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Goldman Sachs Activebeta US (GSSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,164,954 from 1,110,966
Change+53,988 (+5%)
Value$99.9M (-$1.5M)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares518,855 from 548,883
Change-30,028 (-5%)
Value$44.5M (-$5.6M)
Filed 2026-10-07
Curated Wealth Partners LLC
INCREASED
Shares313,174 from 77,745
Change+235,429 (+303%)
Value$26.9M (+$19.8M)
Filed 2026-10-15
Richard P Slaughter Associates Inc
DECREASED
Shares228,206 from 242,768
Change-14,562 (-6%)
Value$19.6M (-$2.6M)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
NEW
Shares211,236
Change+211,236
Value$18.1M
Filed 2026-10-20
Verus Capital Partners, LLC
INCREASED
Shares196,245 from 181,978
Change+14,267 (+8%)
Value$16.8M (+$226.5K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares180,723 from 174,206
Change+6,517 (+4%)
Value$15.5M (-$395.6K)
Filed 2026-10-16
High Probability Advisors, LLC
INCREASED
Shares173,981 from 169,229
Change+4,752 (+3%)
Value$14.9M (-$519.7K)
Filed 2026-10-19
Financial Architects, LLC
DECREASED
Shares172,750 from 177,580
Change-4,830 (-3%)
Value$14.8M (-$1.4M)
Filed 2026-10-13
Heck Capital Advisors, LLC
INCREASED
Shares156,395 from 153,051
Change+3,344 (+2%)
Value$13.4M (-$551.8K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares129,100 from 129,983
Change-883 (-1%)
Value$11.1M (-$788.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares124,974 from 118,791
Change+6,183 (+5%)
Value$10.7M (-$120.5K)
Filed 2026-11-02
Great Lakes Retirement, Inc.
INCREASED
Shares119,827 from 119,712
Change+115 (+0%)
Value$10.3M (-$645.5K)
Filed 2026-10-26
Strategic Financial Services, Inc.
DECREASED
Shares90,325 from 95,271
Change-4,946 (-5%)
Value$7.7M (-$946.4K)
Filed 2026-11-10
Elevation Point Wealth Partners, LLC
INCREASED
Shares83,023 from 81,611
Change+1,412 (+2%)
Value$7.1M (-$326.1K)
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares79,011 from 78,778
Change+233 (+0%)
Value$6.8M (-$411.7K)
Filed 2026-10-29
Linscomb Wealth, Inc.
INCREASED
Shares69,296 from 69,158
Change+138 (+0%)
Value$5.9M (-$367.1K)
Filed 2026-11-05
Northwest Wealth Advisors, LLC
INCREASED
Shares66,758 from 55,544
Change+11,214 (+20%)
Value$5.7M (+$657.6K)
Filed 2026-11-02
Westwind Capital
DECREASED
Shares61,049 from 64,231
Change-3,182 (-5%)
Value$5.2M (+$5.2M)
Filed 2026-10-08
Capital Financial Group Inc\co\
DECREASED
Shares59,561 from 65,323
Change-5,762 (-9%)
Value$5.1M (-$852.3K)
Filed 2026-11-10
CoreCap Advisors, LLC
INCREASED
Shares47,442 from 46,197
Change+1,245 (+3%)
Value$4.1M (-$146.3K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares38,752 from 41,976
Change-3,224 (-8%)
Value$3.3M (-$506.6K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares30,830 from 28,249
Change+2,581 (+9%)
Value$2.6M (+$66.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares18,202 from 20,283
Change-2,081 (-10%)
Value$1.6M (-$269.6K)
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED
Shares16,735 from 17,979
Change-1,244 (-7%)
Value$1.4M (-$205.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares15,636 from 15,778
Change-142 (-1%)
Value$1.3M (-$98.6K)
Filed 2026-10-13
Hixon Zuercher, LLC
INCREASED
Shares15,587 from 13,273
Change+2,314 (+17%)
Value$1.3M (+$125.8K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares15,164 from 17,126
Change-1,962 (-11%)
Value$1.3M (-$262.1K)
Filed 2026-10-29
HB Wealth Management, LLC
UNCHANGED
Shares14,395 from 14,395
Change0 (0%)
Value$1.2M (-$78.9K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares13,972 from 12,746
Change+1,226 (+10%)
Value$1.2M (+$35.3K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares13,732 from 13,585
Change+147 (+1%)
Value$1.2M (-$61.8K)
Filed 2026-10-09
Sunpointe, LLC
INCREASED
Shares13,213 from 9,975
Change+3,238 (+32%)
Value$1.1M (+$223.1K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
UNCHANGED
Shares12,612 from 12,612
Change0 (0%)
Value$1.1M (-$69.1K)
Filed 2026-11-03
Wealthfront Advisers LLC
INCREASED
Shares11,365 from 10,850
Change+515 (+5%)
Value$974.9K (-$15.3K)
Filed 2026-11-09
Glenview Trust Co
UNCHANGED
Shares11,140 from 11,140
Change0 (0%)
Value$955.6K (-$61.0K)
Filed 2026-10-28
Fifth Third Securities, Inc.
DECREASED
Shares8,904 from 9,046
Change-142 (-2%)
Value$763.8K (-$61.8K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares8,525 from 5,862
Change+2,663 (+45%)
Value$731.2K (+$196.3K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares8,303 from 7,916
Change+387 (+5%)
Value$712.2K (-$10.2K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares7,645 from 8,236
Change-591 (-7%)
Value$677.8K (-$52.8K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares6,410 from 3,453
Change+2,957 (+86%)
Value$549.6K (+$238.4K)
Filed 2026-10-08
Nuveen, LLC
INCREASED
Shares6,390 from 6,300
Change+90 (+1%)
Value$550.2K (-$24.8K)
Filed 2026-11-10
Founders Financial Alliance, LLC
DECREASED
Shares5,695 from 6,998
Change-1,303 (-19%)
Value$488.6K (-$150.1K)
Filed 2026-11-10
Aire Advisors, LLC
DECREASED
Shares4,979 from 5,000
Change-21 (0%)
Value$427.1K (-$29.2K)
Filed 2026-10-22
Blue Water Asset Management
INCREASED
Shares4,356 from 4,349
Change+7 (+0%)
Value$373.6K (-$23.2K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares3,768 from 3,385
Change+383 (+11%)
Value$323.2K (+$14.3K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares3,244 from 3,195
Change+49 (+2%)
Value$278.3K (-$13.3K)
Filed 2026-10-26
Mengis Capital Management, Inc.
UNCHANGED
Shares3,189 from 3,189
Change0 (0%)
Value$273.6K (-$17.5K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares3,105 from 3,653
Change-548 (-15%)
Value$266.4K (-$67.0K)
Filed 2026-10-19
True Link Financial Advisors, LLC
DECREASED
Shares2,707 from 3,257
Change-550 (-17%)
Value$232.2K (-$65.0K)
Filed 2026-10-27
Worth Financial Advisory Group, LLC
DECREASED
Shares2,622 from 2,787
Change-165 (-6%)
Value$224.9K (-$29.4K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares2,586 from 2,590
Change-4 (0%)
Value$221.8K (-$14.5K)
Filed 2026-10-20
XY Planning Network, Inc.
NEW
Shares2,541
Change+2,541
Value$217.9K
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
NEW
Shares1,466
Change+1,466
Value$125.8K
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,191 from 1,024
Change+167 (+16%)
Value$102.2K (+$8.7K)
Filed 2026-11-03
Montag A & Associates Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$71.2K (-$4.5K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares818 from 304
Change+514 (+169%)
Value$74.7K (+$46.9K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares677 from 698
Change-21 (-3%)
Value$58.1K (-$5.6K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$48.0K (-$3.1K)
Filed 2026-10-07
UMB Bank, n.a.
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$42.7K (-$2.7K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares473 from 195
Change+278 (+143%)
Value$40.6K (+$22.8K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares330 from 329
Change+1 (+0%)
Value$28.3K (-$1.7K)
Filed 2026-11-04
PlanVest Financial, Inc
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$24.3K (-$1.6K)
Filed 2026-11-09
IFG Advisory, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$18.9K (-$1.2K)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares206 from 202
Change+4 (+2%)
Value$17.6K (-$811)
Filed 2026-10-21
CNB Bank
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$14.6K (-$931)
Filed 2026-11-09
AlphaCore Capital LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$13.3K (-$817)
Filed 2026-11-04
Farther Finance Advisors, LLC
NEW
Shares138
Change+138
Value$11.8K
Filed 2026-10-08
Nova Financial LLC
NEW
Shares107
Change+107
Value$9.2K
Filed 2026-11-04
Highland Investment Advisors LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$8.2K (-$523)
Filed 2026-11-09
Brown, Lisle Ings, Inc.
INCREASED
Shares81 from 27
Change+54 (+200%)
Value$6.9K (+$4.5K)
Filed 2026-10-16
Clearstead Advisors, LLC
NEW
Shares80
Change+80
Value$6.9K
Filed 2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.6K (-$357)
Filed 2026-11-05
Bank of Montreal
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (-$274)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares49 from 148
Change-99 (-67%)
Value$4.2K (-$9.3K)
Filed 2026-11-05
Maseco LLP
DECREASED
Shares43 from 78
Change-35 (-45%)
Value$3.7K (-$3.4K)
Filed 2026-10-27
Russell Investments Group, Ltd.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.9K (-$178)
Filed 2026-11-06
Louisbourg Investments Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (-$165)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.3K (-$148)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares10
Change+10
Value$870
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$772 (-$49)
Filed 2026-10-16
Buck Wealth Strategies, LLC
NEW
Shares8
Change+8
Value$686
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$515 (-$33)
Filed 2026-11-04
Creative Financial Designs Inc
NEW
Shares2
Change+2
Value$172
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$172 (-$11)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 2,434
Change-2,434 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$57.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-02
Hantz Financial Services, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4)
Filed 2026-11-09
Oakworth Capital, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-26
Citigroup Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$274)
Filed 2026-11-04
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$7)
Filed 2026-11-06
Betterment LLC
N/A
Shares— from 774,716
Change-774,716 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 565,875
Change-565,875 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 512,488
Change-512,488 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 375,842
Change-375,842 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 355,873
Change-355,873 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 244,937
Change-244,937 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 191,659
Change-191,659 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 157,612
Change-157,612 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 148,300
Change-148,300 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 130,953
Change-130,953 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 125,967
Change-125,967 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 112,724
Change-112,724 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,599
Change-111,599 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 93,419
Change-93,419 (-100%)
Value—
Stephens Inc
N/A
Shares— from 91,955
Change-91,955 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 86,664
Change-86,664 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 82,184
Change-82,184 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 80,159
Change-80,159 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 76,174
Change-76,174 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 74,219
Change-74,219 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 72,911
Change-72,911 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,068
Change-28,068 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 26,662
Change-26,662 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,899
Change-17,899 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,421
Change-16,421 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 9,498
Change-9,498 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
UBS Group AG
N/A
Shares— from 428
Change-428 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Blair William & Co
N/A
Shares— from 218
Change-218 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
EFG International AG
N/A
Shares— from 140
Change-140 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 58
Change-58 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 51
Change-51 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,164,9541,110,966+53,988+5%$101.4M$99.9M-$1.5M2026-11-06
American National Bank & Trust
DECREASED518,855548,883-30,028-5%$50.1M$44.5M-$5.6M2026-10-07
Curated Wealth Partners LLC
INCREASED313,17477,745+235,429+303%$7.1M$26.9M+$19.8M2026-10-15
Richard P Slaughter Associates Inc
DECREASED228,206242,768-14,562-6%$22.2M$19.6M-$2.6M2026-10-13
Amplius Wealth Advisors, LLC
NEW211,236—+211,236——$18.1M—2026-10-20
Verus Capital Partners, LLC
INCREASED196,245181,978+14,267+8%$16.6M$16.8M+$226.5K2026-11-03
IFP Advisors, Inc
INCREASED180,723174,206+6,517+4%$15.9M$15.5M-$395.6K2026-10-16
High Probability Advisors, LLC
INCREASED173,981169,229+4,752+3%$15.4M$14.9M-$519.7K2026-10-19
Financial Architects, LLC
DECREASED172,750177,580-4,830-3%$16.2M$14.8M-$1.4M2026-10-13
Heck Capital Advisors, LLC
INCREASED156,395153,051+3,344+2%$14.0M$13.4M-$551.8K2026-10-14
1900 Wealth Management LLC
DECREASED129,100129,983-883-1%$11.9M$11.1M-$788.1K2026-10-13
Commonwealth Equity Services, LLC
INCREASED124,974118,791+6,183+5%$10.8M$10.7M-$120.5K2026-11-02
Great Lakes Retirement, Inc.
INCREASED119,827119,712+115+0%$10.9M$10.3M-$645.5K2026-10-26
Strategic Financial Services, Inc.
DECREASED90,32595,271-4,946-5%$8.7M$7.7M-$946.4K2026-11-10
Elevation Point Wealth Partners, LLC
INCREASED83,02381,611+1,412+2%$7.4M$7.1M-$326.1K2026-11-05
Bell Investment Advisors, Inc
INCREASED79,01178,778+233+0%$7.2M$6.8M-$411.7K2026-10-29
Linscomb Wealth, Inc.
INCREASED69,29669,158+138+0%$6.3M$5.9M-$367.1K2026-11-05
Northwest Wealth Advisors, LLC
INCREASED66,75855,544+11,214+20%$5.1M$5.7M+$657.6K2026-11-02
Westwind Capital
DECREASED61,04964,231-3,182-5%$5.9K$5.2M+$5.2M2026-10-08
Capital Financial Group Inc\co\
DECREASED59,56165,323-5,762-9%$6.0M$5.1M-$852.3K2026-11-10
CoreCap Advisors, LLC
INCREASED47,44246,197+1,245+3%$4.2M$4.1M-$146.3K2026-10-08
Central Trust Co
DECREASED38,75241,976-3,224-8%$3.8M$3.3M-$506.6K2026-11-05
Sowell Financial Services LLC
INCREASED30,83028,249+2,581+9%$2.6M$2.6M+$66.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED18,20220,283-2,081-10%$1.8M$1.6M-$269.6K2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED16,73517,979-1,244-7%$1.6M$1.4M-$205.2K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED15,63615,778-142-1%$1.4M$1.3M-$98.6K2026-10-13
Hixon Zuercher, LLC
INCREASED15,58713,273+2,314+17%$1.2M$1.3M+$125.8K2026-10-13
Vise Technologies, Inc.
DECREASED15,16417,126-1,962-11%$1.6M$1.3M-$262.1K2026-10-29
HB Wealth Management, LLC
UNCHANGED14,39514,39500%$1.3M$1.2M-$78.9K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED13,97212,746+1,226+10%$1.2M$1.2M+$35.3K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED13,73213,585+147+1%$1.2M$1.2M-$61.8K2026-10-09
Sunpointe, LLC
INCREASED13,2139,975+3,238+32%$910.3K$1.1M+$223.1K2026-10-22
Ascentis Wealth Management, LLC
UNCHANGED12,61212,61200%$1.2M$1.1M-$69.1K2026-11-03
Wealthfront Advisers LLC
INCREASED11,36510,850+515+5%$990.2K$974.9K-$15.3K2026-11-09
Glenview Trust Co
UNCHANGED11,14011,14000%$1.0M$955.6K-$61.0K2026-10-28
Fifth Third Securities, Inc.
DECREASED8,9049,046-142-2%$825.5K$763.8K-$61.8K2026-10-21
Kestra Advisory Services, LLC
INCREASED8,5255,862+2,663+45%$534.9K$731.2K+$196.3K2026-11-02
Bank of New York Mellon Corp
INCREASED8,3037,916+387+5%$722.4K$712.2K-$10.2K2026-11-05
Sovran Advisors, LLC
DECREASED7,6458,236-591-7%$730.6K$677.8K-$52.8K2026-11-02
Apella Capital, LLC
INCREASED6,4103,453+2,957+86%$311.2K$549.6K+$238.4K2026-10-08
Nuveen, LLC
INCREASED6,3906,300+90+1%$574.9K$550.2K-$24.8K2026-11-10
Founders Financial Alliance, LLC
DECREASED5,6956,998-1,303-19%$638.6K$488.6K-$150.1K2026-11-10
Aire Advisors, LLC
DECREASED4,9795,000-210%$456.3K$427.1K-$29.2K2026-10-22
Blue Water Asset Management
INCREASED4,3564,349+7+0%$396.9K$373.6K-$23.2K2026-11-04
Beacon Financial Advisory LLC
INCREASED3,7683,385+383+11%$308.9K$323.2K+$14.3K2026-10-16
Lanark Financial, Inc.
INCREASED3,2443,195+49+2%$291.6K$278.3K-$13.3K2026-10-26
Mengis Capital Management, Inc.
UNCHANGED3,1893,18900%$291.0K$273.6K-$17.5K2026-10-13
Maia Wealth LLC
DECREASED3,1053,653-548-15%$333.4K$266.4K-$67.0K2026-10-19
True Link Financial Advisors, LLC
DECREASED2,7073,257-550-17%$297.2K$232.2K-$65.0K2026-10-27
Worth Financial Advisory Group, LLC
DECREASED2,6222,787-165-6%$254.3K$224.9K-$29.4K2026-10-19
Private Trust Co NA
DECREASED2,5862,590-40%$236.4K$221.8K-$14.5K2026-10-20
XY Planning Network, Inc.
NEW2,541—+2,541——$217.9K—2026-10-14
Turtle Creek Wealth Advisors, LLC
NEW1,466—+1,466——$125.8K—2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED1,1911,024+167+16%$93.5K$102.2K+$8.7K2026-11-03
Montag A & Associates Inc
UNCHANGED83083000%$75.7K$71.2K-$4.5K2026-10-29
Allworth Financial LP
INCREASED818304+514+169%$27.7K$74.7K+$46.9K2026-11-06
Harbour Investments, Inc.
DECREASED677698-21-3%$63.7K$58.1K-$5.6K2026-11-09
Wealth Enhancement Trust Services, Inc.
UNCHANGED55955900%$51.0K$48.0K-$3.1K2026-10-07
UMB Bank, n.a.
UNCHANGED49849800%$45.4K$42.7K-$2.7K2026-11-06
Fifth Third Bancorp
INCREASED473195+278+143%$17.8K$40.6K+$22.8K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED330329+1+0%$30.0K$28.3K-$1.7K2026-11-04
PlanVest Financial, Inc
UNCHANGED28328300%$25.8K$24.3K-$1.6K2026-11-09
IFG Advisory, LLC
UNCHANGED22022000%$20.1K$18.9K-$1.2K2026-11-09
Assetmark, Inc
INCREASED206202+4+2%$18.4K$17.6K-$8112026-10-21
CNB Bank
UNCHANGED17017000%$15.5K$14.6K-$9312026-11-09
AlphaCore Capital LLC
UNCHANGED15515500%$14.1K$13.3K-$8172026-11-04
Farther Finance Advisors, LLC
NEW138—+138——$11.8K—2026-10-08
Nova Financial LLC
NEW107—+107——$9.2K—2026-11-04
Highland Investment Advisors LLC
UNCHANGED959500%$8.7K$8.2K-$5232026-11-09
Brown, Lisle Ings, Inc.
INCREASED8127+54+200%$2.5K$6.9K+$4.5K2026-10-16
Clearstead Advisors, LLC
NEW80—+80——$6.9K—2026-11-06
Silver Grove Financial Group, Inc.
UNCHANGED656500%$5.9K$5.6K-$3572026-11-05
Bank of Montreal
UNCHANGED505000%$4.6K$4.3K-$2742026-11-09
US Bancorp \de\
DECREASED49148-99-67%$13.5K$4.2K-$9.3K2026-11-05
Maseco LLP
DECREASED4378-35-45%$7.1K$3.7K-$3.4K2026-10-27
Russell Investments Group, Ltd.
UNCHANGED343400%$3.1K$2.9K-$1782026-11-06
Louisbourg Investments Inc.
UNCHANGED303000%$2.7K$2.6K-$1652026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED272700%$2.5K$2.3K-$1482026-10-29
Root Financial Partners, LLC
NEW10—+10——$870—2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED9900%$821$772-$492026-10-16
Buck Wealth Strategies, LLC
NEW8—+8——$686—2026-10-28
Gables Capital Management Inc.
UNCHANGED6600%$548$515-$332026-11-04
Creative Financial Designs Inc
NEW2—+2——$172—2026-11-04
Wagner Wealth Management, LLC
UNCHANGED2200%$183$172-$112026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED02,434-2,434-100%$222.0K$0-$222.0K2026-11-02
Cornerstone Planning Group LLC
CLOSED0636-636-100%$57.0K$0-$57.0K2026-10-16
International Assets Investment Management, LLC
CLOSED044-44-100%$4.0K$0-$4.0K2026-11-02
Hantz Financial Services, Inc.
CLOSED040-40-100%$4$0-$42026-11-09
Oakworth Capital, Inc.
CLOSED012-12-100%$1.1K$0-$1.1K2026-10-26
Citigroup Inc
CLOSED03-3-100%$274$0-$2742026-11-04
PNC Financial Services Group, Inc.
CLOSED000—$7$0-$72026-11-06
Betterment LLC
N/A—774,716-774,716-100%$70.7M———
Bank of America Corp
N/A—565,875-565,875-100%$51.6M———
First Foundation Advisors
N/A—512,488-512,488-100%$46.8M———
Envestnet Asset Management Inc
N/A—375,842-375,842-100%$34.3M———
First American Trust, FSB
N/A—355,873-355,873-100%$32.5M———
Morgan Stanley
N/A—244,937-244,937-100%$22.4M———
Paul R. Ried Financial Group, LLC
N/A—191,659-191,659-100%$17.5M———
Duncan Williams Asset Management, LLC
N/A—157,612-157,612-100%$14.4M———
Kintra Wealth, LLC
N/A—148,300-148,300-100%$13.7M———
Orion Porfolio Solutions, LLC
N/A—130,953-130,953-100%$12.0M———
Cetera Investment Advisers
N/A—125,967-125,967-100%$11.5M———
Principal Securities, Inc.
N/A—112,724-112,724-100%$10.3M———
Osaic Holdings, Inc.
N/A—111,599-111,599-100%$10.2M———
Royal Bank of Canada
N/A—93,419-93,419-100%$8.5M———
Stephens Inc
N/A—91,955-91,955-100%$8.4M———
Wells Fargo & Company
N/A—86,664-86,664-100%$7.9M———
Rockefeller Capital Management L.P.
N/A—82,184-82,184-100%$7.5M———
Vestmark Advisory Solutions, Inc.
N/A—80,159-80,159-100%$7.3M———
Ducere Wealth Management LLC
N/A—76,174-76,174-100%$7.0M———
Envestnet Portfolio Solutions, Inc.
N/A—74,219-74,219-100%$6.8M———
Raymond James Financial Inc
N/A—72,911-72,911-100%$6.7M———
Susquehanna International Group, LLP
N/A—28,068-28,068-100%$2.6M———
Keebeck Wealth Management
N/A—26,662-26,662-100%$2.4M———
Goldman Sachs Group Inc
N/A—19,210-19,210-100%$1.8M———
NewEdge Advisors, LLC
N/A—17,899-17,899-100%$1.6M———
Gladstone Institutional Advisory LLC
N/A—16,421-16,421-100%$1.5M———
Arax Advisory Partners
N/A—12,040-12,040-100%$1.1M———
Private Advisor Group, LLC
N/A—11,614-11,614-100%$1.1M———
LifePlan Investment Advisors, Inc.
N/A—9,498-9,498-100%$866.8K———
CreativeOne Wealth, LLC
N/A—9,094-9,094-100%$829.9K———
Integrated Wealth Concepts LLC
N/A—8,350-8,350-100%$762.0K———
Jane Street Group, LLC
N/A—4,223-4,223-100%$385.4K———
Sanctuary Advisors, LLC
N/A—4,163-4,163-100%$379.9K———
Mutual Advisors, LLC
N/A—3,809-3,809-100%$347.6K———
Northern Trust Corp
N/A—3,473-3,473-100%$316.9K———
Morris Financial Concepts, Inc.
N/A—3,429-3,429-100%$312.9K———
Janney Montgomery Scott LLC
N/A—3,404-3,404-100%$311.0K———
Two Sigma Investments, LP
N/A—3,386-3,386-100%$309.0K———
Cerity Partners LLC
N/A—3,276-3,276-100%$299.0K———
FMR LLC
N/A—3,264-3,264-100%$297.9K———
Composition Wealth, LLC
N/A—3,193-3,193-100%$291.4K———
MML Investors Services, LLC
N/A—2,349-2,349-100%$214.4K———
World Investment Advisors
N/A—2,324-2,324-100%$212.1K———
Global Retirement Partners, LLC
N/A—2,271-2,271-100%$207.3K———
Northwestern Mutual Wealth Management Co
N/A—1,940-1,940-100%$177.1K———
Transamerica Financial Advisors, LLC
N/A—1,923-1,923-100%$175.5K———
JPMorgan Chase & Co
N/A—1,386-1,386-100%$125.8K———
Vanguard Advisers Inc
N/A—1,080-1,080-100%$98.6K———
Aptus Capital Advisors, LLC
N/A—1,042-1,042-100%$95.1K———
O'shaughnessy Asset Management, LLC
N/A—926-926-100%$84.5K———
Steward Partners Investment Advisory, LLC
N/A—535-535-100%$48.8K———
UBS Group AG
N/A—428-428-100%$39.1K———
SOA Wealth Advisors, Llc.
N/A—308-308-100%$28.1K———
GeoWealth Management, LLC
N/A—276-276-100%$25.2K———
Blair William & Co
N/A—218-218-100%$19.9K———
AE Wealth Management LLC
N/A—172-172-100%$15.7K———
Regatta Research & Money Management
N/A—160-160-100%$14.6K———
EFG International AG
N/A—140-140-100%$12.8K———
Johnson Financial Group, Inc.
N/A—139-139-100%$12.7K———
Franklin Resources Inc
N/A—135-135-100%$12.3K———
Aventura Private Wealth, LLC
N/A—102-102-100%$9.3K———
Hollencrest Capital Management
N/A—58-58-100%$5.3K———
Huntington National Bank
N/A—51-51-100%$4.7K———
UBS Asset Management Americas LLC
N/A—33-33-100%$3.0K———
Medallion Wealth Advisors, LLC
N/A—17-17-100%$1.6K———
BlackRock, Inc.
N/A—14-14-100%$1.3K———
HFM Investment Advisors, LLC
N/A—1-1-100%$16———
Showing 158 of 158 institutions