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First Trust SNR FL RT Inc II (FCT)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
DECREASED
Shares1,183,843 from 1,244,886
Change-61,043 (-5%)
Value$11.4M (-$564.8K)
Filed 2026-08-13
Penserra Capital Management LLC
INCREASED
Shares736,401 from 708,328
Change+28,073 (+4%)
Value$7.1M (+$7.1M)
Filed 2026-08-13
Advisors Asset Management, Inc.
DECREASED
Shares582,569 from 693,692
Change-111,123 (-16%)
Value$5.6M (-$1.1M)
Filed 2026-08-14
Invesco Ltd.
DECREASED
Shares548,313 from 564,547
Change-16,234 (-3%)
Value$5.3M (-$145.5K)
Filed 2026-08-14
Edgemoor Investment Advisors, Inc.
DECREASED
Shares481,824 from 487,589
Change-5,765 (-1%)
Value$4.7M (-$45.9K)
Filed 2026-08-07
Bank of America Corp
DECREASED
Shares473,244 from 515,236
Change-41,992 (-8%)
Value$4.6M (-$395.3K)
Filed 2026-08-14
Almitas Capital LLC
INCREASED
Shares466,072 from 382,863
Change+83,209 (+22%)
Value$4.5M (+$811.5K)
Filed 2026-08-17
Raymond James Financial Inc
DECREASED
Shares407,522 from 418,605
Change-11,083 (-3%)
Value$3.9M (-$98.7K)
Filed 2026-08-14
LPL Financial LLC
DECREASED
Shares326,115 from 402,053
Change-75,938 (-19%)
Value$3.2M (-$725.5K)
Filed 2026-08-07
Ameriprise Financial Inc
DECREASED
Shares299,197 from 603,452
Change-304,255 (-50%)
Value$2.9M (-$2.9M)
Filed 2026-08-14
SIT Investment Associates Inc
INCREASED
Shares276,336 from 85,914
Change+190,422 (+222%)
Value$2.7M (+$2.7M)
Filed 2026-08-12
D.A. Davidson & Co.
INCREASED
Shares258,137 from 252,296
Change+5,841 (+2%)
Value$2.5M (+$61.5K)
Filed 2026-07-24
UBS Group AG
DECREASED
Shares210,558 from 227,213
Change-16,655 (-7%)
Value$2.0M (-$156.3K)
Filed 2026-08-13
Focus Partners Wealth
DECREASED
Shares162,321 from 217,576
Change-55,255 (-25%)
Value$1.6M (-$529.4K)
Filed 2026-08-12
Logan Stone Capital, LLC
INCREASED
Shares161,408 from 153,708
Change+7,700 (+5%)
Value$1.6M (+$77.5K)
Filed 2026-08-14
Guggenheim Capital LLC
DECREASED
Shares145,694 from 202,051
Change-56,357 (-28%)
Value$1.4M (-$540.4K)
Filed 2026-08-12
Stifel Financial Corp
INCREASED
Shares143,019 from 135,937
Change+7,082 (+5%)
Value$1.4M (+$71.1K)
Filed 2026-08-12
1607 Capital Partners, LLC
INCREASED
Shares131,784 from 94,819
Change+36,965 (+39%)
Value$1.3M (+$359.0K)
Filed 2026-09-02
Wells Fargo & Company
DECREASED
Shares123,704 from 133,183
Change-9,479 (-7%)
Value$1.2M (-$88.9K)
Filed 2026-08-14
Hourglass Capital, LLC
DECREASED
Shares111,800 from 113,800
Change-2,000 (-2%)
Value$1.1M (-$17.0K)
Filed 2026-07-30
Balyasny Asset Management L.P.
DECREASED
Shares111,522 from 111,622
Change-100 (0%)
Value$1.1M (+$1.3K)
Filed 2026-08-14
CSS LLC
INCREASED
Shares106,858 from 17,603
Change+89,255 (+507%)
Value$1.0M (+$862.6K)
Filed 2026-08-14
Royal Bank of Canada
DECREASED
Shares99,957 from 103,767
Change-3,810 (-4%)
Value$965.0K (-$35.0K)
Filed 2026-08-14
Cetera Investment Advisers
INCREASED
Shares73,003 from 65,666
Change+7,337 (+11%)
Value$705.2K (+$72.2K)
Filed 2026-08-12
International Assets Investment Management, LLC
INCREASED
Shares72,261 from 53,039
Change+19,222 (+36%)
Value$693.7K (+$189.3K)
Filed 2026-07-22
Beverly Hills Private Wealth, LLC
NEW
Shares71,217
Change+71,217
Value$688.0K
Filed 2026-08-07
Verity Asset Management, Inc.
DECREASED
Shares68,826 from 69,543
Change-717 (-1%)
Value$664.9K (-$5.5K)
Filed 2026-08-13
Janney Montgomery Scott LLC
INCREASED
Shares67,298 from 66,948
Change+350 (+1%)
Value$650.0K (+$649.4K)
Filed 2026-08-05
Absolute Investment Advisers, LLC
NEW
Shares66,089
Change+66,089
Value$638.4K
Filed 2026-07-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares64,991 from 56,834
Change+8,157 (+14%)
Value$628.0K (+$627.5K)
Filed 2026-07-30
Shufro Rose & Co LLC
DECREASED
Shares62,300 from 72,300
Change-10,000 (-14%)
Value$601.8K (-$95.2K)
Filed 2026-08-12
Osaic Holdings, Inc.
DECREASED
Shares56,724 from 57,075
Change-351 (-1%)
Value$548.0K (-$2.3K)
Filed 2026-08-14
Commonwealth Equity Services, LLC
INCREASED
Shares52,717 from 48,302
Change+4,415 (+9%)
Value$509.2K (+$43.6K)
Filed 2026-07-29
Yakira Capital Management, Inc.
UNCHANGED
Shares48,783 from 48,783
Change0 (0%)
Value$471.2K (+$976)
Filed 2026-08-13
Rockefeller Capital Management L.P.
UNCHANGED
Shares47,881 from 47,881
Change0 (0%)
Value$462.5K (+$958)
Filed 2026-08-13
Everstar Asset Management, LLC
UNCHANGED
Shares40,545 from 40,545
Change0 (0%)
Value$391.7K (+$811)
Filed 2026-08-03
Virtus Investment Advisers, LLC
DECREASED
Shares40,444 from 51,545
Change-11,101 (-22%)
Value$390.7K (-$106.2K)
Filed 2026-08-11
Genesis Financial Group, LLC
DECREASED
Shares40,057 from 43,114
Change-3,057 (-7%)
Value$387.0K (-$28.7K)
Filed 2026-08-14
Readystate Asset Management LP
NEW
Shares38,844
Change+38,844
Value$375.2K
Filed 2026-08-14
Geneos Wealth Management Inc.
INCREASED
Shares34,596 from 34,296
Change+300 (+1%)
Value$334.2K (+$3.6K)
Filed 2026-08-06
Quarry LP
NEW
Shares27,306
Change+27,306
Value$263.8K
Filed 2026-08-14
Strategic Financial Concepts, LLC
DECREASED
Shares26,200 from 26,400
Change-200 (-1%)
Value$253.1K (-$1.4K)
Filed 2026-07-28
RFG Advisory, LLC
INCREASED
Shares24,055 from 23,196
Change+859 (+4%)
Value$232.4K (+$8.8K)
Filed 2026-07-15
Apriem Advisors
INCREASED
Shares23,500 from 21,000
Change+2,500 (+12%)
Value$227.0K (+$24.6K)
Filed 2026-08-14
Prospera Financial Services Inc
NEW
Shares23,343
Change+23,343
Value$225.5K
Filed 2026-07-15
Ethos Financial Group, LLC
INCREASED
Shares22,775 from 21,449
Change+1,326 (+6%)
Value$220.0K (+$4.0K)
Filed 2026-08-07
Uhlmann Price Securities, LLC
INCREASED
Shares20,852 from 20,246
Change+606 (+3%)
Value$201.4K (+$6.3K)
Filed 2026-07-24
SeaCrest Wealth Management, LLC
INCREASED
Shares19,367 from 18,182
Change+1,185 (+7%)
Value$187.1K (+$11.8K)
Filed 2026-07-09
Kestra Advisory Services, LLC
INCREASED
Shares18,586 from 18,083
Change+503 (+3%)
Value$179.5K (+$5.2K)
Filed 2026-07-28
Wescap Management Group, Inc.
UNCHANGED
Shares18,111 from 18,111
Change0 (0%)
Value$175.0K (+$362)
Filed 2026-08-11
Sunpointe, LLC
UNCHANGED
Shares17,697 from 17,697
Change0 (0%)
Value$171.0K (+$354)
Filed 2026-07-24
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares17,097 from 17,097
Change0 (0%)
Value$165.2K (+$342)
Filed 2026-07-27
Advisory Solutions Group, LLC
NEW
Shares16,340
Change+16,340
Value$157.8K
Filed 2026-07-29
MAI Capital Management
INCREASED
Shares15,645 from 2,700
Change+12,945 (+479%)
Value$151.1K (+$125.1K)
Filed 2026-08-14
NWF Advisory Services Inc.
UNCHANGED
Shares15,537 from 15,537
Change0 (0%)
Value$150.1K (+$310)
Filed 2026-07-29
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares15,161 from 15,161
Change0 (0%)
Value$146.5K (+$303)
Filed 2026-07-27
Virtu Financial LLC
NEW
Shares13,983
Change+13,983
Value$135.0K
Filed 2026-08-13
XTX Topco Ltd
NEW
Shares13,606
Change+13,606
Value$131.4K
Filed 2026-08-14
Concurrent Investment Advisors, LLC
INCREASED
Shares12,850 from 12,200
Change+650 (+5%)
Value$124.1K (+$6.5K)
Filed 2026-07-27
Helium Advisors LLC
INCREASED
Shares12,737 from 12,404
Change+333 (+3%)
Value$123.0K (+$3.5K)
Filed 2026-08-11
Advisory Advocates, LLC
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$121.7K (+$252)
Filed 2026-08-10
Alteri Wealth LLC
UNCHANGED
Shares10,370 from 10,370
Change0 (0%)
Value$100.2K (+$207)
Filed 2026-07-29
Global Retirement Partners, LLC
NEW
Shares9,182
Change+9,182
Value$88.7K
Filed 2026-08-06
Cullen T Bankers, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$77.3K (+$160)
Filed 2026-07-27
Quantum Portfolio Management LLC
NEW
Shares4,679
Change+4,679
Value$45.2K
Filed 2026-08-14
Lanark Financial, Inc.
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$38.7K (+$80)
Filed 2026-07-21
CoreCap Advisors, LLC
INCREASED
Shares3,441 from 1,741
Change+1,700 (+98%)
Value$33.2K (+$16.5K)
Filed 2026-07-06
Clearstead Advisors, LLC
NEW
Shares2,875
Change+2,875
Value$27.8K
Filed 2026-08-06
CX Institutional
DECREASED
Shares2,738 from 23,913
Change-21,175 (-89%)
Value$26 (-$205)
Filed 2026-07-02
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$24.0K (+$50)
Filed 2026-08-13
Axiom Investment Management LLC
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$21.3K (+$45)
Filed 2026-07-31
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$18.3K (+$37)
Filed 2026-08-07
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$13.4K (+$126)
Filed 2026-07-27
Whittier Trust Co
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$13.0K (+$190)
Filed 2026-07-28
IFP Advisors, Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$11.6K (+$24)
Filed 2026-07-20
Harbour Investments, Inc.
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$11.3K (+$24)
Filed 2026-08-12
Princeton Global Asset Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$8.7K (+$18)
Filed 2026-07-16
WPG Advisers, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$8.1K (+$17)
Filed 2026-08-06
Highline Wealth Partners LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$7.7K (+$16)
Filed 2026-07-15
Fifth Third Bancorp
INCREASED
Shares677 from 379
Change+298 (+79%)
Value$6.5K (+$2.9K)
Filed 2026-08-05
BNP Paribas Financial Markets
DECREASED
Shares617 from 907
Change-290 (-32%)
Value$6.0K (-$2.8K)
Filed 2026-08-13
Arax Advisory Partners
NEW
Shares418
Change+418
Value$4.0K
Filed 2026-08-10
CoreFirst Bank & Trust
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$3.0K (+$6)
Filed 2026-08-05
Whittier Trust Co of Nevada Inc
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$2.9K (+$49)
Filed 2026-07-28
Salomon & Ludwin, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$1.1K (+$15)
Filed 2026-08-07
Farther Finance Advisors, LLC
DECREASED
Shares66 from 116
Change-50 (-43%)
Value$638 (-$465)
Filed 2026-07-17
BlackRock, Inc.
DECREASED
Shares1 from 296
Change-295 (-100%)
Value$8 (-$2.8K)
Filed 2026-08-07
Huntington National Bank
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 ($0)
Filed 2026-08-13
Independent Advisor Alliance
CLOSED
Shares0 from 110,815
Change-110,815 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-12
Baird Financial Group, Inc.
CLOSED
Shares0 from 69,046
Change-69,046 (-100%)
Value$0 (-$665.6K)
Filed 2026-08-12
Nations Financial Group Inc,
CLOSED
Shares0 from 11,922
Change-11,922 (-100%)
Value$0 (-$114.9K)
Filed 2026-07-23
Sanctuary Advisors, LLC
CLOSED
Shares0 from 10,790
Change-10,790 (-100%)
Value$0 (-$104.0K)
Filed 2026-08-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 10,601
Change-10,601 (-100%)
Value$0 (-$102.2K)
Filed 2026-08-14
Mosley Wealth Management
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$7.3K)
Filed 2026-07-23
Advisory Services Network, LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$4.7K)
Filed 2026-08-12
Allworth Financial LP
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$3.9K)
Filed 2026-08-11
Creative Capital Management Investments LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$2.4K)
Filed 2026-07-24
CWM, LLC
N/A
Shares— from 26,346
Change-26,346 (-100%)
Value—
Status
Morgan Stanley
DECREASED1,183,8431,244,886-61,043-5%$12.0M$11.4M-$564.8K2026-08-13
Penserra Capital Management LLC
INCREASED736,401708,328+28,073+4%$6.8K$7.1M+$7.1M2026-08-13
Advisors Asset Management, Inc.
DECREASED582,569693,692-111,123-16%$6.7M$5.6M-$1.1M2026-08-14
Invesco Ltd.
DECREASED548,313564,547-16,234-3%$5.4M$5.3M-$145.5K2026-08-14
Edgemoor Investment Advisors, Inc.
DECREASED481,824487,589-5,765-1%$4.7M$4.7M-$45.9K2026-08-07
Bank of America Corp
DECREASED473,244515,236-41,992-8%$5.0M$4.6M-$395.3K2026-08-14
Almitas Capital LLC
INCREASED466,072382,863+83,209+22%$3.7M$4.5M+$811.5K2026-08-17
Raymond James Financial Inc
DECREASED407,522418,605-11,083-3%$4.0M$3.9M-$98.7K2026-08-14
LPL Financial LLC
DECREASED326,115402,053-75,938-19%$3.9M$3.2M-$725.5K2026-08-07
Ameriprise Financial Inc
DECREASED299,197603,452-304,255-50%$5.8M$2.9M-$2.9M2026-08-14
SIT Investment Associates Inc
INCREASED276,33685,914+190,422+222%$828$2.7M+$2.7M2026-08-12
D.A. Davidson & Co.
INCREASED258,137252,296+5,841+2%$2.4M$2.5M+$61.5K2026-07-24
UBS Group AG
DECREASED210,558227,213-16,655-7%$2.2M$2.0M-$156.3K2026-08-13
Focus Partners Wealth
DECREASED162,321217,576-55,255-25%$2.1M$1.6M-$529.4K2026-08-12
Logan Stone Capital, LLC
INCREASED161,408153,708+7,700+5%$1.5M$1.6M+$77.5K2026-08-14
Guggenheim Capital LLC
DECREASED145,694202,051-56,357-28%$1.9M$1.4M-$540.4K2026-08-12
Stifel Financial Corp
INCREASED143,019135,937+7,082+5%$1.3M$1.4M+$71.1K2026-08-12
1607 Capital Partners, LLC
INCREASED131,78494,819+36,965+39%$914.1K$1.3M+$359.0K2026-09-02
Wells Fargo & Company
DECREASED123,704133,183-9,479-7%$1.3M$1.2M-$88.9K2026-08-14
Hourglass Capital, LLC
DECREASED111,800113,800-2,000-2%$1.1M$1.1M-$17.0K2026-07-30
Balyasny Asset Management L.P.
DECREASED111,522111,622-1000%$1.1M$1.1M+$1.3K2026-08-14
CSS LLC
INCREASED106,85817,603+89,255+507%$169.7K$1.0M+$862.6K2026-08-14
Royal Bank of Canada
DECREASED99,957103,767-3,810-4%$1.0M$965.0K-$35.0K2026-08-14
Cetera Investment Advisers
INCREASED73,00365,666+7,337+11%$633.0K$705.2K+$72.2K2026-08-12
International Assets Investment Management, LLC
INCREASED72,26153,039+19,222+36%$504.4K$693.7K+$189.3K2026-07-22
Beverly Hills Private Wealth, LLC
NEW71,217—+71,217——$688.0K—2026-08-07
Verity Asset Management, Inc.
DECREASED68,82669,543-717-1%$670.4K$664.9K-$5.5K2026-08-13
Janney Montgomery Scott LLC
INCREASED67,29866,948+350+1%$645$650.0K+$649.4K2026-08-05
Absolute Investment Advisers, LLC
NEW66,089—+66,089——$638.4K—2026-07-21
Cambridge Investment Research Advisors, Inc.
INCREASED64,99156,834+8,157+14%$548$628.0K+$627.5K2026-07-30
Shufro Rose & Co LLC
DECREASED62,30072,300-10,000-14%$697.0K$601.8K-$95.2K2026-08-12
Osaic Holdings, Inc.
DECREASED56,72457,075-351-1%$550.2K$548.0K-$2.3K2026-08-14
Commonwealth Equity Services, LLC
INCREASED52,71748,302+4,415+9%$465.6K$509.2K+$43.6K2026-07-29
Yakira Capital Management, Inc.
UNCHANGED48,78348,78300%$470.3K$471.2K+$9762026-08-13
Rockefeller Capital Management L.P.
UNCHANGED47,88147,88100%$461.6K$462.5K+$9582026-08-13
Everstar Asset Management, LLC
UNCHANGED40,54540,54500%$390.9K$391.7K+$8112026-08-03
Virtus Investment Advisers, LLC
DECREASED40,44451,545-11,101-22%$496.9K$390.7K-$106.2K2026-08-11
Genesis Financial Group, LLC
DECREASED40,05743,114-3,057-7%$415.6K$387.0K-$28.7K2026-08-14
Readystate Asset Management LP
NEW38,844—+38,844——$375.2K—2026-08-14
Geneos Wealth Management Inc.
INCREASED34,59634,296+300+1%$330.6K$334.2K+$3.6K2026-08-06
Quarry LP
NEW27,306—+27,306——$263.8K—2026-08-14
Strategic Financial Concepts, LLC
DECREASED26,20026,400-200-1%$254.5K$253.1K-$1.4K2026-07-28
RFG Advisory, LLC
INCREASED24,05523,196+859+4%$223.6K$232.4K+$8.8K2026-07-15
Apriem Advisors
INCREASED23,50021,000+2,500+12%$202.4K$227.0K+$24.6K2026-08-14
Prospera Financial Services Inc
NEW23,343—+23,343——$225.5K—2026-07-15
Ethos Financial Group, LLC
INCREASED22,77521,449+1,326+6%$216.0K$220.0K+$4.0K2026-08-07
Uhlmann Price Securities, LLC
INCREASED20,85220,246+606+3%$195.2K$201.4K+$6.3K2026-07-24
SeaCrest Wealth Management, LLC
INCREASED19,36718,182+1,185+7%$175.3K$187.1K+$11.8K2026-07-09
Kestra Advisory Services, LLC
INCREASED18,58618,083+503+3%$174.3K$179.5K+$5.2K2026-07-28
Wescap Management Group, Inc.
UNCHANGED18,11118,11100%$174.6K$175.0K+$3622026-08-11
Sunpointe, LLC
UNCHANGED17,69717,69700%$170.6K$171.0K+$3542026-07-24
Kingswood Wealth Advisors, LLC
UNCHANGED17,09717,09700%$164.8K$165.2K+$3422026-07-27
Advisory Solutions Group, LLC
NEW16,340—+16,340——$157.8K—2026-07-29
MAI Capital Management
INCREASED15,6452,700+12,945+479%$26.0K$151.1K+$125.1K2026-08-14
NWF Advisory Services Inc.
UNCHANGED15,53715,53700%$149.8K$150.1K+$3102026-07-29
Moss Adams Wealth Advisors LLC
UNCHANGED15,16115,16100%$146.2K$146.5K+$3032026-07-27
Virtu Financial LLC
NEW13,983—+13,983——$135.0K—2026-08-13
XTX Topco Ltd
NEW13,606—+13,606——$131.4K—2026-08-14
Concurrent Investment Advisors, LLC
INCREASED12,85012,200+650+5%$117.6K$124.1K+$6.5K2026-07-27
Helium Advisors LLC
INCREASED12,73712,404+333+3%$119.6K$123.0K+$3.5K2026-08-11
Advisory Advocates, LLC
UNCHANGED12,60012,60000%$121.5K$121.7K+$2522026-08-10
Alteri Wealth LLC
UNCHANGED10,37010,37000%$100.0K$100.2K+$2072026-07-29
Global Retirement Partners, LLC
NEW9,182—+9,182——$88.7K—2026-08-06
Cullen T Bankers, Inc.
UNCHANGED8,0008,00000%$77.1K$77.3K+$1602026-07-27
Quantum Portfolio Management LLC
NEW4,679—+4,679——$45.2K—2026-08-14
Lanark Financial, Inc.
UNCHANGED4,0054,00500%$38.6K$38.7K+$802026-07-21
CoreCap Advisors, LLC
INCREASED3,4411,741+1,700+98%$16.8K$33.2K+$16.5K2026-07-06
Clearstead Advisors, LLC
NEW2,875—+2,875——$27.8K—2026-08-06
CX Institutional
DECREASED2,73823,913-21,175-89%$231$26-$2052026-07-02
Steward Partners Investment Advisory, LLC
UNCHANGED2,4822,48200%$23.9K$24.0K+$502026-08-13
Axiom Investment Management LLC
UNCHANGED2,2102,21000%$21.3K$21.3K+$452026-07-31
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,8931,89300%$18.2K$18.3K+$372026-08-07
TD Waterhouse Canada Inc.
UNCHANGED1,4001,40000%$13.3K$13.4K+$1262026-07-27
Whittier Trust Co
UNCHANGED1,3581,35800%$12.8K$13.0K+$1902026-07-28
IFP Advisors, Inc
UNCHANGED1,2001,20000%$11.6K$11.6K+$242026-07-20
Harbour Investments, Inc.
UNCHANGED1,1691,16900%$11.3K$11.3K+$242026-08-12
Princeton Global Asset Management LLC
UNCHANGED90090000%$8.7K$8.7K+$182026-07-16
WPG Advisers, LLC
UNCHANGED83983900%$8.1K$8.1K+$172026-08-06
Highline Wealth Partners LLC
UNCHANGED80080000%$7.7K$7.7K+$162026-07-15
Fifth Third Bancorp
INCREASED677379+298+79%$3.7K$6.5K+$2.9K2026-08-05
BNP Paribas Financial Markets
DECREASED617907-290-32%$8.7K$6.0K-$2.8K2026-08-13
Arax Advisory Partners
NEW418—+418——$4.0K—2026-08-10
CoreFirst Bank & Trust
UNCHANGED31231200%$3.0K$3.0K+$62026-08-05
Whittier Trust Co of Nevada Inc
UNCHANGED30630600%$2.9K$2.9K+$492026-07-28
Salomon & Ludwin, LLC
UNCHANGED11211200%$1.1K$1.1K+$152026-08-07
Farther Finance Advisors, LLC
DECREASED66116-50-43%$1.1K$638-$4652026-07-17
BlackRock, Inc.
DECREASED1296-295-100%$2.9K$8-$2.8K2026-08-07
Huntington National Bank
UNCHANGED1100%$10$10$02026-08-13
Independent Advisor Alliance
CLOSED0110,815-110,815-100%$1.1M$0-$1.1M2026-08-12
Baird Financial Group, Inc.
CLOSED069,046-69,046-100%$665.6K$0-$665.6K2026-08-12
Nations Financial Group Inc,
CLOSED011,922-11,922-100%$114.9K$0-$114.9K2026-07-23
Sanctuary Advisors, LLC
CLOSED010,790-10,790-100%$104.0K$0-$104.0K2026-08-13
Susquehanna International Group, LLP
CLOSED010,601-10,601-100%$102.2K$0-$102.2K2026-08-14
Mosley Wealth Management
CLOSED0725-725-100%$7.3K$0-$7.3K2026-07-23
Advisory Services Network, LLC
CLOSED0492-492-100%$4.7K$0-$4.7K2026-08-12
Allworth Financial LP
CLOSED0400-400-100%$3.9K$0-$3.9K2026-08-11
Creative Capital Management Investments LLC
CLOSED0250-250-100%$2.4K$0-$2.4K2026-07-24
CWM, LLC
N/A—26,346-26,346-100%$254.0K———
Showing 98 of 98 institutions