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First Trust Technology Alpha (FXL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares121,462 from 124,399
Change-2,937 (-2%)
Value$26.8M (-$179.0K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares120,464 from 103,215
Change+17,249 (+17%)
Value$26.6M (+$4.2M)
Filed 2026-10-30
Genesee Capital Advisors, LLC
DECREASED
Shares104,500 from 107,867
Change-3,367 (-3%)
Value$23.1M (-$336.3K)
Filed 2026-10-20
Nilsine Partners, LLC
INCREASED
Shares100,319 from 97,521
Change+2,798 (+3%)
Value$22.2M (+$987.0K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares63,410 from 63,865
Change-455 (-1%)
Value$14.0M (+$140.9K)
Filed 2026-10-06
Choice Wealth Advisors LLC
INCREASED
Shares51,611 from 51,232
Change+379 (+1%)
Value$11.4M (+$277.3K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares47,479 from 47,702
Change-223 (0%)
Value$10.5M (+$131.0K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares42,924 from 39,063
Change+3,861 (+10%)
Value$9.5M (+$1.0M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares39,495 from 48,843
Change-9,348 (-19%)
Value$8.7M (-$1.9M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares28,977 from 18,544
Change+10,433 (+56%)
Value$6.4M (+$2.4M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares28,905 from 29,478
Change-573 (-2%)
Value$6.4M (-$15.2K)
Filed 2026-10-30
Virtue Capital Management, LLC
DECREASED
Shares26,949 from 30,456
Change-3,507 (-12%)
Value$6.0M (-$659.9K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares24,563 from 24,543
Change+20 (+0%)
Value$5.4M (+$97.1K)
Filed 2026-11-05
Triton Wealth Management, Pllc
DECREASED
Shares23,140 from 24,055
Change-915 (-4%)
Value$4.9M (-$16.5K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares20,490 from 19,587
Change+903 (+5%)
Value$4.5M (+$273.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares19,812 from 19,322
Change+490 (+3%)
Value$4.4M (+$181.2K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares17,711 from 24,802
Change-7,091 (-29%)
Value$3.9M (-$1.0M)
Filed 2026-10-27
Socha Financial Group, LLC
DECREASED
Shares13,940 from 14,414
Change-474 (-3%)
Value$3.1M (-$50.3K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares13,905 from 14,512
Change-607 (-4%)
Value$3.1M (-$79.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares12,575 from 12,728
Change-153 (-1%)
Value$2.8M (+$14.3K)
Filed 2026-10-08
TriaGen Wealth Management LLC
INCREASED
Shares11,663 from 11,426
Change+237 (+2%)
Value$2.6M (+$95.5K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
DECREASED
Shares9,985 from 10,646
Change-661 (-6%)
Value$2.2M (-$105.8K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares9,491 from 6,476
Change+3,015 (+47%)
Value$2.0M (+$620.5K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares9,250 from 2,642
Change+6,608 (+250%)
Value$2.0M (+$1.5M)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares9,216 from 9,514
Change-298 (-3%)
Value$2.0M (-$29.9K)
Filed 2026-10-08
MinichMacGregor Wealth Management, LLC
INCREASED
Shares9,198 from 3,421
Change+5,777 (+169%)
Value$2.0M (+$1.3M)
Filed 2026-10-14
Gimbal Financial
NEW
Shares8,425
Change+8,425
Value$1.9M
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares8,257 from 8,410
Change-153 (-2%)
Value$1.8M (-$2.0K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares8,026 from 8,766
Change-740 (-8%)
Value$1.8M (-$130.4K)
Filed 2026-10-19
Three Seasons Wealth, LLC
DECREASED
Shares7,814 from 7,832
Change-18 (0%)
Value$1.7M (+$25.6K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares7,802 from 2,085
Change+5,717 (+274%)
Value$1.7M (+$1.3M)
Filed 2026-11-04
Stablepoint Partners, LLC
INCREASED
Shares7,589 from 7,309
Change+280 (+4%)
Value$1.7M (+$89.5K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,880 from 6,900
Change-20 (0%)
Value$1.5M (+$21.7K)
Filed 2026-11-03
Elser Financial Planning, Inc
UNCHANGED
Shares6,786 from 6,786
Change0 (0%)
Value$1.5M (+$25.7K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares6,694 from 6,803
Change-109 (-2%)
Value$1.5M (+$1.7K)
Filed 2026-10-28
Davis Investment Partners, LLC
DECREASED
Shares6,567 from 6,968
Change-401 (-6%)
Value$1.5M (-$62.3K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares6,415 from 5,410
Change+1,005 (+19%)
Value$1.4K (+$243)
Filed 2026-10-02
Krilogy Financial LLC
UNCHANGED
Shares6,365 from 6,365
Change0 (0%)
Value$1.4M (+$62.0K)
Filed 2026-10-13
Trust Co of Oklahoma
UNCHANGED
Shares5,973 from 5,973
Change0 (0%)
Value$1.3M (+$22.6K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares5,752 from 5,821
Change-69 (-1%)
Value$1.3M (+$6.8K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares5,687 from 4,726
Change+961 (+20%)
Value$1.3M (+$230.2K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares4,870 from 4,900
Change-30 (-1%)
Value$1.1M (+$11.9K)
Filed 2026-10-28
Keybank National Association
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$1.0M (+$17.8K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares4,651 from 4,677
Change-26 (-1%)
Value$1.0M (+$12.0K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares4,311 from 4,606
Change-295 (-6%)
Value$979.3K (-$21.2K)
Filed 2026-10-09
Worthington Financial Partners, LLC
DECREASED
Shares4,217 from 4,219
Change-2 (0%)
Value$931.9K (+$15.4K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares4,143 from 4,093
Change+50 (+1%)
Value$915.6K (+$26.4K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
DECREASED
Shares4,132 from 4,442
Change-310 (-7%)
Value$913.2K (-$51.7K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares3,937 from 4,226
Change-289 (-7%)
Value$870.1K (-$47.9K)
Filed 2026-11-05
Realta Investment Advisors
NEW
Shares3,912
Change+3,912
Value$864.6K
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares3,898 from 4,101
Change-203 (-5%)
Value$861.5K (-$29.4K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares3,892 from 4,052
Change-160 (-4%)
Value$879.5K (+$19.2K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares3,714 from 3,554
Change+160 (+5%)
Value$820.8K (+$48.8K)
Filed 2026-10-15
Englebert Financial Advisers, LLC
INCREASED
Shares3,466 from 3,425
Change+41 (+1%)
Value$765.9K (+$22.0K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,183 from 3,194
Change-11 (0%)
Value$703.4K (+$9.6K)
Filed 2026-10-20
Equitable Trust Co
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$685.1K (+$11.7K)
Filed 2026-10-13
TrueWealth Advisors, LLC
INCREASED
Shares3,064 from 2,853
Change+211 (+7%)
Value$677.1K (+$57.4K)
Filed 2026-10-09
RCW Management, LLC
DECREASED
Shares2,762 from 2,808
Change-46 (-2%)
Value$610.6K (+$597)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,653 from 2,473
Change+180 (+7%)
Value$586.2K (+$49.1K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares2,650 from 2,800
Change-150 (-5%)
Value$585.7K (-$22.6K)
Filed 2026-10-07
Worth Financial Advisory Group, LLC
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$577.3K (+$9.9K)
Filed 2026-10-19
United Advisor Group, LLC
NEW
Shares2,562
Change+2,562
Value$566.2K
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED
Shares2,471 from 2,509
Change-38 (-2%)
Value$546.2K (+$1.2K)
Filed 2026-10-09
Old National Bancorp
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$528.2K (+$9.0K)
Filed 2026-10-20
Clarus Wealth Advisors
DECREASED
Shares2,369 from 2,512
Change-143 (-6%)
Value$545.0K (+$31.8K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares2,312 from 2,384
Change-72 (-3%)
Value$511.0K (-$6.9K)
Filed 2026-11-02
Grantvest Financial Group LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$480.9K (+$8.2K)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$456.8K (+$27.7K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares2,034 from 2,079
Change-45 (-2%)
Value$449.6K (-$2.1K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
NEW
Shares1,980
Change+1,980
Value$414.1K
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,895 from 1,408
Change+487 (+35%)
Value$430.6K (+$138.2K)
Filed 2026-10-13
Capital Square, LLC
DECREASED
Shares1,888 from 2,114
Change-226 (-11%)
Value$416.9K (-$23.0K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$407.3K (+$7.0K)
Filed 2026-10-21
TradeWell Securities, Llc.
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$380.5K (+$6.5K)
Filed 2026-10-21
Belvedere Trading LLC
DECREASED
Shares1,697 from 1,809
Change-112 (-6%)
Value$375.0K (-$17.9K)
Filed 2026-11-05
Choreo, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$373.0K (+$6.4K)
Filed 2026-10-28
NWF Advisory Services Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$364.7K (+$6.2K)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares1,611 from 1,576
Change+35 (+2%)
Value$356.0K (+$13.7K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
DECREASED
Shares1,587 from 2,587
Change-1,000 (-39%)
Value$350.7K (-$211.2K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,577 from 1,585
Change-8 (0%)
Value$348.5K (+$4.2K)
Filed 2026-10-23
Americana Partners, LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$343.4K (+$5.9K)
Filed 2026-10-28
Quantum Private Wealth, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$331.5K (+$5.7K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares1,457 from 1,264
Change+193 (+15%)
Value$322.0K (+$47.4K)
Filed 2026-10-14
Cypress Wealth Services, LLC
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$335.6K (+$19.3K)
Filed 2026-10-21
LVZ, Inc.
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$297.9K (+$5.1K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares1,323 from 5,765
Change-4,442 (-77%)
Value$292.4K (-$959.9K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares1,287 from 1,496
Change-209 (-14%)
Value$284.6K (-$5.3K)
Filed 2026-11-02
Certified Advisory Corp
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$276.3K (+$4.7K)
Filed 2026-10-29
Able Financial Group, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$268.1K (+$4.6K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$265.2K (+$4.5K)
Filed 2026-10-08
Bensler, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$263.0K (+$4.5K)
Filed 2026-11-05
First Heartland Consultants, Inc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$359.7K (+$104.4K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$256.2K (+$4.4K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$253.0K (+$4.3K)
Filed 2026-10-08
Ceera Investments, LLC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$248.8K (+$4.3K)
Filed 2026-11-02
Park Avenue Securities LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$248.0K (+$4.0K)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$244.2K (+$3.3K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares1,094 from 1,193
Change-99 (-8%)
Value$241.8K (-$17.4K)
Filed 2026-10-15
Brookstone Capital Management
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$240.7K (+$4.1K)
Filed 2026-10-22
MRA Advisory Group
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$230.5K (+$3.9K)
Filed 2026-10-07
Stonekeep Investments, LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$230.1K (+$229.8K)
Filed 2026-10-15
Reap Financial Group, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$222.8K (+$3.8K)
Filed 2026-11-02
Transcendent Capital Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$221.0K (+$3.8K)
Filed 2026-10-28
626 Financial, LLC
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$220.1K (+$3.8K)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares970 from 993
Change-23 (-2%)
Value$214.4K (-$1.3K)
Filed 2026-10-21
Navigate Wealth Management, LLC
NEW
Shares900
Change+900
Value$207.1K
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares833 from 1,656
Change-823 (-50%)
Value$184.1K (-$175.6K)
Filed 2026-10-14
Atwood & Palmer Inc
DECREASED
Shares740 from 800
Change-60 (-7%)
Value$163.5K (-$10.2K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$161.1K (+$2.8K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares684
Change+684
Value$151.2K
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$135.5K (+$2.3K)
Filed 2026-10-30
RMG Wealth Management LLC
NEW
Shares600
Change+600
Value$130.6K
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$116.2K (+$2.0K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$111.9K (+$1.9K)
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$96.8K (+$1.7K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares365
Change+365
Value$80.7K
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares348 from 480
Change-132 (-27%)
Value$76.9K (-$27.4K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$60.8K (+$1.0K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$55.3K (+$945)
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$45.3K (+$775)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$44.0K (+$753)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$43.5K (+$744)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$42.0K (+$718)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares165 from 360
Change-195 (-54%)
Value$36.5K (-$41.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$36.2K (+$620)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$28.5K (+$488)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$26.1K (+$446)
Filed 2026-10-22
Wolff Wiese Magana LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.1K (+$378)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$20.6K (+$352)
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares76
Change+76
Value$16.8K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$14.7K (+$252)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$14.8K (+$254)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (+$189)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (+$189)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (+$189)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
NEW
Shares44
Change+44
Value$9.7K
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$9.4K (+$945)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.5K (+$128)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.0K (+$103)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.4K (+$76)
Filed 2026-11-05
Kingdom Financial Group Llc.
NEW
Shares12
Change+12
Value$2.7K
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.0K (+$34)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (+$26)
Filed 2026-10-23
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 27,169
Change-27,169 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-03
Focus Financial Network, Inc.
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$233.7K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$133.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$52.4K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
SBI Securities Co., Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$217)
Filed 2026-10-22
First Trust Advisors LP
N/A
Shares— from 3,725,523
Change-3,725,523 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 750,232
Change-750,232 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 581,363
Change-581,363 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 534,953
Change-534,953 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 381,359
Change-381,359 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 191,572
Change-191,572 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 111,813
Change-111,813 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 110,937
Change-110,937 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 95,685
Change-95,685 (-100%)
Value—
&partners
N/A
Shares— from 94,634
Change-94,634 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 90,974
Change-90,974 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,362
Change-89,362 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 80,823
Change-80,823 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 80,446
Change-80,446 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 78,526
Change-78,526 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 78,113
Change-78,113 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 74,175
Change-74,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,927
Change-68,927 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 67,443
Change-67,443 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 65,270
Change-65,270 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 35,928
Change-35,928 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,414
Change-33,414 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,334
Change-31,334 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,302
Change-31,302 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 31,027
Change-31,027 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,995
Change-30,995 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,321
Change-23,321 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,849
Change-20,849 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,699
Change-20,699 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 20,522
Change-20,522 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,518
Change-18,518 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,284
Change-18,284 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,432
Change-11,432 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 9,950
Change-9,950 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,714
Change-9,714 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,239
Change-9,239 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 692
Change-692 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Blair William & Co
N/A
Shares— from 615
Change-615 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 586
Change-586 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 387
Change-387 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 309
Change-309 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 237
Change-237 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 224
Change-224 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 177
Change-177 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 166
Change-166 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 125
Change-125 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30
Change-30 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED121,462124,399-2,937-2%$27.0M$26.8M-$179.0K2026-11-02
Truist Financial Corp
INCREASED120,464103,215+17,249+17%$22.4M$26.6M+$4.2M2026-10-30
Genesee Capital Advisors, LLC
DECREASED104,500107,867-3,367-3%$23.4M$23.1M-$336.3K2026-10-20
Nilsine Partners, LLC
INCREASED100,31997,521+2,798+3%$21.2M$22.2M+$987.0K2026-11-02
RVW Wealth, LLC
DECREASED63,41063,865-455-1%$13.9M$14.0M+$140.9K2026-10-06
Choice Wealth Advisors LLC
INCREASED51,61151,232+379+1%$11.1M$11.4M+$277.3K2026-10-16
Creative Planning
DECREASED47,47947,702-2230%$10.4M$10.5M+$131.0K2026-11-02
D.A. Davidson & Co.
INCREASED42,92439,063+3,861+10%$8.5M$9.5M+$1.0M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED39,49548,843-9,348-19%$10.6M$8.7M-$1.9M2026-11-02
Oppenheimer & Co Inc
INCREASED28,97718,544+10,433+56%$4.0M$6.4M+$2.4M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED28,90529,478-573-2%$6.4M$6.4M-$15.2K2026-10-30
Virtue Capital Management, LLC
DECREASED26,94930,456-3,507-12%$6.6M$6.0M-$659.9K2026-10-29
US Bancorp \de\
INCREASED24,56324,543+20+0%$5.3M$5.4M+$97.1K2026-11-05
Triton Wealth Management, Pllc
DECREASED23,14024,055-915-4%$4.9M$4.9M-$16.5K2026-11-04
Wedbush Securities Inc
INCREASED20,49019,587+903+5%$4.3M$4.5M+$273.0K2026-10-22
Kestra Advisory Services, LLC
INCREASED19,81219,322+490+3%$4.2M$4.4M+$181.2K2026-11-02
Chicago Partners Investment Group LLC
DECREASED17,71124,802-7,091-29%$4.9M$3.9M-$1.0M2026-10-27
Socha Financial Group, LLC
DECREASED13,94014,414-474-3%$3.1M$3.1M-$50.3K2026-11-03
MTM Investment Management, LLC
DECREASED13,90514,512-607-4%$3.2M$3.1M-$79.3K2026-10-30
Farther Finance Advisors, LLC
DECREASED12,57512,728-153-1%$2.8M$2.8M+$14.3K2026-10-08
TriaGen Wealth Management LLC
INCREASED11,66311,426+237+2%$2.5M$2.6M+$95.5K2026-10-14
Paragon Private Wealth Management, LLC
DECREASED9,98510,646-661-6%$2.3M$2.2M-$105.8K2026-10-20
Prospera Financial Services Inc
INCREASED9,4916,476+3,015+47%$1.4M$2.0M+$620.5K2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED9,2502,642+6,608+250%$573.9K$2.0M+$1.5M2026-10-16
CoreCap Advisors, LLC
DECREASED9,2169,514-298-3%$2.1M$2.0M-$29.9K2026-10-08
MinichMacGregor Wealth Management, LLC
INCREASED9,1983,421+5,777+169%$743.1K$2.0M+$1.3M2026-10-14
Gimbal Financial
NEW8,425—+8,425——$1.9M—2026-10-19
IFP Advisors, Inc
DECREASED8,2578,410-153-2%$1.8M$1.8M-$2.0K2026-10-16
Retirement Planning Group, LLC
DECREASED8,0268,766-740-8%$1.9M$1.8M-$130.4K2026-10-19
Three Seasons Wealth, LLC
DECREASED7,8147,832-180%$1.7M$1.7M+$25.6K2026-11-03
Daymark Wealth Partners, LLC
INCREASED7,8022,085+5,717+274%$452.9K$1.7M+$1.3M2026-11-04
Stablepoint Partners, LLC
INCREASED7,5897,309+280+4%$1.6M$1.7M+$89.5K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED6,8806,900-200%$1.5M$1.5M+$21.7K2026-11-03
Elser Financial Planning, Inc
UNCHANGED6,7866,78600%$1.5M$1.5M+$25.7K2026-10-16
Clear Creek Financial Management, LLC
DECREASED6,6946,803-109-2%$1.5M$1.5M+$1.7K2026-10-28
Davis Investment Partners, LLC
DECREASED6,5676,968-401-6%$1.5M$1.5M-$62.3K2026-11-05
CX Institutional
INCREASED6,4155,410+1,005+19%$1.2K$1.4K+$2432026-10-02
Krilogy Financial LLC
UNCHANGED6,3656,36500%$1.4M$1.4M+$62.0K2026-10-13
Trust Co of Oklahoma
UNCHANGED5,9735,97300%$1.3M$1.3M+$22.6K2026-10-15
Apollon Wealth Management, LLC
DECREASED5,7525,821-69-1%$1.3M$1.3M+$6.8K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED5,6874,726+961+20%$1.0M$1.3M+$230.2K2026-10-16
Morey & Quinn Wealth Partners, LLC
DECREASED4,8704,900-30-1%$1.1M$1.1M+$11.9K2026-10-28
Keybank National Association
UNCHANGED4,7154,71500%$1.0M$1.0M+$17.8K2026-11-04
BIP Wealth, LLC
DECREASED4,6514,677-26-1%$1.0M$1.0M+$12.0K2026-10-22
Sound Income Strategies, LLC
DECREASED4,3114,606-295-6%$1.0M$979.3K-$21.2K2026-10-09
Worthington Financial Partners, LLC
DECREASED4,2174,219-20%$916.5K$931.9K+$15.4K2026-10-13
RFG Advisory, LLC
INCREASED4,1434,093+50+1%$889.2K$915.6K+$26.4K2026-11-03
Tcfg Investment Advisors, LLC
DECREASED4,1324,442-310-7%$964.9K$913.2K-$51.7K2026-10-20
Fifth Third Bancorp
DECREASED3,9374,226-289-7%$918.0K$870.1K-$47.9K2026-11-05
Realta Investment Advisors
NEW3,912—+3,912——$864.6K—2026-10-14
Independent Financial Group, LLC
DECREASED3,8984,101-203-5%$890.8K$861.5K-$29.4K2026-10-13
International Assets Investment Management, LLC
DECREASED3,8924,052-160-4%$860.3K$879.5K+$19.2K2026-11-02
Atria Investments, Inc
INCREASED3,7143,554+160+5%$772.0K$820.8K+$48.8K2026-10-15
Englebert Financial Advisers, LLC
INCREASED3,4663,425+41+1%$744.0K$765.9K+$22.0K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED3,1833,194-110%$693.8K$703.4K+$9.6K2026-10-20
Equitable Trust Co
UNCHANGED3,1003,10000%$673.4K$685.1K+$11.7K2026-10-13
TrueWealth Advisors, LLC
INCREASED3,0642,853+211+7%$619.7K$677.1K+$57.4K2026-10-09
RCW Management, LLC
DECREASED2,7622,808-46-2%$610.0K$610.6K+$5972026-10-30
Signature Estate & Investment Advisors LLC
INCREASED2,6532,473+180+7%$537.1K$586.2K+$49.1K2026-10-13
Venture Visionary Partners LLC
DECREASED2,6502,800-150-5%$608.2K$585.7K-$22.6K2026-10-07
Worth Financial Advisory Group, LLC
UNCHANGED2,6122,61200%$567.4K$577.3K+$9.9K2026-10-19
United Advisor Group, LLC
NEW2,562—+2,562——$566.2K—2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED2,4712,509-38-2%$545.0K$546.2K+$1.2K2026-10-09
Old National Bancorp
UNCHANGED2,3902,39000%$519.2K$528.2K+$9.0K2026-10-20
Clarus Wealth Advisors
DECREASED2,3692,512-143-6%$513.3K$545.0K+$31.8K2026-10-13
Claro Advisors Inc.
DECREASED2,3122,384-72-3%$517.9K$511.0K-$6.9K2026-11-02
Grantvest Financial Group LLC
UNCHANGED2,1762,17600%$472.7K$480.9K+$8.2K2026-10-21
Kraft, Davis & Associates, LLC
UNCHANGED2,1102,11000%$429.1K$456.8K+$27.7K2026-10-21
Intrua Financial, LLC
DECREASED2,0342,079-45-2%$451.7K$449.6K-$2.1K2026-10-28
Destiny Wealth Partners, LLC
NEW1,980—+1,980——$414.1K—2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,8951,408+487+35%$292.5K$430.6K+$138.2K2026-10-13
Capital Square, LLC
DECREASED1,8882,114-226-11%$439.9K$416.9K-$23.0K2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED1,8431,84300%$400.3K$407.3K+$7.0K2026-10-21
TradeWell Securities, Llc.
UNCHANGED1,7221,72200%$374.0K$380.5K+$6.5K2026-10-21
Belvedere Trading LLC
DECREASED1,6971,809-112-6%$393.0K$375.0K-$17.9K2026-11-05
Choreo, LLC
UNCHANGED1,6881,68800%$366.7K$373.0K+$6.4K2026-10-28
NWF Advisory Services Inc.
UNCHANGED1,6501,65000%$358.4K$364.7K+$6.2K2026-10-19
Apollon Financial, LLC
INCREASED1,6111,576+35+2%$342.3K$356.0K+$13.7K2026-10-23
Quadrant Private Wealth Management, LLC
DECREASED1,5872,587-1,000-39%$561.9K$350.7K-$211.2K2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED1,5771,585-80%$344.3K$348.5K+$4.2K2026-10-23
Americana Partners, LLC
UNCHANGED1,5541,55400%$337.6K$343.4K+$5.9K2026-10-28
Quantum Private Wealth, LLC
UNCHANGED1,5001,50000%$325.8K$331.5K+$5.7K2026-10-20
Mather Group, Llc.
INCREASED1,4571,264+193+15%$274.6K$322.0K+$47.4K2026-10-14
Cypress Wealth Services, LLC
UNCHANGED1,4561,45600%$316.3K$335.6K+$19.3K2026-10-21
LVZ, Inc.
UNCHANGED1,3481,34800%$292.8K$297.9K+$5.1K2026-10-20
Creative Financial Designs Inc
DECREASED1,3235,765-4,442-77%$1.3M$292.4K-$959.9K2026-11-04
Sovran Advisors, LLC
DECREASED1,2871,496-209-14%$289.9K$284.6K-$5.3K2026-11-02
Certified Advisory Corp
UNCHANGED1,2501,25000%$271.5K$276.3K+$4.7K2026-10-29
Able Financial Group, LLC
UNCHANGED1,2131,21300%$263.5K$268.1K+$4.6K2026-10-14
Gamma Investing LLC
UNCHANGED1,2001,20000%$260.7K$265.2K+$4.5K2026-10-08
Bensler, LLC
UNCHANGED1,1901,19000%$258.5K$263.0K+$4.5K2026-11-05
First Heartland Consultants, Inc.
UNCHANGED1,1751,17500%$255.2K$359.7K+$104.4K2026-10-08
J.W. Cole Advisors, Inc.
UNCHANGED1,1591,15900%$251.9K$256.2K+$4.4K2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED1,1451,14500%$248.7K$253.0K+$4.3K2026-10-08
Ceera Investments, LLC
UNCHANGED1,1261,12600%$244.6K$248.8K+$4.3K2026-11-02
Park Avenue Securities LLC
UNCHANGED1,1211,12100%$244.0K$248.0K+$4.0K2026-10-26
Keystone Wealth Services, LLC
UNCHANGED1,1091,10900%$240.9K$244.2K+$3.3K2026-11-03
Blue Trust, Inc.
DECREASED1,0941,193-99-8%$259.2K$241.8K-$17.4K2026-10-15
Brookstone Capital Management
UNCHANGED1,0891,08900%$236.6K$240.7K+$4.1K2026-10-22
MRA Advisory Group
UNCHANGED1,0431,04300%$226.6K$230.5K+$3.9K2026-10-07
Stonekeep Investments, LLC
UNCHANGED1,0411,04100%$226$230.1K+$229.8K2026-10-15
Reap Financial Group, LLC
UNCHANGED1,0081,00800%$219.0K$222.8K+$3.8K2026-11-02
Transcendent Capital Group LLC
UNCHANGED1,0001,00000%$217.2K$221.0K+$3.8K2026-10-28
626 Financial, LLC
UNCHANGED99699600%$216.4K$220.1K+$3.8K2026-11-04
Assetmark, Inc
DECREASED970993-23-2%$215.7K$214.4K-$1.3K2026-10-21
Navigate Wealth Management, LLC
NEW900—+900——$207.1K—2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8331,656-823-50%$359.7K$184.1K-$175.6K2026-10-14
Atwood & Palmer Inc
DECREASED740800-60-7%$173.8K$163.5K-$10.2K2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED72972900%$158.4K$161.1K+$2.8K2026-10-20
William Mack & Associates, Inc.
NEW684—+684——$151.2K—2026-10-27
Spire Wealth Management
UNCHANGED61361300%$133.2K$135.5K+$2.3K2026-10-30
RMG Wealth Management LLC
NEW600—+600——$130.6K—2026-10-26
Trust Co of Toledo NA
UNCHANGED52652600%$114.3K$116.2K+$2.0K2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED50650600%$109.9K$111.9K+$1.9K2026-10-23
Biltmore Family Office, LLC
UNCHANGED43843800%$95.1K$96.8K+$1.7K2026-11-03
Heritage Family Offices, LLP
NEW365—+365——$80.7K—2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED348480-132-27%$104.3K$76.9K-$27.4K2026-10-16
Mcdonald Partners LLC
UNCHANGED27527500%$59.7K$60.8K+$1.0K2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED25025000%$54.3K$55.3K+$9452026-10-23
Trust Co of Vermont
UNCHANGED20520500%$44.5K$45.3K+$7752026-10-21
Parallel Advisors, LLC
UNCHANGED19919900%$43.2K$44.0K+$7532026-11-03
Asset Dedication, LLC
UNCHANGED19719700%$42.8K$43.5K+$7442026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED19019000%$41.3K$42.0K+$7182026-11-02
Private Trust Co NA
DECREASED165360-195-54%$78.2K$36.5K-$41.7K2026-10-20
Westside Investment Management, Inc.
UNCHANGED16416400%$35.6K$36.2K+$6202026-11-02
Lanark Financial, Inc.
UNCHANGED12912900%$28.0K$28.5K+$4882026-10-26
Farmers & Merchants Investments Inc
UNCHANGED11811800%$25.6K$26.1K+$4462026-10-22
Wolff Wiese Magana LLC
UNCHANGED10010000%$21.7K$22.1K+$3782026-10-15
NBH Bank
UNCHANGED939300%$20.2K$20.6K+$3522026-11-05
Rossby Financial, LCC
NEW76—+76——$16.8K—2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED676700%$14.5K$14.7K+$2522026-10-30
Elevated Capital Advisors, LLC
UNCHANGED676700%$14.5K$14.8K+$2542026-11-04
Caldwell Trust Co
UNCHANGED505000%$10.9K$11.1K+$1892026-10-30
Financial Perspectives, Inc
UNCHANGED505000%$10.9K$11.1K+$1892026-11-03
Golden State Wealth Management, LLC
UNCHANGED505000%$10.9K$11.1K+$1892026-11-02
Atlantic Edge Private Wealth Management, LLC
NEW44—+44——$9.7K—2026-10-20
Allspring Global Investments Holdings, LLC
UNCHANGED414100%$8.5K$9.4K+$9452026-11-04
Valued Wealth Advisors LLC
UNCHANGED343400%$7.4K$7.5K+$1282026-11-05
Eukles Asset Management
UNCHANGED272700%$5.9K$6.0K+$1032026-11-04
Larson Financial Group LLC
UNCHANGED202000%$4.3K$4.4K+$762026-11-05
Kingdom Financial Group Llc.
NEW12—+12——$2.7K—2026-11-04
POM Investment Strategies, LLC
UNCHANGED9900%$2.0K$2.0K+$342026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED7700%$1.5K$1.5K+$262026-10-23
IronBridge Private Wealth, LLC
CLOSED027,169-27,169-100%$5.9M$0-$5.9M2026-11-03
Focus Financial Network, Inc.
CLOSED01,076-1,076-100%$233.7K$0-$233.7K2026-10-14
MCF Advisors LLC
CLOSED0616-616-100%$133.8K$0-$133.8K2026-10-28
AdvisorNet Financial, Inc
CLOSED0241-241-100%$52.4K$0-$52.4K2026-10-15
Tucker Asset Management LLC
CLOSED031-31-100%$6.7K$0-$6.7K2026-10-29
LifeSteps Financial, Inc.
CLOSED08-8-100%$1.7K$0-$1.7K2026-10-15
SBI Securities Co., Ltd.
CLOSED01-1-100%$217$0-$2172026-10-22
First Trust Advisors LP
N/A—3,725,523-3,725,523-100%$809.3M———
Morgan Stanley
N/A—750,232-750,232-100%$163.0M———
LPL Financial LLC
N/A—581,363-581,363-100%$126.3M———
Wells Fargo & Company
N/A—534,953-534,953-100%$116.2M———
Raymond James Financial Inc
N/A—381,359-381,359-100%$82.8M———
BNP Paribas Financial Markets
N/A—350,000-350,000-100%$76.0M———
UBS Group AG
N/A—191,572-191,572-100%$41.6M———
Ameriprise Financial Inc
N/A—111,813-111,813-100%$24.3M———
Bank of America Corp
N/A—110,937-110,937-100%$24.1M———
Envestnet Asset Management Inc
N/A—95,685-95,685-100%$20.8M———
&partners
N/A—94,634-94,634-100%$20.5M———
Stifel Financial Corp
N/A—90,974-90,974-100%$19.8M———
NewEdge Advisors, LLC
N/A—89,362-89,362-100%$19.4M———
Cetera Investment Advisers
N/A—80,823-80,823-100%$17.6M———
Janney Montgomery Scott LLC
N/A—80,446-80,446-100%$17.5M———
Advisory Services Network, LLC
N/A—78,526-78,526-100%$17.1M———
Vestmark Advisory Solutions, Inc.
N/A—78,113-78,113-100%$17.0M———
Osaic Holdings, Inc.
N/A—74,175-74,175-100%$16.1M———
Royal Bank of Canada
N/A—68,927-68,927-100%$15.0M———
Arax Advisory Partners
N/A—67,443-67,443-100%$14.7M———
MAI Capital Management
N/A—65,270-65,270-100%$14.2M———
Waverly Advisors, LLC
N/A—35,928-35,928-100%$7.8M———
Citadel Advisors LLC
N/A—33,414-33,414-100%$7.3M———
IHT Wealth Management, LLC
N/A—31,334-31,334-100%$6.8M———
Captrust Financial Advisors
N/A—31,302-31,302-100%$6.8M———
Proactive Wealth Strategies LLC
N/A—31,027-31,027-100%$6.7M———
Baird Financial Group, Inc.
N/A—30,995-30,995-100%$6.7M———
Rockefeller Capital Management L.P.
N/A—23,321-23,321-100%$5.1M———
Susquehanna International Group, LLP
N/A—20,849-20,849-100%$4.5M———
Benjamin Edwards Inc
N/A—20,699-20,699-100%$4.5M———
Schrum Private Wealth Management LLC
N/A—20,522-20,522-100%$2.8M———
UBS Asset Management Americas LLC
N/A—18,518-18,518-100%$4.0M———
Jones Financial Companies Lllp
N/A—18,284-18,284-100%$3.8M———
Stephens Inc
N/A—15,606-15,606-100%$3.4M———
L & S Advisors Inc
N/A—14,888-14,888-100%$3.2M———
Private Advisor Group, LLC
N/A—11,459-11,459-100%$2.5M———
HighTower Advisors, LLC
N/A—11,432-11,432-100%$2.5M———
Plotkin Financial Advisors, LLC
N/A—11,118-11,118-100%$2.4M———
Navellier & Associates Inc
N/A—11,116-11,116-100%$2.4M———
Warner Group LLC
N/A—9,950-9,950-100%$2.2M———
Novak & Powell Financial Services, Inc.
N/A—9,922-9,922-100%$2.2M———
MML Investors Services, LLC
N/A—9,714-9,714-100%$2.1M———
Flow Traders U.S. LLC
N/A—9,239-9,239-100%$2.0M———
Bawa N Mallick Trust
N/A—8,697-8,697-100%$1.9M———
Northwestern Mutual Wealth Management Co
N/A—8,036-8,036-100%$1.7M———
Mariner, LLC
N/A—7,812-7,812-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—7,439-7,439-100%$1.6M———
Arkadios Wealth Advisors
N/A—7,437-7,437-100%$1.6M———
Two Sigma Investments, LP
N/A—7,100-7,100-100%$1.5M———
Mercer Global Advisors Inc
N/A—6,904-6,904-100%$1.5M———
Equitable Holdings, Inc.
N/A—6,478-6,478-100%$1.4M———
Harbour Investments, Inc.
N/A—5,951-5,951-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—5,639-5,639-100%$1.2M———
AE Wealth Management LLC
N/A—5,552-5,552-100%$1.2M———
FMR LLC
N/A—5,551-5,551-100%$1.2M———
Kesler, Norman & Wride, LLC
N/A—5,515-5,515-100%$1.2M———
Mutual Advisors, LLC
N/A—5,505-5,505-100%$1.2M———
PNC Financial Services Group, Inc.
N/A—5,375-5,375-100%$1.2M———
Beto Financial Group, LLC
N/A—4,959-4,959-100%$977.8K———
Empower Advisory Group, LLC
N/A—4,904-4,904-100%$1.1M———
Peak Planning Group, LLC
N/A—4,741-4,741-100%$1.0M———
JPMorgan Chase & Co
N/A—4,457-4,457-100%$946.0K———
Sanctuary Advisors, LLC
N/A—4,409-4,409-100%$957.8K———
Beacon Pointe Advisors, LLC
N/A—3,853-3,853-100%$837.1K———
Pgim Custom Harvest LLC
N/A—3,749-3,749-100%$814.4K———
Alamea Verwaltungs GmbH
N/A—3,410-3,410-100%$740.7K———
Regal Investment Advisors LLC
N/A—3,301-3,301-100%$717.0K———
Level Four Advisory Services, LLC
N/A—3,227-3,227-100%$701.0K———
Silver OAK Securities, Incorporated
N/A—3,213-3,213-100%$697.8K———
Gateway Wealth Partners, LLC
N/A—3,212-3,212-100%$697.7K———
Foundations Investment Advisors, LLC
N/A—3,006-3,006-100%$653.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,000-3,000-100%$651.7K———
D. E. Shaw & Co., Inc.
N/A—2,982-2,982-100%$647.8K———
Global Retirement Partners, LLC
N/A—2,931-2,931-100%$636.6K———
Sargent Investment Group, LLC
N/A—2,795-2,795-100%$607.1K———
Ausdal Financial Partners, Inc.
N/A—2,667-2,667-100%$579.4K———
IFG Advisory, LLC
N/A—2,552-2,552-100%$554.4K———
Vigil Wealth Management, LLC
N/A—2,513-2,513-100%$545.9K———
World Investment Advisors
N/A—2,463-2,463-100%$411.0K———
Keating Financial Advisory Services, Inc.
N/A—2,340-2,340-100%$508.3K———
Adapt Wealth Advisors, LLC
N/A—2,306-2,306-100%$500.9K———
Steward Partners Investment Advisory, LLC
N/A—2,259-2,259-100%$490.6K———
Truvestments Capital LLC
N/A—2,219-2,219-100%$482.1K———
Argent Trust Co
N/A—2,081-2,081-100%$452.0K———
HFG Advisors, Inc.
N/A—2,036-2,036-100%$442.3K———
Thoroughbred Financial Services, LLC
N/A—2,006-2,006-100%$435.0K———
Institute for Wealth Management, Llc.
N/A—1,950-1,950-100%$423.6K———
RPg Family Wealth Advisory, LLC
N/A—1,949-1,949-100%$423.4K———
Allied Private Wealth LLC
N/A—1,942-1,942-100%$396.8K———
Risk Paradigm Group, LLC
N/A—1,872-1,872-100%$406.6K———
Quantinno Capital Management LP
N/A—1,841-1,841-100%$399.9K———
Range Advisory, LLC
N/A—1,788-1,788-100%$388.3K———
First National Bank of Omaha
N/A—1,780-1,780-100%$377.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,687-1,687-100%$366.5K———
Modern Wealth Management, LLC
N/A—1,551-1,551-100%$337.0K———
OneDigital Investment Advisors LLC
N/A—1,551-1,551-100%$336.9K———
Wealth Management Associates, Inc.
N/A—1,538-1,538-100%$334.1K———
Betterment LLC
N/A—1,517-1,517-100%$330.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,497-1,497-100%$325.2K———
BFC Planning, Inc.
N/A—1,497-1,497-100%$325.2K———
Whittier Trust Co of Nevada Inc
N/A—1,466-1,466-100%$297.9K———
Lowe Brockenbrough & Co Inc
N/A—1,450-1,450-100%$315.0K———
Kingsview Wealth Management, LLC
N/A—1,449-1,449-100%$314.8K———
Integrated Wealth Concepts LLC
N/A—1,355-1,355-100%$294.3K———
Summit Financial, LLC
N/A—1,327-1,327-100%$288.3K———
Russell Investments Group, Ltd.
N/A—1,288-1,288-100%$279.8K———
Cresset Asset Management, LLC
N/A—1,279-1,279-100%$277.8K———
Delos Wealth Advisors, LLC
N/A—1,254-1,254-100%$272.4K———
Impact Partnership Wealth, LLC
N/A—1,250-1,250-100%$271.5K———
Ameriflex Group, Inc.
N/A—1,249-1,249-100%$271.3K———
Valmark Advisers, Inc.
N/A—1,197-1,197-100%$260.0K———
Integrity Financial Corp
N/A—1,156-1,156-100%$251.1K———
Invesco Ltd.
N/A—1,152-1,152-100%$250.2K———
M&T Bank Corp
N/A—1,150-1,150-100%$249.8K———
Savant Capital, LLC
N/A—1,139-1,139-100%$246.7K———
Fidelis Capital Partners, LLC
N/A—1,134-1,134-100%$246.3K———
Aspen Capital Management, LLC
N/A—1,127-1,127-100%$244.8K———
Pure Financial Advisors, LLC
N/A—1,102-1,102-100%$239.4K———
Money Concepts Capital Corp
N/A—1,098-1,098-100%$238.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,086-1,086-100%$235.9K———
Smartleaf Asset Management LLC
N/A—1,059-1,059-100%$224.8K———
Madden Advisory Services, Inc.
N/A—1,026-1,026-100%$222.9K———
Rathbones Group PLC
N/A—1,015-1,015-100%$220.5K———
Brown Brothers Harriman & Co
N/A—1,000-1,000-100%$217.2K———
Peregrine Asset Advisers, Inc.
N/A—1,000-1,000-100%$217.2K———
Abound Financial, LLC
N/A—966-966-100%$209.8K———
Old North State Trust, LLC
N/A—964-964-100%$209.0K———
Clark Capital Management Group, Inc.
N/A—956-956-100%$207.7K———
1776 Wealth LLC
N/A—940-940-100%$204.2K———
Western Wealth Management, LLC
N/A—937-937-100%$203.5K———
Crews Bank & Trust
N/A—692-692-100%$150.3K———
Geneos Wealth Management Inc.
N/A—671-671-100%$145.7K———
Tanglewood Legacy Advisors, LLC
N/A—661-661-100%$143.6K———
Blair William & Co
N/A—615-615-100%$133.6K———
Security National Bank of Sioux City Iowa
N/A—586-586-100%$127.3K———
O'shaughnessy Asset Management, LLC
N/A—437-437-100%$94.9K———
Bessemer Group Inc
N/A—387-387-100%$84.0K———
Mpwm Advisory Solutions, LLC
N/A—314-314-100%$68.2K———
Fiduciary Financial Advisors
N/A—309-309-100%$67.1K———
FAS Wealth Partners, Inc.
N/A—292-292-100%$63.5K———
Allworth Financial LP
N/A—237-237-100%$51.5K———
HHM Wealth Advisors, LLC
N/A—234-234-100%$50.8K———
Nova Wealth Management, Inc.
N/A—224-224-100%$48.7K———
Regatta Research & Money Management
N/A—177-177-100%$38.4K———
Luminist Capital LLC
N/A—167-167-100%$36.4K———
HM Payson & Co
N/A—166-166-100%$36.1K———
Copia Wealth Management
N/A—125-125-100%$27.2K———
Fortis Group Advisors, LLC
N/A—96-96-100%$20.9K———
Continuum Advisory, LLC
N/A—70-70-100%$15.2K———
Tidemark, LLC
N/A—47-47-100%$10.2K———
Bank of Montreal
N/A—30-30-100%$6.5K———
Aptus Capital Advisors, LLC
N/A—23-23-100%$5.0K———
Founders Financial Alliance, LLC
N/A—23-23-100%$5.0K———
Bogart Wealth, LLC
N/A—9-9-100%$2.0K———
Showing 304 of 304 institutions