Gabelli Equity TR Inc

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

DECREASED

Shares1,670 from 5,690

Change-4,020 (-71%)

Value$120 (+$80)

Filed 2026-07-20

Ursa Fund Management, LLC

CLOSED

Shares0 from 29,991,406

Change-29,991,406 (-100%)

Value$0 (-$209.9K)

Filed 2026-08-14

LPL Financial LLC

CLOSED

Shares0 from 4,211,006

Change-4,211,006 (-100%)

Value$0 (-$29.5K)

Filed 2026-08-07

Yakira Capital Management, Inc.

CLOSED

Shares0 from 3,543,234

Change-3,543,234 (-100%)

Value$0 (-$24.8K)

Filed 2026-08-13

Quarry LP

CLOSED

Shares0 from 3,319,461

Change-3,319,461 (-100%)

Value$0 (-$23.2K)

Filed 2026-08-14

Boothbay Fund Management, LLC

CLOSED

Shares0 from 3,247,684

Change-3,247,684 (-100%)

Value$0 (-$22.7K)

Filed 2026-08-14

Alpine Global Management, LLC

CLOSED

Shares0 from 3,245,215

Change-3,245,215 (-100%)

Value$0 (-$22.7K)

Filed 2026-08-14

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 2,230,846

Change-2,230,846 (-100%)

Value$0 (-$15.6K)

Filed 2026-07-21

Morgan Stanley

CLOSED

Shares0 from 1,911,316

Change-1,911,316 (-100%)

Value$0 (-$13.4K)

Filed 2026-08-13

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 1,488,760

Change-1,488,760 (-100%)

Value$0 (-$10.4K)

Filed 2026-07-29

Cable Car Capital, LPA

CLOSED

Shares0 from 1,050,000

Change-1,050,000 (-100%)

Value$0 (-$7.4K)

Filed 2026-08-14

Gamco Investors, Inc. ET AL

CLOSED

Shares0 from 841,680

Change-841,680 (-100%)

Value$0 (-$5.9K)

Filed 2026-08-12

Citadel Advisors LLC

CLOSED

Shares0 from 800,272

Change-800,272 (-100%)

Value$0 (-$5.6K)

Filed 2026-09-02

Susquehanna International Group, LLP

CLOSED

Shares0 from 729,763

Change-729,763 (-100%)

Value$0 (-$5.1K)

Filed 2026-08-14

Cetera Investment Advisers

CLOSED

Shares0 from 690,580

Change-690,580 (-100%)

Value$0 (-$4.8K)

Filed 2026-08-12

Bank of America Corp

CLOSED

Shares0 from 614,833

Change-614,833 (-100%)

Value$0 (-$4.3K)

Filed 2026-08-14

Raymond James Financial Inc

CLOSED

Shares0 from 609,999

Change-609,999 (-100%)

Value$0 (-$4.3K)

Filed 2026-08-14

Independent Financial Group, LLC

CLOSED

Shares0 from 583,290

Change-583,290 (-100%)

Value$0 (-$4.1K)

Filed 2026-07-15

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 550,570

Change-550,570 (-100%)

Value$0 (-$4)

Filed 2026-07-30

Wells Fargo & Company

CLOSED

Shares0 from 546,523

Change-546,523 (-100%)

Value$0 (-$3.8K)

Filed 2026-08-14

T3 Companies, LLC

CLOSED

Shares0 from 541,099

Change-541,099 (-100%)

Value$0 (-$3.8K)

Filed 2026-07-27

Live Oak Private Wealth LLC

CLOSED

Shares0 from 514,210

Change-514,210 (-100%)

Value$0 (-$3.6K)

Filed 2026-07-20

Envestnet Asset Management Inc

CLOSED

Shares0 from 512,800

Change-512,800 (-100%)

Value$0 (-$3.6K)

Filed 2026-09-23

SIT Investment Associates Inc

CLOSED

Shares0 from 500,462

Change-500,462 (-100%)

Value$0 (-$4)

Filed 2026-08-12

Scotia Capital Inc.

CLOSED

Shares0 from 454,860

Change-454,860 (-100%)

Value$0 (-$3.2K)

Filed 2026-08-11

Virtu Financial LLC

CLOSED

Shares0 from 447,050

Change-447,050 (-100%)

Value$0 (-$3)

Filed 2026-08-13

Independent Advisor Alliance

CLOSED

Shares0 from 402,231

Change-402,231 (-100%)

Value$0 (-$2.8K)

Filed 2026-08-12

Kestra Advisory Services, LLC

CLOSED

Shares0 from 384,460

Change-384,460 (-100%)

Value$0 (-$2.7K)

Filed 2026-07-28

Accel Wealth Management

CLOSED

Shares0 from 338,780

Change-338,780 (-100%)

Value$0 (-$2.4K)

Filed 2026-07-10

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 319,410

Change-319,410 (-100%)

Value$0 (-$2.2K)

Filed 2026-08-13

Creative Planning

CLOSED

Shares0 from 317,960

Change-317,960 (-100%)

Value$0 (-$2.2K)

Filed 2026-08-13

Cohen & Steers, Inc.

CLOSED

Shares0 from 280,000

Change-280,000 (-100%)

Value$0 (-$2)

Filed 2026-08-14

Golden State Wealth Management, LLC

CLOSED

Shares0 from 274,880

Change-274,880 (-100%)

Value$0 (-$1.9K)

Filed 2026-07-22

Truist Financial Corp

CLOSED

Shares0 from 274,140

Change-274,140 (-100%)

Value$0 (-$1.9K)

Filed 2026-07-28

UBS Group AG

CLOSED

Shares0 from 273,605

Change-273,605 (-100%)

Value$0 (-$1.9K)

Filed 2026-08-13

Royal Bank of Canada

CLOSED

Shares0 from 271,191

Change-271,191 (-100%)

Value$0 (-$2.0K)

Filed 2026-08-14

Almitas Capital LLC

CLOSED

Shares0 from 270,720

Change-270,720 (-100%)

Value$0 (-$1.9K)

Filed 2026-08-17

&partners

CLOSED

Shares0 from 267,240

Change-267,240 (-100%)

Value$0 (-$1.9K)

Filed 2026-08-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 239,570

Change-239,570 (-100%)

Value$0 (-$2.3K)

Filed 2026-08-14

Cerity Partners LLC

CLOSED

Shares0 from 214,148

Change-214,148 (-100%)

Value$0 (-$1.5K)

Filed 2026-08-14

Wedbush Securities Inc

CLOSED

Shares0 from 187,236

Change-187,236 (-100%)

Value$0 (-$1)

Filed 2026-07-28

Private Advisor Group, LLC

CLOSED

Shares0 from 167,195

Change-167,195 (-100%)

Value$0 (-$1.2K)

Filed 2026-07-27

Janney Montgomery Scott LLC

CLOSED

Shares0 from 158,630

Change-158,630 (-100%)

Value$0 (-$1)

Filed 2026-08-05

Wealthspire Advisors, LLC

CLOSED

Shares0 from 147,080

Change-147,080 (-100%)

Value$0 (-$1.0K)

Filed 2026-08-11

PMG Family Office LLC

CLOSED

Shares0 from 139,080

Change-139,080 (-100%)

Value$0 (-$974)

Filed 2026-07-16

City of London Investment Management Co LTD

CLOSED

Shares0 from 135,460

Change-135,460 (-100%)

Value$0 (-$948)

Filed 2026-07-31

Valley Brook Capital Group, Inc.

CLOSED

Shares0 from 130,770

Change-130,770 (-100%)

Value$0 (-$916)

Filed 2026-07-27

HRT Financial LP

CLOSED

Shares0 from 129,352

Change-129,352 (-100%)

Value$0 ($0)

Filed 2026-08-14

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 121,630

Change-121,630 (-100%)

Value$0 (-$851)

Filed 2026-07-07

Stratos Wealth Partners, Ltd.

CLOSED

Shares0 from 107,764

Change-107,764 (-100%)

Value$0 (-$754)

Filed 2026-08-11

Kera Capital Partners, Inc.

CLOSED

Shares0 from 105,780

Change-105,780 (-100%)

Value$0 (-$740)

Filed 2026-08-14

Captrust Financial Advisors

CLOSED

Shares0 from 97,930

Change-97,930 (-100%)

Value$0 (-$686)

Filed 2026-08-13

Hollencrest Capital Management

CLOSED

Shares0 from 95,540

Change-95,540 (-100%)

Value$0 (-$669)

Filed 2026-08-13

Oppenheimer & Co Inc

CLOSED

Shares0 from 89,060

Change-89,060 (-100%)

Value$0 (-$623)

Filed 2026-08-03

Flynn Zito Capital Management, LLC

CLOSED

Shares0 from 88,830

Change-88,830 (-100%)

Value$0 (-$623)

Filed 2026-07-24

MML Investors Services, LLC

CLOSED

Shares0 from 88,370

Change-88,370 (-100%)

Value$0 (-$619)

Filed 2026-08-07

Ascentis Independent Advisors

CLOSED

Shares0 from 88,140

Change-88,140 (-100%)

Value$0 (-$616)

Filed 2026-08-04

Advisory Services Network, LLC

CLOSED

Shares0 from 86,790

Change-86,790 (-100%)

Value$0 (-$608)

Filed 2026-08-12

Leigh Baldwin & Co., LLC

CLOSED

Shares0 from 86,090

Change-86,090 (-100%)

Value$0 (-$603)

Filed 2026-08-13

Marex Group Ltd

CLOSED

Shares0 from 85,768

Change-85,768 (-100%)

Value$0 (-$600)

Filed 2026-08-14

World Investment Advisors

CLOSED

Shares0 from 82,880

Change-82,880 (-100%)

Value$0 (-$578)

Filed 2026-08-14

NorthRock Partners, LLC

CLOSED

Shares0 from 79,680

Change-79,680 (-100%)

Value$0 (-$558)

Filed 2026-08-11

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CLOSED

Shares0 from 71,620

Change-71,620 (-100%)

Value$0 (-$502)

Filed 2026-07-15

Stifel Financial Corp

CLOSED

Shares0 from 71,040

Change-71,040 (-100%)

Value$0 (-$498)

Filed 2026-08-12

Equitable Holdings, Inc.

CLOSED

Shares0 from 65,620

Change-65,620 (-100%)

Value$0 (-$460)

Filed 2026-08-17

Mariner, LLC

CLOSED

Shares0 from 65,310

Change-65,310 (-100%)

Value$0 (-$457)

Filed 2026-08-13

Mercer Global Advisors Inc

CLOSED

Shares0 from 61,870

Change-61,870 (-100%)

Value$0 (-$433)

Filed 2026-08-19

Zinnia Wealth Advisory, LLC

CLOSED

Shares0 from 57,410

Change-57,410 (-100%)

Value$0 (-$402)

Filed 2026-07-30

Ameriprise Financial Inc

CLOSED

Shares0 from 50,520

Change-50,520 (-100%)

Value$0 (-$354)

Filed 2026-08-14

Plancorp, LLC

CLOSED

Shares0 from 47,900

Change-47,900 (-100%)

Value$0 (-$2.7K)

Filed 2026-07-14

Arista Wealth Management, LLC

CLOSED

Shares0 from 47,130

Change-47,130 (-100%)

Value$0 (-$330)

Filed 2026-07-09

Benjamin Edwards Inc

CLOSED

Shares0 from 44,090

Change-44,090 (-100%)

Value$0 (-$306)

Filed 2026-07-24

Allworth Financial LP

CLOSED

Shares0 from 38,960

Change-38,960 (-100%)

Value$0 (-$273)

Filed 2026-08-11

Mission Wealth Management, LP

CLOSED

Shares0 from 37,580

Change-37,580 (-100%)

Value$0 (-$264)

Filed 2026-07-20

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 36,860

Change-36,860 (-100%)

Value$0 (-$258)

Filed 2026-08-19

Kingstone Capital Partners Texas, LLC

CLOSED

Shares0 from 33,160

Change-33,160 (-100%)

Value$0 ($0)

Filed 2026-08-11

CIBC World Market Inc.

CLOSED

Shares0 from 32,694

Change-32,694 (-100%)

Value$0 (-$327)

Filed 2026-08-13

Symphony Financial Services, Inc.

CLOSED

Shares0 from 31,710

Change-31,710 (-100%)

Value$0 (-$223)

Filed 2026-07-22

Pekin Hardy Strauss, Inc.

CLOSED

Shares0 from 27,880

Change-27,880 (-100%)

Value$0 (-$195)

Filed 2026-07-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 27,750

Change-27,750 (-100%)

Value$0 (-$999)

Filed 2026-07-22

Great Valley Advisor Group, Inc.

CLOSED

Shares0 from 27,251

Change-27,251 (-100%)

Value$0 (-$190)

Filed 2026-08-10

Howe & Rusling Inc

CLOSED

Shares0 from 26,890

Change-26,890 (-100%)

Value$0 (-$189)

Filed 2026-08-10

Compound Planning, Inc.

CLOSED

Shares0 from 26,780

Change-26,780 (-100%)

Value$0 (-$187)

Filed 2026-08-04

United Asset Strategies, Inc.

CLOSED

Shares0 from 26,510

Change-26,510 (-100%)

Value$0 (-$186)

Filed 2026-07-13

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 26,140

Change-26,140 (-100%)

Value$0 (-$183)

Filed 2026-07-28

Park Avenue Securities LLC

CLOSED

Shares0 from 25,560

Change-25,560 (-100%)

Value$0 ($0)

Filed 2026-07-20

PFG Investments, LLC

CLOSED

Shares0 from 24,960

Change-24,960 (-100%)

Value$0 (-$175)

Filed 2026-07-23

Savvy Advisors, Inc.

CLOSED

Shares0 from 24,780

Change-24,780 (-100%)

Value$0 (-$173)

Filed 2026-08-03

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 24,030

Change-24,030 (-100%)

Value$0 (-$168)

Filed 2026-08-13

Quad-Cities Investment Group, LLC

CLOSED

Shares0 from 23,550

Change-23,550 (-100%)

Value$0 (-$165)

Filed 2026-07-07

Avidian Wealth Enterprises, LLC

CLOSED

Shares0 from 23,200

Change-23,200 (-100%)

Value$0 (-$162)

Filed 2026-07-24

Schmidt P J Investment Management Inc

CLOSED

Shares0 from 23,000

Change-23,000 (-100%)

Value$0 (-$161)

Filed 2026-07-29

Insight Advisors, LLC/ PA

CLOSED

Shares0 from 21,850

Change-21,850 (-100%)

Value$0 (-$153)

Filed 2026-08-05

Smith, Moore & Co.

CLOSED

Shares0 from 21,650

Change-21,650 (-100%)

Value$0 (-$152)

Filed 2026-08-12

Two Sigma Securities, LLC

CLOSED

Shares0 from 21,220

Change-21,220 (-100%)

Value$0 (-$149)

Filed 2026-08-14

Hilltop Holdings Inc.

CLOSED

Shares0 from 20,186

Change-20,186 (-100%)

Value$0 (-$141)

Filed 2026-08-13

Chancellor Financial Group WB LP

CLOSED

Shares0 from 19,640

Change-19,640 (-100%)

Value$0 (-$137)

Filed 2026-08-10

Brookstone Capital Management

CLOSED

Shares0 from 19,455

Change-19,455 (-100%)

Value$0 (-$136)

Filed 2026-07-15

Beacon Investment Advisory Services, Inc.

CLOSED

Shares0 from 19,000

Change-19,000 (-100%)

Value$0 (-$133)

Filed 2026-07-08

Beacon Pointe Advisors, LLC

CLOSED

Shares0 from 19,000

Change-19,000 (-100%)

Value$0 (-$133)

Filed 2026-08-18

GTS Securities LLC

CLOSED

Shares0 from 18,680

Change-18,680 (-100%)

Value$0 (-$131)

Filed 2026-08-14

Eagle Wealth Strategies LLC

CLOSED

Shares0 from 18,630

Change-18,630 (-100%)

Value$0 (-$130)

Filed 2026-07-09

Cornerstone Advisory, LLC

CLOSED

Shares0 from 18,520

Change-18,520 (-100%)

Value$0 (-$130)

Filed 2026-07-29

CSS LLC

CLOSED

Shares0 from 17,837

Change-17,837 (-100%)

Value$0 (-$1.8K)

Filed 2026-08-14

Huntington National Bank

CLOSED

Shares0 from 17,346

Change-17,346 (-100%)

Value$0 (-$121)

Filed 2026-08-13

Modera Wealth Management, LLC

CLOSED

Shares0 from 17,210

Change-17,210 (-100%)

Value$0 (-$121)

Filed 2026-08-03

SYM Financial Corp

CLOSED

Shares0 from 16,990

Change-16,990 (-100%)

Value$0 (-$119)

Filed 2026-08-04

Stephens Inc

CLOSED

Shares0 from 16,890

Change-16,890 (-100%)

Value$0 (-$118)

Filed 2026-07-29

Johnson Investment Counsel Inc

CLOSED

Shares0 from 16,730

Change-16,730 (-100%)

Value$0 (-$117)

Filed 2026-07-23

Montz Harcus Wealth Management LLC

CLOSED

Shares0 from 16,670

Change-16,670 (-100%)

Value$0 (-$117)

Filed 2026-07-24

CLOSED

Shares0 from 16,580

Change-16,580 (-100%)

Value$0 (-$116)

Filed 2026-07-15

LRI Investments, LLC

CLOSED

Shares0 from 16,350

Change-16,350 (-100%)

Value$0 (-$114)

Filed 2026-07-14

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 16,320

Change-16,320 (-100%)

Value$0 (-$114)

Filed 2026-07-29

BFC Planning, Inc.

CLOSED

Shares0 from 15,950

Change-15,950 (-100%)

Value$0 (-$112)

Filed 2026-10-29

Glenmede Trust Co NA

CLOSED

Shares0 from 15,473

Change-15,473 (-100%)

Value$0 (-$108)

Filed 2026-08-10

Curran Financial Partners, LLC

CLOSED

Shares0 from 15,330

Change-15,330 (-100%)

Value$0 (-$107)

Filed 2026-08-12

Drucker Wealth 3.0, LLC

CLOSED

Shares0 from 15,323

Change-15,323 (-100%)

Value$0 (-$107)

Filed 2026-07-13

Benchmark Financial Wealth Advisors, LLC

CLOSED

Shares0 from 15,321

Change-15,321 (-100%)

Value$0 (-$107)

Filed 2026-07-17

HUB Investment Partners, LLC

CLOSED

Shares0 from 15,210

Change-15,210 (-100%)

Value$0 (-$106)

Filed 2026-07-31

Acropolis Investment Management, LLC

CLOSED

Shares0 from 14,340

Change-14,340 (-100%)

Value$0 (-$101)

Filed 2026-07-16

RFG - Bristol Wealth Advisors, LLC

CLOSED

Shares0 from 14,270

Change-14,270 (-100%)

Value$0 (-$100)

Filed 2026-07-27

Morton Capital Management LLC

CLOSED

Shares0 from 14,100

Change-14,100 (-100%)

Value$0 (-$99)

Filed 2026-07-23

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 13,860

Change-13,860 (-100%)

Value$0 (-$97)

Filed 2026-08-10

Sagespring Wealth Partners, LLC

CLOSED

Shares0 from 13,680

Change-13,680 (-100%)

Value$0 (-$96)

Filed 2026-08-03

Vestmark Advisory Solutions, Inc.

CLOSED

Shares0 from 13,480

Change-13,480 (-100%)

Value$0 (-$94)

Filed 2026-08-14

Csenge Advisory Group

CLOSED

Shares0 from 13,420

Change-13,420 (-100%)

Value$0 (-$94)

Filed 2026-08-10

Sigma Planning Corp

CLOSED

Shares0 from 13,050

Change-13,050 (-100%)

Value$0 (-$91)

Filed 2026-08-07

Corient Private Wealth LP

CLOSED

Shares0 from 12,500

Change-12,500 (-100%)

Value$0 (-$88)

Filed 2026-08-27

Savant Capital, LLC

CLOSED

Shares0 from 12,300

Change-12,300 (-100%)

Value$0 (-$87)

Filed 2026-08-10

Safeguard Investment Advisory Group, LLC

CLOSED

Shares0 from 11,700

Change-11,700 (-100%)

Value$0 (-$82)

Filed 2026-08-13

Midwest Trust Co

CLOSED

Shares0 from 11,470

Change-11,470 (-100%)

Value$0 (-$80)

Filed 2026-08-05

Summit Wealth Group LLC / Co

CLOSED

Shares0 from 11,350

Change-11,350 (-100%)

Value$0 (-$83)

Filed 2026-07-28

Sanctuary Advisors, LLC

CLOSED

Shares0 from 10,160

Change-10,160 (-100%)

Value$0 (-$71)

Filed 2026-08-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 10,120

Change-10,120 (-100%)

Value$0 (-$71)

Filed 2026-08-12

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 9,150

Change-9,150 (-100%)

Value$0 (-$320)

Filed 2026-07-27

Rothschild Investment LLC

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$42)

Filed 2026-08-06

Wellington Shields & Co., LLC

CLOSED

Shares0 from 5,430

Change-5,430 (-100%)

Value$0 (-$38)

Filed 2026-08-10

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 5,350

Change-5,350 (-100%)

Value$0 (-$38)

Filed 2026-07-20

Nvwm, LLC

CLOSED

Shares0 from 5,260

Change-5,260 (-100%)

Value$0 (-$37)

Filed 2026-07-29

MAI Capital Management

CLOSED

Shares0 from 4,980

Change-4,980 (-100%)

Value$0 (-$35)

Filed 2026-08-14

Fifth Third Bancorp

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$28)

Filed 2026-08-05

Beaird Harris Wealth Management, LLC

CLOSED

Shares0 from 3,920

Change-3,920 (-100%)

Value$0 (-$28)

Filed 2026-07-08

Ameriflex Group, Inc.

CLOSED

Shares0 from 3,450

Change-3,450 (-100%)

Value$0 (-$24)

Filed 2026-08-14

Destiny Wealth Partners, LLC

CLOSED

Shares0 from 3,300

Change-3,300 (-100%)

Value$0 (-$23)

Filed 2026-08-07

IFG Advisory, LLC

CLOSED

Shares0 from 3,300

Change-3,300 (-100%)

Value$0 (-$23)

Filed 2026-08-14

Gen-Wealth Partners Inc

CLOSED

Shares0 from 3,100

Change-3,100 (-100%)

Value$0 (-$22)

Filed 2026-08-10

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 2,880

Change-2,880 (-100%)

Value$0 (-$103)

Filed 2026-07-16

WHI Trust Co LLC

CLOSED

Shares0 from 2,690

Change-2,690 (-100%)

Value$0 (-$19)

Filed 2026-08-11

Paladin Partners, LLC

CLOSED

Shares0 from 2,630

Change-2,630 (-100%)

Value$0 (-$18)

Filed 2026-08-07

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 740

Change-740 (-100%)

Value$0 (-$5)

Filed 2026-08-14

Addison Advisors LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$4)

Filed 2026-08-10

Prestige Wealth Management Group LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$3)

Filed 2026-08-14

Frazier Financial Advisors, LLC

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$3)

Filed 2026-08-10

Harbour Investments, Inc.

CLOSED

Shares0 from 330

Change-330 (-100%)

Value$0 (-$2)

Filed 2026-08-12

Vanguard National Trust Co

CLOSED

Shares0 from 190

Change-190 (-100%)

Value$0 (-$1)

Filed 2026-08-13

Sound Income Strategies, LLC

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$4)

Filed 2026-07-20

Key FInancial Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1)

Filed 2026-07-24

Burns Wealth Management, Inc.

N/A

Shares— from 48,740

Change-48,740 (-100%)

Value—

CWM, LLC

N/A

Shares— from 12,830

Change-12,830 (-100%)

Value—

Financial Gravity Wealth, Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	1,670	5,690	-4,020	-71%	$40	$120	+$80	2026-07-20
Ursa Fund Management, LLC	CLOSED	0	29,991,406	-29,991,406	-100%	$209.9K	$0	-$209.9K	2026-08-14
LPL Financial LLC	CLOSED	0	4,211,006	-4,211,006	-100%	$29.5K	$0	-$29.5K	2026-08-07
Yakira Capital Management, Inc.	CLOSED	0	3,543,234	-3,543,234	-100%	$24.8K	$0	-$24.8K	2026-08-13
Quarry LP	CLOSED	0	3,319,461	-3,319,461	-100%	$23.2K	$0	-$23.2K	2026-08-14
Boothbay Fund Management, LLC	CLOSED	0	3,247,684	-3,247,684	-100%	$22.7K	$0	-$22.7K	2026-08-14
Alpine Global Management, LLC	CLOSED	0	3,245,215	-3,245,215	-100%	$22.7K	$0	-$22.7K	2026-08-14
Absolute Investment Advisers, LLC	CLOSED	0	2,230,846	-2,230,846	-100%	$15.6K	$0	-$15.6K	2026-07-21
Morgan Stanley	CLOSED	0	1,911,316	-1,911,316	-100%	$13.4K	$0	-$13.4K	2026-08-13
Commonwealth Equity Services, LLC	CLOSED	0	1,488,760	-1,488,760	-100%	$10.4K	$0	-$10.4K	2026-07-29
Cable Car Capital, LPA	CLOSED	0	1,050,000	-1,050,000	-100%	$7.4K	$0	-$7.4K	2026-08-14
Gamco Investors, Inc. ET AL	CLOSED	0	841,680	-841,680	-100%	$5.9K	$0	-$5.9K	2026-08-12
Citadel Advisors LLC	CLOSED	0	800,272	-800,272	-100%	$5.6K	$0	-$5.6K	2026-09-02
Susquehanna International Group, LLP	CLOSED	0	729,763	-729,763	-100%	$5.1K	$0	-$5.1K	2026-08-14
Cetera Investment Advisers	CLOSED	0	690,580	-690,580	-100%	$4.8K	$0	-$4.8K	2026-08-12
Bank of America Corp	CLOSED	0	614,833	-614,833	-100%	$4.3K	$0	-$4.3K	2026-08-14
Raymond James Financial Inc	CLOSED	0	609,999	-609,999	-100%	$4.3K	$0	-$4.3K	2026-08-14
Independent Financial Group, LLC	CLOSED	0	583,290	-583,290	-100%	$4.1K	$0	-$4.1K	2026-07-15
Cambridge Investment Research Advisors, Inc.	CLOSED	0	550,570	-550,570	-100%	$4	$0	-$4	2026-07-30
Wells Fargo & Company	CLOSED	0	546,523	-546,523	-100%	$3.8K	$0	-$3.8K	2026-08-14
T3 Companies, LLC	CLOSED	0	541,099	-541,099	-100%	$3.8K	$0	-$3.8K	2026-07-27
Live Oak Private Wealth LLC	CLOSED	0	514,210	-514,210	-100%	$3.6K	$0	-$3.6K	2026-07-20
Envestnet Asset Management Inc	CLOSED	0	512,800	-512,800	-100%	$3.6K	$0	-$3.6K	2026-09-23
SIT Investment Associates Inc	CLOSED	0	500,462	-500,462	-100%	$4	$0	-$4	2026-08-12
Scotia Capital Inc.	CLOSED	0	454,860	-454,860	-100%	$3.2K	$0	-$3.2K	2026-08-11
Virtu Financial LLC	CLOSED	0	447,050	-447,050	-100%	$3	$0	-$3	2026-08-13
Independent Advisor Alliance	CLOSED	0	402,231	-402,231	-100%	$2.8K	$0	-$2.8K	2026-08-12
Kestra Advisory Services, LLC	CLOSED	0	384,460	-384,460	-100%	$2.7K	$0	-$2.7K	2026-07-28
Accel Wealth Management	CLOSED	0	338,780	-338,780	-100%	$2.4K	$0	-$2.4K	2026-07-10
Steward Partners Investment Advisory, LLC	CLOSED	0	319,410	-319,410	-100%	$2.2K	$0	-$2.2K	2026-08-13
Creative Planning	CLOSED	0	317,960	-317,960	-100%	$2.2K	$0	-$2.2K	2026-08-13
Cohen & Steers, Inc.	CLOSED	0	280,000	-280,000	-100%	$2	$0	-$2	2026-08-14
Golden State Wealth Management, LLC	CLOSED	0	274,880	-274,880	-100%	$1.9K	$0	-$1.9K	2026-07-22
Truist Financial Corp	CLOSED	0	274,140	-274,140	-100%	$1.9K	$0	-$1.9K	2026-07-28
UBS Group AG	CLOSED	0	273,605	-273,605	-100%	$1.9K	$0	-$1.9K	2026-08-13
Royal Bank of Canada	CLOSED	0	271,191	-271,191	-100%	$2.0K	$0	-$2.0K	2026-08-14
Almitas Capital LLC	CLOSED	0	270,720	-270,720	-100%	$1.9K	$0	-$1.9K	2026-08-17
&partners	CLOSED	0	267,240	-267,240	-100%	$1.9K	$0	-$1.9K	2026-08-14
Osaic Holdings, Inc.	CLOSED	0	239,570	-239,570	-100%	$2.3K	$0	-$2.3K	2026-08-14
Cerity Partners LLC	CLOSED	0	214,148	-214,148	-100%	$1.5K	$0	-$1.5K	2026-08-14
Wedbush Securities Inc	CLOSED	0	187,236	-187,236	-100%	$1	$0	-$1	2026-07-28
Private Advisor Group, LLC	CLOSED	0	167,195	-167,195	-100%	$1.2K	$0	-$1.2K	2026-07-27
Janney Montgomery Scott LLC	CLOSED	0	158,630	-158,630	-100%	$1	$0	-$1	2026-08-05
Wealthspire Advisors, LLC	CLOSED	0	147,080	-147,080	-100%	$1.0K	$0	-$1.0K	2026-08-11
PMG Family Office LLC	CLOSED	0	139,080	-139,080	-100%	$974	$0	-$974	2026-07-16
City of London Investment Management Co LTD	CLOSED	0	135,460	-135,460	-100%	$948	$0	-$948	2026-07-31
Valley Brook Capital Group, Inc.	CLOSED	0	130,770	-130,770	-100%	$916	$0	-$916	2026-07-27
HRT Financial LP	CLOSED	0	129,352	-129,352	-100%	$0	$0	$0	2026-08-14
Dynamic Advisor Solutions LLC	CLOSED	0	121,630	-121,630	-100%	$851	$0	-$851	2026-07-07
Stratos Wealth Partners, Ltd.	CLOSED	0	107,764	-107,764	-100%	$754	$0	-$754	2026-08-11
Kera Capital Partners, Inc.	CLOSED	0	105,780	-105,780	-100%	$740	$0	-$740	2026-08-14
Captrust Financial Advisors	CLOSED	0	97,930	-97,930	-100%	$686	$0	-$686	2026-08-13
Hollencrest Capital Management	CLOSED	0	95,540	-95,540	-100%	$669	$0	-$669	2026-08-13
Oppenheimer & Co Inc	CLOSED	0	89,060	-89,060	-100%	$623	$0	-$623	2026-08-03
Flynn Zito Capital Management, LLC	CLOSED	0	88,830	-88,830	-100%	$623	$0	-$623	2026-07-24
MML Investors Services, LLC	CLOSED	0	88,370	-88,370	-100%	$619	$0	-$619	2026-08-07
Ascentis Independent Advisors	CLOSED	0	88,140	-88,140	-100%	$616	$0	-$616	2026-08-04
Advisory Services Network, LLC	CLOSED	0	86,790	-86,790	-100%	$608	$0	-$608	2026-08-12
Leigh Baldwin & Co., LLC	CLOSED	0	86,090	-86,090	-100%	$603	$0	-$603	2026-08-13
Marex Group Ltd	CLOSED	0	85,768	-85,768	-100%	$600	$0	-$600	2026-08-14
World Investment Advisors	CLOSED	0	82,880	-82,880	-100%	$578	$0	-$578	2026-08-14
NorthRock Partners, LLC	CLOSED	0	79,680	-79,680	-100%	$558	$0	-$558	2026-08-11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	CLOSED	0	71,620	-71,620	-100%	$502	$0	-$502	2026-07-15
Stifel Financial Corp	CLOSED	0	71,040	-71,040	-100%	$498	$0	-$498	2026-08-12
Equitable Holdings, Inc.	CLOSED	0	65,620	-65,620	-100%	$460	$0	-$460	2026-08-17
Mariner, LLC	CLOSED	0	65,310	-65,310	-100%	$457	$0	-$457	2026-08-13
Mercer Global Advisors Inc	CLOSED	0	61,870	-61,870	-100%	$433	$0	-$433	2026-08-19
Zinnia Wealth Advisory, LLC	CLOSED	0	57,410	-57,410	-100%	$402	$0	-$402	2026-07-30
Ameriprise Financial Inc	CLOSED	0	50,520	-50,520	-100%	$354	$0	-$354	2026-08-14
Plancorp, LLC	CLOSED	0	47,900	-47,900	-100%	$2.7K	$0	-$2.7K	2026-07-14
Arista Wealth Management, LLC	CLOSED	0	47,130	-47,130	-100%	$330	$0	-$330	2026-07-09
Benjamin Edwards Inc	CLOSED	0	44,090	-44,090	-100%	$306	$0	-$306	2026-07-24
Allworth Financial LP	CLOSED	0	38,960	-38,960	-100%	$273	$0	-$273	2026-08-11
Mission Wealth Management, LP	CLOSED	0	37,580	-37,580	-100%	$264	$0	-$264	2026-07-20
Kingsview Wealth Management, LLC	CLOSED	0	36,860	-36,860	-100%	$258	$0	-$258	2026-08-19
Kingstone Capital Partners Texas, LLC	CLOSED	0	33,160	-33,160	-100%	$0	$0	$0	2026-08-11
CIBC World Market Inc.	CLOSED	0	32,694	-32,694	-100%	$327	$0	-$327	2026-08-13
Symphony Financial Services, Inc.	CLOSED	0	31,710	-31,710	-100%	$223	$0	-$223	2026-07-22
Pekin Hardy Strauss, Inc.	CLOSED	0	27,880	-27,880	-100%	$195	$0	-$195	2026-07-30
International Assets Investment Management, LLC	CLOSED	0	27,750	-27,750	-100%	$999	$0	-$999	2026-07-22
Great Valley Advisor Group, Inc.	CLOSED	0	27,251	-27,251	-100%	$190	$0	-$190	2026-08-10
Howe & Rusling Inc	CLOSED	0	26,890	-26,890	-100%	$189	$0	-$189	2026-08-10
Compound Planning, Inc.	CLOSED	0	26,780	-26,780	-100%	$187	$0	-$187	2026-08-04
United Asset Strategies, Inc.	CLOSED	0	26,510	-26,510	-100%	$186	$0	-$186	2026-07-13
Kestra Private Wealth Services, LLC	CLOSED	0	26,140	-26,140	-100%	$183	$0	-$183	2026-07-28
Park Avenue Securities LLC	CLOSED	0	25,560	-25,560	-100%	$0	$0	$0	2026-07-20
PFG Investments, LLC	CLOSED	0	24,960	-24,960	-100%	$175	$0	-$175	2026-07-23
Savvy Advisors, Inc.	CLOSED	0	24,780	-24,780	-100%	$173	$0	-$173	2026-08-03
Rockefeller Capital Management L.P.	CLOSED	0	24,030	-24,030	-100%	$168	$0	-$168	2026-08-13
Quad-Cities Investment Group, LLC	CLOSED	0	23,550	-23,550	-100%	$165	$0	-$165	2026-07-07
Avidian Wealth Enterprises, LLC	CLOSED	0	23,200	-23,200	-100%	$162	$0	-$162	2026-07-24
Schmidt P J Investment Management Inc	CLOSED	0	23,000	-23,000	-100%	$161	$0	-$161	2026-07-29
Insight Advisors, LLC/ PA	CLOSED	0	21,850	-21,850	-100%	$153	$0	-$153	2026-08-05
Smith, Moore & Co.	CLOSED	0	21,650	-21,650	-100%	$152	$0	-$152	2026-08-12
Two Sigma Securities, LLC	CLOSED	0	21,220	-21,220	-100%	$149	$0	-$149	2026-08-14
Hilltop Holdings Inc.	CLOSED	0	20,186	-20,186	-100%	$141	$0	-$141	2026-08-13
Chancellor Financial Group WB LP	CLOSED	0	19,640	-19,640	-100%	$137	$0	-$137	2026-08-10
Brookstone Capital Management	CLOSED	0	19,455	-19,455	-100%	$136	$0	-$136	2026-07-15
Beacon Investment Advisory Services, Inc.	CLOSED	0	19,000	-19,000	-100%	$133	$0	-$133	2026-07-08
Beacon Pointe Advisors, LLC	CLOSED	0	19,000	-19,000	-100%	$133	$0	-$133	2026-08-18
GTS Securities LLC	CLOSED	0	18,680	-18,680	-100%	$131	$0	-$131	2026-08-14
Eagle Wealth Strategies LLC	CLOSED	0	18,630	-18,630	-100%	$130	$0	-$130	2026-07-09
Cornerstone Advisory, LLC	CLOSED	0	18,520	-18,520	-100%	$130	$0	-$130	2026-07-29
CSS LLC	CLOSED	0	17,837	-17,837	-100%	$1.8K	$0	-$1.8K	2026-08-14
Huntington National Bank	CLOSED	0	17,346	-17,346	-100%	$121	$0	-$121	2026-08-13
Modera Wealth Management, LLC	CLOSED	0	17,210	-17,210	-100%	$121	$0	-$121	2026-08-03
SYM Financial Corp	CLOSED	0	16,990	-16,990	-100%	$119	$0	-$119	2026-08-04
Stephens Inc	CLOSED	0	16,890	-16,890	-100%	$118	$0	-$118	2026-07-29
Johnson Investment Counsel Inc	CLOSED	0	16,730	-16,730	-100%	$117	$0	-$117	2026-07-23
Montz Harcus Wealth Management LLC	CLOSED	0	16,670	-16,670	-100%	$117	$0	-$117	2026-07-24
Register Financial Advisors LLC	CLOSED	0	16,580	-16,580	-100%	$116	$0	-$116	2026-07-15
LRI Investments, LLC	CLOSED	0	16,350	-16,350	-100%	$114	$0	-$114	2026-07-14
Ashton Thomas Private Wealth, LLC	CLOSED	0	16,320	-16,320	-100%	$114	$0	-$114	2026-07-29
BFC Planning, Inc.	CLOSED	0	15,950	-15,950	-100%	$112	$0	-$112	2026-10-29
Glenmede Trust Co NA	CLOSED	0	15,473	-15,473	-100%	$108	$0	-$108	2026-08-10
Curran Financial Partners, LLC	CLOSED	0	15,330	-15,330	-100%	$107	$0	-$107	2026-08-12
Drucker Wealth 3.0, LLC	CLOSED	0	15,323	-15,323	-100%	$107	$0	-$107	2026-07-13
Benchmark Financial Wealth Advisors, LLC	CLOSED	0	15,321	-15,321	-100%	$107	$0	-$107	2026-07-17
HUB Investment Partners, LLC	CLOSED	0	15,210	-15,210	-100%	$106	$0	-$106	2026-07-31
Acropolis Investment Management, LLC	CLOSED	0	14,340	-14,340	-100%	$101	$0	-$101	2026-07-16
RFG - Bristol Wealth Advisors, LLC	CLOSED	0	14,270	-14,270	-100%	$100	$0	-$100	2026-07-27
Morton Capital Management LLC	CLOSED	0	14,100	-14,100	-100%	$99	$0	-$99	2026-07-23
Wellington Shields Capital Management, LLC	CLOSED	0	13,860	-13,860	-100%	$97	$0	-$97	2026-08-10
Sagespring Wealth Partners, LLC	CLOSED	0	13,680	-13,680	-100%	$96	$0	-$96	2026-08-03
Vestmark Advisory Solutions, Inc.	CLOSED	0	13,480	-13,480	-100%	$94	$0	-$94	2026-08-14
Csenge Advisory Group	CLOSED	0	13,420	-13,420	-100%	$94	$0	-$94	2026-08-10
Sigma Planning Corp	CLOSED	0	13,050	-13,050	-100%	$91	$0	-$91	2026-08-07
Corient Private Wealth LP	CLOSED	0	12,500	-12,500	-100%	$88	$0	-$88	2026-08-27
Savant Capital, LLC	CLOSED	0	12,300	-12,300	-100%	$87	$0	-$87	2026-08-10
Safeguard Investment Advisory Group, LLC	CLOSED	0	11,700	-11,700	-100%	$82	$0	-$82	2026-08-13
Midwest Trust Co	CLOSED	0	11,470	-11,470	-100%	$80	$0	-$80	2026-08-05
Summit Wealth Group LLC / Co	CLOSED	0	11,350	-11,350	-100%	$83	$0	-$83	2026-07-28
Sanctuary Advisors, LLC	CLOSED	0	10,160	-10,160	-100%	$71	$0	-$71	2026-08-13
Northwestern Mutual Wealth Management Co	CLOSED	0	10,120	-10,120	-100%	$71	$0	-$71	2026-08-12
TD Waterhouse Canada Inc.	CLOSED	0	9,150	-9,150	-100%	$320	$0	-$320	2026-07-27
Rothschild Investment LLC	CLOSED	0	6,000	-6,000	-100%	$42	$0	-$42	2026-08-06
Wellington Shields & Co., LLC	CLOSED	0	5,430	-5,430	-100%	$38	$0	-$38	2026-08-10
GHP Investment Advisors, Inc.	CLOSED	0	5,350	-5,350	-100%	$38	$0	-$38	2026-07-20
Nvwm, LLC	CLOSED	0	5,260	-5,260	-100%	$37	$0	-$37	2026-07-29
MAI Capital Management	CLOSED	0	4,980	-4,980	-100%	$35	$0	-$35	2026-08-14
Fifth Third Bancorp	CLOSED	0	4,000	-4,000	-100%	$28	$0	-$28	2026-08-05
Beaird Harris Wealth Management, LLC	CLOSED	0	3,920	-3,920	-100%	$28	$0	-$28	2026-07-08
Ameriflex Group, Inc.	CLOSED	0	3,450	-3,450	-100%	$24	$0	-$24	2026-08-14
Destiny Wealth Partners, LLC	CLOSED	0	3,300	-3,300	-100%	$23	$0	-$23	2026-08-07
IFG Advisory, LLC	CLOSED	0	3,300	-3,300	-100%	$23	$0	-$23	2026-08-14
Gen-Wealth Partners Inc	CLOSED	0	3,100	-3,100	-100%	$22	$0	-$22	2026-08-10
Vermillion Wealth Management, Inc.	CLOSED	0	2,880	-2,880	-100%	$103	$0	-$103	2026-07-16
WHI Trust Co LLC	CLOSED	0	2,690	-2,690	-100%	$19	$0	-$19	2026-08-11
Paladin Partners, LLC	CLOSED	0	2,630	-2,630	-100%	$18	$0	-$18	2026-08-07
Federation des caisses Desjardins du Quebec	CLOSED	0	740	-740	-100%	$5	$0	-$5	2026-08-14
Addison Advisors LLC	CLOSED	0	500	-500	-100%	$4	$0	-$4	2026-08-10
Prestige Wealth Management Group LLC	CLOSED	0	350	-350	-100%	$3	$0	-$3	2026-08-14
Frazier Financial Advisors, LLC	CLOSED	0	330	-330	-100%	$3	$0	-$3	2026-08-10
Harbour Investments, Inc.	CLOSED	0	330	-330	-100%	$2	$0	-$2	2026-08-12
Vanguard National Trust Co	CLOSED	0	190	-190	-100%	$1	$0	-$1	2026-08-13
Sound Income Strategies, LLC	CLOSED	0	110	-110	-100%	$4	$0	-$4	2026-07-20
Key FInancial Inc	CLOSED	0	100	-100	-100%	$1	$0	-$1	2026-07-24
Burns Wealth Management, Inc.	N/A	—	48,740	-48,740	-100%	$342	—	—	—
CWM, LLC	N/A	—	12,830	-12,830	-100%	$90	—	—	—
Financial Gravity Wealth, Inc.	N/A	—	2,000	-2,000	-100%	$14	—	—	—

Showing 160 of 160 institutions