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Global X Superdividend USE (DIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,447,444 from 1,363,653
Change+83,791 (+6%)
Value$27.2M (+$1.3M)
Filed 2026-11-06
Global X Japan Co., Ltd.
INCREASED
Shares786,795 from 785,840
Change+955 (+0%)
Value$14.8M (-$162.8K)
Filed 2026-10-21
Keeler Thomas Management LLC
DECREASED
Shares613,552 from 627,865
Change-14,313 (-2%)
Value$11.5M (-$413.8K)
Filed 2026-10-29
Wealthfront Advisers LLC
DECREASED
Shares335,439 from 343,937
Change-8,498 (-2%)
Value$6.3M (-$239.0K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares174,624 from 174,500
Change+124 (+0%)
Value$3.3M (-$37.8K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares164,134 from 160,855
Change+3,279 (+2%)
Value$3.1M (+$25.0K)
Filed 2026-11-02
Smart Wealth LLC
DECREASED
Shares152,974 from 161,278
Change-8,304 (-5%)
Value$2.9M (-$193.4K)
Filed 2026-11-04
Sherry Group, Inc.
DECREASED
Shares94,306 from 118,906
Change-24,600 (-21%)
Value$1.8M (-$516.5K)
Filed 2026-10-09
Eagle Strategies LLC
INCREASED
Shares75,098 from 46,888
Change+28,210 (+60%)
Value$1.4M (+$520.1K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares57,761 from 54,265
Change+3,496 (+6%)
Value$1.1M (+$53.3K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares44,000 from 69,000
Change-25,000 (-36%)
Value$828.1K (-$486.4K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
DECREASED
Shares38,380 from 38,880
Change-500 (-1%)
Value$722.3K (-$18.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares37,144 from 23,982
Change+13,162 (+55%)
Value$699.0K (+$242.2K)
Filed 2026-10-30
Rhodes Investment Advisors Inc
INCREASED
Shares31,048 from 28,899
Change+2,149 (+7%)
Value$584.3K (+$33.8K)
Filed 2026-10-07
Triumph Capital Management
UNCHANGED
Shares30,478 from 30,478
Change0 (0%)
Value$573.6K (-$7.0K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
INCREASED
Shares27,034 from 23,039
Change+3,995 (+17%)
Value$508.8K (+$69.9K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares26,436 from 27,586
Change-1,150 (-4%)
Value$498.0K (-$28.0K)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares25,319 from 25,319
Change0 (0%)
Value$476.5K (-$5.8K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares20,357 from 22,502
Change-2,145 (-10%)
Value$383.1K (-$45.6K)
Filed 2026-11-03
Squire Investment Management Company, LLC
UNCHANGED
Shares20,200 from 20,200
Change0 (0%)
Value$380.2K (-$4.6K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares19,599 from 15,532
Change+4,067 (+26%)
Value$368.9K (+$73.0K)
Filed 2026-11-02
C2c Wealth Management, LLC
NEW
Shares19,000
Change+19,000
Value$357.6K
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares18,400 from 20,400
Change-2,000 (-10%)
Value$346.3K (-$42.3K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW
Shares18,085
Change+18,085
Value$343.3K
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares17,030 from 14,025
Change+3,005 (+21%)
Value$320.5K (+$53.3K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares15,748 from 15,748
Change0 (0%)
Value$296.4K (-$3.6K)
Filed 2026-11-06
Carroll Advisory Group, LLC
INCREASED
Shares15,480 from 15,219
Change+261 (+2%)
Value$291.3K (+$1.4K)
Filed 2026-10-16
NTV Asset Management LLC
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$286.1K (-$3.5K)
Filed 2026-10-23
Mattern Wealth Management LLC
INCREASED
Shares13,645 from 10,050
Change+3,595 (+36%)
Value$256.8K (+$65.3K)
Filed 2026-11-04
Western Wealth Management, LLC
INCREASED
Shares13,224 from 13,209
Change+15 (+0%)
Value$248.9K (-$2.8K)
Filed 2026-11-09
Founders Financial Securities LLC
NEW
Shares12,700
Change+12,700
Value$239.0K
Filed 2026-10-28
Moors & Cabot, Inc.
NEW
Shares12,359
Change+12,359
Value$232.6K
Filed 2026-11-06
Cornerstone Management, Inc.
INCREASED
Shares11,735 from 11,710
Change+25 (+0%)
Value$220.9K (-$2.2K)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
NEW
Shares11,354
Change+11,354
Value$213.7K
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares10,649 from 10,505
Change+144 (+1%)
Value$200.4K (+$305)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares10,556 from 11,472
Change-916 (-8%)
Value$198.7K (-$19.9K)
Filed 2026-11-06
1900 Wealth Management LLC
UNCHANGED
Shares10,060 from 10,060
Change0 (0%)
Value$189.3K (-$2.3K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares6,370 from 7,546
Change-1,176 (-16%)
Value$119.9K (-$23.9K)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$100.1K (-$1.2K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares4,445 from 4,736
Change-291 (-6%)
Value$83.7K (-$6.6K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares4,312 from 4,312
Change0 (0%)
Value$81.2K (-$992)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
NEW
Shares4,213
Change+4,213
Value$79.3K
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares3,895
Change+3,895
Value$73.3K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares3,651 from 9,900
Change-6,249 (-63%)
Value$68.7K (-$119.9K)
Filed 2026-10-08
Clayton Financial Group LLC
NEW
Shares3,036
Change+3,036
Value$57.1K
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares2,404 from 3,223
Change-819 (-25%)
Value$45.2K (-$17.7K)
Filed 2026-10-30
Citigroup Inc
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$40.4K (-$493)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$37.6K (-$460)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares1,800 from 2,100
Change-300 (-14%)
Value$33.9K (-$6.1K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$29.1K (-$356)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$29.1K (-$355)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$28.2K (-$345)
Filed 2026-10-21
IFG Advisory, LLC
NEW
Shares1,200
Change+1,200
Value$22.6K
Filed 2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$20.0K (-$245)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares989
Change+989
Value$18.6K
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares908 from 893
Change+15 (+2%)
Value$17.1K (+$71)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares600 from 591
Change+9 (+2%)
Value$11.3K (+$47)
Filed 2026-10-14
Allworth Financial LP
NEW
Shares393
Change+393
Value$7.5K
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares378 from 372
Change+6 (+2%)
Value$7.1K (+$29)
Filed 2026-11-09
Fortis Group Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.6K (-$69)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$5.2K (-$64)
Filed 2026-11-02
Harbour Investments, Inc.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$4.9K (-$60)
Filed 2026-11-09
Blue Trust, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.7K (-$58)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.8K (-$46)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$3.5K (-$42)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares145 from 142
Change+3 (+2%)
Value$2.7K (+$11)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares120 from 118
Change+2 (+2%)
Value$2.3K (+$9)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.9K (-$23)
Filed 2026-11-09
Kingdom Financial Group Llc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$227 (+$1)
Filed 2026-11-04
1620 Investment Advisors, Inc.
INCREASED
Shares6 from 1
Change+5 (+500%)
Value$113 (+$94)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$19 ($0)
Filed 2026-10-08
Darwin Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (-$1)
Filed 2026-11-09
Point Nemo Capital, LLC
CLOSED
Shares0 from 47,968
Change-47,968 (-100%)
Value$0 (-$913.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 16,108
Change-16,108 (-100%)
Value$0 (-$306.9K)
Filed 2026-11-05
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 10,920
Change-10,920 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-30
SouthState Bank Corp
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$95.3K)
Filed 2026-11-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 582
Change-582 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-27
Simplex Trading, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Breakwater Investment Management
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$629)
Filed 2026-10-20
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$77)
Filed 2026-10-16
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,873,000
Change-1,873,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 733,732
Change-733,732 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 728,727
Change-728,727 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 410,199
Change-410,199 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 301,693
Change-301,693 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 281,800
Change-281,800 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 213,689
Change-213,689 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 211,100
Change-211,100 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 162,964
Change-162,964 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 137,411
Change-137,411 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 134,790
Change-134,790 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 127,747
Change-127,747 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 116,206
Change-116,206 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 83,194
Change-83,194 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 67,883
Change-67,883 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 64,083
Change-64,083 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 57,454
Change-57,454 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 50,971
Change-50,971 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 50,659
Change-50,659 (-100%)
Value—
UBS Group AG
N/A
Shares— from 40,866
Change-40,866 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,176
Change-35,176 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 34,955
Change-34,955 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,865
Change-29,865 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,429
Change-29,429 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 27,837
Change-27,837 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,645
Change-26,645 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,260
Change-20,260 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,198
Change-19,198 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 18,761
Change-18,761 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 17,163
Change-17,163 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,117
Change-17,117 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 13,859
Change-13,859 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 13,118
Change-13,118 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,991
Change-12,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Blair William & Co
N/A
Shares— from 750
Change-750 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 64
Change-64 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 50
Change-50 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,447,4441,363,653+83,791+6%$26.0M$27.2M+$1.3M2026-11-06
Global X Japan Co., Ltd.
INCREASED786,795785,840+955+0%$15.0M$14.8M-$162.8K2026-10-21
Keeler Thomas Management LLC
DECREASED613,552627,865-14,313-2%$12.0M$11.5M-$413.8K2026-10-29
Wealthfront Advisers LLC
DECREASED335,439343,937-8,498-2%$6.6M$6.3M-$239.0K2026-11-09
Commonwealth Equity Services, LLC
INCREASED174,624174,500+124+0%$3.3M$3.3M-$37.8K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED164,134160,855+3,279+2%$3.1M$3.1M+$25.0K2026-11-02
Smart Wealth LLC
DECREASED152,974161,278-8,304-5%$3.1M$2.9M-$193.4K2026-11-04
Sherry Group, Inc.
DECREASED94,306118,906-24,600-21%$2.3M$1.8M-$516.5K2026-10-09
Eagle Strategies LLC
INCREASED75,09846,888+28,210+60%$893.2K$1.4M+$520.1K2026-10-16
Kestra Advisory Services, LLC
INCREASED57,76154,265+3,496+6%$1.0M$1.1M+$53.3K2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED44,00069,000-25,000-36%$1.3M$828.1K-$486.4K2026-11-03
Wealth Advisory Solutions, LLC
DECREASED38,38038,880-500-1%$740.7K$722.3K-$18.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED37,14423,982+13,162+55%$456.9K$699.0K+$242.2K2026-10-30
Rhodes Investment Advisors Inc
INCREASED31,04828,899+2,149+7%$550.5K$584.3K+$33.8K2026-10-07
Triumph Capital Management
UNCHANGED30,47830,47800%$580.6K$573.6K-$7.0K2026-10-14
Concurrent Investment Advisors, LLC
INCREASED27,03423,039+3,995+17%$438.9K$508.8K+$69.9K2026-10-16
Wedbush Securities Inc
DECREASED26,43627,586-1,150-4%$526.0K$498.0K-$28.0K2026-10-22
Cypress Capital Group
UNCHANGED25,31925,31900%$482.3K$476.5K-$5.8K2026-11-03
RFG Advisory, LLC
DECREASED20,35722,502-2,145-10%$428.7K$383.1K-$45.6K2026-11-03
Squire Investment Management Company, LLC
UNCHANGED20,20020,20000%$384.8K$380.2K-$4.6K2026-11-03
Creative Planning
INCREASED19,59915,532+4,067+26%$295.9K$368.9K+$73.0K2026-11-02
C2c Wealth Management, LLC
NEW19,000—+19,000——$357.6K—2026-10-20
SeaCrest Wealth Management, LLC
DECREASED18,40020,400-2,000-10%$388.6K$346.3K-$42.3K2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW18,085—+18,085——$343.3K—2026-10-13
Indivisible Partners
INCREASED17,03014,025+3,005+21%$267.2K$320.5K+$53.3K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED15,74815,74800%$300.0K$296.4K-$3.6K2026-11-06
Carroll Advisory Group, LLC
INCREASED15,48015,219+261+2%$289.9K$291.3K+$1.4K2026-10-16
NTV Asset Management LLC
UNCHANGED15,20015,20000%$289.6K$286.1K-$3.5K2026-10-23
Mattern Wealth Management LLC
INCREASED13,64510,050+3,595+36%$191.5K$256.8K+$65.3K2026-11-04
Western Wealth Management, LLC
INCREASED13,22413,209+15+0%$251.6K$248.9K-$2.8K2026-11-09
Founders Financial Securities LLC
NEW12,700—+12,700——$239.0K—2026-10-28
Moors & Cabot, Inc.
NEW12,359—+12,359——$232.6K—2026-11-06
Cornerstone Management, Inc.
INCREASED11,73511,710+25+0%$223.1K$220.9K-$2.2K2026-10-16
Redhawk Wealth Advisors, Inc.
NEW11,354—+11,354——$213.7K—2026-10-14
Focus Financial Network, Inc.
INCREASED10,64910,505+144+1%$200.1K$200.4K+$3052026-10-14
Kestra Private Wealth Services, LLC
DECREASED10,55611,472-916-8%$218.5K$198.7K-$19.9K2026-11-06
1900 Wealth Management LLC
UNCHANGED10,06010,06000%$191.6K$189.3K-$2.3K2026-10-13
SBI Securities Co., Ltd.
DECREASED6,3707,546-1,176-16%$143.8K$119.9K-$23.9K2026-10-22
US Bancorp \de\
UNCHANGED5,3205,32000%$101.3K$100.1K-$1.2K2026-11-05
IFP Advisors, Inc
DECREASED4,4454,736-291-6%$90.2K$83.7K-$6.6K2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED4,3124,31200%$82.1K$81.2K-$9922026-11-02
Physician Wealth Advisors, Inc.
NEW4,213—+4,213——$79.3K—2026-10-20
Latitude Advisors, LLC
NEW3,895—+3,895——$73.3K—2026-10-27
Farther Finance Advisors, LLC
DECREASED3,6519,900-6,249-63%$188.6K$68.7K-$119.9K2026-10-08
Clayton Financial Group LLC
NEW3,036—+3,036——$57.1K—2026-10-13
Compass Financial Management LLC
DECREASED2,4043,223-819-25%$63.0K$45.2K-$17.7K2026-10-30
Citigroup Inc
UNCHANGED2,1452,14500%$40.9K$40.4K-$4932026-11-04
Private Trust Co NA
UNCHANGED2,0002,00000%$38.1K$37.6K-$4602026-10-20
Nfsg Corp
DECREASED1,8002,100-300-14%$40.0K$33.9K-$6.1K2026-10-15
Fifth Third Bancorp
UNCHANGED1,5441,54400%$29.4K$29.1K-$3562026-11-05
JFS Wealth Advisors, LLC
UNCHANGED1,5441,54400%$29.4K$29.1K-$3552026-11-03
Trust Co of Vermont
UNCHANGED1,5001,50000%$28.6K$28.2K-$3452026-10-21
IFG Advisory, LLC
NEW1,200—+1,200——$22.6K—2026-11-09
Cherry Tree Wealth Management, LLC
UNCHANGED1,0641,06400%$20.3K$20.0K-$2452026-10-15
Foresight Capital Management Advisors, Inc.
NEW989—+989——$18.6K—2026-10-27
Mather Group, Llc.
INCREASED908893+15+2%$17.0K$17.1K+$712026-10-14
Lodestone Wealth Management LLC
INCREASED600591+9+2%$11.2K$11.3K+$472026-10-14
Allworth Financial LP
NEW393—+393——$7.5K—2026-11-06
Geneos Wealth Management Inc.
INCREASED378372+6+2%$7.1K$7.1K+$292026-11-09
Fortis Group Advisors, LLC
UNCHANGED30030000%$5.7K$5.6K-$692026-11-06
Lloyd Advisory Services, Llc.
UNCHANGED27827800%$5.3K$5.2K-$642026-11-02
Harbour Investments, Inc.
UNCHANGED26126100%$5.0K$4.9K-$602026-11-09
Blue Trust, Inc.
UNCHANGED25025000%$4.8K$4.7K-$582026-10-15
Golden State Wealth Management, LLC
UNCHANGED20020000%$3.8K$3.8K-$462026-11-02
Key Capital Management, Inc
UNCHANGED18618600%$3.5K$3.5K-$422026-11-03
Buck Wealth Strategies, LLC
INCREASED145142+3+2%$2.7K$2.7K+$112026-10-28
Networth Advisors, LLC
INCREASED120118+2+2%$2.2K$2.3K+$92026-11-03
Caldwell Sutter Capital, Inc.
UNCHANGED10010000%$1.9K$1.9K-$232026-11-09
Kingdom Financial Group Llc.
UNCHANGED121200%$226$227+$12026-11-04
1620 Investment Advisors, Inc.
INCREASED61+5+500%$19$113+$942026-11-04
CoreCap Advisors, LLC
UNCHANGED1100%$19$19$02026-10-08
Darwin Wealth Management, LLC
UNCHANGED1100%$19$18-$12026-11-09
Point Nemo Capital, LLC
CLOSED047,968-47,968-100%$913.8K$0-$913.8K2026-11-03
J.W. Cole Advisors, Inc.
CLOSED016,108-16,108-100%$306.9K$0-$306.9K2026-11-05
Joseph P. Lucia & Associates, LLC
CLOSED010,920-10,920-100%$208.0K$0-$208.0K2026-10-30
SouthState Bank Corp
CLOSED05,000-5,000-100%$95.3K$0-$95.3K2026-11-09
International Assets Investment Management, LLC
CLOSED0582-582-100%$11.2K$0-$11.2K2026-11-02
AdvisorNet Financial, Inc
CLOSED0442-442-100%$8.4K$0-$8.4K2026-10-15
LifeSteps Financial, Inc.
CLOSED0110-110-100%$2.1K$0-$2.1K2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED0100-100-100%$1.9K$0-$1.9K2026-10-27
Simplex Trading, LLC
CLOSED069-69-100%$1.3K$0-$1.3K2026-11-04
Breakwater Investment Management
CLOSED033-33-100%$629$0-$6292026-10-20
TD Waterhouse Canada Inc.
CLOSED04-4-100%$77$0-$772026-10-16
Fukoku Mutual Life Insurance Co
N/A—1,873,000-1,873,000-100%$35.7M———
Wells Fargo & Company
N/A—733,732-733,732-100%$14.0M———
Morgan Stanley
N/A—728,727-728,727-100%$13.9M———
Goldman Sachs Group Inc
N/A—410,199-410,199-100%$7.8M———
Bank of America Corp
N/A—301,693-301,693-100%$5.7M———
Two Sigma Investments, LP
N/A—281,800-281,800-100%$5.4M———
Royal Bank of Canada
N/A—213,689-213,689-100%$4.1M———
Proficio Capital Partners LLC
N/A—211,100-211,100-100%$4.0M———
IHT Wealth Management, LLC
N/A—162,964-162,964-100%$3.1M———
Jones Financial Companies Lllp
N/A—137,411-137,411-100%$2.7M———
AE Wealth Management LLC
N/A—134,790-134,790-100%$2.6M———
Cetera Investment Advisers
N/A—127,747-127,747-100%$2.4M———
Private Advisor Group, LLC
N/A—116,206-116,206-100%$2.2M———
Raymond James Financial Inc
N/A—83,194-83,194-100%$1.6M———
Osaic Holdings, Inc.
N/A—67,883-67,883-100%$1.3M———
SEI Investments Co
N/A—64,083-64,083-100%$1.2M———
Envestnet Asset Management Inc
N/A—57,454-57,454-100%$1.1M———
JPMorgan Chase & Co
N/A—56,000-56,000-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—50,971-50,971-100%$971.0K———
Northwestern Mutual Wealth Management Co
N/A—50,659-50,659-100%$965.1K———
UBS Group AG
N/A—40,866-40,866-100%$778.5K———
MML Investors Services, LLC
N/A—35,176-35,176-100%$670.1K———
CreativeOne Wealth, LLC
N/A—34,955-34,955-100%$665.9K———
Global Retirement Partners, LLC
N/A—29,865-29,865-100%$568.9K———
Advyzon Investment Management, LLC
N/A—29,429-29,429-100%$560.6K———
Tower Research Capital LLC (TRC)
N/A—27,837-27,837-100%$530.3K———
Janney Montgomery Scott LLC
N/A—26,645-26,645-100%$508.0K———
Focus Partners Advisor Solutions, LLC
N/A—20,260-20,260-100%$386.0K———
Kingsview Wealth Management, LLC
N/A—19,198-19,198-100%$365.7K———
Retirement Planning Group, LLC / NY
N/A—18,761-18,761-100%$357.4K———
BFC Planning, Inc.
N/A—17,944-17,944-100%$341.8K———
Synergy Financial Group, LTD
N/A—17,163-17,163-100%$327.0K———
Foundations Investment Advisors, LLC
N/A—17,117-17,117-100%$326.1K———
Founders Financial Alliance, LLC
N/A—14,386-14,386-100%$274.1K———
Caitlin John, LLC
N/A—13,859-13,859-100%$264.0K———
Sequent Planning LLC
N/A—13,118-13,118-100%$249.9K———
Stifel Financial Corp
N/A—12,991-12,991-100%$247.5K———
Susquehanna International Group, LLP
N/A—11,750-11,750-100%$223.8K———
Scotia Capital Inc.
N/A—10,888-10,888-100%$207.4K———
Savvy Advisors, Inc.
N/A—10,440-10,440-100%$198.9K———
Mariner, LLC
N/A—10,200-10,200-100%$194.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,313-7,313-100%$139.3K———
Crews Bank & Trust
N/A—7,305-7,305-100%$139.2K———
NewEdge Advisors, LLC
N/A—5,106-5,106-100%$97.3K———
Qube Research & Technologies Ltd
N/A—4,828-4,828-100%$92.0K———
FMR LLC
N/A—4,797-4,797-100%$91.4K———
Huntington National Bank
N/A—4,500-4,500-100%$85.7K———
National Bank of Canada
N/A—3,550-3,550-100%$67.7K———
Burnham & Co LLC
N/A—2,275-2,275-100%$43.3K———
Regatta Research & Money Management
N/A—1,932-1,932-100%$36.8K———
Rockefeller Capital Management L.P.
N/A—801-801-100%$15.3K———
Blair William & Co
N/A—750-750-100%$14.3K———
Colonial Trust Advisors
N/A—500-500-100%$9.5K———
Ameriflex Group, Inc.
N/A—367-367-100%$7.0K———
Measured Wealth Private Client Group, LLC
N/A—237-237-100%$4.5K———
BlackRock, Inc.
N/A—102-102-100%$1.9K———
Arax Advisory Partners
N/A—64-64-100%$1.2K———
Whittier Trust Co
N/A—50-50-100%$959———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3-3-100%$57———
Showing 142 of 142 institutions