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First Trust Nyse Arca Biotec (FBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares93,338 from 56,835
Change+36,503 (+64%)
Value$25.4M (+$11.3M)
Filed 2026-10-30
Nilsine Partners, LLC
DECREASED
Shares93,058 from 97,225
Change-4,167 (-4%)
Value$25.3M (+$1.2M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares58,274 from 47,983
Change+10,291 (+21%)
Value$15.9M (+$4.0M)
Filed 2026-10-28
Bensler, LLC
NEW
Shares54,546
Change+54,546
Value$14.9M
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares48,414 from 49,202
Change-788 (-2%)
Value$13.2M (+$984.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares47,171 from 47,342
Change-171 (0%)
Value$12.5M (+$747.9K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares42,131 from 42,526
Change-395 (-1%)
Value$11.5M (+$928.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares32,708 from 20,526
Change+12,182 (+59%)
Value$8.9M (+$3.8M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares31,814 from 31,616
Change+198 (+1%)
Value$8.7M (+$824.4K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares27,668 from 28,732
Change-1,064 (-4%)
Value$7.5M (+$410.3K)
Filed 2026-11-02
Hartford Financial Management Inc.
DECREASED
Shares26,710 from 26,821
Change-111 (0%)
Value$7.3M (+$623.4K)
Filed 2026-10-21
Arlington Financial Advisors, LLC
DECREASED
Shares25,580 from 26,377
Change-797 (-3%)
Value$7.0M (+$425.8K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares25,466 from 3,429
Change+22,037 (+643%)
Value$6.9M (+$6.1M)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares23,374 from 19,294
Change+4,080 (+21%)
Value$6.4M (+$1.6M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares22,567 from 24,440
Change-1,873 (-8%)
Value$6.1M (+$85.7K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares20,339 from 1,965
Change+18,374 (+935%)
Value$5.5M (+$5.1M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares13,830 from 13,604
Change+226 (+2%)
Value$3.8M (+$393.1K)
Filed 2026-11-04
SFI Advisors, LLC
DECREASED
Shares13,801 from 13,963
Change-162 (-1%)
Value$3.8M (+$296.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares11,100 from 6,935
Change+4,165 (+60%)
Value$3.0M (+$1.3M)
Filed 2026-10-08
Juncture Wealth Strategies, LLC
DECREASED
Shares10,683 from 10,948
Change-265 (-2%)
Value$2.9M (+$194.7K)
Filed 2026-10-06
TriaGen Wealth Management LLC
INCREASED
Shares10,551 from 10,445
Change+106 (+1%)
Value$2.9M (+$283.3K)
Filed 2026-10-14
Davis Investment Partners, LLC
DECREASED
Shares10,376 from 10,855
Change-479 (-4%)
Value$2.8M (+$134.1K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares8,957 from 8,799
Change+158 (+2%)
Value$2.4M (+$257.4K)
Filed 2026-11-05
Ocean Park Asset Management, LLC
UNCHANGED
Shares8,929 from 8,929
Change0 (0%)
Value$2.4M (+$217.6K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
UNCHANGED
Shares8,782 from 8,782
Change0 (0%)
Value$2.4M (+$214.0K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares8,711 from 4,871
Change+3,840 (+79%)
Value$2.4M (+$1.2M)
Filed 2026-11-03
Wagner Wealth Management, Corp
NEW
Shares8,528
Change+8,528
Value$2.3M
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares8,348 from 8,390
Change-42 (0%)
Value$2.3M (+$193.0K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares8,251 from 9,062
Change-811 (-9%)
Value$2.1M (-$114.8K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares7,891 from 13,369
Change-5,478 (-41%)
Value$2.1M (-$1.2M)
Filed 2026-10-16
Nearside Advisors, LLC
NEW
Shares7,599
Change+7,599
Value$2.1M
Filed 2026-10-20
Prosperity Financial Group, Inc.
NEW
Shares6,976
Change+6,976
Value$1.9M
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares6,527 from 3,238
Change+3,289 (+102%)
Value$1.8M (+$1.0M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED
Shares6,180 from 8,458
Change-2,278 (-27%)
Value$1.7M (-$414.1K)
Filed 2026-10-16
RPG Investment Advisory, LLC
DECREASED
Shares5,990 from 23,110
Change-17,120 (-74%)
Value$1.6M (-$4.1M)
Filed 2026-10-21
CPR Investments Inc.
INCREASED
Shares5,969 from 3,962
Change+2,007 (+51%)
Value$1.6M (+$643.0K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares5,695 from 4,800
Change+895 (+19%)
Value$1.6M (+$360.6K)
Filed 2026-10-13
Financial Enhancement Group LLC
DECREASED
Shares5,324 from 5,566
Change-242 (-4%)
Value$1.4M (+$23.1K)
Filed 2026-10-08
Stablepoint Partners, LLC
INCREASED
Shares5,232 from 5,139
Change+93 (+2%)
Value$1.4M (+$150.6K)
Filed 2026-11-03
Trust Co of Oklahoma
DECREASED
Shares4,763 from 5,177
Change-414 (-8%)
Value$1.3M (+$13.4K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,579 from 4,773
Change-194 (-4%)
Value$1.2M (+$63.5K)
Filed 2026-10-16
GoalVest Advisory LLC
UNCHANGED
Shares4,483 from 4,483
Change0 (0%)
Value$1.2M (+$109.3K)
Filed 2026-10-02
Lake Street Private Wealth, LLC
INCREASED
Shares4,310 from 4,177
Change+133 (+3%)
Value$1.2M (+$138.0K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,241 from 4,138
Change+103 (+2%)
Value$1.2M (+$128.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares4,206 from 4,247
Change-41 (-1%)
Value$1.1M (+$92.3K)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares4,096 from 4,126
Change-30 (-1%)
Value$1.1M (+$92.4K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares4,016 from 3,593
Change+423 (+12%)
Value$1.1M (+$202.9K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$991.6K ($0)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares3,990 from 3,316
Change+674 (+20%)
Value$1.1M (+$264.3K)
Filed 2026-10-27
First Heartland Consultants, Inc.
INCREASED
Shares3,862 from 3,292
Change+570 (+17%)
Value$1.1M (+$235.4K)
Filed 2026-10-08
Compound Planning, Inc.
NEW
Shares3,857
Change+3,857
Value$1.0M
Filed 2026-11-05
Gimbal Financial
INCREASED
Shares3,755 from 3,593
Change+162 (+5%)
Value$1.0M (+$131.7K)
Filed 2026-10-19
Flagstar Securities, Inc
UNCHANGED
Shares3,649 from 3,649
Change0 (0%)
Value$993.5K (+$88.9K)
Filed 2026-10-15
Meridian Wealth Management, LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$952.4K (+$85.2K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares3,482 from 3,865
Change-383 (-10%)
Value$948.0K (-$10.1K)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$938.9K (+$84.0K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED
Shares3,321 from 3,151
Change+170 (+5%)
Value$904.2K (+$123.1K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares3,169 from 1,082
Change+2,087 (+193%)
Value$842.3K (+$572.6K)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares3,107 from 3,160
Change-53 (-2%)
Value$845.9K (+$62.6K)
Filed 2026-10-14
Dale Q Rice Investment Management Ltd
DECREASED
Shares3,004 from 3,031
Change-27 (-1%)
Value$817.9K (+$66.6K)
Filed 2026-10-09
Sound Income Strategies, LLC
INCREASED
Shares2,838 from 2,805
Change+33 (+1%)
Value$738.4K (+$43.1K)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares2,799 from 2,673
Change+126 (+5%)
Value$762.2K (+$99.5K)
Filed 2026-10-22
Englebert Financial Advisers, LLC
DECREASED
Shares2,752 from 2,975
Change-223 (-7%)
Value$749.3K (+$11.8K)
Filed 2026-10-20
Wealth Effects LLC
INCREASED
Shares2,690 from 2,685
Change+5 (+0%)
Value$732.4K (+$66.8K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares2,624 from 2,705
Change-81 (-3%)
Value$714.3K (+$43.8K)
Filed 2026-11-05
Formidable Asset Management, LLC
INCREASED
Shares2,460 from 2,278
Change+182 (+8%)
Value$609.8K (+$152.3K)
Filed 2026-11-03
Quantum Private Wealth, LLC
UNCHANGED
Shares2,456 from 2,456
Change0 (0%)
Value$668.7K (+$59.9K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares2,452 from 2,361
Change+91 (+4%)
Value$667.6K (+$82.3K)
Filed 2026-10-13
Diversified Enterprises, LLC
UNCHANGED
Shares2,417 from 2,417
Change0 (0%)
Value$658.0K (+$58.9K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
INCREASED
Shares2,324 from 1,766
Change+558 (+32%)
Value$632.6K (+$194.8K)
Filed 2026-10-16
Florida Trust Wealth Management Co
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$632.5K (+$56.6K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares2,291 from 2,142
Change+149 (+7%)
Value$623.8K (+$92.8K)
Filed 2026-10-29
Tritonpoint Wealth, LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$620.8K (+$55.6K)
Filed 2026-10-19
Tsfg, LLC
INCREASED
Shares2,266 from 1,716
Change+550 (+32%)
Value$617.0K (+$192.0K)
Filed 2026-10-23
APS Management Group, Inc.
DECREASED
Shares2,029 from 2,778
Change-749 (-27%)
Value$552.3K (-$136.3K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$539.6K (+$48.3K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares1,969 from 2,598
Change-629 (-24%)
Value$536.0K (-$108.1K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
NEW
Shares1,938
Change+1,938
Value$530.8K
Filed 2026-11-05
Flagship Harbor Advisors, LLC
NEW
Shares1,856
Change+1,856
Value$505.3K
Filed 2026-10-26
Torrey Growth & Income Advisors
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$503.6K (+$44.2K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
INCREASED
Shares1,762 from 1,324
Change+438 (+33%)
Value$479.7K (+$151.5K)
Filed 2026-10-01
Perryman Financial Advisory Inc
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$473.3K (+$42.4K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares1,635 from 1,458
Change+177 (+12%)
Value$445.1K (+$83.7K)
Filed 2026-10-23
Fortune Financial Group, Inc.
INCREASED
Shares1,624 from 1,503
Change+121 (+8%)
Value$442.2K (+$69.6K)
Filed 2026-10-22
Arwa LLC
NEW
Shares1,599
Change+1,599
Value$415.2K
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares1,568 from 1,662
Change-94 (-6%)
Value$426.9K (+$14.9K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
NEW
Shares1,563
Change+1,563
Value$425.5K
Filed 2026-10-13
EdgeRock Capital LLC
DECREASED
Shares1,480 from 1,661
Change-181 (-11%)
Value$402.9K (-$8.8K)
Filed 2026-11-03
Shepherd Financial Partners LLC
DECREASED
Shares1,472 from 1,532
Change-60 (-4%)
Value$400.8K (+$21.0K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$400.9K (+$35.9K)
Filed 2026-11-05
Kingstone Capital Partners Texas, LLC
DECREASED
Shares1,460 from 1,520
Change-60 (-4%)
Value$397.5K (+$20.7K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares1,449 from 1,440
Change+9 (+1%)
Value$394.5K (+$37.5K)
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares1,411 from 1,616
Change-205 (-13%)
Value$384.2K (-$16.4K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares1,399 from 1,662
Change-263 (-16%)
Value$381.0K (-$31.0K)
Filed 2026-11-05
Jacobi Capital Management LLC
DECREASED
Shares1,392 from 1,399
Change-7 (0%)
Value$379.0K (+$32.2K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares1,383 from 1,529
Change-146 (-10%)
Value$376.5K (-$2.5K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares1,334 from 1,186
Change+148 (+12%)
Value$363.3K (+$69.3K)
Filed 2026-11-05
Balboa Wealth Partners
NEW
Shares1,171
Change+1,171
Value$318.8K
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares1,147 from 32
Change+1,115 (+3484%)
Value$312.2K (+$304.2K)
Filed 2026-10-29
HF Advisory Group, LLC
DECREASED
Shares1,118 from 1,270
Change-152 (-12%)
Value$304.4K (-$10.5K)
Filed 2026-10-09
RDA Financial Network
DECREASED
Shares1,110 from 1,143
Change-33 (-3%)
Value$302.2K (+$18.9K)
Filed 2026-10-15
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$292.3K (+$26.2K)
Filed 2026-10-07
MGO One Seven LLC
INCREASED
Shares1,069 from 959
Change+110 (+11%)
Value$291.0K (+$53.3K)
Filed 2026-10-28
Puff Wealth Management, LLC
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$290.6K (+$26.0K)
Filed 2026-10-07
Novem Group
DECREASED
Shares1,039 from 1,111
Change-72 (-6%)
Value$282.8K (+$7.4K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares1,030 from 2,280
Change-1,250 (-55%)
Value$280.4K (-$284.8K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$280.2K (+$25.1K)
Filed 2026-10-19
Lifetime Wealth Management P.C.
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$279.4K (+$25.0K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares1,010
Change+1,010
Value$277.0K
Filed 2026-11-03
Sather Financial Group Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$272.3K (+$24.4K)
Filed 2026-10-30
Strid Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$272.3K (+$24.4K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares995 from 153
Change+842 (+550%)
Value$270.9K (+$233.0K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$265.5K (+$23.8K)
Filed 2026-10-15
Reap Financial Group, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$254.8K (+$22.8K)
Filed 2026-11-02
Mindset Wealth Management, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$252.9K (+$22.6K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares925 from 905
Change+20 (+2%)
Value$251.8K (+$27.5K)
Filed 2026-10-22
Welch & Forbes LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$251.3K (+$22.5K)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
NEW
Shares885
Change+885
Value$240.9K
Filed 2026-10-27
Vigilare Wealth Management
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$241.0K (+$21.6K)
Filed 2026-10-29
Truefg, LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$235.0K (+$21.0K)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares847 from 858
Change-11 (-1%)
Value$230.7K (+$17.9K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$228.7K (+$20.5K)
Filed 2026-10-23
Ryan Investment Management, Inc.
NEW
Shares836
Change+836
Value$227.6K
Filed 2026-10-20
BlueChip Wealth Advisors LLC
DECREASED
Shares827 from 830
Change-3 (0%)
Value$225.2K (+$19.4K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares822 from 891
Change-69 (-8%)
Value$223.8K (+$2.9K)
Filed 2026-10-21
Objective Capital Management, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$221.9K (+$19.9K)
Filed 2026-10-13
Kingsbury Capital Investment Advisors LLC
NEW
Shares792
Change+792
Value$215.6K
Filed 2026-10-20
Catalyst Private Wealth, LLC
NEW
Shares778
Change+778
Value$211.8K
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares769 from 869
Change-100 (-12%)
Value$209.0K (-$6.0K)
Filed 2026-10-22
Winebrenner Capital Management LLC
DECREASED
Shares745 from 831
Change-86 (-10%)
Value$202.8K (-$3.2K)
Filed 2026-10-07
Solutions 4 Wealth, Ltd
NEW
Shares741
Change+741
Value$201.8K
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$197 (+$17)
Filed 2026-10-02
Compass Financial Management LLC
INCREASED
Shares704 from 588
Change+116 (+20%)
Value$191.5K (+$45.9K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
DECREASED
Shares612 from 615
Change-3 (0%)
Value$166.6K (+$14.2K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares601 from 59
Change+542 (+919%)
Value$163.6K (+$149.0K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares490 from 195
Change+295 (+151%)
Value$133.4K (+$85.1K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$125.2K (+$11.2K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares310 from 146
Change+164 (+112%)
Value$84.4K (+$48.2K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED
Shares300 from 515
Change-215 (-42%)
Value$81.7K (-$46.0K)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$80.9K (+$3.7K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$80.3K (+$7.2K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares293 from 296
Change-3 (-1%)
Value$79.7K (+$6.4K)
Filed 2026-11-04
Kroeger Financial Partners
DECREASED
Shares255 from 297
Change-42 (-14%)
Value$69.4K (-$4.2K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares249 from 272
Change-23 (-8%)
Value$67.8K (+$435)
Filed 2026-10-30
Rossby Financial, LCC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$66.2K (+$5.9K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$64.0K (+$5.7K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares227
Change+227
Value$61.8K
Filed 2026-10-27
Belvedere Trading LLC
INCREASED
Shares225 from 0
Change+225
Value$61.3K (+$61.3K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$27.0K (-$23.0K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$54.5K (+$4.9K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$47.6K (+$4.3K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$46.0K (+$4.1K)
Filed 2026-10-27
Wagner Wealth Management, LLC
DECREASED
Shares168 from 177
Change-9 (-5%)
Value$45.8K (+$1.9K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$40.8K (+$3.7K)
Filed 2026-10-01
Financial Perspectives, Inc
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$40.3K (+$3.6K)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$37.0K (+$3.3K)
Filed 2026-10-08
High Point Wealth Management, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$34.9K (+$3.1K)
Filed 2026-11-05
Mechanics Financial Corp
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$33.2K (+$3.0K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares120
Change+120
Value$32.7K
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares118 from 138
Change-20 (-14%)
Value$32.1K (-$2.1K)
Filed 2026-10-28
Eukles Asset Management
DECREASED
Shares109 from 162
Change-53 (-33%)
Value$29.7K (-$10.5K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$28.3K (+$2.5K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares100 from 52
Change+48 (+92%)
Value$27.2K (+$14.3K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.2K (+$2.4K)
Filed 2026-10-06
Mascoma Wealth Management LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$26.7K (+$2.4K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$26.3K (+$2.4K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$24.5K (+$2.2K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$20.8K (+$1.9K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$21.0K (+$1.9K)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$20.4K (+$1.8K)
Filed 2026-10-27
AlphaCore Capital LLC
NEW
Shares74
Change+74
Value$20.1K
Filed 2026-11-04
Rosenberg Matthew Hamilton
NEW
Shares54
Change+54
Value$14.7K
Filed 2026-10-05
Pacific Center for Financial Services
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$14.3K (+$1.3K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares43 from 25
Change+18 (+72%)
Value$11.7K (+$5.5K)
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$10.9K (+$974)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares38 from 57
Change-19 (-33%)
Value$10.3K (-$3.8K)
Filed 2026-10-22
Bank of New Hampshire
NEW
Shares28
Change+28
Value$7.6K
Filed 2026-10-06
Signature Resources Capital Management, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$7.1K (+$634)
Filed 2026-10-16
Caldwell Trust Co
DECREASED
Shares25 from 30
Change-5 (-17%)
Value$6.8K (-$630)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares23 from 1,007
Change-984 (-98%)
Value$6.3K (-$243.5K)
Filed 2026-10-14
Davis Capital Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.0K (+$536)
Filed 2026-10-08
Nova Financial LLC
NEW
Shares18
Change+18
Value$4.9K
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.4K (+$390)
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.1K (+$365)
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.0K (+$308)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.7K (+$246)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$817 (+$73)
Filed 2026-11-04
Go Invest LLC
NEW
Shares1
Change+1
Value$216
Filed 2026-10-09
Lloyd Advisory Services, Llc.
DECREASED
Shares1 from 29
Change-28 (-97%)
Value$272 (-$6.9K)
Filed 2026-11-02
Iams Wealth Management, LLC
CLOSED
Shares0 from 4,850
Change-4,850 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 2,719
Change-2,719 (-100%)
Value$0 (-$674.0K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 2,614
Change-2,614 (-100%)
Value$0 (-$648.0K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,610
Change-1,610 (-100%)
Value$0 (-$399.2K)
Filed 2026-11-03
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$277.9K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$212.3K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$121.2K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$35.9K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$24.5K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-29
Trust Co
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-09
Covestor Ltd
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$3)
Filed 2026-10-30
Blue Trust, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
First Trust Advisors LP
N/A
Shares— from 3,388,725
Change-3,388,725 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 545,436
Change-545,436 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 444,334
Change-444,334 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 258,714
Change-258,714 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 221,361
Change-221,361 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 210,355
Change-210,355 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 209,087
Change-209,087 (-100%)
Value—
UBS Group AG
N/A
Shares— from 205,511
Change-205,511 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 137,993
Change-137,993 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 102,351
Change-102,351 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 91,239
Change-91,239 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 89,200
Change-89,200 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 83,489
Change-83,489 (-100%)
Value—
&partners
N/A
Shares— from 77,150
Change-77,150 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,527
Change-75,527 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 71,809
Change-71,809 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 66,638
Change-66,638 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,409
Change-66,409 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,193
Change-63,193 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 62,403
Change-62,403 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,786
Change-54,786 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 49,037
Change-49,037 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,515
Change-48,515 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,033
Change-46,033 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 40,407
Change-40,407 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,591
Change-31,591 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,273
Change-29,273 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,991
Change-28,991 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,053
Change-20,053 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,282
Change-19,282 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,107
Change-14,107 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,277
Change-11,277 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 945
Change-945 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 941
Change-941 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 940
Change-940 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 917
Change-917 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 730
Change-730 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 661
Change-661 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Blair William & Co
N/A
Shares— from 413
Change-413 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 354
Change-354 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 125
Change-125 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 107
Change-107 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 89
Change-89 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 75
Change-75 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 67
Change-67 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 24
Change-24 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
INCREASED93,33856,835+36,503+64%$14.1M$25.4M+$11.3M2026-10-30
Nilsine Partners, LLC
DECREASED93,05897,225-4,167-4%$24.1M$25.3M+$1.2M2026-11-02
D.A. Davidson & Co.
INCREASED58,27447,983+10,291+21%$11.9M$15.9M+$4.0M2026-10-28
Bensler, LLC
NEW54,546—+54,546——$14.9M—2026-11-05
Csenge Advisory Group
DECREASED48,41449,202-788-2%$12.2M$13.2M+$984.3K2026-11-04
TD Waterhouse Canada Inc.
DECREASED47,17147,342-1710%$11.8M$12.5M+$747.9K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED42,13142,526-395-1%$10.5M$11.5M+$928.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED32,70820,526+12,182+59%$5.1M$8.9M+$3.8M2026-11-02
Daymark Wealth Partners, LLC
INCREASED31,81431,616+198+1%$7.8M$8.7M+$824.4K2026-11-04
Commonwealth Equity Services, LLC
DECREASED27,66828,732-1,064-4%$7.1M$7.5M+$410.3K2026-11-02
Hartford Financial Management Inc.
DECREASED26,71026,821-1110%$6.6M$7.3M+$623.4K2026-10-21
Arlington Financial Advisors, LLC
DECREASED25,58026,377-797-3%$6.5M$7.0M+$425.8K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED25,4663,429+22,037+643%$849.1K$6.9M+$6.1M2026-10-13
Oppenheimer & Co Inc
INCREASED23,37419,294+4,080+21%$4.8M$6.4M+$1.6M2026-10-26
Assetmark, Inc
DECREASED22,56724,440-1,873-8%$6.1M$6.1M+$85.7K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED20,3391,965+18,374+935%$487.1K$5.5M+$5.1M2026-10-16
Citigroup Inc
INCREASED13,83013,604+226+2%$3.4M$3.8M+$393.1K2026-11-04
SFI Advisors, LLC
DECREASED13,80113,963-162-1%$3.5M$3.8M+$296.3K2026-10-30
Farther Finance Advisors, LLC
INCREASED11,1006,935+4,165+60%$1.7M$3.0M+$1.3M2026-10-08
Juncture Wealth Strategies, LLC
DECREASED10,68310,948-265-2%$2.7M$2.9M+$194.7K2026-10-06
TriaGen Wealth Management LLC
INCREASED10,55110,445+106+1%$2.6M$2.9M+$283.3K2026-10-14
Davis Investment Partners, LLC
DECREASED10,37610,855-479-4%$2.7M$2.8M+$134.1K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED8,9578,799+158+2%$2.2M$2.4M+$257.4K2026-11-05
Ocean Park Asset Management, LLC
UNCHANGED8,9298,92900%$2.2M$2.4M+$217.6K2026-10-21
Quad-Cities Investment Group, LLC
UNCHANGED8,7828,78200%$2.2M$2.4M+$214.0K2026-10-16
RFG Advisory, LLC
INCREASED8,7114,871+3,840+79%$1.2M$2.4M+$1.2M2026-11-03
Wagner Wealth Management, Corp
NEW8,528—+8,528——$2.3M—2026-10-20
Kestra Private Wealth Services, LLC
DECREASED8,3488,390-420%$2.1M$2.3M+$193.0K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED8,2519,062-811-9%$2.3M$2.1M-$114.8K2026-10-13
IFP Advisors, Inc
DECREASED7,89113,369-5,478-41%$3.3M$2.1M-$1.2M2026-10-16
Nearside Advisors, LLC
NEW7,599—+7,599——$2.1M—2026-10-20
Prosperity Financial Group, Inc.
NEW6,976—+6,976——$1.9M—2026-10-29
Prospera Financial Services Inc
INCREASED6,5273,238+3,289+102%$803.6K$1.8M+$1.0M2026-11-04
Cyndeo Wealth Partners, LLC
DECREASED6,1808,458-2,278-27%$2.1M$1.7M-$414.1K2026-10-16
RPG Investment Advisory, LLC
DECREASED5,99023,110-17,120-74%$5.7M$1.6M-$4.1M2026-10-21
CPR Investments Inc.
INCREASED5,9693,962+2,007+51%$982.2K$1.6M+$643.0K2026-10-26
Signal Advisors Wealth, LLC
INCREASED5,6954,800+895+19%$1.2M$1.6M+$360.6K2026-10-13
Financial Enhancement Group LLC
DECREASED5,3245,566-242-4%$1.4M$1.4M+$23.1K2026-10-08
Stablepoint Partners, LLC
INCREASED5,2325,139+93+2%$1.3M$1.4M+$150.6K2026-11-03
Trust Co of Oklahoma
DECREASED4,7635,177-414-8%$1.3M$1.3M+$13.4K2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED4,5794,773-194-4%$1.2M$1.2M+$63.5K2026-10-16
GoalVest Advisory LLC
UNCHANGED4,4834,48300%$1.1M$1.2M+$109.3K2026-10-02
Lake Street Private Wealth, LLC
INCREASED4,3104,177+133+3%$1.0M$1.2M+$138.0K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED4,2414,138+103+2%$1.0M$1.2M+$128.9K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED4,2064,247-41-1%$1.1M$1.1M+$92.3K2026-10-13
Pinnacle Associates LTD
DECREASED4,0964,126-30-1%$1.0M$1.1M+$92.4K2026-10-20
Creative Planning
INCREASED4,0163,593+423+12%$890.6K$1.1M+$202.9K2026-11-02
PKS Advisory Services, LLC
UNCHANGED4,0024,00200%$991.6K$991.6K$02026-10-26
Essential Investment Partners LLC
INCREASED3,9903,316+674+20%$822.0K$1.1M+$264.3K2026-10-27
First Heartland Consultants, Inc.
INCREASED3,8623,292+570+17%$816.1K$1.1M+$235.4K2026-10-08
Compound Planning, Inc.
NEW3,857—+3,857——$1.0M—2026-11-05
Gimbal Financial
INCREASED3,7553,593+162+5%$890.7K$1.0M+$131.7K2026-10-19
Flagstar Securities, Inc
UNCHANGED3,6493,64900%$904.6K$993.5K+$88.9K2026-10-15
Meridian Wealth Management, LLC
UNCHANGED3,4983,49800%$867.1K$952.4K+$85.2K2026-11-05
Apollon Wealth Management, LLC
DECREASED3,4823,865-383-10%$958.1K$948.0K-$10.1K2026-10-23
Morey & Quinn Wealth Partners, LLC
UNCHANGED3,4493,44900%$854.9K$938.9K+$84.0K2026-10-28
MinichMacGregor Wealth Management, LLC
INCREASED3,3213,151+170+5%$781.1K$904.2K+$123.1K2026-10-14
International Assets Investment Management, LLC
INCREASED3,1691,082+2,087+193%$269.7K$842.3K+$572.6K2026-11-02
Realta Investment Advisors
DECREASED3,1073,160-53-2%$783.3K$845.9K+$62.6K2026-10-14
Dale Q Rice Investment Management Ltd
DECREASED3,0043,031-27-1%$751.4K$817.9K+$66.6K2026-10-09
Sound Income Strategies, LLC
INCREASED2,8382,805+33+1%$695.3K$738.4K+$43.1K2026-10-09
BIP Wealth, LLC
INCREASED2,7992,673+126+5%$662.7K$762.2K+$99.5K2026-10-22
Englebert Financial Advisers, LLC
DECREASED2,7522,975-223-7%$737.5K$749.3K+$11.8K2026-10-20
Wealth Effects LLC
INCREASED2,6902,685+5+0%$665.6K$732.4K+$66.8K2026-10-23
WBI Investments, LLC
DECREASED2,6242,705-81-3%$670.6K$714.3K+$43.8K2026-11-05
Formidable Asset Management, LLC
INCREASED2,4602,278+182+8%$457.5K$609.8K+$152.3K2026-11-03
Quantum Private Wealth, LLC
UNCHANGED2,4562,45600%$608.8K$668.7K+$59.9K2026-10-20
Independent Financial Group, LLC
INCREASED2,4522,361+91+4%$585.3K$667.6K+$82.3K2026-10-13
Diversified Enterprises, LLC
UNCHANGED2,4172,41700%$599.1K$658.0K+$58.9K2026-10-19
WealthBridge Capital Management, LLC
INCREASED2,3241,766+558+32%$437.8K$632.6K+$194.8K2026-10-16
Florida Trust Wealth Management Co
UNCHANGED2,3232,32300%$575.8K$632.5K+$56.6K2026-11-05
Koshinski Asset Management, Inc.
INCREASED2,2912,142+149+7%$531.1K$623.8K+$92.8K2026-10-29
Tritonpoint Wealth, LLC
UNCHANGED2,2802,28000%$565.2K$620.8K+$55.6K2026-10-19
Tsfg, LLC
INCREASED2,2661,716+550+32%$425.0K$617.0K+$192.0K2026-10-23
APS Management Group, Inc.
DECREASED2,0292,778-749-27%$688.6K$552.3K-$136.3K2026-10-14
Clear Creek Financial Management, LLC
UNCHANGED1,9821,98200%$491.3K$539.6K+$48.3K2026-10-28
Maia Wealth LLC
DECREASED1,9692,598-629-24%$644.0K$536.0K-$108.1K2026-10-19
Destiny Wealth Partners, LLC
NEW1,938—+1,938——$530.8K—2026-11-05
Flagship Harbor Advisors, LLC
NEW1,856—+1,856——$505.3K—2026-10-26
Torrey Growth & Income Advisors
UNCHANGED1,8501,85000%$459.4K$503.6K+$44.2K2026-11-04
Stonebridge Financial Group, LLC
INCREASED1,7621,324+438+33%$328.2K$479.7K+$151.5K2026-10-01
Perryman Financial Advisory Inc
UNCHANGED1,7381,73800%$430.9K$473.3K+$42.4K2026-10-16
Sigma Planning Corp
INCREASED1,6351,458+177+12%$361.4K$445.1K+$83.7K2026-10-23
Fortune Financial Group, Inc.
INCREASED1,6241,503+121+8%$372.6K$442.2K+$69.6K2026-10-22
Arwa LLC
NEW1,599—+1,599——$415.2K—2026-10-21
Titleist Asset Management, LLC
DECREASED1,5681,662-94-6%$412.0K$426.9K+$14.9K2026-10-08
Stegent Equity Advisors, Inc.
NEW1,563—+1,563——$425.5K—2026-10-13
EdgeRock Capital LLC
DECREASED1,4801,661-181-11%$411.7K$402.9K-$8.8K2026-11-03
Shepherd Financial Partners LLC
DECREASED1,4721,532-60-4%$379.8K$400.8K+$21.0K2026-11-03
WealthCare Investment Partners, LLC
UNCHANGED1,4721,47200%$365.0K$400.9K+$35.9K2026-11-05
Kingstone Capital Partners Texas, LLC
DECREASED1,4601,520-60-4%$376.8K$397.5K+$20.7K2026-11-03
Summit Wealth Group LLC / Co
INCREASED1,4491,440+9+1%$357.0K$394.5K+$37.5K2026-10-29
Claro Advisors Inc.
DECREASED1,4111,616-205-13%$400.6K$384.2K-$16.4K2026-11-02
Thrivent Financial for Lutherans
DECREASED1,3991,662-263-16%$412.0K$381.0K-$31.0K2026-11-05
Jacobi Capital Management LLC
DECREASED1,3921,399-70%$346.8K$379.0K+$32.2K2026-11-05
Sowell Financial Services LLC
DECREASED1,3831,529-146-10%$379.0K$376.5K-$2.5K2026-10-23
Fifth Third Bancorp
INCREASED1,3341,186+148+12%$293.9K$363.3K+$69.3K2026-11-05
Balboa Wealth Partners
NEW1,171—+1,171——$318.8K—2026-10-20
Signature Equity Partners, LLC
INCREASED1,14732+1,115+3484%$7.9K$312.2K+$304.2K2026-10-29
HF Advisory Group, LLC
DECREASED1,1181,270-152-12%$314.8K$304.4K-$10.5K2026-10-09
RDA Financial Network
DECREASED1,1101,143-33-3%$283.4K$302.2K+$18.9K2026-10-15
Dominguez Wealth Management Solutions, Inc.
UNCHANGED1,0741,07400%$266.1K$292.3K+$26.2K2026-10-07
MGO One Seven LLC
INCREASED1,069959+110+11%$237.7K$291.0K+$53.3K2026-10-28
Puff Wealth Management, LLC
UNCHANGED1,0671,06700%$264.6K$290.6K+$26.0K2026-10-07
Novem Group
DECREASED1,0391,111-72-6%$275.4K$282.8K+$7.4K2026-10-19
TritonPoint Partners, LLC
DECREASED1,0302,280-1,250-55%$565.2K$280.4K-$284.8K2026-11-05
Cornell Pochily Investment Advisors, Inc.
UNCHANGED1,0291,02900%$255.1K$280.2K+$25.1K2026-10-19
Lifetime Wealth Management P.C.
UNCHANGED1,0261,02600%$254.4K$279.4K+$25.0K2026-10-29
M Holdings Securities, Inc.
NEW1,010—+1,010——$277.0K—2026-11-03
Sather Financial Group Inc
UNCHANGED1,0001,00000%$247.9K$272.3K+$24.4K2026-10-30
Strid Group, LLC
UNCHANGED1,0001,00000%$247.9K$272.3K+$24.4K2026-10-28
Parallel Advisors, LLC
INCREASED995153+842+550%$37.9K$270.9K+$233.0K2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED97597500%$241.7K$265.5K+$23.8K2026-10-15
Reap Financial Group, LLC
UNCHANGED93693600%$232.0K$254.8K+$22.8K2026-11-02
Mindset Wealth Management, LLC
UNCHANGED92992900%$230.3K$252.9K+$22.6K2026-10-19
Barrett & Company, Inc.
INCREASED925905+20+2%$224.3K$251.8K+$27.5K2026-10-22
Welch & Forbes LLC
UNCHANGED92392300%$228.8K$251.3K+$22.5K2026-11-04
Pacific Excel Wealth Advisors, Inc.
NEW885—+885——$240.9K—2026-10-27
Vigilare Wealth Management
UNCHANGED88588500%$219.4K$241.0K+$21.6K2026-10-29
Truefg, LLC
UNCHANGED86386300%$213.9K$235.0K+$21.0K2026-10-15
Lanark Financial, Inc.
DECREASED847858-11-1%$212.8K$230.7K+$17.9K2026-10-26
Trueblood Wealth Management, LLC
UNCHANGED84084000%$208.2K$228.7K+$20.5K2026-10-23
Ryan Investment Management, Inc.
NEW836—+836——$227.6K—2026-10-20
BlueChip Wealth Advisors LLC
DECREASED827830-30%$205.7K$225.2K+$19.4K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED822891-69-8%$220.9K$223.8K+$2.9K2026-10-21
Objective Capital Management, LLC
UNCHANGED81581500%$202.0K$221.9K+$19.9K2026-10-13
Kingsbury Capital Investment Advisors LLC
NEW792—+792——$215.6K—2026-10-20
Catalyst Private Wealth, LLC
NEW778—+778——$211.8K—2026-10-13
Wedbush Securities Inc
DECREASED769869-100-12%$215.0K$209.0K-$6.0K2026-10-22
Winebrenner Capital Management LLC
DECREASED745831-86-10%$206.0K$202.8K-$3.2K2026-10-07
Solutions 4 Wealth, Ltd
NEW741—+741——$201.8K—2026-11-03
CX Institutional
UNCHANGED72472400%$180$197+$172026-10-02
Compass Financial Management LLC
INCREASED704588+116+20%$145.6K$191.5K+$45.9K2026-10-30
Harbor Investment Advisory, LLC
DECREASED612615-30%$152.5K$166.6K+$14.2K2026-10-13
Spire Wealth Management
INCREASED60159+542+919%$14.6K$163.6K+$149.0K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED490195+295+151%$48.3K$133.4K+$85.1K2026-11-03
Gamma Investing LLC
UNCHANGED46046000%$114.0K$125.2K+$11.2K2026-10-08
Private Trust Co NA
INCREASED310146+164+112%$36.2K$84.4K+$48.2K2026-10-20
Dynamic Wealth Strategies, LLC
DECREASED300515-215-42%$127.7K$81.7K-$46.0K2026-10-16
RMG Wealth Management LLC
UNCHANGED29829800%$77.2K$80.9K+$3.7K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED29529500%$73.1K$80.3K+$7.2K2026-10-23
Creative Financial Designs Inc
DECREASED293296-3-1%$73.3K$79.7K+$6.4K2026-11-04
Kroeger Financial Partners
DECREASED255297-42-14%$73.6K$69.4K-$4.2K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED249272-23-8%$67.4K$67.8K+$4352026-10-30
Rossby Financial, LCC
UNCHANGED24324300%$60.2K$66.2K+$5.9K2026-11-05
Signaturefd, LLC
UNCHANGED23523500%$58.3K$64.0K+$5.7K2026-10-23
Latitude Advisors, LLC
NEW227—+227——$61.8K—2026-10-27
Belvedere Trading LLC
INCREASED2250+225—$0$61.3K+$61.3K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED20120100%$50.0K$27.0K-$23.0K2026-11-04
Independence Bank of Kentucky
UNCHANGED20020000%$49.6K$54.5K+$4.9K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED17517500%$43.4K$47.6K+$4.3K2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED16916900%$41.9K$46.0K+$4.1K2026-10-27
Wagner Wealth Management, LLC
DECREASED168177-9-5%$43.9K$45.8K+$1.9K2026-10-21
Hickory Point Bank & Trust
UNCHANGED15015000%$37.2K$40.8K+$3.7K2026-10-01
Financial Perspectives, Inc
UNCHANGED14814800%$36.7K$40.3K+$3.6K2026-11-03
CoreCap Advisors, LLC
UNCHANGED13613600%$33.7K$37.0K+$3.3K2026-10-08
High Point Wealth Management, LLC
UNCHANGED12812800%$31.8K$34.9K+$3.1K2026-11-05
Mechanics Financial Corp
UNCHANGED12212200%$30.2K$33.2K+$3.0K2026-11-05
Heritage Family Offices, LLP
NEW120—+120——$32.7K—2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
DECREASED118138-20-14%$34.2K$32.1K-$2.1K2026-10-28
Eukles Asset Management
DECREASED109162-53-33%$40.2K$29.7K-$10.5K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED10410400%$25.8K$28.3K+$2.5K2026-10-23
US Bancorp \de\
INCREASED10052+48+92%$12.9K$27.2K+$14.3K2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED10010000%$24.8K$27.2K+$2.4K2026-10-06
Mascoma Wealth Management LLC
UNCHANGED989800%$24.3K$26.7K+$2.4K2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED979700%$24.0K$26.3K+$2.4K2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED909000%$22.3K$24.5K+$2.2K2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED777700%$19.0K$20.8K+$1.9K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED777700%$19.1K$21.0K+$1.9K2026-10-27
North Star Investment Management Corp.
UNCHANGED757500%$18.6K$20.4K+$1.8K2026-10-27
AlphaCore Capital LLC
NEW74—+74——$20.1K—2026-11-04
Rosenberg Matthew Hamilton
NEW54—+54——$14.7K—2026-10-05
Pacific Center for Financial Services
UNCHANGED525200%$13.0K$14.3K+$1.3K2026-10-15
Larson Financial Group LLC
INCREASED4325+18+72%$6.2K$11.7K+$5.5K2026-11-05
Global Trust Asset Management, LLC
UNCHANGED404000%$9.9K$10.9K+$9742026-10-19
SBI Securities Co., Ltd.
DECREASED3857-19-33%$14.1K$10.3K-$3.8K2026-10-22
Bank of New Hampshire
NEW28—+28——$7.6K—2026-10-06
Signature Resources Capital Management, LLC
UNCHANGED262600%$6.4K$7.1K+$6342026-10-16
Caldwell Trust Co
DECREASED2530-5-17%$7.4K$6.8K-$6302026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED231,007-984-98%$249.8K$6.3K-$243.5K2026-10-14
Davis Capital Management
UNCHANGED222200%$5.5K$6.0K+$5362026-10-08
Nova Financial LLC
NEW18—+18——$4.9K—2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED161600%$4.0K$4.4K+$3902026-11-02
Hoey Investments, Inc
UNCHANGED151500%$3.7K$4.1K+$3652026-10-29
Mosley Wealth Management
UNCHANGED151500%$3.7K$4.0K+$3082026-10-16
Archer Investment Corp
UNCHANGED101000%$2.5K$2.7K+$2462026-11-05
Elevated Capital Advisors, LLC
UNCHANGED3300%$744$817+$732026-11-04
Go Invest LLC
NEW1—+1——$216—2026-10-09
Lloyd Advisory Services, Llc.
DECREASED129-28-97%$7.2K$272-$6.9K2026-11-02
Iams Wealth Management, LLC
CLOSED04,850-4,850-100%$1.2M$0-$1.2M2026-10-15
HBW Advisory Services LLC
CLOSED02,719-2,719-100%$674.0K$0-$674.0K2026-10-15
Elevation Point Wealth Partners, LLC
CLOSED02,614-2,614-100%$648.0K$0-$648.0K2026-11-05
TBH Global Asset Management, LLC
CLOSED01,610-1,610-100%$399.2K$0-$399.2K2026-11-03
Kestra Investment Management, LLC
CLOSED01,121-1,121-100%$277.9K$0-$277.9K2026-11-04
J.W. Cole Advisors, Inc.
CLOSED0857-857-100%$212.3K$0-$212.3K2026-11-05
MCF Advisors LLC
CLOSED0489-489-100%$121.2K$0-$121.2K2026-10-28
Gill Capital Partners, LLC
CLOSED0145-145-100%$35.9K$0-$35.9K2026-10-13
Simplex Trading, LLC
CLOSED099-99-100%$24.5K$0-$24.5K2026-11-04
Tucker Asset Management LLC
CLOSED028-28-100%$6.9K$0-$6.9K2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED016-16-100%$4.0K$0-$4.0K2026-10-29
Trust Co
CLOSED014-14-100%$3.5K$0-$3.5K2026-10-09
Covestor Ltd
CLOSED013-13-100%$3$0-$32026-10-30
Blue Trust, Inc.
CLOSED06-6-100%$1.5K$0-$1.5K2026-10-15
First Trust Advisors LP
N/A—3,388,725-3,388,725-100%$840.0M———
Morgan Stanley
N/A—545,436-545,436-100%$135.2M———
Wells Fargo & Company
N/A—444,334-444,334-100%$110.1M———
LPL Financial LLC
N/A—258,714-258,714-100%$64.1M———
Raymond James Financial Inc
N/A—221,361-221,361-100%$54.9M———
Royal Bank of Canada
N/A—210,355-210,355-100%$52.1M———
Bank of America Corp
N/A—209,087-209,087-100%$51.8M———
UBS Group AG
N/A—205,511-205,511-100%$50.9M———
Bessemer Group Inc
N/A—137,993-137,993-100%$34.2M———
Berger Financial Group, Inc
N/A—102,351-102,351-100%$25.4M———
Stifel Financial Corp
N/A—91,239-91,239-100%$22.6M———
Two Sigma Investments, LP
N/A—89,200-89,200-100%$22.1M———
WCG Wealth Advisors LLC
N/A—83,489-83,489-100%$20.7M———
&partners
N/A—77,150-77,150-100%$19.1M———
Ameriprise Financial Inc
N/A—75,527-75,527-100%$18.7M———
Advisory Services Network, LLC
N/A—71,809-71,809-100%$17.8M———
Summit Financial, LLC
N/A—66,638-66,638-100%$16.5M———
NewEdge Advisors, LLC
N/A—66,409-66,409-100%$16.5M———
Janney Montgomery Scott LLC
N/A—63,193-63,193-100%$15.7M———
Envestnet Asset Management Inc
N/A—62,403-62,403-100%$15.5M———
Osaic Holdings, Inc.
N/A—54,786-54,786-100%$13.6M———
NewSquare Capital LLC
N/A—49,037-49,037-100%$12.2M———
Cetera Investment Advisers
N/A—48,515-48,515-100%$12.0M———
Benjamin Edwards Inc
N/A—46,033-46,033-100%$11.4M———
Modern Wealth Management, LLC
N/A—40,407-40,407-100%$10.0M———
Baird Financial Group, Inc.
N/A—31,591-31,591-100%$7.8M———
World Investment Advisors
N/A—29,273-29,273-100%$5.9M———
Integrated Wealth Concepts LLC
N/A—28,991-28,991-100%$7.2M———
HighTower Advisors, LLC
N/A—20,053-20,053-100%$5.0M———
JPMorgan Chase & Co
N/A—19,282-19,282-100%$4.8M———
Jane Street Group, LLC
N/A—16,158-16,158-100%$4.0M———
Northwestern Mutual Wealth Management Co
N/A—14,901-14,901-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—14,107-14,107-100%$3.5M———
Proactive Wealth Strategies LLC
N/A—13,152-13,152-100%$3.3M———
Jones Financial Companies Lllp
N/A—12,213-12,213-100%$3.0M———
D. E. Shaw & Co., Inc.
N/A—11,277-11,277-100%$2.8M———
Holistic Financial Partners
N/A—11,074-11,074-100%$2.7M———
Brown Advisory Inc
N/A—10,389-10,389-100%$2.6M———
Susquehanna International Group, LLP
N/A—10,048-10,048-100%$2.5M———
Mercer Global Advisors Inc
N/A—9,704-9,704-100%$2.4M———
Private Advisor Group, LLC
N/A—9,558-9,558-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—9,367-9,367-100%$2.3M———
Texas Yale Capital Corp.
N/A—9,300-9,300-100%$2.3M———
Ancora Advisors LLCA
N/A—8,833-8,833-100%$2.2M———
HRT Financial LP
N/A—8,758-8,758-100%$2.2M———
Bluespring Wealth Management, LLC
N/A—8,642-8,642-100%$2.1M———
Navellier & Associates Inc
N/A—8,640-8,640-100%$2.1M———
MML Investors Services, LLC
N/A—8,241-8,241-100%$2.0M———
Ethos Financial Group, LLC
N/A—7,802-7,802-100%$2.0M———
MAI Capital Management
N/A—7,625-7,625-100%$1.9M———
Pacific SUN Financial Corp
N/A—7,443-7,443-100%$1.8M———
Snowden Capital Advisors LLC
N/A—7,120-7,120-100%$1.8M———
Wealthspire Retirement, LLC
N/A—6,725-6,725-100%$1.7M———
Kovack Advisors, Inc.
N/A—5,971-5,971-100%$1.5M———
Harbour Investments, Inc.
N/A—5,614-5,614-100%$1.4M———
Citadel Advisors LLC
N/A—5,364-5,364-100%$1.3M———
Mutual Advisors, LLC
N/A—5,289-5,289-100%$1.3M———
Barclays PLC
N/A—5,288-5,288-100%$1.3M———
BlackRock, Inc.
N/A—5,069-5,069-100%$1.3M———
AE Wealth Management LLC
N/A—4,984-4,984-100%$1.2M———
Western Wealth Management, LLC
N/A—4,912-4,912-100%$1.2M———
Cerity Partners LLC
N/A—4,737-4,737-100%$1.2M———
NewEdge Wealth, LLC
N/A—4,572-4,572-100%$1.1M———
Gentry Private Wealth, LLC
N/A—4,483-4,483-100%$1.1M———
Pinnacle Family Advisors, LLC
N/A—4,212-4,212-100%$1.0M———
CIBC World Market Inc.
N/A—3,965-3,965-100%$982.9K———
Forefront Wealth Partners, LLC
N/A—3,951-3,951-100%$979.4K———
RWA Wealth Partners, LLC
N/A—3,761-3,761-100%$932.3K———
Garden State Investment Advisory Services LLC
N/A—3,721-3,721-100%$922.4K———
Captrust Financial Advisors
N/A—3,703-3,703-100%$917.8K———
1ST Source Bank
N/A—3,674-3,674-100%$910.7K———
Steward Partners Investment Advisory, LLC
N/A—3,580-3,580-100%$887.6K———
Keating Financial Advisory Services, Inc.
N/A—3,466-3,466-100%$859.2K———
Level Four Advisory Services, LLC
N/A—3,342-3,342-100%$828.5K———
Gateway Wealth Partners, LLC
N/A—3,244-3,244-100%$804.1K———
IFG Advisory, LLC
N/A—3,200-3,200-100%$793.2K———
Oder Investment Management, LLC
N/A—3,164-3,164-100%$784.2K———
HFG Advisors, Inc.
N/A—3,148-3,148-100%$780.4K———
Belpointe Asset Management LLC
N/A—3,028-3,028-100%$750.7K———
Prosperity Consulting Group, LLC
N/A—2,931-2,931-100%$726.6K———
Gladstone Institutional Advisory LLC
N/A—2,840-2,840-100%$703.9K———
Tudor Financial Inc.
N/A—2,829-2,829-100%$701.3K———
Pine Valley Investments Ltd Liability Co
N/A—2,751-2,751-100%$682.0K———
Vestmark Advisory Solutions, Inc.
N/A—2,614-2,614-100%$648.0K———
FMR LLC
N/A—2,470-2,470-100%$612.3K———
Regal Investment Advisors LLC
N/A—2,445-2,445-100%$606.1K———
Great Valley Advisor Group, Inc.
N/A—2,395-2,395-100%$593.7K———
Waverly Advisors, LLC
N/A—2,369-2,369-100%$587.3K———
Merit Financial Group, LLC
N/A—2,319-2,319-100%$574.9K———
Kingsview Wealth Management, LLC
N/A—2,182-2,182-100%$541.0K———
Pinnacle Financial Partners, Inc.
N/A—2,037-2,037-100%$505.0K———
Arkadios Wealth Advisors
N/A—2,017-2,017-100%$500.0K———
American Financial Advisors, LLC
N/A—1,996-1,996-100%$494.8K———
Twin Peaks Wealth Advisors, LLC
N/A—1,902-1,902-100%$471.5K———
IHT Wealth Management, LLC
N/A—1,892-1,892-100%$468.9K———
OneDigital Investment Advisors LLC
N/A—1,859-1,859-100%$460.9K———
Fortis Capital Advisors, LLC
N/A—1,826-1,826-100%$452.6K———
Quantinno Capital Management LP
N/A—1,677-1,677-100%$415.9K———
Sequoia Financial Advisors, LLC
N/A—1,625-1,625-100%$402.8K———
Novak & Powell Financial Services, Inc.
N/A—1,512-1,512-100%$374.8K———
Stephens Inc
N/A—1,494-1,494-100%$370.3K———
Jaffetilchin Investment Partners, LLC
N/A—1,492-1,492-100%$369.9K———
Nvest Financial, LLC
N/A—1,488-1,488-100%$368.9K———
Cozad Asset Management Inc
N/A—1,340-1,340-100%$332.2K———
Van Diest Capital, LLC
N/A—1,308-1,308-100%$324.4K———
Moneta Group Investment Advisors LLC
N/A—1,209-1,209-100%$299.7K———
Sequent Planning LLC
N/A—1,194-1,194-100%$296.0K———
Clearstead Advisors, LLC
N/A—1,179-1,179-100%$292.3K———
Mariner, LLC
N/A—1,173-1,173-100%$290.8K———
Beto Financial Group, LLC
N/A—1,141-1,141-100%$279.9K———
LaSalle St. Investment Advisors, LLC
N/A—1,133-1,133-100%$280.8K———
FSB Premier Wealth Management, Inc.
N/A—1,067-1,067-100%$264.5K———
TD Capital Management LLC
N/A—1,065-1,065-100%$264.0K———
Commerce Bank
N/A—1,040-1,040-100%$257.8K———
Oxbow Advisors, LLC
N/A—955-955-100%$236.7K———
Arax Advisory Partners
N/A—945-945-100%$234.3K———
XTX Topco Ltd
N/A—941-941-100%$233.3K———
Tower Research Capital LLC (TRC)
N/A—940-940-100%$233.0K———
PNC Financial Services Group, Inc.
N/A—917-917-100%$227.3K———
Resolute Wealth Strategies, LLC
N/A—889-889-100%$220.3K———
Everest Financial Group LLC
N/A—871-871-100%$215.8K———
Kapstone Financial Advisors LLC
N/A—834-834-100%$206.7K———
Institute for Wealth Management, Llc.
N/A—730-730-100%$181.0K———
Global Retirement Partners, LLC
N/A—675-675-100%$167.4K———
Vanguard National Trust Co
N/A—661-661-100%$163.9K———
Geneos Wealth Management Inc.
N/A—534-534-100%$132.4K———
Reyl & Cie S.A.
N/A—490-490-100%$98.7K———
Blair William & Co
N/A—413-413-100%$102.4K———
Bank of Montreal
N/A—354-354-100%$87.8K———
Aptus Capital Advisors, LLC
N/A—347-347-100%$86.0K———
Founders Financial Alliance, LLC
N/A—341-341-100%$84.5K———
BFC Planning, Inc.
N/A—285-285-100%$70.6K———
Synergy Investment Management, LLC
N/A—273-273-100%$67.7K———
Webster Bank, N. A.
N/A—238-238-100%$59.0K———
Capital Analysts, LLC
N/A—227-227-100%$56.0K———
Smartleaf Asset Management LLC
N/A—211-211-100%$52.3K———
Ameriflex Group, Inc.
N/A—205-205-100%$50.8K———
Park Square Financial Group, LLC
N/A—166-166-100%$41.1K———
Russell Investments Group, Ltd.
N/A—140-140-100%$34.7K———
Continuum Advisory, LLC
N/A—140-140-100%$34.7K———
Ameritas Investment Partners, Inc.
N/A—125-125-100%$31.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—125-125-100%$31.0K———
Toronto Dominion Bank
N/A—107-107-100%$26.5K———
Measured Wealth Private Client Group, LLC
N/A—92-92-100%$22.8K———
Franklin Resources Inc
N/A—89-89-100%$22.1K———
UBS Asset Management Americas LLC
N/A—89-89-100%$22.1K———
Whittier Trust Co of Nevada Inc
N/A—85-85-100%$21.8K———
Tidemark, LLC
N/A—85-85-100%$21.1K———
C M Bidwell & Associates LTD
N/A—75-75-100%$18.6K———
Truvestments Capital LLC
N/A—75-75-100%$18.6K———
Godfrey Financial Associates, Inc.
N/A—71-71-100%$17.6K———
Fiduciary Financial Advisors
N/A—67-67-100%$16.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—52-52-100%$12.9K———
Allied Private Wealth LLC
N/A—50-50-100%$12.7K———
Addison Advisors LLC
N/A—41-41-100%$10.2K———
Hantz Financial Services, Inc.
N/A—36-36-100%$9.0K———
Glen Eagle Advisors, LLC
N/A—30-30-100%$7.4K———
O'shaughnessy Asset Management, LLC
N/A—25-25-100%$6.2K———
Huntington National Bank
N/A—24-24-100%$5.9K———
Mpwm Advisory Solutions, LLC
N/A—11-11-100%$2.7K———
Transamerica Financial Advisors, LLC
N/A—11-11-100%$2.7K———
Dunhill Financial, LLC
N/A—7-7-100%$1.8K———
Strive Financial Group,LLC
N/A—3-3-100%$744———
Luminist Capital LLC
N/A—1-1-100%$248———
Showing 367 of 367 institutions