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Goldman Sachs Ultra Short BO (GSST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,491,267 from 1,923,139
Change+568,128 (+30%)
Value$125.7M (+$28.4M)
Filed 2026-11-06
Patten & Patten Inc
DECREASED
Shares988,754 from 1,016,204
Change-27,450 (-3%)
Value$49.9M (-$1.5M)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares782,026 from 816,573
Change-34,547 (-4%)
Value$39.5M (-$1.8M)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares364,251 from 408,736
Change-44,485 (-11%)
Value$18.4M (-$2.3M)
Filed 2026-10-28
Wincap Financial LLC
INCREASED
Shares362,245 from 288,174
Change+74,071 (+26%)
Value$18.3M (+$3.7M)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares350,965 from 322,583
Change+28,382 (+9%)
Value$17.7M (+$1.4M)
Filed 2026-10-23
Andrews Advisory Associates, LLC
INCREASED
Shares329,968 from 316,226
Change+13,742 (+4%)
Value$16.7M (+$657.0K)
Filed 2026-10-15
Sage Rhino Capital LLC
INCREASED
Shares198,668 from 175,621
Change+23,047 (+13%)
Value$10.0M (+$1.1M)
Filed 2026-10-28
Mainstream Capital Management LLC
INCREASED
Shares189,302 from 187,377
Change+1,925 (+1%)
Value$9.6M (+$75.6K)
Filed 2026-10-23
Cassia Capital Partners, LLC
DECREASED
Shares184,179 from 187,391
Change-3,212 (-2%)
Value$9.3M (-$183.6K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
NEW
Shares177,007
Change+177,007
Value$8.9M
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares173,702 from 8,960
Change+164,742 (+1839%)
Value$8.8M (+$8.3M)
Filed 2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED
Shares143,566 from 142,452
Change+1,114 (+1%)
Value$7.2M (+$39.8K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
DECREASED
Shares120,368 from 128,768
Change-8,400 (-7%)
Value$6.1M (-$438.7K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
NEW
Shares107,226
Change+107,226
Value$5.4M
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares100,890 from 90,977
Change+9,913 (+11%)
Value$5.1M (+$489.8K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares98,357 from 81,581
Change+16,776 (+21%)
Value$5.0M (+$842.4K)
Filed 2026-10-29
Providence Financial Advisors, LLC
DECREASED
Shares88,050 from 665,670
Change-577,620 (-87%)
Value$4.4M (-$29.2M)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares74,152 from 87,691
Change-13,539 (-15%)
Value$3.7M (-$693.3K)
Filed 2026-10-14
G&S Capital LLC
DECREASED
Shares72,035 from 75,562
Change-3,527 (-5%)
Value$3.6M (-$186.7K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares66,277 from 41,708
Change+24,569 (+59%)
Value$3.3M (+$1.2M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares63,733 from 94,092
Change-30,359 (-32%)
Value$3.2M (-$1.5M)
Filed 2026-11-02
Wagner Wealth Management, LLC
DECREASED
Shares59,463 from 60,311
Change-848 (-1%)
Value$3.0M (-$49.7K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares50,760 from 36,136
Change+14,624 (+40%)
Value$2.6M (+$731.8K)
Filed 2026-10-13
Jeter Robert S II
DECREASED
Shares45,412 from 54,271
Change-8,859 (-16%)
Value$2.3M (-$450.2K)
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares42,936 from 33,843
Change+9,093 (+27%)
Value$2.2M (+$454.9K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares38,466 from 42,554
Change-4,088 (-10%)
Value$1.9M (-$211.2K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares31,921 from 11,285
Change+20,636 (+183%)
Value$1.6M (+$1.0M)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares30,358 from 27,735
Change+2,623 (+9%)
Value$1.5M (+$129.2K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares29,154
Change+29,154
Value$1.5M
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares28,936 from 24,645
Change+4,291 (+17%)
Value$1.5M (+$213.7K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares28,630 from 16,700
Change+11,930 (+71%)
Value$1.4M (+$600.2K)
Filed 2026-10-13
Avalon Capital Management
INCREASED
Shares27,616 from 25,641
Change+1,975 (+8%)
Value$1.4M (+$96.7K)
Filed 2026-11-04
Alessandra Capital Management, LLC
DECREASED
Shares26,100 from 27,280
Change-1,180 (-4%)
Value$1.3M (-$62.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares25,292 from 26,891
Change-1,599 (-6%)
Value$1.3M (-$83.8K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares22,769 from 22,421
Change+348 (+2%)
Value$1.1M (+$15.0K)
Filed 2026-10-22
Channel Wealth LLC
DECREASED
Shares19,110 from 22,210
Change-3,100 (-14%)
Value$964.3K (-$159.0K)
Filed 2026-11-06
Regatta Capital Group, LLC
DECREASED
Shares18,997 from 21,702
Change-2,705 (-12%)
Value$958.6K (-$139.0K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares16,480 from 10,500
Change+5,980 (+57%)
Value$831.6K (+$300.5K)
Filed 2026-10-16
Waterway Wealth Management, LLC
DECREASED
Shares16,452 from 18,094
Change-1,642 (-9%)
Value$79.7K (-$83.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,899 from 8,076
Change+6,823 (+84%)
Value$752.0K (+$344.0K)
Filed 2026-11-02
Burford Brothers, Inc.
DECREASED
Shares13,567 from 13,577
Change-10 (0%)
Value$684.6K (-$2.1K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
DECREASED
Shares13,488 from 26,402
Change-12,914 (-49%)
Value$680.6K (-$654.7K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares13,430 from 13,705
Change-275 (-2%)
Value$676.5K (-$16.7K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares13,418 from 6,300
Change+7,118 (+113%)
Value$677.1K (+$358.4K)
Filed 2026-10-14
Beacon Financial Advisory LLC
NEW
Shares12,390
Change+12,390
Value$625.2K
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares12,036 from 14,070
Change-2,034 (-14%)
Value$607.3K (-$104.2K)
Filed 2026-10-08
Truist Financial Corp
DECREASED
Shares11,320 from 11,383
Change-63 (-1%)
Value$571.2K (-$4.5K)
Filed 2026-10-30
Atwood & Palmer Inc
UNCHANGED
Shares10,558 from 10,558
Change0 (0%)
Value$532.8K (-$1.2K)
Filed 2026-10-08
Atlas Brown,Inc.
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$529.8K (-$1.2K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares10,456 from 10,367
Change+89 (+1%)
Value$527.6K (+$3.3K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares9,481 from 11,797
Change-2,316 (-20%)
Value$478.4K (-$118.2K)
Filed 2026-11-02
GKV Capital Management Co., Inc.
INCREASED
Shares9,165 from 4,219
Change+4,946 (+117%)
Value$462.5K (+$249.1K)
Filed 2026-11-06
Ignite Planners, LLC
DECREASED
Shares8,793 from 77,305
Change-68,512 (-89%)
Value$443.7K (-$3.4M)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares8,500 from 13,773
Change-5,273 (-38%)
Value$428.9K (-$267.7K)
Filed 2026-10-21
SFG Wealth Management, Llc.
INCREASED
Shares8,354 from 8,306
Change+48 (+1%)
Value$421.6K (+$1.5K)
Filed 2026-10-23
Register Financial Advisors LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$408.7K (-$932)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares7,776 from 6,576
Change+1,200 (+18%)
Value$392.0K (+$391.7K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares7,723
Change+7,723
Value$389.0K
Filed 2026-11-03
Elmwood Wealth Management, Inc.
DECREASED
Shares7,454 from 7,455
Change-1 (0%)
Value$376.1K (-$908)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares7,414 from 7,065
Change+349 (+5%)
Value$374.1K (+$16.8K)
Filed 2026-10-08
Prospera Financial Services Inc
NEW
Shares7,132
Change+7,132
Value$360.3K
Filed 2026-11-04
Lionsbridge Wealth Management LLC
DECREASED
Shares6,760 from 11,657
Change-4,897 (-42%)
Value$341.1K (-$248.4K)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
UNCHANGED
Shares6,689 from 6,689
Change0 (0%)
Value$337.5K (-$770)
Filed 2026-11-06
CGN Advisors LLC
NEW
Shares6,278
Change+6,278
Value$316.8K
Filed 2026-10-21
Three Seasons Wealth, LLC
DECREASED
Shares5,627 from 150,598
Change-144,971 (-96%)
Value$284.0K (-$7.3M)
Filed 2026-11-03
Howard Wealth Management, LLC
DECREASED
Shares5,232 from 5,373
Change-141 (-3%)
Value$264.0K (-$7.7K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares4,863 from 4,866
Change-3 (0%)
Value$245.4K (-$711)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares4,764 from 5,231
Change-467 (-9%)
Value$240.4K (-$24.2K)
Filed 2026-10-21
North Forty Two & Co.
DECREASED
Shares4,751 from 4,851
Change-100 (-2%)
Value$239.7K (-$5.6K)
Filed 2026-10-19
Soltis Investment Advisors LLC
NEW
Shares4,703
Change+4,703
Value$237.3K
Filed 2026-10-28
Trademark Financial Management, LLC
DECREASED
Shares4,179 from 4,386
Change-207 (-5%)
Value$210.9K (-$11.0K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares1,991 from 2,046
Change-55 (-3%)
Value$100.5K (-$3.0K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$99.3K (-$226)
Filed 2026-10-20
StrongBox Wealth, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$58.2K (-$133)
Filed 2026-11-02
Financial Management Professionals, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.2K (-$58)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$23.5K (-$54)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$366 (+$3)
Filed 2026-10-22
Inscription Capital, LLC
CLOSED
Shares0 from 101,212
Change-101,212 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-02
Integrity Alliance, Llc.
CLOSED
Shares0 from 21,123
Change-21,123 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 10,928
Change-10,928 (-100%)
Value$0 (-$552.7K)
Filed 2026-11-06
Private Wealth Partners, LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-22
Tectonic Advisors LLC
CLOSED
Shares0 from 4,099
Change-4,099 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 2,332,813
Change-2,332,813 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,635,196
Change-1,635,196 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,485,835
Change-1,485,835 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,246,547
Change-1,246,547 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 938,819
Change-938,819 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 905,991
Change-905,991 (-100%)
Value—
UBS Group AG
N/A
Shares— from 730,893
Change-730,893 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 608,555
Change-608,555 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 540,585
Change-540,585 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 465,485
Change-465,485 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 429,980
Change-429,980 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 341,312
Change-341,312 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 203,994
Change-203,994 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 171,465
Change-171,465 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 168,924
Change-168,924 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 164,299
Change-164,299 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 154,997
Change-154,997 (-100%)
Value—
Betterment LLC
N/A
Shares— from 129,429
Change-129,429 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 97,918
Change-97,918 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 96,046
Change-96,046 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 91,317
Change-91,317 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 87,989
Change-87,989 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 83,123
Change-83,123 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 83,000
Change-83,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 78,942
Change-78,942 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,800
Change-73,800 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 68,699
Change-68,699 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 66,172
Change-66,172 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 65,780
Change-65,780 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,076
Change-63,076 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 59,751
Change-59,751 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 57,312
Change-57,312 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 51,214
Change-51,214 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,293
Change-50,293 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 49,345
Change-49,345 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 47,801
Change-47,801 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,276
Change-40,276 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,352
Change-36,352 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 35,313
Change-35,313 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,363
Change-33,363 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,040
Change-33,040 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 32,312
Change-32,312 (-100%)
Value—
Stephens Inc
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,419
Change-24,419 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,573
Change-23,573 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,444
Change-16,444 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 12,542
Change-12,542 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 11,875
Change-11,875 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
&partners
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Blair William & Co
N/A
Shares— from 326
Change-326 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 86
Change-86 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED2,491,2671,923,139+568,128+30%$97.3M$125.7M+$28.4M2026-11-06
Patten & Patten Inc
DECREASED988,7541,016,204-27,450-3%$51.4M$49.9M-$1.5M2026-10-26
Amplius Wealth Advisors, LLC
DECREASED782,026816,573-34,547-4%$41.3M$39.5M-$1.8M2026-10-20
Avestar Capital, LLC
DECREASED364,251408,736-44,485-11%$20.7M$18.4M-$2.3M2026-10-28
Wincap Financial LLC
INCREASED362,245288,174+74,071+26%$14.6M$18.3M+$3.7M2026-10-20
Alpha Omega Wealth Management LLC
INCREASED350,965322,583+28,382+9%$16.3M$17.7M+$1.4M2026-10-23
Andrews Advisory Associates, LLC
INCREASED329,968316,226+13,742+4%$16.0M$16.7M+$657.0K2026-10-15
Sage Rhino Capital LLC
INCREASED198,668175,621+23,047+13%$8.9M$10.0M+$1.1M2026-10-28
Mainstream Capital Management LLC
INCREASED189,302187,377+1,925+1%$9.5M$9.6M+$75.6K2026-10-23
Cassia Capital Partners, LLC
DECREASED184,179187,391-3,212-2%$9.5M$9.3M-$183.6K2026-11-04
Beaumont Financial Advisors, LLC
NEW177,007—+177,007——$8.9M—2026-10-22
Sowell Financial Services LLC
INCREASED173,7028,960+164,742+1839%$453.2K$8.8M+$8.3M2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED143,566142,452+1,114+1%$7.2M$7.2M+$39.8K2026-10-13
Adell Harriman & Carpenter Inc
DECREASED120,368128,768-8,400-7%$6.5M$6.1M-$438.7K2026-11-02
Elevation Point Wealth Partners, LLC
NEW107,226—+107,226——$5.4M—2026-11-05
Fifth Third Securities, Inc.
INCREASED100,89090,977+9,913+11%$4.6M$5.1M+$489.8K2026-10-21
ARQ Wealth Advisors, LLC
INCREASED98,35781,581+16,776+21%$4.1M$5.0M+$842.4K2026-10-29
Providence Financial Advisors, LLC
DECREASED88,050665,670-577,620-87%$33.7M$4.4M-$29.2M2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED74,15287,691-13,539-15%$4.4M$3.7M-$693.3K2026-10-14
G&S Capital LLC
DECREASED72,03575,562-3,527-5%$3.8M$3.6M-$186.7K2026-10-23
MGO One Seven LLC
INCREASED66,27741,708+24,569+59%$2.1M$3.3M+$1.2M2026-10-28
Commonwealth Equity Services, LLC
DECREASED63,73394,092-30,359-32%$4.8M$3.2M-$1.5M2026-11-02
Wagner Wealth Management, LLC
DECREASED59,46360,311-848-1%$3.1M$3.0M-$49.7K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED50,76036,136+14,624+40%$1.8M$2.6M+$731.8K2026-10-13
Jeter Robert S II
DECREASED45,41254,271-8,859-16%$2.7M$2.3M-$450.2K2026-10-16
Heck Capital Advisors, LLC
INCREASED42,93633,843+9,093+27%$1.7M$2.2M+$454.9K2026-10-14
Signature Equity Partners, LLC
DECREASED38,46642,554-4,088-10%$2.2M$1.9M-$211.2K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED31,92111,285+20,636+183%$570.7K$1.6M+$1.0M2026-10-08
Davenport & Co LLC
INCREASED30,35827,735+2,623+9%$1.4M$1.5M+$129.2K2026-10-14
Ascentis Independent Advisors
NEW29,154—+29,154——$1.5M—2026-11-03
Axxcess Wealth Management, LLC
INCREASED28,93624,645+4,291+17%$1.2M$1.5M+$213.7K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED28,63016,700+11,930+71%$844.4K$1.4M+$600.2K2026-10-13
Avalon Capital Management
INCREASED27,61625,641+1,975+8%$1.3M$1.4M+$96.7K2026-11-04
Alessandra Capital Management, LLC
DECREASED26,10027,280-1,180-4%$1.4M$1.3M-$62.7K2026-10-30
Kestra Advisory Services, LLC
DECREASED25,29226,891-1,599-6%$1.4M$1.3M-$83.8K2026-11-02
Perigon Wealth Management, LLC
INCREASED22,76922,421+348+2%$1.1M$1.1M+$15.0K2026-10-22
Channel Wealth LLC
DECREASED19,11022,210-3,100-14%$1.1M$964.3K-$159.0K2026-11-06
Regatta Capital Group, LLC
DECREASED18,99721,702-2,705-12%$1.1M$958.6K-$139.0K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED16,48010,500+5,980+57%$531.0K$831.6K+$300.5K2026-10-16
Waterway Wealth Management, LLC
DECREASED16,45218,094-1,642-9%$163.1K$79.7K-$83.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED14,8998,076+6,823+84%$408.0K$752.0K+$344.0K2026-11-02
Burford Brothers, Inc.
DECREASED13,56713,577-100%$686.7K$684.6K-$2.1K2026-10-21
Blue Line Capital, LLC / IL
DECREASED13,48826,402-12,914-49%$1.3M$680.6K-$654.7K2026-11-04
AdvisorNet Financial, Inc
DECREASED13,43013,705-275-2%$693.1K$676.5K-$16.7K2026-10-15
XY Planning Network, Inc.
INCREASED13,4186,300+7,118+113%$318.6K$677.1K+$358.4K2026-10-14
Beacon Financial Advisory LLC
NEW12,390—+12,390——$625.2K—2026-10-16
Farther Finance Advisors, LLC
DECREASED12,03614,070-2,034-14%$711.6K$607.3K-$104.2K2026-10-08
Truist Financial Corp
DECREASED11,32011,383-63-1%$575.7K$571.2K-$4.5K2026-10-30
Atwood & Palmer Inc
UNCHANGED10,55810,55800%$534.0K$532.8K-$1.2K2026-10-08
Atlas Brown,Inc.
UNCHANGED10,50010,50000%$531.0K$529.8K-$1.2K2026-10-09
Fifth Third Bancorp
INCREASED10,45610,367+89+1%$524.3K$527.6K+$3.3K2026-11-05
Creative Planning
DECREASED9,48111,797-2,316-20%$596.6K$478.4K-$118.2K2026-11-02
GKV Capital Management Co., Inc.
INCREASED9,1654,219+4,946+117%$213.4K$462.5K+$249.1K2026-11-06
Ignite Planners, LLC
DECREASED8,79377,305-68,512-89%$3.9M$443.7K-$3.4M2026-10-14
Procyon Advisors, LLC
DECREASED8,50013,773-5,273-38%$696.6K$428.9K-$267.7K2026-10-21
SFG Wealth Management, Llc.
INCREASED8,3548,306+48+1%$420.1K$421.6K+$1.5K2026-10-23
Register Financial Advisors LLC
UNCHANGED8,1008,10000%$409.7K$408.7K-$9322026-10-23
Capital Advisors, Ltd. LLC
INCREASED7,7766,576+1,200+18%$333$392.0K+$391.7K2026-10-27
M Holdings Securities, Inc.
NEW7,723—+7,723——$389.0K—2026-11-03
Elmwood Wealth Management, Inc.
DECREASED7,4547,455-10%$377.0K$376.1K-$9082026-10-14
CoreCap Advisors, LLC
INCREASED7,4147,065+349+5%$357.3K$374.1K+$16.8K2026-10-08
Prospera Financial Services Inc
NEW7,132—+7,132——$360.3K—2026-11-04
Lionsbridge Wealth Management LLC
DECREASED6,76011,657-4,897-42%$589.5K$341.1K-$248.4K2026-10-26
Clearwater Capital Advisors, LLC
UNCHANGED6,6896,68900%$338.3K$337.5K-$7702026-11-06
CGN Advisors LLC
NEW6,278—+6,278——$316.8K—2026-10-21
Three Seasons Wealth, LLC
DECREASED5,627150,598-144,971-96%$7.6M$284.0K-$7.3M2026-11-03
Howard Wealth Management, LLC
DECREASED5,2325,373-141-3%$271.8K$264.0K-$7.7K2026-10-28
Focused Alpha, LLC
DECREASED4,8634,866-30%$246.1K$245.4K-$7112026-10-20
Assetmark, Inc
DECREASED4,7645,231-467-9%$264.6K$240.4K-$24.2K2026-10-21
North Forty Two & Co.
DECREASED4,7514,851-100-2%$245.3K$239.7K-$5.6K2026-10-19
Soltis Investment Advisors LLC
NEW4,703—+4,703——$237.3K—2026-10-28
Trademark Financial Management, LLC
DECREASED4,1794,386-207-5%$221.8K$210.9K-$11.0K2026-10-23
Golden State Wealth Management, LLC
DECREASED1,9912,046-55-3%$103.5K$100.5K-$3.0K2026-11-02
Private Trust Co NA
UNCHANGED1,9671,96700%$99.5K$99.3K-$2262026-10-20
StrongBox Wealth, LLC
UNCHANGED1,1541,15400%$58.4K$58.2K-$1332026-11-02
Financial Management Professionals, Inc.
UNCHANGED50050000%$25.3K$25.2K-$582026-10-23
Mascoma Wealth Management LLC
UNCHANGED46646600%$23.6K$23.5K-$542026-10-23
Barrett & Company, Inc.
UNCHANGED7700%$363$366+$32026-10-22
Inscription Capital, LLC
CLOSED0101,212-101,212-100%$5.1M$0-$5.1M2026-11-02
Integrity Alliance, Llc.
CLOSED021,123-21,123-100%$1.1M$0-$1.1M2026-10-29
Kestra Private Wealth Services, LLC
CLOSED010,928-10,928-100%$552.7K$0-$552.7K2026-11-06
Private Wealth Partners, LLC
CLOSED04,500-4,500-100%$227.6K$0-$227.6K2026-10-22
Tectonic Advisors LLC
CLOSED04,099-4,099-100%$207.3K$0-$207.3K2026-10-22
EverSource Wealth Advisors, LLC
CLOSED0316-316-100%$16.0K$0-$16.0K2026-11-04
Morgan Stanley
N/A—2,332,813-2,332,813-100%$118.0M———
Goldman Sachs Group Inc
N/A—1,635,196-1,635,196-100%$82.7M———
Raymond James Financial Inc
N/A—1,485,835-1,485,835-100%$75.1M———
Focus Partners Wealth
N/A—1,246,547-1,246,547-100%$63.0M———
Wells Fargo & Company
N/A—938,819-938,819-100%$47.5M———
Kensington Asset Management, LLC
N/A—905,991-905,991-100%$45.8M———
UBS Group AG
N/A—730,893-730,893-100%$37.0M———
Spinnaker Trust
N/A—608,555-608,555-100%$30.8M———
McGowan Group Asset Management, Inc.
N/A—540,585-540,585-100%$27.3M———
Proficio Capital Partners LLC
N/A—465,485-465,485-100%$23.5M———
FreeGulliver LLC
N/A—429,980-429,980-100%$21.7M———
One Capital Management, LLC
N/A—341,312-341,312-100%$17.3M———
Fortis Capital Management LLC
N/A—203,994-203,994-100%$10.3M———
Tiemann Investment Advisors, LLC
N/A—171,465-171,465-100%$8.7M———
Northwestern Mutual Wealth Management Co
N/A—168,924-168,924-100%$8.5M———
Frazier Financial Advisors, LLC
N/A—164,299-164,299-100%$8.3M———
Ethos Financial Group, LLC
N/A—154,997-154,997-100%$7.8M———
Betterment LLC
N/A—129,429-129,429-100%$6.5M———
Quantinno Capital Management LP
N/A—97,918-97,918-100%$5.0M———
Burnham & Co LLC
N/A—96,046-96,046-100%$4.9M———
HighTower Advisors, LLC
N/A—91,317-91,317-100%$4.6M———
Sanctuary Advisors, LLC
N/A—87,989-87,989-100%$4.5M———
Private Advisor Group, LLC
N/A—83,123-83,123-100%$4.2M———
IHT Wealth Management, LLC
N/A—83,000-83,000-100%$4.2M———
Mariner, LLC
N/A—78,942-78,942-100%$4.0M———
MML Investors Services, LLC
N/A—73,800-73,800-100%$3.7M———
Captrust Financial Advisors
N/A—68,699-68,699-100%$3.5M———
Berger Financial Group, Inc
N/A—66,172-66,172-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—65,780-65,780-100%$3.3M———
Royal Bank of Canada
N/A—63,076-63,076-100%$3.2M———
Retirement Capital Strategies
N/A—59,751-59,751-100%$3.0M———
Inspire Advisors, LLC
N/A—57,312-57,312-100%$2.9M———
United Capital Financial Advisors, LLC
N/A—51,214-51,214-100%$2.6M———
Stifel Financial Corp
N/A—50,293-50,293-100%$2.5M———
Wills Financial Group LLC
N/A—49,345-49,345-100%$2.5M———
Barnes Wealth Management Group, Inc
N/A—47,801-47,801-100%$2.4M———
Osaic Holdings, Inc.
N/A—40,276-40,276-100%$2.0M———
NewEdge Advisors, LLC
N/A—36,352-36,352-100%$1.8M———
AQR Capital Management LLC
N/A—35,313-35,313-100%$1.8M———
Envestnet Asset Management Inc
N/A—33,363-33,363-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—33,040-33,040-100%$1.7M———
Global Retirement Partners, LLC
N/A—32,312-32,312-100%$1.6M———
Stephens Inc
N/A—27,068-27,068-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—24,419-24,419-100%$1.2M———
Cresset Asset Management, LLC
N/A—23,620-23,620-100%$1.2M———
Cetera Investment Advisers
N/A—23,573-23,573-100%$1.2M———
Brio Consultants, LLC
N/A—20,175-20,175-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—19,800-19,800-100%$1.0M———
Principal Securities, Inc.
N/A—16,690-16,690-100%$844.1K———
Focus Partners Advisor Solutions, LLC
N/A—16,444-16,444-100%$831.7K———
Waverly Advisors, LLC
N/A—15,565-15,565-100%$787.2K———
Brookwood Investment Group LLC
N/A—15,374-15,374-100%$777.5K———
Pinnacle Financial Partners, Inc.
N/A—14,127-14,127-100%$714.5K———
Everest Private Wealth
N/A—12,542-12,542-100%$634.3K———
Rock Point Advisors, LLC
N/A—11,875-11,875-100%$600.6K———
TRU Independence Asset Management 2, LLC
N/A—9,462-9,462-100%$478.5K———
Ameriprise Financial Inc
N/A—9,392-9,392-100%$475.0K———
Cerity Partners LLC
N/A—8,736-8,736-100%$441.8K———
Integrated Wealth Concepts LLC
N/A—8,076-8,076-100%$408.4K———
Synergy Financial Group, LTD
N/A—7,498-7,498-100%$379.2K———
Eldridge Investment Advisors, Inc.
N/A—7,330-7,330-100%$370.7K———
Regal Investment Advisors LLC
N/A—7,109-7,109-100%$359.5K———
Navalign, LLC
N/A—6,132-6,132-100%$310.1K———
Janney Montgomery Scott LLC
N/A—6,103-6,103-100%$309.0K———
Advisory Alpha, LLC
N/A—5,500-5,500-100%$278.2K———
Vision Retirement, LLC
N/A—5,260-5,260-100%$266.0K———
&partners
N/A—4,436-4,436-100%$224.4K———
Susquehanna International Group, LLP
N/A—4,329-4,329-100%$218.9K———
World Investment Advisors
N/A—4,272-4,272-100%$216.0K———
Summit Financial, LLC
N/A—4,060-4,060-100%$205.3K———
EP Wealth Advisors, LLC
N/A—3,958-3,958-100%$200.2K———
TD Capital Management LLC
N/A—3,237-3,237-100%$163.7K———
Rockefeller Capital Management L.P.
N/A—2,907-2,907-100%$147.0K———
Wellington-Altus USA Inc.
N/A—2,275-2,275-100%$115.0K———
JPMorgan Chase & Co
N/A—2,065-2,065-100%$104.4K———
Graney & King, LLC
N/A—1,620-1,620-100%$81.9K———
Meramec Financial Planners, LLC
N/A—1,108-1,108-100%$56.0K———
Blair William & Co
N/A—326-326-100%$16.5K———
Tower Research Capital LLC (TRC)
N/A—86-86-100%$4.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—80-80-100%$4.1K———
BFC Planning, Inc.
N/A—80-80-100%$4.1K———
Financial Gravity Companies, Inc.
N/A—71-71-100%$3.6K———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$368———
Hantz Financial Services, Inc.
N/A—3-3-100%$0———
Strategic Wealth Partners, Ltd.
N/A—00—$22———
Showing 169 of 169 institutions