IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Emerging Markets (FEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares657,412 from 636,366
Change+21,046 (+3%)
Value$21.2M (+$818.3K)
Filed 2026-10-27
TCP Asset Management, LLC
INCREASED
Shares465,297 from 455,273
Change+10,024 (+2%)
Value$15.2M (+$656.0K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares325,583 from 356,467
Change-30,884 (-9%)
Value$10.5M (-$916.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares300,872 from 362,697
Change-61,825 (-17%)
Value$9.7M (-$1.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares205,770 from 223,082
Change-17,312 (-8%)
Value$6.6M (-$508.4K)
Filed 2026-11-05
Fiduciary Alliance LLC
NEW
Shares144,394
Change+144,394
Value$4.7M
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares123,814 from 41,233
Change+82,581 (+200%)
Value$4.0M (+$2.7M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares119,695 from 124,183
Change-4,488 (-4%)
Value$3.9M (-$117.1K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares116,355 from 117,309
Change-954 (-1%)
Value$3.7M (-$4.8K)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
NEW
Shares105,470
Change+105,470
Value$3.4M
Filed 2026-10-29
Roman Butler Fullerton & Co
INCREASED
Shares102,444 from 96,357
Change+6,087 (+6%)
Value$3.3M (+$267.2K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares101,863 from 44,448
Change+57,415 (+129%)
Value$3.3M (+$1.9M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares89,209 from 82,374
Change+6,835 (+8%)
Value$2.9M (+$277.5K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares83,984 from 105,075
Change-21,091 (-20%)
Value$2.6M (-$756.3K)
Filed 2026-11-04
Midwest Financial Group LLC
INCREASED
Shares68,400 from 67,107
Change+1,293 (+2%)
Value$2.2M (+$56.5K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares56,081 from 22,410
Change+33,671 (+150%)
Value$1.8M (+$1.1M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares54,837 from 61,209
Change-6,372 (-10%)
Value$1.8M (-$192.0K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares44,586 from 33,156
Change+11,430 (+34%)
Value$1.4M (+$375.5K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares42,767 from 41,169
Change+1,598 (+4%)
Value$1.4M (+$60.6K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares40,961 from 40,360
Change+601 (+1%)
Value$1.3M (+$28.8K)
Filed 2026-10-27
Pacific Excel Wealth Advisors, Inc.
NEW
Shares33,945
Change+33,945
Value$1.1M
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares31,610 from 32,404
Change-794 (-2%)
Value$1.0M (-$18.4K)
Filed 2026-10-08
Aprio Wealth Management, LLC
UNCHANGED
Shares31,089 from 31,089
Change0 (0%)
Value$1.0M (+$6.9K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares30,279 from 29,848
Change+431 (+1%)
Value$975.3K (+$20.5K)
Filed 2026-10-26
Vise Technologies, Inc.
DECREASED
Shares25,666 from 63,994
Change-38,328 (-60%)
Value$826.7K (-$1.2M)
Filed 2026-10-29
Iams Wealth Management, LLC
DECREASED
Shares23,867 from 34,024
Change-10,157 (-30%)
Value$768.8K (-$319.7K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares22,941 from 22,379
Change+562 (+3%)
Value$738.9K (+$23.0K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares21,193 from 18,650
Change+2,543 (+14%)
Value$682.6K (+$86.0K)
Filed 2026-10-13
Formidable Asset Management, LLC
INCREASED
Shares20,719 from 20,716
Change+3 (+0%)
Value$662.8K (+$42.3K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares20,007 from 16,599
Change+3,408 (+21%)
Value$644.4K (+$113.4K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares18,066 from 16,560
Change+1,506 (+9%)
Value$581.9K (+$52.2K)
Filed 2026-11-03
Cascade Investment Group, Inc.
INCREASED
Shares14,838 from 10,797
Change+4,041 (+37%)
Value$477.9K (+$132.5K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares14,786 from 13,651
Change+1,135 (+8%)
Value$476.3K (+$39.6K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
INCREASED
Shares14,462 from 14,409
Change+53 (+0%)
Value$465.8K (+$4.9K)
Filed 2026-10-23
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares14,376 from 14,376
Change0 (0%)
Value$463.0K (+$3.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares13,334 from 917
Change+12,417 (+1354%)
Value$429.5K (+$400.2K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,736 from 11,688
Change+48 (+0%)
Value$378.0K (+$4.1K)
Filed 2026-11-03
Nations Financial Group Inc,
NEW
Shares11,581
Change+11,581
Value$373.0K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares11,011 from 11,013
Change-2 (0%)
Value$354.7K (+$2.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares9,538 from 9,518
Change+20 (+0%)
Value$307.2K (+$2.7K)
Filed 2026-10-23
Richmond Investment Services, LLC
INCREASED
Shares9,441 from 9,402
Change+39 (+0%)
Value$304.1K (+$3.3K)
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares8,967 from 8,644
Change+323 (+4%)
Value$288.8K (+$12.3K)
Filed 2026-10-20
Able Financial Group, LLC
DECREASED
Shares8,961 from 9,479
Change-518 (-5%)
Value$288.6K (-$14.6K)
Filed 2026-10-14
Meitav Investment House LTD
UNCHANGED
Shares8,893 from 8,893
Change0 (0%)
Value$286.4K (+$2.0K)
Filed 2026-10-28
Novem Group
INCREASED
Shares8,768 from 7,773
Change+995 (+13%)
Value$282.4K (+$33.8K)
Filed 2026-10-19
Carlson Financial, Inc.
INCREASED
Shares8,538 from 8,093
Change+445 (+6%)
Value$275.0K (+$16.1K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares7,028 from 23,817
Change-16,789 (-70%)
Value$226.4K (-$535.5K)
Filed 2026-10-15
Tucker Asset Management LLC
DECREASED
Shares7,006 from 7,325
Change-319 (-4%)
Value$225.7K (-$8.7K)
Filed 2026-10-29
Private Client Services, LLC
DECREASED
Shares6,913 from 7,469
Change-556 (-7%)
Value$222.7K (-$16.3K)
Filed 2026-10-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares6,387
Change+6,387
Value$205.7K
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares6,279 from 10,129
Change-3,850 (-38%)
Value$202.0K (-$122.0K)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares6,278 from 3,462
Change+2,816 (+81%)
Value$202.2K (+$91.5K)
Filed 2026-10-28
IMG Wealth Management, Inc.
DECREASED
Shares3,314 from 47,903
Change-44,589 (-93%)
Value$106.7K (-$1.4M)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares2,953 from 2,934
Change+19 (+1%)
Value$95.1K (+$1.3K)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares2,604 from 2,664
Change-60 (-2%)
Value$83.9K (-$1.3K)
Filed 2026-11-05
Gamma Investing LLC
UNCHANGED
Shares2,242 from 2,242
Change0 (0%)
Value$72.2K (+$495)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares1,771 from 1,969
Change-198 (-10%)
Value$57.0K (-$5.9K)
Filed 2026-11-03
City Holding Co
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$46.7K (+$319)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares1,336 from 1,924
Change-588 (-31%)
Value$43.0K (-$18.5K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares756 from 796
Change-40 (-5%)
Value$24.4K (-$1.1K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$22.0K (+$150)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$21.0K (+$144)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares613 from 551
Change+62 (+11%)
Value$19.7K (+$2.1K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares564 from 315
Change+249 (+79%)
Value$18.2K (+$8.1K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$17.4K (+$119)
Filed 2026-10-30
Mather Group, Llc.
NEW
Shares521
Change+521
Value$16.8K
Filed 2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$12.5K (+$85)
Filed 2026-10-28
Center for Financial Planning, Inc.
NEW
Shares300
Change+300
Value$9.7K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares221 from 239
Change-18 (-8%)
Value$7.1K (-$525)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$5.9K (+$40)
Filed 2026-10-23
American National Bank & Trust
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$4.4K (+$30)
Filed 2026-10-07
Larson Financial Group LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.0K (+$27)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares113 from 66
Change+47 (+71%)
Value$3.6K (+$1.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares112
Change+112
Value$3.6K
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$3.4K (+$23)
Filed 2026-11-03
Archer Investment Corp
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$3.1K (+$40)
Filed 2026-11-05
CX Institutional
NEW
Shares54
Change+54
Value$2
Filed 2026-10-02
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 137,010
Change-137,010 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 45,545
Change-45,545 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-27
RMG Wealth Management LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-26
Blue Trust, Inc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 3,004,146
Change-3,004,146 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,261,075
Change-2,261,075 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,471,272
Change-1,471,272 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,321,485
Change-1,321,485 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 875,590
Change-875,590 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 805,899
Change-805,899 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 671,879
Change-671,879 (-100%)
Value—
UBS Group AG
N/A
Shares— from 647,068
Change-647,068 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 582,966
Change-582,966 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 369,789
Change-369,789 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 360,031
Change-360,031 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 313,808
Change-313,808 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 148,318
Change-148,318 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 134,457
Change-134,457 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 134,363
Change-134,363 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 110,800
Change-110,800 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 108,279
Change-108,279 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 98,203
Change-98,203 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 94,697
Change-94,697 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 89,046
Change-89,046 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 79,714
Change-79,714 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 74,500
Change-74,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 62,816
Change-62,816 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,953
Change-58,953 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 58,848
Change-58,848 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 58,319
Change-58,319 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 53,756
Change-53,756 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 49,437
Change-49,437 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,312
Change-49,312 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 48,483
Change-48,483 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 47,620
Change-47,620 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,635
Change-46,635 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,666
Change-43,666 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,858
Change-41,858 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,772
Change-41,772 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 35,045
Change-35,045 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,843
Change-32,843 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,850
Change-28,850 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 27,311
Change-27,311 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,731
Change-18,731 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,854
Change-17,854 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,815
Change-15,815 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 14,782
Change-14,782 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 14,692
Change-14,692 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,991
Change-13,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,917
Change-13,917 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 13,532
Change-13,532 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,382
Change-10,382 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
&partners
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 593
Change-593 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 184
Change-184 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED657,412636,366+21,046+3%$20.4M$21.2M+$818.3K2026-10-27
TCP Asset Management, LLC
INCREASED465,297455,273+10,024+2%$14.6M$15.2M+$656.0K2026-10-14
Assetmark, Inc
DECREASED325,583356,467-30,884-9%$11.4M$10.5M-$916.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED300,872362,697-61,825-17%$11.6M$9.7M-$1.9M2026-11-02
Bank of New York Mellon Corp
DECREASED205,770223,082-17,312-8%$7.1M$6.6M-$508.4K2026-11-05
Fiduciary Alliance LLC
NEW144,394—+144,394——$4.7M—2026-10-13
Kestra Advisory Services, LLC
INCREASED123,81441,233+82,581+200%$1.3M$4.0M+$2.7M2026-11-02
Atria Investments, Inc
DECREASED119,695124,183-4,488-4%$4.0M$3.9M-$117.1K2026-10-15
IFP Advisors, Inc
DECREASED116,355117,309-954-1%$3.8M$3.7M-$4.8K2026-10-16
Gaddis Premier Wealth Advisors LLC
NEW105,470—+105,470——$3.4M—2026-10-29
Roman Butler Fullerton & Co
INCREASED102,44496,357+6,087+6%$3.0M$3.3M+$267.2K2026-10-27
Commonwealth Equity Services, LLC
INCREASED101,86344,448+57,415+129%$1.4M$3.3M+$1.9M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED89,20982,374+6,835+8%$2.6M$2.9M+$277.5K2026-10-13
Prospera Financial Services Inc
DECREASED83,984105,075-21,091-20%$3.4M$2.6M-$756.3K2026-11-04
Midwest Financial Group LLC
INCREASED68,40067,107+1,293+2%$2.1M$2.2M+$56.5K2026-10-15
MGO One Seven LLC
INCREASED56,08122,410+33,671+150%$716.9K$1.8M+$1.1M2026-10-28
Park Avenue Securities LLC
DECREASED54,83761,209-6,372-10%$2.0M$1.8M-$192.0K2026-10-26
Truist Financial Corp
INCREASED44,58633,156+11,430+34%$1.1M$1.4M+$375.5K2026-10-30
D.A. Davidson & Co.
INCREASED42,76741,169+1,598+4%$1.3M$1.4M+$60.6K2026-10-28
Chicago Partners Investment Group LLC
INCREASED40,96140,360+601+1%$1.3M$1.3M+$28.8K2026-10-27
Pacific Excel Wealth Advisors, Inc.
NEW33,945—+33,945——$1.1M—2026-10-27
Farther Finance Advisors, LLC
DECREASED31,61032,404-794-2%$1.0M$1.0M-$18.4K2026-10-08
Aprio Wealth Management, LLC
UNCHANGED31,08931,08900%$994.5K$1.0M+$6.9K2026-10-28
Crusonia Wealth Advisors LLC
INCREASED30,27929,848+431+1%$954.8K$975.3K+$20.5K2026-10-26
Vise Technologies, Inc.
DECREASED25,66663,994-38,328-60%$2.0M$826.7K-$1.2M2026-10-29
Iams Wealth Management, LLC
DECREASED23,86734,024-10,157-30%$1.1M$768.8K-$319.7K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED22,94122,379+562+3%$715.9K$738.9K+$23.0K2026-10-13
Independent Financial Group, LLC
INCREASED21,19318,650+2,543+14%$596.6K$682.6K+$86.0K2026-10-13
Formidable Asset Management, LLC
INCREASED20,71920,716+3+0%$620.5K$662.8K+$42.3K2026-11-03
Focus Financial Network, Inc.
INCREASED20,00716,599+3,408+21%$531.0K$644.4K+$113.4K2026-10-14
RFG Advisory, LLC
INCREASED18,06616,560+1,506+9%$529.7K$581.9K+$52.2K2026-11-03
Cascade Investment Group, Inc.
INCREASED14,83810,797+4,041+37%$345.4K$477.9K+$132.5K2026-10-13
Oppenheimer & Co Inc
INCREASED14,78613,651+1,135+8%$436.7K$476.3K+$39.6K2026-10-26
Trueblood Wealth Management, LLC
INCREASED14,46214,409+53+0%$460.9K$465.8K+$4.9K2026-10-23
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED14,37614,37600%$459.9K$463.0K+$3.2K2026-10-26
Signature Equity Partners, LLC
INCREASED13,334917+12,417+1354%$29.3K$429.5K+$400.2K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED11,73611,688+48+0%$373.9K$378.0K+$4.1K2026-11-03
Nations Financial Group Inc,
NEW11,581—+11,581——$373.0K—2026-11-05
Fifth Third Bancorp
DECREASED11,01111,013-20%$352.3K$354.7K+$2.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED9,5389,518+20+0%$304.5K$307.2K+$2.7K2026-10-23
Richmond Investment Services, LLC
INCREASED9,4419,402+39+0%$300.8K$304.1K+$3.3K2026-10-29
Asset Allocation Strategies LLC
INCREASED8,9678,644+323+4%$276.5K$288.8K+$12.3K2026-10-20
Able Financial Group, LLC
DECREASED8,9619,479-518-5%$303.2K$288.6K-$14.6K2026-10-14
Meitav Investment House LTD
UNCHANGED8,8938,89300%$284.5K$286.4K+$2.0K2026-10-28
Novem Group
INCREASED8,7687,773+995+13%$248.7K$282.4K+$33.8K2026-10-19
Carlson Financial, Inc.
INCREASED8,5388,093+445+6%$258.9K$275.0K+$16.1K2026-11-05
HBW Advisory Services LLC
DECREASED7,02823,817-16,789-70%$761.9K$226.4K-$535.5K2026-10-15
Tucker Asset Management LLC
DECREASED7,0067,325-319-4%$234.3K$225.7K-$8.7K2026-10-29
Private Client Services, LLC
DECREASED6,9137,469-556-7%$238.9K$222.7K-$16.3K2026-10-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW6,387—+6,387——$205.7K—2026-10-14
Wedbush Securities Inc
DECREASED6,27910,129-3,850-38%$324.0K$202.0K-$122.0K2026-10-22
Cullen T Bankers, Inc.
INCREASED6,2783,462+2,816+81%$110.7K$202.2K+$91.5K2026-10-28
IMG Wealth Management, Inc.
DECREASED3,31447,903-44,589-93%$1.5M$106.7K-$1.4M2026-10-27
US Bancorp \de\
INCREASED2,9532,934+19+1%$93.9K$95.1K+$1.3K2026-11-05
Rossby Financial, LCC
DECREASED2,6042,664-60-2%$85.2K$83.9K-$1.3K2026-11-05
Gamma Investing LLC
UNCHANGED2,2422,24200%$71.7K$72.2K+$4952026-10-08
Parallel Advisors, LLC
DECREASED1,7711,969-198-10%$63.0K$57.0K-$5.9K2026-11-03
City Holding Co
UNCHANGED1,4501,45000%$46.4K$46.7K+$3192026-10-19
Tounjian Advisory Partners, LLC
DECREASED1,3361,924-588-31%$61.5K$43.0K-$18.5K2026-11-04
Private Trust Co NA
DECREASED756796-40-5%$25.5K$24.4K-$1.1K2026-10-20
Trust Co of Toledo NA
UNCHANGED68368300%$21.8K$22.0K+$1502026-10-16
Lanark Financial, Inc.
UNCHANGED65065000%$20.8K$21.0K+$1442026-10-26
Spire Wealth Management
INCREASED613551+62+11%$17.6K$19.7K+$2.1K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED564315+249+79%$10.1K$18.2K+$8.1K2026-11-05
MTM Investment Management, LLC
UNCHANGED54054000%$17.3K$17.4K+$1192026-10-30
Mather Group, Llc.
NEW521—+521——$16.8K—2026-10-14
Buck Wealth Strategies, LLC
UNCHANGED38738700%$12.4K$12.5K+$852026-10-28
Center for Financial Planning, Inc.
NEW300—+300——$9.7K—2026-10-26
Lloyd Advisory Services, Llc.
DECREASED221239-18-8%$7.7K$7.1K-$5252026-11-02
Financial Consulate, Inc
UNCHANGED18218200%$5.8K$5.9K+$402026-10-23
American National Bank & Trust
UNCHANGED13613600%$4.4K$4.4K+$302026-10-07
Larson Financial Group LLC
UNCHANGED12512500%$4.0K$4.0K+$272026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED11366+47+71%$2.1K$3.6K+$1.5K2026-11-02
Jacobi Capital Management LLC
NEW112—+112——$3.6K—2026-11-05
Key Capital Management, Inc
UNCHANGED10510500%$3.4K$3.4K+$232026-11-03
Archer Investment Corp
INCREASED9796+1+1%$3.1K$3.1K+$402026-11-05
CX Institutional
NEW54—+54——$2—2026-10-02
Greenup Street Wealth Management LLC
CLOSED0137,010-137,010-100%$4.4M$0-$4.4M2026-10-28
VestGen Advisors, LLC
CLOSED045,545-45,545-100%$1.5M$0-$1.5M2026-10-27
RMG Wealth Management LLC
CLOSED0600-600-100%$132.6K$0-$132.6K2026-10-26
Blue Trust, Inc.
CLOSED060-60-100%$1.9K$0-$1.9K2026-10-15
Morgan Stanley
N/A—3,004,146-3,004,146-100%$96.1M———
LPL Financial LLC
N/A—2,261,075-2,261,075-100%$72.3M———
Wells Fargo & Company
N/A—1,471,272-1,471,272-100%$47.1M———
Bank of America Corp
N/A—1,321,485-1,321,485-100%$42.3M———
Envestnet Asset Management Inc
N/A—875,590-875,590-100%$28.0M———
Royal Bank of Canada
N/A—805,899-805,899-100%$25.8M———
First Trust Advisors LP
N/A—671,879-671,879-100%$21.5M———
UBS Group AG
N/A—647,068-647,068-100%$20.7M———
Raymond James Financial Inc
N/A—582,966-582,966-100%$18.6M———
Sanctuary Advisors, LLC
N/A—369,789-369,789-100%$11.8M———
Cetera Investment Advisers
N/A—360,031-360,031-100%$11.5M———
State of Wisconsin Investment Board
N/A—313,808-313,808-100%$10.0M———
Benjamin Edwards Inc
N/A—148,318-148,318-100%$4.7M———
HighTower Advisors, LLC
N/A—134,457-134,457-100%$4.3M———
Harbour Investments, Inc.
N/A—134,363-134,363-100%$4.3M———
Kingsview Wealth Management, LLC
N/A—110,800-110,800-100%$3.5M———
Private Advisor Group, LLC
N/A—108,279-108,279-100%$3.5M———
Janney Montgomery Scott LLC
N/A—98,203-98,203-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—94,697-94,697-100%$3.0M———
Old Mission Capital LLC
N/A—89,046-89,046-100%$2.8M———
Osaic Holdings, Inc.
N/A—79,714-79,714-100%$2.6M———
Rathbones Group PLC
N/A—74,500-74,500-100%$2.4M———
AE Wealth Management LLC
N/A—62,816-62,816-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—58,953-58,953-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—58,848-58,848-100%$1.9M———
Snowden Capital Advisors LLC
N/A—58,319-58,319-100%$1.9M———
Citadel Advisors LLC
N/A—53,756-53,756-100%$1.7M———
OneAscent Financial Services LLC
N/A—49,437-49,437-100%$1.6M———
Stifel Financial Corp
N/A—49,312-49,312-100%$1.6M———
Principal Securities, Inc.
N/A—48,483-48,483-100%$1.6M———
Greenwich Wealth Management LLC
N/A—47,620-47,620-100%$1.5M———
Jones Financial Companies Lllp
N/A—46,635-46,635-100%$1.5M———
Quantinno Capital Management LP
N/A—43,666-43,666-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—41,858-41,858-100%$1.3M———
Jane Street Group, LLC
N/A—41,772-41,772-100%$1.3M———
NewEdge Wealth, LLC
N/A—35,045-35,045-100%$1.1M———
MML Investors Services, LLC
N/A—32,843-32,843-100%$1.1M———
Equitable Holdings, Inc.
N/A—28,850-28,850-100%$922.9K———
Coppell Advisory Solutions LLC
N/A—27,311-27,311-100%$12.8K———
Centaurus Financial, Inc.
N/A—22,010-22,010-100%$704.0K———
NewEdge Advisors, LLC
N/A—18,731-18,731-100%$599.2K———
Envestnet Portfolio Solutions, Inc.
N/A—17,854-17,854-100%$571.1K———
Mercer Global Advisors Inc
N/A—15,815-15,815-100%$505.9K———
Van Diest Capital, LLC
N/A—14,782-14,782-100%$472.9K———
Pine Valley Investments Ltd Liability Co
N/A—14,692-14,692-100%$470.0K———
LaSalle St. Investment Advisors, LLC
N/A—14,308-14,308-100%$457.7K———
JPMorgan Chase & Co
N/A—13,991-13,991-100%$442.7K———
Susquehanna International Group, LLP
N/A—13,917-13,917-100%$445.2K———
Arkadios Wealth Advisors
N/A—13,547-13,547-100%$433.4K———
Pinnacle Family Advisors, LLC
N/A—13,532-13,532-100%$432.9K———
Rockefeller Capital Management L.P.
N/A—10,382-10,382-100%$332.1K———
Mariner, LLC
N/A—9,695-9,695-100%$310.1K———
Northwestern Mutual Wealth Management Co
N/A—9,482-9,482-100%$303.3K———
FSB Premier Wealth Management, Inc.
N/A—9,218-9,218-100%$294.9K———
Fortis Capital Advisors, LLC
N/A—8,785-8,785-100%$281.0K———
Belpointe Asset Management LLC
N/A—8,785-8,785-100%$281.0K———
Element Wealth, LLC
N/A—8,758-8,758-100%$280.2K———
Western Wealth Management, LLC
N/A—7,535-7,535-100%$241.0K———
&partners
N/A—7,323-7,323-100%$234.2K———
Mutual Advisors, LLC
N/A—7,122-7,122-100%$227.8K———
Captrust Financial Advisors
N/A—6,963-6,963-100%$222.7K———
GeoWealth Management, LLC
N/A—6,754-6,754-100%$216.0K———
Savvy Advisors, Inc.
N/A—6,717-6,717-100%$214.9K———
Beacon Pointe Advisors, LLC
N/A—6,305-6,305-100%$201.7K———
IFG Advisory, LLC
N/A—5,699-5,699-100%$182.3K———
Ameriflex Group, Inc.
N/A—3,828-3,828-100%$122.5K———
MidFirst Bank
N/A—2,510-2,510-100%$80.3K———
FMR LLC
N/A—2,209-2,209-100%$70.7K———
Mpwm Advisory Solutions, LLC
N/A—1,978-1,978-100%$63.3K———
Geneos Wealth Management Inc.
N/A—1,930-1,930-100%$61.7K———
Synergy Investment Management, LLC
N/A—1,812-1,812-100%$57.9K———
Evelyn Partners Group Ltd
N/A—1,800-1,800-100%$57.6K———
Fiduciary Financial Advisors
N/A—1,534-1,534-100%$49.0K———
BlackRock, Inc.
N/A—1,470-1,470-100%$47.0K———
Global Retirement Partners, LLC
N/A—1,149-1,149-100%$36.7K———
Smartleaf Asset Management LLC
N/A—903-903-100%$28.6K———
Tidemark, LLC
N/A—694-694-100%$22.2K———
Hantz Financial Services, Inc.
N/A—593-593-100%$19.0K———
Huntington National Bank
N/A—184-184-100%$5.9K———
BFC Planning, Inc.
N/A—109-109-100%$3.5K———
Continuum Advisory, LLC
N/A—102-102-100%$3.3K———
Strive Financial Group,LLC
N/A—18-18-100%$576———
HHM Wealth Advisors, LLC
N/A—12-12-100%$384———
Showing 164 of 164 institutions