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Global X Autonomous&elec-ETF (DRIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares296,865 from 347,372
Change-50,507 (-15%)
Value$9.8M (-$3.6M)
Filed 2026-11-06
CX Institutional
INCREASED
Shares99,913 from 86,801
Change+13,112 (+15%)
Value$3.3M (+$3.3M)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares91,000 from 61,000
Change+30,000 (+49%)
Value$3.0M (+$661.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares24,228 from 35,779
Change-11,551 (-32%)
Value$802.5K (-$577.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,768 from 153,649
Change-130,881 (-85%)
Value$754.0K (-$5.2M)
Filed 2026-11-02
Global X Japan Co., Ltd.
INCREASED
Shares21,059 from 21,039
Change+20 (+0%)
Value$697.5K (-$114.0K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares16,083 from 15,261
Change+822 (+5%)
Value$532.7K (-$55.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares14,240 from 14,660
Change-420 (-3%)
Value$464.2K (-$71.4K)
Filed 2026-10-13
Allworth Financial LP
UNCHANGED
Shares12,571 from 12,571
Change0 (0%)
Value$484.9K ($0)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares12,002 from 10,315
Change+1,687 (+16%)
Value$397.5K (-$1.1K)
Filed 2026-11-02
Oppenheimer & Co Inc
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$347.8K (-$57.2K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares10,424 from 10,309
Change+115 (+1%)
Value$345.3K (-$52.3K)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares10,322 from 10,377
Change-55 (-1%)
Value$341.9K (-$58.4K)
Filed 2026-11-09
Carter Financial Group, Inc.
INCREASED
Shares7,855 from 7,853
Change+2 (+0%)
Value$260.2K (-$43.3K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares7,670 from 6,722
Change+948 (+14%)
Value$254.0K (-$5.2K)
Filed 2026-10-13
Investmark Advisory Group LLC
DECREASED
Shares7,337 from 7,628
Change-291 (-4%)
Value$243.0K (-$51.2K)
Filed 2026-10-27
International Assets Investment Management, LLC
UNCHANGED
Shares6,704 from 6,704
Change0 (0%)
Value$221.6K (-$32.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares6,589 from 6,134
Change+455 (+7%)
Value$218.2K (-$18.4K)
Filed 2026-10-13
HighTower Advisors, LLC
DECREASED
Shares6,234 from 9,647
Change-3,413 (-35%)
Value$206.5K (-$165.6K)
Filed 2026-11-10
TD Waterhouse Canada Inc.
INCREASED
Shares6,115 from 5,845
Change+270 (+5%)
Value$202.1K (-$18.5K)
Filed 2026-10-16
Powell Investment Advisors, LLC
INCREASED
Shares3,117 from 3,017
Change+100 (+3%)
Value$103.2K (-$13.3K)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares2,916 from 3,161
Change-245 (-8%)
Value$96.6K (-$25.3K)
Filed 2026-11-05
Strive Financial Group,LLC
DECREASED
Shares2,473 from 2,474
Change-1 (0%)
Value$81.9K (-$13.5K)
Filed 2026-11-09
Foresight Capital Management Advisors, Inc.
NEW
Shares2,357
Change+2,357
Value$78.1K
Filed 2026-10-27
Financial Freedom, LLC
NEW
Shares2,022
Change+2,022
Value$67.0K
Filed 2026-11-06
First Bancorp, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$66.2K (-$10.9K)
Filed 2026-10-26
General Partner, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$66.2K (-$10.9K)
Filed 2026-10-05
Harbour Investments, Inc.
DECREASED
Shares1,959 from 54,579
Change-52,620 (-96%)
Value$64.9K (-$2.0M)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$62.3K (-$10.2K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$55.8K (-$9.2K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$55.4K (-$9.1K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares1,446 from 170
Change+1,276 (+751%)
Value$47.9K (+$41.3K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares1,275 from 3,000
Change-1,725 (-57%)
Value$42.2K (-$73.5K)
Filed 2026-11-06
Adirondack Trust Co
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$41.7K (-$6.9K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares1,200 from 1,220
Change-20 (-2%)
Value$39.7K (-$7.3K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares1,144 from 1,201
Change-57 (-5%)
Value$37.9K (-$8.4K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares1,140 from 1,260
Change-120 (-10%)
Value$37.8K (-$10.9K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$37.8K (-$6.2K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares1,035 from 1,033
Change+2 (+0%)
Value$34.3K (-$5.6K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares960 from 958
Change+2 (+0%)
Value$31.8K (-$5.2K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares899 from 879
Change+20 (+2%)
Value$29.8K (-$4.1K)
Filed 2026-10-08
Bank of Montreal
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$26.5K (-$4.4K)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares635
Change+635
Value$21.0K
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$19.6K (-$3.2K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$12.4K (-$2.0K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$11.8K (-$1.9K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.9K (-$1.6K)
Filed 2026-10-30
Community Financial Services Group, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$8.8K (-$1.3K)
Filed 2026-10-15
Hager Investment Management Services, LLC
DECREASED
Shares262 from 267
Change-5 (-2%)
Value$8.7K (-$1.6K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$7.5K (-$1.2K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares218 from 217
Change+1 (+0%)
Value$7.2K (-$1.1K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$5.9K (-$964)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$5.8K (-$945)
Filed 2026-11-03
Geneos Wealth Management Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$4.7K (-$780)
Filed 2026-11-09
Wolff Wiese Magana LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$4.2K (-$692)
Filed 2026-10-15
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.5K (-$571)
Filed 2026-11-09
Duncker Streett & Co Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3.3K (-$551)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.3K (-$545)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.2K (-$529)
Filed 2026-10-21
Assetmark, Inc
NEW
Shares94
Change+94
Value$3.1K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares87
Change+87
Value$2.9K
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.7K (-$436)
Filed 2026-10-26
CGC Financial Services, LLC
DECREASED
Shares50 from 123
Change-73 (-59%)
Value$1.7K (-$3.1K)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.6K (-$256)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares23
Change+23
Value$762
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares21
Change+21
Value$700
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$702 (-$116)
Filed 2026-10-23
Simplex Trading, LLC
NEW
Shares19
Change+19
Value$629
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$637 (-$103)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$166 (-$27)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$99 (-$17)
Filed 2026-10-14
Q3 Asset Management
CLOSED
Shares0 from 64,953
Change-64,953 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Ehrlich Financial Group
CLOSED
Shares0 from 19,443
Change-19,443 (-100%)
Value$0 (-$749.9K)
Filed 2026-10-20
RFG Advisory, LLC
CLOSED
Shares0 from 11,459
Change-11,459 (-100%)
Value$0 (-$442.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 8,737
Change-8,737 (-100%)
Value$0 (-$337.0K)
Filed 2026-11-04
HBW Advisory Services LLC
CLOSED
Shares0 from 6,195
Change-6,195 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-15
Prospera Financial Services Inc
CLOSED
Shares0 from 5,806
Change-5,806 (-100%)
Value$0 (-$223.9K)
Filed 2026-11-04
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$38.6K)
Filed 2026-11-05
Realta Investment Advisors
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-14
James T. Borello RIA
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-16
Albion Financial Group
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-21
Robinswood Financial LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$386)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 822,717
Change-822,717 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 132,827
Change-132,827 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 83,953
Change-83,953 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 71,195
Change-71,195 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 69,656
Change-69,656 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,691
Change-64,691 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 62,121
Change-62,121 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 56,167
Change-56,167 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 56,150
Change-56,150 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,268
Change-49,268 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 42,492
Change-42,492 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 36,955
Change-36,955 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 34,072
Change-34,072 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,220
Change-27,220 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 22,301
Change-22,301 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 21,899
Change-21,899 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,920
Change-19,920 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,942
Change-18,942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 14,899
Change-14,899 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 13,695
Change-13,695 (-100%)
Value—
Stephens Inc
N/A
Shares— from 12,563
Change-12,563 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
EFG International AG
N/A
Shares— from 650
Change-650 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 542
Change-542 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 505
Change-505 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 428
Change-428 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 229
Change-229 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
UBS Group AG
N/A
Shares— from 114
Change-114 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 102
Change-102 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
LPL Financial LLC
DECREASED296,865347,372-50,507-15%$13.4M$9.8M-$3.6M2026-11-06
CX Institutional
INCREASED99,91386,801+13,112+15%$3.3K$3.3M+$3.3M2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED91,00061,000+30,000+49%$2.4M$3.0M+$661.3K2026-11-03
Commonwealth Equity Services, LLC
DECREASED24,22835,779-11,551-32%$1.4M$802.5K-$577.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED22,768153,649-130,881-85%$5.9M$754.0K-$5.2M2026-11-02
Global X Japan Co., Ltd.
INCREASED21,05921,039+20+0%$811.5K$697.5K-$114.0K2026-10-21
Creative Planning
INCREASED16,08315,261+822+5%$588.6K$532.7K-$55.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED14,24014,660-420-3%$535.6K$464.2K-$71.4K2026-10-13
Allworth Financial LP
UNCHANGED12,57112,57100%$484.9K$484.9K$02026-11-06
Kestra Advisory Services, LLC
INCREASED12,00210,315+1,687+16%$398.6K$397.5K-$1.1K2026-11-02
Oppenheimer & Co Inc
UNCHANGED10,50010,50000%$405.0K$347.8K-$57.2K2026-10-26
PNC Financial Services Group, Inc.
INCREASED10,42410,309+115+1%$397.6K$345.3K-$52.3K2026-11-06
Wealthfront Advisers LLC
DECREASED10,32210,377-55-1%$400.2K$341.9K-$58.4K2026-11-09
Carter Financial Group, Inc.
INCREASED7,8557,853+2+0%$303.4K$260.2K-$43.3K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED7,6706,722+948+14%$259.3K$254.0K-$5.2K2026-10-13
Investmark Advisory Group LLC
DECREASED7,3377,628-291-4%$294.2K$243.0K-$51.2K2026-10-27
International Assets Investment Management, LLC
UNCHANGED6,7046,70400%$253.5K$221.6K-$32.0K2026-11-02
Independent Financial Group, LLC
INCREASED6,5896,134+455+7%$236.6K$218.2K-$18.4K2026-10-13
HighTower Advisors, LLC
DECREASED6,2349,647-3,413-35%$372.1K$206.5K-$165.6K2026-11-10
TD Waterhouse Canada Inc.
INCREASED6,1155,845+270+5%$220.7K$202.1K-$18.5K2026-10-16
Powell Investment Advisors, LLC
INCREASED3,1173,017+100+3%$116.6K$103.2K-$13.3K2026-10-22
Larson Financial Group LLC
DECREASED2,9163,161-245-8%$121.9K$96.6K-$25.3K2026-11-05
Strive Financial Group,LLC
DECREASED2,4732,474-10%$95.4K$81.9K-$13.5K2026-11-09
Foresight Capital Management Advisors, Inc.
NEW2,357—+2,357——$78.1K—2026-10-27
Financial Freedom, LLC
NEW2,022—+2,022——$67.0K—2026-11-06
First Bancorp, Inc
UNCHANGED2,0002,00000%$77.1K$66.2K-$10.9K2026-10-26
General Partner, Inc.
UNCHANGED2,0002,00000%$77.1K$66.2K-$10.9K2026-10-05
Harbour Investments, Inc.
DECREASED1,95954,579-52,620-96%$2.1M$64.9K-$2.0M2026-11-09
Advantage Trust Co
UNCHANGED1,8801,88000%$72.5K$62.3K-$10.2K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED1,6851,68500%$65.0K$55.8K-$9.2K2026-10-15
Creative Financial Designs Inc
UNCHANGED1,6721,67200%$64.5K$55.4K-$9.1K2026-11-04
Rossby Financial, LCC
INCREASED1,446170+1,276+751%$6.6K$47.9K+$41.3K2026-11-05
Barclays PLC
DECREASED1,2753,000-1,725-57%$115.7K$42.2K-$73.5K2026-11-06
Adirondack Trust Co
UNCHANGED1,2601,26000%$48.6K$41.7K-$6.9K2026-10-14
Parallel Advisors, LLC
DECREASED1,2001,220-20-2%$47.1K$39.7K-$7.3K2026-11-03
SBI Securities Co., Ltd.
DECREASED1,1441,201-57-5%$46.3K$37.9K-$8.4K2026-10-22
AlphaCore Capital LLC
DECREASED1,1401,260-120-10%$48.7K$37.8K-$10.9K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED1,1401,14000%$44.0K$37.8K-$6.2K2026-10-09
Key FInancial Inc
INCREASED1,0351,033+2+0%$39.9K$34.3K-$5.6K2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED960958+2+0%$37.0K$31.8K-$5.2K2026-10-23
Farther Finance Advisors, LLC
INCREASED899879+20+2%$33.9K$29.8K-$4.1K2026-10-08
Bank of Montreal
UNCHANGED80080000%$30.9K$26.5K-$4.4K2026-11-09
Jacobi Capital Management LLC
NEW635—+635——$21.0K—2026-11-05
Golden State Wealth Management, LLC
UNCHANGED59159100%$22.8K$19.6K-$3.2K2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED37537500%$14.5K$12.4K-$2.0K2026-11-02
Capital Investment Advisory Services, LLC
UNCHANGED35635600%$13.7K$11.8K-$1.9K2026-10-30
Spire Wealth Management
UNCHANGED30030000%$11.6K$9.9K-$1.6K2026-10-30
Community Financial Services Group, LLC
UNCHANGED26526500%$10.0K$8.8K-$1.3K2026-10-15
Hager Investment Management Services, LLC
DECREASED262267-5-2%$10.3K$8.7K-$1.6K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED22622600%$8.7K$7.5K-$1.2K2026-10-16
IFP Advisors, Inc
INCREASED218217+1+0%$8.4K$7.2K-$1.1K2026-10-16
US Bancorp \de\
UNCHANGED17717700%$6.8K$5.9K-$9642026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED17617600%$6.8K$5.8K-$9452026-11-03
Geneos Wealth Management Inc.
UNCHANGED14314300%$5.5K$4.7K-$7802026-11-09
Wolff Wiese Magana LLC
UNCHANGED12712700%$4.9K$4.2K-$6922026-10-15
Caldwell Sutter Capital, Inc.
UNCHANGED10610600%$4.1K$3.5K-$5712026-11-09
Duncker Streett & Co Inc
UNCHANGED10110100%$3.9K$3.3K-$5512026-10-27
Westside Investment Management, Inc.
UNCHANGED10010000%$3.9K$3.3K-$5452026-11-02
PFS Partners, LLC
UNCHANGED979700%$3.7K$3.2K-$5292026-10-21
Assetmark, Inc
NEW94—+94——$3.1K—2026-10-21
Ascentis Independent Advisors
NEW87—+87——$2.9K—2026-11-03
SJS Investment Consulting Inc.
UNCHANGED808000%$3.1K$2.7K-$4362026-10-26
CGC Financial Services, LLC
DECREASED50123-73-59%$4.7K$1.7K-$3.1K2026-10-13
City State Bank
UNCHANGED474700%$1.8K$1.6K-$2562026-10-20
Silver Grove Financial Group, Inc.
NEW23—+23——$762—2026-11-05
Blue Trust, Inc.
NEW21—+21——$700—2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED212100%$818$702-$1162026-10-23
Simplex Trading, LLC
NEW19—+19——$629—2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED191900%$740$637-$1032026-11-03
Trust Co of Vermont
UNCHANGED5500%$193$166-$272026-10-21
Triumph Capital Management
UNCHANGED3300%$116$99-$172026-10-14
Q3 Asset Management
CLOSED064,953-64,953-100%$2.5M$0-$2.5M2026-11-06
Ehrlich Financial Group
CLOSED019,443-19,443-100%$749.9K$0-$749.9K2026-10-20
RFG Advisory, LLC
CLOSED011,459-11,459-100%$442.0K$0-$442.0K2026-11-03
EverSource Wealth Advisors, LLC
CLOSED08,737-8,737-100%$337.0K$0-$337.0K2026-11-04
HBW Advisory Services LLC
CLOSED06,195-6,195-100%$238.9K$0-$238.9K2026-10-15
Prospera Financial Services Inc
CLOSED05,806-5,806-100%$223.9K$0-$223.9K2026-11-04
First Command Advisory Services, Inc.
CLOSED01,000-1,000-100%$38.6K$0-$38.6K2026-11-05
Realta Investment Advisors
CLOSED0256-256-100%$9.9K$0-$9.9K2026-10-14
James T. Borello RIA
CLOSED0143-143-100%$5.5K$0-$5.5K2026-10-16
Albion Financial Group
CLOSED0130-130-100%$5.0K$0-$5.0K2026-10-21
Robinswood Financial LLC
CLOSED030-30-100%$1.2K$0-$1.2K2026-10-20
Institute for Wealth Management, Llc.
CLOSED010-10-100%$386$0-$3862026-11-06
Bank of America Corp
N/A—822,717-822,717-100%$31.7M———
Northwestern Mutual Wealth Management Co
N/A—132,827-132,827-100%$5.1M———
Osaic Holdings, Inc.
N/A—83,953-83,953-100%$3.2M———
Raymond James Financial Inc
N/A—71,195-71,195-100%$2.7M———
HRT Financial LP
N/A—69,656-69,656-100%$2.7M———
Cetera Investment Advisers
N/A—64,691-64,691-100%$2.5M———
Arax Advisory Partners
N/A—62,121-62,121-100%$2.4M———
Envestnet Asset Management Inc
N/A—56,167-56,167-100%$2.2M———
Royal Bank of Canada
N/A—56,150-56,150-100%$2.2M———
Jane Street Group, LLC
N/A—49,268-49,268-100%$1.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—42,492-42,492-100%$1.6M———
CreativeOne Wealth, LLC
N/A—36,955-36,955-100%$1.4M———
Flow Traders U.S. LLC
N/A—34,072-34,072-100%$1.3M———
Susquehanna International Group, LLP
N/A—27,220-27,220-100%$1.0M———
Wells Fargo & Company
N/A—22,301-22,301-100%$860.2K———
Destination Wealth Management
N/A—21,899-21,899-100%$844.7K———
Optiver Holding B.V.
N/A—20,000-20,000-100%$771.4K———
Morgan Stanley
N/A—19,920-19,920-100%$768.3K———
GTS Securities LLC
N/A—18,942-18,942-100%$730.6K———
Jones Financial Companies Lllp
N/A—15,150-15,150-100%$561.3K———
D. E. Shaw & Co., Inc.
N/A—14,899-14,899-100%$574.7K———
Citadel Advisors LLC
N/A—14,672-14,672-100%$565.9K———
Janney Montgomery Scott LLC
N/A—13,897-13,897-100%$536.0K———
Moment Partners, LLC
N/A—13,695-13,695-100%$528.2K———
Stephens Inc
N/A—12,563-12,563-100%$484.6K———
Summit Financial, LLC
N/A—12,225-12,225-100%$471.6K———
Ameriprise Financial Inc
N/A—11,866-11,866-100%$457.7K———
Stifel Financial Corp
N/A—9,059-9,059-100%$349.4K———
Two Sigma Securities, LLC
N/A—8,431-8,431-100%$325.2K———
Stelac Advisory Services LLC
N/A—7,782-7,782-100%$300.2K———
Foundations Investment Advisors, LLC
N/A—7,542-7,542-100%$290.9K———
AQR Capital Management LLC
N/A—6,942-6,942-100%$267.8K———
Sequoia Financial Advisors, LLC
N/A—6,833-6,833-100%$263.6K———
NewEdge Advisors, LLC
N/A—6,666-6,666-100%$257.1K———
Focus Partners Wealth
N/A—6,400-6,400-100%$246.9K———
Mariner, LLC
N/A—5,863-5,863-100%$226.1K———
PFG Investments, LLC
N/A—5,772-5,772-100%$222.6K———
Mercer Global Advisors Inc
N/A—5,422-5,422-100%$209.1K———
Global Retirement Partners, LLC
N/A—4,218-4,218-100%$162.7K———
FMR LLC
N/A—2,920-2,920-100%$112.6K———
Federation des caisses Desjardins du Quebec
N/A—2,697-2,697-100%$104.0K———
SOA Wealth Advisors, Llc.
N/A—2,018-2,018-100%$77.8K———
Capital Analysts, LLC
N/A—1,759-1,759-100%$68.0K———
Crews Bank & Trust
N/A—1,750-1,750-100%$67.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,356-1,356-100%$52.3K———
Steward Partners Investment Advisory, LLC
N/A—677-677-100%$26.1K———
EFG International AG
N/A—650-650-100%$25.1K———
Strategic Wealth Partners, Ltd.
N/A—625-625-100%$24.1K———
Rockefeller Capital Management L.P.
N/A—566-566-100%$21.8K———
Ancora Advisors LLCA
N/A—542-542-100%$20.9K———
Hollencrest Capital Management
N/A—505-505-100%$19.5K———
Ameriflex Group, Inc.
N/A—500-500-100%$19.3K———
JPMorgan Chase & Co
N/A—428-428-100%$16.2K———
Rothschild Investment LLC
N/A—400-400-100%$15.4K———
Steigerwald, Gordon & Koch Inc.
N/A—314-314-100%$12.1K———
Aptus Capital Advisors, LLC
N/A—306-306-100%$11.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—297-297-100%$11.5K———
Qube Research & Technologies Ltd
N/A—229-229-100%$8.8K———
BlackRock, Inc.
N/A—200-200-100%$7.7K———
Oxford Financial Group, Ltd. LLC
N/A—160-160-100%$6.2K———
BFC Planning, Inc.
N/A—117-117-100%$4.5K———
UBS Group AG
N/A—114-114-100%$4.4K———
Kerr Financial Planning Corp
N/A—102-102-100%$3.9K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$3.9K———
Chelsea Counsel Co
N/A—10-10-100%$387———
Showing 148 of 148 institutions