FT LTD Duration INV Grade (FSIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Csenge Advisory Group

DECREASED

Shares1,961,352 from 2,132,892

Change-171,540 (-8%)

Value$36.0M (-$4.2M)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares1,010,877 from 1,009,886

Change+991 (+0%)

Value$18.6M (-$461.5K)

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares590,379 from 534,714

Change+55,665 (+10%)

Value$10.9M (+$769.1K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares498,391 from 478,165

Change+20,226 (+4%)

Value$9.2M (+$144.0K)

Filed 2026-11-02

TCP Asset Management, LLC

INCREASED

Shares327,175 from 317,321

Change+9,854 (+3%)

Value$6.0M (+$36.9K)

Filed 2026-10-14

Vaquero Private Wealth, LTD

INCREASED

Shares289,578 from 289,470

Change+108 (+0%)

Value$5.3M (-$135.5K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares246,853 from 232,464

Change+14,389 (+6%)

Value$4.5M (+$154.0K)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares209,367 from 176,300

Change+33,067 (+19%)

Value$3.8M (+$524.0K)

Filed 2026-11-03

Platform Technology Partners

INCREASED

Shares203,413 from 203,116

Change+297 (+0%)

Value$3.7M (-$91.0K)

Filed 2026-11-02

Park Avenue Securities LLC

INCREASED

Shares145,534 from 124,884

Change+20,650 (+17%)

Value$2.7M (+$320.0K)

Filed 2026-10-26

MGO One Seven LLC

DECREASED

Shares140,168 from 301,187

Change-161,019 (-53%)

Value$2.6M (-$3.1M)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares128,316 from 97,503

Change+30,813 (+32%)

Value$2.4M (+$520.0K)

Filed 2026-11-02

Archer Investment Corp

DECREASED

Shares127,105 from 131,826

Change-4,721 (-4%)

Value$2.3M (-$149.4K)

Filed 2026-11-05

D.A. Davidson & Co.

DECREASED

Shares125,337 from 127,687

Change-2,350 (-2%)

Value$2.3M (-$103.8K)

Filed 2026-10-28

Center for Financial Planning, Inc.

UNCHANGED

Shares124,915 from 124,915

Change0 (0%)

Value$2.3M (-$59.3K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares120,050 from 92,380

Change+27,670 (+30%)

Value$2.2M (+$464.7K)

Filed 2026-10-16

Davenport & Co LLC

DECREASED

Shares117,088 from 140,244

Change-23,156 (-17%)

Value$2.2M (-$492.2K)

Filed 2026-10-14

Avior Wealth Management, LLC

DECREASED

Shares105,133 from 110,548

Change-5,415 (-5%)

Value$1.9M (-$152.0K)

Filed 2026-10-13

WealthBridge Capital Management, LLC

INCREASED

Shares103,791 from 96,278

Change+7,513 (+8%)

Value$1.9M (+$92.4K)

Filed 2026-10-16

Prospera Financial Services Inc

DECREASED

Shares90,307 from 97,109

Change-6,802 (-7%)

Value$1.7M (-$154.9K)

Filed 2026-11-04

Accurate Wealth Management, LLC

INCREASED

Shares88,672 from 88,136

Change+536 (+1%)

Value$1.6M (-$23.6K)

Filed 2026-10-20

Altium Investment Strategies LLC

UNCHANGED

Shares87,600 from 87,600

Change0 (0%)

Value$1.6M (-$33.3K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares80,059 from 63,375

Change+16,684 (+26%)

Value$1.5M (+$276.6K)

Filed 2026-11-05

Insight Advisors, LLC/ PA

DECREASED

Shares78,434 from 83,722

Change-5,288 (-6%)

Value$1.4M (-$137.0K)

Filed 2026-10-22

Kestra Private Wealth Services, LLC

DECREASED

Shares70,973 from 71,566

Change-593 (-1%)

Value$1.3M (-$44.9K)

Filed 2026-10-30

J.W. Cole Advisors, Inc.

DECREASED

Shares66,516 from 98,269

Change-31,753 (-32%)

Value$1.2M (-$630.3K)

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares65,986 from 61,891

Change+4,095 (+7%)

Value$1.2M (+$45.9K)

Filed 2026-10-15

Balefire, LLC

DECREASED

Shares61,623 from 68,302

Change-6,679 (-10%)

Value$1.1M (-$155.2K)

Filed 2026-10-09

Sigma Planning Corp

INCREASED

Shares59,749 from 59,516

Change+233 (+0%)

Value$1.1M (-$24.0K)

Filed 2026-10-23

Crusonia Wealth Advisors LLC

DECREASED

Shares56,269 from 57,722

Change-1,453 (-3%)

Value$1.0M (-$54.1K)

Filed 2026-10-26

BAM Wealth Management, LLC

INCREASED

Shares49,460 from 24,159

Change+25,301 (+105%)

Value$909.1K (+$453.6K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

INCREASED

Shares45,325 from 39,823

Change+5,502 (+14%)

Value$833.1K (+$82.2K)

Filed 2026-11-03

Daymark Wealth Partners, LLC

DECREASED

Shares44,782 from 55,930

Change-11,148 (-20%)

Value$823.1K (-$231.5K)

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares42,302 from 64,895

Change-22,593 (-35%)

Value$777.5K (-$446.1K)

Filed 2026-10-26

Wedbush Securities Inc

INCREASED

Shares42,138 from 40,511

Change+1,627 (+4%)

Value$775.0K (+$11.0K)

Filed 2026-10-22

Iams Wealth Management, LLC

DECREASED

Shares40,465 from 52,412

Change-11,947 (-23%)

Value$743.8K (-$244.5K)

Filed 2026-10-15

Pacific Excel Wealth Advisors, Inc.

NEW

Shares39,528

Change+39,528

Value$727.1K

Filed 2026-10-27

Tsfg, LLC

INCREASED

Shares33,253 from 20,960

Change+12,293 (+59%)

Value$611.0K (+$216.0K)

Filed 2026-10-23

Winebrenner Capital Management LLC

DECREASED

Shares30,027 from 33,623

Change-3,596 (-11%)

Value$551.9K (-$82.1K)

Filed 2026-10-07

Triumph Capital Management

INCREASED

Shares28,760 from 22,361

Change+6,399 (+29%)

Value$528.6K (+$107.0K)

Filed 2026-10-14

Ascent Group, LLC

INCREASED

Shares26,829 from 26,671

Change+158 (+1%)

Value$493.1K (-$9.8K)

Filed 2026-10-30

Spire Wealth Management

INCREASED

Shares26,645 from 25,416

Change+1,229 (+5%)

Value$489.7K (+$10.5K)

Filed 2026-10-30

Stenger Family Office, LLC

DECREASED

Shares26,413 from 107,758

Change-81,345 (-75%)

Value$487.6K (-$1.5M)

Filed 2026-10-22

Private Trust Co NA

INCREASED

Shares26,058 from 14,469

Change+11,589 (+80%)

Value$478.9K (+$206.1K)

Filed 2026-10-20

Maia Wealth LLC

DECREASED

Shares24,068 from 27,815

Change-3,747 (-13%)

Value$442.4K (-$82.1K)

Filed 2026-10-19

Fifth Third Bancorp

DECREASED

Shares21,866 from 21,907

Change-41 (0%)

Value$401.9K (-$11.2K)

Filed 2026-11-05

Perigon Wealth Management, LLC

INCREASED

Shares21,278 from 17,469

Change+3,809 (+22%)

Value$391.1K (+$61.7K)

Filed 2026-10-22

Barrett & Company, Inc.

UNCHANGED

Shares20,044 from 20,044

Change0 (0%)

Value$368.4K (-$9.5K)

Filed 2026-10-22

Dynamic Advisor Solutions LLC

INCREASED

Shares16,232 from 14,341

Change+1,891 (+13%)

Value$298.3K (+$27.9K)

Filed 2026-10-13

Essex Bank

UNCHANGED

Shares15,015 from 15,015

Change0 (0%)

Value$275.8K (-$7.2K)

Filed 2026-10-16

Private Client Services, LLC

INCREASED

Shares14,214 from 11,104

Change+3,110 (+28%)

Value$261.3K (+$51.9K)

Filed 2026-10-02

Parallel Advisors, LLC

DECREASED

Shares13,516 from 17,238

Change-3,722 (-22%)

Value$248.4K (-$76.6K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

DECREASED

Shares13,140 from 23,010

Change-9,870 (-43%)

Value$241.3K (-$192.6K)

Filed 2026-10-30

Milestones Private Investment Advisors LLC

UNCHANGED

Shares12,999 from 12,999

Change0 (0%)

Value$238.9K (-$6.2K)

Filed 2026-10-19

Koshinski Asset Management, Inc.

INCREASED

Shares12,175 from 12,136

Change+39 (+0%)

Value$223.8K (-$5.0K)

Filed 2026-10-29

Rossby Financial, LCC

INCREASED

Shares11,021 from 10,907

Change+114 (+1%)

Value$202.6K (-$3.1K)

Filed 2026-11-05

TrueWealth Advisors, LLC

NEW

Shares10,549

Change+10,549

Value$193.9K

Filed 2026-10-09

US Bancorp \de\

DECREASED

Shares7,215 from 7,734

Change-519 (-7%)

Value$132.6K (-$13.2K)

Filed 2026-11-05

Golden State Wealth Management, LLC

DECREASED

Shares4,556 from 5,305

Change-749 (-14%)

Value$83.7K (-$16.3K)

Filed 2026-11-02

Pinnacle Bancorp, Inc.

UNCHANGED

Shares3,206 from 3,206

Change0 (0%)

Value$58.9K (-$1.5K)

Filed 2026-10-21

Signature Equity Partners, LLC

INCREASED

Shares3,108 from 152

Change+2,956 (+1945%)

Value$57.1K (+$54.3K)

Filed 2026-10-29

Jacobi Capital Management LLC

NEW

Shares3,000

Change+3,000

Value$55.1K

Filed 2026-11-05

Creative Financial Designs Inc

INCREASED

Shares2,872 from 2,851

Change+21 (+1%)

Value$52.8K (-$964)

Filed 2026-11-04

Lanark Financial, Inc.

UNCHANGED

Shares2,162 from 2,162

Change0 (0%)

Value$39.7K (-$1.0K)

Filed 2026-10-26

Compass Financial Management LLC

DECREASED

Shares1,782 from 3,301

Change-1,519 (-46%)

Value$32.8K (-$29.5K)

Filed 2026-10-30

Quest 10 Wealth Builders, Inc.

INCREASED

Shares1,392 from 1,221

Change+171 (+14%)

Value$25.6K (+$2.6K)

Filed 2026-11-02

Raleigh Capital Management Inc.

DECREASED

Shares1,164 from 1,581

Change-417 (-26%)

Value$21.4K (-$8.4K)

Filed 2026-10-28

Tounjian Advisory Partners, LLC

DECREASED

Shares924 from 1,248

Change-324 (-26%)

Value$17.0K (-$6.5K)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$14.7K (-$380)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

INCREASED

Shares793 from 39

Change+754 (+1933%)

Value$14.6K (+$13.8K)

Filed 2026-11-05

Cullen T Bankers, Inc.

INCREASED

Shares397 from 394

Change+3 (+1%)

Value$7.3K (-$146)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares267 from 246

Change+21 (+9%)

Value$4.9K (+$269)

Filed 2026-10-16

Gamma Investing LLC

UNCHANGED

Shares259 from 259

Change0 (0%)

Value$4.8K (-$123)

Filed 2026-10-08

American National Bank & Trust

UNCHANGED

Shares193 from 193

Change0 (0%)

Value$3.5K (-$92)

Filed 2026-10-07

Key Capital Management, Inc

UNCHANGED

Shares148 from 148

Change0 (0%)

Value$2.7K (-$71)

Filed 2026-11-03

Lloyd Advisory Services, Llc.

DECREASED

Shares61 from 899

Change-838 (-93%)

Value$1.1K (-$15.8K)

Filed 2026-11-02

CX Institutional

NEW

Shares52

Change+52

Value$1

Filed 2026-10-02

SBI Securities Co., Ltd.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$460 (-$11)

Filed 2026-10-22

Allspring Global Investments Holdings, LLC

DECREASED

Shares1 from 19

Change-18 (-95%)

Value$23 (-$341)

Filed 2026-11-04

Beacon Financial Group

CLOSED

Shares0 from 35,213

Change-35,213 (-100%)

Value$0 (-$663.9K)

Filed 2026-10-19

Providence First Trust Co

CLOSED

Shares0 from 19,116

Change-19,116 (-100%)

Value$0 (-$360.4K)

Filed 2026-11-02

Tucker Asset Management LLC

CLOSED

Shares0 from 5,410

Change-5,410 (-100%)

Value$0 (-$102.0K)

Filed 2026-10-29

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,058

Change-1,058 (-100%)

Value$0 (-$19.9K)

Filed 2026-11-02

Mascoma Wealth Management LLC

CLOSED

Shares0 from 772

Change-772 (-100%)

Value$0 (-$14.6K)

Filed 2026-10-23

Wagner Wealth Management, LLC

CLOSED

Shares0 from 657

Change-657 (-100%)

Value$0 (-$12.4K)

Filed 2026-10-21

Farther Finance Advisors, LLC

CLOSED

Shares0 from 271

Change-271 (-100%)

Value$0 (-$5.1K)

Filed 2026-10-08

Moisand Fitzgerald Tamayo, LLC

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$887)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 12,394,310

Change-12,394,310 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 8,421,429

Change-8,421,429 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,827,738

Change-3,827,738 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 2,890,767

Change-2,890,767 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,110,286

Change-2,110,286 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,972,353

Change-1,972,353 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,668,435

Change-1,668,435 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 1,018,327

Change-1,018,327 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,001,684

Change-1,001,684 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 942,594

Change-942,594 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 894,818

Change-894,818 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 790,413

Change-790,413 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 562,561

Change-562,561 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 554,003

Change-554,003 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 536,341

Change-536,341 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 491,286

Change-491,286 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 454,135

Change-454,135 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 375,737

Change-375,737 (-100%)

Value—

Stephens Inc

N/A

Shares— from 356,844

Change-356,844 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 344,453

Change-344,453 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 300,136

Change-300,136 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 278,822

Change-278,822 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 275,648

Change-275,648 (-100%)

Value—

&partners

N/A

Shares— from 260,285

Change-260,285 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 230,021

Change-230,021 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 209,657

Change-209,657 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 177,723

Change-177,723 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 138,173

Change-138,173 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 112,995

Change-112,995 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 112,598

Change-112,598 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 89,606

Change-89,606 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 81,579

Change-81,579 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 77,240

Change-77,240 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 71,538

Change-71,538 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 67,206

Change-67,206 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 66,609

Change-66,609 (-100%)

Value—

UBS Group AG

N/A

Shares— from 66,438

Change-66,438 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 63,190

Change-63,190 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 60,652

Change-60,652 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 56,950

Change-56,950 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 54,652

Change-54,652 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 47,935

Change-47,935 (-100%)

Value—

Everest Financial Group LLC

N/A

Shares— from 45,800

Change-45,800 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 44,068

Change-44,068 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 40,830

Change-40,830 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 40,060

Change-40,060 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 40,060

Change-40,060 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 38,682

Change-38,682 (-100%)

Value—

Park Square Financial Group, LLC

N/A

Shares— from 30,839

Change-30,839 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 30,205

Change-30,205 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 29,913

Change-29,913 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 28,488

Change-28,488 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 26,486

Change-26,486 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 26,134

Change-26,134 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 23,801

Change-23,801 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 19,949

Change-19,949 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 19,839

Change-19,839 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 19,184

Change-19,184 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 18,489

Change-18,489 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 17,766

Change-17,766 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 17,456

Change-17,456 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 17,006

Change-17,006 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 14,450

Change-14,450 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 14,150

Change-14,150 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 13,106

Change-13,106 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 13,049

Change-13,049 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 12,313

Change-12,313 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 12,111

Change-12,111 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,011

Change-11,011 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 8,887

Change-8,887 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,744

Change-8,744 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,783

Change-7,783 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 6,907

Change-6,907 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,541

Change-6,541 (-100%)

Value—

NI Acquisitions Company, LLC

N/A

Shares— from 6,025

Change-6,025 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 5,782

Change-5,782 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,871

Change-2,871 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,884

Change-1,884 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 744

Change-744 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 429

Change-429 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 419

Change-419 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 334

Change-334 (-100%)

Value—

	Status
Csenge Advisory Group	DECREASED	1,961,352	2,132,892	-171,540	-8%	$40.2M	$36.0M	-$4.2M	2026-11-04
Truist Financial Corp	INCREASED	1,010,877	1,009,886	+991	+0%	$19.0M	$18.6M	-$461.5K	2026-10-30
Assetmark, Inc	INCREASED	590,379	534,714	+55,665	+10%	$10.1M	$10.9M	+$769.1K	2026-10-21
Cambridge Investment Research Advisors, Inc.	INCREASED	498,391	478,165	+20,226	+4%	$9.0M	$9.2M	+$144.0K	2026-11-02
TCP Asset Management, LLC	INCREASED	327,175	317,321	+9,854	+3%	$6.0M	$6.0M	+$36.9K	2026-10-14
Vaquero Private Wealth, LTD	INCREASED	289,578	289,470	+108	+0%	$5.5M	$5.3M	-$135.5K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	246,853	232,464	+14,389	+6%	$4.4M	$4.5M	+$154.0K	2026-11-02
RFG Advisory, LLC	INCREASED	209,367	176,300	+33,067	+19%	$3.3M	$3.8M	+$524.0K	2026-11-03
Platform Technology Partners	INCREASED	203,413	203,116	+297	+0%	$3.8M	$3.7M	-$91.0K	2026-11-02
Park Avenue Securities LLC	INCREASED	145,534	124,884	+20,650	+17%	$2.4M	$2.7M	+$320.0K	2026-10-26
MGO One Seven LLC	DECREASED	140,168	301,187	-161,019	-53%	$5.7M	$2.6M	-$3.1M	2026-10-28
Kestra Advisory Services, LLC	INCREASED	128,316	97,503	+30,813	+32%	$1.8M	$2.4M	+$520.0K	2026-11-02
Archer Investment Corp	DECREASED	127,105	131,826	-4,721	-4%	$2.5M	$2.3M	-$149.4K	2026-11-05
D.A. Davidson & Co.	DECREASED	125,337	127,687	-2,350	-2%	$2.4M	$2.3M	-$103.8K	2026-10-28
Center for Financial Planning, Inc.	UNCHANGED	124,915	124,915	0	0%	$2.4M	$2.3M	-$59.3K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	120,050	92,380	+27,670	+30%	$1.7M	$2.2M	+$464.7K	2026-10-16
Davenport & Co LLC	DECREASED	117,088	140,244	-23,156	-17%	$2.6M	$2.2M	-$492.2K	2026-10-14
Avior Wealth Management, LLC	DECREASED	105,133	110,548	-5,415	-5%	$2.1M	$1.9M	-$152.0K	2026-10-13
WealthBridge Capital Management, LLC	INCREASED	103,791	96,278	+7,513	+8%	$1.8M	$1.9M	+$92.4K	2026-10-16
Prospera Financial Services Inc	DECREASED	90,307	97,109	-6,802	-7%	$1.8M	$1.7M	-$154.9K	2026-11-04
Accurate Wealth Management, LLC	INCREASED	88,672	88,136	+536	+1%	$1.7M	$1.6M	-$23.6K	2026-10-20
Altium Investment Strategies LLC	UNCHANGED	87,600	87,600	0	0%	$1.7M	$1.6M	-$33.3K	2026-10-20
Bank of New York Mellon Corp	INCREASED	80,059	63,375	+16,684	+26%	$1.2M	$1.5M	+$276.6K	2026-11-05
Insight Advisors, LLC/ PA	DECREASED	78,434	83,722	-5,288	-6%	$1.6M	$1.4M	-$137.0K	2026-10-22
Kestra Private Wealth Services, LLC	DECREASED	70,973	71,566	-593	-1%	$1.3M	$1.3M	-$44.9K	2026-10-30
J.W. Cole Advisors, Inc.	DECREASED	66,516	98,269	-31,753	-32%	$1.9M	$1.2M	-$630.3K	2026-11-05
Atria Investments, Inc	INCREASED	65,986	61,891	+4,095	+7%	$1.2M	$1.2M	+$45.9K	2026-10-15
Balefire, LLC	DECREASED	61,623	68,302	-6,679	-10%	$1.3M	$1.1M	-$155.2K	2026-10-09
Sigma Planning Corp	INCREASED	59,749	59,516	+233	+0%	$1.1M	$1.1M	-$24.0K	2026-10-23
Crusonia Wealth Advisors LLC	DECREASED	56,269	57,722	-1,453	-3%	$1.1M	$1.0M	-$54.1K	2026-10-26
BAM Wealth Management, LLC	INCREASED	49,460	24,159	+25,301	+105%	$455.5K	$909.1K	+$453.6K	2026-10-15
Ashton Thomas Private Wealth, LLC	INCREASED	45,325	39,823	+5,502	+14%	$750.9K	$833.1K	+$82.2K	2026-11-03
Daymark Wealth Partners, LLC	DECREASED	44,782	55,930	-11,148	-20%	$1.1M	$823.1K	-$231.5K	2026-11-04
Oppenheimer & Co Inc	DECREASED	42,302	64,895	-22,593	-35%	$1.2M	$777.5K	-$446.1K	2026-10-26
Wedbush Securities Inc	INCREASED	42,138	40,511	+1,627	+4%	$764.0K	$775.0K	+$11.0K	2026-10-22
Iams Wealth Management, LLC	DECREASED	40,465	52,412	-11,947	-23%	$988.3K	$743.8K	-$244.5K	2026-10-15
Pacific Excel Wealth Advisors, Inc.	NEW	39,528	—	+39,528	—	—	$727.1K	—	2026-10-27
Tsfg, LLC	INCREASED	33,253	20,960	+12,293	+59%	$395.0K	$611.0K	+$216.0K	2026-10-23
Winebrenner Capital Management LLC	DECREASED	30,027	33,623	-3,596	-11%	$634.0K	$551.9K	-$82.1K	2026-10-07
Triumph Capital Management	INCREASED	28,760	22,361	+6,399	+29%	$421.6K	$528.6K	+$107.0K	2026-10-14
Ascent Group, LLC	INCREASED	26,829	26,671	+158	+1%	$502.9K	$493.1K	-$9.8K	2026-10-30
Spire Wealth Management	INCREASED	26,645	25,416	+1,229	+5%	$479.2K	$489.7K	+$10.5K	2026-10-30
Stenger Family Office, LLC	DECREASED	26,413	107,758	-81,345	-75%	$2.0M	$487.6K	-$1.5M	2026-10-22
Private Trust Co NA	INCREASED	26,058	14,469	+11,589	+80%	$272.8K	$478.9K	+$206.1K	2026-10-20
Maia Wealth LLC	DECREASED	24,068	27,815	-3,747	-13%	$524.4K	$442.4K	-$82.1K	2026-10-19
Fifth Third Bancorp	DECREASED	21,866	21,907	-41	0%	$413.1K	$401.9K	-$11.2K	2026-11-05
Perigon Wealth Management, LLC	INCREASED	21,278	17,469	+3,809	+22%	$329.4K	$391.1K	+$61.7K	2026-10-22
Barrett & Company, Inc.	UNCHANGED	20,044	20,044	0	0%	$377.9K	$368.4K	-$9.5K	2026-10-22
Dynamic Advisor Solutions LLC	INCREASED	16,232	14,341	+1,891	+13%	$270.4K	$298.3K	+$27.9K	2026-10-13
Essex Bank	UNCHANGED	15,015	15,015	0	0%	$283.0K	$275.8K	-$7.2K	2026-10-16
Private Client Services, LLC	INCREASED	14,214	11,104	+3,110	+28%	$209.4K	$261.3K	+$51.9K	2026-10-02
Parallel Advisors, LLC	DECREASED	13,516	17,238	-3,722	-22%	$325.0K	$248.4K	-$76.6K	2026-11-03
Capital Investment Advisory Services, LLC	DECREASED	13,140	23,010	-9,870	-43%	$433.9K	$241.3K	-$192.6K	2026-10-30
Milestones Private Investment Advisors LLC	UNCHANGED	12,999	12,999	0	0%	$245.1K	$238.9K	-$6.2K	2026-10-19
Koshinski Asset Management, Inc.	INCREASED	12,175	12,136	+39	+0%	$228.8K	$223.8K	-$5.0K	2026-10-29
Rossby Financial, LCC	INCREASED	11,021	10,907	+114	+1%	$205.7K	$202.6K	-$3.1K	2026-11-05
TrueWealth Advisors, LLC	NEW	10,549	—	+10,549	—	—	$193.9K	—	2026-10-09
US Bancorp \de\	DECREASED	7,215	7,734	-519	-7%	$145.8K	$132.6K	-$13.2K	2026-11-05
Golden State Wealth Management, LLC	DECREASED	4,556	5,305	-749	-14%	$100.0K	$83.7K	-$16.3K	2026-11-02
Pinnacle Bancorp, Inc.	UNCHANGED	3,206	3,206	0	0%	$60.4K	$58.9K	-$1.5K	2026-10-21
Signature Equity Partners, LLC	INCREASED	3,108	152	+2,956	+1945%	$2.9K	$57.1K	+$54.3K	2026-10-29
Jacobi Capital Management LLC	NEW	3,000	—	+3,000	—	—	$55.1K	—	2026-11-05
Creative Financial Designs Inc	INCREASED	2,872	2,851	+21	+1%	$53.8K	$52.8K	-$964	2026-11-04
Lanark Financial, Inc.	UNCHANGED	2,162	2,162	0	0%	$40.8K	$39.7K	-$1.0K	2026-10-26
Compass Financial Management LLC	DECREASED	1,782	3,301	-1,519	-46%	$62.2K	$32.8K	-$29.5K	2026-10-30
Quest 10 Wealth Builders, Inc.	INCREASED	1,392	1,221	+171	+14%	$23.0K	$25.6K	+$2.6K	2026-11-02
Raleigh Capital Management Inc.	DECREASED	1,164	1,581	-417	-26%	$29.8K	$21.4K	-$8.4K	2026-10-28
Tounjian Advisory Partners, LLC	DECREASED	924	1,248	-324	-26%	$23.5K	$17.0K	-$6.5K	2026-11-04
Larson Financial Group LLC	UNCHANGED	800	800	0	0%	$15.1K	$14.7K	-$380	2026-11-05
Silver Grove Financial Group, Inc.	INCREASED	793	39	+754	+1933%	$735	$14.6K	+$13.8K	2026-11-05
Cullen T Bankers, Inc.	INCREASED	397	394	+3	+1%	$7.4K	$7.3K	-$146	2026-10-28
IFP Advisors, Inc	INCREASED	267	246	+21	+9%	$4.6K	$4.9K	+$269	2026-10-16
Gamma Investing LLC	UNCHANGED	259	259	0	0%	$4.9K	$4.8K	-$123	2026-10-08
American National Bank & Trust	UNCHANGED	193	193	0	0%	$3.6K	$3.5K	-$92	2026-10-07
Key Capital Management, Inc	UNCHANGED	148	148	0	0%	$2.8K	$2.7K	-$71	2026-11-03
Lloyd Advisory Services, Llc.	DECREASED	61	899	-838	-93%	$17.0K	$1.1K	-$15.8K	2026-11-02
CX Institutional	NEW	52	—	+52	—	—	$1	—	2026-10-02
SBI Securities Co., Ltd.	UNCHANGED	25	25	0	0%	$471	$460	-$11	2026-10-22
Allspring Global Investments Holdings, LLC	DECREASED	1	19	-18	-95%	$364	$23	-$341	2026-11-04
Beacon Financial Group	CLOSED	0	35,213	-35,213	-100%	$663.9K	$0	-$663.9K	2026-10-19
Providence First Trust Co	CLOSED	0	19,116	-19,116	-100%	$360.4K	$0	-$360.4K	2026-11-02
Tucker Asset Management LLC	CLOSED	0	5,410	-5,410	-100%	$102.0K	$0	-$102.0K	2026-10-29
International Assets Investment Management, LLC	CLOSED	0	1,058	-1,058	-100%	$19.9K	$0	-$19.9K	2026-11-02
Mascoma Wealth Management LLC	CLOSED	0	772	-772	-100%	$14.6K	$0	-$14.6K	2026-10-23
Wagner Wealth Management, LLC	CLOSED	0	657	-657	-100%	$12.4K	$0	-$12.4K	2026-10-21
Farther Finance Advisors, LLC	CLOSED	0	271	-271	-100%	$5.1K	$0	-$5.1K	2026-10-08
Moisand Fitzgerald Tamayo, LLC	CLOSED	0	47	-47	-100%	$887	$0	-$887	2026-10-15
Morgan Stanley	N/A	—	12,394,310	-12,394,310	-100%	$233.7M	—	—	—
LPL Financial LLC	N/A	—	8,421,429	-8,421,429	-100%	$158.8M	—	—	—
Wells Fargo & Company	N/A	—	3,827,738	-3,827,738	-100%	$72.2M	—	—	—
First Trust Advisors LP	N/A	—	2,890,767	-2,890,767	-100%	$54.5M	—	—	—
Royal Bank of Canada	N/A	—	2,110,286	-2,110,286	-100%	$39.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,972,353	-1,972,353	-100%	$37.2M	—	—	—
Ameriprise Financial Inc	N/A	—	1,668,435	-1,668,435	-100%	$31.5M	—	—	—
Stifel Financial Corp	N/A	—	1,018,327	-1,018,327	-100%	$19.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,001,684	-1,001,684	-100%	$18.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	942,594	-942,594	-100%	$17.8M	—	—	—
Cetera Investment Advisers	N/A	—	894,818	-894,818	-100%	$16.9M	—	—	—
Raymond James Financial Inc	N/A	—	790,413	-790,413	-100%	$14.9M	—	—	—
Citadel Advisors LLC	N/A	—	562,561	-562,561	-100%	$10.6M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	554,003	-554,003	-100%	$10.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	536,341	-536,341	-100%	$10.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	491,286	-491,286	-100%	$9.3M	—	—	—
Old Mission Capital LLC	N/A	—	454,135	-454,135	-100%	$8.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	375,737	-375,737	-100%	$7.1M	—	—	—
Stephens Inc	N/A	—	356,844	-356,844	-100%	$6.7M	—	—	—
Kintra Wealth, LLC	N/A	—	344,453	-344,453	-100%	$6.5M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	300,136	-300,136	-100%	$5.7M	—	—	—
IFG Advisory, LLC	N/A	—	278,822	-278,822	-100%	$5.3M	—	—	—
Benjamin Edwards Inc	N/A	—	275,648	-275,648	-100%	$5.2M	—	—	—
&partners	N/A	—	260,285	-260,285	-100%	$4.9M	—	—	—
Arax Advisory Partners	N/A	—	230,021	-230,021	-100%	$4.3M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	209,657	-209,657	-100%	$4.0M	—	—	—
Janney Montgomery Scott LLC	N/A	—	177,723	-177,723	-100%	$3.4M	—	—	—
UBS Asset Management Americas LLC	N/A	—	138,173	-138,173	-100%	$2.6M	—	—	—
MML Investors Services, LLC	N/A	—	112,995	-112,995	-100%	$2.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	112,598	-112,598	-100%	$2.1M	—	—	—
Private Advisor Group, LLC	N/A	—	89,606	-89,606	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	81,579	-81,579	-100%	$1.5M	—	—	—
Rehmann Capital Advisory Group	N/A	—	77,240	-77,240	-100%	$1.5M	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	71,538	-71,538	-100%	$1.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	67,206	-67,206	-100%	$1.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	66,609	-66,609	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	66,438	-66,438	-100%	$1.3M	—	—	—
Harvest Investment Services, LLC	N/A	—	63,190	-63,190	-100%	$1.2M	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	60,652	-60,652	-100%	$1.1M	—	—	—
Continuum Advisory, LLC	N/A	—	56,950	-56,950	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	54,652	-54,652	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	47,935	-47,935	-100%	$903.8K	—	—	—
Everest Financial Group LLC	N/A	—	45,800	-45,800	-100%	$863.6K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	44,068	-44,068	-100%	$830.9K	—	—	—
Mutual Advisors, LLC	N/A	—	40,830	-40,830	-100%	$769.9K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	40,060	-40,060	-100%	$755.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	40,060	-40,060	-100%	$755.3K	—	—	—
AE Wealth Management LLC	N/A	—	38,682	-38,682	-100%	$729.3K	—	—	—
Park Square Financial Group, LLC	N/A	—	30,839	-30,839	-100%	$581.5K	—	—	—
Harbour Investments, Inc.	N/A	—	30,205	-30,205	-100%	$569.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	29,913	-29,913	-100%	$564.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	28,488	-28,488	-100%	$537.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	26,486	-26,486	-100%	$499.4K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	26,134	-26,134	-100%	$492.8K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	23,801	-23,801	-100%	$448.8K	—	—	—
Arkadios Wealth Advisors	N/A	—	19,949	-19,949	-100%	$376.1K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	19,839	-19,839	-100%	$2.9K	—	—	—
Summit Financial, LLC	N/A	—	19,184	-19,184	-100%	$361.7K	—	—	—
World Investment Advisors	N/A	—	18,489	-18,489	-100%	$349.5K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	17,766	-17,766	-100%	$335.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	17,456	-17,456	-100%	$329.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	17,006	-17,006	-100%	$320.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	14,450	-14,450	-100%	$272.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	14,150	-14,150	-100%	$266.8K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	13,106	-13,106	-100%	$247.1K	—	—	—
Sequent Planning LLC	N/A	—	13,049	-13,049	-100%	$246.0K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	12,313	-12,313	-100%	$232.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	12,111	-12,111	-100%	$228.5K	—	—	—
JPMorgan Chase & Co	N/A	—	11,011	-11,011	-100%	$207.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	8,887	-8,887	-100%	$168.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,744	-8,744	-100%	$164.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,783	-7,783	-100%	$146.7K	—	—	—
BFC Planning, Inc.	N/A	—	6,907	-6,907	-100%	$130.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,541	-6,541	-100%	$123.3K	—	—	—
NI Acquisitions Company, LLC	N/A	—	6,025	-6,025	-100%	$113.6K	—	—	—
Synergy Investment Management, LLC	N/A	—	5,782	-5,782	-100%	$109.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,871	-2,871	-100%	$54.1K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,884	-1,884	-100%	$35.5K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	744	-744	-100%	$14.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	429	-429	-100%	$8.1K	—	—	—
Darwin Wealth Management, LLC	N/A	—	419	-419	-100%	$7.9K	—	—	—
Ameriflex Group, Inc.	N/A	—	334	-334	-100%	$6.3K	—	—	—

Showing 169 of 169 institutions