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First Trust Short DUR Manag (FSMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RMR Wealth Builders
INCREASED
Shares1,223,928 from 1,151,454
Change+72,474 (+6%)
Value$23.8M (+$800.1K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares822,217 from 730,841
Change+91,376 (+13%)
Value$16.0M (+$1.4M)
Filed 2026-11-02
PFS Partners, LLC
DECREASED
Shares664,535 from 674,660
Change-10,125 (-1%)
Value$12.9M (-$554.6K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
INCREASED
Shares620,507 from 601,749
Change+18,758 (+3%)
Value$12.1M (+$46.1K)
Filed 2026-10-27
EnRich Financial Partners LLC
DECREASED
Shares436,519 from 440,062
Change-3,543 (-1%)
Value$8.5M (-$302.2K)
Filed 2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED
Shares416,118 from 119,960
Change+296,158 (+247%)
Value$8.1M (+$5.7M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares308,552 from 296,619
Change+11,933 (+4%)
Value$6.0M (+$75.0K)
Filed 2026-11-02
Nilsine Partners, LLC
INCREASED
Shares286,235 from 281,292
Change+4,943 (+2%)
Value$5.6M (-$52.9K)
Filed 2026-11-02
True Blue Financial, LLC
INCREASED
Shares247,082 from 238,019
Change+9,063 (+4%)
Value$4.8M (+$50.2K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares244,161 from 231,493
Change+12,668 (+5%)
Value$4.8M (+$123.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares136,843 from 136,134
Change+709 (+1%)
Value$2.7M (-$58.4K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares131,445 from 133,263
Change-1,818 (-1%)
Value$2.6M (-$106.0K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares116,208 from 99,856
Change+16,352 (+16%)
Value$2.3M (+$265.3K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares114,548 from 121,636
Change-7,088 (-6%)
Value$2.2M (-$202.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares108,299 from 112,127
Change-3,828 (-3%)
Value$2.1M (-$133.9K)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares101,838 from 77,860
Change+23,978 (+31%)
Value$2.0M (+$425.3K)
Filed 2026-11-05
Insight Inv LLC
INCREASED
Shares94,681 from 91,485
Change+3,196 (+3%)
Value$1.8M (+$13.7K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares91,915 from 28,821
Change+63,094 (+219%)
Value$1.8M (+$1.2M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares84,963 from 76,789
Change+8,174 (+11%)
Value$1.7M (+$118.4K)
Filed 2026-11-05
Genesis Private Wealth, LLC
INCREASED
Shares79,943 from 79,646
Change+297 (+0%)
Value$1.6M (-$36.4K)
Filed 2026-11-02
Hobart Private Capital, LLC
DECREASED
Shares78,265 from 86,093
Change-7,828 (-9%)
Value$1.5M (-$198.0K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares73,888 from 48,334
Change+25,554 (+53%)
Value$1.4M (+$471.7K)
Filed 2026-10-30
Moneco Advisors, LLC
NEW
Shares73,788
Change+73,788
Value$1.4M
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares69,160 from 66,358
Change+2,802 (+4%)
Value$1.3M (+$19.4K)
Filed 2026-11-05
Avaii Wealth Management, LLC
INCREASED
Shares55,320 from 54,126
Change+1,194 (+2%)
Value$1.1M (-$2.1K)
Filed 2026-10-09
James Investment Research, Inc.
UNCHANGED
Shares42,880 from 42,880
Change0 (0%)
Value$834.4K (-$22.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
UNCHANGED
Shares40,125 from 40,125
Change0 (0%)
Value$780.8K (-$21.3K)
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares38,761 from 519,295
Change-480,534 (-93%)
Value$754.3K (-$9.6M)
Filed 2026-10-29
Vested Financial Planning, LLC
NEW
Shares35,773
Change+35,773
Value$696.1K
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares35,126 from 37,500
Change-2,374 (-6%)
Value$683.6K (-$66.1K)
Filed 2026-10-22
Trust Co of Oklahoma
UNCHANGED
Shares33,343 from 33,343
Change0 (0%)
Value$648.9K (-$17.7K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares33,211 from 33,229
Change-18 (0%)
Value$646.3K (-$18.0K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares32,972 from 31,717
Change+1,255 (+4%)
Value$641.6K (+$7.6K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares29,870 from 29,870
Change0 (0%)
Value$581.3K (-$15.8K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares28,627 from 35,627
Change-7,000 (-20%)
Value$557.1K (-$155.1K)
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
DECREASED
Shares27,748 from 27,768
Change-20 (0%)
Value$545.4K (-$10.0K)
Filed 2026-10-21
One Plus One Wealth Management, LLC
UNCHANGED
Shares21,119 from 21,119
Change0 (0%)
Value$411.0K (-$11.2K)
Filed 2026-10-16
Evolution Wealth Management Inc.
INCREASED
Shares20,332 from 1,640
Change+18,692 (+1140%)
Value$395.7K (+$362.9K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares19,020 from 18,302
Change+718 (+4%)
Value$370.1K (+$4.3K)
Filed 2026-10-08
WealthCare Investment Partners, LLC
INCREASED
Shares17,098 from 16,252
Change+846 (+5%)
Value$332.7K (+$7.9K)
Filed 2026-11-05
Keystone Wealth Services, LLC
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$319.9K (-$10.0K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares16,164 from 30,142
Change-13,978 (-46%)
Value$314.6K (-$288.0K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares15,760 from 14,403
Change+1,357 (+9%)
Value$306.7K (+$18.8K)
Filed 2026-10-22
Novem Group
DECREASED
Shares15,650 from 16,900
Change-1,250 (-7%)
Value$304.5K (-$33.3K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares14,890 from 38,832
Change-23,942 (-62%)
Value$289.8K (-$486.5K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED
Shares12,706 from 12,706
Change0 (0%)
Value$247.3K (-$6.7K)
Filed 2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares12,573 from 12,573
Change0 (0%)
Value$251.3K ($0)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares12,453 from 12,453
Change0 (0%)
Value$242.3K (-$6.6K)
Filed 2026-10-28
Certified Advisory Corp
UNCHANGED
Shares12,400 from 12,400
Change0 (0%)
Value$241.3K (-$6.6K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares11,850 from 19,450
Change-7,600 (-39%)
Value$230.6K (-$158.2K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,698 from 7,846
Change+3,852 (+49%)
Value$227.6K (+$70.8K)
Filed 2026-11-03
Financial Enhancement Group LLC
UNCHANGED
Shares11,498 from 11,498
Change0 (0%)
Value$223.6K (-$6.2K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,666 from 12,853
Change-2,187 (-17%)
Value$207.6K (-$49.4K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares10,278 from 10,278
Change0 (0%)
Value$200.0K (-$5.4K)
Filed 2026-10-14
Atria Investments, Inc
NEW
Shares10,212
Change+10,212
Value$198.7K
Filed 2026-10-15
LVZ, Inc.
UNCHANGED
Shares10,053 from 10,053
Change0 (0%)
Value$195.6K (-$5.3K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares5,253
Change+5,253
Value$102.0K
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares3,732 from 3,407
Change+325 (+10%)
Value$72.6K (+$4.5K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$54 (-$54.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares2,319 from 7,433
Change-5,114 (-69%)
Value$45.1K (-$103.5K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares1,610 from 10,920
Change-9,310 (-85%)
Value$31.3K (-$187.0K)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares1,198 from 1,188
Change+10 (+1%)
Value$23.3K (-$441)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$22.1K (-$602)
Filed 2026-10-20
CX Institutional
INCREASED
Shares517 from 513
Change+4 (+1%)
Value$10 ($0)
Filed 2026-10-02
Parallel Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.9K (-$106)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares29 from 30
Change-1 (-3%)
Value$567 (-$37)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 69,922
Change-69,922 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Prospera Financial Services Inc
CLOSED
Shares0 from 49,457
Change-49,457 (-100%)
Value$0 (-$988.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 15,013
Change-15,013 (-100%)
Value$0 (-$300.1K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 12,017
Change-12,017 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-08
EdgeRock Capital LLC
CLOSED
Shares0 from 10,592
Change-10,592 (-100%)
Value$0 (-$211.7K)
Filed 2026-11-03
Advisory Resource Group
CLOSED
Shares0 from 10,280
Change-10,280 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 4,104
Change-4,104 (-100%)
Value$0 (-$82.0K)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$60.0K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 5,246,393
Change-5,246,393 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,496,609
Change-2,496,609 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 896,202
Change-896,202 (-100%)
Value—
UBS Group AG
N/A
Shares— from 713,289
Change-713,289 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 701,965
Change-701,965 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 657,968
Change-657,968 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 593,655
Change-593,655 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 523,415
Change-523,415 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 511,049
Change-511,049 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 447,272
Change-447,272 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 418,603
Change-418,603 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 389,403
Change-389,403 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 357,852
Change-357,852 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 354,639
Change-354,639 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 314,616
Change-314,616 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 297,628
Change-297,628 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 283,413
Change-283,413 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 248,150
Change-248,150 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 221,365
Change-221,365 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 200,133
Change-200,133 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 176,814
Change-176,814 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 158,133
Change-158,133 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 133,130
Change-133,130 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 122,620
Change-122,620 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 108,917
Change-108,917 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 103,456
Change-103,456 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 101,268
Change-101,268 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 92,068
Change-92,068 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 88,077
Change-88,077 (-100%)
Value—
Stephens Inc
N/A
Shares— from 81,821
Change-81,821 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 76,789
Change-76,789 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 63,793
Change-63,793 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 63,393
Change-63,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 53,824
Change-53,824 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 53,421
Change-53,421 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 47,755
Change-47,755 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 46,210
Change-46,210 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 45,214
Change-45,214 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 36,797
Change-36,797 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 32,353
Change-32,353 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 31,491
Change-31,491 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,104
Change-29,104 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,513
Change-24,513 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,445
Change-24,445 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,129
Change-24,129 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 23,542
Change-23,542 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,407
Change-22,407 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,039
Change-22,039 (-100%)
Value—
&partners
N/A
Shares— from 20,234
Change-20,234 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 17,626
Change-17,626 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17,345
Change-17,345 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,883
Change-16,883 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,427
Change-14,427 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,201
Change-12,201 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 10,730
Change-10,730 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,342
Change-10,342 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 920
Change-920 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Status
RMR Wealth Builders
INCREASED1,223,9281,151,454+72,474+6%$23.0M$23.8M+$800.1K2026-10-22
Commonwealth Equity Services, LLC
INCREASED822,217730,841+91,376+13%$14.6M$16.0M+$1.4M2026-11-02
PFS Partners, LLC
DECREASED664,535674,660-10,125-1%$13.5M$12.9M-$554.6K2026-10-21
Vaquero Private Wealth, LTD
INCREASED620,507601,749+18,758+3%$12.0M$12.1M+$46.1K2026-10-27
EnRich Financial Partners LLC
DECREASED436,519440,062-3,543-1%$8.8M$8.5M-$302.2K2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED416,118119,960+296,158+247%$2.4M$8.1M+$5.7M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED308,552296,619+11,933+4%$5.9M$6.0M+$75.0K2026-11-02
Nilsine Partners, LLC
INCREASED286,235281,292+4,943+2%$5.6M$5.6M-$52.9K2026-11-02
True Blue Financial, LLC
INCREASED247,082238,019+9,063+4%$4.8M$4.8M+$50.2K2026-10-15
Principle Wealth Partners LLC
INCREASED244,161231,493+12,668+5%$4.6M$4.8M+$123.8K2026-11-02
IFP Advisors, Inc
INCREASED136,843136,134+709+1%$2.7M$2.7M-$58.4K2026-10-16
RFG Advisory, LLC
DECREASED131,445133,263-1,818-1%$2.7M$2.6M-$106.0K2026-11-03
MGO One Seven LLC
INCREASED116,20899,856+16,352+16%$2.0M$2.3M+$265.3K2026-10-28
Kestra Advisory Services, LLC
DECREASED114,548121,636-7,088-6%$2.4M$2.2M-$202.4K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED108,299112,127-3,828-3%$2.2M$2.1M-$133.9K2026-10-13
Fifth Third Bancorp
INCREASED101,83877,860+23,978+31%$1.6M$2.0M+$425.3K2026-11-05
Insight Inv LLC
INCREASED94,68191,485+3,196+3%$1.8M$1.8M+$13.7K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED91,91528,821+63,094+219%$576.4K$1.8M+$1.2M2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED84,96376,789+8,174+11%$1.5M$1.7M+$118.4K2026-11-05
Genesis Private Wealth, LLC
INCREASED79,94379,646+297+0%$1.6M$1.6M-$36.4K2026-11-02
Hobart Private Capital, LLC
DECREASED78,26586,093-7,828-9%$1.7M$1.5M-$198.0K2026-10-19
Truist Financial Corp
INCREASED73,88848,334+25,554+53%$966.2K$1.4M+$471.7K2026-10-30
Moneco Advisors, LLC
NEW73,788—+73,788——$1.4M—2026-11-05
Occidental Asset Management, LLC
INCREASED69,16066,358+2,802+4%$1.3M$1.3M+$19.4K2026-11-05
Avaii Wealth Management, LLC
INCREASED55,32054,126+1,194+2%$1.1M$1.1M-$2.1K2026-10-09
James Investment Research, Inc.
UNCHANGED42,88042,88000%$857.2K$834.4K-$22.7K2026-10-22
Concurrent Investment Advisors, LLC
UNCHANGED40,12540,12500%$802.1K$780.8K-$21.3K2026-10-16
XML Financial, LLC
DECREASED38,761519,295-480,534-93%$10.4M$754.3K-$9.6M2026-10-29
Vested Financial Planning, LLC
NEW35,773—+35,773——$696.1K—2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
DECREASED35,12637,500-2,374-6%$749.6K$683.6K-$66.1K2026-10-22
Trust Co of Oklahoma
UNCHANGED33,34333,34300%$666.5K$648.9K-$17.7K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED33,21133,229-180%$664.3K$646.3K-$18.0K2026-10-30
Daymark Wealth Partners, LLC
INCREASED32,97231,717+1,255+4%$634.0K$641.6K+$7.6K2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED29,87029,87000%$597.1K$581.3K-$15.8K2026-10-09
D.A. Davidson & Co.
DECREASED28,62735,627-7,000-20%$712.2K$557.1K-$155.1K2026-10-28
Foster Victor Wealth Advisors, LLC
DECREASED27,74827,768-200%$555.4K$545.4K-$10.0K2026-10-21
One Plus One Wealth Management, LLC
UNCHANGED21,11921,11900%$422.2K$411.0K-$11.2K2026-10-16
Evolution Wealth Management Inc.
INCREASED20,3321,640+18,692+1140%$32.8K$395.7K+$362.9K2026-10-28
Farther Finance Advisors, LLC
INCREASED19,02018,302+718+4%$365.9K$370.1K+$4.3K2026-10-08
WealthCare Investment Partners, LLC
INCREASED17,09816,252+846+5%$324.9K$332.7K+$7.9K2026-11-05
Keystone Wealth Services, LLC
UNCHANGED16,50016,50000%$329.8K$319.9K-$10.0K2026-11-03
Sigma Planning Corp
DECREASED16,16430,142-13,978-46%$602.5K$314.6K-$288.0K2026-10-23
Brookstone Capital Management
INCREASED15,76014,403+1,357+9%$287.9K$306.7K+$18.8K2026-10-22
Novem Group
DECREASED15,65016,900-1,250-7%$337.8K$304.5K-$33.3K2026-10-19
Sowell Financial Services LLC
DECREASED14,89038,832-23,942-62%$776.3K$289.8K-$486.5K2026-10-23
Cannon Financial Strategists, Inc.
UNCHANGED12,70612,70600%$254.0K$247.3K-$6.7K2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED12,57312,57300%$251.3K$251.3K$02026-11-03
Chilton Capital Management LLC
UNCHANGED12,45312,45300%$248.9K$242.3K-$6.6K2026-10-28
Certified Advisory Corp
UNCHANGED12,40012,40000%$247.9K$241.3K-$6.6K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED11,85019,450-7,600-39%$388.8K$230.6K-$158.2K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED11,6987,846+3,852+49%$156.8K$227.6K+$70.8K2026-11-03
Financial Enhancement Group LLC
UNCHANGED11,49811,49800%$229.8K$223.6K-$6.2K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED10,66612,853-2,187-17%$256.9K$207.6K-$49.4K2026-10-20
Patriot Financial Group Insurance Agency, LLC
UNCHANGED10,27810,27800%$205.5K$200.0K-$5.4K2026-10-14
Atria Investments, Inc
NEW10,212—+10,212——$198.7K—2026-10-15
LVZ, Inc.
UNCHANGED10,05310,05300%$201.0K$195.6K-$5.3K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW5,253—+5,253——$102.0K—2026-10-14
US Bancorp \de\
INCREASED3,7323,407+325+10%$68.1K$72.6K+$4.5K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED2,7502,75000%$55.0K$54-$54.9K2026-11-04
Pinnacle Bancorp, Inc.
DECREASED2,3197,433-5,114-69%$148.6K$45.1K-$103.5K2026-10-21
Lanark Financial, Inc.
DECREASED1,61010,920-9,310-85%$218.3K$31.3K-$187.0K2026-10-26
Golden State Wealth Management, LLC
INCREASED1,1981,188+10+1%$23.8K$23.3K-$4412026-11-02
Private Trust Co NA
UNCHANGED1,1361,13600%$22.7K$22.1K-$6022026-10-20
CX Institutional
INCREASED517513+4+1%$10$10$02026-10-02
Parallel Advisors, LLC
UNCHANGED20020000%$4.0K$3.9K-$1062026-11-03
Larson Financial Group LLC
DECREASED2930-1-3%$604$567-$372026-11-05
Arbor Capital Management Inc
CLOSED069,922-69,922-100%$1.4M$0-$1.4M2026-10-21
Prospera Financial Services Inc
CLOSED049,457-49,457-100%$988.6K$0-$988.6K2026-11-04
International Assets Investment Management, LLC
CLOSED015,013-15,013-100%$300.1K$0-$300.1K2026-11-02
CoreCap Advisors, LLC
CLOSED012,017-12,017-100%$240.2K$0-$240.2K2026-10-08
EdgeRock Capital LLC
CLOSED010,592-10,592-100%$211.7K$0-$211.7K2026-11-03
Advisory Resource Group
CLOSED010,280-10,280-100%$205.5K$0-$205.5K2026-10-26
Tucker Asset Management LLC
CLOSED04,104-4,104-100%$82.0K$0-$82.0K2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED03,000-3,000-100%$60.0K$0-$60.0K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED0269-269-100%$5.4K$0-$5.4K2026-10-26
Morgan Stanley
N/A—5,246,393-5,246,393-100%$104.9M———
LPL Financial LLC
N/A—2,496,609-2,496,609-100%$49.9M———
HighTower Advisors, LLC
N/A—896,202-896,202-100%$17.9M———
UBS Group AG
N/A—713,289-713,289-100%$14.3M———
Waverly Advisors, LLC
N/A—701,965-701,965-100%$14.0M———
Raymond James Financial Inc
N/A—657,968-657,968-100%$13.2M———
Cetera Investment Advisers
N/A—593,655-593,655-100%$11.9M———
Rockefeller Capital Management L.P.
N/A—523,415-523,415-100%$10.5M———
NewEdge Advisors, LLC
N/A—511,049-511,049-100%$10.2M———
Osaic Holdings, Inc.
N/A—447,272-447,272-100%$8.9M———
Wells Fargo & Company
N/A—418,603-418,603-100%$8.4M———
Envestnet Asset Management Inc
N/A—389,403-389,403-100%$7.8M———
Francis Financial, Inc.
N/A—357,852-357,852-100%$7.2M———
Royal Bank of Canada
N/A—354,639-354,639-100%$7.1M———
Per Stirling Capital Management, Llc.
N/A—314,616-314,616-100%$6.3M———
JPMorgan Chase & Co
N/A—297,628-297,628-100%$5.9M———
Allworth Financial LP
N/A—283,413-283,413-100%$5.7M———
Condor Capital Management
N/A—248,150-248,150-100%$5.0M———
Stifel Financial Corp
N/A—221,365-221,365-100%$4.4M———
Jane Street Group, LLC
N/A—200,133-200,133-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—176,814-176,814-100%$3.5M———
MML Investors Services, LLC
N/A—158,133-158,133-100%$3.2M———
Elequin Capital, LP
N/A—133,130-133,130-100%$2.7M———
Cary Street Partners Financial LLC
N/A—122,620-122,620-100%$2.5M———
Sanctuary Advisors, LLC
N/A—108,917-108,917-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—103,456-103,456-100%$2.1M———
Orion Porfolio Solutions, LLC
N/A—101,268-101,268-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—92,068-92,068-100%$1.8M———
Equitable Holdings, Inc.
N/A—88,077-88,077-100%$1.8M———
Stephens Inc
N/A—81,821-81,821-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—76,789-76,789-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—63,793-63,793-100%$1.3M———
Mutual Advisors, LLC
N/A—63,393-63,393-100%$1.3M———
Private Advisor Group, LLC
N/A—53,824-53,824-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—53,421-53,421-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—47,755-47,755-100%$954.6K———
Castle Wealth Management LLC
N/A—46,210-46,210-100%$923.7K———
FSB Premier Wealth Management, Inc.
N/A—45,214-45,214-100%$903.8K———
Keating Financial Advisory Services, Inc.
N/A—36,797-36,797-100%$735.6K———
Norris Financial Group, LLC
N/A—32,353-32,353-100%$646.7K———
Eldridge Investment Advisors, Inc.
N/A—31,491-31,491-100%$629.5K———
Capital Financial Group Inc\co\
N/A—31,165-31,165-100%$623.0K———
IHT Wealth Management, LLC
N/A—29,104-29,104-100%$581.8K———
Harbour Investments, Inc.
N/A—24,513-24,513-100%$490.0K———
Susquehanna International Group, LLP
N/A—24,445-24,445-100%$488.7K———
GeoWealth Management, LLC
N/A—24,129-24,129-100%$482.3K———
Summit Wealth Partners, LLC
N/A—23,542-23,542-100%$470.6K———
World Investment Advisors
N/A—22,407-22,407-100%$447.2K———
OneDigital Investment Advisors LLC
N/A—22,039-22,039-100%$440.6K———
&partners
N/A—20,234-20,234-100%$404.5K———
Uniting Wealth Partners, LLC
N/A—17,626-17,626-100%$352.3K———
Coppell Advisory Solutions LLC
N/A—17,345-17,345-100%$20.7K———
Benjamin Edwards Inc
N/A—17,258-17,258-100%$345.0K———
AE Wealth Management LLC
N/A—16,883-16,883-100%$337.5K———
Janney Montgomery Scott LLC
N/A—14,711-14,711-100%$294.0K———
Arkadios Wealth Advisors
N/A—14,427-14,427-100%$288.4K———
Snowden Capital Advisors LLC
N/A—14,091-14,091-100%$281.7K———
Capital Analysts, LLC
N/A—13,417-13,417-100%$268.0K———
Integrated Wealth Concepts LLC
N/A—12,630-12,630-100%$252.5K———
Goldman Sachs Group Inc
N/A—12,201-12,201-100%$243.9K———
Crux Wealth Advisors
N/A—11,663-11,663-100%$233.1K———
Alta Wealth Advisors LLC
N/A—10,730-10,730-100%$214.5K———
IFG Advisory, LLC
N/A—10,342-10,342-100%$206.7K———
JPL Wealth Management, LLC
N/A—6,767-6,767-100%$135.3K———
Front Row Advisors LLC
N/A—5,000-5,000-100%$99.8K———
Glen Eagle Advisors, LLC
N/A—4,003-4,003-100%$80.0K———
Bank of Montreal
N/A—920-920-100%$18.2K———
Tidemark, LLC
N/A—756-756-100%$15.1K———
Showing 143 of 143 institutions