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Goldman Sachs EQL Wght Large (GSEW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CKW Financial Group
INCREASED
Shares503,694 from 496,522
Change+7,172 (+1%)
Value$47.2M (+$230.0K)
Filed 2026-10-29
Great Lakes Retirement, Inc.
DECREASED
Shares428,596 from 430,220
Change-1,624 (0%)
Value$39.9M (-$726.9K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares234,712 from 225,517
Change+9,195 (+4%)
Value$21.8M (+$553.7K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares188,823 from 2,302
Change+186,521 (+8103%)
Value$17.6M (+$17.4M)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares161,360 from 155,012
Change+6,348 (+4%)
Value$15.0M (+$383.1K)
Filed 2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED
Shares136,090 from 126,937
Change+9,153 (+7%)
Value$12.7M (+$681.9K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares101,836 from 98,211
Change+3,625 (+4%)
Value$9.5M (+$205.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares95,726 from 91,808
Change+3,918 (+4%)
Value$8.9M (+$241.7K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares93,556 from 86,937
Change+6,619 (+8%)
Value$8.7M (+$499.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares87,042 from 70,918
Change+16,124 (+23%)
Value$8.3M (+$1.5M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares83,889 from 83,924
Change-35 (0%)
Value$7.8M (-$115.7K)
Filed 2026-11-02
Parsons Capital Management Inc
INCREASED
Shares75,712 from 68,506
Change+7,206 (+11%)
Value$7.0M (+$578.9K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares71,991 from 73,837
Change-1,846 (-2%)
Value$6.7M (-$270.8K)
Filed 2026-11-04
Wilkins Miller Wealth Management, LLC
INCREASED
Shares59,613 from 58,410
Change+1,203 (+2%)
Value$5.5M (+$33.8K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares57,149 from 58,799
Change-1,650 (-3%)
Value$5.3M (-$232.4K)
Filed 2026-10-21
First Interstate Bank
DECREASED
Shares53,963 from 54,987
Change-1,024 (-2%)
Value$5.0M (-$169.0K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares53,299 from 49,456
Change+3,843 (+8%)
Value$5.0M (+$291.4K)
Filed 2026-11-03
Kathmere Capital Management, LLC
UNCHANGED
Shares47,484 from 47,484
Change0 (0%)
Value$4.4M (-$63.6K)
Filed 2026-10-20
Valicenti Advisory Services Inc
INCREASED
Shares39,514 from 38,003
Change+1,511 (+4%)
Value$3.7M (+$3.7M)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares37,204 from 37,335
Change-131 (0%)
Value$3.5M (-$62.2K)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares35,227
Change+35,227
Value$3.3M
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares35,065 from 39,350
Change-4,285 (-11%)
Value$3.3M (-$451.6K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares33,655 from 29,555
Change+4,100 (+14%)
Value$3.1M (+$342.0K)
Filed 2026-10-26
Nautilus Advisors LLC
DECREASED
Shares30,110 from 30,231
Change-121 (0%)
Value$2.8M (-$72.3K)
Filed 2026-10-07
Virtue Capital Management, LLC
INCREASED
Shares29,817 from 19,548
Change+10,269 (+53%)
Value$2.8M (+$929.7K)
Filed 2026-10-29
Absolute Capital Management, LLC
UNCHANGED
Shares27,700 from 27,700
Change0 (0%)
Value$2.6M (-$37.1K)
Filed 2026-10-16
Retireful, LLC
NEW
Shares27,185
Change+27,185
Value$2.5M
Filed 2026-10-09
Private Client Services, LLC
NEW
Shares26,851
Change+26,851
Value$2.5M
Filed 2026-10-02
Kestra Advisory Services, LLC
INCREASED
Shares26,549 from 22,002
Change+4,547 (+21%)
Value$2.5M (+$393.8K)
Filed 2026-11-02
Firestone Capital Management
INCREASED
Shares25,055 from 21,203
Change+3,852 (+18%)
Value$2.3M (+$330.2K)
Filed 2026-11-03
Hanseatic Management Services Inc
DECREASED
Shares24,970 from 25,814
Change-844 (-3%)
Value$2.3M (-$113.2K)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares24,543 from 20,750
Change+3,793 (+18%)
Value$2.3M (+$325.2K)
Filed 2026-10-09
Noble Wealth Management PBC
DECREASED
Shares22,546 from 22,587
Change-41 (0%)
Value$2.1M (-$34.1K)
Filed 2026-10-01
Rosenberg Matthew Hamilton
INCREASED
Shares19,278 from 15,641
Change+3,637 (+23%)
Value$1.8M (+$317.6K)
Filed 2026-10-05
Security National Bank
INCREASED
Shares18,713 from 16,021
Change+2,692 (+17%)
Value$1.7M (+$229.1K)
Filed 2026-10-26
HUB Investment Partners, LLC
NEW
Shares16,439
Change+16,439
Value$1.5M
Filed 2026-11-03
Mendel Money Management
INCREASED
Shares14,997 from 12,169
Change+2,828 (+23%)
Value$1.4M (+$246.9K)
Filed 2026-11-02
Ocean Park Asset Management, LLC
NEW
Shares13,616
Change+13,616
Value$1.3M
Filed 2026-10-21
Exchange Traded Concepts, LLC
NEW
Shares13,616
Change+13,616
Value$1.3M
Filed 2026-10-28
Legacy Private Trust Co.
DECREASED
Shares10,872 from 11,079
Change-207 (-2%)
Value$1.0M (-$34.1K)
Filed 2026-10-06
Princeton Global Asset Management LLC
INCREASED
Shares10,733 from 10,542
Change+191 (+2%)
Value$999.1K (+$3.7K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares10,455 from 3,368
Change+7,087 (+210%)
Value$973.1K (+$655.1K)
Filed 2026-10-09
Apollon Wealth Management, LLC
NEW
Shares8,532
Change+8,532
Value$794.1K
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares7,682
Change+7,682
Value$715.1K
Filed 2026-10-29
Central Pacific Bank - Trust Division
INCREASED
Shares7,679 from 6,876
Change+803 (+12%)
Value$714.8K (+$65.5K)
Filed 2026-10-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,262 from 11,522
Change-4,260 (-37%)
Value$676.0K (-$412.0K)
Filed 2026-11-02
Private Wealth Partners, LLC
UNCHANGED
Shares7,040 from 7,040
Change0 (0%)
Value$655.3K (-$9.4K)
Filed 2026-10-22
Pflug Koory, LLC
DECREASED
Shares6,666 from 7,260
Change-594 (-8%)
Value$620.5K (-$65.0K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
INCREASED
Shares6,115 from 6,092
Change+23 (+0%)
Value$569.2K (-$6.0K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,938 from 5,566
Change+372 (+7%)
Value$552.7K (+$27.1K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares5,925 from 1,148
Change+4,777 (+416%)
Value$551.5K (+$443.1K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED
Shares5,399 from 5,096
Change+303 (+6%)
Value$502.5K (+$21.4K)
Filed 2026-10-30
Oppenheimer & Co Inc
NEW
Shares4,872
Change+4,872
Value$453.5K
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
NEW
Shares4,648
Change+4,648
Value$432.6K
Filed 2026-10-20
Chapman Financial Group, LLC
NEW
Shares4,515
Change+4,515
Value$420.3K
Filed 2026-10-26
New England Capital Financial Advisors LLC
INCREASED
Shares3,594 from 2,988
Change+606 (+20%)
Value$334.6K (+$52.4K)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares3,399 from 3,521
Change-122 (-3%)
Value$316.4K (-$16.0K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares3,358 from 3,425
Change-67 (-2%)
Value$312.6K (-$10.8K)
Filed 2026-10-19
Blue Water Asset Management
INCREASED
Shares3,335 from 3,210
Change+125 (+4%)
Value$310.5K (+$7.4K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
NEW
Shares3,271
Change+3,271
Value$304.4K
Filed 2026-10-13
Accelerate Investment Advisors LLC
INCREASED
Shares3,270 from 3,268
Change+2 (+0%)
Value$304.4K (-$4.2K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares3,103 from 4,452
Change-1,349 (-30%)
Value$299.8K (-$120.7K)
Filed 2026-11-04
MGO One Seven LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$258.5K (-$3.7K)
Filed 2026-10-28
Sunpointe, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$256.0K (-$3.7K)
Filed 2026-10-22
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$249.5K (+$523)
Filed 2026-10-21
Summit Wealth Group LLC / Co
UNCHANGED
Shares2,527 from 2,527
Change0 (0%)
Value$235.2K (-$3.4K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
INCREASED
Shares2,293 from 2,289
Change+4 (+0%)
Value$213.5K (-$2.7K)
Filed 2026-10-22
Private Trust Co NA
NEW
Shares1,980
Change+1,980
Value$184.3K
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$167.8K (-$2.4K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$148.9K (-$2.1K)
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$127.4K (-$1.8K)
Filed 2026-10-20
Kelleher Financial Advisors
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$111.2K (-$1.6K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$44.3K (-$637)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares332 from 331
Change+1 (+0%)
Value$30.9K (-$317)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$27.9K (-$402)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares187
Change+187
Value$17.4K
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$14.9K (-$214)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$11.9K (-$172)
Filed 2026-10-21
1620 Investment Advisors, Inc.
INCREASED
Shares8 from 1
Change+7 (+700%)
Value$745 (+$651)
Filed 2026-11-04
Citigroup Inc
NEW
Shares1
Change+1
Value$93
Filed 2026-11-04
TrueWealth Advisors, LLC
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 1,528
Change-1,528 (-100%)
Value$0 (-$144.3K)
Filed 2026-11-03
Integrated Wealth Concepts LLC
N/A
Shares— from 1,217,488
Change-1,217,488 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,072,960
Change-1,072,960 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 897,742
Change-897,742 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 684,007
Change-684,007 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 672,889
Change-672,889 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 561,188
Change-561,188 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 523,041
Change-523,041 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 411,694
Change-411,694 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 363,366
Change-363,366 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 313,613
Change-313,613 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 305,636
Change-305,636 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 254,095
Change-254,095 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 236,489
Change-236,489 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 212,183
Change-212,183 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 195,825
Change-195,825 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 164,238
Change-164,238 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 145,523
Change-145,523 (-100%)
Value—
UBS Group AG
N/A
Shares— from 132,189
Change-132,189 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 118,491
Change-118,491 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 103,614
Change-103,614 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 100,593
Change-100,593 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 99,520
Change-99,520 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 97,732
Change-97,732 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 85,137
Change-85,137 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 83,054
Change-83,054 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 69,669
Change-69,669 (-100%)
Value—
Croban
N/A
Shares— from 68,719
Change-68,719 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 66,165
Change-66,165 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 58,995
Change-58,995 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,310
Change-56,310 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 49,755
Change-49,755 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 49,303
Change-49,303 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 44,421
Change-44,421 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,342
Change-40,342 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,566
Change-38,566 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,411
Change-38,411 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 36,880
Change-36,880 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 33,321
Change-33,321 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 32,639
Change-32,639 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 31,196
Change-31,196 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 31,061
Change-31,061 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,603
Change-29,603 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25,247
Change-25,247 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,077
Change-24,077 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,447
Change-23,447 (-100%)
Value—
&partners
N/A
Shares— from 22,996
Change-22,996 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 21,574
Change-21,574 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,767
Change-20,767 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,184
Change-19,184 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 17,869
Change-17,869 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,335
Change-14,335 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,869
Change-10,869 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 8,492
Change-8,492 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Central Trust Co
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 934
Change-934 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 360
Change-360 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 296
Change-296 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 208
Change-208 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 166
Change-166 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 153
Change-153 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 151
Change-151 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
CKW Financial Group
INCREASED503,694496,522+7,172+1%$47.0M$47.2M+$230.0K2026-10-29
Great Lakes Retirement, Inc.
DECREASED428,596430,220-1,6240%$40.6M$39.9M-$726.9K2026-10-26
IFP Advisors, Inc
INCREASED234,712225,517+9,195+4%$21.3M$21.8M+$553.7K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED188,8232,302+186,521+8103%$217.4K$17.6M+$17.4M2026-10-16
CoreCap Advisors, LLC
INCREASED161,360155,012+6,348+4%$14.6M$15.0M+$383.1K2026-10-08
Lineweaver Wealth Advisors, LLC
INCREASED136,090126,937+9,153+7%$12.0M$12.7M+$681.9K2026-10-13
Perigon Wealth Management, LLC
INCREASED101,83698,211+3,625+4%$9.3M$9.5M+$205.9K2026-10-22
Commonwealth Equity Services, LLC
INCREASED95,72691,808+3,918+4%$8.7M$8.9M+$241.7K2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED93,55686,937+6,619+8%$8.2M$8.7M+$499.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED87,04270,918+16,124+23%$6.7M$8.3M+$1.5M2026-10-13
Creative Planning
DECREASED83,88983,924-350%$7.9M$7.8M-$115.7K2026-11-02
Parsons Capital Management Inc
INCREASED75,71268,506+7,206+11%$6.5M$7.0M+$578.9K2026-10-28
AlphaCore Capital LLC
DECREASED71,99173,837-1,846-2%$7.0M$6.7M-$270.8K2026-11-04
Wilkins Miller Wealth Management, LLC
INCREASED59,61358,410+1,203+2%$5.5M$5.5M+$33.8K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED57,14958,799-1,650-3%$5.6M$5.3M-$232.4K2026-10-21
First Interstate Bank
DECREASED53,96354,987-1,024-2%$5.2M$5.0M-$169.0K2026-10-23
United Advisor Group, LLC
INCREASED53,29949,456+3,843+8%$4.7M$5.0M+$291.4K2026-11-03
Kathmere Capital Management, LLC
UNCHANGED47,48447,48400%$4.5M$4.4M-$63.6K2026-10-20
Valicenti Advisory Services Inc
INCREASED39,51438,003+1,511+4%$3.6K$3.7M+$3.7M2026-10-23
Fifth Third Securities, Inc.
DECREASED37,20437,335-1310%$3.5M$3.5M-$62.2K2026-10-21
Bank of New York Mellon Corp
NEW35,227—+35,227——$3.3M—2026-11-05
Mission Wealth Management, LP
DECREASED35,06539,350-4,285-11%$3.7M$3.3M-$451.6K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED33,65529,555+4,100+14%$2.8M$3.1M+$342.0K2026-10-26
Nautilus Advisors LLC
DECREASED30,11030,231-1210%$2.9M$2.8M-$72.3K2026-10-07
Virtue Capital Management, LLC
INCREASED29,81719,548+10,269+53%$1.8M$2.8M+$929.7K2026-10-29
Absolute Capital Management, LLC
UNCHANGED27,70027,70000%$2.6M$2.6M-$37.1K2026-10-16
Retireful, LLC
NEW27,185—+27,185——$2.5M—2026-10-09
Private Client Services, LLC
NEW26,851—+26,851——$2.5M—2026-10-02
Kestra Advisory Services, LLC
INCREASED26,54922,002+4,547+21%$2.1M$2.5M+$393.8K2026-11-02
Firestone Capital Management
INCREASED25,05521,203+3,852+18%$2.0M$2.3M+$330.2K2026-11-03
Hanseatic Management Services Inc
DECREASED24,97025,814-844-3%$2.4M$2.3M-$113.2K2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED24,54320,750+3,793+18%$2.0M$2.3M+$325.2K2026-10-09
Noble Wealth Management PBC
DECREASED22,54622,587-410%$2.1M$2.1M-$34.1K2026-10-01
Rosenberg Matthew Hamilton
INCREASED19,27815,641+3,637+23%$1.5M$1.8M+$317.6K2026-10-05
Security National Bank
INCREASED18,71316,021+2,692+17%$1.5M$1.7M+$229.1K2026-10-26
HUB Investment Partners, LLC
NEW16,439—+16,439——$1.5M—2026-11-03
Mendel Money Management
INCREASED14,99712,169+2,828+23%$1.1M$1.4M+$246.9K2026-11-02
Ocean Park Asset Management, LLC
NEW13,616—+13,616——$1.3M—2026-10-21
Exchange Traded Concepts, LLC
NEW13,616—+13,616——$1.3M—2026-10-28
Legacy Private Trust Co.
DECREASED10,87211,079-207-2%$1.0M$1.0M-$34.1K2026-10-06
Princeton Global Asset Management LLC
INCREASED10,73310,542+191+2%$995.4K$999.1K+$3.7K2026-10-21
Breakwater Capital Group
INCREASED10,4553,368+7,087+210%$318.0K$973.1K+$655.1K2026-10-09
Apollon Wealth Management, LLC
NEW8,532—+8,532——$794.1K—2026-10-23
Vise Technologies, Inc.
NEW7,682—+7,682——$715.1K—2026-10-29
Central Pacific Bank - Trust Division
INCREASED7,6796,876+803+12%$649.2K$714.8K+$65.5K2026-10-06
Cambridge Investment Research Advisors, Inc.
DECREASED7,26211,522-4,260-37%$1.1M$676.0K-$412.0K2026-11-02
Private Wealth Partners, LLC
UNCHANGED7,0407,04000%$664.7K$655.3K-$9.4K2026-10-22
Pflug Koory, LLC
DECREASED6,6667,260-594-8%$685.5K$620.5K-$65.0K2026-10-26
Quad-Cities Investment Group, LLC
INCREASED6,1156,092+23+0%$575.2K$569.2K-$6.0K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED5,9385,566+372+7%$525.5K$552.7K+$27.1K2026-10-19
PDS Planning, Inc
INCREASED5,9251,148+4,777+416%$108.4K$551.5K+$443.1K2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED5,3995,096+303+6%$481.2K$502.5K+$21.4K2026-10-30
Oppenheimer & Co Inc
NEW4,872—+4,872——$453.5K—2026-10-26
Prime Capital Investment Advisors, LLC
NEW4,648—+4,648——$432.6K—2026-10-20
Chapman Financial Group, LLC
NEW4,515—+4,515——$420.3K—2026-10-26
New England Capital Financial Advisors LLC
INCREASED3,5942,988+606+20%$282.1K$334.6K+$52.4K2026-11-03
WBH Advisory Inc
DECREASED3,3993,521-122-3%$332.5K$316.4K-$16.0K2026-11-05
LexAurum Advisors, LLC
DECREASED3,3583,425-67-2%$323.4K$312.6K-$10.8K2026-10-19
Blue Water Asset Management
INCREASED3,3353,210+125+4%$303.1K$310.5K+$7.4K2026-11-04
Signature Estate & Investment Advisors LLC
NEW3,271—+3,271——$304.4K—2026-10-13
Accelerate Investment Advisors LLC
INCREASED3,2703,268+2+0%$308.5K$304.4K-$4.2K2026-11-02
Prospera Financial Services Inc
DECREASED3,1034,452-1,349-30%$420.4K$299.8K-$120.7K2026-11-04
MGO One Seven LLC
UNCHANGED2,7772,77700%$262.2K$258.5K-$3.7K2026-10-28
Sunpointe, LLC
UNCHANGED2,7502,75000%$259.7K$256.0K-$3.7K2026-10-22
AFG Fiduciary Services Limited Partnership
UNCHANGED2,6142,61400%$249.0K$249.5K+$5232026-10-21
Summit Wealth Group LLC / Co
UNCHANGED2,5272,52700%$238.6K$235.2K-$3.4K2026-10-29
Lake Street Private Wealth, LLC
INCREASED2,2932,289+4+0%$216.2K$213.5K-$2.7K2026-10-22
Private Trust Co NA
NEW1,980—+1,980——$184.3K—2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED1,8031,80300%$170.2K$167.8K-$2.4K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED1,6001,60000%$151.1K$148.9K-$2.1K2026-10-26
Arlington Trust Co LLC
UNCHANGED1,3691,36900%$129.3K$127.4K-$1.8K2026-10-20
Kelleher Financial Advisors
UNCHANGED1,1951,19500%$112.8K$111.2K-$1.6K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED47647600%$44.9K$44.3K-$6372026-10-26
Larson Financial Group LLC
INCREASED332331+1+0%$31.2K$30.9K-$3172026-11-05
Parallel Advisors, LLC
UNCHANGED30030000%$28.3K$27.9K-$4022026-11-03
Ascentis Independent Advisors
NEW187—+187——$17.4K—2026-11-03
Fairman Group, LLC
UNCHANGED16016000%$15.1K$14.9K-$2142026-10-26
Assetmark, Inc
UNCHANGED12812800%$12.1K$11.9K-$1722026-10-21
1620 Investment Advisors, Inc.
INCREASED81+7+700%$94$745+$6512026-11-04
Citigroup Inc
NEW1—+1——$93—2026-11-04
TrueWealth Advisors, LLC
CLOSED02,206-2,206-100%$208.3K$0-$208.3K2026-10-09
Ascentis Wealth Management, LLC
CLOSED01,528-1,528-100%$144.3K$0-$144.3K2026-11-03
Integrated Wealth Concepts LLC
N/A—1,217,488-1,217,488-100%$115.0M———
Members Trust Co
N/A—1,072,960-1,072,960-100%$101.3M———
Morgan Stanley
N/A—897,742-897,742-100%$84.8M———
Ameriprise Financial Inc
N/A—684,007-684,007-100%$64.6M———
Raymond James Financial Inc
N/A—672,889-672,889-100%$63.5M———
Aptus Capital Advisors, LLC
N/A—561,188-561,188-100%$53.0M———
LPL Financial LLC
N/A—523,041-523,041-100%$49.4M———
Wells Fargo & Company
N/A—411,694-411,694-100%$38.9M———
Bank of America Corp
N/A—363,366-363,366-100%$34.3M———
Northwestern Mutual Wealth Management Co
N/A—313,613-313,613-100%$29.6M———
Guardian Wealth Advisors, LLC / NC
N/A—305,636-305,636-100%$28.9M———
Sanctuary Advisors, LLC
N/A—254,095-254,095-100%$24.0M———
Envestnet Asset Management Inc
N/A—236,489-236,489-100%$22.3M———
OneDigital Investment Advisors LLC
N/A—212,183-212,183-100%$20.0M———
Cornerstone Advisors Asset Management, LLC
N/A—195,825-195,825-100%$18.5M———
Horizon Investments, LLC
N/A—164,238-164,238-100%$15.5M———
Quest Investment Management LLC
N/A—145,523-145,523-100%$13.7M———
UBS Group AG
N/A—132,189-132,189-100%$12.5M———
Royal Bank of Canada
N/A—118,491-118,491-100%$11.2M———
Cerity Partners LLC
N/A—103,614-103,614-100%$9.8M———
Kilter Group LLC
N/A—100,593-100,593-100%$9.5M———
Envestnet Portfolio Solutions, Inc.
N/A—99,520-99,520-100%$9.4M———
MTC Wealth Management LLC
N/A—97,732-97,732-100%$9.2M———
Sierra Capital LLC
N/A—85,137-85,137-100%$8.0M———
Osaic Holdings, Inc.
N/A—83,054-83,054-100%$7.8M———
Wescap Management Group, Inc.
N/A—69,669-69,669-100%$6.6M———
Croban
N/A—68,719-68,719-100%$6.5M———
Stifel Financial Corp
N/A—66,165-66,165-100%$6.2M———
Advisors Preferred, LLC
N/A—66,000-66,000-100%$6.3M———
Dorsey & Whitney Trust Co LLC
N/A—58,995-58,995-100%$5.6M———
Harbour Investments, Inc.
N/A—56,310-56,310-100%$5.3M———
Gladstone Institutional Advisory LLC
N/A—49,755-49,755-100%$4.7M———
First National Bank of Omaha
N/A—49,303-49,303-100%$4.7M———
Rockefeller Capital Management L.P.
N/A—44,421-44,421-100%$4.2M———
Private Advisor Group, LLC
N/A—40,342-40,342-100%$3.8M———
EP Wealth Advisors, LLC
N/A—38,566-38,566-100%$3.6M———
Goldman Sachs Group Inc
N/A—38,411-38,411-100%$3.6M———
Janney Montgomery Scott LLC
N/A—36,880-36,880-100%$3.5M———
Miller Capital Partners, Inc.
N/A—33,321-33,321-100%$3.1M———
Savvy Advisors, Inc.
N/A—32,639-32,639-100%$3.1M———
Merit Financial Group, LLC
N/A—31,196-31,196-100%$2.9M———
Osborne Partners Capital Management, LLC
N/A—31,061-31,061-100%$2.9M———
HighTower Advisors, LLC
N/A—29,603-29,603-100%$2.8M———
Bank of Montreal
N/A—25,247-25,247-100%$2.4M———
JPMorgan Chase & Co
N/A—24,077-24,077-100%$2.3M———
Cary Street Partners Financial LLC
N/A—23,447-23,447-100%$2.2M———
&partners
N/A—22,996-22,996-100%$2.2M———
Savant Capital, LLC
N/A—21,574-21,574-100%$2.1M———
Stephens Inc
N/A—20,767-20,767-100%$2.0M———
Westshore Wealth, LLC
N/A—19,613-19,613-100%$1.9M———
Cetera Investment Advisers
N/A—19,184-19,184-100%$1.8M———
J.W. Cole Advisors, Inc.
N/A—17,869-17,869-100%$1.7M———
O'rourke & Company, Inc
N/A—16,798-16,798-100%$1.6M———
Western Wealth Management, LLC
N/A—14,335-14,335-100%$1.4M———
Advisory Services Network, LLC
N/A—13,609-13,609-100%$1.3M———
PFG Investments, LLC
N/A—12,503-12,503-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—12,316-12,316-100%$1.2M———
Quantinno Capital Management LP
N/A—11,990-11,990-100%$1.1M———
Fort Point Capital Partners LLC
N/A—11,838-11,838-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—10,869-10,869-100%$1.0M———
Earned Wealth Advisors, LLC
N/A—10,017-10,017-100%$945.8K———
AQR Capital Management LLC
N/A—8,809-8,809-100%$831.7K———
Allie Family Office LLC
N/A—8,747-8,747-100%$825.9K———
Brand Asset Management Group, Inc.
N/A—8,642-8,642-100%$815.9K———
Paragon Capital Management LLC
N/A—8,492-8,492-100%$801.8K———
Colter Lewis Investment Partners LLC
N/A—8,198-8,198-100%$774.1K———
Barnett & Company, Inc.
N/A—7,945-7,945-100%$750.2K———
CVA Family Office, LLC
N/A—7,088-7,088-100%$669.2K———
King Luther Capital Management Corp
N/A—6,650-6,650-100%$627.9K———
Arkadios Wealth Advisors
N/A—6,344-6,344-100%$598.9K———
Eldridge Investment Advisors, Inc.
N/A—6,195-6,195-100%$585.0K———
Global Retirement Partners, LLC
N/A—6,039-6,039-100%$570.2K———
Astra Wealth Partners LLC
N/A—5,980-5,980-100%$564.6K———
Equitable Holdings, Inc.
N/A—5,781-5,781-100%$545.9K———
Sterneck Capital Management, LLC
N/A—5,444-5,444-100%$514.0K———
Transcend Capital Advisors, LLC
N/A—5,056-5,056-100%$477.4K———
FMR LLC
N/A—5,046-5,046-100%$476.5K———
Focus Partners Wealth
N/A—4,978-4,978-100%$470.1K———
PNC Financial Services Group, Inc.
N/A—4,915-4,915-100%$464.1K———
MAI Capital Management
N/A—4,735-4,735-100%$447.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—4,485-4,485-100%$423.5K———
Vawter Financial, Ltd.
N/A—4,450-4,450-100%$420.2K———
Orographic Financial Advisors, LLC
N/A—4,401-4,401-100%$433———
Stratos Wealth Advisors, LLC
N/A—4,148-4,148-100%$391.7K———
Jacobi Capital Management LLC
N/A—4,114-4,114-100%$388.4K———
SageView Advisory Group, LLC
N/A—4,009-4,009-100%$378.5K———
Nations Financial Group Inc,
N/A—3,547-3,547-100%$334.9K———
Bouchey Financial Group, Ltd.
N/A—3,525-3,525-100%$332.8K———
Commerce Bank
N/A—3,387-3,387-100%$319.8K———
BBR Partners, LLC
N/A—3,344-3,344-100%$315.7K———
Knightsbridge Asset Management, LLC
N/A—3,337-3,337-100%$315.1K———
Wealthspire Advisors, LLC
N/A—3,010-3,010-100%$284.2K———
Vanguard Personalized Indexing Management, LLC
N/A—2,834-2,834-100%$267.6K———
Arax Advisory Partners
N/A—2,700-2,700-100%$254.9K———
Strategic Wealth Partners, Ltd.
N/A—2,529-2,529-100%$238.8K———
Sequoia Financial Advisors, LLC
N/A—2,460-2,460-100%$232.3K———
Range Advisory, LLC
N/A—2,347-2,347-100%$221.6K———
United Capital Financial Advisors, LLC
N/A—2,346-2,346-100%$221.5K———
BlackDiamond Wealth Management, LLC
N/A—2,263-2,263-100%$221.5K———
Susquehanna International Group, LLP
N/A—2,177-2,177-100%$205.6K———
Shufro Rose & Co LLC
N/A—2,175-2,175-100%$205.4K———
UMB Bank, n.a.
N/A—1,626-1,626-100%$153.5K———
Central Trust Co
N/A—1,505-1,505-100%$142.1K———
Jones Financial Companies Lllp
N/A—1,369-1,369-100%$128.5K———
Tower Research Capital LLC (TRC)
N/A—934-934-100%$88.2K———
Bogart Wealth, LLC
N/A—881-881-100%$83.2K———
NewEdge Advisors, LLC
N/A—802-802-100%$75.7K———
Operose Advisors LLC
N/A—364-364-100%$34.4K———
Ancora Advisors LLCA
N/A—360-360-100%$34.0K———
Atomic Invest LLC
N/A—324-324-100%$30.6K———
Pinney & Scofield, Inc.
N/A—321-321-100%$30.3K———
O'shaughnessy Asset Management, LLC
N/A—315-315-100%$29.7K———
Whittier Trust Co
N/A—296-296-100%$28.3K———
SHP Wealth Management
N/A—208-208-100%$19.6K———
Huntington National Bank
N/A—166-166-100%$15.7K———
Fifth Third Bancorp
N/A—153-153-100%$14.4K———
Alerus Financial NA
N/A—151-151-100%$14.3K———
Timbuktu Capital Management, LLC
N/A—46-46-100%$4.3K———
Showing 200 of 200 institutions