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Grayscale Ethereum Staking M (ETH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
DECREASED
Shares2,049,207 from 2,182,187
Change-132,980 (-6%)
Value$52.2M (+$19.4M)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares1,959,639 from 175,816
Change+1,783,823 (+1015%)
Value$50.0M (+$47.3M)
Filed 2026-11-02
Sloy Dahl & Holst, LLC
INCREASED
Shares883,884 from 865,953
Change+17,931 (+2%)
Value$22.5M (+$9.5M)
Filed 2026-10-14
Verde Capital Management
INCREASED
Shares362,430 from 320,336
Change+42,094 (+13%)
Value$9.2M (+$4.4M)
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares309,957 from 205,649
Change+104,308 (+51%)
Value$7.9M (+$4.8M)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares207,938 from 194,851
Change+13,087 (+7%)
Value$5.3M (+$2.4M)
Filed 2026-10-30
Haven Private, LLC
INCREASED
Shares202,071 from 195,797
Change+6,274 (+3%)
Value$5.2M (+$2.2M)
Filed 2026-10-27
Rye Brook Capital LLC
INCREASED
Shares202,050 from 200,250
Change+1,800 (+1%)
Value$5.2K (-$3.0M)
Filed 2026-10-07
LPL Financial LLC
INCREASED
Shares128,798 from 113,284
Change+15,514 (+14%)
Value$3.3M (+$1.6M)
Filed 2026-11-06
Aries Wealth Management
INCREASED
Shares103,707 from 100,397
Change+3,310 (+3%)
Value$2.6M (+$1.1M)
Filed 2026-10-23
Graetz Wealth LLC
DECREASED
Shares79,353 from 91,926
Change-12,573 (-14%)
Value$2.0M (+$641.1K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
INCREASED
Shares73,233 from 15,849
Change+57,384 (+362%)
Value$1.9M (+$1.6M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares72,052 from 50,982
Change+21,070 (+41%)
Value$1.7M (+$821.5K)
Filed 2026-10-13
Rede Wealth, LLC
DECREASED
Shares64,411 from 74,398
Change-9,987 (-13%)
Value$1.6M (+$523.6K)
Filed 2026-10-22
Avaii Wealth Management, LLC
INCREASED
Shares57,831 from 11,245
Change+46,586 (+414%)
Value$1.5M (+$1.3M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares54,217 from 54,696
Change-479 (-1%)
Value$1.4M (+$560.0K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares51,115 from 24,030
Change+27,085 (+113%)
Value$1.3M (+$941.8K)
Filed 2026-10-23
Retirement Financial Solutions, LLC
DECREASED
Shares44,748 from 47,258
Change-2,510 (-5%)
Value$1.1M (+$430.4K)
Filed 2026-10-20
Meitav Investment House LTD
DECREASED
Shares43,665 from 44,486
Change-821 (-2%)
Value$1.1M (+$444.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares42,455 from 36,966
Change+5,489 (+15%)
Value$1.1M (+$526.6K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares41,274 from 44,433
Change-3,159 (-7%)
Value$1.1M (+$384.2K)
Filed 2026-10-07
Simplex Trading, LLC
DECREASED
Shares39,738 from 76,955
Change-37,217 (-48%)
Value$1.0M (-$143.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares39,578 from 41,067
Change-1,489 (-4%)
Value$1.0M (+$391.6K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares39,451 from 42,650
Change-3,199 (-7%)
Value$1.0M (+$364.6K)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares37,972 from 37,972
Change0 (0%)
Value$967.9K (+$397.2K)
Filed 2026-10-02
Kennedy Investment Group, Inc.
NEW
Shares37,899
Change+37,899
Value$966.0K
Filed 2026-10-21
TigerOak Management, L.L.C.
INCREASED
Shares37,614 from 34,893
Change+2,721 (+8%)
Value$958.8K (+$434.3K)
Filed 2026-10-23
Freedom Financial Partners LLC
INCREASED
Shares36,265 from 36,259
Change+6 (+0%)
Value$924.4K (+$379.4K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares35,079
Change+35,079
Value$894.2K
Filed 2026-10-14
Gainplan LLC
DECREASED
Shares33,945 from 34,862
Change-917 (-3%)
Value$865.3K (+$341.3K)
Filed 2026-10-09
AdvisorNet Financial, Inc
INCREASED
Shares33,224 from 32,698
Change+526 (+2%)
Value$769.5K (+$278.0K)
Filed 2026-10-15
Formidable Asset Management, LLC
INCREASED
Shares29,637 from 29,632
Change+5 (+0%)
Value$445.4K (-$143.0K)
Filed 2026-11-03
Hamilton Capital, LLC
INCREASED
Shares28,981 from 28,938
Change+43 (+0%)
Value$738.7K (+$303.8K)
Filed 2026-10-08
Interchange Capital Partners, LLC
INCREASED
Shares28,829 from 24,033
Change+4,796 (+20%)
Value$762.6K (+$401.4K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares28,770 from 28,889
Change-119 (0%)
Value$612.5K (+$178.3K)
Filed 2026-11-04
ATX Financial Planning, LLC
DECREASED
Shares28,037 from 40,072
Change-12,035 (-30%)
Value$714.7K (+$112.4K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares27,895 from 20,459
Change+7,436 (+36%)
Value$711.0K (+$403.5K)
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares25,271 from 22,085
Change+3,186 (+14%)
Value$644.2K (+$312.2K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares22,963 from 19,632
Change+3,331 (+17%)
Value$585.3K (+$290.3K)
Filed 2026-11-02
M Holdings Securities, Inc.
DECREASED
Shares22,888 from 24,567
Change-1,679 (-7%)
Value$532 (+$148)
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares22,743 from 21,115
Change+1,628 (+8%)
Value$579.7K (+$262.4K)
Filed 2026-11-05
Venture Visionary Partners LLC
NEW
Shares22,142
Change+22,142
Value$564.4K
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares22,088 from 18,965
Change+3,123 (+16%)
Value$563.0K (+$278.0K)
Filed 2026-10-23
Bernardo Wealth Planning LLC
INCREASED
Shares21,810 from 10,904
Change+10,906 (+100%)
Value$555.9K (+$392.0K)
Filed 2026-10-23
E6 Portfolios, LLC
DECREASED
Shares21,239 from 30,166
Change-8,927 (-30%)
Value$541.4K (+$88.0K)
Filed 2026-10-26
Condor Capital Management
INCREASED
Shares20,524 from 19,708
Change+816 (+4%)
Value$523.2K (+$227.0K)
Filed 2026-11-06
Avid Wealth Partners LLC
DECREASED
Shares20,252 from 24,230
Change-3,978 (-16%)
Value$516.2K (+$152.0K)
Filed 2026-11-03
Pachira Investments Inc.
DECREASED
Shares19,760 from 20,063
Change-303 (-2%)
Value$503.7K (+$202.1K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
INCREASED
Shares19,258 from 16,810
Change+2,448 (+15%)
Value$490.9K (+$238.2K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares19,255 from 21,374
Change-2,119 (-10%)
Value$490.8K (+$169.6K)
Filed 2026-10-28
Johnson & White Wealth Management, LLC
INCREASED
Shares18,824 from 14,338
Change+4,486 (+31%)
Value$479.8K (+$264.3K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares17,676 from 13,858
Change+3,818 (+28%)
Value$450.6K (+$242.3K)
Filed 2026-11-04
Innovative Advisory Group, LLC
DECREASED
Shares17,327 from 17,427
Change-100 (-1%)
Value$441.7K (+$179.7K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares17,145
Change+17,145
Value$437.0K
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares15,271 from 14,837
Change+434 (+3%)
Value$389.3K (+$166.3K)
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares15,220 from 15,200
Change+20 (+0%)
Value$388.0K (+$159.5K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares15,164 from 15,164
Change0 (0%)
Value$386.5K (+$158.6K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares14,804 from 13,885
Change+919 (+7%)
Value$377.3K (+$168.7K)
Filed 2026-10-21
Compass Financial Group, Inc. (Ohio)
NEW
Shares14,659
Change+14,659
Value$373.7K
Filed 2026-10-19
Global View Capital Management LLC
NEW
Shares14,649
Change+14,649
Value$373.4K
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED
Shares13,850 from 12,150
Change+1,700 (+14%)
Value$353.0K (+$170.4K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares13,732 from 12,281
Change+1,451 (+12%)
Value$321.1K (+$93.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,732 from 12,281
Change+1,451 (+12%)
Value$321.1K (+$93.1K)
Filed 2026-10-20
Lotus Asset Management LLC
INCREASED
Shares13,228 from 13,227
Change+1 (+0%)
Value$337.2K (+$138.4K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED
Shares13,148 from 12,989
Change+159 (+1%)
Value$335.1K (+$139.9K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares13,071 from 13,441
Change-370 (-3%)
Value$333.2K (+$131.2K)
Filed 2026-10-28
Unique Wealth, LLC
NEW
Shares12,925
Change+12,925
Value$329.5K
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares12,482 from 12,340
Change+142 (+1%)
Value$318.2K (+$132.7K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares11,545 from 11,407
Change+138 (+1%)
Value$294.3K (+$122.8K)
Filed 2026-10-16
Channel Wealth LLC
NEW
Shares10,666
Change+10,666
Value$271.9K
Filed 2026-11-06
Doliver Advisors, LP
DECREASED
Shares10,577 from 10,805
Change-228 (-2%)
Value$269.6K (+$107.2K)
Filed 2026-10-01
Carota Wealth Management
NEW
Shares10,491
Change+10,491
Value$267.4K
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares9,757 from 12,762
Change-3,005 (-24%)
Value$248.7K (+$56.9K)
Filed 2026-11-05
Spectrum Planning & Advisory Services Inc.
NEW
Shares9,703
Change+9,703
Value$247.3K
Filed 2026-11-05
Sageworth Trust Co
NEW
Shares9,505
Change+9,505
Value$242.3K
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares8,954 from 50
Change+8,904 (+17808%)
Value$228.2K (+$227.5K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares8,853 from 11,270
Change-2,417 (-21%)
Value$225.7K (+$56.3K)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares8,836 from 14,094
Change-5,258 (-37%)
Value$210.7K (-$33.4K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares8,712 from 18,147
Change-9,435 (-52%)
Value$222.1K (-$50.7K)
Filed 2026-11-02
Optivise Advisory Services LLC
NEW
Shares8,657
Change+8,657
Value$220.7K
Filed 2026-10-19
WealthPlan Investment Management, LLC
NEW
Shares8,397
Change+8,397
Value$214.0K
Filed 2026-10-15
Balboa Wealth Partners
NEW
Shares8,103
Change+8,103
Value$206.5K
Filed 2026-10-20
J.W. Cole Advisors, Inc.
NEW
Shares7,986
Change+7,986
Value$203.6K
Filed 2026-11-05
Truist Financial Corp
NEW
Shares7,923
Change+7,923
Value$202.0K
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares6,898
Change+6,898
Value$175.8K
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares6,664 from 6,516
Change+148 (+2%)
Value$169.9K (+$71.9K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares4,035 from 1,005
Change+3,030 (+301%)
Value$60.6K (+$45.5K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares3,693 from 3,678
Change+15 (+0%)
Value$94.1K (+$38.9K)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares2,765 from 2,696
Change+69 (+3%)
Value$70.5K (+$30.0K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares2,632 from 2,642
Change-10 (0%)
Value$67.1K (+$27.4K)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares2,368
Change+2,368
Value$60.4K
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares2,263 from 1,233
Change+1,030 (+84%)
Value$57.7K (+$39.2K)
Filed 2026-10-14
Horrell Capital Management, Inc.
INCREASED
Shares2,156 from 1,044
Change+1,112 (+107%)
Value$55.0K (+$39.3K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares1,974 from 1,971
Change+3 (+0%)
Value$50.3K (+$20.7K)
Filed 2026-10-07
Kelleher Financial Advisors
DECREASED
Shares1,950 from 4,403
Change-2,453 (-56%)
Value$49.7K (-$16.5K)
Filed 2026-10-30
Wealth Analytics Partners, LLC
NEW
Shares1,857
Change+1,857
Value$47.3K
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares1,791 from 1,807
Change-16 (-1%)
Value$45.7K (+$18.5K)
Filed 2026-11-05
Wolff Wiese Magana LLC
INCREASED
Shares1,619 from 1,615
Change+4 (+0%)
Value$41.3K (+$17.0K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1,480
Change+1,480
Value$37.7K
Filed 2026-10-09
Vima LLC
DECREASED
Shares1,417 from 1,497
Change-80 (-5%)
Value$36.1K (+$13.6K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares1,342
Change+1,342
Value$34.2K
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares1,260
Change+1,260
Value$32.1K
Filed 2026-11-05
Madden Securities Corp
NEW
Shares1,157
Change+1,157
Value$29.5K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares1,128
Change+1,128
Value$28.8K
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares1,106 from 5,338
Change-4,232 (-79%)
Value$28.2K (-$52.0K)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$25.6K (+$10.5K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.8K (+$10.4K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares918 from 912
Change+6 (+1%)
Value$23.4K (+$9.7K)
Filed 2026-10-01
Richardson Capital Management LLC
INCREASED
Shares875 from 712
Change+163 (+23%)
Value$22.3K (+$11.6K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares818 from 3,575
Change-2,757 (-77%)
Value$20.8K (-$32.9K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares759 from 265
Change+494 (+186%)
Value$19.3K (+$15.4K)
Filed 2026-10-15
Nkcfo LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$18.0K (+$18.0K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$16.6K (+$6.8K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares600
Change+600
Value$14.7K
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$14.3K (+$5.9K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$13.2K (+$5.4K)
Filed 2026-11-06
GS Investments, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.7K (+$5.2K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$12.3K (+$5.1K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares444 from 744
Change-300 (-40%)
Value$11.3K (+$137)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$10.8K (+$4.4K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10.2K (+$4.2K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares382
Change+382
Value$9.7K
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$9.6K (+$3.9K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$9.3K (+$3.8K)
Filed 2026-10-13
Albion Financial Group
DECREASED
Shares350 from 673
Change-323 (-48%)
Value$8.9K (-$1.2K)
Filed 2026-10-21
Compagnie Lombard Odier SCmA
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$8.9K (+$3.7K)
Filed 2026-11-04
American Capital Advisory, LLC
DECREASED
Shares344 from 430
Change-86 (-20%)
Value$8.8K (+$2.3K)
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$8.4K (+$3.5K)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$8.2K (+$3.3K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$7.2K (+$2.9K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares270 from 1,271
Change-1,001 (-79%)
Value$6.9K (-$12.2K)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$6.2K (+$2.6K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares215
Change+215
Value$5.1K
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED
Shares196 from 11,222
Change-11,026 (-98%)
Value$5.0K (-$163.7K)
Filed 2026-10-26
High Note Wealth, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$3.6K (+$1.5K)
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$3.3K (+$1.4K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$2.8K (+$1.1K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
NEW
Shares107
Change+107
Value$2.7K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$2.7K (+$1.1K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$2.5K
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.9K (+$785)
Filed 2026-10-13
Essential Investment Partners LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.8K (+$732)
Filed 2026-10-27
1620 Investment Advisors, Inc.
DECREASED
Shares62 from 775
Change-713 (-92%)
Value$1.6K (-$8.3K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.3K (+$543)
Filed 2026-11-03
Canton Hathaway, LLC
NEW
Shares50
Change+50
Value$1.3K
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.3K (+$523)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.1K (+$471)
Filed 2026-10-09
Legacy Bridge, LLC
INCREASED
Shares42 from 20
Change+22 (+110%)
Value$1.1K (+$770)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$943 (+$387)
Filed 2026-11-04
Financially Speaking Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$689 (+$152)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$561 (+$230)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$535 (+$219)
Filed 2026-10-14
Evermay Wealth Management LLC
NEW
Shares20
Change+20
Value$510
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$510 (+$209)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$510 (+$209)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$485 (+$199)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares16
Change+16
Value$408
Filed 2026-11-06
First Community Trust NA
NEW
Shares14
Change+14
Value$357
Filed 2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$331 (+$136)
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$332 (+$136)
Filed 2026-10-29
Centerpoint Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$0 ($0)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$281 (+$115)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$255 (+$104)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$153
Filed 2026-10-23
Hager Investment Management Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$153 (+$63)
Filed 2026-11-04
Strategic Advocates LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$76 (+$31)
Filed 2026-11-03
Citigroup Inc
NEW
Shares2
Change+2
Value$51
Filed 2026-11-04
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 101,781
Change-101,781 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Bank of New York Mellon Corp
CLOSED
Shares0 from 18,911
Change-18,911 (-100%)
Value$0 (-$284.2K)
Filed 2026-11-05
Great Point Wealth Advisors, LLC
CLOSED
Shares0 from 12,806
Change-12,806 (-100%)
Value$0 (-$192.5K)
Filed 2026-10-15
Chiron Capital Management, LLC
CLOSED
Shares0 from 10,902
Change-10,902 (-100%)
Value$0 (-$163.9K)
Filed 2026-10-15
Ares Financial Consulting, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$571)
Filed 2026-10-08
MCF Advisors LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$542)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$120)
Filed 2026-11-02
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$638.9K (+$261.3K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 5,119,241
Change-5,119,241 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 4,165,451
Change-4,165,451 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,311,777
Change-3,311,777 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 2,232,656
Change-2,232,656 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,027,713
Change-2,027,713 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 900,350
Change-900,350 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 513,097
Change-513,097 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 260,884
Change-260,884 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 220,709
Change-220,709 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 178,148
Change-178,148 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 176,572
Change-176,572 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 160,173
Change-160,173 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 152,621
Change-152,621 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 132,523
Change-132,523 (-100%)
Value—
Betterment LLC
N/A
Shares— from 119,446
Change-119,446 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 119,136
Change-119,136 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 113,320
Change-113,320 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 82,217
Change-82,217 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 76,468
Change-76,468 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 72,397
Change-72,397 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,856
Change-69,856 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 60,988
Change-60,988 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 56,428
Change-56,428 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 51,976
Change-51,976 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 45,992
Change-45,992 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 41,164
Change-41,164 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 39,990
Change-39,990 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 39,834
Change-39,834 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 38,915
Change-38,915 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 36,067
Change-36,067 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 36,021
Change-36,021 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 34,652
Change-34,652 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,105
Change-34,105 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 31,513
Change-31,513 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,834
Change-27,834 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,913
Change-26,913 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 26,294
Change-26,294 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 23,984
Change-23,984 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 20,992
Change-20,992 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 16,591
Change-16,591 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,834
Change-15,834 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,589
Change-14,589 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 13,526
Change-13,526 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 13,504
Change-13,504 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,733
Change-11,733 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 895
Change-895 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 804
Change-804 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 621
Change-621 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 619
Change-619 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 482
Change-482 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 471
Change-471 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 427
Change-427 (-100%)
Value—
UBS Group AG
N/A
Shares— from 260
Change-260 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 259
Change-259 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 235
Change-235 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 234
Change-234 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 169
Change-169 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 138
Change-138 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 130
Change-130 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 50
Change-50 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7
Change-7 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5
Change-5 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
FMR LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Imc-Chicago, LLC
DECREASED2,049,2072,182,187-132,980-6%$32.8M$52.2M+$19.4M2026-11-05
Wolverine Asset Management LLC
INCREASED1,959,639175,816+1,783,823+1015%$2.6M$50.0M+$47.3M2026-11-02
Sloy Dahl & Holst, LLC
INCREASED883,884865,953+17,931+2%$13.0M$22.5M+$9.5M2026-10-14
Verde Capital Management
INCREASED362,430320,336+42,094+13%$4.8M$9.2M+$4.4M2026-10-28
Matauro, LLC
INCREASED309,957205,649+104,308+51%$3.1M$7.9M+$4.8M2026-11-03
Compass Financial Management LLC
INCREASED207,938194,851+13,087+7%$2.9M$5.3M+$2.4M2026-10-30
Haven Private, LLC
INCREASED202,071195,797+6,274+3%$2.9M$5.2M+$2.2M2026-10-27
Rye Brook Capital LLC
INCREASED202,050200,250+1,800+1%$3.0M$5.2K-$3.0M2026-10-07
LPL Financial LLC
INCREASED128,798113,284+15,514+14%$1.7M$3.3M+$1.6M2026-11-06
Aries Wealth Management
INCREASED103,707100,397+3,310+3%$1.5M$2.6M+$1.1M2026-10-23
Graetz Wealth LLC
DECREASED79,35391,926-12,573-14%$1.4M$2.0M+$641.1K2026-10-27
Almanack Investment Partners, Llc.
INCREASED73,23315,849+57,384+362%$238.2K$1.9M+$1.6M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED72,05250,982+21,070+41%$870.3K$1.7M+$821.5K2026-10-13
Rede Wealth, LLC
DECREASED64,41174,398-9,987-13%$1.1M$1.6M+$523.6K2026-10-22
Avaii Wealth Management, LLC
INCREASED57,83111,245+46,586+414%$169.0K$1.5M+$1.3M2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED54,21754,696-479-1%$822.0K$1.4M+$560.0K2026-11-02
Simplicity Wealth,LLC
INCREASED51,11524,030+27,085+113%$361.2K$1.3M+$941.8K2026-10-23
Retirement Financial Solutions, LLC
DECREASED44,74847,258-2,510-5%$710.3K$1.1M+$430.4K2026-10-20
Meitav Investment House LTD
DECREASED43,66544,486-821-2%$668.6K$1.1M+$444.4K2026-10-28
Commonwealth Equity Services, LLC
INCREASED42,45536,966+5,489+15%$555.6K$1.1M+$526.6K2026-11-02
Cooper Financial Group
DECREASED41,27444,433-3,159-7%$667.8K$1.1M+$384.2K2026-10-07
Simplex Trading, LLC
DECREASED39,73876,955-37,217-48%$1.2M$1.0M-$143.7K2026-11-04
Kestra Advisory Services, LLC
DECREASED39,57841,067-1,489-4%$617.2K$1.0M+$391.6K2026-11-02
Visionary Wealth Advisors
DECREASED39,45142,650-3,199-7%$641.0K$1.0M+$364.6K2026-11-04
Miller Global Investments, LLC
UNCHANGED37,97237,97200%$570.7K$967.9K+$397.2K2026-10-02
Kennedy Investment Group, Inc.
NEW37,899—+37,899——$966.0K—2026-10-21
TigerOak Management, L.L.C.
INCREASED37,61434,893+2,721+8%$524.4K$958.8K+$434.3K2026-10-23
Freedom Financial Partners LLC
INCREASED36,26536,259+6+0%$545.0K$924.4K+$379.4K2026-10-19
Integrity Wealth Partners, LLC
NEW35,079—+35,079——$894.2K—2026-10-14
Gainplan LLC
DECREASED33,94534,862-917-3%$524.0K$865.3K+$341.3K2026-10-09
AdvisorNet Financial, Inc
INCREASED33,22432,698+526+2%$491.5K$769.5K+$278.0K2026-10-15
Formidable Asset Management, LLC
INCREASED29,63729,632+5+0%$588.5K$445.4K-$143.0K2026-11-03
Hamilton Capital, LLC
INCREASED28,98128,938+43+0%$434.9K$738.7K+$303.8K2026-10-08
Interchange Capital Partners, LLC
INCREASED28,82924,033+4,796+20%$361.2K$762.6K+$401.4K2026-10-28
Prospera Financial Services Inc
DECREASED28,77028,889-1190%$434.2K$612.5K+$178.3K2026-11-04
ATX Financial Planning, LLC
DECREASED28,03740,072-12,035-30%$602.3K$714.7K+$112.4K2026-10-14
Vise Technologies, Inc.
INCREASED27,89520,459+7,436+36%$307.5K$711.0K+$403.5K2026-10-29
Instrumental Wealth, LLC
INCREASED25,27122,085+3,186+14%$331.9K$644.2K+$312.2K2026-10-20
Claro Advisors Inc.
INCREASED22,96319,632+3,331+17%$295.1K$585.3K+$290.3K2026-11-02
M Holdings Securities, Inc.
DECREASED22,88824,567-1,679-7%$384$532+$1482026-11-03
WealthCare Investment Partners, LLC
INCREASED22,74321,115+1,628+8%$317.4K$579.7K+$262.4K2026-11-05
Venture Visionary Partners LLC
NEW22,142—+22,142——$564.4K—2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED22,08818,965+3,123+16%$285.0K$563.0K+$278.0K2026-10-23
Bernardo Wealth Planning LLC
INCREASED21,81010,904+10,906+100%$163.9K$555.9K+$392.0K2026-10-23
E6 Portfolios, LLC
DECREASED21,23930,166-8,927-30%$453.4K$541.4K+$88.0K2026-10-26
Condor Capital Management
INCREASED20,52419,708+816+4%$296.2K$523.2K+$227.0K2026-11-06
Avid Wealth Partners LLC
DECREASED20,25224,230-3,978-16%$364.2K$516.2K+$152.0K2026-11-03
Pachira Investments Inc.
DECREASED19,76020,063-303-2%$301.5K$503.7K+$202.1K2026-10-14
Wilmington Savings Fund Society, FSB
INCREASED19,25816,810+2,448+15%$252.7K$490.9K+$238.2K2026-10-23
Clear Creek Financial Management, LLC
DECREASED19,25521,374-2,119-10%$321.3K$490.8K+$169.6K2026-10-28
Johnson & White Wealth Management, LLC
INCREASED18,82414,338+4,486+31%$215.5K$479.8K+$264.3K2026-11-03
Lido Advisors, LLC
INCREASED17,67613,858+3,818+28%$208.3K$450.6K+$242.3K2026-11-04
Innovative Advisory Group, LLC
DECREASED17,32717,427-100-1%$261.9K$441.7K+$179.7K2026-10-13
B. Riley Wealth Advisors, Inc.
NEW17,145—+17,145——$437.0K—2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED15,27114,837+434+3%$223.0K$389.3K+$166.3K2026-11-04
Amicus Financial Advisors, LLC
INCREASED15,22015,200+20+0%$228.5K$388.0K+$159.5K2026-11-03
Signaturefd, LLC
UNCHANGED15,16415,16400%$227.9K$386.5K+$158.6K2026-10-23
Axxcess Wealth Management, LLC
INCREASED14,80413,885+919+7%$208.7K$377.3K+$168.7K2026-10-21
Compass Financial Group, Inc. (Ohio)
NEW14,659—+14,659——$373.7K—2026-10-19
Global View Capital Management LLC
NEW14,649—+14,649——$373.4K—2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED13,85012,150+1,700+14%$182.6K$353.0K+$170.4K2026-10-27
Diversify Advisory Services, LLC
INCREASED13,73212,281+1,451+12%$227.9K$321.1K+$93.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,73212,281+1,451+12%$227.9K$321.1K+$93.1K2026-10-20
Lotus Asset Management LLC
INCREASED13,22813,227+1+0%$198.8K$337.2K+$138.4K2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED13,14812,989+159+1%$195.2K$335.1K+$139.9K2026-10-16
MGO One Seven LLC
DECREASED13,07113,441-370-3%$202.0K$333.2K+$131.2K2026-10-28
Unique Wealth, LLC
NEW12,925—+12,925——$329.5K—2026-10-16
IFP Advisors, Inc
INCREASED12,48212,340+142+1%$185.5K$318.2K+$132.7K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED11,54511,407+138+1%$171.5K$294.3K+$122.8K2026-10-16
Channel Wealth LLC
NEW10,666—+10,666——$271.9K—2026-11-06
Doliver Advisors, LP
DECREASED10,57710,805-228-2%$162.4K$269.6K+$107.2K2026-10-01
Carota Wealth Management
NEW10,491—+10,491——$267.4K—2026-11-03
Meridian Wealth Management, LLC
DECREASED9,75712,762-3,005-24%$191.8K$248.7K+$56.9K2026-11-05
Spectrum Planning & Advisory Services Inc.
NEW9,703—+9,703——$247.3K—2026-11-05
Sageworth Trust Co
NEW9,505—+9,505——$242.3K—2026-10-30
SJS Investment Consulting Inc.
INCREASED8,95450+8,904+17808%$752$228.2K+$227.5K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED8,85311,270-2,417-21%$169.4K$225.7K+$56.3K2026-11-06
StoneX Group Inc.
DECREASED8,83614,094-5,258-37%$244.1K$210.7K-$33.4K2026-11-03
Creative Planning
DECREASED8,71218,147-9,435-52%$272.7K$222.1K-$50.7K2026-11-02
Optivise Advisory Services LLC
NEW8,657—+8,657——$220.7K—2026-10-19
WealthPlan Investment Management, LLC
NEW8,397—+8,397——$214.0K—2026-10-15
Balboa Wealth Partners
NEW8,103—+8,103——$206.5K—2026-10-20
J.W. Cole Advisors, Inc.
NEW7,986—+7,986——$203.6K—2026-11-05
Truist Financial Corp
NEW7,923—+7,923——$202.0K—2026-10-30
IFS Advisors, LLC
NEW6,898—+6,898——$175.8K—2026-10-14
Farther Finance Advisors, LLC
INCREASED6,6646,516+148+2%$97.9K$169.9K+$71.9K2026-10-08
Allworth Financial LP
INCREASED4,0351,005+3,030+301%$15.1K$60.6K+$45.5K2026-11-06
Clearstead Advisors, LLC
INCREASED3,6933,678+15+0%$55.3K$94.1K+$38.9K2026-11-06
J.Safra Asset Management Corp
INCREASED2,7652,696+69+3%$40.5K$70.5K+$30.0K2026-11-03
Lanark Financial, Inc.
DECREASED2,6322,642-100%$39.7K$67.1K+$27.4K2026-10-26
DeDora Capital, Inc.
NEW2,368—+2,368——$60.4K—2026-10-26
Lodestone Wealth Management LLC
INCREASED2,2631,233+1,030+84%$18.5K$57.7K+$39.2K2026-10-14
Horrell Capital Management, Inc.
INCREASED2,1561,044+1,112+107%$15.7K$55.0K+$39.3K2026-10-08
Elevation Wealth Partners, LLC
INCREASED1,9741,971+3+0%$29.6K$50.3K+$20.7K2026-10-07
Kelleher Financial Advisors
DECREASED1,9504,403-2,453-56%$66.2K$49.7K-$16.5K2026-10-30
Wealth Analytics Partners, LLC
NEW1,857—+1,857——$47.3K—2026-10-19
Fifth Third Bancorp
DECREASED1,7911,807-16-1%$27.2K$45.7K+$18.5K2026-11-05
Wolff Wiese Magana LLC
INCREASED1,6191,615+4+0%$24.3K$41.3K+$17.0K2026-10-15
GK Wealth Management LLC
NEW1,480—+1,480——$37.7K—2026-10-09
Vima LLC
DECREASED1,4171,497-80-5%$22.5K$36.1K+$13.6K2026-10-23
Ascentis Independent Advisors
NEW1,342—+1,342——$34.2K—2026-11-03
Rossby Financial, LCC
NEW1,260—+1,260——$32.1K—2026-11-05
Madden Securities Corp
NEW1,157—+1,157——$29.5K—2026-10-27
Heritage Family Offices, LLP
NEW1,128—+1,128——$28.8K—2026-11-02
Parallel Advisors, LLC
DECREASED1,1065,338-4,232-79%$80.2K$28.2K-$52.0K2026-11-03
Asset Dedication, LLC
UNCHANGED1,0041,00400%$15.1K$25.6K+$10.5K2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED1,0001,00000%$15.4K$25.8K+$10.4K2026-10-20
Noble Wealth Management PBC
INCREASED918912+6+1%$13.7K$23.4K+$9.7K2026-10-01
Richardson Capital Management LLC
INCREASED875712+163+23%$10.7K$22.3K+$11.6K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8183,575-2,757-77%$53.7K$20.8K-$32.9K2026-10-14
Blue Trust, Inc.
INCREASED759265+494+186%$4.0K$19.3K+$15.4K2026-10-15
Nkcfo LLC
UNCHANGED70070000%$11$18.0K+$18.0K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED65065000%$9.8K$16.6K+$6.8K2026-10-29
Rydar Equities, Inc.
NEW600—+600——$14.7K—2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED56056000%$8.4K$14.3K+$5.9K2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED51951900%$7.8K$13.2K+$5.4K2026-11-06
GS Investments, Inc.
UNCHANGED50050000%$7.5K$12.7K+$5.2K2026-11-05
Hurley Capital, LLC
UNCHANGED48348300%$7.3K$12.3K+$5.1K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED444744-300-40%$11.2K$11.3K+$1372026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED42542500%$6.4K$10.8K+$4.4K2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED40040000%$6.0K$10.2K+$4.2K2026-10-15
Jacobi Capital Management LLC
NEW382—+382——$9.7K—2026-11-05
WPG Advisers, LLC
UNCHANGED37737700%$5.7K$9.6K+$3.9K2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED36536500%$5.5K$9.3K+$3.8K2026-10-13
Albion Financial Group
DECREASED350673-323-48%$10.1K$8.9K-$1.2K2026-10-21
Compagnie Lombard Odier SCmA
UNCHANGED35035000%$5.3K$8.9K+$3.7K2026-11-04
American Capital Advisory, LLC
DECREASED344430-86-20%$6.5K$8.8K+$2.3K2026-10-28
US Bancorp \de\
UNCHANGED33133100%$5.0K$8.4K+$3.5K2026-11-05
Private Wealth Management Group, LLC
UNCHANGED32032000%$4.8K$8.2K+$3.3K2026-10-19
North Star Investment Management Corp.
UNCHANGED28128100%$4.2K$7.2K+$2.9K2026-10-27
Spire Wealth Management
DECREASED2701,271-1,001-79%$19.1K$6.9K-$12.2K2026-10-30
Nfsg Corp
UNCHANGED24524500%$3.7K$6.2K+$2.6K2026-10-15
Transce3nd, LLC
NEW215—+215——$5.1K—2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED19611,222-11,026-98%$168.7K$5.0K-$163.7K2026-10-26
High Note Wealth, LLC
UNCHANGED14314300%$2.1K$3.6K+$1.5K2026-10-27
Nvwm, LLC
UNCHANGED13013000%$2.0K$3.3K+$1.4K2026-10-14
Wilkerson Advisory Group LLC
UNCHANGED10810800%$1.6K$2.8K+$1.1K2026-10-20
Pathway Financial Advisers, LLC
NEW107—+107——$2.7K—2026-10-27
Larson Financial Group LLC
UNCHANGED10710700%$1.6K$2.7K+$1.1K2026-11-05
Latitude Advisors, LLC
NEW100—+100——$2.5K—2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED757500%$1.1K$1.9K+$7852026-10-13
Essential Investment Partners LLC
UNCHANGED707000%$1.1K$1.8K+$7322026-10-27
1620 Investment Advisors, Inc.
DECREASED62775-713-92%$9.9K$1.6K-$8.3K2026-11-04
Financial Perspectives, Inc
UNCHANGED525200%$782$1.3K+$5432026-11-03
Canton Hathaway, LLC
NEW50—+50——$1.3K—2026-10-23
Main Street Group, LTD
UNCHANGED505000%$752$1.3K+$5232026-10-28
Trust Co
UNCHANGED454500%$676$1.1K+$4712026-10-09
Legacy Bridge, LLC
INCREASED4220+22+110%$301$1.1K+$7702026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED373700%$556$943+$3872026-11-04
Financially Speaking Inc
UNCHANGED272700%$537$689+$1522026-11-05
Central Trust Co
UNCHANGED222200%$331$561+$2302026-11-05
Triumph Capital Management
UNCHANGED212100%$316$535+$2192026-10-14
Evermay Wealth Management LLC
NEW20—+20——$510—2026-11-05
Mcdonald Partners LLC
UNCHANGED202000%$301$510+$2092026-11-03
Versant Capital Management, Inc
UNCHANGED202000%$301$510+$2092026-10-02
GHP Investment Advisors, Inc.
UNCHANGED191900%$286$485+$1992026-10-15
Rothwell Investment Advisors, LLC
NEW16—+16——$408—2026-11-06
First Community Trust NA
NEW14—+14——$357—2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED131300%$195$331+$1362026-11-03
Hoey Investments, Inc
UNCHANGED131300%$196$332+$1362026-10-29
Centerpoint Advisors, LLC
UNCHANGED121200%$0$0$02026-11-05
Financial Consulate, Inc
UNCHANGED111100%$166$281+$1152026-10-23
Tradewinds Capital Management, LLC
UNCHANGED101000%$151$255+$1042026-10-23
Carolina Wealth Advisors, LLC
NEW6—+6——$153—2026-10-23
Hager Investment Management Services, LLC
UNCHANGED6600%$90$153+$632026-11-04
Strategic Advocates LLC
UNCHANGED3300%$45$76+$312026-11-03
Citigroup Inc
NEW2—+2——$51—2026-11-04
IronBridge Private Wealth, LLC
CLOSED0101,781-101,781-100%$1.5M$0-$1.5M2026-11-03
Bank of New York Mellon Corp
CLOSED018,911-18,911-100%$284.2K$0-$284.2K2026-11-05
Great Point Wealth Advisors, LLC
CLOSED012,806-12,806-100%$192.5K$0-$192.5K2026-10-15
Chiron Capital Management, LLC
CLOSED010,902-10,902-100%$163.9K$0-$163.9K2026-10-15
Ares Financial Consulting, LLC
CLOSED0245-245-100%$3.7K$0-$3.7K2026-10-19
Spectrum Wealth Advisory Group, LLC
CLOSED0150-150-100%$2.3K$0-$2.3K2026-10-29
Signature Resources Capital Management, LLC
CLOSED0141-141-100%$2.1K$0-$2.1K2026-10-16
International Assets Investment Management, LLC
CLOSED0125-125-100%$1.9K$0-$1.9K2026-11-02
CoreCap Advisors, LLC
CLOSED038-38-100%$571$0-$5712026-10-08
MCF Advisors LLC
CLOSED036-36-100%$542$0-$5422026-10-28
Solstein Capital, LLC
CLOSED08-8-100%$120$0-$1202026-11-02
Illumine Investment Management, LLC
UNCHANGED000—$377.5K$638.9K+$261.3K2026-10-22
Morgan Stanley
N/A—5,119,241-5,119,241-100%$76.9M———
Kaleidoscope Capital LP
N/A—4,165,451-4,165,451-100%$62.6M———
Susquehanna International Group, LLP
N/A—3,311,777-3,311,777-100%$49.8M———
Mangrove Partners IM, LLC
N/A—2,232,656-2,232,656-100%$33.6M———
Goldman Sachs Group Inc
N/A—2,027,713-2,027,713-100%$30.5M———
Jane Street Group, LLC
N/A—900,350-900,350-100%$13.5M———
Tidal Investments LLC
N/A—513,097-513,097-100%$7.7M———
Qube Research & Technologies Ltd
N/A—260,884-260,884-100%$3.9M———
Virtu Financial LLC
N/A—220,709-220,709-100%$3.3M———
Trustees of Dartmouth College
N/A—178,148-178,148-100%$2.7M———
Pasadena Private Wealth, LLC
N/A—176,572-176,572-100%$2.7M———
Fielder Capital Group LLC
N/A—160,173-160,173-100%$2.4M———
HBK Investments L P
N/A—152,621-152,621-100%$2.3M———
Reliant Wealth Planning
N/A—132,523-132,523-100%$2.0M———
Betterment LLC
N/A—119,446-119,446-100%$1.8M———
Captrust Financial Advisors
N/A—119,136-119,136-100%$1.8M———
Mariner, LLC
N/A—113,320-113,320-100%$1.7M———
Stonebrook Private Inc.
N/A—82,217-82,217-100%$1.2M———
MML Investors Services, LLC
N/A—76,468-76,468-100%$1.1M———
HighTower Advisors, LLC
N/A—72,397-72,397-100%$1.1M———
Envestnet Asset Management Inc
N/A—69,856-69,856-100%$1.0M———
Focus Partners Wealth
N/A—60,988-60,988-100%$919.2K———
Benjamin Edwards Inc
N/A—56,428-56,428-100%$848.0K———
Beacon Pointe Advisors, LLC
N/A—51,976-51,976-100%$781.2K———
Savvy Advisors, Inc.
N/A—45,992-45,992-100%$691.3K———
Robertson Opportunity Capital, LLC
N/A—41,164-41,164-100%$618.7K———
World Investment Advisors
N/A—39,990-39,990-100%$794.2K———
Precision Wealth Strategies, LLC
N/A—39,834-39,834-100%$598.7K———
Tocqueville Asset Management L.P.
N/A—38,915-38,915-100%$584.9K———
Van Hulzen Asset Management, LLC
N/A—36,067-36,067-100%$542.1K———
Cerity Partners LLC
N/A—36,021-36,021-100%$541.4K———
Keystone Financial Services, LLC
N/A—34,652-34,652-100%$520.8K———
Cetera Investment Advisers
N/A—34,105-34,105-100%$512.6K———
Exit Wealth Advisors, Llc.
N/A—31,513-31,513-100%$473.6K———
Broadhurst Jeffrey B
N/A—28,000-28,000-100%$420.8K———
Advisory Services Network, LLC
N/A—27,834-27,834-100%$418.4K———
AE Wealth Management LLC
N/A—26,913-26,913-100%$404.5K———
Wealthfront Advisers LLC
N/A—26,294-26,294-100%$395.2K———
JTC Employer Solutions Trustee Ltd
N/A—25,000-25,000-100%$376.0K———
Group One Trading LLC
N/A—23,984-23,984-100%$360.5K———
JPMorgan Chase & Co
N/A—22,736-22,736-100%$351.0K———
RED Reef Advisors LLC
N/A—20,992-20,992-100%$315.5K———
RBF Capital, LLC
N/A—20,000-20,000-100%$300.6K———
United Capital Financial Advisors, LLC
N/A—19,310-19,310-100%$290.0K———
Mercer Global Advisors Inc
N/A—16,927-16,927-100%$254.4K———
Ground Swell Capital, LLC
N/A—16,591-16,591-100%$249.4K———
Runnymede Capital Advisors, Inc.
N/A—16,357-16,357-100%$245.8K———
Private Advisor Group, LLC
N/A—15,834-15,834-100%$238.0K———
Two Sigma Securities, LLC
N/A—14,589-14,589-100%$219.3K———
Insigneo Advisory Services, LLC
N/A—14,183-14,183-100%$213.2K———
IFC Advisors LLC
N/A—13,526-13,526-100%$203.3K———
Copia Wealth Management
N/A—13,504-13,504-100%$203.0K———
Greenline Partners, LLC
N/A—13,314-13,314-100%$200.1K———
Bank of Montreal
N/A—12,376-12,376-100%$186.0K———
Summit Financial, LLC
N/A—11,733-11,733-100%$176.3K———
Windle Wealth, LLC
N/A—11,089-11,089-100%$166.7K———
Ausdal Financial Partners, Inc.
N/A—10,617-10,617-100%$159.6K———
Benson Wealth Management Inc
N/A—10,040-10,040-100%$150.9K———
Smithfield Trust Co
N/A—9,025-9,025-100%$136.0K———
Beaird Harris Wealth Management, LLC
N/A—5,451-5,451-100%$81.9K———
ARK Investment Management LLC
N/A—4,280-4,280-100%$64.3K———
Ancora Advisors LLCA
N/A—3,541-3,541-100%$53.2K———
Geneos Wealth Management Inc.
N/A—3,450-3,450-100%$51.9K———
Richard W. Paul & Associates, LLC
N/A—3,391-3,391-100%$51.0K———
Fiduciary Financial Advisors
N/A—3,342-3,342-100%$50.2K———
Rothschild Investment LLC
N/A—2,552-2,552-100%$38.4K———
Wells Fargo & Company
N/A—2,346-2,346-100%$35.3K———
HighMark Wealth Management LLC
N/A—2,265-2,265-100%$34.0K———
VSM Wealth Advisory, LLC
N/A—1,966-1,966-100%$29.5K———
Sankala Group LLC
N/A—1,797-1,797-100%$32.8K———
Osaic Holdings, Inc.
N/A—1,681-1,681-100%$25.3K———
Ankerstar Wealth, LLC
N/A—1,601-1,601-100%$24.1K———
Turim 21 Investimentos Ltda.
N/A—1,500-1,500-100%$22.5K———
Alamea Verwaltungs GmbH
N/A—1,498-1,498-100%$22.5K———
Smartleaf Asset Management LLC
N/A—1,210-1,210-100%$18.7K———
Global Retirement Partners, LLC
N/A—1,140-1,140-100%$17.1K———
EFG International AG
N/A—1,100-1,100-100%$16.5K———
Mcguire Capital Advisors Inc
N/A—1,055-1,055-100%$15.9K———
Northwestern Mutual Wealth Management Co
N/A—895-895-100%$13.5K———
Caitlin John, LLC
N/A—806-806-100%$12.1K———
Brown Brothers Harriman & Co
N/A—804-804-100%$12.1K———
Steward Partners Investment Advisory, LLC
N/A—731-731-100%$11.0K———
Horizon Kinetics Asset Management LLC
N/A—653-653-100%$9.8K———
Tower Research Capital LLC (TRC)
N/A—621-621-100%$9.3K———
Atlantic Union Bankshares Corp
N/A—619-619-100%$9.3K———
BFC Planning, Inc.
N/A—482-482-100%$7.2K———
NewEdge Advisors, LLC
N/A—480-480-100%$7.2K———
Harbour Investments, Inc.
N/A—478-478-100%$7.2K———
Arax Advisory Partners
N/A—471-471-100%$7.1K———
HM Payson & Co
N/A—427-427-100%$6.4K———
UBS Group AG
N/A—260-260-100%$3.9K———
Federation des caisses Desjardins du Quebec
N/A—259-259-100%$3.9K———
Caldwell Sutter Capital, Inc.
N/A—250-250-100%$3.8K———
Quent Capital, LLC
N/A—235-235-100%$3.5K———
Whittier Trust Co
N/A—235-235-100%$4.0K———
Royal Bank of Canada
N/A—234-234-100%$4.0K———
Strategic Investment Solutions, Inc.
N/A—210-210-100%$3.2K———
Abound Financial, LLC
N/A—203-203-100%$3.1K———
Forum Finance Group S.A.
N/A—185-185-100%$2———
Silicon Valley Capital Partners
N/A—169-169-100%$2.5K———
Strategic Wealth Partners, Ltd.
N/A—165-165-100%$2.5K———
Bogart Wealth, LLC
N/A—153-153-100%$2.3K———
Roble, Belko & Company, Inc
N/A—138-138-100%$2———
Huntington National Bank
N/A—130-130-100%$2.0K———
Dunhill Financial, LLC
N/A—90-90-100%$1.4K———
Johnson Financial Group, Inc.
N/A—80-80-100%$1.2K———
Colonial Trust Co / SC
N/A—50-50-100%$752———
PlanVest Financial, Inc
N/A—50-50-100%$752———
IFG Advisory, LLC
N/A—38-38-100%$571———
Tidemark, LLC
N/A—28-28-100%$421———
Jackson, Grant Investment Advisers, Inc.
N/A—20-20-100%$301———
Delta Asset Management LLC
N/A—20-20-100%$301———
Lavaca Capital LLC
N/A—10-10-100%$150———
National Bank of Canada
N/A—7-7-100%$105———
Game Plan Financial Advisors, LLC
N/A—7-7-100%$105———
Cheviot Value Management, LLC
N/A—6-6-100%$90———
Jones Financial Companies Lllp
N/A—5-5-100%$75———
Hollencrest Capital Management
N/A—3-3-100%$45———
Nova Wealth Management, Inc.
N/A—2-2-100%$30———
FMR LLC
N/A—2-2-100%$30———
SOA Wealth Advisors, Llc.
N/A—1-1-100%$15———
Showing 300 of 300 institutions