IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First TR Long Duration O-ETF (LGOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Enhancement Group LLC
INCREASED
Shares1,290,981 from 494,720
Change+796,261 (+161%)
Value$25.2M (+$14.6M)
Filed 2026-10-08
One Way Holdings LLC
INCREASED
Shares1,203,796 from 1,136,196
Change+67,600 (+6%)
Value$23.6M (-$731.9K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares736,393 from 735,433
Change+960 (+0%)
Value$14.4M (-$1.3M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares555,160 from 571,686
Change-16,526 (-3%)
Value$10.9M (-$1.4M)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares492,296 from 937,471
Change-445,175 (-47%)
Value$9.6M (-$10.4M)
Filed 2026-11-02
Econ Financial Services Corp
NEW
Shares486,014
Change+486,014
Value$9.5M
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares337,673 from 457,557
Change-119,884 (-26%)
Value$6.6M (-$3.2M)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares265,598 from 255,230
Change+10,368 (+4%)
Value$5.2M (-$258.8K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares259,261
Change+259,261
Value$5.1M
Filed 2026-10-14
Centennial Wealth Advisory LLC
DECREASED
Shares256,637 from 261,399
Change-4,762 (-2%)
Value$5.0M (-$565.4K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
NEW
Shares254,688
Change+254,688
Value$5.0M
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares234,298 from 236,943
Change-2,645 (-1%)
Value$4.6M (-$480.6K)
Filed 2026-10-08
Vaquero Private Wealth, LTD
DECREASED
Shares202,332 from 205,385
Change-3,053 (-1%)
Value$4.0M (-$431.5K)
Filed 2026-10-27
Tsfg, LLC
INCREASED
Shares197,732 from 195,116
Change+2,616 (+1%)
Value$3.9M (-$301.0K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares150,936 from 104,717
Change+46,219 (+44%)
Value$3.0M (+$715.9K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares150,016 from 142,186
Change+7,830 (+6%)
Value$3.1M (+$29.5K)
Filed 2026-11-04
Midwest Financial Group LLC
INCREASED
Shares136,626 from 134,827
Change+1,799 (+1%)
Value$2.7M (-$208.7K)
Filed 2026-10-15
Comprehensive Wealth Management, LLC
DECREASED
Shares133,395 from 168,729
Change-35,334 (-21%)
Value$2.6M (-$997.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares123,223 from 117,838
Change+5,385 (+5%)
Value$2.4M (-$107.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares99,920 from 98,736
Change+1,184 (+1%)
Value$2.0M (-$155.5K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares97,253 from 104,410
Change-7,157 (-7%)
Value$1.9M (-$329.2K)
Filed 2026-10-21
Midwest Financial Network, LLC
DECREASED
Shares85,344 from 183,001
Change-97,657 (-53%)
Value$1.7M (-$2.2M)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares78,524 from 78,466
Change+58 (+0%)
Value$1.5M (-$140.9K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares66,696 from 66,234
Change+462 (+1%)
Value$1.3M (-$110.8K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares65,613 from 64,260
Change+1,353 (+2%)
Value$1.3M (-$89.8K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares62,612 from 63,225
Change-613 (-1%)
Value$1.2M (-$126.4K)
Filed 2026-10-07
Truist Financial Corp
DECREASED
Shares58,338 from 58,423
Change-85 (0%)
Value$1.1M (-$107.4K)
Filed 2026-10-30
Arvest Investments, Inc.
DECREASED
Shares52,190 from 129,401
Change-77,211 (-60%)
Value$1.0M (-$1.7M)
Filed 2026-10-21
Accel Wealth Management
DECREASED
Shares48,852 from 50,342
Change-1,490 (-3%)
Value$957.0K (-$120.3K)
Filed 2026-10-13
Nearside Advisors, LLC
NEW
Shares42,992
Change+42,992
Value$842.2K
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares39,388 from 76,705
Change-37,317 (-49%)
Value$771.6K (-$869.9K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares37,636 from 39,613
Change-1,977 (-5%)
Value$737.0K (-$111.0K)
Filed 2026-10-26
BAM Wealth Management, LLC
INCREASED
Shares33,196 from 29,786
Change+3,410 (+11%)
Value$650.3K (+$12.9K)
Filed 2026-10-15
Iams Wealth Management, LLC
DECREASED
Shares30,919 from 127,861
Change-96,942 (-76%)
Value$605.7K (-$2.1M)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares30,525 from 22,819
Change+7,706 (+34%)
Value$598.0K (+$109.7K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares27,349 from 31,703
Change-4,354 (-14%)
Value$535.8K (-$142.7K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares24,831 from 23,623
Change+1,208 (+5%)
Value$486.4K (-$19.1K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares24,333 from 23,207
Change+1,126 (+5%)
Value$476.7K (-$19.9K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW
Shares23,898
Change+23,898
Value$470.8K
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares22,814 from 20,468
Change+2,346 (+11%)
Value$446.9K (+$8.9K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares22,135 from 10,257
Change+11,878 (+116%)
Value$444.7K (+$224.9K)
Filed 2026-11-03
Capital CS Group, LLC
DECREASED
Shares20,412 from 20,579
Change-167 (-1%)
Value$399.9K (-$40.5K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
DECREASED
Shares20,327 from 20,945
Change-618 (-3%)
Value$398.0K (-$50.0K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED
Shares20,121 from 20,121
Change0 (0%)
Value$394.2K (-$36.4K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares18,944 from 18,018
Change+926 (+5%)
Value$371.1K (-$14.5K)
Filed 2026-10-30
Novem Group
INCREASED
Shares18,113 from 13,959
Change+4,154 (+30%)
Value$354.8K (+$56.1K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares18,009 from 17,952
Change+57 (+0%)
Value$352.8K (-$31.4K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares13,814 from 21,980
Change-8,166 (-37%)
Value$270.6K (-$199.8K)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares12,416 from 11,274
Change+1,142 (+10%)
Value$243.2K (+$2.0K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares10,898 from 13,664
Change-2,766 (-20%)
Value$213.5K (-$78.9K)
Filed 2026-10-20
MBE Wealth Management, LLC
UNCHANGED
Shares10,149 from 10,149
Change0 (0%)
Value$198.8K (-$18.4K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares8,128 from 8,128
Change0 (0%)
Value$159.2K (-$14.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,148 from 4,148
Change0 (0%)
Value$81.3K (-$7.5K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares2,806 from 4,428
Change-1,622 (-37%)
Value$55.0K (-$39.8K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares2,638 from 99
Change+2,539 (+2565%)
Value$51.7K (+$49.6K)
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$43.1K (-$4.0K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,908 from 1,561
Change+347 (+22%)
Value$37.4K (+$4.0K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares1,657 from 2,172
Change-515 (-24%)
Value$32.5K (-$14.0K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,609 from 1,863
Change-254 (-14%)
Value$31.5K (-$8.3K)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares1,448 from 1,952
Change-504 (-26%)
Value$28.4K (-$13.4K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares743 from 738
Change+5 (+1%)
Value$14.6K (-$1.3K)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$14.2K (-$1.3K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares502 from 428
Change+74 (+17%)
Value$9.8K (+$675)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$8.5K (-$783)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares432 from 467
Change-35 (-7%)
Value$8.5K (-$1.5K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares394 from 46
Change+348 (+757%)
Value$7.7K (+$6.7K)
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$5.4K (-$496)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$5.1K (-$474)
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares244
Change+244
Value$4.8K
Filed 2026-10-09
Lloyd Advisory Services, Llc.
DECREASED
Shares85 from 232
Change-147 (-63%)
Value$1.7K (-$3.3K)
Filed 2026-11-02
CX Institutional
NEW
Shares35
Change+35
Value$1
Filed 2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$590 (-$52)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$98 (-$9)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares1 from 260
Change-259 (-100%)
Value$19 (-$5.5K)
Filed 2026-10-28
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (-$1)
Filed 2026-10-22
Providence First Trust Co
CLOSED
Shares0 from 23,641
Change-23,641 (-100%)
Value$0 (-$505.9K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 4,010
Change-4,010 (-100%)
Value$0 (-$85.8K)
Filed 2026-10-29
Nfsg Corp
CLOSED
Shares0 from 2,701
Change-2,701 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,453
Change-1,453 (-100%)
Value$0 (-$31.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$19.6K)
Filed 2026-11-02
Wagner Wealth Management, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$392)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 4,147,654
Change-4,147,654 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,114,701
Change-2,114,701 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,824,095
Change-1,824,095 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,052,410
Change-1,052,410 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,018,281
Change-1,018,281 (-100%)
Value—
Stephens Inc
N/A
Shares— from 873,428
Change-873,428 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 834,214
Change-834,214 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 827,103
Change-827,103 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 535,772
Change-535,772 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 459,940
Change-459,940 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 434,003
Change-434,003 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 368,715
Change-368,715 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 350,699
Change-350,699 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 311,802
Change-311,802 (-100%)
Value—
&partners
N/A
Shares— from 309,722
Change-309,722 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 221,507
Change-221,507 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 206,018
Change-206,018 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 198,691
Change-198,691 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 195,709
Change-195,709 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 191,848
Change-191,848 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 178,317
Change-178,317 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 157,336
Change-157,336 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 148,365
Change-148,365 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 124,590
Change-124,590 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 113,789
Change-113,789 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 113,218
Change-113,218 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 112,137
Change-112,137 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 102,955
Change-102,955 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 60,125
Change-60,125 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 57,066
Change-57,066 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 56,618
Change-56,618 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 45,841
Change-45,841 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 42,288
Change-42,288 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35,841
Change-35,841 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 34,701
Change-34,701 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33,886
Change-33,886 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 32,077
Change-32,077 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 31,758
Change-31,758 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,381
Change-31,381 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 30,926
Change-30,926 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 30,598
Change-30,598 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 30,372
Change-30,372 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,117
Change-27,117 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,359
Change-26,359 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 25,164
Change-25,164 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 25,042
Change-25,042 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 23,456
Change-23,456 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,079
Change-18,079 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,833
Change-17,833 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,668
Change-14,668 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,280
Change-13,280 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,861
Change-12,861 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,469
Change-12,469 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 955
Change-955 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 385
Change-385 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 189
Change-189 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Financial Enhancement Group LLC
INCREASED1,290,981494,720+796,261+161%$10.6M$25.2M+$14.6M2026-10-08
One Way Holdings LLC
INCREASED1,203,7961,136,196+67,600+6%$24.3M$23.6M-$731.9K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED736,393735,433+960+0%$15.7M$14.4M-$1.3M2026-11-02
Concurrent Investment Advisors, LLC
DECREASED555,160571,686-16,526-3%$12.2M$10.9M-$1.4M2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED492,296937,471-445,175-47%$20.1M$9.6M-$10.4M2026-11-02
Econ Financial Services Corp
NEW486,014—+486,014——$9.5M—2026-10-19
Csenge Advisory Group
DECREASED337,673457,557-119,884-26%$9.8M$6.6M-$3.2M2026-11-04
Heck Capital Advisors, LLC
INCREASED265,598255,230+10,368+4%$5.5M$5.2M-$258.8K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
NEW259,261—+259,261——$5.1M—2026-10-14
Centennial Wealth Advisory LLC
DECREASED256,637261,399-4,762-2%$5.6M$5.0M-$565.4K2026-10-16
Elevation Point Wealth Partners, LLC
NEW254,688—+254,688——$5.0M—2026-11-05
Farther Finance Advisors, LLC
DECREASED234,298236,943-2,645-1%$5.1M$4.6M-$480.6K2026-10-08
Vaquero Private Wealth, LTD
DECREASED202,332205,385-3,053-1%$4.4M$4.0M-$431.5K2026-10-27
Tsfg, LLC
INCREASED197,732195,116+2,616+1%$4.2M$3.9M-$301.0K2026-10-23
MGO One Seven LLC
INCREASED150,936104,717+46,219+44%$2.2M$3.0M+$715.9K2026-10-28
Prospera Financial Services Inc
INCREASED150,016142,186+7,830+6%$3.0M$3.1M+$29.5K2026-11-04
Midwest Financial Group LLC
INCREASED136,626134,827+1,799+1%$2.9M$2.7M-$208.7K2026-10-15
Comprehensive Wealth Management, LLC
DECREASED133,395168,729-35,334-21%$3.6M$2.6M-$997.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED123,223117,838+5,385+5%$2.5M$2.4M-$107.8K2026-11-02
Commonwealth Equity Services, LLC
INCREASED99,92098,736+1,184+1%$2.1M$2.0M-$155.5K2026-11-02
Assetmark, Inc
DECREASED97,253104,410-7,157-7%$2.2M$1.9M-$329.2K2026-10-21
Midwest Financial Network, LLC
DECREASED85,344183,001-97,657-53%$3.9M$1.7M-$2.2M2026-10-13
Tcfg Investment Advisors, LLC
INCREASED78,52478,466+58+0%$1.7M$1.5M-$140.9K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED66,69666,234+462+1%$1.4M$1.3M-$110.8K2026-10-30
Bank of New York Mellon Corp
INCREASED65,61364,260+1,353+2%$1.4M$1.3M-$89.8K2026-11-05
Investors Research Corp
DECREASED62,61263,225-613-1%$1.4M$1.2M-$126.4K2026-10-07
Truist Financial Corp
DECREASED58,33858,423-850%$1.3M$1.1M-$107.4K2026-10-30
Arvest Investments, Inc.
DECREASED52,190129,401-77,211-60%$2.8M$1.0M-$1.7M2026-10-21
Accel Wealth Management
DECREASED48,85250,342-1,490-3%$1.1M$957.0K-$120.3K2026-10-13
Nearside Advisors, LLC
NEW42,992—+42,992——$842.2K—2026-10-20
Independent Financial Group, LLC
DECREASED39,38876,705-37,317-49%$1.6M$771.6K-$869.9K2026-10-13
Park Avenue Securities LLC
DECREASED37,63639,613-1,977-5%$848.0K$737.0K-$111.0K2026-10-26
BAM Wealth Management, LLC
INCREASED33,19629,786+3,410+11%$637.4K$650.3K+$12.9K2026-10-15
Iams Wealth Management, LLC
DECREASED30,919127,861-96,942-76%$2.7M$605.7K-$2.1M2026-10-15
RFG Advisory, LLC
INCREASED30,52522,819+7,706+34%$488.3K$598.0K+$109.7K2026-11-03
Maia Wealth LLC
DECREASED27,34931,703-4,354-14%$678.5K$535.8K-$142.7K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED24,83123,623+1,208+5%$505.5K$486.4K-$19.1K2026-10-13
Atria Investments, Inc
INCREASED24,33323,207+1,126+5%$496.6K$476.7K-$19.9K2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW23,898—+23,898——$470.8K—2026-10-27
Perigon Wealth Management, LLC
INCREASED22,81420,468+2,346+11%$438.0K$446.9K+$8.9K2026-10-22
StoneX Group Inc.
INCREASED22,13510,257+11,878+116%$219.9K$444.7K+$224.9K2026-11-03
Capital CS Group, LLC
DECREASED20,41220,579-167-1%$440.4K$399.9K-$40.5K2026-10-29
Aurora Private Wealth, Inc.
DECREASED20,32720,945-618-3%$448.0K$398.0K-$50.0K2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED20,12120,12100%$430.6K$394.2K-$36.4K2026-11-03
Spire Wealth Management
INCREASED18,94418,018+926+5%$385.6K$371.1K-$14.5K2026-10-30
Novem Group
INCREASED18,11313,959+4,154+30%$298.7K$354.8K+$56.1K2026-10-19
Rossby Financial, LCC
INCREASED18,00917,952+57+0%$384.2K$352.8K-$31.4K2026-11-05
IFP Advisors, Inc
DECREASED13,81421,980-8,166-37%$470.4K$270.6K-$199.8K2026-10-16
Asset Allocation Strategies LLC
INCREASED12,41611,274+1,142+10%$241.3K$243.2K+$2.0K2026-10-20
Integrated Advisors Network LLC
DECREASED10,89813,664-2,766-20%$292.4K$213.5K-$78.9K2026-10-20
MBE Wealth Management, LLC
UNCHANGED10,14910,14900%$217.2K$198.8K-$18.4K2026-10-26
US Bancorp \de\
UNCHANGED8,1288,12800%$173.9K$159.2K-$14.7K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED4,1484,14800%$88.8K$81.3K-$7.5K2026-10-21
Private Trust Co NA
DECREASED2,8064,428-1,622-37%$94.8K$55.0K-$39.8K2026-10-20
Signature Equity Partners, LLC
INCREASED2,63899+2,539+2565%$2.1K$51.7K+$49.6K2026-10-29
Larson Financial Group LLC
UNCHANGED2,2002,20000%$47.1K$43.1K-$4.0K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED1,9081,561+347+22%$33.4K$37.4K+$4.0K2026-11-02
Tounjian Advisory Partners, LLC
DECREASED1,6572,172-515-24%$46.5K$32.5K-$14.0K2026-11-04
Fifth Third Bancorp
DECREASED1,6091,863-254-14%$39.9K$31.5K-$8.3K2026-11-05
Raleigh Capital Management Inc.
DECREASED1,4481,952-504-26%$41.8K$28.4K-$13.4K2026-10-28
Cullen T Bankers, Inc.
INCREASED743738+5+1%$15.8K$14.6K-$1.3K2026-10-28
Lanark Financial, Inc.
UNCHANGED72372300%$15.5K$14.2K-$1.3K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED502428+74+17%$9.2K$9.8K+$6752026-11-03
Parallel Advisors, LLC
UNCHANGED43343300%$9.3K$8.5K-$7832026-11-03
Creative Financial Designs Inc
DECREASED432467-35-7%$10.0K$8.5K-$1.5K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED39446+348+757%$984$7.7K+$6.7K2026-11-05
Key Capital Management, Inc
UNCHANGED27427400%$5.9K$5.4K-$4962026-11-03
American National Bank & Trust
UNCHANGED26226200%$5.6K$5.1K-$4742026-10-07
GK Wealth Management LLC
NEW244—+244——$4.8K—2026-10-09
Lloyd Advisory Services, Llc.
DECREASED85232-147-63%$5.0K$1.7K-$3.3K2026-11-02
CX Institutional
NEW35—+35——$1—2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED303000%$642$590-$522026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$107$98-$92026-10-23
Mowery & Schoenfeld Wealth Management, LLC
DECREASED1260-259-100%$5.6K$19-$5.5K2026-10-28
SBI Securities Co., Ltd.
UNCHANGED1100%$21$20-$12026-10-22
Providence First Trust Co
CLOSED023,641-23,641-100%$505.9K$0-$505.9K2026-11-02
Tucker Asset Management LLC
CLOSED04,010-4,010-100%$85.8K$0-$85.8K2026-10-29
Nfsg Corp
CLOSED02,701-2,701-100%$57.8K$0-$57.8K2026-10-15
AdvisorNet Financial, Inc
CLOSED01,453-1,453-100%$31.1K$0-$31.1K2026-10-15
International Assets Investment Management, LLC
CLOSED0916-916-100%$19.6K$0-$19.6K2026-11-02
Wagner Wealth Management, LLC
CLOSED082-82-100%$1.7K$0-$1.7K2026-10-21
Allspring Global Investments Holdings, LLC
CLOSED018-18-100%$392$0-$3922026-11-04
LPL Financial LLC
N/A—4,147,654-4,147,654-100%$88.8M———
Royal Bank of Canada
N/A—2,114,701-2,114,701-100%$45.3M———
Morgan Stanley
N/A—1,824,095-1,824,095-100%$39.0M———
Citadel Advisors LLC
N/A—1,052,410-1,052,410-100%$22.5M———
Stratos Investment Management, LLC
N/A—1,018,281-1,018,281-100%$21.8M———
Stephens Inc
N/A—873,428-873,428-100%$18.7M———
Cetera Investment Advisers
N/A—834,214-834,214-100%$17.9M———
Envestnet Asset Management Inc
N/A—827,103-827,103-100%$17.7M———
Integrated Wealth Concepts LLC
N/A—535,772-535,772-100%$11.5M———
Raymond James Financial Inc
N/A—459,940-459,940-100%$9.8M———
First Trust Advisors LP
N/A—434,003-434,003-100%$9.3M———
Anderson Financial Strategies, LLC
N/A—368,715-368,715-100%$7.8M———
Tidemark, LLC
N/A—350,699-350,699-100%$7.5M———
Kingsview Wealth Management, LLC
N/A—311,802-311,802-100%$6.7M———
&partners
N/A—309,722-309,722-100%$6.6M———
Osaic Holdings, Inc.
N/A—221,507-221,507-100%$4.7M———
NewEdge Advisors, LLC
N/A—206,018-206,018-100%$4.4M———
Benjamin Edwards Inc
N/A—198,691-198,691-100%$4.3M———
Old Mission Capital LLC
N/A—195,709-195,709-100%$4.2M———
Marshall Financial Group, LLC
N/A—191,848-191,848-100%$4.1M———
HRT Financial LP
N/A—178,317-178,317-100%$3.8M———
Janney Montgomery Scott LLC
N/A—157,336-157,336-100%$3.4M———
FSB Premier Wealth Management, Inc.
N/A—148,365-148,365-100%$3.2M———
Jane Street Group, LLC
N/A—124,590-124,590-100%$2.7M———
Gladstone Institutional Advisory LLC
N/A—113,789-113,789-100%$2.4M———
Holistic Financial Partners
N/A—113,218-113,218-100%$2.4M———
Mutual Advisors, LLC
N/A—112,137-112,137-100%$2.4M———
Goldman Sachs Group Inc
N/A—102,955-102,955-100%$2.2M———
AE Wealth Management LLC
N/A—60,125-60,125-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—57,066-57,066-100%$1.2M———
IFG Advisory, LLC
N/A—56,618-56,618-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—45,841-45,841-100%$981.0K———
Foundations Investment Advisors, LLC
N/A—42,288-42,288-100%$905.0K———
Harbour Investments, Inc.
N/A—35,841-35,841-100%$767.0K———
Steward Partners Investment Advisory, LLC
N/A—34,701-34,701-100%$742.6K———
Arax Advisory Partners
N/A—33,886-33,886-100%$725.2K———
Sanctuary Advisors, LLC
N/A—32,077-32,077-100%$686.4K———
HighTower Advisors, LLC
N/A—31,758-31,758-100%$679.6K———
MML Investors Services, LLC
N/A—31,381-31,381-100%$671.6K———
Pinnacle Family Advisors, LLC
N/A—30,926-30,926-100%$661.8K———
Gateway Wealth Partners, LLC
N/A—30,598-30,598-100%$654.8K———
IFS Group,LLC
N/A—30,372-30,372-100%$650.0K———
Rockefeller Capital Management L.P.
N/A—27,117-27,117-100%$580.3K———
Western Wealth Management, LLC
N/A—26,359-26,359-100%$564.1K———
Envestnet Portfolio Solutions, Inc.
N/A—25,164-25,164-100%$538.5K———
LaSalle St. Investment Advisors, LLC
N/A—25,042-25,042-100%$535.9K———
Coppell Advisory Solutions LLC
N/A—23,548-23,548-100%$7.2K———
Sequent Planning LLC
N/A—23,456-23,456-100%$502.0K———
Snowden Capital Advisors LLC
N/A—18,079-18,079-100%$386.9K———
Principal Securities, Inc.
N/A—17,833-17,833-100%$381.6K———
PNC Financial Services Group, Inc.
N/A—17,678-17,678-100%$378.3K———
Pine Valley Investments Ltd Liability Co
N/A—16,086-16,086-100%$344.3K———
KKM Financial LLC
N/A—15,061-15,061-100%$322.3K———
Susquehanna International Group, LLP
N/A—14,668-14,668-100%$313.9K———
Equitable Holdings, Inc.
N/A—13,280-13,280-100%$284.2K———
JPMorgan Chase & Co
N/A—12,861-12,861-100%$278.4K———
Medallion Wealth Advisors, LLC
N/A—12,700-12,700-100%$271.8K———
Ameriprise Financial Inc
N/A—12,469-12,469-100%$266.8K———
Private Advisor Group, LLC
N/A—12,448-12,448-100%$266.4K———
Stifel Financial Corp
N/A—12,140-12,140-100%$259.8K———
Faithward Advisors, LLC
N/A—11,903-11,903-100%$254.7K———
World Investment Advisors
N/A—10,604-10,604-100%$227.6K———
Park Square Financial Group, LLC
N/A—10,330-10,330-100%$221.1K———
Wealth Management Associates, Inc.
N/A—10,165-10,165-100%$217.5K———
HBK Sorce Advisory LLC
N/A—10,153-10,153-100%$213.9K———
Geneos Wealth Management Inc.
N/A—9,611-9,611-100%$205.7K———
Centaurus Financial, Inc.
N/A—8,124-8,124-100%$174.0K———
NI Acquisitions Company, LLC
N/A—6,206-6,206-100%$132.8K———
Synergy Investment Management, LLC
N/A—3,797-3,797-100%$81.2K———
Global Retirement Partners, LLC
N/A—2,717-2,717-100%$58.1K———
Wells Fargo & Company
N/A—1,501-1,501-100%$32.1K———
Allworth Financial LP
N/A—955-955-100%$20.4K———
Mpwm Advisory Solutions, LLC
N/A—643-643-100%$13.8K———
Keating Financial Advisory Services, Inc.
N/A—454-454-100%$9.7K———
Continuum Advisory, LLC
N/A—450-450-100%$9.6K———
Whittier Trust Co of Nevada Inc
N/A—385-385-100%$8.2K———
Jones Financial Companies Lllp
N/A—189-189-100%$4.1K———
Ameriflex Group, Inc.
N/A—146-146-100%$3.1K———
Strive Financial Group,LLC
N/A—23-23-100%$492———
Smartleaf Asset Management LLC
N/A—14-14-100%$303———
BNP Paribas Financial Markets
N/A—10-10-100%$214———
Showing 163 of 163 institutions