IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Global X Nasd 100 COV Call (QYLD)

CUSIP: 37954Y483 | NYSE | 978 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Global X Japan Co., Ltd.17,532,287
13.2% of portfolio›$325.2M
Cambridge Investment Research Advisors, Inc.1,982,889
0.2% of portfolio›$36.8M
Brookstone Capital Management1,319,799
0.2% of portfolio›$24.5M
HUB Investment Partners, LLC1,223,333
0.4% of portfolio›$22.7M
Sims Investment Management, LLC1,186,480
6.9% of portfolio›$22.0M
Sound Income Strategies, LLC1,004,667
0.8% of portfolio›$18.7M
J.W. Cole Advisors, Inc.986,203
0.3% of portfolio›$18.3M
SBI Securities Co., Ltd.666,213
0.3% of portfolio›$12.4M
Commonwealth Equity Services, LLC649,989
0.0% of portfolio›$12.1M
Thrive Capital Management, LLC522,270
1.7% of portfolio›$9.7M
Kestra Advisory Services, LLC487,748
0.0% of portfolio›$9.0M
International Assets Investment Management, LLC483,537
0.5% of portfolio›$9.0M
Solutions 4 Wealth, Ltd384,483
8.6% of portfolio›$7.1M
Atlas Private Wealth Advisors358,770
1.4% of portfolio›$6.7M
Nfsg Corp311,204
0.7% of portfolio›$5.8M
Mirae Asset Global Investments Co., Ltd.277,885
0.0% of portfolio›$5.2M
Hennion & Walsh Asset Management, Inc.274,695
0.1% of portfolio›$5.1M
Kestra Private Wealth Services, LLC255,097
0.1% of portfolio›$4.7M
Truist Financial Corp247,095
0.0% of portfolio›$4.6M
Concurrent Investment Advisors, LLC241,417
0.0% of portfolio›$4.5M
Foguth Wealth Management, Llc.233,778
0.4% of portfolio›$4.3M
Daiwa Securities Group Inc.212,610
0.0% of portfolio›$3.9M
Creative Planning205,736
0.0% of portfolio›$3.8M
Wedbush Securities Inc192,002
0.2% of portfolio›$3.6M
Simplicity Wealth,LLC184,852
0.1% of portfolio›$3.4M
Montchanin Asset Management, LLC182,520
5.7% of portfolio›$3.4M
Independent Financial Group, LLC181,060
0.1% of portfolio›$3.4M
Diversify Wealth Management, LLC174,461
0.0% of portfolio›$3.3M
Diversify Advisory Services, LLC174,461
0.0% of portfolio›$3.3M
Redwood Financial Network Corp155,234
1.6% of portfolio›$2.9M
NWF Advisory Services Inc.151,854
0.3% of portfolio›$2.8M
J. Team Financial, Inc.143,791
2.3% of portfolio›$2.7M
Rockport Wealth LLC143,093
0.5% of portfolio›$2.7M
RDA Financial Network141,212
0.6% of portfolio›$2.6M
Kingswood Wealth Advisors, LLC140,607
0.1% of portfolio›$2.6M
Joseph P. Lucia & Associates, LLC131,626
0.7% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd125,495
0.1% of portfolio›$2.3M
Sowell Financial Services LLC122,917
0.1% of portfolio›$2.3M
Roman Butler Fullerton & Co122,890
0.5% of portfolio›$2.2M
Vicus Capital116,716
0.1% of portfolio›$2.2M
Mesirow Financial Investment Management, Inc.112,442
0.0% of portfolio›$2.1M
Independent Wealth Network Inc.108,154
0.5% of portfolio›$2.0M
HBW Advisory Services LLC100,451
0.2% of portfolio›$1.9M
Anchor Capital Management Group Inc99,500
1.6% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC95,018
0.0% of portfolio›$1.8M
Sigma Planning Corp94,543
0.0% of portfolio›$1.8M
Prospera Financial Services Inc94,133
0.0% of portfolio›$1.7M
PMG Family Office LLC86,416
1.5% of portfolio›$1.6M
Oppenheimer & Co Inc85,802
0.0% of portfolio›$1.6M
Ulland Investment Advisors, LLC85,466
3.1% of portfolio›$1.6M
Register Financial Advisors LLC82,225
0.5% of portfolio›$1.5M
Key Client Fiduciary Advisors, LLC78,894
0.4% of portfolio›$1.5M
APS Management Group, Inc.77,177
1.0% of portfolio›$1.4M
McAdam, LLC76,914
0.1% of portfolio›$1.4M
BKM Wealth Management, LLC74,738
0.4% of portfolio›$1.4M
Hunter Associates Investment Management LLC73,179
0.3% of portfolio›$1.4M
Compound Planning, Inc.72,363
0.0% of portfolio›$1.3M
HF Advisory Group, LLC71,232
0.4% of portfolio›$1.3M
D.A. Davidson & Co.69,729
0.0% of portfolio›$1.3M
Triumph Capital Management67,980
0.2% of portfolio›$1.3M
Partners Wealth Management, LLC64,464
0.1% of portfolio›$1.2M
Soltis Investment Advisors LLC63,928
0.1% of portfolio›$1.2M
Fifth Third Bancorp63,352
0.0% of portfolio›$1.2M
Curtis Advisory Group, LLC59,629
0.2% of portfolio›$1.1M
Bensler, LLC58,810
0.1% of portfolio›$1.1M
Wealth Effects LLC58,356
0.3% of portfolio›$1.1M
Farther Finance Advisors, LLC58,106
0.0% of portfolio›$1.1M
Apella Capital, LLC57,783
0.0% of portfolio›$1.1M
Tlwm57,399
0.2% of portfolio›$1.1M
Mission Financial Group, LLC56,482
0.8% of portfolio›$1.0M
Benchmark Financial, LLC55,600
0.8% of portfolio›$1.0M
Dynamic Advisor Solutions LLC54,313
0.0% of portfolio›$1.0M
Trilogy Capital Inc.53,645
0.0% of portfolio›$995.1K
Tortuga Wealth Management, Inc50,454
0.7% of portfolio›$936.0K
Signal Advisors Wealth, LLC50,219
0.0% of portfolio›$931.6K
XML Financial, LLC49,834
0.1% of portfolio›$924.4K
World Equity Group, Inc.48,438
0.4% of portfolio›$898.5K
Patriot Financial Group Insurance Agency, LLC46,790
0.1% of portfolio›$867.9K
Beam Wealth Advisors, Inc.46,702
0.2% of portfolio›$866.3K
StoneX Group Inc.45,584
0.0% of portfolio›$845.6K
Bryn Mawr Trust Advisors, LLC43,163
0.0% of portfolio›$800.7K
SAX Wealth Advisors, LLC42,866
0.0% of portfolio›$795.2K
Chicago Partners Investment Group LLC41,609
0.0% of portfolio›$752.7K
FSA Investment Group, LLC41,037
0.2% of portfolio›$761.2K
Ascentis Independent Advisors41,000
0.0% of portfolio›$760.6K
Garner Asset Management Corp40,312
0.2% of portfolio›$735.3K
Howard Wealth Management, LLC38,600
0.3% of portfolio›$716.0K
Ashton Thomas Private Wealth, LLC38,494
0.0% of portfolio›$714.1K
AlphaStar Capital Management, LLC38,461
0.0% of portfolio›$713.5K
Compass Financial Management LLC38,372
0.1% of portfolio›$711.8K
IFP Advisors, Inc36,963
0.0% of portfolio›$685.7K
Verus Capital Partners, LLC36,548
0.0% of portfolio›$678.0K
ARQ Wealth Advisors, LLC35,361
0.1% of portfolio›$655.9K
IMG Wealth Management, Inc.33,840
0.3% of portfolio›$627.7K
Integrity Alliance, Llc.33,559
0.0% of portfolio›$622.5K
City Center Advisors, LLC33,349
0.5% of portfolio›$618.6K
Bank of New York Mellon Corp32,955
0.0% of portfolio›$611.3K
MGO One Seven LLC32,542
0.0% of portfolio›$603.7K
Essential Investment Partners LLC30,954
0.4% of portfolio›$574.2K
Flagship Harbor Advisors, LLC29,421
0.0% of portfolio›$545.8K
Visionary Wealth Advisors29,253
0.0% of portfolio›$542.7K
Castle Rock Wealth Management, LLC29,196
0.1% of portfolio›$545.4K
Elevation Point Wealth Partners, LLC26,632
0.0% of portfolio›$494.0K
B. Riley Wealth Advisors, Inc.26,232
0.0% of portfolio›$486.6K
Bank Julius Baer & Co. Ltd, Zurich25,000
0.0% of portfolio›$463.7K
Mcdonald Partners LLC24,500
0.1% of portfolio›$454.5K
Signature Estate & Investment Advisors LLC24,486
0.0% of portfolio›$454.2K
Elevatus Welath Management24,142
0.1% of portfolio›$447.8K
KW Wealth Management LLC23,820
0.3% of portfolio›$441.9K
MinichMacGregor Wealth Management, LLC23,605
0.1% of portfolio›$437.9K
Pacific Park Financial, Inc.23,100
0.3% of portfolio›$428.5K
First Heartland Consultants, Inc.22,670
0.0% of portfolio›$420.5K
Palacios Wealth Management, LLC22,045
0.2% of portfolio›$408.9K
Focus Financial Network, Inc.21,842
0.0% of portfolio›$405.2K
Lanark Financial, Inc.21,827
0.0% of portfolio›$404.9K
Meadowbrook Wealth Management, LLC21,700
0.4% of portfolio›$402.5K
Lido Advisors, LLC21,578
0.0% of portfolio›$400.3K
TopTier Wealth Management, LLC20,489
0.2% of portfolio›$380.1K
Vanguard Capital Wealth Advisors20,306
0.3% of portfolio›$376.7K
Ferguson Wellman Capital Management, Inc20,006
0.0% of portfolio›$371.1K
Elco Management Co., LLC19,600
0.2% of portfolio›$363.6K
PFG Advisors19,489
0.0% of portfolio›$361.5K
Bay Capital Advisors, LLC19,167
0.2% of portfolio›$355.6K
Milestone Asset Management, LLC18,925
0.1% of portfolio›$351.1K
Sovran Advisors, LLC18,423
0.0% of portfolio›$337.9K
1834 Investment Advisors Co18,411
0.0% of portfolio›$341.5K
Traynor Capital Management, Inc.18,367
0.0% of portfolio›$340.7K
Salem Investment Counselors Inc18,275
0.0% of portfolio›$339.0K
Ignite Planners, LLC18,222
0.0% of portfolio›$338.0K
Morey & Quinn Wealth Partners, LLC18,151
0.2% of portfolio›$336.7K
Vontobel Holding Ltd.18,121
0.0% of portfolio›$336.1K
Atticus Wealth Management, LLC17,850
0.1% of portfolio›$331.1K
Private Trust Co NA17,758
0.0% of portfolio›$329.4K
United Advisor Group, LLC17,425
0.0% of portfolio›$323.2K
Intrua Financial, LLC17,246
0.0% of portfolio›$319.9K
McGlone Suttner Wealth Management, Inc.17,185
0.0% of portfolio›$318.8K
ETF Store, Inc.16,770
0.3% of portfolio›$311.1K
Retirement Guys Formula LLC16,583
0.1% of portfolio›$307.6K
Encompass More Asset Management16,376
0.0% of portfolio›$303.8K
Herold Advisors, Inc.16,368
0.1% of portfolio›$303.6K
L. Roy Papp & Associates, LLP16,275
0.0% of portfolio›$301.9K
First Citizens Bank & Trust Co16,146
0.0% of portfolio›$299.5K
Accel Wealth Management16,086
0.1% of portfolio›$298.4K
Patten Group, Inc.15,718
0.0% of portfolio›$291.6K
MMA Asset Management LLC15,613
0.1% of portfolio›$289.6K
Cape Investment Advisory, Inc.15,523
0.1% of portfolio›$288.0K
Choreo, LLC15,520
0.0% of portfolio›$287.9K
Tennessee Valley Asset Management Partners15,344
0.0% of portfolio›$284.6K
BNB Wealth Management, LLC15,220
0.2% of portfolio›$282.3K
Spire Wealth Management14,990
0.0% of portfolio›$278.1K
Apollon Wealth Management, LLC14,958
0.0% of portfolio›$277.5K
Weaver Consulting Group14,868
0.1% of portfolio›$275.8K
Avior Wealth Management, LLC14,501
0.0% of portfolio›$269.0K
AdvisorNet Financial, Inc14,450
0.0% of portfolio›$269.6K
Koshinski Asset Management, Inc.14,028
0.0% of portfolio›$260.2K
Columbia Advisory Partners LLC13,910
0.1% of portfolio›$258.0K
Evexia Wealth LLC13,586
0.1% of portfolio›$247.8K
Meridian Wealth Management, LLC13,397
0.0% of portfolio›$248.5K
Markowski Investments13,259
0.1% of portfolio›$245.9K
Private Client Services, LLC13,066
0.1% of portfolio›$242.4K
TD Waterhouse Canada Inc.12,800
0.0% of portfolio›$237.7K
Sage Capital Management, LLC12,741
0.1% of portfolio›$236.4K
Prevail Innovative Wealth Advisors, LLC12,688
0.0% of portfolio›$237.0K
Eagle Strategies LLC12,593
0.0% of portfolio›$233.6K
Fullerton Advisors, LLC12,590
0.2% of portfolio›$233.5K
Realta Investment Advisors12,587
0.1% of portfolio›$233.5K
Advisor OS, LLC12,425
0.0% of portfolio›$230.5K
Atria Investments, Inc12,416
0.0% of portfolio›$230.3K
AlphaCore Capital LLC11,945
0.0% of portfolio›$221.6K
ADE, LLC11,248
0.1% of portfolio›$208.6K
Great Waters Wealth Management11,233
0.0% of portfolio›$208.4K
Annex Advisory Services, LLC10,928
0.0% of portfolio›$202.7K
Accurate Wealth Management, LLC10,795
0.0% of portfolio›$201.7K
Wealthcare Advisory Partners LLC10,619
0.0% of portfolio›$197.0K
RMR Wealth Builders10,446
0.0% of portfolio›$193.8K
Norden Group LLC10,314
0.0% of portfolio›$191.3K
Infinity Wealth Counsel, LLC10,000
0.1% of portfolio›$185.5K
Washington Trust Advisors, Inc.9,535
0.0% of portfolio›$176.9K
First Community Trust NA8,251
0.1% of portfolio›$153.1K
CoreCap Advisors, LLC8,198
0.0% of portfolio›$152.1K
MassMutual Private Wealth & Trust, FSB7,807
0.0% of portfolio›$144.8K
Larson Financial Group LLC7,757
0.0% of portfolio›$143.9K
Armstrong Advisory Group, Inc6,926
0.0% of portfolio›$128.5K
Evolution Wealth Management Inc.6,564
0.1% of portfolio›$121.8K
Biltmore Family Office, LLC6,189
0.0% of portfolio›$114.8K
Clark Wealth Partners4,373
0.0% of portfolio›$81.1K
Creative Financial Designs Inc4,106
0.0% of portfolio›$76.2K
Murphy & Mullick Capital Management Corp3,895
0.0% of portfolio›$72.3K
Rossby Financial, LCC3,753
0.0% of portfolio›$69.6K
Investors Research Corp3,204
0.0% of portfolio›$59.4K
Strategic Advocates LLC3,010
0.2% of portfolio›$55.8K
US Bancorp \de\3,000
0.0% of portfolio›$55.7K
Marshall & Sterling Wealth Advisors Inc.2,721
0.0% of portfolio›$50.5K
Capital Investment Advisory Services, LLC2,403
0.0% of portfolio›$44.6K
Armor Investment Advisors, LLC2,400
0.0% of portfolio›$44.5K
Farmers & Merchants Investments Inc2,250
0.0% of portfolio›$41.7K
Physician Wealth Advisors, Inc.2,050
0.0% of portfolio›$38.0K
Golden State Wealth Management, LLC1,600
0.0% of portfolio›$29.7K
Chung Wu Investment Group, LLC1,150
0.0% of portfolio›$21.3K
Pathway Financial Advisers, LLC806
0.0% of portfolio›$15.0K
Assetmark, Inc795
0.0% of portfolio›$14.7K
Nova Financial LLC770
0.0% of portfolio›$14.3K
Financial Management Professionals, Inc.698
0.0% of portfolio›$12.9K
GK Wealth Management LLC685
0.0% of portfolio›$12.7K
Gables Capital Management Inc.655
0.0% of portfolio›$12.2K
Signature Equity Partners, LLC528
0.0% of portfolio›$9.8K
Tompkins Financial Corp524
0.0% of portfolio›$9.7K
Parallel Advisors, LLC480
0.0% of portfolio›$8.9K
Archer Investment Corp465
0.0% of portfolio›$8.6K
Kingdom Financial Group Llc.463
0.0% of portfolio›$8.6K
Meriwether Wealth & Planning, LLC400
0.0% of portfolio›$7.4K
Root Financial Partners, LLC301
0.0% of portfolio›$5.6K
United Community Bank296
0.0% of portfolio›$5.5K
High Point Wealth Management, LLC285
0.0% of portfolio›$5.3K
Aspect Partners, LLC248
0.0% of portfolio›$4.6K
Reyes Financial Architecture, Inc.229
0.0% of portfolio›$4.2K
Reap Financial Group, LLC210
0.0% of portfolio›$3.9K
Axiom Investment Management LLC200
0.0% of portfolio›$3.7K
Godsey & Gibb, Inc200
0.0% of portfolio›$3.7K
Signaturefd, LLC108
0.0% of portfolio›$2.0K
EverSource Wealth Advisors, LLC77
0.0% of portfolio›$1.4K
Central Trust Co71
0.0% of portfolio›$1.3K
Costello Asset Management, Inc66
0.0% of portfolio›$1.2K
Dhjj Financial Advisors, Ltd.60
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC53
0.0% of portfolio›$984
Allspring Global Investments Holdings, LLC39
0.0% of portfolio›$727
Hoey Investments, Inc20
0.0% of portfolio›$371
Atwood & Palmer Inc1
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Global X Japan Co., Ltd.
17,532,287$325.2M13.2%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Cambridge Investment Research Advisors, Inc.
1,982,889$36.8M0.2%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
1,319,799$24.5M0.2%ETFMediumWheaton, IL2026-10-22
HUB Investment Partners, LLC
1,223,333$22.7M0.4%GrowthLowAustin, TX2026-11-03
Sims Investment Management, LLC
1,186,480$22.0M6.9%ETFVery LowCincinnati, OH2026-10-13
Sound Income Strategies, LLC
1,004,667$18.7M0.8%YieldMediumFt Lauderdale, FL2026-10-09
J.W. Cole Advisors, Inc.
986,203$18.3M0.3%IndexLowTampa, FL2026-11-05
SBI Securities Co., Ltd.
666,213$12.4M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Commonwealth Equity Services, LLC
649,989$12.1M0.0%ETFLowWaltham, MA2026-11-02
Thrive Capital Management, LLC
522,270$9.7M1.7%CoreMediumFort Washington, PA2026-10-28
Kestra Advisory Services, LLC
487,748$9.0M0.0%CoreLowAustin, TX2026-11-02
International Assets Investment Management, LLC
483,537$9.0M0.5%CoreVery HighOrlando, FL2026-11-02
Solutions 4 Wealth, Ltd
384,483$7.1M8.6%ETFMediumSouthlake, TX2026-11-03
Atlas Private Wealth Advisors
358,770$6.7M1.4%ETFLowRed Bank, NJ2026-10-23
Nfsg Corp
311,204$5.8M0.7%Agg GrowthMediumBoca Raton, FL2026-10-15
Mirae Asset Global Investments Co., Ltd.
277,885$5.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Hennion & Walsh Asset Management, Inc.
274,695$5.1M0.1%ValueMediumParsippany, NJ2026-10-13
Kestra Private Wealth Services, LLC
255,097$4.7M0.1%GrowthLowAustin, TX2026-10-30
Truist Financial Corp
247,095$4.6M0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
241,417$4.5M0.0%GrowthMediumTampa, FL2026-10-16
Foguth Wealth Management, Llc.
233,778$4.3M0.4%ETFHighBrighton, MI2026-10-19
Daiwa Securities Group Inc.
212,610$3.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Creative Planning
205,736$3.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
192,002$3.6M0.2%CoreLowPasadena, CA2026-10-22
Simplicity Wealth,LLC
184,852$3.4M0.1%ETFLowSummit, NJ2026-10-23
Montchanin Asset Management, LLC
182,520$3.4M5.7%GrowthLowMontchanin, DE2026-11-02
Independent Financial Group, LLC
181,060$3.4M0.1%GrowthLowSan Diego, CA2026-10-13
Diversify Wealth Management, LLC
174,461$3.3M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
174,461$3.3M0.0%GrowthLowSandy, UT2026-10-20
Redwood Financial Network Corp
155,234$2.9M1.6%ETFLowSolon, OH2026-11-03
NWF Advisory Services Inc.
151,854$2.8M0.3%GARPLowLos Angeles, CA2026-10-19
J. Team Financial, Inc.
143,791$2.7M2.3%CoreMediumAbilene, TX2026-11-03
Rockport Wealth LLC
143,093$2.7M0.5%ETFMediumFairview Park, OH2026-11-03
RDA Financial Network
141,212$2.6M0.6%GrowthMediumAkron, IA2026-10-15
Kingswood Wealth Advisors, LLC
140,607$2.6M0.1%GrowthLowSan Diego, CA2026-10-23
Joseph P. Lucia & Associates, LLC
131,626$2.4M0.7%ETFVery LowYorktown Heights, NY2026-10-30
Y-Intercept (Hong Kong) Ltd
125,495$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Sowell Financial Services LLC
122,917$2.3M0.1%CoreLowNorth Little Rock, AR2026-10-23
Roman Butler Fullerton & Co
122,890$2.2M0.5%GrowthMediumSt Louis, MO2026-10-27
Vicus Capital
116,716$2.2M0.1%ETFMediumState College, PA2026-11-05
Mesirow Financial Investment Management, Inc.
112,442$2.1M0.0%CoreLowChicago, IL2026-11-05
Independent Wealth Network Inc.
108,154$2.0M0.5%ETFMediumUrbandale, IA2026-10-19
HBW Advisory Services LLC
100,451$1.9M0.2%ETFMediumSimi Valley, CA2026-10-15
Anchor Capital Management Group Inc
99,500$1.8M1.6%ETFLowAliso Viejo, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
95,018$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Sigma Planning Corp
94,543$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Prospera Financial Services Inc
94,133$1.7M0.0%CoreMediumDallas, TX2026-11-04
PMG Family Office LLC
86,416$1.6M1.5%YieldVery LowPlano, TX2026-10-19
Oppenheimer & Co Inc
85,802$1.6M0.0%CoreLowNew York, NY2026-10-26
Ulland Investment Advisors, LLC
85,466$1.6M3.1%GrowthVery LowMinneapolis, MN2026-10-13
Register Financial Advisors LLC
82,225$1.5M0.5%GARPLowAtlanta, GA2026-10-23
Key Client Fiduciary Advisors, LLC
78,894$1.5M0.4%ValueMediumFairfield, NJ2026-10-19
APS Management Group, Inc.
77,177$1.4M1.0%ETFMediumTorrance, CA2026-10-14
McAdam, LLC
76,914$1.4M0.1%ETFLowPhiladelphia, PA2026-10-21
BKM Wealth Management, LLC
74,738$1.4M0.4%GrowthLowBrookfield, WI2026-10-22
Hunter Associates Investment Management LLC
73,179$1.4M0.3%CoreLowPittsburgh, PA2026-10-26
Compound Planning, Inc.
72,363$1.3M0.0%CoreLowNew York, NY2026-11-05
HF Advisory Group, LLC
71,232$1.3M0.4%ValueLowAnnapolis, MD2026-10-09
D.A. Davidson & Co.
69,729$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Triumph Capital Management
67,980$1.3M0.2%ETFMediumDenver, CO2026-10-14
Partners Wealth Management, LLC
64,464$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Soltis Investment Advisors LLC
63,928$1.2M0.1%CoreMediumSt. George, UT2026-10-28
Fifth Third Bancorp
63,352$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Curtis Advisory Group, LLC
59,629$1.1M0.2%ETFLowSanta Barbara, CA2026-10-28
Bensler, LLC
58,810$1.1M0.1%MomentumMediumBellevue, WA2026-11-05
Wealth Effects LLC
58,356$1.1M0.3%GrowthLowBoston, MA2026-10-23
Farther Finance Advisors, LLC
58,106$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Apella Capital, LLC
57,783$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Tlwm
57,399$1.1M0.2%ETFLowSan Antonio, TX2026-10-09
Mission Financial Group, LLC
56,482$1.0M0.8%ETFN/AHonolulu, HI2026-10-21
Benchmark Financial, LLC
55,600$1.0M0.8%ETFVery LowWilmington, DE2026-10-16
Dynamic Advisor Solutions LLC
54,313$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
Trilogy Capital Inc.
53,645$995.1K0.0%ETFMediumIrvine, CA2026-10-20
Tortuga Wealth Management, Inc
50,454$936.0K0.7%CoreLowTorrance, CA2026-10-27
Signal Advisors Wealth, LLC
50,219$931.6K0.0%ETFLowDetroit, MI2026-10-13
XML Financial, LLC
49,834$924.4K0.1%ETFLowBethesda, MD2026-10-29
World Equity Group, Inc.
48,438$898.5K0.4%GrowthMediumSchaumburg, IL2026-10-14
Patriot Financial Group Insurance Agency, LLC
46,790$867.9K0.1%GrowthLowWalpole, MA2026-10-14
Beam Wealth Advisors, Inc.
46,702$866.3K0.2%ETFMediumCovington, LA2026-11-03
StoneX Group Inc.
45,584$845.6K0.0%ETFMediumNew York, NY2026-11-03
Bryn Mawr Trust Advisors, LLC
43,163$800.7K0.0%CoreLowPhiladelphia, PA2026-11-04
SAX Wealth Advisors, LLC
42,866$795.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Chicago Partners Investment Group LLC
41,609$752.7K0.0%GARPLowChicago, IL2026-10-27
FSA Investment Group, LLC
41,037$761.2K0.2%ETFLowPensacola, FL2026-10-07
Ascentis Independent Advisors
41,000$760.6K0.0%ETFLowDallas, TX2026-11-03
Garner Asset Management Corp
40,312$735.3K0.2%CoreLowPlano, TX2026-10-30
Howard Wealth Management, LLC
38,600$716.0K0.3%ETFVery LowMadison, CT2026-10-28
Ashton Thomas Private Wealth, LLC
38,494$714.1K0.0%CoreMediumScottsdale, AZ2026-11-03
AlphaStar Capital Management, LLC
38,461$713.5K0.0%ETFMediumCornelius, NC2026-10-16
Compass Financial Management LLC
38,372$711.8K0.1%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
36,963$685.7K0.0%GrowthLowTampa, FL2026-10-16
Verus Capital Partners, LLC
36,548$678.0K0.0%GrowthLowScottsdale, AZ2026-11-03
ARQ Wealth Advisors, LLC
35,361$655.9K0.1%ETFLowScottsdale, AZ2026-10-29
IMG Wealth Management, Inc.
33,840$627.7K0.3%ETFMediumJacksonville, FL2026-10-27
Integrity Alliance, Llc.
33,559$622.5K0.0%ETFMediumUrbandale, IA2026-10-29
City Center Advisors, LLC
33,349$618.6K0.5%ETFMediumTroy, MI2026-10-08
Bank of New York Mellon Corp
32,955$611.3K0.0%CoreLowNew York, NY2026-11-05
MGO One Seven LLC
32,542$603.7K0.0%GrowthLowBeachwood, OH2026-10-28
Essential Investment Partners LLC
30,954$574.2K0.4%GrowthLowEnglewood, CO2026-10-27
Flagship Harbor Advisors, LLC
29,421$545.8K0.0%ETFMediumBoston, MA2026-10-26
Visionary Wealth Advisors
29,253$542.7K0.0%ETFLowO'Fallon, IL2026-11-04
Castle Rock Wealth Management, LLC
29,196$545.4K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Elevation Point Wealth Partners, LLC
26,632$494.0K0.0%CoreHighDenver, CO2026-11-05
B. Riley Wealth Advisors, Inc.
26,232$486.6K0.0%GrowthLowMemphis, TN2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
25,000$463.7K0.0%GrowthMediumZurich, Switzerland2026-10-29
Mcdonald Partners LLC
24,500$454.5K0.1%CoreLowCleveland, OH2026-11-03
Signature Estate & Investment Advisors LLC
24,486$454.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Elevatus Welath Management
24,142$447.8K0.1%GrowthHighVictor, NY2026-10-19
KW Wealth Management LLC
23,820$441.9K0.3%CoreVery LowSacramento, CA2026-10-28
MinichMacGregor Wealth Management, LLC
23,605$437.9K0.1%ETFHighSaratoga Springs, NY2026-10-14
Pacific Park Financial, Inc.
23,100$428.5K0.3%ETFMediumLagina Hills, CA2026-10-13
First Heartland Consultants, Inc.
22,670$420.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Palacios Wealth Management, LLC
22,045$408.9K0.2%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Focus Financial Network, Inc.
21,842$405.2K0.0%ETFLowMinneapolis, MN2026-10-14
Lanark Financial, Inc.
21,827$404.9K0.0%CoreMediumBirmingham, AL2026-10-26
Meadowbrook Wealth Management, LLC
21,700$402.5K0.4%GrowthMediumGarden City, NY2026-10-08
Lido Advisors, LLC
21,578$400.3K0.0%GrowthLowLos Angeles, CA2026-11-04
TopTier Wealth Management, LLC
20,489$380.1K0.2%ETFVery LowMuskego, WI2026-10-16
Vanguard Capital Wealth Advisors
20,306$376.7K0.3%GrowthMediumDenver, CO2026-10-16
Ferguson Wellman Capital Management, Inc
20,006$371.1K0.0%CoreLowPortland, OR2026-10-05
Elco Management Co., LLC
19,600$363.6K0.2%CoreLowNew York, NY2026-10-14
PFG Advisors
19,489$361.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Bay Capital Advisors, LLC
19,167$355.6K0.2%ETFLowVirginia Beach, VA2026-10-16
Milestone Asset Management, LLC
18,925$351.1K0.1%GrowthHighPittsburgh, PA2026-10-15
Sovran Advisors, LLC
18,423$337.9K0.0%ETFMediumSan Diego, CA2026-11-02
1834 Investment Advisors Co
18,411$341.5K0.0%ValueLowMilwaukee, WI2026-10-16
Traynor Capital Management, Inc.
18,367$340.7K0.0%GrowthLowMalvern, PA2026-10-29
Salem Investment Counselors Inc
18,275$339.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Ignite Planners, LLC
18,222$338.0K0.0%CoreLowSan Clemente, CA2026-10-14
Morey & Quinn Wealth Partners, LLC
18,151$336.7K0.2%CoreVery LowOmaha, NE2026-10-28
Vontobel Holding Ltd.
18,121$336.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Atticus Wealth Management, LLC
17,850$331.1K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Private Trust Co NA
17,758$329.4K0.0%CoreLowCleveland, OH2026-10-20
United Advisor Group, LLC
17,425$323.2K0.0%ETFLowCincinnati, OH2026-11-03
Intrua Financial, LLC
17,246$319.9K0.0%ETFMediumHouston, TX2026-10-28
McGlone Suttner Wealth Management, Inc.
17,185$318.8K0.0%ETFVery LowAppleton, WI2026-10-13
ETF Store, Inc.
16,770$311.1K0.3%ETFVery LowOverland Park, KS2026-10-19
Retirement Guys Formula LLC
16,583$307.6K0.1%CoreMediumMaumee, OH2026-10-26
Encompass More Asset Management
16,376$303.8K0.0%ETFHighDanville, CA2026-10-16
Herold Advisors, Inc.
16,368$303.6K0.1%CoreLowNew York, NY2026-10-19
L. Roy Papp & Associates, LLP
16,275$301.9K0.0%CoreVery LowPhoenix, AZ2026-10-21
First Citizens Bank & Trust Co
16,146$299.5K0.0%CoreMediumRaleigh, NC2026-10-14
Accel Wealth Management
16,086$298.4K0.1%ETFLowWaverly, IA2026-10-13
Patten Group, Inc.
15,718$291.6K0.0%CoreLowChattanooga, TN2026-10-26
MMA Asset Management LLC
15,613$289.6K0.1%ETFMediumNew York, NY2026-11-02
Cape Investment Advisory, Inc.
15,523$288.0K0.1%ETFLowMcdonough, GA2026-10-13
Choreo, LLC
15,520$287.9K0.0%IndexLowRockford, IL2026-10-28
Tennessee Valley Asset Management Partners
15,344$284.6K0.0%ETFLowKnoxville, TN2026-11-03
BNB Wealth Management, LLC
15,220$282.3K0.2%ETFMediumSilver Spring, MD2026-10-28
Spire Wealth Management
14,990$278.1K0.0%GrowthMediumMclean, VA2026-10-30
Apollon Wealth Management, LLC
14,958$277.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Weaver Consulting Group
14,868$275.8K0.1%ETFLowHuntington Beach, CA2026-10-07
Avior Wealth Management, LLC
14,501$269.0K0.0%ETFMediumOmaha, NE2026-10-13
AdvisorNet Financial, Inc
14,450$269.6K0.0%ETFLowMinnetonka, MN2026-10-15
Koshinski Asset Management, Inc.
14,028$260.2K0.0%ETFLowDecatur, IL2026-10-29
Columbia Advisory Partners LLC
13,910$258.0K0.1%ETFMediumSpokane, WA2026-10-15
Evexia Wealth LLC
13,586$247.8K0.1%CoreMediumStevens Point, WI2026-11-05
Meridian Wealth Management, LLC
13,397$248.5K0.0%GrowthLowLexington, KY2026-11-05
Markowski Investments
13,259$245.9K0.1%ETFN/ATampa, FL2026-10-30
Private Client Services, LLC
13,066$242.4K0.1%ETFMediumLouisville, KY2026-10-02
TD Waterhouse Canada Inc.
12,800$237.7K0.0%CoreLowToronto, Australia2026-10-16
Sage Capital Management, LLC
12,741$236.4K0.1%ETFLowStockton, NJ2026-10-20
Prevail Innovative Wealth Advisors, LLC
12,688$237.0K0.0%CoreVery HighLeawood, KS2026-10-20
Eagle Strategies LLC
12,593$233.6K0.0%ETFLowNew York, NY2026-10-16
Fullerton Advisors, LLC
12,590$233.5K0.2%ETFLowDanville, CA2026-10-14
Realta Investment Advisors
12,587$233.5K0.1%GrowthMediumWilmington, DE2026-10-14
Advisor OS, LLC
12,425$230.5K0.0%ETFMediumChicago, IL2026-11-03
Atria Investments, Inc
12,416$230.3K0.0%CoreMediumCharlotte, NC2026-10-15
AlphaCore Capital LLC
11,945$221.6K0.0%ETFLowLa Jolla, CA2026-11-04
ADE, LLC
11,248$208.6K0.1%ETFLowBaltimore, MD2026-10-29
Great Waters Wealth Management
11,233$208.4K0.0%ETFVery LowShoreview, MN2026-10-07
Annex Advisory Services, LLC
10,928$202.7K0.0%GrowthHighBrookfield, WI2026-10-16
Accurate Wealth Management, LLC
10,795$201.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Wealthcare Advisory Partners LLC
10,619$197.0K0.0%ETFLowWest Chester, PA2026-10-21
RMR Wealth Builders
10,446$193.8K0.0%ETFLowMontclair, NJ2026-10-22
Norden Group LLC
10,314$191.3K0.0%GrowthMediumProvo, UT2026-10-20
Infinity Wealth Counsel, LLC
10,000$185.5K0.1%ETFVery LowLoveland, OH2026-10-15
Washington Trust Advisors, Inc.
9,535$176.9K0.0%GrowthLowWellesley, MA2026-10-22
First Community Trust NA
8,251$153.1K0.1%GrowthLowDubuque, IA2026-10-07
CoreCap Advisors, LLC
8,198$152.1K0.0%ETFMediumSouthfield, MI2026-10-08
MassMutual Private Wealth & Trust, FSB
7,807$144.8K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
7,757$143.9K0.0%GrowthLowSt Louis, MO2026-11-05
Armstrong Advisory Group, Inc
6,926$128.5K0.0%ETFHighNeedham, MA2026-10-09
Evolution Wealth Management Inc.
6,564$121.8K0.1%ETFMediumFort Myers, FL2026-10-28
Biltmore Family Office, LLC
6,189$114.8K0.0%GrowthLowCharlotte, NC2026-11-03
Clark Wealth Partners
4,373$81.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Creative Financial Designs Inc
4,106$76.2K0.0%ETFMediumKokomo, IN2026-11-04
Murphy & Mullick Capital Management Corp
3,895$72.3K0.0%GrowthLowSmithtown, NY2026-11-02
Rossby Financial, LCC
3,753$69.6K0.0%ETFMediumMelbourne, FL2026-11-05
Investors Research Corp
3,204$59.4K0.0%ETFLowAtlanta, GA2026-10-07
Strategic Advocates LLC
3,010$55.8K0.2%GrowthLowSacramento, CA2026-11-03
US Bancorp \de\
3,000$55.7K0.0%IndexLowMinneapolis, MN2026-11-05
Marshall & Sterling Wealth Advisors Inc.
2,721$50.5K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Capital Investment Advisory Services, LLC
2,403$44.6K0.0%CoreMediumRaleigh, NC2026-10-30
Armor Investment Advisors, LLC
2,400$44.5K0.0%ETFLowRaleigh, NC2026-10-27
Farmers & Merchants Investments Inc
2,250$41.7K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
2,050$38.0K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
1,600$29.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Chung Wu Investment Group, LLC
1,150$21.3K0.0%GrowthMediumSugar Land, TX2026-11-03
Pathway Financial Advisers, LLC
806$15.0K0.0%CoreLowAuburn, IN2026-10-27
Assetmark, Inc
795$14.7K0.0%ETFLowConcord, CA2026-10-21
Nova Financial LLC
770$14.3K0.0%N/AN/ATucson, AZ2026-11-04
Financial Management Professionals, Inc.
698$12.9K0.0%ETFMediumAustin, TX2026-10-23
GK Wealth Management LLC
685$12.7K0.0%GARPVery HighReno, NV2026-10-09
Gables Capital Management Inc.
655$12.2K0.0%GrowthVery LowMiami, FL2026-11-04
Signature Equity Partners, LLC
528$9.8K0.0%GrowthMediumColumbus, OH2026-10-29
Tompkins Financial Corp
524$9.7K0.0%CoreLowIthaca, NY2026-10-05
Parallel Advisors, LLC
480$8.9K0.0%IndexLowSan Francisco, CA2026-11-03
Archer Investment Corp
465$8.6K0.0%CoreMediumCarmel, IN2026-11-05
Kingdom Financial Group Llc.
463$8.6K0.0%ETFMediumPeoria, AZ2026-11-04
Meriwether Wealth & Planning, LLC
400$7.4K0.0%ETFMediumMinden, LA2026-10-13
Root Financial Partners, LLC
301$5.6K0.0%ETFMediumEncinitas, CA2026-10-21
United Community Bank
296$5.5K0.0%CoreLowGreenville, SC2026-10-28
High Point Wealth Management, LLC
285$5.3K0.0%ETFLowChester, NJ2026-11-05
Aspect Partners, LLC
248$4.6K0.0%ETFMediumFairfax, VA2026-10-20
Reyes Financial Architecture, Inc.
229$4.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Reap Financial Group, LLC
210$3.9K0.0%ETFLowAustin, TX2026-11-02
Axiom Investment Management LLC
200$3.7K0.0%CoreN/ANew York, NY2026-11-03
Godsey & Gibb, Inc
200$3.7K0.0%CoreLowRichmond, VA2026-10-14
Signaturefd, LLC
108$2.0K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
77$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Central Trust Co
71$1.3K0.0%CoreLowJefferson City, MO2026-11-05
Costello Asset Management, Inc
66$1.2K0.0%CoreLowFeasterville, PA2026-10-30
Dhjj Financial Advisors, Ltd.
60$1.1K0.0%ETFVery LowNaperville, IL2026-10-23
JFS Wealth Advisors, LLC
53$9840.0%ETFVery LowHermitage, PA2026-11-03
Allspring Global Investments Holdings, LLC
39$7270.0%CoreMediumCharlotte, NC2026-11-04
Hoey Investments, Inc
20$3710.0%Agg GrowthLowCoatesville, PA2026-10-29
Atwood & Palmer Inc
1$170.0%CoreVery LowKansas City, MO2026-10-08