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Hartford TTL Rtrn BND ETF (HTRB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares1,612,529 from 1,602,540
Change+9,989 (+1%)
Value$51.7M (-$2.4M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,557,456 from 1,443,464
Change+113,992 (+8%)
Value$49.9M (+$1.2M)
Filed 2026-11-06
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,393,371 from 1,322,766
Change+70,605 (+5%)
Value$44.7M (+$34.0K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,106,977 from 1,132,219
Change-25,242 (-2%)
Value$35.6M (-$2.4M)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares1,072,020 from 945,414
Change+126,606 (+13%)
Value$34.5M (+$2.6M)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares1,070,662 from 1,015,883
Change+54,779 (+5%)
Value$34.3M (+$43.9K)
Filed 2026-10-15
Catalyst Financial Partners LLC
INCREASED
Shares849,605 from 750,389
Change+99,216 (+13%)
Value$27.2M (+$1.9M)
Filed 2026-11-06
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares823,694 from 943,797
Change-120,103 (-13%)
Value$26.4M (-$5.4M)
Filed 2026-11-06
Great Point Wealth Advisors, LLC
INCREASED
Shares727,842 from 687,937
Change+39,905 (+6%)
Value$23.3M (+$119.8K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares667,208 from 634,309
Change+32,899 (+5%)
Value$21.4M (-$14.4K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares613,786 from 1,077,974
Change-464,188 (-43%)
Value$19.7M (-$16.7M)
Filed 2026-10-23
Condor Capital Management
INCREASED
Shares441,745 from 421,983
Change+19,762 (+5%)
Value$14.2M (-$77.7K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares362,175 from 713,501
Change-351,326 (-49%)
Value$11.6M (-$12.5M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares361,605 from 6,686
Change+354,919 (+5308%)
Value$11.6M (+$11.4M)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares264,447 from 248,705
Change+15,742 (+6%)
Value$8.5M (+$85.4K)
Filed 2026-10-02
Apella Capital, LLC
INCREASED
Shares229,886 from 183,718
Change+46,168 (+25%)
Value$7.4M (+$1.2M)
Filed 2026-10-08
Bensler, LLC
DECREASED
Shares229,408 from 292,610
Change-63,202 (-22%)
Value$7.4M (-$2.5M)
Filed 2026-11-05
Iron Financial LLC
INCREASED
Shares196,112 from 194,088
Change+2,024 (+1%)
Value$6.3M (-$262.1K)
Filed 2026-10-23
MBE Wealth Management, LLC
INCREASED
Shares169,452 from 162,492
Change+6,960 (+4%)
Value$5.4M (-$50.7K)
Filed 2026-10-26
Strid Group, LLC
INCREASED
Shares167,278 from 163,558
Change+3,720 (+2%)
Value$5.4M (-$156.4K)
Filed 2026-10-28
Freedom Financial Partners LLC
INCREASED
Shares146,086 from 138,907
Change+7,179 (+5%)
Value$4.7M (-$4.0K)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares142,230 from 138,512
Change+3,718 (+3%)
Value$4.6M (-$114.2K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares102,429 from 96,127
Change+6,302 (+7%)
Value$3.3M (+$40.0K)
Filed 2026-11-05
Legacy Solutions, LLC
INCREASED
Shares100,256 from 90,400
Change+9,856 (+11%)
Value$3.2M (+$163.6K)
Filed 2026-10-07
First Heartland Consultants, Inc.
DECREASED
Shares49,070 from 49,675
Change-605 (-1%)
Value$1.6M (-$103.1K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares47,586 from 46,016
Change+1,570 (+3%)
Value$1.5M (-$27.2K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares23,808 from 83,321
Change-59,513 (-71%)
Value$763.1K (-$2.0M)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares23,185 from 23,635
Change-450 (-2%)
Value$743.1K (-$54.2K)
Filed 2026-11-02
Mann Financial Group, Inc.
DECREASED
Shares21,201 from 30,621
Change-9,420 (-31%)
Value$679.5K (-$353.5K)
Filed 2026-10-15
Fermata Advisors, LLC
INCREASED
Shares15,884 from 12,417
Change+3,467 (+28%)
Value$509.1K (+$90.2K)
Filed 2026-10-13
Victory Financial Group, LLC
DECREASED
Shares15,390 from 15,686
Change-296 (-2%)
Value$493.3K (-$35.9K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares15,266 from 16,828
Change-1,562 (-9%)
Value$489.3K (-$78.4K)
Filed 2026-11-02
MSH Capital Advisors LLC
DECREASED
Shares14,841 from 16,547
Change-1,706 (-10%)
Value$475.7K (-$82.6K)
Filed 2026-11-03
Veracity Capital LLC
NEW
Shares14,719
Change+14,719
Value$471.7K
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares10,970 from 12,001
Change-1,031 (-9%)
Value$356.7K (-$44.8K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares10,940 from 10,940
Change0 (0%)
Value$369.1K ($0)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares10,803
Change+10,803
Value$346.2K
Filed 2026-11-03
Stonehearth Capital Management, LLC
DECREASED
Shares9,620 from 9,704
Change-84 (-1%)
Value$308.3K (-$19.1K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares8,493 from 8,493
Change0 (0%)
Value$272.2K (-$14.3K)
Filed 2026-10-13
First Citizens Bank & Trust Co
NEW
Shares8,458
Change+8,458
Value$271.1K
Filed 2026-10-14
Landmark Wealth Management, LLC
NEW
Shares8,093
Change+8,093
Value$259.4K
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares8,054 from 6,952
Change+1,102 (+16%)
Value$258.1K (+$23.6K)
Filed 2026-10-29
Sanchez Wealth Management Group
DECREASED
Shares8,029 from 259,710
Change-251,681 (-97%)
Value$257.3K (-$8.5M)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares7,926 from 7,344
Change+582 (+8%)
Value$254.0K (+$6.3K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares7,438 from 6,555
Change+883 (+13%)
Value$238.4K (+$17.3K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares7,374 from 7,374
Change0 (0%)
Value$236.3K (-$12.4K)
Filed 2026-10-07
Krilogy Financial LLC
UNCHANGED
Shares6,530 from 6,530
Change0 (0%)
Value$210.0K (-$10.3K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares6,378 from 4,531
Change+1,847 (+41%)
Value$204.8K (+$52.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares6,358 from 9,500
Change-3,142 (-33%)
Value$203.8K (-$116.7K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares6,305 from 6,303
Change+2 (+0%)
Value$202.1K (-$10.6K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares2,922 from 5,718
Change-2,796 (-49%)
Value$93.7K (-$99.2K)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$77.4K (-$3.9K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares2,380 from 2,353
Change+27 (+1%)
Value$76.3K (-$3.1K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares2,229
Change+2,229
Value$71.4K
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$28.1K (-$1.5K)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares768 from 134
Change+634 (+473%)
Value$24.6K (+$20.1K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$19.9K (-$1.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$9.5K (-$499)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
NEW
Shares169
Change+169
Value$5.4K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
NEW
Shares140
Change+140
Value$4.5K
Filed 2026-10-23
Private Trust Co NA
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$4.5K (-$236)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$2.7K (-$123)
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares49 from 48
Change+1 (+2%)
Value$1.6K (-$63)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$142 (-$63)
Filed 2026-11-04
Atticus Wealth Management, LLC
CLOSED
Shares0 from 507,709
Change-507,709 (-100%)
Value$0 (-$17.1M)
Filed 2026-10-20
Kestra Advisory Services, LLC
CLOSED
Shares0 from 19,877
Change-19,877 (-100%)
Value$0 (-$670.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 6,284
Change-6,284 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
CLOSED
Shares0 from 6,175
Change-6,175 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,437
Change-5,437 (-100%)
Value$0 (-$183.4K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 1,287
Change-1,287 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-14
Hartford Funds Management Co LLC
N/A
Shares— from 13,716,346
Change-13,716,346 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,895,819
Change-9,895,819 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,698,637
Change-2,698,637 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,097,045
Change-2,097,045 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,508,341
Change-1,508,341 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,210,096
Change-1,210,096 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,042,571
Change-1,042,571 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 978,480
Change-978,480 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 908,214
Change-908,214 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 850,737
Change-850,737 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 722,126
Change-722,126 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 528,257
Change-528,257 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 503,037
Change-503,037 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 469,691
Change-469,691 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 454,329
Change-454,329 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 441,964
Change-441,964 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 431,689
Change-431,689 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 396,778
Change-396,778 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 392,209
Change-392,209 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 360,246
Change-360,246 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 283,260
Change-283,260 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 263,684
Change-263,684 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 242,117
Change-242,117 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 178,470
Change-178,470 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 171,669
Change-171,669 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 123,973
Change-123,973 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 115,905
Change-115,905 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 106,238
Change-106,238 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 93,289
Change-93,289 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 82,059
Change-82,059 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 73,571
Change-73,571 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 68,459
Change-68,459 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 67,919
Change-67,919 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 67,919
Change-67,919 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 50,427
Change-50,427 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 43,631
Change-43,631 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 43,410
Change-43,410 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 40,447
Change-40,447 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 34,934
Change-34,934 (-100%)
Value—
&partners
N/A
Shares— from 28,123
Change-28,123 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,625
Change-17,625 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 13,894
Change-13,894 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,975
Change-9,975 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 950
Change-950 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED1,612,5291,602,540+9,989+1%$54.1M$51.7M-$2.4M2026-11-05
LPL Financial LLC
INCREASED1,557,4561,443,464+113,992+8%$48.7M$49.9M+$1.2M2026-11-06
Mountain Capital Investment Advisors Inc.
INCREASED1,393,3711,322,766+70,605+5%$44.6M$44.7M+$34.0K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED1,106,9771,132,219-25,242-2%$38.0M$35.6M-$2.4M2026-10-13
Fragasso Financial Advisors Inc
INCREASED1,072,020945,414+126,606+13%$31.9M$34.5M+$2.6M2026-10-13
Howard Financial Services, Ltd.
INCREASED1,070,6621,015,883+54,779+5%$34.3M$34.3M+$43.9K2026-10-15
Catalyst Financial Partners LLC
INCREASED849,605750,389+99,216+13%$25.3M$27.2M+$1.9M2026-11-06
Cornerstone Advisors Asset Management, LLC
DECREASED823,694943,797-120,103-13%$31.8M$26.4M-$5.4M2026-11-06
Great Point Wealth Advisors, LLC
INCREASED727,842687,937+39,905+6%$23.2M$23.3M+$119.8K2026-10-15
Commonwealth Equity Services, LLC
INCREASED667,208634,309+32,899+5%$21.4M$21.4M-$14.4K2026-11-02
HB Wealth Management, LLC
DECREASED613,7861,077,974-464,188-43%$36.4M$19.7M-$16.7M2026-10-23
Condor Capital Management
INCREASED441,745421,983+19,762+5%$14.2M$14.2M-$77.7K2026-11-06
Spire Wealth Management
DECREASED362,175713,501-351,326-49%$24.1M$11.6M-$12.5M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED361,6056,686+354,919+5308%$225.6K$11.6M+$11.4M2026-10-16
Private Client Services, LLC
INCREASED264,447248,705+15,742+6%$8.4M$8.5M+$85.4K2026-10-02
Apella Capital, LLC
INCREASED229,886183,718+46,168+25%$6.2M$7.4M+$1.2M2026-10-08
Bensler, LLC
DECREASED229,408292,610-63,202-22%$9.9M$7.4M-$2.5M2026-11-05
Iron Financial LLC
INCREASED196,112194,088+2,024+1%$6.5M$6.3M-$262.1K2026-10-23
MBE Wealth Management, LLC
INCREASED169,452162,492+6,960+4%$5.5M$5.4M-$50.7K2026-10-26
Strid Group, LLC
INCREASED167,278163,558+3,720+2%$5.5M$5.4M-$156.4K2026-10-28
Freedom Financial Partners LLC
INCREASED146,086138,907+7,179+5%$4.7M$4.7M-$4.0K2026-10-19
United Advisor Group, LLC
INCREASED142,230138,512+3,718+3%$4.7M$4.6M-$114.2K2026-11-03
Central Trust Co
INCREASED102,42996,127+6,302+7%$3.2M$3.3M+$40.0K2026-11-05
Legacy Solutions, LLC
INCREASED100,25690,400+9,856+11%$3.0M$3.2M+$163.6K2026-10-07
First Heartland Consultants, Inc.
DECREASED49,07049,675-605-1%$1.7M$1.6M-$103.1K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED47,58646,016+1,570+3%$1.6M$1.5M-$27.2K2026-11-06
Davenport & Co LLC
DECREASED23,80883,321-59,513-71%$2.8M$763.1K-$2.0M2026-10-14
Westside Investment Management, Inc.
DECREASED23,18523,635-450-2%$797.3K$743.1K-$54.2K2026-11-02
Mann Financial Group, Inc.
DECREASED21,20130,621-9,420-31%$1.0M$679.5K-$353.5K2026-10-15
Fermata Advisors, LLC
INCREASED15,88412,417+3,467+28%$418.9K$509.1K+$90.2K2026-10-13
Victory Financial Group, LLC
DECREASED15,39015,686-296-2%$529.2K$493.3K-$35.9K2026-10-27
Golden State Wealth Management, LLC
DECREASED15,26616,828-1,562-9%$567.7K$489.3K-$78.4K2026-11-02
MSH Capital Advisors LLC
DECREASED14,84116,547-1,706-10%$558.2K$475.7K-$82.6K2026-11-03
Veracity Capital LLC
NEW14,719—+14,719——$471.7K—2026-10-08
Sovran Advisors, LLC
DECREASED10,97012,001-1,031-9%$401.6K$356.7K-$44.8K2026-11-02
Allworth Financial LP
UNCHANGED10,94010,94000%$369.1K$369.1K$02026-11-06
StoneX Group Inc.
NEW10,803—+10,803——$346.2K—2026-11-03
Stonehearth Capital Management, LLC
DECREASED9,6209,704-84-1%$327.4K$308.3K-$19.1K2026-10-13
Signature Estate & Investment Advisors LLC
UNCHANGED8,4938,49300%$286.5K$272.2K-$14.3K2026-10-13
First Citizens Bank & Trust Co
NEW8,458—+8,458——$271.1K—2026-10-14
Landmark Wealth Management, LLC
NEW8,093—+8,093——$259.4K—2026-11-03
Vise Technologies, Inc.
INCREASED8,0546,952+1,102+16%$234.5K$258.1K+$23.6K2026-10-29
Sanchez Wealth Management Group
DECREASED8,029259,710-251,681-97%$8.8M$257.3K-$8.5M2026-11-02
May Hill Capital, LLC
INCREASED7,9267,344+582+8%$247.8K$254.0K+$6.3K2026-11-03
Fifth Third Bancorp
INCREASED7,4386,555+883+13%$221.1K$238.4K+$17.3K2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED7,3747,37400%$248.8K$236.3K-$12.4K2026-10-07
Krilogy Financial LLC
UNCHANGED6,5306,53000%$220.3K$210.0K-$10.3K2026-10-13
International Assets Investment Management, LLC
INCREASED6,3784,531+1,847+41%$152.6K$204.8K+$52.2K2026-11-02
Farther Finance Advisors, LLC
DECREASED6,3589,500-3,142-33%$320.5K$203.8K-$116.7K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED6,3056,303+2+0%$212.6K$202.1K-$10.6K2026-10-21
Barnes Dennig Private Wealth Management LLC
DECREASED2,9225,718-2,796-49%$192.9K$93.7K-$99.2K2026-10-30
Salomon & Ludwin, LLC
UNCHANGED2,4162,41600%$81.3K$77.4K-$3.9K2026-10-29
Larson Financial Group LLC
INCREASED2,3802,353+27+1%$79.4K$76.3K-$3.1K2026-11-05
Root Financial Partners, LLC
NEW2,229—+2,229——$71.4K—2026-10-21
Investors Research Corp
UNCHANGED87687600%$29.6K$28.1K-$1.5K2026-10-07
Assetmark, Inc
INCREASED768134+634+473%$4.5K$24.6K+$20.1K2026-10-21
US Bancorp \de\
UNCHANGED62162100%$20.9K$19.9K-$1.0K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED29629600%$10.0K$9.5K-$4992026-11-06
Cassaday & Co Wealth Management LLC
NEW169—+169——$5.4K—2026-10-27
Carolina Wealth Advisors, LLC
NEW140—+140——$4.5K—2026-10-23
Private Trust Co NA
UNCHANGED14014000%$4.7K$4.5K-$2362026-10-20
Lloyd Advisory Services, Llc.
UNCHANGED838300%$2.8K$2.7K-$1232026-11-02
Networth Advisors, LLC
INCREASED4948+1+2%$1.6K$1.6K-$632026-11-03
Kingdom Financial Group Llc.
DECREASED46-2-33%$205$142-$632026-11-04
Atticus Wealth Management, LLC
CLOSED0507,709-507,709-100%$17.1M$0-$17.1M2026-10-20
Kestra Advisory Services, LLC
CLOSED019,877-19,877-100%$670.6K$0-$670.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED06,284-6,284-100%$212.0K$0-$212.0K2026-11-02
Inspirion Wealth Advisors, LLC
CLOSED06,175-6,175-100%$207.9K$0-$207.9K2026-10-09
AdvisorNet Financial, Inc
CLOSED05,437-5,437-100%$183.4K$0-$183.4K2026-10-15
Investment Research & Advisory Group, Inc.
CLOSED01,287-1,287-100%$43.4K$0-$43.4K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0260-260-100%$8.8K$0-$8.8K2026-10-14
Hartford Funds Management Co LLC
N/A—13,716,346-13,716,346-100%$462.7M———
Bank of Montreal
N/A—9,895,819-9,895,819-100%$333.8M———
Northwestern Mutual Wealth Management Co
N/A—2,698,637-2,698,637-100%$91.0M———
Bank of America Corp
N/A—2,097,045-2,097,045-100%$70.7M———
Evolve Private Wealth, LLC
N/A—1,508,341-1,508,341-100%$51.1M———
UBS Group AG
N/A—1,210,096-1,210,096-100%$40.8M———
Raymond James Financial Inc
N/A—1,042,571-1,042,571-100%$35.2M———
Berger Financial Group, Inc
N/A—978,480-978,480-100%$33.0M———
HighTower Advisors, LLC
N/A—908,214-908,214-100%$30.6M———
Jones Financial Companies Lllp
N/A—850,737-850,737-100%$28.9M———
National Philanthropic Trust
N/A—722,126-722,126-100%$24.4M———
Brio Consultants, LLC
N/A—528,257-528,257-100%$17.8M———
JPMorgan Chase & Co
N/A—503,037-503,037-100%$17.0M———
Rehmann Capital Advisory Group
N/A—469,691-469,691-100%$15.8M———
Osaic Holdings, Inc.
N/A—454,329-454,329-100%$15.3M———
Royal Bank of Canada
N/A—441,964-441,964-100%$14.9M———
Captrust Financial Advisors
N/A—431,689-431,689-100%$14.6M———
Prairieview Wealth Partners, LLC
N/A—396,778-396,778-100%$13.4M———
WCG Wealth Advisors LLC
N/A—392,209-392,209-100%$13.2M———
Steward Partners Investment Advisory, LLC
N/A—360,246-360,246-100%$12.2M———
Private Advisor Group, LLC
N/A—283,260-283,260-100%$9.6M———
Integrated Wealth Concepts LLC
N/A—263,684-263,684-100%$8.9M———
Sanctuary Advisors, LLC
N/A—242,117-242,117-100%$8.2M———
Stifel Financial Corp
N/A—178,470-178,470-100%$6.0M———
Integrity Financial Corp
N/A—171,669-171,669-100%$5.8M———
CFO4Life Group, LLC
N/A—123,973-123,973-100%$4.2M———
Cetera Investment Advisers
N/A—115,905-115,905-100%$3.9M———
Mariner, LLC
N/A—106,238-106,238-100%$3.6M———
Kingsview Wealth Management, LLC
N/A—93,289-93,289-100%$3.1M———
Baird Financial Group, Inc.
N/A—82,059-82,059-100%$2.8M———
Marshall Financial Group, LLC
N/A—73,571-73,571-100%$2.5M———
Citadel Advisors LLC
N/A—68,459-68,459-100%$2.3M———
Alongside, LLC
N/A—67,919-67,919-100%$2.3M———
49 Wealth Management, LLC
N/A—67,919-67,919-100%$2.3M———
Envestnet Asset Management Inc
N/A—50,427-50,427-100%$1.7M———
Gotham Asset Management, LLC
N/A—43,631-43,631-100%$1.5M———
Clarendon Private LLC
N/A—43,410-43,410-100%$1.5M———
Natixis Advisors, LLC
N/A—40,447-40,447-100%$1.4M———
Laraway Financial Advisors Inc
N/A—34,934-34,934-100%$1.2M———
&partners
N/A—28,123-28,123-100%$948.7K———
NewEdge Advisors, LLC
N/A—22,681-22,681-100%$765.1K———
Nuveen, LLC
N/A—17,625-17,625-100%$594.6K———
Rockefeller Capital Management L.P.
N/A—15,471-15,471-100%$521.9K———
Beacon Pointe Advisors, LLC
N/A—14,522-14,522-100%$489.9K———
Advance Capital Management, Inc.
N/A—13,894-13,894-100%$468.7K———
AQR Capital Management LLC
N/A—13,069-13,069-100%$440.9K———
Prostatis Group LLC
N/A—10,191-10,191-100%$343.8K———
MAI Capital Management
N/A—9,975-9,975-100%$336.5K———
Keel Point, LLC
N/A—7,148-7,148-100%$241.1K———
Glassman Wealth Services
N/A—3,687-3,687-100%$124.4K———
Global Retirement Partners, LLC
N/A—3,538-3,538-100%$119.4K———
Harborfront Financial Group LLC
N/A—2,448-2,448-100%$82.6K———
AE Wealth Management LLC
N/A—1,901-1,901-100%$64.1K———
Morgan Stanley
N/A—1,591-1,591-100%$53.7K———
Wells Fargo & Company
N/A—950-950-100%$32.0K———
N.E.W. Advisory Services LLC
N/A—427-427-100%$14.4K———
Strategic Wealth Partners, Ltd.
N/A—72-72-100%$2.4K———
Capital Analysts, LLC
N/A—43-43-100%$1———
Harbour Investments, Inc.
N/A—19-19-100%$641———
BNP Paribas Financial Markets
N/A—10-10-100%$337———
Showing 131 of 131 institutions