Graniteshares Gold Trust (BAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Bank of New York Mellon Corp

INCREASED

Shares726,691 from 702,594

Change+24,097 (+3%)

Value$29.7M (+$2.0M)

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares676,072 from 692,247

Change-16,175 (-2%)

Value$27.7M (+$293.6K)

Filed 2026-11-06

Brandywine OAK Private Wealth LLC

DECREASED

Shares452,405 from 452,642

Change-237 (0%)

Value$18.5M (+$614.9K)

Filed 2026-10-23

Lake Street Private Wealth, LLC

DECREASED

Shares398,172 from 408,474

Change-10,302 (-3%)

Value$16.3M (+$142.7K)

Filed 2026-10-22

China Universal Asset Management Co., Ltd.

DECREASED

Shares287,100 from 303,000

Change-15,900 (-5%)

Value$11.8M (-$177.8K)

Filed 2026-10-28

Columbus Macro, LLC

DECREASED

Shares242,424 from 250,000

Change-7,576 (-3%)

Value$9.9M (+$35.1K)

Filed 2026-10-14

Nations Financial Group Inc,

INCREASED

Shares228,561 from 126,498

Change+102,063 (+81%)

Value$9.4M (+$4.3M)

Filed 2026-11-05

ETF Store, Inc.

INCREASED

Shares124,196 from 118,926

Change+5,270 (+4%)

Value$5.1M (+$379.7K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares105,201 from 104,866

Change+335 (+0%)

Value$4.3M (+$158.4K)

Filed 2026-11-02

Clear Point Advisors Inc.

INCREASED

Shares90,162 from 89,915

Change+247 (+0%)

Value$3.7M (+$134.2K)

Filed 2026-10-30

Lido Advisors, LLC

INCREASED

Shares79,377 from 78,194

Change+1,183 (+2%)

Value$3.2M (+$156.3K)

Filed 2026-11-04

Compass Financial Management LLC

INCREASED

Shares74,531 from 73,413

Change+1,118 (+2%)

Value$3.0M (+$140.9K)

Filed 2026-10-30

Cherry Creek Investment Advisors, Inc.

INCREASED

Shares67,694 from 65,919

Change+1,775 (+3%)

Value$2.8M (+$163.6K)

Filed 2026-10-14

Virtue Capital Management, LLC

INCREASED

Shares55,717 from 29,305

Change+26,412 (+90%)

Value$2.3M (+$1.1M)

Filed 2026-10-29

GC Wealth Management RIA, LLC

UNCHANGED

Shares53,893 from 53,893

Change0 (0%)

Value$2.2M (+$74.4K)

Filed 2026-11-02

Elevation Point Wealth Partners, LLC

INCREASED

Shares47,425 from 44,892

Change+2,533 (+6%)

Value$1.9M (+$165.6K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares45,211 from 53,544

Change-8,333 (-16%)

Value$1.9M (-$267.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

NEW

Shares43,199

Change+43,199

Value$1.8M

Filed 2026-11-02

Inspirion Wealth Advisors, LLC

UNCHANGED

Shares41,045 from 41,045

Change0 (0%)

Value$1.7M (+$46.8K)

Filed 2026-10-09

BKM Wealth Management, LLC

INCREASED

Shares39,562 from 34,540

Change+5,022 (+15%)

Value$1.6M (+$253.1K)

Filed 2026-10-22

Core Wealth Advisors, LLC

DECREASED

Shares32,863 from 32,937

Change-74 (0%)

Value$1.3M (+$42.4K)

Filed 2026-11-05

Semus Wealth Partners LLC

DECREASED

Shares32,043 from 32,231

Change-188 (-1%)

Value$1.3M (+$36.8K)

Filed 2026-10-22

American Financial & TAX Strategies Inc

INCREASED

Shares31,903 from 31,168

Change+735 (+2%)

Value$1.3M (+$73.1K)

Filed 2026-10-16

Hanseatic Management Services Inc

INCREASED

Shares31,146 from 27,171

Change+3,975 (+15%)

Value$1.3M (+$200.1K)

Filed 2026-10-27

Choreo, LLC

INCREASED

Shares30,787 from 25,095

Change+5,692 (+23%)

Value$1.3M (+$267.5K)

Filed 2026-10-28

DMC Group, LLC

INCREASED

Shares29,605 from 25,786

Change+3,819 (+15%)

Value$1.2M (+$191.8K)

Filed 2026-10-26

Crew Capital Management, Ltd

INCREASED

Shares29,218 from 13,346

Change+15,872 (+119%)

Value$1.2M (+$667.7K)

Filed 2026-10-28

LexAurum Advisors, LLC

DECREASED

Shares28,673 from 28,692

Change-19 (0%)

Value$1.2M (+$38.8K)

Filed 2026-10-19

Imc-Chicago, LLC

DECREASED

Shares27,872 from 35,661

Change-7,789 (-22%)

Value$1.1M (-$269.4K)

Filed 2026-11-05

Financial Guidance Group, Inc.

DECREASED

Shares25,744 from 27,979

Change-2,235 (-8%)

Value$1.1M (-$52.8K)

Filed 2026-10-21

Focus Financial Network, Inc.

NEW

Shares22,854

Change+22,854

Value$935.0K

Filed 2026-10-14

Armstrong Advisory Group, Inc

INCREASED

Shares20,360 from 17,792

Change+2,568 (+14%)

Value$832.9K (+$129.6K)

Filed 2026-10-09

Atria Investments, Inc

DECREASED

Shares17,125 from 21,597

Change-4,472 (-21%)

Value$700.6K (-$153.1K)

Filed 2026-10-15

MGO One Seven LLC

INCREASED

Shares15,916 from 15,232

Change+684 (+4%)

Value$651.1K (+$49.0K)

Filed 2026-10-28

Tactive Advisors, LLC

DECREASED

Shares15,642 from 16,152

Change-510 (-3%)

Value$639.9K (+$1.4K)

Filed 2026-10-08

Flynn Zito Capital Management, LLC

DECREASED

Shares14,345 from 14,636

Change-291 (-2%)

Value$586.9K (+$8.3K)

Filed 2026-11-04

Ehrlich Financial Group

DECREASED

Shares13,172 from 13,220

Change-48 (0%)

Value$538.9K (+$16.3K)

Filed 2026-10-20

Kraft, Davis & Associates, LLC

UNCHANGED

Shares12,767 from 12,767

Change0 (0%)

Value$520.3K (+$9.3K)

Filed 2026-10-21

Creative Planning

INCREASED

Shares12,591 from 12,011

Change+580 (+5%)

Value$515.1K (+$40.3K)

Filed 2026-11-02

CLG LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$490.9K (+$16.6K)

Filed 2026-10-13

Beacon Financial Advisory LLC

DECREASED

Shares11,380 from 11,432

Change-52 (0%)

Value$465.6K (+$13.6K)

Filed 2026-10-16

Almanack Investment Partners, Llc.

DECREASED

Shares11,210 from 14,210

Change-3,000 (-21%)

Value$458.6K (-$103.1K)

Filed 2026-11-03

IPG Investment Advisors LLC

UNCHANGED

Shares11,100 from 11,100

Change0 (0%)

Value$454.1K (+$15.3K)

Filed 2026-10-30

Evanson Financial, LLC

UNCHANGED

Shares11,083 from 11,083

Change0 (0%)

Value$453.4K (+$15.3K)

Filed 2026-10-23

Redhawk Wealth Advisors, Inc.

UNCHANGED

Shares11,031 from 11,031

Change0 (0%)

Value$451.3K (+$15.2K)

Filed 2026-10-14

Comprehensive Financial Consultants Institutional, Inc.

INCREASED

Shares10,947 from 8,687

Change+2,260 (+26%)

Value$447.8K (+$104.4K)

Filed 2026-10-15

Castle Rock Wealth Management, LLC

INCREASED

Shares9,532 from 6,979

Change+2,553 (+37%)

Value$391.2K (+$113.7K)

Filed 2026-10-09

Simplicity Wealth,LLC

DECREASED

Shares9,098 from 9,113

Change-15 (0%)

Value$372.2K (+$12.0K)

Filed 2026-10-23

Journey Retirement Planning & Investment Management LLC

INCREASED

Shares9,055 from 8,905

Change+150 (+2%)

Value$370.4K (+$18.4K)

Filed 2026-10-09

Savant Capital, LLC

INCREASED

Shares8,869 from 8,569

Change+300 (+4%)

Value$362.8K (+$24.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares8,866 from 8,866

Change0 (0%)

Value$360.3K (+$1.7K)

Filed 2026-10-13

Portfolio Strategies, Inc.

DECREASED

Shares8,741 from 11,123

Change-2,382 (-21%)

Value$357.6K (-$82.1K)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares8,485 from 7,896

Change+589 (+7%)

Value$347.1K (+$35.0K)

Filed 2026-10-30

Moneco Advisors, LLC

UNCHANGED

Shares8,300 from 8,300

Change0 (0%)

Value$339.6K (+$11.5K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

DECREASED

Shares8,033 from 8,610

Change-577 (-7%)

Value$328.6K (-$11.7K)

Filed 2026-10-21

Visionary Wealth Advisors

UNCHANGED

Shares7,863 from 7,863

Change0 (0%)

Value$321.7K (+$10.9K)

Filed 2026-11-04

Blue Trust, Inc.

DECREASED

Shares7,769 from 7,774

Change-5 (0%)

Value$317.8K (+$10.5K)

Filed 2026-10-15

Fifth Third Bancorp

INCREASED

Shares7,711 from 7,302

Change+409 (+6%)

Value$315.5K (+$26.8K)

Filed 2026-11-05

Wedbush Securities Inc

DECREASED

Shares7,513 from 8,113

Change-600 (-7%)

Value$307.0K (-$14.0K)

Filed 2026-10-22

Veltria Advisors Corp.

UNCHANGED

Shares6,327 from 6,327

Change0 (0%)

Value$258.8K (+$8.7K)

Filed 2026-11-05

Ballast Rock Private Wealth LLC

INCREASED

Shares6,293 from 6,257

Change+36 (+1%)

Value$257.4K (+$10.1K)

Filed 2026-10-26

Frank, Rimerman Advisors LLC

UNCHANGED

Shares6,121 from 6,121

Change0 (0%)

Value$250.4K (+$8.4K)

Filed 2026-10-16

B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares5,979 from 5,979

Change0 (0%)

Value$244.6K (+$8.2K)

Filed 2026-10-13

Thrive Capital Management, LLC

UNCHANGED

Shares5,938 from 5,938

Change0 (0%)

Value$242.9K (+$8.2K)

Filed 2026-10-28

HBW Advisory Services LLC

DECREASED

Shares5,831 from 7,152

Change-1,321 (-18%)

Value$238.5K (-$44.2K)

Filed 2026-10-15

RS Crum Inc.

UNCHANGED

Shares5,740 from 5,740

Change0 (0%)

Value$234.8K (+$7.9K)

Filed 2026-10-19

IFP Advisors, Inc

DECREASED

Shares5,610 from 5,765

Change-155 (-3%)

Value$229.5K (+$1.6K)

Filed 2026-10-16

Sapient Capital LLC

UNCHANGED

Shares5,589 from 5,589

Change0 (0%)

Value$228.6K (+$7.7K)

Filed 2026-10-08

Independent Financial Group, LLC

NEW

Shares5,432

Change+5,432

Value$222.2K

Filed 2026-10-13

PFG Advisors

UNCHANGED

Shares5,139 from 5,139

Change0 (0%)

Value$210.2K (+$7.1K)

Filed 2026-10-16

Fairvoy Private Wealth, LLC

NEW

Shares4,952

Change+4,952

Value$202.6K

Filed 2026-10-19

Investment Management Corp

NEW

Shares4,926

Change+4,926

Value$201.5K

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares3,436 from 19,581

Change-16,145 (-82%)

Value$140.6K (-$633.5K)

Filed 2026-10-08

Citigroup Inc

NEW

Shares2,392

Change+2,392

Value$97.9K

Filed 2026-11-04

EverSource Wealth Advisors, LLC

NEW

Shares2,196

Change+2,196

Value$89.8K

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares1,266 from 1,287

Change-21 (-2%)

Value$51.8K (+$917)

Filed 2026-10-08

Clearstead Advisors, LLC

UNCHANGED

Shares1,184 from 1,184

Change0 (0%)

Value$48.4K (+$1.6K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares965 from 577

Change+388 (+67%)

Value$39.5K (+$16.7K)

Filed 2026-10-22

Archer Investment Corp

DECREASED

Shares845 from 923

Change-78 (-8%)

Value$34.6K (-$1.9K)

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares515

Change+515

Value$21.1K

Filed 2026-10-09

Assetmark, Inc

UNCHANGED

Shares318 from 318

Change0 (0%)

Value$13.0K (+$438)

Filed 2026-10-21

Gamma Investing LLC

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$9.0K (+$305)

Filed 2026-10-08

Lanark Financial, Inc.

DECREASED

Shares204 from 419

Change-215 (-51%)

Value$8.3K (-$8.2K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares189

Change+189

Value$7.7K

Filed 2026-10-21

Trust Co of Toledo NA

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$4.7K (+$159)

Filed 2026-10-16

DecisionPoint Financial, LLC

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$4.2K (+$134)

Filed 2026-10-27

Latitude Advisors, LLC

NEW

Shares83

Change+83

Value$3.4K

Filed 2026-10-27

Signaturefd, LLC

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$2.8K (+$94)

Filed 2026-10-23

PNC Financial Services Group, Inc.

INCREASED

Shares54 from 35

Change+19 (+54%)

Value$2.2K (+$825)

Filed 2026-11-06

ALM First Financial Advisors, LLC

CLOSED

Shares0 from 281,590

Change-281,590 (-100%)

Value$0 (-$11.1M)

Filed 2026-10-13

FSA Investment Group, LLC

CLOSED

Shares0 from 124,487

Change-124,487 (-100%)

Value$0 (-$4.9M)

Filed 2026-10-07

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 8,695

Change-8,695 (-100%)

Value$0 (-$343.7K)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 8,019

Change-8,019 (-100%)

Value$0 (-$317.0K)

Filed 2026-10-16

StoneX Group Inc.

CLOSED

Shares0 from 5,832

Change-5,832 (-100%)

Value$0 (-$239.8K)

Filed 2026-11-03

Curran Financial Partners, LLC

CLOSED

Shares0 from 5,674

Change-5,674 (-100%)

Value$0 (-$224.3K)

Filed 2026-11-04

Reyes Financial Architecture, Inc.

CLOSED

Shares0 from 4,401

Change-4,401 (-100%)

Value$0 (-$174.0K)

Filed 2026-10-22

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,320

Change-1,320 (-100%)

Value$0 (-$52.2K)

Filed 2026-10-15

International Assets Investment Management, LLC

CLOSED

Shares0 from 489

Change-489 (-100%)

Value$0 (-$19.4K)

Filed 2026-11-02

Evolution Wealth Management Inc.

CLOSED

Shares0 from 174

Change-174 (-100%)

Value$0 (-$6.9K)

Filed 2026-10-28

Bank of America Corp

N/A

Shares— from 2,464,379

Change-2,464,379 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,069,738

Change-1,069,738 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 633,252

Change-633,252 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 579,180

Change-579,180 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 451,588

Change-451,588 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 308,814

Change-308,814 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 300,563

Change-300,563 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 269,458

Change-269,458 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 218,453

Change-218,453 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 216,245

Change-216,245 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 211,478

Change-211,478 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 206,312

Change-206,312 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 187,913

Change-187,913 (-100%)

Value—

a16z Perennial Management, L.P.

N/A

Shares— from 181,946

Change-181,946 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 155,792

Change-155,792 (-100%)

Value—

Brendel Financial Advisors LLC

N/A

Shares— from 146,753

Change-146,753 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 133,340

Change-133,340 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 114,576

Change-114,576 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 96,550

Change-96,550 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 92,517

Change-92,517 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 80,126

Change-80,126 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 78,651

Change-78,651 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 76,224

Change-76,224 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 75,717

Change-75,717 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 70,810

Change-70,810 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 68,690

Change-68,690 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 65,599

Change-65,599 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 54,893

Change-54,893 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 50,722

Change-50,722 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 44,781

Change-44,781 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 43,867

Change-43,867 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 43,313

Change-43,313 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 41,244

Change-41,244 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 39,327

Change-39,327 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 35,974

Change-35,974 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 35,821

Change-35,821 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 33,002

Change-33,002 (-100%)

Value—

UBS Group AG

N/A

Shares— from 29,857

Change-29,857 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 29,193

Change-29,193 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 27,713

Change-27,713 (-100%)

Value—

EQ LLC

N/A

Shares— from 26,868

Change-26,868 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 23,442

Change-23,442 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 17,764

Change-17,764 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,062

Change-17,062 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 15,784

Change-15,784 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 15,513

Change-15,513 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 15,398

Change-15,398 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 15,011

Change-15,011 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 14,241

Change-14,241 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,691

Change-13,691 (-100%)

Value—

J Hagan Capital, Inc.

N/A

Shares— from 13,257

Change-13,257 (-100%)

Value—

Patron Partners, LLC

N/A

Shares— from 13,166

Change-13,166 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 12,767

Change-12,767 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 12,706

Change-12,706 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 12,355

Change-12,355 (-100%)

Value—

Investor's Fiduciary Advisor Network, LLC

N/A

Shares— from 12,094

Change-12,094 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 11,470

Change-11,470 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 10,905

Change-10,905 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 10,612

Change-10,612 (-100%)

Value—

J.E. Simmons & Co., P.C.

N/A

Shares— from 9,465

Change-9,465 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 9,101

Change-9,101 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,366

Change-8,366 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 6,100

Change-6,100 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 5,885

Change-5,885 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 5,866

Change-5,866 (-100%)

Value—

Financial Strategies Group, Inc.

N/A

Shares— from 5,851

Change-5,851 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 5,805

Change-5,805 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 5,446

Change-5,446 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 5,340

Change-5,340 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,042

Change-4,042 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,213

Change-3,213 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,637

Change-1,637 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,317

Change-1,317 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,045

Change-1,045 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 990

Change-990 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 485

Change-485 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 464

Change-464 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 278

Change-278 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 230

Change-230 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 185

Change-185 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 50

Change-50 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 41

Change-41 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	726,691	702,594	+24,097	+3%	$27.8M	$29.7M	+$2.0M	2026-11-05
LPL Financial LLC	DECREASED	676,072	692,247	-16,175	-2%	$27.4M	$27.7M	+$293.6K	2026-11-06
Brandywine OAK Private Wealth LLC	DECREASED	452,405	452,642	-237	0%	$17.9M	$18.5M	+$614.9K	2026-10-23
Lake Street Private Wealth, LLC	DECREASED	398,172	408,474	-10,302	-3%	$16.1M	$16.3M	+$142.7K	2026-10-22
China Universal Asset Management Co., Ltd.	DECREASED	287,100	303,000	-15,900	-5%	$12.0M	$11.8M	-$177.8K	2026-10-28
Columbus Macro, LLC	DECREASED	242,424	250,000	-7,576	-3%	$9.9M	$9.9M	+$35.1K	2026-10-14
Nations Financial Group Inc,	INCREASED	228,561	126,498	+102,063	+81%	$5.0M	$9.4M	+$4.3M	2026-11-05
ETF Store, Inc.	INCREASED	124,196	118,926	+5,270	+4%	$4.7M	$5.1M	+$379.7K	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	105,201	104,866	+335	+0%	$4.1M	$4.3M	+$158.4K	2026-11-02
Clear Point Advisors Inc.	INCREASED	90,162	89,915	+247	+0%	$3.6M	$3.7M	+$134.2K	2026-10-30
Lido Advisors, LLC	INCREASED	79,377	78,194	+1,183	+2%	$3.1M	$3.2M	+$156.3K	2026-11-04
Compass Financial Management LLC	INCREASED	74,531	73,413	+1,118	+2%	$2.9M	$3.0M	+$140.9K	2026-10-30
Cherry Creek Investment Advisors, Inc.	INCREASED	67,694	65,919	+1,775	+3%	$2.6M	$2.8M	+$163.6K	2026-10-14
Virtue Capital Management, LLC	INCREASED	55,717	29,305	+26,412	+90%	$1.2M	$2.3M	+$1.1M	2026-10-29
GC Wealth Management RIA, LLC	UNCHANGED	53,893	53,893	0	0%	$2.1M	$2.2M	+$74.4K	2026-11-02
Elevation Point Wealth Partners, LLC	INCREASED	47,425	44,892	+2,533	+6%	$1.8M	$1.9M	+$165.6K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	45,211	53,544	-8,333	-16%	$2.1M	$1.9M	-$267.0K	2026-11-02
Kestra Advisory Services, LLC	NEW	43,199	—	+43,199	—	—	$1.8M	—	2026-11-02
Inspirion Wealth Advisors, LLC	UNCHANGED	41,045	41,045	0	0%	$1.6M	$1.7M	+$46.8K	2026-10-09
BKM Wealth Management, LLC	INCREASED	39,562	34,540	+5,022	+15%	$1.4M	$1.6M	+$253.1K	2026-10-22
Core Wealth Advisors, LLC	DECREASED	32,863	32,937	-74	0%	$1.3M	$1.3M	+$42.4K	2026-11-05
Semus Wealth Partners LLC	DECREASED	32,043	32,231	-188	-1%	$1.3M	$1.3M	+$36.8K	2026-10-22
American Financial & TAX Strategies Inc	INCREASED	31,903	31,168	+735	+2%	$1.2M	$1.3M	+$73.1K	2026-10-16
Hanseatic Management Services Inc	INCREASED	31,146	27,171	+3,975	+15%	$1.1M	$1.3M	+$200.1K	2026-10-27
Choreo, LLC	INCREASED	30,787	25,095	+5,692	+23%	$992.0K	$1.3M	+$267.5K	2026-10-28
DMC Group, LLC	INCREASED	29,605	25,786	+3,819	+15%	$1.0M	$1.2M	+$191.8K	2026-10-26
Crew Capital Management, Ltd	INCREASED	29,218	13,346	+15,872	+119%	$527.6K	$1.2M	+$667.7K	2026-10-28
LexAurum Advisors, LLC	DECREASED	28,673	28,692	-19	0%	$1.1M	$1.2M	+$38.8K	2026-10-19
Imc-Chicago, LLC	DECREASED	27,872	35,661	-7,789	-22%	$1.4M	$1.1M	-$269.4K	2026-11-05
Financial Guidance Group, Inc.	DECREASED	25,744	27,979	-2,235	-8%	$1.1M	$1.1M	-$52.8K	2026-10-21
Focus Financial Network, Inc.	NEW	22,854	—	+22,854	—	—	$935.0K	—	2026-10-14
Armstrong Advisory Group, Inc	INCREASED	20,360	17,792	+2,568	+14%	$703.3K	$832.9K	+$129.6K	2026-10-09
Atria Investments, Inc	DECREASED	17,125	21,597	-4,472	-21%	$853.7K	$700.6K	-$153.1K	2026-10-15
MGO One Seven LLC	INCREASED	15,916	15,232	+684	+4%	$602.1K	$651.1K	+$49.0K	2026-10-28
Tactive Advisors, LLC	DECREASED	15,642	16,152	-510	-3%	$638.5K	$639.9K	+$1.4K	2026-10-08
Flynn Zito Capital Management, LLC	DECREASED	14,345	14,636	-291	-2%	$578.6K	$586.9K	+$8.3K	2026-11-04
Ehrlich Financial Group	DECREASED	13,172	13,220	-48	0%	$522.6K	$538.9K	+$16.3K	2026-10-20
Kraft, Davis & Associates, LLC	UNCHANGED	12,767	12,767	0	0%	$510.9K	$520.3K	+$9.3K	2026-10-21
Creative Planning	INCREASED	12,591	12,011	+580	+5%	$474.8K	$515.1K	+$40.3K	2026-11-02
CLG LLC	UNCHANGED	12,000	12,000	0	0%	$474.4K	$490.9K	+$16.6K	2026-10-13
Beacon Financial Advisory LLC	DECREASED	11,380	11,432	-52	0%	$451.9K	$465.6K	+$13.6K	2026-10-16
Almanack Investment Partners, Llc.	DECREASED	11,210	14,210	-3,000	-21%	$561.7K	$458.6K	-$103.1K	2026-11-03
IPG Investment Advisors LLC	UNCHANGED	11,100	11,100	0	0%	$438.8K	$454.1K	+$15.3K	2026-10-30
Evanson Financial, LLC	UNCHANGED	11,083	11,083	0	0%	$438.1K	$453.4K	+$15.3K	2026-10-23
Redhawk Wealth Advisors, Inc.	UNCHANGED	11,031	11,031	0	0%	$436.0K	$451.3K	+$15.2K	2026-10-14
Comprehensive Financial Consultants Institutional, Inc.	INCREASED	10,947	8,687	+2,260	+26%	$343.4K	$447.8K	+$104.4K	2026-10-15
Castle Rock Wealth Management, LLC	INCREASED	9,532	6,979	+2,553	+37%	$277.6K	$391.2K	+$113.7K	2026-10-09
Simplicity Wealth,LLC	DECREASED	9,098	9,113	-15	0%	$360.2K	$372.2K	+$12.0K	2026-10-23
Journey Retirement Planning & Investment Management LLC	INCREASED	9,055	8,905	+150	+2%	$352.0K	$370.4K	+$18.4K	2026-10-09
Savant Capital, LLC	INCREASED	8,869	8,569	+300	+4%	$338.7K	$362.8K	+$24.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	UNCHANGED	8,866	8,866	0	0%	$358.6K	$360.3K	+$1.7K	2026-10-13
Portfolio Strategies, Inc.	DECREASED	8,741	11,123	-2,382	-21%	$439.7K	$357.6K	-$82.1K	2026-11-06
Truist Financial Corp	INCREASED	8,485	7,896	+589	+7%	$312.1K	$347.1K	+$35.0K	2026-10-30
Moneco Advisors, LLC	UNCHANGED	8,300	8,300	0	0%	$328.1K	$339.6K	+$11.5K	2026-11-05
Wealthcare Advisory Partners LLC	DECREASED	8,033	8,610	-577	-7%	$340.4K	$328.6K	-$11.7K	2026-10-21
Visionary Wealth Advisors	UNCHANGED	7,863	7,863	0	0%	$310.8K	$321.7K	+$10.9K	2026-11-04
Blue Trust, Inc.	DECREASED	7,769	7,774	-5	0%	$307.3K	$317.8K	+$10.5K	2026-10-15
Fifth Third Bancorp	INCREASED	7,711	7,302	+409	+6%	$288.7K	$315.5K	+$26.8K	2026-11-05
Wedbush Securities Inc	DECREASED	7,513	8,113	-600	-7%	$321.0K	$307.0K	-$14.0K	2026-10-22
Veltria Advisors Corp.	UNCHANGED	6,327	6,327	0	0%	$250.1K	$258.8K	+$8.7K	2026-11-05
Ballast Rock Private Wealth LLC	INCREASED	6,293	6,257	+36	+1%	$247.3K	$257.4K	+$10.1K	2026-10-26
Frank, Rimerman Advisors LLC	UNCHANGED	6,121	6,121	0	0%	$242.0K	$250.4K	+$8.4K	2026-10-16
B. Riley Wealth Advisors, Inc.	UNCHANGED	5,979	5,979	0	0%	$236.4K	$244.6K	+$8.2K	2026-10-13
Thrive Capital Management, LLC	UNCHANGED	5,938	5,938	0	0%	$234.7K	$242.9K	+$8.2K	2026-10-28
HBW Advisory Services LLC	DECREASED	5,831	7,152	-1,321	-18%	$282.7K	$238.5K	-$44.2K	2026-10-15
RS Crum Inc.	UNCHANGED	5,740	5,740	0	0%	$226.9K	$234.8K	+$7.9K	2026-10-19
IFP Advisors, Inc	DECREASED	5,610	5,765	-155	-3%	$227.9K	$229.5K	+$1.6K	2026-10-16
Sapient Capital LLC	UNCHANGED	5,589	5,589	0	0%	$220.9K	$228.6K	+$7.7K	2026-10-08
Independent Financial Group, LLC	NEW	5,432	—	+5,432	—	—	$222.2K	—	2026-10-13
PFG Advisors	UNCHANGED	5,139	5,139	0	0%	$203.1K	$210.2K	+$7.1K	2026-10-16
Fairvoy Private Wealth, LLC	NEW	4,952	—	+4,952	—	—	$202.6K	—	2026-10-19
Investment Management Corp	NEW	4,926	—	+4,926	—	—	$201.5K	—	2026-11-03
Farther Finance Advisors, LLC	DECREASED	3,436	19,581	-16,145	-82%	$774.0K	$140.6K	-$633.5K	2026-10-08
Citigroup Inc	NEW	2,392	—	+2,392	—	—	$97.9K	—	2026-11-04
EverSource Wealth Advisors, LLC	NEW	2,196	—	+2,196	—	—	$89.8K	—	2026-11-04
CoreCap Advisors, LLC	DECREASED	1,266	1,287	-21	-2%	$50.9K	$51.8K	+$917	2026-10-08
Clearstead Advisors, LLC	UNCHANGED	1,184	1,184	0	0%	$46.8K	$48.4K	+$1.6K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	965	577	+388	+67%	$22.8K	$39.5K	+$16.7K	2026-10-22
Archer Investment Corp	DECREASED	845	923	-78	-8%	$36.5K	$34.6K	-$1.9K	2026-11-05
GK Wealth Management LLC	NEW	515	—	+515	—	—	$21.1K	—	2026-10-09
Assetmark, Inc	UNCHANGED	318	318	0	0%	$12.6K	$13.0K	+$438	2026-10-21
Gamma Investing LLC	UNCHANGED	221	221	0	0%	$8.7K	$9.0K	+$305	2026-10-08
Lanark Financial, Inc.	DECREASED	204	419	-215	-51%	$16.6K	$8.3K	-$8.2K	2026-10-26
Root Financial Partners, LLC	NEW	189	—	+189	—	—	$7.7K	—	2026-10-21
Trust Co of Toledo NA	UNCHANGED	115	115	0	0%	$4.5K	$4.7K	+$159	2026-10-16
DecisionPoint Financial, LLC	UNCHANGED	102	102	0	0%	$4.1K	$4.2K	+$134	2026-10-27
Latitude Advisors, LLC	NEW	83	—	+83	—	—	$3.4K	—	2026-10-27
Signaturefd, LLC	UNCHANGED	68	68	0	0%	$2.7K	$2.8K	+$94	2026-10-23
PNC Financial Services Group, Inc.	INCREASED	54	35	+19	+54%	$1.4K	$2.2K	+$825	2026-11-06
ALM First Financial Advisors, LLC	CLOSED	0	281,590	-281,590	-100%	$11.1M	$0	-$11.1M	2026-10-13
FSA Investment Group, LLC	CLOSED	0	124,487	-124,487	-100%	$4.9M	$0	-$4.9M	2026-10-07
Axxcess Wealth Management, LLC	CLOSED	0	8,695	-8,695	-100%	$343.7K	$0	-$343.7K	2026-10-21
Concurrent Investment Advisors, LLC	CLOSED	0	8,019	-8,019	-100%	$317.0K	$0	-$317.0K	2026-10-16
StoneX Group Inc.	CLOSED	0	5,832	-5,832	-100%	$239.8K	$0	-$239.8K	2026-11-03
Curran Financial Partners, LLC	CLOSED	0	5,674	-5,674	-100%	$224.3K	$0	-$224.3K	2026-11-04
Reyes Financial Architecture, Inc.	CLOSED	0	4,401	-4,401	-100%	$174.0K	$0	-$174.0K	2026-10-22
LifeSteps Financial, Inc.	CLOSED	0	1,320	-1,320	-100%	$52.2K	$0	-$52.2K	2026-10-15
International Assets Investment Management, LLC	CLOSED	0	489	-489	-100%	$19.4K	$0	-$19.4K	2026-11-02
Evolution Wealth Management Inc.	CLOSED	0	174	-174	-100%	$6.9K	$0	-$6.9K	2026-10-28
Bank of America Corp	N/A	—	2,464,379	-2,464,379	-100%	$97.4M	—	—	—
Jupiter Topco LLC	N/A	—	1,069,738	-1,069,738	-100%	$42.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	633,252	-633,252	-100%	$25.0M	—	—	—
Royal Bank of Canada	N/A	—	579,180	-579,180	-100%	$22.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	451,588	-451,588	-100%	$17.9M	—	—	—
Cetera Investment Advisers	N/A	—	308,814	-308,814	-100%	$12.2M	—	—	—
MML Investors Services, LLC	N/A	—	300,563	-300,563	-100%	$11.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	269,458	-269,458	-100%	$10.7M	—	—	—
Arax Advisory Partners	N/A	—	218,453	-218,453	-100%	$8.6M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	216,245	-216,245	-100%	$8.5M	—	—	—
Advyzon Investment Management, LLC	N/A	—	211,478	-211,478	-100%	$8.4M	—	—	—
Mason & Associates Inc	N/A	—	206,312	-206,312	-100%	$8.2M	—	—	—
Stifel Financial Corp	N/A	—	187,913	-187,913	-100%	$7.4M	—	—	—
a16z Perennial Management, L.P.	N/A	—	181,946	-181,946	-100%	$7.2M	—	—	—
Raymond James Financial Inc	N/A	—	155,792	-155,792	-100%	$6.2M	—	—	—
Brendel Financial Advisors LLC	N/A	—	146,753	-146,753	-100%	$5.8M	—	—	—
Captrust Financial Advisors	N/A	—	133,340	-133,340	-100%	$5.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	114,576	-114,576	-100%	$4.5M	—	—	—
Empowered Funds, LLC	N/A	—	96,550	-96,550	-100%	$3.8M	—	—	—
Maridea Wealth Management LLC	N/A	—	92,517	-92,517	-100%	$3.7M	—	—	—
Flow Traders U.S. LLC	N/A	—	80,126	-80,126	-100%	$3.2M	—	—	—
Virtu Financial LLC	N/A	—	78,651	-78,651	-100%	$3.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	76,224	-76,224	-100%	$3.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	75,717	-75,717	-100%	$3.0M	—	—	—
Belpointe Asset Management LLC	N/A	—	70,810	-70,810	-100%	$2.8M	—	—	—
Morgan Stanley	N/A	—	68,690	-68,690	-100%	$2.7M	—	—	—
AE Wealth Management LLC	N/A	—	65,599	-65,599	-100%	$2.6M	—	—	—
Cambria Investment Management, L.P.	N/A	—	54,893	-54,893	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	50,722	-50,722	-100%	$2.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	44,781	-44,781	-100%	$1.8M	—	—	—
Smith, Moore & Co.	N/A	—	43,867	-43,867	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	43,313	-43,313	-100%	$1.7M	—	—	—
HighPoint Advisor Group LLC	N/A	—	41,244	-41,244	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	39,327	-39,327	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	35,974	-35,974	-100%	$1.4M	—	—	—
Huntington National Bank	N/A	—	35,821	-35,821	-100%	$1.4M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	33,002	-33,002	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	29,857	-29,857	-100%	$1.2M	—	—	—
Capital Advisor Network LLC	N/A	—	29,193	-29,193	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	27,713	-27,713	-100%	$1.1M	—	—	—
EQ LLC	N/A	—	26,868	-26,868	-100%	$1.1M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	23,442	-23,442	-100%	$926.7K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	17,764	-17,764	-100%	$702.2K	—	—	—
Wells Fargo & Company	N/A	—	17,062	-17,062	-100%	$674.5K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	15,784	-15,784	-100%	$623.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	15,513	-15,513	-100%	$613.2K	—	—	—
Private Advisor Group, LLC	N/A	—	15,398	-15,398	-100%	$608.7K	—	—	—
Essex Financial Services, Inc.	N/A	—	15,011	-15,011	-100%	$593.4K	—	—	—
Denver Wealth Management, Inc.	N/A	—	14,241	-14,241	-100%	$562.9K	—	—	—
Cerity Partners LLC	N/A	—	13,691	-13,691	-100%	$541.2K	—	—	—
J Hagan Capital, Inc.	N/A	—	13,257	-13,257	-100%	$524.0K	—	—	—
Patron Partners, LLC	N/A	—	13,166	-13,166	-100%	$520.5K	—	—	—
BFC Planning, Inc.	N/A	—	12,767	-12,767	-100%	$504.7K	—	—	—
IHT Wealth Management, LLC	N/A	—	12,706	-12,706	-100%	$502.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	12,355	-12,355	-100%	$488.4K	—	—	—
Investor's Fiduciary Advisor Network, LLC	N/A	—	12,094	-12,094	-100%	$478.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	11,470	-11,470	-100%	$453.0K	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	10,905	-10,905	-100%	$431.1K	—	—	—
MAI Capital Management	N/A	—	10,612	-10,612	-100%	$419.5K	—	—	—
J.E. Simmons & Co., P.C.	N/A	—	9,465	-9,465	-100%	$374.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	9,101	-9,101	-100%	$359.8K	—	—	—
Citadel Advisors LLC	N/A	—	8,366	-8,366	-100%	$330.7K	—	—	—
World Investment Advisors	N/A	—	6,100	-6,100	-100%	$280.6K	—	—	—
Zacks Investment Management	N/A	—	5,885	-5,885	-100%	$232.6K	—	—	—
Pathstone Holdings, LLC	N/A	—	5,866	-5,866	-100%	$231.9K	—	—	—
Financial Strategies Group, Inc.	N/A	—	5,851	-5,851	-100%	$235.3K	—	—	—
Western Wealth Management, LLC	N/A	—	5,805	-5,805	-100%	$229.5K	—	—	—
Retirement Income Solutions, Inc	N/A	—	5,446	-5,446	-100%	$251.2K	—	—	—
Whittier Trust Co	N/A	—	5,340	-5,340	-100%	$218.9K	—	—	—
Harbour Investments, Inc.	N/A	—	4,042	-4,042	-100%	$159.8K	—	—	—
FMR LLC	N/A	—	3,213	-3,213	-100%	$127.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,637	-1,637	-100%	$64.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,317	-1,317	-100%	$53.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,045	-1,045	-100%	$41.3K	—	—	—
Hollencrest Capital Management	N/A	—	990	-990	-100%	$39.1K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	485	-485	-100%	$19.2K	—	—	—
SouthState Bank Corp	N/A	—	464	-464	-100%	$18.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	278	-278	-100%	$11.0K	—	—	—
National Bank of Canada	N/A	—	230	-230	-100%	$9.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	185	-185	-100%	$7.4K	—	—	—
Ameriflex Group, Inc.	N/A	—	100	-100	-100%	$4.0K	—	—	—
Roble, Belko & Company, Inc	N/A	—	50	-50	-100%	$2	—	—	—
ST Germain D J Co Inc	N/A	—	41	-41	-100%	$1.6K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	40	-40	-100%	$1.6K	—	—	—

Showing 183 of 183 institutions