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First Trust Energy Alphadex (FXN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,132,491 from 1,178,237
Change-45,746 (-4%)
Value$24.7M (+$909.2K)
Filed 2026-11-06
Virtue Capital Management, LLC
DECREASED
Shares249,456 from 302,856
Change-53,400 (-18%)
Value$5.5M (-$676.2K)
Filed 2026-10-29
Crumly & Associates Inc.
DECREASED
Shares139,604 from 140,849
Change-1,245 (-1%)
Value$3.1M (+$201.0K)
Filed 2026-10-07
Financial Management Professionals, Inc.
NEW
Shares81,496
Change+81,496
Value$1.8M
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares74,102 from 150,980
Change-76,878 (-51%)
Value$1.6M (-$1.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares56,454 from 94,887
Change-38,433 (-40%)
Value$1.2M (-$686.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares51,202 from 46,533
Change+4,669 (+10%)
Value$1.1M (+$177.4K)
Filed 2026-11-02
Kesler, Norman & Wride, LLC
INCREASED
Shares43,831 from 43,514
Change+317 (+1%)
Value$957.7K (+$77.4K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares41,146 from 41,584
Change-438 (-1%)
Value$899.0K (+$57.8K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares32,472 from 34,808
Change-2,336 (-7%)
Value$811.9K (+$107.7K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares27,101 from 27,171
Change-70 (0%)
Value$622.2K (+$76.5K)
Filed 2026-10-28
United Advisor Group, LLC
NEW
Shares24,335
Change+24,335
Value$531.7K
Filed 2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED
Shares21,194 from 21,249
Change-55 (0%)
Value$463.1K (+$33.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares19,484 from 20,072
Change-588 (-3%)
Value$425.7K (+$19.7K)
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares18,562 from 18,562
Change0 (0%)
Value$405.6K (+$30.1K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
NEW
Shares15,984
Change+15,984
Value$374.2K
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares15,247 from 15,685
Change-438 (-3%)
Value$333.1K (+$15.8K)
Filed 2026-10-19
Level Four Advisory Services, LLC
DECREASED
Shares14,394 from 14,802
Change-408 (-3%)
Value$314.5K (+$15.1K)
Filed 2026-11-06
JBR Co Financial Management Inc
DECREASED
Shares14,092 from 14,422
Change-330 (-2%)
Value$282.0K (-$9.8K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares13,548 from 13,416
Change+132 (+1%)
Value$296.0K (+$24.6K)
Filed 2026-11-05
Moors & Cabot, Inc.
INCREASED
Shares11,604 from 11,592
Change+12 (+0%)
Value$253.6K (+$19.0K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares11,435 from 11,430
Change+5 (+0%)
Value$249.9K (+$18.6K)
Filed 2026-11-06
Global View Capital Management LLC
DECREASED
Shares11,204 from 16,730
Change-5,526 (-33%)
Value$244.8K (-$93.6K)
Filed 2026-10-28
Capital Square, LLC
NEW
Shares10,553
Change+10,553
Value$230.8K
Filed 2026-10-19
Wealth Effects LLC
DECREASED
Shares10,400 from 10,500
Change-100 (-1%)
Value$227.2K (+$14.8K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares10,206 from 10,199
Change+7 (+0%)
Value$223.0K (+$16.7K)
Filed 2026-10-26
Independent Financial Group, LLC
NEW
Shares9,817
Change+9,817
Value$214.5K
Filed 2026-10-13
Prosperity Financial Group, Inc.
NEW
Shares9,526
Change+9,526
Value$208.1K
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares8,437 from 8,456
Change-19 (0%)
Value$184.3K (+$13.3K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares7,835 from 7,651
Change+184 (+2%)
Value$171.2K (+$16.4K)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares4,686 from 4,652
Change+34 (+1%)
Value$102.4K (+$8.3K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares3,952 from 3,924
Change+28 (+1%)
Value$86.4K (+$7.0K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,866 from 3,866
Change0 (0%)
Value$22.1K (+$22.0K)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$70.5K (+$5.2K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares2,401 from 2,384
Change+17 (+1%)
Value$52.5K (+$4.2K)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$34.9K (+$2.6K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares1,534 from 1,523
Change+11 (+1%)
Value$33.5K (+$2.7K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$26.0K (+$2.8K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$24.0K (+$1.8K)
Filed 2026-10-21
Mechanics Financial Corp
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$21.9K (+$1.6K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$21.9K (+$1.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$19.1K (+$1.4K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$17.4K (+$1.3K)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$15.3K (+$1.1K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares655
Change+655
Value$14.3K
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares628 from 623
Change+5 (+1%)
Value$13.7K (+$1.1K)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares608 from 604
Change+4 (+1%)
Value$14.4K (+$2.2K)
Filed 2026-10-16
Financial Perspectives, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$13.1K (+$972)
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$11.6K (+$860)
Filed 2026-10-08
CX Institutional
INCREASED
Shares488 from 482
Change+6 (+1%)
Value$11 (+$1)
Filed 2026-10-02
Russell Investments Group, Ltd.
NEW
Shares453
Change+453
Value$9.9K
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$8.6K (+$640)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares320 from 160
Change+160 (+100%)
Value$7.0K (+$3.8K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$5.6K (+$415)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares207 from 206
Change+1 (+0%)
Value$4.5K (+$350)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares55
Change+55
Value$1.2K
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares31 from 43
Change-12 (-28%)
Value$677 (-$193)
Filed 2026-10-22
Realta Investment Advisors
DECREASED
Shares1 from 31,627
Change-31,626 (-100%)
Value$15 (-$639.8K)
Filed 2026-10-14
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 190,700
Change-190,700 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-28
D.A. Davidson & Co.
CLOSED
Shares0 from 27,436
Change-27,436 (-100%)
Value$0 (-$555.0K)
Filed 2026-10-28
StoneX Group Inc.
CLOSED
Shares0 from 19,238
Change-19,238 (-100%)
Value$0 (-$415.8K)
Filed 2026-11-03
Oppenheimer & Co Inc
CLOSED
Shares0 from 12,924
Change-12,924 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$50.6K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-23
RMG Wealth Management LLC
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$66.2K)
Filed 2026-10-26
Larson Financial Group LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 1,572,706
Change-1,572,706 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,481,350
Change-1,481,350 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 823,638
Change-823,638 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 599,541
Change-599,541 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 519,974
Change-519,974 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 515,806
Change-515,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 327,243
Change-327,243 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 267,084
Change-267,084 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 244,890
Change-244,890 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 244,642
Change-244,642 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 219,719
Change-219,719 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 219,004
Change-219,004 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 201,144
Change-201,144 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 188,500
Change-188,500 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 150,193
Change-150,193 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 138,613
Change-138,613 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 133,964
Change-133,964 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 120,431
Change-120,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 118,684
Change-118,684 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 115,604
Change-115,604 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 111,340
Change-111,340 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 106,828
Change-106,828 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,277
Change-81,277 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,043
Change-80,043 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 76,750
Change-76,750 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 70,111
Change-70,111 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 67,337
Change-67,337 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,103
Change-67,103 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,995
Change-64,995 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 45,863
Change-45,863 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 44,097
Change-44,097 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 41,813
Change-41,813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 35,422
Change-35,422 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 34,281
Change-34,281 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 31,242
Change-31,242 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 24,237
Change-24,237 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,324
Change-23,324 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,653
Change-22,653 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 21,590
Change-21,590 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 16,932
Change-16,932 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,818
Change-13,818 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
&partners
N/A
Shares— from 12,114
Change-12,114 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,294
Change-11,294 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,493
Change-6,493 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
FMR LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Blair William & Co
N/A
Shares— from 785
Change-785 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 466
Change-466 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 381
Change-381 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 281
Change-281 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED1,132,4911,178,237-45,746-4%$23.8M$24.7M+$909.2K2026-11-06
Virtue Capital Management, LLC
DECREASED249,456302,856-53,400-18%$6.1M$5.5M-$676.2K2026-10-29
Crumly & Associates Inc.
DECREASED139,604140,849-1,245-1%$2.8M$3.1M+$201.0K2026-10-07
Financial Management Professionals, Inc.
NEW81,496—+81,496——$1.8M—2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED74,102150,980-76,878-51%$3.1M$1.6M-$1.4M2026-11-02
Commonwealth Equity Services, LLC
DECREASED56,45494,887-38,433-40%$1.9M$1.2M-$686.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED51,20246,533+4,669+10%$941.4K$1.1M+$177.4K2026-11-02
Kesler, Norman & Wride, LLC
INCREASED43,83143,514+317+1%$880.3K$957.7K+$77.4K2026-11-06
Truist Financial Corp
DECREASED41,14641,584-438-1%$841.2K$899.0K+$57.8K2026-10-30
Prospera Financial Services Inc
DECREASED32,47234,808-2,336-7%$704.2K$811.9K+$107.7K2026-11-04
Global Assets Advisory, LLC
DECREASED27,10127,171-700%$545.7K$622.2K+$76.5K2026-10-28
United Advisor Group, LLC
NEW24,335—+24,335——$531.7K—2026-11-03
Cottonwood Capital Advisors, LLC
DECREASED21,19421,249-550%$429.9K$463.1K+$33.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED19,48420,072-588-3%$406.1K$425.7K+$19.7K2026-10-08
Compass Financial Management LLC
UNCHANGED18,56218,56200%$375.5K$405.6K+$30.1K2026-10-30
Wealth Enhancement Advisory Services, LLC
NEW15,984—+15,984——$374.2K—2026-10-13
Retirement Planning Group, LLC
DECREASED15,24715,685-438-3%$317.3K$333.1K+$15.8K2026-10-19
Level Four Advisory Services, LLC
DECREASED14,39414,802-408-3%$299.4K$314.5K+$15.1K2026-11-06
JBR Co Financial Management Inc
DECREASED14,09214,422-330-2%$291.8K$282.0K-$9.8K2026-10-13
Fifth Third Bancorp
INCREASED13,54813,416+132+1%$271.4K$296.0K+$24.6K2026-11-05
Moors & Cabot, Inc.
INCREASED11,60411,592+12+0%$234.5K$253.6K+$19.0K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED11,43511,430+5+0%$231.2K$249.9K+$18.6K2026-11-06
Global View Capital Management LLC
DECREASED11,20416,730-5,526-33%$338.4K$244.8K-$93.6K2026-10-28
Capital Square, LLC
NEW10,553—+10,553——$230.8K—2026-10-19
Wealth Effects LLC
DECREASED10,40010,500-100-1%$212.4K$227.2K+$14.8K2026-10-23
Lanark Financial, Inc.
INCREASED10,20610,199+7+0%$206.3K$223.0K+$16.7K2026-10-26
Independent Financial Group, LLC
NEW9,817—+9,817——$214.5K—2026-10-13
Prosperity Financial Group, Inc.
NEW9,526—+9,526——$208.1K—2026-10-29
PNC Financial Services Group, Inc.
DECREASED8,4378,456-190%$171.1K$184.3K+$13.3K2026-11-06
Parallel Advisors, LLC
INCREASED7,8357,651+184+2%$154.8K$171.2K+$16.4K2026-11-03
Reap Financial Group, LLC
INCREASED4,6864,652+34+1%$94.1K$102.4K+$8.3K2026-11-02
IFP Advisors, Inc
INCREASED3,9523,924+28+1%$79.4K$86.4K+$7.0K2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED3,8663,86600%$77$22.1K+$22.0K2026-11-04
Biltmore Family Office, LLC
UNCHANGED3,2263,22600%$65.3K$70.5K+$5.2K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED2,4012,384+17+1%$48.2K$52.5K+$4.2K2026-11-05
Clearstead Advisors, LLC
UNCHANGED1,5981,59800%$32.3K$34.9K+$2.6K2026-11-06
Golden State Wealth Management, LLC
INCREASED1,5341,523+11+1%$30.8K$33.5K+$2.7K2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED1,1571,15700%$23.2K$26.0K+$2.8K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,1001,10000%$22.3K$24.0K+$1.8K2026-10-21
Mechanics Financial Corp
UNCHANGED1,0041,00400%$20.3K$21.9K+$1.6K2026-11-05
Register Financial Advisors LLC
UNCHANGED1,0001,00000%$20.2K$21.9K+$1.6K2026-10-23
Ashton Thomas Private Wealth, LLC
UNCHANGED87587500%$17.7K$19.1K+$1.4K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED79579500%$16.1K$17.4K+$1.3K2026-10-23
AlphaCore Capital LLC
UNCHANGED70070000%$14.2K$15.3K+$1.1K2026-11-04
Root Financial Partners, LLC
NEW655—+655——$14.3K—2026-10-21
Blue Trust, Inc.
INCREASED628623+5+1%$12.6K$13.7K+$1.1K2026-10-15
Mosley Wealth Management
INCREASED608604+4+1%$12.2K$14.4K+$2.2K2026-10-16
Financial Perspectives, Inc
UNCHANGED60060000%$12.1K$13.1K+$9722026-11-03
CoreCap Advisors, LLC
UNCHANGED53153100%$10.7K$11.6K+$8602026-10-08
CX Institutional
INCREASED488482+6+1%$10$11+$12026-10-02
Russell Investments Group, Ltd.
NEW453—+453——$9.9K—2026-11-06
Rossby Financial, LCC
UNCHANGED39539500%$8.0K$8.6K+$6402026-11-05
US Bancorp \de\
INCREASED320160+160+100%$3.2K$7.0K+$3.8K2026-11-05
Spire Wealth Management
UNCHANGED25625600%$5.2K$5.6K+$4152026-10-30
Capital Investment Advisory Services, LLC
INCREASED207206+1+0%$4.2K$4.5K+$3502026-10-30
Clayton Financial Group LLC
NEW55—+55——$1.2K—2026-10-13
SBI Securities Co., Ltd.
DECREASED3143-12-28%$870$677-$1932026-10-22
Realta Investment Advisors
DECREASED131,627-31,626-100%$639.8K$15-$639.8K2026-10-14
Greenup Street Wealth Management LLC
CLOSED0190,700-190,700-100%$3.9M$0-$3.9M2026-10-28
D.A. Davidson & Co.
CLOSED027,436-27,436-100%$555.0K$0-$555.0K2026-10-28
StoneX Group Inc.
CLOSED019,238-19,238-100%$415.8K$0-$415.8K2026-11-03
Oppenheimer & Co Inc
CLOSED012,924-12,924-100%$261.5K$0-$261.5K2026-10-26
MCF Advisors LLC
CLOSED02,500-2,500-100%$50.6K$0-$50.6K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0980-980-100%$19.8K$0-$19.8K2026-10-26
Hilton Head Capital Partners, LLC
CLOSED0904-904-100%$18.3K$0-$18.3K2026-10-23
RMG Wealth Management LLC
CLOSED0502-502-100%$66.2K$0-$66.2K2026-10-26
Larson Financial Group LLC
CLOSED0275-275-100%$5.6K$0-$5.6K2026-11-05
Tucker Asset Management LLC
CLOSED0101-101-100%$2.0K$0-$2.0K2026-10-29
Wagner Wealth Management, LLC
CLOSED080-80-100%$1.6K$0-$1.6K2026-10-21
Morgan Stanley
N/A—1,572,706-1,572,706-100%$31.8M———
Wells Fargo & Company
N/A—1,481,350-1,481,350-100%$30.0M———
Raymond James Financial Inc
N/A—823,638-823,638-100%$16.7M———
Qube Research & Technologies Ltd
N/A—599,541-599,541-100%$12.1M———
Summit Financial, LLC
N/A—519,974-519,974-100%$10.5M———
Royal Bank of Canada
N/A—515,806-515,806-100%$10.4M———
UBS Group AG
N/A—327,243-327,243-100%$6.6M———
Benjamin Edwards Inc
N/A—267,084-267,084-100%$5.4M———
Bank of America Corp
N/A—244,890-244,890-100%$5.0M———
Two Sigma Investments, LP
N/A—244,642-244,642-100%$4.9M———
D. E. Shaw & Co., Inc.
N/A—219,719-219,719-100%$4.4M———
Tower Research Capital LLC (TRC)
N/A—219,004-219,004-100%$4.4M———
Goldman Sachs Group Inc
N/A—201,144-201,144-100%$4.1M———
Independent Advisor Alliance
N/A—188,500-188,500-100%$3.8M———
GTS Securities LLC
N/A—150,193-150,193-100%$3.0M———
Equitable Holdings, Inc.
N/A—138,613-138,613-100%$2.8M———
Stifel Financial Corp
N/A—133,964-133,964-100%$2.7M———
NewEdge Advisors, LLC
N/A—120,431-120,431-100%$2.4M———
Osaic Holdings, Inc.
N/A—118,684-118,684-100%$2.4M———
Cetera Investment Advisers
N/A—115,604-115,604-100%$2.3M———
HighTower Advisors, LLC
N/A—111,340-111,340-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—106,828-106,828-100%$2.2M———
Susquehanna International Group, LLP
N/A—81,277-81,277-100%$1.6M———
Private Advisor Group, LLC
N/A—80,043-80,043-100%$1.6M———
Citadel Advisors LLC
N/A—76,750-76,750-100%$1.6M———
Marshall Wace, LLP
N/A—70,111-70,111-100%$1.4M———
Harbour Investments, Inc.
N/A—67,337-67,337-100%$1.4M———
Envestnet Asset Management Inc
N/A—67,103-67,103-100%$1.4M———
Janney Montgomery Scott LLC
N/A—64,995-64,995-100%$1.3M———
OneAscent Financial Services LLC
N/A—45,863-45,863-100%$927.8K———
Kovack Advisors, Inc.
N/A—44,097-44,097-100%$882.5K———
JPMorgan Chase & Co
N/A—41,813-41,813-100%$847.1K———
Jones Financial Companies Lllp
N/A—35,422-35,422-100%$719.4K———
Flow Traders U.S. LLC
N/A—34,281-34,281-100%$694.0K———
Baird Financial Group, Inc.
N/A—33,606-33,606-100%$679.8K———
Centaurus Financial, Inc.
N/A—31,242-31,242-100%$632.0K———
Tudor Financial Inc.
N/A—24,237-24,237-100%$490.3K———
Sanctuary Advisors, LLC
N/A—23,324-23,324-100%$471.9K———
MML Investors Services, LLC
N/A—22,653-22,653-100%$458.3K———
XTX Topco Ltd
N/A—21,590-21,590-100%$436.8K———
Two Sigma Securities, LLC
N/A—20,392-20,392-100%$412.5K———
Beto Financial Group, LLC
N/A—16,932-16,932-100%$361.2K———
1776 Wealth LLC
N/A—16,400-16,400-100%$331.8K———
Warner Group LLC
N/A—15,700-15,700-100%$317.6K———
AE Wealth Management LLC
N/A—14,495-14,495-100%$293.2K———
IHT Wealth Management, LLC
N/A—13,986-13,986-100%$282.9K———
Northwestern Mutual Wealth Management Co
N/A—13,818-13,818-100%$279.5K———
Captrust Financial Advisors
N/A—13,725-13,725-100%$277.7K———
Dunhill Financial, LLC
N/A—13,555-13,555-100%$274.2K———
&partners
N/A—12,114-12,114-100%$245.1K———
Quantinno Capital Management LP
N/A—11,294-11,294-100%$228.5K———
HFG Advisors, Inc.
N/A—10,991-10,991-100%$222.3K———
Keating Financial Advisory Services, Inc.
N/A—8,793-8,793-100%$177.9K———
Global Retirement Partners, LLC
N/A—6,493-6,493-100%$131.4K———
Geneos Wealth Management Inc.
N/A—6,200-6,200-100%$125.4K———
Arax Advisory Partners
N/A—5,240-5,240-100%$106.0K———
Steward Partners Investment Advisory, LLC
N/A—5,168-5,168-100%$104.6K———
Private Wealth Asset Management, LLC
N/A—3,775-3,775-100%$76.4K———
Topsail Wealth Management, LLC
N/A—2,600-2,600-100%$52.6K———
Aptus Capital Advisors, LLC
N/A—1,392-1,392-100%$28.2K———
UBS Asset Management Americas LLC
N/A—1,195-1,195-100%$24.2K———
Nova Wealth Management, Inc.
N/A—1,076-1,076-100%$21.8K———
FMR LLC
N/A—836-836-100%$16.9K———
Blair William & Co
N/A—785-785-100%$15.9K———
Transamerica Financial Advisors, LLC
N/A—562-562-100%$11.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—466-466-100%$9.4K———
Integrity Financial Corp
N/A—381-381-100%$7.7K———
Fiduciary Financial Advisors
N/A—281-281-100%$5.7K———
Kiker Wealth Management, LLC
N/A—80-80-100%$1.6K———
HHM Wealth Advisors, LLC
N/A—10-10-100%$203———
BFC Planning, Inc.
N/A—00—$7———
Showing 140 of 140 institutions