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Global X Russell 2000 COV CL (RYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,905,643 from 4,055,219
Change-149,576 (-4%)
Value$60.4M (-$4.4M)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares948,304 from 942,833
Change+5,471 (+1%)
Value$14.7M (-$405.6K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
DECREASED
Shares660,102 from 666,942
Change-6,840 (-1%)
Value$10.2M (-$452.6K)
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares576,002 from 605,928
Change-29,926 (-5%)
Value$8.9M (-$778.0K)
Filed 2026-10-22
Thrive Capital Management, LLC
INCREASED
Shares520,887 from 505,492
Change+15,395 (+3%)
Value$8.1M (-$24.7K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares367,187 from 343,597
Change+23,590 (+7%)
Value$5.7M (+$186.3K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares209,018 from 220,997
Change-11,979 (-5%)
Value$3.2M (-$291.2K)
Filed 2026-11-02
Foresight Capital Management Advisors, Inc.
INCREASED
Shares190,577 from 148,124
Change+42,453 (+29%)
Value$2.9M (+$579.7K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED
Shares155,106 from 158,466
Change-3,360 (-2%)
Value$2.4M (-$134.4K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares143,069 from 144,012
Change-943 (-1%)
Value$2.2M (-$89.5K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares141,563 from 135,883
Change+5,680 (+4%)
Value$2.2M (+$17.2K)
Filed 2026-10-15
Palacios Wealth Management, LLC
DECREASED
Shares131,860 from 137,782
Change-5,922 (-4%)
Value$2.0M (-$163.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares128,239 from 129,163
Change-924 (-1%)
Value$2.0M (-$81.5K)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares122,462 from 123,263
Change-801 (-1%)
Value$1.9M (-$75.3K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares122,252 from 128,847
Change-6,595 (-5%)
Value$1.9M (-$169.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares99,950 from 112,543
Change-12,593 (-11%)
Value$1.5M (-$258.2K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares98,891 from 105,494
Change-6,603 (-6%)
Value$1.6M (+$4.1K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares79,038 from 79,978
Change-940 (-1%)
Value$1.2M (-$56.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares78,537 from 79,774
Change-1,237 (-2%)
Value$1.2M (-$61.0K)
Filed 2026-11-02
Garner Asset Management Corp
DECREASED
Shares77,978 from 80,619
Change-2,641 (-3%)
Value$1.2M (-$99.9K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
INCREASED
Shares73,179 from 71,726
Change+1,453 (+2%)
Value$1.1M (-$14.8K)
Filed 2026-10-26
Solutions 4 Wealth, Ltd
INCREASED
Shares69,068 from 63,461
Change+5,607 (+9%)
Value$1.1M (+$53.7K)
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares63,823
Change+63,823
Value$987.3K
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares62,212 from 55,087
Change+7,125 (+13%)
Value$962.4K (+$81.6K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares58,330 from 57,780
Change+550 (+1%)
Value$902.4K (-$21.5K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares54,104 from 39,214
Change+14,890 (+38%)
Value$837.0K (+$210.0K)
Filed 2026-10-20
Abel Hall, LLC
UNCHANGED
Shares49,000 from 49,000
Change0 (0%)
Value$758.0K (-$25.5K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares47,526 from 47,501
Change+25 (+0%)
Value$735.2K (-$24.3K)
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares47,331
Change+47,331
Value$732.2K
Filed 2026-10-29
Montchanin Asset Management, LLC
NEW
Shares45,285
Change+45,285
Value$701.0K
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares43,008 from 42,914
Change+94 (+0%)
Value$665.3K (-$20.9K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares39,987 from 35,905
Change+4,082 (+11%)
Value$618.6K (+$44.5K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares35,259 from 35,093
Change+166 (+0%)
Value$545.5K (-$15.7K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares34,783 from 37,740
Change-2,957 (-8%)
Value$538.1K (-$65.4K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares28,591 from 34,513
Change-5,922 (-17%)
Value$442.3K (-$109.6K)
Filed 2026-10-16
QP Wealth Management, LLC
DECREASED
Shares28,324 from 30,279
Change-1,955 (-6%)
Value$438.2K (-$46.0K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares27,667 from 27,345
Change+322 (+1%)
Value$428.0K (-$9.2K)
Filed 2026-10-23
Salem Investment Counselors Inc
INCREASED
Shares26,750 from 25,250
Change+1,500 (+6%)
Value$413.8K (+$10.1K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
UNCHANGED
Shares24,152 from 24,152
Change0 (0%)
Value$373.6K (-$12.6K)
Filed 2026-10-08
Nottingham Advisors, Inc.
UNCHANGED
Shares23,901 from 23,901
Change0 (0%)
Value$370.0K (-$11.7K)
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares23,554 from 54,123
Change-30,569 (-56%)
Value$364.4K (-$501.0K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares23,220 from 24,120
Change-900 (-4%)
Value$359.0K (-$27.0K)
Filed 2026-10-22
XML Financial, LLC
UNCHANGED
Shares22,150 from 22,150
Change0 (0%)
Value$342.7K (-$11.5K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares22,026 from 21,872
Change+154 (+1%)
Value$340.7K (-$9.0K)
Filed 2026-10-08
Certior Financial Group, LLC
DECREASED
Shares21,125 from 23,029
Change-1,904 (-8%)
Value$326.8K (-$41.4K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares20,722 from 11,912
Change+8,810 (+74%)
Value$314.6K (+$124.5K)
Filed 2026-10-27
Level Four Advisory Services, LLC
INCREASED
Shares20,276 from 20,234
Change+42 (+0%)
Value$313.7K (-$9.9K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares18,000 from 16,200
Change+1,800 (+11%)
Value$278.5K (+$19.4K)
Filed 2026-10-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,586 from 16,711
Change+875 (+5%)
Value$272.1K (+$5.9K)
Filed 2026-10-13
Columbia Advisory Partners LLC
INCREASED
Shares15,703 from 13,931
Change+1,772 (+13%)
Value$242.9K (+$20.2K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares15,479 from 15,573
Change-94 (-1%)
Value$239.5K (-$9.6K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares15,365 from 15,952
Change-587 (-4%)
Value$237.7K (-$17.4K)
Filed 2026-10-28
Accel Wealth Management
INCREASED
Shares14,325 from 12,623
Change+1,702 (+13%)
Value$221.6K (+$19.8K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares14,224 from 17,849
Change-3,625 (-20%)
Value$220.0K (-$65.4K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$212.7K (-$10.9K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares13,934 from 14,688
Change-754 (-5%)
Value$215.6K (-$19.3K)
Filed 2026-10-14
Stablepoint Partners, LLC
DECREASED
Shares13,929 from 15,518
Change-1,589 (-10%)
Value$215.5K (-$32.7K)
Filed 2026-11-03
World Equity Group, Inc.
INCREASED
Shares13,616 from 12,675
Change+941 (+7%)
Value$210.6K (+$8.0K)
Filed 2026-10-14
Tactive Advisors, LLC
DECREASED
Shares13,599 from 13,803
Change-204 (-1%)
Value$210.4K (-$10.3K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares13,333 from 13,819
Change-486 (-4%)
Value$206.3K (-$14.7K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
DECREASED
Shares12,924 from 12,991
Change-67 (-1%)
Value$199.9K (-$7.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares12,886
Change+12,886
Value$199.4K
Filed 2026-11-03
Accurate Wealth Management, LLC
NEW
Shares12,479
Change+12,479
Value$193.4K
Filed 2026-10-20
Private Client Services, LLC
INCREASED
Shares12,297 from 12,058
Change+239 (+2%)
Value$190.2K (-$2.6K)
Filed 2026-10-02
Essential Investment Partners LLC
NEW
Shares12,255
Change+12,255
Value$189.6K
Filed 2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED
Shares11,999 from 14,275
Change-2,276 (-16%)
Value$185.6K (-$42.6K)
Filed 2026-10-15
ETF Store, Inc.
INCREASED
Shares10,999 from 10,854
Change+145 (+1%)
Value$170.2K (-$3.4K)
Filed 2026-10-19
CWA Asset Management Group, LLC
UNCHANGED
Shares10,941 from 10,941
Change0 (0%)
Value$169.3K (-$5.7K)
Filed 2026-10-19
Ulland Investment Advisors, LLC
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$167.0K (+$166.8K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares10,695 from 9,562
Change+1,133 (+12%)
Value$165.5K (+$12.6K)
Filed 2026-10-08
AMG National Trust Bank
NEW
Shares10,452
Change+10,452
Value$161.7K
Filed 2026-11-05
Portfolio Strategies, Inc.
UNCHANGED
Shares10,221 from 10,221
Change0 (0%)
Value$158.1K (-$5.3K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares7,745 from 1,845
Change+5,900 (+320%)
Value$119.8K (+$90.3K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares5,228 from 4,708
Change+520 (+11%)
Value$80.9K (+$5.6K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,052 from 3,982
Change+70 (+2%)
Value$62.7K (-$993)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,698 from 3,698
Change0 (0%)
Value$56.2K (-$2.9K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares2,711 from 2,737
Change-26 (-1%)
Value$41.9K (-$1.8K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares2,234 from 3,719
Change-1,485 (-40%)
Value$34.6K (-$24.9K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$29.5K (-$990)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$25.4K (-$853)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares1,379 from 1,504
Change-125 (-8%)
Value$21.3K (-$2.7K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
NEW
Shares1,111
Change+1,111
Value$17.2K
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$16.5K (-$554)
Filed 2026-10-14
Cullen T Bankers, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$15.5K (-$520)
Filed 2026-10-28
RMG Wealth Management LLC
INCREASED
Shares795 from 772
Change+23 (+3%)
Value$12.1K (-$567)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
NEW
Shares400
Change+400
Value$6.2K
Filed 2026-10-13
AlphaCore Capital LLC
NEW
Shares300
Change+300
Value$4.6K
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.1K (-$104)
Filed 2026-11-05
Allworth Financial LP
NEW
Shares113
Change+113
Value$1.8K
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$1.2K (-$41)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$233 (-$7)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$108 (-$4)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares6
Change+6
Value$93
Filed 2026-11-05
Milestone Asset Management, LLC
CLOSED
Shares0 from 38,353
Change-38,353 (-100%)
Value$0 (-$613.3K)
Filed 2026-10-15
Capital CS Group, LLC
CLOSED
Shares0 from 19,556
Change-19,556 (-100%)
Value$0 (-$312.7K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 15,442
Change-15,442 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-16
StoneX Group Inc.
CLOSED
Shares0 from 11,110
Change-11,110 (-100%)
Value$0 (-$176.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 1,875
Change-1,875 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 1,053
Change-1,053 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$15)
Filed 2026-11-04
Larson Financial Group LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$11.0K)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$598)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 3,406,123
Change-3,406,123 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,792,826
Change-2,792,826 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,522,007
Change-1,522,007 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,047,441
Change-1,047,441 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 959,054
Change-959,054 (-100%)
Value—
UBS Group AG
N/A
Shares— from 648,016
Change-648,016 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 576,239
Change-576,239 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 575,147
Change-575,147 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 462,895
Change-462,895 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 317,117
Change-317,117 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 315,581
Change-315,581 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 284,702
Change-284,702 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 231,075
Change-231,075 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 203,550
Change-203,550 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 171,262
Change-171,262 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 161,465
Change-161,465 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 143,819
Change-143,819 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 125,795
Change-125,795 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 120,681
Change-120,681 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 86,866
Change-86,866 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 82,485
Change-82,485 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 67,845
Change-67,845 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 65,238
Change-65,238 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,258
Change-61,258 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 55,176
Change-55,176 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 53,634
Change-53,634 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 51,938
Change-51,938 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,221
Change-50,221 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 47,698
Change-47,698 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 42,442
Change-42,442 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 38,839
Change-38,839 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 37,867
Change-37,867 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 36,645
Change-36,645 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 35,924
Change-35,924 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,016
Change-33,016 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 32,877
Change-32,877 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,669
Change-30,669 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,053
Change-30,053 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,024
Change-29,024 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,497
Change-27,497 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 25,389
Change-25,389 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,375
Change-25,375 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,641
Change-22,641 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 20,947
Change-20,947 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,712
Change-20,712 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,145
Change-19,145 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,936
Change-13,936 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,081
Change-10,081 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
FMR LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 450
Change-450 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 42
Change-42 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5
Change-5 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED3,905,6434,055,219-149,576-4%$64.8M$60.4M-$4.4M2026-11-06
HUB Investment Partners, LLC
INCREASED948,304942,833+5,471+1%$15.1M$14.7M-$405.6K2026-11-03
AlphaStar Capital Management, LLC
DECREASED660,102666,942-6,840-1%$10.7M$10.2M-$452.6K2026-10-16
Brookstone Capital Management
DECREASED576,002605,928-29,926-5%$9.7M$8.9M-$778.0K2026-10-22
Thrive Capital Management, LLC
INCREASED520,887505,492+15,395+3%$8.1M$8.1M-$24.7K2026-10-28
Venture Visionary Partners LLC
INCREASED367,187343,597+23,590+7%$5.5M$5.7M+$186.3K2026-10-07
International Assets Investment Management, LLC
DECREASED209,018220,997-11,979-5%$3.5M$3.2M-$291.2K2026-11-02
Foresight Capital Management Advisors, Inc.
INCREASED190,577148,124+42,453+29%$2.4M$2.9M+$579.7K2026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED155,106158,466-3,360-2%$2.5M$2.4M-$134.4K2026-11-05
RFG Advisory, LLC
DECREASED143,069144,012-943-1%$2.3M$2.2M-$89.5K2026-11-03
Nfsg Corp
INCREASED141,563135,883+5,680+4%$2.2M$2.2M+$17.2K2026-10-15
Palacios Wealth Management, LLC
DECREASED131,860137,782-5,922-4%$2.2M$2.0M-$163.3K2026-11-04
Kestra Advisory Services, LLC
DECREASED128,239129,163-924-1%$2.1M$2.0M-$81.5K2026-11-02
Apella Capital, LLC
DECREASED122,462123,263-801-1%$2.0M$1.9M-$75.3K2026-10-08
J.W. Cole Advisors, Inc.
DECREASED122,252128,847-6,595-5%$2.1M$1.9M-$169.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED99,950112,543-12,593-11%$1.8M$1.5M-$258.2K2026-10-13
Formidable Asset Management, LLC
DECREASED98,891105,494-6,603-6%$1.6M$1.6M+$4.1K2026-11-03
Triumph Capital Management
DECREASED79,03879,978-940-1%$1.3M$1.2M-$56.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED78,53779,774-1,237-2%$1.3M$1.2M-$61.0K2026-11-02
Garner Asset Management Corp
DECREASED77,97880,619-2,641-3%$1.3M$1.2M-$99.9K2026-10-30
High Net Worth Advisory Group LLC
INCREASED73,17971,726+1,453+2%$1.1M$1.1M-$14.8K2026-10-26
Solutions 4 Wealth, Ltd
INCREASED69,06863,461+5,607+9%$1.0M$1.1M+$53.7K2026-11-03
Simplicity Wealth,LLC
NEW63,823—+63,823——$987.3K—2026-10-23
Dynamic Advisor Solutions LLC
INCREASED62,21255,087+7,125+13%$880.8K$962.4K+$81.6K2026-10-13
NWF Advisory Services Inc.
INCREASED58,33057,780+550+1%$923.9K$902.4K-$21.5K2026-10-19
Focused Alpha, LLC
INCREASED54,10439,214+14,890+38%$627.0K$837.0K+$210.0K2026-10-20
Abel Hall, LLC
UNCHANGED49,00049,00000%$783.5K$758.0K-$25.5K2026-10-19
Trilogy Capital Inc.
INCREASED47,52647,501+25+0%$759.5K$735.2K-$24.3K2026-10-20
Integrity Alliance, Llc.
NEW47,331—+47,331——$732.2K—2026-10-29
Montchanin Asset Management, LLC
NEW45,285—+45,285——$701.0K—2026-11-02
PMG Family Office LLC
INCREASED43,00842,914+94+0%$686.2K$665.3K-$20.9K2026-10-19
Koshinski Asset Management, Inc.
INCREASED39,98735,905+4,082+11%$574.1K$618.6K+$44.5K2026-10-29
SBI Securities Co., Ltd.
INCREASED35,25935,093+166+0%$561.1K$545.5K-$15.7K2026-10-22
Commonwealth Equity Services, LLC
DECREASED34,78337,740-2,957-8%$603.5K$538.1K-$65.4K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED28,59134,513-5,922-17%$551.9K$442.3K-$109.6K2026-10-16
QP Wealth Management, LLC
DECREASED28,32430,279-1,955-6%$484.2K$438.2K-$46.0K2026-10-20
Sigma Planning Corp
INCREASED27,66727,345+322+1%$437.2K$428.0K-$9.2K2026-10-23
Salem Investment Counselors Inc
INCREASED26,75025,250+1,500+6%$403.7K$413.8K+$10.1K2026-10-13
Valeo Financial Advisors, LLC
UNCHANGED24,15224,15200%$386.2K$373.6K-$12.6K2026-10-08
Nottingham Advisors, Inc.
UNCHANGED23,90123,90100%$381.7K$370.0K-$11.7K2026-10-29
Fiduciary Alliance LLC
DECREASED23,55454,123-30,569-56%$865.4K$364.4K-$501.0K2026-10-13
Wedbush Securities Inc
DECREASED23,22024,120-900-4%$386.0K$359.0K-$27.0K2026-10-22
XML Financial, LLC
UNCHANGED22,15022,15000%$354.2K$342.7K-$11.5K2026-10-29
First Heartland Consultants, Inc.
INCREASED22,02621,872+154+1%$349.7K$340.7K-$9.0K2026-10-08
Certior Financial Group, LLC
DECREASED21,12523,029-1,904-8%$368.2K$326.8K-$41.4K2026-10-19
Chicago Partners Investment Group LLC
INCREASED20,72211,912+8,810+74%$190.1K$314.6K+$124.5K2026-10-27
Level Four Advisory Services, LLC
INCREASED20,27620,234+42+0%$323.5K$313.7K-$9.9K2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED18,00016,200+1,800+11%$259.0K$278.5K+$19.4K2026-10-05
B. Riley Wealth Advisors, Inc.
INCREASED17,58616,711+875+5%$266.2K$272.1K+$5.9K2026-10-13
Columbia Advisory Partners LLC
INCREASED15,70313,931+1,772+13%$222.8K$242.9K+$20.2K2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED15,47915,573-94-1%$249.0K$239.5K-$9.6K2026-10-23
D.A. Davidson & Co.
DECREASED15,36515,952-587-4%$255.1K$237.7K-$17.4K2026-10-28
Accel Wealth Management
INCREASED14,32512,623+1,702+13%$201.8K$221.6K+$19.8K2026-10-13
Independent Financial Group, LLC
DECREASED14,22417,849-3,625-20%$285.4K$220.0K-$65.4K2026-10-13
Foguth Wealth Management, Llc.
UNCHANGED14,00014,00000%$223.6K$212.7K-$10.9K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED13,93414,688-754-5%$234.9K$215.6K-$19.3K2026-10-14
Stablepoint Partners, LLC
DECREASED13,92915,518-1,589-10%$248.1K$215.5K-$32.7K2026-11-03
World Equity Group, Inc.
INCREASED13,61612,675+941+7%$202.7K$210.6K+$8.0K2026-10-14
Tactive Advisors, LLC
DECREASED13,59913,803-204-1%$220.7K$210.4K-$10.3K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED13,33313,819-486-4%$221.0K$206.3K-$14.7K2026-11-06
Flagship Harbor Advisors, LLC
DECREASED12,92412,991-67-1%$207.7K$199.9K-$7.8K2026-10-26
Ascentis Independent Advisors
NEW12,886—+12,886——$199.4K—2026-11-03
Accurate Wealth Management, LLC
NEW12,479—+12,479——$193.4K—2026-10-20
Private Client Services, LLC
INCREASED12,29712,058+239+2%$192.8K$190.2K-$2.6K2026-10-02
Essential Investment Partners LLC
NEW12,255—+12,255——$189.6K—2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED11,99914,275-2,276-16%$228.3K$185.6K-$42.6K2026-10-15
ETF Store, Inc.
INCREASED10,99910,854+145+1%$173.6K$170.2K-$3.4K2026-10-19
CWA Asset Management Group, LLC
UNCHANGED10,94110,94100%$175.0K$169.3K-$5.7K2026-10-19
Ulland Investment Advisors, LLC
UNCHANGED10,80010,80000%$173$167.0K+$166.8K2026-10-13
Farther Finance Advisors, LLC
INCREASED10,6959,562+1,133+12%$152.9K$165.5K+$12.6K2026-10-08
AMG National Trust Bank
NEW10,452—+10,452——$161.7K—2026-11-05
Portfolio Strategies, Inc.
UNCHANGED10,22110,22100%$163.4K$158.1K-$5.3K2026-11-06
Spire Wealth Management
INCREASED7,7451,845+5,900+320%$29.5K$119.8K+$90.3K2026-10-30
IFP Advisors, Inc
INCREASED5,2284,708+520+11%$75.3K$80.9K+$5.6K2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED4,0523,982+70+2%$63.7K$62.7K-$9932026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED3,6983,69800%$59.1K$56.2K-$2.9K2026-10-29
Pension & Wealth Management Advisors, Inc.
DECREASED2,7112,737-26-1%$43.8K$41.9K-$1.8K2026-10-16
PNC Financial Services Group, Inc.
DECREASED2,2343,719-1,485-40%$59.5K$34.6K-$24.9K2026-11-06
Private Trust Co NA
UNCHANGED1,9041,90400%$30.4K$29.5K-$9902026-10-20
Fifth Third Bancorp
UNCHANGED1,6401,64000%$26.2K$25.4K-$8532026-11-05
Lanark Financial, Inc.
DECREASED1,3791,504-125-8%$24.1K$21.3K-$2.7K2026-10-26
EverSource Wealth Advisors, LLC
NEW1,111—+1,111——$17.2K—2026-11-04
Realta Investment Advisors
UNCHANGED1,0661,06600%$17.0K$16.5K-$5542026-10-14
Cullen T Bankers, Inc.
UNCHANGED1,0001,00000%$16.0K$15.5K-$5202026-10-28
RMG Wealth Management LLC
INCREASED795772+23+3%$12.6K$12.1K-$5672026-10-26
Meriwether Wealth & Planning, LLC
NEW400—+400——$6.2K—2026-10-13
AlphaCore Capital LLC
NEW300—+300——$4.6K—2026-11-04
Archer Investment Corp
UNCHANGED20020000%$3.2K$3.1K-$1042026-11-05
Allworth Financial LP
NEW113—+113——$1.8K—2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED797900%$1.3K$1.2K-$412026-10-23
Blume Capital Management, Inc.
UNCHANGED151500%$240$233-$72026-10-26
CoreCap Advisors, LLC
UNCHANGED7700%$112$108-$42026-10-08
Rossby Financial, LCC
NEW6—+6——$93—2026-11-05
Milestone Asset Management, LLC
CLOSED038,353-38,353-100%$613.3K$0-$613.3K2026-10-15
Capital CS Group, LLC
CLOSED019,556-19,556-100%$312.7K$0-$312.7K2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED015,442-15,442-100%$246.9K$0-$246.9K2026-10-16
StoneX Group Inc.
CLOSED011,110-11,110-100%$176.9K$0-$176.9K2026-11-03
Capital Investment Advisory Services, LLC
CLOSED01,875-1,875-100%$30.0K$0-$30.0K2026-10-30
Whipplewood Advisors, LLC
CLOSED01,053-1,053-100%$16.8K$0-$16.8K2026-10-20
Avion Wealth
CLOSED01,000-1,000-100%$15$0-$152026-11-04
Larson Financial Group LLC
CLOSED0685-685-100%$11.0K$0-$11.0K2026-11-05
Sims Investment Management, LLC
CLOSED0383-383-100%$6.1K$0-$6.1K2026-10-13
LifeSteps Financial, Inc.
CLOSED0175-175-100%$2.8K$0-$2.8K2026-10-15
AdvisorNet Financial, Inc
CLOSED037-37-100%$598$0-$5982026-10-15
Bank of America Corp
N/A—3,406,123-3,406,123-100%$54.5M———
Morgan Stanley
N/A—2,792,826-2,792,826-100%$44.7M———
Ameriprise Financial Inc
N/A—1,522,007-1,522,007-100%$24.3M———
Wells Fargo & Company
N/A—1,047,441-1,047,441-100%$16.7M———
Cetera Investment Advisers
N/A—959,054-959,054-100%$15.3M———
UBS Group AG
N/A—648,016-648,016-100%$10.4M———
Royal Bank of Canada
N/A—576,239-576,239-100%$9.2M———
Raymond James Financial Inc
N/A—575,147-575,147-100%$9.2M———
Proficio Capital Partners LLC
N/A—462,895-462,895-100%$7.4M———
Baird Financial Group, Inc.
N/A—317,117-317,117-100%$5.1M———
Osaic Holdings, Inc.
N/A—315,581-315,581-100%$5.0M———
Envestnet Asset Management Inc
N/A—284,702-284,702-100%$4.6M———
Principal Securities, Inc.
N/A—231,075-231,075-100%$3.7M———
AE Wealth Management LLC
N/A—203,550-203,550-100%$3.3M———
NewEdge Advisors, LLC
N/A—171,262-171,262-100%$2.7M———
CreativeOne Wealth, LLC
N/A—161,465-161,465-100%$2.6M———
Institute for Wealth Management, Llc.
N/A—143,819-143,819-100%$2.3M———
Janney Montgomery Scott LLC
N/A—125,795-125,795-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—120,681-120,681-100%$1.9M———
OneAscent Family Office, LLC
N/A—86,866-86,866-100%$1.4M———
Stifel Financial Corp
N/A—82,485-82,485-100%$1.3M———
RiverFront Investment Group, LLC
N/A—67,845-67,845-100%$1.1M———
Jaffetilchin Investment Partners, LLC
N/A—65,238-65,238-100%$1.0M———
Citadel Advisors LLC
N/A—61,258-61,258-100%$979.5K———
Resurgent Financial Advisors LLC
N/A—55,176-55,176-100%$882.3K———
Oakmont Advisory Group, LLC
N/A—53,634-53,634-100%$857.6K———
Stratos Wealth Partners, Ltd.
N/A—51,938-51,938-100%$830.5K———
MML Investors Services, LLC
N/A—50,221-50,221-100%$803.0K———
SageGuard Financial Group, LLC
N/A—47,698-47,698-100%$762.7K———
PFG Investments, LLC
N/A—42,442-42,442-100%$678.7K———
Kovack Advisors, Inc.
N/A—38,839-38,839-100%$620.4K———
Equitable Holdings, Inc.
N/A—37,867-37,867-100%$605.5K———
Wealthfront Advisers LLC
N/A—36,645-36,645-100%$586.0K———
Comprehensive Money Management Services LLC
N/A—35,924-35,924-100%$574.4K———
Focus Partners Advisor Solutions, LLC
N/A—33,016-33,016-100%$527.9K———
Independent Advisor Alliance
N/A—32,877-32,877-100%$525.7K———
Ameritas Advisory Services, LLC
N/A—30,669-30,669-100%$490.4K———
Regal Investment Advisors LLC
N/A—30,053-30,053-100%$480.5K———
Great Valley Advisor Group, Inc.
N/A—29,024-29,024-100%$464.2K———
Bank of Montreal
N/A—27,497-27,497-100%$439.7K———
Copley Financial Group, Inc.
N/A—25,389-25,389-100%$406.0K———
Mutual Advisors, LLC
N/A—25,375-25,375-100%$405.7K———
Foundations Investment Advisors, LLC
N/A—22,641-22,641-100%$362.0K———
Atlantic Private Wealth, LLC
N/A—20,947-20,947-100%$334.9K———
Mariner, LLC
N/A—20,712-20,712-100%$331.2K———
Founders Financial Alliance, LLC
N/A—20,677-20,677-100%$330.6K———
Perennial Investment Advisors, LLC
N/A—19,935-19,935-100%$318.8K———
Arax Advisory Partners
N/A—19,145-19,145-100%$306.1K———
Private Advisor Group, LLC
N/A—13,936-13,936-100%$222.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,875-13,875-100%$221.9K———
BFC Planning, Inc.
N/A—13,875-13,875-100%$221.9K———
Susquehanna International Group, LLP
N/A—13,864-13,864-100%$221.7K———
Northwestern Mutual Wealth Management Co
N/A—13,723-13,723-100%$219.4K———
Qube Research & Technologies Ltd
N/A—13,050-13,050-100%$208.7K———
Pasadena Private Wealth, LLC
N/A—12,500-12,500-100%$199.9K———
Harbour Investments, Inc.
N/A—12,155-12,155-100%$194.4K———
Silver OAK Securities, Incorporated
N/A—10,081-10,081-100%$161.2K———
Caitlin John, LLC
N/A—7,000-7,000-100%$111.9K———
Steward Partners Investment Advisory, LLC
N/A—6,662-6,662-100%$106.5K———
IFG Advisory, LLC
N/A—6,050-6,050-100%$96.7K———
Quent Capital, LLC
N/A—3,750-3,750-100%$60.0K———
Federation des caisses Desjardins du Quebec
N/A—3,337-3,337-100%$53.3K———
Howe & Rusling Inc
N/A—2,098-2,098-100%$33.5K———
JPMorgan Chase & Co
N/A—1,475-1,475-100%$23.5K———
BlackRock, Inc.
N/A—985-985-100%$15.8K———
Capital Analysts, LLC
N/A—572-572-100%$9———
FMR LLC
N/A—458-458-100%$7.3K———
SHP Wealth Management
N/A—450-450-100%$7.2K———
Rothschild Investment LLC
N/A—450-450-100%$7.2K———
Jones Financial Companies Lllp
N/A—42-42-100%$666———
National Bank of Canada
N/A—5-5-100%$80———
Smartleaf Asset Management LLC
N/A—1-1-100%$16———
Showing 176 of 176 institutions