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First Trust Stoxx Europe (FDD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Manchester Financial Inc
DECREASED
Shares1,908,730 from 1,919,602
Change-10,872 (-1%)
Value$36.7M (+$1.1M)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares1,646,731 from 1,463,835
Change+182,896 (+12%)
Value$31.7M (+$4.5M)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares571,408 from 587,578
Change-16,170 (-3%)
Value$10.9M (+$20.0K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares343,614
Change+343,614
Value$6.6M
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares248,730 from 82,864
Change+165,866 (+200%)
Value$4.8M (+$3.2M)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares234,381 from 214,083
Change+20,298 (+9%)
Value$4.5M (+$533.6K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares218,730 from 223,175
Change-4,445 (-2%)
Value$4.2M (+$64.1K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
DECREASED
Shares209,400 from 215,059
Change-5,659 (-3%)
Value$4.0M (+$35.3K)
Filed 2026-10-27
Next Level Private LLC
INCREASED
Shares192,008 from 190,195
Change+1,813 (+1%)
Value$3.7M (+$162.3K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares184,974 from 169,415
Change+15,559 (+9%)
Value$3.6M (+$412.6K)
Filed 2026-10-15
Hobart Private Capital, LLC
DECREASED
Shares177,724 from 178,103
Change-379 (0%)
Value$3.4M (+$112.0K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares159,074 from 165,816
Change-6,742 (-4%)
Value$3.1M (-$18.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares155,405 from 144,128
Change+11,277 (+8%)
Value$3.0M (+$313.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares134,275 from 137,347
Change-3,072 (-2%)
Value$2.6M (+$33.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares128,824 from 152,671
Change-23,847 (-16%)
Value$2.5M (-$356.0K)
Filed 2026-10-30
Ignite Planners, LLC
DECREASED
Shares122,689 from 123,190
Change-501 (0%)
Value$2.4M (+$72.9K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
DECREASED
Shares101,153 from 102,067
Change-914 (-1%)
Value$1.9M (+$50.8K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED
Shares95,823 from 54,839
Change+40,984 (+75%)
Value$1.8M (+$824.5K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares93,373 from 80,106
Change+13,267 (+17%)
Value$1.8M (+$308.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares84,170 from 79,917
Change+4,253 (+5%)
Value$1.6M (+$135.3K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares81,606 from 85,067
Change-3,461 (-4%)
Value$1.6M (-$9.5K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares71,414 from 59,995
Change+11,419 (+19%)
Value$1.4M (+$259.7K)
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares60,208 from 34,755
Change+25,453 (+73%)
Value$1.2M (+$512.5K)
Filed 2026-10-28
J2 Capital Management Inc
DECREASED
Shares53,703 from 54,462
Change-759 (-1%)
Value$1.0M (+$21.9K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
DECREASED
Shares52,966 from 53,882
Change-916 (-2%)
Value$1.0M (+$18.5K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares45,335 from 45,454
Change-119 (0%)
Value$871.3K (+$28.2K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares43,391 from 43,387
Change+4 (+0%)
Value$815.7K (+$13.1K)
Filed 2026-11-02
Fairfield Financial Advisors, LTD
INCREASED
Shares40,178 from 15,397
Change+24,781 (+161%)
Value$772.2K (+$486.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,820 from 38,205
Change-1,385 (-4%)
Value$681.9K (-$37.7K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares34,329 from 36,117
Change-1,788 (-5%)
Value$659.8K (-$10.2K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares33,600 from 34,500
Change-900 (-3%)
Value$631.5K (-$7.1K)
Filed 2026-10-28
Cottonwood Capital Advisors, LLC
DECREASED
Shares33,354 from 33,385
Change-31 (0%)
Value$641.1K (+$21.8K)
Filed 2026-10-20
Rasp Wealth Solutions, LLC
INCREASED
Shares31,089 from 25,702
Change+5,387 (+21%)
Value$597.5K (+$120.8K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares30,955 from 30,809
Change+146 (+0%)
Value$595.0K (+$23.5K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares26,876 from 26,065
Change+811 (+3%)
Value$516.6K (+$33.1K)
Filed 2026-11-05
Valmark Advisers, Inc.
NEW
Shares26,468
Change+26,468
Value$508.7K
Filed 2026-11-06
Independent Financial Group, LLC
UNCHANGED
Shares23,891 from 23,891
Change0 (0%)
Value$459.2K (+$16.0K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares23,340 from 24,400
Change-1,060 (-4%)
Value$449.0K (-$4.0K)
Filed 2026-10-22
Valued Retirements, Inc.
INCREASED
Shares23,250 from 11,314
Change+11,936 (+106%)
Value$446.9K (+$237.0K)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares17,729 from 18,691
Change-962 (-5%)
Value$340.8K (-$6.0K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares16,629 from 16,517
Change+112 (+1%)
Value$319.6K (+$13.2K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares13,992 from 13,938
Change+54 (+0%)
Value$268.9K (+$10.4K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares13,894 from 14,254
Change-360 (-3%)
Value$267.0K (+$2.6K)
Filed 2026-10-28
Ballast, Inc.
NEW
Shares12,398
Change+12,398
Value$238.3K
Filed 2026-10-20
Treasure Coast Financial Planning
INCREASED
Shares12,075 from 12,047
Change+28 (+0%)
Value$232.1K (+$8.6K)
Filed 2026-11-03
LVZ, Inc.
INCREASED
Shares11,988 from 11,500
Change+488 (+4%)
Value$230.4K (+$17.1K)
Filed 2026-10-20
Merit Financial Group, LLC
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$230.3K (+$8.0K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares11,069 from 15,832
Change-4,763 (-30%)
Value$212.7K (-$80.9K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares9,861 from 70
Change+9,791 (+13987%)
Value$189.5K (+$188.2K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares9,671 from 8,488
Change+1,183 (+14%)
Value$185.9K (+$28.4K)
Filed 2026-10-22
Larson Financial Group LLC
UNCHANGED
Shares7,080 from 7,080
Change0 (0%)
Value$136.1K (+$4.7K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares2,900 from 3,400
Change-500 (-15%)
Value$55.7K (-$7.3K)
Filed 2026-11-06
Gamma Investing LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$53.3K (+$1.9K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$38.4K (+$1.3K)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$30.8K (+$1.1K)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$28.8K (+$1.0K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$19.2K (+$670)
Filed 2026-10-01
Raleigh Capital Management Inc.
INCREASED
Shares706 from 698
Change+8 (+1%)
Value$13.6K (+$622)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$12.3K (+$429)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$12.2K (+$425)
Filed 2026-10-15
Rossby Financial, LCC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$7.7K (+$268)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$6.5K (+$228)
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$6.3K (+$221)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$6.0K (+$210)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares265 from 128
Change+137 (+107%)
Value$5.1K (+$2.7K)
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares262
Change+262
Value$5.0K
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$3.3K (+$116)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$3.1K (+$109)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$2.6K (+$90)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$308 (+$11)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 3,724,608
Change-3,724,608 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,281,990
Change-2,281,990 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,761,355
Change-1,761,355 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,461,977
Change-1,461,977 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,352,087
Change-1,352,087 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 958,425
Change-958,425 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 890,206
Change-890,206 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 828,951
Change-828,951 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 540,106
Change-540,106 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 399,427
Change-399,427 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 390,954
Change-390,954 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 381,467
Change-381,467 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 274,367
Change-274,367 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 255,152
Change-255,152 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 226,903
Change-226,903 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 223,991
Change-223,991 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 223,085
Change-223,085 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 218,120
Change-218,120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 206,138
Change-206,138 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 184,112
Change-184,112 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 167,079
Change-167,079 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 166,357
Change-166,357 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 155,046
Change-155,046 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 148,140
Change-148,140 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 140,012
Change-140,012 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 131,593
Change-131,593 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 122,478
Change-122,478 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 109,225
Change-109,225 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 68,314
Change-68,314 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,734
Change-59,734 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 58,650
Change-58,650 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 56,314
Change-56,314 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 49,148
Change-49,148 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 47,001
Change-47,001 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,839
Change-44,839 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 41,651
Change-41,651 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 40,381
Change-40,381 (-100%)
Value—
Stephens Inc
N/A
Shares— from 37,258
Change-37,258 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,244
Change-31,244 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 28,930
Change-28,930 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 27,013
Change-27,013 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,798
Change-26,798 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 22,503
Change-22,503 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,793
Change-20,793 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 20,706
Change-20,706 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 19,791
Change-19,791 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,522
Change-19,522 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,924
Change-17,924 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 17,708
Change-17,708 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,617
Change-14,617 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,608
Change-14,608 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
Manchester Financial Inc
DECREASED1,908,7301,919,602-10,872-1%$35.6M$36.7M+$1.1M2026-10-15
LPL Financial LLC
INCREASED1,646,7311,463,835+182,896+12%$27.2M$31.7M+$4.5M2026-11-06
Prospera Financial Services Inc
DECREASED571,408587,578-16,170-3%$10.9M$10.9M+$20.0K2026-11-04
Ascentis Independent Advisors
NEW343,614—+343,614——$6.6M—2026-11-03
Concurrent Investment Advisors, LLC
INCREASED248,73082,864+165,866+200%$1.5M$4.8M+$3.2M2026-10-16
Flagship Harbor Advisors, LLC
INCREASED234,381214,083+20,298+9%$4.0M$4.5M+$533.6K2026-10-26
Atria Investments, Inc
DECREASED218,730223,175-4,445-2%$4.1M$4.2M+$64.1K2026-10-15
Foresight Capital Management Advisors, Inc.
DECREASED209,400215,059-5,659-3%$4.0M$4.0M+$35.3K2026-10-27
Next Level Private LLC
INCREASED192,008190,195+1,813+1%$3.5M$3.7M+$162.3K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED184,974169,415+15,559+9%$3.1M$3.6M+$412.6K2026-10-15
Hobart Private Capital, LLC
DECREASED177,724178,103-3790%$3.3M$3.4M+$112.0K2026-10-19
IFP Advisors, Inc
DECREASED159,074165,816-6,742-4%$3.1M$3.1M-$18.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED155,405144,128+11,277+8%$2.7M$3.0M+$313.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED134,275137,347-3,072-2%$2.5M$2.6M+$33.0K2026-11-02
Truist Financial Corp
DECREASED128,824152,671-23,847-16%$2.8M$2.5M-$356.0K2026-10-30
Ignite Planners, LLC
DECREASED122,689123,190-5010%$2.3M$2.4M+$72.9K2026-10-14
Tcfg Investment Advisors, LLC
DECREASED101,153102,067-914-1%$1.9M$1.9M+$50.8K2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED95,82354,839+40,984+75%$1.0M$1.8M+$824.5K2026-10-08
Kestra Advisory Services, LLC
INCREASED93,37380,106+13,267+17%$1.5M$1.8M+$308.7K2026-11-02
Farther Finance Advisors, LLC
INCREASED84,17079,917+4,253+5%$1.5M$1.6M+$135.3K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED81,60685,067-3,461-4%$1.6M$1.6M-$9.5K2026-11-06
Moors & Cabot, Inc.
INCREASED71,41459,995+11,419+19%$1.1M$1.4M+$259.7K2026-11-06
Cullen T Bankers, Inc.
INCREASED60,20834,755+25,453+73%$644.7K$1.2M+$512.5K2026-10-28
J2 Capital Management Inc
DECREASED53,70354,462-759-1%$1.0M$1.0M+$21.9K2026-10-19
BlueChip Wealth Advisors LLC
DECREASED52,96653,882-916-2%$999.5K$1.0M+$18.5K2026-11-03
Fifth Third Bancorp
DECREASED45,33545,454-1190%$843.2K$871.3K+$28.2K2026-11-05
International Assets Investment Management, LLC
INCREASED43,39143,387+4+0%$802.7K$815.7K+$13.1K2026-11-02
Fairfield Financial Advisors, LTD
INCREASED40,17815,397+24,781+161%$285.6K$772.2K+$486.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED36,82038,205-1,385-4%$719.6K$681.9K-$37.7K2026-10-13
Elevated Capital Advisors, LLC
DECREASED34,32936,117-1,788-5%$670.0K$659.8K-$10.2K2026-11-04
Global Assets Advisory, LLC
DECREASED33,60034,500-900-3%$638.6K$631.5K-$7.1K2026-10-28
Cottonwood Capital Advisors, LLC
DECREASED33,35433,385-310%$619.3K$641.1K+$21.8K2026-10-20
Rasp Wealth Solutions, LLC
INCREASED31,08925,702+5,387+21%$476.8K$597.5K+$120.8K2026-11-06
Sigma Planning Corp
INCREASED30,95530,809+146+0%$571.5K$595.0K+$23.5K2026-10-23
Compound Planning, Inc.
INCREASED26,87626,065+811+3%$483.5K$516.6K+$33.1K2026-11-05
Valmark Advisers, Inc.
NEW26,468—+26,468——$508.7K—2026-11-06
Independent Financial Group, LLC
UNCHANGED23,89123,89100%$443.2K$459.2K+$16.0K2026-10-13
Wedbush Securities Inc
DECREASED23,34024,400-1,060-4%$453.0K$449.0K-$4.0K2026-10-22
Valued Retirements, Inc.
INCREASED23,25011,314+11,936+106%$209.9K$446.9K+$237.0K2026-11-06
RFG Advisory, LLC
DECREASED17,72918,691-962-5%$346.7K$340.8K-$6.0K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED16,62916,517+112+1%$306.4K$319.6K+$13.2K2026-11-05
Register Financial Advisors LLC
INCREASED13,99213,938+54+0%$258.6K$268.9K+$10.4K2026-10-23
MGO One Seven LLC
DECREASED13,89414,254-360-3%$264.4K$267.0K+$2.6K2026-10-28
Ballast, Inc.
NEW12,398—+12,398——$238.3K—2026-10-20
Treasure Coast Financial Planning
INCREASED12,07512,047+28+0%$223.5K$232.1K+$8.6K2026-11-03
LVZ, Inc.
INCREASED11,98811,500+488+4%$213.3K$230.4K+$17.1K2026-10-20
Merit Financial Group, LLC
UNCHANGED11,98011,98000%$222.2K$230.3K+$8.0K2026-11-06
Brookstone Capital Management
DECREASED11,06915,832-4,763-30%$293.7K$212.7K-$80.9K2026-10-22
Signature Equity Partners, LLC
INCREASED9,86170+9,791+13987%$1.3K$189.5K+$188.2K2026-10-29
SBI Securities Co., Ltd.
INCREASED9,6718,488+1,183+14%$157.5K$185.9K+$28.4K2026-10-22
Larson Financial Group LLC
UNCHANGED7,0807,08000%$131.3K$136.1K+$4.7K2026-11-05
PNC Financial Services Group, Inc.
DECREASED2,9003,400-500-15%$63.1K$55.7K-$7.3K2026-11-06
Gamma Investing LLC
UNCHANGED2,7752,77500%$51.5K$53.3K+$1.9K2026-10-08
Assetmark, Inc
UNCHANGED2,0002,00000%$37.1K$38.4K+$1.3K2026-10-21
Triumph Capital Management
UNCHANGED1,6001,60000%$29.7K$30.8K+$1.1K2026-10-14
MTM Investment Management, LLC
UNCHANGED1,5001,50000%$27.8K$28.8K+$1.0K2026-10-30
Noble Wealth Management PBC
UNCHANGED1,0001,00000%$18.6K$19.2K+$6702026-10-01
Raleigh Capital Management Inc.
INCREASED706698+8+1%$13.0K$13.6K+$6222026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED63963900%$11.9K$12.3K+$4292026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED63563500%$11.8K$12.2K+$4252026-10-15
Rossby Financial, LCC
UNCHANGED40140100%$7.4K$7.7K+$2682026-11-05
Hilton Head Capital Partners, LLC
UNCHANGED34034000%$6.3K$6.5K+$2282026-10-23
Private Trust Co NA
UNCHANGED33033000%$6.1K$6.3K+$2212026-10-20
Evolution Wealth Management Inc.
UNCHANGED31431400%$5.8K$6.0K+$2102026-10-28
Silver Grove Financial Group, Inc.
INCREASED265128+137+107%$2.4K$5.1K+$2.7K2026-11-05
Russell Investments Group, Ltd.
NEW262—+262——$5.0K—2026-11-06
Signaturefd, LLC
UNCHANGED17317300%$3.2K$3.3K+$1162026-10-23
Creative Financial Designs Inc
UNCHANGED16216200%$3.0K$3.1K+$1092026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED13513500%$2.5K$2.6K+$902026-10-23
Compass Financial Management LLC
UNCHANGED161600%$297$308+$112026-10-30
Institute for Wealth Management, Llc.
CLOSED0500-500-100%$9.3K$0-$9.3K2026-11-06
Morgan Stanley
N/A—3,724,608-3,724,608-100%$69.1M———
Wells Fargo & Company
N/A—2,281,990-2,281,990-100%$42.3M———
Raymond James Financial Inc
N/A—1,761,355-1,761,355-100%$32.7M———
Ameriprise Financial Inc
N/A—1,461,977-1,461,977-100%$27.1M———
UBS Group AG
N/A—1,352,087-1,352,087-100%$25.1M———
ODonnell Financial Services, LLC
N/A—958,425-958,425-100%$17.8M———
Osaic Holdings, Inc.
N/A—890,206-890,206-100%$16.5M———
Bank of America Corp
N/A—828,951-828,951-100%$15.4M———
Intellectus Partners, LLC
N/A—540,106-540,106-100%$10.0M———
Warner Group LLC
N/A—399,427-399,427-100%$7.4M———
Envestnet Asset Management Inc
N/A—390,954-390,954-100%$7.3M———
Janney Montgomery Scott LLC
N/A—381,467-381,467-100%$7.1M———
Jones Financial Companies Lllp
N/A—274,367-274,367-100%$5.1M———
Owen LaRue, LLC
N/A—255,152-255,152-100%$4.7M———
Allie Family Office LLC
N/A—226,903-226,903-100%$4.2M———
Harbour Investments, Inc.
N/A—223,991-223,991-100%$4.2M———
Equitable Holdings, Inc.
N/A—223,085-223,085-100%$4.1M———
Sanctuary Advisors, LLC
N/A—218,120-218,120-100%$4.0M———
NewEdge Advisors, LLC
N/A—206,138-206,138-100%$3.8M———
Royal Bank of Canada
N/A—184,112-184,112-100%$3.4M———
Cetera Investment Advisers
N/A—167,079-167,079-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—166,357-166,357-100%$3.1M———
Waverly Advisors, LLC
N/A—155,046-155,046-100%$2.9M———
Baird Financial Group, Inc.
N/A—148,140-148,140-100%$2.7M———
N.E.W. Advisory Services LLC
N/A—140,012-140,012-100%$2.6M———
MML Investors Services, LLC
N/A—131,593-131,593-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—122,478-122,478-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—109,225-109,225-100%$2.0M———
HRT Financial LP
N/A—68,314-68,314-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—59,734-59,734-100%$1.1M———
Quantinno Capital Management LP
N/A—58,650-58,650-100%$1.1M———
Snowden Capital Advisors LLC
N/A—56,314-56,314-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—49,148-49,148-100%$911.7K———
Navis Wealth Advisors, LLC
N/A—47,001-47,001-100%$871.9K———
Stifel Financial Corp
N/A—44,839-44,839-100%$831.8K———
Envestnet Portfolio Solutions, Inc.
N/A—41,651-41,651-100%$772.6K———
Northwestern Mutual Wealth Management Co
N/A—40,381-40,381-100%$749.1K———
Stephens Inc
N/A—37,258-37,258-100%$691.1K———
Citadel Advisors LLC
N/A—31,244-31,244-100%$579.6K———
Orion Porfolio Solutions, LLC
N/A—28,930-28,930-100%$536.6K———
Topsail Wealth Management, LLC
N/A—28,707-28,707-100%$532.5K———
Huntington National Bank
N/A—27,013-27,013-100%$501.1K———
Mercer Global Advisors Inc
N/A—26,798-26,798-100%$497.1K———
Jane Street Group, LLC
N/A—26,022-26,022-100%$482.7K———
LEE Johnson Capital Management, LLC
N/A—22,503-22,503-100%$417.4K———
Benjamin Edwards Inc
N/A—20,793-20,793-100%$385.7K———
Calton & Associates, Inc.
N/A—20,706-20,706-100%$384.1K———
Berger Financial Group, Inc
N/A—19,791-19,791-100%$367.1K———
Coppell Advisory Solutions LLC
N/A—19,522-19,522-100%$7.2K———
HighPoint Advisor Group LLC
N/A—18,065-18,065-100%$335.1K———
Beacon Pointe Advisors, LLC
N/A—17,924-17,924-100%$332.5K———
Kintra Wealth, LLC
N/A—17,708-17,708-100%$361.9K———
Liberty Wealth Management LLC
N/A—14,617-14,617-100%$260.3K———
Advisory Services Network, LLC
N/A—14,608-14,608-100%$271.0K———
Strategic Financial Partners, Ltd.
N/A—13,925-13,925-100%$258.3K———
Principal Securities, Inc.
N/A—13,275-13,275-100%$246.3K———
Susquehanna International Group, LLP
N/A—12,500-12,500-100%$231.9K———
Stratos Wealth Partners, Ltd.
N/A—11,097-11,097-100%$205.8K———
FSB Premier Wealth Management, Inc.
N/A—10,689-10,689-100%$198.3K———
FMR LLC
N/A—6,318-6,318-100%$117.2K———
Global Retirement Partners, LLC
N/A—6,023-6,023-100%$111.7K———
Blair William & Co
N/A—3,000-3,000-100%$55.7K———
National Bank of Canada
N/A—2,670-2,670-100%$49.5K———
Darwin Wealth Management, LLC
N/A—2,030-2,030-100%$37.7K———
IFG Advisory, LLC
N/A—1,528-1,528-100%$28.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,355-1,355-100%$25.1K———
Bellevue Asset Management, LLC
N/A—1,213-1,213-100%$22.5K———
Capital Analysts, LLC
N/A—1,164-1,164-100%$22———
Continuum Advisory, LLC
N/A—914-914-100%$17.0K———
Geneos Wealth Management Inc.
N/A—750-750-100%$13.9K———
Smartleaf Asset Management LLC
N/A—743-743-100%$13.8K———
BNP Paribas Financial Markets
N/A—35-35-100%$649———
Showing 143 of 143 institutions