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First Trust Nasdaq-100 Selec (QQEW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares715,195 from 634,074
Change+81,121 (+13%)
Value$116.4M (+$15.2M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares136,579 from 136,087
Change+492 (+0%)
Value$22.2M (+$506.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares118,574 from 118,527
Change+47 (+0%)
Value$19.3M (+$379.0K)
Filed 2026-11-02
Gratus Wealth Advisors, LLC
DECREASED
Shares107,361 from 107,823
Change-462 (0%)
Value$17.5M (+$262.3K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares80,960 from 78,961
Change+1,999 (+3%)
Value$13.2K (+$573)
Filed 2026-10-02
WIN Advisors, Inc
NEW
Shares78,835
Change+78,835
Value$12.8M
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares72,543 from 86,960
Change-14,417 (-17%)
Value$11.8M (-$2.1M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
DECREASED
Shares69,334 from 69,371
Change-37 (0%)
Value$11.3M (+$805.7K)
Filed 2026-10-19
Trinity Wealth Management, LLC
NEW
Shares56,056
Change+56,056
Value$9.1M
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares44,302 from 45,352
Change-1,050 (-2%)
Value$7.2M (-$29.0K)
Filed 2026-11-06
Davis Investment Partners, LLC
INCREASED
Shares42,657 from 37,940
Change+4,717 (+12%)
Value$6.9M (+$886.4K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares36,913 from 18,305
Change+18,608 (+102%)
Value$5.6M (+$2.7M)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares36,891 from 31,065
Change+5,826 (+19%)
Value$6.0M (+$1.1M)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares34,467 from 35,292
Change-825 (-2%)
Value$5.6M (-$23.8K)
Filed 2026-10-23
Shakespeare Wealth Management, LLC
NEW
Shares33,584
Change+33,584
Value$5.5M
Filed 2026-10-28
Stenger Family Office, LLC
DECREASED
Shares32,644 from 32,925
Change-281 (-1%)
Value$5.3M (+$10.7K)
Filed 2026-10-22
Fiduciary Alliance LLC
NEW
Shares30,091
Change+30,091
Value$4.9M
Filed 2026-10-13
Crumly & Associates Inc.
UNCHANGED
Shares29,243 from 29,243
Change0 (0%)
Value$4.8M (+$91.5K)
Filed 2026-10-07
Choreo, LLC
DECREASED
Shares25,878 from 26,080
Change-202 (-1%)
Value$4.2M (+$48.9K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares25,209 from 26,727
Change-1,518 (-6%)
Value$4.1M (-$163.4K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares22,529 from 21,558
Change+971 (+5%)
Value$3.7M (+$225.4K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares21,941 from 22,197
Change-256 (-1%)
Value$3.6M (+$27.8K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares21,420 from 21,458
Change-38 (0%)
Value$3.5M (+$61.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
NEW
Shares20,273
Change+20,273
Value$3.3M
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares19,341 from 19,341
Change0 (0%)
Value$3.1M (+$60.5K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares19,319 from 19,469
Change-150 (-1%)
Value$3.1M (+$36.5K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares18,121 from 18,001
Change+120 (+1%)
Value$2.9M (+$75.9K)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares18,076 from 19,168
Change-1,092 (-6%)
Value$2.9M (-$117.8K)
Filed 2026-10-14
BIP Wealth, LLC
DECREASED
Shares17,470 from 20,385
Change-2,915 (-14%)
Value$2.8M (-$410.6K)
Filed 2026-10-22
Sound Financial Strategies Group, LLC
DECREASED
Shares17,223 from 18,437
Change-1,214 (-7%)
Value$2.8M (-$139.8K)
Filed 2026-10-30
Baker Avenue Asset Management, LP
DECREASED
Shares14,949 from 16,127
Change-1,178 (-7%)
Value$2.4M (-$141.2K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares13,693 from 13,628
Change+65 (+0%)
Value$2.2M (+$53.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares13,050 from 13,590
Change-540 (-4%)
Value$2.1M (-$45.3K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares12,042 from 11,642
Change+400 (+3%)
Value$2.0M (+$101.5K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares11,654 from 13,904
Change-2,250 (-16%)
Value$1.9M (-$322.6K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
DECREASED
Shares11,564 from 11,737
Change-173 (-1%)
Value$1.9M (+$8.6K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares9,868 from 9,918
Change-50 (0%)
Value$1.6M (+$22.9K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
UNCHANGED
Shares9,413 from 9,413
Change0 (0%)
Value$1.5M (+$29.5K)
Filed 2026-10-21
Procyon Advisors, LLC
UNCHANGED
Shares9,039 from 9,039
Change0 (0%)
Value$1.5M (+$28.3K)
Filed 2026-10-21
Zullo Investment Group, Inc.
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$1.4M (+$27.1K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,087 from 7,892
Change+195 (+2%)
Value$1.3M (+$61.6K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares8,033 from 6,879
Change+1,154 (+17%)
Value$1.3M (+$1.3M)
Filed 2026-10-27
Atlas Private Wealth Advisors
DECREASED
Shares7,965 from 10,092
Change-2,127 (-21%)
Value$1.3M (-$314.5K)
Filed 2026-10-23
Park National Corp
DECREASED
Shares7,630 from 8,028
Change-398 (-5%)
Value$1.2M (-$39.6K)
Filed 2026-10-05
Novem Group
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.2M (+$23.5K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares7,400 from 493
Change+6,907 (+1401%)
Value$1.2M (+$1.1M)
Filed 2026-11-02
Luken Investment Analytics, LLC
DECREASED
Shares6,900 from 6,916
Change-16 (0%)
Value$1.1M (+$19.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares6,807 from 6,932
Change-125 (-2%)
Value$1.1M (+$8.1K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares6,552 from 6,898
Change-346 (-5%)
Value$1.1M (-$34.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares5,921 from 5,791
Change+130 (+2%)
Value$963.6K (+$39.3K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares5,488 from 5,164
Change+324 (+6%)
Value$893.1K (+$68.9K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares5,169 from 4,863
Change+306 (+6%)
Value$841.2K (+$65.0K)
Filed 2026-10-15
Presilium Private Wealth, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$829.9K (+$16.0K)
Filed 2026-10-26
Barrett & Company, Inc.
INCREASED
Shares4,991 from 4,915
Change+76 (+2%)
Value$812.2K (+$27.8K)
Filed 2026-10-22
Indivisible Partners
UNCHANGED
Shares4,921 from 4,921
Change0 (0%)
Value$800.8K (+$15.4K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
NEW
Shares4,727
Change+4,727
Value$769.2K
Filed 2026-10-26
Purus Wealth Management, LLC
DECREASED
Shares4,479 from 5,299
Change-820 (-15%)
Value$728.9K (-$116.9K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares4,314 from 1,063
Change+3,251 (+306%)
Value$702.0K (+$532.4K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$687.5K (+$13.2K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares4,103 from 2,821
Change+1,282 (+45%)
Value$667.7K (+$217.4K)
Filed 2026-11-06
Juno Financial Group LLC
DECREASED
Shares4,083 from 4,222
Change-139 (-3%)
Value$664.4K (-$9.4K)
Filed 2026-10-27
Merit Financial Group, LLC
UNCHANGED
Shares3,983 from 3,983
Change0 (0%)
Value$648.2K (+$12.5K)
Filed 2026-11-06
Keystone Wealth Services, LLC
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$640.8K (+$12.8K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares3,879 from 3,952
Change-73 (-2%)
Value$642.9K (+$13.9K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares3,721 from 3,742
Change-21 (-1%)
Value$605.6K (+$8.4K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares3,228 from 3,181
Change+47 (+1%)
Value$525.2K (+$17.6K)
Filed 2026-11-04
tru Independence LLC
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$524.8K (+$10.1K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares3,144 from 3,379
Change-235 (-7%)
Value$512.0K (-$27.0K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares3,116 from 3,125
Change-9 (0%)
Value$507.1K (+$8.3K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
UNCHANGED
Shares3,104 from 3,104
Change0 (0%)
Value$505.2K (+$9.7K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$482.5K (+$9.3K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares2,912 from 3,211
Change-299 (-9%)
Value$473.9K (-$38.6K)
Filed 2026-11-06
Verdence Capital Advisors LLC
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$458.9K (+$8.8K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$451.6K (+$8.7K)
Filed 2026-10-16
GenWealth Group, Inc.
DECREASED
Shares2,774 from 3,014
Change-240 (-8%)
Value$451.4K (-$29.6K)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$434.5K (+$8.4K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares2,640 from 2,852
Change-212 (-7%)
Value$429.7K (-$25.6K)
Filed 2026-10-13
Ceera Investments, LLC
UNCHANGED
Shares2,605 from 2,605
Change0 (0%)
Value$423.9K (+$8.2K)
Filed 2026-11-02
Nestegg Advisors, Inc.
NEW
Shares2,456
Change+2,456
Value$399.7K
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares2,403 from 1,853
Change+550 (+30%)
Value$391.0K (+$95.3K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
DECREASED
Shares2,348 from 2,448
Change-100 (-4%)
Value$368.9K (-$14.7K)
Filed 2026-10-21
Peterson Wealth Advisors, LLC
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$356.4K (+$6.9K)
Filed 2026-10-08
TruNorth Capital Management, LLC
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$351.8K (+$6.8K)
Filed 2026-10-14
McGuire Investment Group, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$349.9K (+$6.7K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares2,131 from 1,940
Change+191 (+10%)
Value$346.7K (+$37.2K)
Filed 2026-11-05
Valmark Advisers, Inc.
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$336.1K (+$6.5K)
Filed 2026-11-06
Carlson Financial, Inc.
INCREASED
Shares1,806 from 1,545
Change+261 (+17%)
Value$293.9K (+$47.2K)
Filed 2026-11-05
Rede Wealth, LLC
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$290.3K (+$5.6K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares1,746 from 1,746
Change0 (0%)
Value$284.1K (+$5.5K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares1,683 from 1,487
Change+196 (+13%)
Value$273.9K (+$36.5K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$267.8K (+$5.2K)
Filed 2026-10-20
Mullooly Asset Management, Inc.
DECREASED
Shares1,613 from 1,782
Change-169 (-9%)
Value$262.3K (-$21.9K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$258.1K (+$5.0K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$256.0K (+$4.9K)
Filed 2026-10-29
Morton Capital Management LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$251.4K (+$4.8K)
Filed 2026-10-23
Beacon Bank & Trust
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$238.4K (+$4.6K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares1,461
Change+1,461
Value$236.5K
Filed 2026-11-03
HB Wealth Management, LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$237.1K (+$4.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,433 from 1,455
Change-22 (-2%)
Value$233.2K (+$1.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares1,425 from 2,250
Change-825 (-37%)
Value$231.9K (-$127.2K)
Filed 2026-10-08
Focus Financial Network, Inc.
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$231.2K (+$4.4K)
Filed 2026-10-14
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$229.9K (+$4.4K)
Filed 2026-10-22
Mirador Capital Partners LP
NEW
Shares1,368
Change+1,368
Value$222.6K
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares1,326 from 691
Change+635 (+92%)
Value$215.8K (+$105.5K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares1,216 from 1,761
Change-545 (-31%)
Value$197.9K (-$83.2K)
Filed 2026-10-30
Trust Co of Toledo NA
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$188.4K (+$3.6K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$179.0K (+$3.4K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares1,047 from 1,049
Change-2 (0%)
Value$170.4K (+$3.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares1,027 from 1,016
Change+11 (+1%)
Value$167.2K (+$5.0K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$162.7K (+$3.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$158.7K (+$3.1K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$142.6K (+$2.7K)
Filed 2026-10-29
Pittenger & Anderson Inc
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$140.8K (+$2.7K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$94.2K ($0)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares553
Change+553
Value$89.9K
Filed 2026-11-05
Guardian Partners Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$89.5K (+$1.7K)
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$84.9K (-$1.7K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares452
Change+452
Value$74.4K
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$66.7K (+$1.3K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$66.1K (+$1.6K)
Filed 2026-10-16
Toth Financial Advisory Corp
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$52.2K (+$1.0K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$49.3K (+$948)
Filed 2026-10-21
Reap Financial Group, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$49.1K (+$945)
Filed 2026-11-02
Bokf, NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$48.8K (+$939)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$48.8K (+$939)
Filed 2026-11-06
Kingdom Financial Group Llc.
INCREASED
Shares299 from 78
Change+221 (+283%)
Value$48.7K (+$36.2K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares286
Change+286
Value$46.5K
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares256 from 233
Change+23 (+10%)
Value$13.0K (-$3.0K)
Filed 2026-11-04
Networth Advisors, LLC
NEW
Shares233
Change+233
Value$37.9K
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares231 from 286
Change-55 (-19%)
Value$37.6K (-$8.1K)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$37.3K (+$717)
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$36.6K (+$704)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$26.0K (+$501)
Filed 2026-10-21
Montgomery Financial Services LLC
NEW
Shares155
Change+155
Value$25.2K
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.4K (+$470)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$22.6K (+$435)
Filed 2026-10-23
Hyposwiss Advisors SA
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$22.1K (+$425)
Filed 2026-10-26
Russell Investments Group, Ltd.
NEW
Shares108
Change+108
Value$17.7K
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$17.6K (+$338)
Filed 2026-10-15
Eukles Asset Management
NEW
Shares90
Change+90
Value$14.6K
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares88 from 40
Change+48 (+120%)
Value$14.4K (+$8.0K)
Filed 2026-10-28
Creative Financial Designs Inc
NEW
Shares78
Change+78
Value$12.7K
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$9.4K (+$182)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.7K (+$110)
Filed 2026-10-01
Independence Bank of Kentucky
NEW
Shares19
Change+19
Value$3.1K
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.6K (+$95)
Filed 2026-11-04
Albion Financial Group
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.0K (+$37)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$814 (+$16)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$326
Filed 2026-10-15
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 32,425
Change-32,425 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-21
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,135
Change-6,135 (-100%)
Value$0 (-$979.1K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,857
Change-1,857 (-100%)
Value$0 (-$296.4K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 1,371
Change-1,371 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-15
First Horizon Corp
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares0 from 58
Change-58 (-100%)
Value$12 (-$9.3K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 1,368,025
Change-1,368,025 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 802,586
Change-802,586 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 391,041
Change-391,041 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 295,085
Change-295,085 (-100%)
Value—
UBS Group AG
N/A
Shares— from 270,962
Change-270,962 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 151,670
Change-151,670 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 128,492
Change-128,492 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 123,270
Change-123,270 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 86,576
Change-86,576 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 82,793
Change-82,793 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,383
Change-68,383 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,744
Change-60,744 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 57,444
Change-57,444 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 52,834
Change-52,834 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 50,976
Change-50,976 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 50,087
Change-50,087 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 46,886
Change-46,886 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,759
Change-40,759 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 34,442
Change-34,442 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 34,171
Change-34,171 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 32,425
Change-32,425 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 29,797
Change-29,797 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,541
Change-27,541 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 24,472
Change-24,472 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,428
Change-23,428 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 23,148
Change-23,148 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,045
Change-20,045 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,981
Change-19,981 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,442
Change-18,442 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,231
Change-17,231 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,228
Change-17,228 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,029
Change-13,029 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 12,004
Change-12,004 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
&partners
N/A
Shares— from 9,640
Change-9,640 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 818
Change-818 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 345
Change-345 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 225
Change-225 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 131
Change-131 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 87
Change-87 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
INCREASED715,195634,074+81,121+13%$101.2M$116.4M+$15.2M2026-11-06
Kestra Advisory Services, LLC
INCREASED136,579136,087+492+0%$21.7M$22.2M+$506.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED118,574118,527+47+0%$18.9M$19.3M+$379.0K2026-11-02
Gratus Wealth Advisors, LLC
DECREASED107,361107,823-4620%$17.2M$17.5M+$262.3K2026-10-26
CX Institutional
INCREASED80,96078,961+1,999+3%$12.6K$13.2K+$5732026-10-02
WIN Advisors, Inc
NEW78,835—+78,835——$12.8M—2026-11-06
Commonwealth Equity Services, LLC
DECREASED72,54386,960-14,417-17%$13.9M$11.8M-$2.1M2026-11-02
New England Private Wealth Advisors LLC
DECREASED69,33469,371-370%$10.5M$11.3M+$805.7K2026-10-19
Trinity Wealth Management, LLC
NEW56,056—+56,056——$9.1M—2026-10-13
PNC Financial Services Group, Inc.
DECREASED44,30245,352-1,050-2%$7.2M$7.2M-$29.0K2026-11-06
Davis Investment Partners, LLC
INCREASED42,65737,940+4,717+12%$6.1M$6.9M+$886.4K2026-11-05
Prospera Financial Services Inc
INCREASED36,91318,305+18,608+102%$2.9M$5.6M+$2.7M2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED36,89131,065+5,826+19%$4.9M$6.0M+$1.1M2026-10-13
NTV Asset Management LLC
DECREASED34,46735,292-825-2%$5.6M$5.6M-$23.8K2026-10-23
Shakespeare Wealth Management, LLC
NEW33,584—+33,584——$5.5M—2026-10-28
Stenger Family Office, LLC
DECREASED32,64432,925-281-1%$5.3M$5.3M+$10.7K2026-10-22
Fiduciary Alliance LLC
NEW30,091—+30,091——$4.9M—2026-10-13
Crumly & Associates Inc.
UNCHANGED29,24329,24300%$4.7M$4.8M+$91.5K2026-10-07
Choreo, LLC
DECREASED25,87826,080-202-1%$4.2M$4.2M+$48.9K2026-10-28
Truist Financial Corp
DECREASED25,20926,727-1,518-6%$4.3M$4.1M-$163.4K2026-10-30
Vise Technologies, Inc.
INCREASED22,52921,558+971+5%$3.4M$3.7M+$225.4K2026-10-29
Clear Creek Financial Management, LLC
DECREASED21,94122,197-256-1%$3.5M$3.6M+$27.8K2026-10-28
D.A. Davidson & Co.
DECREASED21,42021,458-380%$3.4M$3.5M+$61.0K2026-10-28
Concurrent Investment Advisors, LLC
NEW20,273—+20,273——$3.3M—2026-10-16
Spire Wealth Management
UNCHANGED19,34119,34100%$3.1M$3.1M+$60.5K2026-10-30
Independent Financial Group, LLC
DECREASED19,31919,469-150-1%$3.1M$3.1M+$36.5K2026-10-13
Sowell Financial Services LLC
INCREASED18,12118,001+120+1%$2.9M$2.9M+$75.9K2026-10-23
Davenport & Co LLC
DECREASED18,07619,168-1,092-6%$3.1M$2.9M-$117.8K2026-10-14
BIP Wealth, LLC
DECREASED17,47020,385-2,915-14%$3.3M$2.8M-$410.6K2026-10-22
Sound Financial Strategies Group, LLC
DECREASED17,22318,437-1,214-7%$2.9M$2.8M-$139.8K2026-10-30
Baker Avenue Asset Management, LP
DECREASED14,94916,127-1,178-7%$2.6M$2.4M-$141.2K2026-11-06
Moors & Cabot, Inc.
INCREASED13,69313,628+65+0%$2.2M$2.2M+$53.2K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED13,05013,590-540-4%$2.2M$2.1M-$45.3K2026-11-06
Ashton Thomas Securities, LLC
INCREASED12,04211,642+400+3%$1.9M$2.0M+$101.5K2026-10-26
Citigroup Inc
DECREASED11,65413,904-2,250-16%$2.2M$1.9M-$322.6K2026-11-04
WealthBridge Capital Management, LLC
DECREASED11,56411,737-173-1%$1.9M$1.9M+$8.6K2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED9,8689,918-500%$1.6M$1.6M+$22.9K2026-11-02
Kachkovsky & Fisher, Inc.
UNCHANGED9,4139,41300%$1.5M$1.5M+$29.5K2026-10-21
Procyon Advisors, LLC
UNCHANGED9,0399,03900%$1.4M$1.5M+$28.3K2026-10-21
Zullo Investment Group, Inc.
UNCHANGED8,6508,65000%$1.4M$1.4M+$27.1K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED8,0877,892+195+2%$1.3M$1.3M+$61.6K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED8,0336,879+1,154+17%$1.1K$1.3M+$1.3M2026-10-27
Atlas Private Wealth Advisors
DECREASED7,96510,092-2,127-21%$1.6M$1.3M-$314.5K2026-10-23
Park National Corp
DECREASED7,6308,028-398-5%$1.3M$1.2M-$39.6K2026-10-05
Novem Group
UNCHANGED7,5007,50000%$1.2M$1.2M+$23.5K2026-10-19
Lloyd Advisory Services, Llc.
INCREASED7,400493+6,907+1401%$78.7K$1.2M+$1.1M2026-11-02
Luken Investment Analytics, LLC
DECREASED6,9006,916-160%$1.1M$1.1M+$19.0K2026-11-06
International Assets Investment Management, LLC
DECREASED6,8076,932-125-2%$1.1M$1.1M+$8.1K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED6,5526,898-346-5%$1.1M$1.1M-$34.7K2026-11-05
Bank of New York Mellon Corp
INCREASED5,9215,791+130+2%$924.3K$963.6K+$39.3K2026-11-05
Fifth Third Bancorp
INCREASED5,4885,164+324+6%$824.2K$893.1K+$68.9K2026-11-05
Atria Investments, Inc
INCREASED5,1694,863+306+6%$776.2K$841.2K+$65.0K2026-10-15
Presilium Private Wealth, LLC
UNCHANGED5,1005,10000%$814.0K$829.9K+$16.0K2026-10-26
Barrett & Company, Inc.
INCREASED4,9914,915+76+2%$784.4K$812.2K+$27.8K2026-10-22
Indivisible Partners
UNCHANGED4,9214,92100%$785.4K$800.8K+$15.4K2026-10-26
Larry Mathis Financial Planning, LLC
NEW4,727—+4,727——$769.2K—2026-10-26
Purus Wealth Management, LLC
DECREASED4,4795,299-820-15%$845.8K$728.9K-$116.9K2026-10-15
IFP Advisors, Inc
INCREASED4,3141,063+3,251+306%$169.7K$702.0K+$532.4K2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED4,2254,22500%$674.3K$687.5K+$13.2K2026-11-02
Money Concepts Capital Corp
INCREASED4,1032,821+1,282+45%$450.2K$667.7K+$217.4K2026-11-06
Juno Financial Group LLC
DECREASED4,0834,222-139-3%$673.8K$664.4K-$9.4K2026-10-27
Merit Financial Group, LLC
UNCHANGED3,9833,98300%$635.7K$648.2K+$12.5K2026-11-06
Keystone Wealth Services, LLC
UNCHANGED3,9353,93500%$628.0K$640.8K+$12.8K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED3,8793,952-73-2%$629.0K$642.9K+$13.9K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED3,7213,742-21-1%$597.2K$605.6K+$8.4K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED3,2283,181+47+1%$507.6K$525.2K+$17.6K2026-11-04
tru Independence LLC
UNCHANGED3,2253,22500%$514.7K$524.8K+$10.1K2026-10-20
Park Avenue Securities LLC
DECREASED3,1443,379-235-7%$539.0K$512.0K-$27.0K2026-10-26
US Bancorp \de\
DECREASED3,1163,125-90%$498.7K$507.1K+$8.3K2026-11-05
Clear Harbor Asset Management, LLC
UNCHANGED3,1043,10400%$495.5K$505.2K+$9.7K2026-11-05
Institute for Wealth Management, Llc.
UNCHANGED2,9652,96500%$473.2K$482.5K+$9.3K2026-11-06
Level Four Advisory Services, LLC
DECREASED2,9123,211-299-9%$512.5K$473.9K-$38.6K2026-11-06
Verdence Capital Advisors LLC
UNCHANGED2,8202,82000%$450.1K$458.9K+$8.8K2026-10-26
Robertson Stephens Wealth Management, LLC
UNCHANGED2,7752,77500%$442.9K$451.6K+$8.7K2026-10-16
GenWealth Group, Inc.
DECREASED2,7743,014-240-8%$481.0K$451.4K-$29.6K2026-10-16
Apollon Financial, LLC
UNCHANGED2,6702,67000%$426.1K$434.5K+$8.4K2026-10-23
Harbor Investment Advisory, LLC
DECREASED2,6402,852-212-7%$455.3K$429.7K-$25.6K2026-10-13
Ceera Investments, LLC
UNCHANGED2,6052,60500%$415.8K$423.9K+$8.2K2026-11-02
Nestegg Advisors, Inc.
NEW2,456—+2,456——$399.7K—2026-10-21
Flagship Harbor Advisors, LLC
INCREASED2,4031,853+550+30%$295.7K$391.0K+$95.3K2026-10-26
Kraft, Davis & Associates, LLC
DECREASED2,3482,448-100-4%$383.6K$368.9K-$14.7K2026-10-21
Peterson Wealth Advisors, LLC
UNCHANGED2,1902,19000%$349.5K$356.4K+$6.9K2026-10-08
TruNorth Capital Management, LLC
UNCHANGED2,1622,16200%$345.1K$351.8K+$6.8K2026-10-14
McGuire Investment Group, LLC
UNCHANGED2,1502,15000%$343.1K$349.9K+$6.7K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED2,1311,940+191+10%$309.6K$346.7K+$37.2K2026-11-05
Valmark Advisers, Inc.
UNCHANGED2,0652,06500%$329.6K$336.1K+$6.5K2026-11-06
Carlson Financial, Inc.
INCREASED1,8061,545+261+17%$246.7K$293.9K+$47.2K2026-11-05
Rede Wealth, LLC
UNCHANGED1,7841,78400%$284.7K$290.3K+$5.6K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED1,7461,74600%$278.6K$284.1K+$5.5K2026-10-08
Creative Planning
INCREASED1,6831,487+196+13%$237.3K$273.9K+$36.5K2026-11-02
Private Trust Co NA
UNCHANGED1,6461,64600%$262.6K$267.8K+$5.2K2026-10-20
Mullooly Asset Management, Inc.
DECREASED1,6131,782-169-9%$284.2K$262.3K-$21.9K2026-10-30
Cyndeo Wealth Partners, LLC
UNCHANGED1,5861,58600%$253.1K$258.1K+$5.0K2026-10-16
Summit Wealth Group LLC / Co
UNCHANGED1,5731,57300%$251.1K$256.0K+$4.9K2026-10-29
Morton Capital Management LLC
UNCHANGED1,5451,54500%$246.6K$251.4K+$4.8K2026-10-23
Beacon Bank & Trust
UNCHANGED1,4651,46500%$233.8K$238.4K+$4.6K2026-10-27
StoneX Group Inc.
NEW1,461—+1,461——$236.5K—2026-11-03
HB Wealth Management, LLC
UNCHANGED1,4571,45700%$232.5K$237.1K+$4.6K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED1,4331,455-22-2%$232.1K$233.2K+$1.0K2026-11-03
Farther Finance Advisors, LLC
DECREASED1,4252,250-825-37%$359.1K$231.9K-$127.2K2026-10-08
Focus Financial Network, Inc.
UNCHANGED1,4211,42100%$226.8K$231.2K+$4.4K2026-10-14
Garrett Wealth Advisory Group, LLC
UNCHANGED1,4131,41300%$225.5K$229.9K+$4.4K2026-10-22
Mirador Capital Partners LP
NEW1,368—+1,368——$222.6K—2026-10-09
Parallel Advisors, LLC
INCREASED1,326691+635+92%$110.3K$215.8K+$105.5K2026-11-03
Compass Financial Management LLC
DECREASED1,2161,761-545-31%$281.1K$197.9K-$83.2K2026-10-30
Trust Co of Toledo NA
UNCHANGED1,1581,15800%$184.8K$188.4K+$3.6K2026-10-16
Manchester Capital Management LLC
UNCHANGED1,1001,10000%$175.6K$179.0K+$3.4K2026-10-22
Lanark Financial, Inc.
DECREASED1,0471,049-20%$167.4K$170.4K+$3.0K2026-10-26
Signaturefd, LLC
INCREASED1,0271,016+11+1%$162.2K$167.2K+$5.0K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED1,0001,00000%$159.6K$162.7K+$3.1K2026-10-27
CoreCap Advisors, LLC
UNCHANGED97597500%$155.6K$158.7K+$3.1K2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED87687600%$139.8K$142.6K+$2.7K2026-10-29
Pittenger & Anderson Inc
UNCHANGED86586500%$138.1K$140.8K+$2.7K2026-11-02
Allworth Financial LP
UNCHANGED59059000%$94.2K$94.2K$02026-11-06
Jacobi Capital Management LLC
NEW553—+553——$89.9K—2026-11-05
Guardian Partners Inc.
UNCHANGED55055000%$87.8K$89.5K+$1.7K2026-10-21
Hughes Financial Services, LLC
UNCHANGED54354300%$86.7K$84.9K-$1.7K2026-10-30
Rydar Equities, Inc.
NEW452—+452——$74.4K—2026-10-13
Larson Financial Group LLC
UNCHANGED41041000%$65.4K$66.7K+$1.3K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED40540500%$64.5K$66.1K+$1.6K2026-10-16
Toth Financial Advisory Corp
UNCHANGED32132100%$51.2K$52.2K+$1.0K2026-10-08
Assetmark, Inc
UNCHANGED30330300%$48.4K$49.3K+$9482026-10-21
Reap Financial Group, LLC
UNCHANGED30230200%$48.2K$49.1K+$9452026-11-02
Bokf, NA
UNCHANGED30030000%$47.9K$48.8K+$9392026-10-27
Clearstead Advisors, LLC
UNCHANGED30030000%$47.9K$48.8K+$9392026-11-06
Kingdom Financial Group Llc.
INCREASED29978+221+283%$12.5K$48.7K+$36.2K2026-11-04
Ascentis Independent Advisors
NEW286—+286——$46.5K—2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED256233+23+10%$16.0K$13.0K-$3.0K2026-11-04
Networth Advisors, LLC
NEW233—+233——$37.9K—2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED231286-55-19%$45.7K$37.6K-$8.1K2026-11-04
POM Investment Strategies, LLC
UNCHANGED22922900%$36.5K$37.3K+$7172026-10-20
MTM Investment Management, LLC
UNCHANGED22522500%$35.9K$36.6K+$7042026-10-30
PFS Partners, LLC
UNCHANGED16016000%$25.5K$26.0K+$5012026-10-21
Montgomery Financial Services LLC
NEW155—+155——$25.2K—2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED15015000%$23.9K$24.4K+$4702026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED13913900%$22.2K$22.6K+$4352026-10-23
Hyposwiss Advisors SA
UNCHANGED13613600%$21.7K$22.1K+$4252026-10-26
Russell Investments Group, Ltd.
NEW108—+108——$17.7K—2026-11-06
Nfsg Corp
UNCHANGED10810800%$17.2K$17.6K+$3382026-10-15
Eukles Asset Management
NEW90—+90——$14.6K—2026-11-04
Evolution Wealth Management Inc.
INCREASED8840+48+120%$6.4K$14.4K+$8.0K2026-10-28
Creative Financial Designs Inc
NEW78—+78——$12.7K—2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED585800%$9.3K$9.4K+$1822026-10-16
Noble Wealth Management PBC
UNCHANGED353500%$5.6K$5.7K+$1102026-10-01
Independence Bank of Kentucky
NEW19—+19——$3.1K—2026-10-26
Allspring Global Investments Holdings, LLC
UNCHANGED161600%$2.5K$2.6K+$952026-11-04
Albion Financial Group
UNCHANGED121200%$1.9K$2.0K+$372026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED5500%$798$814+$162026-10-21
Blue Trust, Inc.
NEW2—+2——$326—2026-10-15
Axxcess Wealth Management, LLC
CLOSED032,425-32,425-100%$5.2M$0-$5.2M2026-10-21
Dana Investment Advisors, Inc.
CLOSED06,135-6,135-100%$979.1K$0-$979.1K2026-11-06
KMG Fiduciary Partners, LLC
CLOSED01,857-1,857-100%$296.4K$0-$296.4K2026-10-14
Integrity Alliance, Llc.
CLOSED01,371-1,371-100%$218.9K$0-$218.9K2026-10-29
AdvisorNet Financial, Inc
CLOSED054-54-100%$8.7K$0-$8.7K2026-10-15
First Horizon Corp
CLOSED026-26-100%$4.2K$0-$4.2K2026-10-26
Financial Management Professionals, Inc.
DECREASED058-58-100%$9.3K$12-$9.3K2026-10-23
Morgan Stanley
N/A—1,368,025-1,368,025-100%$218.3M———
Wells Fargo & Company
N/A—802,586-802,586-100%$128.1M———
Raymond James Financial Inc
N/A—391,041-391,041-100%$62.4M———
Royal Bank of Canada
N/A—295,085-295,085-100%$47.1M———
UBS Group AG
N/A—270,962-270,962-100%$43.2M———
Stifel Financial Corp
N/A—151,670-151,670-100%$24.2M———
Granite Bay Wealth Management, LLC
N/A—128,492-128,492-100%$20.5M———
Osaic Holdings, Inc.
N/A—123,270-123,270-100%$19.7M———
Bank of America Corp
N/A—86,576-86,576-100%$13.8M———
Envestnet Asset Management Inc
N/A—82,793-82,793-100%$13.2M———
Cetera Investment Advisers
N/A—68,383-68,383-100%$10.9M———
MML Investors Services, LLC
N/A—60,744-60,744-100%$9.7M———
Goldman Sachs Group Inc
N/A—57,444-57,444-100%$9.2M———
JPMorgan Chase & Co
N/A—52,834-52,834-100%$8.4M———
HighTower Advisors, LLC
N/A—50,976-50,976-100%$8.1M———
Jones Financial Companies Lllp
N/A—50,087-50,087-100%$7.7M———
Frisch Financial Group, Inc.
N/A—46,886-46,886-100%$7.5M———
Susquehanna International Group, LLP
N/A—40,759-40,759-100%$6.5M———
Baird Financial Group, Inc.
N/A—34,442-34,442-100%$5.5M———
Vestmark Advisory Solutions, Inc.
N/A—34,171-34,171-100%$5.5M———
Darwin Wealth Management, LLC
N/A—32,425-32,425-100%$5.2M———
Cresset Asset Management, LLC
N/A—29,797-29,797-100%$4.8M———
Geneos Wealth Management Inc.
N/A—27,541-27,541-100%$4.4M———
Guardian Wealth Advisors, LLC / NC
N/A—24,472-24,472-100%$3.9M———
Rockefeller Capital Management L.P.
N/A—23,428-23,428-100%$3.7M———
Cozad Asset Management Inc
N/A—23,148-23,148-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—20,045-20,045-100%$3.2M———
NewEdge Advisors, LLC
N/A—19,981-19,981-100%$3.2M———
Private Advisor Group, LLC
N/A—18,442-18,442-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—17,231-17,231-100%$2.8M———
O'shaughnessy Asset Management, LLC
N/A—17,228-17,228-100%$2.7M———
Arkadios Wealth Advisors
N/A—16,038-16,038-100%$2.6M———
Stephens Inc
N/A—13,029-13,029-100%$2.1M———
Marshall Investment Management, LLC
N/A—12,620-12,620-100%$2.0M———
Bawa N Mallick Trust
N/A—12,004-12,004-100%$1.9M———
AE Wealth Management LLC
N/A—11,425-11,425-100%$1.8M———
Gateway Wealth Partners, LLC
N/A—11,319-11,319-100%$1.8M———
Cary Street Partners Financial LLC
N/A—11,078-11,078-100%$1.8M———
Scotia Capital Inc.
N/A—10,650-10,650-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—10,387-10,387-100%$1.7M———
&partners
N/A—9,640-9,640-100%$1.5M———
IFS Group,LLC
N/A—9,484-9,484-100%$1.5M———
Sachetta, LLC
N/A—8,841-8,841-100%$1.4M———
Two Sigma Investments, LP
N/A—8,700-8,700-100%$1.4M———
HRT Financial LP
N/A—8,555-8,555-100%$1.4M———
XTX Topco Ltd
N/A—8,276-8,276-100%$1.3M———
Citadel Advisors LLC
N/A—7,182-7,182-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—7,037-7,037-100%$1.1M———
Janney Montgomery Scott LLC
N/A—6,909-6,909-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—6,835-6,835-100%$1.1M———
Plotkin Financial Advisors, LLC
N/A—6,748-6,748-100%$1.1M———
UBS Asset Management Americas LLC
N/A—6,573-6,573-100%$1.0M———
Equitable Holdings, Inc.
N/A—6,515-6,515-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—6,496-6,496-100%$1.0M———
Benjamin Edwards Inc
N/A—5,994-5,994-100%$957.7K———
360 Financial, Inc.
N/A—5,849-5,849-100%$933.6K———
Kovack Advisors, Inc.
N/A—5,788-5,788-100%$923.7K———
Ausdal Financial Partners, Inc.
N/A—5,782-5,782-100%$922.8K———
Wealthfront Advisers LLC
N/A—5,624-5,624-100%$897.6K———
Cerity Partners LLC
N/A—5,073-5,073-100%$809.7K———
Clark Capital Management Group, Inc.
N/A—4,982-4,982-100%$795.1K———
Flow Traders U.S. LLC
N/A—4,959-4,959-100%$791.0K———
Aft, Forsyth & Sober, LLC
N/A—4,625-4,625-100%$587.3K———
Ameriprise Financial Inc
N/A—4,605-4,605-100%$734.9K———
Great Valley Advisor Group, Inc.
N/A—4,286-4,286-100%$684.3K———
World Investment Advisors
N/A—4,194-4,194-100%$532.5K———
OneDigital Investment Advisors LLC
N/A—3,840-3,840-100%$612.9K———
Silver OAK Securities, Incorporated
N/A—3,839-3,839-100%$612.7K———
Quantinno Capital Management LP
N/A—3,776-3,776-100%$602.7K———
Harbour Investments, Inc.
N/A—3,707-3,707-100%$591.7K———
Pathstone Holdings, LLC
N/A—3,700-3,700-100%$590.5K———
Per Stirling Capital Management, Llc.
N/A—3,664-3,664-100%$584.8K———
Moneta Group Investment Advisors LLC
N/A—3,459-3,459-100%$552.0K———
Mercer Global Advisors Inc
N/A—3,337-3,337-100%$532.6K———
FMR LLC
N/A—3,294-3,294-100%$525.7K———
Founders Financial Alliance, LLC
N/A—3,140-3,140-100%$501.2K———
Summit Financial, LLC
N/A—3,128-3,128-100%$499.3K———
Mariner, LLC
N/A—3,074-3,074-100%$490.5K———
Advisory Services Network, LLC
N/A—3,017-3,017-100%$481.6K———
Ameritas Advisory Services, LLC
N/A—2,953-2,953-100%$471.3K———
Kingsview Wealth Management, LLC
N/A—2,889-2,889-100%$461.0K———
Runnymede Capital Advisors, Inc.
N/A—2,626-2,626-100%$419.1K———
Tower Research Capital LLC (TRC)
N/A—2,609-2,609-100%$416.4K———
Whittier Trust Co
N/A—2,500-2,500-100%$399.1K———
Beck Bode, LLC
N/A—2,470-2,470-100%$394.2K———
Focus Partners Wealth
N/A—2,459-2,459-100%$392.6K———
Snowden Capital Advisors LLC
N/A—2,408-2,408-100%$384.2K———
Jane Street Group, LLC
N/A—2,343-2,343-100%$373.9K———
Perissos Private Wealth Management, LLC
N/A—2,333-2,333-100%$372.3K———
Operose Advisors LLC
N/A—2,330-2,330-100%$371.9K———
Captrust Financial Advisors
N/A—2,289-2,289-100%$365.3K———
Proactive Wealth Strategies LLC
N/A—2,193-2,193-100%$350.1K———
Glassman Wealth Services
N/A—2,188-2,188-100%$349.2K———
Pine Valley Investments Ltd Liability Co
N/A—2,114-2,114-100%$337.3K———
Pgim Custom Harvest LLC
N/A—2,069-2,069-100%$330.2K———
Sequent Planning LLC
N/A—2,017-2,017-100%$321.9K———
Western Wealth Management, LLC
N/A—2,006-2,006-100%$320.2K———
Principal Securities, Inc.
N/A—2,000-2,000-100%$319.2K———
Smith, Moore & Co.
N/A—1,885-1,885-100%$300.8K———
IHT Wealth Management, LLC
N/A—1,873-1,873-100%$299.0K———
Waverly Advisors, LLC
N/A—1,723-1,723-100%$275.0K———
Payne Capital Management, LLC
N/A—1,700-1,700-100%$271.3K———
Arax Advisory Partners
N/A—1,664-1,664-100%$265.6K———
Argent Trust Co
N/A—1,500-1,500-100%$239.4K———
HighPoint Advisor Group LLC
N/A—1,431-1,431-100%$228.4K———
Bouchey Financial Group, Ltd.
N/A—1,412-1,412-100%$225.4K———
Cardiff Park Advisors, LLC
N/A—1,400-1,400-100%$223.4K———
Hancock Whitney Corp
N/A—1,400-1,400-100%$223.4K———
Global Retirement Partners, LLC
N/A—1,254-1,254-100%$200.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,103-1,103-100%$176.0K———
Webster Bank, N. A.
N/A—818-818-100%$130.6K———
BlackRock, Inc.
N/A—803-803-100%$128.2K———
IFG Advisory, LLC
N/A—731-731-100%$116.6K———
Synergy Investment Management, LLC
N/A—553-553-100%$88.3K———
Whittier Trust Co of Nevada Inc
N/A—550-550-100%$86.9K———
Innovative Asset Advisors Group, LLC
N/A—382-382-100%$61.0K———
Nova Wealth Management, Inc.
N/A—360-360-100%$57.5K———
Huntington National Bank
N/A—345-345-100%$55.1K———
Mpwm Advisory Solutions, LLC
N/A—272-272-100%$43.4K———
Avalon Trust Co
N/A—225-225-100%$35.9K———
Smartleaf Asset Management LLC
N/A—218-218-100%$34.5K———
Bank of Montreal
N/A—131-131-100%$20.9K———
Medallion Wealth Advisors, LLC
N/A—127-127-100%$20.4K———
Caitlin John, LLC
N/A—90-90-100%$14.4K———
Measured Wealth Private Client Group, LLC
N/A—88-88-100%$14.0K———
Fiduciary Financial Advisors
N/A—87-87-100%$13.9K———
N.E.W. Advisory Services LLC
N/A—76-76-100%$12.1K———
Strive Financial Group,LLC
N/A—59-59-100%$9.4K———
Glen Eagle Advisors, LLC
N/A—57-57-100%$9.1K———
Financial Life Planners
N/A—40-40-100%$6.4K———
Showing 286 of 286 institutions