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FT Intermed DUR IG Corp ETF (FIIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Manchester Financial Inc
INCREASED
Shares1,631,388 from 1,582,304
Change+49,084 (+3%)
Value$32.0M (-$745.4K)
Filed 2026-10-15
TCP Asset Management, LLC
INCREASED
Shares1,570,494 from 1,507,135
Change+63,359 (+4%)
Value$30.8M (-$399.7K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,067,506 from 52,401
Change+1,015,105 (+1937%)
Value$21.0M (+$19.9M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares659,765 from 605,395
Change+54,370 (+9%)
Value$13.0M (+$413.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares472,353 from 546,048
Change-73,695 (-13%)
Value$9.3M (-$2.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares429,644 from 474,617
Change-44,973 (-9%)
Value$8.4M (-$1.4M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares286,620 from 249,038
Change+37,582 (+15%)
Value$5.6M (+$468.8K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares274,500 from 251,057
Change+23,443 (+9%)
Value$5.4M (+$189.0K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares207,120 from 217,902
Change-10,782 (-5%)
Value$4.1M (-$447.0K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares145,051 from 147,458
Change-2,407 (-2%)
Value$2.8M (-$206.5K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares137,849 from 133,261
Change+4,588 (+3%)
Value$2.7M (-$53.9K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares127,513 from 127,695
Change-182 (0%)
Value$2.6M (-$91.8K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares123,795 from 130,123
Change-6,328 (-5%)
Value$2.4M (-$264.8K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares114,856 from 56,069
Change+58,787 (+105%)
Value$2.3M (+$1.1M)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares97,507 from 93,771
Change+3,736 (+4%)
Value$1.9M (-$27.9K)
Filed 2026-10-30
BAM Wealth Management, LLC
INCREASED
Shares94,750 from 44,128
Change+50,622 (+115%)
Value$1.9M (+$946.1K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares84,685 from 83,822
Change+863 (+1%)
Value$1.7M (-$74.0K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW
Shares70,207
Change+70,207
Value$1.4M
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares66,718 from 64,430
Change+2,288 (+4%)
Value$1.3M (-$24.7K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares61,916 from 43,680
Change+18,236 (+42%)
Value$1.2M (+$310.8K)
Filed 2026-11-03
Iams Wealth Management, LLC
DECREASED
Shares54,117 from 71,489
Change-17,372 (-24%)
Value$1.1M (-$418.2K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares47,202 from 39,651
Change+7,551 (+19%)
Value$926.6K (+$105.4K)
Filed 2026-10-26
True Blue Financial, LLC
DECREASED
Shares41,845 from 47,587
Change-5,742 (-12%)
Value$821.4K (-$164.1K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares38,045 from 34,867
Change+3,178 (+9%)
Value$746.8K (+$24.7K)
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares37,423 from 34,965
Change+2,458 (+7%)
Value$737.8K (+$13.7K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares35,874 from 31,922
Change+3,952 (+12%)
Value$704.2K (+$43.1K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares34,724 from 34,338
Change+386 (+1%)
Value$681.6K (-$29.5K)
Filed 2026-10-23
Asset Allocation Strategies LLC
INCREASED
Shares33,950 from 30,088
Change+3,862 (+13%)
Value$666.4K (+$43.3K)
Filed 2026-10-20
Winebrenner Capital Management LLC
DECREASED
Shares31,749 from 36,307
Change-4,558 (-13%)
Value$623.2K (-$128.7K)
Filed 2026-10-07
Spire Wealth Management
INCREASED
Shares31,608 from 29,950
Change+1,658 (+6%)
Value$620.5K (+$200)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares30,630 from 30,448
Change+182 (+1%)
Value$601.3K (-$29.3K)
Filed 2026-10-30
Novem Group
INCREASED
Shares28,637 from 24,041
Change+4,596 (+19%)
Value$562.1K (+$64.3K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares23,879 from 18,216
Change+5,663 (+31%)
Value$468.7K (+$91.5K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
DECREASED
Shares23,069 from 36,703
Change-13,634 (-37%)
Value$452.8K (-$307.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares21,590 from 21,332
Change+258 (+1%)
Value$423.8K (-$18.0K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED
Shares21,289 from 21,289
Change0 (0%)
Value$417.9K (-$23.0K)
Filed 2026-11-03
Keystone Wealth Services, LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$412.2K (-$22.7K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
DECREASED
Shares19,823 from 65,271
Change-45,448 (-70%)
Value$389.1K (-$962.6K)
Filed 2026-10-27
D.A. Davidson & Co.
UNCHANGED
Shares19,319 from 19,319
Change0 (0%)
Value$379.2K (-$20.9K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares18,909 from 9,030
Change+9,879 (+109%)
Value$371.2K (+$184.2K)
Filed 2026-10-14
International Assets Investment Management, LLC
DECREASED
Shares18,670 from 26,163
Change-7,493 (-29%)
Value$367.2K (-$174.3K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares17,957 from 1,163
Change+16,794 (+1444%)
Value$352.5K (+$328.4K)
Filed 2026-10-29
Arwa LLC
NEW
Shares16,429
Change+16,429
Value$324.8K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares16,149 from 16,091
Change+58 (+0%)
Value$317.0K (-$16.2K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares15,696 from 10,747
Change+4,949 (+46%)
Value$308.1K (+$85.5K)
Filed 2026-10-29
Private Client Services, LLC
INCREASED
Shares15,363 from 13,900
Change+1,463 (+11%)
Value$301.6K (+$13.7K)
Filed 2026-10-02
Omnitrust Wealth Management, Inc
NEW
Shares15,303
Change+15,303
Value$300.4K
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares14,332 from 14,332
Change0 (0%)
Value$281.3K (-$15.5K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares13,831 from 13,665
Change+166 (+1%)
Value$271.5K (-$11.5K)
Filed 2026-11-04
Milestones Private Investment Advisors LLC
UNCHANGED
Shares11,660 from 11,660
Change0 (0%)
Value$228.9K (-$12.6K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
NEW
Shares11,604
Change+11,604
Value$227.8K
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares10,683 from 5,311
Change+5,372 (+101%)
Value$209.7K (+$99.7K)
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares10,482 from 9,730
Change+752 (+8%)
Value$205.8K (+$4.3K)
Filed 2026-10-29
Compass Financial Management LLC
NEW
Shares6,000
Change+6,000
Value$117.8K
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares5,085 from 5,085
Change0 (0%)
Value$99.8K (-$5.5K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,585 from 4,274
Change+311 (+7%)
Value$90.0K (+$1.5K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares4,080 from 4,031
Change+49 (+1%)
Value$80.1K (-$3.4K)
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares3,056 from 3,032
Change+24 (+1%)
Value$60.0K (-$2.8K)
Filed 2026-10-01
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,187 from 1,901
Change+286 (+15%)
Value$42.9K (+$3.6K)
Filed 2026-11-02
Raleigh Capital Management Inc.
DECREASED
Shares2,101 from 2,859
Change-758 (-27%)
Value$41.2K (-$18.0K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares1,364 from 1,809
Change-445 (-25%)
Value$26.8K (-$10.7K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares1,281 from 557
Change+724 (+130%)
Value$25.1K (+$13.6K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares752 from 14,732
Change-13,980 (-95%)
Value$14.8K (-$290.3K)
Filed 2026-10-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$12.0K (-$659)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$4.7K (-$256)
Filed 2026-10-07
Key Capital Management, Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$4.4K (-$241)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$3.0K (-$163)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares88 from 85
Change+3 (+4%)
Value$1.7K (-$35)
Filed 2026-11-02
CX Institutional
NEW
Shares72
Change+72
Value$1
Filed 2026-10-02
Providence First Trust Co
CLOSED
Shares0 from 35,100
Change-35,100 (-100%)
Value$0 (-$726.9K)
Filed 2026-11-02
HBW Advisory Services LLC
CLOSED
Shares0 from 26,054
Change-26,054 (-100%)
Value$0 (-$539.6K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 12,941
Change-12,941 (-100%)
Value$0 (-$268.0K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 9,796
Change-9,796 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-08
Wagner Wealth Management, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-21
LPL Financial LLC
N/A
Shares— from 4,859,040
Change-4,859,040 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,702,158
Change-2,702,158 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,909,100
Change-1,909,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,319,500
Change-1,319,500 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 883,962
Change-883,962 (-100%)
Value—
Stephens Inc
N/A
Shares— from 765,223
Change-765,223 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 518,470
Change-518,470 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 488,337
Change-488,337 (-100%)
Value—
&partners
N/A
Shares— from 446,702
Change-446,702 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 433,525
Change-433,525 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 393,377
Change-393,377 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 343,076
Change-343,076 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 299,015
Change-299,015 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 258,677
Change-258,677 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 235,916
Change-235,916 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 178,036
Change-178,036 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 169,747
Change-169,747 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 164,463
Change-164,463 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 149,423
Change-149,423 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 149,149
Change-149,149 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 139,146
Change-139,146 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 133,052
Change-133,052 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,844
Change-124,844 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 117,029
Change-117,029 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 93,698
Change-93,698 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 91,916
Change-91,916 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 91,169
Change-91,169 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 87,880
Change-87,880 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 80,998
Change-80,998 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 70,656
Change-70,656 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 59,802
Change-59,802 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 59,463
Change-59,463 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 54,111
Change-54,111 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 52,401
Change-52,401 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 49,370
Change-49,370 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 48,727
Change-48,727 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 43,962
Change-43,962 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 42,504
Change-42,504 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 40,727
Change-40,727 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 36,596
Change-36,596 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 36,374
Change-36,374 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 36,140
Change-36,140 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 33,893
Change-33,893 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,820
Change-30,820 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,787
Change-29,787 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 27,909
Change-27,909 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 27,540
Change-27,540 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,640
Change-19,640 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,320
Change-17,320 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,110
Change-16,110 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,409
Change-15,409 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 782
Change-782 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 603
Change-603 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 295
Change-295 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 163
Change-163 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Manchester Financial Inc
INCREASED1,631,3881,582,304+49,084+3%$32.8M$32.0M-$745.4K2026-10-15
TCP Asset Management, LLC
INCREASED1,570,4941,507,135+63,359+4%$31.2M$30.8M-$399.7K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED1,067,50652,401+1,015,105+1937%$1.1M$21.0M+$19.9M2026-11-05
Kestra Advisory Services, LLC
INCREASED659,765605,395+54,370+9%$12.5M$13.0M+$413.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED472,353546,048-73,695-13%$11.3M$9.3M-$2.0M2026-11-02
Commonwealth Equity Services, LLC
DECREASED429,644474,617-44,973-9%$9.8M$8.4M-$1.4M2026-11-02
Assetmark, Inc
INCREASED286,620249,038+37,582+15%$5.2M$5.6M+$468.8K2026-10-21
Csenge Advisory Group
INCREASED274,500251,057+23,443+9%$5.2M$5.4M+$189.0K2026-11-04
Bank of New York Mellon Corp
DECREASED207,120217,902-10,782-5%$4.5M$4.1M-$447.0K2026-11-05
IFP Advisors, Inc
DECREASED145,051147,458-2,407-2%$3.1M$2.8M-$206.5K2026-10-16
Independent Financial Group, LLC
INCREASED137,849133,261+4,588+3%$2.8M$2.7M-$53.9K2026-10-13
Prospera Financial Services Inc
DECREASED127,513127,695-1820%$2.6M$2.6M-$91.8K2026-11-04
Avior Wealth Management, LLC
DECREASED123,795130,123-6,328-5%$2.7M$2.4M-$264.8K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED114,85656,069+58,787+105%$1.2M$2.3M+$1.1M2026-10-16
Truist Financial Corp
INCREASED97,50793,771+3,736+4%$1.9M$1.9M-$27.9K2026-10-30
BAM Wealth Management, LLC
INCREASED94,75044,128+50,622+115%$913.9K$1.9M+$946.1K2026-10-15
Park Avenue Securities LLC
INCREASED84,68583,822+863+1%$1.7M$1.7M-$74.0K2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW70,207—+70,207——$1.4M—2026-10-27
Atria Investments, Inc
INCREASED66,71864,430+2,288+4%$1.3M$1.3M-$24.7K2026-10-15
RFG Advisory, LLC
INCREASED61,91643,680+18,236+42%$904.6K$1.2M+$310.8K2026-11-03
Iams Wealth Management, LLC
DECREASED54,11771,489-17,372-24%$1.5M$1.1M-$418.2K2026-10-15
Oppenheimer & Co Inc
INCREASED47,20239,651+7,551+19%$821.2K$926.6K+$105.4K2026-10-26
True Blue Financial, LLC
DECREASED41,84547,587-5,742-12%$985.5K$821.4K-$164.1K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED38,04534,867+3,178+9%$722.1K$746.8K+$24.7K2026-10-13
Ignite Planners, LLC
INCREASED37,42334,965+2,458+7%$724.1K$737.8K+$13.7K2026-10-14
Perigon Wealth Management, LLC
INCREASED35,87431,922+3,952+12%$661.1K$704.2K+$43.1K2026-10-22
Sigma Planning Corp
INCREASED34,72434,338+386+1%$711.1K$681.6K-$29.5K2026-10-23
Asset Allocation Strategies LLC
INCREASED33,95030,088+3,862+13%$623.1K$666.4K+$43.3K2026-10-20
Winebrenner Capital Management LLC
DECREASED31,74936,307-4,558-13%$751.9K$623.2K-$128.7K2026-10-07
Spire Wealth Management
INCREASED31,60829,950+1,658+6%$620.3K$620.5K+$2002026-10-30
Kestra Private Wealth Services, LLC
INCREASED30,63030,448+182+1%$630.6K$601.3K-$29.3K2026-10-30
Novem Group
INCREASED28,63724,041+4,596+19%$497.9K$562.1K+$64.3K2026-10-19
MGO One Seven LLC
INCREASED23,87918,216+5,663+31%$377.3K$468.7K+$91.5K2026-10-28
Daymark Wealth Partners, LLC
DECREASED23,06936,703-13,634-37%$760.1K$452.8K-$307.3K2026-11-04
Apollon Wealth Management, LLC
INCREASED21,59021,332+258+1%$441.8K$423.8K-$18.0K2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED21,28921,28900%$440.9K$417.9K-$23.0K2026-11-03
Keystone Wealth Services, LLC
UNCHANGED21,00021,00000%$434.9K$412.2K-$22.7K2026-11-03
Vaquero Private Wealth, LTD
DECREASED19,82365,271-45,448-70%$1.4M$389.1K-$962.6K2026-10-27
D.A. Davidson & Co.
UNCHANGED19,31919,31900%$400.1K$379.2K-$20.9K2026-10-28
Triumph Capital Management
INCREASED18,9099,030+9,879+109%$187.0K$371.2K+$184.2K2026-10-14
International Assets Investment Management, LLC
DECREASED18,67026,163-7,493-29%$541.6K$367.2K-$174.3K2026-11-02
Signature Equity Partners, LLC
INCREASED17,9571,163+16,794+1444%$24.1K$352.5K+$328.4K2026-10-29
Arwa LLC
NEW16,429—+16,429——$324.8K—2026-10-21
Rossby Financial, LCC
INCREASED16,14916,091+58+0%$333.2K$317.0K-$16.2K2026-11-05
Integrity Alliance, Llc.
INCREASED15,69610,747+4,949+46%$222.6K$308.1K+$85.5K2026-10-29
Private Client Services, LLC
INCREASED15,36313,900+1,463+11%$287.9K$301.6K+$13.7K2026-10-02
Omnitrust Wealth Management, Inc
NEW15,303—+15,303——$300.4K—2026-11-02
Barrett & Company, Inc.
UNCHANGED14,33214,33200%$296.8K$281.3K-$15.5K2026-10-22
Lido Advisors, LLC
INCREASED13,83113,665+166+1%$283.0K$271.5K-$11.5K2026-11-04
Milestones Private Investment Advisors LLC
UNCHANGED11,66011,66000%$241.5K$228.9K-$12.6K2026-10-19
Heritage Wealth Management, Inc.
NEW11,604—+11,604——$227.8K—2026-10-28
Cullen T Bankers, Inc.
INCREASED10,6835,311+5,372+101%$110.0K$209.7K+$99.7K2026-10-28
Tucker Asset Management LLC
INCREASED10,4829,730+752+8%$201.5K$205.8K+$4.3K2026-10-29
Compass Financial Management LLC
NEW6,000—+6,000——$117.8K—2026-10-30
Evolution Wealth Management Inc.
UNCHANGED5,0855,08500%$105.3K$99.8K-$5.5K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED4,5854,274+311+7%$88.5K$90.0K+$1.5K2026-11-03
Private Trust Co NA
INCREASED4,0804,031+49+1%$83.5K$80.1K-$3.4K2026-10-20
Roxbury Financial LLC
INCREASED3,0563,032+24+1%$62.8K$60.0K-$2.8K2026-10-01
Quest 10 Wealth Builders, Inc.
INCREASED2,1871,901+286+15%$39.4K$42.9K+$3.6K2026-11-02
Raleigh Capital Management Inc.
DECREASED2,1012,859-758-27%$59.2K$41.2K-$18.0K2026-10-28
Tounjian Advisory Partners, LLC
DECREASED1,3641,809-445-25%$37.5K$26.8K-$10.7K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED1,281557+724+130%$11.5K$25.1K+$13.6K2026-11-05
GK Wealth Management LLC
DECREASED75214,732-13,980-95%$305.1K$14.8K-$290.3K2026-10-09
Buck Wealth Strategies, LLC
UNCHANGED61061000%$12.6K$12.0K-$6592026-10-28
American National Bank & Trust
UNCHANGED23723700%$4.9K$4.7K-$2562026-10-07
Key Capital Management, Inc
UNCHANGED22322300%$4.6K$4.4K-$2412026-11-03
Capital Investment Advisory Services, LLC
UNCHANGED15215200%$3.1K$3.0K-$1632026-10-30
Lloyd Advisory Services, Llc.
INCREASED8885+3+4%$1.8K$1.7K-$352026-11-02
CX Institutional
NEW72—+72——$1—2026-10-02
Providence First Trust Co
CLOSED035,100-35,100-100%$726.9K$0-$726.9K2026-11-02
HBW Advisory Services LLC
CLOSED026,054-26,054-100%$539.6K$0-$539.6K2026-10-15
Bullseye Investment Management, LLC
CLOSED012,941-12,941-100%$268.0K$0-$268.0K2026-10-29
J.W. Cole Advisors, Inc.
CLOSED09,796-9,796-100%$202.9K$0-$202.9K2026-11-05
Farther Finance Advisors, LLC
CLOSED0613-613-100%$12.7K$0-$12.7K2026-10-08
Wagner Wealth Management, LLC
CLOSED0136-136-100%$2.8K$0-$2.8K2026-10-21
LPL Financial LLC
N/A—4,859,040-4,859,040-100%$100.6M———
Morgan Stanley
N/A—2,702,158-2,702,158-100%$56.0M———
Envestnet Asset Management Inc
N/A—1,909,100-1,909,100-100%$39.5M———
Cetera Investment Advisers
N/A—1,319,500-1,319,500-100%$27.3M———
Per Stirling Capital Management, Llc.
N/A—883,962-883,962-100%$18.3M———
Stephens Inc
N/A—765,223-765,223-100%$15.8M———
First Trust Advisors LP
N/A—518,470-518,470-100%$10.7M———
Rehmann Capital Advisory Group
N/A—488,337-488,337-100%$10.1M———
&partners
N/A—446,702-446,702-100%$9.3M———
NewEdge Advisors, LLC
N/A—433,525-433,525-100%$9.0M———
Benjamin Edwards Inc
N/A—393,377-393,377-100%$8.1M———
Mach-1 Financial Group, LLC
N/A—343,076-343,076-100%$7.1M———
Owen LaRue, LLC
N/A—299,015-299,015-100%$6.2M———
Jane Street Group, LLC
N/A—258,677-258,677-100%$5.4M———
Janney Montgomery Scott LLC
N/A—235,916-235,916-100%$4.9M———
MML Investors Services, LLC
N/A—178,036-178,036-100%$3.7M———
Kingsview Wealth Management, LLC
N/A—169,747-169,747-100%$3.5M———
HighTower Advisors, LLC
N/A—164,463-164,463-100%$3.4M———
Osaic Holdings, Inc.
N/A—149,423-149,423-100%$3.1M———
FSB Premier Wealth Management, Inc.
N/A—149,149-149,149-100%$3.1M———
Orion Porfolio Solutions, LLC
N/A—139,146-139,146-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—133,052-133,052-100%$2.8M———
Citadel Advisors LLC
N/A—124,844-124,844-100%$2.6M———
Twin Peaks Wealth Advisors, LLC
N/A—117,029-117,029-100%$2.4M———
Goldman Sachs Group Inc
N/A—93,698-93,698-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—91,916-91,916-100%$1.9M———
Susquehanna International Group, LLP
N/A—91,169-91,169-100%$1.9M———
HRT Financial LP
N/A—87,880-87,880-100%$1.8M———
Sanctuary Advisors, LLC
N/A—80,998-80,998-100%$1.7M———
AE Wealth Management LLC
N/A—70,656-70,656-100%$1.5M———
Royal Bank of Canada
N/A—59,802-59,802-100%$1.2M———
NewEdge Wealth, LLC
N/A—59,463-59,463-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—54,111-54,111-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—52,401-52,401-100%$1.1M———
Snowden Capital Advisors LLC
N/A—49,370-49,370-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—48,727-48,727-100%$650.8K———
Pinnacle Financial Partners, Inc.
N/A—43,962-43,962-100%$910.5K———
Harbour Investments, Inc.
N/A—42,504-42,504-100%$880.3K———
Everest Financial Group LLC
N/A—41,000-41,000-100%$849.1K———
Harvest Investment Services, LLC
N/A—40,727-40,727-100%$843.5K———
Sequent Planning LLC
N/A—36,596-36,596-100%$757.9K———
Kintra Wealth, LLC
N/A—36,374-36,374-100%$745.8K———
Impact Partnership Wealth, LLC
N/A—36,140-36,140-100%$748.5K———
Pinnacle Family Advisors, LLC
N/A—33,893-33,893-100%$701.9K———
Mutual Advisors, LLC
N/A—30,820-30,820-100%$638.3K———
Arkadios Wealth Advisors
N/A—29,787-29,787-100%$616.9K———
LaSalle St. Investment Advisors, LLC
N/A—27,909-27,909-100%$578.0K———
Equitable Holdings, Inc.
N/A—27,540-27,540-100%$570.3K———
Betterment LLC
N/A—19,640-19,640-100%$407.0K———
World Investment Advisors
N/A—19,437-19,437-100%$402.7K———
Private Advisor Group, LLC
N/A—17,320-17,320-100%$358.7K———
GeoWealth Management, LLC
N/A—16,951-16,951-100%$351.1K———
Foundations Investment Advisors, LLC
N/A—16,110-16,110-100%$333.6K———
Silver OAK Securities, Incorporated
N/A—15,409-15,409-100%$319.1K———
OneAscent Financial Services LLC
N/A—14,144-14,144-100%$292.9K———
IFG Advisory, LLC
N/A—13,681-13,681-100%$283.3K———
Capital Analysts, LLC
N/A—8,430-8,430-100%$175.0K———
Synergy Investment Management, LLC
N/A—7,937-7,937-100%$164.4K———
BFC Planning, Inc.
N/A—3,926-3,926-100%$81.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,780-2,780-100%$57.6K———
Fifth Third Bancorp
N/A—1,962-1,962-100%$40.6K———
Global Retirement Partners, LLC
N/A—1,807-1,807-100%$37.4K———
Aptus Capital Advisors, LLC
N/A—1,500-1,500-100%$31.1K———
Whittier Trust Co of Nevada Inc
N/A—782-782-100%$16.1K———
Regatta Research & Money Management
N/A—603-603-100%$12.5K———
Mpwm Advisory Solutions, LLC
N/A—600-600-100%$12.4K———
Huntington National Bank
N/A—295-295-100%$6.1K———
Jones Financial Companies Lllp
N/A—163-163-100%$3.4K———
Ameriflex Group, Inc.
N/A—154-154-100%$3.2K———
Continuum Advisory, LLC
N/A—146-146-100%$3.0K———
Smartleaf Asset Management LLC
N/A—128-128-100%$2.7K———
Strive Financial Group,LLC
N/A—38-38-100%$787———
Rockefeller Capital Management L.P.
N/A—1-1-100%$25———
JPMorgan Chase & Co
N/A—1-1-100%$32———
Showing 149 of 149 institutions