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Franklin U.S. Mid Cap Multif (FLQM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,994,017 from 2,641,550
Change-647,533 (-25%)
Value$114.5M (-$38.4M)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares1,085,500 from 1,040,102
Change+45,398 (+4%)
Value$62.4M (+$2.1M)
Filed 2026-11-05
Harbor Group, Inc.
INCREASED
Shares961,646 from 945,316
Change+16,330 (+2%)
Value$55.2M (+$517.3K)
Filed 2026-10-14
Eagle Wealth Strategies LLC
INCREASED
Shares473,233 from 471,779
Change+1,454 (+0%)
Value$27.2M (-$126.4K)
Filed 2026-10-20
Financial Consulate, Inc
DECREASED
Shares377,402 from 379,294
Change-1,892 (0%)
Value$21.7M (-$279.0K)
Filed 2026-10-23
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares247,178 from 246,185
Change+993 (+0%)
Value$14.2M (-$56.6K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
DECREASED
Shares210,977 from 226,978
Change-16,001 (-7%)
Value$12.1M (-$1.0M)
Filed 2026-11-04
TrustBank
INCREASED
Shares190,630 from 185,943
Change+4,687 (+3%)
Value$10.9M (+$186.5K)
Filed 2026-10-20
Piedmont Capital Management, LLC
DECREASED
Shares166,743 from 172,917
Change-6,174 (-4%)
Value$9.6M (-$431.6K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares147,317 from 140,448
Change+6,869 (+5%)
Value$8.5M (+$332.1K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares119,567 from 105,951
Change+13,616 (+13%)
Value$6.9M (+$735.0K)
Filed 2026-11-02
First Security Investment Management, Inc.
DECREASED
Shares119,076 from 158,281
Change-39,205 (-25%)
Value$6.8M (-$2.3M)
Filed 2026-11-05
Algorithmic Investment Models, LLC
DECREASED
Shares105,817 from 113,052
Change-7,235 (-6%)
Value$6.1M (-$465.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares104,790 from 136,743
Change-31,953 (-23%)
Value$6.0M (-$1.9M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares104,341 from 107,328
Change-2,987 (-3%)
Value$6.0M (-$219.4K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares90,545 from 81,614
Change+8,931 (+11%)
Value$5.2M (+$476.7K)
Filed 2026-10-16
Family Capital Management, Inc.
DECREASED
Shares81,168 from 82,223
Change-1,055 (-1%)
Value$4.7M (-$97.2K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares76,555 from 72,570
Change+3,985 (+5%)
Value$4.4M (+$196.6K)
Filed 2026-11-02
Vicus Capital
INCREASED
Shares57,909 from 56,988
Change+921 (+2%)
Value$3.3M (+$27.6K)
Filed 2026-11-05
IAG Wealth Partners, LLC
DECREASED
Shares56,541 from 63,055
Change-6,514 (-10%)
Value$3.2M (-$402.2K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares55,801 from 53,345
Change+2,456 (+5%)
Value$3.2M (+$117.3K)
Filed 2026-10-14
Orgel Wealth Management, LLC
UNCHANGED
Shares54,702 from 54,702
Change0 (0%)
Value$3.1M (-$24.3K)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares53,425 from 57,245
Change-3,820 (-7%)
Value$3.1M (-$244.9K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares53,395 from 50,887
Change+2,508 (+5%)
Value$3.1M (+$121.0K)
Filed 2026-11-05
MBL Wealth, LLC
INCREASED
Shares41,285 from 8,435
Change+32,850 (+389%)
Value$2.4M (+$1.9M)
Filed 2026-10-22
Riverbend Wealth Management, LLC
DECREASED
Shares37,383 from 39,054
Change-1,671 (-4%)
Value$2.1M (-$113.3K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares30,826 from 29,709
Change+1,117 (+4%)
Value$1.8M (+$50.9K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares29,434 from 30,775
Change-1,341 (-4%)
Value$1.7M (-$90.7K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares26,149 from 28,040
Change-1,891 (-7%)
Value$1.5M (-$121.1K)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares23,624 from 49,434
Change-25,810 (-52%)
Value$1.4M (-$1.5M)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares21,603 from 31,337
Change-9,734 (-31%)
Value$1.2M (-$573.1K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares21,212 from 23,518
Change-2,306 (-10%)
Value$510.7K (+$15.8K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
DECREASED
Shares17,155 from 18,015
Change-860 (-5%)
Value$985.4K (-$57.4K)
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares15,785
Change+15,785
Value$906.7K
Filed 2026-10-15
Axxcess Wealth Management, LLC
INCREASED
Shares15,486 from 15,274
Change+212 (+1%)
Value$889.5K (+$5.4K)
Filed 2026-10-21
KPP Advisory Services LLC
DECREASED
Shares15,220 from 144,941
Change-129,721 (-89%)
Value$874.2K (-$7.5M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares13,892 from 13,867
Change+25 (+0%)
Value$798.0K (-$4.7K)
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares11,240 from 20,310
Change-9,070 (-45%)
Value$645.6K (-$530.0K)
Filed 2026-11-06
Moneywise, Inc.
DECREASED
Shares10,721 from 20,187
Change-9,466 (-47%)
Value$615.8K (-$552.7K)
Filed 2026-10-30
Sunrise Financial Services, LLC
DECREASED
Shares9,847 from 10,580
Change-733 (-7%)
Value$565.6K (-$46.8K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares9,768 from 9,759
Change+9 (+0%)
Value$561.1K (-$3.8K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares9,633 from 9,608
Change+25 (+0%)
Value$553.3K (-$2.9K)
Filed 2026-10-16
Clear Point Advisors Inc.
INCREASED
Shares9,012 from 9,002
Change+10 (+0%)
Value$517.7K (-$3.4K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares8,968 from 4,365
Change+4,603 (+105%)
Value$515.1K (+$262.5K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
NEW
Shares8,372
Change+8,372
Value$480.9K
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares7,838 from 7,845
Change-7 (0%)
Value$450.2K (-$3.9K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares7,685
Change+7,685
Value$441.4K
Filed 2026-10-29
Landmark Wealth Management, Inc.
DECREASED
Shares7,640 from 7,715
Change-75 (-1%)
Value$438.8K (-$7.7K)
Filed 2026-11-04
Solano Wealth Investment Advisors LLC
UNCHANGED
Shares6,396 from 6,396
Change0 (0%)
Value$367.4K (-$2.8K)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares6,281 from 6,281
Change0 (0%)
Value$360.8K (-$2.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares5,919 from 7,056
Change-1,137 (-16%)
Value$340.0K (-$68.4K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares5,896 from 5,949
Change-53 (-1%)
Value$339.0K (-$5.0K)
Filed 2026-10-26
Personal CFO Solutions, LLC
UNCHANGED
Shares5,882 from 5,882
Change0 (0%)
Value$337.9K (-$4.7K)
Filed 2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED
Shares5,632 from 5,609
Change+23 (+0%)
Value$323.5K (-$1.2K)
Filed 2026-10-29
Sage Private Wealth Group, LLC
NEW
Shares5,076
Change+5,076
Value$291.5K
Filed 2026-10-21
International Assets Investment Management, LLC
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$284.6K (-$1.9K)
Filed 2026-11-02
Bison Wealth, LLC
DECREASED
Shares4,225 from 4,347
Change-122 (-3%)
Value$249.2K (-$7.4K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares4,124
Change+4,124
Value$236.9K
Filed 2026-10-28
Wealthcare Advisory Partners LLC
NEW
Shares4,003
Change+4,003
Value$229.9K
Filed 2026-10-21
First Heartland Consultants, Inc.
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$219.6K (-$1.7K)
Filed 2026-10-08
AdvisorNet Financial, Inc
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$219.1K (+$5.1K)
Filed 2026-10-15
Private Trust Co NA
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$211.4K (-$1.6K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares3,618
Change+3,618
Value$225
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares3,591 from 3,859
Change-268 (-7%)
Value$206.3K (-$17.2K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$205.6K (-$1.6K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares3,444 from 3,444
Change0 (0%)
Value$197.8K (-$1.5K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares2,706
Change+2,706
Value$155.4K
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,663 from 229
Change+1,434 (+626%)
Value$95.5K (+$82.3K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares1,623 from 4,024
Change-2,401 (-60%)
Value$93.2K (-$139.7K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$91.1K (-$706)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,536 from 17,661
Change-16,125 (-91%)
Value$88.2K (-$934.1K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares1,123 from 1,122
Change+1 (+0%)
Value$65.0K (+$58)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares1,017 from 909
Change+108 (+12%)
Value$58.4K (+$5.8K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$54.5K (-$422)
Filed 2026-10-19
Register Financial Advisors LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$52.6K (-$407)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares628 from 656
Change-28 (-4%)
Value$36.1K (-$1.9K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares560 from 555
Change+5 (+1%)
Value$32.2K (+$49)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$27.9K (-$216)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares302 from 141
Change+161 (+114%)
Value$17.3K (+$9.2K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$13.6K (-$106)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.5K (-$50)
Filed 2026-10-28
Rossby Financial, LCC
NEW
Shares79
Change+79
Value$4.5K
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares75
Change+75
Value$4.3K
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares71 from 63
Change+8 (+13%)
Value$4.1K (+$431)
Filed 2026-10-08
Trust Co
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.5K (-$27)
Filed 2026-10-09
JFS Wealth Advisors, LLC
DECREASED
Shares1 from 19
Change-18 (-95%)
Value$29 (-$1.0K)
Filed 2026-11-03
Sheets Smith Wealth Management
CLOSED
Shares0 from 16,098
Change-16,098 (-100%)
Value$0 (-$931.8K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 9,461
Change-9,461 (-100%)
Value$0 (-$547.7K)
Filed 2026-10-13
ProVise Management Group, LLC
CLOSED
Shares0 from 8,272
Change-8,272 (-100%)
Value$0 (-$478.8K)
Filed 2026-11-06
Strategic Equity Management
CLOSED
Shares0 from 8,201
Change-8,201 (-100%)
Value$0 (-$474.7K)
Filed 2026-11-04
Advisor Resource Council
CLOSED
Shares0 from 5,145
Change-5,145 (-100%)
Value$0 (-$303.7K)
Filed 2026-11-05
Trademark Financial Management, LLC
CLOSED
Shares0 from 3,676
Change-3,676 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-23
Ameriprise Financial Inc
N/A
Shares— from 2,123,314
Change-2,123,314 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,381,155
Change-1,381,155 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,055,774
Change-1,055,774 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 770,191
Change-770,191 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 669,365
Change-669,365 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 624,932
Change-624,932 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 588,329
Change-588,329 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 428,809
Change-428,809 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 324,033
Change-324,033 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 297,592
Change-297,592 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 288,323
Change-288,323 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 267,111
Change-267,111 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 250,727
Change-250,727 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 245,916
Change-245,916 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 211,505
Change-211,505 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 189,273
Change-189,273 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 172,485
Change-172,485 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 153,341
Change-153,341 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 144,650
Change-144,650 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 122,116
Change-122,116 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 105,582
Change-105,582 (-100%)
Value—
&partners
N/A
Shares— from 103,113
Change-103,113 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 96,994
Change-96,994 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 86,788
Change-86,788 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 85,166
Change-85,166 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 61,352
Change-61,352 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 56,625
Change-56,625 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 45,405
Change-45,405 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,014
Change-43,014 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 41,225
Change-41,225 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 40,594
Change-40,594 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,891
Change-39,891 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 39,461
Change-39,461 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,772
Change-30,772 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24,716
Change-24,716 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,672
Change-21,672 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,822
Change-16,822 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,653
Change-16,653 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,542
Change-16,542 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,637
Change-14,637 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,468
Change-9,468 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 260
Change-260 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 221
Change-221 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
UBS Group AG
N/A
Shares— from 67
Change-67 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,994,0172,641,550-647,533-25%$152.9M$114.5M-$38.4M2026-11-06
Larson Financial Group LLC
INCREASED1,085,5001,040,102+45,398+4%$60.2M$62.4M+$2.1M2026-11-05
Harbor Group, Inc.
INCREASED961,646945,316+16,330+2%$54.7M$55.2M+$517.3K2026-10-14
Eagle Wealth Strategies LLC
INCREASED473,233471,779+1,454+0%$27.3M$27.2M-$126.4K2026-10-20
Financial Consulate, Inc
DECREASED377,402379,294-1,8920%$22.0M$21.7M-$279.0K2026-10-23
Sherrill & Hutchins Financial Advisory, Inc
INCREASED247,178246,185+993+0%$14.3M$14.2M-$56.6K2026-10-14
Flynn Zito Capital Management, LLC
DECREASED210,977226,978-16,001-7%$13.1M$12.1M-$1.0M2026-11-04
TrustBank
INCREASED190,630185,943+4,687+3%$10.8M$10.9M+$186.5K2026-10-20
Piedmont Capital Management, LLC
DECREASED166,743172,917-6,174-4%$10.0M$9.6M-$431.6K2026-10-21
Atria Investments, Inc
INCREASED147,317140,448+6,869+5%$8.1M$8.5M+$332.1K2026-10-15
Commonwealth Equity Services, LLC
INCREASED119,567105,951+13,616+13%$6.1M$6.9M+$735.0K2026-11-02
First Security Investment Management, Inc.
DECREASED119,076158,281-39,205-25%$9.2M$6.8M-$2.3M2026-11-05
Algorithmic Investment Models, LLC
DECREASED105,817113,052-7,235-6%$6.5M$6.1M-$465.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED104,790136,743-31,953-23%$7.9M$6.0M-$1.9M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED104,341107,328-2,987-3%$6.2M$6.0M-$219.4K2026-11-06
IFP Advisors, Inc
INCREASED90,54581,614+8,931+11%$4.7M$5.2M+$476.7K2026-10-16
Family Capital Management, Inc.
DECREASED81,16882,223-1,055-1%$4.8M$4.7M-$97.2K2026-11-03
Kestra Advisory Services, LLC
INCREASED76,55572,570+3,985+5%$4.2M$4.4M+$196.6K2026-11-02
Vicus Capital
INCREASED57,90956,988+921+2%$3.3M$3.3M+$27.6K2026-11-05
IAG Wealth Partners, LLC
DECREASED56,54163,055-6,514-10%$3.6M$3.2M-$402.2K2026-11-06
Focus Financial Network, Inc.
INCREASED55,80153,345+2,456+5%$3.1M$3.2M+$117.3K2026-10-14
Orgel Wealth Management, LLC
UNCHANGED54,70254,70200%$3.2M$3.1M-$24.3K2026-10-14
Intrua Financial, LLC
DECREASED53,42557,245-3,820-7%$3.3M$3.1M-$244.9K2026-10-28
Thrivent Financial for Lutherans
INCREASED53,39550,887+2,508+5%$2.9M$3.1M+$121.0K2026-11-05
MBL Wealth, LLC
INCREASED41,2858,435+32,850+389%$488.3K$2.4M+$1.9M2026-10-22
Riverbend Wealth Management, LLC
DECREASED37,38339,054-1,671-4%$2.3M$2.1M-$113.3K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED30,82629,709+1,117+4%$1.7M$1.8M+$50.9K2026-10-16
Perigon Wealth Management, LLC
DECREASED29,43430,775-1,341-4%$1.8M$1.7M-$90.7K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED26,14928,040-1,891-7%$1.6M$1.5M-$121.1K2026-10-14
Fort Washington Investment Advisors Inc
DECREASED23,62449,434-25,810-52%$2.9M$1.4M-$1.5M2026-10-15
Oppenheimer & Co Inc
DECREASED21,60331,337-9,734-31%$1.8M$1.2M-$573.1K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED21,21223,518-2,306-10%$494.9K$510.7K+$15.8K2026-11-04
Beaumont Financial Advisors, LLC
DECREASED17,15518,015-860-5%$1.0M$985.4K-$57.4K2026-10-22
Blue Trust, Inc.
NEW15,785—+15,785——$906.7K—2026-10-15
Axxcess Wealth Management, LLC
INCREASED15,48615,274+212+1%$884.1K$889.5K+$5.4K2026-10-21
KPP Advisory Services LLC
DECREASED15,220144,941-129,721-89%$8.4M$874.2K-$7.5M2026-10-26
D.A. Davidson & Co.
INCREASED13,89213,867+25+0%$802.7K$798.0K-$4.7K2026-10-28
Merit Financial Group, LLC
DECREASED11,24020,310-9,070-45%$1.2M$645.6K-$530.0K2026-11-06
Moneywise, Inc.
DECREASED10,72120,187-9,466-47%$1.2M$615.8K-$552.7K2026-10-30
Sunrise Financial Services, LLC
DECREASED9,84710,580-733-7%$612.4K$565.6K-$46.8K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED9,7689,759+9+0%$564.9K$561.1K-$3.8K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED9,6339,608+25+0%$556.2K$553.3K-$2.9K2026-10-16
Clear Point Advisors Inc.
INCREASED9,0129,002+10+0%$521.1K$517.7K-$3.4K2026-10-30
Nations Financial Group Inc,
INCREASED8,9684,365+4,603+105%$252.7K$515.1K+$262.5K2026-11-05
SeaBridge Investment Advisors LLC
NEW8,372—+8,372——$480.9K—2026-11-02
Southland Equity Partners LLC
DECREASED7,8387,845-70%$454.1K$450.2K-$3.9K2026-10-14
Vise Technologies, Inc.
NEW7,685—+7,685——$441.4K—2026-10-29
Landmark Wealth Management, Inc.
DECREASED7,6407,715-75-1%$446.6K$438.8K-$7.7K2026-11-04
Solano Wealth Investment Advisors LLC
UNCHANGED6,3966,39600%$370.2K$367.4K-$2.8K2026-11-06
Fulton Breakefield Broenniman LLC
UNCHANGED6,2816,28100%$363.6K$360.8K-$2.8K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED5,9197,056-1,137-16%$408.4K$340.0K-$68.4K2026-11-05
Park Avenue Securities LLC
DECREASED5,8965,949-53-1%$344.0K$339.0K-$5.0K2026-10-26
Personal CFO Solutions, LLC
UNCHANGED5,8825,88200%$342.6K$337.9K-$4.7K2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED5,6325,609+23+0%$324.7K$323.5K-$1.2K2026-10-29
Sage Private Wealth Group, LLC
NEW5,076—+5,076——$291.5K—2026-10-21
International Assets Investment Management, LLC
UNCHANGED4,9234,92300%$286.6K$284.6K-$1.9K2026-11-02
Bison Wealth, LLC
DECREASED4,2254,347-122-3%$256.6K$249.2K-$7.4K2026-10-13
Partners Wealth Management, LLC
NEW4,124—+4,124——$236.9K—2026-10-28
Wealthcare Advisory Partners LLC
NEW4,003—+4,003——$229.9K—2026-10-21
First Heartland Consultants, Inc.
UNCHANGED3,8233,82300%$221.3K$219.6K-$1.7K2026-10-08
AdvisorNet Financial, Inc
UNCHANGED3,6973,69700%$214.0K$219.1K+$5.1K2026-10-15
Private Trust Co NA
UNCHANGED3,6803,68000%$213.0K$211.4K-$1.6K2026-10-20
M Holdings Securities, Inc.
NEW3,618—+3,618——$225—2026-11-03
Sigma Planning Corp
DECREASED3,5913,859-268-7%$223.5K$206.3K-$17.2K2026-10-23
Kingswood Wealth Advisors, LLC
UNCHANGED3,5793,57900%$207.2K$205.6K-$1.6K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED3,4443,44400%$199.4K$197.8K-$1.5K2026-10-08
Jacobi Capital Management LLC
NEW2,706—+2,706——$155.4K—2026-11-05
Signature Equity Partners, LLC
INCREASED1,663229+1,434+626%$13.3K$95.5K+$82.3K2026-10-29
Citigroup Inc
DECREASED1,6234,024-2,401-60%$232.9K$93.2K-$139.7K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED1,5871,58700%$91.8K$91.1K-$7062026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,53617,661-16,125-91%$1.0M$88.2K-$934.1K2026-10-14
Allworth Financial LP
INCREASED1,1231,122+1+0%$64.9K$65.0K+$582026-11-06
Fifth Third Bancorp
INCREASED1,017909+108+12%$52.6K$58.4K+$5.8K2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED94994900%$54.9K$54.5K-$4222026-10-19
Register Financial Advisors LLC
UNCHANGED91591500%$53.0K$52.6K-$4072026-10-23
Assetmark, Inc
DECREASED628656-28-4%$38.0K$36.1K-$1.9K2026-10-21
Financial Perspectives, Inc
INCREASED560555+5+1%$32.1K$32.2K+$492026-11-03
Clearstead Advisors, LLC
UNCHANGED48548500%$28.1K$27.9K-$2162026-11-06
Silver Grove Financial Group, Inc.
INCREASED302141+161+114%$8.2K$17.3K+$9.2K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED23723700%$13.7K$13.6K-$1062026-11-02
Evolution Wealth Management Inc.
UNCHANGED11311300%$6.5K$6.5K-$502026-10-28
Rossby Financial, LCC
NEW79—+79——$4.5K—2026-11-05
Russell Investments Group, Ltd.
NEW75—+75——$4.3K—2026-11-06
CoreCap Advisors, LLC
INCREASED7163+8+13%$3.6K$4.1K+$4312026-10-08
Trust Co
UNCHANGED616100%$3.5K$3.5K-$272026-10-09
JFS Wealth Advisors, LLC
DECREASED119-18-95%$1.1K$29-$1.0K2026-11-03
Sheets Smith Wealth Management
CLOSED016,098-16,098-100%$931.8K$0-$931.8K2026-10-16
Dynamic Advisor Solutions LLC
CLOSED09,461-9,461-100%$547.7K$0-$547.7K2026-10-13
ProVise Management Group, LLC
CLOSED08,272-8,272-100%$478.8K$0-$478.8K2026-11-06
Strategic Equity Management
CLOSED08,201-8,201-100%$474.7K$0-$474.7K2026-11-04
Advisor Resource Council
CLOSED05,145-5,145-100%$303.7K$0-$303.7K2026-11-05
Trademark Financial Management, LLC
CLOSED03,676-3,676-100%$212.8K$0-$212.8K2026-10-23
Ameriprise Financial Inc
N/A—2,123,314-2,123,314-100%$122.9M———
Cetera Investment Advisers
N/A—1,381,155-1,381,155-100%$79.9M———
Raymond James Financial Inc
N/A—1,055,774-1,055,774-100%$61.1M———
Northwestern Mutual Wealth Management Co
N/A—770,191-770,191-100%$44.6M———
Morgan Stanley
N/A—669,365-669,365-100%$38.7M———
HighTower Advisors, LLC
N/A—624,932-624,932-100%$36.2M———
Bank of America Corp
N/A—588,329-588,329-100%$34.1M———
Stifel Financial Corp
N/A—428,809-428,809-100%$24.8M———
Federation des caisses Desjardins du Quebec
N/A—324,033-324,033-100%$18.8M———
Jones Financial Companies Lllp
N/A—297,592-297,592-100%$17.3M———
Envestnet Asset Management Inc
N/A—288,323-288,323-100%$16.7M———
Private Advisor Group, LLC
N/A—267,111-267,111-100%$15.5M———
Royal Bank of Canada
N/A—250,727-250,727-100%$14.5M———
Osaic Holdings, Inc.
N/A—245,916-245,916-100%$14.2M———
Stratos Investment Management, LLC
N/A—211,505-211,505-100%$12.2M———
OneDigital Investment Advisors LLC
N/A—189,273-189,273-100%$11.0M———
Janney Montgomery Scott LLC
N/A—172,485-172,485-100%$10.0M———
Keystone Financial Services, LLC
N/A—153,341-153,341-100%$8.9M———
NewEdge Advisors, LLC
N/A—144,650-144,650-100%$8.4M———
Integrity Financial Corp
N/A—122,116-122,116-100%$7.1M———
JPMorgan Chase & Co
N/A—105,582-105,582-100%$6.1M———
&partners
N/A—103,113-103,113-100%$6.0M———
Captrust Financial Advisors
N/A—96,994-96,994-100%$5.6M———
Advisory Services Network, LLC
N/A—86,788-86,788-100%$5.0M———
Thomasville National Bank
N/A—85,166-85,166-100%$4.9M———
Goldman Sachs Group Inc
N/A—61,352-61,352-100%$3.6M———
HRT Financial LP
N/A—56,625-56,625-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—45,405-45,405-100%$2.6M———
Citadel Advisors LLC
N/A—43,014-43,014-100%$2.5M———
Berger Financial Group, Inc
N/A—41,225-41,225-100%$2.4M———
Forefront Wealth Partners, LLC
N/A—40,594-40,594-100%$2.3M———
Equitable Holdings, Inc.
N/A—39,891-39,891-100%$2.3M———
Smartleaf Asset Management LLC
N/A—39,461-39,461-100%$2.3M———
MML Investors Services, LLC
N/A—30,772-30,772-100%$1.8M———
Franklin Resources Inc
N/A—24,716-24,716-100%$1.4M———
Byrne Financial Freedom, LLC
N/A—24,455-24,455-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—22,540-22,540-100%$1.3M———
Mutual Advisors, LLC
N/A—21,672-21,672-100%$1.3M———
Harbour Investments, Inc.
N/A—16,822-16,822-100%$973.7K———
Rockefeller Capital Management L.P.
N/A—16,653-16,653-100%$964.0K———
Sanctuary Advisors, LLC
N/A—16,574-16,574-100%$959.4K———
Essex Financial Services, Inc.
N/A—16,542-16,542-100%$957.5K———
BFC Planning, Inc.
N/A—14,637-14,637-100%$847.3K———
Geneos Wealth Management Inc.
N/A—14,468-14,468-100%$837.6K———
Envestnet Portfolio Solutions, Inc.
N/A—11,920-11,920-100%$690.0K———
Natixis Advisors, LLC
N/A—11,803-11,803-100%$683.0K———
Planwiser Financial, LLC
N/A—11,605-11,605-100%$671.8K———
HighPoint Advisor Group LLC
N/A—11,510-11,510-100%$666.3K———
IFG Advisory, LLC
N/A—10,413-10,413-100%$602.8K———
Leavell Investment Management, Inc.
N/A—10,020-10,020-100%$583.6K———
Principal Securities, Inc.
N/A—9,468-9,468-100%$548.1K———
Ameritas Advisory Services, LLC
N/A—9,086-9,086-100%$526.0K———
Snowden Capital Advisors LLC
N/A—8,425-8,425-100%$488.6K———
AQR Capital Management LLC
N/A—8,280-8,280-100%$479.3K———
Cozad Asset Management Inc
N/A—7,628-7,628-100%$441.6K———
Jane Street Group, LLC
N/A—7,622-7,622-100%$441.2K———
Pacific SUN Financial Corp
N/A—7,467-7,467-100%$434.9K———
FMR LLC
N/A—7,267-7,267-100%$420.6K———
Greykasell Wealth Strategies, Inc.
N/A—6,980-6,980-100%$404.0K———
VeraBank, N.A.
N/A—6,560-6,560-100%$379.7K———
Summit Financial, LLC
N/A—6,178-6,178-100%$359.8K———
Western Wealth Management, LLC
N/A—5,513-5,513-100%$319.1K———
Susquehanna International Group, LLP
N/A—5,478-5,478-100%$317.1K———
Empirical Asset Management, LLC
N/A—4,808-4,808-100%$278.3K———
Keystone Financial Group
N/A—4,494-4,494-100%$260.1K———
XTX Topco Ltd
N/A—4,229-4,229-100%$244.8K———
D. E. Shaw & Co., Inc.
N/A—3,752-3,752-100%$217.2K———
Axis Wealth Partners, LLC
N/A—3,616-3,616-100%$209.3K———
Wells Fargo & Company
N/A—2,812-2,812-100%$162.8K———
Ancora Advisors LLCA
N/A—1,656-1,656-100%$95.9K———
Steigerwald, Gordon & Koch Inc.
N/A—1,489-1,489-100%$86.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,406-1,406-100%$81.4K———
Capital Analysts, LLC
N/A—915-915-100%$53.0K———
O'shaughnessy Asset Management, LLC
N/A—403-403-100%$23.3K———
Aptus Capital Advisors, LLC
N/A—389-389-100%$22.5K———
Bessemer Group Inc
N/A—300-300-100%$17———
C M Bidwell & Associates LTD
N/A—260-260-100%$15.1K———
Regatta Research & Money Management
N/A—221-221-100%$12.8K———
Bogart Wealth, LLC
N/A—184-184-100%$10.7K———
Frazier Financial Advisors, LLC
N/A—119-119-100%$6.9K———
Bartlett & Co. Wealth Management LLC
N/A—100-100-100%$5.8K———
Keating Financial Advisory Services, Inc.
N/A—94-94-100%$5.4K———
UBS Group AG
N/A—67-67-100%$3.9K———
AE Wealth Management LLC
N/A—63-63-100%$3.6K———
Global Retirement Partners, LLC
N/A—22-22-100%$1.3K———
Vanguard Advisers Inc
N/A—8-8-100%$463———
Showing 178 of 178 institutions