2,744-5%$791.1K$1.3M+$471.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED45,62340,576+5,047+12%$724.7K$1.1M+$393.5K2026-10-13
Abundance Wealth Counselors
DECREASED43,12452,124-9,000-17%$820.4K$1.1M+$325.4K2026-10-26
US Bancorp \de\
INCREASED43,06332,290+10,773+33%$508.2K$1.1M+$635.9K2026-11-05
Meitav Investment House LTD
DECREASED41,85042,456-606-1%$668.3K$1.1M+$443.7K2026-10-28
Lido Advisors, LLC
INCREASED40,24626,843+13,403+50%$422.5K$1.1M+$646.8K2026-11-04
BlueChip Wealth Advisors LLC
UNCHANGED32,32232,32200%$508.7K$858.8K+$350.0K2026-11-03
Union Bancaire Privee, UBP SA
UNCHANGED29,27129,27100%$382.7K$653.8K+$271.1K2026-11-04
Palatine Hill Wealth Management, LLC
INCREASED23,29415,130+8,164+54%$238.1K$618.9K+$380.8K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED23,23827,313-4,075-15%$429.9K$617.4K+$187.5K2026-11-02
Chicago Partners Investment Group LLC
NEW20,067—+20,067——$477.8K—2026-10-27
Blueprint Investment Partners LLC
UNCHANGED18,97618,97600%$298.7K$504.2K+$205.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED18,77420,543-1,769-9%$323.0K$499.0K+$176.0K2026-11-02
Rahlfs Capital, LLC
NEW16,700—+16,700——$443.7K—2026-10-23
Security National Bank
NEW16,223—+16,223——$431.0K—2026-10-26
National Wealth Management Group, LLC
INCREASED15,94915,449+500+3%$243.2K$423.8K+$180.6K2026-10-26
Creative Planning
INCREASED15,81413,639+2,175+16%$214.7K$420.2K+$205.5K2026-11-02
Commonwealth Equity Services, LLC
DECREASED15,74224,972-9,230-37%$393.1K$418.3K+$25.2K2026-11-02
LPL Financial LLC
NEW15,143—+15,143——$402.4K—2026-11-06
PUREfi Wealth, LLC
UNCHANGED15,13715,13700%$238.3K$402.2K+$163.9K2026-10-19
Activest Wealth Management
INCREASED15,03513,585+1,450+11%$213.8K$399.5K+$185.7K2026-10-15
Sagespring Wealth Partners, LLC
DECREASED13,96414,089-125-1%$221.8K$371.0K+$149.3K2026-10-22
Wiser Wealth Management, Inc
INCREASED13,27913,278+1+0%$209.0K$352.8K+$143.8K2026-10-14
Rossmore Private Capital
UNCHANGED13,07413,07400%$205.8K$347.4K+$141.6K2026-10-27
Great Point Wealth Advisors, LLC
NEW12,276—+12,276——$326.2K—2026-10-15
Traynor Capital Management, Inc.
INCREASED11,36211,358+4+0%$178.8K$301.9K+$123.1K2026-10-29
CRA Financial Services, LLC
NEW10,275—+10,275——$273.0K—2026-10-16
GR Financial Group, LLC
NEW9,684—+9,684——$257.3K—2026-10-27
Parallel Advisors, LLC
UNCHANGED9,6329,63200%$151.6K$255.9K+$104.3K2026-11-03
Parkside Financial Bank & Trust
INCREASED9,5746,117+3,457+57%$96.3K$254.4K+$158.1K2026-10-27
Milestone Asset Management Group, LLC
NEW9,571—+9,571——$254.3K—2026-10-20
Parcion Private Wealth LLC
NEW9,109—+9,109——$242.0K—2026-10-28
Hedges Asset Management LLC
DECREASED9,00011,000-2,000-18%$173.1K$239.1K+$66.0K2026-10-29
XML Financial, LLC
NEW8,264—+8,264——$219.6K—2026-10-29
Clientfirst Wealth Management, LLC
NEW8,196—+8,196——$217.8K—2026-11-04
Garde Capital, Inc.
DECREASED7,93211,145-3,213-29%$175.4K$210.8K+$35.3K2026-10-29
Robertson Stephens Wealth Management, LLC
NEW7,825—+7,825——$207.9K—2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED7,76410,429-2,665-26%$164.2K$206.3K+$42.1K2026-10-08
Farther Finance Advisors, LLC
DECREASED6,9337,133-200-3%$112.3K$184.2K+$71.9K2026-10-08
First United Bank & Trust
UNCHANGED6,0206,02000%$94.8K$160.0K+$65.2K2026-10-22
Allworth Financial LP
NEW4,839—+4,839——$76.2K—2026-11-06
Downshift Financial, LLC
UNCHANGED3,4993,49900%$55.1K$93.0K+$37.9K2026-10-13
Blue Trust, Inc.
DECREASED3,3433,903-560-14%$61.4K$88.8K+$27.4K2026-10-15
Root Financial Partners, LLC
NEW3,114—+3,114——$82.7K—2026-10-21
Larson Financial Group LLC
UNCHANGED3,0493,04900%$48.0K$81.0K+$33.0K2026-11-05
Signaturefd, LLC
UNCHANGED1,0001,00000%$15.7K$26.6K+$10.8K2026-10-23
Financial Perspectives, Inc
UNCHANGED80480400%$12.7K$21.4K+$8.7K2026-11-03
Centerpoint Advisors, LLC
UNCHANGED69069000%$11$18+$72026-11-05
Aspect Partners, LLC
UNCHANGED41241200%$6.5K$10.9K+$4.5K2026-10-20
Abound Wealth Management
UNCHANGED37837800%$5.9K$10.0K+$4.1K2026-10-26
Rossby Financial, LCC
NEW339—+339——$9.0K—2026-11-05
Atwood & Palmer Inc
UNCHANGED30030000%$4.7K$8.0K+$3.2K2026-10-08
Comprehensive Financial Planning, Inc.
NEW289—+289——$7.7K—2026-10-27
Latitude Advisors, LLC
NEW218—+218——$5.8K—2026-10-27
CKW Financial Group
UNCHANGED16016000%$3$4+$12026-10-29
Financial Consulate, Inc
UNCHANGED12512500%$2.0K$3.3K+$1.4K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED10010000%$1.6K$2.7K+$1.1K2026-10-13
DecisionPoint Financial, LLC
UNCHANGED10010000%$1.6K$2.7K+$1.1K2026-10-27
Clearstead Advisors, LLC
UNCHANGED949400%$1.5K$2.5K+$1.0K2026-11-06
Legacies Wealth LLC
UNCHANGED949400%$1.5K$2.5K+$1.0K2026-11-02
Spire Wealth Management
UNCHANGED808000%$1.3K$2.1K+$8672026-10-30
EverSource Wealth Advisors, LLC
NEW57—+57——$1.5K—2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED464600%$724$1.2K+$4982026-10-16
High Point Wealth Management, LLC
UNCHANGED7700%$110$186+$762026-11-05
Arbor Capital Management Inc
CLOSED031,334-31,334-100%$544.6K$0-$544.6K2026-10-21
Kingsbury Capital Investment Advisors LLC
CLOSED025,296-25,296-100%$398.2K$0-$398.2K2026-10-20
Wellington Shields Capital Management, LLC
CLOSED020,000-20,000-100%$314.8K$0-$314.8K2026-11-03
StoneX Group Inc.
CLOSED017,921-17,921-100%$342.9K$0-$342.9K2026-11-03
Sunesis Advisors, LLC
CLOSED017,596-17,596-100%$277.0K$0-$277.0K2026-10-26
Csenge Advisory Group
CLOSED016,500-16,500-100%$259.7K$0-$259.7K2026-11-04
Collar Capital Management, LLC
CLOSED012,182-12,182-100%$191.7K$0-$191.7K2026-10-28
Kestra Advisory Services, LLC
CLOSED011,483-11,483-100%$180.7K$0-$180.7K2026-11-02
BankPlus Trust Department
CLOSED02,421-2,421-100%$38.1K$0-$38.1K2026-11-06
Heritage Wealth Advisors
CLOSED01,000-1,000-100%$15.7K$0-$15.7K2026-11-09
Archer Investment Corp
CLOSED0381-381-100%$6.0K$0-$6.0K2026-11-05
Manchester Capital Management LLC
CLOSED064-64-100%$1.0K$0-$1.0K2026-10-22
Golden State Wealth Management, LLC
CLOSED06-6-100%$94$0-$942026-11-02
HBK Investments L P
N/A—980,008-980,008-100%$15.4M———
Millennium Management LLC
N/A—332,483-332,483-100%$5.2M———
Cetera Investment Advisers
N/A—198,976-198,976-100%$3.1M———
Envestnet Asset Management Inc
N/A—166,295-166,295-100%$2.6M———
Thompson David Blair
N/A—96,504-96,504-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—95,021-95,021-100%$1.5M———
Jane Street Group, LLC
N/A—90,661-90,661-100%$1.4M———
PYA Waltman Capital, LLC
N/A—83,723-83,723-100%$1.3M———
MML Investors Services, LLC
N/A—81,972-81,972-100%$1.3M———
Jump Financial, LLC
N/A—80,877-80,877-100%$1.3M———
Wescap Management Group, Inc.
N/A—60,071-60,071-100%$945.5K———
Sanctuary Advisors, LLC
N/A—56,716-56,716-100%$892.7K———
Kaleidoscope Capital LP
N/A—43,466-43,466-100%$684.2K———
Cerity Partners LLC
N/A—40,868-40,868-100%$643.3K———
Mariner, LLC
N/A—39,360-39,360-100%$619.5K———
UBS Group AG
N/A—30,700-30,700-100%$483.2K———
HighTower Advisors, LLC
N/A—29,070-29,070-100%$457.6K———
Pathstone Holdings, LLC
N/A—28,404-28,404-100%$447.1K———
Betterment LLC
N/A—26,055-26,055-100%$410.0K———
KMT Wealth Management, LLC
N/A—25,296-25,296-100%$398.2K———
IEQ Capital, LLC
N/A—20,614-20,614-100%$324.5K———
CIBC Bancorp USA Inc.
N/A—20,313-20,313-100%$319.7K———
Integrated Wealth Concepts LLC
N/A—20,099-20,099-100%$316.4K———
WorthPointe, LLC
N/A—19,841-19,841-100%$312.3K———
Cresset Asset Management, LLC
N/A—19,790-19,790-100%$311.5K———
Intellectus Partners, LLC
N/A—17,466-17,466-100%$274.9K———
Schonfeld Strategic Advisors LLC
N/A—17,302-17,302-100%$272.3K———
CFO4Life Group, LLC
N/A—16,088-16,088-100%$253.2K———
Lansing Street Advisors
N/A—15,032-15,032-100%$236.6K———
Morgan Stanley
N/A—14,455-14,455-100%$227.5K———
AE Wealth Management LLC
N/A—13,696-13,696-100%$215.6K———
Captrust Financial Advisors
N/A—13,455-13,455-100%$211.8K———
Pallas Capital Advisors LLC
N/A—11,669-11,669-100%$183.7K———
Cofg Advisors, LLC
N/A—11,433-11,433-100%$180.0K———
Transcend Capital Advisors, LLC
N/A—11,250-11,250-100%$177.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—11,000-11,000-100%$173.1K———
OneDigital Investment Advisors LLC
N/A—10,621-10,621-100%$167.2K———
Atomic Invest LLC
N/A—9,880-9,880-100%$159.8K———
Steward Partners Investment Advisory, LLC
N/A—4,010-4,010-100%$63.1K———
Osaic Holdings, Inc.
N/A—3,114-3,114-100%$49.0K———
Global Retirement Partners, LLC
N/A—2,300-2,300-100%$36.2K———
Avalon Trust Co
N/A—985-985-100%$15.5K———
Wells Fargo & Company
N/A—850-850-100%$13.4K———
Arax Advisory Partners
N/A—774-774-100%$12.2K———
Allied Private Wealth LLC
N/A—750-750-100%$13.0K———
Investors Portfolio Services LLC
N/A—520-520-100%$8.2K———
Rothschild Investment LLC
N/A—450-450-100%$7.1K———
Ancora Advisors LLCA
N/A—277-277-100%$4.4K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$3.1K———
Tower Research Capital LLC (TRC)
N/A—138-138-100%$2.2K———
Capital Analysts, LLC
N/A—115-115-100%$2———
HighMark Wealth Management LLC
N/A—63-63-100%$991———
Aventura Private Wealth, LLC
N/A—14-14-100%$220———
Showing 142 of 142 institutions