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Harbor Long-Term Growers ETF (WINN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares4,410,770 from 4,445,858
Change-35,088 (-1%)
Value$151.3M (+$7.0M)
Filed 2026-11-06
Grant Street Asset Management, Inc.
INCREASED
Shares2,824,805 from 2,780,931
Change+43,874 (+2%)
Value$96.9M (+$6.6M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,791,969 from 1,736,919
Change+55,050 (+3%)
Value$62.5M (+$4.9M)
Filed 2026-10-13
Auctus Advisors LLC
INCREASED
Shares1,454,986 from 1,414,610
Change+40,376 (+3%)
Value$49.9M (+$4.0M)
Filed 2026-10-23
Towneley Capital Management, Inc / de
DECREASED
Shares1,144,161 from 1,146,114
Change-1,953 (0%)
Value$39.3M (+$2.0M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares989,185 from 1,038,915
Change-49,730 (-5%)
Value$33.9M (+$205.4K)
Filed 2026-11-02
Leisure Capital Management
INCREASED
Shares576,520 from 571,337
Change+5,183 (+1%)
Value$19.8M (+$1.2M)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares430,471 from 431,368
Change-897 (0%)
Value$14.8M (+$763.0K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares416,459 from 374,455
Change+42,004 (+11%)
Value$14.3M (+$2.1M)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares382,806 from 393,256
Change-10,450 (-3%)
Value$13.1M (+$365.1K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares361,058 from 371,874
Change-10,816 (-3%)
Value$12.4M (+$313.2K)
Filed 2026-10-21
Lantz Financial LLC
INCREASED
Shares278,205 from 274,193
Change+4,012 (+1%)
Value$9.5M (+$642.2K)
Filed 2026-10-15
Proactive Wealth Strategies LLC
INCREASED
Shares225,244 from 220,794
Change+4,450 (+2%)
Value$7.7M (+$558.9K)
Filed 2026-11-09
Worth Financial Advisory Group, LLC
INCREASED
Shares208,967 from 196,306
Change+12,661 (+6%)
Value$7.2M (+$795.6K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
INCREASED
Shares182,511 from 161,375
Change+21,136 (+13%)
Value$6.3M (+$1.0M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares159,420 from 164,963
Change-5,543 (-3%)
Value$5.5M (+$114.0K)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
INCREASED
Shares147,890 from 117,024
Change+30,866 (+26%)
Value$5.1M (+$1.3M)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
INCREASED
Shares132,734 from 127,636
Change+5,098 (+4%)
Value$4.6M (+$409.8K)
Filed 2026-11-02
Associated Banc-Corp
INCREASED
Shares107,250 from 96,238
Change+11,012 (+11%)
Value$3.7M (+$554.9K)
Filed 2026-10-30
Financial Management Network Inc
DECREASED
Shares99,229 from 99,249
Change-20 (0%)
Value$3.4M (+$221.6K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares82,073 from 74,404
Change+7,669 (+10%)
Value$2.8M (+$400.0K)
Filed 2026-10-30
Copper Harbor Investment Advisors, LLC
DECREASED
Shares80,410 from 81,276
Change-866 (-1%)
Value$2.8M (+$119.9K)
Filed 2026-10-16
Walsh & Associates, LLC
INCREASED
Shares72,283 from 54,015
Change+18,268 (+34%)
Value$2.5M (+$726.2K)
Filed 2026-11-09
Rose Capital Advisors LLC
INCREASED
Shares63,614 from 63,445
Change+169 (+0%)
Value$2.2M (+$122.5K)
Filed 2026-11-04
Western Wealth Management, LLC
DECREASED
Shares53,115 from 55,095
Change-1,980 (-4%)
Value$1.8M (+$33.4K)
Filed 2026-11-09
HighTower Advisors, LLC
INCREASED
Shares50,389 from 50,214
Change+175 (+0%)
Value$1.7M (+$98.4K)
Filed 2026-11-10
Provident Wealth Management, LLC
DECREASED
Shares48,757 from 65,619
Change-16,862 (-26%)
Value$1.7M (-$457.8K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares43,000 from 43,000
Change0 (0%)
Value$1.5M (+$118.9K)
Filed 2026-10-20
Moody National Bank Trust Division
UNCHANGED
Shares38,137 from 38,137
Change0 (0%)
Value$1.3M (+$70.2K)
Filed 2026-10-06
Oppenheimer & Co Inc
DECREASED
Shares36,460 from 37,583
Change-1,123 (-3%)
Value$1.3M (+$30.6K)
Filed 2026-10-26
Kestra Advisory Services, LLC
DECREASED
Shares33,679 from 241,196
Change-207,517 (-86%)
Value$1.2M (-$6.7M)
Filed 2026-11-02
Legacy Trust
INCREASED
Shares31,771 from 18,872
Change+12,899 (+68%)
Value$1.0M (+$433.4K)
Filed 2026-11-06
WJ Wealth Management, LLC
UNCHANGED
Shares31,589 from 31,589
Change0 (0%)
Value$1.1M (+$58.1K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares27,119 from 26,497
Change+622 (+2%)
Value$930.5K (+$70.1K)
Filed 2026-11-06
SpringVest Wealth Management LLC
INCREASED
Shares25,659 from 18,619
Change+7,040 (+38%)
Value$880.4K (+$275.8K)
Filed 2026-10-27
Bill Few Associates, Inc.
UNCHANGED
Shares25,174 from 25,174
Change0 (0%)
Value$863.7K (+$46.3K)
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares24,963 from 25,194
Change-231 (-1%)
Value$856.5K (+$38.4K)
Filed 2026-10-19
SFG Wealth Management, Llc.
INCREASED
Shares20,054 from 19,515
Change+539 (+3%)
Value$688.1K (+$54.4K)
Filed 2026-10-23
Bluesphere Advisors LLC
DECREASED
Shares19,235 from 27,977
Change-8,742 (-31%)
Value$660.0K (-$248.5K)
Filed 2026-10-19
Phoenix Wealth Advisors
UNCHANGED
Shares18,180 from 18,180
Change0 (0%)
Value$623.8K (+$33.5K)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares18,146 from 18,146
Change0 (0%)
Value$617.7K (+$17.1K)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares17,516 from 18,159
Change-643 (-4%)
Value$601.0K (+$11.4K)
Filed 2026-11-09
Avaii Wealth Management, LLC
DECREASED
Shares17,155 from 17,894
Change-739 (-4%)
Value$594.6K (+$13.6K)
Filed 2026-10-09
Creative Planning
NEW
Shares15,800
Change+15,800
Value$542.1K
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares15,279 from 15,279
Change0 (0%)
Value$524.2K (+$28.1K)
Filed 2026-10-20
Thrivent Financial for Lutherans
NEW
Shares15,246
Change+15,246
Value$523.0K
Filed 2026-11-05
Carolina Wealth Management Inc
UNCHANGED
Shares13,248 from 13,248
Change0 (0%)
Value$454.5K (+$24.4K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares12,069 from 14,277
Change-2,208 (-15%)
Value$414.1K (-$49.5K)
Filed 2026-10-08
Convergence Financial, LLC
DECREASED
Shares10,785 from 402,966
Change-392,181 (-97%)
Value$370.0K (-$12.7M)
Filed 2026-10-27
NavPoint Financial, Inc.
UNCHANGED
Shares10,452 from 10,452
Change0 (0%)
Value$358.6K (+$19.2K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares9,407 from 9,407
Change0 (0%)
Value$322.8K (+$17.3K)
Filed 2026-10-21
Investmark Advisory Group LLC
DECREASED
Shares8,783 from 9,088
Change-305 (-3%)
Value$301.4K (+$6.3K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
INCREASED
Shares8,727 from 8,648
Change+79 (+1%)
Value$299.4K (+$18.6K)
Filed 2026-11-05
Fidelity D & D Bancorp Inc
UNCHANGED
Shares8,175 from 8,175
Change0 (0%)
Value$280.5K (+$15.0K)
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares6,992 from 6,992
Change0 (0%)
Value$239.9K (+$12.9K)
Filed 2026-10-30
GuidedMoney, LLC
NEW
Shares6,315
Change+6,315
Value$216.7K
Filed 2026-10-29
Center for Financial Planning, Inc.
NEW
Shares3,768
Change+3,768
Value$129.3K
Filed 2026-10-26
IFG Advisory, LLC
UNCHANGED
Shares2,657 from 2,657
Change0 (0%)
Value$91.2K (+$4.9K)
Filed 2026-11-09
IFP Advisors, Inc
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$87.2K (+$4.7K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares1,224
Change+1,224
Value$42.0K
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$33.1K (+$1.8K)
Filed 2026-10-22
IAG Wealth Partners, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$24.8K (+$1.3K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$13.1K (+$702)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares306
Change+306
Value$10.5K
Filed 2026-10-27
Kingdom Financial Group Llc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$10.4K (+$556)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$6.3K (+$339)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.2K (+$63)
Filed 2026-10-08
Strategic Blueprint, LLC
CLOSED
Shares0 from 36,397
Change-36,397 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
Vise Technologies, Inc.
CLOSED
Shares0 from 6,890
Change-6,890 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,360
Change-5,360 (-100%)
Value$0 (-$174.3K)
Filed 2026-11-02
BankPlus Trust Department
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$19.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 2,723,551
Change-2,723,551 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 476,511
Change-476,511 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 435,754
Change-435,754 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 395,699
Change-395,699 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 303,292
Change-303,292 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 299,450
Change-299,450 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 222,109
Change-222,109 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 208,338
Change-208,338 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 198,819
Change-198,819 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 173,750
Change-173,750 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 162,879
Change-162,879 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 149,328
Change-149,328 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 134,273
Change-134,273 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 126,336
Change-126,336 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 109,318
Change-109,318 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 95,451
Change-95,451 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 85,978
Change-85,978 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 85,573
Change-85,573 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 83,171
Change-83,171 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 81,720
Change-81,720 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 70,784
Change-70,784 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 69,436
Change-69,436 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 56,626
Change-56,626 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 56,223
Change-56,223 (-100%)
Value—
&partners
N/A
Shares— from 45,598
Change-45,598 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 39,137
Change-39,137 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 31,828
Change-31,828 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,158
Change-25,158 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,952
Change-17,952 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,845
Change-13,845 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,125
Change-13,125 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,745
Change-12,745 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 7,292
Change-7,292 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
LPL Financial LLC
DECREASED4,410,7704,445,858-35,088-1%$144.4M$151.3M+$7.0M2026-11-06
Grant Street Asset Management, Inc.
INCREASED2,824,8052,780,931+43,874+2%$90.3M$96.9M+$6.6M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED1,791,9691,736,919+55,050+3%$57.6M$62.5M+$4.9M2026-10-13
Auctus Advisors LLC
INCREASED1,454,9861,414,610+40,376+3%$45.9M$49.9M+$4.0M2026-10-23
Towneley Capital Management, Inc / de
DECREASED1,144,1611,146,114-1,9530%$37.2M$39.3M+$2.0M2026-10-09
Commonwealth Equity Services, LLC
DECREASED989,1851,038,915-49,730-5%$33.7M$33.9M+$205.4K2026-11-02
Leisure Capital Management
INCREASED576,520571,337+5,183+1%$18.6M$19.8M+$1.2M2026-11-03
Golden State Wealth Management, LLC
DECREASED430,471431,368-8970%$14.0M$14.8M+$763.0K2026-11-02
Archford Capital Strategies, LLC
INCREASED416,459374,455+42,004+11%$12.2M$14.3M+$2.1M2026-10-19
Fifth Third Bancorp
DECREASED382,806393,256-10,450-3%$12.8M$13.1M+$365.1K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED361,058371,874-10,816-3%$12.1M$12.4M+$313.2K2026-10-21
Lantz Financial LLC
INCREASED278,205274,193+4,012+1%$8.9M$9.5M+$642.2K2026-10-15
Proactive Wealth Strategies LLC
INCREASED225,244220,794+4,450+2%$7.2M$7.7M+$558.9K2026-11-09
Worth Financial Advisory Group, LLC
INCREASED208,967196,306+12,661+6%$6.4M$7.2M+$795.6K2026-10-19
Joel Isaacson & Co., LLC
INCREASED182,511161,375+21,136+13%$5.2M$6.3M+$1.0M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED159,420164,963-5,543-3%$5.4M$5.5M+$114.0K2026-11-02
Great Valley Advisor Group, Inc.
INCREASED147,890117,024+30,866+26%$3.8M$5.1M+$1.3M2026-11-09
Birchwood Financial Partners, Inc.
INCREASED132,734127,636+5,098+4%$4.1M$4.6M+$409.8K2026-11-02
Associated Banc-Corp
INCREASED107,25096,238+11,012+11%$3.1M$3.7M+$554.9K2026-10-30
Financial Management Network Inc
DECREASED99,22999,249-200%$3.2M$3.4M+$221.6K2026-10-09
Truist Financial Corp
INCREASED82,07374,404+7,669+10%$2.4M$2.8M+$400.0K2026-10-30
Copper Harbor Investment Advisors, LLC
DECREASED80,41081,276-866-1%$2.6M$2.8M+$119.9K2026-10-16
Walsh & Associates, LLC
INCREASED72,28354,015+18,268+34%$1.8M$2.5M+$726.2K2026-11-09
Rose Capital Advisors LLC
INCREASED63,61463,445+169+0%$2.1M$2.2M+$122.5K2026-11-04
Western Wealth Management, LLC
DECREASED53,11555,095-1,980-4%$1.8M$1.8M+$33.4K2026-11-09
HighTower Advisors, LLC
INCREASED50,38950,214+175+0%$1.6M$1.7M+$98.4K2026-11-10
Provident Wealth Management, LLC
DECREASED48,75765,619-16,862-26%$2.1M$1.7M-$457.8K2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED43,00043,00000%$1.4M$1.5M+$118.9K2026-10-20
Moody National Bank Trust Division
UNCHANGED38,13738,13700%$1.2M$1.3M+$70.2K2026-10-06
Oppenheimer & Co Inc
DECREASED36,46037,583-1,123-3%$1.2M$1.3M+$30.6K2026-10-26
Kestra Advisory Services, LLC
DECREASED33,679241,196-207,517-86%$7.8M$1.2M-$6.7M2026-11-02
Legacy Trust
INCREASED31,77118,872+12,899+68%$612.8K$1.0M+$433.4K2026-11-06
WJ Wealth Management, LLC
UNCHANGED31,58931,58900%$1.0M$1.1M+$58.1K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED27,11926,497+622+2%$860.4K$930.5K+$70.1K2026-11-06
SpringVest Wealth Management LLC
INCREASED25,65918,619+7,040+38%$604.6K$880.4K+$275.8K2026-10-27
Bill Few Associates, Inc.
UNCHANGED25,17425,17400%$817.4K$863.7K+$46.3K2026-10-09
Independent Wealth Network Inc.
DECREASED24,96325,194-231-1%$818.1K$856.5K+$38.4K2026-10-19
SFG Wealth Management, Llc.
INCREASED20,05419,515+539+3%$633.7K$688.1K+$54.4K2026-10-23
Bluesphere Advisors LLC
DECREASED19,23527,977-8,742-31%$908.4K$660.0K-$248.5K2026-10-19
Phoenix Wealth Advisors
UNCHANGED18,18018,18000%$590.3K$623.8K+$33.5K2026-11-03
Foster Victor Wealth Advisors, LLC
UNCHANGED18,14618,14600%$600.6K$617.7K+$17.1K2026-10-21
Harbour Investments, Inc.
DECREASED17,51618,159-643-4%$589.6K$601.0K+$11.4K2026-11-09
Avaii Wealth Management, LLC
DECREASED17,15517,894-739-4%$581.0K$594.6K+$13.6K2026-10-09
Creative Planning
NEW15,800—+15,800——$542.1K—2026-11-02
Private Trust Co NA
UNCHANGED15,27915,27900%$496.1K$524.2K+$28.1K2026-10-20
Thrivent Financial for Lutherans
NEW15,246—+15,246——$523.0K—2026-11-05
Carolina Wealth Management Inc
UNCHANGED13,24813,24800%$430.2K$454.5K+$24.4K2026-10-29
Farther Finance Advisors, LLC
DECREASED12,06914,277-2,208-15%$463.6K$414.1K-$49.5K2026-10-08
Convergence Financial, LLC
DECREASED10,785402,966-392,181-97%$13.1M$370.0K-$12.7M2026-10-27
NavPoint Financial, Inc.
UNCHANGED10,45210,45200%$339.4K$358.6K+$19.2K2026-10-21
Legacy Capital Wealth Partners, LLC
UNCHANGED9,4079,40700%$305.4K$322.8K+$17.3K2026-10-21
Investmark Advisory Group LLC
DECREASED8,7839,088-305-3%$295.1K$301.4K+$6.3K2026-10-27
WealthCare Investment Partners, LLC
INCREASED8,7278,648+79+1%$280.8K$299.4K+$18.6K2026-11-05
Fidelity D & D Bancorp Inc
UNCHANGED8,1758,17500%$265.4K$280.5K+$15.0K2026-11-05
Markowski Investments
UNCHANGED6,9926,99200%$227.0K$239.9K+$12.9K2026-10-30
GuidedMoney, LLC
NEW6,315—+6,315——$216.7K—2026-10-29
Center for Financial Planning, Inc.
NEW3,768—+3,768——$129.3K—2026-10-26
IFG Advisory, LLC
UNCHANGED2,6572,65700%$86.3K$91.2K+$4.9K2026-11-09
IFP Advisors, Inc
UNCHANGED2,5412,54100%$82.5K$87.2K+$4.7K2026-10-16
Latitude Advisors, LLC
NEW1,224—+1,224——$42.0K—2026-10-27
Manchester Capital Management LLC
UNCHANGED96696600%$31.4K$33.1K+$1.8K2026-10-22
IAG Wealth Partners, LLC
UNCHANGED72472400%$23.5K$24.8K+$1.3K2026-11-06
Creative Financial Designs Inc
UNCHANGED38238200%$12.4K$13.1K+$7022026-11-04
Foresight Capital Management Advisors, Inc.
NEW306—+306——$10.5K—2026-10-27
Kingdom Financial Group Llc.
UNCHANGED30230200%$9.8K$10.4K+$5562026-11-04
Key FInancial Inc
UNCHANGED18418400%$6.0K$6.3K+$3392026-11-02
CoreCap Advisors, LLC
UNCHANGED343400%$1.1K$1.2K+$632026-10-08
Strategic Blueprint, LLC
CLOSED036,397-36,397-100%$1.2M$0-$1.2M2026-10-22
Vise Technologies, Inc.
CLOSED06,890-6,890-100%$223.7K$0-$223.7K2026-10-29
International Assets Investment Management, LLC
CLOSED05,360-5,360-100%$174.3K$0-$174.3K2026-11-02
BankPlus Trust Department
CLOSED0946-946-100%$30.7K$0-$30.7K2026-11-06
PNC Financial Services Group, Inc.
CLOSED0590-590-100%$19.2K$0-$19.2K2026-11-06
AdvisorNet Financial, Inc
CLOSED0485-485-100%$15.7K$0-$15.7K2026-10-15
Raymond James Financial Inc
N/A—2,723,551-2,723,551-100%$88.4M———
Cerity Partners LLC
N/A—476,511-476,511-100%$15.5M———
Pinnacle Financial Partners, Inc.
N/A—435,754-435,754-100%$14.1M———
Private Advisor Group, LLC
N/A—395,699-395,699-100%$12.8M———
Royal Bank of Canada
N/A—303,292-303,292-100%$9.8M———
Osaic Holdings, Inc.
N/A—299,450-299,450-100%$9.7M———
Rockefeller Capital Management L.P.
N/A—222,109-222,109-100%$7.2M———
Cetera Investment Advisers
N/A—208,338-208,338-100%$6.8M———
Envestnet Asset Management Inc
N/A—198,819-198,819-100%$6.5M———
Equitable Holdings, Inc.
N/A—173,750-173,750-100%$5.6M———
IHT Wealth Management, LLC
N/A—162,879-162,879-100%$5.3M———
Cary Street Partners Financial LLC
N/A—149,328-149,328-100%$4.8M———
Quantinno Capital Management LP
N/A—134,273-134,273-100%$4.4M———
Ameriprise Financial Inc
N/A—126,336-126,336-100%$4.1M———
Transcend Capital Advisors, LLC
N/A—109,318-109,318-100%$3.5M———
Sittner & Nelson, LLC
N/A—95,451-95,451-100%$3.1M———
Sanctuary Advisors, LLC
N/A—85,978-85,978-100%$2.8M———
Benjamin Edwards Inc
N/A—85,573-85,573-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—83,171-83,171-100%$2.7M———
Stifel Financial Corp
N/A—81,720-81,720-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—70,784-70,784-100%$2.3M———
Perennial Investment Advisors, LLC
N/A—69,436-69,436-100%$2.3M———
Prosperity Bancshares Inc
N/A—56,626-56,626-100%$1.8M———
BlackRock, Inc.
N/A—56,223-56,223-100%$1.8M———
&partners
N/A—45,598-45,598-100%$1.5M———
Moneta Group Investment Advisors LLC
N/A—39,137-39,137-100%$1.3M———
Waverly Advisors, LLC
N/A—31,828-31,828-100%$1.0M———
WCG Wealth Advisors LLC
N/A—25,158-25,158-100%$816.9K———
Smith, Moore & Co.
N/A—17,952-17,952-100%$582.9K———
Janney Montgomery Scott LLC
N/A—13,845-13,845-100%$450.0K———
Susquehanna International Group, LLP
N/A—13,691-13,691-100%$444.5K———
GTS Securities LLC
N/A—13,125-13,125-100%$426.2K———
Callan Family Office, LLC
N/A—12,745-12,745-100%$413.8K———
Bank of America Corp
N/A—10,676-10,676-100%$346.7K———
AQR Capital Management LLC
N/A—9,047-9,047-100%$293.8K———
Jones Financial Companies Lllp
N/A—8,580-8,580-100%$270.3K———
Marquette Associates, Inc.
N/A—7,292-7,292-100%$236.8K———
Northwestern Mutual Wealth Management Co
N/A—7,219-7,219-100%$234.4K———
Frisch Financial Group, Inc.
N/A—6,890-6,890-100%$223.7K———
Jane Street Group, LLC
N/A—6,213-6,213-100%$201.7K———
Wells Fargo & Company
N/A—5,520-5,520-100%$179.2K———
JPMorgan Chase & Co
N/A—2,859-2,859-100%$91.9K———
Morgan Stanley
N/A—2,467-2,467-100%$80.1K———
Fourth Dimension Wealth, LLC
N/A—1,840-1,840-100%$59.7K———
Global Retirement Partners, LLC
N/A—200-200-100%$6.5K———
Vanguard Advisers Inc
N/A—31-31-100%$1.0K———
Showing 119 of 119 institutions