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First Trust Indxx Aero & DEF (MISL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares5,312,400 from 5,312,400
Change0 (0%)
Value$221.0M (-$22.2M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,176,986 from 1,071,583
Change+105,403 (+10%)
Value$49.0M (-$83.8K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares408,674 from 341,451
Change+67,223 (+20%)
Value$17.0M (+$1.4M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares200,425 from 205,794
Change-5,369 (-3%)
Value$8.3M (-$1.1M)
Filed 2026-10-28
Prosperity Financial Group, Inc.
DECREASED
Shares104,948 from 105,943
Change-995 (-1%)
Value$4.4M (-$483.2K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares96,965 from 101,945
Change-4,980 (-5%)
Value$4.0M (-$632.3K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares95,483 from 101,253
Change-5,770 (-6%)
Value$4.0M (-$662.3K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares75,882 from 70,412
Change+5,470 (+8%)
Value$3.2M (-$66.0K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares68,913 from 83,832
Change-14,919 (-18%)
Value$2.9M (-$970.2K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares52,628 from 88,875
Change-36,247 (-41%)
Value$2.2M (-$1.9M)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares52,561 from 53,574
Change-1,013 (-2%)
Value$2.2M (-$265.5K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares52,042 from 43,948
Change+8,094 (+18%)
Value$2.2M (+$153.5K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares50,407 from 29,748
Change+20,659 (+69%)
Value$2.1M (+$735.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,882 from 128,573
Change-78,691 (-61%)
Value$2.1M (-$3.8M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares44,803 from 139,107
Change-94,304 (-68%)
Value$1.9M (-$4.5M)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares41,463 from 41,917
Change-454 (-1%)
Value$1.8M (-$184.7K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares39,824 from 44,579
Change-4,755 (-11%)
Value$1.7M (-$322.1K)
Filed 2026-10-13
James T. Borello RIA
UNCHANGED
Shares31,871 from 31,871
Change0 (0%)
Value$1.3M (-$132.9K)
Filed 2026-10-16
Merit Financial Group, LLC
NEW
Shares29,621
Change+29,621
Value$1.2M
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares28,622 from 22,689
Change+5,933 (+26%)
Value$1.2M (+$154.4K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares24,713 from 28,583
Change-3,870 (-14%)
Value$1.0M (-$280.2K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares21,764 from 23,520
Change-1,756 (-7%)
Value$905.4K (-$171.1K)
Filed 2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED
Shares21,423 from 21,345
Change+78 (+0%)
Value$891.2K (-$85.8K)
Filed 2026-10-20
Buska Wealth Management, LLC
DECREASED
Shares21,179 from 38,200
Change-17,021 (-45%)
Value$881.1K (-$867.4K)
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares20,444 from 11,630
Change+8,814 (+76%)
Value$850.5K (+$318.2K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares19,807 from 15,096
Change+4,711 (+31%)
Value$824.0K (+$133.0K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares17,507 from 17,466
Change+41 (+0%)
Value$728.3K (-$71.1K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares13,457 from 13,427
Change+30 (+0%)
Value$559.8K (-$54.7K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares12,471 from 14,222
Change-1,751 (-12%)
Value$518.2K (-$132.9K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares11,801 from 19,868
Change-8,067 (-41%)
Value$490.9K (-$418.4K)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED
Shares11,709 from 15,761
Change-4,052 (-26%)
Value$487.1K (-$234.3K)
Filed 2026-10-20
Banque Pictet & CIE SA
INCREASED
Shares11,381 from 11,051
Change+330 (+3%)
Value$473.5K (-$32.4K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares11,272 from 15,982
Change-4,710 (-29%)
Value$468.9K (-$262.6K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares10,606 from 5,845
Change+4,761 (+81%)
Value$441.2K (+$173.7K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares10,527 from 9,875
Change+652 (+7%)
Value$437.9K (-$14.1K)
Filed 2026-11-02
Cascade Investment Group, Inc.
NEW
Shares10,170
Change+10,170
Value$423.1K
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares9,737 from 9,317
Change+420 (+5%)
Value$405.1K (-$21.4K)
Filed 2026-11-04
Northwest Financial Advisors
DECREASED
Shares9,460 from 9,485
Change-25 (0%)
Value$393.5K (-$40.6K)
Filed 2026-10-27
Keystone Wealth Services, LLC
DECREASED
Shares9,274 from 19,070
Change-9,796 (-51%)
Value$388.3K (-$484.5K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$374.4K (-$37.5K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares7,844 from 14,627
Change-6,783 (-46%)
Value$326.3K (-$343.2K)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares7,352 from 7,638
Change-286 (-4%)
Value$305.8K (-$43.7K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares7,352 from 7,303
Change+49 (+1%)
Value$306.0K (-$28.0K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares7,194 from 7,194
Change0 (0%)
Value$137.2K (+$35.9K)
Filed 2026-11-04
Retirement Planning Group, LLC
DECREASED
Shares7,189 from 8,760
Change-1,571 (-18%)
Value$299.1K (-$101.9K)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares6,689 from 10,302
Change-3,613 (-35%)
Value$278.3K (-$193.3K)
Filed 2026-10-29
PVG Asset Management Corp
DECREASED
Shares6,143 from 6,359
Change-216 (-3%)
Value$255.5K (-$35.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares5,843 from 6,548
Change-705 (-11%)
Value$243.1K (-$56.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares5,307 from 5,634
Change-327 (-6%)
Value$220.8K (-$37.1K)
Filed 2026-11-05
Arwa LLC
NEW
Shares5,186
Change+5,186
Value$215.5K
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares5,112 from 5,135
Change-23 (0%)
Value$213.0K (-$22.0K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares4,992 from 4,567
Change+425 (+9%)
Value$207.7K (-$1.4K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares2,249 from 2,060
Change+189 (+9%)
Value$93.6K (-$728)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$89.8K (-$9.0K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$63.3K (-$6.3K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$33.3K (-$3.3K)
Filed 2026-10-21
Realta Investment Advisors
DECREASED
Shares640 from 1,218
Change-578 (-47%)
Value$26.6K (-$29.1K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$16.6K (-$1.7K)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.6K (-$259)
Filed 2026-10-14
Creative Financial Designs Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.1K (-$209)
Filed 2026-11-04
NewSquare Capital LLC
CLOSED
Shares0 from 218,964
Change-218,964 (-100%)
Value$0 (-$10.0M)
Filed 2026-11-06
Simplicity Wealth,LLC
CLOSED
Shares0 from 13,366
Change-13,366 (-100%)
Value$0 (-$611.8K)
Filed 2026-10-23
Mattern Wealth Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$457.7K)
Filed 2026-11-04
Sowell Financial Services LLC
CLOSED
Shares0 from 6,193
Change-6,193 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-23
Asset One Wealth Management LLC
CLOSED
Shares0 from 5,035
Change-5,035 (-100%)
Value$0 (-$220.5K)
Filed 2026-11-02
Kestra Investment Management, LLC
CLOSED
Shares0 from 4,785
Change-4,785 (-100%)
Value$0 (-$219.0K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 4,661
Change-4,661 (-100%)
Value$0 (-$213.3K)
Filed 2026-11-06
Raymond James Financial Inc
N/A
Shares— from 840,063
Change-840,063 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 683,110
Change-683,110 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 424,562
Change-424,562 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 366,437
Change-366,437 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 249,563
Change-249,563 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 235,721
Change-235,721 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 216,891
Change-216,891 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 197,816
Change-197,816 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 190,085
Change-190,085 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 160,686
Change-160,686 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 145,898
Change-145,898 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 121,391
Change-121,391 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 110,090
Change-110,090 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 97,388
Change-97,388 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 90,553
Change-90,553 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 75,097
Change-75,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 70,817
Change-70,817 (-100%)
Value—
&partners
N/A
Shares— from 60,430
Change-60,430 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 57,330
Change-57,330 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 56,443
Change-56,443 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 55,808
Change-55,808 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,185
Change-43,185 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 37,101
Change-37,101 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35,695
Change-35,695 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,150
Change-28,150 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,024
Change-26,024 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,510
Change-23,510 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,139
Change-18,139 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,218
Change-17,218 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 677
Change-677 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
FMR LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 335
Change-335 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
UBS Group AG
N/A
Shares— from 200
Change-200 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED5,312,4005,312,40000%$243.1M$221.0M-$22.2M2026-11-02
LPL Financial LLC
INCREASED1,176,9861,071,583+105,403+10%$49.0M$49.0M-$83.8K2026-11-06
Kestra Advisory Services, LLC
INCREASED408,674341,451+67,223+20%$15.6M$17.0M+$1.4M2026-11-02
D.A. Davidson & Co.
DECREASED200,425205,794-5,369-3%$9.4M$8.3M-$1.1M2026-10-28
Prosperity Financial Group, Inc.
DECREASED104,948105,943-995-1%$4.8M$4.4M-$483.2K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED96,965101,945-4,980-5%$4.7M$4.0M-$632.3K2026-11-04
IFP Advisors, Inc
DECREASED95,483101,253-5,770-6%$4.6M$4.0M-$662.3K2026-10-16
BIP Wealth, LLC
INCREASED75,88270,412+5,470+8%$3.2M$3.2M-$66.0K2026-10-22
Commonwealth Equity Services, LLC
DECREASED68,91383,832-14,919-18%$3.8M$2.9M-$970.2K2026-11-02
Assetmark, Inc
DECREASED52,62888,875-36,247-41%$4.1M$2.2M-$1.9M2026-10-21
Sigma Planning Corp
DECREASED52,56153,574-1,013-2%$2.5M$2.2M-$265.5K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED52,04243,948+8,094+18%$2.0M$2.2M+$153.5K2026-10-30
RFG Advisory, LLC
INCREASED50,40729,748+20,659+69%$1.4M$2.1M+$735.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED49,882128,573-78,691-61%$5.9M$2.1M-$3.8M2026-11-02
Daymark Wealth Partners, LLC
DECREASED44,803139,107-94,304-68%$6.4M$1.9M-$4.5M2026-11-04
Global Assets Advisory, LLC
DECREASED41,46341,917-454-1%$1.9M$1.8M-$184.7K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED39,82444,579-4,755-11%$2.0M$1.7M-$322.1K2026-10-13
James T. Borello RIA
UNCHANGED31,87131,87100%$1.5M$1.3M-$132.9K2026-10-16
Merit Financial Group, LLC
NEW29,621—+29,621——$1.2M—2026-11-06
International Assets Investment Management, LLC
INCREASED28,62222,689+5,933+26%$1.0M$1.2M+$154.4K2026-11-02
Fifth Third Bancorp
DECREASED24,71328,583-3,870-14%$1.3M$1.0M-$280.2K2026-11-05
Truist Financial Corp
DECREASED21,76423,520-1,756-7%$1.1M$905.4K-$171.1K2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED21,42321,345+78+0%$977.0K$891.2K-$85.8K2026-10-20
Buska Wealth Management, LLC
DECREASED21,17938,200-17,021-45%$1.7M$881.1K-$867.4K2026-10-08
Moors & Cabot, Inc.
INCREASED20,44411,630+8,814+76%$532.3K$850.5K+$318.2K2026-11-06
Signal Advisors Wealth, LLC
INCREASED19,80715,096+4,711+31%$690.9K$824.0K+$133.0K2026-10-13
Summit Wealth Group LLC / Co
INCREASED17,50717,466+41+0%$799.4K$728.3K-$71.1K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED13,45713,427+30+0%$614.6K$559.8K-$54.7K2026-10-13
Prospera Financial Services Inc
DECREASED12,47114,222-1,751-12%$651.1K$518.2K-$132.9K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED11,80119,868-8,067-41%$909.3K$490.9K-$418.4K2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED11,70915,761-4,052-26%$721.4K$487.1K-$234.3K2026-10-20
Banque Pictet & CIE SA
INCREASED11,38111,051+330+3%$505.8K$473.5K-$32.4K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED11,27215,982-4,710-29%$731.5K$468.9K-$262.6K2026-11-05
Private Trust Co NA
INCREASED10,6065,845+4,761+81%$267.5K$441.2K+$173.7K2026-10-20
Golden State Wealth Management, LLC
INCREASED10,5279,875+652+7%$452.0K$437.9K-$14.1K2026-11-02
Cascade Investment Group, Inc.
NEW10,170—+10,170——$423.1K—2026-10-13
Cornerstone Wealth Management, LLC
INCREASED9,7379,317+420+5%$426.4K$405.1K-$21.4K2026-11-04
Northwest Financial Advisors
DECREASED9,4609,485-250%$434.1K$393.5K-$40.6K2026-10-27
Keystone Wealth Services, LLC
DECREASED9,27419,070-9,796-51%$872.8K$388.3K-$484.5K2026-11-03
Triumph Capital Management
UNCHANGED9,0009,00000%$411.9K$374.4K-$37.5K2026-10-14
Oppenheimer & Co Inc
DECREASED7,84414,627-6,783-46%$669.5K$326.3K-$343.2K2026-10-26
Founders Financial Securities LLC
DECREASED7,3527,638-286-4%$349.6K$305.8K-$43.7K2026-10-28
Wedbush Securities Inc
INCREASED7,3527,303+49+1%$334.0K$306.0K-$28.0K2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED7,1947,19400%$101.2K$137.2K+$35.9K2026-11-04
Retirement Planning Group, LLC
DECREASED7,1898,760-1,571-18%$400.9K$299.1K-$101.9K2026-10-19
Integrity Alliance, Llc.
DECREASED6,68910,302-3,613-35%$471.6K$278.3K-$193.3K2026-10-29
PVG Asset Management Corp
DECREASED6,1436,359-216-3%$291.1K$255.5K-$35.5K2026-10-19
Clear Creek Financial Management, LLC
DECREASED5,8436,548-705-11%$299.7K$243.1K-$56.6K2026-10-28
Meridian Wealth Management, LLC
DECREASED5,3075,634-327-6%$257.9K$220.8K-$37.1K2026-11-05
Arwa LLC
NEW5,186—+5,186——$215.5K—2026-10-21
Park Avenue Securities LLC
DECREASED5,1125,135-230%$235.0K$213.0K-$22.0K2026-10-26
Parallel Advisors, LLC
INCREASED4,9924,567+425+9%$209.0K$207.7K-$1.4K2026-11-03
SBI Securities Co., Ltd.
INCREASED2,2492,060+189+9%$94.3K$93.6K-$7282026-10-22
Farther Finance Advisors, LLC
UNCHANGED2,1582,15800%$98.8K$89.8K-$9.0K2026-10-08
Lanark Financial, Inc.
UNCHANGED1,5221,52200%$69.7K$63.3K-$6.3K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED80080000%$36.6K$33.3K-$3.3K2026-10-21
Realta Investment Advisors
DECREASED6401,218-578-47%$55.7K$26.6K-$29.1K2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED40040000%$18.3K$16.6K-$1.7K2026-11-03
Adirondack Trust Co
UNCHANGED626200%$2.8K$2.6K-$2592026-10-14
Creative Financial Designs Inc
UNCHANGED505000%$2.3K$2.1K-$2092026-11-04
NewSquare Capital LLC
CLOSED0218,964-218,964-100%$10.0M$0-$10.0M2026-11-06
Simplicity Wealth,LLC
CLOSED013,366-13,366-100%$611.8K$0-$611.8K2026-10-23
Mattern Wealth Management LLC
CLOSED010,000-10,000-100%$457.7K$0-$457.7K2026-11-04
Sowell Financial Services LLC
CLOSED06,193-6,193-100%$283.5K$0-$283.5K2026-10-23
Asset One Wealth Management LLC
CLOSED05,035-5,035-100%$220.5K$0-$220.5K2026-11-02
Kestra Investment Management, LLC
CLOSED04,785-4,785-100%$219.0K$0-$219.0K2026-11-04
Earned Wealth Advisors, LLC
CLOSED04,661-4,661-100%$213.3K$0-$213.3K2026-11-06
Raymond James Financial Inc
N/A—840,063-840,063-100%$38.4M———
Wells Fargo & Company
N/A—683,110-683,110-100%$31.3M———
WCG Wealth Advisors LLC
N/A—424,562-424,562-100%$19.4M———
MML Investors Services, LLC
N/A—366,437-366,437-100%$16.8M———
Mutual Advisors, LLC
N/A—249,563-249,563-100%$11.4M———
Morgan Stanley
N/A—235,721-235,721-100%$10.8M———
Osaic Holdings, Inc.
N/A—216,891-216,891-100%$9.9M———
Stifel Financial Corp
N/A—197,816-197,816-100%$9.1M———
Proactive Wealth Strategies LLC
N/A—190,085-190,085-100%$8.7M———
Envestnet Asset Management Inc
N/A—160,686-160,686-100%$7.4M———
Cetera Investment Advisers
N/A—145,898-145,898-100%$6.7M———
Janney Montgomery Scott LLC
N/A—121,391-121,391-100%$5.6M———
World Investment Advisors
N/A—110,090-110,090-100%$4.9M———
Royal Bank of Canada
N/A—97,388-97,388-100%$4.5M———
Benjamin Edwards Inc
N/A—90,553-90,553-100%$4.1M———
Garden State Investment Advisory Services LLC
N/A—75,097-75,097-100%$3.4M———
NewEdge Advisors, LLC
N/A—70,817-70,817-100%$3.2M———
&partners
N/A—60,430-60,430-100%$2.8M———
Private Advisor Group, LLC
N/A—57,330-57,330-100%$2.6M———
Concorde Asset Management, LLC
N/A—56,443-56,443-100%$2.6M———
Flow Traders U.S. LLC
N/A—55,808-55,808-100%$2.6M———
Susquehanna International Group, LLP
N/A—43,185-43,185-100%$2.0M———
Citadel Advisors LLC
N/A—37,101-37,101-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—35,695-35,695-100%$1.6M———
Insigneo Advisory Services, LLC
N/A—28,150-28,150-100%$1.3M———
Owen LaRue, LLC
N/A—26,800-26,800-100%$1.2M———
JPMorgan Chase & Co
N/A—26,024-26,024-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—23,510-23,510-100%$1.1M———
Bank of America Corp
N/A—19,447-19,447-100%$890.1K———
CreativeOne Wealth, LLC
N/A—18,139-18,139-100%$830.2K———
Baird Financial Group, Inc.
N/A—17,218-17,218-100%$788.1K———
AE Wealth Management LLC
N/A—14,565-14,565-100%$666.6K———
Steward Partners Investment Advisory, LLC
N/A—10,429-10,429-100%$477.3K———
Geneos Wealth Management Inc.
N/A—9,796-9,796-100%$448.4K———
Jane Street Group, LLC
N/A—9,404-9,404-100%$430.4K———
Sanctuary Advisors, LLC
N/A—9,172-9,172-100%$419.8K———
Equitable Holdings, Inc.
N/A—8,696-8,696-100%$398.0K———
Smith, Moore & Co.
N/A—8,018-8,018-100%$367.0K———
Stratos Wealth Partners, Ltd.
N/A—7,796-7,796-100%$356.9K———
Rehmann Capital Advisory Group
N/A—7,551-7,551-100%$345.6K———
Indie Asset Partners, LLC
N/A—7,175-7,175-100%$328.4K———
Two Sigma Securities, LLC
N/A—6,775-6,775-100%$310.1K———
Gateway Wealth Partners, LLC
N/A—6,658-6,658-100%$304.7K———
Aptus Capital Advisors, LLC
N/A—6,486-6,486-100%$296.9K———
HighTower Advisors, LLC
N/A—5,596-5,596-100%$256.1K———
IFG Advisory, LLC
N/A—5,408-5,408-100%$247.5K———
Stephens Inc
N/A—5,407-5,407-100%$247.5K———
HighPoint Advisor Group LLC
N/A—5,017-5,017-100%$229.6K———
Twin Peaks Wealth Advisors, LLC
N/A—4,793-4,793-100%$219.4K———
Harbour Investments, Inc.
N/A—4,528-4,528-100%$207.2K———
O'shaughnessy Asset Management, LLC
N/A—1,812-1,812-100%$82.9K———
Qube Research & Technologies Ltd
N/A—1,453-1,453-100%$66.5K———
Arax Advisory Partners
N/A—1,328-1,328-100%$60.8K———
Global Retirement Partners, LLC
N/A—1,040-1,040-100%$47.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,000-1,000-100%$45.8K———
Northwestern Mutual Wealth Management Co
N/A—677-677-100%$31.0K———
Tidemark, LLC
N/A—667-667-100%$30.5K———
FMR LLC
N/A—469-469-100%$21.5K———
Transamerica Financial Advisors, LLC
N/A—441-441-100%$20.2K———
Jones Financial Companies Lllp
N/A—335-335-100%$14.8K———
Keating Financial Advisory Services, Inc.
N/A—324-324-100%$14.8K———
UBS Group AG
N/A—200-200-100%$9.2K———
Smartleaf Asset Management LLC
N/A—173-173-100%$7.8K———
Mark Sheptoff Financial Planning, LLC
N/A—116-116-100%$5.3K———
Continuum Advisory, LLC
N/A—96-96-100%$4.4K———
BFC Planning, Inc.
N/A—34-34-100%$1.6K———
Showing 133 of 133 institutions