First Trust Indst Ucers (FXR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Truist Financial Corp

DECREASED

Shares133,825 from 155,961

Change-22,136 (-14%)

Value$10.9M (-$3.3M)

Filed 2026-10-30

D.A. Davidson & Co.

DECREASED

Shares120,141 from 158,041

Change-37,900 (-24%)

Value$9.8M (-$4.6M)

Filed 2026-10-28

Monument Capital Management

INCREASED

Shares64,860 from 63,826

Change+1,034 (+2%)

Value$5.3M (-$532.3K)

Filed 2026-10-09

Virtue Capital Management, LLC

DECREASED

Shares63,155 from 77,360

Change-14,205 (-18%)

Value$5.1M (-$1.9M)

Filed 2026-10-29

Assetmark, Inc

INCREASED

Shares53,825 from 46,324

Change+7,501 (+16%)

Value$4.4M (+$163.5K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares49,621 from 44,764

Change+4,857 (+11%)

Value$4.0M (-$37.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares44,496 from 48,108

Change-3,612 (-8%)

Value$3.6M (-$759.0K)

Filed 2026-11-02

Crumly & Associates Inc.

UNCHANGED

Shares33,874 from 33,874

Change0 (0%)

Value$2.8M (-$327.2K)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares29,054 from 26,943

Change+2,111 (+8%)

Value$2.4M (-$88.3K)

Filed 2026-11-02

MTM Investment Management, LLC

DECREASED

Shares23,266 from 24,258

Change-992 (-4%)

Value$1.9M (-$315.1K)

Filed 2026-10-30

Purus Wealth Management, LLC

INCREASED

Shares21,931 from 21,391

Change+540 (+3%)

Value$1.8M (-$162.7K)

Filed 2026-10-15

Well Done, LLC

INCREASED

Shares18,677 from 12,135

Change+6,542 (+54%)

Value$1.5M (+$415.7K)

Filed 2026-10-20

Prospera Financial Services Inc

INCREASED

Shares18,108 from 14,824

Change+3,284 (+22%)

Value$1.6M (+$223.9K)

Filed 2026-11-04

Paragon Private Wealth Management, LLC

DECREASED

Shares17,162 from 20,002

Change-2,840 (-14%)

Value$1.4M (-$424.6K)

Filed 2026-10-20

Sound Income Strategies, LLC

DECREASED

Shares14,876 from 15,856

Change-980 (-6%)

Value$1.2M (-$214.7K)

Filed 2026-10-09

Harmony Asset Management LLC

DECREASED

Shares13,338 from 13,361

Change-23 (0%)

Value$1.1M (-$130.9K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares13,120 from 12,487

Change+633 (+5%)

Value$1.1M (-$69.0K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares12,835 from 13,528

Change-693 (-5%)

Value$1.0M (-$187.0K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares11,781 from 9,089

Change+2,692 (+30%)

Value$959.7K (+$131.5K)

Filed 2026-11-03

Citigroup Inc

NEW

Shares11,486

Change+11,486

Value$935.7K

Filed 2026-11-04

Concurrent Investment Advisors, LLC

INCREASED

Shares10,150 from 2,816

Change+7,334 (+260%)

Value$826.8K (+$570.2K)

Filed 2026-10-16

Asset One Wealth Management LLC

DECREASED

Shares9,947 from 9,980

Change-33 (0%)

Value$810.3K (-$75.0K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

DECREASED

Shares8,920 from 9,048

Change-128 (-1%)

Value$726.6K (-$97.8K)

Filed 2026-11-05

B. Riley Wealth Advisors, Inc.

NEW

Shares8,800

Change+8,800

Value$716.9K

Filed 2026-10-13

AlphaCore Capital LLC

UNCHANGED

Shares8,269 from 8,269

Change0 (0%)

Value$673.6K (-$79.9K)

Filed 2026-11-04

Atria Investments, Inc

INCREASED

Shares7,831 from 7,478

Change+353 (+5%)

Value$637.9K (-$43.5K)

Filed 2026-10-15

Iams Wealth Management, LLC

NEW

Shares7,624

Change+7,624

Value$621.1K

Filed 2026-10-15

Equitable Trust Co

UNCHANGED

Shares6,587 from 6,587

Change0 (0%)

Value$536.6K (-$63.6K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares6,513 from 6,643

Change-130 (-2%)

Value$530.5K (-$74.8K)

Filed 2026-11-05

United Advisor Group, LLC

NEW

Shares6,277

Change+6,277

Value$511.3K

Filed 2026-11-03

Pacific Excel Wealth Advisors, Inc.

NEW

Shares6,239

Change+6,239

Value$509.2K

Filed 2026-10-27

Park Avenue Securities LLC

DECREASED

Shares5,950 from 6,019

Change-69 (-1%)

Value$485.0K (-$63.0K)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares5,779 from 6,143

Change-364 (-6%)

Value$470.8K (-$89.0K)

Filed 2026-10-16

WealthBridge Capital Management, LLC

INCREASED

Shares5,632 from 5,464

Change+168 (+3%)

Value$458.8K (-$39.1K)

Filed 2026-10-16

Southland Equity Partners LLC

UNCHANGED

Shares5,599 from 5,599

Change0 (0%)

Value$456.1K (-$54.1K)

Filed 2026-10-14

MGO One Seven LLC

DECREASED

Shares5,394 from 5,759

Change-365 (-6%)

Value$439.4K (-$85.4K)

Filed 2026-10-28

BIP Wealth, LLC

INCREASED

Shares4,932 from 4,769

Change+163 (+3%)

Value$401.8K (-$32.8K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares4,927 from 5,212

Change-285 (-5%)

Value$407.4K (-$56.1K)

Filed 2026-10-13

Cornerstone Wealth Management, LLC

INCREASED

Shares4,918 from 4,916

Change+2 (+0%)

Value$400.7K (-$47.3K)

Filed 2026-11-04

Daymark Wealth Partners, LLC

DECREASED

Shares4,479 from 5,570

Change-1,091 (-20%)

Value$364.9K (-$142.7K)

Filed 2026-11-04

Trueblood Wealth Management, LLC

INCREASED

Shares4,337 from 4,327

Change+10 (+0%)

Value$353.3K (-$41.0K)

Filed 2026-10-23

International Assets Investment Management, LLC

INCREASED

Shares4,231 from 3,947

Change+284 (+7%)

Value$350.1K (-$7.1K)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares3,903 from 2,503

Change+1,400 (+56%)

Value$317.9K (+$89.9K)

Filed 2026-10-23

Morey & Quinn Wealth Partners, LLC

UNCHANGED

Shares3,900 from 3,900

Change0 (0%)

Value$317.7K (-$37.7K)

Filed 2026-10-28

Winebrenner Capital Management LLC

DECREASED

Shares3,838 from 4,046

Change-208 (-5%)

Value$312.7K (-$56.0K)

Filed 2026-10-07

Quad-Cities Investment Group, LLC

INCREASED

Shares3,803 from 3,799

Change+4 (+0%)

Value$309.8K (-$36.4K)

Filed 2026-10-16

Kraft, Davis & Associates, LLC

UNCHANGED

Shares3,425 from 3,425

Change0 (0%)

Value$284.3K (-$14.8K)

Filed 2026-10-21

Ridgeline Wealth Planning, LLC

UNCHANGED

Shares3,359 from 3,359

Change0 (0%)

Value$273.6K (-$32.4K)

Filed 2026-10-29

Choreo, LLC

UNCHANGED

Shares3,347 from 3,347

Change0 (0%)

Value$272.6K (-$32.3K)

Filed 2026-10-28

Sigma Planning Corp

INCREASED

Shares3,197 from 2,545

Change+652 (+26%)

Value$260.4K (+$28.5K)

Filed 2026-10-23

Meridian Wealth Management, LLC

UNCHANGED

Shares2,992 from 2,992

Change0 (0%)

Value$243.7K (-$28.9K)

Filed 2026-11-05

MinichMacGregor Wealth Management, LLC

UNCHANGED

Shares2,910 from 2,910

Change0 (0%)

Value$237.0K (-$28.1K)

Filed 2026-10-14

Prime Capital Investment Advisors, LLC

INCREASED

Shares2,896 from 2,887

Change+9 (+0%)

Value$235.9K (-$27.2K)

Filed 2026-10-20

Retirement Planning Group, LLC

DECREASED

Shares2,866 from 3,049

Change-183 (-6%)

Value$233.5K (-$44.4K)

Filed 2026-10-19

CoreCap Advisors, LLC

DECREASED

Shares2,458 from 3,067

Change-609 (-20%)

Value$200.2K (-$79.2K)

Filed 2026-10-08

Ashton Thomas Private Wealth, LLC

INCREASED

Shares2,207 from 2,162

Change+45 (+2%)

Value$179.8K (-$17.2K)

Filed 2026-11-03

CX Institutional

INCREASED

Shares1,984 from 1,957

Change+27 (+1%)

Value$162 (-$16)

Filed 2026-10-02

Cullen T Bankers, Inc.

INCREASED

Shares1,006 from 508

Change+498 (+98%)

Value$81.9K (+$35.6K)

Filed 2026-10-28

Trust Co of Toledo NA

UNCHANGED

Shares780 from 780

Change0 (0%)

Value$63.5K (-$7.5K)

Filed 2026-10-16

Hilton Head Capital Partners, LLC

UNCHANGED

Shares766 from 766

Change0 (0%)

Value$62.4K (-$7.4K)

Filed 2026-10-23

Reap Financial Group, LLC

INCREASED

Shares709 from 707

Change+2 (+0%)

Value$57.7K (-$6.7K)

Filed 2026-11-02

Compass Financial Management LLC

UNCHANGED

Shares683 from 683

Change0 (0%)

Value$55.6K (-$6.6K)

Filed 2026-10-30

Mather Group, Llc.

INCREASED

Shares555 from 348

Change+207 (+59%)

Value$45.2K (+$13.5K)

Filed 2026-10-14

Physician Wealth Advisors, Inc.

UNCHANGED

Shares473 from 473

Change0 (0%)

Value$38.5K (-$4.6K)

Filed 2026-10-20

Signature Equity Partners, LLC

INCREASED

Shares465 from 123

Change+342 (+278%)

Value$37.9K (+$26.7K)

Filed 2026-10-29

Atwood & Palmer Inc

DECREASED

Shares400 from 575

Change-175 (-30%)

Value$32.6K (-$19.8K)

Filed 2026-10-08

Gamma Investing LLC

UNCHANGED

Shares398 from 398

Change0 (0%)

Value$32.4K (-$3.8K)

Filed 2026-10-08

Elevation Wealth Partners, LLC

UNCHANGED

Shares378 from 378

Change0 (0%)

Value$30.8K (-$3.7K)

Filed 2026-10-07

Lanark Financial, Inc.

DECREASED

Shares299 from 338

Change-39 (-12%)

Value$24.3K (-$6.5K)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares219

Change+219

Value$17.8K

Filed 2026-10-30

Spire Wealth Management

UNCHANGED

Shares156 from 156

Change0 (0%)

Value$12.7K (-$1.5K)

Filed 2026-10-30

Capital Investment Advisory Services, LLC

INCREASED

Shares155 from 125

Change+30 (+24%)

Value$12.7K (+$1.3K)

Filed 2026-10-30

Tounjian Advisory Partners, LLC

DECREASED

Shares143 from 191

Change-48 (-25%)

Value$11.7K (-$5.7K)

Filed 2026-11-04

Quest 10 Wealth Builders, Inc.

INCREASED

Shares117 from 111

Change+6 (+5%)

Value$9.5K (-$583)

Filed 2026-11-02

Westside Investment Management, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$8.1K (-$966)

Filed 2026-11-02

Silver Grove Financial Group, Inc.

INCREASED

Shares90 from 49

Change+41 (+84%)

Value$7.3K (+$2.9K)

Filed 2026-11-05

Nfsg Corp

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$6.1K (-$724)

Filed 2026-10-15

Brown, Lisle Ings, Inc.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$5.3K (-$628)

Filed 2026-10-16

Buck Wealth Strategies, LLC

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$5.1K (-$598)

Filed 2026-10-28

First Community Trust NA

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$4.1K (-$483)

Filed 2026-10-07

Private Trust Co NA

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$2.7K (-$319)

Filed 2026-10-20

Creative Financial Designs Inc

DECREASED

Shares25 from 32

Change-7 (-22%)

Value$2.0K (-$879)

Filed 2026-11-04

Lloyd Advisory Services, Llc.

INCREASED

Shares20 from 19

Change+1 (+5%)

Value$1.6K (-$97)

Filed 2026-11-02

Key Capital Management, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$815 (-$96)

Filed 2026-11-03

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$245 (-$29)

Filed 2026-10-23

Realta Investment Advisors

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$54 (-$6)

Filed 2026-10-14

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 5,315

Change-5,315 (-100%)

Value$0 (-$484.3K)

Filed 2026-10-14

TradeWell Securities, Llc.

CLOSED

Shares0 from 4,194

Change-4,194 (-100%)

Value$0 (-$382.1K)

Filed 2026-10-21

Tucker Asset Management LLC

CLOSED

Shares0 from 808

Change-808 (-100%)

Value$0 (-$73.6K)

Filed 2026-10-29

Bullseye Investment Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$18.2K)

Filed 2026-10-29

Wagner Wealth Management, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 836,481

Change-836,481 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 796,996

Change-796,996 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 533,258

Change-533,258 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 486,887

Change-486,887 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 352,787

Change-352,787 (-100%)

Value—

Earned Wealth Advisors, LLC

N/A

Shares— from 264,853

Change-264,853 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 202,542

Change-202,542 (-100%)

Value—

UBS Group AG

N/A

Shares— from 200,509

Change-200,509 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 117,214

Change-117,214 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 98,910

Change-98,910 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 98,156

Change-98,156 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 79,172

Change-79,172 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 61,781

Change-61,781 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 54,311

Change-54,311 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 52,869

Change-52,869 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 42,454

Change-42,454 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 40,120

Change-40,120 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 33,801

Change-33,801 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 32,516

Change-32,516 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 31,569

Change-31,569 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 27,137

Change-27,137 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 24,204

Change-24,204 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 23,183

Change-23,183 (-100%)

Value—

Schrum Private Wealth Management LLC

N/A

Shares— from 21,933

Change-21,933 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 21,889

Change-21,889 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 21,819

Change-21,819 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 20,050

Change-20,050 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 19,018

Change-19,018 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 18,972

Change-18,972 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 18,868

Change-18,868 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 14,973

Change-14,973 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,472

Change-14,472 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,680

Change-13,680 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 13,437

Change-13,437 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 11,502

Change-11,502 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 8,685

Change-8,685 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 8,534

Change-8,534 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 7,970

Change-7,970 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7,885

Change-7,885 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 6,346

Change-6,346 (-100%)

Value—

HFG Advisors, Inc.

N/A

Shares— from 6,297

Change-6,297 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,263

Change-6,263 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 6,052

Change-6,052 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 5,663

Change-5,663 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 5,557

Change-5,557 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 5,521

Change-5,521 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 5,465

Change-5,465 (-100%)

Value—

Stephens Inc

N/A

Shares— from 5,419

Change-5,419 (-100%)

Value—

&partners

N/A

Shares— from 4,968

Change-4,968 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 4,808

Change-4,808 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 4,767

Change-4,767 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 4,641

Change-4,641 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 4,455

Change-4,455 (-100%)

Value—

Risk Paradigm Group, LLC

N/A

Shares— from 4,437

Change-4,437 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,325

Change-4,325 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,315

Change-4,315 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 3,997

Change-3,997 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 3,979

Change-3,979 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,741

Change-3,741 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 3,739

Change-3,739 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 3,630

Change-3,630 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,515

Change-3,515 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 3,415

Change-3,415 (-100%)

Value—

Beto Financial Group, LLC

N/A

Shares— from 3,365

Change-3,365 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 3,217

Change-3,217 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,204

Change-3,204 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,110

Change-3,110 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 2,940

Change-2,940 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,831

Change-2,831 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,685

Change-2,685 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,678

Change-2,678 (-100%)

Value—

Bellwether Advisors, LLC

N/A

Shares— from 2,650

Change-2,650 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,362

Change-2,362 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 2,303

Change-2,303 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 1,977

Change-1,977 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 1,642

Change-1,642 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,413

Change-1,413 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,315

Change-1,315 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,172

Change-1,172 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,029

Change-1,029 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 747

Change-747 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 587

Change-587 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 586

Change-586 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 475

Change-475 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 446

Change-446 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 357

Change-357 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 327

Change-327 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 278

Change-278 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 258

Change-258 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 199

Change-199 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 142

Change-142 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 95

Change-95 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 95

Change-95 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Truist Financial Corp	DECREASED	133,825	155,961	-22,136	-14%	$14.2M	$10.9M	-$3.3M	2026-10-30
D.A. Davidson & Co.	DECREASED	120,141	158,041	-37,900	-24%	$14.4M	$9.8M	-$4.6M	2026-10-28
Monument Capital Management	INCREASED	64,860	63,826	+1,034	+2%	$5.8M	$5.3M	-$532.3K	2026-10-09
Virtue Capital Management, LLC	DECREASED	63,155	77,360	-14,205	-18%	$7.0M	$5.1M	-$1.9M	2026-10-29
Assetmark, Inc	INCREASED	53,825	46,324	+7,501	+16%	$4.2M	$4.4M	+$163.5K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	49,621	44,764	+4,857	+11%	$4.1M	$4.0M	-$37.0K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	44,496	48,108	-3,612	-8%	$4.4M	$3.6M	-$759.0K	2026-11-02
Crumly & Associates Inc.	UNCHANGED	33,874	33,874	0	0%	$3.1M	$2.8M	-$327.2K	2026-10-07
Kestra Advisory Services, LLC	INCREASED	29,054	26,943	+2,111	+8%	$2.5M	$2.4M	-$88.3K	2026-11-02
MTM Investment Management, LLC	DECREASED	23,266	24,258	-992	-4%	$2.2M	$1.9M	-$315.1K	2026-10-30
Purus Wealth Management, LLC	INCREASED	21,931	21,391	+540	+3%	$1.9M	$1.8M	-$162.7K	2026-10-15
Well Done, LLC	INCREASED	18,677	12,135	+6,542	+54%	$1.1M	$1.5M	+$415.7K	2026-10-20
Prospera Financial Services Inc	INCREASED	18,108	14,824	+3,284	+22%	$1.4M	$1.6M	+$223.9K	2026-11-04
Paragon Private Wealth Management, LLC	DECREASED	17,162	20,002	-2,840	-14%	$1.8M	$1.4M	-$424.6K	2026-10-20
Sound Income Strategies, LLC	DECREASED	14,876	15,856	-980	-6%	$1.4M	$1.2M	-$214.7K	2026-10-09
Harmony Asset Management LLC	DECREASED	13,338	13,361	-23	0%	$1.2M	$1.1M	-$130.9K	2026-10-20
Bank of New York Mellon Corp	INCREASED	13,120	12,487	+633	+5%	$1.1M	$1.1M	-$69.0K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	12,835	13,528	-693	-5%	$1.2M	$1.0M	-$187.0K	2026-10-08
Parallel Advisors, LLC	INCREASED	11,781	9,089	+2,692	+30%	$828.2K	$959.7K	+$131.5K	2026-11-03
Citigroup Inc	NEW	11,486	—	+11,486	—	—	$935.7K	—	2026-11-04
Concurrent Investment Advisors, LLC	INCREASED	10,150	2,816	+7,334	+260%	$256.6K	$826.8K	+$570.2K	2026-10-16
Asset One Wealth Management LLC	DECREASED	9,947	9,980	-33	0%	$885.3K	$810.3K	-$75.0K	2026-11-02
J.W. Cole Advisors, Inc.	DECREASED	8,920	9,048	-128	-1%	$824.5K	$726.6K	-$97.8K	2026-11-05
B. Riley Wealth Advisors, Inc.	NEW	8,800	—	+8,800	—	—	$716.9K	—	2026-10-13
AlphaCore Capital LLC	UNCHANGED	8,269	8,269	0	0%	$753.5K	$673.6K	-$79.9K	2026-11-04
Atria Investments, Inc	INCREASED	7,831	7,478	+353	+5%	$681.4K	$637.9K	-$43.5K	2026-10-15
Iams Wealth Management, LLC	NEW	7,624	—	+7,624	—	—	$621.1K	—	2026-10-15
Equitable Trust Co	UNCHANGED	6,587	6,587	0	0%	$600.2K	$536.6K	-$63.6K	2026-10-13
Fifth Third Bancorp	DECREASED	6,513	6,643	-130	-2%	$605.3K	$530.5K	-$74.8K	2026-11-05
United Advisor Group, LLC	NEW	6,277	—	+6,277	—	—	$511.3K	—	2026-11-03
Pacific Excel Wealth Advisors, Inc.	NEW	6,239	—	+6,239	—	—	$509.2K	—	2026-10-27
Park Avenue Securities LLC	DECREASED	5,950	6,019	-69	-1%	$548.0K	$485.0K	-$63.0K	2026-10-26
IFP Advisors, Inc	DECREASED	5,779	6,143	-364	-6%	$559.8K	$470.8K	-$89.0K	2026-10-16
WealthBridge Capital Management, LLC	INCREASED	5,632	5,464	+168	+3%	$497.9K	$458.8K	-$39.1K	2026-10-16
Southland Equity Partners LLC	UNCHANGED	5,599	5,599	0	0%	$510.2K	$456.1K	-$54.1K	2026-10-14
MGO One Seven LLC	DECREASED	5,394	5,759	-365	-6%	$524.8K	$439.4K	-$85.4K	2026-10-28
BIP Wealth, LLC	INCREASED	4,932	4,769	+163	+3%	$434.6K	$401.8K	-$32.8K	2026-10-22
Wealth Enhancement Advisory Services, LLC	DECREASED	4,927	5,212	-285	-5%	$463.5K	$407.4K	-$56.1K	2026-10-13
Cornerstone Wealth Management, LLC	INCREASED	4,918	4,916	+2	+0%	$447.9K	$400.7K	-$47.3K	2026-11-04
Daymark Wealth Partners, LLC	DECREASED	4,479	5,570	-1,091	-20%	$507.5K	$364.9K	-$142.7K	2026-11-04
Trueblood Wealth Management, LLC	INCREASED	4,337	4,327	+10	+0%	$394.3K	$353.3K	-$41.0K	2026-10-23
International Assets Investment Management, LLC	INCREASED	4,231	3,947	+284	+7%	$357.2K	$350.1K	-$7.1K	2026-11-02
Apollon Wealth Management, LLC	INCREASED	3,903	2,503	+1,400	+56%	$228.1K	$317.9K	+$89.9K	2026-10-23
Morey & Quinn Wealth Partners, LLC	UNCHANGED	3,900	3,900	0	0%	$355.4K	$317.7K	-$37.7K	2026-10-28
Winebrenner Capital Management LLC	DECREASED	3,838	4,046	-208	-5%	$368.6K	$312.7K	-$56.0K	2026-10-07
Quad-Cities Investment Group, LLC	INCREASED	3,803	3,799	+4	+0%	$346.2K	$309.8K	-$36.4K	2026-10-16
Kraft, Davis & Associates, LLC	UNCHANGED	3,425	3,425	0	0%	$299.1K	$284.3K	-$14.8K	2026-10-21
Ridgeline Wealth Planning, LLC	UNCHANGED	3,359	3,359	0	0%	$306.1K	$273.6K	-$32.4K	2026-10-29
Choreo, LLC	UNCHANGED	3,347	3,347	0	0%	$305.0K	$272.6K	-$32.3K	2026-10-28
Sigma Planning Corp	INCREASED	3,197	2,545	+652	+26%	$231.9K	$260.4K	+$28.5K	2026-10-23
Meridian Wealth Management, LLC	UNCHANGED	2,992	2,992	0	0%	$272.6K	$243.7K	-$28.9K	2026-11-05
MinichMacGregor Wealth Management, LLC	UNCHANGED	2,910	2,910	0	0%	$265.2K	$237.0K	-$28.1K	2026-10-14
Prime Capital Investment Advisors, LLC	INCREASED	2,896	2,887	+9	+0%	$263.1K	$235.9K	-$27.2K	2026-10-20
Retirement Planning Group, LLC	DECREASED	2,866	3,049	-183	-6%	$277.8K	$233.5K	-$44.4K	2026-10-19
CoreCap Advisors, LLC	DECREASED	2,458	3,067	-609	-20%	$279.5K	$200.2K	-$79.2K	2026-10-08
Ashton Thomas Private Wealth, LLC	INCREASED	2,207	2,162	+45	+2%	$197.0K	$179.8K	-$17.2K	2026-11-03
CX Institutional	INCREASED	1,984	1,957	+27	+1%	$178	$162	-$16	2026-10-02
Cullen T Bankers, Inc.	INCREASED	1,006	508	+498	+98%	$46.3K	$81.9K	+$35.6K	2026-10-28
Trust Co of Toledo NA	UNCHANGED	780	780	0	0%	$71.1K	$63.5K	-$7.5K	2026-10-16
Hilton Head Capital Partners, LLC	UNCHANGED	766	766	0	0%	$69.8K	$62.4K	-$7.4K	2026-10-23
Reap Financial Group, LLC	INCREASED	709	707	+2	+0%	$64.4K	$57.7K	-$6.7K	2026-11-02
Compass Financial Management LLC	UNCHANGED	683	683	0	0%	$62.2K	$55.6K	-$6.6K	2026-10-30
Mather Group, Llc.	INCREASED	555	348	+207	+59%	$31.7K	$45.2K	+$13.5K	2026-10-14
Physician Wealth Advisors, Inc.	UNCHANGED	473	473	0	0%	$43.1K	$38.5K	-$4.6K	2026-10-20
Signature Equity Partners, LLC	INCREASED	465	123	+342	+278%	$11.2K	$37.9K	+$26.7K	2026-10-29
Atwood & Palmer Inc	DECREASED	400	575	-175	-30%	$52.4K	$32.6K	-$19.8K	2026-10-08
Gamma Investing LLC	UNCHANGED	398	398	0	0%	$36.3K	$32.4K	-$3.8K	2026-10-08
Elevation Wealth Partners, LLC	UNCHANGED	378	378	0	0%	$34.4K	$30.8K	-$3.7K	2026-10-07
Lanark Financial, Inc.	DECREASED	299	338	-39	-12%	$30.8K	$24.3K	-$6.5K	2026-10-26
Provenance Wealth Advisors, LLC	NEW	219	—	+219	—	—	$17.8K	—	2026-10-30
Spire Wealth Management	UNCHANGED	156	156	0	0%	$14.2K	$12.7K	-$1.5K	2026-10-30
Capital Investment Advisory Services, LLC	INCREASED	155	125	+30	+24%	$11.4K	$12.7K	+$1.3K	2026-10-30
Tounjian Advisory Partners, LLC	DECREASED	143	191	-48	-25%	$17.4K	$11.7K	-$5.7K	2026-11-04
Quest 10 Wealth Builders, Inc.	INCREASED	117	111	+6	+5%	$10.1K	$9.5K	-$583	2026-11-02
Westside Investment Management, Inc.	UNCHANGED	100	100	0	0%	$9.1K	$8.1K	-$966	2026-11-02
Silver Grove Financial Group, Inc.	INCREASED	90	49	+41	+84%	$4.5K	$7.3K	+$2.9K	2026-11-05
Nfsg Corp	UNCHANGED	75	75	0	0%	$6.8K	$6.1K	-$724	2026-10-15
Brown, Lisle Ings, Inc.	UNCHANGED	65	65	0	0%	$5.9K	$5.3K	-$628	2026-10-16
Buck Wealth Strategies, LLC	UNCHANGED	62	62	0	0%	$5.6K	$5.1K	-$598	2026-10-28
First Community Trust NA	UNCHANGED	50	50	0	0%	$4.6K	$4.1K	-$483	2026-10-07
Private Trust Co NA	UNCHANGED	33	33	0	0%	$3.0K	$2.7K	-$319	2026-10-20
Creative Financial Designs Inc	DECREASED	25	32	-7	-22%	$2.9K	$2.0K	-$879	2026-11-04
Lloyd Advisory Services, Llc.	INCREASED	20	19	+1	+5%	$1.7K	$1.6K	-$97	2026-11-02
Key Capital Management, Inc	UNCHANGED	10	10	0	0%	$911	$815	-$96	2026-11-03
Dhjj Financial Advisors, Ltd.	UNCHANGED	3	3	0	0%	$274	$245	-$29	2026-10-23
Realta Investment Advisors	UNCHANGED	1	1	0	0%	$60	$54	-$6	2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	5,315	-5,315	-100%	$484.3K	$0	-$484.3K	2026-10-14
TradeWell Securities, Llc.	CLOSED	0	4,194	-4,194	-100%	$382.1K	$0	-$382.1K	2026-10-21
Tucker Asset Management LLC	CLOSED	0	808	-808	-100%	$73.6K	$0	-$73.6K	2026-10-29
Bullseye Investment Management, LLC	CLOSED	0	200	-200	-100%	$18.2K	$0	-$18.2K	2026-10-29
Wagner Wealth Management, LLC	CLOSED	0	44	-44	-100%	$4.0K	$0	-$4.0K	2026-10-21
Morgan Stanley	N/A	—	836,481	-836,481	-100%	$76.2M	—	—	—
Wells Fargo & Company	N/A	—	796,996	-796,996	-100%	$72.6M	—	—	—
Raymond James Financial Inc	N/A	—	533,258	-533,258	-100%	$48.6M	—	—	—
LPL Financial LLC	N/A	—	486,887	-486,887	-100%	$44.4M	—	—	—
Bank of America Corp	N/A	—	352,787	-352,787	-100%	$32.1M	—	—	—
Earned Wealth Advisors, LLC	N/A	—	264,853	-264,853	-100%	$24.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	202,542	-202,542	-100%	$18.5M	—	—	—
UBS Group AG	N/A	—	200,509	-200,509	-100%	$18.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	117,214	-117,214	-100%	$10.7M	—	—	—
Modern Wealth Management, LLC	N/A	—	98,910	-98,910	-100%	$9.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	98,156	-98,156	-100%	$8.9M	—	—	—
Stifel Financial Corp	N/A	—	79,172	-79,172	-100%	$7.2M	—	—	—
Benjamin Edwards Inc	N/A	—	61,781	-61,781	-100%	$5.6M	—	—	—
Cetera Investment Advisers	N/A	—	54,311	-54,311	-100%	$4.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	52,869	-52,869	-100%	$4.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	50,000	-50,000	-100%	$4.6M	—	—	—
Royal Bank of Canada	N/A	—	42,454	-42,454	-100%	$3.9M	—	—	—
Pgim Custom Harvest LLC	N/A	—	40,120	-40,120	-100%	$3.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	33,801	-33,801	-100%	$3.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	32,516	-32,516	-100%	$3.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	31,569	-31,569	-100%	$2.8M	—	—	—
Regal Investment Advisors LLC	N/A	—	27,137	-27,137	-100%	$2.5M	—	—	—
Arkadios Wealth Advisors	N/A	—	24,204	-24,204	-100%	$2.2M	—	—	—
GTS Securities LLC	N/A	—	23,183	-23,183	-100%	$2.1M	—	—	—
Schrum Private Wealth Management LLC	N/A	—	21,933	-21,933	-100%	$1.5M	—	—	—
Harbour Investments, Inc.	N/A	—	21,889	-21,889	-100%	$2.0M	—	—	—
Navellier & Associates Inc	N/A	—	21,819	-21,819	-100%	$2.0M	—	—	—
Summit Financial, LLC	N/A	—	20,050	-20,050	-100%	$1.8M	—	—	—
JPMorgan Chase & Co	N/A	—	19,018	-19,018	-100%	$1.7M	—	—	—
Flow Traders U.S. LLC	N/A	—	18,972	-18,972	-100%	$1.7M	—	—	—
Wealthfront Advisers LLC	N/A	—	18,868	-18,868	-100%	$1.7M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	14,973	-14,973	-100%	$1.4M	—	—	—
HighTower Advisors, LLC	N/A	—	14,472	-14,472	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	13,680	-13,680	-100%	$1.2M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	13,437	-13,437	-100%	$1.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	11,502	-11,502	-100%	$1.0M	—	—	—
Centaurus Financial, Inc.	N/A	—	8,685	-8,685	-100%	$791.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	8,534	-8,534	-100%	$777.6K	—	—	—
Pacific SUN Financial Corp	N/A	—	7,970	-7,970	-100%	$726.2K	—	—	—
AE Wealth Management LLC	N/A	—	7,885	-7,885	-100%	$718.5K	—	—	—
Great Lakes Advisors, LLC	N/A	—	6,346	-6,346	-100%	$578.2K	—	—	—
HFG Advisors, Inc.	N/A	—	6,297	-6,297	-100%	$573.8K	—	—	—
FMR LLC	N/A	—	6,263	-6,263	-100%	$570.6K	—	—	—
MML Investors Services, LLC	N/A	—	6,052	-6,052	-100%	$551.5K	—	—	—
OneAscent Financial Services LLC	N/A	—	5,663	-5,663	-100%	$516.0K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	5,557	-5,557	-100%	$506.3K	—	—	—
Waverly Advisors, LLC	N/A	—	5,521	-5,521	-100%	$503.1K	—	—	—
NewEdge Wealth, LLC	N/A	—	5,465	-5,465	-100%	$498.0K	—	—	—
Stephens Inc	N/A	—	5,419	-5,419	-100%	$493.8K	—	—	—
&partners	N/A	—	4,968	-4,968	-100%	$444.9K	—	—	—
Harvest Investment Services, LLC	N/A	—	4,808	-4,808	-100%	$438.1K	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	4,767	-4,767	-100%	$434.4K	—	—	—
Empower Advisory Group, LLC	N/A	—	4,641	-4,641	-100%	$422.9K	—	—	—
MAI Capital Management	N/A	—	4,455	-4,455	-100%	$405.9K	—	—	—
Risk Paradigm Group, LLC	N/A	—	4,437	-4,437	-100%	$404.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,325	-4,325	-100%	$394.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,315	-4,315	-100%	$393.2K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	3,997	-3,997	-100%	$364.2K	—	—	—
Bellevue Asset Management, LLC	N/A	—	3,979	-3,979	-100%	$362.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,741	-3,741	-100%	$340.9K	—	—	—
Level Four Advisory Services, LLC	N/A	—	3,739	-3,739	-100%	$340.7K	—	—	—
Sanctuary Advisors, LLC	N/A	—	3,630	-3,630	-100%	$330.8K	—	—	—
BlackRock, Inc.	N/A	—	3,515	-3,515	-100%	$320.3K	—	—	—
XTX Topco Ltd	N/A	—	3,415	-3,415	-100%	$311.2K	—	—	—
Beto Financial Group, LLC	N/A	—	3,365	-3,365	-100%	$295.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	3,217	-3,217	-100%	$293.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,204	-3,204	-100%	$292.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,110	-3,110	-100%	$283.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	2,940	-2,940	-100%	$267.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,831	-2,831	-100%	$258.0K	—	—	—
First Trust Advisors LP	N/A	—	2,685	-2,685	-100%	$244.7K	—	—	—
Captrust Financial Advisors	N/A	—	2,678	-2,678	-100%	$244.0K	—	—	—
Bellwether Advisors, LLC	N/A	—	2,650	-2,650	-100%	$241.5K	—	—	—
Arax Advisory Partners	N/A	—	2,362	-2,362	-100%	$215.2K	—	—	—
Moors & Cabot, Inc.	N/A	—	2,303	-2,303	-100%	$209.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	1,977	-1,977	-100%	$180.1K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	1,642	-1,642	-100%	$149.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,413	-1,413	-100%	$128.8K	—	—	—
Bank of Montreal	N/A	—	1,315	-1,315	-100%	$119.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,172	-1,172	-100%	$106.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,029	-1,029	-100%	$93.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	747	-747	-100%	$68.1K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	587	-587	-100%	$53.5K	—	—	—
IFG Advisory, LLC	N/A	—	586	-586	-100%	$53.4K	—	—	—
BFC Planning, Inc.	N/A	—	475	-475	-100%	$43.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	446	-446	-100%	$40.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	357	-357	-100%	$32.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	327	-327	-100%	$29.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	278	-278	-100%	$25.4K	—	—	—
Ameriflex Group, Inc.	N/A	—	258	-258	-100%	$23.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	199	-199	-100%	$18.1K	—	—	—
Providence Capital Advisors, LLC	N/A	—	189	-189	-100%	$17.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	184	-184	-100%	$16.8K	—	—	—
Continuum Advisory, LLC	N/A	—	142	-142	-100%	$12.9K	—	—	—
Ancora Advisors LLCA	N/A	—	95	-95	-100%	$8.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	95	-95	-100%	$8.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	37	-37	-100%	$3.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	4	-4	-100%	$365	—	—	—

Showing 189 of 189 institutions