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Gamco Glbl Gold Ntrl RES Inc (GGN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Formidable Asset Management, LLC
DECREASED
Shares1,319,591 from 1,370,222
Change-50,631 (-4%)
Value$6.4M (-$902.8K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares966,318 from 957,879
Change+8,439 (+1%)
Value$4.9M (+$311.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares752,539 from 727,383
Change+25,156 (+3%)
Value$4.0M (+$452.9K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares739,302 from 723,048
Change+16,254 (+2%)
Value$3.9M (+$404.0K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares458,718 from 339,118
Change+119,600 (+35%)
Value$2.4M (+$780.7K)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares384,930 from 384,930
Change0 (0%)
Value$2.0M (+$169.4K)
Filed 2026-10-05
VestGen Advisors, LLC
INCREASED
Shares369,397 from 346,328
Change+23,069 (+7%)
Value$2.0M (+$274.2K)
Filed 2026-10-27
HighPoint Advisor Group LLC
DECREASED
Shares365,450 from 374,727
Change-9,277 (-2%)
Value$1.9M (+$115.9K)
Filed 2026-11-09
Absolute Investment Advisers, LLC
NEW
Shares352,464
Change+352,464
Value$1.9M
Filed 2026-10-21
Capital Wealth Alliance, LLC
DECREASED
Shares280,367 from 287,229
Change-6,862 (-2%)
Value$1.5M (+$90.1K)
Filed 2026-10-20
Wolverine Asset Management LLC
DECREASED
Shares236,763 from 408,892
Change-172,129 (-42%)
Value$1.3M (-$728.9K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares232,400 from 213,900
Change+18,500 (+9%)
Value$1.2M (+$191.8K)
Filed 2026-11-06
City of London Investment Management Co LTD
NEW
Shares156,300
Change+156,300
Value$825.3K
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares144,641 from 143,286
Change+1,355 (+1%)
Value$763.7K (+$70.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares140,484 from 141,619
Change-1,135 (-1%)
Value$741.8K (+$56.3K)
Filed 2026-11-06
Compound Planning, Inc.
NEW
Shares131,166
Change+131,166
Value$692.6K
Filed 2026-11-09
Calamos Advisors LLC
DECREASED
Shares128,752 from 146,278
Change-17,526 (-12%)
Value$679.8K (-$28.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares121,823 from 122,454
Change-631 (-1%)
Value$643.2K (+$50.5K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares120,705 from 125,705
Change-5,000 (-4%)
Value$637.3K (+$28.9K)
Filed 2026-10-26
Alessandra Capital Management, LLC
INCREASED
Shares113,825 from 111,025
Change+2,800 (+3%)
Value$601.0K (+$63.6K)
Filed 2026-10-30
Carnegie Lake Advisors LLC
UNCHANGED
Shares111,481 from 111,481
Change0 (0%)
Value$588.6K (+$49.1K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares105,399 from 112,357
Change-6,958 (-6%)
Value$556.5K (+$12.7K)
Filed 2026-11-06
NWF Advisory Services Inc.
UNCHANGED
Shares100,628 from 100,628
Change0 (0%)
Value$531.3K (+$44.3K)
Filed 2026-10-19
Nwam LLC
INCREASED
Shares96,586 from 88,454
Change+8,132 (+9%)
Value$510.0K (+$81.9K)
Filed 2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED
Shares96,054 from 98,386
Change-2,332 (-2%)
Value$507.2K (+$31.0K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
DECREASED
Shares95,601 from 112,930
Change-17,329 (-15%)
Value$504.8K (-$41.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares95,589 from 94,283
Change+1,306 (+1%)
Value$504.7K (+$48.4K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares95,259 from 96,258
Change-999 (-1%)
Value$503.0K (+$37.1K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares76,697 from 82,983
Change-6,286 (-8%)
Value$405.0K (+$3.3K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares76,230 from 37,990
Change+38,240 (+101%)
Value$399.2K (+$210.1K)
Filed 2026-11-03
Bank of Montreal
UNCHANGED
Shares71,617 from 71,617
Change0 (0%)
Value$378.1K (+$31.5K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares66,862 from 65,874
Change+988 (+2%)
Value$353.0K (+$34.0K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares64,835 from 55,086
Change+9,749 (+18%)
Value$342.3K (+$75.7K)
Filed 2026-10-23
Live Oak Private Wealth LLC
UNCHANGED
Shares63,152 from 63,152
Change0 (0%)
Value$333.4K (+$27.8K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares57,300 from 108,900
Change-51,600 (-47%)
Value$302.5K (-$224.5K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares52,356 from 49,104
Change+3,252 (+7%)
Value$276.0K (+$38.0K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares51,240 from 50,240
Change+1,000 (+2%)
Value$270.5K (+$27.4K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
UNCHANGED
Shares50,720 from 50,720
Change0 (0%)
Value$267.8K (+$22.3K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares50,329 from 48,209
Change+2,120 (+4%)
Value$266.0K (+$33.0K)
Filed 2026-11-05
Abel Hall, LLC
UNCHANGED
Shares46,000 from 46,000
Change0 (0%)
Value$242.9K (+$20.2K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares45,061 from 44,115
Change+946 (+2%)
Value$237.9K (+$26.2K)
Filed 2026-11-02
JGP Wealth Management, LLC
UNCHANGED
Shares43,345 from 43,345
Change0 (0%)
Value$228.9K (+$19.1K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares36,332 from 35,996
Change+336 (+1%)
Value$191.8K (+$18.7K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares35,861 from 35,263
Change+598 (+2%)
Value$189.3K (+$18.7K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares32,560 from 32,560
Change0 (0%)
Value$157.6K ($0)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares31,365 from 31,316
Change+49 (+0%)
Value$165.6K (+$14.0K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares31,084 from 33,097
Change-2,013 (-6%)
Value$164.1K (+$3.9K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares28,024 from 28,024
Change0 (0%)
Value$148.0K (+$12.3K)
Filed 2026-10-16
LVZ, Inc.
UNCHANGED
Shares27,982 from 27,982
Change0 (0%)
Value$147.7K (+$12.3K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares27,360 from 27,288
Change+72 (+0%)
Value$144.5K (+$12.4K)
Filed 2026-11-03
Vista Investment Partners LLC
UNCHANGED
Shares24,141 from 24,141
Change0 (0%)
Value$127.5K (+$10.6K)
Filed 2026-10-08
Eiger Wealth Management, LLC
UNCHANGED
Shares23,803 from 23,803
Change0 (0%)
Value$125.7K (+$10.5K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares23,711 from 26,575
Change-2,864 (-11%)
Value$125.2K (-$3.4K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares23,271 from 22,130
Change+1,141 (+5%)
Value$122.9K (+$15.8K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED
Shares23,148 from 24,148
Change-1,000 (-4%)
Value$122.2K (+$5.3K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares20,216 from 19,339
Change+877 (+5%)
Value$106.7K (+$13.1K)
Filed 2026-10-29
Decision Investments, Inc
UNCHANGED
Shares18,290 from 18,290
Change0 (0%)
Value$96.6K (+$8.0K)
Filed 2026-10-07
Pacific Sage Partners, LLC
UNCHANGED
Shares17,345 from 17,345
Change0 (0%)
Value$91.6K (+$7.6K)
Filed 2026-10-21
Nations Financial Group Inc,
NEW
Shares17,271
Change+17,271
Value$91.2K
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares15,725 from 15,725
Change0 (0%)
Value$83.0K (+$6.9K)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares15,408 from 14,908
Change+500 (+3%)
Value$81.4K (+$9.2K)
Filed 2026-10-28
HighTower Advisors, LLC
INCREASED
Shares15,191 from 12,511
Change+2,680 (+21%)
Value$80.2K (+$19.7K)
Filed 2026-11-10
Integris Wealth Management, LLC
NEW
Shares14,753
Change+14,753
Value$77.9K
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares14,564 from 14,375
Change+189 (+1%)
Value$76.9K (+$7.3K)
Filed 2026-11-04
Freestone Capital Holdings, LLC
DECREASED
Shares14,454 from 16,415
Change-1,961 (-12%)
Value$76.3K (-$3.1K)
Filed 2026-11-09
Detalus Advisors, LLC
INCREASED
Shares14,062 from 13,916
Change+146 (+1%)
Value$74.2K (+$6.9K)
Filed 2026-10-15
Mitchell Sinkler & Starr
UNCHANGED
Shares13,750 from 13,750
Change0 (0%)
Value$72.6K (+$6.1K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares13,025 from 13,025
Change0 (0%)
Value$68.8K (+$5.7K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares11,872 from 7,387
Change+4,485 (+61%)
Value$62.7K (+$26.9K)
Filed 2026-10-29
Midwest Trust Co
NEW
Shares11,162
Change+11,162
Value$58.9K
Filed 2026-10-22
Tactive Advisors, LLC
NEW
Shares10,659
Change+10,659
Value$56.3K
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares10,656 from 14,556
Change-3,900 (-27%)
Value$56.3K (-$14.2K)
Filed 2026-10-21
Diversified Trust Co
NEW
Shares10,000
Change+10,000
Value$52.8K
Filed 2026-11-06
Huntleigh Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$52.8K (+$4.4K)
Filed 2026-11-03
Geneos Wealth Management Inc.
NEW
Shares9,943
Change+9,943
Value$52.5K
Filed 2026-11-09
Montag A & Associates Inc
UNCHANGED
Shares9,287 from 9,287
Change0 (0%)
Value$49.0K (+$4.1K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares8,350 from 8,850
Change-500 (-6%)
Value$44.1K (+$1.3K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares7,700 from 6,000
Change+1,700 (+28%)
Value$40.7K (+$11.6K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares4,325 from 4,253
Change+72 (+2%)
Value$22.8K (+$2.3K)
Filed 2026-11-05
United Community Bank
NEW
Shares4,052
Change+4,052
Value$21.4K
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,856 from 4,392
Change-536 (-12%)
Value$20.4K (-$897)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$18.6K (+$1.5K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
INCREASED
Shares3,393 from 3,355
Change+38 (+1%)
Value$17.9K (+$1.7K)
Filed 2026-10-21
Gables Capital Management Inc.
UNCHANGED
Shares3,333 from 3,333
Change0 (0%)
Value$17.6K (+$1.5K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares3,306
Change+3,306
Value$17.5K
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$10.2K (+$848)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$6.9K (+$572)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$6.3K (+$528)
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$5.5K (+$504)
Filed 2026-10-15
Nuveen, LLC
NEW
Shares1,025
Change+1,025
Value$3.7K
Filed 2026-11-10
N.E.W. Advisory Services LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$4.2K (+$352)
Filed 2026-11-09
SJS Investment Consulting Inc.
INCREASED
Shares696 from 684
Change+12 (+2%)
Value$3.7K (+$362)
Filed 2026-10-26
Tidemark, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$3.2K (+$263)
Filed 2026-11-09
Golden State Wealth Management, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$2.7K (+$229)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$2.5K (+$211)
Filed 2026-10-08
Vision Financial Markets LLC
INCREASED
Shares453 from 445
Change+8 (+2%)
Value$2.4K (+$249)
Filed 2026-10-22
Larson Financial Group LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$2.1K (+$179)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$2.1K (+$171)
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares245
Change+245
Value$1
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares80
Change+80
Value$422
Filed 2026-10-21
Citigroup Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$16 (+$1)
Filed 2026-11-04
Fisher Asset Management, LLC
CLOSED
Shares0 from 22,200
Change-22,200 (-100%)
Value$0 (-$107.5K)
Filed 2026-11-06
High Net Worth Advisory Group LLC
CLOSED
Shares0 from 19,475
Change-19,475 (-100%)
Value$0 (-$94.3K)
Filed 2026-10-26
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 12,450
Change-12,450 (-100%)
Value$0 (-$60.3K)
Filed 2026-10-07
Modera Wealth Management, LLC
CLOSED
Shares0 from 12,231
Change-12,231 (-100%)
Value$0 (-$59.2K)
Filed 2026-10-28
Wespac Advisors, LLC
CLOSED
Shares0 from 11,792
Change-11,792 (-100%)
Value$0 (-$57.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,739
Change-10,739 (-100%)
Value$0 (-$52.3K)
Filed 2026-10-13
IPG Investment Advisors LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$48.4K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 3,504
Change-3,504 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-13
Harbour Investments, Inc.
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-09
Highline Wealth Partners LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-19
Salem Investment Counselors Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 5,213,973
Change-5,213,973 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 2,211,176
Change-2,211,176 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,394,097
Change-1,394,097 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,381,818
Change-1,381,818 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,043,110
Change-1,043,110 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 958,906
Change-958,906 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 796,681
Change-796,681 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 794,272
Change-794,272 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 616,555
Change-616,555 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 598,962
Change-598,962 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 499,586
Change-499,586 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 464,750
Change-464,750 (-100%)
Value—
&partners
N/A
Shares— from 394,767
Change-394,767 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234,968
Change-234,968 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 202,518
Change-202,518 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 164,797
Change-164,797 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 160,490
Change-160,490 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 146,000
Change-146,000 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 137,042
Change-137,042 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129,856
Change-129,856 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 91,750
Change-91,750 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 83,877
Change-83,877 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 73,839
Change-73,839 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,274
Change-64,274 (-100%)
Value—
Stephens Inc
N/A
Shares— from 61,916
Change-61,916 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 53,687
Change-53,687 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 49,596
Change-49,596 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 49,025
Change-49,025 (-100%)
Value—
CSS LLC
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 39,332
Change-39,332 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,151
Change-39,151 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 38,565
Change-38,565 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 36,785
Change-36,785 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,353
Change-35,353 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,525
Change-33,525 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 33,313
Change-33,313 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,643
Change-28,643 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,943
Change-27,943 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 25,027
Change-25,027 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,329
Change-22,329 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 20,807
Change-20,807 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 19,852
Change-19,852 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,941
Change-18,941 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,853
Change-14,853 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,442
Change-9,442 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 105
Change-105 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Formidable Asset Management, LLC
DECREASED1,319,5911,370,222-50,631-4%$7.3M$6.4M-$902.8K2026-11-03
Sovran Advisors, LLC
INCREASED966,318957,879+8,439+1%$4.6M$4.9M+$311.4K2026-11-02
Kestra Advisory Services, LLC
INCREASED752,539727,383+25,156+3%$3.5M$4.0M+$452.9K2026-11-02
LPL Financial LLC
INCREASED739,302723,048+16,254+2%$3.5M$3.9M+$404.0K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED458,718339,118+119,600+35%$1.6M$2.4M+$780.7K2026-10-21
Eastern Bank
UNCHANGED384,930384,93000%$1.9M$2.0M+$169.4K2026-10-05
VestGen Advisors, LLC
INCREASED369,397346,328+23,069+7%$1.7M$2.0M+$274.2K2026-10-27
HighPoint Advisor Group LLC
DECREASED365,450374,727-9,277-2%$1.8M$1.9M+$115.9K2026-11-09
Absolute Investment Advisers, LLC
NEW352,464—+352,464——$1.9M—2026-10-21
Capital Wealth Alliance, LLC
DECREASED280,367287,229-6,862-2%$1.4M$1.5M+$90.1K2026-10-20
Wolverine Asset Management LLC
DECREASED236,763408,892-172,129-42%$2.0M$1.3M-$728.9K2026-11-02
Moors & Cabot, Inc.
INCREASED232,400213,900+18,500+9%$1.0M$1.2M+$191.8K2026-11-06
City of London Investment Management Co LTD
NEW156,300—+156,300——$825.3K—2026-10-30
J.W. Cole Advisors, Inc.
INCREASED144,641143,286+1,355+1%$693.5K$763.7K+$70.2K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED140,484141,619-1,135-1%$685.4K$741.8K+$56.3K2026-11-06
Compound Planning, Inc.
NEW131,166—+131,166——$692.6K—2026-11-09
Calamos Advisors LLC
DECREASED128,752146,278-17,526-12%$708.0K$679.8K-$28.2K2026-11-02
Commonwealth Equity Services, LLC
DECREASED121,823122,454-631-1%$592.7K$643.2K+$50.5K2026-11-02
Ashton Thomas Securities, LLC
DECREASED120,705125,705-5,000-4%$608.4K$637.3K+$28.9K2026-10-26
Alessandra Capital Management, LLC
INCREASED113,825111,025+2,800+3%$537.4K$601.0K+$63.6K2026-10-30
Carnegie Lake Advisors LLC
UNCHANGED111,481111,48100%$539.6K$588.6K+$49.1K2026-11-06
Merit Financial Group, LLC
DECREASED105,399112,357-6,958-6%$543.8K$556.5K+$12.7K2026-11-06
NWF Advisory Services Inc.
UNCHANGED100,628100,62800%$487.0K$531.3K+$44.3K2026-10-19
Nwam LLC
INCREASED96,58688,454+8,132+9%$428.1K$510.0K+$81.9K2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED96,05498,386-2,332-2%$476.2K$507.2K+$31.0K2026-10-23
Concurrent Investment Advisors, LLC
DECREASED95,601112,930-17,329-15%$546.6K$504.8K-$41.8K2026-10-16
Farther Finance Advisors, LLC
INCREASED95,58994,283+1,306+1%$456.3K$504.7K+$48.4K2026-10-08
Truist Financial Corp
DECREASED95,25996,258-999-1%$465.9K$503.0K+$37.1K2026-10-30
Creative Planning
DECREASED76,69782,983-6,286-8%$401.6K$405.0K+$3.3K2026-11-02
StoneX Group Inc.
INCREASED76,23037,990+38,240+101%$189.2K$399.2K+$210.1K2026-11-03
Bank of Montreal
UNCHANGED71,61771,61700%$346.6K$378.1K+$31.5K2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED66,86265,874+988+2%$319.0K$353.0K+$34.0K2026-11-02
Samalin Investment Counsel, LLC
INCREASED64,83555,086+9,749+18%$266.6K$342.3K+$75.7K2026-10-23
Live Oak Private Wealth LLC
UNCHANGED63,15263,15200%$305.7K$333.4K+$27.8K2026-11-02
Oppenheimer & Co Inc
DECREASED57,300108,900-51,600-47%$527.1K$302.5K-$224.5K2026-10-26
Wedbush Securities Inc
INCREASED52,35649,104+3,252+7%$238.0K$276.0K+$38.0K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED51,24050,240+1,000+2%$243.2K$270.5K+$27.4K2026-10-20
Flagship Harbor Advisors, LLC
UNCHANGED50,72050,72000%$245.5K$267.8K+$22.3K2026-10-26
Thrivent Financial for Lutherans
INCREASED50,32948,209+2,120+4%$233.0K$266.0K+$33.0K2026-11-05
Abel Hall, LLC
UNCHANGED46,00046,00000%$222.6K$242.9K+$20.2K2026-10-19
International Assets Investment Management, LLC
INCREASED45,06144,115+946+2%$211.8K$237.9K+$26.2K2026-11-02
JGP Wealth Management, LLC
UNCHANGED43,34543,34500%$209.8K$228.9K+$19.1K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED36,33235,996+336+1%$173.1K$191.8K+$18.7K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED35,86135,263+598+2%$170.7K$189.3K+$18.7K2026-11-05
Allworth Financial LP
UNCHANGED32,56032,56000%$157.6K$157.6K$02026-11-06
Sigma Planning Corp
INCREASED31,36531,316+49+0%$151.6K$165.6K+$14.0K2026-10-23
Fifth Third Bancorp
DECREASED31,08433,097-2,013-6%$160.2K$164.1K+$3.9K2026-11-05
Onyx Bridge Wealth Group LLC
UNCHANGED28,02428,02400%$135.6K$148.0K+$12.3K2026-10-16
LVZ, Inc.
UNCHANGED27,98227,98200%$135.4K$147.7K+$12.3K2026-10-20
RFG Advisory, LLC
INCREASED27,36027,288+72+0%$132.1K$144.5K+$12.4K2026-11-03
Vista Investment Partners LLC
UNCHANGED24,14124,14100%$116.8K$127.5K+$10.6K2026-10-08
Eiger Wealth Management, LLC
UNCHANGED23,80323,80300%$115.2K$125.7K+$10.5K2026-11-03
Choreo, LLC
DECREASED23,71126,575-2,864-11%$128.6K$125.2K-$3.4K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED23,27122,130+1,141+5%$107.1K$122.9K+$15.8K2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED23,14824,148-1,000-4%$116.9K$122.2K+$5.3K2026-10-16
Integrity Alliance, Llc.
INCREASED20,21619,339+877+5%$93.6K$106.7K+$13.1K2026-10-29
Decision Investments, Inc
UNCHANGED18,29018,29000%$88.5K$96.6K+$8.0K2026-10-07
Pacific Sage Partners, LLC
UNCHANGED17,34517,34500%$84.0K$91.6K+$7.6K2026-10-21
Nations Financial Group Inc,
NEW17,271—+17,271——$91.2K—2026-11-05
Acropolis Investment Management, LLC
UNCHANGED15,72515,72500%$76.1K$83.0K+$6.9K2026-10-08
D.A. Davidson & Co.
INCREASED15,40814,908+500+3%$72.2K$81.4K+$9.2K2026-10-28
HighTower Advisors, LLC
INCREASED15,19112,511+2,680+21%$60.6K$80.2K+$19.7K2026-11-10
Integris Wealth Management, LLC
NEW14,753—+14,753——$77.9K—2026-10-14
Creative Financial Designs Inc
INCREASED14,56414,375+189+1%$69.6K$76.9K+$7.3K2026-11-04
Freestone Capital Holdings, LLC
DECREASED14,45416,415-1,961-12%$79.4K$76.3K-$3.1K2026-11-09
Detalus Advisors, LLC
INCREASED14,06213,916+146+1%$67.4K$74.2K+$6.9K2026-10-15
Mitchell Sinkler & Starr
UNCHANGED13,75013,75000%$66.6K$72.6K+$6.1K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED13,02513,02500%$63.0K$68.8K+$5.7K2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED11,8727,387+4,485+61%$35.8K$62.7K+$26.9K2026-10-29
Midwest Trust Co
NEW11,162—+11,162——$58.9K—2026-10-22
Tactive Advisors, LLC
NEW10,659—+10,659——$56.3K—2026-10-08
Assetmark, Inc
DECREASED10,65614,556-3,900-27%$70.5K$56.3K-$14.2K2026-10-21
Diversified Trust Co
NEW10,000—+10,000——$52.8K—2026-11-06
Huntleigh Advisors, Inc.
UNCHANGED10,00010,00000%$48.4K$52.8K+$4.4K2026-11-03
Geneos Wealth Management Inc.
NEW9,943—+9,943——$52.5K—2026-11-09
Montag A & Associates Inc
UNCHANGED9,2879,28700%$45.0K$49.0K+$4.1K2026-10-29
Hilton Head Capital Partners, LLC
DECREASED8,3508,850-500-6%$42.8K$44.1K+$1.3K2026-10-23
Lanark Financial, Inc.
INCREASED7,7006,000+1,700+28%$29.0K$40.7K+$11.6K2026-10-26
Hurley Capital, LLC
INCREASED4,3254,253+72+2%$20.6K$22.8K+$2.3K2026-11-05
United Community Bank
NEW4,052—+4,052——$21.4K—2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED3,8564,392-536-12%$21.3K$20.4K-$8972026-10-27
McCarley & Cook Financial Planners
UNCHANGED3,5213,52100%$17.0K$18.6K+$1.5K2026-10-21
Strengthening Families & Communities, LLC
INCREASED3,3933,355+38+1%$16.2K$17.9K+$1.7K2026-10-21
Gables Capital Management Inc.
UNCHANGED3,3333,33300%$16.1K$17.6K+$1.5K2026-11-04
Jacobi Capital Management LLC
NEW3,306—+3,306——$17.5K—2026-11-05
WPG Advisers, LLC
UNCHANGED1,9271,92700%$9.3K$10.2K+$8482026-10-27
Trust Co of Vermont
UNCHANGED1,3001,30000%$6.3K$6.9K+$5722026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED1,2001,20000%$5.8K$6.3K+$5282026-10-23
Community Financial Services Group, LLC
UNCHANGED1,0501,05000%$5.0K$5.5K+$5042026-10-15
Nuveen, LLC
NEW1,025—+1,025——$3.7K—2026-11-10
N.E.W. Advisory Services LLC
UNCHANGED80080000%$3.9K$4.2K+$3522026-11-09
SJS Investment Consulting Inc.
INCREASED696684+12+2%$3.3K$3.7K+$3622026-10-26
Tidemark, LLC
UNCHANGED59859800%$2.9K$3.2K+$2632026-11-09
Golden State Wealth Management, LLC
UNCHANGED52052000%$2.5K$2.7K+$2292026-11-02
CoreCap Advisors, LLC
UNCHANGED48048000%$2.3K$2.5K+$2112026-10-08
Vision Financial Markets LLC
INCREASED453445+8+2%$2.1K$2.4K+$2492026-10-22
Larson Financial Group LLC
UNCHANGED40540500%$2.0K$2.1K+$1792026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED39039000%$1.9K$2.1K+$1712026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
NEW245—+245——$1—2026-10-14
Root Financial Partners, LLC
NEW80—+80——$422—2026-10-21
Citigroup Inc
UNCHANGED3300%$15$16+$12026-11-04
Fisher Asset Management, LLC
CLOSED022,200-22,200-100%$107.5K$0-$107.5K2026-11-06
High Net Worth Advisory Group LLC
CLOSED019,475-19,475-100%$94.3K$0-$94.3K2026-10-26
Rhodes Investment Advisors Inc
CLOSED012,450-12,450-100%$60.3K$0-$60.3K2026-10-07
Modera Wealth Management, LLC
CLOSED012,231-12,231-100%$59.2K$0-$59.2K2026-10-28
Wespac Advisors, LLC
CLOSED011,792-11,792-100%$57.1K$0-$57.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
CLOSED010,739-10,739-100%$52.3K$0-$52.3K2026-10-13
IPG Investment Advisors LLC
CLOSED010,000-10,000-100%$48.4K$0-$48.4K2026-10-30
Beacon Investment Advisory Services, Inc.
CLOSED03,504-3,504-100%$17.0K$0-$17.0K2026-10-13
Harbour Investments, Inc.
CLOSED02,200-2,200-100%$10.6K$0-$10.6K2026-11-09
Highline Wealth Partners LLC
CLOSED0800-800-100%$3.9K$0-$3.9K2026-10-19
Salem Investment Counselors Inc
CLOSED0250-250-100%$1.2K$0-$1.2K2026-10-13
Morgan Stanley
N/A—5,213,973-5,213,973-100%$25.2M———
1607 Capital Partners, LLC
N/A—2,211,176-2,211,176-100%$10.7M———
Stifel Financial Corp
N/A—1,394,097-1,394,097-100%$6.7M———
Bank of America Corp
N/A—1,381,818-1,381,818-100%$6.7M———
Janney Montgomery Scott LLC
N/A—1,043,110-1,043,110-100%$5.0M———
Osaic Holdings, Inc.
N/A—958,906-958,906-100%$4.6M———
Wells Fargo & Company
N/A—796,681-796,681-100%$3.9M———
Private Advisor Group, LLC
N/A—794,272-794,272-100%$3.8M———
Bleakley Financial Group, LLC
N/A—616,555-616,555-100%$3.0M———
IHT Wealth Management, LLC
N/A—598,962-598,962-100%$2.9M———
Raymond James Financial Inc
N/A—499,586-499,586-100%$2.4M———
Cetera Investment Advisers
N/A—464,750-464,750-100%$2.2M———
&partners
N/A—394,767-394,767-100%$1.9M———
Royal Bank of Canada
N/A—234,968-234,968-100%$1.1M———
Two Sigma Investments, LP
N/A—202,518-202,518-100%$980.2K———
Landscape Capital Management, L.L.C.
N/A—164,797-164,797-100%$797.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—160,490-160,490-100%$776.8K———
Ashford Capital Management Inc
N/A—146,000-146,000-100%$706.6K———
Bramshill Investments, LLC
N/A—137,042-137,042-100%$663.3K———
UBS Group AG
N/A—129,856-129,856-100%$628.5K———
Oxbow Advisors, LLC
N/A—91,750-91,750-100%$444.1K———
Baird Financial Group, Inc.
N/A—83,877-83,877-100%$406.0K———
Garden State Investment Advisory Services LLC
N/A—73,839-73,839-100%$357.4K———
WCG Wealth Advisors LLC
N/A—70,000-70,000-100%$338.8K———
Stratos Wealth Partners, Ltd.
N/A—64,274-64,274-100%$311.1K———
Stephens Inc
N/A—61,916-61,916-100%$299.7K———
PFG Investments, LLC
N/A—53,687-53,687-100%$259.8K———
Comprehensive Money Management Services LLC
N/A—49,596-49,596-100%$240.0K———
Kovack Advisors, Inc.
N/A—49,025-49,025-100%$237.1K———
CSS LLC
N/A—41,700-41,700-100%$201.8K———
Texas Yale Capital Corp.
N/A—39,500-39,500-100%$191.2K———
Insigneo Advisory Services, LLC
N/A—39,332-39,332-100%$190.4K———
Benjamin Edwards Inc
N/A—39,151-39,151-100%$189.4K———
MML Investors Services, LLC
N/A—38,565-38,565-100%$186.7K———
Mercer Global Advisors Inc
N/A—36,785-36,785-100%$178.0K———
Citadel Advisors LLC
N/A—35,353-35,353-100%$171.1K———
Mariner, LLC
N/A—33,525-33,525-100%$162.3K———
Beacon Pointe Advisors, LLC
N/A—33,313-33,313-100%$161.2K———
Focus Partners Wealth
N/A—28,643-28,643-100%$138.6K———
Advisory Services Network, LLC
N/A—27,943-27,943-100%$135.2K———
Financial Plan, Inc.
N/A—25,027-25,027-100%$121.1K———
DF Dent & Co Inc
N/A—23,470-23,470-100%$113.6K———
Sequoia Financial Advisors, LLC
N/A—22,329-22,329-100%$108.1K———
Advisors Capital Management, LLC
N/A—20,807-20,807-100%$100.7K———
Rothschild Wealth LLC
N/A—19,852-19,852-100%$96.1K———
Jane Street Group, LLC
N/A—18,941-18,941-100%$91.7K———
BFC Planning, Inc.
N/A—17,525-17,525-100%$84.8K———
Envestnet Asset Management Inc
N/A—14,970-14,970-100%$72.5K———
Global Retirement Partners, LLC
N/A—14,853-14,853-100%$71.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—13,275-13,275-100%$64.3K———
Nomura Holdings Inc
N/A—11,551-11,551-100%$55.9K———
Almitas Capital LLC
N/A—10,272-10,272-100%$49.7K———
Northwestern Mutual Wealth Management Co
N/A—9,442-9,442-100%$45.7K———
Arax Advisory Partners
N/A—4,957-4,957-100%$24.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,750-2,750-100%$13.3K———
Hollencrest Capital Management
N/A—2,450-2,450-100%$11.9K———
Continuum Advisory, LLC
N/A—2,351-2,351-100%$11.4K———
Osbon Capital Management LLC
N/A—1,792-1,792-100%$8.7K———
Whittier Trust Co
N/A—1,500-1,500-100%$7.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,496-1,496-100%$7.2K———
SHP Wealth Management
N/A—1,200-1,200-100%$5.8K———
NewEdge Advisors, LLC
N/A—1,000-1,000-100%$4.8K———
Federation des caisses Desjardins du Quebec
N/A—1,000-1,000-100%$4.8K———
Frazier Financial Advisors, LLC
N/A—446-446-100%$2.2K———
Truvestments Capital LLC
N/A—202-202-100%$978———
Glen Eagle Advisors, LLC
N/A—120-120-100%$581———
Financial Life Planners
N/A—105-105-100%$509———
Sachetta, LLC
N/A—6-6-100%$30———
Showing 180 of 180 institutions