Global X Superdividend ETF (SDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares1,128,668 from 1,083,477

Change+45,191 (+4%)

Value$26.4M (-$103.2K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares502,258 from 143,216

Change+359,042 (+251%)

Value$11.7M (+$8.2M)

Filed 2026-11-02

Fifth Third Securities, Inc.

INCREASED

Shares197,044 from 172,801

Change+24,243 (+14%)

Value$4.6M (+$381.7K)

Filed 2026-10-21

Nfsg Corp

INCREASED

Shares138,782 from 135,085

Change+3,697 (+3%)

Value$3.2M (-$58.2K)

Filed 2026-10-15

Kestra Private Wealth Services, LLC

INCREASED

Shares103,282 from 92,745

Change+10,537 (+11%)

Value$2.4M (+$147.0K)

Filed 2026-11-06

Foguth Wealth Management, Llc.

DECREASED

Shares94,184 from 174,873

Change-80,689 (-46%)

Value$2.2M (-$2.1M)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares86,826 from 36,489

Change+50,337 (+138%)

Value$2.1M (+$1.2M)

Filed 2026-10-13

Prospera Financial Services Inc

INCREASED

Shares68,147 from 56,945

Change+11,202 (+20%)

Value$1.5M (+$157.2K)

Filed 2026-11-04

Integrity Alliance, Llc.

INCREASED

Shares58,084 from 51,944

Change+6,140 (+12%)

Value$1.4M (+$87.9K)

Filed 2026-10-29

Kingswood Wealth Advisors, LLC

DECREASED

Shares57,554 from 92,427

Change-34,873 (-38%)

Value$1.3M (-$913.9K)

Filed 2026-10-23

SBI Securities Co., Ltd.

DECREASED

Shares41,805 from 41,960

Change-155 (0%)

Value$977.0K (-$48.5K)

Filed 2026-10-22

Kestra Advisory Services, LLC

INCREASED

Shares39,407 from 32,226

Change+7,181 (+22%)

Value$920.9K (+$133.3K)

Filed 2026-11-02

Fortis Group Advisors, LLC

INCREASED

Shares32,502 from 25,761

Change+6,741 (+26%)

Value$738.8K (+$109.2K)

Filed 2026-11-06

M Holdings Securities, Inc.

INCREASED

Shares32,491 from 31,731

Change+760 (+2%)

Value$746.0K (-$36.0K)

Filed 2026-11-03

Thrivent Financial for Lutherans

NEW

Shares30,705

Change+30,705

Value$718.0K

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares29,982 from 37,403

Change-7,421 (-20%)

Value$700.7K (-$213.5K)

Filed 2026-11-02

Sterling Manor Financial, LLC

NEW

Shares28,816

Change+28,816

Value$673.4K

Filed 2026-10-21

Triumph Capital Management

INCREASED

Shares28,038 from 28,033

Change+5 (+0%)

Value$655.3K (-$29.9K)

Filed 2026-10-14

Independent Financial Group, LLC

INCREASED

Shares20,891 from 20,287

Change+604 (+3%)

Value$488.2K (-$7.6K)

Filed 2026-10-13

StoneX Group Inc.

INCREASED

Shares16,715 from 12,115

Change+4,600 (+38%)

Value$394.9K (+$98.8K)

Filed 2026-11-03

Fiduciary Alliance LLC

DECREASED

Shares15,107 from 34,670

Change-19,563 (-56%)

Value$353.1K (-$494.3K)

Filed 2026-10-13

VestGen Advisors, LLC

UNCHANGED

Shares14,511 from 14,511

Change0 (0%)

Value$339.1K (-$15.5K)

Filed 2026-10-27

Eagle Strategies LLC

INCREASED

Shares10,536 from 9,656

Change+880 (+9%)

Value$246.2K (+$10.3K)

Filed 2026-10-16

Kingstone Capital Partners Texas, LLC

NEW

Shares10,231

Change+10,231

Value$239.1K

Filed 2026-11-03

APS Management Group, Inc.

DECREASED

Shares9,894 from 13,964

Change-4,070 (-29%)

Value$231.2K (-$110.1K)

Filed 2026-10-14

Fifth Third Bancorp

UNCHANGED

Shares5,656 from 5,656

Change0 (0%)

Value$132.2K (-$6.1K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares4,443 from 443

Change+4,000 (+903%)

Value$103.8K (+$93.0K)

Filed 2026-11-06

Transce3nd, LLC

NEW

Shares4,185

Change+4,185

Value$99.8K

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares3,916 from 3,916

Change0 (0%)

Value$91.5K (-$4.2K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares2,875 from 2,875

Change0 (0%)

Value$67.2K (-$3.1K)

Filed 2026-11-03

Westside Investment Management, Inc.

INCREASED

Shares2,500 from 2,000

Change+500 (+25%)

Value$58.4K (+$9.5K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares2,162 from 2,267

Change-105 (-5%)

Value$50.5K (-$4.9K)

Filed 2026-10-08

Cape Investment Advisory, Inc.

DECREASED

Shares2,044 from 2,555

Change-511 (-20%)

Value$47.8K (-$14.7K)

Filed 2026-10-13

Nova Financial LLC

NEW

Shares2,000

Change+2,000

Value$46.7K

Filed 2026-11-04

Private Trust Co NA

DECREASED

Shares1,452 from 2,500

Change-1,048 (-42%)

Value$33.9K (-$27.2K)

Filed 2026-10-20

Advocate Investing Services LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$25.7K (-$1.2K)

Filed 2026-10-26

Latitude Advisors, LLC

NEW

Shares1,031

Change+1,031

Value$24.1K

Filed 2026-10-27

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares871 from 871

Change0 (0%)

Value$20.3K (-$1.1K)

Filed 2026-11-04

Citigroup Inc

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$16.4K (-$749)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares655 from 541

Change+114 (+21%)

Value$15.3K (+$2.1K)

Filed 2026-10-16

High Point Wealth Management, LLC

NEW

Shares602

Change+602

Value$14.1K

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares460 from 434

Change+26 (+6%)

Value$10.8K (+$143)

Filed 2026-11-03

Peterson Wealth Management

INCREASED

Shares458 from 448

Change+10 (+2%)

Value$10.7K (-$248)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares430 from 192

Change+238 (+124%)

Value$10.0K (+$5.4K)

Filed 2026-10-21

Y.D. More Investments Ltd

NEW

Shares426

Change+426

Value$10.0K

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares411 from 402

Change+9 (+2%)

Value$9.6K (-$223)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$9.3K ($0)

Filed 2026-11-06

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.7K (-$214)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$4.7K (-$214)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares181

Change+181

Value$4.2K

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$3.9K (-$177)

Filed 2026-10-08

Mather Group, Llc.

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$3.4K (-$154)

Filed 2026-10-14

Highline Wealth Partners LLC

NEW

Shares121

Change+121

Value$2.8K

Filed 2026-10-19

Lanark Financial, Inc.

DECREASED

Shares20 from 75

Change-55 (-73%)

Value$467 (-$1.4K)

Filed 2026-10-26

Russell Investments Group, Ltd.

DECREASED

Shares1 from 330

Change-329 (-100%)

Value$21 (-$8.0K)

Filed 2026-11-06

Optima Capital LLC

CLOSED

Shares0 from 16,377

Change-16,377 (-100%)

Value$0 (-$400.3K)

Filed 2026-10-29

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$36.7K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$7.6K)

Filed 2026-11-02

LifeSteps Financial, Inc.

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$1.3K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 585,027

Change-585,027 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 551,873

Change-551,873 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 415,270

Change-415,270 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 392,220

Change-392,220 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 332,794

Change-332,794 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 242,569

Change-242,569 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 217,921

Change-217,921 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 187,120

Change-187,120 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 184,054

Change-184,054 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 170,962

Change-170,962 (-100%)

Value—

UBS Group AG

N/A

Shares— from 160,958

Change-160,958 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 141,051

Change-141,051 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 116,786

Change-116,786 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 108,346

Change-108,346 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 94,808

Change-94,808 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 79,561

Change-79,561 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 75,899

Change-75,899 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 69,060

Change-69,060 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 67,812

Change-67,812 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 62,809

Change-62,809 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 61,121

Change-61,121 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 55,180

Change-55,180 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 51,707

Change-51,707 (-100%)

Value—

&partners

N/A

Shares— from 50,602

Change-50,602 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 39,790

Change-39,790 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 39,686

Change-39,686 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 35,336

Change-35,336 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 33,754

Change-33,754 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 31,473

Change-31,473 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 23,804

Change-23,804 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 22,798

Change-22,798 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 22,607

Change-22,607 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 19,500

Change-19,500 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 18,652

Change-18,652 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,166

Change-15,166 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 14,571

Change-14,571 (-100%)

Value—

Resolute Capital, LLC

N/A

Shares— from 13,526

Change-13,526 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 13,092

Change-13,092 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 12,949

Change-12,949 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 12,854

Change-12,854 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,154

Change-12,154 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,044

Change-12,044 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,444

Change-11,444 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,127

Change-11,127 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,879

Change-9,879 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,783

Change-8,783 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,781

Change-8,781 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 8,530

Change-8,530 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,935

Change-7,935 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 6,115

Change-6,115 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,706

Change-4,706 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,757

Change-2,757 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,640

Change-2,640 (-100%)

Value—

SSA Swiss Advisors AG

N/A

Shares— from 2,441

Change-2,441 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 2,333

Change-2,333 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,418

Change-1,418 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,237

Change-1,237 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,166

Change-1,166 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 1,104

Change-1,104 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 685

Change-685 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 666

Change-666 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 666

Change-666 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 660

Change-660 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 618

Change-618 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 355

Change-355 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 194

Change-194 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 150

Change-150 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,128,668	1,083,477	+45,191	+4%	$26.5M	$26.4M	-$103.2K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	502,258	143,216	+359,042	+251%	$3.5M	$11.7M	+$8.2M	2026-11-02
Fifth Third Securities, Inc.	INCREASED	197,044	172,801	+24,243	+14%	$4.2M	$4.6M	+$381.7K	2026-10-21
Nfsg Corp	INCREASED	138,782	135,085	+3,697	+3%	$3.3M	$3.2M	-$58.2K	2026-10-15
Kestra Private Wealth Services, LLC	INCREASED	103,282	92,745	+10,537	+11%	$2.3M	$2.4M	+$147.0K	2026-11-06
Foguth Wealth Management, Llc.	DECREASED	94,184	174,873	-80,689	-46%	$4.3M	$2.2M	-$2.1M	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	86,826	36,489	+50,337	+138%	$897.6K	$2.1M	+$1.2M	2026-10-13
Prospera Financial Services Inc	INCREASED	68,147	56,945	+11,202	+20%	$1.4M	$1.5M	+$157.2K	2026-11-04
Integrity Alliance, Llc.	INCREASED	58,084	51,944	+6,140	+12%	$1.3M	$1.4M	+$87.9K	2026-10-29
Kingswood Wealth Advisors, LLC	DECREASED	57,554	92,427	-34,873	-38%	$2.3M	$1.3M	-$913.9K	2026-10-23
SBI Securities Co., Ltd.	DECREASED	41,805	41,960	-155	0%	$1.0M	$977.0K	-$48.5K	2026-10-22
Kestra Advisory Services, LLC	INCREASED	39,407	32,226	+7,181	+22%	$787.6K	$920.9K	+$133.3K	2026-11-02
Fortis Group Advisors, LLC	INCREASED	32,502	25,761	+6,741	+26%	$629.6K	$738.8K	+$109.2K	2026-11-06
M Holdings Securities, Inc.	INCREASED	32,491	31,731	+760	+2%	$782.0K	$746.0K	-$36.0K	2026-11-03
Thrivent Financial for Lutherans	NEW	30,705	—	+30,705	—	—	$718.0K	—	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	29,982	37,403	-7,421	-20%	$914.1K	$700.7K	-$213.5K	2026-11-02
Sterling Manor Financial, LLC	NEW	28,816	—	+28,816	—	—	$673.4K	—	2026-10-21
Triumph Capital Management	INCREASED	28,038	28,033	+5	+0%	$685.1K	$655.3K	-$29.9K	2026-10-14
Independent Financial Group, LLC	INCREASED	20,891	20,287	+604	+3%	$495.8K	$488.2K	-$7.6K	2026-10-13
StoneX Group Inc.	INCREASED	16,715	12,115	+4,600	+38%	$296.1K	$394.9K	+$98.8K	2026-11-03
Fiduciary Alliance LLC	DECREASED	15,107	34,670	-19,563	-56%	$847.3K	$353.1K	-$494.3K	2026-10-13
VestGen Advisors, LLC	UNCHANGED	14,511	14,511	0	0%	$354.6K	$339.1K	-$15.5K	2026-10-27
Eagle Strategies LLC	INCREASED	10,536	9,656	+880	+9%	$236.0K	$246.2K	+$10.3K	2026-10-16
Kingstone Capital Partners Texas, LLC	NEW	10,231	—	+10,231	—	—	$239.1K	—	2026-11-03
APS Management Group, Inc.	DECREASED	9,894	13,964	-4,070	-29%	$341.3K	$231.2K	-$110.1K	2026-10-14
Fifth Third Bancorp	UNCHANGED	5,656	5,656	0	0%	$138.2K	$132.2K	-$6.1K	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	4,443	443	+4,000	+903%	$10.8K	$103.8K	+$93.0K	2026-11-06
Transce3nd, LLC	NEW	4,185	—	+4,185	—	—	$99.8K	—	2026-10-26
US Bancorp \de\	UNCHANGED	3,916	3,916	0	0%	$95.7K	$91.5K	-$4.2K	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	2,875	2,875	0	0%	$70.3K	$67.2K	-$3.1K	2026-11-03
Westside Investment Management, Inc.	INCREASED	2,500	2,000	+500	+25%	$48.9K	$58.4K	+$9.5K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	2,162	2,267	-105	-5%	$55.4K	$50.5K	-$4.9K	2026-10-08
Cape Investment Advisory, Inc.	DECREASED	2,044	2,555	-511	-20%	$62.4K	$47.8K	-$14.7K	2026-10-13
Nova Financial LLC	NEW	2,000	—	+2,000	—	—	$46.7K	—	2026-11-04
Private Trust Co NA	DECREASED	1,452	2,500	-1,048	-42%	$61.1K	$33.9K	-$27.2K	2026-10-20
Advocate Investing Services LLC	UNCHANGED	1,100	1,100	0	0%	$26.9K	$25.7K	-$1.2K	2026-10-26
Latitude Advisors, LLC	NEW	1,031	—	+1,031	—	—	$24.1K	—	2026-10-27
Allspring Global Investments Holdings, LLC	UNCHANGED	871	871	0	0%	$21.3K	$20.3K	-$1.1K	2026-11-04
Citigroup Inc	UNCHANGED	700	700	0	0%	$17.1K	$16.4K	-$749	2026-11-04
IFP Advisors, Inc	INCREASED	655	541	+114	+21%	$13.2K	$15.3K	+$2.1K	2026-10-16
High Point Wealth Management, LLC	NEW	602	—	+602	—	—	$14.1K	—	2026-11-05
Parallel Advisors, LLC	INCREASED	460	434	+26	+6%	$10.6K	$10.8K	+$143	2026-11-03
Peterson Wealth Management	INCREASED	458	448	+10	+2%	$10.9K	$10.7K	-$248	2026-11-06
Assetmark, Inc	INCREASED	430	192	+238	+124%	$4.7K	$10.0K	+$5.4K	2026-10-21
Y.D. More Investments Ltd	NEW	426	—	+426	—	—	$10.0K	—	2026-11-02
Larson Financial Group LLC	INCREASED	411	402	+9	+2%	$9.8K	$9.6K	-$223	2026-11-05
Allworth Financial LP	UNCHANGED	380	380	0	0%	$9.3K	$9.3K	$0	2026-11-06
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	200	200	0	0%	$4.9K	$4.7K	-$214	2026-10-15
Capital Investment Advisory Services, LLC	UNCHANGED	200	200	0	0%	$4.9K	$4.7K	-$214	2026-10-30
Ascentis Independent Advisors	NEW	181	—	+181	—	—	$4.2K	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	165	165	0	0%	$4.0K	$3.9K	-$177	2026-10-08
Mather Group, Llc.	UNCHANGED	144	144	0	0%	$3.5K	$3.4K	-$154	2026-10-14
Highline Wealth Partners LLC	NEW	121	—	+121	—	—	$2.8K	—	2026-10-19
Lanark Financial, Inc.	DECREASED	20	75	-55	-73%	$1.8K	$467	-$1.4K	2026-10-26
Russell Investments Group, Ltd.	DECREASED	1	330	-329	-100%	$8.1K	$21	-$8.0K	2026-11-06
Optima Capital LLC	CLOSED	0	16,377	-16,377	-100%	$400.3K	$0	-$400.3K	2026-10-29
Institute for Wealth Management, Llc.	CLOSED	0	1,500	-1,500	-100%	$36.7K	$0	-$36.7K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	313	-313	-100%	$7.6K	$0	-$7.6K	2026-11-02
LifeSteps Financial, Inc.	CLOSED	0	55	-55	-100%	$1.3K	$0	-$1.3K	2026-10-15
Morgan Stanley	N/A	—	585,027	-585,027	-100%	$14.3M	—	—	—
Bank of America Corp	N/A	—	551,873	-551,873	-100%	$13.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	415,270	-415,270	-100%	$10.2M	—	—	—
Wells Fargo & Company	N/A	—	392,220	-392,220	-100%	$9.6M	—	—	—
Principal Securities, Inc.	N/A	—	332,794	-332,794	-100%	$8.1M	—	—	—
AE Wealth Management LLC	N/A	—	242,569	-242,569	-100%	$5.9M	—	—	—
Cetera Investment Advisers	N/A	—	217,921	-217,921	-100%	$5.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	187,120	-187,120	-100%	$4.6M	—	—	—
Raymond James Financial Inc	N/A	—	184,054	-184,054	-100%	$4.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	170,962	-170,962	-100%	$4.2M	—	—	—
UBS Group AG	N/A	—	160,958	-160,958	-100%	$3.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	141,051	-141,051	-100%	$3.4M	—	—	—
Ameriprise Financial Inc	N/A	—	116,786	-116,786	-100%	$2.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	108,346	-108,346	-100%	$2.6M	—	—	—
Wealthfront Advisers LLC	N/A	—	94,808	-94,808	-100%	$2.3M	—	—	—
JPMorgan Chase & Co	N/A	—	79,561	-79,561	-100%	$1.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	75,899	-75,899	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	69,060	-69,060	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	67,812	-67,812	-100%	$1.7M	—	—	—
Private Advisor Group, LLC	N/A	—	62,809	-62,809	-100%	$1.5M	—	—	—
SEI Investments Co	N/A	—	61,121	-61,121	-100%	$1.5M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	55,180	-55,180	-100%	$1.3M	—	—	—
Strategic Financial Concepts, LLC	N/A	—	51,707	-51,707	-100%	$1.3M	—	—	—
&partners	N/A	—	50,602	-50,602	-100%	$1.2M	—	—	—
Goldstone Financial Group, LLC	N/A	—	39,790	-39,790	-100%	$972.5K	—	—	—
Stifel Financial Corp	N/A	—	39,686	-39,686	-100%	$970.0K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	35,336	-35,336	-100%	$863.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	33,754	-33,754	-100%	$825.0K	—	—	—
Kovack Advisors, Inc.	N/A	—	31,473	-31,473	-100%	$765.1K	—	—	—
Wealthspire Advisors, LLC	N/A	—	23,804	-23,804	-100%	$581.8K	—	—	—
HighTower Advisors, LLC	N/A	—	22,798	-22,798	-100%	$557.2K	—	—	—
Founders Financial Alliance, LLC	N/A	—	22,607	-22,607	-100%	$552.5K	—	—	—
National Bank of Canada	N/A	—	19,500	-19,500	-100%	$459.8K	—	—	—
Mutual Advisors, LLC	N/A	—	18,652	-18,652	-100%	$455.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,166	-15,166	-100%	$371.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	14,571	-14,571	-100%	$356.1K	—	—	—
Resolute Capital, LLC	N/A	—	13,526	-13,526	-100%	$330.6K	—	—	—
AQR Capital Management LLC	N/A	—	13,092	-13,092	-100%	$320.0K	—	—	—
Western Wealth Management, LLC	N/A	—	12,949	-12,949	-100%	$316.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	12,854	-12,854	-100%	$314.2K	—	—	—
Focus Partners Wealth	N/A	—	12,154	-12,154	-100%	$297.1K	—	—	—
HRT Financial LP	N/A	—	12,044	-12,044	-100%	$294.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,444	-11,444	-100%	$279.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,127	-11,127	-100%	$272.0K	—	—	—
Advisory Services Network, LLC	N/A	—	9,879	-9,879	-100%	$241.5K	—	—	—
FMR LLC	N/A	—	8,783	-8,783	-100%	$214.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,781	-8,781	-100%	$214.6K	—	—	—
Klcm Advisors, Inc.	N/A	—	8,530	-8,530	-100%	$208.5K	—	—	—
Harbour Investments, Inc.	N/A	—	7,935	-7,935	-100%	$193.9K	—	—	—
Crews Bank & Trust	N/A	—	6,115	-6,115	-100%	$149.5K	—	—	—
IFG Advisory, LLC	N/A	—	4,706	-4,706	-100%	$115.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,757	-2,757	-100%	$67.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,640	-2,640	-100%	$64.5K	—	—	—
SSA Swiss Advisors AG	N/A	—	2,441	-2,441	-100%	$59.7K	—	—	—
SouthState Bank Corp	N/A	—	2,333	-2,333	-100%	$57.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,418	-1,418	-100%	$34.7K	—	—	—
SHP Wealth Management	N/A	—	1,237	-1,237	-100%	$30.2K	—	—	—
BFC Planning, Inc.	N/A	—	1,166	-1,166	-100%	$28.5K	—	—	—
Kerr Financial Planning Corp	N/A	—	1,104	-1,104	-100%	$27.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	685	-685	-100%	$16.8K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	666	-666	-100%	$16.3K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	666	-666	-100%	$16.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	660	-660	-100%	$16.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	618	-618	-100%	$15.1K	—	—	—
Dunhill Financial, LLC	N/A	—	355	-355	-100%	$8.7K	—	—	—
Group One Trading LLC	N/A	—	300	-300	-100%	$7.3K	—	—	—
Capital Analysts, LLC	N/A	—	266	-266	-100%	$7	—	—	—
Vanguard Advisers Inc	N/A	—	194	-194	-100%	$4.7K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	150	-150	-100%	$3.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	22	-22	-100%	$538	—	—	—

Showing 129 of 129 institutions