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Guggenheim Strategic Opport (GOF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Verus Capital Partners, LLC
DECREASED
Shares1,072,927 from 2,402,001
Change-1,329,074 (-55%)
Value$9.1M (-$17.1M)
Filed 2026-11-03
Beach Point Capital Management LP
NEW
Shares1,041,150
Change+1,041,150
Value$8.9M
Filed 2026-10-20
Gridiron Partners, LLC
INCREASED
Shares975,679 from 226,477
Change+749,202 (+331%)
Value$8.3M (+$5.8M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares547,068 from 476,318
Change+70,750 (+15%)
Value$4.7M (-$545.8K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares523,345 from 472,129
Change+51,216 (+11%)
Value$4.5M (-$702.0K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
INCREASED
Shares429,833 from 252,389
Change+177,444 (+70%)
Value$3.7M (+$901.8K)
Filed 2026-10-29
Harpswell Capital Advisors, LLC
INCREASED
Shares342,237 from 304,093
Change+38,144 (+13%)
Value$2.9M (-$408.3K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares332,727 from 328,435
Change+4,292 (+1%)
Value$2.8M (-$755.0K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares220,800 from 224,433
Change-3,633 (-2%)
Value$1.9M (-$571.8K)
Filed 2026-11-05
Matisse Capital
NEW
Shares220,000
Change+220,000
Value$1.9M
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares185,111 from 196,502
Change-11,391 (-6%)
Value$1.6M (-$571.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares169,561 from 140,260
Change+29,301 (+21%)
Value$1.4M (-$88.7K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares164,885 from 192,139
Change-27,254 (-14%)
Value$1.4M (-$695.0K)
Filed 2026-10-22
TrueMark Investments, LLC
INCREASED
Shares163,354 from 15,486
Change+147,868 (+955%)
Value$1.4M (+$1.2M)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
DECREASED
Shares156,534 from 158,023
Change-1,489 (-1%)
Value$1.3M (-$393.5K)
Filed 2026-11-03
Absolute Investment Advisers, LLC
INCREASED
Shares154,082 from 14,872
Change+139,210 (+936%)
Value$1.3M (+$1.1M)
Filed 2026-10-21
Smith Asset Management Co., LLC
INCREASED
Shares141,021 from 140,005
Change+1,016 (+1%)
Value$1.2M (-$328.8K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
DECREASED
Shares140,515 from 145,296
Change-4,781 (-3%)
Value$1.2M (-$390.9K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares139,560 from 166,928
Change-27,368 (-16%)
Value$1.2M (-$635.2K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares130,233 from 112,594
Change+17,639 (+16%)
Value$1.1M (-$121.2K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares120,861 from 87,805
Change+33,056 (+38%)
Value$1.0M (+$69.7K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares106,309 from 54,497
Change+51,812 (+95%)
Value$990.0K (+$394.7K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares99,666 from 108,583
Change-8,917 (-8%)
Value$848.2K (-$337.6K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares98,556 from 64,030
Change+34,526 (+54%)
Value$846.0K (+$147.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares81,540 from 69,622
Change+11,918 (+17%)
Value$693.9K (-$66.4K)
Filed 2026-10-23
Focus Financial Network, Inc.
DECREASED
Shares70,062 from 70,645
Change-583 (-1%)
Value$596.2K (-$175.2K)
Filed 2026-10-14
Wolverine Asset Management LLC
INCREASED
Shares67,018 from 15,047
Change+51,971 (+345%)
Value$570.3K (+$406.0K)
Filed 2026-11-02
Mallini Complete Financial Planning LLC
DECREASED
Shares55,172 from 55,467
Change-295 (-1%)
Value$469.5K (-$136.2K)
Filed 2026-10-06
Private Trust Co NA
INCREASED
Shares53,244 from 50,563
Change+2,681 (+5%)
Value$453.1K (-$99.0K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares50,560 from 72,180
Change-21,620 (-30%)
Value$430.3K (-$357.9K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares49,368 from 66,842
Change-17,474 (-26%)
Value$420.1K (-$309.8K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares47,693 from 44,923
Change+2,770 (+6%)
Value$424.0K (-$45.5K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares47,148 from 41,322
Change+5,826 (+14%)
Value$401.2K (-$50.0K)
Filed 2026-10-14
Verity Asset Management, Inc.
NEW
Shares43,850
Change+43,850
Value$373.2K
Filed 2026-10-30
New England Private Wealth Advisors LLC
UNCHANGED
Shares43,327 from 43,327
Change0 (0%)
Value$368.7K (-$85.8K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares40,264 from 23,764
Change+16,500 (+69%)
Value$342.6K (+$83.1K)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares38,632 from 29,474
Change+9,158 (+31%)
Value$328.8K (+$6.9K)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares38,211 from 26,523
Change+11,688 (+44%)
Value$325.2K (+$35.6K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares36,838 from 36,697
Change+141 (+0%)
Value$313.5K (-$87.2K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares36,786 from 38,268
Change-1,482 (-4%)
Value$313.0K (-$104.8K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares35,307 from 34,375
Change+932 (+3%)
Value$300.5K (-$74.9K)
Filed 2026-10-23
Parisi Gray Wealth Management
DECREASED
Shares35,000 from 51,004
Change-16,004 (-31%)
Value$297.9K (-$259.1K)
Filed 2026-10-16
Almanack Investment Partners, Llc.
DECREASED
Shares33,545 from 57,683
Change-24,138 (-42%)
Value$285.5K (-$344.4K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares31,506 from 31,507
Change-1 (0%)
Value$268.1K (-$75.9K)
Filed 2026-11-05
Compound Planning, Inc.
UNCHANGED
Shares27,591 from 27,591
Change0 (0%)
Value$234.8K (-$66.5K)
Filed 2026-11-05
Capital CS Group, LLC
DECREASED
Shares26,526 from 42,445
Change-15,919 (-38%)
Value$225.7K (-$237.8K)
Filed 2026-10-29
JB Capital LLC
INCREASED
Shares26,437 from 26,224
Change+213 (+1%)
Value$225.0K (-$61.4K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares24,571 from 10,896
Change+13,675 (+126%)
Value$209.1K (+$90.1K)
Filed 2026-11-02
Norden Group LLC
INCREASED
Shares24,499 from 22,109
Change+2,390 (+11%)
Value$208.5K (-$32.9K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
NEW
Shares22,701
Change+22,701
Value$193.2K
Filed 2026-10-29
David J Yvars Group
INCREASED
Shares22,250 from 21,740
Change+510 (+2%)
Value$189.5K (-$46.9K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED
Shares22,013 from 22,794
Change-781 (-3%)
Value$187.3K (-$59.1K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares21,904 from 25,425
Change-3,521 (-14%)
Value$186.4K (-$91.2K)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares21,735 from 22,341
Change-606 (-3%)
Value$185.0K (-$59.0K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
INCREASED
Shares21,302 from 14,153
Change+7,149 (+51%)
Value$181.3K (+$26.7K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
INCREASED
Shares20,977 from 19,817
Change+1,160 (+6%)
Value$178.5K (-$37.9K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares19,827 from 46,097
Change-26,270 (-57%)
Value$168.7K (-$334.7K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares19,685 from 631,456
Change-611,771 (-97%)
Value$167.5K (-$6.7M)
Filed 2026-10-19
Wagner Wealth Management, LLC
UNCHANGED
Shares18,499 from 18,499
Change0 (0%)
Value$157.4K (-$44.6K)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares16,102 from 16,858
Change-756 (-4%)
Value$138.2K (-$46.3K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares15,905 from 21,726
Change-5,821 (-27%)
Value$135.4K (-$101.9K)
Filed 2026-11-03
Vann Equity Management LLC
DECREASED
Shares13,691 from 13,701
Change-10 (0%)
Value$116.5K (-$33.1K)
Filed 2026-10-08
Triumph Capital Management
INCREASED
Shares13,625 from 8,435
Change+5,190 (+62%)
Value$115.9K (+$23.8K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares13,344 from 14,044
Change-700 (-5%)
Value$113.6K (-$39.8K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares13,124 from 24,483
Change-11,359 (-46%)
Value$111.7K (-$155.7K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares12,679 from 13,938
Change-1,259 (-9%)
Value$111.5K (-$40.8K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
NEW
Shares12,586
Change+12,586
Value$107.1K
Filed 2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED
Shares12,171 from 12,171
Change0 (0%)
Value$103.6K (-$29.3K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,082 from 11,304
Change+778 (+7%)
Value$105.6K (-$18.0K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares12,000 from 190,195
Change-178,195 (-94%)
Value$102.1K (-$2.0M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares11,800 from 21,898
Change-10,098 (-46%)
Value$100.4K (-$138.7K)
Filed 2026-10-22
Tactive Advisors, LLC
NEW
Shares10,966
Change+10,966
Value$93.3K
Filed 2026-10-08
Vista Investment Partners II, LLC
UNCHANGED
Shares10,711 from 10,711
Change0 (0%)
Value$91.2K (-$25.8K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares9,835
Change+9,835
Value$83.7K
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares5,352 from 4,414
Change+938 (+21%)
Value$45.5K (-$2.7K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares4,947 from 10,346
Change-5,399 (-52%)
Value$42.1K (-$70.9K)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares4,871 from 4,871
Change0 (0%)
Value$41 (-$53.0K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares4,073 from 4,073
Change0 (0%)
Value$34.7K (-$9.8K)
Filed 2026-10-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,024 from 3,412
Change+612 (+18%)
Value$35 (-$12.0K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$15.2K (-$3.7K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$12.8K (-$3.6K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares1,116 from 1,056
Change+60 (+6%)
Value$9.5K (-$2.0K)
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.5K (-$2.4K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$5.3K (-$1.5K)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$3.1K (-$879)
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$2.0K (-$555)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$298 (-$84)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$272 (-$77)
Filed 2026-10-07
Carolina Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$60
Filed 2026-10-23
Citigroup Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (-$2)
Filed 2026-11-04
Integrity Alliance, Llc.
CLOSED
Shares0 from 298,689
Change-298,689 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-29
Imc-Chicago, LLC
CLOSED
Shares0 from 217,872
Change-217,872 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-05
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 36,457
Change-36,457 (-100%)
Value$0 (-$398.1K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 27,170
Change-27,170 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-16
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 20,475
Change-20,475 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-02
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 18,545
Change-18,545 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-02
Sage Capital Management, LLC
CLOSED
Shares0 from 16,600
Change-16,600 (-100%)
Value$0 (-$181.3K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 13,438
Change-13,438 (-100%)
Value$0 (-$146.7K)
Filed 2026-10-14
Triton Wealth Management, Pllc
CLOSED
Shares0 from 11,139
Change-11,139 (-100%)
Value$0 (-$121.6K)
Filed 2026-11-04
Country Trust Bank
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,942
Change-2,942 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-13
Gen-Wealth Partners Inc
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-13
Noble Wealth Management PBC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-01
Farther Finance Advisors, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$284)
Filed 2026-10-08
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$284)
Filed 2026-10-28
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$10)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 6,845,822
Change-6,845,822 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 2,666,430
Change-2,666,430 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 2,464,791
Change-2,464,791 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,448,496
Change-2,448,496 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,071,032
Change-2,071,032 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,787,381
Change-1,787,381 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,734,753
Change-1,734,753 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,568,820
Change-1,568,820 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,562,805
Change-1,562,805 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,455,400
Change-1,455,400 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,336,680
Change-1,336,680 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,335,061
Change-1,335,061 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,256,789
Change-1,256,789 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 1,204,833
Change-1,204,833 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 955,315
Change-955,315 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 948,818
Change-948,818 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 936,545
Change-936,545 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 627,834
Change-627,834 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 476,910
Change-476,910 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 423,639
Change-423,639 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 328,860
Change-328,860 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 277,401
Change-277,401 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 269,991
Change-269,991 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 260,787
Change-260,787 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 253,258
Change-253,258 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 252,886
Change-252,886 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 247,151
Change-247,151 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 225,080
Change-225,080 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 224,433
Change-224,433 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 221,191
Change-221,191 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 182,722
Change-182,722 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 176,409
Change-176,409 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 166,360
Change-166,360 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 164,030
Change-164,030 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 160,924
Change-160,924 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 140,503
Change-140,503 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 130,868
Change-130,868 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 126,215
Change-126,215 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 118,698
Change-118,698 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 117,396
Change-117,396 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 108,650
Change-108,650 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 101,711
Change-101,711 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 81,351
Change-81,351 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 76,653
Change-76,653 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 75,659
Change-75,659 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 70,038
Change-70,038 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 69,404
Change-69,404 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 63,255
Change-63,255 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 60,971
Change-60,971 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 57,582
Change-57,582 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 55,122
Change-55,122 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 53,082
Change-53,082 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 51,819
Change-51,819 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 50,317
Change-50,317 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 49,936
Change-49,936 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 47,687
Change-47,687 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 47,153
Change-47,153 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,001
Change-40,001 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 37,376
Change-37,376 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 32,797
Change-32,797 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,294
Change-32,294 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 31,451
Change-31,451 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 31,326
Change-31,326 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 28,546
Change-28,546 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,959
Change-27,959 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 27,956
Change-27,956 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 27,528
Change-27,528 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,868
Change-25,868 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 25,705
Change-25,705 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,352
Change-22,352 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 21,696
Change-21,696 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 20,418
Change-20,418 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,277
Change-20,277 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,169
Change-20,169 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 20,047
Change-20,047 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 19,691
Change-19,691 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 19,005
Change-19,005 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,786
Change-15,786 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,044
Change-15,044 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,402
Change-11,402 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,961
Change-10,961 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,803
Change-10,803 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Quarry LP
N/A
Shares— from 9,623
Change-9,623 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,725
Change-8,725 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 817
Change-817 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 583
Change-583 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 498
Change-498 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 201
Change-201 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 75
Change-75 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11
Change-11 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Verus Capital Partners, LLC
DECREASED1,072,9272,402,001-1,329,074-55%$26.2M$9.1M-$17.1M2026-11-03
Beach Point Capital Management LP
NEW1,041,150—+1,041,150——$8.9M—2026-10-20
Gridiron Partners, LLC
INCREASED975,679226,477+749,202+331%$2.5M$8.3M+$5.8M2026-10-08
Truist Financial Corp
INCREASED547,068476,318+70,750+15%$5.2M$4.7M-$545.8K2026-10-30
Advisory Solutions Group, LLC
INCREASED523,345472,129+51,216+11%$5.2M$4.5M-$702.0K2026-10-14
Integrity Advisory Solutions, LLC
INCREASED429,833252,389+177,444+70%$2.8M$3.7M+$901.8K2026-10-29
Harpswell Capital Advisors, LLC
INCREASED342,237304,093+38,144+13%$3.3M$2.9M-$408.3K2026-10-09
Retirement Planning Group, LLC
INCREASED332,727328,435+4,292+1%$3.6M$2.8M-$755.0K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED220,800224,433-3,633-2%$2.5M$1.9M-$571.8K2026-11-05
Matisse Capital
NEW220,000—+220,000——$1.9M—2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED185,111196,502-11,391-6%$2.1M$1.6M-$571.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED169,561140,260+29,301+21%$1.5M$1.4M-$88.7K2026-11-02
Wedbush Securities Inc
DECREASED164,885192,139-27,254-14%$2.1M$1.4M-$695.0K2026-10-22
TrueMark Investments, LLC
INCREASED163,35415,486+147,868+955%$169.1K$1.4M+$1.2M2026-11-05
Tennessee Valley Asset Management Partners
DECREASED156,534158,023-1,489-1%$1.7M$1.3M-$393.5K2026-11-03
Absolute Investment Advisers, LLC
INCREASED154,08214,872+139,210+936%$162.4K$1.3M+$1.1M2026-10-21
Smith Asset Management Co., LLC
INCREASED141,021140,005+1,016+1%$1.5M$1.2M-$328.8K2026-10-16
Flynn Zito Capital Management, LLC
DECREASED140,515145,296-4,781-3%$1.6M$1.2M-$390.9K2026-11-04
Commonwealth Equity Services, LLC
DECREASED139,560166,928-27,368-16%$1.8M$1.2M-$635.2K2026-11-02
PMG Family Office LLC
INCREASED130,233112,594+17,639+16%$1.2M$1.1M-$121.2K2026-10-19
Choreo, LLC
INCREASED120,86187,805+33,056+38%$958.8K$1.0M+$69.7K2026-10-28
StoneX Group Inc.
INCREASED106,30954,497+51,812+95%$595.3K$990.0K+$394.7K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED99,666108,583-8,917-8%$1.2M$848.2K-$337.6K2026-10-13
Thrivent Financial for Lutherans
INCREASED98,55664,030+34,526+54%$699.0K$846.0K+$147.0K2026-11-05
Sigma Planning Corp
INCREASED81,54069,622+11,918+17%$760.3K$693.9K-$66.4K2026-10-23
Focus Financial Network, Inc.
DECREASED70,06270,645-583-1%$771.4K$596.2K-$175.2K2026-10-14
Wolverine Asset Management LLC
INCREASED67,01815,047+51,971+345%$164.3K$570.3K+$406.0K2026-11-02
Mallini Complete Financial Planning LLC
DECREASED55,17255,467-295-1%$605.7K$469.5K-$136.2K2026-10-06
Private Trust Co NA
INCREASED53,24450,563+2,681+5%$552.2K$453.1K-$99.0K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED50,56072,180-21,620-30%$788.2K$430.3K-$357.9K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED49,36866,842-17,474-26%$729.9K$420.1K-$309.8K2026-10-20
Sovran Advisors, LLC
INCREASED47,69344,923+2,770+6%$469.4K$424.0K-$45.5K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED47,14841,322+5,826+14%$451.2K$401.2K-$50.0K2026-10-14
Verity Asset Management, Inc.
NEW43,850—+43,850——$373.2K—2026-10-30
New England Private Wealth Advisors LLC
UNCHANGED43,32743,32700%$454.5K$368.7K-$85.8K2026-10-19
CoreCap Advisors, LLC
INCREASED40,26423,764+16,500+69%$259.5K$342.6K+$83.1K2026-10-08
Davenport & Co LLC
INCREASED38,63229,474+9,158+31%$321.9K$328.8K+$6.9K2026-10-14
United Advisor Group, LLC
INCREASED38,21126,523+11,688+44%$289.6K$325.2K+$35.6K2026-11-03
Jacobi Capital Management LLC
INCREASED36,83836,697+141+0%$400.7K$313.5K-$87.2K2026-11-05
Oppenheimer & Co Inc
DECREASED36,78638,268-1,482-4%$417.9K$313.0K-$104.8K2026-10-26
Apollon Wealth Management, LLC
INCREASED35,30734,375+932+3%$375.4K$300.5K-$74.9K2026-10-23
Parisi Gray Wealth Management
DECREASED35,00051,004-16,004-31%$557.0K$297.9K-$259.1K2026-10-16
Almanack Investment Partners, Llc.
DECREASED33,54557,683-24,138-42%$629.9K$285.5K-$344.4K2026-11-03
Bank of New York Mellon Corp
DECREASED31,50631,507-10%$344.1K$268.1K-$75.9K2026-11-05
Compound Planning, Inc.
UNCHANGED27,59127,59100%$301.3K$234.8K-$66.5K2026-11-05
Capital CS Group, LLC
DECREASED26,52642,445-15,919-38%$463.5K$225.7K-$237.8K2026-10-29
JB Capital LLC
INCREASED26,43726,224+213+1%$286.4K$225.0K-$61.4K2026-10-19
Creative Planning
INCREASED24,57110,896+13,675+126%$119.0K$209.1K+$90.1K2026-11-02
Norden Group LLC
INCREASED24,49922,109+2,390+11%$241.4K$208.5K-$32.9K2026-10-20
Blue Bell Private Wealth Management, LLC
NEW22,701—+22,701——$193.2K—2026-10-29
David J Yvars Group
INCREASED22,25021,740+510+2%$236.4K$189.5K-$46.9K2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED22,01322,794-781-3%$246.4K$187.3K-$59.1K2026-10-13
Fifth Third Bancorp
DECREASED21,90425,425-3,521-14%$277.6K$186.4K-$91.2K2026-11-05
Encompass More Asset Management
DECREASED21,73522,341-606-3%$244.0K$185.0K-$59.0K2026-10-16
Quad-Cities Investment Group, LLC
INCREASED21,30214,153+7,149+51%$154.6K$181.3K+$26.7K2026-10-16
Firethorn Wealth Partners, LLC
INCREASED20,97719,817+1,160+6%$216.4K$178.5K-$37.9K2026-10-14
Fiduciary Alliance LLC
DECREASED19,82746,097-26,270-57%$503.4K$168.7K-$334.7K2026-10-13
Secure Asset Management, LLC
DECREASED19,685631,456-611,771-97%$6.9M$167.5K-$6.7M2026-10-19
Wagner Wealth Management, LLC
UNCHANGED18,49918,49900%$202.0K$157.4K-$44.6K2026-10-21
International Assets Investment Management, LLC
DECREASED16,10216,858-756-4%$184.4K$138.2K-$46.3K2026-11-02
Avantax Planning Partners, Inc.
DECREASED15,90521,726-5,821-27%$237.2K$135.4K-$101.9K2026-11-03
Vann Equity Management LLC
DECREASED13,69113,701-100%$149.6K$116.5K-$33.1K2026-10-08
Triumph Capital Management
INCREASED13,6258,435+5,190+62%$92.1K$115.9K+$23.8K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED13,34414,044-700-5%$153.4K$113.6K-$39.8K2026-10-30
Lanark Financial, Inc.
DECREASED13,12424,483-11,359-46%$267.4K$111.7K-$155.7K2026-10-26
Prospera Financial Services Inc
DECREASED12,67913,938-1,259-9%$152.2K$111.5K-$40.8K2026-11-04
High Net Worth Advisory Group LLC
NEW12,586—+12,586——$107.1K—2026-10-26
Daymark Wealth Partners, LLC
UNCHANGED12,17112,17100%$132.9K$103.6K-$29.3K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED12,08211,304+778+7%$123.5K$105.6K-$18.0K2026-10-13
Marks Group Wealth Management, Inc
DECREASED12,000190,195-178,195-94%$2.1M$102.1K-$2.0M2026-11-05
Brookstone Capital Management
DECREASED11,80021,898-10,098-46%$239.1K$100.4K-$138.7K2026-10-22
Tactive Advisors, LLC
NEW10,966—+10,966——$93.3K—2026-10-08
Vista Investment Partners II, LLC
UNCHANGED10,71110,71100%$117.0K$91.2K-$25.8K2026-10-15
UMB Private Wealth Management, LLC
NEW9,835—+9,835——$83.7K—2026-10-19
IFP Advisors, Inc
INCREASED5,3524,414+938+21%$48.2K$45.5K-$2.7K2026-10-16
Larson Financial Group LLC
DECREASED4,94710,346-5,399-52%$113.0K$42.1K-$70.9K2026-11-05
Tsfg, LLC
UNCHANGED4,8714,87100%$53.0K$41-$53.0K2026-10-23
Eastern Bank
UNCHANGED4,0734,07300%$44.5K$34.7K-$9.8K2026-10-05
Hazlett, Burt & Watson, Inc.
INCREASED4,0243,412+612+18%$12.0K$35-$12.0K2026-11-04
Compass Financial Management LLC
UNCHANGED1,7831,78300%$18.9K$15.2K-$3.7K2026-10-30
First Bancorp, Inc
UNCHANGED1,5001,50000%$16.4K$12.8K-$3.6K2026-10-26
Assetmark, Inc
INCREASED1,1161,056+60+6%$11.5K$9.5K-$2.0K2026-10-21
North Star Investment Management Corp.
UNCHANGED1,0001,00000%$10.9K$8.5K-$2.4K2026-10-27
Spire Wealth Management
UNCHANGED61961900%$6.8K$5.3K-$1.5K2026-10-30
Mather Group, Llc.
UNCHANGED36536500%$4.0K$3.1K-$8792026-10-14
Highline Wealth Partners LLC
UNCHANGED23023000%$2.5K$2.0K-$5552026-10-19
Financial Perspectives, Inc
UNCHANGED353500%$382$298-$842026-11-03
Bank & Trust Co
UNCHANGED323200%$349$272-$772026-10-07
Carolina Wealth Advisors, LLC
NEW7—+7——$60—2026-10-23
Citigroup Inc
UNCHANGED1100%$11$9-$22026-11-04
Integrity Alliance, Llc.
CLOSED0298,689-298,689-100%$3.3M$0-$3.3M2026-10-29
Imc-Chicago, LLC
CLOSED0217,872-217,872-100%$2.4M$0-$2.4M2026-11-05
Clear Creek Financial Management, LLC
CLOSED036,457-36,457-100%$398.1K$0-$398.1K2026-10-28
Pension & Wealth Management Advisors, Inc.
CLOSED027,170-27,170-100%$296.7K$0-$296.7K2026-10-16
Silverleafe Capital Partners, LLC
CLOSED020,475-20,475-100%$223.6K$0-$223.6K2026-10-02
Walkner Condon Financial Advisors LLC
CLOSED018,545-18,545-100%$202.5K$0-$202.5K2026-11-02
Sage Capital Management, LLC
CLOSED016,600-16,600-100%$181.3K$0-$181.3K2026-10-20
Patriot Financial Group Insurance Agency, LLC
CLOSED013,438-13,438-100%$146.7K$0-$146.7K2026-10-14
Triton Wealth Management, Pllc
CLOSED011,139-11,139-100%$121.6K$0-$121.6K2026-11-04
Country Trust Bank
CLOSED04,000-4,000-100%$43.7K$0-$43.7K2026-10-30
Gill Capital Partners, LLC
CLOSED02,942-2,942-100%$32.1K$0-$32.1K2026-10-13
Gen-Wealth Partners Inc
CLOSED0659-659-100%$7.2K$0-$7.2K2026-11-04
LifeSteps Financial, Inc.
CLOSED0600-600-100%$6.6K$0-$6.6K2026-10-15
Salem Investment Counselors Inc
CLOSED0475-475-100%$5.2K$0-$5.2K2026-10-13
Noble Wealth Management PBC
CLOSED0350-350-100%$3.8K$0-$3.8K2026-10-01
Farther Finance Advisors, LLC
CLOSED026-26-100%$284$0-$2842026-10-08
Marshall & Sterling Wealth Advisors Inc.
CLOSED026-26-100%$284$0-$2842026-10-28
Kozak & Associates, Inc.
CLOSED01-1-100%$10$0-$102026-10-29
Morgan Stanley
N/A—6,845,822-6,845,822-100%$74.8M———
Rivernorth Capital Management, LLC
N/A—2,666,430-2,666,430-100%$29.1M———
Estate Planners Group, LLC
N/A—2,464,791-2,464,791-100%$26.9M———
LPL Financial LLC
N/A—2,448,496-2,448,496-100%$26.7M———
UBS Group AG
N/A—2,071,032-2,071,032-100%$22.6M———
Kera Capital Partners, Inc.
N/A—1,787,381-1,787,381-100%$19.5M———
Envestnet Asset Management Inc
N/A—1,734,753-1,734,753-100%$18.9M———
Invesco Ltd.
N/A—1,568,820-1,568,820-100%$17.1M———
Cetera Investment Advisers
N/A—1,562,805-1,562,805-100%$17.1M———
Royal Bank of Canada
N/A—1,455,400-1,455,400-100%$15.9M———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,336,680-1,336,680-100%$14.6M———
Osaic Holdings, Inc.
N/A—1,335,061-1,335,061-100%$14.6M———
Cohen & Steers, Inc.
N/A—1,256,789-1,256,789-100%$13.7M———
Logan Stone Capital, LLC
N/A—1,204,833-1,204,833-100%$13.2M———
Raymond James Financial Inc
N/A—955,315-955,315-100%$10.4M———
CreativeOne Wealth, LLC
N/A—948,818-948,818-100%$10.4M———
MML Investors Services, LLC
N/A—936,545-936,545-100%$10.2M———
Bank of America Corp
N/A—627,834-627,834-100%$6.9M———
Petra Financial Advisors Inc
N/A—476,910-476,910-100%$5.2M———
Janney Montgomery Scott LLC
N/A—423,639-423,639-100%$4.6M———
Arax Advisory Partners
N/A—328,860-328,860-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—277,401-277,401-100%$3.0M———
Baird Financial Group, Inc.
N/A—269,991-269,991-100%$2.9M———
Principal Securities, Inc.
N/A—260,787-260,787-100%$2.8M———
Private Advisor Group, LLC
N/A—253,258-253,258-100%$2.8M———
AE Wealth Management LLC
N/A—252,886-252,886-100%$2.8M———
Richmond Brothers, Inc.
N/A—247,151-247,151-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—225,080-225,080-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—224,433-224,433-100%$2.5M———
BlackRock, Inc.
N/A—221,191-221,191-100%$2.4M———
Cary Street Partners Financial LLC
N/A—182,722-182,722-100%$2.0M———
XTX Topco Ltd
N/A—176,409-176,409-100%$1.9M———
Quantinno Capital Management LP
N/A—166,360-166,360-100%$1.8M———
PNC Financial Services Group, Inc.
N/A—164,030-164,030-100%$1.8M———
Significant Wealth Partners LLC
N/A—160,924-160,924-100%$1.8M———
Keating Financial Advisory Services, Inc.
N/A—140,503-140,503-100%$1.5M———
NewEdge Advisors, LLC
N/A—130,868-130,868-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—126,215-126,215-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—118,698-118,698-100%$1.3M———
Founders Financial Alliance, LLC
N/A—117,396-117,396-100%$1.3M———
Mutual Advisors, LLC
N/A—108,650-108,650-100%$1.2M———
Z3 Capital Partners, LLC
N/A—101,711-101,711-100%$1.1M———
Kovack Advisors, Inc.
N/A—81,351-81,351-100%$888.5K———
IFG Advisory, LLC
N/A—76,653-76,653-100%$837.1K———
Virtu Financial LLC
N/A—75,659-75,659-100%$826.0K———
UMB Bank, n.a.
N/A—70,038-70,038-100%$764.8K———
Mercer Global Advisors Inc
N/A—69,404-69,404-100%$757.9K———
PFG Investments, LLC
N/A—63,255-63,255-100%$690.7K———
Ameriprise Financial Inc
N/A—60,971-60,971-100%$665.8K———
Geneos Wealth Management Inc.
N/A—57,582-57,582-100%$628.8K———
Western Wealth Management, LLC
N/A—55,122-55,122-100%$601.9K———
HRT Financial LP
N/A—53,082-53,082-100%$579.0K———
Captrust Financial Advisors
N/A—51,819-51,819-100%$565.9K———
Turner Financial Group, Inc.
N/A—50,317-50,317-100%$549.5K———
Strategic Financial Concepts, LLC
N/A—49,936-49,936-100%$545.3K———
Stonebridge Financial Group, LLC
N/A—47,687-47,687-100%$520.0K———
Equitable Holdings, Inc.
N/A—47,153-47,153-100%$514.9K———
BFC Planning, Inc.
N/A—40,001-40,001-100%$436.8K———
Capital Analysts, LLC
N/A—37,376-37,376-100%$408.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—32,797-32,797-100%$358.1K———
Mariner, LLC
N/A—32,294-32,294-100%$352.7K———
Glenmede Trust Co NA
N/A—31,451-31,451-100%$343.4K———
Nomura Holdings Inc
N/A—31,326-31,326-100%$342.1K———
Perennial Investment Advisors, LLC
N/A—28,546-28,546-100%$311.7K———
Rockefeller Capital Management L.P.
N/A—27,959-27,959-100%$305.3K———
Disciplined Investments, LLC
N/A—27,956-27,956-100%$305.3K———
Merit Financial Group, LLC
N/A—27,528-27,528-100%$300.6K———
Insigneo Advisory Services, LLC
N/A—25,868-25,868-100%$282.5K———
Moors & Cabot, Inc.
N/A—25,705-25,705-100%$280.7K———
Ameritas Advisory Services, LLC
N/A—22,352-22,352-100%$244.1K———
Landscape Capital Management, L.L.C.
N/A—21,696-21,696-100%$236.9K———
Main Street Financial Solutions, LLC
N/A—20,418-20,418-100%$223.0K———
Susquehanna International Group, LLP
N/A—20,277-20,277-100%$221.4K———
Stifel Financial Corp
N/A—20,169-20,169-100%$220.2K———
Advisors Asset Management, Inc.
N/A—20,047-20,047-100%$218.9K———
Cerity Partners LLC
N/A—19,800-19,800-100%$216.2K———
Alpine Global Management, LLC
N/A—19,691-19,691-100%$215.0K———
Sanctuary Advisors, LLC
N/A—19,497-19,497-100%$212.9K———
Northstar Asset Management Inc
N/A—19,005-19,005-100%$207.5K———
Readystate Asset Management LP
N/A—18,741-18,741-100%$204.7K———
Melfa Wealth Management, Inc.
N/A—17,950-17,950-100%$196.0K———
Boothbay Fund Management, LLC
N/A—15,786-15,786-100%$172.4K———
Foundations Investment Advisors, LLC
N/A—15,150-15,150-100%$165.4K———
HighTower Advisors, LLC
N/A—15,044-15,044-100%$164.3K———
Marex Group Ltd
N/A—14,580-14,580-100%$159.2K———
Kingsview Wealth Management, LLC
N/A—14,121-14,121-100%$154.2K———
Wells Fargo & Company
N/A—13,153-13,153-100%$143.6K———
IHT Wealth Management, LLC
N/A—13,021-13,021-100%$142.2K———
Kapstone Financial Advisors LLC
N/A—12,130-12,130-100%$132.5K———
Waverly Advisors, LLC
N/A—11,402-11,402-100%$124.5K———
BNP Paribas Financial Markets
N/A—10,961-10,961-100%$119.7K———
Level Four Advisory Services, LLC
N/A—10,803-10,803-100%$118.0K———
Global Retirement Partners, LLC
N/A—10,537-10,537-100%$115.1K———
Uniting Wealth Partners, LLC
N/A—10,000-10,000-100%$109.2K———
Quarry LP
N/A—9,623-9,623-100%$105.1K———
Harbour Investments, Inc.
N/A—8,725-8,725-100%$95.3K———
Clear Street Group Inc.
N/A—7,272-7,272-100%$79.4K———
Northwestern Mutual Wealth Management Co
N/A—5,364-5,364-100%$58.6K———
Mpwm Advisory Solutions, LLC
N/A—5,000-5,000-100%$54.6K———
Peterson Wealth Management
N/A—4,588-4,588-100%$50.1K———
Atlantic Union Bankshares Corp
N/A—4,204-4,204-100%$45.9K———
Allied Private Wealth LLC
N/A—3,920-3,920-100%$42.8K———
Nova Wealth Management, Inc.
N/A—2,940-2,940-100%$32.1K———
Medallion Wealth Advisors, LLC
N/A—1,390-1,390-100%$15.2K———
Bessemer Group Inc
N/A—1,123-1,123-100%$12———
Institute for Wealth Management, Llc.
N/A—855-855-100%$9.3K———
Ameriflex Group, Inc.
N/A—817-817-100%$8.9K———
Jones Financial Companies Lllp
N/A—583-583-100%$6.2K———
Roble, Belko & Company, Inc
N/A—498-498-100%$5———
Bollard Group LLC
N/A—419-419-100%$5———
Mcguire Capital Advisors Inc
N/A—300-300-100%$3.3K———
Huntington National Bank
N/A—201-201-100%$2.2K———
Tower Research Capital LLC (TRC)
N/A—75-75-100%$819———
JPMorgan Chase & Co
N/A—11-11-100%$119———
Tidemark, LLC
N/A—1-1-100%$16———
Showing 223 of 223 institutions