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Goldman Sachs Physical Gold (AAAU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Neos Investment Management LLC
INCREASED
Shares3,006,592 from 2,734,560
Change+272,032 (+10%)
Value$123.2M (+$14.9M)
Filed 2026-11-04
Heirloom Wealth Management
INCREASED
Shares1,485,169 from 1,005,004
Change+480,165 (+48%)
Value$60.8M (+$21.1M)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares639,513 from 511,600
Change+127,913 (+25%)
Value$26.2M (+$6.0M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares537,785 from 529,428
Change+8,357 (+2%)
Value$22.0M (+$1.1M)
Filed 2026-10-28
Augustine Asset Management Inc
DECREASED
Shares379,632 from 380,296
Change-664 (0%)
Value$15.5M (+$501.4K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED
Shares309,570 from 310,579
Change-1,009 (0%)
Value$12.7M (+$390.4K)
Filed 2026-10-06
CLG LLC
INCREASED
Shares284,736 from 276,529
Change+8,207 (+3%)
Value$11.7M (+$720.5K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares277,101 from 282,294
Change-5,193 (-2%)
Value$11.4M (+$179.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares270,330 from 264,561
Change+5,769 (+2%)
Value$11.1M (+$604.0K)
Filed 2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED
Shares251,600 from 242,000
Change+9,600 (+4%)
Value$10.4M (+$779.9K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares229,006 from 221,219
Change+7,787 (+4%)
Value$9.4M (+$626.5K)
Filed 2026-10-02
Oarsman Capital, Inc.
INCREASED
Shares219,175 from 204,694
Change+14,481 (+7%)
Value$9.0M (+$877.7K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares209,704 from 220,351
Change-10,647 (-5%)
Value$8.6M (-$129.3K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares194,246 from 182,319
Change+11,927 (+7%)
Value$8.0M (+$742.0K)
Filed 2026-11-02
Rockport Wealth LLC
INCREASED
Shares179,569 from 141,928
Change+37,641 (+27%)
Value$7.4M (+$1.7M)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares177,979 from 198,011
Change-20,032 (-10%)
Value$6.8M (-$1.0M)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares168,234 from 170,635
Change-2,401 (-1%)
Value$6.9M (+$138.8K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares144,556 from 122,006
Change+22,550 (+18%)
Value$5.9M (+$1.1M)
Filed 2026-10-21
Nikulski Financial, Inc.
INCREASED
Shares133,368 from 123,390
Change+9,978 (+8%)
Value$5.5M (+$580.2K)
Filed 2026-11-06
Imc-Chicago, LLC
NEW
Shares128,374
Change+128,374
Value$5.3M
Filed 2026-11-05
Riverwater Partners LLC
INCREASED
Shares114,908 from 82,626
Change+32,282 (+39%)
Value$4.7M (+$1.4M)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares107,803 from 103,766
Change+4,037 (+4%)
Value$4.4M (+$309.6K)
Filed 2026-11-04
Moulton Wealth Management, Inc
INCREASED
Shares99,027 from 68,483
Change+30,544 (+45%)
Value$4.1M (+$1.3M)
Filed 2026-10-13
Cambridge Advisors Inc.
DECREASED
Shares88,762 from 92,025
Change-3,263 (-4%)
Value$3.6M (-$5.7K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
INCREASED
Shares69,217 from 69,211
Change+6 (+0%)
Value$2.7M (+$7.2K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares63,859 from 61,777
Change+2,082 (+3%)
Value$2.6M (+$171.1K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares62,518 from 37,757
Change+24,761 (+66%)
Value$2.6M (+$1.1M)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
INCREASED
Shares54,260 from 28,395
Change+25,865 (+91%)
Value$2.2M (+$1.1M)
Filed 2026-10-20
Creative Planning
DECREASED
Shares47,467 from 49,586
Change-2,119 (-4%)
Value$1.9M (-$17.9K)
Filed 2026-11-02
Wespac Advisors, LLC
INCREASED
Shares42,477 from 33,597
Change+8,880 (+26%)
Value$1.7M (+$410.4K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares41,366 from 109,855
Change-68,489 (-62%)
Value$1.7M (-$2.7M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares39,060 from 38,981
Change+79 (+0%)
Value$1.6M (+$57.4K)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares34,891 from 34,892
Change-1 (0%)
Value$1.4M (+$48.5K)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares34,811 from 34,345
Change+466 (+1%)
Value$1.4M (+$71.4K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares33,457 from 30,156
Change+3,301 (+11%)
Value$1.4M (+$177.1K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares30,077 from 38,077
Change-8,000 (-21%)
Value$1.2M (-$274.8K)
Filed 2026-10-23
Ipsen Advisor Group LLC
INCREASED
Shares29,595 from 27,834
Change+1,761 (+6%)
Value$1.2M (+$110.8K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares29,326 from 47,257
Change-17,931 (-38%)
Value$1.2M (-$668.8K)
Filed 2026-10-30
Haven Private, LLC
INCREASED
Shares29,047 from 24,117
Change+4,930 (+20%)
Value$1.2M (+$235.5K)
Filed 2026-10-27
Barclays PLC
UNCHANGED
Shares25,300 from 25,300
Change0 (0%)
Value$1.0M (+$35.2K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares24,552 from 23,213
Change+1,339 (+6%)
Value$1.0M (+$87.1K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares24,170 from 16,543
Change+7,627 (+46%)
Value$990.0K (+$335.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
NEW
Shares22,982
Change+22,982
Value$941.3K
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares22,855 from 23,360
Change-505 (-2%)
Value$936.1K (+$11.8K)
Filed 2026-10-28
Merit Financial Group, LLC
NEW
Shares22,799
Change+22,799
Value$933.8K
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares21,578 from 19,656
Change+1,922 (+10%)
Value$883.8K (+$106.0K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares21,057 from 36,989
Change-15,932 (-43%)
Value$862.5K (-$601.2K)
Filed 2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED
Shares20,439 from 20,439
Change0 (0%)
Value$837.2K (+$28.4K)
Filed 2026-11-02
True North Advisors, LLC
UNCHANGED
Shares20,020 from 20,020
Change0 (0%)
Value$820.0K (+$27.8K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares19,730 from 20,554
Change-824 (-4%)
Value$808.1K (-$5.2K)
Filed 2026-10-21
WMG Financial Advisors, LLC
UNCHANGED
Shares19,700 from 19,700
Change0 (0%)
Value$779.5K ($0)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares19,645 from 16,681
Change+2,964 (+18%)
Value$804.6K (+$144.6K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
NEW
Shares18,967
Change+18,967
Value$776.9K
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares18,821 from 19,345
Change-524 (-3%)
Value$770.9K (+$5.4K)
Filed 2026-10-30
Hilltop National Bank
UNCHANGED
Shares17,975 from 17,975
Change0 (0%)
Value$736.3K (+$25.0K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares17,103 from 13,603
Change+3,500 (+26%)
Value$700.5K (+$162.3K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
INCREASED
Shares16,940 from 16,597
Change+343 (+2%)
Value$693.9K (+$33.5K)
Filed 2026-11-02
Trinity Financial Advisors LLC
NEW
Shares16,374
Change+16,374
Value$670.7K
Filed 2026-10-09
CWA Asset Management Group, LLC
INCREASED
Shares15,598 from 14,719
Change+879 (+6%)
Value$638.9K (+$56.5K)
Filed 2026-10-19
SLT Holdings LLC
INCREASED
Shares15,170 from 13,090
Change+2,080 (+16%)
Value$621.4K (+$103.4K)
Filed 2026-10-15
Guidance Point Advisors, LLC
DECREASED
Shares15,109 from 35,693
Change-20,584 (-58%)
Value$618.9K (-$793.5K)
Filed 2026-10-15
Optima Capital LLC
DECREASED
Shares13,951 from 38,564
Change-24,613 (-64%)
Value$571.4K (-$954.5K)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares13,951 from 18,750
Change-4,799 (-26%)
Value$571.3K (-$218.8K)
Filed 2026-11-03
Buttonwood Financial Group, LLC
NEW
Shares13,718
Change+13,718
Value$563.7K
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares13,428 from 7,691
Change+5,737 (+75%)
Value$550.0K (+$245.7K)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares12,850 from 12,850
Change0 (0%)
Value$526.3K (+$17.9K)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares12,744 from 13,508
Change-764 (-6%)
Value$522.0K (-$12.5K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,599 from 12,915
Change-316 (-2%)
Value$516.1K (+$4.8K)
Filed 2026-10-13
Encompass More Asset Management
NEW
Shares11,622
Change+11,622
Value$476.0K
Filed 2026-10-16
Kanawha Capital Management LLC
UNCHANGED
Shares11,495 from 11,495
Change0 (0%)
Value$470.8K (+$16.0K)
Filed 2026-10-19
Crosspoint Financial, LLC
INCREASED
Shares11,050 from 7,230
Change+3,820 (+53%)
Value$452.6K (+$166.5K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares10,862 from 17,562
Change-6,700 (-38%)
Value$444.9K (-$250.0K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED
Shares10,800 from 10,000
Change+800 (+8%)
Value$442.4K (+$46.7K)
Filed 2026-11-02
Soltis Investment Advisors LLC
NEW
Shares10,337
Change+10,337
Value$423.4K
Filed 2026-10-28
Vista Investment Partners II, LLC
DECREASED
Shares9,982 from 29,829
Change-19,847 (-67%)
Value$408.9K (-$771.5K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares9,976 from 8,098
Change+1,878 (+23%)
Value$408.6K (+$88.2K)
Filed 2026-10-23
Moneco Advisors, LLC
UNCHANGED
Shares9,625 from 9,625
Change0 (0%)
Value$394.2K (+$13.4K)
Filed 2026-11-05
Belvedere Trading LLC
NEW
Shares9,255
Change+9,255
Value$379.1K
Filed 2026-11-05
Primoris Wealth Advisors, LLC
INCREASED
Shares8,930 from 8,430
Change+500 (+6%)
Value$370.9K (+$37.3K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares8,853 from 7,854
Change+999 (+13%)
Value$362.6K (+$51.8K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares8,561 from 8,601
Change-40 (0%)
Value$350.7K (+$10.3K)
Filed 2026-10-22
S.A. Mason LLC
UNCHANGED
Shares8,040 from 8,040
Change0 (0%)
Value$329.3K (+$11.2K)
Filed 2026-10-13
Hara Capital LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$307.2K (+$10.4K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares7,418 from 7,168
Change+250 (+3%)
Value$303.8K (+$20.2K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares7,230 from 7,230
Change0 (0%)
Value$286.1K ($0)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares7,003 from 8,493
Change-1,490 (-18%)
Value$286.8K (-$49.2K)
Filed 2026-10-14
Integras Partners LLC
NEW
Shares6,980
Change+6,980
Value$285.9K
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares6,964 from 6,964
Change0 (0%)
Value$285.2K (+$9.7K)
Filed 2026-10-30
Advisor Resource Council
DECREASED
Shares6,883 from 6,938
Change-55 (-1%)
Value$280.9K (-$3.8K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$274.4K (+$9.3K)
Filed 2026-10-13
Centerline Wealth Advisors, LLC
INCREASED
Shares6,688 from 5,234
Change+1,454 (+28%)
Value$273.9K (+$66.8K)
Filed 2026-10-15
PFG Advisors
UNCHANGED
Shares6,625 from 6,625
Change0 (0%)
Value$271.4K (+$9.2K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares6,426 from 6,399
Change+27 (+0%)
Value$263.2K (+$10.0K)
Filed 2026-11-05
Darden Wealth Group Inc
NEW
Shares6,408
Change+6,408
Value$262.5K
Filed 2026-11-06
Atlas Brown,Inc.
INCREASED
Shares6,231 from 5,781
Change+450 (+8%)
Value$255.2K (+$26.5K)
Filed 2026-10-09
Essential Partners LLC
UNCHANGED
Shares5,588 from 5,588
Change0 (0%)
Value$228.9K (+$7.8K)
Filed 2026-10-14
Flagstar Securities, Inc
UNCHANGED
Shares5,571 from 5,571
Change0 (0%)
Value$228.2K (+$7.7K)
Filed 2026-10-15
Realta Investment Advisors
NEW
Shares5,280
Change+5,280
Value$216.3K
Filed 2026-10-14
Marino, Stram & Associates LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$215.0K (+$7.3K)
Filed 2026-10-22
Platform Technology Partners
DECREASED
Shares5,205 from 5,630
Change-425 (-8%)
Value$213.2K (-$9.6K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares5,100 from 3,068
Change+2,032 (+66%)
Value$208.9K (+$87.5K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares4,512 from 4,512
Change0 (0%)
Value$184.8K (+$6.3K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$149.7K (+$5.1K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares2,451 from 2,775
Change-324 (-12%)
Value$100.4K (-$9.4K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares2,217 from 582
Change+1,635 (+281%)
Value$90.8K (+$67.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,900 from 1,800
Change+100 (+6%)
Value$77.8K (+$6.6K)
Filed 2026-11-06
Goodman Advisory Group, LLC
NEW
Shares1,385
Change+1,385
Value$56.7K
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.0K (+$1.4K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.0K (+$1.4K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares830
Change+830
Value$34
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares637 from 1,201
Change-564 (-47%)
Value$26.1K (-$21.4K)
Filed 2026-10-08
Mather Group, Llc.
DECREASED
Shares336 from 347
Change-11 (-3%)
Value$13.8K (+$32)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$13.5K (+$459)
Filed 2026-11-06
Tompkins Financial Corp
NEW
Shares325
Change+325
Value$13.3K
Filed 2026-10-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.3K (+$474)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares262 from 21
Change+241 (+1148%)
Value$10.7K (+$9.9K)
Filed 2026-10-16
John Boyer, Inc.
NEW
Shares234
Change+234
Value$9.6K
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$9.2K (+$312)
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$6.2K (+$211)
Filed 2026-10-07
Grove Bank & Trust
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$6.0K (+$204)
Filed 2026-10-08
Albion Financial Group
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (+$139)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares75 from 902
Change-827 (-92%)
Value$3.1K (-$32.6K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.8K (+$63)
Filed 2026-10-23
Kings Path Partners LLC
NEW
Shares41
Change+41
Value$1.7K
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.6K (+$52)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares28 from 139
Change-111 (-80%)
Value$1.1K (-$4.4K)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares16
Change+16
Value$639
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 208,601
Change-208,601 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 69,211
Change-69,211 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-21
Compound Planning, Inc.
CLOSED
Shares0 from 10,584
Change-10,584 (-100%)
Value$0 (-$418.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
CLOSED
Shares0 from 10,280
Change-10,280 (-100%)
Value$0 (-$406.8K)
Filed 2026-10-26
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 8,429
Change-8,429 (-100%)
Value$0 (-$333.0K)
Filed 2026-11-05
Friday Financial
CLOSED
Shares0 from 6,678
Change-6,678 (-100%)
Value$0 (-$270.9K)
Filed 2026-10-09
Unique Wealth, LLC
CLOSED
Shares0 from 6,470
Change-6,470 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-16
Trek Financial, LLC
CLOSED
Shares0 from 5,550
Change-5,550 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$20.7K)
Filed 2026-11-02
Mcdonald Partners LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$19.8K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,225,662
Change-2,225,662 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,151,110
Change-1,151,110 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 826,242
Change-826,242 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 823,586
Change-823,586 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 759,580
Change-759,580 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 412,635
Change-412,635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 393,243
Change-393,243 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 308,858
Change-308,858 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 281,513
Change-281,513 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 274,731
Change-274,731 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 210,759
Change-210,759 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 208,281
Change-208,281 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 193,300
Change-193,300 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 184,254
Change-184,254 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 181,273
Change-181,273 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 177,988
Change-177,988 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 145,113
Change-145,113 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 141,012
Change-141,012 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 139,349
Change-139,349 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 127,111
Change-127,111 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 120,387
Change-120,387 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 117,007
Change-117,007 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 110,408
Change-110,408 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 109,376
Change-109,376 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 108,666
Change-108,666 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 100,810
Change-100,810 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 86,992
Change-86,992 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 83,075
Change-83,075 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 80,015
Change-80,015 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 78,870
Change-78,870 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 75,509
Change-75,509 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 72,947
Change-72,947 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 71,050
Change-71,050 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,747
Change-69,747 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 63,964
Change-63,964 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 63,325
Change-63,325 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 63,138
Change-63,138 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 61,747
Change-61,747 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 59,860
Change-59,860 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 59,205
Change-59,205 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 59,197
Change-59,197 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 57,761
Change-57,761 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,589
Change-51,589 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 46,700
Change-46,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,317
Change-43,317 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 40,098
Change-40,098 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 38,701
Change-38,701 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,875
Change-36,875 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 36,445
Change-36,445 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 36,444
Change-36,444 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 31,647
Change-31,647 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 31,441
Change-31,441 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 31,334
Change-31,334 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,702
Change-29,702 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,970
Change-28,970 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 25,459
Change-25,459 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,571
Change-21,571 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,369
Change-20,369 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 19,951
Change-19,951 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 19,770
Change-19,770 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,731
Change-19,731 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 19,057
Change-19,057 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,849
Change-17,849 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,406
Change-13,406 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,134
Change-13,134 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,732
Change-12,732 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 12,502
Change-12,502 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,998
Change-11,998 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,809
Change-11,809 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 11,785
Change-11,785 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 10,948
Change-10,948 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,164
Change-9,164 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 9,124
Change-9,124 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 659
Change-659 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 652
Change-652 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 536
Change-536 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 254
Change-254 (-100%)
Value—
UBS Group AG
N/A
Shares— from 166
Change-166 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 39
Change-39 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Neos Investment Management LLC
INCREASED3,006,5922,734,560+272,032+10%$108.2M$123.2M+$14.9M2026-11-04
Heirloom Wealth Management
INCREASED1,485,1691,005,004+480,165+48%$39.8M$60.8M+$21.1M2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED639,513511,600+127,913+25%$20.2M$26.2M+$6.0M2026-11-03
Exchange Traded Concepts, LLC
INCREASED537,785529,428+8,357+2%$20.9M$22.0M+$1.1M2026-10-28
Augustine Asset Management Inc
DECREASED379,632380,296-6640%$15.0M$15.5M+$501.4K2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED309,570310,579-1,0090%$12.3M$12.7M+$390.4K2026-10-06
CLG LLC
INCREASED284,736276,529+8,207+3%$10.9M$11.7M+$720.5K2026-10-13
Kestra Advisory Services, LLC
DECREASED277,101282,294-5,193-2%$11.2M$11.4M+$179.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED270,330264,561+5,769+2%$10.5M$11.1M+$604.0K2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED251,600242,000+9,600+4%$9.6M$10.4M+$779.9K2026-10-28
GoalVest Advisory LLC
INCREASED229,006221,219+7,787+4%$8.8M$9.4M+$626.5K2026-10-02
Oarsman Capital, Inc.
INCREASED219,175204,694+14,481+7%$8.1M$9.0M+$877.7K2026-11-05
American National Bank & Trust
DECREASED209,704220,351-10,647-5%$8.7M$8.6M-$129.3K2026-10-07
Commonwealth Equity Services, LLC
INCREASED194,246182,319+11,927+7%$7.2M$8.0M+$742.0K2026-11-02
Rockport Wealth LLC
INCREASED179,569141,928+37,641+27%$5.6M$7.4M+$1.7M2026-11-03
Prospera Financial Services Inc
DECREASED177,979198,011-20,032-10%$7.8M$6.8M-$1.0M2026-11-04
Marks Group Wealth Management, Inc
DECREASED168,234170,635-2,401-1%$6.8M$6.9M+$138.8K2026-11-05
Procyon Advisors, LLC
INCREASED144,556122,006+22,550+18%$4.8M$5.9M+$1.1M2026-10-21
Nikulski Financial, Inc.
INCREASED133,368123,390+9,978+8%$4.9M$5.5M+$580.2K2026-11-06
Imc-Chicago, LLC
NEW128,374—+128,374——$5.3M—2026-11-05
Riverwater Partners LLC
INCREASED114,90882,626+32,282+39%$3.3M$4.7M+$1.4M2026-11-03
Pinion Investment Advisors, LLC
INCREASED107,803103,766+4,037+4%$4.1M$4.4M+$309.6K2026-11-04
Moulton Wealth Management, Inc
INCREASED99,02768,483+30,544+45%$2.7M$4.1M+$1.3M2026-10-13
Cambridge Advisors Inc.
DECREASED88,76292,025-3,263-4%$3.6M$3.6M-$5.7K2026-10-19
Capital Asset Advisory Services LLC
INCREASED69,21769,211+6+0%$2.7M$2.7M+$7.2K2026-10-30
Farther Finance Advisors, LLC
INCREASED63,85961,777+2,082+3%$2.4M$2.6M+$171.1K2026-10-08
Retirement Guys Formula LLC
INCREASED62,51837,757+24,761+66%$1.5M$2.6M+$1.1M2026-10-26
Tcfg Investment Advisors, LLC
INCREASED54,26028,395+25,865+91%$1.1M$2.2M+$1.1M2026-10-20
Creative Planning
DECREASED47,46749,586-2,119-4%$2.0M$1.9M-$17.9K2026-11-02
Wespac Advisors, LLC
INCREASED42,47733,597+8,880+26%$1.3M$1.7M+$410.4K2026-10-26
MGO One Seven LLC
DECREASED41,366109,855-68,489-62%$4.3M$1.7M-$2.7M2026-10-28
Apollon Wealth Management, LLC
INCREASED39,06038,981+79+0%$1.5M$1.6M+$57.4K2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED34,89134,892-10%$1.4M$1.4M+$48.5K2026-10-15
Northbridge Financial Group, LLC
INCREASED34,81134,345+466+1%$1.4M$1.4M+$71.4K2026-11-05
Matauro, LLC
INCREASED33,45730,156+3,301+11%$1.2M$1.4M+$177.1K2026-11-03
Sowell Financial Services LLC
DECREASED30,07738,077-8,000-21%$1.5M$1.2M-$274.8K2026-10-23
Ipsen Advisor Group LLC
INCREASED29,59527,834+1,761+6%$1.1M$1.2M+$110.8K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED29,32647,257-17,931-38%$1.9M$1.2M-$668.8K2026-10-30
Haven Private, LLC
INCREASED29,04724,117+4,930+20%$954.3K$1.2M+$235.5K2026-10-27
Barclays PLC
UNCHANGED25,30025,30000%$1.0M$1.0M+$35.2K2026-11-06
Visionary Wealth Advisors
INCREASED24,55223,213+1,339+6%$918.5K$1.0M+$87.1K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED24,17016,543+7,627+46%$654.6K$990.0K+$335.4K2026-10-16
Meridian Wealth Management, LLC
NEW22,982—+22,982——$941.3K—2026-11-05
Intrua Financial, LLC
DECREASED22,85523,360-505-2%$924.4K$936.1K+$11.8K2026-10-28
Merit Financial Group, LLC
NEW22,799—+22,799——$933.8K—2026-11-06
Simplicity Wealth,LLC
INCREASED21,57819,656+1,922+10%$777.8K$883.8K+$106.0K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED21,05736,989-15,932-43%$1.5M$862.5K-$601.2K2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED20,43920,43900%$808.8K$837.2K+$28.4K2026-11-02
True North Advisors, LLC
UNCHANGED20,02020,02000%$792.2K$820.0K+$27.8K2026-10-22
Silverlake Wealth Management LLC
DECREASED19,73020,554-824-4%$813.3K$808.1K-$5.2K2026-10-21
WMG Financial Advisors, LLC
UNCHANGED19,70019,70000%$779.5K$779.5K$02026-10-28
Perigon Wealth Management, LLC
INCREASED19,64516,681+2,964+18%$660.1K$804.6K+$144.6K2026-10-22
OpenArc Corporate Advisory, LLC
NEW18,967—+18,967——$776.9K—2026-10-21
Truist Financial Corp
DECREASED18,82119,345-524-3%$765.5K$770.9K+$5.4K2026-10-30
Hilltop National Bank
UNCHANGED17,97517,97500%$711.3K$736.3K+$25.0K2026-10-14
Lanark Financial, Inc.
INCREASED17,10313,603+3,500+26%$538.3K$700.5K+$162.3K2026-10-26
Horst & Graben Wealth Management LLC
INCREASED16,94016,597+343+2%$660.3K$693.9K+$33.5K2026-11-02
Trinity Financial Advisors LLC
NEW16,374—+16,374——$670.7K—2026-10-09
CWA Asset Management Group, LLC
INCREASED15,59814,719+879+6%$582.4K$638.9K+$56.5K2026-10-19
SLT Holdings LLC
INCREASED15,17013,090+2,080+16%$518.0K$621.4K+$103.4K2026-10-15
Guidance Point Advisors, LLC
DECREASED15,10935,693-20,584-58%$1.4M$618.9K-$793.5K2026-10-15
Optima Capital LLC
DECREASED13,95138,564-24,613-64%$1.5M$571.4K-$954.5K2026-10-29
StoneX Group Inc.
DECREASED13,95118,750-4,799-26%$790.1K$571.3K-$218.8K2026-11-03
Buttonwood Financial Group, LLC
NEW13,718—+13,718——$563.7K—2026-10-16
Vise Technologies, Inc.
INCREASED13,4287,691+5,737+75%$304.3K$550.0K+$245.7K2026-10-29
Blue Zone Wealth Advisors, LLC
UNCHANGED12,85012,85000%$508.5K$526.3K+$17.9K2026-10-19
Founders Financial Securities LLC
DECREASED12,74413,508-764-6%$534.5K$522.0K-$12.5K2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED12,59912,915-316-2%$511.3K$516.1K+$4.8K2026-10-13
Encompass More Asset Management
NEW11,622—+11,622——$476.0K—2026-10-16
Kanawha Capital Management LLC
UNCHANGED11,49511,49500%$454.9K$470.8K+$16.0K2026-10-19
Crosspoint Financial, LLC
INCREASED11,0507,230+3,820+53%$286.1K$452.6K+$166.5K2026-11-03
Sage Rhino Capital LLC
DECREASED10,86217,562-6,700-38%$694.9K$444.9K-$250.0K2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED10,80010,000+800+8%$395.7K$442.4K+$46.7K2026-11-02
Soltis Investment Advisors LLC
NEW10,337—+10,337——$423.4K—2026-10-28
Vista Investment Partners II, LLC
DECREASED9,98229,829-19,847-67%$1.2M$408.9K-$771.5K2026-10-15
Sigma Planning Corp
INCREASED9,9768,098+1,878+23%$320.4K$408.6K+$88.2K2026-10-23
Moneco Advisors, LLC
UNCHANGED9,6259,62500%$380.9K$394.2K+$13.4K2026-11-05
Belvedere Trading LLC
NEW9,255—+9,255——$379.1K—2026-11-05
Primoris Wealth Advisors, LLC
INCREASED8,9308,430+500+6%$333.6K$370.9K+$37.3K2026-10-28
First Heartland Consultants, Inc.
INCREASED8,8537,854+999+13%$310.8K$362.6K+$51.8K2026-10-08
Brookstone Capital Management
DECREASED8,5618,601-400%$340.3K$350.7K+$10.3K2026-10-22
S.A. Mason LLC
UNCHANGED8,0408,04000%$318.1K$329.3K+$11.2K2026-10-13
Hara Capital LLC
UNCHANGED7,5007,50000%$296.8K$307.2K+$10.4K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED7,4187,168+250+3%$283.6K$303.8K+$20.2K2026-10-21
PKS Advisory Services, LLC
UNCHANGED7,2307,23000%$286.1K$286.1K$02026-10-26
World Equity Group, Inc.
DECREASED7,0038,493-1,490-18%$336.1K$286.8K-$49.2K2026-10-14
Integras Partners LLC
NEW6,980—+6,980——$285.9K—2026-10-30
Spire Wealth Management
UNCHANGED6,9646,96400%$275.6K$285.2K+$9.7K2026-10-30
Advisor Resource Council
DECREASED6,8836,938-55-1%$284.7K$280.9K-$3.8K2026-11-05
Aaron Wealth Advisors LLC
UNCHANGED6,7006,70000%$265.1K$274.4K+$9.3K2026-10-13
Centerline Wealth Advisors, LLC
INCREASED6,6885,234+1,454+28%$207.1K$273.9K+$66.8K2026-10-15
PFG Advisors
UNCHANGED6,6256,62500%$262.2K$271.4K+$9.2K2026-10-16
Fifth Third Bancorp
INCREASED6,4266,399+27+0%$253.2K$263.2K+$10.0K2026-11-05
Darden Wealth Group Inc
NEW6,408—+6,408——$262.5K—2026-11-06
Atlas Brown,Inc.
INCREASED6,2315,781+450+8%$228.7K$255.2K+$26.5K2026-10-09
Essential Partners LLC
UNCHANGED5,5885,58800%$221.1K$228.9K+$7.8K2026-10-14
Flagstar Securities, Inc
UNCHANGED5,5715,57100%$220.4K$228.2K+$7.7K2026-10-15
Realta Investment Advisors
NEW5,280—+5,280——$216.3K—2026-10-14
Marino, Stram & Associates LLC
UNCHANGED5,2505,25000%$207.7K$215.0K+$7.3K2026-10-22
Platform Technology Partners
DECREASED5,2055,630-425-8%$222.8K$213.2K-$9.6K2026-11-02
Private Trust Co NA
INCREASED5,1003,068+2,032+66%$121.4K$208.9K+$87.5K2026-10-20
Arlington Trust Co LLC
UNCHANGED4,5124,51200%$178.5K$184.8K+$6.3K2026-10-20
Parallel Advisors, LLC
UNCHANGED3,6553,65500%$144.6K$149.7K+$5.1K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED2,4512,775-324-12%$109.8K$100.4K-$9.4K2026-11-04
GGM Financial LLC
INCREASED2,217582+1,635+281%$23.0K$90.8K+$67.8K2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,9001,800+100+6%$71.2K$77.8K+$6.6K2026-11-06
Goodman Advisory Group, LLC
NEW1,385—+1,385——$56.7K—2026-11-02
US Bancorp \de\
UNCHANGED1,0001,00000%$39.6K$41.0K+$1.4K2026-11-05
Larson Financial Group LLC
UNCHANGED1,0001,00000%$39.6K$41.0K+$1.4K2026-11-05
Polaris Financial Partners
NEW830—+830——$34—2026-10-02
CoreCap Advisors, LLC
DECREASED6371,201-564-47%$47.5K$26.1K-$21.4K2026-10-08
Mather Group, Llc.
DECREASED336347-11-3%$13.7K$13.8K+$322026-10-14
Clearstead Advisors, LLC
UNCHANGED33033000%$13.1K$13.5K+$4592026-11-06
Tompkins Financial Corp
NEW325—+325——$13.3K—2026-10-05
TD Waterhouse Canada Inc.
UNCHANGED30030000%$11.9K$12.3K+$4742026-10-16
IFP Advisors, Inc
INCREASED26221+241+1148%$831$10.7K+$9.9K2026-10-16
John Boyer, Inc.
NEW234—+234——$9.6K—2026-10-27
Kimelman & Baird, LLC
UNCHANGED22522500%$8.9K$9.2K+$3122026-11-03
Investors Research Corp
UNCHANGED15215200%$6.0K$6.2K+$2112026-10-07
Grove Bank & Trust
UNCHANGED14714700%$5.8K$6.0K+$2042026-10-08
Albion Financial Group
UNCHANGED10010000%$4.0K$4.1K+$1392026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED75902-827-92%$35.7K$3.1K-$32.6K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED454500%$1.8K$1.8K+$632026-10-23
Kings Path Partners LLC
NEW41—+41——$1.7K—2026-10-21
Creative Financial Designs Inc
UNCHANGED383800%$1.5K$1.6K+$522026-11-04
JFS Wealth Advisors, LLC
DECREASED28139-111-80%$5.5K$1.1K-$4.4K2026-11-03
Blue Trust, Inc.
NEW16—+16——$639—2026-10-15
Elevation Point Wealth Partners, LLC
CLOSED0208,601-208,601-100%$8.3M$0-$8.3M2026-11-05
Axxcess Wealth Management, LLC
CLOSED069,211-69,211-100%$2.7M$0-$2.7M2026-10-21
Compound Planning, Inc.
CLOSED010,584-10,584-100%$418.8K$0-$418.8K2026-11-05
Oppenheimer & Co Inc
CLOSED010,280-10,280-100%$406.8K$0-$406.8K2026-10-26
Ball & Co Wealth Management Inc.
CLOSED08,429-8,429-100%$333.0K$0-$333.0K2026-11-05
Friday Financial
CLOSED06,678-6,678-100%$270.9K$0-$270.9K2026-10-09
Unique Wealth, LLC
CLOSED06,470-6,470-100%$256.0K$0-$256.0K2026-10-16
Trek Financial, LLC
CLOSED05,550-5,550-100%$219.6K$0-$219.6K2026-10-29
International Assets Investment Management, LLC
CLOSED0520-520-100%$20.7K$0-$20.7K2026-11-02
Mcdonald Partners LLC
CLOSED0500-500-100%$19.8K$0-$19.8K2026-11-03
Salem Investment Counselors Inc
CLOSED030-30-100%$1.2K$0-$1.2K2026-10-13
Wellspring Financial Advisors, LLC
N/A—2,225,662-2,225,662-100%$88.1M———
LPL Financial LLC
N/A—1,151,110-1,151,110-100%$45.5M———
Raymond James Financial Inc
N/A—826,242-826,242-100%$32.7M———
Osaic Holdings, Inc.
N/A—823,586-823,586-100%$32.6M———
Proficio Capital Partners LLC
N/A—759,580-759,580-100%$30.1M———
Stifel Financial Corp
N/A—412,635-412,635-100%$16.3M———
Royal Bank of Canada
N/A—393,243-393,243-100%$15.6M———
Sonoma Allocations LLC
N/A—308,858-308,858-100%$12.4M———
Alerus Financial NA
N/A—281,513-281,513-100%$11.1M———
Cetera Investment Advisers
N/A—274,731-274,731-100%$10.9M———
JPMorgan Chase & Co
N/A—210,759-210,759-100%$8.3M———
Vestmark Advisory Solutions, Inc.
N/A—208,281-208,281-100%$8.2M———
Goldman Sachs Group Inc
N/A—193,300-193,300-100%$7.6M———
Courage Capital Management LLC
N/A—184,254-184,254-100%$7.3M———
Fortis Group Advisors, LLC
N/A—181,273-181,273-100%$7.2M———
Osborne Partners Capital Management, LLC
N/A—177,988-177,988-100%$7.0M———
Winch Advisory Services, LLC
N/A—145,113-145,113-100%$5.7M———
HighTower Advisors, LLC
N/A—141,012-141,012-100%$5.6M———
World Investment Advisors
N/A—139,349-139,349-100%$6.4M———
Jump Financial, LLC
N/A—127,111-127,111-100%$5.0M———
Geneos Wealth Management Inc.
N/A—120,387-120,387-100%$4.8M———
Jane Street Group, LLC
N/A—117,007-117,007-100%$4.6M———
Optimus Capital Advisors, LLC
N/A—110,408-110,408-100%$4.4M———
Summit Financial, LLC
N/A—109,376-109,376-100%$4.3M———
Stratos Wealth Partners, Ltd.
N/A—108,666-108,666-100%$4.3M———
Cerity Partners LLC
N/A—100,810-100,810-100%$4.0M———
WealthTrak Capital Management LLC
N/A—86,992-86,992-100%$3.4M———
OneDigital Investment Advisors LLC
N/A—83,075-83,075-100%$3.3M———
Citadel Advisors LLC
N/A—80,015-80,015-100%$3.2M———
Mutual Advisors, LLC
N/A—78,870-78,870-100%$3.1M———
Virtu Financial LLC
N/A—75,509-75,509-100%$3.0M———
Gentry Private Wealth, LLC
N/A—72,947-72,947-100%$2.9M———
Tandem Financial, LLC
N/A—71,050-71,050-100%$2.8M———
NewEdge Advisors, LLC
N/A—69,747-69,747-100%$2.8M———
Arkadios Wealth Advisors
N/A—63,964-63,964-100%$2.5M———
Envestnet Asset Management Inc
N/A—63,325-63,325-100%$2.5M———
Essex Financial Services, Inc.
N/A—63,138-63,138-100%$2.5M———
Paladin Advisory Group, LLC
N/A—61,747-61,747-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—59,860-59,860-100%$2.4M———
Equitable Holdings, Inc.
N/A—59,205-59,205-100%$2.3M———
Mariner, LLC
N/A—59,197-59,197-100%$2.3M———
Global Retirement Partners, LLC
N/A—57,761-57,761-100%$2.3M———
MML Investors Services, LLC
N/A—51,589-51,589-100%$2.0M———
Boothbay Fund Management, LLC
N/A—46,700-46,700-100%$1.8M———
Private Advisor Group, LLC
N/A—43,317-43,317-100%$1.7M———
Renaissance Technologies LLC
N/A—41,100-41,100-100%$1.6M———
AQR Capital Management LLC
N/A—40,098-40,098-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—38,701-38,701-100%$1.5M———
Advisory Services Network, LLC
N/A—36,875-36,875-100%$1.5M———
Generation Capital Management LLC
N/A—36,445-36,445-100%$1.4M———
Tudor Investment Corp ET AL
N/A—36,444-36,444-100%$1.4M———
Regal Investment Advisors LLC
N/A—31,647-31,647-100%$1.3M———
Waverly Advisors, LLC
N/A—31,441-31,441-100%$1.2M———
Exit Wealth Advisors, Llc.
N/A—31,334-31,334-100%$1.2M———
Janney Montgomery Scott LLC
N/A—29,702-29,702-100%$1.2M———
Morgan Stanley
N/A—28,970-28,970-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—25,459-25,459-100%$1.0M———
Neuberger Berman Group LLC
N/A—22,000-22,000-100%$870.5K———
Allworth Financial LP
N/A—21,571-21,571-100%$853.6K———
Arete Wealth Advisors, LLC
N/A—20,743-20,743-100%$820.8K———
Kovack Advisors, Inc.
N/A—20,369-20,369-100%$806.0K———
Prostatis Group LLC
N/A—19,951-19,951-100%$789.5K———
Strait & Sound Wealth Management LLC
N/A—19,770-19,770-100%$782.3K———
Two Sigma Securities, LLC
N/A—19,731-19,731-100%$780.8K———
Flow Traders U.S. LLC
N/A—19,057-19,057-100%$754.0K———
17 Capital Partners, LLC
N/A—18,094-18,094-100%$716.0K———
Pathstone Holdings, LLC
N/A—17,849-17,849-100%$706.3K———
Betterment LLC
N/A—17,273-17,273-100%$683.0K———
Evelyn Partners Group Ltd
N/A—15,740-15,740-100%$622.8K———
Cresset Asset Management, LLC
N/A—13,406-13,406-100%$530.5K———
Level Four Advisory Services, LLC
N/A—13,134-13,134-100%$519.7K———
First Commonwealth Financial Corp
N/A—12,818-12,818-100%$507.2K———
Moneta Group Investment Advisors LLC
N/A—12,732-12,732-100%$503.8K———
Secured Retirement Advisors, LLC
N/A—12,502-12,502-100%$494.7K———
Insigneo Advisory Services, LLC
N/A—12,500-12,500-100%$494.6K———
Integrated Wealth Concepts LLC
N/A—12,103-12,103-100%$478.9K———
Western Wealth Management, LLC
N/A—11,998-11,998-100%$474.8K———
Texas Yale Capital Corp.
N/A—11,809-11,809-100%$467.3K———
Horizon Bancorp Inc
N/A—11,785-11,785-100%$466.0K———
Manning & Napier Advisors LLC
N/A—11,554-11,554-100%$457.4K———
Sanctuary Advisors, LLC
N/A—11,016-11,016-100%$435.9K———
Pine Harbor Wealth Management, LLC
N/A—10,948-10,948-100%$433.2K———
Snowden Capital Advisors LLC
N/A—10,936-10,936-100%$432.7K———
Franklin Resources Inc
N/A—10,483-10,483-100%$414.8K———
Clark Capital Management Group, Inc.
N/A—10,066-10,066-100%$398.3K———
Lcnb Corp
N/A—9,164-9,164-100%$362.6K———
Banco BTG Pactual S.A.
N/A—9,124-9,124-100%$361.0K———
Stratos Investment Management, LLC
N/A—8,904-8,904-100%$352.3K———
Stratos Wealth Advisors, LLC
N/A—8,323-8,323-100%$329.3K———
Focus Partners Advisor Solutions, LLC
N/A—8,283-8,283-100%$327.8K———
Range Advisory, LLC
N/A—7,995-7,995-100%$316.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,915-6,915-100%$273.0K———
MAI Capital Management
N/A—6,213-6,213-100%$245.8K———
Focus Partners Wealth
N/A—6,160-6,160-100%$243.8K———
Atomic Invest LLC
N/A—5,904-5,904-100%$233.8K———
Susquehanna International Group, LLP
N/A—5,857-5,857-100%$231.8K———
Gambit Capital Management, LLC
N/A—5,420-5,420-100%$214.5K———
Wood Tarver Financial Group, LLC
N/A—5,416-5,416-100%$214.0K———
AE Wealth Management LLC
N/A—5,328-5,328-100%$210.8K———
Captrust Financial Advisors
N/A—5,324-5,324-100%$210.7K———
W1m Asset Management Ltd
N/A—5,100-5,100-100%$201.9K———
JTC Employer Solutions Trustee Ltd
N/A—5,000-5,000-100%$198.0K———
Arax Advisory Partners
N/A—4,747-4,747-100%$187.8K———
FMR LLC
N/A—4,432-4,432-100%$175.4K———
Capital Analysts, LLC
N/A—3,752-3,752-100%$148.0K———
Bessemer Group Inc
N/A—3,215-3,215-100%$127.0K———
Hollencrest Capital Management
N/A—2,700-2,700-100%$106.8K———
Fourth Dimension Wealth, LLC
N/A—2,057-2,057-100%$81.4K———
BlackRock, Inc.
N/A—2,049-2,049-100%$81.1K———
Darwin Wealth Management, LLC
N/A—1,485-1,485-100%$58.8K———
IFG Advisory, LLC
N/A—1,024-1,024-100%$40.5K———
Steward Partners Investment Advisory, LLC
N/A—754-754-100%$29.8K———
Jones Financial Companies Lllp
N/A—659-659-100%$26.4K———
Wells Fargo & Company
N/A—652-652-100%$25.8K———
Tower Research Capital LLC (TRC)
N/A—536-536-100%$21.2K———
Harbour Investments, Inc.
N/A—517-517-100%$20.5K———
Northwestern Mutual Wealth Management Co
N/A—254-254-100%$10.1K———
UBS Group AG
N/A—166-166-100%$6.6K———
Medallion Wealth Advisors, LLC
N/A—151-151-100%$6.0K———
Gould Capital, LLC
N/A—98-98-100%$3.9K———
Strive Financial Group,LLC
N/A—65-65-100%$2.6K———
Copia Wealth Management
N/A—39-39-100%$1.5K———
Imprint Wealth LLC
N/A—6-6-100%$237———
Showing 261 of 261 institutions