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Global X S&P 500 Cove Call E (XYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,598,196 from 3,504,445
Change+93,751 (+3%)
Value$149.4M (+$6.5M)
Filed 2026-11-06
Global X Japan Co., Ltd.
INCREASED
Shares1,257,514 from 1,187,341
Change+70,173 (+6%)
Value$52.2M (+$3.8M)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares765,291 from 815,836
Change-50,545 (-6%)
Value$31.8M (-$1.5M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares645,601 from 203,514
Change+442,087 (+217%)
Value$26.8M (+$18.5M)
Filed 2026-11-02
Sims Investment Management, LLC
INCREASED
Shares461,183 from 438,538
Change+22,645 (+5%)
Value$19.1M (+$1.3M)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares441,139 from 443,829
Change-2,690 (-1%)
Value$18.3M (+$212.3K)
Filed 2026-11-03
Waterway Wealth Management, LLC
INCREASED
Shares377,523 from 291,116
Change+86,407 (+30%)
Value$15.7M (+$3.8M)
Filed 2026-10-28
Thrive Capital Management, LLC
INCREASED
Shares190,310 from 185,849
Change+4,461 (+2%)
Value$7.9M (+$320.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares183,503 from 180,083
Change+3,420 (+2%)
Value$7.6M (+$273.5K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares167,612 from 152,505
Change+15,107 (+10%)
Value$7.0M (+$738.5K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
INCREASED
Shares160,049 from 159,001
Change+1,048 (+1%)
Value$6.6M (+$159.6K)
Filed 2026-10-06
Compass Financial Services Inc
INCREASED
Shares151,704 from 146,670
Change+5,034 (+3%)
Value$6.3M (+$316.1K)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares132,327 from 130,376
Change+1,951 (+2%)
Value$5.5M (+$176.2K)
Filed 2026-10-15
Thrivent Financial for Lutherans
INCREASED
Shares123,666 from 26,482
Change+97,184 (+367%)
Value$5.1M (+$4.1M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares114,943 from 109,404
Change+5,539 (+5%)
Value$4.8M (+$309.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares107,879 from 105,350
Change+2,529 (+2%)
Value$4.5M (+$181.9K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares106,298 from 101,920
Change+4,378 (+4%)
Value$4.4M (+$256.2K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares102,095 from 92,695
Change+9,400 (+10%)
Value$4.2M (+$459.3K)
Filed 2026-11-02
Ocean Park Asset Management, LLC
INCREASED
Shares95,620 from 95,500
Change+120 (+0%)
Value$4.0M (+$74.7K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares93,874 from 90,404
Change+3,470 (+4%)
Value$3.9M (+$210.0K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares80,309 from 73,514
Change+6,795 (+9%)
Value$3.3M (+$335.8K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares76,618 from 20,543
Change+56,075 (+273%)
Value$3.2M (+$2.3M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares66,740 from 71,901
Change-5,161 (-7%)
Value$2.8M (-$161.8K)
Filed 2026-10-16
J. Team Financial, Inc.
INCREASED
Shares62,887 from 55,455
Change+7,432 (+13%)
Value$2.6M (+$349.0K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares62,394 from 62,257
Change+137 (+0%)
Value$2.6M (+$51.1K)
Filed 2026-10-19
Garner Asset Management Corp
DECREASED
Shares62,343 from 63,213
Change-870 (-1%)
Value$2.6M (+$1.3K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares58,629 from 58,149
Change+480 (+1%)
Value$2.4M (+$62.4K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares56,591 from 56,923
Change-332 (-1%)
Value$2.3M (+$27.8K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares50,602 from 50,473
Change+129 (+0%)
Value$2.1M (+$50.8K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares49,699 from 11,741
Change+37,958 (+323%)
Value$2.1M (+$1.6M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares49,589 from 52,981
Change-3,392 (-6%)
Value$2.1M (-$107.1K)
Filed 2026-10-13
Verity Asset Management, Inc.
NEW
Shares47,745
Change+47,745
Value$2.0M
Filed 2026-10-30
Beam Wealth Advisors, Inc.
DECREASED
Shares46,141 from 49,674
Change-3,533 (-7%)
Value$1.9M (-$110.4K)
Filed 2026-11-03
Montchanin Asset Management, LLC
INCREASED
Shares44,045 from 37,765
Change+6,280 (+17%)
Value$1.8M (+$289.0K)
Filed 2026-11-02
Focused Alpha, LLC
INCREASED
Shares43,350 from 22,218
Change+21,132 (+95%)
Value$1.8M (+$893.6K)
Filed 2026-10-20
Elco Management Co., LLC
DECREASED
Shares38,000 from 41,200
Change-3,200 (-8%)
Value$1.6M (-$102.8K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares37,771 from 38,550
Change-779 (-2%)
Value$1.6M (-$4.2K)
Filed 2026-11-06
Prospera Financial Services Inc
NEW
Shares37,240
Change+37,240
Value$1.5M
Filed 2026-11-04
PMG Family Office LLC
INCREASED
Shares35,825 from 35,689
Change+136 (+0%)
Value$1.5M (+$31.7K)
Filed 2026-10-19
Bangor Savings Bank
UNCHANGED
Shares35,511 from 35,511
Change0 (0%)
Value$1.5M (+$25.9K)
Filed 2026-10-06
McAdam, LLC
INCREASED
Shares34,088 from 29,876
Change+4,212 (+14%)
Value$1.4M (+$196.7K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares28,204 from 32,320
Change-4,116 (-13%)
Value$1.2M (-$147.3K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares27,900 from 28,304
Change-404 (-1%)
Value$1.2M (+$3.9K)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares23,925 from 23,925
Change0 (0%)
Value$993.4K (+$17.5K)
Filed 2026-10-14
Tactive Advisors, LLC
INCREASED
Shares23,592 from 22,739
Change+853 (+4%)
Value$979.5K (+$52.0K)
Filed 2026-10-08
Curtis Advisory Group, LLC
UNCHANGED
Shares22,946 from 22,946
Change0 (0%)
Value$952.7K (+$16.8K)
Filed 2026-10-28
APS Management Group, Inc.
DECREASED
Shares22,864 from 31,305
Change-8,441 (-27%)
Value$949.3K (-$327.6K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares21,008 from 24,860
Change-3,852 (-15%)
Value$872.3K (-$141.8K)
Filed 2026-10-13
Solutions 4 Wealth, Ltd
INCREASED
Shares20,308 from 10,454
Change+9,854 (+94%)
Value$843.2K (+$416.8K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares20,142 from 18,590
Change+1,552 (+8%)
Value$836.3K (+$66.2K)
Filed 2026-10-30
Braeburn Wealth Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$830.4K (+$14.6K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares19,980 from 16,315
Change+3,665 (+22%)
Value$829.6K (+$191.2K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares19,958 from 21,600
Change-1,642 (-8%)
Value$828.6K (-$52.4K)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares18,355 from 18,325
Change+30 (+0%)
Value$762.1K (+$14.6K)
Filed 2026-10-30
Verus Capital Partners, LLC
DECREASED
Shares18,330 from 19,182
Change-852 (-4%)
Value$761.1K (-$21.4K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares17,386 from 16,825
Change+561 (+3%)
Value$721.9K (+$35.6K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares16,787 from 16,787
Change0 (0%)
Value$684.7K ($0)
Filed 2026-10-26
Baker Avenue Asset Management, LP
INCREASED
Shares16,635 from 16,522
Change+113 (+1%)
Value$690.7K (+$16.8K)
Filed 2026-11-06
City Center Advisors, LLC
INCREASED
Shares16,199 from 15,561
Change+638 (+4%)
Value$672.6K (+$37.8K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED
Shares16,070 from 16,016
Change+54 (+0%)
Value$667.2K (+$13.9K)
Filed 2026-10-30
Howard Wealth Management, LLC
INCREASED
Shares15,583 from 15,008
Change+575 (+4%)
Value$647.0K (+$34.8K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares15,280 from 15,103
Change+177 (+1%)
Value$634.4K (+$18.4K)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares15,177 from 15,435
Change-258 (-2%)
Value$630.1K (+$556)
Filed 2026-10-14
Royal Fund Management, LLC
INCREASED
Shares14,777 from 12,673
Change+2,104 (+17%)
Value$613.6K (+$96.6K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares14,720 from 10,537
Change+4,183 (+40%)
Value$605.7K (+$176.9K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares14,701 from 13,390
Change+1,311 (+10%)
Value$610.4K (+$64.2K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares14,589 from 15,161
Change-572 (-4%)
Value$605.7K (-$12.7K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares14,455 from 15,118
Change-663 (-4%)
Value$600.2K (-$16.5K)
Filed 2026-11-03
KW Wealth Management LLC
NEW
Shares14,430
Change+14,430
Value$599.1K
Filed 2026-10-28
Castle Rock Wealth Management, LLC
INCREASED
Shares14,315 from 14,307
Change+8 (+0%)
Value$599.8K (+$15.6K)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares14,132 from 21,185
Change-7,053 (-33%)
Value$586.8K (-$277.4K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares13,994 from 14,373
Change-379 (-3%)
Value$581.0K (-$5.2K)
Filed 2026-11-06
Apollon Wealth Management, LLC
NEW
Shares13,550
Change+13,550
Value$562.6K
Filed 2026-10-23
Essential Investment Partners LLC
NEW
Shares12,925
Change+12,925
Value$536.6K
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares11,807 from 12,014
Change-207 (-2%)
Value$490.2K (+$197)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares11,419 from 8,195
Change+3,224 (+39%)
Value$474.1K (+$139.8K)
Filed 2026-11-06
Strategic Blueprint, LLC
DECREASED
Shares11,375 from 11,850
Change-475 (-4%)
Value$472.3K (-$11.1K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares11,326 from 14,991
Change-3,665 (-24%)
Value$470.3K (-$141.2K)
Filed 2026-10-16
Bensler, LLC
INCREASED
Shares10,945 from 10,433
Change+512 (+5%)
Value$454.4K (+$28.8K)
Filed 2026-11-05
IMG Wealth Management, Inc.
DECREASED
Shares10,945 from 11,111
Change-166 (-1%)
Value$454.4K (+$1.2K)
Filed 2026-10-27
VestGen Advisors, LLC
UNCHANGED
Shares10,908 from 10,908
Change0 (0%)
Value$452.9K (+$8.0K)
Filed 2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED
Shares10,894 from 10,776
Change+118 (+1%)
Value$452.3K (+$12.8K)
Filed 2026-10-19
Horizon Wealth Management, LLC
UNCHANGED
Shares10,468 from 10,468
Change0 (0%)
Value$434.6K (+$7.6K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares10,457 from 11,181
Change-724 (-6%)
Value$434.2K (-$21.9K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares10,046 from 10,666
Change-620 (-6%)
Value$417.1K (-$18.0K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares9,399 from 9,350
Change+49 (+1%)
Value$390.2K (+$8.9K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
DECREASED
Shares8,950 from 9,325
Change-375 (-4%)
Value$371.6K (-$8.8K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares8,652 from 9,546
Change-894 (-9%)
Value$359.2K (-$30.1K)
Filed 2026-11-05
Tortuga Wealth Management, Inc
UNCHANGED
Shares8,549 from 8,549
Change0 (0%)
Value$355.0K (+$6.2K)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares8,548 from 8,548
Change0 (0%)
Value$354.9K (+$5.9K)
Filed 2026-10-29
Money Concepts Capital Corp
DECREASED
Shares8,272 from 8,464
Change-192 (-2%)
Value$343.5K (-$1.8K)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares8,245 from 11,839
Change-3,594 (-30%)
Value$342.3K (-$140.2K)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares8,163 from 14,480
Change-6,317 (-44%)
Value$338.9K (-$251.7K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares8,069 from 8,086
Change-17 (0%)
Value$335.0K (+$5.2K)
Filed 2026-10-23
Trilogy Capital Inc.
INCREASED
Shares7,666 from 5,707
Change+1,959 (+34%)
Value$318.3K (+$85.5K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares6,993 from 6,262
Change+731 (+12%)
Value$290.4K (+$34.9K)
Filed 2026-10-21
Advisory Advocates, LLC
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$288.6K (+$5.1K)
Filed 2026-11-05
Core Wealth Partners LLC
DECREASED
Shares6,585 from 6,709
Change-124 (-2%)
Value$273.4K (-$244)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares6,292 from 5,437
Change+855 (+16%)
Value$261.3K (+$39.5K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares5,989 from 5,554
Change+435 (+8%)
Value$248.7K (+$22.0K)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$244.2K (+$4.3K)
Filed 2026-11-06
Davenport & Co LLC
UNCHANGED
Shares5,670 from 5,670
Change0 (0%)
Value$235.4K (+$4.1K)
Filed 2026-10-14
Patten & Patten Inc
DECREASED
Shares5,470 from 6,330
Change-860 (-14%)
Value$227.1K (-$31.1K)
Filed 2026-10-26
Armor Investment Advisors, LLC
UNCHANGED
Shares5,446 from 5,446
Change0 (0%)
Value$226.1K (+$4.0K)
Filed 2026-10-27
Elevatus Welath Management
INCREASED
Shares5,326 from 5,300
Change+26 (+0%)
Value$221.1K (+$4.9K)
Filed 2026-10-19
Mission Financial Group, LLC
INCREASED
Shares5,213 from 5,086
Change+127 (+3%)
Value$216.4K (+$9.0K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares5,107 from 5,301
Change-194 (-4%)
Value$212.0K (-$4.2K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares5,045 from 5,126
Change-81 (-2%)
Value$209.5K (+$378)
Filed 2026-10-28
Quartz Partners, LLC
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$206.5K (+$3.6K)
Filed 2026-11-03
Miramontes Capital, LLC
UNCHANGED
Shares4,946 from 4,946
Change0 (0%)
Value$205.4K (+$3.6K)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares4,722 from 4,679
Change+43 (+1%)
Value$192.6K (+$1.7K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares3,992 from 8,271
Change-4,279 (-52%)
Value$165.7K (-$171.6K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares3,848 from 3,312
Change+536 (+16%)
Value$159.8K (+$24.7K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED
Shares3,566 from 3,716
Change-150 (-4%)
Value$147.3K (-$4.3K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares3,049 from 1,065
Change+1,984 (+186%)
Value$126.6K (+$83.2K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares2,350 from 1,800
Change+550 (+31%)
Value$97.6K (+$24.2K)
Filed 2026-10-16
Rossby Financial, LCC
NEW
Shares2,230
Change+2,230
Value$92.6K
Filed 2026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$78.8K (+$1.4K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$74.1K (+$1.3K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares1,748 from 1,715
Change+33 (+2%)
Value$72.6K (+$2.6K)
Filed 2026-10-29
Simplex Trading, LLC
NEW
Shares1,704
Change+1,704
Value$70.8K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares1,607 from 1,245
Change+362 (+29%)
Value$66.7K (+$15.9K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares1,582
Change+1,582
Value$65.7K
Filed 2026-11-03
Collier Financial
DECREASED
Shares1,310 from 1,900
Change-590 (-31%)
Value$54.4K (-$23.1K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares1,200 from 2,008
Change-808 (-40%)
Value$49.8K (-$32.1K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,082 from 1,056
Change+26 (+2%)
Value$44.9K (+$1.9K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares1,063 from 1,043
Change+20 (+2%)
Value$44.2K (+$1.6K)
Filed 2026-10-16
Horizon Financial Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.5K (+$730)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares868 from 792
Change+76 (+10%)
Value$36.1K (+$3.8K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares783 from 610
Change+173 (+28%)
Value$32.5K (+$7.6K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares751 from 1,131
Change-380 (-34%)
Value$31.2K (-$15.0K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares650 from 1,800
Change-1,150 (-64%)
Value$27.0K (-$46.4K)
Filed 2026-11-05
Financial Management Professionals, Inc.
INCREASED
Shares619 from 604
Change+15 (+2%)
Value$25.7K (+$1.1K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$12.5K (+$220)
Filed 2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12 ($0)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
NEW
Shares250
Change+250
Value$10.4K
Filed 2026-10-13
High Point Wealth Management, LLC
NEW
Shares247
Change+247
Value$10.3K
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares125 from 122
Change+3 (+2%)
Value$5.2K (+$214)
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.2K (+$73)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.2K (+$73)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.2K (+$73)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$3.4K (+$60)
Filed 2026-10-30
Highline Wealth Partners LLC
NEW
Shares72
Change+72
Value$3.0K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares39
Change+39
Value$1.6K
Filed 2026-10-30
Albion Financial Group
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$1.2K (+$52)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
NEW
Shares20
Change+20
Value$843
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$789 (+$13)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 29,525
Change-29,525 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Newport Capital Group, LLC
CLOSED
Shares0 from 27,500
Change-27,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Procyon Advisors, LLC
CLOSED
Shares0 from 21,901
Change-21,901 (-100%)
Value$0 (-$893.3K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$815.8K)
Filed 2026-10-08
Collaborative Wealth Managment Inc.
CLOSED
Shares0 from 9,225
Change-9,225 (-100%)
Value$0 (-$376.3K)
Filed 2026-11-06
Milestone Asset Management, LLC
CLOSED
Shares0 from 7,121
Change-7,121 (-100%)
Value$0 (-$290.5K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,645
Change-6,645 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-15
Cypress Financial Planning LLC
CLOSED
Shares0 from 4,986
Change-4,986 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-09
Robinswood Financial LLC
CLOSED
Shares0 from 3,149
Change-3,149 (-100%)
Value$0 (-$128.4K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$122.4K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-21
TD Private Client Wealth LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 4,095,324
Change-4,095,324 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,355,983
Change-2,355,983 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,975,584
Change-1,975,584 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,710,000
Change-1,710,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,032,694
Change-1,032,694 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 949,131
Change-949,131 (-100%)
Value—
UBS Group AG
N/A
Shares— from 863,278
Change-863,278 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 663,735
Change-663,735 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 646,091
Change-646,091 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 559,469
Change-559,469 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 503,980
Change-503,980 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 453,929
Change-453,929 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 325,828
Change-325,828 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 306,229
Change-306,229 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 302,148
Change-302,148 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 237,712
Change-237,712 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234,241
Change-234,241 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 226,694
Change-226,694 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 186,252
Change-186,252 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 178,000
Change-178,000 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 163,826
Change-163,826 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 109,728
Change-109,728 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 105,289
Change-105,289 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 94,290
Change-94,290 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 89,682
Change-89,682 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 84,996
Change-84,996 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,486
Change-79,486 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 78,467
Change-78,467 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 70,395
Change-70,395 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 64,526
Change-64,526 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,770
Change-60,770 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,962
Change-56,962 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 56,771
Change-56,771 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,648
Change-56,648 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 51,807
Change-51,807 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 49,973
Change-49,973 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,502
Change-44,502 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 42,770
Change-42,770 (-100%)
Value—
&partners
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 38,049
Change-38,049 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 37,195
Change-37,195 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 36,293
Change-36,293 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,322
Change-35,322 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 32,154
Change-32,154 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 30,767
Change-30,767 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 30,698
Change-30,698 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,062
Change-29,062 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,711
Change-28,711 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 28,229
Change-28,229 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 26,566
Change-26,566 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,098
Change-25,098 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 24,274
Change-24,274 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 23,971
Change-23,971 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 23,867
Change-23,867 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 22,840
Change-22,840 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,402
Change-22,402 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 22,065
Change-22,065 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,319
Change-21,319 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 20,278
Change-20,278 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,945
Change-19,945 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,521
Change-19,521 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,493
Change-19,493 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 19,385
Change-19,385 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 19,184
Change-19,184 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,113
Change-19,113 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,734
Change-17,734 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,206
Change-17,206 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 17,042
Change-17,042 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 14,962
Change-14,962 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,348
Change-14,348 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,859
Change-13,859 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,087
Change-13,087 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,181
Change-12,181 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,678
Change-11,678 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,749
Change-9,749 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
EQ LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 486
Change-486 (-100%)
Value—
FMR LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,598,1963,504,445+93,751+3%$142.9M$149.4M+$6.5M2026-11-06
Global X Japan Co., Ltd.
INCREASED1,257,5141,187,341+70,173+6%$48.4M$52.2M+$3.8M2026-10-21
Brookstone Capital Management
DECREASED765,291815,836-50,545-6%$33.3M$31.8M-$1.5M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED645,601203,514+442,087+217%$8.3M$26.8M+$18.5M2026-11-02
Sims Investment Management, LLC
INCREASED461,183438,538+22,645+5%$17.9M$19.1M+$1.3M2026-10-13
HUB Investment Partners, LLC
DECREASED441,139443,829-2,690-1%$18.1M$18.3M+$212.3K2026-11-03
Waterway Wealth Management, LLC
INCREASED377,523291,116+86,407+30%$11.9M$15.7M+$3.8M2026-10-28
Thrive Capital Management, LLC
INCREASED190,310185,849+4,461+2%$7.6M$7.9M+$320.9K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED183,503180,083+3,420+2%$7.3M$7.6M+$273.5K2026-11-05
XML Financial, LLC
INCREASED167,612152,505+15,107+10%$6.2M$7.0M+$738.5K2026-10-29
Juncture Wealth Strategies, LLC
INCREASED160,049159,001+1,048+1%$6.5M$6.6M+$159.6K2026-10-06
Compass Financial Services Inc
INCREASED151,704146,670+5,034+3%$6.0M$6.3M+$316.1K2026-11-06
Nfsg Corp
INCREASED132,327130,376+1,951+2%$5.3M$5.5M+$176.2K2026-10-15
Thrivent Financial for Lutherans
INCREASED123,66626,482+97,184+367%$1.1M$5.1M+$4.1M2026-11-05
Kestra Advisory Services, LLC
INCREASED114,943109,404+5,539+5%$4.5M$4.8M+$309.8K2026-11-02
Commonwealth Equity Services, LLC
INCREASED107,879105,350+2,529+2%$4.3M$4.5M+$181.9K2026-11-02
Avantax Planning Partners, Inc.
INCREASED106,298101,920+4,378+4%$4.2M$4.4M+$256.2K2026-11-03
International Assets Investment Management, LLC
INCREASED102,09592,695+9,400+10%$3.8M$4.2M+$459.3K2026-11-02
Ocean Park Asset Management, LLC
INCREASED95,62095,500+120+0%$3.9M$4.0M+$74.7K2026-10-21
Wedbush Securities Inc
INCREASED93,87490,404+3,470+4%$3.7M$3.9M+$210.0K2026-10-22
Lido Advisors, LLC
INCREASED80,30973,514+6,795+9%$3.0M$3.3M+$335.8K2026-11-04
Park Avenue Securities LLC
INCREASED76,61820,543+56,075+273%$838.0K$3.2M+$2.3M2026-10-26
Concurrent Investment Advisors, LLC
DECREASED66,74071,901-5,161-7%$2.9M$2.8M-$161.8K2026-10-16
J. Team Financial, Inc.
INCREASED62,88755,455+7,432+13%$2.3M$2.6M+$349.0K2026-11-03
NWF Advisory Services Inc.
INCREASED62,39462,257+137+0%$2.5M$2.6M+$51.1K2026-10-19
Garner Asset Management Corp
DECREASED62,34363,213-870-1%$2.6M$2.6M+$1.3K2026-10-30
SBI Securities Co., Ltd.
INCREASED58,62958,149+480+1%$2.4M$2.4M+$62.4K2026-10-22
Armstrong Advisory Group, Inc
DECREASED56,59156,923-332-1%$2.3M$2.3M+$27.8K2026-10-09
Apella Capital, LLC
INCREASED50,60250,473+129+0%$2.1M$2.1M+$50.8K2026-10-08
Simplicity Wealth,LLC
INCREASED49,69911,741+37,958+323%$478.9K$2.1M+$1.6M2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED49,58952,981-3,392-6%$2.2M$2.1M-$107.1K2026-10-13
Verity Asset Management, Inc.
NEW47,745—+47,745——$2.0M—2026-10-30
Beam Wealth Advisors, Inc.
DECREASED46,14149,674-3,533-7%$2.0M$1.9M-$110.4K2026-11-03
Montchanin Asset Management, LLC
INCREASED44,04537,765+6,280+17%$1.5M$1.8M+$289.0K2026-11-02
Focused Alpha, LLC
INCREASED43,35022,218+21,132+95%$906.3K$1.8M+$893.6K2026-10-20
Elco Management Co., LLC
DECREASED38,00041,200-3,200-8%$1.7M$1.6M-$102.8K2026-10-14
Institute for Wealth Management, Llc.
DECREASED37,77138,550-779-2%$1.6M$1.6M-$4.2K2026-11-06
Prospera Financial Services Inc
NEW37,240—+37,240——$1.5M—2026-11-04
PMG Family Office LLC
INCREASED35,82535,689+136+0%$1.5M$1.5M+$31.7K2026-10-19
Bangor Savings Bank
UNCHANGED35,51135,51100%$1.4M$1.5M+$25.9K2026-10-06
McAdam, LLC
INCREASED34,08829,876+4,212+14%$1.2M$1.4M+$196.7K2026-10-21
HBW Advisory Services LLC
DECREASED28,20432,320-4,116-13%$1.3M$1.2M-$147.3K2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED27,90028,304-404-1%$1.2M$1.2M+$3.9K2026-10-23
Triumph Capital Management
UNCHANGED23,92523,92500%$975.9K$993.4K+$17.5K2026-10-14
Tactive Advisors, LLC
INCREASED23,59222,739+853+4%$927.5K$979.5K+$52.0K2026-10-08
Curtis Advisory Group, LLC
UNCHANGED22,94622,94600%$936.0K$952.7K+$16.8K2026-10-28
APS Management Group, Inc.
DECREASED22,86431,305-8,441-27%$1.3M$949.3K-$327.6K2026-10-14
1900 Wealth Management LLC
DECREASED21,00824,860-3,852-15%$1.0M$872.3K-$141.8K2026-10-13
Solutions 4 Wealth, Ltd
INCREASED20,30810,454+9,854+94%$426.4K$843.2K+$416.8K2026-11-03
Compass Financial Management LLC
INCREASED20,14218,590+1,552+8%$770.1K$836.3K+$66.2K2026-10-30
Braeburn Wealth Management LLC
UNCHANGED20,00020,00000%$815.8K$830.4K+$14.6K2026-10-15
SAX Wealth Advisors, LLC
INCREASED19,98016,315+3,665+22%$638.4K$829.6K+$191.2K2026-10-13
Fifth Third Bancorp
DECREASED19,95821,600-1,642-8%$881.1K$828.6K-$52.4K2026-11-05
Markowski Investments
INCREASED18,35518,325+30+0%$747.5K$762.1K+$14.6K2026-10-30
Verus Capital Partners, LLC
DECREASED18,33019,182-852-4%$782.4K$761.1K-$21.4K2026-11-03
AlphaStar Capital Management, LLC
INCREASED17,38616,825+561+3%$686.3K$721.9K+$35.6K2026-10-16
PKS Advisory Services, LLC
UNCHANGED16,78716,78700%$684.7K$684.7K$02026-10-26
Baker Avenue Asset Management, LP
INCREASED16,63516,522+113+1%$673.9K$690.7K+$16.8K2026-11-06
City Center Advisors, LLC
INCREASED16,19915,561+638+4%$634.7K$672.6K+$37.8K2026-10-08
Joseph P. Lucia & Associates, LLC
INCREASED16,07016,016+54+0%$653.3K$667.2K+$13.9K2026-10-30
Howard Wealth Management, LLC
INCREASED15,58315,008+575+4%$612.2K$647.0K+$34.8K2026-10-28
D.A. Davidson & Co.
INCREASED15,28015,103+177+1%$616.1K$634.4K+$18.4K2026-10-28
First Citizens Bank & Trust Co
DECREASED15,17715,435-258-2%$629.6K$630.1K+$5562026-10-14
Royal Fund Management, LLC
INCREASED14,77712,673+2,104+17%$517.0K$613.6K+$96.6K2026-10-22
Chicago Partners Investment Group LLC
INCREASED14,72010,537+4,183+40%$428.9K$605.7K+$176.9K2026-10-27
Creative Planning
INCREASED14,70113,390+1,311+10%$546.2K$610.4K+$64.2K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED14,58915,161-572-4%$618.4K$605.7K-$12.7K2026-11-05
Redwood Financial Network Corp
DECREASED14,45515,118-663-4%$616.7K$600.2K-$16.5K2026-11-03
KW Wealth Management LLC
NEW14,430—+14,430——$599.1K—2026-10-28
Castle Rock Wealth Management, LLC
INCREASED14,31514,307+8+0%$584.2K$599.8K+$15.6K2026-10-09
Independent Financial Group, LLC
DECREASED14,13221,185-7,053-33%$864.1K$586.8K-$277.4K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED13,99414,373-379-3%$586.3K$581.0K-$5.2K2026-11-06
Apollon Wealth Management, LLC
NEW13,550—+13,550——$562.6K—2026-10-23
Essential Investment Partners LLC
NEW12,925—+12,925——$536.6K—2026-10-27
Choreo, LLC
DECREASED11,80712,014-207-2%$490.0K$490.2K+$1972026-10-28
Level Four Advisory Services, LLC
INCREASED11,4198,195+3,224+39%$334.3K$474.1K+$139.8K2026-11-06
Strategic Blueprint, LLC
DECREASED11,37511,850-475-4%$483.3K$472.3K-$11.1K2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED11,32614,991-3,665-24%$611.5K$470.3K-$141.2K2026-10-16
Bensler, LLC
INCREASED10,94510,433+512+5%$425.6K$454.4K+$28.8K2026-11-05
IMG Wealth Management, Inc.
DECREASED10,94511,111-166-1%$453.2K$454.4K+$1.2K2026-10-27
VestGen Advisors, LLC
UNCHANGED10,90810,90800%$444.9K$452.9K+$8.0K2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED10,89410,776+118+1%$439.5K$452.3K+$12.8K2026-10-19
Horizon Wealth Management, LLC
UNCHANGED10,46810,46800%$427.0K$434.6K+$7.6K2026-11-02
Truist Financial Corp
DECREASED10,45711,181-724-6%$456.1K$434.2K-$21.9K2026-10-30
Oppenheimer & Co Inc
DECREASED10,04610,666-620-6%$435.1K$417.1K-$18.0K2026-10-26
First Heartland Consultants, Inc.
INCREASED9,3999,350+49+1%$381.4K$390.2K+$8.9K2026-10-08
Flagship Harbor Advisors, LLC
DECREASED8,9509,325-375-4%$380.4K$371.6K-$8.8K2026-10-26
Compound Planning, Inc.
DECREASED8,6529,546-894-9%$389.4K$359.2K-$30.1K2026-11-05
Tortuga Wealth Management, Inc
UNCHANGED8,5498,54900%$348.7K$355.0K+$6.2K2026-10-27
Salomon & Ludwin, LLC
UNCHANGED8,5488,54800%$349.0K$354.9K+$5.9K2026-10-29
Money Concepts Capital Corp
DECREASED8,2728,464-192-2%$345.2K$343.5K-$1.8K2026-11-06
StoneX Group Inc.
DECREASED8,24511,839-3,594-30%$482.5K$342.3K-$140.2K2026-11-03
Grant Private Wealth Management Inc
DECREASED8,16314,480-6,317-44%$590.6K$338.9K-$251.7K2026-10-19
Sigma Planning Corp
DECREASED8,0698,086-170%$329.8K$335.0K+$5.2K2026-10-23
Trilogy Capital Inc.
INCREASED7,6665,707+1,959+34%$232.8K$318.3K+$85.5K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED6,9936,262+731+12%$255.4K$290.4K+$34.9K2026-10-21
Advisory Advocates, LLC
UNCHANGED6,9506,95000%$283.5K$288.6K+$5.1K2026-11-05
Core Wealth Partners LLC
DECREASED6,5856,709-124-2%$273.7K$273.4K-$2442026-11-02
AlphaCore Capital LLC
INCREASED6,2925,437+855+16%$221.8K$261.3K+$39.5K2026-11-04
Carlson Financial, Inc.
INCREASED5,9895,554+435+8%$226.6K$248.7K+$22.0K2026-11-05
Clearstead Advisors, LLC
UNCHANGED5,8815,88100%$239.9K$244.2K+$4.3K2026-11-06
Davenport & Co LLC
UNCHANGED5,6705,67000%$231.3K$235.4K+$4.1K2026-10-14
Patten & Patten Inc
DECREASED5,4706,330-860-14%$258.2K$227.1K-$31.1K2026-10-26
Armor Investment Advisors, LLC
UNCHANGED5,4465,44600%$222.1K$226.1K+$4.0K2026-10-27
Elevatus Welath Management
INCREASED5,3265,300+26+0%$216.2K$221.1K+$4.9K2026-10-19
Mission Financial Group, LLC
INCREASED5,2135,086+127+3%$207.5K$216.4K+$9.0K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED5,1075,301-194-4%$216.2K$212.0K-$4.2K2026-10-14
MGO One Seven LLC
DECREASED5,0455,126-81-2%$209.1K$209.5K+$3782026-10-28
Quartz Partners, LLC
UNCHANGED4,9744,97400%$202.9K$206.5K+$3.6K2026-11-03
Miramontes Capital, LLC
UNCHANGED4,9464,94600%$201.7K$205.4K+$3.6K2026-10-19
Allworth Financial LP
INCREASED4,7224,679+43+1%$190.9K$192.6K+$1.7K2026-11-06
Private Trust Co NA
DECREASED3,9928,271-4,279-52%$337.4K$165.7K-$171.6K2026-10-20
IFP Advisors, Inc
INCREASED3,8483,312+536+16%$135.1K$159.8K+$24.7K2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED3,5663,716-150-4%$151.6K$147.3K-$4.3K2026-10-29
Spire Wealth Management
INCREASED3,0491,065+1,984+186%$43.4K$126.6K+$83.2K2026-10-30
Halbert Hargrove Global Advisors, LLC
INCREASED2,3501,800+550+31%$73.4K$97.6K+$24.2K2026-10-16
Rossby Financial, LCC
NEW2,230—+2,230——$92.6K—2026-11-05
Owl Creek Wealth Partners LLC
UNCHANGED1,8991,89900%$77.5K$78.8K+$1.4K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED1,7851,78500%$72.8K$74.1K+$1.3K2026-11-03
Signature Equity Partners, LLC
INCREASED1,7481,715+33+2%$70.0K$72.6K+$2.6K2026-10-29
Simplex Trading, LLC
NEW1,704—+1,704——$70.8K—2026-11-04
Farther Finance Advisors, LLC
INCREASED1,6071,245+362+29%$50.8K$66.7K+$15.9K2026-10-08
Ascentis Independent Advisors
NEW1,582—+1,582——$65.7K—2026-11-03
Collier Financial
DECREASED1,3101,900-590-31%$77.5K$54.4K-$23.1K2026-11-06
Cape Investment Advisory, Inc.
DECREASED1,2002,008-808-40%$81.9K$49.8K-$32.1K2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED1,0821,056+26+2%$43.1K$44.9K+$1.9K2026-11-02
TD Waterhouse Canada Inc.
INCREASED1,0631,043+20+2%$42.6K$44.2K+$1.6K2026-10-16
Horizon Financial Services, LLC
UNCHANGED1,0001,00000%$40.8K$41.5K+$7302026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED868792+76+10%$32.3K$36.1K+$3.8K2026-10-16
PNC Financial Services Group, Inc.
INCREASED783610+173+28%$24.9K$32.5K+$7.6K2026-11-06
Larson Financial Group LLC
DECREASED7511,131-380-34%$46.1K$31.2K-$15.0K2026-11-05
US Bancorp \de\
DECREASED6501,800-1,150-64%$73.4K$27.0K-$46.4K2026-11-05
Financial Management Professionals, Inc.
INCREASED619604+15+2%$24.6K$25.7K+$1.1K2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED30130100%$12.3K$12.5K+$2202026-10-23
Ulland Investment Advisors, LLC
UNCHANGED30030000%$12$12$02026-10-13
Meriwether Wealth & Planning, LLC
NEW250—+250——$10.4K—2026-10-13
High Point Wealth Management, LLC
NEW247—+247——$10.3K—2026-11-05
GHP Investment Advisors, Inc.
INCREASED125122+3+2%$5.0K$5.2K+$2142026-10-15
Lanark Financial, Inc.
UNCHANGED10010000%$4.1K$4.2K+$732026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED10010000%$4.1K$4.2K+$732026-10-27
Quaker Wealth Management, LLC
UNCHANGED10010000%$4.1K$4.2K+$732026-10-22
Capital Investment Advisory Services, LLC
UNCHANGED838300%$3.4K$3.4K+$602026-10-30
Highline Wealth Partners LLC
NEW72—+72——$3.0K—2026-10-19
Provenance Wealth Advisors, LLC
NEW39—+39——$1.6K—2026-10-30
Albion Financial Group
INCREASED3029+1+3%$1.2K$1.2K+$522026-10-21
Allspring Global Investments Holdings, LLC
NEW20—+20——$843—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED191900%$776$789+$132026-10-23
Jefferies Financial Group Inc.
CLOSED029,525-29,525-100%$1.2M$0-$1.2M2026-11-05
Newport Capital Group, LLC
CLOSED027,500-27,500-100%$1.1M$0-$1.1M2026-10-16
Procyon Advisors, LLC
CLOSED021,901-21,901-100%$893.3K$0-$893.3K2026-10-21
Valeo Financial Advisors, LLC
CLOSED020,000-20,000-100%$815.8K$0-$815.8K2026-10-08
Collaborative Wealth Managment Inc.
CLOSED09,225-9,225-100%$376.3K$0-$376.3K2026-11-06
Milestone Asset Management, LLC
CLOSED07,121-7,121-100%$290.5K$0-$290.5K2026-10-15
AdvisorNet Financial, Inc
CLOSED06,645-6,645-100%$271.1K$0-$271.1K2026-10-15
Cypress Financial Planning LLC
CLOSED04,986-4,986-100%$203.4K$0-$203.4K2026-10-09
Robinswood Financial LLC
CLOSED03,149-3,149-100%$128.4K$0-$128.4K2026-10-20
Salem Investment Counselors Inc
CLOSED03,000-3,000-100%$122.4K$0-$122.4K2026-10-13
Strengthening Families & Communities, LLC
CLOSED0109-109-100%$4.4K$0-$4.4K2026-10-21
TD Private Client Wealth LLC
CLOSED041-41-100%$1.7K$0-$1.7K2026-10-28
LifeSteps Financial, Inc.
CLOSED040-40-100%$1.6K$0-$1.6K2026-10-15
Morgan Stanley
N/A—4,095,324-4,095,324-100%$167.0M———
Bank of America Corp
N/A—2,355,983-2,355,983-100%$96.1M———
Ameriprise Financial Inc
N/A—1,975,584-1,975,584-100%$80.6M———
Sumitomo Life Insurance Co
N/A—1,710,000-1,710,000-100%$69.8M———
Osaic Holdings, Inc.
N/A—1,032,694-1,032,694-100%$42.1M———
Wells Fargo & Company
N/A—949,131-949,131-100%$38.7M———
UBS Group AG
N/A—863,278-863,278-100%$35.2M———
Proficio Capital Partners LLC
N/A—663,735-663,735-100%$27.1M———
Envestnet Asset Management Inc
N/A—646,091-646,091-100%$26.4M———
Cetera Investment Advisers
N/A—559,469-559,469-100%$22.8M———
Raymond James Financial Inc
N/A—503,980-503,980-100%$20.6M———
Principal Securities, Inc.
N/A—453,929-453,929-100%$18.5M———
Baird Financial Group, Inc.
N/A—325,828-325,828-100%$13.3M———
Caerus Investment Advisors, LLC
N/A—306,229-306,229-100%$12.5M———
First Foundation Advisors
N/A—302,148-302,148-100%$12.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—237,712-237,712-100%$9.7M———
Royal Bank of Canada
N/A—234,241-234,241-100%$9.6M———
MML Investors Services, LLC
N/A—226,694-226,694-100%$9.2M———
Stifel Financial Corp
N/A—186,252-186,252-100%$7.6M———
Fukoku Mutual Life Insurance Co
N/A—178,000-178,000-100%$7.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—163,826-163,826-100%$6.7M———
CreativeOne Wealth, LLC
N/A—109,728-109,728-100%$4.5M———
RiverFront Investment Group, LLC
N/A—105,289-105,289-100%$4.3M———
PFG Investments, LLC
N/A—94,290-94,290-100%$3.8M———
Western Wealth Management, LLC
N/A—89,682-89,682-100%$3.7M———
Belpointe Asset Management LLC
N/A—84,996-84,996-100%$3.5M———
NewEdge Advisors, LLC
N/A—79,486-79,486-100%$3.2M———
Private Advisor Group, LLC
N/A—78,467-78,467-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—70,395-70,395-100%$2.9M———
Northwestern Mutual Wealth Management Co
N/A—64,526-64,526-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—60,770-60,770-100%$2.5M———
Janney Montgomery Scott LLC
N/A—56,962-56,962-100%$2.3M———
Modern Wealth Management, LLC
N/A—56,771-56,771-100%$2.3M———
Advisory Services Network, LLC
N/A—56,648-56,648-100%$2.3M———
Uniplan Investment Counsel, Inc.
N/A—51,807-51,807-100%$2.1M———
Blue Chip Partners, LLC
N/A—49,973-49,973-100%$2.0M———
IHT Wealth Management, LLC
N/A—44,502-44,502-100%$1.8M———
Wealthfront Advisers LLC
N/A—42,770-42,770-100%$1.7M———
&partners
N/A—40,500-40,500-100%$1.7M———
Qube Research & Technologies Ltd
N/A—38,049-38,049-100%$1.6M———
1832 Asset Management L.P.
N/A—37,195-37,195-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—36,293-36,293-100%$1.5M———
Citadel Advisors LLC
N/A—35,322-35,322-100%$1.4M———
PSI Advisors, LLC
N/A—32,154-32,154-100%$1.3M———
Oversea-Chinese Banking Corp Ltd
N/A—30,767-30,767-100%$1.3M———
Garden State Investment Advisory Services LLC
N/A—30,698-30,698-100%$1.3M———
Mariner, LLC
N/A—29,062-29,062-100%$1.2M———
Bank of Montreal
N/A—28,711-28,711-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—28,229-28,229-100%$1.2M———
Founders Financial Alliance, LLC
N/A—26,566-26,566-100%$1.1M———
Insigneo Advisory Services, LLC
N/A—25,098-25,098-100%$1.0M———
Advyzon Investment Management, LLC
N/A—24,274-24,274-100%$990.2K———
Berger Financial Group, Inc
N/A—23,971-23,971-100%$977.8K———
SageGuard Financial Group, LLC
N/A—23,867-23,867-100%$973.5K———
Susquehanna International Group, LLP
N/A—23,445-23,445-100%$956.3K———
Anchor Bay Capital, Inc.
N/A—22,840-22,840-100%$949.7K———
Ausdal Financial Partners, Inc.
N/A—22,402-22,402-100%$913.8K———
Independent Advisor Alliance
N/A—22,065-22,065-100%$900.0K———
Foundations Investment Advisors, LLC
N/A—21,319-21,319-100%$869.6K———
Atlantic Private Wealth, LLC
N/A—20,278-20,278-100%$827.1K———
Madison Wealth Partners, Inc
N/A—19,945-19,945-100%$813.6K———
Summit Financial, LLC
N/A—19,521-19,521-100%$796.3K———
Envestnet Portfolio Solutions, Inc.
N/A—19,493-19,493-100%$795.1K———
Core Wealth Advisors, Inc.
N/A—19,385-19,385-100%$790.7K———
Prairieview Wealth Partners, LLC
N/A—19,184-19,184-100%$782.5K———
Equitable Holdings, Inc.
N/A—19,113-19,113-100%$779.6K———
BFC Planning, Inc.
N/A—17,734-17,734-100%$723.4K———
Sanctuary Advisors, LLC
N/A—17,206-17,206-100%$701.8K———
Kovack Advisors, Inc.
N/A—17,042-17,042-100%$695.7K———
Oakmont Advisory Group, LLC
N/A—16,670-16,670-100%$680.0K———
Wealthspire Retirement, LLC
N/A—16,036-16,036-100%$654.1K———
Copley Financial Group, Inc.
N/A—14,962-14,962-100%$610.3K———
Arax Advisory Partners
N/A—14,348-14,348-100%$585.3K———
Hyundai Investments Co., Ltd.
N/A—14,225-14,225-100%$577.5K———
Snowden Capital Advisors LLC
N/A—13,859-13,859-100%$565.3K———
Beacon Pointe Advisors, LLC
N/A—13,322-13,322-100%$543.4K———
Perennial Investment Advisors, LLC
N/A—13,087-13,087-100%$533.8K———
MOR Wealth Management, LLC
N/A—12,795-12,795-100%$521.9K———
Smith, Moore & Co.
N/A—12,481-12,481-100%$509.1K———
Transcend Capital Advisors, LLC
N/A—12,181-12,181-100%$496.8K———
Comprehensive Money Management Services LLC
N/A—11,772-11,772-100%$480.2K———
Blair William & Co
N/A—11,678-11,678-100%$476.3K———
WCG Wealth Advisors LLC
N/A—11,370-11,370-100%$463.8K———
Note Advisors, LLC
N/A—11,057-11,057-100%$451.0K———
Jane Street Group, LLC
N/A—10,739-10,739-100%$438.0K———
Hamilton Wealth, LLC
N/A—10,399-10,399-100%$424.2K———
Keystone Financial Group
N/A—9,868-9,868-100%$402.5K———
Mutual Advisors, LLC
N/A—9,749-9,749-100%$397.6K———
Resolute Capital, LLC
N/A—9,677-9,677-100%$394.7K———
Jaffetilchin Investment Partners, LLC
N/A—9,015-9,015-100%$367.7K———
Keating Financial Advisory Services, Inc.
N/A—7,684-7,684-100%$313.4K———
GeoWealth Management, LLC
N/A—7,462-7,462-100%$304.4K———
Aventura Private Wealth, LLC
N/A—7,213-7,213-100%$294.2K———
Integrated Wealth Concepts LLC
N/A—7,212-7,212-100%$294.2K———
OneDigital Investment Advisors LLC
N/A—6,736-6,736-100%$274.8K———
Steward Partners Investment Advisory, LLC
N/A—6,348-6,348-100%$258.9K———
EQ LLC
N/A—6,263-6,263-100%$255.5K———
Two Sigma Securities, LLC
N/A—6,161-6,161-100%$251.3K———
World Investment Advisors
N/A—6,160-6,160-100%$241.0K———
Betterment LLC
N/A—6,091-6,091-100%$248.0K———
BlackRock, Inc.
N/A—6,010-6,010-100%$245.1K———
Renaissance Technologies LLC
N/A—5,800-5,800-100%$236.6K———
Alteri Wealth LLC
N/A—5,755-5,755-100%$234.7K———
Gladstone Institutional Advisory LLC
N/A—5,735-5,735-100%$233.9K———
Kapstone Financial Advisors LLC
N/A—5,476-5,476-100%$223.4K———
Great Valley Advisor Group, Inc.
N/A—5,171-5,171-100%$210.9K———
Whittier Trust Co of Nevada Inc
N/A—5,058-5,058-100%$207.4K———
Main Street Financial Solutions, LLC
N/A—5,000-5,000-100%$204.0K———
Harbour Investments, Inc.
N/A—4,893-4,893-100%$199.6K———
AE Wealth Management LLC
N/A—4,626-4,626-100%$188.7K———
Tidemark, LLC
N/A—4,159-4,159-100%$169.6K———
IFG Advisory, LLC
N/A—3,587-3,587-100%$146.3K———
JPMorgan Chase & Co
N/A—3,114-3,114-100%$126.4K———
Centaurus Financial, Inc.
N/A—3,029-3,029-100%$124.0K———
Smartleaf Asset Management LLC
N/A—3,000-3,000-100%$121.8K———
Providence Capital Advisors, LLC
N/A—2,809-2,809-100%$114.6K———
EP Wealth Advisors, LLC
N/A—2,576-2,576-100%$105.1K———
Quent Capital, LLC
N/A—2,470-2,470-100%$100.8K———
National Bank of Canada
N/A—1,992-1,992-100%$81.3K———
Aptus Capital Advisors, LLC
N/A—1,570-1,570-100%$64.0K———
Proffitt & Goodson Inc
N/A—1,359-1,359-100%$55.4K———
Measured Wealth Private Client Group, LLC
N/A—1,336-1,336-100%$54.5K———
Medallion Wealth Advisors, LLC
N/A—800-800-100%$32.6K———
Webster Bank, N. A.
N/A—486-486-100%$19.8K———
FMR LLC
N/A—421-421-100%$17.2K———
Caitlin John, LLC
N/A—300-300-100%$12.2K———
Private Wealth Asset Management, LLC
N/A—200-200-100%$8.2K———
Global Retirement Partners, LLC
N/A—197-197-100%$8.1K———
Wellington-Altus USA Inc.
N/A—91-91-100%$3.6K———
Roble, Belko & Company, Inc
N/A—75-75-100%$3———
BNP Paribas Financial Markets
N/A—19-19-100%$775———
Showing 291 of 291 institutions