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Vistashares AIS ETF (AIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares571,389 from 443,558
Change+127,831 (+29%)
Value$42.7M (+$4.9M)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares276,731 from 396,371
Change-119,640 (-30%)
Value$20.7M (-$13.1M)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
DECREASED
Shares254,297 from 320,441
Change-66,144 (-21%)
Value$19.0M (-$8.3M)
Filed 2026-10-22
Altfest L J & Co Inc
NEW
Shares121,767
Change+121,767
Value$9.1M
Filed 2026-10-27
Retirement Financial Solutions, LLC
NEW
Shares110,864
Change+110,864
Value$8.3M
Filed 2026-10-20
Carter Financial Group, Inc.
INCREASED
Shares79,935 from 78,482
Change+1,453 (+2%)
Value$6.0M (-$722.5K)
Filed 2026-10-21
SFI Advisors, LLC
DECREASED
Shares78,717 from 79,632
Change-915 (-1%)
Value$5.9M (-$911.6K)
Filed 2026-10-30
Noble Wealth Management PBC
INCREASED
Shares60,095 from 58,079
Change+2,016 (+3%)
Value$4.5M (-$464.4K)
Filed 2026-10-01
Mather Group, Llc.
DECREASED
Shares59,559 from 61,272
Change-1,713 (-3%)
Value$4.5M (-$776.9K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
NEW
Shares52,833
Change+52,833
Value$3.9M
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares51,909 from 48,559
Change+3,350 (+7%)
Value$3.9M (-$264.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares48,689 from 36,997
Change+11,692 (+32%)
Value$3.6M (+$481.8K)
Filed 2026-11-02
Berbice Capital Management LLC
INCREASED
Shares47,811 from 46,611
Change+1,200 (+3%)
Value$3.6M (-$403.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares34,444 from 29,395
Change+5,049 (+17%)
Value$2.6M (+$66.0K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
NEW
Shares27,580
Change+27,580
Value$2.1M
Filed 2026-10-21
Vista Investment Partners II, LLC
INCREASED
Shares27,226 from 25,822
Change+1,404 (+5%)
Value$2.0M (-$168.5K)
Filed 2026-10-15
VestGen Advisors, LLC
NEW
Shares27,082
Change+27,082
Value$2.0M
Filed 2026-10-27
Curran Financial Partners, LLC
NEW
Shares24,033
Change+24,033
Value$1.8M
Filed 2026-11-04
Aurora Private Wealth, Inc.
INCREASED
Shares22,900 from 20,248
Change+2,652 (+13%)
Value$1.7M (-$16.0K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares22,733 from 32,373
Change-9,640 (-30%)
Value$1.7M (-$803.2K)
Filed 2026-10-13
Wealthstar Advisors, LLC
DECREASED
Shares14,768 from 14,968
Change-200 (-1%)
Value$1.1M (-$173.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares13,094 from 9,147
Change+3,947 (+43%)
Value$978.4K (+$198.1K)
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares12,757 from 9,897
Change+2,860 (+29%)
Value$953.2K (+$108.9K)
Filed 2026-11-04
ATX Financial Planning, LLC
DECREASED
Shares10,907 from 17,355
Change-6,448 (-37%)
Value$815.0K (-$665.6K)
Filed 2026-10-14
Willner & Heller, LLC
DECREASED
Shares10,331 from 10,941
Change-610 (-6%)
Value$771.9K (-$161.4K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares10,043 from 9,129
Change+914 (+10%)
Value$750.4K (-$28.4K)
Filed 2026-11-04
Prosperitas Financial LLC
NEW
Shares9,216
Change+9,216
Value$688.6K
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares9,073 from 9,187
Change-114 (-1%)
Value$677.9K (-$105.8K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares8,703 from 8,241
Change+462 (+6%)
Value$650.3K (-$52.8K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
INCREASED
Shares8,377 from 7,777
Change+600 (+8%)
Value$626.0K (+$102.7K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares7,924 from 6,204
Change+1,720 (+28%)
Value$603.3K (+$110.2K)
Filed 2026-11-02
4Wealth Advisors, Inc.
NEW
Shares7,844
Change+7,844
Value$590.0K
Filed 2026-10-13
Grange Capital, LLC
INCREASED
Shares7,703 from 6,754
Change+949 (+14%)
Value$575.6K (-$616)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares7,103
Change+7,103
Value$530.7K
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares7,056 from 7,057
Change-1 (0%)
Value$527.2K (-$74.8K)
Filed 2026-11-04
Paladin Wealth, LLC
DECREASED
Shares6,380 from 7,212
Change-832 (-12%)
Value$476.7K (-$138.5K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
NEW
Shares5,945
Change+5,945
Value$444.2K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares4,591
Change+4,591
Value$343.0K
Filed 2026-11-06
D.A. Davidson & Co.
NEW
Shares4,586
Change+4,586
Value$342.7K
Filed 2026-10-28
Strategy Asset Managers LLC
DECREASED
Shares4,493 from 4,627
Change-134 (-3%)
Value$335.7K (-$59.0K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares4,128 from 4,031
Change+97 (+2%)
Value$308.4K (-$35.5K)
Filed 2026-11-02
Ignite Planners, LLC
NEW
Shares4,019
Change+4,019
Value$300.3K
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares3,944 from 3,304
Change+640 (+19%)
Value$294.7K (+$12.8K)
Filed 2026-11-05
Third View Private Wealth, LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$273.1K (-$38.7K)
Filed 2026-10-30
Trademark Financial Management, LLC
INCREASED
Shares3,175 from 2,925
Change+250 (+9%)
Value$237.2K (-$12.3K)
Filed 2026-10-23
Aspirean Wealth, LLC
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$236.3K (-$33.5K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
NEW
Shares3,100
Change+3,100
Value$231.6K
Filed 2026-10-15
WT Wealth Management
NEW
Shares2,964
Change+2,964
Value$221.5K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares2,951 from 2,898
Change+53 (+2%)
Value$220.5K (-$26.7K)
Filed 2026-10-08
Vise Technologies, Inc.
NEW
Shares2,895
Change+2,895
Value$216.3K
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares2,872 from 2,873
Change-1 (0%)
Value$214.6K (-$30.5K)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
NEW
Shares2,760
Change+2,760
Value$206.2K
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares2,422
Change+2,422
Value$181.0K
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares2,270 from 2,000
Change+270 (+14%)
Value$169.6K (-$1.0K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
NEW
Shares1,547
Change+1,547
Value$115.6K
Filed 2026-10-09
PNC Financial Services Group, Inc.
INCREASED
Shares1,172 from 726
Change+446 (+61%)
Value$87.6K (+$25.6K)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$29.9K (-$4.2K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$29.9K (-$4.2K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$34.0K ($0)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.4K (-$3.2K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares153 from 49
Change+104 (+212%)
Value$11.4K (+$7.3K)
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares140 from 107
Change+33 (+31%)
Value$10.5K (+$1.3K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares130
Change+130
Value$9.7K
Filed 2026-11-04
Assetmark, Inc
NEW
Shares35
Change+35
Value$2.6K
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.1K (-$297)
Filed 2026-10-14
Wolff Wiese Magana LLC
INCREASED
Shares20 from 15
Change+5 (+33%)
Value$1.5K (+$215)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares15
Change+15
Value$1.1K
Filed 2026-10-21
Client First Investment Management LLC
CLOSED
Shares0 from 30,921
Change-30,921 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
Howard Capital Management, LLC
CLOSED
Shares0 from 9,839
Change-9,839 (-100%)
Value$0 (-$839.4K)
Filed 2026-10-16
Sylvest Advisors, LLC
CLOSED
Shares0 from 5,382
Change-5,382 (-100%)
Value$0 (-$459.1K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 2,793
Change-2,793 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-30
Fusion Capital, LLC
CLOSED
Shares0 from 2,451
Change-2,451 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-28
SteelPeak Wealth, LLC
CLOSED
Shares0 from 2,350
Change-2,350 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-20
Lanark Financial, Inc.
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-26
Mainstay Capital Management LLC
N/A
Shares— from 338,658
Change-338,658 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 143,420
Change-143,420 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 112,502
Change-112,502 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 110,584
Change-110,584 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,051
Change-99,051 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,119
Change-82,119 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 57,796
Change-57,796 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 55,722
Change-55,722 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 51,757
Change-51,757 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,262
Change-45,262 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 41,631
Change-41,631 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 41,564
Change-41,564 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38,500
Change-38,500 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 37,689
Change-37,689 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 31,440
Change-31,440 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 26,204
Change-26,204 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,204
Change-23,204 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 21,545
Change-21,545 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,325
Change-18,325 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 16,492
Change-16,492 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,085
Change-15,085 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,885
Change-11,885 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,106
Change-8,106 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 933
Change-933 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 499
Change-499 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 494
Change-494 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 318
Change-318 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 194
Change-194 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 124
Change-124 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED571,389443,558+127,831+29%$37.8M$42.7M+$4.9M2026-11-06
Gradient Investments LLC
DECREASED276,731396,371-119,640-30%$33.8M$20.7M-$13.1M2026-10-08
Beaumont Financial Advisors, LLC
DECREASED254,297320,441-66,144-21%$27.3M$19.0M-$8.3M2026-10-22
Altfest L J & Co Inc
NEW121,767—+121,767——$9.1M—2026-10-27
Retirement Financial Solutions, LLC
NEW110,864—+110,864——$8.3M—2026-10-20
Carter Financial Group, Inc.
INCREASED79,93578,482+1,453+2%$6.7M$6.0M-$722.5K2026-10-21
SFI Advisors, LLC
DECREASED78,71779,632-915-1%$6.8M$5.9M-$911.6K2026-10-30
Noble Wealth Management PBC
INCREASED60,09558,079+2,016+3%$5.0M$4.5M-$464.4K2026-10-01
Mather Group, Llc.
DECREASED59,55961,272-1,713-3%$5.2M$4.5M-$776.9K2026-10-14
Gaddis Premier Wealth Advisors LLC
NEW52,833—+52,833——$3.9M—2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED51,90948,559+3,350+7%$4.1M$3.9M-$264.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED48,68936,997+11,692+32%$3.2M$3.6M+$481.8K2026-11-02
Berbice Capital Management LLC
INCREASED47,81146,611+1,200+3%$4.0M$3.6M-$403.9K2026-10-13
Commonwealth Equity Services, LLC
INCREASED34,44429,395+5,049+17%$2.5M$2.6M+$66.0K2026-11-02
Kennedy Investment Group, Inc.
NEW27,580—+27,580——$2.1M—2026-10-21
Vista Investment Partners II, LLC
INCREASED27,22625,822+1,404+5%$2.2M$2.0M-$168.5K2026-10-15
VestGen Advisors, LLC
NEW27,082—+27,082——$2.0M—2026-10-27
Curran Financial Partners, LLC
NEW24,033—+24,033——$1.8M—2026-11-04
Aurora Private Wealth, Inc.
INCREASED22,90020,248+2,652+13%$1.7M$1.7M-$16.0K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED22,73332,373-9,640-30%$2.5M$1.7M-$803.2K2026-10-13
Wealthstar Advisors, LLC
DECREASED14,76814,968-200-1%$1.3M$1.1M-$173.5K2026-10-19
Clear Creek Financial Management, LLC
INCREASED13,0949,147+3,947+43%$780.3K$978.4K+$198.1K2026-10-28
Uptick Partners, LLC
INCREASED12,7579,897+2,860+29%$844.3K$953.2K+$108.9K2026-11-04
ATX Financial Planning, LLC
DECREASED10,90717,355-6,448-37%$1.5M$815.0K-$665.6K2026-10-14
Willner & Heller, LLC
DECREASED10,33110,941-610-6%$933.4K$771.9K-$161.4K2026-10-28
Visionary Wealth Advisors
INCREASED10,0439,129+914+10%$778.8K$750.4K-$28.4K2026-11-04
Prosperitas Financial LLC
NEW9,216—+9,216——$688.6K—2026-10-28
CoreCap Advisors, LLC
DECREASED9,0739,187-114-1%$783.7K$677.9K-$105.8K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED8,7038,241+462+6%$703.0K$650.3K-$52.8K2026-10-21
New England Private Wealth Advisors LLC
INCREASED8,3777,777+600+8%$523.3K$626.0K+$102.7K2026-10-19
International Assets Investment Management, LLC
INCREASED7,9246,204+1,720+28%$493.2K$603.3K+$110.2K2026-11-02
4Wealth Advisors, Inc.
NEW7,844—+7,844——$590.0K—2026-10-13
Grange Capital, LLC
INCREASED7,7036,754+949+14%$576.2K$575.6K-$6162026-10-20
Concurrent Investment Advisors, LLC
NEW7,103—+7,103——$530.7K—2026-10-16
Simplex Trading, LLC
DECREASED7,0567,057-10%$602.0K$527.2K-$74.8K2026-11-04
Paladin Wealth, LLC
DECREASED6,3807,212-832-12%$615.3K$476.7K-$138.5K2026-10-23
SAX Wealth Advisors, LLC
NEW5,945—+5,945——$444.2K—2026-10-13
Kestra Private Wealth Services, LLC
NEW4,591—+4,591——$343.0K—2026-11-06
D.A. Davidson & Co.
NEW4,586—+4,586——$342.7K—2026-10-28
Strategy Asset Managers LLC
DECREASED4,4934,627-134-3%$394.7K$335.7K-$59.0K2026-10-14
Creative Planning
INCREASED4,1284,031+97+2%$343.9K$308.4K-$35.5K2026-11-02
Ignite Planners, LLC
NEW4,019—+4,019——$300.3K—2026-10-14
WealthCare Investment Partners, LLC
INCREASED3,9443,304+640+19%$281.9K$294.7K+$12.8K2026-11-05
Third View Private Wealth, LLC
UNCHANGED3,6553,65500%$311.8K$273.1K-$38.7K2026-10-30
Trademark Financial Management, LLC
INCREASED3,1752,925+250+9%$249.5K$237.2K-$12.3K2026-10-23
Aspirean Wealth, LLC
UNCHANGED3,1633,16300%$269.8K$236.3K-$33.5K2026-11-03
Kellett Wealth Advisors, LLC
NEW3,100—+3,100——$231.6K—2026-10-15
WT Wealth Management
NEW2,964—+2,964——$221.5K—2026-10-13
Farther Finance Advisors, LLC
INCREASED2,9512,898+53+2%$247.2K$220.5K-$26.7K2026-10-08
Vise Technologies, Inc.
NEW2,895—+2,895——$216.3K—2026-10-29
Perigon Wealth Management, LLC
DECREASED2,8722,873-10%$245.1K$214.6K-$30.5K2026-10-22
Benchmark Financial Wealth Advisors, LLC
NEW2,760—+2,760——$206.2K—2026-10-20
Balance Wealth Partners LLC
NEW2,422—+2,422——$181.0K—2026-10-27
Creative Financial Designs Inc
INCREASED2,2702,000+270+14%$170.6K$169.6K-$1.0K2026-11-04
Armstrong Advisory Group, Inc
NEW1,547—+1,547——$115.6K—2026-10-09
PNC Financial Services Group, Inc.
INCREASED1,172726+446+61%$61.9K$87.6K+$25.6K2026-11-06
Spire Wealth Management
UNCHANGED40040000%$34.1K$29.9K-$4.2K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED40040000%$34.1K$29.9K-$4.2K2026-10-15
Allworth Financial LP
UNCHANGED39939900%$34.0K$34.0K$02026-11-06
Clearstead Advisors, LLC
UNCHANGED30030000%$25.6K$22.4K-$3.2K2026-11-06
IFP Advisors, Inc
INCREASED15349+104+212%$4.2K$11.4K+$7.3K2026-10-16
Reap Financial Group, LLC
INCREASED140107+33+31%$9.2K$10.5K+$1.3K2026-11-02
Nova Financial LLC
NEW130—+130——$9.7K—2026-11-04
Assetmark, Inc
NEW35—+35——$2.6K—2026-10-21
Triumph Capital Management
UNCHANGED282800%$2.4K$2.1K-$2972026-10-14
Wolff Wiese Magana LLC
INCREASED2015+5+33%$1.3K$1.5K+$2152026-10-15
Root Financial Partners, LLC
NEW15—+15——$1.1K—2026-10-21
Client First Investment Management LLC
CLOSED030,921-30,921-100%$2.6M$0-$2.6M2026-10-09
Howard Capital Management, LLC
CLOSED09,839-9,839-100%$839.4K$0-$839.4K2026-10-16
Sylvest Advisors, LLC
CLOSED05,382-5,382-100%$459.1K$0-$459.1K2026-10-26
Capital Investment Advisory Services, LLC
CLOSED02,793-2,793-100%$238.3K$0-$238.3K2026-10-30
Fusion Capital, LLC
CLOSED02,451-2,451-100%$209.1K$0-$209.1K2026-10-28
SteelPeak Wealth, LLC
CLOSED02,350-2,350-100%$200.5K$0-$200.5K2026-10-16
Robinswood Financial LLC
CLOSED0355-355-100%$30.3K$0-$30.3K2026-10-20
Lanark Financial, Inc.
CLOSED0183-183-100%$15.6K$0-$15.6K2026-10-26
Mainstay Capital Management LLC
N/A—338,658-338,658-100%$28.9M———
Tyche Wealth Partners LLC
N/A—143,420-143,420-100%$12.2M———
Marshall Wace, LLP
N/A—112,502-112,502-100%$9.6M———
FWG Holdings, LLC
N/A—110,584-110,584-100%$7.4M———
NewEdge Advisors, LLC
N/A—99,051-99,051-100%$8.5M———
MML Investors Services, LLC
N/A—82,119-82,119-100%$7.0M———
Mattson Financial Services, LLC
N/A—57,796-57,796-100%$3.9M———
Envestnet Asset Management Inc
N/A—55,722-55,722-100%$4.8M———
Susquehanna International Group, LLP
N/A—51,757-51,757-100%$4.4M———
Kingsview Wealth Management, LLC
N/A—45,262-45,262-100%$3.9M———
GTS Securities LLC
N/A—41,631-41,631-100%$3.6M———
Brookwood Investment Group LLC
N/A—41,564-41,564-100%$3.5M———
Arax Advisory Partners
N/A—38,500-38,500-100%$3.3M———
Bleakley Financial Group, LLC
N/A—37,689-37,689-100%$3.2M———
Gladstone Institutional Advisory LLC
N/A—31,440-31,440-100%$2.7M———
Silver OAK Securities, Incorporated
N/A—26,204-26,204-100%$2.2M———
Equitable Holdings, Inc.
N/A—23,204-23,204-100%$2.0M———
Per Stirling Capital Management, Llc.
N/A—21,545-21,545-100%$1.8M———
Bank of America Corp
N/A—18,325-18,325-100%$1.6M———
Mariner, LLC
N/A—17,000-17,000-100%$1.5M———
Tidal Investments LLC
N/A—16,492-16,492-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—15,085-15,085-100%$1.3M———
World Investment Advisors
N/A—13,158-13,158-100%$551.5K———
National Philanthropic Trust
N/A—13,137-13,137-100%$1.1M———
WCG Wealth Advisors LLC
N/A—11,885-11,885-100%$1.0M———
D. E. Shaw & Co., Inc.
N/A—9,222-9,222-100%$786.7K———
Summit Financial, LLC
N/A—8,132-8,132-100%$693.7K———
NewEdge Wealth, LLC
N/A—8,106-8,106-100%$691.5K———
Jane Street Group, LLC
N/A—7,781-7,781-100%$663.8K———
Beck Capital Management, LLC
N/A—6,769-6,769-100%$577.5K———
JPMorgan Chase & Co
N/A—6,757-6,757-100%$555.6K———
Seven Springs Wealth Group, LLC
N/A—6,311-6,311-100%$538.4K———
Citadel Advisors LLC
N/A—5,893-5,893-100%$502.7K———
Sankala Group LLC
N/A—5,796-5,796-100%$402.9K———
Oxinas Partners, LLC
N/A—4,400-4,400-100%$375.4K———
Slagle Financial, LLC
N/A—4,282-4,282-100%$365.3K———
TFR Capital, Llc.
N/A—4,280-4,280-100%$365.1K———
Brown Financial Advisors
N/A—4,268-4,268-100%$364.1K———
Stifel Financial Corp
N/A—4,051-4,051-100%$345.6K———
Janney Montgomery Scott LLC
N/A—4,000-4,000-100%$341.0K———
Focus Partners Advisor Solutions, LLC
N/A—3,926-3,926-100%$334.9K———
Fiduciary Financial Advisors
N/A—3,728-3,728-100%$317.8K———
Advisory Services Network, LLC
N/A—3,619-3,619-100%$308.7K———
Kovack Advisors, Inc.
N/A—3,615-3,615-100%$303.4K———
Kintra Wealth, LLC
N/A—3,424-3,424-100%$246.9K———
Berkeley Capital Partners, LLC
N/A—3,421-3,421-100%$291.8K———
XTX Topco Ltd
N/A—3,095-3,095-100%$264.0K———
Round Rock Advisors LLC
N/A—2,773-2,773-100%$236.6K———
Baldwin Investment Management, LLC
N/A—2,700-2,700-100%$230.3K———
UBS Group AG
N/A—2,615-2,615-100%$223.1K———
Foundations Investment Advisors, LLC
N/A—2,533-2,533-100%$216.1K———
Group One Trading LLC
N/A—1,053-1,053-100%$89.8K———
Harbour Investments, Inc.
N/A—1,029-1,029-100%$87.8K———
Orion Capital Management LLC
N/A—1,000-1,000-100%$85.3K———
Morgan Stanley
N/A—933-933-100%$79.6K———
Steward Partners Investment Advisory, LLC
N/A—665-665-100%$56.7K———
Osbon Capital Management LLC
N/A—592-592-100%$50.5K———
Royal Bank of Canada
N/A—499-499-100%$43.0K———
National Bank of Canada
N/A—494-494-100%$42.1K———
Osaic Holdings, Inc.
N/A—353-353-100%$30.1K———
Tower Research Capital LLC (TRC)
N/A—318-318-100%$27.1K———
Regatta Research & Money Management
N/A—194-194-100%$16.6K———
Mcguire Capital Advisors Inc
N/A—124-124-100%$10.6K———
Hollencrest Capital Management
N/A—100-100-100%$8.5K———
Atomic Invest LLC
N/A—4-4-100%$305———
Showing 140 of 140 institutions