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Nyli Mackay Muni Intrm ETF (MMIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares2,650,672 from 2,659,925
Change-9,253 (0%)
Value$60.6M (-$4.1M)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares1,432,699 from 1,393,510
Change+39,189 (+3%)
Value$32.8M (-$1.2M)
Filed 2026-10-22
Smith & Howard Wealth Management, LLC
INCREASED
Shares937,023 from 84,916
Change+852,107 (+1003%)
Value$21.4M (+$19.4M)
Filed 2026-10-27
Lebenthal Global Advisors, LLC
INCREASED
Shares861,621 from 663,814
Change+197,807 (+30%)
Value$19.7M (+$3.6M)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares744,372 from 372,122
Change+372,250 (+100%)
Value$17.0M (+$8.0M)
Filed 2026-10-13
Vicus Capital
INCREASED
Shares509,679 from 391,315
Change+118,364 (+30%)
Value$11.7M (+$2.1M)
Filed 2026-11-05
Invenio Wealth Partners LLC
INCREASED
Shares478,468 from 461,315
Change+17,153 (+4%)
Value$10.9M (-$285.7K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares460,915 from 459,502
Change+1,413 (+0%)
Value$10.5M (-$643.1K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
INCREASED
Shares437,755 from 358,065
Change+79,690 (+22%)
Value$10.0M (+$1.3M)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares343,009 from 345,958
Change-2,949 (-1%)
Value$7.8M (-$576.0K)
Filed 2026-10-13
GGM Financial LLC
INCREASED
Shares330,670 from 286,032
Change+44,638 (+16%)
Value$7.6M (+$600.9K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares324,613 from 319,484
Change+5,129 (+2%)
Value$7.4M (-$352.3K)
Filed 2026-10-30
Hudock, Inc.
DECREASED
Shares314,151 from 413,499
Change-99,348 (-24%)
Value$7.2M (-$2.9M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares295,326 from 275,944
Change+19,382 (+7%)
Value$6.8M (+$77.6K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares284,722 from 154,889
Change+129,833 (+84%)
Value$6.5M (+$2.7M)
Filed 2026-10-23
Clear Trail Advisors, LLC
INCREASED
Shares258,042 from 256,024
Change+2,018 (+1%)
Value$5.9M (-$330.2K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares206,684 from 182,366
Change+24,318 (+13%)
Value$4.7M (+$288.3K)
Filed 2026-10-30
46 Peaks LLC
INCREASED
Shares187,609 from 183,900
Change+3,709 (+2%)
Value$4.3M (-$171.9K)
Filed 2026-11-03
Elyxium Wealth, LLC
DECREASED
Shares171,885 from 308,739
Change-136,854 (-44%)
Value$3.9M (-$3.6M)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares156,898 from 203,471
Change-46,573 (-23%)
Value$3.6M (-$1.4M)
Filed 2026-11-05
Evergreen Private Wealth LLC
DECREASED
Shares155,917 from 157,574
Change-1,657 (-1%)
Value$3.6M (-$269.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares155,110 from 164,655
Change-9,545 (-6%)
Value$3.5M (-$460.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares122,755 from 140,118
Change-17,363 (-12%)
Value$2.8M (-$575.0K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
DECREASED
Shares111,208 from 153,847
Change-42,639 (-28%)
Value$2.5M (-$1.2M)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares109,499 from 105,631
Change+3,868 (+4%)
Value$2.5M (-$66.3K)
Filed 2026-10-19
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares103,845 from 103,845
Change0 (0%)
Value$2.4M (-$152.7K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
DECREASED
Shares101,031 from 162,453
Change-61,422 (-38%)
Value$2.3M (-$1.6M)
Filed 2026-11-03
Legacy Financial Strategies, LLC
DECREASED
Shares99,880 from 102,794
Change-2,914 (-3%)
Value$2.3M (-$217.8K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares98,857 from 91,400
Change+7,457 (+8%)
Value$2.3M (+$36.3K)
Filed 2026-10-08
Davenport & Co LLC
INCREASED
Shares89,979 from 84,804
Change+5,175 (+6%)
Value$2.1M (-$6.3K)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares78,851 from 73,745
Change+5,106 (+7%)
Value$1.8M (+$8.4K)
Filed 2026-10-27
Curran Financial Partners, LLC
INCREASED
Shares77,952 from 67,524
Change+10,428 (+15%)
Value$1.8M (+$139.3K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares73,904 from 78,964
Change-5,060 (-6%)
Value$1.7M (-$231.9K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares73,540 from 70,053
Change+3,487 (+5%)
Value$1.7M (-$23.2K)
Filed 2026-10-29
Landmark Wealth Management, LLC
DECREASED
Shares67,733 from 90,427
Change-22,694 (-25%)
Value$1.5M (-$652.2K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares67,186 from 72,243
Change-5,057 (-7%)
Value$1.5M (-$221.9K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares65,170 from 68,489
Change-3,319 (-5%)
Value$1.5M (-$176.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares64,035 from 63,625
Change+410 (+1%)
Value$1.5M (-$84.1K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares57,678 from 53,823
Change+3,855 (+7%)
Value$1.3M (+$9.0K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares48,716 from 46,805
Change+1,911 (+4%)
Value$1.1M (-$25.1K)
Filed 2026-11-05
Narus Financial Partners, LLC
UNCHANGED
Shares42,938 from 42,938
Change0 (0%)
Value$982.4K (-$63.1K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares41,916 from 41,916
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-26
Daymark Wealth Partners, LLC
INCREASED
Shares40,452 from 10,280
Change+30,172 (+294%)
Value$925.6K (+$675.2K)
Filed 2026-11-04
Frontier Asset Management, LLC
INCREASED
Shares38,872 from 37,469
Change+1,403 (+4%)
Value$889.4K (-$23.0K)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
DECREASED
Shares38,678 from 46,732
Change-8,054 (-17%)
Value$885.0K (-$253.0K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares36,696 from 36,136
Change+560 (+2%)
Value$839.6K (-$40.3K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares36,139 from 32,902
Change+3,237 (+10%)
Value$826.9K (+$25.7K)
Filed 2026-10-09
TD Private Client Wealth LLC
INCREASED
Shares30,705 from 30,047
Change+658 (+2%)
Value$702.5K (-$29.1K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
NEW
Shares29,140
Change+29,140
Value$666.7K
Filed 2026-10-08
Diversified Portfolios, Inc.
INCREASED
Shares28,138 from 25,683
Change+2,455 (+10%)
Value$643.8K (+$18.4K)
Filed 2026-11-04
BCS Wealth Management
INCREASED
Shares26,430 from 25,737
Change+693 (+3%)
Value$604.7K (-$22.0K)
Filed 2026-11-03
Stronghold Wealth Management L.L.C.
INCREASED
Shares26,363 from 24,024
Change+2,339 (+10%)
Value$603.2K (+$18.2K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,873 from 19,847
Change+6,026 (+30%)
Value$592.0K (+$109.0K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares25,785 from 21,189
Change+4,596 (+22%)
Value$590.0K (+$74.0K)
Filed 2026-11-03
KFG Wealth Management, LLC
UNCHANGED
Shares25,577 from 25,577
Change0 (0%)
Value$585.2K (-$37.6K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares24,497 from 20,040
Change+4,457 (+22%)
Value$560.5K (+$72.5K)
Filed 2026-11-05
Acorn Creek Capital LLC
NEW
Shares23,953
Change+23,953
Value$548.0K
Filed 2026-11-05
Retirement Planning Group, LLC
NEW
Shares22,937
Change+22,937
Value$524.8K
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares21,809 from 14,715
Change+7,094 (+48%)
Value$499.0K (+$140.7K)
Filed 2026-10-20
Swmg, LLC
DECREASED
Shares20,899 from 25,604
Change-4,705 (-18%)
Value$491.1K (-$130.5K)
Filed 2026-10-23
Saxon Interests, Inc.
UNCHANGED
Shares18,407 from 18,407
Change0 (0%)
Value$421.2K (-$27.1K)
Filed 2026-10-26
Sunpointe, LLC
DECREASED
Shares18,001 from 18,369
Change-368 (-2%)
Value$411.9K (-$35.4K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares16,978
Change+16,978
Value$388.5K
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares16,833 from 16,765
Change+68 (+0%)
Value$385.1K (-$23.1K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
DECREASED
Shares14,218 from 22,313
Change-8,095 (-36%)
Value$325.3K (-$218.0K)
Filed 2026-11-03
Friday Financial
UNCHANGED
Shares14,083 from 14,083
Change0 (0%)
Value$324.5K (-$18.2K)
Filed 2026-10-09
Thrivent Financial for Lutherans
DECREASED
Shares13,472 from 15,746
Change-2,274 (-14%)
Value$310.0K (-$73.0K)
Filed 2026-11-05
Bill Few Associates, Inc.
UNCHANGED
Shares13,132 from 13,132
Change0 (0%)
Value$300.5K (-$19.3K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares12,748 from 16,822
Change-4,074 (-24%)
Value$291.7K (-$117.9K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares12,558 from 12,444
Change+114 (+1%)
Value$287.3K (-$15.7K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,089 from 9,641
Change+2,448 (+25%)
Value$276.6K (+$41.8K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares11,500
Change+11,500
Value$263.1K
Filed 2026-10-29
Cornerstone Wealth Management, LLC
NEW
Shares10,335
Change+10,335
Value$236.5K
Filed 2026-11-04
MBM Wealth Consultants, LLC
NEW
Shares9,907
Change+9,907
Value$226.7K
Filed 2026-10-20
Matauro, LLC
INCREASED
Shares9,583 from 9,282
Change+301 (+3%)
Value$219.3K (-$6.7K)
Filed 2026-11-03
Claro Advisors Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$205.9K (-$13.2K)
Filed 2026-11-02
Private Trust Co NA
NEW
Shares8,509
Change+8,509
Value$194.7K
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares6,859 from 6,797
Change+62 (+1%)
Value$156.9K (-$8.6K)
Filed 2026-10-21
United Community Bank
INCREASED
Shares5,575 from 5,520
Change+55 (+1%)
Value$127.6K (-$6.9K)
Filed 2026-10-28
Tsfg, LLC
INCREASED
Shares4,424 from 4,422
Change+2 (+0%)
Value$101 (-$107.9K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares3,855 from 1,498
Change+2,357 (+157%)
Value$88.2K (+$51.7K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares3,729 from 3,713
Change+16 (+0%)
Value$85.3K (-$5.1K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares2,623 from 4,373
Change-1,750 (-40%)
Value$60.0K (-$46.5K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares1,689 from 923
Change+766 (+83%)
Value$38.6K (+$16.2K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares1,486 from 3,162
Change-1,676 (-53%)
Value$34.0K (-$43.0K)
Filed 2026-10-28
Kings Path Partners LLC
DECREASED
Shares738 from 828
Change-90 (-11%)
Value$16.9K (-$3.3K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 346,856
Change-346,856 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
CLOSED
Shares0 from 12,141
Change-12,141 (-100%)
Value$0 (-$295.6K)
Filed 2026-10-20
Fluent Financial, LLC
CLOSED
Shares0 from 10,300
Change-10,300 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 10,127
Change-10,127 (-100%)
Value$0 (-$246.6K)
Filed 2026-11-02
Peck Wealth Management, LLC
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$124.2K)
Filed 2026-10-29
First Community Trust NA
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$488)
Filed 2026-10-07
Southern Michigan Bank & Trust
CLOSED
Shares0 from 1,115
Change-1,115 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 6,604,939
Change-6,604,939 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,835,250
Change-3,835,250 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,330,101
Change-3,330,101 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,050,260
Change-3,050,260 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,408,373
Change-2,408,373 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,278,943
Change-2,278,943 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,173,373
Change-2,173,373 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,967,096
Change-1,967,096 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,838,466
Change-1,838,466 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,191,262
Change-1,191,262 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 983,337
Change-983,337 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 729,308
Change-729,308 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 652,258
Change-652,258 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 617,698
Change-617,698 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 596,221
Change-596,221 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 573,580
Change-573,580 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 520,097
Change-520,097 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 514,726
Change-514,726 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 507,293
Change-507,293 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 505,504
Change-505,504 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 440,047
Change-440,047 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 433,968
Change-433,968 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 388,794
Change-388,794 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 300,275
Change-300,275 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 282,152
Change-282,152 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 247,572
Change-247,572 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 206,229
Change-206,229 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 191,882
Change-191,882 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 167,930
Change-167,930 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 154,863
Change-154,863 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 151,813
Change-151,813 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 149,919
Change-149,919 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 147,765
Change-147,765 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 141,878
Change-141,878 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 124,732
Change-124,732 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 91,960
Change-91,960 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 80,737
Change-80,737 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 52,832
Change-52,832 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 51,748
Change-51,748 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,864
Change-46,864 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 44,071
Change-44,071 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 40,160
Change-40,160 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 28,296
Change-28,296 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 27,442
Change-27,442 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,031
Change-27,031 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 23,991
Change-23,991 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,703
Change-23,703 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,371
Change-20,371 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 19,970
Change-19,970 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,339
Change-19,339 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 17,928
Change-17,928 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 16,136
Change-16,136 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,083
Change-15,083 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,653
Change-14,653 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,296
Change-14,296 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 14,208
Change-14,208 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,767
Change-13,767 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 12,064
Change-12,064 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,685
Change-11,685 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 11,383
Change-11,383 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,170
Change-11,170 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 722
Change-722 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 489
Change-489 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Schneider Downs Wealth Management Advisors, LP
DECREASED2,650,6722,659,925-9,2530%$64.8M$60.6M-$4.1M2026-10-27
Midwest Trust Co
INCREASED1,432,6991,393,510+39,189+3%$33.9M$32.8M-$1.2M2026-10-22
Smith & Howard Wealth Management, LLC
INCREASED937,02384,916+852,107+1003%$2.1M$21.4M+$19.4M2026-10-27
Lebenthal Global Advisors, LLC
INCREASED861,621663,814+197,807+30%$16.2M$19.7M+$3.6M2026-10-28
Avior Wealth Management, LLC
INCREASED744,372372,122+372,250+100%$9.1M$17.0M+$8.0M2026-10-13
Vicus Capital
INCREASED509,679391,315+118,364+30%$9.5M$11.7M+$2.1M2026-11-05
Invenio Wealth Partners LLC
INCREASED478,468461,315+17,153+4%$11.2M$10.9M-$285.7K2026-10-20
MassMutual Private Wealth & Trust, FSB
INCREASED460,915459,502+1,413+0%$11.2M$10.5M-$643.1K2026-10-05
Concurrent Investment Advisors, LLC
INCREASED437,755358,065+79,690+22%$8.7M$10.0M+$1.3M2026-10-16
Dynamic Advisor Solutions LLC
DECREASED343,009345,958-2,949-1%$8.4M$7.8M-$576.0K2026-10-13
GGM Financial LLC
INCREASED330,670286,032+44,638+16%$7.0M$7.6M+$600.9K2026-11-05
Truist Financial Corp
INCREASED324,613319,484+5,129+2%$7.8M$7.4M-$352.3K2026-10-30
Hudock, Inc.
DECREASED314,151413,499-99,348-24%$10.1M$7.2M-$2.9M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED295,326275,944+19,382+7%$6.7M$6.8M+$77.6K2026-10-13
Bernardo Wealth Planning LLC
INCREASED284,722154,889+129,833+84%$3.8M$6.5M+$2.7M2026-10-23
Clear Trail Advisors, LLC
INCREASED258,042256,024+2,018+1%$6.2M$5.9M-$330.2K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED206,684182,366+24,318+13%$4.4M$4.7M+$288.3K2026-10-30
46 Peaks LLC
INCREASED187,609183,900+3,709+2%$4.5M$4.3M-$171.9K2026-11-03
Elyxium Wealth, LLC
DECREASED171,885308,739-136,854-44%$7.5M$3.9M-$3.6M2026-10-27
Bank of New York Mellon Corp
DECREASED156,898203,471-46,573-23%$5.0M$3.6M-$1.4M2026-11-05
Evergreen Private Wealth LLC
DECREASED155,917157,574-1,657-1%$3.8M$3.6M-$269.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED155,110164,655-9,545-6%$4.0M$3.5M-$460.4K2026-11-02
AdvisorNet Financial, Inc
DECREASED122,755140,118-17,363-12%$3.4M$2.8M-$575.0K2026-10-15
Brady Martz Wealth Solutions, LLC
DECREASED111,208153,847-42,639-28%$3.7M$2.5M-$1.2M2026-11-05
Clark Wealth Partners
INCREASED109,499105,631+3,868+4%$2.6M$2.5M-$66.3K2026-10-19
Hapanowicz & Associates Financial Services, Inc
UNCHANGED103,845103,84500%$2.5M$2.4M-$152.7K2026-10-29
Avantax Planning Partners, Inc.
DECREASED101,031162,453-61,422-38%$4.0M$2.3M-$1.6M2026-11-03
Legacy Financial Strategies, LLC
DECREASED99,880102,794-2,914-3%$2.5M$2.3M-$217.8K2026-10-15
Titleist Asset Management, LLC
INCREASED98,85791,400+7,457+8%$2.2M$2.3M+$36.3K2026-10-08
Davenport & Co LLC
INCREASED89,97984,804+5,175+6%$2.1M$2.1M-$6.3K2026-10-14
VestGen Advisors, LLC
INCREASED78,85173,745+5,106+7%$1.8M$1.8M+$8.4K2026-10-27
Curran Financial Partners, LLC
INCREASED77,95267,524+10,428+15%$1.6M$1.8M+$139.3K2026-11-04
Golden State Wealth Management, LLC
DECREASED73,90478,964-5,060-6%$1.9M$1.7M-$231.9K2026-11-02
Kuhn & Co Investment Counsel
INCREASED73,54070,053+3,487+5%$1.7M$1.7M-$23.2K2026-10-29
Landmark Wealth Management, LLC
DECREASED67,73390,427-22,694-25%$2.2M$1.5M-$652.2K2026-11-03
Creative Planning
DECREASED67,18672,243-5,057-7%$1.8M$1.5M-$221.9K2026-11-02
Spire Wealth Management
DECREASED65,17068,489-3,319-5%$1.7M$1.5M-$176.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED64,03563,625+410+1%$1.5M$1.5M-$84.1K2026-10-08
Park Avenue Securities LLC
INCREASED57,67853,823+3,855+7%$1.3M$1.3M+$9.0K2026-10-26
Fifth Third Bancorp
INCREASED48,71646,805+1,911+4%$1.1M$1.1M-$25.1K2026-11-05
Narus Financial Partners, LLC
UNCHANGED42,93842,93800%$1.0M$982.4K-$63.1K2026-10-19
PKS Advisory Services, LLC
UNCHANGED41,91641,91600%$1.0M$1.0M$02026-10-26
Daymark Wealth Partners, LLC
INCREASED40,45210,280+30,172+294%$250.3K$925.6K+$675.2K2026-11-04
Frontier Asset Management, LLC
INCREASED38,87237,469+1,403+4%$912.4K$889.4K-$23.0K2026-10-28
Cypress Point Wealth Management, LLC
DECREASED38,67846,732-8,054-17%$1.1M$885.0K-$253.0K2026-11-03
PFG Advisors
INCREASED36,69636,136+560+2%$879.9K$839.6K-$40.3K2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED36,13932,902+3,237+10%$801.2K$826.9K+$25.7K2026-10-09
TD Private Client Wealth LLC
INCREASED30,70530,047+658+2%$731.6K$702.5K-$29.1K2026-10-28
Avidian Wealth Enterprises, LLC
NEW29,140—+29,140——$666.7K—2026-10-08
Diversified Portfolios, Inc.
INCREASED28,13825,683+2,455+10%$625.4K$643.8K+$18.4K2026-11-04
BCS Wealth Management
INCREASED26,43025,737+693+3%$626.7K$604.7K-$22.0K2026-11-03
Stronghold Wealth Management L.L.C.
INCREASED26,36324,024+2,339+10%$585.0K$603.2K+$18.2K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED25,87319,847+6,026+30%$483.0K$592.0K+$109.0K2026-11-02
HUB Investment Partners, LLC
INCREASED25,78521,189+4,596+22%$515.9K$590.0K+$74.0K2026-11-03
KFG Wealth Management, LLC
UNCHANGED25,57725,57700%$622.8K$585.2K-$37.6K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED24,49720,040+4,457+22%$488.0K$560.5K+$72.5K2026-11-05
Acorn Creek Capital LLC
NEW23,953—+23,953——$548.0K—2026-11-05
Retirement Planning Group, LLC
NEW22,937—+22,937——$524.8K—2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED21,80914,715+7,094+48%$358.3K$499.0K+$140.7K2026-10-20
Swmg, LLC
DECREASED20,89925,604-4,705-18%$621.7K$491.1K-$130.5K2026-10-23
Saxon Interests, Inc.
UNCHANGED18,40718,40700%$448.2K$421.2K-$27.1K2026-10-26
Sunpointe, LLC
DECREASED18,00118,369-368-2%$447.3K$411.9K-$35.4K2026-10-22
Ascentis Independent Advisors
NEW16,978—+16,978——$388.5K—2026-11-03
Fifth Third Securities, Inc.
INCREASED16,83316,765+68+0%$408.2K$385.1K-$23.1K2026-10-21
Evolution Wealth Advisors, LLC
DECREASED14,21822,313-8,095-36%$543.3K$325.3K-$218.0K2026-11-03
Friday Financial
UNCHANGED14,08314,08300%$342.6K$324.5K-$18.2K2026-10-09
Thrivent Financial for Lutherans
DECREASED13,47215,746-2,274-14%$383.0K$310.0K-$73.0K2026-11-05
Bill Few Associates, Inc.
UNCHANGED13,13213,13200%$319.8K$300.5K-$19.3K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED12,74816,822-4,074-24%$409.6K$291.7K-$117.9K2026-10-14
Visionary Wealth Advisors
INCREASED12,55812,444+114+1%$303.0K$287.3K-$15.7K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED12,0899,641+2,448+25%$234.8K$276.6K+$41.8K2026-10-13
Vise Technologies, Inc.
NEW11,500—+11,500——$263.1K—2026-10-29
Cornerstone Wealth Management, LLC
NEW10,335—+10,335——$236.5K—2026-11-04
MBM Wealth Consultants, LLC
NEW9,907—+9,907——$226.7K—2026-10-20
Matauro, LLC
INCREASED9,5839,282+301+3%$226.0K$219.3K-$6.7K2026-11-03
Claro Advisors Inc.
UNCHANGED9,0009,00000%$219.2K$205.9K-$13.2K2026-11-02
Private Trust Co NA
NEW8,509—+8,509——$194.7K—2026-10-20
Pinnacle Bancorp, Inc.
INCREASED6,8596,797+62+1%$165.5K$156.9K-$8.6K2026-10-21
United Community Bank
INCREASED5,5755,520+55+1%$134.4K$127.6K-$6.9K2026-10-28
Tsfg, LLC
INCREASED4,4244,422+2+0%$108.0K$101-$107.9K2026-10-23
Signature Equity Partners, LLC
INCREASED3,8551,498+2,357+157%$36.5K$88.2K+$51.7K2026-10-29
Rossby Financial, LCC
INCREASED3,7293,713+16+0%$90.4K$85.3K-$5.1K2026-11-05
Assetmark, Inc
DECREASED2,6234,373-1,750-40%$106.5K$60.0K-$46.5K2026-10-21
US Bancorp \de\
INCREASED1,689923+766+83%$22.5K$38.6K+$16.2K2026-11-05
Buck Wealth Strategies, LLC
DECREASED1,4863,162-1,676-53%$77.0K$34.0K-$43.0K2026-10-28
Kings Path Partners LLC
DECREASED738828-90-11%$20.2K$16.9K-$3.3K2026-10-21
Axxcess Wealth Management, LLC
CLOSED0346,856-346,856-100%$8.4M$0-$8.4M2026-10-21
Amplius Wealth Advisors, LLC
CLOSED012,141-12,141-100%$295.6K$0-$295.6K2026-10-20
Fluent Financial, LLC
CLOSED010,300-10,300-100%$250.8K$0-$250.8K2026-10-13
Kestra Advisory Services, LLC
CLOSED010,127-10,127-100%$246.6K$0-$246.6K2026-11-02
Peck Wealth Management, LLC
CLOSED05,100-5,100-100%$124.2K$0-$124.2K2026-10-29
First Community Trust NA
CLOSED02,005-2,005-100%$488$0-$4882026-10-07
Southern Michigan Bank & Trust
CLOSED01,115-1,115-100%$27.2K$0-$27.2K2026-10-19
International Assets Investment Management, LLC
CLOSED0724-724-100%$17.6K$0-$17.6K2026-11-02
Bank of America Corp
N/A—6,604,939-6,604,939-100%$160.8M———
Morgan Stanley
N/A—3,835,250-3,835,250-100%$93.4M———
Jones Financial Companies Lllp
N/A—3,330,101-3,330,101-100%$81.3M———
Meeder Advisory Services, Inc.
N/A—3,050,260-3,050,260-100%$74.3M———
Raymond James Financial Inc
N/A—2,408,373-2,408,373-100%$58.6M———
Cetera Investment Advisers
N/A—2,278,943-2,278,943-100%$55.5M———
UBS Group AG
N/A—2,173,373-2,173,373-100%$52.9M———
IAG Wealth Partners, LLC
N/A—1,967,096-1,967,096-100%$47.9M———
LPL Financial LLC
N/A—1,838,466-1,838,466-100%$44.8M———
Mariner, LLC
N/A—1,191,262-1,191,262-100%$29.0M———
Envestnet Asset Management Inc
N/A—983,337-983,337-100%$23.9M———
Royal Bank of Canada
N/A—729,308-729,308-100%$17.8M———
Flputnam Investment Management Co
N/A—652,258-652,258-100%$15.9M———
Pallas Capital Advisors LLC
N/A—617,698-617,698-100%$15.0M———
Orion Porfolio Solutions, LLC
N/A—596,221-596,221-100%$14.5M———
Waverly Advisors, LLC
N/A—573,580-573,580-100%$14.0M———
Cornerstone Advisors Asset Management, LLC
N/A—520,097-520,097-100%$12.7M———
Condor Capital Management
N/A—514,726-514,726-100%$12.5M———
Great Valley Advisor Group, Inc.
N/A—507,293-507,293-100%$12.4M———
CFO4Life Group, LLC
N/A—505,504-505,504-100%$12.3M———
Stifel Financial Corp
N/A—440,047-440,047-100%$10.7M———
Osaic Holdings, Inc.
N/A—433,968-433,968-100%$10.6M———
Summit Financial, LLC
N/A—388,794-388,794-100%$9.5M———
Main Street Financial Solutions, LLC
N/A—300,275-300,275-100%$7.3M———
Darwin Wealth Management, LLC
N/A—282,152-282,152-100%$6.9M———
Prestige Wealth Management Group LLC
N/A—247,572-247,572-100%$6.0M———
Sanctuary Advisors, LLC
N/A—206,229-206,229-100%$5.0M———
HighTower Advisors, LLC
N/A—191,882-191,882-100%$4.7M———
Focus Partners Advisor Solutions, LLC
N/A—167,930-167,930-100%$4.1M———
Elequin Capital, LP
N/A—154,863-154,863-100%$3.8M———
Rockefeller Capital Management L.P.
N/A—151,813-151,813-100%$3.7M———
JPMorgan Chase & Co
N/A—149,919-149,919-100%$3.7M———
Janney Montgomery Scott LLC
N/A—147,765-147,765-100%$3.6M———
MML Investors Services, LLC
N/A—141,878-141,878-100%$3.5M———
IHT Wealth Management, LLC
N/A—124,732-124,732-100%$3.0M———
Private Advisor Group, LLC
N/A—91,960-91,960-100%$2.2M———
Snowden Capital Advisors LLC
N/A—80,737-80,737-100%$2.0M———
Rivernorth Capital Management, LLC
N/A—52,832-52,832-100%$1.3M———
Dakota Wealth Management
N/A—51,748-51,748-100%$1.3M———
Captrust Financial Advisors
N/A—46,864-46,864-100%$1.1M———
EP Wealth Advisors, LLC
N/A—44,071-44,071-100%$1.1M———
NewEdge Wealth, LLC
N/A—40,160-40,160-100%$977.9K———
Natixis Advisors, LLC
N/A—28,296-28,296-100%$689.0K———
Old Mission Capital LLC
N/A—27,442-27,442-100%$668.2K———
Stratos Wealth Partners, Ltd.
N/A—27,031-27,031-100%$658.2K———
NewSquare Capital LLC
N/A—23,991-23,991-100%$584.2K———
Gladstone Institutional Advisory LLC
N/A—23,703-23,703-100%$577.2K———
Ameriprise Financial Inc
N/A—20,371-20,371-100%$496.0K———
Vista Cima Wealth Management LLC
N/A—19,970-19,970-100%$486.3K———
Steward Partners Investment Advisory, LLC
N/A—19,339-19,339-100%$470.9K———
Citadel Advisors LLC
N/A—18,476-18,476-100%$449.9K———
Fortis Group Advisors, LLC
N/A—17,928-17,928-100%$436.5K———
Callan Family Office, LLC
N/A—17,689-17,689-100%$430.7K———
Fiduciary Trust Co
N/A—17,000-17,000-100%$414.0K———
Harbour Investments, Inc.
N/A—16,206-16,206-100%$394.6K———
Pine Valley Investments Ltd Liability Co
N/A—16,200-16,200-100%$395.6K———
Level Four Advisory Services, LLC
N/A—16,136-16,136-100%$392.9K———
Envestnet Portfolio Solutions, Inc.
N/A—15,083-15,083-100%$367.3K———
OneDigital Investment Advisors LLC
N/A—14,653-14,653-100%$356.8K———
Quantinno Capital Management LP
N/A—14,296-14,296-100%$348.1K———
HHM Wealth Advisors, LLC
N/A—14,208-14,208-100%$346.0K———
WCG Wealth Advisors LLC
N/A—13,767-13,767-100%$335.2K———
Alpha Financial Partners LLC
N/A—12,064-12,064-100%$293.8K———
Trajan Wealth LLC
N/A—11,921-11,921-100%$290.3K———
NewEdge Advisors, LLC
N/A—11,699-11,699-100%$284.9K———
Vertex Planning Partners, LLC
N/A—11,685-11,685-100%$284.5K———
Brio Consultants, LLC
N/A—11,383-11,383-100%$277.2K———
Principal Securities, Inc.
N/A—11,257-11,257-100%$274.1K———
AE Wealth Management LLC
N/A—11,170-11,170-100%$272.0K———
Pinnacle Financial Partners, Inc.
N/A—10,425-10,425-100%$253.9K———
Pacific Point Advisors, LLC
N/A—9,616-9,616-100%$234.2K———
Global Retirement Partners, LLC
N/A—5,858-5,858-100%$142.6K———
Wiser Advisor Group LLC
N/A—5,097-5,097-100%$124.1K———
Coppell Advisory Solutions LLC
N/A—4,710-4,710-100%$755.0K———
Wells Fargo & Company
N/A—4,559-4,559-100%$111.0K———
IFG Advisory, LLC
N/A—4,347-4,347-100%$105.8K———
Bartlett & Co. Wealth Management LLC
N/A—4,035-4,035-100%$98.4K———
Clearstead Advisors, LLC
N/A—2,772-2,772-100%$67.5K———
Fiduciary Financial Advisors
N/A—2,539-2,539-100%$61.8K———
Brown Brothers Harriman & Co
N/A—1,750-1,750-100%$42.6K———
Northwestern Mutual Wealth Management Co
N/A—1,560-1,560-100%$38.0K———
UBS Asset Management Americas LLC
N/A—889-889-100%$21.6K———
Tower Research Capital LLC (TRC)
N/A—722-722-100%$17.6K———
Allworth Financial LP
N/A—489-489-100%$11.9K———
BNP Paribas Financial Markets
N/A—25-25-100%$609———
Showing 179 of 179 institutions