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First Trust Nasdaq Artificia (ROBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Biltmore Family Office, LLC
DECREASED
Shares200,349 from 200,992
Change-643 (0%)
Value$11.9M (+$559.4K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares194,803 from 199,181
Change-4,378 (-2%)
Value$11.5M (+$332.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares130,956 from 146,278
Change-15,322 (-10%)
Value$7.8M (-$473.0K)
Filed 2026-11-02
Rockport Wealth LLC
DECREASED
Shares126,059 from 157,442
Change-31,383 (-20%)
Value$7.5M (-$1.4M)
Filed 2026-11-03
IronBridge Private Wealth, LLC
INCREASED
Shares74,616 from 63,208
Change+11,408 (+18%)
Value$4.4M (+$863.6K)
Filed 2026-11-03
Able Financial Group, LLC
INCREASED
Shares60,048 from 55,097
Change+4,951 (+9%)
Value$3.6M (+$457.1K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares48,342 from 47,731
Change+611 (+1%)
Value$2.9M (+$178.1K)
Filed 2026-11-02
Atlas Private Wealth Advisors
DECREASED
Shares38,672 from 58,496
Change-19,824 (-34%)
Value$2.3M (-$1.0M)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares30,976 from 31,519
Change-543 (-2%)
Value$1.8M (+$61.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares23,757 from 26,600
Change-2,843 (-11%)
Value$1.4M (-$89.3K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares20,755 from 19,227
Change+1,528 (+8%)
Value$1.2M (+$147.7K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares20,315 from 22,862
Change-2,547 (-11%)
Value$1.2M (-$82.9K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares17,498 from 45,787
Change-28,289 (-62%)
Value$1.0M (-$1.5M)
Filed 2026-10-28
WealthCare Investment Partners, LLC
INCREASED
Shares14,935 from 13,502
Change+1,433 (+11%)
Value$884.6K (+$125.0K)
Filed 2026-11-05
KFG Wealth Management, LLC
INCREASED
Shares14,157 from 13,370
Change+787 (+6%)
Value$838.5K (+$86.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares13,968 from 13,768
Change+200 (+1%)
Value$833.5K (+$52.5K)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares13,914 from 12,966
Change+948 (+7%)
Value$824.1K (+$94.7K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares13,417 from 11,994
Change+1,423 (+12%)
Value$794.7K (+$119.9K)
Filed 2026-10-23
Cottage Street Advisors LLC
INCREASED
Shares13,077 from 7,424
Change+5,653 (+76%)
Value$774.6K (+$356.9K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares12,412 from 12,112
Change+300 (+2%)
Value$735.2K (+$53.8K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares11,623 from 10,141
Change+1,482 (+15%)
Value$688.5K (+$117.9K)
Filed 2026-10-13
Creative Planning
UNCHANGED
Shares9,936 from 9,936
Change0 (0%)
Value$588.5K (+$29.5K)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares9,417 from 9,661
Change-244 (-3%)
Value$557.8K (+$14.3K)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares8,940 from 9,010
Change-70 (-1%)
Value$529.5K (+$22.6K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares8,584 from 8,416
Change+168 (+2%)
Value$508.4K (+$35.0K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
UNCHANGED
Shares8,173 from 8,173
Change0 (0%)
Value$484.1K (+$24.3K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares7,790 from 6,445
Change+1,345 (+21%)
Value$461.4K (+$98.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,653 from 4,138
Change+2,515 (+61%)
Value$393.7K (+$161.3K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares6,284 from 6,184
Change+100 (+2%)
Value$372.2K (+$24.3K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
UNCHANGED
Shares6,267 from 6,267
Change0 (0%)
Value$371.2K (+$18.6K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
UNCHANGED
Shares6,061 from 6,061
Change0 (0%)
Value$345.4K (+$11.9K)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares5,864 from 5,314
Change+550 (+10%)
Value$347.3K (+$48.4K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares5,616 from 3,907
Change+1,709 (+44%)
Value$332.7K (+$112.8K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares5,464 from 5,874
Change-410 (-7%)
Value$324.0K (-$6.0K)
Filed 2026-10-22
Virtus Family Office LLC
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$322.8K (+$16.2K)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares5,301 from 4,550
Change+751 (+17%)
Value$314.0K (+$58.0K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares5,280 from 6,397
Change-1,117 (-17%)
Value$312.8K (-$47.1K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares5,073 from 5,644
Change-571 (-10%)
Value$300.5K (-$17.0K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares4,883 from 3,956
Change+927 (+23%)
Value$289.2K (+$66.7K)
Filed 2026-10-21
Peterson Wealth Advisors, LLC
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$288.3K (+$14.5K)
Filed 2026-10-08
JBR Co Financial Management Inc
UNCHANGED
Shares4,598 from 4,598
Change0 (0%)
Value$260.8K (+$2.1K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares4,586 from 4,695
Change-109 (-2%)
Value$271.7K (+$7.5K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$269.5K (+$13.5K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares4,499 from 4,525
Change-26 (-1%)
Value$267.0K (+$12.0K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares4,271 from 4,871
Change-600 (-12%)
Value$238.4K (-$35.6K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$249.7K (+$12.5K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares3,386
Change+3,386
Value$200.6K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares2,800 from 2,700
Change+100 (+4%)
Value$165.9K (+$14.0K)
Filed 2026-11-02
Richardson Capital Management LLC
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$91.6K (+$4.6K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares1,359 from 1,452
Change-93 (-6%)
Value$80.5K (-$1.2K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares1,294 from 1,284
Change+10 (+1%)
Value$76.6K (+$4.4K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares1,192 from 957
Change+235 (+25%)
Value$70.6K (+$16.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares1,101 from 1,080
Change+21 (+2%)
Value$65.2K (+$4.5K)
Filed 2026-10-08
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$63.8K (+$3.2K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$48 (-$45.0K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$46.6K (+$2.3K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$30.0K (+$1.5K)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.6K (+$1.5K)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.4K (+$1.3K)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$29.3K (+$1.5K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$25.2K (+$1.3K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares424
Change+424
Value$25.1K
Filed 2026-10-21
Gen-Wealth Partners Inc
INCREASED
Shares404 from 301
Change+103 (+34%)
Value$23.9K (+$7.0K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$23.4K (+$1.2K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$22.0K (+$1.1K)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares366
Change+366
Value$21.7K
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$16.4K (+$823)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$15.3K (+$767)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$15.3K (+$767)
Filed 2026-10-20
Centerpoint Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$15 (-$14.0K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares229
Change+229
Value$14
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$13.6K (+$680)
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.8K (+$595)
Filed 2026-10-28
IMG Wealth Management, Inc.
DECREASED
Shares174 from 225
Change-51 (-23%)
Value$10.3K (-$2.4K)
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$9.2K (+$461)
Filed 2026-10-08
Accordant Advisory Group Inc
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$8.9K (+$449)
Filed 2026-10-29
Country Trust Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.9K (+$446)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.9K (+$445)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares141 from 199
Change-58 (-29%)
Value$8.4K (-$2.8K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$7.8K (+$393)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
NEW
Shares124
Change+124
Value$7.3K
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.6K (+$178)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares50 from 54
Change-4 (-7%)
Value$3.0K (-$77)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.1K (+$104)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$264
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$59 (+$3)
Filed 2026-10-29
Avestar Capital, LLC
CLOSED
Shares0 from 37,400
Change-37,400 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
CPR Investments Inc.
CLOSED
Shares0 from 15,693
Change-15,693 (-100%)
Value$0 (-$882.9K)
Filed 2026-10-26
Five Pine Wealth Management
CLOSED
Shares0 from 3,696
Change-3,696 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 2,656
Change-2,656 (-100%)
Value$0 (-$149.4K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-29
Kroeger Financial Partners
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 896,246
Change-896,246 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 635,762
Change-635,762 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 509,032
Change-509,032 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 349,492
Change-349,492 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 285,440
Change-285,440 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 255,673
Change-255,673 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 208,600
Change-208,600 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 201,585
Change-201,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 191,463
Change-191,463 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 158,860
Change-158,860 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 91,075
Change-91,075 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 88,790
Change-88,790 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 79,338
Change-79,338 (-100%)
Value—
UBS Group AG
N/A
Shares— from 77,708
Change-77,708 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 70,341
Change-70,341 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 63,541
Change-63,541 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 63,186
Change-63,186 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 60,222
Change-60,222 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 55,896
Change-55,896 (-100%)
Value—
&partners
N/A
Shares— from 46,908
Change-46,908 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 46,128
Change-46,128 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38,478
Change-38,478 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,541
Change-31,541 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,529
Change-28,529 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 27,460
Change-27,460 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 25,495
Change-25,495 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,575
Change-24,575 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,208
Change-24,208 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,654
Change-20,654 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,860
Change-18,860 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,243
Change-18,243 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,616
Change-13,616 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 13,269
Change-13,269 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,637
Change-7,637 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 6,326
Change-6,326 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 616
Change-616 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 420
Change-420 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Main Management LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 182
Change-182 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 162
Change-162 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 108
Change-108 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89
Change-89 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 50
Change-50 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Biltmore Family Office, LLC
DECREASED200,349200,992-6430%$11.3M$11.9M+$559.4K2026-11-03
Truist Financial Corp
DECREASED194,803199,181-4,378-2%$11.2M$11.5M+$332.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED130,956146,278-15,322-10%$8.2M$7.8M-$473.0K2026-11-02
Rockport Wealth LLC
DECREASED126,059157,442-31,383-20%$8.9M$7.5M-$1.4M2026-11-03
IronBridge Private Wealth, LLC
INCREASED74,61663,208+11,408+18%$3.6M$4.4M+$863.6K2026-11-03
Able Financial Group, LLC
INCREASED60,04855,097+4,951+9%$3.1M$3.6M+$457.1K2026-10-14
Kestra Advisory Services, LLC
INCREASED48,34247,731+611+1%$2.7M$2.9M+$178.1K2026-11-02
Atlas Private Wealth Advisors
DECREASED38,67258,496-19,824-34%$3.3M$2.3M-$1.0M2026-10-23
Capital Investment Advisory Services, LLC
DECREASED30,97631,519-543-2%$1.8M$1.8M+$61.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED23,75726,600-2,843-11%$1.5M$1.4M-$89.3K2026-11-02
RFG Advisory, LLC
INCREASED20,75519,227+1,528+8%$1.1M$1.2M+$147.7K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED20,31522,862-2,547-11%$1.3M$1.2M-$82.9K2026-10-16
D.A. Davidson & Co.
DECREASED17,49845,787-28,289-62%$2.6M$1.0M-$1.5M2026-10-28
WealthCare Investment Partners, LLC
INCREASED14,93513,502+1,433+11%$759.6K$884.6K+$125.0K2026-11-05
KFG Wealth Management, LLC
INCREASED14,15713,370+787+6%$752.2K$838.5K+$86.4K2026-10-16
International Assets Investment Management, LLC
INCREASED13,96813,768+200+1%$781.0K$833.5K+$52.5K2026-11-02
Certuity, LLC
INCREASED13,91412,966+948+7%$729.4K$824.1K+$94.7K2026-11-02
Apollon Financial, LLC
INCREASED13,41711,994+1,423+12%$674.8K$794.7K+$119.9K2026-10-23
Cottage Street Advisors LLC
INCREASED13,0777,424+5,653+76%$417.7K$774.6K+$356.9K2026-10-19
EPG Wealth Management LLC
INCREASED12,41212,112+300+2%$681.4K$735.2K+$53.8K2026-11-03
Independent Financial Group, LLC
INCREASED11,62310,141+1,482+15%$570.5K$688.5K+$117.9K2026-10-13
Creative Planning
UNCHANGED9,9369,93600%$559.0K$588.5K+$29.5K2026-11-02
Retirement Planning Group, LLC
DECREASED9,4179,661-244-3%$543.5K$557.8K+$14.3K2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED8,9409,010-70-1%$506.9K$529.5K+$22.6K2026-10-28
Choreo, LLC
INCREASED8,5848,416+168+2%$473.5K$508.4K+$35.0K2026-10-28
Acorn Financial Advisory Services Inc
UNCHANGED8,1738,17300%$459.8K$484.1K+$24.3K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED7,7906,445+1,345+21%$362.6K$461.4K+$98.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED6,6534,138+2,515+61%$232.4K$393.7K+$161.3K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED6,2846,184+100+2%$347.9K$372.2K+$24.3K2026-11-05
Gerald Baker Financial Group LLC
UNCHANGED6,2676,26700%$352.6K$371.2K+$18.6K2026-10-09
Kraft, Davis & Associates, LLC
UNCHANGED6,0616,06100%$333.5K$345.4K+$11.9K2026-10-21
Accel Wealth Management
INCREASED5,8645,314+550+10%$299.0K$347.3K+$48.4K2026-10-13
Brookstone Capital Management
INCREASED5,6163,907+1,709+44%$219.8K$332.7K+$112.8K2026-10-22
Wedbush Securities Inc
DECREASED5,4645,874-410-7%$330.0K$324.0K-$6.0K2026-10-22
Virtus Family Office LLC
UNCHANGED5,4495,44900%$306.6K$322.8K+$16.2K2026-10-30
Pinnacle Associates LTD
INCREASED5,3014,550+751+17%$256.0K$314.0K+$58.0K2026-10-20
Lanark Financial, Inc.
DECREASED5,2806,397-1,117-17%$359.9K$312.8K-$47.1K2026-10-26
Atria Investments, Inc
DECREASED5,0735,644-571-10%$317.5K$300.5K-$17.0K2026-10-15
Magnus Financial Group LLC
INCREASED4,8833,956+927+23%$222.6K$289.2K+$66.7K2026-10-21
Peterson Wealth Advisors, LLC
UNCHANGED4,8664,86600%$273.8K$288.3K+$14.5K2026-10-08
JBR Co Financial Management Inc
UNCHANGED4,5984,59800%$258.7K$260.8K+$2.1K2026-10-13
Sigma Planning Corp
DECREASED4,5864,695-109-2%$264.2K$271.7K+$7.5K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED4,5504,55000%$256.0K$269.5K+$13.5K2026-10-23
Park Avenue Securities LLC
DECREASED4,4994,525-26-1%$255.0K$267.0K+$12.0K2026-10-26
Prospera Financial Services Inc
DECREASED4,2714,871-600-12%$274.0K$238.4K-$35.6K2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED4,2154,21500%$237.1K$249.7K+$12.5K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW3,386—+3,386——$200.6K—2026-10-27
Golden State Wealth Management, LLC
INCREASED2,8002,700+100+4%$151.9K$165.9K+$14.0K2026-11-02
Richardson Capital Management LLC
UNCHANGED1,5461,54600%$87.0K$91.6K+$4.6K2026-10-23
IFP Advisors, Inc
DECREASED1,3591,452-93-6%$81.7K$80.5K-$1.2K2026-10-16
US Bancorp \de\
INCREASED1,2941,284+10+1%$72.2K$76.6K+$4.4K2026-11-05
SBI Securities Co., Ltd.
INCREASED1,192957+235+25%$53.8K$70.6K+$16.8K2026-10-22
CoreCap Advisors, LLC
INCREASED1,1011,080+21+2%$60.8K$65.2K+$4.5K2026-10-08
New England Capital Financial Advisors LLC
UNCHANGED1,0781,07800%$60.6K$63.8K+$3.2K2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED80080000%$45.0K$48-$45.0K2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED78778700%$44.3K$46.6K+$2.3K2026-11-03
Elevation Wealth Partners, LLC
UNCHANGED50750700%$28.5K$30.0K+$1.5K2026-10-07
Bfsg, LLC
UNCHANGED50050000%$28.1K$29.6K+$1.5K2026-10-30
Manchester Capital Management LLC
UNCHANGED50050000%$28.1K$29.4K+$1.3K2026-10-22
Fifth Third Bancorp
UNCHANGED49549500%$27.8K$29.3K+$1.5K2026-11-05
Barrett & Company, Inc.
UNCHANGED42542500%$23.9K$25.2K+$1.3K2026-10-22
Root Financial Partners, LLC
NEW424—+424——$25.1K—2026-10-21
Gen-Wealth Partners Inc
INCREASED404301+103+34%$16.9K$23.9K+$7.0K2026-11-04
Larson Financial Group LLC
UNCHANGED39539500%$22.2K$23.4K+$1.2K2026-11-05
Asset Dedication, LLC
UNCHANGED37237200%$20.9K$22.0K+$1.1K2026-11-03
Signature Equity Partners, LLC
NEW366—+366——$21.7K—2026-10-29
Rossby Financial, LCC
UNCHANGED27727700%$15.6K$16.4K+$8232026-11-05
Parkside Financial Bank & Trust
UNCHANGED25825800%$14.5K$15.3K+$7672026-10-27
Private Trust Co NA
UNCHANGED25825800%$14.5K$15.3K+$7672026-10-20
Centerpoint Advisors, LLC
UNCHANGED25025000%$14.0K$15-$14.0K2026-11-05
Polaris Financial Partners
NEW229—+229——$14—2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED22922900%$12.9K$13.6K+$6802026-10-27
American Capital Advisory, LLC
UNCHANGED20020000%$11.3K$11.8K+$5952026-10-28
IMG Wealth Management, Inc.
DECREASED174225-51-23%$12.7K$10.3K-$2.4K2026-10-27
Toth Financial Advisory Corp
UNCHANGED15515500%$8.7K$9.2K+$4612026-10-08
Accordant Advisory Group Inc
UNCHANGED15115100%$8.5K$8.9K+$4492026-10-29
Country Trust Bank
UNCHANGED15015000%$8.4K$8.9K+$4462026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED15015000%$8.4K$8.9K+$4452026-10-14
Farther Finance Advisors, LLC
DECREASED141199-58-29%$11.2K$8.4K-$2.8K2026-10-08
Financial Network Wealth Advisors LLC
UNCHANGED13213200%$7.4K$7.8K+$3932026-10-28
Wilmington Savings Fund Society, FSB
NEW124—+124——$7.3K—2026-10-23
Downshift Financial, LLC
UNCHANGED606000%$3.4K$3.6K+$1782026-10-13
Creative Financial Designs Inc
DECREASED5054-4-7%$3.0K$3.0K-$772026-11-04
Concord Wealth Partners
UNCHANGED353500%$2.0K$2.1K+$1042026-11-02
Blue Trust, Inc.
NEW4—+4——$264—2026-10-15
Blue Bell Private Wealth Management, LLC
UNCHANGED1100%$56$59+$32026-10-29
Avestar Capital, LLC
CLOSED037,400-37,400-100%$2.1M$0-$2.1M2026-10-28
CPR Investments Inc.
CLOSED015,693-15,693-100%$882.9K$0-$882.9K2026-10-26
Five Pine Wealth Management
CLOSED03,696-3,696-100%$207.9K$0-$207.9K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED02,656-2,656-100%$149.4K$0-$149.4K2026-10-29
Tucker Asset Management LLC
CLOSED0196-196-100%$11.0K$0-$11.0K2026-10-29
Kroeger Financial Partners
CLOSED0119-119-100%$6.7K$0-$6.7K2026-10-19
Simplex Trading, LLC
CLOSED019-19-100%$1.1K$0-$1.1K2026-11-04
LPL Financial LLC
N/A—896,246-896,246-100%$50.4M———
Morgan Stanley
N/A—635,762-635,762-100%$35.8M———
Bank of America Corp
N/A—509,032-509,032-100%$28.6M———
Wells Fargo & Company
N/A—349,492-349,492-100%$19.7M———
Envestnet Asset Management Inc
N/A—285,440-285,440-100%$16.1M———
Ameriprise Financial Inc
N/A—255,673-255,673-100%$14.4M———
Royal Bank of Canada
N/A—208,600-208,600-100%$11.7M———
Raymond James Financial Inc
N/A—201,585-201,585-100%$11.3M———
Osaic Holdings, Inc.
N/A—191,463-191,463-100%$10.8M———
Baird Financial Group, Inc.
N/A—158,860-158,860-100%$8.9M———
Stifel Financial Corp
N/A—91,075-91,075-100%$5.1M———
Janney Montgomery Scott LLC
N/A—88,790-88,790-100%$5.0M———
Cetera Investment Advisers
N/A—79,338-79,338-100%$4.5M———
UBS Group AG
N/A—77,708-77,708-100%$4.4M———
Susquehanna International Group, LLP
N/A—70,341-70,341-100%$4.0M———
Granite Bay Wealth Management, LLC
N/A—63,541-63,541-100%$3.6M———
Jaffetilchin Investment Partners, LLC
N/A—63,186-63,186-100%$3.6M———
Benjamin Edwards Inc
N/A—60,222-60,222-100%$3.4M———
Banco Santander, S.A.
N/A—55,896-55,896-100%$3.1M———
&partners
N/A—46,908-46,908-100%$2.6M———
MML Investors Services, LLC
N/A—46,128-46,128-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—38,478-38,478-100%$2.2M———
Belpointe Asset Management LLC
N/A—31,541-31,541-100%$1.8M———
Gateway Wealth Partners, LLC
N/A—28,529-28,529-100%$1.6M———
Hancock Prospecting Pty Ltd
N/A—27,460-27,460-100%$1.5M———
Sargent Investment Group, LLC
N/A—25,495-25,495-100%$1.4M———
NewEdge Advisors, LLC
N/A—24,575-24,575-100%$1.4M———
Arkadios Wealth Advisors
N/A—24,208-24,208-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—20,654-20,654-100%$1.2M———
Harbour Investments, Inc.
N/A—18,860-18,860-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—18,243-18,243-100%$1.0M———
Private Advisor Group, LLC
N/A—14,255-14,255-100%$802.0K———
Kovack Advisors, Inc.
N/A—13,616-13,616-100%$772.4K———
Twin Peaks Wealth Advisors, LLC
N/A—13,269-13,269-100%$746.5K———
Main Street Financial Solutions, LLC
N/A—12,323-12,323-100%$693.3K———
OneDigital Investment Advisors LLC
N/A—11,755-11,755-100%$661.3K———
Jane Street Group, LLC
N/A—11,657-11,657-100%$655.8K———
Proactive Wealth Strategies LLC
N/A—9,866-9,866-100%$555.1K———
Level Four Advisory Services, LLC
N/A—9,598-9,598-100%$540.0K———
Plotkin Financial Advisors, LLC
N/A—8,918-8,918-100%$501.7K———
Silver OAK Securities, Incorporated
N/A—8,531-8,531-100%$480.0K———
Bessemer Group Inc
N/A—8,095-8,095-100%$455.0K———
Mercer Global Advisors Inc
N/A—7,688-7,688-100%$432.5K———
Western Wealth Management, LLC
N/A—7,637-7,637-100%$429.7K———
Great Valley Advisor Group, Inc.
N/A—7,481-7,481-100%$420.4K———
Rockefeller Capital Management L.P.
N/A—7,126-7,126-100%$401.0K———
Mariner, LLC
N/A—7,063-7,063-100%$397.4K———
Summit Financial, LLC
N/A—6,880-6,880-100%$387.1K———
Pinnacle Financial Partners, Inc.
N/A—6,370-6,370-100%$358.4K———
Authentikos Wealth Advisory, LLC
N/A—6,326-6,326-100%$355.9K———
Goldman Sachs Group Inc
N/A—6,195-6,195-100%$348.5K———
Pursue Wealth Partners LLC
N/A—6,000-6,000-100%$337.6K———
EP Wealth Advisors, LLC
N/A—5,861-5,861-100%$329.7K———
HighPoint Advisor Group LLC
N/A—5,733-5,733-100%$322.5K———
Kingsview Wealth Management, LLC
N/A—5,266-5,266-100%$296.3K———
Equitable Holdings, Inc.
N/A—4,787-4,787-100%$269.3K———
PFG Investments, LLC
N/A—4,605-4,605-100%$259.1K———
Sanctuary Advisors, LLC
N/A—4,129-4,129-100%$232.3K———
MAI Capital Management
N/A—4,035-4,035-100%$227.0K———
IEQ Capital, LLC
N/A—4,000-4,000-100%$225.0K———
HighTower Advisors, LLC
N/A—3,827-3,827-100%$215.3K———
Steward Partners Investment Advisory, LLC
N/A—3,670-3,670-100%$206.5K———
AE Wealth Management LLC
N/A—2,577-2,577-100%$145.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,000-2,000-100%$112.5K———
Front Row Advisors LLC
N/A—1,563-1,563-100%$93.0K———
IFG Advisory, LLC
N/A—1,423-1,423-100%$80.0K———
Graney & King, LLC
N/A—1,159-1,159-100%$65.2K———
FMR LLC
N/A—1,063-1,063-100%$59.8K———
PNC Financial Services Group, Inc.
N/A—1,000-1,000-100%$56.3K———
Ameriflex Group, Inc.
N/A—722-722-100%$40.6K———
Community Bank, N.A.
N/A—705-705-100%$39.7K———
Huntington National Bank
N/A—616-616-100%$34.7K———
Medallion Wealth Advisors, LLC
N/A—575-575-100%$32.3K———
Global Retirement Partners, LLC
N/A—555-555-100%$31.2K———
Allied Private Wealth LLC
N/A—530-530-100%$29.3K———
Federation des caisses Desjardins du Quebec
N/A—420-420-100%$23.6K———
Fourth Dimension Wealth, LLC
N/A—400-400-100%$22.5K———
Main Management LLC
N/A—342-342-100%$19———
Dunhill Financial, LLC
N/A—294-294-100%$16.6K———
BFC Planning, Inc.
N/A—280-280-100%$15.7K———
TD Capital Management LLC
N/A—275-275-100%$15.5K———
Keating Financial Advisory Services, Inc.
N/A—243-243-100%$13.7K———
Aptus Capital Advisors, LLC
N/A—201-201-100%$11.3K———
Bank of Montreal
N/A—200-200-100%$11.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—182-182-100%$10.2K———
Coston, McIsaac & Partners
N/A—162-162-100%$9———
Kiker Wealth Management, LLC
N/A—113-113-100%$6.4K———
Roble, Belko & Company, Inc
N/A—108-108-100%$6———
Jones Financial Companies Lllp
N/A—89-89-100%$4.8K———
Fortis Group Advisors, LLC
N/A—83-83-100%$4.7K———
Clearstead Advisors, LLC
N/A—62-62-100%$3.5K———
Bernard Wealth Management Corp.
N/A—50-50-100%$2.8K———
O'shaughnessy Asset Management, LLC
N/A—50-50-100%$2.8K———
Darwin Wealth Management, LLC
N/A—49-49-100%$2.8K———
Ameritas Investment Partners, Inc.
N/A—45-45-100%$2.5K———
Game Plan Financial Advisors, LLC
N/A—25-25-100%$1.4K———
Mcguire Capital Advisors Inc
N/A—23-23-100%$1.3K———
FWL Investment Management, LLC
N/A—15-15-100%$844———
Cordant, Inc.
N/A—10-10-100%$563———
Measured Wealth Private Client Group, LLC
N/A—00—$3———
Showing 193 of 193 institutions