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Grayscale Ethereum Staking E (ETHE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of Michigan Retirement System
UNCHANGED
Shares460,000 from 460,000
Change0 (0%)
Value$9.9M (+$4.0M)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares299,125 from 282,633
Change+16,492 (+6%)
Value$6.4M (+$2.8M)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares284,580
Change+284,580
Value$6.1M
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares244,093 from 236,426
Change+7,667 (+3%)
Value$5.2M (+$2.2M)
Filed 2026-11-06
Wealthfront Advisers LLC
DECREASED
Shares225,487 from 237,019
Change-11,532 (-5%)
Value$4.8M (+$1.8M)
Filed 2026-11-09
Titleist Asset Management, LLC
INCREASED
Shares212,903 from 211,328
Change+1,575 (+1%)
Value$4.6M (+$1.9M)
Filed 2026-10-08
Nwam LLC
NEW
Shares199,240
Change+199,240
Value$4.3M
Filed 2026-11-09
Sloy Dahl & Holst, LLC
DECREASED
Shares180,910 from 187,501
Change-6,591 (-4%)
Value$3.9M (+$1.5M)
Filed 2026-10-14
Haven Private, LLC
DECREASED
Shares115,832 from 120,879
Change-5,047 (-4%)
Value$2.5M (+$939.9K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares70,398 from 114,340
Change-43,942 (-38%)
Value$1.5M (+$49.6K)
Filed 2026-11-02
Verde Capital Management
INCREASED
Shares69,469 from 67,518
Change+1,951 (+3%)
Value$1.5M (+$627.2K)
Filed 2026-10-28
Surience Private Wealth LLC
NEW
Shares58,753
Change+58,753
Value$1.3M
Filed 2026-10-16
Finer Wealth Management, Inc.
INCREASED
Shares53,251 from 46,225
Change+7,026 (+15%)
Value$1.1M (+$551.3K)
Filed 2026-10-16
Innovative Advisory Group, LLC
DECREASED
Shares50,045 from 50,845
Change-800 (-2%)
Value$1.1M (+$423.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,690 from 55,035
Change-5,345 (-10%)
Value$1.1M (+$363.0K)
Filed 2026-11-02
TigerOak Management, L.L.C.
UNCHANGED
Shares48,300 from 48,300
Change0 (0%)
Value$1.0M (+$418.8K)
Filed 2026-10-23
Private Capital Advisors, Inc.
UNCHANGED
Shares45,611 from 45,611
Change0 (0%)
Value$977.4K (+$395.4K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares42,111 from 40,006
Change+2,105 (+5%)
Value$832.1K (+$253.2K)
Filed 2026-10-13
Smithfield Trust Co
UNCHANGED
Shares39,470 from 39,470
Change0 (0%)
Value$845.0K (+$341.0K)
Filed 2026-11-09
Prosperity Financial Group, Inc.
UNCHANGED
Shares38,344 from 38,344
Change0 (0%)
Value$821.7K (+$332.4K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares38,223 from 35,350
Change+2,873 (+8%)
Value$819.1K (+$368.1K)
Filed 2026-10-23
Simplicity Wealth,LLC
UNCHANGED
Shares38,082 from 38,082
Change0 (0%)
Value$816.1K (+$330.2K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares38,076
Change+38,076
Value$816.0K
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares36,697 from 19,736
Change+16,961 (+86%)
Value$786.4K (+$534.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares33,804 from 25,171
Change+8,633 (+34%)
Value$724.4K (+$403.3K)
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares32,930 from 32,930
Change0 (0%)
Value$705.7K (+$285.5K)
Filed 2026-10-30
Aurora Private Wealth, Inc.
DECREASED
Shares32,893 from 35,035
Change-2,142 (-6%)
Value$705.0K (+$258.0K)
Filed 2026-10-20
Regions Financial Corp
UNCHANGED
Shares31,493 from 31,493
Change0 (0%)
Value$674.9K (+$273.0K)
Filed 2026-11-05
Interchange Capital Partners, LLC
DECREASED
Shares30,650 from 33,955
Change-3,305 (-10%)
Value$656.8K (+$223.6K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED
Shares30,072 from 30,600
Change-528 (-2%)
Value$644.4K (+$254.0K)
Filed 2026-10-16
Aries Wealth Management
UNCHANGED
Shares29,041 from 29,041
Change0 (0%)
Value$622.3K (+$251.8K)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares28,715 from 28,715
Change0 (0%)
Value$615.4K (+$249.0K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares28,460 from 28,771
Change-311 (-1%)
Value$609.9K (+$242.8K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares27,779 from 25,403
Change+2,376 (+9%)
Value$595.3K (+$271.2K)
Filed 2026-11-02
Evergreen Capital Management LLC
UNCHANGED
Shares27,445 from 27,445
Change0 (0%)
Value$588.1K (+$237.9K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares26,862 from 30,517
Change-3,655 (-12%)
Value$575.7K (+$186.3K)
Filed 2026-10-23
Plancorp, LLC
UNCHANGED
Shares26,590 from 26,590
Change0 (0%)
Value$475.2K (+$94.7K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares26,513 from 26,806
Change-293 (-1%)
Value$568.2K (+$226.1K)
Filed 2026-10-29
Formidable Asset Management, LLC
INCREASED
Shares26,210 from 25,545
Change+665 (+3%)
Value$334.4K (-$101.6K)
Filed 2026-11-03
SLT Holdings LLC
DECREASED
Shares24,345 from 27,295
Change-2,950 (-11%)
Value$521.7K (+$173.4K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares23,204 from 22,503
Change+701 (+3%)
Value$497.3K (+$210.1K)
Filed 2026-10-22
Soltis Investment Advisors LLC
DECREASED
Shares20,956 from 21,017
Change-61 (0%)
Value$449.1K (+$180.9K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares18,964 from 18,335
Change+629 (+3%)
Value$406.4K (+$172.5K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares18,837 from 18,932
Change-95 (0%)
Value$403.7K (+$162.1K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares18,737 from 18,637
Change+100 (+1%)
Value$401.5K (+$163.7K)
Filed 2026-10-26
Doliver Advisors, LP
UNCHANGED
Shares18,239 from 18,239
Change0 (0%)
Value$390.9K (+$158.1K)
Filed 2026-10-01
Mountain Capital Investment Advisors Inc.
UNCHANGED
Shares17,958 from 17,958
Change0 (0%)
Value$384.8K (+$155.7K)
Filed 2026-11-06
Beam Wealth Advisors, Inc.
DECREASED
Shares17,867 from 18,080
Change-213 (-1%)
Value$382.9K (+$152.2K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares17,630 from 17,620
Change+10 (+0%)
Value$315.1K (+$90.3K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares17,487 from 17,355
Change+132 (+1%)
Value$374.7K (+$153.3K)
Filed 2026-10-22
Sprott Inc.
DECREASED
Shares17,130 from 17,150
Change-20 (0%)
Value$367.1K (+$148.3K)
Filed 2026-11-09
Vima LLC
INCREASED
Shares17,051 from 17,048
Change+3 (+0%)
Value$365.4K (+$147.9K)
Filed 2026-10-23
Philadelphia Trust Co
UNCHANGED
Shares16,675 from 16,675
Change0 (0%)
Value$357.0K (+$144.0K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED
Shares16,226 from 16,226
Change0 (0%)
Value$347.7K (+$140.7K)
Filed 2026-10-08
Montz Harcus Wealth Management LLC
DECREASED
Shares16,104 from 16,300
Change-196 (-1%)
Value$345.1K (+$137.1K)
Filed 2026-10-09
Wedbush Securities Inc
DECREASED
Shares15,372 from 16,370
Change-998 (-6%)
Value$329.0K (+$120.0K)
Filed 2026-10-22
Compass Ion Advisors, LLC
UNCHANGED
Shares14,887 from 14,887
Change0 (0%)
Value$319.0K (+$129.1K)
Filed 2026-10-23
Claro Advisors Inc.
DECREASED
Shares14,330 from 14,338
Change-8 (0%)
Value$307.1K (+$124.1K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares13,373 from 13,373
Change0 (0%)
Value$286.6K (+$115.9K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares13,298 from 3,322
Change+9,976 (+300%)
Value$285.0K (+$242.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares13,198 from 9,201
Change+3,997 (+43%)
Value$282.8K (+$165.4K)
Filed 2026-10-08
Park Edge Advisors, LLC
UNCHANGED
Shares12,640 from 12,640
Change0 (0%)
Value$270.9K (+$109.6K)
Filed 2026-10-28
Verity Asset Management, Inc.
INCREASED
Shares12,633 from 12,587
Change+46 (+0%)
Value$270.7K (+$110.1K)
Filed 2026-10-30
Thryve Wealth Management LLC
NEW
Shares11,654
Change+11,654
Value$249.7K
Filed 2026-10-09
CRA Financial Services, LLC
DECREASED
Shares11,218 from 12,308
Change-1,090 (-9%)
Value$240.4K (+$83.4K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
INCREASED
Shares11,000 from 3,000
Change+8,000 (+267%)
Value$198.3K (+$166.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
NEW
Shares10,510
Change+10,510
Value$225.2K
Filed 2026-10-21
LexAurum Advisors, LLC
UNCHANGED
Shares10,440 from 10,440
Change0 (0%)
Value$223.7K (+$90.5K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares10,350 from 11,330
Change-980 (-9%)
Value$221.8K (+$77.2K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
NEW
Shares10,149
Change+10,149
Value$217.5K
Filed 2026-10-13
Visionary Wealth Advisors
UNCHANGED
Shares10,115 from 10,115
Change0 (0%)
Value$216.8K (+$87.7K)
Filed 2026-11-04
Wealth Analytics Partners, LLC
UNCHANGED
Shares10,007 from 10,007
Change0 (0%)
Value$214.5K (+$62.8K)
Filed 2026-10-19
Deuterium Capital Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$214.3K (+$86.7K)
Filed 2026-11-04
MGO One Seven LLC
NEW
Shares9,905
Change+9,905
Value$212.3K
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares9,528
Change+9,528
Value$204.1K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares9,474 from 10,296
Change-822 (-8%)
Value$203.0K (+$71.7K)
Filed 2026-11-05
Madden Securities Corp
NEW
Shares9,075
Change+9,075
Value$194.5K
Filed 2026-10-27
Compagnie Lombard Odier SCmA
UNCHANGED
Shares8,850 from 8,850
Change0 (0%)
Value$189.7K (+$76.7K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares7,587 from 7,587
Change0 (0%)
Value$162.6K (+$65.8K)
Filed 2026-10-23
Nkcfo LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$150.0K (+$61.0K)
Filed 2026-11-04
Horrell Capital Management, Inc.
DECREASED
Shares6,775 from 6,777
Change-2 (0%)
Value$145.2K (+$58.7K)
Filed 2026-10-08
US Bancorp \de\
UNCHANGED
Shares5,392 from 5,392
Change0 (0%)
Value$115.6K (+$46.7K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares5,263
Change+5,263
Value$112.8K
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares5,203 from 5,002
Change+201 (+4%)
Value$111.5K (+$47.7K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$109.5K (+$44.3K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$95.4K (+$38.6K)
Filed 2026-10-27
North Star Investment Management Corp.
DECREASED
Shares4,336 from 6,739
Change-2,403 (-36%)
Value$92.9K (+$6.9K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares3,826
Change+3,826
Value$82.0K
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares3,570 from 6,560
Change-2,990 (-46%)
Value$76.5K (-$7.2K)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$72.3K (+$29.3K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares2,982
Change+2,982
Value$63.9K
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares2,873 from 1,858
Change+1,015 (+55%)
Value$61.6K (+$37.9K)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares2,714
Change+2,714
Value$58.2K
Filed 2026-11-02
Sankala Group LLC
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$57.4K (+$16.2K)
Filed 2026-11-09
Simplex Trading, LLC
NEW
Shares2,221
Change+2,221
Value$47.6K
Filed 2026-11-04
Geneos Wealth Management Inc.
NEW
Shares2,049
Change+2,049
Value$43.9K
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$42.9K (+$17.3K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares1,873 from 1,873
Change0 (0%)
Value$23.9K ($0)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares1,705 from 1,705
Change0 (0%)
Value$36.5K (+$14.8K)
Filed 2026-10-15
Financial Management Professionals, Inc.
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$30.6K (+$12.4K)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$30.4K (+$12.1K)
Filed 2026-10-09
Quent Capital, LLC
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$24.1K (+$6.8K)
Filed 2026-11-09
Pathway Financial Advisers, LLC
NEW
Shares1,273
Change+1,273
Value$27.3K
Filed 2026-10-27
Fairway Wealth LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$24.0K (+$9.3K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$23.2K (+$9.4K)
Filed 2026-10-20
Lodestone Wealth Management LLC
NEW
Shares1,051
Change+1,051
Value$22.5K
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares1,000
Change+1,000
Value$20.0K
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$20.8K (+$8.4K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
INCREASED
Shares775 from 62
Change+713 (+1150%)
Value$16.6K (+$15.7K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$16.1K (+$6.5K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares653 from 652
Change+1 (+0%)
Value$14.0K (+$5.7K)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$13.2K (+$5.3K)
Filed 2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$11.6K (+$4.7K)
Filed 2026-11-06
Canton Hathaway, LLC
NEW
Shares500
Change+500
Value$10.7K
Filed 2026-10-23
PlanVest Financial, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.7K (+$4.3K)
Filed 2026-11-09
Planning Strategies Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.7K (+$4.3K)
Filed 2026-10-02
Wolff Wiese Magana LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.7K (+$4.3K)
Filed 2026-10-15
RHL Group, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$10.5K (+$4.1K)
Filed 2026-11-04
Tidemark, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$9.5K (+$3.9K)
Filed 2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$9.3K (+$3.8K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$8.7K (+$3.5K)
Filed 2026-11-03
IFG Advisory, LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$8.5K (+$3.4K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$8.1K (+$3.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$8.1K (+$3.3K)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$7.7K (+$3.1K)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares237
Change+237
Value$5.1K
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$4.8K (+$2.0K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$4.7K (+$1.9K)
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.3K (+$1.7K)
Filed 2026-11-03
Nvwm, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.3K (+$1.7K)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.3K (+$1.7K)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$4.1K (+$1.6K)
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$3.5K (+$1.4K)
Filed 2026-10-26
Legacy Bridge, LLC
DECREASED
Shares150 from 200
Change-50 (-25%)
Value$3.2K (+$663)
Filed 2026-10-28
First Community Trust NA
NEW
Shares146
Change+146
Value$3.1K
Filed 2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$2.9K (+$1.2K)
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$2.9K (+$1.2K)
Filed 2026-10-29
Centerpoint Advisors, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$2.6K (+$1.1K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$2.4K (+$954)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$2.2K (+$884)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares100 from 724
Change-624 (-86%)
Value$2.1K (-$7.1K)
Filed 2026-11-09
SJS Investment Consulting Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.1K (+$867)
Filed 2026-10-26
Cheviot Value Management, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.4K (+$546)
Filed 2026-11-09
Hager Investment Management Services, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$1.3K (+$529)
Filed 2026-11-04
Hantz Financial Services, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1 ($0)
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares47
Change+47
Value$1.0K
Filed 2026-10-27
Kelleher Financial Advisors
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$707 (+$285)
Filed 2026-10-30
Citigroup Inc
NEW
Shares25
Change+25
Value$536
Filed 2026-11-04
WPG Advisers, LLC
NEW
Shares15
Change+15
Value$321
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$257 (+$104)
Filed 2026-10-21
Rossby Financial, LCC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$129 (+$52)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$86 (+$35)
Filed 2026-11-04
Strategic Advocates LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$86 (+$35)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$64
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$22 (+$9)
Filed 2026-10-23
Bank of Montreal
CLOSED
Shares0 from 35,042
Change-35,042 (-100%)
Value$0 (-$447.1K)
Filed 2026-11-09
HUB Investment Partners, LLC
CLOSED
Shares0 from 18,533
Change-18,533 (-100%)
Value$0 (-$236.5K)
Filed 2026-11-03
Howard Financial Services, Ltd.
CLOSED
Shares0 from 11,850
Change-11,850 (-100%)
Value$0 (-$151.2K)
Filed 2026-10-15
PUREfi Wealth, LLC
CLOSED
Shares0 from 11,671
Change-11,671 (-100%)
Value$0 (-$148.9K)
Filed 2026-10-19
True Private Wealth Advisors
CLOSED
Shares0 from 11,114
Change-11,114 (-100%)
Value$0 (-$141.8K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 10,912
Change-10,912 (-100%)
Value$0 (-$139.2K)
Filed 2026-10-19
Hartmann Taylor Wealth Management, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$170.7K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 7,595
Change-7,595 (-100%)
Value$0 (-$96.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$42.0K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-02
Brooklyn FI, LLC
CLOSED
Shares0 from 797
Change-797 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-08
MCF Advisors LLC
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-03
Montag A & Associates Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$242)
Filed 2026-10-16
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$633.4K (+$256.3K)
Filed 2026-10-22
Virtu Financial LLC
N/A
Shares— from 312,991
Change-312,991 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 293,467
Change-293,467 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 251,643
Change-251,643 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 215,356
Change-215,356 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 204,593
Change-204,593 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 200,001
Change-200,001 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 181,291
Change-181,291 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 173,884
Change-173,884 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 161,850
Change-161,850 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 119,990
Change-119,990 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,811
Change-118,811 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 109,348
Change-109,348 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 83,251
Change-83,251 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 70,250
Change-70,250 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,677
Change-61,677 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 60,671
Change-60,671 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 59,410
Change-59,410 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 54,900
Change-54,900 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 50,759
Change-50,759 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 50,417
Change-50,417 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 45,113
Change-45,113 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,459
Change-43,459 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,388
Change-43,388 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 40,012
Change-40,012 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 39,095
Change-39,095 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 39,057
Change-39,057 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 38,773
Change-38,773 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 31,838
Change-31,838 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,291
Change-31,291 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 29,550
Change-29,550 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,337
Change-29,337 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 29,240
Change-29,240 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25,134
Change-25,134 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 24,482
Change-24,482 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 20,883
Change-20,883 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,227
Change-19,227 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 18,915
Change-18,915 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 18,534
Change-18,534 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,473
Change-18,473 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 16,630
Change-16,630 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,783
Change-15,783 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 15,218
Change-15,218 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,351
Change-13,351 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 12,288
Change-12,288 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,393
Change-5,393 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 917
Change-917 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 735
Change-735 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 724
Change-724 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 615
Change-615 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 328
Change-328 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 308
Change-308 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 62
Change-62 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 60
Change-60 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 56
Change-56 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 49
Change-49 (-100%)
Value—
FMR LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
State of Michigan Retirement System
UNCHANGED460,000460,00000%$5.9M$9.9M+$4.0M2026-10-27
Integrated Advisors Network LLC
INCREASED299,125282,633+16,492+6%$3.6M$6.4M+$2.8M2026-10-20
Imc-Chicago, LLC
NEW284,580—+284,580——$6.1M—2026-11-05
LPL Financial LLC
INCREASED244,093236,426+7,667+3%$3.0M$5.2M+$2.2M2026-11-06
Wealthfront Advisers LLC
DECREASED225,487237,019-11,532-5%$3.0M$4.8M+$1.8M2026-11-09
Titleist Asset Management, LLC
INCREASED212,903211,328+1,575+1%$2.7M$4.6M+$1.9M2026-10-08
Nwam LLC
NEW199,240—+199,240——$4.3M—2026-11-09
Sloy Dahl & Holst, LLC
DECREASED180,910187,501-6,591-4%$2.4M$3.9M+$1.5M2026-10-14
Haven Private, LLC
DECREASED115,832120,879-5,047-4%$1.5M$2.5M+$939.9K2026-10-27
Commonwealth Equity Services, LLC
DECREASED70,398114,340-43,942-38%$1.5M$1.5M+$49.6K2026-11-02
Verde Capital Management
INCREASED69,46967,518+1,951+3%$861.5K$1.5M+$627.2K2026-10-28
Surience Private Wealth LLC
NEW58,753—+58,753——$1.3M—2026-10-16
Finer Wealth Management, Inc.
INCREASED53,25146,225+7,026+15%$589.8K$1.1M+$551.3K2026-10-16
Innovative Advisory Group, LLC
DECREASED50,04550,845-800-2%$648.8K$1.1M+$423.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED49,69055,035-5,345-10%$702.0K$1.1M+$363.0K2026-11-02
TigerOak Management, L.L.C.
UNCHANGED48,30048,30000%$616.3K$1.0M+$418.8K2026-10-23
Private Capital Advisors, Inc.
UNCHANGED45,61145,61100%$582.0K$977.4K+$395.4K2026-10-06
Wealth Enhancement Advisory Services, LLC
INCREASED42,11140,006+2,105+5%$578.9K$832.1K+$253.2K2026-10-13
Smithfield Trust Co
UNCHANGED39,47039,47000%$504.0K$845.0K+$341.0K2026-11-09
Prosperity Financial Group, Inc.
UNCHANGED38,34438,34400%$489.3K$821.7K+$332.4K2026-10-29
HB Wealth Management, LLC
INCREASED38,22335,350+2,873+8%$451.1K$819.1K+$368.1K2026-10-23
Simplicity Wealth,LLC
UNCHANGED38,08238,08200%$485.9K$816.1K+$330.2K2026-10-23
StoneX Group Inc.
NEW38,076—+38,076——$816.0K—2026-11-03
Lido Advisors, LLC
INCREASED36,69719,736+16,961+86%$251.8K$786.4K+$534.6K2026-11-04
Creative Planning
INCREASED33,80425,171+8,633+34%$321.2K$724.4K+$403.3K2026-11-02
Truist Financial Corp
UNCHANGED32,93032,93000%$420.2K$705.7K+$285.5K2026-10-30
Aurora Private Wealth, Inc.
DECREASED32,89335,035-2,142-6%$447.0K$705.0K+$258.0K2026-10-20
Regions Financial Corp
UNCHANGED31,49331,49300%$401.9K$674.9K+$273.0K2026-11-05
Interchange Capital Partners, LLC
DECREASED30,65033,955-3,305-10%$433.3K$656.8K+$223.6K2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED30,07230,600-528-2%$390.5K$644.4K+$254.0K2026-10-16
Aries Wealth Management
UNCHANGED29,04129,04100%$370.6K$622.3K+$251.8K2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED28,71528,71500%$366.4K$615.4K+$249.0K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED28,46028,771-311-1%$367.1K$609.9K+$242.8K2026-11-06
Kestra Advisory Services, LLC
INCREASED27,77925,403+2,376+9%$324.1K$595.3K+$271.2K2026-11-02
Evergreen Capital Management LLC
UNCHANGED27,44527,44500%$350.2K$588.1K+$237.9K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED26,86230,517-3,655-12%$389.4K$575.7K+$186.3K2026-10-23
Plancorp, LLC
UNCHANGED26,59026,59000%$380.5K$475.2K+$94.7K2026-11-03
Integrity Alliance, Llc.
DECREASED26,51326,806-293-1%$342.0K$568.2K+$226.1K2026-10-29
Formidable Asset Management, LLC
INCREASED26,21025,545+665+3%$436.1K$334.4K-$101.6K2026-11-03
SLT Holdings LLC
DECREASED24,34527,295-2,950-11%$348.3K$521.7K+$173.4K2026-10-15
Brookstone Capital Management
INCREASED23,20422,503+701+3%$287.1K$497.3K+$210.1K2026-10-22
Soltis Investment Advisors LLC
DECREASED20,95621,017-610%$268.2K$449.1K+$180.9K2026-10-28
Avior Wealth Management, LLC
INCREASED18,96418,335+629+3%$234.0K$406.4K+$172.5K2026-10-13
Larson Financial Group LLC
DECREASED18,83718,932-950%$241.6K$403.7K+$162.1K2026-11-05
Lanark Financial, Inc.
INCREASED18,73718,637+100+1%$237.8K$401.5K+$163.7K2026-10-26
Doliver Advisors, LP
UNCHANGED18,23918,23900%$232.7K$390.9K+$158.1K2026-10-01
Mountain Capital Investment Advisors Inc.
UNCHANGED17,95817,95800%$229.1K$384.8K+$155.7K2026-11-06
Beam Wealth Advisors, Inc.
DECREASED17,86718,080-213-1%$230.7K$382.9K+$152.2K2026-11-03
Prospera Financial Services Inc
INCREASED17,63017,620+10+0%$224.8K$315.1K+$90.3K2026-11-04
Perigon Wealth Management, LLC
INCREASED17,48717,355+132+1%$221.5K$374.7K+$153.3K2026-10-22
Sprott Inc.
DECREASED17,13017,150-200%$218.8K$367.1K+$148.3K2026-11-09
Vima LLC
INCREASED17,05117,048+3+0%$217.5K$365.4K+$147.9K2026-10-23
Philadelphia Trust Co
UNCHANGED16,67516,67500%$213.0K$357.0K+$144.0K2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED16,22616,22600%$207.0K$347.7K+$140.7K2026-10-08
Montz Harcus Wealth Management LLC
DECREASED16,10416,300-196-1%$208.0K$345.1K+$137.1K2026-10-09
Wedbush Securities Inc
DECREASED15,37216,370-998-6%$209.0K$329.0K+$120.0K2026-10-22
Compass Ion Advisors, LLC
UNCHANGED14,88714,88700%$190.0K$319.0K+$129.1K2026-10-23
Claro Advisors Inc.
DECREASED14,33014,338-80%$183.0K$307.1K+$124.1K2026-11-02
Independent Financial Group, LLC
UNCHANGED13,37313,37300%$170.6K$286.6K+$115.9K2026-10-13
Clearstead Advisors, LLC
INCREASED13,2983,322+9,976+300%$42.4K$285.0K+$242.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED13,1989,201+3,997+43%$117.4K$282.8K+$165.4K2026-10-08
Park Edge Advisors, LLC
UNCHANGED12,64012,64000%$161.3K$270.9K+$109.6K2026-10-28
Verity Asset Management, Inc.
INCREASED12,63312,587+46+0%$160.6K$270.7K+$110.1K2026-10-30
Thryve Wealth Management LLC
NEW11,654—+11,654——$249.7K—2026-10-09
CRA Financial Services, LLC
DECREASED11,21812,308-1,090-9%$157.0K$240.4K+$83.4K2026-10-16
Union Bancaire Privee, UBP SA
INCREASED11,0003,000+8,000+267%$31.8K$198.3K+$166.4K2026-11-04
Axxcess Wealth Management, LLC
NEW10,510—+10,510——$225.2K—2026-10-21
LexAurum Advisors, LLC
UNCHANGED10,44010,44000%$133.2K$223.7K+$90.5K2026-10-19
Savant Capital, LLC
DECREASED10,35011,330-980-9%$144.6K$221.8K+$77.2K2026-11-06
B. Riley Wealth Advisors, Inc.
NEW10,149—+10,149——$217.5K—2026-10-13
Visionary Wealth Advisors
UNCHANGED10,11510,11500%$129.1K$216.8K+$87.7K2026-11-04
Wealth Analytics Partners, LLC
UNCHANGED10,00710,00700%$151.6K$214.5K+$62.8K2026-10-19
Deuterium Capital Management, LLC
UNCHANGED10,00010,00000%$127.6K$214.3K+$86.7K2026-11-04
MGO One Seven LLC
NEW9,905—+9,905——$212.3K—2026-10-28
Ascentis Independent Advisors
NEW9,528—+9,528——$204.1K—2026-11-03
J.W. Cole Advisors, Inc.
DECREASED9,47410,296-822-8%$131.4K$203.0K+$71.7K2026-11-05
Madden Securities Corp
NEW9,075—+9,075——$194.5K—2026-10-27
Compagnie Lombard Odier SCmA
UNCHANGED8,8508,85000%$112.9K$189.7K+$76.7K2026-11-04
Signaturefd, LLC
UNCHANGED7,5877,58700%$96.8K$162.6K+$65.8K2026-10-23
Nkcfo LLC
UNCHANGED7,0007,00000%$89.0K$150.0K+$61.0K2026-11-04
Horrell Capital Management, Inc.
DECREASED6,7756,777-20%$86.5K$145.2K+$58.7K2026-10-08
US Bancorp \de\
UNCHANGED5,3925,39200%$68.8K$115.6K+$46.7K2026-11-05
GK Wealth Management LLC
NEW5,263—+5,263——$112.8K—2026-10-09
Spire Wealth Management
INCREASED5,2035,002+201+4%$63.8K$111.5K+$47.7K2026-10-30
Fifth Third Bancorp
UNCHANGED5,1085,10800%$65.2K$109.5K+$44.3K2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,4504,45000%$56.8K$95.4K+$38.6K2026-10-27
North Star Investment Management Corp.
DECREASED4,3366,739-2,403-36%$86.0K$92.9K+$6.9K2026-10-27
Jacobi Capital Management LLC
NEW3,826—+3,826——$82.0K—2026-11-05
Blue Trust, Inc.
DECREASED3,5706,560-2,990-46%$83.7K$76.5K-$7.2K2026-10-15
Asset Dedication, LLC
UNCHANGED3,3753,37500%$43.1K$72.3K+$29.3K2026-11-03
DeDora Capital, Inc.
NEW2,982—+2,982——$63.9K—2026-10-26
IFP Advisors, Inc
INCREASED2,8731,858+1,015+55%$23.7K$61.6K+$37.9K2026-10-16
Heritage Family Offices, LLP
NEW2,714—+2,714——$58.2K—2026-11-02
Sankala Group LLC
UNCHANGED2,6742,67400%$41.2K$57.4K+$16.2K2026-11-09
Simplex Trading, LLC
NEW2,221—+2,221——$47.6K—2026-11-04
Geneos Wealth Management Inc.
NEW2,049—+2,049——$43.9K—2026-11-09
American Capital Advisory, LLC
UNCHANGED2,0002,00000%$25.5K$42.9K+$17.3K2026-10-28
Allworth Financial LP
UNCHANGED1,8731,87300%$23.9K$23.9K$02026-11-06
Nfsg Corp
UNCHANGED1,7051,70500%$21.8K$36.5K+$14.8K2026-10-15
Financial Management Professionals, Inc.
UNCHANGED1,4301,43000%$18.2K$30.6K+$12.4K2026-10-23
Bullock Wealth Management Group
UNCHANGED1,4001,40000%$18.3K$30.4K+$12.1K2026-10-09
Quent Capital, LLC
UNCHANGED1,3511,35100%$17.2K$24.1K+$6.8K2026-11-09
Pathway Financial Advisers, LLC
NEW1,273—+1,273——$27.3K—2026-10-27
Fairway Wealth LLC
UNCHANGED1,1211,12100%$14.7K$24.0K+$9.3K2026-10-30
Wilkerson Advisory Group LLC
UNCHANGED1,0841,08400%$13.8K$23.2K+$9.4K2026-10-20
Lodestone Wealth Management LLC
NEW1,051—+1,051——$22.5K—2026-10-14
Transce3nd, LLC
NEW1,000—+1,000——$20.0K—2026-10-26
Parallel Advisors, LLC
UNCHANGED97197100%$12.4K$20.8K+$8.4K2026-11-03
1620 Investment Advisors, Inc.
INCREASED77562+713+1150%$932$16.6K+$15.7K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED75175100%$9.6K$16.1K+$6.5K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED653652+1+0%$8.3K$14.0K+$5.7K2026-11-04
Trust Co
UNCHANGED61561500%$7.8K$13.2K+$5.3K2026-10-09
PNC Financial Services Group, Inc.
UNCHANGED54354300%$6.9K$11.6K+$4.7K2026-11-06
Canton Hathaway, LLC
NEW500—+500——$10.7K—2026-10-23
PlanVest Financial, Inc
UNCHANGED50050000%$6.4K$10.7K+$4.3K2026-11-09
Planning Strategies Inc.
UNCHANGED50050000%$6.4K$10.7K+$4.3K2026-10-02
Wolff Wiese Magana LLC
UNCHANGED50050000%$6.4K$10.7K+$4.3K2026-10-15
RHL Group, LLC
UNCHANGED48848800%$6.3K$10.5K+$4.1K2026-11-04
Tidemark, LLC
UNCHANGED44444400%$5.7K$9.5K+$3.9K2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED43343300%$5.5K$9.3K+$3.8K2026-10-29
Financial Perspectives, Inc
UNCHANGED40740700%$5.2K$8.7K+$3.5K2026-11-03
IFG Advisory, LLC
UNCHANGED39639600%$5.1K$8.5K+$3.4K2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED37737700%$4.8K$8.1K+$3.3K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED37637600%$4.8K$8.1K+$3.3K2026-11-04
Quaker Wealth Management, LLC
UNCHANGED36136100%$4.6K$7.7K+$3.1K2026-10-22
Rothwell Investment Advisors, LLC
NEW237—+237——$5.1K—2026-11-06
Triumph Capital Management
UNCHANGED22522500%$2.9K$4.8K+$2.0K2026-10-14
Central Trust Co
UNCHANGED22022000%$2.8K$4.7K+$1.9K2026-11-05
Mcdonald Partners LLC
UNCHANGED20020000%$2.6K$4.3K+$1.7K2026-11-03
Nvwm, LLC
UNCHANGED20020000%$2.6K$4.3K+$1.7K2026-10-14
Versant Capital Management, Inc
UNCHANGED20020000%$2.6K$4.3K+$1.7K2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED19019000%$2.4K$4.1K+$1.6K2026-10-15
Center for Financial Planning, Inc.
UNCHANGED16416400%$2.1K$3.5K+$1.4K2026-10-26
Legacy Bridge, LLC
DECREASED150200-50-25%$2.6K$3.2K+$6632026-10-28
First Community Trust NA
NEW146—+146——$3.1K—2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED13513500%$1.7K$2.9K+$1.2K2026-11-03
Hoey Investments, Inc
UNCHANGED13513500%$1.7K$2.9K+$1.2K2026-10-29
Centerpoint Advisors, LLC
UNCHANGED12512500%$2$3+$12026-11-05
Activest Wealth Management
INCREASED122121+1+1%$1.5K$2.6K+$1.1K2026-10-15
Financial Consulate, Inc
UNCHANGED11011000%$1.4K$2.4K+$9542026-10-23
Tradewinds Capital Management, LLC
UNCHANGED10210200%$1.3K$2.2K+$8842026-10-23
Harbour Investments, Inc.
DECREASED100724-624-86%$9.2K$2.1K-$7.1K2026-11-09
SJS Investment Consulting Inc.
UNCHANGED10010000%$1.3K$2.1K+$8672026-10-26
Cheviot Value Management, LLC
UNCHANGED636300%$804$1.4K+$5462026-11-09
Hager Investment Management Services, LLC
UNCHANGED616100%$778$1.3K+$5292026-11-04
Hantz Financial Services, Inc.
UNCHANGED505000%$1$1$02026-11-09
Balance Wealth Partners LLC
NEW47—+47——$1.0K—2026-10-27
Kelleher Financial Advisors
UNCHANGED333300%$422$707+$2852026-10-30
Citigroup Inc
NEW25—+25——$536—2026-11-04
WPG Advisers, LLC
NEW15—+15——$321—2026-10-27
Sunrise Financial Services, LLC
UNCHANGED121200%$153$257+$1042026-10-21
Rossby Financial, LCC
UNCHANGED6600%$77$129+$522026-11-05
Nemes Rush Group LLC
UNCHANGED4400%$51$86+$352026-11-04
Strategic Advocates LLC
UNCHANGED4400%$51$86+$352026-11-03
Root Financial Partners, LLC
NEW3—+3——$64—2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$13$22+$92026-10-23
Bank of Montreal
CLOSED035,042-35,042-100%$447.1K$0-$447.1K2026-11-09
HUB Investment Partners, LLC
CLOSED018,533-18,533-100%$236.5K$0-$236.5K2026-11-03
Howard Financial Services, Ltd.
CLOSED011,850-11,850-100%$151.2K$0-$151.2K2026-10-15
PUREfi Wealth, LLC
CLOSED011,671-11,671-100%$148.9K$0-$148.9K2026-10-19
True Private Wealth Advisors
CLOSED011,114-11,114-100%$141.8K$0-$141.8K2026-10-19
New Wave Wealth Advisors LLC
CLOSED010,912-10,912-100%$139.2K$0-$139.2K2026-10-19
Hartmann Taylor Wealth Management, LLC
CLOSED010,000-10,000-100%$170.7K$0-$170.7K2026-10-14
Solstein Capital, LLC
CLOSED07,595-7,595-100%$96.9K$0-$96.9K2026-11-02
Cornerstone Planning Group LLC
CLOSED02,700-2,700-100%$42.0K$0-$42.0K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED01,500-1,500-100%$19.1K$0-$19.1K2026-10-29
International Assets Investment Management, LLC
CLOSED0950-950-100%$12.4K$0-$12.4K2026-11-02
Brooklyn FI, LLC
CLOSED0797-797-100%$12.4K$0-$12.4K2026-11-05
AdvisorNet Financial, Inc
CLOSED0745-745-100%$9.5K$0-$9.5K2026-10-15
CoreCap Advisors, LLC
CLOSED0374-374-100%$4.8K$0-$4.8K2026-10-08
MCF Advisors LLC
CLOSED0366-366-100%$4.7K$0-$4.7K2026-10-28
JFS Wealth Advisors, LLC
CLOSED0361-361-100%$4.6K$0-$4.6K2026-11-03
Montag A & Associates Inc
CLOSED0300-300-100%$3.8K$0-$3.8K2026-10-29
Gill Capital Partners, LLC
CLOSED0193-193-100%$2.5K$0-$2.5K2026-10-13
Stone House Investment Management, LLC
CLOSED0122-122-100%$1.6K$0-$1.6K2026-10-23
Signature Resources Capital Management, LLC
CLOSED019-19-100%$242$0-$2422026-10-16
Illumine Investment Management, LLC
UNCHANGED000—$377.1K$633.4K+$256.3K2026-10-22
Virtu Financial LLC
N/A—312,991-312,991-100%$4.0M———
Citadel Advisors LLC
N/A—293,467-293,467-100%$3.7M———
Robertson Opportunity Capital, LLC
N/A—251,643-251,643-100%$3.2M———
Jane Street Group, LLC
N/A—215,356-215,356-100%$2.7M———
Pasadena Private Wealth, LLC
N/A—204,593-204,593-100%$2.6M———
RBF Capital, LLC
N/A—200,001-200,001-100%$2.6M———
Qube Research & Technologies Ltd
N/A—181,291-181,291-100%$2.3M———
Focus Partners Wealth
N/A—173,884-173,884-100%$2.2M———
Susquehanna International Group, LLP
N/A—161,850-161,850-100%$2.1M———
Mariner, LLC
N/A—119,990-119,990-100%$1.5M———
Private Advisor Group, LLC
N/A—118,811-118,811-100%$1.5M———
Fielder Capital Group LLC
N/A—109,348-109,348-100%$1.4M———
Advisory Services Network, LLC
N/A—83,251-83,251-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—70,250-70,250-100%$896.4K———
Cetera Investment Advisers
N/A—61,677-61,677-100%$787.0K———
Intellectus Partners, LLC
N/A—60,671-60,671-100%$774.2K———
Van Hulzen Asset Management, LLC
N/A—59,410-59,410-100%$758.1K———
Aristides Capital LLC
N/A—54,900-54,900-100%$700.5K———
PYA Waltman Capital, LLC
N/A—50,759-50,759-100%$647.7K———
TRU Independence Asset Management 2, LLC
N/A—50,417-50,417-100%$643.3K———
Intrinsic Edge Capital Management LLC
N/A—50,000-50,000-100%$638.0K———
Captrust Financial Advisors
N/A—45,113-45,113-100%$575.6K———
Arkadios Wealth Advisors
N/A—43,459-43,459-100%$554.5K———
NewEdge Advisors, LLC
N/A—43,388-43,388-100%$553.6K———
CIBC Bancorp USA Inc.
N/A—40,012-40,012-100%$510.6K———
Pinnacle Financial Partners, Inc.
N/A—39,095-39,095-100%$498.9K———
HighTower Advisors, LLC
N/A—39,057-39,057-100%$498.4K———
Cresset Asset Management, LLC
N/A—38,773-38,773-100%$494.7K———
Insigneo Advisory Services, LLC
N/A—38,200-38,200-100%$487.4K———
United Capital Financial Advisors, LLC
N/A—34,527-34,527-100%$440.6K———
Mercer Global Advisors Inc
N/A—31,838-31,838-100%$406.3K———
Savvy Advisors, Inc.
N/A—31,291-31,291-100%$399.3K———
Benson Wealth Management Inc
N/A—30,612-30,612-100%$390.6K———
Cura Wealth Advisors, LLC
N/A—29,550-29,550-100%$377.1K———
Morgan Stanley
N/A—29,337-29,337-100%$374.3K———
Foundations Investment Advisors, LLC
N/A—29,240-29,240-100%$373.1K———
Rothschild Investment LLC
N/A—25,134-25,134-100%$320.7K———
Raymond James Financial Inc
N/A—24,900-24,900-100%$317.7K———
Maridea Wealth Management LLC
N/A—24,482-24,482-100%$312.4K———
NorthCoast Asset Management LLC
N/A—20,883-20,883-100%$266.5K———
Integrated Wealth Concepts LLC
N/A—19,227-19,227-100%$245.3K———
Keel Point, LLC
N/A—18,915-18,915-100%$241.4K———
Thompson David Blair
N/A—18,534-18,534-100%$236.5K———
Jaffetilchin Investment Partners, LLC
N/A—18,473-18,473-100%$235.7K———
Osaic Holdings, Inc.
N/A—17,363-17,363-100%$221.6K———
Clare Market Investments LLC
N/A—16,630-16,630-100%$212.2K———
Turim 21 Investimentos Ltda.
N/A—16,600-16,600-100%$211.8K———
Cerity Partners LLC
N/A—15,783-15,783-100%$201.4K———
Regal Investment Advisors LLC
N/A—15,506-15,506-100%$197.9K———
Circle Wealth Management, LLC
N/A—15,351-15,351-100%$195.9K———
Bulltick Wealth Management, LLC
N/A—15,218-15,218-100%$194.2K———
Alamea Verwaltungs GmbH
N/A—14,992-14,992-100%$191.3K———
Quantinno Capital Management LP
N/A—13,965-13,965-100%$178.2K———
AE Wealth Management LLC
N/A—13,351-13,351-100%$170.4K———
Two Sigma Securities, LLC
N/A—12,954-12,954-100%$165.3K———
Red Door Wealth Management, LLC
N/A—12,317-12,317-100%$157.2K———
Exit Wealth Advisors, Llc.
N/A—12,288-12,288-100%$156.8K———
Envestnet Asset Management Inc
N/A—11,781-11,781-100%$150.3K———
Sequoia Financial Advisors, LLC
N/A—11,748-11,748-100%$149.9K———
Reyl & Cie S.A.
N/A—11,320-11,320-100%$193.8K———
EFG International AG
N/A—11,000-11,000-100%$140.4K———
Alesco Advisors, LLC, An ESL Co
N/A—10,972-10,972-100%$140.0K———
Blackhawk Capital Partners, LLC
N/A—10,652-10,652-100%$135.9K———
Ancora Advisors LLCA
N/A—10,213-10,213-100%$130.3K———
Independent Advisor Alliance
N/A—10,162-10,162-100%$129.7K———
K.J. Harrison & Partners Inc
N/A—10,150-10,150-100%$129.5K———
Richard W. Paul & Associates, LLC
N/A—9,934-9,934-100%$126.8K———
Global Retirement Partners, LLC
N/A—7,846-7,846-100%$100.1K———
Johnson Financial Group, Inc.
N/A—6,501-6,501-100%$83.0K———
Horizon Kinetics Asset Management LLC
N/A—5,393-5,393-100%$68.8K———
Arax Advisory Partners
N/A—4,926-4,926-100%$62.9K———
HM Payson & Co
N/A—4,275-4,275-100%$54.5K———
Copia Wealth Management
N/A—3,041-3,041-100%$38.8K———
Abound Financial, LLC
N/A—2,143-2,143-100%$27.3K———
Whittier Trust Co
N/A—2,082-2,082-100%$30.2K———
Beaird Harris Wealth Management, LLC
N/A—1,842-1,842-100%$23.5K———
Nova Wealth Management, Inc.
N/A—1,740-1,740-100%$22.2K———
Silicon Valley Capital Partners
N/A—1,706-1,706-100%$21.8K———
UBS Group AG
N/A—1,600-1,600-100%$20.4K———
Bogart Wealth, LLC
N/A—1,546-1,546-100%$19.7K———
Allied Private Wealth LLC
N/A—1,500-1,500-100%$21.1K———
Fiduciary Financial Advisors
N/A—1,306-1,306-100%$16.7K———
BFC Planning, Inc.
N/A—1,025-1,025-100%$13.1K———
JPMorgan Chase & Co
N/A—1,019-1,019-100%$13.4K———
Ankerstar Wealth, LLC
N/A—1,000-1,000-100%$12.8K———
Edmond de Rothschild Holding S.A.
N/A—960-960-100%$12.3K———
Strategic Wealth Partners, Ltd.
N/A—917-917-100%$11.7K———
Dunhill Financial, LLC
N/A—914-914-100%$11.7K———
Northwestern Mutual Wealth Management Co
N/A—735-735-100%$9.4K———
Financial Life Planners
N/A—724-724-100%$9.2K———
Royal Bank of Canada
N/A—615-615-100%$8.0K———
Strategic Investment Solutions, Inc.
N/A—529-529-100%$6.8K———
Westfuller Advisors, LLC
N/A—511-511-100%$6.5K———
Federation des caisses Desjardins du Quebec
N/A—328-328-100%$4.2K———
Mcguire Capital Advisors Inc
N/A—308-308-100%$3.9K———
Ameritas Investment Partners, Inc.
N/A—280-280-100%$3.6K———
Forum Finance Group S.A.
N/A—235-235-100%$2———
Jackson, Grant Investment Advisers, Inc.
N/A—219-219-100%$2.8K———
Delta Asset Management LLC
N/A—204-204-100%$2.6K———
VSM Wealth Advisory, LLC
N/A—190-190-100%$2.4K———
SOA Wealth Advisors, Llc.
N/A—169-169-100%$2.2K———
Lavaca Capital LLC
N/A—101-101-100%$1.3K———
Colonial Trust Co / SC
N/A—100-100-100%$1.3K———
Tower Research Capital LLC (TRC)
N/A—62-62-100%$791———
Hollencrest Capital Management
N/A—60-60-100%$766———
Wells Fargo & Company
N/A—56-56-100%$715———
Jones Financial Companies Lllp
N/A—49-49-100%$624———
FMR LLC
N/A—21-21-100%$268———
Rockefeller Capital Management L.P.
N/A—4-4-100%$51———
Huntington National Bank
N/A—1-1-100%$13———
Showing 287 of 287 institutions