IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Global X Lithium & Battery T (LIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,312,622 from 1,311,780
Change+842 (+0%)
Value$89.8M (-$12.9M)
Filed 2026-11-06
Whitcomb & Hess, Inc.
INCREASED
Shares179,106 from 177,640
Change+1,466 (+1%)
Value$12.3M (-$1.7M)
Filed 2026-10-07
PNC Financial Services Group, Inc.
DECREASED
Shares108,541 from 111,999
Change-3,458 (-3%)
Value$7.4M (-$1.3M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares64,024 from 60,226
Change+3,798 (+6%)
Value$4.4M (-$333.9K)
Filed 2026-11-06
Lake Hills Wealth Management, LLC
DECREASED
Shares53,915 from 54,188
Change-273 (0%)
Value$3.7M (-$553.0K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares44,241 from 37,954
Change+6,287 (+17%)
Value$3.0M (+$55.9K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares42,435 from 35,888
Change+6,547 (+18%)
Value$2.9K (+$94)
Filed 2026-10-02
Moran Wealth Management, LLC
INCREASED
Shares36,545 from 34,082
Change+2,463 (+7%)
Value$2.5M (-$167.5K)
Filed 2026-10-22
Juncture Wealth Strategies, LLC
DECREASED
Shares35,751 from 37,038
Change-1,287 (-3%)
Value$2.4M (-$453.3K)
Filed 2026-10-06
Ipsen Advisor Group LLC
DECREASED
Shares35,691 from 37,097
Change-1,406 (-4%)
Value$2.4M (-$462.0K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares33,345 from 33,336
Change+9 (+0%)
Value$2.3M (-$328.1K)
Filed 2026-11-03
Canal Insurance Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$2.1M (-$295.0K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,782 from 26,404
Change+3,378 (+13%)
Value$2.0M (-$29.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares19,042 from 17,226
Change+1,816 (+11%)
Value$1.3M (-$45.6K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares18,584 from 18,118
Change+466 (+3%)
Value$1.3M (-$146.8K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares13,342 from 13,382
Change-40 (0%)
Value$912.8K (-$134.7K)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
DECREASED
Shares11,706 from 12,068
Change-362 (-3%)
Value$759.8K (-$106.3K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares10,230 from 10,230
Change0 (0%)
Value$699.9K (-$100.9K)
Filed 2026-11-03
Sage Capital Management, LLC
DECREASED
Shares9,995 from 12,942
Change-2,947 (-23%)
Value$684.0K (-$329.4K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares8,750 from 6,450
Change+2,300 (+36%)
Value$598.7K (+$93.7K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares8,722 from 8,437
Change+285 (+3%)
Value$596.8K (-$63.7K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares8,468 from 11,766
Change-3,298 (-28%)
Value$579.4K (-$341.7K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares8,088 from 6,153
Change+1,935 (+31%)
Value$564.3K (+$73.9K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,972 from 5,042
Change+1,930 (+38%)
Value$481.2K (+$116.6K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares6,935 from 6,385
Change+550 (+9%)
Value$474.5K (-$25.3K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$441.3K (-$63.6K)
Filed 2026-11-03
Great Diamond Partners, LLC
INCREASED
Shares6,226 from 6,109
Change+117 (+2%)
Value$426.0K (-$52.2K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares6,029 from 6,008
Change+21 (+0%)
Value$412.5K (-$57.8K)
Filed 2026-10-14
Certuity, LLC
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$407.4K (-$58.7K)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares5,684
Change+5,684
Value$388.9K
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares5,267 from 5,159
Change+108 (+2%)
Value$360.0K (-$44.0K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$342.1K (-$49.3K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares4,964 from 4,829
Change+135 (+3%)
Value$352.8K (-$25.2K)
Filed 2026-11-05
E&G Advisors, LLC
DECREASED
Shares4,624 from 4,689
Change-65 (-1%)
Value$316.4K (-$50.7K)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares4,255 from 4,522
Change-267 (-6%)
Value$291.2K (-$62.8K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares4,017 from 2,967
Change+1,050 (+35%)
Value$274.8K (+$42.6K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares3,941 from 9,448
Change-5,507 (-58%)
Value$269.7K (-$470.0K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,868 from 3,899
Change-31 (-1%)
Value$264.6K (-$40.6K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares3,849 from 3,910
Change-61 (-2%)
Value$263.3K (-$42.8K)
Filed 2026-11-06
Keystone Wealth Services, LLC
INCREASED
Shares3,473 from 3,459
Change+14 (+0%)
Value$238.1K (-$32.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares3,472 from 3,383
Change+89 (+3%)
Value$237.6K (-$27.2K)
Filed 2026-11-06
Quartz Partners, LLC
NEW
Shares3,422
Change+3,422
Value$234.1K
Filed 2026-11-03
Indivisible Partners
NEW
Shares3,324
Change+3,324
Value$227.4K
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares3,320 from 3,669
Change-349 (-10%)
Value$227.2K (-$60.0K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares3,299 from 3,680
Change-381 (-10%)
Value$225.7K (-$62.4K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares3,247 from 1,014
Change+2,233 (+220%)
Value$222.2K (+$142.8K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
NEW
Shares3,240
Change+3,240
Value$221.7K
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares3,221 from 3,309
Change-88 (-3%)
Value$220.4K (-$38.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares3,065 from 3,018
Change+47 (+2%)
Value$209.7K (-$26.5K)
Filed 2026-10-22
Lido Advisors, LLC
NEW
Shares3,059
Change+3,059
Value$209.4K
Filed 2026-11-04
Cutler Investment Counsel LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$203.3K (-$30.3K)
Filed 2026-10-28
Cdkv Holdings LLC
DECREASED
Shares2,602 from 2,678
Change-76 (-3%)
Value$178.1K (-$31.5K)
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares2,169 from 2,139
Change+30 (+1%)
Value$148.4K (-$19.0K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares2,163 from 3,005
Change-842 (-28%)
Value$148.0K (-$87.3K)
Filed 2026-11-05
MTM Investment Management, LLC
DECREASED
Shares1,927 from 2,000
Change-73 (-4%)
Value$131.8K (-$24.7K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares1,523 from 1,453
Change+70 (+5%)
Value$103.6K (-$9.7K)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares1,507 from 1,380
Change+127 (+9%)
Value$103.1K (-$4.9K)
Filed 2026-11-06
Hager Investment Management Services, LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$98.9K (-$14.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$90.7K (-$13.1K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares1,313 from 1,246
Change+67 (+5%)
Value$102.8K (+$5.3K)
Filed 2026-11-06
University of Texas S AM Investment Management Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$85.5K (-$12.7K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares1,190 from 890
Change+300 (+34%)
Value$81.4K (+$11.8K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$75.5K (-$10.9K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares1,021 from 973
Change+48 (+5%)
Value$69.9K (-$6.3K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$68.6K (-$9.9K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares989
Change+989
Value$67.7K
Filed 2026-10-30
Realta Investment Advisors
DECREASED
Shares976 from 1,268
Change-292 (-23%)
Value$66.8K (-$32.5K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares775 from 593
Change+182 (+31%)
Value$53.0K (+$6.6K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares770 from 767
Change+3 (+0%)
Value$52.7K (-$7.3K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$47.8K (-$5.8K)
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares651 from 705
Change-54 (-8%)
Value$44.5K (-$10.6K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares636 from 634
Change+2 (+0%)
Value$43.6K (-$6.1K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares610 from 500
Change+110 (+22%)
Value$41.7K (+$2.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares609 from 553
Change+56 (+10%)
Value$41.7K (-$1.6K)
Filed 2026-10-08
Nova Financial LLC
NEW
Shares583
Change+583
Value$39.9K
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$35.5K (-$5.1K)
Filed 2026-11-06
CGC Financial Services, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$35.2K (-$5.1K)
Filed 2026-10-13
Madden Securities Corp
NEW
Shares510
Change+510
Value$34.9K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$34.6K (-$5.0K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
NEW
Shares500
Change+500
Value$34.2K
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$34.2K (-$4.9K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$26.7K (-$8.4K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$30.5K (-$4.4K)
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares439
Change+439
Value$30.0K
Filed 2026-10-15
Harbor Asset Planning, Inc.
INCREASED
Shares424 from 423
Change+1 (+0%)
Value$29.0K (-$4.1K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$27.7K (-$4.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$27.4K (-$3.9K)
Filed 2026-11-02
Evermay Wealth Management LLC
NEW
Shares367
Change+367
Value$25.1K
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$23.9K (-$3.5K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares342 from 2,876
Change-2,534 (-88%)
Value$23.4K (-$201.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares292
Change+292
Value$20.0K
Filed 2026-11-05
Financial Freedom, LLC
NEW
Shares289
Change+289
Value$19.8K
Filed 2026-11-06
Bangor Savings Bank
INCREASED
Shares224 from 223
Change+1 (+0%)
Value$15.3K (-$2.1K)
Filed 2026-10-06
Valley National Advisers Inc
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$15.2K (-$2.2K)
Filed 2026-10-23
DeDora Capital, Inc.
NEW
Shares221
Change+221
Value$15.1K
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$14.6K (-$2.1K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares209 from 208
Change+1 (+0%)
Value$14.3K (-$2.0K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$11.0K (+$11.0K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$13.5K (-$907)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares188 from 409
Change-221 (-54%)
Value$12.9K (-$19.2K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$10.9K (-$1.6K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares143
Change+143
Value$9.8K
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$8.6K (-$1.2K)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$8.2K (-$1.2K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares110 from 132
Change-22 (-17%)
Value$7.5K (-$2.8K)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares101 from 216
Change-115 (-53%)
Value$6.9K (-$10.0K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.8K (-$986)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.8K (-$986)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$6.4K (-$927)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
INCREASED
Shares83 from 78
Change+5 (+6%)
Value$5.7K (-$427)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares79
Change+79
Value$5.4K
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.1K (-$739)
Filed 2026-10-02
UMB Bank, n.a.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.8K (-$691)
Filed 2026-11-06
Community Financial Services Group, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.6K (-$663)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares61
Change+61
Value$4.2K
Filed 2026-10-09
Armstrong Advisory Group, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.1K (-$591)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.9K (-$562)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.6K (-$522)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.6K (-$506)
Filed 2026-10-26
Hughes Financial Services, LLC
NEW
Shares52
Change+52
Value$3.1K
Filed 2026-10-30
Keystone Financial Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (-$510)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (-$478)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (-$493)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.8K (-$404)
Filed 2026-10-23
Albion Financial Group
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.8K (-$257)
Filed 2026-10-21
GS Investments, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.8K (-$256)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares23
Change+23
Value$1.6K
Filed 2026-10-21
Kingdom Financial Group Llc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.6K (-$218)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.5K (-$217)
Filed 2026-11-04
Nvwm, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.2K (-$168)
Filed 2026-10-14
Armor Investment Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (-$148)
Filed 2026-10-27
Byrne Asset Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (-$151)
Filed 2026-10-06
Accordant Advisory Group Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$958 (-$138)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$753 (-$108)
Filed 2026-10-29
Winch Advisory Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$783 (-$109)
Filed 2026-11-06
Northstar Asset Management Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$443 (-$32)
Filed 2026-10-22
Versant Capital Management, Inc
NEW
Shares5
Change+5
Value$342
Filed 2026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$343 (-$49)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares4
Change+4
Value$274
Filed 2026-10-21
Horizon Wealth Management, LLC
CLOSED
Shares0 from 71,809
Change-71,809 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-02
Innovative Advisory Group, LLC
CLOSED
Shares0 from 35,473
Change-35,473 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-13
Q3 Asset Management
CLOSED
Shares0 from 31,300
Change-31,300 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Fortis Group Advisors, LLC
CLOSED
Shares0 from 24,918
Change-24,918 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-06
Independent Financial Group, LLC
CLOSED
Shares0 from 13,909
Change-13,909 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
VVR Holdings LLC
CLOSED
Shares0 from 7,815
Change-7,815 (-100%)
Value$0 (-$611.8K)
Filed 2026-10-19
Apollon Wealth Management, LLC
CLOSED
Shares0 from 4,973
Change-4,973 (-100%)
Value$0 (-$389.3K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 4,528
Change-4,528 (-100%)
Value$0 (-$354.6K)
Filed 2026-10-26
Triton Wealth Management, Pllc
CLOSED
Shares0 from 3,249
Change-3,249 (-100%)
Value$0 (-$234.3K)
Filed 2026-11-04
Prospera Financial Services Inc
CLOSED
Shares0 from 3,068
Change-3,068 (-100%)
Value$0 (-$240.3K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 2,887
Change-2,887 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 2,860
Change-2,860 (-100%)
Value$0 (-$223.9K)
Filed 2026-11-05
Verus Capital Partners, LLC
CLOSED
Shares0 from 2,775
Change-2,775 (-100%)
Value$0 (-$217.2K)
Filed 2026-11-03
Magnus Financial Group LLC
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,686
Change-2,686 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 2,664
Change-2,664 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-16
Cordoba Advisory Partners LLC
CLOSED
Shares0 from 2,567
Change-2,567 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-19
Friedenthal Financial
CLOSED
Shares0 from 2,197
Change-2,197 (-100%)
Value$0 (-$172.0K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,107
Change-1,107 (-100%)
Value$0 (-$86.3K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 1,015
Change-1,015 (-100%)
Value$0 (-$79.5K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$65.9K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$62.6K)
Filed 2026-10-15
Activest Wealth Management
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$52.1K)
Filed 2026-10-15
First Command Advisory Services, Inc.
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$26.1K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$20)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-13
Quaker Wealth Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$705)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 385,120
Change-385,120 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 331,769
Change-331,769 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 258,000
Change-258,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 211,485
Change-211,485 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 172,824
Change-172,824 (-100%)
Value—
UBS Group AG
N/A
Shares— from 131,243
Change-131,243 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129,207
Change-129,207 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 117,503
Change-117,503 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 110,897
Change-110,897 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 107,873
Change-107,873 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 105,683
Change-105,683 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,694
Change-71,694 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 70,085
Change-70,085 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 55,038
Change-55,038 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,992
Change-52,992 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,427
Change-49,427 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 43,677
Change-43,677 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,754
Change-41,754 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 41,639
Change-41,639 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 37,914
Change-37,914 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,453
Change-37,453 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 36,381
Change-36,381 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 35,398
Change-35,398 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,757
Change-34,757 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 30,194
Change-30,194 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,150
Change-28,150 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,923
Change-24,923 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,098
Change-23,098 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,171
Change-22,171 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 20,239
Change-20,239 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,750
Change-18,750 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 17,710
Change-17,710 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,518
Change-15,518 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,548
Change-14,548 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 13,824
Change-13,824 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,088
Change-12,088 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,703
Change-11,703 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 11,113
Change-11,113 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,913
Change-10,913 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 834
Change-834 (-100%)
Value—
Blair William & Co
N/A
Shares— from 787
Change-787 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 595
Change-595 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 527
Change-527 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 428
Change-428 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 304
Change-304 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 300
Change-300 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 224
Change-224 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 220
Change-220 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 188
Change-188 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 157
Change-157 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 132
Change-132 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100
Change-100 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 69
Change-69 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 46
Change-46 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 15
Change-15 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,312,6221,311,780+842+0%$102.7M$89.8M-$12.9M2026-11-06
Whitcomb & Hess, Inc.
INCREASED179,106177,640+1,466+1%$13.9M$12.3M-$1.7M2026-10-07
PNC Financial Services Group, Inc.
DECREASED108,541111,999-3,458-3%$8.8M$7.4M-$1.3M2026-11-06
Baker Avenue Asset Management, LP
INCREASED64,02460,226+3,798+6%$4.7M$4.4M-$333.9K2026-11-06
Lake Hills Wealth Management, LLC
DECREASED53,91554,188-2730%$4.2M$3.7M-$553.0K2026-10-07
Commonwealth Equity Services, LLC
INCREASED44,24137,954+6,287+17%$3.0M$3.0M+$55.9K2026-11-02
CX Institutional
INCREASED42,43535,888+6,547+18%$2.8K$2.9K+$942026-10-02
Moran Wealth Management, LLC
INCREASED36,54534,082+2,463+7%$2.7M$2.5M-$167.5K2026-10-22
Juncture Wealth Strategies, LLC
DECREASED35,75137,038-1,287-3%$2.9M$2.4M-$453.3K2026-10-06
Ipsen Advisor Group LLC
DECREASED35,69137,097-1,406-4%$2.9M$2.4M-$462.0K2026-10-29
HUB Investment Partners, LLC
INCREASED33,34533,336+9+0%$2.6M$2.3M-$328.1K2026-11-03
Canal Insurance Co
UNCHANGED30,00030,00000%$2.3M$2.1M-$295.0K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED29,78226,404+3,378+13%$2.1M$2.0M-$29.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED19,04217,226+1,816+11%$1.3M$1.3M-$45.6K2026-11-02
Citigroup Inc
INCREASED18,58418,118+466+3%$1.4M$1.3M-$146.8K2026-11-04
Axxcess Wealth Management, LLC
DECREASED13,34213,382-400%$1.0M$912.8K-$134.7K2026-10-21
Kraft, Davis & Associates, LLC
DECREASED11,70612,068-362-3%$866.1K$759.8K-$106.3K2026-10-21
Mirae Asset Global Investments Co., Ltd.
UNCHANGED10,23010,23000%$800.8K$699.9K-$100.9K2026-11-03
Sage Capital Management, LLC
DECREASED9,99512,942-2,947-23%$1.0M$684.0K-$329.4K2026-10-20
VestGen Advisors, LLC
INCREASED8,7506,450+2,300+36%$504.9K$598.7K+$93.7K2026-10-27
Creative Planning
INCREASED8,7228,437+285+3%$660.5K$596.8K-$63.7K2026-11-02
Truist Financial Corp
DECREASED8,46811,766-3,298-28%$921.0K$579.4K-$341.7K2026-10-30
StoneX Group Inc.
INCREASED8,0886,153+1,935+31%$490.4K$564.3K+$73.9K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED6,9725,042+1,930+38%$364.6K$481.2K+$116.6K2026-10-13
US Bancorp \de\
INCREASED6,9356,385+550+9%$499.8K$474.5K-$25.3K2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED6,4506,45000%$504.9K$441.3K-$63.6K2026-11-03
Great Diamond Partners, LLC
INCREASED6,2266,109+117+2%$478.2K$426.0K-$52.2K2026-10-13
Mather Group, Llc.
INCREASED6,0296,008+21+0%$470.3K$412.5K-$57.8K2026-10-14
Certuity, LLC
UNCHANGED5,9545,95400%$466.1K$407.4K-$58.7K2026-11-02
Imc-Chicago, LLC
NEW5,684—+5,684——$388.9K—2026-11-05
Thrivent Financial for Lutherans
INCREASED5,2675,159+108+2%$404.0K$360.0K-$44.0K2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED5,0005,00000%$391.4K$342.1K-$49.3K2026-11-04
Northbridge Financial Group, LLC
INCREASED4,9644,829+135+3%$378.0K$352.8K-$25.2K2026-11-05
E&G Advisors, LLC
DECREASED4,6244,689-65-1%$367.1K$316.4K-$50.7K2026-10-13
Eagle Strategies LLC
DECREASED4,2554,522-267-6%$354.0K$291.2K-$62.8K2026-10-16
D.A. Davidson & Co.
INCREASED4,0172,967+1,050+35%$232.3K$274.8K+$42.6K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED3,9419,448-5,507-58%$739.6K$269.7K-$470.0K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED3,8683,899-31-1%$305.2K$264.6K-$40.6K2026-10-15
Merit Financial Group, LLC
DECREASED3,8493,910-61-2%$306.0K$263.3K-$42.8K2026-11-06
Keystone Wealth Services, LLC
INCREASED3,4733,459+14+0%$270.8K$238.1K-$32.7K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED3,4723,383+89+3%$264.8K$237.6K-$27.2K2026-11-06
Quartz Partners, LLC
NEW3,422—+3,422——$234.1K—2026-11-03
Indivisible Partners
NEW3,324—+3,324——$227.4K—2026-10-26
RFG Advisory, LLC
DECREASED3,3203,669-349-10%$287.2K$227.2K-$60.0K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED3,2993,680-381-10%$288.1K$225.7K-$62.4K2026-11-05
Simplex Trading, LLC
INCREASED3,2471,014+2,233+220%$79.4K$222.2K+$142.8K2026-11-04
Kingswood Wealth Advisors, LLC
NEW3,240—+3,240——$221.7K—2026-10-23
Larson Financial Group LLC
DECREASED3,2213,309-88-3%$259.0K$220.4K-$38.6K2026-11-05
Perigon Wealth Management, LLC
INCREASED3,0653,018+47+2%$236.2K$209.7K-$26.5K2026-10-22
Lido Advisors, LLC
NEW3,059—+3,059——$209.4K—2026-11-04
Cutler Investment Counsel LLC
UNCHANGED2,9722,97200%$233.6K$203.3K-$30.3K2026-10-28
Cdkv Holdings LLC
DECREASED2,6022,678-76-3%$209.6K$178.1K-$31.5K2026-10-28
SBI Securities Co., Ltd.
INCREASED2,1692,139+30+1%$167.4K$148.4K-$19.0K2026-10-22
Fifth Third Bancorp
DECREASED2,1633,005-842-28%$235.2K$148.0K-$87.3K2026-11-05
MTM Investment Management, LLC
DECREASED1,9272,000-73-4%$156.6K$131.8K-$24.7K2026-10-30
TD Waterhouse Canada Inc.
INCREASED1,5231,453+70+5%$113.3K$103.6K-$9.7K2026-10-16
Barclays PLC
INCREASED1,5071,380+127+9%$108.0K$103.1K-$4.9K2026-11-06
Hager Investment Management Services, LLC
UNCHANGED1,4461,44600%$113.2K$98.9K-$14.3K2026-11-04
CoreCap Advisors, LLC
UNCHANGED1,3251,32500%$103.7K$90.7K-$13.1K2026-10-08
Allworth Financial LP
INCREASED1,3131,246+67+5%$97.5K$102.8K+$5.3K2026-11-06
University of Texas S AM Investment Management Co
UNCHANGED1,2501,25000%$98.3K$85.5K-$12.7K2026-11-03
Parallel Advisors, LLC
INCREASED1,190890+300+34%$69.7K$81.4K+$11.8K2026-11-03
IFP Advisors, Inc
UNCHANGED1,1031,10300%$86.3K$75.5K-$10.9K2026-10-16
Private Trust Co NA
INCREASED1,021973+48+5%$76.2K$69.9K-$6.3K2026-10-20
Key FInancial Inc
UNCHANGED1,0021,00200%$78.4K$68.6K-$9.9K2026-11-02
Provenance Wealth Advisors, LLC
NEW989—+989——$67.7K—2026-10-30
Realta Investment Advisors
DECREASED9761,268-292-23%$99.3K$66.8K-$32.5K2026-10-14
Rossby Financial, LCC
INCREASED775593+182+31%$46.4K$53.0K+$6.6K2026-11-05
Reap Financial Group, LLC
INCREASED770767+3+0%$60.0K$52.7K-$7.3K2026-11-02
Pacifica Partners Inc.
UNCHANGED70070000%$53.6K$47.8K-$5.8K2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED651705-54-8%$55.2K$44.5K-$10.6K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED636634+2+0%$49.6K$43.6K-$6.1K2026-10-27
AlphaCore Capital LLC
INCREASED610500+110+22%$39.3K$41.7K+$2.4K2026-11-04
Farther Finance Advisors, LLC
INCREASED609553+56+10%$43.3K$41.7K-$1.6K2026-10-08
Nova Financial LLC
NEW583—+583——$39.9K—2026-11-04
Clearstead Advisors, LLC
UNCHANGED51851800%$40.6K$35.5K-$5.1K2026-11-06
CGC Financial Services, LLC
UNCHANGED51451400%$40.2K$35.2K-$5.1K2026-10-13
Madden Securities Corp
NEW510—+510——$34.9K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED50550500%$39.6K$34.6K-$5.0K2026-10-13
Harbor Investment Advisory, LLC
NEW500—+500——$34.2K—2026-10-13
Golden State Wealth Management, LLC
UNCHANGED50050000%$39.1K$34.2K-$4.9K2026-11-02
Fairscale Capital, LLC
UNCHANGED44744700%$35.1K$26.7K-$8.4K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED44544500%$34.8K$30.5K-$4.4K2026-10-30
Blue Trust, Inc.
NEW439—+439——$30.0K—2026-10-15
Harbor Asset Planning, Inc.
INCREASED424423+1+0%$33.1K$29.0K-$4.1K2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED40540500%$31.7K$27.7K-$4.0K2026-10-16
Westside Investment Management, Inc.
UNCHANGED40040000%$31.3K$27.4K-$3.9K2026-11-02
Evermay Wealth Management LLC
NEW367—+367——$25.1K—2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED35035000%$27.4K$23.9K-$3.5K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED3422,876-2,534-88%$225.1K$23.4K-$201.7K2026-11-03
Jacobi Capital Management LLC
NEW292—+292——$20.0K—2026-11-05
Financial Freedom, LLC
NEW289—+289——$19.8K—2026-11-06
Bangor Savings Bank
INCREASED224223+1+0%$17.5K$15.3K-$2.1K2026-10-06
Valley National Advisers Inc
UNCHANGED22222200%$17.4K$15.2K-$2.2K2026-10-23
DeDora Capital, Inc.
NEW221—+221——$15.1K—2026-10-26
Burk Holdings LLC
UNCHANGED21421400%$16.8K$14.6K-$2.1K2026-11-05
Nfsg Corp
INCREASED209208+1+0%$16.3K$14.3K-$2.0K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED20220200%$16$11.0K+$11.0K2026-11-04
Compass Financial Management LLC
UNCHANGED19819800%$14.4K$13.5K-$9072026-10-30
Lanark Financial, Inc.
DECREASED188409-221-54%$32.0K$12.9K-$19.2K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED15915900%$12.4K$10.9K-$1.6K2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW143—+143——$9.8K—2026-10-16
Wolff Wiese Magana LLC
UNCHANGED12512500%$9.8K$8.6K-$1.2K2026-10-15
City State Bank
UNCHANGED12012000%$9.4K$8.2K-$1.2K2026-10-20
Spire Wealth Management
DECREASED110132-22-17%$10.3K$7.5K-$2.8K2026-10-30
Russell Investments Group, Ltd.
DECREASED101216-115-53%$16.9K$6.9K-$10.0K2026-11-06
Financial Consulate, Inc
UNCHANGED10010000%$7.8K$6.8K-$9862026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED10010000%$7.8K$6.8K-$9862026-10-30
Triumph Capital Management
UNCHANGED949400%$7.4K$6.4K-$9272026-10-14
Cherry Tree Wealth Management, LLC
INCREASED8378+5+6%$6.1K$5.7K-$4272026-10-15
Latitude Advisors, LLC
NEW79—+79——$5.4K—2026-10-27
Planning Strategies Inc.
UNCHANGED757500%$5.9K$5.1K-$7392026-10-02
UMB Bank, n.a.
UNCHANGED707000%$5.5K$4.8K-$6912026-11-06
Community Financial Services Group, LLC
UNCHANGED686800%$5.3K$4.6K-$6632026-10-15
GK Wealth Management LLC
NEW61—+61——$4.2K—2026-10-09
Armstrong Advisory Group, Inc
UNCHANGED606000%$4.7K$4.1K-$5912026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED575700%$4.5K$3.9K-$5622026-11-04
Central Trust Co
UNCHANGED535300%$4.1K$3.6K-$5222026-11-05
Oakworth Capital, Inc.
UNCHANGED535300%$4.1K$3.6K-$5062026-10-26
Hughes Financial Services, LLC
NEW52—+52——$3.1K—2026-10-30
Keystone Financial Group, Inc.
UNCHANGED505000%$3.9K$3.4K-$5102026-10-13
Salomon & Ludwin, LLC
UNCHANGED505000%$3.9K$3.4K-$4782026-10-29
Nemes Rush Group LLC
UNCHANGED505000%$3.9K$3.4K-$4932026-11-04
Signaturefd, LLC
UNCHANGED414100%$3.2K$2.8K-$4042026-10-23
Albion Financial Group
UNCHANGED262600%$2.0K$1.8K-$2572026-10-21
GS Investments, Inc.
UNCHANGED262600%$2.0K$1.8K-$2562026-11-05
Assetmark, Inc
NEW23—+23——$1.6K—2026-10-21
Kingdom Financial Group Llc.
UNCHANGED232300%$1.8K$1.6K-$2182026-11-04
Elevated Capital Advisors, LLC
UNCHANGED222200%$1.7K$1.5K-$2172026-11-04
Nvwm, LLC
UNCHANGED171700%$1.3K$1.2K-$1682026-10-14
Armor Investment Advisors, LLC
UNCHANGED151500%$1.2K$1.0K-$1482026-10-27
Byrne Asset Management LLC
UNCHANGED151500%$1.2K$1.0K-$1512026-10-06
Accordant Advisory Group Inc
UNCHANGED141400%$1.1K$958-$1382026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED111100%$861$753-$1082026-10-29
Winch Advisory Services, LLC
UNCHANGED111100%$892$783-$1092026-11-06
Northstar Asset Management Co
UNCHANGED7700%$475$443-$322026-10-22
Versant Capital Management, Inc
NEW5—+5——$342—2026-10-02
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$392$343-$492026-10-23
Root Financial Partners, LLC
NEW4—+4——$274—2026-10-21
Horizon Wealth Management, LLC
CLOSED071,809-71,809-100%$5.6M$0-$5.6M2026-11-02
Innovative Advisory Group, LLC
CLOSED035,473-35,473-100%$2.8M$0-$2.8M2026-10-13
Q3 Asset Management
CLOSED031,300-31,300-100%$2.5M$0-$2.5M2026-11-06
Fortis Group Advisors, LLC
CLOSED024,918-24,918-100%$2.0M$0-$2.0M2026-11-06
Independent Financial Group, LLC
CLOSED013,909-13,909-100%$1.1M$0-$1.1M2026-10-13
VVR Holdings LLC
CLOSED07,815-7,815-100%$611.8K$0-$611.8K2026-10-19
Apollon Wealth Management, LLC
CLOSED04,973-4,973-100%$389.3K$0-$389.3K2026-10-23
J. Safra Sarasin Holding AG
CLOSED04,528-4,528-100%$354.6K$0-$354.6K2026-10-26
Triton Wealth Management, Pllc
CLOSED03,249-3,249-100%$234.3K$0-$234.3K2026-11-04
Prospera Financial Services Inc
CLOSED03,068-3,068-100%$240.3K$0-$240.3K2026-11-04
Bright Futures Wealth Management, Llc.
CLOSED02,887-2,887-100%$226.0K$0-$226.0K2026-10-23
Clifford Swan Investment Counsel LLC
CLOSED02,860-2,860-100%$223.9K$0-$223.9K2026-11-05
Verus Capital Partners, LLC
CLOSED02,775-2,775-100%$217.2K$0-$217.2K2026-11-03
Magnus Financial Group LLC
CLOSED02,758-2,758-100%$215.9K$0-$215.9K2026-10-21
Symphony Financial, Ltd. Co.
CLOSED02,686-2,686-100%$207.6K$0-$207.6K2026-10-22
Concurrent Investment Advisors, LLC
CLOSED02,664-2,664-100%$208.5K$0-$208.5K2026-10-16
Cordoba Advisory Partners LLC
CLOSED02,567-2,567-100%$201.6K$0-$201.6K2026-10-19
Friedenthal Financial
CLOSED02,197-2,197-100%$172.0K$0-$172.0K2026-10-27
International Assets Investment Management, LLC
CLOSED01,107-1,107-100%$86.3K$0-$86.3K2026-11-02
Founders Capital Management
CLOSED01,015-1,015-100%$79.5K$0-$79.5K2026-10-13
BankPlus Trust Department
CLOSED0842-842-100%$65.9K$0-$65.9K2026-11-06
AdvisorNet Financial, Inc
CLOSED0800-800-100%$62.6K$0-$62.6K2026-10-15
Activest Wealth Management
CLOSED0665-665-100%$52.1K$0-$52.1K2026-10-15
First Command Advisory Services, Inc.
CLOSED0333-333-100%$26.1K$0-$26.1K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
CLOSED0250-250-100%$20$0-$202026-11-02
Vermillion Wealth Management, Inc.
CLOSED039-39-100%$3.0K$0-$3.0K2026-10-26
Gill Capital Partners, LLC
CLOSED021-21-100%$1.6K$0-$1.6K2026-10-13
Quaker Wealth Management, LLC
CLOSED09-9-100%$705$0-$7052026-10-22
Morgan Stanley
N/A—385,120-385,120-100%$30.1M———
Bank of America Corp
N/A—331,769-331,769-100%$26.0M———
BW Gestao de Investimentos Ltda.
N/A—258,000-258,000-100%$20.2M———
BNP Paribas Financial Markets
N/A—211,485-211,485-100%$16.6M———
Chicago Wealth Management, Inc.
N/A—172,824-172,824-100%$13.5M———
UBS Group AG
N/A—131,243-131,243-100%$10.3M———
Steward Partners Investment Advisory, LLC
N/A—129,207-129,207-100%$10.1M———
Susquehanna International Group, LLP
N/A—117,503-117,503-100%$9.2M———
Wells Fargo & Company
N/A—110,897-110,897-100%$8.7M———
Royal Bank of Canada
N/A—107,873-107,873-100%$8.4M———
Qube Research & Technologies Ltd
N/A—105,683-105,683-100%$8.3M———
Longbow Finance SA
N/A—80,000-80,000-100%$6.2M———
Cetera Investment Advisers
N/A—71,694-71,694-100%$5.6M———
Raymond James Financial Inc
N/A—70,085-70,085-100%$5.5M———
JPMorgan Chase & Co
N/A—55,038-55,038-100%$4.3M———
Envestnet Asset Management Inc
N/A—52,992-52,992-100%$4.1M———
MML Investors Services, LLC
N/A—49,427-49,427-100%$3.9M———
Quadrature Capital Ltd
N/A—43,677-43,677-100%$3.4M———
Ameriprise Financial Inc
N/A—41,754-41,754-100%$3.3M———
Wealthfront Advisers LLC
N/A—41,639-41,639-100%$3.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—37,914-37,914-100%$3.0M———
Summit Financial, LLC
N/A—37,453-37,453-100%$2.9M———
D. E. Shaw & Co., Inc.
N/A—36,381-36,381-100%$2.8M———
Marshall Investment Management, LLC
N/A—35,398-35,398-100%$2.8M———
Osaic Holdings, Inc.
N/A—34,757-34,757-100%$2.7M———
IFG Advisory, LLC
N/A—30,194-30,194-100%$2.4M———
Harbour Investments, Inc.
N/A—28,150-28,150-100%$2.2M———
Old Mission Capital LLC
N/A—24,923-24,923-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—23,098-23,098-100%$1.8M———
GTS Securities LLC
N/A—22,171-22,171-100%$1.7M———
Walleye Trading LLC
N/A—20,326-20,326-100%$1.6M———
One Capital Management, LLC
N/A—20,239-20,239-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—18,750-18,750-100%$1.5M———
SG Americas Securities, LLC
N/A—17,710-17,710-100%$1.4M———
Northwestern Mutual Wealth Management Co
N/A—16,135-16,135-100%$1.3M———
Stifel Financial Corp
N/A—15,518-15,518-100%$1.2M———
Goldman Sachs Group Inc
N/A—14,734-14,734-100%$1.2M———
Equitable Holdings, Inc.
N/A—14,548-14,548-100%$1.1M———
Scotia Capital Inc.
N/A—13,824-13,824-100%$1.1M———
Jones Financial Companies Lllp
N/A—13,698-13,698-100%$1.0M———
Private Advisor Group, LLC
N/A—12,088-12,088-100%$946.3K———
Millennium Management LLC
N/A—11,703-11,703-100%$916.1K———
HighTower Advisors, LLC
N/A—11,425-11,425-100%$894.4K———
Petra Financial Advisors Inc
N/A—11,113-11,113-100%$869.9K———
Janney Montgomery Scott LLC
N/A—10,913-10,913-100%$854.0K———
Snowden Capital Advisors LLC
N/A—9,001-9,001-100%$707.5K———
Arax Advisory Partners
N/A—8,753-8,753-100%$685.2K———
Western Wealth Management, LLC
N/A—8,514-8,514-100%$666.4K———
Wealthspire Advisors, LLC
N/A—7,680-7,680-100%$601.2K———
Belpointe Asset Management LLC
N/A—7,394-7,394-100%$578.8K———
Destination Wealth Management
N/A—7,341-7,341-100%$574.6K———
Quantum Portfolio Management LLC
N/A—7,128-7,128-100%$558.0K———
Bank of Montreal
N/A—6,972-6,972-100%$545.8K———
Sanctuary Advisors, LLC
N/A—6,870-6,870-100%$537.8K———
Group One Trading LLC
N/A—6,631-6,631-100%$519.1K———
Rockefeller Capital Management L.P.
N/A—6,552-6,552-100%$513.0K———
Quantinno Capital Management LP
N/A—6,506-6,506-100%$509.3K———
Cerity Partners LLC
N/A—6,353-6,353-100%$497.3K———
Insigneo Advisory Services, LLC
N/A—6,319-6,319-100%$494.7K———
Wick Capital Partners, LLC
N/A—6,221-6,221-100%$494.1K———
Mercer Global Advisors Inc
N/A—5,957-5,957-100%$466.3K———
PFG Investments, LLC
N/A—5,883-5,883-100%$460.5K———
Stratos Wealth Partners, Ltd.
N/A—5,882-5,882-100%$460.5K———
Stonebridge Financial Group, LLC
N/A—5,538-5,538-100%$435.0K———
FMR LLC
N/A—5,325-5,325-100%$416.8K———
Index Technologies Group LLC
N/A—5,324-5,324-100%$416.8K———
Centaurus Financial, Inc.
N/A—5,304-5,304-100%$415.0K———
NewEdge Advisors, LLC
N/A—5,253-5,253-100%$411.2K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—5,223-5,223-100%$410.6K———
EP Wealth Advisors, LLC
N/A—5,214-5,214-100%$408.2K———
Focus Partners Wealth
N/A—5,057-5,057-100%$395.9K———
Oxford Financial Group, Ltd. LLC
N/A—4,637-4,637-100%$363.0K———
NewEdge Wealth, LLC
N/A—4,628-4,628-100%$362.3K———
Pack Private Wealth, LLC
N/A—4,289-4,289-100%$335.7K———
Two Sigma Securities, LLC
N/A—4,195-4,195-100%$328.4K———
Advisory Services Network, LLC
N/A—4,156-4,156-100%$325.3K———
CIBC World Market Inc.
N/A—4,089-4,089-100%$320.1K———
Betterment LLC
N/A—4,019-4,019-100%$315.0K———
Baird Financial Group, Inc.
N/A—3,634-3,634-100%$284.5K———
Brookwood Investment Group LLC
N/A—3,596-3,596-100%$281.5K———
Keel Point, LLC
N/A—3,421-3,421-100%$267.8K———
Prosperity Consulting Group, LLC
N/A—3,394-3,394-100%$265.7K———
Tidal Investments LLC
N/A—3,240-3,240-100%$253.6K———
Kovack Advisors, Inc.
N/A—3,206-3,206-100%$250.1K———
Ancora Advisors LLCA
N/A—3,155-3,155-100%$247.0K———
OneDigital Investment Advisors LLC
N/A—3,126-3,126-100%$244.7K———
Captrust Financial Advisors
N/A—3,123-3,123-100%$244.4K———
Fiduciary Trust Co
N/A—3,000-3,000-100%$234.8K———
Pathstone Holdings, LLC
N/A—2,814-2,814-100%$220.3K———
Mariner, LLC
N/A—2,670-2,670-100%$209.0K———
Glassman Wealth Services
N/A—2,652-2,652-100%$207.6K———
Global Retirement Partners, LLC
N/A—2,435-2,435-100%$190.6K———
Federation des caisses Desjardins du Quebec
N/A—2,124-2,124-100%$166.1K———
Picton Mahoney Asset Management
N/A—2,000-2,000-100%$156.6K———
Forum Finance Group S.A.
N/A—1,550-1,550-100%$98———
Rothschild Investment LLC
N/A—1,342-1,342-100%$105.1K———
Geneos Wealth Management Inc.
N/A—834-834-100%$65.3K———
Blair William & Co
N/A—787-787-100%$61.6K———
Bartlett & Co. Wealth Management LLC
N/A—600-600-100%$47.2K———
Ameriflex Group, Inc.
N/A—595-595-100%$46.6K———
Advisors Preferred, LLC
N/A—569-569-100%$43.5K———
Bellevue Asset Management, LLC
N/A—555-555-100%$43.5K———
AE Wealth Management LLC
N/A—546-546-100%$42.7K———
Smithfield Trust Co
N/A—527-527-100%$41.0K———
Fourth Dimension Wealth, LLC
N/A—526-526-100%$41.2K———
Point72 Asset Management, L.P.
N/A—495-495-100%$38.7K———
Aptus Capital Advisors, LLC
N/A—495-495-100%$38.7K———
Hantz Financial Services, Inc.
N/A—474-474-100%$37.0K———
Nalls Sherbakoff Group, LLC
N/A—440-440-100%$34.5K———
Hollencrest Capital Management
N/A—428-428-100%$33.5K———
FAS Wealth Partners, Inc.
N/A—418-418-100%$32.7K———
Kilter Group LLC
N/A—356-356-100%$27.9K———
BlackRock, Inc.
N/A—329-329-100%$25.8K———
Mcguire Capital Advisors Inc
N/A—304-304-100%$23.8K———
Strategic Wealth Partners, Ltd.
N/A—300-300-100%$23.5K———
Edmond de Rothschild Holding S.A.
N/A—300-300-100%$23.5K———
LRI Investments, LLC
N/A—291-291-100%$22.8K———
Anchor Investment Management, LLC
N/A—286-286-100%$22.4K———
Tower Research Capital LLC (TRC)
N/A—224-224-100%$17.5K———
ST Germain D J Co Inc
N/A—220-220-100%$17.2K———
Evelyn Partners Group Ltd
N/A—200-200-100%$15.7K———
Roble, Belko & Company, Inc
N/A—200-200-100%$16———
Atlantic Union Bankshares Corp
N/A—188-188-100%$14.7K———
Capital Analysts, LLC
N/A—181-181-100%$14———
BFC Planning, Inc.
N/A—176-176-100%$13.8K———
Glen Eagle Advisors, LLC
N/A—160-160-100%$12.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—157-157-100%$12.3K———
Caitlin John, LLC
N/A—155-155-100%$12.1K———
Bogart Wealth, LLC
N/A—133-133-100%$10.4K———
HM Payson & Co
N/A—132-132-100%$10.3K———
Keating Financial Advisory Services, Inc.
N/A—130-130-100%$10.2K———
Paladin Advisory Group, LLC
N/A—130-130-100%$10.2K———
Dunhill Financial, LLC
N/A—129-129-100%$10.1K———
Huntington National Bank
N/A—125-125-100%$9.8K———
PlanVest Financial, Inc
N/A—112-112-100%$8.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—106-106-100%$8.3K———
Crews Bank & Trust
N/A—100-100-100%$7.8K———
HHM Wealth Advisors, LLC
N/A—100-100-100%$7.8K———
Richard W. Paul & Associates, LLC
N/A—76-76-100%$5.9K———
Tidemark, LLC
N/A—75-75-100%$5.8K———
1 North Wealth Services LLC
N/A—75-75-100%$5.9K———
Cheviot Value Management, LLC
N/A—74-74-100%$5.8K———
Fiduciary Financial Advisors
N/A—69-69-100%$5.3K———
Smartleaf Asset Management LLC
N/A—57-57-100%$4.4K———
Kerr Financial Planning Corp
N/A—46-46-100%$3.5K———
Whittier Trust Co
N/A—40-40-100%$3.0K———
CVA Family Office, LLC
N/A—35-35-100%$2.7K———
Colonial Trust Advisors
N/A—15-15-100%$1.2K———
Continuum Advisory, LLC
N/A—14-14-100%$1.1K———
SHP Wealth Management
N/A—5-5-100%$391———
Showing 317 of 317 institutions