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First Trust Nasdaq Clean EDG (QCLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Valen Private Capital, LLC
NEW
Shares95,498
Change+95,498
Value$4.6M
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares56,500 from 61,566
Change-5,066 (-8%)
Value$2.7M (-$1.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares39,108 from 48,940
Change-9,832 (-20%)
Value$1.9M (-$1.1M)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares21,379 from 18,797
Change+2,582 (+14%)
Value$1.0M (-$120.7K)
Filed 2026-11-02
Colorado Capital Management, Inc.
DECREASED
Shares16,431 from 16,497
Change-66 (0%)
Value$793.0K (+$792.0K)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares13,106 from 14,718
Change-1,612 (-11%)
Value$632.6K (-$269.9K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares11,130 from 8,963
Change+2,167 (+24%)
Value$537.3K (-$12.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares10,332 from 10,607
Change-275 (-3%)
Value$498.7K (-$151.7K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares9,651 from 9,651
Change0 (0%)
Value$465.7K (-$71.8K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares8,772 from 4,252
Change+4,520 (+106%)
Value$423.0K (+$162.0K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
NEW
Shares7,989
Change+7,989
Value$385.6K
Filed 2026-10-14
Keybank National Association
UNCHANGED
Shares7,708 from 7,708
Change0 (0%)
Value$372.1K (-$100.6K)
Filed 2026-11-04
Park National Corp
INCREASED
Shares7,109 from 7,085
Change+24 (+0%)
Value$343.2K (-$91.3K)
Filed 2026-10-05
Citigroup Inc
INCREASED
Shares6,368 from 5,977
Change+391 (+7%)
Value$307.4K (-$59.1K)
Filed 2026-11-04
United Asset Strategies, Inc.
INCREASED
Shares6,122 from 5,745
Change+377 (+7%)
Value$295.5K (-$56.8K)
Filed 2026-10-28
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$290.6K (-$78.6K)
Filed 2026-10-28
Camden National Bank
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$277.9K (-$75.1K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares5,727 from 8,210
Change-2,483 (-30%)
Value$276.4K (-$227.0K)
Filed 2026-11-02
Financial Partners Group, Inc
UNCHANGED
Shares5,665 from 5,665
Change0 (0%)
Value$273.4K (-$73.9K)
Filed 2026-10-19
Sage Capital Management, LLC
NEW
Shares5,592
Change+5,592
Value$270.0K
Filed 2026-10-20
Factor Wealth Management LTD
INCREASED
Shares5,561 from 5,458
Change+103 (+2%)
Value$268.4K (-$66.2K)
Filed 2026-10-08
Central Valley Advisors, LLC
DECREASED
Shares5,540 from 5,690
Change-150 (-3%)
Value$267.4K (-$81.5K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares5,505 from 4,984
Change+521 (+10%)
Value$265.7K (-$39.9K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares5,052 from 5,156
Change-104 (-2%)
Value$244.0K (-$72.0K)
Filed 2026-10-22
Atria Investments, Inc
NEW
Shares4,944
Change+4,944
Value$238.6K
Filed 2026-10-15
Townsend Asset Management Corp
UNCHANGED
Shares4,537 from 4,537
Change0 (0%)
Value$219.0K (-$59.2K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares4,382 from 4,544
Change-162 (-4%)
Value$212 (-$67)
Filed 2026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED
Shares4,019 from 4,019
Change0 (0%)
Value$194.0K (-$52.4K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares3,481 from 3,453
Change+28 (+1%)
Value$168.0K (-$43.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares3,153 from 2,945
Change+208 (+7%)
Value$152.2K (-$28.4K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares2,745 from 2,580
Change+165 (+6%)
Value$132.5K (-$25.7K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares2,124 from 2,035
Change+89 (+4%)
Value$102.5K (-$22.3K)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$87.9K (-$23.8K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$81.2K (-$21.9K)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$81.0K (+$80.9K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$78.7K (-$21.3K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares1,559 from 32
Change+1,527 (+4772%)
Value$75.3K (+$73.3K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares1,338 from 1,337
Change+1 (+0%)
Value$64.6K (-$17.5K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$53.7K (-$12.3K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$51.9K (-$14.0K)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$48.3K (-$13.1K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$46.4K (-$12.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
NEW
Shares920
Change+920
Value$44.4K
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$43.5K (-$11.8K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares690 from 253
Change+437 (+173%)
Value$33.3K (+$17.8K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$32.6K (-$8.8K)
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$30.1K (-$8.1K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$29.2K (-$7.9K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares536 from 577
Change-41 (-7%)
Value$25.9K (-$9.5K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$25.3K (-$6.9K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares500 from 604
Change-104 (-17%)
Value$24.1K (-$12.9K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$17.8K (-$4.8K)
Filed 2026-10-07
City Holding Co
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$17.6K (-$4.8K)
Filed 2026-10-19
Adirondack Trust Co
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$17.2K (-$4.6K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares326
Change+326
Value$15.7K
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares317 from 358
Change-41 (-11%)
Value$15.3K (-$6.7K)
Filed 2026-10-16
Blume Capital Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.1K (-$3.3K)
Filed 2026-10-26
Ares Financial Consulting, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.7K (-$2.6K)
Filed 2026-10-19
Next Level Wealth Planning, LLC
NEW
Shares161
Change+161
Value$7.8K
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$7.4K (-$2.0K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares126
Change+126
Value$6.1K
Filed 2026-10-26
Tsfg, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$5 (-$2)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.8K (-$1.3K)
Filed 2026-11-04
Mather Group, Llc.
NEW
Shares67
Change+67
Value$3.2K
Filed 2026-10-14
Vima LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.2K (-$874)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares66
Change+66
Value$3.2K
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.7K (-$718)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.5K (-$665)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.7K (-$457)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.5K (-$405)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.3K (-$352)
Filed 2026-11-03
Bell Investment Advisors, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.1K (-$301)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$966 (-$261)
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares14
Change+14
Value$693
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares10
Change+10
Value$483
Filed 2026-10-27
Oppenheimer & Co Inc
CLOSED
Shares0 from 68,068
Change-68,068 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-26
Truist Financial Corp
CLOSED
Shares0 from 39,590
Change-39,590 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-30
Nilsine Partners, LLC
CLOSED
Shares0 from 21,488
Change-21,488 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Basso Capital Management, L.P.
CLOSED
Shares0 from 7,461
Change-7,461 (-100%)
Value$0 (-$457.5K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 4,292
Change-4,292 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-26
Calamos Wealth Management LLC
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$220.8K)
Filed 2026-11-02
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 3,581
Change-3,581 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
CLOSED
Shares0 from 3,553
Change-3,553 (-100%)
Value$0 (-$217.9K)
Filed 2026-11-05
Prospera Financial Services Inc
CLOSED
Shares0 from 3,493
Change-3,493 (-100%)
Value$0 (-$214.5K)
Filed 2026-11-04
Parsons Capital Management Inc
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$55.2K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$51.6K)
Filed 2026-10-28
Evolution Wealth Management Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 498
Change-498 (-100%)
Value$0 (-$30.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-02
Barrett & Company, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-22
RMG Wealth Management LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-26
Wells Fargo & Company
N/A
Shares— from 1,039,763
Change-1,039,763 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 505,939
Change-505,939 (-100%)
Value—
UBS Group AG
N/A
Shares— from 263,430
Change-263,430 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 259,617
Change-259,617 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 256,000
Change-256,000 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 195,594
Change-195,594 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 132,457
Change-132,457 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 122,521
Change-122,521 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 114,772
Change-114,772 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 96,309
Change-96,309 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 95,988
Change-95,988 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 90,712
Change-90,712 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 74,022
Change-74,022 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,300
Change-65,300 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 49,794
Change-49,794 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 47,801
Change-47,801 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 44,542
Change-44,542 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 37,661
Change-37,661 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 32,234
Change-32,234 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,679
Change-31,679 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 28,661
Change-28,661 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 24,801
Change-24,801 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,995
Change-23,995 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,536
Change-23,536 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,059
Change-23,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,092
Change-22,092 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,895
Change-20,895 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,295
Change-20,295 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 18,729
Change-18,729 (-100%)
Value—
Nwam LLC
N/A
Shares— from 18,220
Change-18,220 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,259
Change-16,259 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 14,498
Change-14,498 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,821
Change-10,821 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,488
Change-9,488 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Motco
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 905
Change-905 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 784
Change-784 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 752
Change-752 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 623
Change-623 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 560
Change-560 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 504
Change-504 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 464
Change-464 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 378
Change-378 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 378
Change-378 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 264
Change-264 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 241
Change-241 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 186
Change-186 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 146
Change-146 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Valen Private Capital, LLC
NEW95,498—+95,498——$4.6M—2026-10-23
Commonwealth Equity Services, LLC
DECREASED56,50061,566-5,066-8%$3.8M$2.7M-$1.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED39,10848,940-9,832-20%$3.0M$1.9M-$1.1M2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED21,37918,797+2,582+14%$1.2M$1.0M-$120.7K2026-11-02
Colorado Capital Management, Inc.
DECREASED16,43116,497-660%$1.0K$793.0K+$792.0K2026-10-15
Parcion Private Wealth LLC
DECREASED13,10614,718-1,612-11%$902.5K$632.6K-$269.9K2026-10-28
Kestra Advisory Services, LLC
INCREASED11,1308,963+2,167+24%$549.6K$537.3K-$12.4K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED10,33210,607-275-3%$650.4K$498.7K-$151.7K2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED9,6519,65100%$537.5K$465.7K-$71.8K2026-10-13
Summit Global Investments
INCREASED8,7724,252+4,520+106%$261.0K$423.0K+$162.0K2026-10-28
MinichMacGregor Wealth Management, LLC
NEW7,989—+7,989——$385.6K—2026-10-14
Keybank National Association
UNCHANGED7,7087,70800%$472.7K$372.1K-$100.6K2026-11-04
Park National Corp
INCREASED7,1097,085+24+0%$434.5K$343.2K-$91.3K2026-10-05
Citigroup Inc
INCREASED6,3685,977+391+7%$366.5K$307.4K-$59.1K2026-11-04
United Asset Strategies, Inc.
INCREASED6,1225,745+377+7%$352.3K$295.5K-$56.8K2026-10-28
Moss Adams Wealth Advisors LLC
UNCHANGED6,0206,02000%$369.1K$290.6K-$78.6K2026-10-28
Camden National Bank
UNCHANGED5,7585,75800%$353.1K$277.9K-$75.1K2026-11-02
Creative Planning
DECREASED5,7278,210-2,483-30%$503.5K$276.4K-$227.0K2026-11-02
Financial Partners Group, Inc
UNCHANGED5,6655,66500%$347.3K$273.4K-$73.9K2026-10-19
Sage Capital Management, LLC
NEW5,592—+5,592——$270.0K—2026-10-20
Factor Wealth Management LTD
INCREASED5,5615,458+103+2%$334.7K$268.4K-$66.2K2026-10-08
Central Valley Advisors, LLC
DECREASED5,5405,690-150-3%$348.9K$267.4K-$81.5K2026-10-27
PFG Advisors
INCREASED5,5054,984+521+10%$305.6K$265.7K-$39.9K2026-10-16
Wedbush Securities Inc
DECREASED5,0525,156-104-2%$316.0K$244.0K-$72.0K2026-10-22
Atria Investments, Inc
NEW4,944—+4,944——$238.6K—2026-10-15
Townsend Asset Management Corp
UNCHANGED4,5374,53700%$278.2K$219.0K-$59.2K2026-10-29
CX Institutional
DECREASED4,3824,544-162-4%$279$212-$672026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED4,0194,01900%$246.4K$194.0K-$52.4K2026-11-05
Fifth Third Bancorp
INCREASED3,4813,453+28+1%$211.7K$168.0K-$43.7K2026-11-05
Farther Finance Advisors, LLC
INCREASED3,1532,945+208+7%$180.5K$152.2K-$28.4K2026-10-08
SBI Securities Co., Ltd.
INCREASED2,7452,580+165+6%$158.2K$132.5K-$25.7K2026-10-22
Rossby Financial, LCC
INCREASED2,1242,035+89+4%$124.8K$102.5K-$22.3K2026-11-05
Toth Financial Advisory Corp
UNCHANGED1,8201,82000%$111.6K$87.9K-$23.8K2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED1,6821,68200%$103.1K$81.2K-$21.9K2026-11-04
First Premier Bank
UNCHANGED1,6741,67400%$103$81.0K+$80.9K2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED1,6301,63000%$100.0K$78.7K-$21.3K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED1,55932+1,527+4772%$2.0K$75.3K+$73.3K2026-10-30
Lanark Financial, Inc.
INCREASED1,3381,337+1+0%$82.0K$64.6K-$17.5K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED1,1081,10800%$66.0K$53.7K-$12.3K2026-10-16
Mcdonald Partners LLC
UNCHANGED1,0751,07500%$65.9K$51.9K-$14.0K2026-11-03
Nfsg Corp
UNCHANGED1,0001,00000%$61.3K$48.3K-$13.1K2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED96296200%$59.0K$46.4K-$12.6K2026-10-15
CoreCap Advisors, LLC
NEW920—+920——$44.4K—2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED90190100%$55.2K$43.5K-$11.8K2026-10-13
Assetmark, Inc
INCREASED690253+437+173%$15.5K$33.3K+$17.8K2026-10-21
Cdkv Holdings LLC
UNCHANGED67567500%$41.4K$32.6K-$8.8K2026-10-28
US Bancorp \de\
UNCHANGED62362300%$38.2K$30.1K-$8.1K2026-11-05
Parallel Advisors, LLC
UNCHANGED60560500%$37.1K$29.2K-$7.9K2026-11-03
Larson Financial Group LLC
DECREASED536577-41-7%$35.4K$25.9K-$9.5K2026-11-05
Pacific Center for Financial Services
UNCHANGED52552500%$32.2K$25.3K-$6.9K2026-10-15
Private Trust Co NA
DECREASED500604-104-17%$37.0K$24.1K-$12.9K2026-10-20
Elevation Wealth Partners, LLC
UNCHANGED36836800%$22.6K$17.8K-$4.8K2026-10-07
City Holding Co
UNCHANGED36536500%$22.4K$17.6K-$4.8K2026-10-19
Adirondack Trust Co
UNCHANGED35635600%$21.8K$17.2K-$4.6K2026-10-14
Simplex Trading, LLC
NEW326—+326——$15.7K—2026-11-04
IFP Advisors, Inc
DECREASED317358-41-11%$22.0K$15.3K-$6.7K2026-10-16
Blume Capital Management, Inc.
UNCHANGED25025000%$15.3K$12.1K-$3.3K2026-10-26
Ares Financial Consulting, LLC
UNCHANGED20020000%$12.3K$9.7K-$2.6K2026-10-19
Next Level Wealth Planning, LLC
NEW161—+161——$7.8K—2026-10-29
Financial Perspectives, Inc
UNCHANGED15415400%$9.4K$7.4K-$2.0K2026-11-03
DeDora Capital, Inc.
NEW126—+126——$6.1K—2026-10-26
Tsfg, LLC
UNCHANGED10710700%$7$5-$22026-10-23
Syntax Research, Inc.
UNCHANGED10010000%$6.1K$4.8K-$1.3K2026-11-04
Mather Group, Llc.
NEW67—+67——$3.2K—2026-10-14
Vima LLC
UNCHANGED676700%$4.1K$3.2K-$8742026-10-23
Jacobi Capital Management LLC
NEW66—+66——$3.2K—2026-11-05
Eukles Asset Management
UNCHANGED555500%$3.4K$2.7K-$7182026-11-04
Hurley Capital, LLC
UNCHANGED515100%$3.1K$2.5K-$6652026-11-05
NBT Bank, N.A.
UNCHANGED353500%$2.1K$1.7K-$4572026-10-21
Signaturefd, LLC
UNCHANGED313100%$1.9K$1.5K-$4052026-10-23
Jnba Financial Advisors
UNCHANGED272700%$1.7K$1.3K-$3522026-11-03
Bell Investment Advisors, Inc
UNCHANGED232300%$1.4K$1.1K-$3012026-10-29
Cassaday & Co Wealth Management LLC
UNCHANGED202000%$1.2K$966-$2612026-10-27
Blue Trust, Inc.
NEW14—+14——$693—2026-10-15
Latitude Advisors, LLC
NEW10—+10——$483—2026-10-27
Oppenheimer & Co Inc
CLOSED068,068-68,068-100%$4.2M$0-$4.2M2026-10-26
Truist Financial Corp
CLOSED039,590-39,590-100%$2.4M$0-$2.4M2026-10-30
Nilsine Partners, LLC
CLOSED021,488-21,488-100%$1.3M$0-$1.3M2026-11-02
Basso Capital Management, L.P.
CLOSED07,461-7,461-100%$457.5K$0-$457.5K2026-10-30
Arbor Investment Advisors, LLC
CLOSED04,292-4,292-100%$263.2K$0-$263.2K2026-10-26
Calamos Wealth Management LLC
CLOSED03,600-3,600-100%$220.8K$0-$220.8K2026-11-02
Paragon Private Wealth Management, LLC
CLOSED03,581-3,581-100%$219.6K$0-$219.6K2026-10-20
Joel Isaacson & Co., LLC
CLOSED03,553-3,553-100%$217.9K$0-$217.9K2026-11-05
Prospera Financial Services Inc
CLOSED03,493-3,493-100%$214.5K$0-$214.5K2026-11-04
Parsons Capital Management Inc
CLOSED03,300-3,300-100%$202.4K$0-$202.4K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED0900-900-100%$55.2K$0-$55.2K2026-11-04
MCF Advisors LLC
CLOSED0842-842-100%$51.6K$0-$51.6K2026-10-28
Evolution Wealth Management Inc.
CLOSED0500-500-100%$30.7K$0-$30.7K2026-10-28
Gill Capital Partners, LLC
CLOSED0498-498-100%$30.5K$0-$30.5K2026-10-13
International Assets Investment Management, LLC
CLOSED0100-100-100%$6.0K$0-$6.0K2026-11-02
Barrett & Company, Inc.
CLOSED0100-100-100%$6.1K$0-$6.1K2026-10-22
RMG Wealth Management LLC
CLOSED050-50-100%$5.6K$0-$5.6K2026-10-26
Wells Fargo & Company
N/A—1,039,763-1,039,763-100%$63.8M———
Morgan Stanley
N/A—505,939-505,939-100%$31.0M———
UBS Group AG
N/A—263,430-263,430-100%$16.2M———
LPL Financial LLC
N/A—259,617-259,617-100%$15.9M———
Two Sigma Investments, LP
N/A—256,000-256,000-100%$15.7M———
Quadrature Capital Ltd
N/A—195,594-195,594-100%$12.0M———
Royal Bank of Canada
N/A—132,457-132,457-100%$8.1M———
Bank of America Corp
N/A—122,521-122,521-100%$7.5M———
CIBC Bancorp USA Inc.
N/A—114,772-114,772-100%$7.0M———
Goldman Sachs Group Inc
N/A—96,309-96,309-100%$5.9M———
First Trust Advisors LP
N/A—95,988-95,988-100%$5.9M———
Osaic Holdings, Inc.
N/A—90,712-90,712-100%$5.6M———
Wealthspire Advisors, LLC
N/A—74,022-74,022-100%$4.5M———
Raymond James Financial Inc
N/A—65,300-65,300-100%$4.0M———
Citadel Advisors LLC
N/A—49,794-49,794-100%$3.1M———
D. E. Shaw & Co., Inc.
N/A—47,801-47,801-100%$2.9M———
Cetera Investment Advisers
N/A—44,542-44,542-100%$2.7M———
Jones Financial Companies Lllp
N/A—37,661-37,661-100%$2.2M———
Wealthfront Advisers LLC
N/A—32,234-32,234-100%$2.0M———
Stifel Financial Corp
N/A—31,679-31,679-100%$1.9M———
Flow Traders U.S. LLC
N/A—28,661-28,661-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—24,801-24,801-100%$1.5M———
Susquehanna International Group, LLP
N/A—23,995-23,995-100%$1.5M———
Envestnet Asset Management Inc
N/A—23,536-23,536-100%$1.4M———
HighTower Advisors, LLC
N/A—23,059-23,059-100%$1.4M———
NewEdge Advisors, LLC
N/A—22,092-22,092-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—20,895-20,895-100%$1.3M———
Ameriprise Financial Inc
N/A—20,295-20,295-100%$1.2M———
Private Advisory Group LLC
N/A—18,729-18,729-100%$1.1M———
Nwam LLC
N/A—18,220-18,220-100%$1.1M———
HSBC Holdings PLC
N/A—16,500-16,500-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—16,259-16,259-100%$997.0K———
Pathstone Holdings, LLC
N/A—14,498-14,498-100%$889.0K———
PFG Investments, LLC
N/A—10,821-10,821-100%$663.6K———
Janney Montgomery Scott LLC
N/A—9,832-9,832-100%$603.0K———
Steward Partners Investment Advisory, LLC
N/A—9,488-9,488-100%$581.8K———
Qube Research & Technologies Ltd
N/A—9,215-9,215-100%$565.1K———
Focus Partners Wealth
N/A—8,962-8,962-100%$549.5K———
Evelyn Partners Group Ltd
N/A—8,745-8,745-100%$444.7K———
Prosperity Consulting Group, LLC
N/A—8,470-8,470-100%$519.4K———
Natural Investments, LLC
N/A—7,930-7,930-100%$486.0K———
Legacy Edge Advisors, LLC
N/A—7,298-7,298-100%$447.5K———
Franklin Resources Inc
N/A—7,200-7,200-100%$441.5K———
Mercer Global Advisors Inc
N/A—7,191-7,191-100%$440.9K———
Ameriflex Group, Inc.
N/A—6,708-6,708-100%$411.3K———
Harbour Investments, Inc.
N/A—6,310-6,310-100%$386.9K———
Baird Financial Group, Inc.
N/A—6,050-6,050-100%$371.0K———
Mariner, LLC
N/A—6,023-6,023-100%$369.3K———
MML Investors Services, LLC
N/A—5,744-5,744-100%$352.2K———
JPMorgan Chase & Co
N/A—5,696-5,696-100%$335.5K———
Valmark Advisers, Inc.
N/A—5,412-5,412-100%$331.9K———
Sanctuary Advisors, LLC
N/A—5,397-5,397-100%$331.0K———
EP Wealth Advisors, LLC
N/A—5,233-5,233-100%$320.9K———
SVB Wealth LLC
N/A—5,104-5,104-100%$313.0K———
Fiduciary Financial Advisors
N/A—5,096-5,096-100%$312.4K———
MAI Capital Management
N/A—4,795-4,795-100%$294.1K———
BNP Paribas Financial Markets
N/A—4,770-4,770-100%$292.5K———
Private Advisor Group, LLC
N/A—4,389-4,389-100%$269.2K———
Beto Financial Group, LLC
N/A—4,381-4,381-100%$224.5K———
Glassman Wealth Services
N/A—4,375-4,375-100%$268.2K———
Rockefeller Capital Management L.P.
N/A—4,222-4,222-100%$258.9K———
Bank of Montreal
N/A—4,126-4,126-100%$253.0K———
Snowden Capital Advisors LLC
N/A—3,751-3,751-100%$230.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—3,616-3,616-100%$221.7K———
FMR LLC
N/A—2,766-2,766-100%$169.6K———
JPL Wealth Management, LLC
N/A—2,218-2,218-100%$136.0K———
Motco
N/A—2,199-2,199-100%$134.8K———
AE Wealth Management LLC
N/A—1,909-1,909-100%$117.1K———
Blair William & Co
N/A—1,881-1,881-100%$115.3K———
Russell Investments Group, Ltd.
N/A—1,438-1,438-100%$88.2K———
Global Retirement Partners, LLC
N/A—1,374-1,374-100%$84.3K———
Tidemark, LLC
N/A—1,204-1,204-100%$73.8K———
Capital Analysts, LLC
N/A—995-995-100%$61.0K———
National Bank of Canada
N/A—905-905-100%$54.6K———
Kerr Financial Planning Corp
N/A—784-784-100%$48.1K———
Allworth Financial LP
N/A—752-752-100%$46.1K———
Arax Advisory Partners
N/A—623-623-100%$38.2K———
Atlantic Union Bankshares Corp
N/A—560-560-100%$34.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—504-504-100%$30.9K———
Ancora Advisors LLCA
N/A—464-464-100%$28.4K———
IAG Wealth Partners, LLC
N/A—420-420-100%$25.8K———
Ameritas Investment Partners, Inc.
N/A—378-378-100%$23.2K———
Federation des caisses Desjardins du Quebec
N/A—378-378-100%$23.2K———
Topsail Wealth Management, LLC
N/A—344-344-100%$21.1K———
Godfrey Financial Associates, Inc.
N/A—264-264-100%$16.2K———
Huntington National Bank
N/A—241-241-100%$14.8K———
BFC Planning, Inc.
N/A—219-219-100%$13.4K———
Bartlett & Co. Wealth Management LLC
N/A—200-200-100%$12.3K———
BlackRock, Inc.
N/A—200-200-100%$12.3K———
UBS Asset Management Americas LLC
N/A—191-191-100%$11.7K———
Heritage Wealth Advisors
N/A—186-186-100%$11.4K———
Copia Wealth Management
N/A—146-146-100%$9.0K———
Westfuller Advisors, LLC
N/A—137-137-100%$8.4K———
Continuum Advisory, LLC
N/A—106-106-100%$6.5K———
Geneos Wealth Management Inc.
N/A—95-95-100%$5.8K———
Prestige Wealth Management Group LLC
N/A—75-75-100%$4.6K———
Strategic Investment Solutions, Inc.
N/A—74-74-100%$4.5K———
IFG Advisory, LLC
N/A—58-58-100%$3.6K———
Fourth Dimension Wealth, LLC
N/A—50-50-100%$3.1K———
Winch Advisory Services, LLC
N/A—47-47-100%$2.9K———
Anchor Bay Capital, Inc.
N/A—20-20-100%$1.0K———
Founders Financial Alliance, LLC
N/A—13-13-100%$797———
Dunhill Financial, LLC
N/A—8-8-100%$490———
Showing 195 of 195 institutions