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First Trust Small Cap Growth (FYC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elevation Point Wealth Partners, LLC
INCREASED
Shares321,223 from 75,497
Change+245,726 (+325%)
Value$37.0M (+$27.4M)
Filed 2026-11-05
Eclectic Associates Inc
DECREASED
Shares154,920 from 158,288
Change-3,368 (-2%)
Value$17.9M (-$2.3M)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares116,887 from 4,755
Change+112,132 (+2358%)
Value$13.3M (+$12.7M)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares105,242 from 99,486
Change+5,756 (+6%)
Value$12.1M (-$532.0K)
Filed 2026-10-29
New Wave Wealth Advisors LLC
INCREASED
Shares102,527 from 102,390
Change+137 (+0%)
Value$11.7M (-$1.3M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares99,129 from 21,469
Change+77,660 (+362%)
Value$11.4M (+$8.7M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares98,518 from 99,023
Change-505 (-1%)
Value$11.4M (-$1.2M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares96,052 from 90,820
Change+5,232 (+6%)
Value$11.1M (-$488.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,636 from 95,479
Change-8,843 (-9%)
Value$10.0M (-$2.2M)
Filed 2026-11-02
Richmond Investment Services, LLC
INCREASED
Shares77,615 from 77,150
Change+465 (+1%)
Value$9.0M (-$873.7K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares62,345 from 53,629
Change+8,716 (+16%)
Value$7.2M (+$360.5K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares39,136 from 39,716
Change-580 (-1%)
Value$4.5M (-$544.2K)
Filed 2026-10-14
Fiduciary Alliance LLC
NEW
Shares38,856
Change+38,856
Value$4.5M
Filed 2026-10-13
Paller Financial Services Inc
INCREASED
Shares32,571 from 30,264
Change+2,307 (+8%)
Value$3.8M (-$97.7K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares27,908 from 19,329
Change+8,579 (+44%)
Value$3.2M (+$757.0K)
Filed 2026-10-30
First Security Investment Management, Inc.
DECREASED
Shares23,267 from 48,568
Change-25,301 (-52%)
Value$2.7M (-$3.5M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares19,581 from 22,007
Change-2,426 (-11%)
Value$2.3M (-$551.4K)
Filed 2026-11-05
Certified Advisory Corp
UNCHANGED
Shares19,569 from 19,569
Change0 (0%)
Value$2.3M (-$235.2K)
Filed 2026-10-29
Vista Investment Partners II, LLC
INCREASED
Shares17,845 from 15,375
Change+2,470 (+16%)
Value$2.1M (+$100.0K)
Filed 2026-10-15
Summit Financial Consulting LLC
NEW
Shares16,170
Change+16,170
Value$1.9M
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,917 from 12,441
Change+3,476 (+28%)
Value$1.8M (+$251.3K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares14,782 from 15,403
Change-621 (-4%)
Value$1.7M (-$256.8K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares13,139 from 3,126
Change+10,013 (+320%)
Value$1.5M (+$1.1M)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares13,007 from 13,382
Change-375 (-3%)
Value$1.5M (-$204.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,992 from 9,934
Change+3,058 (+31%)
Value$1.5M (+$268.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares10,433 from 10,193
Change+240 (+2%)
Value$1.2M (-$94.8K)
Filed 2026-10-26
Rhodes Investment Advisors Inc
INCREASED
Shares10,197 from 9,000
Change+1,197 (+13%)
Value$1.2M (+$29.9K)
Filed 2026-10-07
Founders Financial Securities LLC
DECREASED
Shares8,857 from 9,641
Change-784 (-8%)
Value$1.0M (-$206.3K)
Filed 2026-10-28
Willner & Heller, LLC
DECREASED
Shares8,841 from 9,093
Change-252 (-3%)
Value$1.0M (-$138.4K)
Filed 2026-10-28
Sylvest Advisors, LLC
DECREASED
Shares8,044 from 8,260
Change-216 (-3%)
Value$927.6K (-$124.2K)
Filed 2026-10-26
Clear Point Advisors Inc.
NEW
Shares7,844
Change+7,844
Value$904.6K
Filed 2026-10-30
Wedmont Private Capital
UNCHANGED
Shares7,624 from 7,624
Change0 (0%)
Value$867.8K (-$60.8K)
Filed 2026-10-09
TruNorth Capital Management, LLC
UNCHANGED
Shares6,720 from 6,720
Change0 (0%)
Value$775.0K (-$80.8K)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares6,102
Change+6,102
Value$703.6K
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares5,629 from 5,796
Change-167 (-3%)
Value$649.2K (-$88.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
NEW
Shares5,509
Change+5,509
Value$635.2K
Filed 2026-10-14
LexAurum Advisors, LLC
INCREASED
Shares4,223 from 4,102
Change+121 (+3%)
Value$487.0K (-$35.4K)
Filed 2026-10-19
TBH Global Asset Management, LLC
INCREASED
Shares3,805 from 2,320
Change+1,485 (+64%)
Value$438.8K (+$143.5K)
Filed 2026-11-03
BAM Wealth Management, LLC
INCREASED
Shares3,659 from 2,960
Change+699 (+24%)
Value$422.0K (+$45.0K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$412.2K (-$43.0K)
Filed 2026-10-30
Lyell Wealth Management, LP
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$403.2K (-$42.0K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares3,465 from 7,673
Change-4,208 (-55%)
Value$399.6K (-$577.5K)
Filed 2026-10-16
Echo Wealth Management, LLC
DECREASED
Shares3,344 from 3,467
Change-123 (-4%)
Value$385.6K (-$55.9K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares3,293 from 2,252
Change+1,041 (+46%)
Value$379.8K (+$93.0K)
Filed 2026-10-22
Wealth Effects LLC
DECREASED
Shares3,135 from 3,275
Change-140 (-4%)
Value$361.6K (-$55.5K)
Filed 2026-10-23
Wagner Wealth Management, LLC
INCREASED
Shares3,092 from 2,629
Change+463 (+18%)
Value$356.6K (+$21.8K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares3,091 from 3,044
Change+47 (+2%)
Value$356.5K (-$31.2K)
Filed 2026-10-20
Waterfront Wealth Inc.
DECREASED
Shares2,977 from 3,532
Change-555 (-16%)
Value$338.5K (-$91.7K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares2,827 from 2,865
Change-38 (-1%)
Value$326.0K (-$38.8K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$325.9K (-$34.0K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares2,713 from 10,735
Change-8,022 (-75%)
Value$312.9K (-$1.1M)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$289.7K (-$30.2K)
Filed 2026-11-04
Keybank National Association
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$288.0K (-$30.0K)
Filed 2026-11-04
Carlson Financial, Inc.
DECREASED
Shares2,496 from 2,737
Change-241 (-9%)
Value$287.9K (-$61.1K)
Filed 2026-11-05
Creative Planning
NEW
Shares2,273
Change+2,273
Value$262.1K
Filed 2026-11-02
First Heartland Consultants, Inc.
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$252.4K (-$26.3K)
Filed 2026-10-08
Moneywise, Inc.
DECREASED
Shares2,147 from 11,484
Change-9,337 (-81%)
Value$247.6K (-$1.2M)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares2,118 from 6,368
Change-4,250 (-67%)
Value$244.2K (-$566.7K)
Filed 2026-10-14
Independent Wealth Network Inc.
DECREASED
Shares1,871 from 4,735
Change-2,864 (-60%)
Value$215.7K (-$387.2K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
INCREASED
Shares1,807 from 1,745
Change+62 (+4%)
Value$208.4K (-$13.8K)
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$104.1K (-$55.0K)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares887 from 724
Change+163 (+23%)
Value$102.3K (+$10.1K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$90.5K (-$9.4K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$29.8K (-$3.1K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares232 from 323
Change-91 (-28%)
Value$26.8K (-$14.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$24.9K (-$2.6K)
Filed 2026-10-08
City Holding Co
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$24.3K (-$2.5K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares208 from 372
Change-164 (-44%)
Value$24.0K (-$23.4K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$22.1K (-$2.3K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$18.6K (-$1.9K)
Filed 2026-10-30
Catherine Avery Investment Management LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$17.1K (-$1.8K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
NEW
Shares50
Change+50
Value$5.8K
Filed 2026-10-05
Nfsg Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.3K (-$241)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$144)
Filed 2026-10-23
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 41,634
Change-41,634 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-28
Roman Butler Fullerton & Co
CLOSED
Shares0 from 25,428
Change-25,428 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-27
StoryOne LLC
CLOSED
Shares0 from 22,632
Change-22,632 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Strategic Equity Management
CLOSED
Shares0 from 8,939
Change-8,939 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 5,720
Change-5,720 (-100%)
Value$0 (-$728.4K)
Filed 2026-10-21
XML Financial, LLC
CLOSED
Shares0 from 2,950
Change-2,950 (-100%)
Value$0 (-$375.7K)
Filed 2026-10-29
Worth Asset Management, LLC
CLOSED
Shares0 from 2,484
Change-2,484 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-07
Advisor Resource Council
CLOSED
Shares0 from 2,153
Change-2,153 (-100%)
Value$0 (-$267.0K)
Filed 2026-11-05
Csenge Advisory Group
CLOSED
Shares0 from 2,110
Change-2,110 (-100%)
Value$0 (-$268.6K)
Filed 2026-11-04
Fulcrum Equity Management
CLOSED
Shares0 from 1,959
Change-1,959 (-100%)
Value$0 (-$249.5K)
Filed 2026-10-21
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$246.0K)
Filed 2026-10-09
Nottingham Advisors, Inc.
CLOSED
Shares0 from 1,729
Change-1,729 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-29
Intrua Financial, LLC
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-28
Bullseye Investment Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$50.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 1,503,733
Change-1,503,733 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 649,982
Change-649,982 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 606,270
Change-606,270 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 472,349
Change-472,349 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 313,216
Change-313,216 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 248,567
Change-248,567 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 196,711
Change-196,711 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 193,051
Change-193,051 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 175,628
Change-175,628 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 156,279
Change-156,279 (-100%)
Value—
UBS Group AG
N/A
Shares— from 154,862
Change-154,862 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 124,071
Change-124,071 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 112,865
Change-112,865 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 100,218
Change-100,218 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 99,874
Change-99,874 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 78,032
Change-78,032 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 75,240
Change-75,240 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 64,324
Change-64,324 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 63,773
Change-63,773 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 59,018
Change-59,018 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 54,971
Change-54,971 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,899
Change-48,899 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 46,302
Change-46,302 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,364
Change-45,364 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 45,218
Change-45,218 (-100%)
Value—
&partners
N/A
Shares— from 37,935
Change-37,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 27,275
Change-27,275 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,063
Change-26,063 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 23,784
Change-23,784 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 23,024
Change-23,024 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20,033
Change-20,033 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 18,216
Change-18,216 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 16,142
Change-16,142 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,714
Change-15,714 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,109
Change-14,109 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,021
Change-12,021 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,617
Change-11,617 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,513
Change-10,513 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,864
Change-9,864 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 790
Change-790 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
FMR LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 595
Change-595 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 190
Change-190 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 87
Change-87 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Elevation Point Wealth Partners, LLC
INCREASED321,22375,497+245,726+325%$9.6M$37.0M+$27.4M2026-11-05
Eclectic Associates Inc
DECREASED154,920158,288-3,368-2%$20.2M$17.9M-$2.3M2026-10-09
Prospera Financial Services Inc
INCREASED116,8874,755+112,132+2358%$605.5K$13.3M+$12.7M2026-11-04
Integrity Advisory Solutions, LLC
INCREASED105,24299,486+5,756+6%$12.7M$12.1M-$532.0K2026-10-29
New Wave Wealth Advisors LLC
INCREASED102,527102,390+137+0%$13.0M$11.7M-$1.3M2026-10-19
Kestra Advisory Services, LLC
INCREASED99,12921,469+77,660+362%$2.7M$11.4M+$8.7M2026-11-02
Concurrent Investment Advisors, LLC
DECREASED98,51899,023-505-1%$12.6M$11.4M-$1.2M2026-10-16
IFP Advisors, Inc
INCREASED96,05290,820+5,232+6%$11.6M$11.1M-$488.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED86,63695,479-8,843-9%$12.2M$10.0M-$2.2M2026-11-02
Richmond Investment Services, LLC
INCREASED77,61577,150+465+1%$9.8M$9.0M-$873.7K2026-10-29
Commonwealth Equity Services, LLC
INCREASED62,34553,629+8,716+16%$6.8M$7.2M+$360.5K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED39,13639,716-580-1%$5.1M$4.5M-$544.2K2026-10-14
Fiduciary Alliance LLC
NEW38,856—+38,856——$4.5M—2026-10-13
Paller Financial Services Inc
INCREASED32,57130,264+2,307+8%$3.9M$3.8M-$97.7K2026-10-13
Truist Financial Corp
INCREASED27,90819,329+8,579+44%$2.5M$3.2M+$757.0K2026-10-30
First Security Investment Management, Inc.
DECREASED23,26748,568-25,301-52%$6.2M$2.7M-$3.5M2026-11-05
US Bancorp \de\
DECREASED19,58122,007-2,426-11%$2.8M$2.3M-$551.4K2026-11-05
Certified Advisory Corp
UNCHANGED19,56919,56900%$2.5M$2.3M-$235.2K2026-10-29
Vista Investment Partners II, LLC
INCREASED17,84515,375+2,470+16%$2.0M$2.1M+$100.0K2026-10-15
Summit Financial Consulting LLC
NEW16,170—+16,170——$1.9M—2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED15,91712,441+3,476+28%$1.6M$1.8M+$251.3K2026-11-03
MTM Investment Management, LLC
DECREASED14,78215,403-621-4%$2.0M$1.7M-$256.8K2026-10-30
Thrivent Financial for Lutherans
INCREASED13,1393,126+10,013+320%$398.0K$1.5M+$1.1M2026-11-05
Moneco Advisors, LLC
DECREASED13,00713,382-375-3%$1.7M$1.5M-$204.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED12,9929,934+3,058+31%$1.2M$1.5M+$268.8K2026-10-13
Oppenheimer & Co Inc
INCREASED10,43310,193+240+2%$1.3M$1.2M-$94.8K2026-10-26
Rhodes Investment Advisors Inc
INCREASED10,1979,000+1,197+13%$1.1M$1.2M+$29.9K2026-10-07
Founders Financial Securities LLC
DECREASED8,8579,641-784-8%$1.2M$1.0M-$206.3K2026-10-28
Willner & Heller, LLC
DECREASED8,8419,093-252-3%$1.2M$1.0M-$138.4K2026-10-28
Sylvest Advisors, LLC
DECREASED8,0448,260-216-3%$1.1M$927.6K-$124.2K2026-10-26
Clear Point Advisors Inc.
NEW7,844—+7,844——$904.6K—2026-10-30
Wedmont Private Capital
UNCHANGED7,6247,62400%$928.6K$867.8K-$60.8K2026-10-09
TruNorth Capital Management, LLC
UNCHANGED6,7206,72000%$855.7K$775.0K-$80.8K2026-10-14
Blue Trust, Inc.
NEW6,102—+6,102——$703.6K—2026-10-15
Fifth Third Bancorp
DECREASED5,6295,796-167-3%$738.1K$649.2K-$88.9K2026-11-05
Focus Financial Network, Inc.
NEW5,509—+5,509——$635.2K—2026-10-14
LexAurum Advisors, LLC
INCREASED4,2234,102+121+3%$522.3K$487.0K-$35.4K2026-10-19
TBH Global Asset Management, LLC
INCREASED3,8052,320+1,485+64%$295.4K$438.8K+$143.5K2026-11-03
BAM Wealth Management, LLC
INCREASED3,6592,960+699+24%$376.9K$422.0K+$45.0K2026-10-15
Kestra Private Wealth Services, LLC
UNCHANGED3,5753,57500%$455.2K$412.2K-$43.0K2026-10-30
Lyell Wealth Management, LP
UNCHANGED3,4963,49600%$445.2K$403.2K-$42.0K2026-10-30
PFG Advisors
DECREASED3,4657,673-4,208-55%$977.1K$399.6K-$577.5K2026-10-16
Echo Wealth Management, LLC
DECREASED3,3443,467-123-4%$441.5K$385.6K-$55.9K2026-10-15
Strategic Blueprint, LLC
INCREASED3,2932,252+1,041+46%$286.8K$379.8K+$93.0K2026-10-22
Wealth Effects LLC
DECREASED3,1353,275-140-4%$417.1K$361.6K-$55.5K2026-10-23
Wagner Wealth Management, LLC
INCREASED3,0922,629+463+18%$334.8K$356.6K+$21.8K2026-10-21
Private Trust Co NA
INCREASED3,0913,044+47+2%$387.6K$356.5K-$31.2K2026-10-20
Waterfront Wealth Inc.
DECREASED2,9773,532-555-16%$430.2K$338.5K-$91.7K2026-11-03
Financial Partners Group, Inc
DECREASED2,8272,865-38-1%$364.8K$326.0K-$38.8K2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED2,8262,82600%$359.9K$325.9K-$34.0K2026-10-21
D.A. Davidson & Co.
DECREASED2,71310,735-8,022-75%$1.4M$312.9K-$1.1M2026-10-28
Cornerstone Wealth Management, LLC
UNCHANGED2,5122,51200%$319.9K$289.7K-$30.2K2026-11-04
Keybank National Association
UNCHANGED2,4972,49700%$318.0K$288.0K-$30.0K2026-11-04
Carlson Financial, Inc.
DECREASED2,4962,737-241-9%$349.0K$287.9K-$61.1K2026-11-05
Creative Planning
NEW2,273—+2,273——$262.1K—2026-11-02
First Heartland Consultants, Inc.
UNCHANGED2,1882,18800%$278.7K$252.4K-$26.3K2026-10-08
Moneywise, Inc.
DECREASED2,14711,484-9,337-81%$1.5M$247.6K-$1.2M2026-10-30
World Equity Group, Inc.
DECREASED2,1186,368-4,250-67%$810.9K$244.2K-$566.7K2026-10-14
Independent Wealth Network Inc.
DECREASED1,8714,735-2,864-60%$603.0K$215.7K-$387.2K2026-10-19
M.E. Allison & Co., Inc.
INCREASED1,8071,745+62+4%$222.3K$208.4K-$13.8K2026-10-09
Hazlett, Burt & Watson, Inc.
UNCHANGED1,6501,65000%$159.1K$104.1K-$55.0K2026-11-04
Archer Investment Corp
INCREASED887724+163+23%$92.2K$102.3K+$10.1K2026-11-05
Key FInancial Inc
UNCHANGED78578500%$100.0K$90.5K-$9.4K2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED25825800%$32.9K$29.8K-$3.1K2026-10-26
Golden State Wealth Management, LLC
DECREASED232323-91-28%$41.1K$26.8K-$14.4K2026-11-02
Farther Finance Advisors, LLC
UNCHANGED21621600%$27.5K$24.9K-$2.6K2026-10-08
City Holding Co
UNCHANGED21121100%$26.9K$24.3K-$2.5K2026-10-19
CoreCap Advisors, LLC
DECREASED208372-164-44%$47.4K$24.0K-$23.4K2026-10-08
Creative Financial Designs Inc
UNCHANGED19219200%$24.4K$22.1K-$2.3K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED16116100%$20.5K$18.6K-$1.9K2026-10-30
Catherine Avery Investment Management LLC
UNCHANGED14814800%$18.8K$17.1K-$1.8K2026-10-14
Rosenberg Matthew Hamilton
NEW50—+50——$5.8K—2026-10-05
Nfsg Corp
UNCHANGED202000%$2.5K$2.3K-$2412026-10-15
Signaturefd, LLC
UNCHANGED121200%$1.5K$1.4K-$1442026-10-23
Greenup Street Wealth Management LLC
CLOSED041,634-41,634-100%$5.3M$0-$5.3M2026-10-28
Roman Butler Fullerton & Co
CLOSED025,428-25,428-100%$3.1M$0-$3.1M2026-10-27
StoryOne LLC
CLOSED022,632-22,632-100%$2.9M$0-$2.9M2026-10-13
Strategic Equity Management
CLOSED08,939-8,939-100%$1.1M$0-$1.1M2026-11-04
Wealthcare Advisory Partners LLC
CLOSED05,720-5,720-100%$728.4K$0-$728.4K2026-10-21
XML Financial, LLC
CLOSED02,950-2,950-100%$375.7K$0-$375.7K2026-10-29
Worth Asset Management, LLC
CLOSED02,484-2,484-100%$316.3K$0-$316.3K2026-10-07
Advisor Resource Council
CLOSED02,153-2,153-100%$267.0K$0-$267.0K2026-11-05
Csenge Advisory Group
CLOSED02,110-2,110-100%$268.6K$0-$268.6K2026-11-04
Fulcrum Equity Management
CLOSED01,959-1,959-100%$249.5K$0-$249.5K2026-10-21
Sound Income Strategies, LLC
CLOSED01,932-1,932-100%$246.0K$0-$246.0K2026-10-09
Nottingham Advisors, Inc.
CLOSED01,729-1,729-100%$207.2K$0-$207.2K2026-10-29
Intrua Financial, LLC
CLOSED01,710-1,710-100%$217.8K$0-$217.8K2026-10-28
Bullseye Investment Management, LLC
CLOSED0400-400-100%$50.9K$0-$50.9K2026-10-29
AdvisorNet Financial, Inc
CLOSED0271-271-100%$34.5K$0-$34.5K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0239-239-100%$30.4K$0-$30.4K2026-10-14
Citigroup Inc
CLOSED065-65-100%$8.3K$0-$8.3K2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED047-47-100%$6.0K$0-$6.0K2026-10-29
LPL Financial LLC
N/A—1,503,733-1,503,733-100%$191.5M———
Raymond James Financial Inc
N/A—649,982-649,982-100%$82.8M———
Morgan Stanley
N/A—606,270-606,270-100%$77.2M———
Wells Fargo & Company
N/A—472,349-472,349-100%$60.1M———
Cetera Investment Advisers
N/A—313,216-313,216-100%$39.9M———
Bank of America Corp
N/A—248,567-248,567-100%$31.7M———
Stifel Financial Corp
N/A—196,711-196,711-100%$25.0M———
Envestnet Asset Management Inc
N/A—193,051-193,051-100%$24.6M———
Royal Bank of Canada
N/A—175,628-175,628-100%$22.4M———
Osaic Holdings, Inc.
N/A—156,279-156,279-100%$19.9M———
UBS Group AG
N/A—154,862-154,862-100%$19.7M———
Baird Financial Group, Inc.
N/A—124,071-124,071-100%$15.8M———
Northwestern Mutual Wealth Management Co
N/A—112,865-112,865-100%$14.4M———
MML Investors Services, LLC
N/A—100,218-100,218-100%$12.8M———
PNC Financial Services Group, Inc.
N/A—99,874-99,874-100%$12.7M———
Bedel Financial Consulting, Inc.
N/A—78,032-78,032-100%$9.9M———
Vestmark Advisory Solutions, Inc.
N/A—75,240-75,240-100%$9.6M———
Jones Financial Companies Lllp
N/A—64,324-64,324-100%$8.0M———
Warner Group LLC
N/A—63,773-63,773-100%$8.1M———
Janney Montgomery Scott LLC
N/A—59,018-59,018-100%$7.5M———
Equitable Holdings, Inc.
N/A—54,971-54,971-100%$7.0M———
Steward Partners Investment Advisory, LLC
N/A—48,899-48,899-100%$6.2M———
Kingsview Wealth Management, LLC
N/A—46,302-46,302-100%$5.9M———
Susquehanna International Group, LLP
N/A—45,364-45,364-100%$5.8M———
Integrated Wealth Concepts LLC
N/A—45,218-45,218-100%$5.8M———
&partners
N/A—37,935-37,935-100%$4.8M———
Citadel Advisors LLC
N/A—27,644-27,644-100%$3.5M———
Cary Street Partners Financial LLC
N/A—27,275-27,275-100%$3.5M———
Harbour Investments, Inc.
N/A—26,063-26,063-100%$3.3M———
HFG Advisors, Inc.
N/A—23,784-23,784-100%$3.0M———
Proactive Wealth Strategies LLC
N/A—23,024-23,024-100%$2.9M———
Geneos Wealth Management Inc.
N/A—20,033-20,033-100%$2.6M———
OneAscent Financial Services LLC
N/A—18,932-18,932-100%$2.4M———
Ameritas Investment Partners, Inc.
N/A—18,216-18,216-100%$2.3M———
Quantum Portfolio Management LLC
N/A—16,142-16,142-100%$2.1M———
Empirical Asset Management, LLC
N/A—15,714-15,714-100%$2.0M———
Summit Financial, LLC
N/A—14,892-14,892-100%$1.9M———
Betterment LLC
N/A—14,109-14,109-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—12,021-12,021-100%$1.5M———
Brookwood Investment Group LLC
N/A—11,617-11,617-100%$1.5M———
Nicolet Bankshares Inc
N/A—11,335-11,335-100%$1.4M———
Nova Wealth Management, Inc.
N/A—10,513-10,513-100%$1.3M———
Barnes Pettey Financial Advisors, LLC
N/A—10,356-10,356-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—9,918-9,918-100%$1.3M———
Western Wealth Management, LLC
N/A—9,864-9,864-100%$1.3M———
Private Advisory Group LLC
N/A—9,846-9,846-100%$1.3M———
Index Technologies Group LLC
N/A—9,791-9,791-100%$1.2M———
Private Advisor Group, LLC
N/A—9,103-9,103-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—7,243-7,243-100%$922.4K———
Dunhill Financial, LLC
N/A—7,056-7,056-100%$898.5K———
Stratos Wealth Advisors, LLC
N/A—6,980-6,980-100%$888.9K———
Stonebridge Financial Group, LLC / MO
N/A—6,012-6,012-100%$765.6K———
Benjamin Edwards Inc
N/A—5,063-5,063-100%$649.4K———
Belpointe Asset Management LLC
N/A—4,774-4,774-100%$607.9K———
Stephens Inc
N/A—4,497-4,497-100%$572.6K———
OneDigital Investment Advisors LLC
N/A—3,720-3,720-100%$473.6K———
Jane Street Group, LLC
N/A—3,660-3,660-100%$466.1K———
Thoroughbred Financial Services, LLC
N/A—2,963-2,963-100%$377.0K———
Great Valley Advisor Group, Inc.
N/A—2,593-2,593-100%$330.3K———
CreativeOne Wealth, LLC
N/A—2,554-2,554-100%$325.2K———
Plotkin Financial Advisors, LLC
N/A—2,551-2,551-100%$324.8K———
Capital Analysts, LLC
N/A—2,425-2,425-100%$275.0K———
O'shaughnessy Asset Management, LLC
N/A—2,302-2,302-100%$293.1K———
Compass Capital Corp
N/A—2,235-2,235-100%$274.1K———
Pacific SUN Financial Corp
N/A—2,220-2,220-100%$282.7K———
IHT Wealth Management, LLC
N/A—2,200-2,200-100%$280.1K———
Founders Financial Alliance, LLC
N/A—2,112-2,112-100%$269.0K———
Aptus Capital Advisors, LLC
N/A—2,020-2,020-100%$257.2K———
LaSalle St. Investment Advisors, LLC
N/A—2,000-2,000-100%$254.7K———
Blair William & Co
N/A—1,861-1,861-100%$237.0K———
Symphony Financial Services, Inc.
N/A—1,819-1,819-100%$231.6K———
Ameritas Advisory Services, LLC
N/A—1,783-1,783-100%$227.1K———
HighTower Advisors, LLC
N/A—1,595-1,595-100%$203.1K———
Keating Financial Advisory Services, Inc.
N/A—1,538-1,538-100%$195.8K———
Global Retirement Partners, LLC
N/A—1,188-1,188-100%$151.3K———
Rockefeller Capital Management L.P.
N/A—1,088-1,088-100%$138.6K———
Private Wealth Asset Management, LLC
N/A—1,084-1,084-100%$138.0K———
Tower Research Capital LLC (TRC)
N/A—790-790-100%$100.6K———
Regatta Research & Money Management
N/A—700-700-100%$89.1K———
FMR LLC
N/A—671-671-100%$85.4K———
NewEdge Advisors, LLC
N/A—635-635-100%$80.9K———
JPMorgan Chase & Co
N/A—595-595-100%$74.8K———
Tidemark, LLC
N/A—538-538-100%$68.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—420-420-100%$53.5K———
Colonial Trust Co / SC
N/A—196-196-100%$24.3K———
Fiduciary Financial Advisors
N/A—190-190-100%$24.2K———
Bogart Wealth, LLC
N/A—137-137-100%$17.5K———
BFC Planning, Inc.
N/A—131-131-100%$16.7K———
Continuum Advisory, LLC
N/A—129-129-100%$16.4K———
Arax Advisory Partners
N/A—87-87-100%$11.0K———
1015 Capital Partners, LLC
N/A—69-69-100%$8.8K———
Transamerica Financial Advisors, LLC
N/A—68-68-100%$8.7K———
Marshall Investment Management, LLC
N/A—25-25-100%$3.1K———
IAG Wealth Partners, LLC
N/A—15-15-100%$1.9K———
Showing 186 of 186 institutions