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Innovator U.S. Equity Power (PDEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares383,970 from 616,836
Change-232,866 (-38%)
Value$18.1M (-$10.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares261,050 from 250,338
Change+10,712 (+4%)
Value$12.3M (+$810.3K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares159,019 from 171,359
Change-12,340 (-7%)
Value$7.5M (-$372.1K)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares130,855 from 139,796
Change-8,941 (-6%)
Value$6.2M (-$250.5K)
Filed 2026-10-22
CRA Financial Services, LLC
DECREASED
Shares130,148 from 130,442
Change-294 (0%)
Value$6.1M (+$145.4K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares126,328 from 155,922
Change-29,594 (-19%)
Value$6.0M (-$1.2M)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares119,116 from 124,245
Change-5,129 (-4%)
Value$5.6M (-$89.9K)
Filed 2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED
Shares109,927 from 111,207
Change-1,280 (-1%)
Value$5.2M (+$75.5K)
Filed 2026-10-16
Gill Capital Partners, LLC
DECREASED
Shares105,701 from 112,864
Change-7,163 (-6%)
Value$5.0M (-$199.7K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares102,038 from 104,353
Change-2,315 (-2%)
Value$4.8M (+$18.4K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares89,603 from 98,203
Change-8,600 (-9%)
Value$4.2M (-$286.0K)
Filed 2026-11-02
Trek Financial, LLC
DECREASED
Shares84,582 from 86,581
Change-1,999 (-2%)
Value$4.0M (+$11.5K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
INCREASED
Shares82,225 from 76,508
Change+5,717 (+7%)
Value$3.9M (+$370.5K)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
DECREASED
Shares82,114 from 82,532
Change-418 (-1%)
Value$3.9M (+$116.3K)
Filed 2026-10-09
KFG Wealth Management, LLC
DECREASED
Shares77,586 from 80,604
Change-3,018 (-4%)
Value$3.7M (-$43.8K)
Filed 2026-10-16
Corrado Advisors, LLC
DECREASED
Shares75,927 from 76,809
Change-882 (-1%)
Value$3.6M (+$52.2K)
Filed 2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares71,470 from 71,470
Change0 (0%)
Value$3.4M (+$87.3K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares67,068 from 46,034
Change+21,034 (+46%)
Value$3.2M (+$1.0M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares64,625 from 66,032
Change-1,407 (-2%)
Value$3.0M (+$14.3K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares62,036 from 63,036
Change-1,000 (-2%)
Value$2.9M (+$29.9K)
Filed 2026-10-21
AlphaCore Capital LLC
UNCHANGED
Shares60,800 from 60,800
Change0 (0%)
Value$2.9M (+$74.2K)
Filed 2026-11-04
Southland Equity Partners LLC
UNCHANGED
Shares59,748 from 59,748
Change0 (0%)
Value$2.8M (+$73.0K)
Filed 2026-10-14
Fortune Financial Group, Inc.
DECREASED
Shares59,014 from 59,335
Change-321 (-1%)
Value$2.8M (+$57.3K)
Filed 2026-10-22
Weaver Consulting Group
UNCHANGED
Shares58,066 from 58,066
Change0 (0%)
Value$2.7M (+$70.9K)
Filed 2026-10-07
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares57,535 from 58,272
Change-737 (-1%)
Value$2.7M (+$36.4K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares54,072 from 54,072
Change0 (0%)
Value$2.5M (+$66.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares53,262 from 33,367
Change+19,895 (+60%)
Value$2.5M (+$985.7K)
Filed 2026-10-13
Jacobi Capital Management LLC
UNCHANGED
Shares52,956 from 52,956
Change0 (0%)
Value$2.5M (+$64.7K)
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares49,522 from 50,632
Change-1,110 (-2%)
Value$2.3M (+$9.5K)
Filed 2026-10-15
Chris Bulman Inc
DECREASED
Shares49,496 from 50,400
Change-904 (-2%)
Value$2.3M (+$19.0K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares49,275 from 51,745
Change-2,470 (-5%)
Value$2.3M (-$53.2K)
Filed 2026-11-03
Atticus Wealth Management, LLC
DECREASED
Shares45,673 from 45,848
Change-175 (0%)
Value$2.2M (+$47.7K)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares43,632 from 67,710
Change-24,078 (-36%)
Value$2.1M (-$822.1K)
Filed 2026-10-15
Retirement Guys Formula LLC
INCREASED
Shares43,275 from 43,030
Change+245 (+1%)
Value$2.0M (+$64.1K)
Filed 2026-10-26
Noble Wealth Management PBC
DECREASED
Shares41,729 from 47,155
Change-5,426 (-12%)
Value$2.0M (-$198.0K)
Filed 2026-10-01
Farther Finance Advisors, LLC
DECREASED
Shares40,430 from 41,801
Change-1,371 (-3%)
Value$1.9M (-$13.6K)
Filed 2026-10-08
Liberty Atlantic Advisors LLC
UNCHANGED
Shares39,665 from 39,665
Change0 (0%)
Value$1.9M (+$48.4K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares31,556 from 31,610
Change-54 (0%)
Value$1.5M (+$36.1K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
DECREASED
Shares30,731 from 30,776
Change-45 (0%)
Value$1.4M (+$35.5K)
Filed 2026-10-29
Ascent Wealth Partners, LLC
DECREASED
Shares27,906 from 31,751
Change-3,845 (-12%)
Value$1.3M (-$142.4K)
Filed 2026-10-23
Lido Advisors, LLC
NEW
Shares27,525
Change+27,525
Value$1.3M
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares27,033 from 27,358
Change-325 (-1%)
Value$1.3M (+$18.1K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED
Shares25,724 from 25,724
Change0 (0%)
Value$1.2M (+$31.4K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares25,634 from 26,428
Change-794 (-3%)
Value$1.2M (-$5.1K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares24,454 from 24,966
Change-512 (-2%)
Value$1.2M (+$6.4K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
DECREASED
Shares23,577 from 23,678
Change-101 (0%)
Value$1.1M (+$22.9K)
Filed 2026-10-28
Three Seasons Wealth, LLC
UNCHANGED
Shares22,950 from 22,950
Change0 (0%)
Value$1.1M (+$28.0K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares22,138 from 24,208
Change-2,070 (-9%)
Value$1.0M (-$68.0K)
Filed 2026-10-28
HB Wealth Management, LLC
UNCHANGED
Shares21,701 from 21,701
Change0 (0%)
Value$1.0M (+$26.5K)
Filed 2026-10-23
First City Capital Management, Inc.
UNCHANGED
Shares21,285 from 21,285
Change0 (0%)
Value$1.0M (+$26.0K)
Filed 2026-10-27
BFI Wealth Solutions, LLC
UNCHANGED
Shares21,165 from 21,165
Change0 (0%)
Value$997.1K (+$25.8K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED
Shares20,922 from 20,922
Change0 (0%)
Value$985.7K (+$25.5K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares20,849 from 20,849
Change0 (0%)
Value$982.2K (+$25.5K)
Filed 2026-10-30
TopTier Wealth Management, LLC
UNCHANGED
Shares19,310 from 19,310
Change0 (0%)
Value$909.7K (+$23.6K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares18,566 from 18,676
Change-110 (-1%)
Value$874.7K (+$17.6K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares17,556 from 17,601
Change-45 (0%)
Value$832.5K (+$24.8K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares17,121 from 17,535
Change-414 (-2%)
Value$806.6K (+$1.9K)
Filed 2026-10-13
Csenge Advisory Group
UNCHANGED
Shares16,050 from 16,050
Change0 (0%)
Value$756.1K (+$19.6K)
Filed 2026-11-04
TrustBank
DECREASED
Shares15,966 from 17,266
Change-1,300 (-8%)
Value$752.2K (-$40.2K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares15,597 from 15,597
Change0 (0%)
Value$734.8K (+$19.0K)
Filed 2026-10-13
Commerce Advisors, LLC
UNCHANGED
Shares14,991 from 14,991
Change0 (0%)
Value$706.2K (+$18.3K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
UNCHANGED
Shares14,305 from 14,305
Change0 (0%)
Value$673.9K (+$17.5K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares14,174 from 14,174
Change0 (0%)
Value$661.1K (+$10.6K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares13,906
Change+13,906
Value$638.1K
Filed 2026-10-29
NewCorp Financial Services, Inc.
DECREASED
Shares13,622 from 14,452
Change-830 (-6%)
Value$641.7K (-$21.5K)
Filed 2026-10-14
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares12,979 from 12,979
Change0 (0%)
Value$611.5K (+$15.8K)
Filed 2026-10-13
Old Port Advisors
UNCHANGED
Shares12,380 from 12,380
Change0 (0%)
Value$583.2K (+$15.1K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares12,345 from 13,430
Change-1,085 (-8%)
Value$581.6K (-$34.6K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares12,174 from 12,230
Change-56 (0%)
Value$573.5K (+$12.3K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares11,601 from 11,601
Change0 (0%)
Value$546.5K (+$14.2K)
Filed 2026-10-16
Brown Wealth Management, LLC
UNCHANGED
Shares11,292 from 11,292
Change0 (0%)
Value$532.0K (+$13.8K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
DECREASED
Shares11,075 from 11,100
Change-25 (0%)
Value$521.8K (+$12.4K)
Filed 2026-10-13
Blue Water Asset Management
UNCHANGED
Shares10,950 from 10,950
Change0 (0%)
Value$515.9K (+$13.4K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
UNCHANGED
Shares10,708 from 10,708
Change0 (0%)
Value$504.5K (+$13.1K)
Filed 2026-11-02
Beacon Financial Advisory LLC
UNCHANGED
Shares10,612 from 10,612
Change0 (0%)
Value$499.9K (+$13.0K)
Filed 2026-10-16
Sanders Morris Harris LLC
NEW
Shares10,500
Change+10,500
Value$496.2K
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares10,226 from 11,531
Change-1,305 (-11%)
Value$481.8K (-$47.4K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares10,161 from 33,497
Change-23,336 (-70%)
Value$478.7K (-$1.1M)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares9,823 from 9,927
Change-104 (-1%)
Value$462.8K (+$7.2K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares9,525 from 9,925
Change-400 (-4%)
Value$448.7K (-$6.7K)
Filed 2026-10-23
McAdam, LLC
UNCHANGED
Shares9,346 from 9,346
Change0 (0%)
Value$440.3K (+$11.4K)
Filed 2026-10-21
Todd Wealth Management, LLC
UNCHANGED
Shares9,309 from 9,309
Change0 (0%)
Value$438.6K (+$11.4K)
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares9,038 from 9,038
Change0 (0%)
Value$425.8K (+$11.0K)
Filed 2026-11-02
Diversify Wealth Management, LLC
UNCHANGED
Shares9,026 from 9,026
Change0 (0%)
Value$428.7K (+$14.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares9,026 from 9,026
Change0 (0%)
Value$428.7K (+$14.4K)
Filed 2026-10-20
Pacific Park Financial, Inc.
DECREASED
Shares8,543 from 9,158
Change-615 (-7%)
Value$402.5K (-$17.8K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares8,507 from 8,507
Change0 (0%)
Value$400.8K (+$10.4K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED
Shares8,148 from 8,148
Change0 (0%)
Value$383.9K (+$9.9K)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares7,782 from 8,080
Change-298 (-4%)
Value$366.6K (-$4.2K)
Filed 2026-10-14
Cypress Wealth Services, LLC
UNCHANGED
Shares7,232 from 7,232
Change0 (0%)
Value$343.8K (+$11.9K)
Filed 2026-10-21
PTM Wealth Management, LLC
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$318.3K (+$11.1K)
Filed 2026-10-23
Capital Square, LLC
DECREASED
Shares6,694 from 7,336
Change-642 (-9%)
Value$315.4K (-$23.6K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares6,617 from 6,617
Change0 (0%)
Value$311.7K (+$8.1K)
Filed 2026-11-02
Choreo, LLC
NEW
Shares6,424
Change+6,424
Value$302.6K
Filed 2026-10-28
MMA Asset Management LLC
DECREASED
Shares6,373 from 11,550
Change-5,177 (-45%)
Value$300.2K (-$229.8K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares6,295 from 6,295
Change0 (0%)
Value$297 (-$288.7K)
Filed 2026-10-22
Cornerstone Wealth, LLC
DECREASED
Shares6,158 from 6,722
Change-564 (-8%)
Value$290.5K (-$20.3K)
Filed 2026-10-28
Grantvest Financial Group LLC
DECREASED
Shares6,113 from 6,137
Change-24 (0%)
Value$288.0K (+$6.4K)
Filed 2026-10-21
Soltis Investment Advisors LLC
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$274.6K (+$7.1K)
Filed 2026-10-28
ATX Financial Planning, LLC
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$264.0K (+$6.8K)
Filed 2026-10-14
Creative Planning
NEW
Shares5,598
Change+5,598
Value$263.7K
Filed 2026-11-02
Cypress Financial Planning LLC
DECREASED
Shares5,455 from 5,633
Change-178 (-3%)
Value$257.0K (-$1.5K)
Filed 2026-10-09
Sowell Financial Services LLC
UNCHANGED
Shares5,240 from 5,240
Change0 (0%)
Value$246.9K (+$6.4K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$245.0K (+$6.3K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares5,164 from 5,164
Change0 (0%)
Value$243.3K (+$6.3K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares5,013 from 5,382
Change-369 (-7%)
Value$236.2K (-$10.8K)
Filed 2026-11-04
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares4,881 from 5,231
Change-350 (-7%)
Value$229.9K (-$10.1K)
Filed 2026-10-29
Goldstein Advisors, LLC
UNCHANGED
Shares4,679 from 4,679
Change0 (0%)
Value$220.4K (+$5.7K)
Filed 2026-10-15
Crown Wealth Group, LLC
DECREASED
Shares4,592 from 4,901
Change-309 (-6%)
Value$216.3K (-$8.6K)
Filed 2026-10-19
Keystone Wealth Services, LLC
UNCHANGED
Shares4,583 from 4,583
Change0 (0%)
Value$215.9K (+$5.6K)
Filed 2026-11-03
William Mack & Associates, Inc.
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$208.0K (+$5.4K)
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$150.8K (+$3.9K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares3,057 from 2,437
Change+620 (+25%)
Value$144.0K (+$32.2K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$126.3K (+$3.3K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$105.3K (+$2.7K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,985 from 1,985
Change0 (0%)
Value$93.5K (+$2.4K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$81.4K (+$2.1K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
NEW
Shares900
Change+900
Value$42.4K
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares899
Change+899
Value$42.4K
Filed 2026-10-14
Lanark Financial, Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$22.8K (+$592)
Filed 2026-10-26
Chapman Financial Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.1K (+$367)
Filed 2026-10-26
Reicon Wealth Advisors, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$11.1K (+$288)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$8.3K (+$215)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.9K (+$48)
Filed 2026-10-30
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 9,193
Change-9,193 (-100%)
Value$0 (-$421.9K)
Filed 2026-10-16
Integrity Alliance, Llc.
CLOSED
Shares0 from 4,698
Change-4,698 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-29
Evolution Wealth Management Inc.
CLOSED
Shares0 from 4,309
Change-4,309 (-100%)
Value$0 (-$197.7K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-15
Alliancebernstein L.P.
N/A
Shares— from 3,189,654
Change-3,189,654 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,611,487
Change-1,611,487 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,082,442
Change-1,082,442 (-100%)
Value—
Blair William & Co
N/A
Shares— from 709,499
Change-709,499 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 700,486
Change-700,486 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 608,245
Change-608,245 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 457,989
Change-457,989 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 280,031
Change-280,031 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 248,963
Change-248,963 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 243,140
Change-243,140 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 235,490
Change-235,490 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 204,353
Change-204,353 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 147,549
Change-147,549 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 142,709
Change-142,709 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 134,093
Change-134,093 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,857
Change-117,857 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 103,679
Change-103,679 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 99,648
Change-99,648 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 84,937
Change-84,937 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 77,697
Change-77,697 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 77,652
Change-77,652 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 77,439
Change-77,439 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 72,451
Change-72,451 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,528
Change-69,528 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 69,115
Change-69,115 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 63,237
Change-63,237 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 62,268
Change-62,268 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 53,204
Change-53,204 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 49,939
Change-49,939 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 48,872
Change-48,872 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,150
Change-48,150 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,276
Change-47,276 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,543
Change-44,543 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 44,055
Change-44,055 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 43,545
Change-43,545 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 42,630
Change-42,630 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,164
Change-40,164 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 37,391
Change-37,391 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,777
Change-36,777 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 34,367
Change-34,367 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 33,399
Change-33,399 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,217
Change-33,217 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 29,324
Change-29,324 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 28,994
Change-28,994 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 28,059
Change-28,059 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,194
Change-25,194 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,313
Change-24,313 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,972
Change-21,972 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 20,984
Change-20,984 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,526
Change-19,526 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 18,990
Change-18,990 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17,266
Change-17,266 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,958
Change-16,958 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 16,205
Change-16,205 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 16,164
Change-16,164 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 15,320
Change-15,320 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 14,729
Change-14,729 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,622
Change-13,622 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,368
Change-13,368 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,948
Change-10,948 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 874
Change-874 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 190
Change-190 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
DECREASED383,970616,836-232,866-38%$28.3M$18.1M-$10.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED261,050250,338+10,712+4%$11.5M$12.3M+$810.3K2026-11-02
MBL Wealth, LLC
DECREASED159,019171,359-12,340-7%$7.9M$7.5M-$372.1K2026-10-22
Brookstone Capital Management
DECREASED130,855139,796-8,941-6%$6.4M$6.2M-$250.5K2026-10-22
CRA Financial Services, LLC
DECREASED130,148130,442-2940%$6.0M$6.1M+$145.4K2026-10-16
Truist Financial Corp
DECREASED126,328155,922-29,594-19%$7.2M$6.0M-$1.2M2026-10-30
CoreCap Advisors, LLC
DECREASED119,116124,245-5,129-4%$5.7M$5.6M-$89.9K2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED109,927111,207-1,280-1%$5.1M$5.2M+$75.5K2026-10-16
Gill Capital Partners, LLC
DECREASED105,701112,864-7,163-6%$5.2M$5.0M-$199.7K2026-10-13
Atria Investments, Inc
DECREASED102,038104,353-2,315-2%$4.8M$4.8M+$18.4K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED89,60398,203-8,600-9%$4.5M$4.2M-$286.0K2026-11-02
Trek Financial, LLC
DECREASED84,58286,581-1,999-2%$4.0M$4.0M+$11.5K2026-10-29
Outlook Wealth Advisors, LLC
INCREASED82,22576,508+5,717+7%$3.5M$3.9M+$370.5K2026-10-28
Castle Rock Wealth Management, LLC
DECREASED82,11482,532-418-1%$3.8M$3.9M+$116.3K2026-10-09
KFG Wealth Management, LLC
DECREASED77,58680,604-3,018-4%$3.7M$3.7M-$43.8K2026-10-16
Corrado Advisors, LLC
DECREASED75,92776,809-882-1%$3.5M$3.6M+$52.2K2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED71,47071,47000%$3.3M$3.4M+$87.3K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED67,06846,034+21,034+46%$2.1M$3.2M+$1.0M2026-10-16
Independent Financial Group, LLC
DECREASED64,62566,032-1,407-2%$3.0M$3.0M+$14.3K2026-10-13
Diligent Investors, LLC
DECREASED62,03663,036-1,000-2%$2.9M$2.9M+$29.9K2026-10-21
AlphaCore Capital LLC
UNCHANGED60,80060,80000%$2.8M$2.9M+$74.2K2026-11-04
Southland Equity Partners LLC
UNCHANGED59,74859,74800%$2.7M$2.8M+$73.0K2026-10-14
Fortune Financial Group, Inc.
DECREASED59,01459,335-321-1%$2.7M$2.8M+$57.3K2026-10-22
Weaver Consulting Group
UNCHANGED58,06658,06600%$2.7M$2.7M+$70.9K2026-10-07
Forvis Mazars Wealth Advisors, LLC
DECREASED57,53558,272-737-1%$2.7M$2.7M+$36.4K2026-10-13
Signaturefd, LLC
UNCHANGED54,07254,07200%$2.5M$2.5M+$66.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED53,26233,367+19,895+60%$1.5M$2.5M+$985.7K2026-10-13
Jacobi Capital Management LLC
UNCHANGED52,95652,95600%$2.4M$2.5M+$64.7K2026-11-05
Milestone Asset Management, LLC
DECREASED49,52250,632-1,110-2%$2.3M$2.3M+$9.5K2026-10-15
Chris Bulman Inc
DECREASED49,49650,400-904-2%$2.3M$2.3M+$19.0K2026-10-20
BCS Wealth Management
DECREASED49,27551,745-2,470-5%$2.4M$2.3M-$53.2K2026-11-03
Atticus Wealth Management, LLC
DECREASED45,67345,848-1750%$2.1M$2.2M+$47.7K2026-10-20
Weaver Capital Management LLC
DECREASED43,63267,710-24,078-36%$2.9M$2.1M-$822.1K2026-10-15
Retirement Guys Formula LLC
INCREASED43,27543,030+245+1%$2.0M$2.0M+$64.1K2026-10-26
Noble Wealth Management PBC
DECREASED41,72947,155-5,426-12%$2.2M$2.0M-$198.0K2026-10-01
Farther Finance Advisors, LLC
DECREASED40,43041,801-1,371-3%$1.9M$1.9M-$13.6K2026-10-08
Liberty Atlantic Advisors LLC
UNCHANGED39,66539,66500%$1.8M$1.9M+$48.4K2026-10-14
Patriot Financial Group Insurance Agency, LLC
DECREASED31,55631,610-540%$1.5M$1.5M+$36.1K2026-10-14
Integrity Advisory Solutions, LLC
DECREASED30,73130,776-450%$1.4M$1.4M+$35.5K2026-10-29
Ascent Wealth Partners, LLC
DECREASED27,90631,751-3,845-12%$1.5M$1.3M-$142.4K2026-10-23
Lido Advisors, LLC
NEW27,525—+27,525——$1.3M—2026-11-04
IFP Advisors, Inc
DECREASED27,03327,358-325-1%$1.3M$1.3M+$18.1K2026-10-16
Long Island Wealth Management, Inc.
UNCHANGED25,72425,72400%$1.2M$1.2M+$31.4K2026-10-20
James T. Borello RIA
DECREASED25,63426,428-794-3%$1.2M$1.2M-$5.1K2026-10-16
Nations Financial Group Inc,
DECREASED24,45424,966-512-2%$1.1M$1.2M+$6.4K2026-11-05
Financial Solutions Advisory Group, Inc.
DECREASED23,57723,678-1010%$1.1M$1.1M+$22.9K2026-10-28
Three Seasons Wealth, LLC
UNCHANGED22,95022,95000%$1.1M$1.1M+$28.0K2026-11-03
MGO One Seven LLC
DECREASED22,13824,208-2,070-9%$1.1M$1.0M-$68.0K2026-10-28
HB Wealth Management, LLC
UNCHANGED21,70121,70100%$995.9K$1.0M+$26.5K2026-10-23
First City Capital Management, Inc.
UNCHANGED21,28521,28500%$976.8K$1.0M+$26.0K2026-10-27
BFI Wealth Solutions, LLC
UNCHANGED21,16521,16500%$971.3K$997.1K+$25.8K2026-10-16
Axxcess Wealth Management, LLC
UNCHANGED20,92220,92200%$960.1K$985.7K+$25.5K2026-10-21
Spire Wealth Management
UNCHANGED20,84920,84900%$956.7K$982.2K+$25.5K2026-10-30
TopTier Wealth Management, LLC
UNCHANGED19,31019,31000%$886.1K$909.7K+$23.6K2026-10-16
Visionary Wealth Advisors
DECREASED18,56618,676-110-1%$857.0K$874.7K+$17.6K2026-11-04
AdvisorNet Financial, Inc
DECREASED17,55617,601-450%$807.7K$832.5K+$24.8K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED17,12117,535-414-2%$804.7K$806.6K+$1.9K2026-10-13
Csenge Advisory Group
UNCHANGED16,05016,05000%$736.5K$756.1K+$19.6K2026-11-04
TrustBank
DECREASED15,96617,266-1,300-8%$792.3K$752.2K-$40.2K2026-10-20
Blue Sky Capital Consultants Group, Inc.
UNCHANGED15,59715,59700%$715.7K$734.8K+$19.0K2026-10-13
Commerce Advisors, LLC
UNCHANGED14,99114,99100%$687.9K$706.2K+$18.3K2026-10-19
Evolution Wealth Advisors, LLC
UNCHANGED14,30514,30500%$656.5K$673.9K+$17.5K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED14,17414,17400%$650.4K$661.1K+$10.6K2026-11-02
TSG Advice Partners, LLC
NEW13,906—+13,906——$638.1K—2026-10-29
NewCorp Financial Services, Inc.
DECREASED13,62214,452-830-6%$663.2K$641.7K-$21.5K2026-10-14
Lineweaver Wealth Advisors, LLC
UNCHANGED12,97912,97900%$595.6K$611.5K+$15.8K2026-10-13
Old Port Advisors
UNCHANGED12,38012,38000%$568.1K$583.2K+$15.1K2026-10-23
City Holding Co
DECREASED12,34513,430-1,085-8%$616.2K$581.6K-$34.6K2026-10-19
RFG Advisory, LLC
DECREASED12,17412,230-560%$561.2K$573.5K+$12.3K2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED11,60111,60100%$532.4K$546.5K+$14.2K2026-10-16
Brown Wealth Management, LLC
UNCHANGED11,29211,29200%$518.2K$532.0K+$13.8K2026-10-20
Clay Northam Wealth Management, LLC
DECREASED11,07511,100-250%$509.4K$521.8K+$12.4K2026-10-13
Blue Water Asset Management
UNCHANGED10,95010,95000%$502.5K$515.9K+$13.4K2026-11-04
Cornerstone Wealth Group, LLC
UNCHANGED10,70810,70800%$491.4K$504.5K+$13.1K2026-11-02
Beacon Financial Advisory LLC
UNCHANGED10,61210,61200%$487.0K$499.9K+$13.0K2026-10-16
Sanders Morris Harris LLC
NEW10,500—+10,500——$496.2K—2026-10-14
Modera Wealth Management, LLC
DECREASED10,22611,531-1,305-11%$529.2K$481.8K-$47.4K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED10,16133,497-23,336-70%$1.5M$478.7K-$1.1M2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED9,8239,927-104-1%$455.6K$462.8K+$7.2K2026-10-08
Sigma Planning Corp
DECREASED9,5259,925-400-4%$455.5K$448.7K-$6.7K2026-10-23
McAdam, LLC
UNCHANGED9,3469,34600%$428.9K$440.3K+$11.4K2026-10-21
Todd Wealth Management, LLC
UNCHANGED9,3099,30900%$427.2K$438.6K+$11.4K2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED9,0389,03800%$414.8K$425.8K+$11.0K2026-11-02
Diversify Wealth Management, LLC
UNCHANGED9,0269,02600%$414.4K$428.7K+$14.4K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED9,0269,02600%$414.4K$428.7K+$14.4K2026-10-20
Pacific Park Financial, Inc.
DECREASED8,5439,158-615-7%$420.3K$402.5K-$17.8K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED8,5078,50700%$390.4K$400.8K+$10.4K2026-10-23
Capital Investment Advisory Services, LLC
UNCHANGED8,1488,14800%$373.9K$383.9K+$9.9K2026-10-30
Focus Financial Network, Inc.
DECREASED7,7828,080-298-4%$370.8K$366.6K-$4.2K2026-10-14
Cypress Wealth Services, LLC
UNCHANGED7,2327,23200%$331.9K$343.8K+$11.9K2026-10-21
PTM Wealth Management, LLC
UNCHANGED6,6966,69600%$307.2K$318.3K+$11.1K2026-10-23
Capital Square, LLC
DECREASED6,6947,336-642-9%$338.9K$315.4K-$23.6K2026-10-19
Allegiance Financial Group Advisory Services LLC
UNCHANGED6,6176,61700%$303.7K$311.7K+$8.1K2026-11-02
Choreo, LLC
NEW6,424—+6,424——$302.6K—2026-10-28
MMA Asset Management LLC
DECREASED6,37311,550-5,177-45%$530.0K$300.2K-$229.8K2026-11-02
Wedbush Securities Inc
UNCHANGED6,2956,29500%$289.0K$297-$288.7K2026-10-22
Cornerstone Wealth, LLC
DECREASED6,1586,722-564-8%$310.9K$290.5K-$20.3K2026-10-28
Grantvest Financial Group LLC
DECREASED6,1136,137-240%$281.6K$288.0K+$6.4K2026-10-21
Soltis Investment Advisors LLC
UNCHANGED5,8305,83000%$267.5K$274.6K+$7.1K2026-10-28
ATX Financial Planning, LLC
UNCHANGED5,6035,60300%$257.1K$264.0K+$6.8K2026-10-14
Creative Planning
NEW5,598—+5,598——$263.7K—2026-11-02
Cypress Financial Planning LLC
DECREASED5,4555,633-178-3%$258.5K$257.0K-$1.5K2026-10-09
Sowell Financial Services LLC
UNCHANGED5,2405,24000%$240.5K$246.9K+$6.4K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED5,2005,20000%$238.6K$245.0K+$6.3K2026-10-13
Firestone Capital Management
UNCHANGED5,1645,16400%$237.0K$243.3K+$6.3K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED5,0135,382-369-7%$247.0K$236.2K-$10.8K2026-11-04
Hubbell Strickland Wealth Management, LLC
DECREASED4,8815,231-350-7%$240.1K$229.9K-$10.1K2026-10-29
Goldstein Advisors, LLC
UNCHANGED4,6794,67900%$214.7K$220.4K+$5.7K2026-10-15
Crown Wealth Group, LLC
DECREASED4,5924,901-309-6%$224.9K$216.3K-$8.6K2026-10-19
Keystone Wealth Services, LLC
UNCHANGED4,5834,58300%$210.3K$215.9K+$5.6K2026-11-03
William Mack & Associates, Inc.
UNCHANGED4,4164,41600%$202.7K$208.0K+$5.4K2026-10-27
PFS Partners, LLC
UNCHANGED3,2003,20000%$146.8K$150.8K+$3.9K2026-10-21
Financial Network Wealth Advisors LLC
INCREASED3,0572,437+620+25%$111.8K$144.0K+$32.2K2026-10-28
Creative Financial Designs Inc
UNCHANGED2,6802,68000%$123.0K$126.3K+$3.3K2026-11-04
Evermay Wealth Management LLC
UNCHANGED2,2352,23500%$102.6K$105.3K+$2.7K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED1,9851,98500%$91.1K$93.5K+$2.4K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED1,7281,72800%$79.3K$81.4K+$2.1K2026-10-29
Ashton Thomas Private Wealth, LLC
NEW900—+900——$42.4K—2026-11-03
IFS Advisors, LLC
NEW899—+899——$42.4K—2026-10-14
Lanark Financial, Inc.
UNCHANGED48448400%$22.2K$22.8K+$5922026-10-26
Chapman Financial Group, LLC
UNCHANGED30030000%$13.8K$14.1K+$3672026-10-26
Reicon Wealth Advisors, LLC
UNCHANGED23623600%$10.8K$11.1K+$2882026-11-04
Elevated Capital Advisors, LLC
UNCHANGED17617600%$8.1K$8.3K+$2152026-11-04
Country Trust Bank
UNCHANGED404000%$1.8K$1.9K+$482026-10-30
AlphaStar Capital Management, LLC
CLOSED09,193-9,193-100%$421.9K$0-$421.9K2026-10-16
Integrity Alliance, Llc.
CLOSED04,698-4,698-100%$215.6K$0-$215.6K2026-10-29
Evolution Wealth Management Inc.
CLOSED04,309-4,309-100%$197.7K$0-$197.7K2026-10-28
GHP Investment Advisors, Inc.
CLOSED0236-236-100%$10.8K$0-$10.8K2026-10-15
Alliancebernstein L.P.
N/A—3,189,654-3,189,654-100%$135.6M———
Penserra Capital Management LLC
N/A—1,611,487-1,611,487-100%$74.0M———
Focus Partners Wealth
N/A—1,082,442-1,082,442-100%$49.7M———
Blair William & Co
N/A—709,499-709,499-100%$32.6M———
Osaic Holdings, Inc.
N/A—700,486-700,486-100%$32.1M———
LPL Financial LLC
N/A—608,245-608,245-100%$27.9M———
HighTower Advisors, LLC
N/A—457,989-457,989-100%$21.0M———
Cetera Investment Advisers
N/A—280,031-280,031-100%$12.9M———
Envestnet Asset Management Inc
N/A—248,963-248,963-100%$11.4M———
Raymond James Financial Inc
N/A—243,140-243,140-100%$11.2M———
Bellwether Advisors, LLC
N/A—235,490-235,490-100%$10.8M———
Beacon Pointe Advisors, LLC
N/A—204,353-204,353-100%$9.4M———
Belpointe Asset Management LLC
N/A—147,549-147,549-100%$6.8M———
Caprock Group, LLC
N/A—142,709-142,709-100%$6.5M———
Janney Montgomery Scott LLC
N/A—134,093-134,093-100%$6.2M———
MML Investors Services, LLC
N/A—117,857-117,857-100%$5.4M———
Mariner, LLC
N/A—103,679-103,679-100%$4.8M———
First Commonwealth Financial Corp
N/A—99,648-99,648-100%$4.6M———
Capital Analysts, LLC
N/A—84,937-84,937-100%$3.9M———
Cassady Wealth & Retirement Planning, LLC
N/A—77,697-77,697-100%$3.6M———
Keating Financial Advisory Services, Inc.
N/A—77,652-77,652-100%$3.6M———
OneDigital Investment Advisors LLC
N/A—77,439-77,439-100%$3.6M———
Compass Advisory Group LLC
N/A—72,451-72,451-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—69,528-69,528-100%$3.2M———
Yarger Wealth Strategies, LLC
N/A—69,115-69,115-100%$3.2M———
NewEdge Advisors, LLC
N/A—63,237-63,237-100%$2.9M———
Susquehanna International Group, LLP
N/A—62,268-62,268-100%$2.9M———
Cresset Asset Management, LLC
N/A—53,204-53,204-100%$2.4M———
MTM Financial Group, LLC
N/A—49,939-49,939-100%$2.3M———
HRT Financial LP
N/A—48,872-48,872-100%$2.2M———
Cerity Partners LLC
N/A—48,150-48,150-100%$2.2M———
Harbour Investments, Inc.
N/A—47,276-47,276-100%$2.2M———
Captrust Financial Advisors
N/A—44,543-44,543-100%$2.0M———
Tradition Wealth Management, LLC
N/A—44,055-44,055-100%$2.0M———
Foundations Investment Advisors, LLC
N/A—43,545-43,545-100%$2.0M———
RED Reef Advisors LLC
N/A—42,630-42,630-100%$2.0M———
Old Mission Capital LLC
N/A—40,164-40,164-100%$1.8M———
Wealth Alliance, LLC
N/A—37,391-37,391-100%$1.7M———
Advisory Services Network, LLC
N/A—36,777-36,777-100%$1.7M———
Northern Trust Corp
N/A—35,000-35,000-100%$1.6M———
MAI Capital Management
N/A—34,367-34,367-100%$1.6M———
Dakota Wealth Management
N/A—33,399-33,399-100%$1.5M———
AE Wealth Management LLC
N/A—33,217-33,217-100%$1.5M———
Forty-three Eighteen Advisors, LLC
N/A—29,324-29,324-100%$1.3M———
FSA Advisors, Inc.
N/A—28,994-28,994-100%$1.3M———
Retirement Income Solutions, Inc
N/A—28,059-28,059-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—25,194-25,194-100%$1.2M———
Arax Advisory Partners
N/A—24,313-24,313-100%$1.1M———
CreativeOne Wealth, LLC
N/A—21,972-21,972-100%$1.0M———
Orion Capital Management LLC
N/A—20,984-20,984-100%$963.0K———
Citadel Advisors LLC
N/A—20,736-20,736-100%$951.6K———
World Investment Advisors
N/A—19,526-19,526-100%$853.0K———
Valmark Advisers, Inc.
N/A—18,990-18,990-100%$871.5K———
Continuum Advisory, LLC
N/A—17,266-17,266-100%$792.3K———
Advisory Alpha, LLC
N/A—16,958-16,958-100%$778.2K———
Triton Financial Group Inc
N/A—16,205-16,205-100%$743.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—16,164-16,164-100%$741.8K———
Phoenix Financial Ltd.
N/A—15,500-15,500-100%$709.9K———
WPWealth LLP
N/A—15,320-15,320-100%$703.0K———
Lakeridge Wealth Management LLC
N/A—14,729-14,729-100%$675.9K———
Mutual Advisors, LLC
N/A—13,622-13,622-100%$625.1K———
Waterloo Capital, L.P.
N/A—13,582-13,582-100%$623.3K———
Mercer Global Advisors Inc
N/A—13,368-13,368-100%$613.5K———
Nuveen, LLC
N/A—13,250-13,250-100%$608.0K———
Insigneo Advisory Services, LLC
N/A—12,234-12,234-100%$561.4K———
Merit Financial Group, LLC
N/A—11,366-11,366-100%$521.6K———
Stratos Wealth Advisors, LLC
N/A—10,948-10,948-100%$502.4K———
Garden State Investment Advisory Services LLC
N/A—10,703-10,703-100%$491.2K———
Private Advisor Group, LLC
N/A—9,755-9,755-100%$447.7K———
Nikulski Financial, Inc.
N/A—9,283-9,283-100%$426.0K———
AQR Capital Management LLC
N/A—8,165-8,165-100%$374.7K———
Vestmark Advisory Solutions, Inc.
N/A—8,000-8,000-100%$367.1K———
Composition Wealth, LLC
N/A—7,789-7,789-100%$357.4K———
Wood Tarver Financial Group, LLC
N/A—7,074-7,074-100%$324.0K———
Sound View Wealth Advisors Group, LLC
N/A—6,908-6,908-100%$317.0K———
Vantage Point Financial LLC
N/A—6,764-6,764-100%$310.4K———
Allworth Financial LP
N/A—6,208-6,208-100%$284.9K———
AssuredPartners Investment Advisors, LLC
N/A—5,966-5,966-100%$273.8K———
Bedel Financial Consulting, Inc.
N/A—5,908-5,908-100%$271.1K———
Coldstream Capital Management Inc
N/A—5,851-5,851-100%$268.5K———
Ameriflex Group, Inc.
N/A—5,808-5,808-100%$266.5K———
Brown Brothers Harriman & Co
N/A—5,766-5,766-100%$264.6K———
WealthShield Partners, LLC
N/A—5,582-5,582-100%$256.2K———
Delta Investment Management, LLC
N/A—5,296-5,296-100%$243.0K———
Waddell & Associates, LLC
N/A—5,030-5,030-100%$230.8K———
WorthPointe, LLC
N/A—4,914-4,914-100%$225.5K———
Madison Wealth Partners, Inc
N/A—4,868-4,868-100%$223.4K———
Ausdal Financial Partners, Inc.
N/A—4,746-4,746-100%$217.8K———
Gladstone Institutional Advisory LLC
N/A—4,700-4,700-100%$215.7K———
Bluespring Wealth Management, LLC
N/A—4,620-4,620-100%$212.0K———
Cofg Advisors, LLC
N/A—4,619-4,619-100%$212.0K———
Hirtle & Co., LLC
N/A—4,527-4,527-100%$207.7K———
Bcgm Wealth Management, LLC
N/A—4,397-4,397-100%$201.8K———
Barclays PLC
N/A—3,253-3,253-100%$149.3K———
Bernard Wealth Management Corp.
N/A—3,015-3,015-100%$138.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,310-2,310-100%$106.0K———
Wells Fargo & Company
N/A—2,006-2,006-100%$92.1K———
Morgan Stanley
N/A—2,000-2,000-100%$91.8K———
Rockefeller Capital Management L.P.
N/A—1,449-1,449-100%$66.5K———
Regatta Research & Money Management
N/A—1,250-1,250-100%$57.4K———
IFG Advisory, LLC
N/A—926-926-100%$42.5K———
JPMorgan Chase & Co
N/A—874-874-100%$40.0K———
Rothschild Investment LLC
N/A—330-330-100%$15.1K———
Oakmont Advisory Group, LLC
N/A—204-204-100%$9.4K———
Northwestern Mutual Wealth Management Co
N/A—190-190-100%$8.7K———
Pathstone Holdings, LLC
N/A—00—$5.0M———
Showing 234 of 234 institutions