FT Energy Income ETF (EIPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

DECREASED

Shares1,246,366 from 1,284,660

Change-38,294 (-3%)

Value$26.5M (-$1.5M)

Filed 2026-11-06

Arvest Investments, Inc.

INCREASED

Shares643,564 from 610,463

Change+33,101 (+5%)

Value$13.7M (+$369.0K)

Filed 2026-10-21

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares298,896 from 301,151

Change-2,255 (-1%)

Value$6.4M (-$214.0K)

Filed 2026-11-02

HB Wealth Management, LLC

UNCHANGED

Shares208,232 from 208,232

Change0 (0%)

Value$4.4M (-$114.5K)

Filed 2026-10-23

Triad Wealth Partners, LLC

INCREASED

Shares195,325 from 186,543

Change+8,782 (+5%)

Value$4.2M (-$3.3K)

Filed 2026-10-26

Paller Financial Services Inc

DECREASED

Shares172,119 from 173,202

Change-1,083 (-1%)

Value$3.7M (-$118.3K)

Filed 2026-10-13

Retirement Planning Co of New England, Inc.

DECREASED

Shares144,132 from 146,441

Change-2,309 (-2%)

Value$3.1M (-$129.7K)

Filed 2026-10-15

Cambridge Advisors Inc.

DECREASED

Shares137,948 from 142,258

Change-4,310 (-3%)

Value$2.9M (-$170.0K)

Filed 2026-10-19

Nottingham Advisors, Inc.

DECREASED

Shares136,051 from 140,901

Change-4,850 (-3%)

Value$2.9M (-$237.8K)

Filed 2026-10-29

NWF Advisory Services Inc.

DECREASED

Shares135,989 from 136,989

Change-1,000 (-1%)

Value$2.9M (-$96.6K)

Filed 2026-10-19

Sowell Financial Services LLC

DECREASED

Shares107,648 from 133,949

Change-26,301 (-20%)

Value$2.3M (-$633.6K)

Filed 2026-10-23

Community Bank, N.A.

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$2.1M (-$56.0K)

Filed 2026-11-06

Kestra Advisory Services, LLC

DECREASED

Shares94,526 from 94,728

Change-202 (0%)

Value$2.0M (-$56.4K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares93,647 from 77,672

Change+15,975 (+21%)

Value$2.0M (+$297.4K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares89,198 from 85,686

Change+3,512 (+4%)

Value$2.0M (+$72.3K)

Filed 2026-10-13

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares84,836 from 84,836

Change0 (0%)

Value$1.8M (-$46.7K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares73,849 from 73,415

Change+434 (+1%)

Value$1.6M (-$31.1K)

Filed 2026-11-02

Mystic Asset Management, Inc.

DECREASED

Shares73,608 from 75,778

Change-2,170 (-3%)

Value$1.6M (-$87.9K)

Filed 2026-10-15

Altfest L J & Co Inc

DECREASED

Shares73,400 from 73,640

Change-240 (0%)

Value$1.6M (-$45.6K)

Filed 2026-10-27

D.A. Davidson & Co.

DECREASED

Shares66,460 from 67,747

Change-1,287 (-2%)

Value$1.4M (-$64.6K)

Filed 2026-10-28

Winebrenner Capital Management LLC

DECREASED

Shares66,101 from 77,193

Change-11,092 (-14%)

Value$1.4M (-$278.6K)

Filed 2026-10-07

Magnus Financial Group LLC

INCREASED

Shares60,917 from 60,865

Change+52 (+0%)

Value$1.3M (-$32.4K)

Filed 2026-10-21

CoreCap Advisors, LLC

INCREASED

Shares60,075 from 58,745

Change+1,330 (+2%)

Value$1.3M (-$4.0K)

Filed 2026-10-08

Legacy Financial Independent Advisors LLC

DECREASED

Shares50,798 from 54,170

Change-3,372 (-6%)

Value$1.1M (-$101.6K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares47,581 from 49,089

Change-1,508 (-3%)

Value$1.0M (-$59.1K)

Filed 2026-10-28

Oppenheimer & Co Inc

DECREASED

Shares42,571 from 45,991

Change-3,420 (-7%)

Value$906.3K (-$98.1K)

Filed 2026-10-26

Formidable Asset Management, LLC

DECREASED

Shares42,186 from 46,894

Change-4,708 (-10%)

Value$921.3K (-$133.3K)

Filed 2026-11-03

Elevation Point Wealth Partners, LLC

INCREASED

Shares40,552 from 12,000

Change+28,552 (+238%)

Value$863.4K (+$601.3K)

Filed 2026-11-05

Wespac Advisors, LLC

DECREASED

Shares30,388 from 30,507

Change-119 (0%)

Value$647.0K (-$19.3K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares27,522 from 23,255

Change+4,267 (+18%)

Value$586.0K (+$78.1K)

Filed 2026-10-16

Koshinski Asset Management, Inc.

DECREASED

Shares24,563 from 24,931

Change-368 (-1%)

Value$523.0K (-$21.5K)

Filed 2026-10-29

Brookstone Capital Management

DECREASED

Shares23,847 from 23,927

Change-80 (0%)

Value$507.7K (-$14.9K)

Filed 2026-10-22

Puff Wealth Management, LLC

INCREASED

Shares22,346 from 22,030

Change+316 (+1%)

Value$475.8K (-$5.4K)

Filed 2026-10-07

Fifth Third Bancorp

DECREASED

Shares19,973 from 20,007

Change-34 (0%)

Value$425.2K (-$11.7K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

INCREASED

Shares18,249 from 18,135

Change+114 (+1%)

Value$388.5K (-$7.5K)

Filed 2026-11-04

International Assets Investment Management, LLC

DECREASED

Shares17,811 from 20,793

Change-2,982 (-14%)

Value$381.9K (-$67.3K)

Filed 2026-11-02

Armor Investment Advisors, LLC

DECREASED

Shares17,428 from 17,889

Change-461 (-3%)

Value$371.0K (-$19.7K)

Filed 2026-10-27

Fiduciary Alliance LLC

UNCHANGED

Shares16,857 from 16,857

Change0 (0%)

Value$358.9K (-$9.3K)

Filed 2026-10-13

Capital Advisors Wealth Management, LLC

INCREASED

Shares15,355 from 15,097

Change+258 (+2%)

Value$326.9K (-$2.8K)

Filed 2026-10-09

Prospera Financial Services Inc

DECREASED

Shares14,792 from 15,803

Change-1,011 (-6%)

Value$340.2K (-$4.9K)

Filed 2026-11-04

Fairman Group, LLC

UNCHANGED

Shares13,749 from 13,749

Change0 (0%)

Value$292.7K (-$7.6K)

Filed 2026-10-26

Sigma Planning Corp

DECREASED

Shares13,519 from 15,285

Change-1,766 (-12%)

Value$287.8K (-$46.0K)

Filed 2026-10-23

Financial Network Wealth Advisors LLC

DECREASED

Shares12,429 from 12,851

Change-422 (-3%)

Value$264.6K (-$16.1K)

Filed 2026-10-28

Alessandra Capital Management, LLC

INCREASED

Shares11,910 from 10,210

Change+1,700 (+17%)

Value$253.6K (+$30.6K)

Filed 2026-10-30

Kestra Private Wealth Services, LLC

DECREASED

Shares11,542 from 12,647

Change-1,105 (-9%)

Value$245.7K (-$30.5K)

Filed 2026-11-06

B. Riley Wealth Advisors, Inc.

INCREASED

Shares11,233 from 11,123

Change+110 (+1%)

Value$239.1K (-$5.2K)

Filed 2026-10-13

Stegent Equity Advisors, Inc.

UNCHANGED

Shares10,906 from 10,906

Change0 (0%)

Value$232.2K (-$6.0K)

Filed 2026-10-13

INCREASED

Shares10,721 from 10,542

Change+179 (+2%)

Value$228.3K (-$2.0K)

Filed 2026-10-23

Whitener Capital Management, Inc.

DECREASED

Shares10,582 from 13,170

Change-2,588 (-20%)

Value$225.3K (-$62.3K)

Filed 2026-10-15

Nations Financial Group Inc,

INCREASED

Shares10,217 from 9,998

Change+219 (+2%)

Value$217.5K (-$835)

Filed 2026-11-05

Truist Financial Corp

DECREASED

Shares9,950 from 9,974

Change-24 (0%)

Value$211.8K (-$6.0K)

Filed 2026-10-30

Lanark Financial, Inc.

INCREASED

Shares8,659 from 8,423

Change+236 (+3%)

Value$184.4K (+$389)

Filed 2026-10-26

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares7,260 from 7,260

Change0 (0%)

Value$154.6K (-$4.0K)

Filed 2026-11-03

West Branch Capital LLC

UNCHANGED

Shares5,911 from 5,911

Change0 (0%)

Value$125.8K (-$3.3K)

Filed 2026-10-20

Thompson Investment Management, Inc.

UNCHANGED

Shares4,575 from 4,575

Change0 (0%)

Value$97.4K (-$2.5K)

Filed 2026-10-14

Tounjian Advisory Partners, LLC

INCREASED

Shares3,813 from 3,749

Change+64 (+2%)

Value$81.2K (-$699)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

INCREASED

Shares3,082 from 3,080

Change+2 (+0%)

Value$65.6K (-$1.7K)

Filed 2026-10-30

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares2,979 from 2,979

Change0 (0%)

Value$11.1K (-$21.0K)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares2,880 from 2,880

Change0 (0%)

Value$61.3K (-$1.6K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares2,864 from 2,864

Change0 (0%)

Value$61.0K (-$1.6K)

Filed 2026-10-16

Farther Finance Advisors, LLC

UNCHANGED

Shares2,694 from 2,694

Change0 (0%)

Value$57.4K (-$1.5K)

Filed 2026-10-08

Holos Integrated Wealth LLC

INCREASED

Shares2,615 from 2,607

Change+8 (+0%)

Value$58.1K (+$329)

Filed 2026-10-23

Daytona Street Capital LLC

NEW

Shares2,490

Change+2,490

Value$54.4K

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares2,485 from 2,485

Change0 (0%)

Value$54.3K ($0)

Filed 2026-11-06

Gamma Investing LLC

NEW

Shares1,672

Change+1,672

Value$35.6K

Filed 2026-10-08

Bokf, NA

UNCHANGED

Shares1,624 from 1,624

Change0 (0%)

Value$34.6K (-$893)

Filed 2026-10-27

Spire Wealth Management

DECREASED

Shares1,358 from 3,672

Change-2,314 (-63%)

Value$28.9K (-$51.3K)

Filed 2026-10-30

Jacobi Capital Management LLC

NEW

Shares1,281

Change+1,281

Value$27.3K

Filed 2026-11-05

First Bancorp, Inc

UNCHANGED

Shares1,205 from 1,205

Change0 (0%)

Value$25.7K (-$663)

Filed 2026-10-26

Assetmark, Inc

INCREASED

Shares1,203 from 1,059

Change+144 (+14%)

Value$25.6K (+$2.5K)

Filed 2026-10-21

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares1,005 from 1,005

Change0 (0%)

Value$21.4K (-$553)

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares906

Change+906

Value$19.3K

Filed 2026-10-27

Princeton Global Asset Management LLC

UNCHANGED

Shares790 from 790

Change0 (0%)

Value$16.8K (-$435)

Filed 2026-10-21

Harbor Investment Advisory, LLC

UNCHANGED

Shares785 from 785

Change0 (0%)

Value$16.7K (-$431)

Filed 2026-10-13

Salomon & Ludwin, LLC

UNCHANGED

Shares704 from 704

Change0 (0%)

Value$15.0K (-$218)

Filed 2026-10-29

Creative Financial Designs Inc

NEW

Shares579

Change+579

Value$12.3K

Filed 2026-11-04

Pinnacle Bancorp, Inc.

UNCHANGED

Shares312 from 312

Change0 (0%)

Value$6.6K (-$172)

Filed 2026-10-21

RMG Wealth Management LLC

NEW

Shares264

Change+264

Value$5.9K

Filed 2026-10-26

JFS Wealth Advisors, LLC

UNCHANGED

Shares156 from 156

Change0 (0%)

Value$3.3K (-$86)

Filed 2026-11-03

Buck Wealth Strategies, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3.2K (-$82)

Filed 2026-10-28

Centerpoint Advisors, LLC

NEW

Shares135

Change+135

Value$3

Filed 2026-11-05

SBI Securities Co., Ltd.

DECREASED

Shares111 from 174

Change-63 (-36%)

Value$2.4K (-$1.4K)

Filed 2026-10-22

Simplex Trading, LLC

DECREASED

Shares81 from 120

Change-39 (-32%)

Value$1.7K (-$896)

Filed 2026-11-04

Compass Wealth Management LLC

NEW

Shares44

Change+44

Value$937

Filed 2026-10-22

Russell Investments Group, Ltd.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$85 (-$2)

Filed 2026-11-06

Inscription Capital, LLC

CLOSED

Shares0 from 28,078

Change-28,078 (-100%)

Value$0 (-$613.2K)

Filed 2026-11-02

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 1,189

Change-1,189 (-100%)

Value$0 (-$26.0K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 572

Change-572 (-100%)

Value$0 (-$12.5K)

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 528

Change-528 (-100%)

Value$0 (-$11.5K)

Filed 2026-11-06

Signaturefd, LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$568)

Filed 2026-10-23

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$20)

Filed 2026-10-26

Morgan Stanley

N/A

Shares— from 2,766,909

Change-2,766,909 (-100%)

Value—

Arvest Bank Trust Division

N/A

Shares— from 1,760,193

Change-1,760,193 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 1,023,734

Change-1,023,734 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 917,037

Change-917,037 (-100%)

Value—

UBS Group AG

N/A

Shares— from 886,810

Change-886,810 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 809,233

Change-809,233 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 727,590

Change-727,590 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 683,567

Change-683,567 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 444,159

Change-444,159 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 319,994

Change-319,994 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 275,480

Change-275,480 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 215,192

Change-215,192 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 154,621

Change-154,621 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 147,894

Change-147,894 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 124,882

Change-124,882 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 103,840

Change-103,840 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 87,974

Change-87,974 (-100%)

Value—

OneAscent Family Office, LLC

N/A

Shares— from 83,379

Change-83,379 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 73,129

Change-73,129 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 69,473

Change-69,473 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 63,170

Change-63,170 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 53,307

Change-53,307 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 51,380

Change-51,380 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 49,996

Change-49,996 (-100%)

Value—

Chevy Chase Trust Holdings, LLC

N/A

Shares— from 48,449

Change-48,449 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 47,998

Change-47,998 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 43,936

Change-43,936 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 43,910

Change-43,910 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 42,554

Change-42,554 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 41,071

Change-41,071 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 39,530

Change-39,530 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 39,167

Change-39,167 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 34,322

Change-34,322 (-100%)

Value—

Latash Investments, LLC

N/A

Shares— from 32,168

Change-32,168 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 30,624

Change-30,624 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 30,234

Change-30,234 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 28,286

Change-28,286 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 26,292

Change-26,292 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 25,843

Change-25,843 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,471

Change-24,471 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 22,865

Change-22,865 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 20,385

Change-20,385 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 20,079

Change-20,079 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,798

Change-19,798 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 18,735

Change-18,735 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 18,243

Change-18,243 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 17,960

Change-17,960 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 17,615

Change-17,615 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 16,578

Change-16,578 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 15,553

Change-15,553 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 15,553

Change-15,553 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 15,016

Change-15,016 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 14,433

Change-14,433 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 12,958

Change-12,958 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 12,413

Change-12,413 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 12,248

Change-12,248 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 11,790

Change-11,790 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 10,685

Change-10,685 (-100%)

Value—

Schnieders Capital Management, Llc.

N/A

Shares— from 10,186

Change-10,186 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,824

Change-9,824 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 9,578

Change-9,578 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 9,410

Change-9,410 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 6,949

Change-6,949 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 5,468

Change-5,468 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 4,858

Change-4,858 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 4,849

Change-4,849 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 2,557

Change-2,557 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,063

Change-2,063 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,514

Change-1,514 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 869

Change-869 (-100%)

Value—

Rogco, LP

N/A

Shares— from 795

Change-795 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 627

Change-627 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 541

Change-541 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 490

Change-490 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 400

Change-400 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 262

Change-262 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	1,246,366	1,284,660	-38,294	-3%	$28.1M	$26.5M	-$1.5M	2026-11-06
Arvest Investments, Inc.	INCREASED	643,564	610,463	+33,101	+5%	$13.3M	$13.7M	+$369.0K	2026-10-21
Cambridge Investment Research Advisors, Inc.	DECREASED	298,896	301,151	-2,255	-1%	$6.6M	$6.4M	-$214.0K	2026-11-02
HB Wealth Management, LLC	UNCHANGED	208,232	208,232	0	0%	$4.5M	$4.4M	-$114.5K	2026-10-23
Triad Wealth Partners, LLC	INCREASED	195,325	186,543	+8,782	+5%	$4.2M	$4.2M	-$3.3K	2026-10-26
Paller Financial Services Inc	DECREASED	172,119	173,202	-1,083	-1%	$3.8M	$3.7M	-$118.3K	2026-10-13
Retirement Planning Co of New England, Inc.	DECREASED	144,132	146,441	-2,309	-2%	$3.2M	$3.1M	-$129.7K	2026-10-15
Cambridge Advisors Inc.	DECREASED	137,948	142,258	-4,310	-3%	$3.1M	$2.9M	-$170.0K	2026-10-19
Nottingham Advisors, Inc.	DECREASED	136,051	140,901	-4,850	-3%	$3.2M	$2.9M	-$237.8K	2026-10-29
NWF Advisory Services Inc.	DECREASED	135,989	136,989	-1,000	-1%	$3.0M	$2.9M	-$96.6K	2026-10-19
Sowell Financial Services LLC	DECREASED	107,648	133,949	-26,301	-20%	$2.9M	$2.3M	-$633.6K	2026-10-23
Community Bank, N.A.	UNCHANGED	100,000	100,000	0	0%	$2.2M	$2.1M	-$56.0K	2026-11-06
Kestra Advisory Services, LLC	DECREASED	94,526	94,728	-202	0%	$2.1M	$2.0M	-$56.4K	2026-11-02
Bank of New York Mellon Corp	INCREASED	93,647	77,672	+15,975	+21%	$1.7M	$2.0M	+$297.4K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	89,198	85,686	+3,512	+4%	$1.9M	$2.0M	+$72.3K	2026-10-13
Kingswood Wealth Advisors, LLC	UNCHANGED	84,836	84,836	0	0%	$1.9M	$1.8M	-$46.7K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	73,849	73,415	+434	+1%	$1.6M	$1.6M	-$31.1K	2026-11-02
Mystic Asset Management, Inc.	DECREASED	73,608	75,778	-2,170	-3%	$1.7M	$1.6M	-$87.9K	2026-10-15
Altfest L J & Co Inc	DECREASED	73,400	73,640	-240	0%	$1.6M	$1.6M	-$45.6K	2026-10-27
D.A. Davidson & Co.	DECREASED	66,460	67,747	-1,287	-2%	$1.5M	$1.4M	-$64.6K	2026-10-28
Winebrenner Capital Management LLC	DECREASED	66,101	77,193	-11,092	-14%	$1.7M	$1.4M	-$278.6K	2026-10-07
Magnus Financial Group LLC	INCREASED	60,917	60,865	+52	+0%	$1.3M	$1.3M	-$32.4K	2026-10-21
CoreCap Advisors, LLC	INCREASED	60,075	58,745	+1,330	+2%	$1.3M	$1.3M	-$4.0K	2026-10-08
Legacy Financial Independent Advisors LLC	DECREASED	50,798	54,170	-3,372	-6%	$1.2M	$1.1M	-$101.6K	2026-11-02
MGO One Seven LLC	DECREASED	47,581	49,089	-1,508	-3%	$1.1M	$1.0M	-$59.1K	2026-10-28
Oppenheimer & Co Inc	DECREASED	42,571	45,991	-3,420	-7%	$1.0M	$906.3K	-$98.1K	2026-10-26
Formidable Asset Management, LLC	DECREASED	42,186	46,894	-4,708	-10%	$1.1M	$921.3K	-$133.3K	2026-11-03
Elevation Point Wealth Partners, LLC	INCREASED	40,552	12,000	+28,552	+238%	$262.1K	$863.4K	+$601.3K	2026-11-05
Wespac Advisors, LLC	DECREASED	30,388	30,507	-119	0%	$666.3K	$647.0K	-$19.3K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	27,522	23,255	+4,267	+18%	$507.9K	$586.0K	+$78.1K	2026-10-16
Koshinski Asset Management, Inc.	DECREASED	24,563	24,931	-368	-1%	$544.5K	$523.0K	-$21.5K	2026-10-29
Brookstone Capital Management	DECREASED	23,847	23,927	-80	0%	$522.6K	$507.7K	-$14.9K	2026-10-22
Puff Wealth Management, LLC	INCREASED	22,346	22,030	+316	+1%	$481.1K	$475.8K	-$5.4K	2026-10-07
Fifth Third Bancorp	DECREASED	19,973	20,007	-34	0%	$437.0K	$425.2K	-$11.7K	2026-11-05
Closed-End Fund Advisors, Inc.	INCREASED	18,249	18,135	+114	+1%	$396.1K	$388.5K	-$7.5K	2026-11-04
International Assets Investment Management, LLC	DECREASED	17,811	20,793	-2,982	-14%	$449.1K	$381.9K	-$67.3K	2026-11-02
Armor Investment Advisors, LLC	DECREASED	17,428	17,889	-461	-3%	$390.7K	$371.0K	-$19.7K	2026-10-27
Fiduciary Alliance LLC	UNCHANGED	16,857	16,857	0	0%	$368.2K	$358.9K	-$9.3K	2026-10-13
Capital Advisors Wealth Management, LLC	INCREASED	15,355	15,097	+258	+2%	$329.7K	$326.9K	-$2.8K	2026-10-09
Prospera Financial Services Inc	DECREASED	14,792	15,803	-1,011	-6%	$345.1K	$340.2K	-$4.9K	2026-11-04
Fairman Group, LLC	UNCHANGED	13,749	13,749	0	0%	$300.3K	$292.7K	-$7.6K	2026-10-26
Sigma Planning Corp	DECREASED	13,519	15,285	-1,766	-12%	$333.8K	$287.8K	-$46.0K	2026-10-23
Financial Network Wealth Advisors LLC	DECREASED	12,429	12,851	-422	-3%	$280.7K	$264.6K	-$16.1K	2026-10-28
Alessandra Capital Management, LLC	INCREASED	11,910	10,210	+1,700	+17%	$223.0K	$253.6K	+$30.6K	2026-10-30
Kestra Private Wealth Services, LLC	DECREASED	11,542	12,647	-1,105	-9%	$276.2K	$245.7K	-$30.5K	2026-11-06
B. Riley Wealth Advisors, Inc.	INCREASED	11,233	11,123	+110	+1%	$244.4K	$239.1K	-$5.2K	2026-10-13
Stegent Equity Advisors, Inc.	UNCHANGED	10,906	10,906	0	0%	$238.2K	$232.2K	-$6.0K	2026-10-13
Register Financial Advisors LLC	INCREASED	10,721	10,542	+179	+2%	$230.2K	$228.3K	-$2.0K	2026-10-23
Whitener Capital Management, Inc.	DECREASED	10,582	13,170	-2,588	-20%	$287.6K	$225.3K	-$62.3K	2026-10-15
Nations Financial Group Inc,	INCREASED	10,217	9,998	+219	+2%	$218.4K	$217.5K	-$835	2026-11-05
Truist Financial Corp	DECREASED	9,950	9,974	-24	0%	$217.8K	$211.8K	-$6.0K	2026-10-30
Lanark Financial, Inc.	INCREASED	8,659	8,423	+236	+3%	$184.0K	$184.4K	+$389	2026-10-26
Ashton Thomas Private Wealth, LLC	UNCHANGED	7,260	7,260	0	0%	$158.6K	$154.6K	-$4.0K	2026-11-03
West Branch Capital LLC	UNCHANGED	5,911	5,911	0	0%	$129.1K	$125.8K	-$3.3K	2026-10-20
Thompson Investment Management, Inc.	UNCHANGED	4,575	4,575	0	0%	$99.9K	$97.4K	-$2.5K	2026-10-14
Tounjian Advisory Partners, LLC	INCREASED	3,813	3,749	+64	+2%	$81.9K	$81.2K	-$699	2026-11-04
Capital Investment Advisory Services, LLC	INCREASED	3,082	3,080	+2	+0%	$67.3K	$65.6K	-$1.7K	2026-10-30
Hazlett, Burt & Watson, Inc.	UNCHANGED	2,979	2,979	0	0%	$32.0K	$11.1K	-$21.0K	2026-11-04
Private Trust Co NA	UNCHANGED	2,880	2,880	0	0%	$62.9K	$61.3K	-$1.6K	2026-10-20
IFP Advisors, Inc	UNCHANGED	2,864	2,864	0	0%	$62.6K	$61.0K	-$1.6K	2026-10-16
Farther Finance Advisors, LLC	UNCHANGED	2,694	2,694	0	0%	$58.8K	$57.4K	-$1.5K	2026-10-08
Holos Integrated Wealth LLC	INCREASED	2,615	2,607	+8	+0%	$57.7K	$58.1K	+$329	2026-10-23
Daytona Street Capital LLC	NEW	2,490	—	+2,490	—	—	$54.4K	—	2026-10-15
Allworth Financial LP	UNCHANGED	2,485	2,485	0	0%	$54.3K	$54.3K	$0	2026-11-06
Gamma Investing LLC	NEW	1,672	—	+1,672	—	—	$35.6K	—	2026-10-08
Bokf, NA	UNCHANGED	1,624	1,624	0	0%	$35.5K	$34.6K	-$893	2026-10-27
Spire Wealth Management	DECREASED	1,358	3,672	-2,314	-63%	$80.2K	$28.9K	-$51.3K	2026-10-30
Jacobi Capital Management LLC	NEW	1,281	—	+1,281	—	—	$27.3K	—	2026-11-05
First Bancorp, Inc	UNCHANGED	1,205	1,205	0	0%	$26.3K	$25.7K	-$663	2026-10-26
Assetmark, Inc	INCREASED	1,203	1,059	+144	+14%	$23.1K	$25.6K	+$2.5K	2026-10-21
Dhjj Financial Advisors, Ltd.	UNCHANGED	1,005	1,005	0	0%	$22.0K	$21.4K	-$553	2026-10-23
Latitude Advisors, LLC	NEW	906	—	+906	—	—	$19.3K	—	2026-10-27
Princeton Global Asset Management LLC	UNCHANGED	790	790	0	0%	$17.3K	$16.8K	-$435	2026-10-21
Harbor Investment Advisory, LLC	UNCHANGED	785	785	0	0%	$17.1K	$16.7K	-$431	2026-10-13
Salomon & Ludwin, LLC	UNCHANGED	704	704	0	0%	$15.2K	$15.0K	-$218	2026-10-29
Creative Financial Designs Inc	NEW	579	—	+579	—	—	$12.3K	—	2026-11-04
Pinnacle Bancorp, Inc.	UNCHANGED	312	312	0	0%	$6.8K	$6.6K	-$172	2026-10-21
RMG Wealth Management LLC	NEW	264	—	+264	—	—	$5.9K	—	2026-10-26
JFS Wealth Advisors, LLC	UNCHANGED	156	156	0	0%	$3.4K	$3.3K	-$86	2026-11-03
Buck Wealth Strategies, LLC	UNCHANGED	150	150	0	0%	$3.3K	$3.2K	-$82	2026-10-28
Centerpoint Advisors, LLC	NEW	135	—	+135	—	—	$3	—	2026-11-05
SBI Securities Co., Ltd.	DECREASED	111	174	-63	-36%	$3.8K	$2.4K	-$1.4K	2026-10-22
Simplex Trading, LLC	DECREASED	81	120	-39	-32%	$2.6K	$1.7K	-$896	2026-11-04
Compass Wealth Management LLC	NEW	44	—	+44	—	—	$937	—	2026-10-22
Russell Investments Group, Ltd.	UNCHANGED	4	4	0	0%	$87	$85	-$2	2026-11-06
Inscription Capital, LLC	CLOSED	0	28,078	-28,078	-100%	$613.2K	$0	-$613.2K	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	1,189	-1,189	-100%	$26.0K	$0	-$26.0K	2026-10-14
PNC Financial Services Group, Inc.	CLOSED	0	572	-572	-100%	$12.5K	$0	-$12.5K	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	528	-528	-100%	$11.5K	$0	-$11.5K	2026-11-06
Signaturefd, LLC	CLOSED	0	26	-26	-100%	$568	$0	-$568	2026-10-23
Vermillion Wealth Management, Inc.	CLOSED	0	1	-1	-100%	$20	$0	-$20	2026-10-26
Morgan Stanley	N/A	—	2,766,909	-2,766,909	-100%	$60.4M	—	—	—
Arvest Bank Trust Division	N/A	—	1,760,193	-1,760,193	-100%	$38.4M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	1,023,734	-1,023,734	-100%	$22.4M	—	—	—
Royal Bank of Canada	N/A	—	917,037	-917,037	-100%	$20.0M	—	—	—
UBS Group AG	N/A	—	886,810	-886,810	-100%	$19.4M	—	—	—
Modern Wealth Management, LLC	N/A	—	809,233	-809,233	-100%	$17.7M	—	—	—
Wealthspire Advisors, LLC	N/A	—	727,590	-727,590	-100%	$15.9M	—	—	—
Raymond James Financial Inc	N/A	—	683,567	-683,567	-100%	$14.9M	—	—	—
Stifel Financial Corp	N/A	—	444,159	-444,159	-100%	$9.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	319,994	-319,994	-100%	$7.0M	—	—	—
Wells Fargo & Company	N/A	—	275,480	-275,480	-100%	$6.0M	—	—	—
Summit Financial, LLC	N/A	—	215,192	-215,192	-100%	$4.7M	—	—	—
Z3 Capital Partners, LLC	N/A	—	154,621	-154,621	-100%	$3.4M	—	—	—
Cetera Investment Advisers	N/A	—	147,894	-147,894	-100%	$3.2M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	124,882	-124,882	-100%	$2.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	103,840	-103,840	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	87,974	-87,974	-100%	$1.9M	—	—	—
OneAscent Family Office, LLC	N/A	—	83,379	-83,379	-100%	$1.8M	—	—	—
MML Investors Services, LLC	N/A	—	73,129	-73,129	-100%	$1.6M	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	69,473	-69,473	-100%	$1.5M	—	—	—
BFC Planning, Inc.	N/A	—	63,170	-63,170	-100%	$1.4M	—	—	—
Private Advisor Group, LLC	N/A	—	53,307	-53,307	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	51,380	-51,380	-100%	$1.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	49,996	-49,996	-100%	$1.1M	—	—	—
Chevy Chase Trust Holdings, LLC	N/A	—	48,449	-48,449	-100%	$1.1M	—	—	—
AlTi Global, Inc.	N/A	—	47,998	-47,998	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	43,936	-43,936	-100%	$959.6K	—	—	—
Brown Brothers Harriman & Co	N/A	—	43,910	-43,910	-100%	$959.0K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	42,554	-42,554	-100%	$929.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	41,071	-41,071	-100%	$897.0K	—	—	—
MAI Capital Management	N/A	—	39,530	-39,530	-100%	$863.3K	—	—	—
IHT Wealth Management, LLC	N/A	—	39,167	-39,167	-100%	$855.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	34,322	-34,322	-100%	$749.6K	—	—	—
Latash Investments, LLC	N/A	—	32,168	-32,168	-100%	$702.5K	—	—	—
Moors & Cabot, Inc.	N/A	—	30,624	-30,624	-100%	$668.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	30,234	-30,234	-100%	$660.3K	—	—	—
Smith, Moore & Co.	N/A	—	28,286	-28,286	-100%	$617.8K	—	—	—
Belpointe Asset Management LLC	N/A	—	26,292	-26,292	-100%	$574.2K	—	—	—
Old Mission Capital LLC	N/A	—	25,843	-25,843	-100%	$564.4K	—	—	—
HighTower Advisors, LLC	N/A	—	24,471	-24,471	-100%	$534.4K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	22,865	-22,865	-100%	$499.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	20,385	-20,385	-100%	$445.2K	—	—	—
Harbour Investments, Inc.	N/A	—	20,079	-20,079	-100%	$438.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,798	-19,798	-100%	$432.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	18,735	-18,735	-100%	$406.3K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	18,243	-18,243	-100%	$398.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	17,960	-17,960	-100%	$392.3K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	17,615	-17,615	-100%	$384.7K	—	—	—
Mariner, LLC	N/A	—	16,578	-16,578	-100%	$362.1K	—	—	—
Cambria Investment Management, L.P.	N/A	—	15,553	-15,553	-100%	$339.7K	—	—	—
Empowered Funds, LLC	N/A	—	15,553	-15,553	-100%	$339.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	15,016	-15,016	-100%	$327.9K	—	—	—
AQR Capital Management LLC	N/A	—	14,433	-14,433	-100%	$315.2K	—	—	—
CreativeOne Wealth, LLC	N/A	—	12,958	-12,958	-100%	$283.0K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	12,413	-12,413	-100%	$271.1K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	12,248	-12,248	-100%	$267.5K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	12,000	-12,000	-100%	$262.1K	—	—	—
Benjamin Edwards Inc	N/A	—	11,790	-11,790	-100%	$257.5K	—	—	—
HighPoint Advisor Group LLC	N/A	—	10,685	-10,685	-100%	$233.4K	—	—	—
Schnieders Capital Management, Llc.	N/A	—	10,186	-10,186	-100%	$222.5K	—	—	—
Advisory Services Network, LLC	N/A	—	9,824	-9,824	-100%	$214.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	9,578	-9,578	-100%	$209.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	9,410	-9,410	-100%	$205.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	6,949	-6,949	-100%	$151.8K	—	—	—
Founders Financial Alliance, LLC	N/A	—	5,468	-5,468	-100%	$119.4K	—	—	—
Allied Private Wealth LLC	N/A	—	4,858	-4,858	-100%	$108.0K	—	—	—
Quantum Portfolio Management LLC	N/A	—	4,849	-4,849	-100%	$105.9K	—	—	—
Vanguard National Trust Co	N/A	—	2,557	-2,557	-100%	$55.8K	—	—	—
Ancora Advisors LLCA	N/A	—	2,063	-2,063	-100%	$45.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,514	-1,514	-100%	$33.1K	—	—	—
IFG Advisory, LLC	N/A	—	1,450	-1,450	-100%	$31.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	869	-869	-100%	$18.9K	—	—	—
Rogco, LP	N/A	—	795	-795	-100%	$17.4K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	627	-627	-100%	$13.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	541	-541	-100%	$11.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	490	-490	-100%	$10.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	400	-400	-100%	$8.7K	—	—	—
Continuum Advisory, LLC	N/A	—	262	-262	-100%	$5.7K	—	—	—
AE Wealth Management LLC	N/A	—	215	-215	-100%	$4.7K	—	—	—
Roble, Belko & Company, Inc	N/A	—	200	-200	-100%	$4	—	—	—
JPMorgan Chase & Co	N/A	—	100	-100	-100%	$2.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	63	-63	-100%	$1.4K	—	—	—
BlackRock, Inc.	N/A	—	26	-26	-100%	$568	—	—	—

Showing 174 of 174 institutions