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Harbor Commodity All Weather (HGER)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,691,494 from 3,234,296
Change+1,457,198 (+45%)
Value$165.4M (+$70.5M)
Filed 2026-11-06
Great Lakes Advisors, LLC
INCREASED
Shares3,691,238 from 3,674,133
Change+17,105 (+0%)
Value$130.2M (+$22.4M)
Filed 2026-11-06
Mainstay Capital Management LLC
DECREASED
Shares1,804,141 from 3,317,519
Change-1,513,378 (-46%)
Value$63.6M (-$33.7M)
Filed 2026-11-09
New Harbor Financial Group, LLC
DECREASED
Shares1,269,762 from 1,274,824
Change-5,062 (0%)
Value$44.8M (+$7.4M)
Filed 2026-10-22
HighTower Advisors, LLC
DECREASED
Shares1,207,428 from 1,356,950
Change-149,522 (-11%)
Value$42.6M (+$2.8M)
Filed 2026-11-10
3Edge Asset Management, LP
DECREASED
Shares1,181,470 from 4,379,803
Change-3,198,333 (-73%)
Value$41.7M (-$86.8M)
Filed 2026-10-30
Horizon Advisory Services, Inc.
DECREASED
Shares1,144,638 from 1,166,871
Change-22,233 (-2%)
Value$40.4M (+$6.1M)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares1,099,784 from 1,100,618
Change-834 (0%)
Value$38.8M (+$6.5M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares1,038,351 from 1,038,736
Change-385 (0%)
Value$36.6M (+$6.1M)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares946,215 from 830,472
Change+115,743 (+14%)
Value$33.4M (+$9.0M)
Filed 2026-11-05
Sowa Financial Group, Inc.
INCREASED
Shares753,698 from 677,587
Change+76,111 (+11%)
Value$26.6M (+$6.7M)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares739,294 from 661,890
Change+77,404 (+12%)
Value$26.1M (+$6.6M)
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
INCREASED
Shares685,113 from 684,472
Change+641 (+0%)
Value$24.2M (+$4.0M)
Filed 2026-10-09
Ellsworth Advisors, LLC
INCREASED
Shares675,656 from 645,893
Change+29,763 (+5%)
Value$23.8M (+$3.3M)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares575,209 from 597,689
Change-22,480 (-4%)
Value$20.3M (+$2.7M)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares534,578 from 524,162
Change+10,416 (+2%)
Value$18.8M (+$3.5M)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
INCREASED
Shares434,243 from 426,514
Change+7,729 (+2%)
Value$15.3M (+$2.8M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares431,048 from 377,427
Change+53,621 (+14%)
Value$15.2M (+$4.1M)
Filed 2026-10-15
WIN Advisors, Inc
NEW
Shares413,115
Change+413,115
Value$14.6M
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares404,763 from 147,962
Change+256,801 (+174%)
Value$14.3M (+$9.9M)
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares380,116 from 247,605
Change+132,511 (+54%)
Value$13.4M (+$6.1M)
Filed 2026-10-27
Choice Wealth Advisors LLC
DECREASED
Shares379,159 from 398,929
Change-19,770 (-5%)
Value$13.4M (+$1.7M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares376,341 from 576,978
Change-200,637 (-35%)
Value$13.3M (-$3.7M)
Filed 2026-11-02
Private Client Services, LLC
INCREASED
Shares358,070 from 347,558
Change+10,512 (+3%)
Value$12.6M (+$2.4M)
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares355,573 from 338,031
Change+17,542 (+5%)
Value$12.5M (+$2.6M)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares349,590 from 342,933
Change+6,657 (+2%)
Value$12.3M (+$2.3M)
Filed 2026-10-26
Sunrise Financial Services, LLC
INCREASED
Shares347,126 from 328,814
Change+18,312 (+6%)
Value$12.2M (+$2.6M)
Filed 2026-10-21
Weil Company, Inc.
INCREASED
Shares346,306 from 248,718
Change+97,588 (+39%)
Value$12.2M (+$4.9M)
Filed 2026-10-14
Northcape Wealth Management, LLC
INCREASED
Shares335,417 from 328,981
Change+6,436 (+2%)
Value$11.8M (+$2.2M)
Filed 2026-11-04
Persium Advisors, LLC
NEW
Shares320,806
Change+320,806
Value$11.3M
Filed 2026-10-07
Guided Capital Wealth Management, LLC
DECREASED
Shares307,151 from 308,481
Change-1,330 (0%)
Value$10.8M (+$1.8M)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares280,159 from 320,728
Change-40,569 (-13%)
Value$9.9M (+$468.2K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares271,212 from 259,747
Change+11,465 (+4%)
Value$9.6M (+$1.9M)
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares270,878 from 244,810
Change+26,068 (+11%)
Value$9.6M (+$2.4M)
Filed 2026-10-07
Proactive Wealth Strategies LLC
INCREASED
Shares246,849 from 219,119
Change+27,730 (+13%)
Value$8.7M (+$2.3M)
Filed 2026-11-09
Croban
DECREASED
Shares244,008 from 245,978
Change-1,970 (-1%)
Value$8.6M (+$1.4M)
Filed 2026-11-09
tru Independence LLC
DECREASED
Shares239,625 from 246,510
Change-6,885 (-3%)
Value$8.4M (+$1.2M)
Filed 2026-10-20
Encompass More Asset Management
NEW
Shares222,098
Change+222,098
Value$7.8M
Filed 2026-10-16
Nvwm, LLC
INCREASED
Shares214,596 from 211,066
Change+3,530 (+2%)
Value$7.6M (+$1.4M)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares205,150 from 51,617
Change+153,533 (+297%)
Value$7.2M (+$5.7M)
Filed 2026-11-05
Nvest Wealth Strategies, Inc.
DECREASED
Shares203,595 from 205,635
Change-2,040 (-1%)
Value$7.2M (+$1.1M)
Filed 2026-10-14
Archford Capital Strategies, LLC
INCREASED
Shares201,338 from 197,525
Change+3,813 (+2%)
Value$7.1M (+$1.3M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares192,147 from 145,375
Change+46,772 (+32%)
Value$7.0M (+$2.5M)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares186,953 from 161,887
Change+25,066 (+15%)
Value$6.6M (+$1.8M)
Filed 2026-11-09
Planned Solutions, Inc.
NEW
Shares181,764
Change+181,764
Value$6.4M
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares181,236 from 173,685
Change+7,551 (+4%)
Value$6.4M (+$1.3M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares178,634 from 144,878
Change+33,756 (+23%)
Value$6.3M (+$2.0M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares170,042 from 133,199
Change+36,843 (+28%)
Value$6.0M (+$2.1M)
Filed 2026-10-30
Great Diamond Partners, LLC
DECREASED
Shares163,064 from 284,636
Change-121,572 (-43%)
Value$5.7M (-$2.6M)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares149,774 from 96,115
Change+53,659 (+56%)
Value$5.3M (+$2.5M)
Filed 2026-10-16
Platform Technology Partners
INCREASED
Shares148,702 from 138,010
Change+10,692 (+8%)
Value$5.2M (+$1.2M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares148,258 from 142,546
Change+5,712 (+4%)
Value$5.2M (+$1.0M)
Filed 2026-10-15
Twelve Points Wealth Management LLC
INCREASED
Shares146,093 from 138,533
Change+7,560 (+5%)
Value$5.2M (+$1.1M)
Filed 2026-11-03
Channel Wealth LLC
DECREASED
Shares141,116 from 142,628
Change-1,512 (-1%)
Value$5.0M (+$791.0K)
Filed 2026-11-06
Belpointe Asset Management LLC
INCREASED
Shares138,986 from 18,681
Change+120,305 (+644%)
Value$4.9M (+$4.4M)
Filed 2026-11-09
Echo45 Advisors LLC
DECREASED
Shares137,203 from 138,084
Change-881 (-1%)
Value$4.8M (+$786.4K)
Filed 2026-10-07
SFG Wealth Management, Llc.
INCREASED
Shares134,562 from 131,024
Change+3,538 (+3%)
Value$4.7M (+$900.4K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares133,594 from 36,541
Change+97,053 (+266%)
Value$4.7M (+$3.6M)
Filed 2026-11-04
Kickstand Ventures, Llc.
DECREASED
Shares125,216 from 126,908
Change-1,692 (-1%)
Value$4.4M (+$691.6K)
Filed 2026-11-09
Vise Technologies, Inc.
DECREASED
Shares106,643 from 152,706
Change-46,063 (-30%)
Value$3.8M (-$720.2K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares103,680 from 53,902
Change+49,778 (+92%)
Value$3.7M (+$2.1M)
Filed 2026-11-05
Courier Capital LLC
INCREASED
Shares101,802 from 94,812
Change+6,990 (+7%)
Value$3.6M (+$807.8K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
INCREASED
Shares101,044 from 82,434
Change+18,610 (+23%)
Value$3.6M (+$1.1M)
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares100,657 from 96,846
Change+3,811 (+4%)
Value$3.5M (+$707.7K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares91,005 from 61,625
Change+29,380 (+48%)
Value$3.2M (+$1.4M)
Filed 2026-10-05
Randall & Associates Wealth Management
DECREASED
Shares90,251 from 125,824
Change-35,573 (-28%)
Value$3.2M (-$509.4K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
NEW
Shares89,191
Change+89,191
Value$3.1M
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares85,874 from 42,586
Change+43,288 (+102%)
Value$3.0M (+$1.8M)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares81,185 from 17,302
Change+63,883 (+369%)
Value$2.9M (+$2.4M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares80,611 from 65,235
Change+15,376 (+24%)
Value$2.8M (+$928.3K)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
INCREASED
Shares80,210 from 72,019
Change+8,191 (+11%)
Value$2.8M (+$715.2K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares76,542 from 74,487
Change+2,055 (+3%)
Value$2.7M (+$513.4K)
Filed 2026-10-13
Vicus Capital
INCREASED
Shares74,135 from 66,096
Change+8,039 (+12%)
Value$2.6M (+$674.7K)
Filed 2026-11-05
Opus Financial Solutions LLC
INCREASED
Shares73,979 from 63,504
Change+10,475 (+17%)
Value$2.6M (+$745.3K)
Filed 2026-11-06
Flynn Zito Capital Management, LLC
DECREASED
Shares73,327 from 74,051
Change-724 (-1%)
Value$2.6M (+$412.9K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares73,240 from 140,808
Change-67,568 (-48%)
Value$2.6M (-$1.5M)
Filed 2026-10-30
Milestones Private Investment Advisors LLC
NEW
Shares70,708
Change+70,708
Value$2.5M
Filed 2026-10-19
Trust Co of Toledo NA
INCREASED
Shares67,937 from 21,348
Change+46,589 (+218%)
Value$2.4M (+$1.8M)
Filed 2026-10-16
Kathmere Capital Management, LLC
UNCHANGED
Shares64,835 from 64,835
Change0 (0%)
Value$2.3M (+$383.8K)
Filed 2026-10-20
KWB Wealth
INCREASED
Shares59,646 from 21,552
Change+38,094 (+177%)
Value$2.1M (+$1.5M)
Filed 2026-10-16
Vavra Capital Management, LLC
INCREASED
Shares58,138 from 15,155
Change+42,983 (+284%)
Value$2.0M (+$1.6M)
Filed 2026-10-14
Embree Financial Group
INCREASED
Shares57,746 from 42,858
Change+14,888 (+35%)
Value$2.0M (+$778.7K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares55,185 from 55,725
Change-540 (-1%)
Value$1.9M (+$310.9K)
Filed 2026-10-28
Eagle Strategies LLC
INCREASED
Shares51,257 from 9,187
Change+42,070 (+458%)
Value$1.8M (+$1.5M)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares49,052 from 40,708
Change+8,344 (+21%)
Value$1.7M (+$535.2K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
INCREASED
Shares48,338 from 37,378
Change+10,960 (+29%)
Value$1.7M (+$603.5K)
Filed 2026-10-28
Simon Quick Advisors, LLC
NEW
Shares45,448
Change+45,448
Value$1.6M
Filed 2026-10-26
Portside Wealth Group, LLC
DECREASED
Shares43,536 from 153,273
Change-109,737 (-72%)
Value$1.5M (-$3.0M)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
DECREASED
Shares38,536 from 39,339
Change-803 (-2%)
Value$1.4M (+$204.6K)
Filed 2026-10-30
MMA Asset Management LLC
NEW
Shares38,480
Change+38,480
Value$1.4M
Filed 2026-11-02
Lake Street Private Wealth, LLC
INCREASED
Shares38,367 from 36,037
Change+2,330 (+6%)
Value$1.4M (+$295.5K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares36,852 from 40,777
Change-3,925 (-10%)
Value$1.3M (+$103.0K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares35,695 from 17,008
Change+18,687 (+110%)
Value$1.3M (+$759.6K)
Filed 2026-10-07
4J Wealth Management LLC
INCREASED
Shares35,392 from 28,639
Change+6,753 (+24%)
Value$1.2M (+$407.7K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares35,340 from 36,999
Change-1,659 (-4%)
Value$1.2M (+$160.5K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares34,556
Change+34,556
Value$1.2M
Filed 2026-10-29
Genesis Private Wealth, LLC
DECREASED
Shares32,342 from 46,689
Change-14,347 (-31%)
Value$1.1M (-$229.5K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares32,137 from 27,755
Change+4,382 (+16%)
Value$1.1M (+$318.8K)
Filed 2026-11-06
Balboa Wealth Partners
INCREASED
Shares29,764 from 22,079
Change+7,685 (+35%)
Value$1.0M (+$401.7K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares29,226 from 25,728
Change+3,498 (+14%)
Value$1.0M (+$275.6K)
Filed 2026-10-16
Geneos Wealth Management Inc.
NEW
Shares28,464
Change+28,464
Value$1.0M
Filed 2026-11-09
Merit Financial Group, LLC
DECREASED
Shares26,340 from 28,188
Change-1,848 (-7%)
Value$928.7K (+$101.7K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares26,069 from 12,829
Change+13,240 (+103%)
Value$927.5K (+$551.1K)
Filed 2026-11-04
Advisors Preferred, LLC
DECREASED
Shares25,619 from 34,571
Change-8,952 (-26%)
Value$904.1K (-$120.9K)
Filed 2026-11-09
Certior Financial Group, LLC
DECREASED
Shares25,590 from 100,511
Change-74,921 (-75%)
Value$902.3K (-$2.0M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares24,790 from 6,216
Change+18,574 (+299%)
Value$874.1K (+$691.7K)
Filed 2026-10-08
Financial Management Network Inc
INCREASED
Shares24,432 from 24,107
Change+325 (+1%)
Value$862.2K (+$93.7K)
Filed 2026-10-09
Richmond Investment Services, LLC
DECREASED
Shares24,389 from 25,603
Change-1,214 (-5%)
Value$860.0K (+$108.8K)
Filed 2026-10-29
Fortis Group Advisors, LLC
NEW
Shares24,023
Change+24,023
Value$854.7K
Filed 2026-11-06
Sheets Smith Wealth Management
DECREASED
Shares22,789 from 26,066
Change-3,277 (-13%)
Value$803.5K (+$38.8K)
Filed 2026-10-16
Nwam LLC
INCREASED
Shares22,091 from 20,832
Change+1,259 (+6%)
Value$778.9K (+$167.7K)
Filed 2026-11-09
MGO One Seven LLC
DECREASED
Shares21,875 from 25,678
Change-3,803 (-15%)
Value$771.3K (+$17.9K)
Filed 2026-10-28
Level Four Advisory Services, LLC
INCREASED
Shares20,055 from 18,247
Change+1,808 (+10%)
Value$707.1K (+$171.8K)
Filed 2026-11-06
Ballew Advisors, Inc
INCREASED
Shares19,957 from 7,575
Change+12,382 (+163%)
Value$704.3K (+$479.7K)
Filed 2026-10-05
Alliance Wealth Advisors, LLC
DECREASED
Shares19,934 from 89,557
Change-69,623 (-78%)
Value$702.9K (-$1.9M)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
NEW
Shares19,157
Change+19,157
Value$675.5K
Filed 2026-10-08
Apollon Wealth Management, LLC
INCREASED
Shares19,133 from 10,858
Change+8,275 (+76%)
Value$674.6K (+$356.1K)
Filed 2026-10-23
Trademark Financial Management, LLC
NEW
Shares18,231
Change+18,231
Value$642.8K
Filed 2026-10-23
CGN Advisors LLC
DECREASED
Shares16,233 from 18,340
Change-2,107 (-11%)
Value$572.4K (+$34.3K)
Filed 2026-10-21
WBI Investments, LLC
INCREASED
Shares15,536 from 10,862
Change+4,674 (+43%)
Value$547.8K (+$229.1K)
Filed 2026-11-05
Formidable Asset Management, LLC
NEW
Shares15,097
Change+15,097
Value$442.9K
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares15,086 from 13,022
Change+2,064 (+16%)
Value$541.6K (+$159.5K)
Filed 2026-10-13
Belvedere Trading LLC
NEW
Shares13,643
Change+13,643
Value$481.1K
Filed 2026-11-05
Almanack Investment Partners, Llc.
NEW
Shares13,632
Change+13,632
Value$480.7K
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares12,320 from 9,610
Change+2,710 (+28%)
Value$434.4K (+$152.4K)
Filed 2026-10-13
IronOak Wealth Llc.
NEW
Shares11,704
Change+11,704
Value$412.7K
Filed 2026-11-06
Focused Alpha, LLC
INCREASED
Shares11,358 from 11,252
Change+106 (+1%)
Value$400.5K (+$70.3K)
Filed 2026-10-20
Aufman Associates Inc
NEW
Shares11,069
Change+11,069
Value$390.3K
Filed 2026-11-04
Stokes Capital Advisors, LLC
NEW
Shares10,811
Change+10,811
Value$381.2K
Filed 2026-10-09
Western Wealth Management, LLC
NEW
Shares10,543
Change+10,543
Value$371.7K
Filed 2026-11-09
Nuveen, LLC
NEW
Shares10,451
Change+10,451
Value$365.8K
Filed 2026-11-10
Valen Private Capital, LLC
NEW
Shares9,855
Change+9,855
Value$347.5K
Filed 2026-10-23
Matrix Trust Co
DECREASED
Shares9,712 from 36,880
Change-27,168 (-74%)
Value$342.0K (+$340.9K)
Filed 2026-10-07
Third View Private Wealth, LLC
NEW
Shares9,225
Change+9,225
Value$325.3K
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares8,887 from 1,709
Change+7,178 (+420%)
Value$313.4K (+$263.2K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares8,791 from 3,676
Change+5,115 (+139%)
Value$310.0K (+$202.0K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares8,678 from 8,398
Change+280 (+3%)
Value$306.0K (+$59.6K)
Filed 2026-10-05
Primoris Wealth Advisors, LLC
NEW
Shares8,500
Change+8,500
Value$299.7K
Filed 2026-10-28
Money Concepts Capital Corp
NEW
Shares8,218
Change+8,218
Value$289.8K
Filed 2026-11-06
Family Office Research LLC
DECREASED
Shares8,128 from 8,710
Change-582 (-7%)
Value$286.6K (+$31.1K)
Filed 2026-10-14
Englebert Financial Advisers, LLC
DECREASED
Shares7,623 from 9,141
Change-1,518 (-17%)
Value$268.8K (+$591)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
DECREASED
Shares7,442 from 24,265
Change-16,823 (-69%)
Value$262.4K (-$449.5K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares7,188
Change+7,188
Value$253.0K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares7,105
Change+7,105
Value$250.5K
Filed 2026-10-28
Cookson Peirce & Co Inc
NEW
Shares6,916
Change+6,916
Value$243.9K
Filed 2026-10-30
Upper Left Wealth Management, LLC
NEW
Shares6,800
Change+6,800
Value$239.8K
Filed 2026-10-14
Deutsche Bank Ag\
NEW
Shares6,271
Change+6,271
Value$221.1K
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares6,222 from 7,819
Change-1,597 (-20%)
Value$219.4K (-$10.0K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
NEW
Shares6,027
Change+6,027
Value$212.5K
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
NEW
Shares5,913
Change+5,913
Value$208.5K
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares5,471 from 3,611
Change+1,860 (+52%)
Value$192.9K (+$87.0K)
Filed 2026-11-02
IFG Advisory, LLC
INCREASED
Shares4,490 from 698
Change+3,792 (+543%)
Value$158.3K (+$137.8K)
Filed 2026-11-09
NBH Bank
INCREASED
Shares3,260 from 2,475
Change+785 (+32%)
Value$114.9K (+$42.3K)
Filed 2026-11-05
Adirondack Trust Co
NEW
Shares3,189
Change+3,189
Value$112.4K
Filed 2026-10-14
Harbour Investments, Inc.
DECREASED
Shares2,931 from 3,077
Change-146 (-5%)
Value$103.3K (+$13.1K)
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$101.3K (+$17.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares2,137
Change+2,137
Value$75.4K
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$67.0K (+$11.2K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$38.9K ($0)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$42.7K (+$7.2K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
NEW
Shares858
Change+858
Value$30.3K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$22.8K (+$3.8K)
Filed 2026-11-04
Asset Dedication, LLC
NEW
Shares573
Change+573
Value$20.2K
Filed 2026-11-03
10Elms LLP
NEW
Shares561
Change+561
Value$19.8K
Filed 2026-11-06
Center for Financial Planning, Inc.
NEW
Shares537
Change+537
Value$18.9K
Filed 2026-10-26
Old Second National Bank of Aurora
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$16.0K (+$2.7K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
NEW
Shares443
Change+443
Value$15.6K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares356
Change+356
Value$12.6K
Filed 2026-10-09
Creative Financial Designs Inc
NEW
Shares342
Change+342
Value$12.1K
Filed 2026-11-04
Highline Wealth Partners LLC
NEW
Shares300
Change+300
Value$10.6K
Filed 2026-10-19
Jnba Financial Advisors
INCREASED
Shares294 from 255
Change+39 (+15%)
Value$10.4K (+$2.9K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
NEW
Shares215
Change+215
Value$7.6K
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares197
Change+197
Value$6.9K
Filed 2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$5.4K (+$906)
Filed 2026-11-02
Triumph Capital Management
NEW
Shares100
Change+100
Value$3.5K
Filed 2026-10-14
Parallel Advisors, LLC
NEW
Shares98
Change+98
Value$3.5K
Filed 2026-11-03
Hantz Financial Services, Inc.
INCREASED
Shares95 from 14
Change+81 (+579%)
Value$3 (+$3)
Filed 2026-11-09
N.E.W. Advisory Services LLC
NEW
Shares94
Change+94
Value$3.3K
Filed 2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$2.8K (+$468)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares60
Change+60
Value$2.1K
Filed 2026-10-21
Roble, Belko & Company, Inc
NEW
Shares56
Change+56
Value$2
Filed 2026-11-09
Signature Resources Capital Management, LLC
INCREASED
Shares46 from 21
Change+25 (+119%)
Value$1.6K (+$1.0K)
Filed 2026-10-16
IAG Wealth Partners, LLC
NEW
Shares44
Change+44
Value$1.6K
Filed 2026-11-06
TD Private Client Wealth LLC
NEW
Shares41
Change+41
Value$1.4K
Filed 2026-10-28
Jefferies Financial Group Inc.
CLOSED
Shares0 from 400,149
Change-400,149 (-100%)
Value$0 (-$11.7M)
Filed 2026-11-05
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 49,339
Change-49,339 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-07
Norden Group LLC
CLOSED
Shares0 from 19,026
Change-19,026 (-100%)
Value$0 (-$558.2K)
Filed 2026-10-20
Gibbs Wealth Management
CLOSED
Shares0 from 14,909
Change-14,909 (-100%)
Value$0 (-$437.4K)
Filed 2026-10-22
PFG Advisors
CLOSED
Shares0 from 11,911
Change-11,911 (-100%)
Value$0 (-$349.5K)
Filed 2026-10-16
Regimen Wealth, LLC
CLOSED
Shares0 from 9,148
Change-9,148 (-100%)
Value$0 (-$268.4K)
Filed 2026-11-09
Presilium Private Wealth, LLC
CLOSED
Shares0 from 7,661
Change-7,661 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,090
Change-4,090 (-100%)
Value$0 (-$120.7K)
Filed 2026-11-02
Groesbeck Investment Management Corp
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$36)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-14
Wells Fargo & Company
N/A
Shares— from 16,889,289
Change-16,889,289 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,816,604
Change-13,816,604 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,754,670
Change-12,754,670 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,122,947
Change-3,122,947 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,059,281
Change-3,059,281 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,368,604
Change-1,368,604 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 938,680
Change-938,680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 803,424
Change-803,424 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 696,401
Change-696,401 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 525,690
Change-525,690 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 512,286
Change-512,286 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 395,385
Change-395,385 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 381,515
Change-381,515 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 374,717
Change-374,717 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 345,324
Change-345,324 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 342,820
Change-342,820 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 286,041
Change-286,041 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 284,610
Change-284,610 (-100%)
Value—
&partners
N/A
Shares— from 266,330
Change-266,330 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 262,873
Change-262,873 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 242,817
Change-242,817 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 196,040
Change-196,040 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 192,621
Change-192,621 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 181,729
Change-181,729 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 162,594
Change-162,594 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 153,402
Change-153,402 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 136,663
Change-136,663 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 114,559
Change-114,559 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 104,656
Change-104,656 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 104,199
Change-104,199 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 91,072
Change-91,072 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 83,363
Change-83,363 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 79,741
Change-79,741 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 68,054
Change-68,054 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 67,963
Change-67,963 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 65,600
Change-65,600 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 64,069
Change-64,069 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 58,711
Change-58,711 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 50,516
Change-50,516 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 42,567
Change-42,567 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 40,135
Change-40,135 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,893
Change-37,893 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 34,708
Change-34,708 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 34,592
Change-34,592 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,440
Change-34,440 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,238
Change-32,238 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 31,551
Change-31,551 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 30,449
Change-30,449 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 30,015
Change-30,015 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,388
Change-29,388 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,705
Change-25,705 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 24,731
Change-24,731 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 24,676
Change-24,676 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 20,855
Change-20,855 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,470
Change-19,470 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,072
Change-19,072 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 18,853
Change-18,853 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,134
Change-18,134 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,247
Change-16,247 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,198
Change-16,198 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 14,317
Change-14,317 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,232
Change-13,232 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,838
Change-12,838 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 9,295
Change-9,295 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
UBS Group AG
N/A
Shares— from 714
Change-714 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 575
Change-575 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,691,4943,234,296+1,457,198+45%$94.9M$165.4M+$70.5M2026-11-06
Great Lakes Advisors, LLC
INCREASED3,691,2383,674,133+17,105+0%$107.8M$130.2M+$22.4M2026-11-06
Mainstay Capital Management LLC
DECREASED1,804,1413,317,519-1,513,378-46%$97.3M$63.6M-$33.7M2026-11-09
New Harbor Financial Group, LLC
DECREASED1,269,7621,274,824-5,0620%$37.4M$44.8M+$7.4M2026-10-22
HighTower Advisors, LLC
DECREASED1,207,4281,356,950-149,522-11%$39.8M$42.6M+$2.8M2026-11-10
3Edge Asset Management, LP
DECREASED1,181,4704,379,803-3,198,333-73%$128.5M$41.7M-$86.8M2026-10-30
Horizon Advisory Services, Inc.
DECREASED1,144,6381,166,871-22,233-2%$34.2M$40.4M+$6.1M2026-10-29
Assetmark, Inc
DECREASED1,099,7841,100,618-8340%$32.3M$38.8M+$6.5M2026-10-21
Commonwealth Equity Services, LLC
DECREASED1,038,3511,038,736-3850%$30.5M$36.6M+$6.1M2026-11-02
Central Trust Co
INCREASED946,215830,472+115,743+14%$24.4M$33.4M+$9.0M2026-11-05
Sowa Financial Group, Inc.
INCREASED753,698677,587+76,111+11%$19.9M$26.6M+$6.7M2026-10-26
Aprio Wealth Management, LLC
INCREASED739,294661,890+77,404+12%$19.4M$26.1M+$6.6M2026-10-28
Inspirion Wealth Advisors, LLC
INCREASED685,113684,472+641+0%$20.2M$24.2M+$4.0M2026-10-09
Ellsworth Advisors, LLC
INCREASED675,656645,893+29,763+5%$20.5M$23.8M+$3.3M2026-10-15
Advisor OS, LLC
DECREASED575,209597,689-22,480-4%$17.5M$20.3M+$2.7M2026-11-03
Compound Planning, Inc.
INCREASED534,578524,162+10,416+2%$15.4M$18.8M+$3.5M2026-11-09
Cornerstone Wealth Group, LLC
INCREASED434,243426,514+7,729+2%$12.5M$15.3M+$2.8M2026-11-02
Resonant Capital Advisors, LLC
INCREASED431,048377,427+53,621+14%$11.1M$15.2M+$4.1M2026-10-15
WIN Advisors, Inc
NEW413,115—+413,115——$14.6M—2026-11-06
D.A. Davidson & Co.
INCREASED404,763147,962+256,801+174%$4.3M$14.3M+$9.9M2026-10-28
VestGen Advisors, LLC
INCREASED380,116247,605+132,511+54%$7.3M$13.4M+$6.1M2026-10-27
Choice Wealth Advisors LLC
DECREASED379,159398,929-19,770-5%$11.7M$13.4M+$1.7M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED376,341576,978-200,637-35%$16.9M$13.3M-$3.7M2026-11-02
Private Client Services, LLC
INCREASED358,070347,558+10,512+3%$10.2M$12.6M+$2.4M2026-10-02
Blue Trust, Inc.
INCREASED355,573338,031+17,542+5%$9.9M$12.5M+$2.6M2026-10-15
Oppenheimer & Co Inc
INCREASED349,590342,933+6,657+2%$10.1M$12.3M+$2.3M2026-10-26
Sunrise Financial Services, LLC
INCREASED347,126328,814+18,312+6%$9.6M$12.2M+$2.6M2026-10-21
Weil Company, Inc.
INCREASED346,306248,718+97,588+39%$7.3M$12.2M+$4.9M2026-10-14
Northcape Wealth Management, LLC
INCREASED335,417328,981+6,436+2%$9.7M$11.8M+$2.2M2026-11-04
Persium Advisors, LLC
NEW320,806—+320,806——$11.3M—2026-10-07
Guided Capital Wealth Management, LLC
DECREASED307,151308,481-1,3300%$9.1M$10.8M+$1.8M2026-10-21
Csenge Advisory Group
DECREASED280,159320,728-40,569-13%$9.4M$9.9M+$468.2K2026-11-04
MBL Wealth, LLC
INCREASED271,212259,747+11,465+4%$7.6M$9.6M+$1.9M2026-10-22
Cooper Financial Group
INCREASED270,878244,810+26,068+11%$7.2M$9.6M+$2.4M2026-10-07
Proactive Wealth Strategies LLC
INCREASED246,849219,119+27,730+13%$6.4M$8.7M+$2.3M2026-11-09
Croban
DECREASED244,008245,978-1,970-1%$7.2M$8.6M+$1.4M2026-11-09
tru Independence LLC
DECREASED239,625246,510-6,885-3%$7.2M$8.4M+$1.2M2026-10-20
Encompass More Asset Management
NEW222,098—+222,098——$7.8M—2026-10-16
Nvwm, LLC
INCREASED214,596211,066+3,530+2%$6.2M$7.6M+$1.4M2026-10-14
Bank of New York Mellon Corp
INCREASED205,15051,617+153,533+297%$1.5M$7.2M+$5.7M2026-11-05
Nvest Wealth Strategies, Inc.
DECREASED203,595205,635-2,040-1%$6.0M$7.2M+$1.1M2026-10-14
Archford Capital Strategies, LLC
INCREASED201,338197,525+3,813+2%$5.8M$7.1M+$1.3M2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED192,147145,375+46,772+32%$4.4M$7.0M+$2.5M2026-10-13
Great Valley Advisor Group, Inc.
INCREASED186,953161,887+25,066+15%$4.8M$6.6M+$1.8M2026-11-09
Planned Solutions, Inc.
NEW181,764—+181,764——$6.4M—2026-10-19
Axxcess Wealth Management, LLC
INCREASED181,236173,685+7,551+4%$5.1M$6.4M+$1.3M2026-10-21
Kestra Advisory Services, LLC
INCREASED178,634144,878+33,756+23%$4.3M$6.3M+$2.0M2026-11-02
Truist Financial Corp
INCREASED170,042133,199+36,843+28%$3.9M$6.0M+$2.1M2026-10-30
Great Diamond Partners, LLC
DECREASED163,064284,636-121,572-43%$8.4M$5.7M-$2.6M2026-10-13
IFP Advisors, Inc
INCREASED149,77496,115+53,659+56%$2.8M$5.3M+$2.5M2026-10-16
Platform Technology Partners
INCREASED148,702138,010+10,692+8%$4.0M$5.2M+$1.2M2026-11-02
Atria Investments, Inc
INCREASED148,258142,546+5,712+4%$4.2M$5.2M+$1.0M2026-10-15
Twelve Points Wealth Management LLC
INCREASED146,093138,533+7,560+5%$4.1M$5.2M+$1.1M2026-11-03
Channel Wealth LLC
DECREASED141,116142,628-1,512-1%$4.2M$5.0M+$791.0K2026-11-06
Belpointe Asset Management LLC
INCREASED138,98618,681+120,305+644%$548.1K$4.9M+$4.4M2026-11-09
Echo45 Advisors LLC
DECREASED137,203138,084-881-1%$4.1M$4.8M+$786.4K2026-10-07
SFG Wealth Management, Llc.
INCREASED134,562131,024+3,538+3%$3.8M$4.7M+$900.4K2026-10-23
Visionary Wealth Advisors
INCREASED133,59436,541+97,053+266%$1.1M$4.7M+$3.6M2026-11-04
Kickstand Ventures, Llc.
DECREASED125,216126,908-1,692-1%$3.7M$4.4M+$691.6K2026-11-09
Vise Technologies, Inc.
DECREASED106,643152,706-46,063-30%$4.5M$3.8M-$720.2K2026-10-29
Meridian Wealth Management, LLC
INCREASED103,68053,902+49,778+92%$1.6M$3.7M+$2.1M2026-11-05
Courier Capital LLC
INCREASED101,80294,812+6,990+7%$2.8M$3.6M+$807.8K2026-10-19
Bedel Financial Consulting, Inc.
INCREASED101,04482,434+18,610+23%$2.4M$3.6M+$1.1M2026-11-06
Moneco Advisors, LLC
INCREASED100,65796,846+3,811+4%$2.8M$3.5M+$707.7K2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED91,00561,625+29,380+48%$1.8M$3.2M+$1.4M2026-10-05
Randall & Associates Wealth Management
DECREASED90,251125,824-35,573-28%$3.7M$3.2M-$509.4K2026-10-20
SAX Wealth Advisors, LLC
NEW89,191—+89,191——$3.1M—2026-10-13
Signal Advisors Wealth, LLC
INCREASED85,87442,586+43,288+102%$1.2M$3.0M+$1.8M2026-10-13
Nations Financial Group Inc,
INCREASED81,18517,302+63,883+369%$507.6K$2.9M+$2.4M2026-11-05
Exchange Traded Concepts, LLC
INCREASED80,61165,235+15,376+24%$1.9M$2.8M+$928.3K2026-10-28
Worth Financial Advisory Group, LLC
INCREASED80,21072,019+8,191+11%$2.1M$2.8M+$715.2K2026-10-19
Harbor Investment Advisory, LLC
INCREASED76,54274,487+2,055+3%$2.2M$2.7M+$513.4K2026-10-13
Vicus Capital
INCREASED74,13566,096+8,039+12%$1.9M$2.6M+$674.7K2026-11-05
Opus Financial Solutions LLC
INCREASED73,97963,504+10,475+17%$1.9M$2.6M+$745.3K2026-11-06
Flynn Zito Capital Management, LLC
DECREASED73,32774,051-724-1%$2.2M$2.6M+$412.9K2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED73,240140,808-67,568-48%$4.1M$2.6M-$1.5M2026-10-30
Milestones Private Investment Advisors LLC
NEW70,708—+70,708——$2.5M—2026-10-19
Trust Co of Toledo NA
INCREASED67,93721,348+46,589+218%$626.4K$2.4M+$1.8M2026-10-16
Kathmere Capital Management, LLC
UNCHANGED64,83564,83500%$1.9M$2.3M+$383.8K2026-10-20
KWB Wealth
INCREASED59,64621,552+38,094+177%$632.3K$2.1M+$1.5M2026-10-16
Vavra Capital Management, LLC
INCREASED58,13815,155+42,983+284%$444.6K$2.0M+$1.6M2026-10-14
Embree Financial Group
INCREASED57,74642,858+14,888+35%$1.3M$2.0M+$778.7K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED55,18555,725-540-1%$1.6M$1.9M+$310.9K2026-10-28
Eagle Strategies LLC
INCREASED51,2579,187+42,070+458%$269.5K$1.8M+$1.5M2026-10-16
Greenwood Capital Associates LLC
INCREASED49,05240,708+8,344+21%$1.2M$1.7M+$535.2K2026-10-27
Outlook Wealth Advisors, LLC
INCREASED48,33837,378+10,960+29%$1.1M$1.7M+$603.5K2026-10-28
Simon Quick Advisors, LLC
NEW45,448—+45,448——$1.6M—2026-10-26
Portside Wealth Group, LLC
DECREASED43,536153,273-109,737-72%$4.5M$1.5M-$3.0M2026-10-20
Ackerman Capital Advisors, LLC
DECREASED38,53639,339-803-2%$1.2M$1.4M+$204.6K2026-10-30
MMA Asset Management LLC
NEW38,480—+38,480——$1.4M—2026-11-02
Lake Street Private Wealth, LLC
INCREASED38,36736,037+2,330+6%$1.1M$1.4M+$295.5K2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED36,85240,777-3,925-10%$1.2M$1.3M+$103.0K2026-10-16
Worth Asset Management, LLC
INCREASED35,69517,008+18,687+110%$499.0K$1.3M+$759.6K2026-10-07
4J Wealth Management LLC
INCREASED35,39228,639+6,753+24%$840.3K$1.2M+$407.7K2026-11-02
Fifth Third Bancorp
DECREASED35,34036,999-1,659-4%$1.1M$1.2M+$160.5K2026-11-05
Virtue Capital Management, LLC
NEW34,556—+34,556——$1.2M—2026-10-29
Genesis Private Wealth, LLC
DECREASED32,34246,689-14,347-31%$1.4M$1.1M-$229.5K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED32,13727,755+4,382+16%$814.3K$1.1M+$318.8K2026-11-06
Balboa Wealth Partners
INCREASED29,76422,079+7,685+35%$647.8K$1.0M+$401.7K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED29,22625,728+3,498+14%$754.9K$1.0M+$275.6K2026-10-16
Geneos Wealth Management Inc.
NEW28,464—+28,464——$1.0M—2026-11-09
Merit Financial Group, LLC
DECREASED26,34028,188-1,848-7%$827.0K$928.7K+$101.7K2026-11-06
Prospera Financial Services Inc
INCREASED26,06912,829+13,240+103%$376.4K$927.5K+$551.1K2026-11-04
Advisors Preferred, LLC
DECREASED25,61934,571-8,952-26%$1.0M$904.1K-$120.9K2026-11-09
Certior Financial Group, LLC
DECREASED25,590100,511-74,921-75%$2.9M$902.3K-$2.0M2026-10-19
Farther Finance Advisors, LLC
INCREASED24,7906,216+18,574+299%$182.4K$874.1K+$691.7K2026-10-08
Financial Management Network Inc
INCREASED24,43224,107+325+1%$768.5K$862.2K+$93.7K2026-10-09
Richmond Investment Services, LLC
DECREASED24,38925,603-1,214-5%$751.2K$860.0K+$108.8K2026-10-29
Fortis Group Advisors, LLC
NEW24,023—+24,023——$854.7K—2026-11-06
Sheets Smith Wealth Management
DECREASED22,78926,066-3,277-13%$764.8K$803.5K+$38.8K2026-10-16
Nwam LLC
INCREASED22,09120,832+1,259+6%$611.2K$778.9K+$167.7K2026-11-09
MGO One Seven LLC
DECREASED21,87525,678-3,803-15%$753.4K$771.3K+$17.9K2026-10-28
Level Four Advisory Services, LLC
INCREASED20,05518,247+1,808+10%$535.4K$707.1K+$171.8K2026-11-06
Ballew Advisors, Inc
INCREASED19,9577,575+12,382+163%$224.6K$704.3K+$479.7K2026-10-05
Alliance Wealth Advisors, LLC
DECREASED19,93489,557-69,623-78%$2.6M$702.9K-$1.9M2026-10-28
Avidian Wealth Enterprises, LLC
NEW19,157—+19,157——$675.5K—2026-10-08
Apollon Wealth Management, LLC
INCREASED19,13310,858+8,275+76%$318.6K$674.6K+$356.1K2026-10-23
Trademark Financial Management, LLC
NEW18,231—+18,231——$642.8K—2026-10-23
CGN Advisors LLC
DECREASED16,23318,340-2,107-11%$538.1K$572.4K+$34.3K2026-10-21
WBI Investments, LLC
INCREASED15,53610,862+4,674+43%$318.7K$547.8K+$229.1K2026-11-05
Formidable Asset Management, LLC
NEW15,097—+15,097——$442.9K—2026-11-03
Fragasso Financial Advisors Inc
INCREASED15,08613,022+2,064+16%$382.1K$541.6K+$159.5K2026-10-13
Belvedere Trading LLC
NEW13,643—+13,643——$481.1K—2026-11-05
Almanack Investment Partners, Llc.
NEW13,632—+13,632——$480.7K—2026-11-03
Omni 360 Wealth, Inc.
INCREASED12,3209,610+2,710+28%$282.0K$434.4K+$152.4K2026-10-13
IronOak Wealth Llc.
NEW11,704—+11,704——$412.7K—2026-11-06
Focused Alpha, LLC
INCREASED11,35811,252+106+1%$330.1K$400.5K+$70.3K2026-10-20
Aufman Associates Inc
NEW11,069—+11,069——$390.3K—2026-11-04
Stokes Capital Advisors, LLC
NEW10,811—+10,811——$381.2K—2026-10-09
Western Wealth Management, LLC
NEW10,543—+10,543——$371.7K—2026-11-09
Nuveen, LLC
NEW10,451—+10,451——$365.8K—2026-11-10
Valen Private Capital, LLC
NEW9,855—+9,855——$347.5K—2026-10-23
Matrix Trust Co
DECREASED9,71236,880-27,168-74%$1.1K$342.0K+$340.9K2026-10-07
Third View Private Wealth, LLC
NEW9,225—+9,225——$325.3K—2026-10-30
Private Trust Co NA
INCREASED8,8871,709+7,178+420%$50.1K$313.4K+$263.2K2026-10-20
Harbor Capital Advisors, Inc.
INCREASED8,7913,676+5,115+139%$108.0K$310.0K+$202.0K2026-10-22
Eastern Bank
INCREASED8,6788,398+280+3%$246.4K$306.0K+$59.6K2026-10-05
Primoris Wealth Advisors, LLC
NEW8,500—+8,500——$299.7K—2026-10-28
Money Concepts Capital Corp
NEW8,218—+8,218——$289.8K—2026-11-06
Family Office Research LLC
DECREASED8,1288,710-582-7%$255.5K$286.6K+$31.1K2026-10-14
Englebert Financial Advisers, LLC
DECREASED7,6239,141-1,518-17%$268.2K$268.8K+$5912026-10-20
Financial Network Wealth Advisors LLC
DECREASED7,44224,265-16,823-69%$711.9K$262.4K-$449.5K2026-10-28
M Holdings Securities, Inc.
NEW7,188—+7,188——$253.0K—2026-11-03
Partners Wealth Management, LLC
NEW7,105—+7,105——$250.5K—2026-10-28
Cookson Peirce & Co Inc
NEW6,916—+6,916——$243.9K—2026-10-30
Upper Left Wealth Management, LLC
NEW6,800—+6,800——$239.8K—2026-10-14
Deutsche Bank Ag\
NEW6,271—+6,271——$221.1K—2026-11-06
Verus Capital Partners, LLC
DECREASED6,2227,819-1,597-20%$229.4K$219.4K-$10.0K2026-11-03
Hennion & Walsh Asset Management, Inc.
NEW6,027—+6,027——$212.5K—2026-10-13
Ashton Thomas Private Wealth, LLC
NEW5,913—+5,913——$208.5K—2026-11-03
Birchwood Financial Partners, Inc.
INCREASED5,4713,611+1,860+52%$105.9K$192.9K+$87.0K2026-11-02
IFG Advisory, LLC
INCREASED4,490698+3,792+543%$20.5K$158.3K+$137.8K2026-11-09
NBH Bank
INCREASED3,2602,475+785+32%$72.6K$114.9K+$42.3K2026-11-05
Adirondack Trust Co
NEW3,189—+3,189——$112.4K—2026-10-14
Harbour Investments, Inc.
DECREASED2,9313,077-146-5%$90.3K$103.3K+$13.1K2026-11-09
US Bancorp \de\
UNCHANGED2,8722,87200%$84.3K$101.3K+$17.0K2026-11-05
PNC Financial Services Group, Inc.
NEW2,137—+2,137——$75.4K—2026-11-06
Westside Investment Management, Inc.
UNCHANGED1,9001,90000%$55.7K$67.0K+$11.2K2026-11-02
Allworth Financial LP
UNCHANGED1,3251,32500%$38.9K$38.9K$02026-11-06
Mather Group, Llc.
UNCHANGED1,2121,21200%$35.6K$42.7K+$7.2K2026-10-14
Acumen Wealth Advisors, LLC
NEW858—+858——$30.3K—2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED64664600%$18.9K$22.8K+$3.8K2026-11-04
Asset Dedication, LLC
NEW573—+573——$20.2K—2026-11-03
10Elms LLP
NEW561—+561——$19.8K—2026-11-06
Center for Financial Planning, Inc.
NEW537—+537——$18.9K—2026-10-26
Old Second National Bank of Aurora
UNCHANGED45545500%$13.4K$16.0K+$2.7K2026-10-22
Pinnacle Bancorp, Inc.
NEW443—+443——$15.6K—2026-10-21
GK Wealth Management LLC
NEW356—+356——$12.6K—2026-10-09
Creative Financial Designs Inc
NEW342—+342——$12.1K—2026-11-04
Highline Wealth Partners LLC
NEW300—+300——$10.6K—2026-10-19
Jnba Financial Advisors
INCREASED294255+39+15%$7.5K$10.4K+$2.9K2026-11-03
Caldwell Sutter Capital, Inc.
NEW215—+215——$7.6K—2026-11-09
Team Financial Group, LLC
NEW197—+197——$6.9K—2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED15315300%$4.5K$5.4K+$9062026-11-02
Triumph Capital Management
NEW100—+100——$3.5K—2026-10-14
Parallel Advisors, LLC
NEW98—+98——$3.5K—2026-11-03
Hantz Financial Services, Inc.
INCREASED9514+81+579%$0$3+$32026-11-09
N.E.W. Advisory Services LLC
NEW94—+94——$3.3K—2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED797900%$2.3K$2.8K+$4682026-10-28
Root Financial Partners, LLC
NEW60—+60——$2.1K—2026-10-21
Roble, Belko & Company, Inc
NEW56—+56——$2—2026-11-09
Signature Resources Capital Management, LLC
INCREASED4621+25+119%$616$1.6K+$1.0K2026-10-16
IAG Wealth Partners, LLC
NEW44—+44——$1.6K—2026-11-06
TD Private Client Wealth LLC
NEW41—+41——$1.4K—2026-10-28
Jefferies Financial Group Inc.
CLOSED0400,149-400,149-100%$11.7M$0-$11.7M2026-11-05
FIG Financial Advisory Services Inc
CLOSED049,339-49,339-100%$1.4M$0-$1.4M2026-10-07
Norden Group LLC
CLOSED019,026-19,026-100%$558.2K$0-$558.2K2026-10-20
Gibbs Wealth Management
CLOSED014,909-14,909-100%$437.4K$0-$437.4K2026-10-22
PFG Advisors
CLOSED011,911-11,911-100%$349.5K$0-$349.5K2026-10-16
Regimen Wealth, LLC
CLOSED09,148-9,148-100%$268.4K$0-$268.4K2026-11-09
Presilium Private Wealth, LLC
CLOSED07,661-7,661-100%$224.8K$0-$224.8K2026-10-26
International Assets Investment Management, LLC
CLOSED04,090-4,090-100%$120.7K$0-$120.7K2026-11-02
Groesbeck Investment Management Corp
CLOSED01,235-1,235-100%$36$0-$362026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0777-777-100%$22.8K$0-$22.8K2026-10-14
Wells Fargo & Company
N/A—16,889,289-16,889,289-100%$495.5M———
Bank of America Corp
N/A—13,816,604-13,816,604-100%$405.4M———
JPMorgan Chase & Co
N/A—12,754,670-12,754,670-100%$369.2M———
Northwestern Mutual Wealth Management Co
N/A—3,122,947-3,122,947-100%$91.6M———
Raymond James Financial Inc
N/A—3,059,281-3,059,281-100%$89.8M———
Pinnacle Financial Partners, Inc.
N/A—1,368,604-1,368,604-100%$40.2M———
Private Advisor Group, LLC
N/A—938,680-938,680-100%$27.5M———
Royal Bank of Canada
N/A—803,424-803,424-100%$23.6M———
Vident Advisory, LLC
N/A—696,401-696,401-100%$20.4M———
Sanctuary Advisors, LLC
N/A—525,690-525,690-100%$15.4M———
MJP Associates Inc
N/A—512,286-512,286-100%$15.0M———
Stratos Wealth Partners, Ltd.
N/A—395,385-395,385-100%$11.6M———
Mariner, LLC
N/A—381,515-381,515-100%$11.2M———
Janney Montgomery Scott LLC
N/A—374,717-374,717-100%$11.0M———
Cetera Investment Advisers
N/A—345,324-345,324-100%$10.1M———
Envestnet Asset Management Inc
N/A—342,820-342,820-100%$10.1M———
Ethos Financial Group, LLC
N/A—286,041-286,041-100%$9.2M———
Twin Focus Capital Partners, LLC
N/A—284,610-284,610-100%$8.4M———
&partners
N/A—266,330-266,330-100%$7.8M———
Osaic Holdings, Inc.
N/A—262,873-262,873-100%$7.7M———
D L Carlson Investment Group Inc
N/A—242,817-242,817-100%$7.1M———
MML Investors Services, LLC
N/A—196,040-196,040-100%$5.8M———
Beta Wealth Group, Inc.
N/A—192,621-192,621-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—181,729-181,729-100%$5.3M———
Perennial Investment Advisors, LLC
N/A—162,594-162,594-100%$4.8M———
Empire Financial Management Company, LLC
N/A—153,402-153,402-100%$4.5M———
OneAscent Financial Services LLC
N/A—136,663-136,663-100%$4.0M———
Coastal Bridge Advisors, LLC
N/A—114,559-114,559-100%$3.4M———
Ausdal Financial Partners, Inc.
N/A—104,656-104,656-100%$3.1M———
Planwiser Financial, LLC
N/A—104,199-104,199-100%$3.1M———
Cary Street Partners Financial LLC
N/A—91,072-91,072-100%$2.7M———
PCG Wealth Advisors, LLC
N/A—83,363-83,363-100%$2.4M———
MainStreet Investment Advisors LLC
N/A—79,741-79,741-100%$2.3M———
Cerity Partners LLC
N/A—68,054-68,054-100%$2.0M———
SHP Wealth Management
N/A—67,963-67,963-100%$2.0M———
Nomura Asset Management Co LTD
N/A—65,600-65,600-100%$1.9M———
World Investment Advisors
N/A—64,069-64,069-100%$2.0M———
Baird Financial Group, Inc.
N/A—58,711-58,711-100%$1.7M———
IHT Wealth Management, LLC
N/A—50,516-50,516-100%$1.5M———
Gateway Wealth Partners, LLC
N/A—42,567-42,567-100%$1.2M———
Wallace Advisory Group, LLC
N/A—40,135-40,135-100%$1.2M———
Advisory Services Network, LLC
N/A—37,893-37,893-100%$1.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—34,708-34,708-100%$1.0M———
HM Payson & Co
N/A—34,592-34,592-100%$1.0M———
Arkadios Wealth Advisors
N/A—34,440-34,440-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—32,238-32,238-100%$945.9K———
SK Wealth Management, LLC
N/A—31,551-31,551-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—30,449-30,449-100%$893.4K———
Star Financial Bank
N/A—30,015-30,015-100%$880.6K———
Global Retirement Partners, LLC
N/A—29,388-29,388-100%$862.2K———
CreativeOne Wealth, LLC
N/A—25,705-25,705-100%$754.2K———
Northeast Planning Associates, Inc. / NH /
N/A—24,731-24,731-100%$685.3K———
OneAscent Family Office, LLC
N/A—24,676-24,676-100%$724.0K———
Whittier Trust Co
N/A—20,855-20,855-100%$635.7K———
Beacon Pointe Advisors, LLC
N/A—19,470-19,470-100%$571.3K———
NewEdge Advisors, LLC
N/A—19,072-19,072-100%$559.6K———
Presidio Capital Management, LLC
N/A—18,853-18,853-100%$553.1K———
Fiduciary Financial Advisors
N/A—18,134-18,134-100%$531.0K———
Ascension Capital Advisors, Inc.
N/A—17,363-17,363-100%$509.4K———
OneAscent Wealth Management LLC
N/A—17,275-17,275-100%$506.8K———
Prosperity Consulting Group, LLC
N/A—17,191-17,191-100%$504.4K———
Capital Analysts, LLC
N/A—16,247-16,247-100%$476.0K———
Advisory Alpha, LLC
N/A—16,198-16,198-100%$475.2K———
Morgan Stanley
N/A—16,112-16,112-100%$472.7K———
PFG Investments, LLC
N/A—14,537-14,537-100%$426.5K———
Entelevest, LLC
N/A—14,317-14,317-100%$420.1K———
NewEdge Wealth, LLC
N/A—13,232-13,232-100%$388.2K———
Trustmark Bank Trust Department
N/A—13,067-13,067-100%$383.4K———
CIBC Bancorp USA Inc.
N/A—12,838-12,838-100%$376.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,632-12,632-100%$370.6K———
Aventura Private Wealth, LLC
N/A—12,192-12,192-100%$357.7K———
Legacy Wealth Managment, LLC
N/A—11,587-11,587-100%$340.0K———
Mercer Global Advisors Inc
N/A—10,899-10,899-100%$319.8K———
Arax Advisory Partners
N/A—10,690-10,690-100%$313.6K———
Focus Partners Advisor Solutions, LLC
N/A—9,610-9,610-100%$282.0K———
Stillwater Private Wealth, LLC
N/A—9,509-9,509-100%$320———
Trajan Wealth LLC
N/A—9,295-9,295-100%$272.7K———
RWA Wealth Partners, LLC
N/A—9,000-9,000-100%$264.1K———
Harvest Investment Services, LLC
N/A—8,695-8,695-100%$255.1K———
Fiducient Advisors LLC
N/A—8,637-8,637-100%$253.4K———
Crewe Advisors LLC
N/A—7,870-7,870-100%$230.9K———
Ensign Peak Advisors, Inc
N/A—6,200-6,200-100%$181.9K———
Whittier Trust Co of Nevada Inc
N/A—4,985-4,985-100%$150.9K———
Synergy Investment Management, LLC
N/A—4,738-4,738-100%$139.0K———
Continuum Advisory, LLC
N/A—2,467-2,467-100%$72.4K———
Regatta Research & Money Management
N/A—2,292-2,292-100%$67.2K———
BlackRock, Inc.
N/A—1,686-1,686-100%$49.5K———
UBS Group AG
N/A—714-714-100%$20.9K———
Atlantic Union Bankshares Corp
N/A—575-575-100%$16.9K———
UBS Asset Management Americas LLC
N/A—165-165-100%$4.8K———
Showing 284 of 284 institutions