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First Trust Utilities Alphad (FXU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,173,091 from 2,002,915
Change+170,176 (+9%)
Value$95.4M (-$3.4M)
Filed 2026-11-06
Earned Wealth Advisors, LLC
DECREASED
Shares356,898 from 368,598
Change-11,700 (-3%)
Value$15.7M (-$2.5M)
Filed 2026-11-06
Csenge Advisory Group
DECREASED
Shares235,209 from 261,881
Change-26,672 (-10%)
Value$10.3M (-$2.6M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares224,658 from 310,849
Change-86,191 (-28%)
Value$9.9M (-$5.5M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares202,682 from 155,195
Change+47,487 (+31%)
Value$8.9M (+$1.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares142,508 from 145,797
Change-3,289 (-2%)
Value$6.3M (-$934.6K)
Filed 2026-11-02
Hobart Private Capital, LLC
NEW
Shares132,317
Change+132,317
Value$5.8M
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares58,992 from 52,752
Change+6,240 (+12%)
Value$2.6M (-$11.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares42,399 from 24,005
Change+18,394 (+77%)
Value$1.9M (+$677.8K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares42,327 from 19,882
Change+22,445 (+113%)
Value$1.9M (+$878.0K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares39,106 from 39,106
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares30,770 from 28,721
Change+2,049 (+7%)
Value$1.4M (-$65.7K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares27,912 from 27,068
Change+844 (+3%)
Value$1.2M (-$109.7K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares27,279 from 26,752
Change+527 (+2%)
Value$1.2M (-$121.9K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares27,057 from 27,060
Change-3 (0%)
Value$1.2M (-$146.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares25,589 from 30,030
Change-4,441 (-15%)
Value$1.2M (-$329.6K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares18,788 from 18,798
Change-10 (0%)
Value$852.0K (-$75.5K)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares15,869 from 18,286
Change-2,417 (-13%)
Value$697.0K (-$205.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares15,862 from 15,947
Change-85 (-1%)
Value$696.7K (-$90.2K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares15,508 from 14,880
Change+628 (+4%)
Value$681.1K (-$53.1K)
Filed 2026-11-03
Winebrenner Capital Management LLC
DECREASED
Shares15,015 from 16,042
Change-1,027 (-6%)
Value$659.5K (-$132.1K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
DECREASED
Shares15,007 from 21,935
Change-6,928 (-32%)
Value$659.1K (-$423.2K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares14,845 from 13,716
Change+1,129 (+8%)
Value$652.0K (-$24.7K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares14,633 from 16,292
Change-1,659 (-10%)
Value$707.4K (-$96.7K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
DECREASED
Shares14,566 from 15,018
Change-452 (-3%)
Value$639.8K (-$101.3K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,356 from 25,095
Change-10,739 (-43%)
Value$630.5K (-$607.7K)
Filed 2026-10-23
Carlson Financial, Inc.
DECREASED
Shares13,574 from 13,612
Change-38 (0%)
Value$596.2K (-$75.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares13,324 from 13,061
Change+263 (+2%)
Value$585.2K (-$59.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,485 from 12,394
Change+91 (+1%)
Value$548.3K (-$63.2K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED
Shares12,159 from 12,106
Change+53 (+0%)
Value$534.0K (-$63.3K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares11,870 from 12,367
Change-497 (-4%)
Value$521.3K (-$88.9K)
Filed 2026-10-08
HBW Advisory Services LLC
DECREASED
Shares11,113 from 11,563
Change-450 (-4%)
Value$488.1K (-$82.5K)
Filed 2026-10-15
Harmony Asset Management LLC
DECREASED
Shares11,073 from 11,113
Change-40 (0%)
Value$486.3K (-$62.0K)
Filed 2026-10-20
Asset One Wealth Management LLC
DECREASED
Shares10,950 from 13,318
Change-2,368 (-18%)
Value$480.9K (-$178.1K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares10,914 from 10,890
Change+24 (+0%)
Value$479.3K (-$58.0K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares10,801 from 12,467
Change-1,666 (-13%)
Value$474.4K (-$140.7K)
Filed 2026-11-05
ROI Financial Advisors, LLC
INCREASED
Shares10,790 from 9,509
Change+1,281 (+13%)
Value$473.9K (+$4.7K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares10,636 from 11,797
Change-1,161 (-10%)
Value$469.3K (-$108.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares10,350 from 13,062
Change-2,712 (-21%)
Value$454.6K (-$189.9K)
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares10,219 from 10,219
Change0 (0%)
Value$448.8K (-$55.4K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares9,484 from 7,586
Change+1,898 (+25%)
Value$416.5K (+$42.2K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares9,246 from 9,357
Change-111 (-1%)
Value$406.1K (-$55.6K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares9,197 from 4,161
Change+5,036 (+121%)
Value$426.1K (+$222.8K)
Filed 2026-11-03
Meridian Wealth Management, LLC
UNCHANGED
Shares9,091 from 9,091
Change0 (0%)
Value$399.3K (-$49.3K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
DECREASED
Shares8,495 from 11,154
Change-2,659 (-24%)
Value$373.1K (-$177.2K)
Filed 2026-10-19
Rockport Wealth LLC
DECREASED
Shares8,386 from 219,489
Change-211,103 (-96%)
Value$368.3K (-$10.5M)
Filed 2026-11-03
Wealth Effects LLC
UNCHANGED
Shares6,898 from 6,898
Change0 (0%)
Value$303.0K (-$37.4K)
Filed 2026-10-23
Core Wealth Partners LLC
UNCHANGED
Shares6,560 from 6,560
Change0 (0%)
Value$288.1K (-$35.6K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares6,316 from 6,062
Change+254 (+4%)
Value$277.4K (-$21.7K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$263.5K (-$32.5K)
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares5,943 from 5,361
Change+582 (+11%)
Value$261.3K (-$4.3K)
Filed 2026-10-19
Nilsine Partners, LLC
UNCHANGED
Shares5,876 from 5,876
Change0 (0%)
Value$258.1K (-$31.8K)
Filed 2026-11-02
Global Assets Advisory, LLC
DECREASED
Shares5,700 from 5,714
Change-14 (0%)
Value$253.8K (-$26.1K)
Filed 2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$244.0K (-$30.1K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares5,415 from 14,411
Change-8,996 (-62%)
Value$237.8K (-$473.2K)
Filed 2026-10-26
Global View Capital Management LLC
DECREASED
Shares5,246 from 6,679
Change-1,433 (-21%)
Value$230.4K (-$99.1K)
Filed 2026-10-28
Urban Wealth Management, LLC
UNCHANGED
Shares5,152 from 5,152
Change0 (0%)
Value$226.3K (-$27.9K)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares4,562 from 146
Change+4,416 (+3025%)
Value$200.4K (+$193.3K)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares3,979 from 3,979
Change0 (0%)
Value$174.8K (-$21.6K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares3,418 from 3,464
Change-46 (-1%)
Value$150.1K (-$20.8K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares2,620 from 2,600
Change+20 (+1%)
Value$115.1K (-$13.2K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares2,339 from 2,454
Change-115 (-5%)
Value$102.7K (-$18.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares1,955 from 1,937
Change+18 (+1%)
Value$85.6K (-$10.0K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares1,621 from 53
Change+1,568 (+2958%)
Value$71.2K (+$68.6K)
Filed 2026-10-29
Kroeger Financial Partners
INCREASED
Shares1,615 from 1,398
Change+217 (+16%)
Value$70.9K (+$2.0K)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares1,540 from 1,500
Change+40 (+3%)
Value$76.0K (+$2.0K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$60.4K (-$7.5K)
Filed 2026-10-07
Triumph Capital Management
INCREASED
Shares1,012 from 1,010
Change+2 (+0%)
Value$44.5K (-$5.4K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares508
Change+508
Value$22.3K
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares502 from 499
Change+3 (+1%)
Value$22.1K (-$2.6K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares418 from 415
Change+3 (+1%)
Value$18.4K (-$2.1K)
Filed 2026-11-02
First Command Advisory Services, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$15.2K (-$1.9K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares277 from 260
Change+17 (+7%)
Value$12 (-$1)
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares228 from 227
Change+1 (+0%)
Value$10.0K (-$1.2K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares192 from 87
Change+105 (+121%)
Value$8.4K (+$4.1K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares181 from 104
Change+77 (+74%)
Value$8.0K (+$2.8K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares177 from 146
Change+31 (+21%)
Value$7.8K (+$570)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$6.8K (-$835)
Filed 2026-10-20
Mosley Wealth Management
INCREASED
Shares127 from 126
Change+1 (+1%)
Value$5.9K (-$365)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$5.3K (-$651)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares119
Change+119
Value$5.2K
Filed 2026-11-03
Fortis Group Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.3K (-$526)
Filed 2026-11-06
Caldwell Trust Co
DECREASED
Shares70 from 82
Change-12 (-15%)
Value$3.1K (-$972)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares62 from 75
Change-13 (-17%)
Value$2.7K (-$978)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.7K (-$332)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.5K (-$293)
Filed 2026-11-04
Davis Capital Management
DECREASED
Shares51 from 131
Change-80 (-61%)
Value$2.2K (-$4.2K)
Filed 2026-10-08
Wagner Wealth Management, LLC
INCREASED
Shares38 from 37
Change+1 (+3%)
Value$1.7K (-$191)
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.7K (-$206)
Filed 2026-10-06
Key FInancial Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.4K (-$174)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.3K (-$145)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares2
Change+2
Value$89
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 (-$3)
Filed 2026-10-09
Realta Investment Advisors
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$46 (-$5)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 97,807
Change-97,807 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 38,597
Change-38,597 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Thrivent Financial for Lutherans
CLOSED
Shares0 from 18,934
Change-18,934 (-100%)
Value$0 (-$934.0K)
Filed 2026-11-05
Persium Advisors, LLC
CLOSED
Shares0 from 10,650
Change-10,650 (-100%)
Value$0 (-$525.5K)
Filed 2026-10-07
Atria Investments, Inc
CLOSED
Shares0 from 6,392
Change-6,392 (-100%)
Value$0 (-$315.4K)
Filed 2026-10-15
Retirement Planning Group, LLC
CLOSED
Shares0 from 5,038
Change-5,038 (-100%)
Value$0 (-$248.6K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 4,256
Change-4,256 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-04
Coston, McIsaac & Partners
CLOSED
Shares0 from 704
Change-704 (-100%)
Value$0 (-$34)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
Princeton Global Asset Management LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 1,700,608
Change-1,700,608 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 796,922
Change-796,922 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 778,487
Change-778,487 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 616,213
Change-616,213 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 346,285
Change-346,285 (-100%)
Value—
UBS Group AG
N/A
Shares— from 299,657
Change-299,657 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 261,024
Change-261,024 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 212,830
Change-212,830 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 179,897
Change-179,897 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 169,859
Change-169,859 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 165,819
Change-165,819 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 164,962
Change-164,962 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 136,146
Change-136,146 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,919
Change-100,919 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 96,123
Change-96,123 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 71,904
Change-71,904 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 65,156
Change-65,156 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 55,157
Change-55,157 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 50,425
Change-50,425 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 46,019
Change-46,019 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 38,756
Change-38,756 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 35,797
Change-35,797 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,280
Change-33,280 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 33,171
Change-33,171 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 32,750
Change-32,750 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,376
Change-32,376 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,894
Change-31,894 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,309
Change-29,309 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 28,897
Change-28,897 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 28,883
Change-28,883 (-100%)
Value—
&partners
N/A
Shares— from 28,110
Change-28,110 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 26,627
Change-26,627 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,171
Change-26,171 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,039
Change-26,039 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,441
Change-25,441 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,310
Change-21,310 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,250
Change-18,250 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,220
Change-18,220 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,219
Change-18,219 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,882
Change-17,882 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,417
Change-16,417 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,331
Change-15,331 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,856
Change-13,856 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 13,641
Change-13,641 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,272
Change-13,272 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,053
Change-12,053 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,908
Change-7,908 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Motco
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 818
Change-818 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 250
Change-250 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Blair William & Co
N/A
Shares— from 87
Change-87 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,173,0912,002,915+170,176+9%$98.8M$95.4M-$3.4M2026-11-06
Earned Wealth Advisors, LLC
DECREASED356,898368,598-11,700-3%$18.2M$15.7M-$2.5M2026-11-06
Csenge Advisory Group
DECREASED235,209261,881-26,672-10%$12.9M$10.3M-$2.6M2026-11-04
Truist Financial Corp
DECREASED224,658310,849-86,191-28%$15.3M$9.9M-$5.5M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED202,682155,195+47,487+31%$7.7M$8.9M+$1.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED142,508145,797-3,289-2%$7.2M$6.3M-$934.6K2026-11-02
Hobart Private Capital, LLC
NEW132,317—+132,317——$5.8M—2026-10-19
Sigma Planning Corp
INCREASED58,99252,752+6,240+12%$2.6M$2.6M-$11.8K2026-10-23
Kestra Advisory Services, LLC
INCREASED42,39924,005+18,394+77%$1.2M$1.9M+$677.8K2026-11-02
Independent Financial Group, LLC
INCREASED42,32719,882+22,445+113%$981.0K$1.9M+$878.0K2026-10-13
PKS Advisory Services, LLC
UNCHANGED39,10639,10600%$1.9M$1.9M$02026-10-26
Asset Allocation Strategies LLC
INCREASED30,77028,721+2,049+7%$1.4M$1.4M-$65.7K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED27,91227,068+844+3%$1.3M$1.2M-$109.7K2026-11-05
D.A. Davidson & Co.
INCREASED27,27926,752+527+2%$1.3M$1.2M-$121.9K2026-10-28
Nations Financial Group Inc,
DECREASED27,05727,060-30%$1.3M$1.2M-$146.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED25,58930,030-4,441-15%$1.5M$1.2M-$329.6K2026-10-13
Sound Income Strategies, LLC
DECREASED18,78818,798-100%$927.5K$852.0K-$75.5K2026-10-09
Merit Financial Group, LLC
DECREASED15,86918,286-2,417-13%$902.2K$697.0K-$205.2K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED15,86215,947-85-1%$786.8K$696.7K-$90.2K2026-11-06
RFG Advisory, LLC
INCREASED15,50814,880+628+4%$734.2K$681.1K-$53.1K2026-11-03
Winebrenner Capital Management LLC
DECREASED15,01516,042-1,027-6%$791.5K$659.5K-$132.1K2026-10-07
Flagship Harbor Advisors, LLC
DECREASED15,00721,935-6,928-32%$1.1M$659.1K-$423.2K2026-10-26
PNC Financial Services Group, Inc.
INCREASED14,84513,716+1,129+8%$676.7K$652.0K-$24.7K2026-11-06
Prospera Financial Services Inc
DECREASED14,63316,292-1,659-10%$804.1K$707.4K-$96.7K2026-11-04
Trueblood Wealth Management, LLC
DECREASED14,56615,018-452-3%$741.0K$639.8K-$101.3K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED14,35625,095-10,739-43%$1.2M$630.5K-$607.7K2026-10-23
Carlson Financial, Inc.
DECREASED13,57413,612-380%$671.4K$596.2K-$75.3K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED13,32413,061+263+2%$644.4K$585.2K-$59.2K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED12,48512,394+91+1%$611.5K$548.3K-$63.2K2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED12,15912,106+53+0%$597.3K$534.0K-$63.3K2026-10-20
Farther Finance Advisors, LLC
DECREASED11,87012,367-497-4%$610.2K$521.3K-$88.9K2026-10-08
HBW Advisory Services LLC
DECREASED11,11311,563-450-4%$570.5K$488.1K-$82.5K2026-10-15
Harmony Asset Management LLC
DECREASED11,07311,113-400%$548.3K$486.3K-$62.0K2026-10-20
Asset One Wealth Management LLC
DECREASED10,95013,318-2,368-18%$659.0K$480.9K-$178.1K2026-11-02
IFP Advisors, Inc
INCREASED10,91410,890+24+0%$537.3K$479.3K-$58.0K2026-10-16
Fifth Third Bancorp
DECREASED10,80112,467-1,666-13%$615.1K$474.4K-$140.7K2026-11-05
ROI Financial Advisors, LLC
INCREASED10,7909,509+1,281+13%$469.2K$473.9K+$4.7K2026-10-19
International Assets Investment Management, LLC
DECREASED10,63611,797-1,161-10%$577.2K$469.3K-$108.0K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED10,35013,062-2,712-21%$644.5K$454.6K-$189.9K2026-10-16
Equitable Trust Co
UNCHANGED10,21910,21900%$504.2K$448.8K-$55.4K2026-10-13
Parallel Advisors, LLC
INCREASED9,4847,586+1,898+25%$374.3K$416.5K+$42.2K2026-11-03
HB Wealth Management, LLC
DECREASED9,2469,357-111-1%$461.7K$406.1K-$55.6K2026-10-23
StoneX Group Inc.
INCREASED9,1974,161+5,036+121%$203.3K$426.1K+$222.8K2026-11-03
Meridian Wealth Management, LLC
UNCHANGED9,0919,09100%$448.6K$399.3K-$49.3K2026-11-05
Milestones Private Investment Advisors LLC
DECREASED8,49511,154-2,659-24%$550.3K$373.1K-$177.2K2026-10-19
Rockport Wealth LLC
DECREASED8,386219,489-211,103-96%$10.8M$368.3K-$10.5M2026-11-03
Wealth Effects LLC
UNCHANGED6,8986,89800%$340.3K$303.0K-$37.4K2026-10-23
Core Wealth Partners LLC
UNCHANGED6,5606,56000%$323.7K$288.1K-$35.6K2026-11-02
MGO One Seven LLC
INCREASED6,3166,062+254+4%$299.1K$277.4K-$21.7K2026-10-28
Axxcess Wealth Management, LLC
UNCHANGED6,0006,00000%$296.0K$263.5K-$32.5K2026-10-21
Capital Square, LLC
INCREASED5,9435,361+582+11%$265.6K$261.3K-$4.3K2026-10-19
Nilsine Partners, LLC
UNCHANGED5,8765,87600%$289.9K$258.1K-$31.8K2026-11-02
Global Assets Advisory, LLC
DECREASED5,7005,714-140%$279.9K$253.8K-$26.1K2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED5,5555,55500%$274.1K$244.0K-$30.1K2026-10-23
Oppenheimer & Co Inc
DECREASED5,41514,411-8,996-62%$711.0K$237.8K-$473.2K2026-10-26
Global View Capital Management LLC
DECREASED5,2466,679-1,433-21%$329.5K$230.4K-$99.1K2026-10-28
Urban Wealth Management, LLC
UNCHANGED5,1525,15200%$254.2K$226.3K-$27.9K2026-10-21
Compass Financial Management LLC
INCREASED4,562146+4,416+3025%$7.1K$200.4K+$193.3K2026-10-30
Manchester Capital Management LLC
UNCHANGED3,9793,97900%$196.3K$174.8K-$21.6K2026-10-22
Lanark Financial, Inc.
DECREASED3,4183,464-46-1%$170.9K$150.1K-$20.8K2026-10-26
EPG Wealth Management LLC
INCREASED2,6202,600+20+1%$128.3K$115.1K-$13.2K2026-11-03
Private Trust Co NA
DECREASED2,3392,454-115-5%$121.1K$102.7K-$18.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED1,9551,937+18+1%$95.6K$85.6K-$10.0K2026-10-30
Signature Equity Partners, LLC
INCREASED1,62153+1,568+2958%$2.6K$71.2K+$68.6K2026-10-29
Kroeger Financial Partners
INCREASED1,6151,398+217+16%$69.0K$70.9K+$2.0K2026-10-19
Allworth Financial LP
INCREASED1,5401,500+40+3%$74.0K$76.0K+$2.0K2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED1,3761,37600%$67.9K$60.4K-$7.5K2026-10-07
Triumph Capital Management
INCREASED1,0121,010+2+0%$49.8K$44.5K-$5.4K2026-10-14
Root Financial Partners, LLC
NEW508—+508——$22.3K—2026-10-21
Raleigh Capital Management Inc.
INCREASED502499+3+1%$24.6K$22.1K-$2.6K2026-10-28
Reap Financial Group, LLC
INCREASED418415+3+1%$20.5K$18.4K-$2.1K2026-11-02
First Command Advisory Services, Inc.
UNCHANGED34634600%$17.1K$15.2K-$1.9K2026-11-05
CX Institutional
INCREASED277260+17+7%$13$12-$12026-10-02
Blue Trust, Inc.
INCREASED228227+1+0%$11.2K$10.0K-$1.2K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED19287+105+121%$4.3K$8.4K+$4.1K2026-11-05
Assetmark, Inc
INCREASED181104+77+74%$5.1K$8.0K+$2.8K2026-10-21
CoreCap Advisors, LLC
INCREASED177146+31+21%$7.2K$7.8K+$5702026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED15415400%$7.6K$6.8K-$8352026-10-20
Mosley Wealth Management
INCREASED127126+1+1%$6.2K$5.9K-$3652026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED12012000%$5.9K$5.3K-$6512026-10-28
Ascentis Independent Advisors
NEW119—+119——$5.2K—2026-11-03
Fortis Group Advisors, LLC
UNCHANGED979700%$4.8K$4.3K-$5262026-11-06
Caldwell Trust Co
DECREASED7082-12-15%$4.0K$3.1K-$9722026-10-30
Russell Investments Group, Ltd.
DECREASED6275-13-17%$3.7K$2.7K-$9782026-11-06
Spire Wealth Management
UNCHANGED616100%$3.0K$2.7K-$3322026-10-30
Creative Financial Designs Inc
UNCHANGED585800%$2.8K$2.5K-$2932026-11-04
Davis Capital Management
DECREASED51131-80-61%$6.5K$2.2K-$4.2K2026-10-08
Wagner Wealth Management, LLC
INCREASED3837+1+3%$1.8K$1.7K-$1912026-10-21
Central Pacific Bank - Trust Division
UNCHANGED383800%$1.9K$1.7K-$2062026-10-06
Key FInancial Inc
UNCHANGED323200%$1.6K$1.4K-$1742026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED292900%$1.4K$1.3K-$1452026-10-23
Allspring Global Investments Holdings, LLC
NEW2—+2——$89—2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED1100%$29$26-$32026-10-09
Realta Investment Advisors
UNCHANGED1100%$51$46-$52026-10-14
Fiduciary Alliance LLC
CLOSED097,807-97,807-100%$4.8M$0-$4.8M2026-10-13
Cyndeo Wealth Partners, LLC
CLOSED038,597-38,597-100%$1.9M$0-$1.9M2026-10-16
Thrivent Financial for Lutherans
CLOSED018,934-18,934-100%$934.0K$0-$934.0K2026-11-05
Persium Advisors, LLC
CLOSED010,650-10,650-100%$525.5K$0-$525.5K2026-10-07
Atria Investments, Inc
CLOSED06,392-6,392-100%$315.4K$0-$315.4K2026-10-15
Retirement Planning Group, LLC
CLOSED05,038-5,038-100%$248.6K$0-$248.6K2026-10-19
Daymark Wealth Partners, LLC
CLOSED04,256-4,256-100%$210.0K$0-$210.0K2026-11-04
Coston, McIsaac & Partners
CLOSED0704-704-100%$34$0-$342026-11-06
Lloyd Advisory Services, Llc.
CLOSED0133-133-100%$6.6K$0-$6.6K2026-11-02
AdvisorNet Financial, Inc
CLOSED055-55-100%$2.8K$0-$2.8K2026-10-15
Princeton Global Asset Management LLC
CLOSED034-34-100%$1.7K$0-$1.7K2026-10-21
Tucker Asset Management LLC
CLOSED021-21-100%$1.0K$0-$1.0K2026-10-29
Morgan Stanley
N/A—1,700,608-1,700,608-100%$83.9M———
Bank of America Corp
N/A—796,922-796,922-100%$39.3M———
Wells Fargo & Company
N/A—778,487-778,487-100%$38.4M———
Raymond James Financial Inc
N/A—616,213-616,213-100%$30.4M———
Cetera Investment Advisers
N/A—346,285-346,285-100%$17.1M———
UBS Group AG
N/A—299,657-299,657-100%$14.8M———
Envestnet Asset Management Inc
N/A—261,024-261,024-100%$12.9M———
Stifel Financial Corp
N/A—212,830-212,830-100%$10.5M———
Northwestern Mutual Wealth Management Co
N/A—179,897-179,897-100%$8.9M———
Delos Wealth Advisors, LLC
N/A—169,859-169,859-100%$8.4M———
Pgim Custom Harvest LLC
N/A—165,819-165,819-100%$8.2M———
Osaic Holdings, Inc.
N/A—164,962-164,962-100%$8.1M———
Janney Montgomery Scott LLC
N/A—136,146-136,146-100%$6.7M———
Royal Bank of Canada
N/A—100,919-100,919-100%$5.0M———
Foundations Investment Advisors, LLC
N/A—96,123-96,123-100%$4.7M———
Harbour Investments, Inc.
N/A—71,904-71,904-100%$3.5M———
Equitable Holdings, Inc.
N/A—65,156-65,156-100%$3.2M———
MML Investors Services, LLC
N/A—55,157-55,157-100%$2.7M———
BNP Paribas Financial Markets
N/A—50,425-50,425-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—46,019-46,019-100%$2.3M———
Benjamin Edwards Inc
N/A—38,756-38,756-100%$1.9M———
Proactive Wealth Strategies LLC
N/A—35,797-35,797-100%$1.8M———
NewEdge Advisors, LLC
N/A—33,280-33,280-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—33,171-33,171-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—32,750-32,750-100%$1.6M———
Arkadios Wealth Advisors
N/A—32,376-32,376-100%$1.6M———
Goldman Sachs Group Inc
N/A—31,894-31,894-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—29,309-29,309-100%$1.4M———
Regal Investment Advisors LLC
N/A—28,897-28,897-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—28,883-28,883-100%$1.4M———
&partners
N/A—28,110-28,110-100%$1.4M———
Kovack Advisors, Inc.
N/A—26,627-26,627-100%$1.3M———
Private Advisor Group, LLC
N/A—26,171-26,171-100%$1.3M———
Quantinno Capital Management LP
N/A—26,039-26,039-100%$1.3M———
Jones Financial Companies Lllp
N/A—25,441-25,441-100%$1.3M———
HFG Advisors, Inc.
N/A—23,400-23,400-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—21,310-21,310-100%$1.1M———
WCG Wealth Advisors LLC
N/A—18,250-18,250-100%$900.5K———
Sanctuary Advisors, LLC
N/A—18,220-18,220-100%$899.0K———
Jane Street Group, LLC
N/A—18,219-18,219-100%$898.9K———
Beacon Pointe Advisors, LLC
N/A—17,882-17,882-100%$882.3K———
D. E. Shaw & Co., Inc.
N/A—16,417-16,417-100%$810.0K———
Arax Advisory Partners
N/A—16,388-16,388-100%$808.6K———
Summit Financial, LLC
N/A—15,331-15,331-100%$756.4K———
Coppell Advisory Solutions LLC
N/A—14,300-14,300-100%$10.8K———
Flow Traders U.S. LLC
N/A—13,888-13,888-100%$685.0K———
Western Wealth Management, LLC
N/A—13,856-13,856-100%$683.7K———
Resurgent Financial Advisors LLC
N/A—13,641-13,641-100%$673.0K———
Waverly Advisors, LLC
N/A—13,272-13,272-100%$654.8K———
Centaurus Financial, Inc.
N/A—12,670-12,670-100%$625.0K———
Rehmann Capital Advisory Group
N/A—12,053-12,053-100%$594.7K———
JPMorgan Chase & Co
N/A—10,130-10,130-100%$506.4K———
One Charles Private Wealth Services, LLC
N/A—8,654-8,654-100%$427.0K———
Belpointe Asset Management LLC
N/A—8,499-8,499-100%$419.4K———
Fortis Capital Advisors, LLC
N/A—8,499-8,499-100%$419.4K———
Mutual Advisors, LLC
N/A—8,388-8,388-100%$413.9K———
RPg Family Wealth Advisory, LLC
N/A—8,067-8,067-100%$398.0K———
Gotham Asset Management, LLC
N/A—7,908-7,908-100%$390.2K———
Risk Paradigm Group, LLC
N/A—7,786-7,786-100%$384.2K———
Rockefeller Capital Management L.P.
N/A—7,760-7,760-100%$382.9K———
Stratos Wealth Partners, Ltd.
N/A—7,746-7,746-100%$382.2K———
Schrum Private Wealth Management LLC
N/A—7,668-7,668-100%$253.6K———
Susquehanna International Group, LLP
N/A—7,659-7,659-100%$377.9K———
IFG Advisory, LLC
N/A—7,633-7,633-100%$376.6K———
Focus Partners Wealth
N/A—7,517-7,517-100%$370.9K———
OneAscent Financial Services LLC
N/A—7,478-7,478-100%$369.0K———
Baird Financial Group, Inc.
N/A—7,120-7,120-100%$351.3K———
HighTower Advisors, LLC
N/A—6,691-6,691-100%$330.1K———
XTX Topco Ltd
N/A—6,203-6,203-100%$306.1K———
Global Retirement Partners, LLC
N/A—6,008-6,008-100%$296.5K———
Fiduciary Financial Advisors
N/A—5,947-5,947-100%$293.4K———
BFC Planning, Inc.
N/A—5,210-5,210-100%$257.1K———
Beto Financial Group, LLC
N/A—5,204-5,204-100%$256.7K———
LaSalle St. Investment Advisors, LLC
N/A—5,029-5,029-100%$248.1K———
Motco
N/A—5,000-5,000-100%$246.7K———
Perennial Investment Advisors, LLC
N/A—4,907-4,907-100%$242.1K———
Pacific SUN Financial Corp
N/A—4,800-4,800-100%$236.8K———
FMR LLC
N/A—4,232-4,232-100%$208.8K———
Nova Wealth Management, Inc.
N/A—3,625-3,625-100%$178.9K———
O'shaughnessy Asset Management, LLC
N/A—3,255-3,255-100%$160.6K———
Geneos Wealth Management Inc.
N/A—2,655-2,655-100%$131.0K———
AE Wealth Management LLC
N/A—1,910-1,910-100%$94.2K———
Steward Partners Investment Advisory, LLC
N/A—1,480-1,480-100%$73.0K———
Smartleaf Asset Management LLC
N/A—1,235-1,235-100%$61.7K———
Topsail Wealth Management, LLC
N/A—1,000-1,000-100%$49.3K———
Regatta Research & Money Management
N/A—818-818-100%$40.4K———
Rothschild Investment LLC
N/A—550-550-100%$27.1K———
Park Square Financial Group, LLC
N/A—511-511-100%$25.2K———
Providence Capital Advisors, LLC
N/A—509-509-100%$25.1K———
Founders Financial Alliance, LLC
N/A—500-500-100%$24.7K———
BlackRock, Inc.
N/A—364-364-100%$17.9K———
Ancora Advisors LLCA
N/A—250-250-100%$12.3K———
Transamerica Financial Advisors, LLC
N/A—243-243-100%$12.0K———
Blair William & Co
N/A—87-87-100%$4.3K———
Darwin Wealth Management, LLC
N/A—15-15-100%$740———
Quent Capital, LLC
N/A—8-8-100%$395———
Showing 202 of 202 institutions