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FT Vest Gold Strategy Target (IGLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares1,079,739 from 1,243,278
Change-163,539 (-13%)
Value$21.9M (-$4.2M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares934,598 from 777,249
Change+157,349 (+20%)
Value$19.0M (+$2.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares646,414 from 607,096
Change+39,318 (+6%)
Value$13.1M (+$349.7K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares309,749 from 323,020
Change-13,271 (-4%)
Value$6.3M (-$508.7K)
Filed 2026-10-29
Bullseye Investment Management, LLC
INCREASED
Shares256,756 from 219,709
Change+37,047 (+17%)
Value$5.2M (+$590.2K)
Filed 2026-10-29
3Edge Asset Management, LP
INCREASED
Shares244,789 from 151,527
Change+93,262 (+62%)
Value$5.0M (+$1.8M)
Filed 2026-10-30
ARQ Wealth Advisors, LLC
INCREASED
Shares243,215 from 206,520
Change+36,695 (+18%)
Value$4.9M (+$572.2K)
Filed 2026-10-29
Thrive Capital Management, LLC
INCREASED
Shares241,657 from 230,760
Change+10,897 (+5%)
Value$4.9M (+$50.7K)
Filed 2026-10-28
HFG Wealth Management, LLC
UNCHANGED
Shares240,859 from 240,859
Change0 (0%)
Value$5.1M ($0)
Filed 2026-10-16
Thor Trading Advisors, LLC
DECREASED
Shares224,385 from 294,537
Change-70,152 (-24%)
Value$4.6M (-$1.6M)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares210,367 from 165,895
Change+44,472 (+27%)
Value$4.3M (+$780.9K)
Filed 2026-10-22
Retirement Guys Formula LLC
INCREASED
Shares183,213 from 142,918
Change+40,295 (+28%)
Value$3.7M (+$713.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares179,971 from 209,742
Change-29,771 (-14%)
Value$3.7M (-$760.0K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares153,934 from 98,586
Change+55,348 (+56%)
Value$3.1M (+$1.0M)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED
Shares152,795 from 133,196
Change+19,599 (+15%)
Value$3.1M (+$299.7K)
Filed 2026-10-27
Mission Financial Group, LLC
DECREASED
Shares138,998 from 141,149
Change-2,151 (-2%)
Value$2.8M (-$148.2K)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares118,613 from 107,763
Change+10,850 (+10%)
Value$2.4M (+$169.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares104,691 from 105,094
Change-403 (0%)
Value$2.1M (-$119.5K)
Filed 2026-10-13
Corrado Advisors, LLC
INCREASED
Shares95,874 from 86,787
Change+9,087 (+10%)
Value$1.9M (+$120.4K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares85,963 from 11,090
Change+74,873 (+675%)
Value$1.7M (+$1.5M)
Filed 2026-10-20
Rockport Wealth LLC
INCREASED
Shares83,818 from 81,420
Change+2,398 (+3%)
Value$1.7M (-$11.5K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares80,756 from 76,289
Change+4,467 (+6%)
Value$1.6M (+$34.3K)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares75,992 from 55,267
Change+20,725 (+38%)
Value$1.5M (+$380.2K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares70,557 from 64,668
Change+5,889 (+9%)
Value$1.4M (+$71.8K)
Filed 2026-10-23
Alessandra Capital Management, LLC
NEW
Shares62,269
Change+62,269
Value$1.3M
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares61,855 from 61,855
Change0 (0%)
Value$1.3M (-$45.8K)
Filed 2026-10-30
Greenwood Capital Associates LLC
INCREASED
Shares56,248 from 41,328
Change+14,920 (+36%)
Value$1.1M (+$272.6K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
INCREASED
Shares52,344 from 50,554
Change+1,790 (+4%)
Value$1.1M (-$1.0K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares46,783 from 46,474
Change+309 (+1%)
Value$950.6K (-$28.1K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares41,990 from 71,303
Change-29,313 (-41%)
Value$853.2K (-$648.4K)
Filed 2026-10-13
Northcape Wealth Management, LLC
DECREASED
Shares41,684 from 44,908
Change-3,224 (-7%)
Value$847.0K (-$98.7K)
Filed 2026-11-04
Encompass More Asset Management
INCREASED
Shares39,782 from 28,583
Change+11,199 (+39%)
Value$808.4K (+$206.4K)
Filed 2026-10-16
180 Wealth Advisors, LLC
INCREASED
Shares39,476 from 22,798
Change+16,678 (+73%)
Value$802.2K (+$322.0K)
Filed 2026-11-03
BOS Asset Management, LLC
INCREASED
Shares35,816 from 35,715
Change+101 (+0%)
Value$727.8K (-$24.4K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares32,721 from 32,027
Change+694 (+2%)
Value$664.9K (-$9.6K)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED
Shares32,000 from 30,750
Change+1,250 (+4%)
Value$650.2K (+$2.6K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares31,161
Change+31,161
Value$633.2K
Filed 2026-10-28
Simplicity Wealth,LLC
NEW
Shares30,387
Change+30,387
Value$617.5K
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares29,815 from 29,665
Change+150 (+1%)
Value$605.8K (-$18.9K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares29,667 from 21,343
Change+8,324 (+39%)
Value$602.8K (+$153.4K)
Filed 2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED
Shares28,750 from 28,750
Change0 (0%)
Value$584.2K (-$21.3K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares28,332 from 24,131
Change+4,201 (+17%)
Value$575.7K (+$67.5K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares27,086 from 44,093
Change-17,007 (-39%)
Value$550.4K (-$378.2K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares24,423 from 22,325
Change+2,098 (+9%)
Value$496.3K (+$26.1K)
Filed 2026-10-22
Integrity Alliance, Llc.
NEW
Shares22,822
Change+22,822
Value$463.8K
Filed 2026-10-29
Altium Investment Strategies LLC
NEW
Shares22,423
Change+22,423
Value$452.1K
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares21,790 from 19,074
Change+2,716 (+14%)
Value$412.3K (+$10.5K)
Filed 2026-11-04
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares20,429 from 21,237
Change-808 (-4%)
Value$415.1K (-$32.1K)
Filed 2026-10-14
Cambridge Advisors Inc.
INCREASED
Shares18,631 from 17,914
Change+717 (+4%)
Value$378.6K (+$1.3K)
Filed 2026-10-19
RiverTree Advisors, LLC
DECREASED
Shares17,671 from 17,995
Change-324 (-2%)
Value$359.1K (-$19.9K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares17,127 from 16,918
Change+209 (+1%)
Value$348.0K (-$8.3K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares15,081 from 16,016
Change-935 (-6%)
Value$306.4K (-$30.9K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares15,006 from 15,021
Change-15 (0%)
Value$305.0K (-$11.0K)
Filed 2026-10-22
Global Assets Advisory, LLC
UNCHANGED
Shares14,689 from 14,689
Change0 (0%)
Value$294.7K (-$10.7K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
INCREASED
Shares14,421 from 2,120
Change+12,301 (+580%)
Value$293.0K (+$248.4K)
Filed 2026-10-22
G&S Capital LLC
INCREASED
Shares14,394 from 12,410
Change+1,984 (+16%)
Value$292.5K (+$31.2K)
Filed 2026-10-23
Capital Asset Advisory Services LLC
INCREASED
Shares14,176 from 9,906
Change+4,270 (+43%)
Value$277.8K (+$69.2K)
Filed 2026-10-30
Intrua Financial, LLC
DECREASED
Shares13,627 from 14,410
Change-783 (-5%)
Value$276.9K (-$26.6K)
Filed 2026-10-28
Capital CS Group, LLC
NEW
Shares13,446
Change+13,446
Value$273.2K
Filed 2026-10-29
Columbia Advisory Partners LLC
INCREASED
Shares13,287 from 12,552
Change+735 (+6%)
Value$270.0K (+$5.6K)
Filed 2026-10-15
Horizon Advisory Services, Inc.
DECREASED
Shares12,960 from 13,241
Change-281 (-2%)
Value$263.3K (-$15.5K)
Filed 2026-10-29
Saxon Interests, Inc.
NEW
Shares12,823
Change+12,823
Value$260.6K
Filed 2026-10-26
Chiron Capital Management, LLC
DECREASED
Shares11,646 from 11,771
Change-125 (-1%)
Value$236.6K (-$11.3K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
DECREASED
Shares11,367 from 12,731
Change-1,364 (-11%)
Value$231.0K (-$37.1K)
Filed 2026-11-05
Steinberganna Wealth Management
NEW
Shares10,780
Change+10,780
Value$219.1K
Filed 2026-10-23
QP Wealth Management, LLC
DECREASED
Shares10,704 from 10,928
Change-224 (-2%)
Value$217.5K (-$12.6K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares9,814 from 9,700
Change+114 (+1%)
Value$199.4K (-$4.9K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED
Shares5,829 from 5,494
Change+335 (+6%)
Value$118.5K (+$2.7K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares5,180 from 5,280
Change-100 (-2%)
Value$105.3K (-$5.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares2,555 from 165
Change+2,390 (+1448%)
Value$51.9K (+$48.4K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares2,329 from 2,329
Change0 (0%)
Value$47.3K (-$1.7K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares2,052 from 1,100
Change+952 (+87%)
Value$41.7K (+$18.5K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
NEW
Shares866
Change+866
Value$17.6K
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares397
Change+397
Value$8.1K
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares272 from 556
Change-284 (-51%)
Value$5.5K (-$6.2K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.1K (-$148)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$4.0K (-$147)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 17,707
Change-17,707 (-100%)
Value$0 (-$372.9K)
Filed 2026-10-30
Sulzberger Capital Advisors, Inc.
CLOSED
Shares0 from 10,440
Change-10,440 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 9,699
Change-9,699 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 3,218
Change-3,218 (-100%)
Value$0 (-$67.8K)
Filed 2026-10-07
Torren Management, LLC
CLOSED
Shares0 from 2,121
Change-2,121 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 3,010,754
Change-3,010,754 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,341,776
Change-1,341,776 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 719,977
Change-719,977 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 602,983
Change-602,983 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 429,350
Change-429,350 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 323,655
Change-323,655 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 218,594
Change-218,594 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 202,438
Change-202,438 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 183,777
Change-183,777 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 168,854
Change-168,854 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 156,008
Change-156,008 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 118,222
Change-118,222 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 114,496
Change-114,496 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,376
Change-101,376 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 100,621
Change-100,621 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 96,364
Change-96,364 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 87,337
Change-87,337 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 76,743
Change-76,743 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 72,221
Change-72,221 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 63,849
Change-63,849 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 61,377
Change-61,377 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 55,606
Change-55,606 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 47,363
Change-47,363 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,020
Change-47,020 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,073
Change-43,073 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 40,545
Change-40,545 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 37,222
Change-37,222 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 35,116
Change-35,116 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 34,303
Change-34,303 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,042
Change-30,042 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,999
Change-29,999 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,553
Change-29,553 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 28,838
Change-28,838 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,757
Change-28,757 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 22,673
Change-22,673 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 22,366
Change-22,366 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 22,322
Change-22,322 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 22,164
Change-22,164 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 22,058
Change-22,058 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 22,026
Change-22,026 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 21,376
Change-21,376 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,795
Change-20,795 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
&partners
N/A
Shares— from 17,961
Change-17,961 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,102
Change-17,102 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 14,438
Change-14,438 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 12,937
Change-12,937 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,821
Change-12,821 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,122
Change-12,122 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 210
Change-210 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 78
Change-78 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Truist Financial Corp
DECREASED1,079,7391,243,278-163,539-13%$26.2M$21.9M-$4.2M2026-10-30
Kestra Advisory Services, LLC
INCREASED934,598777,249+157,349+20%$16.4M$19.0M+$2.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED646,414607,096+39,318+6%$12.8M$13.1M+$349.7K2026-11-02
XML Financial, LLC
DECREASED309,749323,020-13,271-4%$6.8M$6.3M-$508.7K2026-10-29
Bullseye Investment Management, LLC
INCREASED256,756219,709+37,047+17%$4.6M$5.2M+$590.2K2026-10-29
3Edge Asset Management, LP
INCREASED244,789151,527+93,262+62%$3.2M$5.0M+$1.8M2026-10-30
ARQ Wealth Advisors, LLC
INCREASED243,215206,520+36,695+18%$4.4M$4.9M+$572.2K2026-10-29
Thrive Capital Management, LLC
INCREASED241,657230,760+10,897+5%$4.9M$4.9M+$50.7K2026-10-28
HFG Wealth Management, LLC
UNCHANGED240,859240,85900%$5.1M$5.1M$02026-10-16
Thor Trading Advisors, LLC
DECREASED224,385294,537-70,152-24%$6.2M$4.6M-$1.6M2026-11-05
Insight Advisors, LLC/ PA
INCREASED210,367165,895+44,472+27%$3.5M$4.3M+$780.9K2026-10-22
Retirement Guys Formula LLC
INCREASED183,213142,918+40,295+28%$3.0M$3.7M+$713.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED179,971209,742-29,771-14%$4.4M$3.7M-$760.0K2026-11-02
Bison Wealth, LLC
INCREASED153,93498,586+55,348+56%$2.1M$3.1M+$1.0M2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED152,795133,196+19,599+15%$2.8M$3.1M+$299.7K2026-10-27
Mission Financial Group, LLC
DECREASED138,998141,149-2,151-2%$3.0M$2.8M-$148.2K2026-10-21
Asset One Wealth Management LLC
INCREASED118,613107,763+10,850+10%$2.2M$2.4M+$169.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED104,691105,094-4030%$2.2M$2.1M-$119.5K2026-10-13
Corrado Advisors, LLC
INCREASED95,87486,787+9,087+10%$1.8M$1.9M+$120.4K2026-10-27
Accurate Wealth Management, LLC
INCREASED85,96311,090+74,873+675%$233.1K$1.7M+$1.5M2026-10-20
Rockport Wealth LLC
INCREASED83,81881,420+2,398+3%$1.7M$1.7M-$11.5K2026-11-03
Marion Wealth Management
INCREASED80,75676,289+4,467+6%$1.6M$1.6M+$34.3K2026-10-22
SBI Securities Co., Ltd.
INCREASED75,99255,267+20,725+38%$1.2M$1.5M+$380.2K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED70,55764,668+5,889+9%$1.4M$1.4M+$71.8K2026-10-23
Alessandra Capital Management, LLC
NEW62,269—+62,269——$1.3M—2026-10-30
MTM Investment Management, LLC
UNCHANGED61,85561,85500%$1.3M$1.3M-$45.8K2026-10-30
Greenwood Capital Associates LLC
INCREASED56,24841,328+14,920+36%$870.4K$1.1M+$272.6K2026-10-27
Clear Creek Financial Management, LLC
INCREASED52,34450,554+1,790+4%$1.1M$1.1M-$1.0K2026-10-28
D.A. Davidson & Co.
INCREASED46,78346,474+309+1%$978.8K$950.6K-$28.1K2026-10-28
Independent Financial Group, LLC
DECREASED41,99071,303-29,313-41%$1.5M$853.2K-$648.4K2026-10-13
Northcape Wealth Management, LLC
DECREASED41,68444,908-3,224-7%$945.8K$847.0K-$98.7K2026-11-04
Encompass More Asset Management
INCREASED39,78228,583+11,199+39%$602.0K$808.4K+$206.4K2026-10-16
180 Wealth Advisors, LLC
INCREASED39,47622,798+16,678+73%$480.1K$802.2K+$322.0K2026-11-03
BOS Asset Management, LLC
INCREASED35,81635,715+101+0%$752.2K$727.8K-$24.4K2026-10-09
Triumph Capital Management
INCREASED32,72132,027+694+2%$674.5K$664.9K-$9.6K2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED32,00030,750+1,250+4%$647.6K$650.2K+$2.6K2026-11-03
Partners Wealth Management, LLC
NEW31,161—+31,161——$633.2K—2026-10-28
Simplicity Wealth,LLC
NEW30,387—+30,387——$617.5K—2026-10-23
Oppenheimer & Co Inc
INCREASED29,81529,665+150+1%$624.7K$605.8K-$18.9K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED29,66721,343+8,324+39%$449.5K$602.8K+$153.4K2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED28,75028,75000%$605.5K$584.2K-$21.3K2026-10-14
Independent Wealth Network Inc.
INCREASED28,33224,131+4,201+17%$508.2K$575.7K+$67.5K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
DECREASED27,08644,093-17,007-39%$928.6K$550.4K-$378.2K2026-10-15
Brookstone Capital Management
INCREASED24,42322,325+2,098+9%$470.2K$496.3K+$26.1K2026-10-22
Integrity Alliance, Llc.
NEW22,822—+22,822——$463.8K—2026-10-29
Altium Investment Strategies LLC
NEW22,423—+22,423——$452.1K—2026-10-20
Prospera Financial Services Inc
INCREASED21,79019,074+2,716+14%$401.8K$412.3K+$10.5K2026-11-04
Cherry Creek Investment Advisors, Inc.
DECREASED20,42921,237-808-4%$447.3K$415.1K-$32.1K2026-10-14
Cambridge Advisors Inc.
INCREASED18,63117,914+717+4%$377.3K$378.6K+$1.3K2026-10-19
RiverTree Advisors, LLC
DECREASED17,67117,995-324-2%$379.0K$359.1K-$19.9K2026-10-13
MGO One Seven LLC
INCREASED17,12716,918+209+1%$356.3K$348.0K-$8.3K2026-10-28
Archer Investment Corp
DECREASED15,08116,016-935-6%$337.3K$306.4K-$30.9K2026-11-05
Wedbush Securities Inc
DECREASED15,00615,021-150%$316.0K$305.0K-$11.0K2026-10-22
Global Assets Advisory, LLC
UNCHANGED14,68914,68900%$305.4K$294.7K-$10.7K2026-10-28
Reyes Financial Architecture, Inc.
INCREASED14,4212,120+12,301+580%$44.6K$293.0K+$248.4K2026-10-22
G&S Capital LLC
INCREASED14,39412,410+1,984+16%$261.3K$292.5K+$31.2K2026-10-23
Capital Asset Advisory Services LLC
INCREASED14,1769,906+4,270+43%$208.6K$277.8K+$69.2K2026-10-30
Intrua Financial, LLC
DECREASED13,62714,410-783-5%$303.5K$276.9K-$26.6K2026-10-28
Capital CS Group, LLC
NEW13,446—+13,446——$273.2K—2026-10-29
Columbia Advisory Partners LLC
INCREASED13,28712,552+735+6%$264.3K$270.0K+$5.6K2026-10-15
Horizon Advisory Services, Inc.
DECREASED12,96013,241-281-2%$278.9K$263.3K-$15.5K2026-10-29
Saxon Interests, Inc.
NEW12,823—+12,823——$260.6K—2026-10-26
Chiron Capital Management, LLC
DECREASED11,64611,771-125-1%$247.9K$236.6K-$11.3K2026-10-15
Stirlingshire Investments, Inc.
DECREASED11,36712,731-1,364-11%$268.1K$231.0K-$37.1K2026-11-05
Steinberganna Wealth Management
NEW10,780—+10,780——$219.1K—2026-10-23
QP Wealth Management, LLC
DECREASED10,70410,928-224-2%$230.1K$217.5K-$12.6K2026-10-20
Creative Financial Designs Inc
INCREASED9,8149,700+114+1%$204.3K$199.4K-$4.9K2026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED5,8295,494+335+6%$115.7K$118.5K+$2.7K2026-10-30
IFP Advisors, Inc
DECREASED5,1805,280-100-2%$111.2K$105.3K-$5.9K2026-10-16
Farther Finance Advisors, LLC
INCREASED2,555165+2,390+1448%$3.5K$51.9K+$48.4K2026-10-08
Private Trust Co NA
UNCHANGED2,3292,32900%$49.0K$47.3K-$1.7K2026-10-20
Nfsg Corp
INCREASED2,0521,100+952+87%$23.2K$41.7K+$18.5K2026-10-15
Financial Network Wealth Advisors LLC
NEW866—+866——$17.6K—2026-10-28
Ashton Thomas Private Wealth, LLC
NEW397—+397——$8.1K—2026-11-03
Fifth Third Bancorp
DECREASED272556-284-51%$11.7K$5.5K-$6.2K2026-11-05
Lanark Financial, Inc.
UNCHANGED20020000%$4.2K$4.1K-$1482026-10-26
CoreCap Advisors, LLC
UNCHANGED19819800%$4.2K$4.0K-$1472026-10-08
Capital Investment Advisory Services, LLC
CLOSED017,707-17,707-100%$372.9K$0-$372.9K2026-10-30
Sulzberger Capital Advisors, Inc.
CLOSED010,440-10,440-100%$219.9K$0-$219.9K2026-10-20
Kestra Private Wealth Services, LLC
CLOSED09,699-9,699-100%$204.3K$0-$204.3K2026-10-30
Wealth Enhancement Trust Services, Inc.
CLOSED03,218-3,218-100%$67.8K$0-$67.8K2026-10-07
Torren Management, LLC
CLOSED02,121-2,121-100%$44.7K$0-$44.7K2026-10-29
Simplex Trading, LLC
CLOSED0358-358-100%$7.5K$0-$7.5K2026-11-04
LPL Financial LLC
N/A—3,010,754-3,010,754-100%$63.4M———
Envestnet Asset Management Inc
N/A—1,341,776-1,341,776-100%$28.3M———
Cetera Investment Advisers
N/A—719,977-719,977-100%$15.2M———
Hilton Capital Management, LLC
N/A—602,983-602,983-100%$12.7M———
Osaic Holdings, Inc.
N/A—429,350-429,350-100%$9.0M———
Cavalier Investments, LLC
N/A—323,655-323,655-100%$6.8M———
Integrated Wealth Concepts LLC
N/A—218,594-218,594-100%$4.6M———
Principal Securities, Inc.
N/A—202,438-202,438-100%$4.3M———
Sanctuary Advisors, LLC
N/A—183,777-183,777-100%$3.9M———
Janney Montgomery Scott LLC
N/A—168,854-168,854-100%$3.6M———
Snowden Capital Advisors LLC
N/A—156,008-156,008-100%$3.3M———
Cary Street Partners Financial LLC
N/A—118,222-118,222-100%$2.5M———
Prostatis Group LLC
N/A—114,496-114,496-100%$2.4M———
HighTower Advisors, LLC
N/A—101,376-101,376-100%$2.1M———
SHP Wealth Management
N/A—100,621-100,621-100%$2.1M———
Delta Investment Management, LLC
N/A—96,364-96,364-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—87,337-87,337-100%$1.8M———
NewEdge Advisors, LLC
N/A—76,743-76,743-100%$1.6M———
Mutual Advisors, LLC
N/A—72,221-72,221-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—63,849-63,849-100%$1.3M———
World Investment Advisors
N/A—61,377-61,377-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—55,606-55,606-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—47,363-47,363-100%$997.5K———
Harbour Investments, Inc.
N/A—47,020-47,020-100%$990.2K———
Susquehanna International Group, LLP
N/A—43,073-43,073-100%$907.1K———
First Trust Advisors LP
N/A—40,545-40,545-100%$853.9K———
MAI Capital Management
N/A—37,222-37,222-100%$783.9K———
Benjamin Edwards Inc
N/A—35,116-35,116-100%$739.4K———
Centaurus Financial, Inc.
N/A—34,303-34,303-100%$722.0K———
MML Investors Services, LLC
N/A—30,042-30,042-100%$632.7K———
Kingsview Wealth Management, LLC
N/A—29,999-29,999-100%$631.8K———
Great Valley Advisor Group, Inc.
N/A—29,553-29,553-100%$622.4K———
Old Mission Capital LLC
N/A—28,838-28,838-100%$607.3K———
Mariner, LLC
N/A—28,757-28,757-100%$605.6K———
Arax Advisory Partners
N/A—22,673-22,673-100%$477.5K———
Collaborative Wealth Managment Inc.
N/A—22,366-22,366-100%$471.0K———
Pine Valley Investments Ltd Liability Co
N/A—22,322-22,322-100%$470.1K———
Legacy Wealth Managment, LLC
N/A—22,164-22,164-100%$466.8K———
Pinnacle Financial Partners, Inc.
N/A—22,058-22,058-100%$464.6K———
Luken Investment Analytics, LLC
N/A—22,026-22,026-100%$463.9K———
Transcend Capital Advisors, LLC
N/A—21,500-21,500-100%$452.8K———
Hamilton Wealth, LLC
N/A—21,376-21,376-100%$450.2K———
Private Advisor Group, LLC
N/A—20,795-20,795-100%$438.0K———
Novak & Powell Financial Services, Inc.
N/A—18,600-18,600-100%$391.7K———
Envestnet Portfolio Solutions, Inc.
N/A—18,095-18,095-100%$381.1K———
&partners
N/A—17,961-17,961-100%$378.3K———
Insigneo Advisory Services, LLC
N/A—17,200-17,200-100%$362.2K———
Arkadios Wealth Advisors
N/A—17,102-17,102-100%$360.2K———
Exit Wealth Advisors, Llc.
N/A—14,438-14,438-100%$304.1K———
IFG Advisory, LLC
N/A—13,138-13,138-100%$276.7K———
Advisory Services Network, LLC
N/A—12,945-12,945-100%$272.6K———
Manhattan West Asset Management, LLC
N/A—12,937-12,937-100%$272.5K———
OneDigital Investment Advisors LLC
N/A—12,821-12,821-100%$270.0K———
Kovack Advisors, Inc.
N/A—12,122-12,122-100%$250.8K———
IHT Wealth Management, LLC
N/A—10,621-10,621-100%$223.7K———
Steward Partners Investment Advisory, LLC
N/A—10,517-10,517-100%$221.5K———
Stonebridge Financial Planning Group, LLC
N/A—10,211-10,211-100%$215.0K———
Stephens Inc
N/A—9,594-9,594-100%$202.1K———
Allied Private Wealth LLC
N/A—8,806-8,806-100%$184.1K———
UBS Group AG
N/A—6,761-6,761-100%$142.4K———
Global Retirement Partners, LLC
N/A—6,246-6,246-100%$131.5K———
Morgan Stanley
N/A—4,678-4,678-100%$98.5K———
BFC Planning, Inc.
N/A—4,549-4,549-100%$95.8K———
Geneos Wealth Management Inc.
N/A—1,878-1,878-100%$39.6K———
Northwestern Mutual Wealth Management Co
N/A—1,689-1,689-100%$35.6K———
Swan Capital LLC
N/A—1,605-1,605-100%$33.8K———
IMA Advisory Services, Inc.
N/A—1,075-1,075-100%$22.6K———
Advisors Preferred, LLC
N/A—718-718-100%$15.2K———
AE Wealth Management LLC
N/A—502-502-100%$10.6K———
Founders Financial Alliance, LLC
N/A—235-235-100%$4.9K———
Allworth Financial LP
N/A—210-210-100%$4.4K———
Rockefeller Capital Management L.P.
N/A—91-91-100%$1.9K———
Royal Bank of Canada
N/A—78-78-100%$2.0K———
JPMorgan Chase & Co
N/A—3-3-100%$80———
Wells Fargo & Company
N/A—00—$6———
Showing 158 of 158 institutions