IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Global X Cybersecurity ETF (BUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,577,034 from 1,724,031
Change-146,997 (-9%)
Value$72.8M (+$7.0M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares1,377,022 from 1,205,723
Change+171,299 (+14%)
Value$63.6M (+$17.5M)
Filed 2026-11-06
Ayalon Insurance Comp Ltd.
INCREASED
Shares641,402 from 53,169
Change+588,233 (+1106%)
Value$29.6M (+$29.6M)
Filed 2026-10-08
Diversify Advisory Services, LLC
DECREASED
Shares483,551 from 519,309
Change-35,758 (-7%)
Value$22.6M (+$2.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares483,551 from 519,309
Change-35,758 (-7%)
Value$22.6M (+$2.9M)
Filed 2026-10-20
Hamilton Capital, LLC
INCREASED
Shares333,599 from 332,880
Change+719 (+0%)
Value$15.4M (+$2.7M)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares308,828 from 56,403
Change+252,425 (+448%)
Value$14.3M (+$12.1M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares302,492 from 91,663
Change+210,829 (+230%)
Value$14.0M (+$10.5M)
Filed 2026-11-03
Biltmore Family Office, LLC
INCREASED
Shares232,304 from 210,707
Change+21,597 (+10%)
Value$10.7M (+$2.7M)
Filed 2026-11-03
Insight Wealth Strategies, LLC
NEW
Shares184,479
Change+184,479
Value$8.5M
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares182,883 from 266,971
Change-84,088 (-31%)
Value$8.7M (-$1.5M)
Filed 2026-10-30
First Interstate Bank
DECREASED
Shares144,687 from 150,305
Change-5,618 (-4%)
Value$6.7M (+$941.5K)
Filed 2026-10-23
Arlington Capital Management Inc
NEW
Shares141,614
Change+141,614
Value$6.5M
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares133,941 from 146,688
Change-12,747 (-9%)
Value$6.2M (+$583.4K)
Filed 2026-11-02
Fortis Group Advisors, LLC
NEW
Shares125,364
Change+125,364
Value$6.2M
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares111,530 from 83,157
Change+28,373 (+34%)
Value$5.2M (+$2.0M)
Filed 2026-11-02
TigerOak Management, L.L.C.
INCREASED
Shares102,620 from 100,071
Change+2,549 (+3%)
Value$4.7M (+$917.3K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares73,801 from 43,016
Change+30,785 (+72%)
Value$3.4M (+$1.8M)
Filed 2026-10-13
Farrow Financial, Inc.
DECREASED
Shares69,813 from 69,862
Change-49 (0%)
Value$3.2M (+$555.9K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares44,954 from 11,037
Change+33,917 (+307%)
Value$2.1M (+$1.7M)
Filed 2026-10-16
Waycross Investment Management Co
UNCHANGED
Shares41,820 from 41,820
Change0 (0%)
Value$1.9M (+$334.1K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares37,444 from 51,637
Change-14,193 (-27%)
Value$1.7M (-$242.9K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares37,240 from 35,473
Change+1,767 (+5%)
Value$1.7M (+$365.0K)
Filed 2026-11-06
Eagle Strategies LLC
DECREASED
Shares32,118 from 32,840
Change-722 (-2%)
Value$1.5M (+$229.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares32,052 from 34,741
Change-2,689 (-8%)
Value$1.5M (+$153.4K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED
Shares30,106 from 28,065
Change+2,041 (+7%)
Value$1.4M (+$318.5K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares29,952 from 36,451
Change-6,499 (-18%)
Value$1.4M (-$8.9K)
Filed 2026-11-06
Phoenix Wealth Advisors
DECREASED
Shares29,583 from 30,258
Change-675 (-2%)
Value$1.4M (+$210.6K)
Filed 2026-11-03
Advisors Management Group Inc
DECREASED
Shares29,374 from 30,385
Change-1,011 (-3%)
Value$1.4M (+$196.0K)
Filed 2026-11-05
Sowell Financial Services LLC
NEW
Shares29,208
Change+29,208
Value$1.3M
Filed 2026-10-23
Spectrum Strategic Capital Management, LLC
DECREASED
Shares28,976 from 35,082
Change-6,106 (-17%)
Value$1.3M (-$1.7K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
DECREASED
Shares27,251 from 29,212
Change-1,961 (-7%)
Value$1.3M (+$142.8K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares25,397 from 7,763
Change+17,634 (+227%)
Value$1.2M (+$876.4K)
Filed 2026-10-15
CVS Health Corp
NEW
Shares25,000
Change+25,000
Value$1.2M
Filed 2026-11-05
Accel Wealth Management
UNCHANGED
Shares22,809 from 22,809
Change0 (0%)
Value$1.1M (+$182.2K)
Filed 2026-10-13
Midwest Financial Group LLC
DECREASED
Shares22,435 from 22,585
Change-150 (-1%)
Value$1.0M (+$173.5K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares21,007 from 20,609
Change+398 (+2%)
Value$329.7K (+$121.1K)
Filed 2026-11-04
Accordant Advisory Group Inc
NEW
Shares17,890
Change+17,890
Value$826.2K
Filed 2026-10-29
Essex LLC
DECREASED
Shares17,459 from 18,081
Change-622 (-3%)
Value$806.3K (+$115.7K)
Filed 2026-10-14
Integras Partners LLC
INCREASED
Shares16,337 from 16,175
Change+162 (+1%)
Value$754.4K (+$136.7K)
Filed 2026-10-30
Certuity, LLC
UNCHANGED
Shares14,955 from 14,955
Change0 (0%)
Value$690.6K (+$119.5K)
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares14,611
Change+14,611
Value$674.7K
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares13,579 from 12,890
Change+689 (+5%)
Value$627.1K (+$134.8K)
Filed 2026-10-23
Oppenheimer & Co Inc
NEW
Shares13,416
Change+13,416
Value$619.6K
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares13,416 from 11,901
Change+1,515 (+13%)
Value$619.5K (+$165.1K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares13,089 from 12,753
Change+336 (+3%)
Value$604.5K (+$117.4K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares12,593 from 15,210
Change-2,617 (-17%)
Value$581.5K (+$675)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares12,537 from 13,547
Change-1,010 (-7%)
Value$579.0K (+$61.6K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares12,300 from 12,532
Change-232 (-2%)
Value$568.0K (+$89.4K)
Filed 2026-10-22
Wakefield Asset Management Lllp
NEW
Shares12,183
Change+12,183
Value$562.6K
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares12,039 from 11,835
Change+204 (+2%)
Value$556.0K (+$104.0K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,842 from 6,685
Change+5,157 (+77%)
Value$567.7K (+$304.5K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares11,518
Change+11,518
Value$532.1K
Filed 2026-11-03
Omni 360 Wealth, Inc.
DECREASED
Shares11,447 from 11,456
Change-9 (0%)
Value$528.6K (+$91.1K)
Filed 2026-10-13
First International Bank of Israel Ltd.
NEW
Shares11,038
Change+11,038
Value$509.7K
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
NEW
Shares10,730
Change+10,730
Value$495.5K
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares10,620 from 9,841
Change+779 (+8%)
Value$490.4K (+$114.6K)
Filed 2026-10-30
Wealth Effects LLC
DECREASED
Shares10,545 from 10,720
Change-175 (-2%)
Value$487.0K (+$77.6K)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares10,180
Change+10,180
Value$470.1K
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,712 from 9,910
Change-198 (-2%)
Value$448.5K (+$70.0K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares9,542 from 24,992
Change-15,450 (-62%)
Value$440.7K (-$513.8K)
Filed 2026-10-13
GenTrust, LLC
NEW
Shares9,394
Change+9,394
Value$433.8K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares9,018 from 8,765
Change+253 (+3%)
Value$416.5K (+$81.7K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
UNCHANGED
Shares8,659 from 8,659
Change0 (0%)
Value$399.9K (+$69.2K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares8,309 from 8,065
Change+244 (+3%)
Value$383.7K (+$75.7K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares8,220 from 7,021
Change+1,199 (+17%)
Value$379.6K (+$111.5K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares8,020 from 8,008
Change+12 (+0%)
Value$355.6K (+$28.5K)
Filed 2026-10-28
Nautilus Advisors LLC
DECREASED
Shares7,925 from 8,375
Change-450 (-5%)
Value$366.0K (+$36.3K)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
DECREASED
Shares7,583 from 7,618
Change-35 (0%)
Value$350.2K (+$59.3K)
Filed 2026-10-16
Herbst Group, LLC
INCREASED
Shares7,500 from 5,500
Change+2,000 (+36%)
Value$346.4K (+$136.3K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
NEW
Shares7,478
Change+7,478
Value$345.3K
Filed 2026-10-26
Vanguard Capital Wealth Advisors
NEW
Shares7,333
Change+7,333
Value$338.6K
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares7,236 from 7,221
Change+15 (+0%)
Value$334.2K (+$58.4K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares7,080 from 7,125
Change-45 (-1%)
Value$327.0K (+$55.0K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED
Shares7,055 from 6,715
Change+340 (+5%)
Value$325.8K (+$69.4K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares6,821 from 6,072
Change+749 (+12%)
Value$315.0K (+$83.1K)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares6,712 from 31,917
Change-25,205 (-79%)
Value$309.2K (-$908.9K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares6,297 from 6,175
Change+122 (+2%)
Value$291.0K (+$55.0K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares6,092 from 6,363
Change-271 (-4%)
Value$281.3K (+$38.3K)
Filed 2026-10-27
Guardian Asset Advisors, LLC
UNCHANGED
Shares6,018 from 6,018
Change0 (0%)
Value$277.9K (+$48.1K)
Filed 2026-10-16
Telos Capital Management, Inc.
DECREASED
Shares6,001 from 6,087
Change-86 (-1%)
Value$277.1K (+$44.7K)
Filed 2026-11-02
Imc-Chicago, LLC
DECREASED
Shares5,939 from 14,562
Change-8,623 (-59%)
Value$274.3K (-$281.9K)
Filed 2026-11-05
Purus Wealth Management, LLC
DECREASED
Shares5,916 from 5,953
Change-37 (-1%)
Value$273.2K (+$45.9K)
Filed 2026-10-15
Midwest Trust Co
NEW
Shares5,724
Change+5,724
Value$264.3K
Filed 2026-10-22
Clearwater Capital Advisors, LLC
NEW
Shares5,487
Change+5,487
Value$253.4K
Filed 2026-11-06
Griffin Asset Management, Inc.
NEW
Shares5,404
Change+5,404
Value$249.6K
Filed 2026-10-22
Werba Rubin Papier Wealth Management
UNCHANGED
Shares5,396 from 5,396
Change0 (0%)
Value$249.2K (+$43.1K)
Filed 2026-11-06
Sigma Planning Corp
NEW
Shares5,356
Change+5,356
Value$247.3K
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares5,316 from 5,447
Change-131 (-2%)
Value$245.5K (+$37.5K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares4,902 from 5,351
Change-449 (-8%)
Value$226.4K (+$22.0K)
Filed 2026-10-19
Moors & Cabot, Inc.
NEW
Shares4,857
Change+4,857
Value$224.3K
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
NEW
Shares4,854
Change+4,854
Value$224.2K
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
NEW
Shares4,815
Change+4,815
Value$222.4K
Filed 2026-10-14
Grey Ledge Advisors, LLC
DECREASED
Shares4,741 from 5,385
Change-644 (-12%)
Value$218.9K (+$13.3K)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
NEW
Shares4,700
Change+4,700
Value$217.0K
Filed 2026-10-15
Lazari Capital Management, Inc.
NEW
Shares4,410
Change+4,410
Value$203.7K
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares4,209 from 1,700
Change+2,509 (+148%)
Value$194.4K (+$129.4K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$158.4K ($0)
Filed 2026-11-06
Belvedere Trading LLC
NEW
Shares4,120
Change+4,120
Value$190.3K
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$183.3K (+$31.7K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$156.0K (+$155.9K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares3,303 from 4,220
Change-917 (-22%)
Value$153.8K (-$11.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares2,209 from 2,358
Change-149 (-6%)
Value$102.0K (+$12.0K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares2,058
Change+2,058
Value$95.0K
Filed 2026-11-04
Harbor Investment Advisory, LLC
NEW
Shares2,000
Change+2,000
Value$92.4K
Filed 2026-10-13
UMB Bank, n.a.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$92.4K (+$16.0K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares1,500 from 1,300
Change+200 (+15%)
Value$69.3K (+$19.6K)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares1,359
Change+1,359
Value$62.7K
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$60.0K (+$10.4K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares1,175 from 1,268
Change-93 (-7%)
Value$54.3K (+$5.8K)
Filed 2026-11-04
AlphaCore Capital LLC
NEW
Shares1,125
Change+1,125
Value$52.0K
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$48.5K (+$8.4K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares788 from 696
Change+92 (+13%)
Value$36.4K (+$9.8K)
Filed 2026-10-14
Fairscale Capital, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$36.9K (+$8.4K)
Filed 2026-11-04
FNY Investment Advisers, LLC
NEW
Shares600
Change+600
Value$27
Filed 2026-10-16
Winch Advisory Services, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$26.6K (+$4.6K)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.1K (+$4.0K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$20.1K (+$3.5K)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$16.6K (+$2.9K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$16.1K (+$2.8K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares325 from 629
Change-304 (-48%)
Value$15.0K (-$9.0K)
Filed 2026-11-05
Highline Wealth Partners LLC
NEW
Shares300
Change+300
Value$13.9K
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$11.6K (+$2.0K)
Filed 2026-10-23
Reap Financial Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.6K (+$2.0K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares200
Change+200
Value$9.2K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$7.9K (+$1.4K)
Filed 2026-10-21
WPG Advisers, LLC
NEW
Shares100
Change+100
Value$4.6K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares99
Change+99
Value$4.6K
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares70
Change+70
Value$3.2K
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3 ($0)
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.0K (+$527)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.6K (+$447)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.0K (+$352)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares40 from 13
Change+27 (+208%)
Value$1.8K (+$1.4K)
Filed 2026-11-05
Robbins Farley
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.8K (+$320)
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares22
Change+22
Value$1.0K
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares19 from 24
Change-5 (-21%)
Value$877 (-$40)
Filed 2026-10-08
Larson Financial Group LLC
NEW
Shares10
Change+10
Value$462
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares10
Change+10
Value$462
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$129
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$28 (+$3)
Filed 2026-10-30
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 265,798
Change-265,798 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-21
HBW Advisory Services LLC
CLOSED
Shares0 from 17,911
Change-17,911 (-100%)
Value$0 (-$684.0K)
Filed 2026-10-15
RFG Advisory, LLC
CLOSED
Shares0 from 15,133
Change-15,133 (-100%)
Value$0 (-$577.9K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 10,509
Change-10,509 (-100%)
Value$0 (-$380.7K)
Filed 2026-11-03
Tactive Advisors, LLC
CLOSED
Shares0 from 5,950
Change-5,950 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,525
Change-2,525 (-100%)
Value$0 (-$98.9K)
Filed 2026-11-02
Deutsche Bank Ag\
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$11.5K)
Filed 2026-11-06
Concord Wealth Partners
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Solstein Capital, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$153)
Filed 2026-11-02
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 4,580,000
Change-4,580,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 901,711
Change-901,711 (-100%)
Value—
UBS Group AG
N/A
Shares— from 457,845
Change-457,845 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 399,499
Change-399,499 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 270,846
Change-270,846 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 261,792
Change-261,792 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 259,672
Change-259,672 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 232,099
Change-232,099 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 231,062
Change-231,062 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 165,618
Change-165,618 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 157,233
Change-157,233 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 156,914
Change-156,914 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 150,135
Change-150,135 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 109,950
Change-109,950 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 109,812
Change-109,812 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 103,634
Change-103,634 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 93,366
Change-93,366 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 88,246
Change-88,246 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 79,830
Change-79,830 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 59,692
Change-59,692 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 59,017
Change-59,017 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 57,309
Change-57,309 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 54,193
Change-54,193 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 53,954
Change-53,954 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 48,711
Change-48,711 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 48,145
Change-48,145 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 42,816
Change-42,816 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 40,374
Change-40,374 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 40,047
Change-40,047 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 37,091
Change-37,091 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,551
Change-36,551 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 33,957
Change-33,957 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,670
Change-29,670 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,649
Change-25,649 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,523
Change-20,523 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,514
Change-19,514 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,049
Change-19,049 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 18,252
Change-18,252 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 18,180
Change-18,180 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 17,894
Change-17,894 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 17,568
Change-17,568 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,579
Change-14,579 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,275
Change-12,275 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,258
Change-9,258 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,681
Change-6,681 (-100%)
Value—
&partners
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 613
Change-613 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 61
Change-61 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Moss Adams Wealth Advisors LLC
DECREASED1,577,0341,724,031-146,997-9%$65.8M$72.8M+$7.0M2026-10-28
LPL Financial LLC
INCREASED1,377,0221,205,723+171,299+14%$46.0M$63.6M+$17.5M2026-11-06
Ayalon Insurance Comp Ltd.
INCREASED641,40253,169+588,233+1106%$2.0K$29.6M+$29.6M2026-10-08
Diversify Advisory Services, LLC
DECREASED483,551519,309-35,758-7%$19.7M$22.6M+$2.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED483,551519,309-35,758-7%$19.7M$22.6M+$2.9M2026-10-20
Hamilton Capital, LLC
INCREASED333,599332,880+719+0%$12.7M$15.4M+$2.7M2026-10-08
Thrivent Financial for Lutherans
INCREASED308,82856,403+252,425+448%$2.2M$14.3M+$12.1M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED302,49291,663+210,829+230%$3.5M$14.0M+$10.5M2026-11-03
Biltmore Family Office, LLC
INCREASED232,304210,707+21,597+10%$8.0M$10.7M+$2.7M2026-11-03
Insight Wealth Strategies, LLC
NEW184,479—+184,479——$8.5M—2026-10-09
Capital Asset Advisory Services LLC
DECREASED182,883266,971-84,088-31%$10.2M$8.7M-$1.5M2026-10-30
First Interstate Bank
DECREASED144,687150,305-5,618-4%$5.7M$6.7M+$941.5K2026-10-23
Arlington Capital Management Inc
NEW141,614—+141,614——$6.5M—2026-10-30
Kestra Advisory Services, LLC
DECREASED133,941146,688-12,747-9%$5.6M$6.2M+$583.4K2026-11-02
Fortis Group Advisors, LLC
NEW125,364—+125,364——$6.2M—2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED111,53083,157+28,373+34%$3.2M$5.2M+$2.0M2026-11-02
TigerOak Management, L.L.C.
INCREASED102,620100,071+2,549+3%$3.8M$4.7M+$917.3K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED73,80143,016+30,785+72%$1.6M$3.4M+$1.8M2026-10-13
Farrow Financial, Inc.
DECREASED69,81369,862-490%$2.7M$3.2M+$555.9K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED44,95411,037+33,917+307%$421.5K$2.1M+$1.7M2026-10-16
Waycross Investment Management Co
UNCHANGED41,82041,82000%$1.6M$1.9M+$334.1K2026-10-14
Commonwealth Equity Services, LLC
DECREASED37,44451,637-14,193-27%$2.0M$1.7M-$242.9K2026-11-02
PNC Financial Services Group, Inc.
INCREASED37,24035,473+1,767+5%$1.4M$1.7M+$365.0K2026-11-06
Eagle Strategies LLC
DECREASED32,11832,840-722-2%$1.3M$1.5M+$229.0K2026-10-16
Farther Finance Advisors, LLC
DECREASED32,05234,741-2,689-8%$1.3M$1.5M+$153.4K2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED30,10628,065+2,041+7%$1.1M$1.4M+$318.5K2026-10-30
Merit Financial Group, LLC
DECREASED29,95236,451-6,499-18%$1.4M$1.4M-$8.9K2026-11-06
Phoenix Wealth Advisors
DECREASED29,58330,258-675-2%$1.2M$1.4M+$210.6K2026-11-03
Advisors Management Group Inc
DECREASED29,37430,385-1,011-3%$1.2M$1.4M+$196.0K2026-11-05
Sowell Financial Services LLC
NEW29,208—+29,208——$1.3M—2026-10-23
Spectrum Strategic Capital Management, LLC
DECREASED28,97635,082-6,106-17%$1.3M$1.3M-$1.7K2026-10-22
Sterling Investment Counsel, LLC
DECREASED27,25129,212-1,961-7%$1.1M$1.3M+$142.8K2026-10-19
Atria Investments, Inc
INCREASED25,3977,763+17,634+227%$296.5K$1.2M+$876.4K2026-10-15
CVS Health Corp
NEW25,000—+25,000——$1.2M—2026-11-05
Accel Wealth Management
UNCHANGED22,80922,80900%$871.1K$1.1M+$182.2K2026-10-13
Midwest Financial Group LLC
DECREASED22,43522,585-150-1%$862.5K$1.0M+$173.5K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED21,00720,609+398+2%$208.6K$329.7K+$121.1K2026-11-04
Accordant Advisory Group Inc
NEW17,890—+17,890——$826.2K—2026-10-29
Essex LLC
DECREASED17,45918,081-622-3%$690.5K$806.3K+$115.7K2026-10-14
Integras Partners LLC
INCREASED16,33716,175+162+1%$617.7K$754.4K+$136.7K2026-10-30
Certuity, LLC
UNCHANGED14,95514,95500%$571.1K$690.6K+$119.5K2026-11-02
Bank of New York Mellon Corp
NEW14,611—+14,611——$674.7K—2026-11-05
HB Wealth Management, LLC
INCREASED13,57912,890+689+5%$492.3K$627.1K+$134.8K2026-10-23
Oppenheimer & Co Inc
NEW13,416—+13,416——$619.6K—2026-10-26
Spire Wealth Management
INCREASED13,41611,901+1,515+13%$454.5K$619.5K+$165.1K2026-10-30
IFP Advisors, Inc
INCREASED13,08912,753+336+3%$487.0K$604.5K+$117.4K2026-10-16
Simplex Trading, LLC
DECREASED12,59315,210-2,617-17%$580.9K$581.5K+$6752026-11-04
Brookstone Capital Management
DECREASED12,53713,547-1,010-7%$517.4K$579.0K+$61.6K2026-10-22
Perigon Wealth Management, LLC
DECREASED12,30012,532-232-2%$478.6K$568.0K+$89.4K2026-10-22
Wakefield Asset Management Lllp
NEW12,183—+12,183——$562.6K—2026-11-05
Archford Capital Strategies, LLC
INCREASED12,03911,835+204+2%$452.0K$556.0K+$104.0K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED11,8426,685+5,157+77%$263.2K$567.7K+$304.5K2026-10-13
Ascentis Independent Advisors
NEW11,518—+11,518——$532.1K—2026-11-03
Omni 360 Wealth, Inc.
DECREASED11,44711,456-90%$437.5K$528.6K+$91.1K2026-10-13
First International Bank of Israel Ltd.
NEW11,038—+11,038——$509.7K—2026-11-04
Kingswood Wealth Advisors, LLC
NEW10,730—+10,730——$495.5K—2026-10-23
Provenance Wealth Advisors, LLC
INCREASED10,6209,841+779+8%$375.8K$490.4K+$114.6K2026-10-30
Wealth Effects LLC
DECREASED10,54510,720-175-2%$409.4K$487.0K+$77.6K2026-10-23
Livelsberger Financial Advisory
NEW10,180—+10,180——$470.1K—2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,7129,910-198-2%$378.5K$448.5K+$70.0K2026-10-14
Independent Financial Group, LLC
DECREASED9,54224,992-15,450-62%$954.4K$440.7K-$513.8K2026-10-13
GenTrust, LLC
NEW9,394—+9,394——$433.8K—2026-11-06
Fifth Third Bancorp
INCREASED9,0188,765+253+3%$334.7K$416.5K+$81.7K2026-11-05
Uhlmann Price Securities, LLC
UNCHANGED8,6598,65900%$330.7K$399.9K+$69.2K2026-11-03
Lanark Financial, Inc.
INCREASED8,3098,065+244+3%$308.0K$383.7K+$75.7K2026-10-26
SBI Securities Co., Ltd.
INCREASED8,2207,021+1,199+17%$268.1K$379.6K+$111.5K2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED8,0208,008+12+0%$327.1K$355.6K+$28.5K2026-10-28
Nautilus Advisors LLC
DECREASED7,9258,375-450-5%$329.7K$366.0K+$36.3K2026-10-07
Robertson Stephens Wealth Management, LLC
DECREASED7,5837,618-350%$290.9K$350.2K+$59.3K2026-10-16
Herbst Group, LLC
INCREASED7,5005,500+2,000+36%$210.0K$346.4K+$136.3K2026-10-20
J. Safra Sarasin Holding AG
NEW7,478—+7,478——$345.3K—2026-10-26
Vanguard Capital Wealth Advisors
NEW7,333—+7,333——$338.6K—2026-10-16
HUB Investment Partners, LLC
INCREASED7,2367,221+15+0%$275.8K$334.2K+$58.4K2026-11-03
Wedbush Securities Inc
DECREASED7,0807,125-45-1%$272.0K$327.0K+$55.0K2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED7,0556,715+340+5%$256.4K$325.8K+$69.4K2026-10-27
Creative Planning
INCREASED6,8216,072+749+12%$231.9K$315.0K+$83.1K2026-11-02
Level Four Advisory Services, LLC
DECREASED6,71231,917-25,205-79%$1.2M$309.2K-$908.9K2026-11-06
Park Avenue Securities LLC
INCREASED6,2976,175+122+2%$236.0K$291.0K+$55.0K2026-10-26
VestGen Advisors, LLC
DECREASED6,0926,363-271-4%$243.0K$281.3K+$38.3K2026-10-27
Guardian Asset Advisors, LLC
UNCHANGED6,0186,01800%$229.9K$277.9K+$48.1K2026-10-16
Telos Capital Management, Inc.
DECREASED6,0016,087-86-1%$232.5K$277.1K+$44.7K2026-11-02
Imc-Chicago, LLC
DECREASED5,93914,562-8,623-59%$556.1K$274.3K-$281.9K2026-11-05
Purus Wealth Management, LLC
DECREASED5,9165,953-37-1%$227.3K$273.2K+$45.9K2026-10-15
Midwest Trust Co
NEW5,724—+5,724——$264.3K—2026-10-22
Clearwater Capital Advisors, LLC
NEW5,487—+5,487——$253.4K—2026-11-06
Griffin Asset Management, Inc.
NEW5,404—+5,404——$249.6K—2026-10-22
Werba Rubin Papier Wealth Management
UNCHANGED5,3965,39600%$206.1K$249.2K+$43.1K2026-11-06
Sigma Planning Corp
NEW5,356—+5,356——$247.3K—2026-10-23
WealthCare Investment Partners, LLC
DECREASED5,3165,447-131-2%$208.0K$245.5K+$37.5K2026-11-05
Independent Wealth Network Inc.
DECREASED4,9025,351-449-8%$204.4K$226.4K+$22.0K2026-10-19
Moors & Cabot, Inc.
NEW4,857—+4,857——$224.3K—2026-11-06
Redhawk Wealth Advisors, Inc.
NEW4,854—+4,854——$224.2K—2026-10-14
Patriot Financial Group Insurance Agency, LLC
NEW4,815—+4,815——$222.4K—2026-10-14
Grey Ledge Advisors, LLC
DECREASED4,7415,385-644-12%$205.7K$218.9K+$13.3K2026-11-02
Guyasuta Investment Advisors Inc
NEW4,700—+4,700——$217.0K—2026-10-15
Lazari Capital Management, Inc.
NEW4,410—+4,410——$203.7K—2026-10-20
Private Trust Co NA
INCREASED4,2091,700+2,509+148%$64.9K$194.4K+$129.4K2026-10-20
Allworth Financial LP
UNCHANGED4,1474,14700%$158.4K$158.4K$02026-11-06
Belvedere Trading LLC
NEW4,120—+4,120——$190.3K—2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED3,9703,97000%$151.6K$183.3K+$31.7K2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED3,3753,37500%$129$156.0K+$155.9K2026-10-13
TD Waterhouse Canada Inc.
DECREASED3,3034,220-917-22%$165.3K$153.8K-$11.5K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED2,2092,358-149-6%$90.1K$102.0K+$12.0K2026-11-04
Nova Financial LLC
NEW2,058—+2,058——$95.0K—2026-11-04
Harbor Investment Advisory, LLC
NEW2,000—+2,000——$92.4K—2026-10-13
UMB Bank, n.a.
UNCHANGED2,0002,00000%$76.4K$92.4K+$16.0K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED1,5001,300+200+15%$49.6K$69.3K+$19.6K2026-10-30
Team Financial Group, LLC
NEW1,359—+1,359——$62.7K—2026-10-30
Parallel Advisors, LLC
UNCHANGED1,3001,30000%$49.6K$60.0K+$10.4K2026-11-03
Creative Financial Designs Inc
DECREASED1,1751,268-93-7%$48.4K$54.3K+$5.8K2026-11-04
AlphaCore Capital LLC
NEW1,125—+1,125——$52.0K—2026-11-04
NBH Bank
UNCHANGED1,0501,05000%$40.1K$48.5K+$8.4K2026-11-05
Triumph Capital Management
INCREASED788696+92+13%$26.6K$36.4K+$9.8K2026-10-14
Fairscale Capital, LLC
UNCHANGED74774700%$28.5K$36.9K+$8.4K2026-11-04
FNY Investment Advisers, LLC
NEW600—+600——$27—2026-10-16
Winch Advisory Services, LLC
UNCHANGED57657600%$22.0K$26.6K+$4.6K2026-11-06
Golden State Wealth Management, LLC
UNCHANGED50050000%$19.1K$23.1K+$4.0K2026-11-02
Lloyd Advisory Services, Llc.
UNCHANGED43543500%$16.6K$20.1K+$3.5K2026-11-02
Adirondack Trust Co
UNCHANGED36036000%$13.7K$16.6K+$2.9K2026-10-14
Archer Investment Corp
UNCHANGED34934900%$13.3K$16.1K+$2.8K2026-11-05
US Bancorp \de\
DECREASED325629-304-48%$24.0K$15.0K-$9.0K2026-11-05
Highline Wealth Partners LLC
NEW300—+300——$13.9K—2026-10-19
Signaturefd, LLC
UNCHANGED25125100%$9.6K$11.6K+$2.0K2026-10-23
Reap Financial Group, LLC
UNCHANGED25025000%$9.6K$11.6K+$2.0K2026-11-02
Laurel Wealth Advisors LLC
NEW200—+200——$9.2K—2026-10-27
Assetmark, Inc
UNCHANGED17117100%$6.5K$7.9K+$1.4K2026-10-21
WPG Advisers, LLC
NEW100—+100——$4.6K—2026-10-27
GK Wealth Management LLC
NEW99—+99——$4.6K—2026-10-09
Marshall & Sterling Wealth Advisors Inc.
NEW70—+70——$3.2K—2026-10-28
CX Institutional
UNCHANGED686800%$3$3$02026-10-02
Blue Bell Private Wealth Management, LLC
UNCHANGED666600%$2.5K$3.0K+$5272026-10-29
Elevated Capital Advisors, LLC
UNCHANGED565600%$2.1K$2.6K+$4472026-11-04
Trust Co of Vermont
UNCHANGED444400%$1.7K$2.0K+$3522026-10-21
Silver Grove Financial Group, Inc.
INCREASED4013+27+208%$496$1.8K+$1.4K2026-11-05
Robbins Farley
UNCHANGED404000%$1.5K$1.8K+$3202026-10-21
Kingdom Financial Group Llc.
NEW22—+22——$1.0K—2026-11-04
CoreCap Advisors, LLC
DECREASED1924-5-21%$917$877-$402026-10-08
Larson Financial Group LLC
NEW10—+10——$462—2026-11-05
Russell Investments Group, Ltd.
NEW10—+10——$462—2026-11-06
Blue Trust, Inc.
NEW3—+3——$129—2026-10-15
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1100%$0$0$02026-11-02
Compass Financial Management LLC
UNCHANGED1100%$25$28+$32026-10-30
Axxcess Wealth Management, LLC
CLOSED0265,798-265,798-100%$10.2M$0-$10.2M2026-10-21
HBW Advisory Services LLC
CLOSED017,911-17,911-100%$684.0K$0-$684.0K2026-10-15
RFG Advisory, LLC
CLOSED015,133-15,133-100%$577.9K$0-$577.9K2026-11-03
StoneX Group Inc.
CLOSED010,509-10,509-100%$380.7K$0-$380.7K2026-11-03
Tactive Advisors, LLC
CLOSED05,950-5,950-100%$227.2K$0-$227.2K2026-10-08
International Assets Investment Management, LLC
CLOSED02,525-2,525-100%$98.9K$0-$98.9K2026-11-02
Deutsche Bank Ag\
CLOSED0300-300-100%$11.5K$0-$11.5K2026-11-06
Concord Wealth Partners
CLOSED085-85-100%$3.2K$0-$3.2K2026-11-02
Institute for Wealth Management, Llc.
CLOSED061-61-100%$2.3K$0-$2.3K2026-11-06
LifeSteps Financial, Inc.
CLOSED050-50-100%$1.9K$0-$1.9K2026-10-15
Bear Mountain Capital, Inc.
CLOSED030-30-100%$1.3K$0-$1.3K2026-11-04
Solstein Capital, LLC
CLOSED04-4-100%$153$0-$1532026-11-02
Clal Insurance Enterprises Holdings Ltd
N/A—4,580,000-4,580,000-100%$174.9M———
Morgan Stanley
N/A—901,711-901,711-100%$34.4M———
UBS Group AG
N/A—457,845-457,845-100%$17.5M———
Bank of America Corp
N/A—399,499-399,499-100%$15.3M———
Citadel Advisors LLC
N/A—270,846-270,846-100%$10.3M———
Northwestern Mutual Wealth Management Co
N/A—261,792-261,792-100%$10.0M———
Royal Bank of Canada
N/A—259,672-259,672-100%$9.9M———
Cetera Investment Advisers
N/A—232,099-232,099-100%$8.9M———
Raymond James Financial Inc
N/A—231,062-231,062-100%$8.8M———
Osaic Holdings, Inc.
N/A—165,618-165,618-100%$6.3M———
GTS Securities LLC
N/A—157,233-157,233-100%$6.0M———
Cannell & Spears LLC
N/A—156,914-156,914-100%$6.0M———
Scotia Capital Inc.
N/A—150,135-150,135-100%$5.7M———
HighTower Advisors, LLC
N/A—109,950-109,950-100%$4.2M———
Susquehanna International Group, LLP
N/A—109,812-109,812-100%$4.2M———
Envestnet Asset Management Inc
N/A—103,634-103,634-100%$4.0M———
Cresset Asset Management, LLC
N/A—93,366-93,366-100%$3.6M———
Rockefeller Capital Management L.P.
N/A—88,246-88,246-100%$3.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—79,830-79,830-100%$3.0M———
J. Goldman & Co LP
N/A—64,000-64,000-100%$2.4M———
MML Investors Services, LLC
N/A—59,692-59,692-100%$2.3M———
Federation des caisses Desjardins du Quebec
N/A—59,017-59,017-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—57,309-57,309-100%$2.2M———
Stifel Financial Corp
N/A—54,193-54,193-100%$2.1M———
JPMorgan Chase & Co
N/A—53,954-53,954-100%$2.0M———
Partners Capital Investment Group, LLP
N/A—48,711-48,711-100%$1.9M———
IHT Wealth Management, LLC
N/A—48,145-48,145-100%$1.8M———
NCM Capital Management, LLC
N/A—42,816-42,816-100%$1.6M———
Arax Advisory Partners
N/A—40,374-40,374-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—40,047-40,047-100%$1.5M———
Granite Bay Wealth Management, LLC
N/A—37,091-37,091-100%$1.4M———
Advisory Services Network, LLC
N/A—36,551-36,551-100%$1.4M———
Ameriprise Financial Inc
N/A—33,957-33,957-100%$1.3M———
Private Advisor Group, LLC
N/A—29,670-29,670-100%$1.1M———
CreativeOne Wealth, LLC
N/A—25,649-25,649-100%$979.5K———
Mariner, LLC
N/A—22,006-22,006-100%$839.1K———
MAI Capital Management
N/A—21,966-21,966-100%$838.9K———
Summit Financial, LLC
N/A—21,070-21,070-100%$804.7K———
Snowden Capital Advisors LLC
N/A—20,523-20,523-100%$783.8K———
Sanctuary Advisors, LLC
N/A—20,241-20,241-100%$773.0K———
Captrust Financial Advisors
N/A—19,514-19,514-100%$745.2K———
OneDigital Investment Advisors LLC
N/A—19,049-19,049-100%$727.5K———
Tidal Investments LLC
N/A—18,252-18,252-100%$697.0K———
Fairview Capital Investment Management, LLC
N/A—18,180-18,180-100%$694.3K———
Group One Trading LLC
N/A—17,894-17,894-100%$683.4K———
O'rourke & Company, Inc
N/A—17,568-17,568-100%$670.9K———
Stelac Advisory Services LLC
N/A—17,258-17,258-100%$659.1K———
National Bank of Canada
N/A—16,331-16,331-100%$622.5K———
Goldman Sachs Group Inc
N/A—14,579-14,579-100%$556.8K———
Ameritas Advisory Services, LLC
N/A—14,308-14,308-100%$546.4K———
Bleakley Financial Group, LLC
N/A—13,807-13,807-100%$527.3K———
Focus Partners Advisor Solutions, LLC
N/A—12,275-12,275-100%$468.8K———
Dakota Wealth Management
N/A—11,049-11,049-100%$422.0K———
PFG Investments, LLC
N/A—11,013-11,013-100%$420.6K———
Baird Financial Group, Inc.
N/A—11,001-11,001-100%$420.1K———
FourThought Financial Partners, LLC
N/A—10,776-10,776-100%$411.5K———
Mutual Advisors, LLC
N/A—10,186-10,186-100%$389.0K———
Lionhunter Capital Management, LLC
N/A—10,000-10,000-100%$381.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—10,000-10,000-100%$381.9K———
Two Sigma Securities, LLC
N/A—9,995-9,995-100%$381.7K———
CIBC World Market Inc.
N/A—9,471-9,471-100%$361.7K———
Janney Montgomery Scott LLC
N/A—9,258-9,258-100%$354.0K———
Calton & Associates, Inc.
N/A—8,981-8,981-100%$343.0K———
NewEdge Advisors, LLC
N/A—8,597-8,597-100%$328.3K———
NewEdge Wealth, LLC
N/A—8,101-8,101-100%$309.4K———
Bank of Montreal
N/A—6,940-6,940-100%$265.1K———
Trexquant Investment LP
N/A—6,880-6,880-100%$262.7K———
Gladstone Institutional Advisory LLC
N/A—6,772-6,772-100%$258.6K———
Novak & Powell Financial Services, Inc.
N/A—6,681-6,681-100%$255.2K———
&partners
N/A—6,517-6,517-100%$248.9K———
Keystone Financial Group
N/A—6,309-6,309-100%$240.9K———
Pinnacle Financial Partners, Inc.
N/A—5,997-5,997-100%$229.1K———
Cofg Advisors, LLC
N/A—5,904-5,904-100%$225.5K———
Maridea Wealth Management LLC
N/A—5,519-5,519-100%$210.8K———
Viawealth, LLC
N/A—5,410-5,410-100%$206.6K———
IMA Advisory Services, Inc.
N/A—5,380-5,380-100%$205.5K———
Mercer Global Advisors Inc
N/A—5,347-5,347-100%$204.2K———
Strategic Wealth Partners, Ltd.
N/A—5,322-5,322-100%$203.2K———
O'shaughnessy Asset Management, LLC
N/A—5,227-5,227-100%$199.6K———
Jupiter Wealth Management LLC
N/A—5,000-5,000-100%$191.0K———
FMR LLC
N/A—2,850-2,850-100%$108.8K———
Cheviot Value Management, LLC
N/A—2,350-2,350-100%$89.7K———
Founders Financial Alliance, LLC
N/A—2,150-2,150-100%$82.1K———
Ancora Advisors LLCA
N/A—2,121-2,121-100%$81.0K———
Geneos Wealth Management Inc.
N/A—1,980-1,980-100%$75.6K———
Ankerstar Wealth, LLC
N/A—1,915-1,915-100%$73.1K———
Innovative Asset Advisors Group, LLC
N/A—1,450-1,450-100%$55.4K———
Harbour Investments, Inc.
N/A—1,193-1,193-100%$45.6K———
Steward Partners Investment Advisory, LLC
N/A—1,016-1,016-100%$38.8K———
Wells Fargo & Company
N/A—613-613-100%$23.4K———
Global Retirement Partners, LLC
N/A—608-608-100%$23.2K———
BFC Planning, Inc.
N/A—553-553-100%$21.1K———
Bogart Wealth, LLC
N/A—500-500-100%$19.1K———
Jones Financial Companies Lllp
N/A—450-450-100%$16.0K———
Bellevue Asset Management, LLC
N/A—398-398-100%$15.2K———
Smartleaf Asset Management LLC
N/A—200-200-100%$7.4K———
Ameriflex Group, Inc.
N/A—194-194-100%$7.4K———
Continuum Advisory, LLC
N/A—190-190-100%$7.3K———
Keating Financial Advisory Services, Inc.
N/A—142-142-100%$5.4K———
Darwin Wealth Management, LLC
N/A—102-102-100%$3.9K———
Tower Research Capital LLC (TRC)
N/A—61-61-100%$2.3K———
CVA Family Office, LLC
N/A—30-30-100%$1.1K———
Bernard Wealth Management Corp.
N/A—17-17-100%$650———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10-10-100%$382———
Fourth Dimension Wealth, LLC
N/A—4-4-100%$153———
AE Wealth Management LLC
N/A—1-1-100%$21———
BlackRock, Inc.
N/A—1-1-100%$43———
Showing 261 of 261 institutions