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Innovator Eqty MGD Floor ETF (SFLR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Americana Partners, LLC
INCREASED
Shares3,611,414 from 3,471,601
Change+139,813 (+4%)
Value$140.7M (+$6.7M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares1,577,226 from 1,590,696
Change-13,470 (-1%)
Value$61.4M (+$63.9K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares1,003,863 from 1,102,852
Change-98,989 (-9%)
Value$39.3M (-$2.9M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares954,682 from 927,070
Change+27,612 (+3%)
Value$37.2M (+$1.4M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares806,842 from 630,487
Change+176,355 (+28%)
Value$31.4M (+$7.1M)
Filed 2026-10-22
Liberty Atlantic Advisors LLC
INCREASED
Shares752,483 from 682,497
Change+69,986 (+10%)
Value$29.3M (+$3.0M)
Filed 2026-10-14
Atticus Wealth Management, LLC
INCREASED
Shares726,727 from 644,710
Change+82,017 (+13%)
Value$28.3M (+$3.4M)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED
Shares648,515 from 631,184
Change+17,331 (+3%)
Value$25.3M (+$906.9K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares389,213 from 185,103
Change+204,110 (+110%)
Value$15.2M (+$8.0M)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares288,481 from 304,474
Change-15,993 (-5%)
Value$11.2M (-$510.3K)
Filed 2026-10-14
NewCorp Financial Services, Inc.
INCREASED
Shares261,481 from 241,758
Change+19,723 (+8%)
Value$10.2M (+$857.7K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares250,855 from 247,451
Change+3,404 (+1%)
Value$9.8M (+$224.2K)
Filed 2026-10-15
Winnacle Wealth LLC
DECREASED
Shares207,267 from 239,310
Change-32,043 (-13%)
Value$8.1M (-$1.2M)
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares196,140 from 218,621
Change-22,481 (-10%)
Value$7.6M (-$794.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares195,459 from 196,503
Change-1,044 (-1%)
Value$7.6M (+$32.0K)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares181,623 from 186,151
Change-4,528 (-2%)
Value$7.1M (-$107.5K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares169,229 from 163,500
Change+5,729 (+4%)
Value$6.6M (+$283.6K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares166,851 from 168,868
Change-2,017 (-1%)
Value$6.5M (-$16.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares142,778 from 144,682
Change-1,904 (-1%)
Value$5.6M (-$20.6K)
Filed 2026-11-02
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares140,827 from 138,981
Change+1,846 (+1%)
Value$5.5M (+$123.3K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares134,893 from 125,326
Change+9,567 (+8%)
Value$5.3M (+$443.2K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares133,947 from 124,761
Change+9,186 (+7%)
Value$5.3M (+$449.4K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
DECREASED
Shares132,967 from 147,818
Change-14,851 (-10%)
Value$5.2M (-$523.8K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares128,349 from 103,198
Change+25,151 (+24%)
Value$5.0M (+$1.0M)
Filed 2026-10-13
Virtue Capital Management, LLC
INCREASED
Shares122,043 from 24,031
Change+98,012 (+408%)
Value$4.8M (+$3.8M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares109,000 from 48,166
Change+60,834 (+126%)
Value$4.2M (+$2.4M)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares106,054 from 105,350
Change+704 (+1%)
Value$4.1M (+$66.4K)
Filed 2026-10-28
Beacon Financial Group
DECREASED
Shares102,512 from 114,063
Change-11,551 (-10%)
Value$4.0M (-$407.7K)
Filed 2026-10-19
Columbia Advisory Partners LLC
DECREASED
Shares93,126 from 99,244
Change-6,118 (-6%)
Value$3.6M (-$201.6K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares89,301 from 86,184
Change+3,117 (+4%)
Value$3.5M (+$153.3K)
Filed 2026-10-16
HFG Wealth Management, LLC
UNCHANGED
Shares87,145 from 87,145
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-16
ATX Financial Planning, LLC
DECREASED
Shares86,686 from 203,220
Change-116,534 (-57%)
Value$3.4M (-$4.5M)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares75,096 from 52,260
Change+22,836 (+44%)
Value$2.9M (+$908.8K)
Filed 2026-10-26
Selby Wealth Management, LLC
INCREASED
Shares67,352 from 65,291
Change+2,061 (+3%)
Value$2.6M (+$104.5K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares64,341 from 47,398
Change+16,943 (+36%)
Value$2.5M (+$677.7K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares62,828 from 62,025
Change+803 (+1%)
Value$2.4M (+$54.2K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares62,223 from 7,115
Change+55,108 (+775%)
Value$2.4M (+$2.1M)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares61,071 from 90,110
Change-29,039 (-32%)
Value$2.4M (-$1.1M)
Filed 2026-10-29
Milestone Asset Management, LLC
DECREASED
Shares58,092 from 58,608
Change-516 (-1%)
Value$2.3M (+$1.6K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares57,856 from 55,492
Change+2,364 (+4%)
Value$2.3M (+$112.6K)
Filed 2026-11-05
Kellett Wealth Advisors, LLC
DECREASED
Shares50,532 from 51,128
Change-596 (-1%)
Value$2.0M (-$4.3K)
Filed 2026-10-15
Balance Wealth Partners LLC
DECREASED
Shares50,171 from 53,395
Change-3,224 (-6%)
Value$2.0M (-$105.8K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares48,296 from 47,370
Change+926 (+2%)
Value$1.9M (+$53.6K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares44,848 from 17,608
Change+27,240 (+155%)
Value$1.7M (+$1.1M)
Filed 2026-10-08
Occidental Asset Management, LLC
INCREASED
Shares40,199 from 21,994
Change+18,205 (+83%)
Value$1.6M (+$717.2K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares38,169 from 35,469
Change+2,700 (+8%)
Value$1.5M (+$118.3K)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares33,003
Change+33,003
Value$1.3M
Filed 2026-10-29
KFG Wealth Management, LLC
INCREASED
Shares32,649 from 25,140
Change+7,509 (+30%)
Value$1.3M (+$301.8K)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares28,537 from 37,791
Change-9,254 (-24%)
Value$1.1M (-$346.4K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares28,376 from 27,985
Change+391 (+1%)
Value$1.1M (+$25.6K)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
INCREASED
Shares27,823 from 25,814
Change+2,009 (+8%)
Value$1.1M (+$106.2K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares26,368 from 255,636
Change-229,268 (-90%)
Value$1.0M (-$8.8M)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares26,356 from 22,824
Change+3,532 (+15%)
Value$1.0M (+$146.0K)
Filed 2026-10-23
Castleview Partners, LLC
INCREASED
Shares25,635 from 25,051
Change+584 (+2%)
Value$998.5K (+$32.0K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares24,887 from 25,151
Change-264 (-1%)
Value$969.3K (-$990)
Filed 2026-11-02
Websterrogers Financial Advisors, LLC
NEW
Shares24,732
Change+24,732
Value$963.3K
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares23,646 from 23,889
Change-243 (-1%)
Value$921.0K (-$626)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares23,070 from 27,340
Change-4,270 (-16%)
Value$898.6K (-$156.2K)
Filed 2026-10-13
Sard Wealth Management Group, LLC
INCREASED
Shares22,593 from 21,944
Change+649 (+3%)
Value$880.0K (+$33.4K)
Filed 2026-10-16
Tortuga Wealth Management, Inc
INCREASED
Shares22,429 from 19,133
Change+3,296 (+17%)
Value$873.9K (+$135.6K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
INCREASED
Shares22,184 from 21,907
Change+277 (+1%)
Value$864.1K (+$18.9K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares22,169 from 24,014
Change-1,845 (-8%)
Value$863.5K (-$63.0K)
Filed 2026-11-04
Patten & Patten Inc
NEW
Shares21,850
Change+21,850
Value$851.1K
Filed 2026-10-26
Archford Capital Strategies, LLC
DECREASED
Shares21,120 from 21,461
Change-341 (-2%)
Value$822.6K (-$5.3K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares20,667 from 9,343
Change+11,324 (+121%)
Value$805.0K (+$444.5K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares20,540 from 20,145
Change+395 (+2%)
Value$800.0K (+$22.8K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares19,690 from 6,243
Change+13,447 (+215%)
Value$766.9K (+$526.1K)
Filed 2026-10-15
Southern Capital Advisors, LLC
INCREASED
Shares18,381 from 18,328
Change+53 (+0%)
Value$715.9K (+$8.8K)
Filed 2026-10-26
Fifth Third Securities, Inc.
NEW
Shares17,781
Change+17,781
Value$692.6K
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares17,546 from 17,024
Change+522 (+3%)
Value$683.4K (+$26.6K)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares16,610 from 12,254
Change+4,356 (+36%)
Value$647.0K (+$174.2K)
Filed 2026-10-27
Foronjy Financial LLC
INCREASED
Shares14,837 from 14,784
Change+53 (+0%)
Value$577.9K (+$7.5K)
Filed 2026-10-14
IMG Wealth Management, Inc.
DECREASED
Shares14,491 from 16,968
Change-2,477 (-15%)
Value$564.4K (-$90.2K)
Filed 2026-10-27
William Mack & Associates, Inc.
INCREASED
Shares14,457 from 13,082
Change+1,375 (+11%)
Value$563.1K (+$58.4K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares14,279 from 13,906
Change+373 (+3%)
Value$556.2K (+$19.7K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares14,257 from 12,853
Change+1,404 (+11%)
Value$555.3K (+$61.7K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares14,238 from 14,229
Change+9 (+0%)
Value$554.6K (+$5.6K)
Filed 2026-10-30
Beacon Financial Strategies Corp
UNCHANGED
Shares13,987 from 13,987
Change0 (0%)
Value$544.8K (+$5.2K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares12,710 from 12,703
Change+7 (+0%)
Value$495.1K (+$5.0K)
Filed 2026-10-15
Diligent Investors, LLC
UNCHANGED
Shares12,440 from 12,440
Change0 (0%)
Value$484.5K (+$4.6K)
Filed 2026-10-21
CRA Financial Services, LLC
UNCHANGED
Shares11,770 from 11,770
Change0 (0%)
Value$458.4K (+$4.4K)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares11,697 from 11,697
Change0 (0%)
Value$455.6K (+$4.3K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares10,743 from 10,879
Change-136 (-1%)
Value$418.7K (-$1.3K)
Filed 2026-10-20
Worth Asset Management, LLC
INCREASED
Shares10,647 from 10,547
Change+100 (+1%)
Value$414.7K (+$7.8K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares10,528 from 8,316
Change+2,212 (+27%)
Value$410.1K (+$89.3K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares10,195 from 10,210
Change-15 (0%)
Value$397.1K (+$3.2K)
Filed 2026-10-20
Leelyn Smith, LLC
INCREASED
Shares9,364 from 8,364
Change+1,000 (+12%)
Value$364.7K (+$42.0K)
Filed 2026-11-03
Cypress Wealth Services, LLC
DECREASED
Shares9,312 from 9,881
Change-569 (-6%)
Value$369.0K (-$12.2K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares9,287 from 5,553
Change+3,734 (+67%)
Value$361.7K (+$147.5K)
Filed 2026-11-02
Old Port Advisors
UNCHANGED
Shares9,245 from 9,245
Change0 (0%)
Value$360.1K (+$3.4K)
Filed 2026-10-23
Encompass More Asset Management
DECREASED
Shares8,786 from 9,079
Change-293 (-3%)
Value$342.2K (-$8.1K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares8,759
Change+8,759
Value$341.2K
Filed 2026-10-21
Sovran Advisors, LLC
DECREASED
Shares8,663 from 9,678
Change-1,015 (-10%)
Value$341.8K (-$27.9K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares7,810 from 14,910
Change-7,100 (-48%)
Value$304.2K (-$271.0K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
INCREASED
Shares7,495 from 7,095
Change+400 (+6%)
Value$291.9K (+$18.2K)
Filed 2026-10-09
Financial Designs Corp
DECREASED
Shares6,725 from 6,814
Change-89 (-1%)
Value$261.9K (-$945)
Filed 2026-10-09
Zega Investments, LLC
NEW
Shares6,332
Change+6,332
Value$246.6K
Filed 2026-11-04
First Heartland Consultants, Inc.
UNCHANGED
Shares6,167 from 6,167
Change0 (0%)
Value$240.2K (+$2.3K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares6,020
Change+6,020
Value$234.5K
Filed 2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED
Shares5,918 from 5,918
Change0 (0%)
Value$230.5K (+$2.2K)
Filed 2026-10-13
Elevation Wealth Management LLC
INCREASED
Shares5,796 from 5,795
Change+1 (+0%)
Value$225.9K (+$2.1K)
Filed 2026-11-02
Midwest Financial Group LLC
NEW
Shares5,560
Change+5,560
Value$216.6K
Filed 2026-10-15
Valtinson Bruner Financial Planning LLC
NEW
Shares5,148
Change+5,148
Value$200.5K
Filed 2026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,849 from 4,849
Change0 (0%)
Value$188.9K (+$1.8K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares4,579 from 4,622
Change-43 (-1%)
Value$178.4K (+$35)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,134 from 1,815
Change+1,319 (+73%)
Value$122.1K (+$52.0K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,007 from 3,035
Change-28 (-1%)
Value$80.0K (+$60.9K)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$116.9K (+$1.1K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$105.2K (+$999)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares2,288 from 2,212
Change+76 (+3%)
Value$89.1K (+$3.8K)
Filed 2026-10-16
Weaver Capital Management LLC
NEW
Shares2,012
Change+2,012
Value$78.4K
Filed 2026-10-15
Vima LLC
DECREASED
Shares1,347 from 2,423
Change-1,076 (-44%)
Value$52.5K (-$41.0K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$40.9K (+$389)
Filed 2026-10-07
Whipplewood Advisors, LLC
DECREASED
Shares871 from 3,086
Change-2,215 (-72%)
Value$33.9K (-$85.1K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares561 from 374
Change+187 (+50%)
Value$21.9K (+$7.4K)
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares533 from 550
Change-17 (-3%)
Value$21 ($0)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares400
Change+400
Value$15.6K
Filed 2026-11-03
Nova Financial LLC
NEW
Shares365
Change+365
Value$14.2K
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$11.7K (+$118)
Filed 2026-10-13
Country Trust Bank
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$10.9K (+$104)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
NEW
Shares79
Change+79
Value$3.1K
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares67
Change+67
Value$2.6K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.1K (+$20)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
NEW
Shares31
Change+31
Value$1.2K
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.0K (+$10)
Filed 2026-10-30
Citigroup Inc
NEW
Shares15
Change+15
Value$584
Filed 2026-11-04
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 29,494
Change-29,494 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Jacobi Capital Management LLC
CLOSED
Shares0 from 21,308
Change-21,308 (-100%)
Value$0 (-$822.1K)
Filed 2026-11-05
Advisor Resource Council
CLOSED
Shares0 from 21,036
Change-21,036 (-100%)
Value$0 (-$811.6K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
CLOSED
Shares0 from 8,203
Change-8,203 (-100%)
Value$0 (-$316.5K)
Filed 2026-10-21
Perigon Wealth Management, LLC
CLOSED
Shares0 from 7,510
Change-7,510 (-100%)
Value$0 (-$289.7K)
Filed 2026-10-22
Forza Wealth Management, LLC
CLOSED
Shares0 from 6,698
Change-6,698 (-100%)
Value$0 (-$258.4K)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 5,274
Change-5,274 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 6,161,003
Change-6,161,003 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,038,926
Change-6,038,926 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,914,894
Change-4,914,894 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,404,900
Change-2,404,900 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 702,661
Change-702,661 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 639,865
Change-639,865 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 564,622
Change-564,622 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 554,025
Change-554,025 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 518,730
Change-518,730 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 432,556
Change-432,556 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 384,276
Change-384,276 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 379,876
Change-379,876 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 354,662
Change-354,662 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 311,487
Change-311,487 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 280,125
Change-280,125 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 278,719
Change-278,719 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 263,568
Change-263,568 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 258,979
Change-258,979 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 255,376
Change-255,376 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 254,078
Change-254,078 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 244,389
Change-244,389 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 244,326
Change-244,326 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 221,852
Change-221,852 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 216,783
Change-216,783 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 208,597
Change-208,597 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 202,875
Change-202,875 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 197,140
Change-197,140 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 187,861
Change-187,861 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 165,630
Change-165,630 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 155,009
Change-155,009 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 149,841
Change-149,841 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 149,575
Change-149,575 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 146,701
Change-146,701 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 141,641
Change-141,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 131,973
Change-131,973 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 128,659
Change-128,659 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 124,774
Change-124,774 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 105,626
Change-105,626 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 97,124
Change-97,124 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 92,180
Change-92,180 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 89,999
Change-89,999 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 81,128
Change-81,128 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 71,064
Change-71,064 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 69,900
Change-69,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,833
Change-65,833 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,482
Change-49,482 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 45,348
Change-45,348 (-100%)
Value—
Stephens Inc
N/A
Shares— from 45,289
Change-45,289 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 41,205
Change-41,205 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 37,651
Change-37,651 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 36,456
Change-36,456 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 36,385
Change-36,385 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,867
Change-32,867 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 32,787
Change-32,787 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 31,647
Change-31,647 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 27,137
Change-27,137 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 25,426
Change-25,426 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 25,246
Change-25,246 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 24,599
Change-24,599 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 23,992
Change-23,992 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,273
Change-22,273 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 22,130
Change-22,130 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,061
Change-22,061 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,325
Change-18,325 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 16,001
Change-16,001 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,165
Change-12,165 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,879
Change-11,879 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,102
Change-11,102 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,516
Change-10,516 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
&partners
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,124
Change-7,124 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 991
Change-991 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 708
Change-708 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
EFG International AG
N/A
Shares— from 301
Change-301 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
UBS Group AG
N/A
Shares— from 200
Change-200 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Status
Americana Partners, LLC
INCREASED3,611,4143,471,601+139,813+4%$133.9M$140.7M+$6.7M2026-10-28
Commonwealth Equity Services, LLC
DECREASED1,577,2261,590,696-13,470-1%$61.4M$61.4M+$63.9K2026-11-02
Chicago Partners Investment Group LLC
DECREASED1,003,8631,102,852-98,989-9%$42.2M$39.3M-$2.9M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED954,682927,070+27,612+3%$35.8M$37.2M+$1.4M2026-11-02
Brookstone Capital Management
INCREASED806,842630,487+176,355+28%$24.3M$31.4M+$7.1M2026-10-22
Liberty Atlantic Advisors LLC
INCREASED752,483682,497+69,986+10%$26.3M$29.3M+$3.0M2026-10-14
Atticus Wealth Management, LLC
INCREASED726,727644,710+82,017+13%$24.9M$28.3M+$3.4M2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED648,515631,184+17,331+3%$24.4M$25.3M+$906.9K2026-10-13
Thrivent Financial for Lutherans
INCREASED389,213185,103+204,110+110%$7.1M$15.2M+$8.0M2026-11-05
Southland Equity Partners LLC
DECREASED288,481304,474-15,993-5%$11.7M$11.2M-$510.3K2026-10-14
NewCorp Financial Services, Inc.
INCREASED261,481241,758+19,723+8%$9.3M$10.2M+$857.7K2026-10-14
Pinnacle Wealth Management Group, Inc.
INCREASED250,855247,451+3,404+1%$9.5M$9.8M+$224.2K2026-10-15
Winnacle Wealth LLC
DECREASED207,267239,310-32,043-13%$9.2M$8.1M-$1.2M2026-10-15
Evolution Wealth Management Inc.
DECREASED196,140218,621-22,481-10%$8.4M$7.6M-$794.7K2026-10-28
Farther Finance Advisors, LLC
DECREASED195,459196,503-1,044-1%$7.6M$7.6M+$32.0K2026-10-08
Triumph Capital Management
DECREASED181,623186,151-4,528-2%$7.2M$7.1M-$107.5K2026-10-14
Visionary Wealth Advisors
INCREASED169,229163,500+5,729+4%$6.3M$6.6M+$283.6K2026-11-04
Independent Financial Group, LLC
DECREASED166,851168,868-2,017-1%$6.5M$6.5M-$16.1K2026-10-13
Kestra Advisory Services, LLC
DECREASED142,778144,682-1,904-1%$5.6M$5.6M-$20.6K2026-11-02
Split Rock Private Trading & Wealth Management, LLC
INCREASED140,827138,981+1,846+1%$5.4M$5.5M+$123.3K2026-10-15
Holos Integrated Wealth LLC
INCREASED134,893125,326+9,567+8%$4.9M$5.3M+$443.2K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED133,947124,761+9,186+7%$4.8M$5.3M+$449.4K2026-10-13
Worth Financial Advisory Group, LLC
DECREASED132,967147,818-14,851-10%$5.7M$5.2M-$523.8K2026-10-19
Signal Advisors Wealth, LLC
INCREASED128,349103,198+25,151+24%$4.0M$5.0M+$1.0M2026-10-13
Virtue Capital Management, LLC
INCREASED122,04324,031+98,012+408%$927.1K$4.8M+$3.8M2026-10-29
Signaturefd, LLC
INCREASED109,00048,166+60,834+126%$1.9M$4.2M+$2.4M2026-10-23
Intrua Financial, LLC
INCREASED106,054105,350+704+1%$4.1M$4.1M+$66.4K2026-10-28
Beacon Financial Group
DECREASED102,512114,063-11,551-10%$4.4M$4.0M-$407.7K2026-10-19
Columbia Advisory Partners LLC
DECREASED93,12699,244-6,118-6%$3.8M$3.6M-$201.6K2026-10-15
Beacon Financial Advisory LLC
INCREASED89,30186,184+3,117+4%$3.3M$3.5M+$153.3K2026-10-16
HFG Wealth Management, LLC
UNCHANGED87,14587,14500%$3.4M$3.4M$02026-10-16
ATX Financial Planning, LLC
DECREASED86,686203,220-116,534-57%$7.8M$3.4M-$4.5M2026-10-14
Flagship Harbor Advisors, LLC
INCREASED75,09652,260+22,836+44%$2.0M$2.9M+$908.8K2026-10-26
Selby Wealth Management, LLC
INCREASED67,35265,291+2,061+3%$2.5M$2.6M+$104.5K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED64,34147,398+16,943+36%$1.8M$2.5M+$677.7K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED62,82862,025+803+1%$2.4M$2.4M+$54.2K2026-10-16
Sowell Financial Services LLC
INCREASED62,2237,115+55,108+775%$274.5K$2.4M+$2.1M2026-10-23
Trek Financial, LLC
DECREASED61,07190,110-29,039-32%$3.5M$2.4M-$1.1M2026-10-29
Milestone Asset Management, LLC
DECREASED58,09258,608-516-1%$2.3M$2.3M+$1.6K2026-10-15
Meridian Wealth Management, LLC
INCREASED57,85655,492+2,364+4%$2.1M$2.3M+$112.6K2026-11-05
Kellett Wealth Advisors, LLC
DECREASED50,53251,128-596-1%$2.0M$2.0M-$4.3K2026-10-15
Balance Wealth Partners LLC
DECREASED50,17153,395-3,224-6%$2.1M$2.0M-$105.8K2026-10-27
Truist Financial Corp
INCREASED48,29647,370+926+2%$1.8M$1.9M+$53.6K2026-10-30
CoreCap Advisors, LLC
INCREASED44,84817,608+27,240+155%$679.3K$1.7M+$1.1M2026-10-08
Occidental Asset Management, LLC
INCREASED40,19921,994+18,205+83%$848.5K$1.6M+$717.2K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED38,16935,469+2,700+8%$1.4M$1.5M+$118.3K2026-10-22
Vise Technologies, Inc.
NEW33,003—+33,003——$1.3M—2026-10-29
KFG Wealth Management, LLC
INCREASED32,64925,140+7,509+30%$969.9K$1.3M+$301.8K2026-10-16
CGN Advisors LLC
DECREASED28,53737,791-9,254-24%$1.5M$1.1M-$346.4K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED28,37627,985+391+1%$1.1M$1.1M+$25.6K2026-10-28
CFS Investment Advisory Services, LLC
INCREASED27,82325,814+2,009+8%$996.4K$1.1M+$106.2K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED26,368255,636-229,268-90%$9.9M$1.0M-$8.8M2026-11-05
Sigma Planning Corp
INCREASED26,35622,824+3,532+15%$880.5K$1.0M+$146.0K2026-10-23
Castleview Partners, LLC
INCREASED25,63525,051+584+2%$966.5K$998.5K+$32.0K2026-10-09
Claro Advisors Inc.
DECREASED24,88725,151-264-1%$970.3K$969.3K-$9902026-11-02
Websterrogers Financial Advisors, LLC
NEW24,732—+24,732——$963.3K—2026-11-02
Well Done, LLC
DECREASED23,64623,889-243-1%$921.6K$921.0K-$6262026-10-20
Ifrah Financial Services, Inc.
DECREASED23,07027,340-4,270-16%$1.1M$898.6K-$156.2K2026-10-13
Sard Wealth Management Group, LLC
INCREASED22,59321,944+649+3%$846.6K$880.0K+$33.4K2026-10-16
Tortuga Wealth Management, Inc
INCREASED22,42919,133+3,296+17%$738.3K$873.9K+$135.6K2026-10-27
Cornerstone Wealth Management, LLC
INCREASED22,18421,907+277+1%$845.2K$864.1K+$18.9K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED22,16924,014-1,845-8%$926.5K$863.5K-$63.0K2026-11-04
Patten & Patten Inc
NEW21,850—+21,850——$851.1K—2026-10-26
Archford Capital Strategies, LLC
DECREASED21,12021,461-341-2%$828.0K$822.6K-$5.3K2026-10-19
XY Planning Network, Inc.
INCREASED20,6679,343+11,324+121%$360.5K$805.0K+$444.5K2026-10-14
MGO One Seven LLC
INCREASED20,54020,145+395+2%$777.2K$800.0K+$22.8K2026-10-28
Atria Investments, Inc
INCREASED19,6906,243+13,447+215%$240.9K$766.9K+$526.1K2026-10-15
Southern Capital Advisors, LLC
INCREASED18,38118,328+53+0%$707.1K$715.9K+$8.8K2026-10-26
Fifth Third Securities, Inc.
NEW17,781—+17,781——$692.6K—2026-10-21
Bank of New York Mellon Corp
INCREASED17,54617,024+522+3%$656.8K$683.4K+$26.6K2026-11-05
VestGen Advisors, LLC
INCREASED16,61012,254+4,356+36%$472.8K$647.0K+$174.2K2026-10-27
Foronjy Financial LLC
INCREASED14,83714,784+53+0%$570.4K$577.9K+$7.5K2026-10-14
IMG Wealth Management, Inc.
DECREASED14,49116,968-2,477-15%$654.6K$564.4K-$90.2K2026-10-27
William Mack & Associates, Inc.
INCREASED14,45713,082+1,375+11%$504.7K$563.1K+$58.4K2026-10-27
Golden State Wealth Management, LLC
INCREASED14,27913,906+373+3%$536.5K$556.2K+$19.7K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED14,25712,853+1,404+11%$493.6K$555.3K+$61.7K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED14,23814,229+9+0%$549.0K$554.6K+$5.6K2026-10-30
Beacon Financial Strategies Corp
UNCHANGED13,98713,98700%$539.6K$544.8K+$5.2K2026-10-14
WealthPlan Investment Management, LLC
INCREASED12,71012,703+7+0%$490.1K$495.1K+$5.0K2026-10-15
Diligent Investors, LLC
UNCHANGED12,44012,44000%$479.9K$484.5K+$4.6K2026-10-21
CRA Financial Services, LLC
UNCHANGED11,77011,77000%$454.1K$458.4K+$4.4K2026-10-16
Apollon Financial, LLC
UNCHANGED11,69711,69700%$451.3K$455.6K+$4.3K2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED10,74310,879-136-1%$420.0K$418.7K-$1.3K2026-10-20
Worth Asset Management, LLC
INCREASED10,64710,547+100+1%$406.9K$414.7K+$7.8K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED10,5288,316+2,212+27%$320.8K$410.1K+$89.3K2026-10-21
Private Trust Co NA
DECREASED10,19510,210-150%$393.9K$397.1K+$3.2K2026-10-20
Leelyn Smith, LLC
INCREASED9,3648,364+1,000+12%$322.7K$364.7K+$42.0K2026-11-03
Cypress Wealth Services, LLC
DECREASED9,3129,881-569-6%$381.2K$369.0K-$12.2K2026-10-21
Creative Planning
INCREASED9,2875,553+3,734+67%$214.2K$361.7K+$147.5K2026-11-02
Old Port Advisors
UNCHANGED9,2459,24500%$356.7K$360.1K+$3.4K2026-10-23
Encompass More Asset Management
DECREASED8,7869,079-293-3%$350.3K$342.2K-$8.1K2026-10-16
Root Financial Partners, LLC
NEW8,759—+8,759——$341.2K—2026-10-21
Sovran Advisors, LLC
DECREASED8,6639,678-1,015-10%$369.7K$341.8K-$27.9K2026-11-02
HBW Advisory Services LLC
DECREASED7,81014,910-7,100-48%$575.2K$304.2K-$271.0K2026-10-15
Gilpin Wealth Management, LLC
INCREASED7,4957,095+400+6%$273.7K$291.9K+$18.2K2026-10-09
Financial Designs Corp
DECREASED6,7256,814-89-1%$262.9K$261.9K-$9452026-10-09
Zega Investments, LLC
NEW6,332—+6,332——$246.6K—2026-11-04
First Heartland Consultants, Inc.
UNCHANGED6,1676,16700%$237.9K$240.2K+$2.3K2026-10-08
EverSource Wealth Advisors, LLC
NEW6,020—+6,020——$234.5K—2026-11-04
Fiduciary Financial Group, LLC
UNCHANGED5,9185,91800%$228.3K$230.5K+$2.2K2026-10-13
Elevation Wealth Management LLC
INCREASED5,7965,795+1+0%$223.7K$225.9K+$2.1K2026-11-02
Midwest Financial Group LLC
NEW5,560—+5,560——$216.6K—2026-10-15
Valtinson Bruner Financial Planning LLC
NEW5,148—+5,148——$200.5K—2026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED4,8494,84900%$187.1K$188.9K+$1.8K2026-10-28
Fifth Third Bancorp
DECREASED4,5794,622-43-1%$178.3K$178.4K+$352026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED3,1341,815+1,319+73%$70.0K$122.1K+$52.0K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED3,0073,035-28-1%$19.1K$80.0K+$60.9K2026-11-04
Creative Financial Designs Inc
UNCHANGED3,0003,00000%$115.7K$116.9K+$1.1K2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED2,7002,70000%$104.2K$105.2K+$9992026-10-20
IFP Advisors, Inc
INCREASED2,2882,212+76+3%$85.3K$89.1K+$3.8K2026-10-16
Weaver Capital Management LLC
NEW2,012—+2,012——$78.4K—2026-10-15
Vima LLC
DECREASED1,3472,423-1,076-44%$93.5K$52.5K-$41.0K2026-10-23
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,0491,04900%$40.5K$40.9K+$3892026-10-07
Whipplewood Advisors, LLC
DECREASED8713,086-2,215-72%$119.1K$33.9K-$85.1K2026-10-20
Assetmark, Inc
INCREASED561374+187+50%$14.4K$21.9K+$7.4K2026-10-21
Covestor Ltd
DECREASED533550-17-3%$21$21$02026-10-30
Ascentis Independent Advisors
NEW400—+400——$15.6K—2026-11-03
Nova Financial LLC
NEW365—+365——$14.2K—2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED30130100%$11.6K$11.7K+$1182026-10-13
Country Trust Bank
UNCHANGED28028000%$10.8K$10.9K+$1042026-10-30
Brown, Lisle Ings, Inc.
NEW79—+79——$3.1K—2026-10-16
Latitude Advisors, LLC
NEW67—+67——$2.6K—2026-10-27
Archer Investment Corp
UNCHANGED545400%$2.1K$2.1K+$202026-11-05
Dhjj Financial Advisors, Ltd.
NEW31—+31——$1.2K—2026-10-23
Spire Wealth Management
UNCHANGED262600%$1.0K$1.0K+$102026-10-30
Citigroup Inc
NEW15—+15——$584—2026-11-04
Amicus Financial Advisors, LLC
CLOSED029,494-29,494-100%$1.1M$0-$1.1M2026-11-03
Jacobi Capital Management LLC
CLOSED021,308-21,308-100%$822.1K$0-$822.1K2026-11-05
Advisor Resource Council
CLOSED021,036-21,036-100%$811.6K$0-$811.6K2026-11-05
John W. Brooker & Co., CPAs
CLOSED08,203-8,203-100%$316.5K$0-$316.5K2026-10-21
Perigon Wealth Management, LLC
CLOSED07,510-7,510-100%$289.7K$0-$289.7K2026-10-22
Forza Wealth Management, LLC
CLOSED06,698-6,698-100%$258.4K$0-$258.4K2026-10-20
Jefferies Financial Group Inc.
CLOSED05,274-5,274-100%$203.5K$0-$203.5K2026-11-05
International Assets Investment Management, LLC
CLOSED097-97-100%$3.7K$0-$3.7K2026-11-02
Bank of America Corp
N/A—6,161,003-6,161,003-100%$237.7M———
LPL Financial LLC
N/A—6,038,926-6,038,926-100%$233.0M———
Envestnet Asset Management Inc
N/A—4,914,894-4,914,894-100%$189.6M———
Kingsview Wealth Management, LLC
N/A—2,404,900-2,404,900-100%$92.8M———
Osaic Holdings, Inc.
N/A—702,661-702,661-100%$27.1M———
Cetera Investment Advisers
N/A—639,865-639,865-100%$24.7M———
VanWeelden Wealth Management, LLC
N/A—564,622-564,622-100%$21.8M———
Delta Investment Management, LLC
N/A—554,025-554,025-100%$21.4M———
Raymond James Financial Inc
N/A—518,730-518,730-100%$20.0M———
Rothschild Wealth LLC
N/A—432,556-432,556-100%$16.7M———
United Capital Financial Advisors, LLC
N/A—384,276-384,276-100%$14.8M———
HighTower Advisors, LLC
N/A—379,876-379,876-100%$14.7M———
Principal Securities, Inc.
N/A—354,662-354,662-100%$13.7M———
Rockefeller Capital Management L.P.
N/A—311,487-311,487-100%$12.0M———
Private Advisor Group, LLC
N/A—280,125-280,125-100%$10.8M———
AE Wealth Management LLC
N/A—278,719-278,719-100%$10.8M———
MML Investors Services, LLC
N/A—263,568-263,568-100%$10.2M———
Envestnet Portfolio Solutions, Inc.
N/A—258,979-258,979-100%$10.0M———
Vestmark Advisory Solutions, Inc.
N/A—255,376-255,376-100%$9.9M———
Stratos Wealth Partners, Ltd.
N/A—254,078-254,078-100%$9.8M———
Pallas Capital Advisors LLC
N/A—244,389-244,389-100%$9.4M———
CCG Wealth Management, LLC
N/A—244,326-244,326-100%$9.4M———
NewEdge Advisors, LLC
N/A—221,852-221,852-100%$8.6M———
Snowden Capital Advisors LLC
N/A—216,783-216,783-100%$8.4M———
Perennial Investment Advisors, LLC
N/A—208,597-208,597-100%$8.0M———
Wells Fargo & Company
N/A—202,875-202,875-100%$7.8M———
Global Retirement Partners, LLC
N/A—197,140-197,140-100%$7.6M———
First Commonwealth Financial Corp
N/A—187,861-187,861-100%$7.2M———
Tradition Wealth Management, LLC
N/A—165,630-165,630-100%$6.4M———
OneDigital Investment Advisors LLC
N/A—155,009-155,009-100%$6.0M———
Advisory Services Network, LLC
N/A—149,841-149,841-100%$5.8M———
IHT Wealth Management, LLC
N/A—149,575-149,575-100%$5.8M———
Integrated Wealth Concepts LLC
N/A—146,701-146,701-100%$5.7M———
Cofg Advisors, LLC
N/A—141,641-141,641-100%$5.5M———
Steward Partners Investment Advisory, LLC
N/A—131,973-131,973-100%$5.1M———
Janney Montgomery Scott LLC
N/A—128,659-128,659-100%$5.0M———
Compass Capital Corp
N/A—124,774-124,774-100%$4.9M———
GWN Securities Inc.
N/A—105,626-105,626-100%$4.1M———
Harbour Investments, Inc.
N/A—97,124-97,124-100%$3.7M———
Ameritas Advisory Services, LLC
N/A—92,180-92,180-100%$3.6M———
Foundations Investment Advisors, LLC
N/A—89,999-89,999-100%$3.5M———
WorthPointe, LLC
N/A—81,128-81,128-100%$3.1M———
CreativeOne Wealth, LLC
N/A—71,064-71,064-100%$2.7M———
Summit Financial, LLC
N/A—69,900-69,900-100%$2.7M———
Jane Street Group, LLC
N/A—65,833-65,833-100%$2.5M———
Equitable Holdings, Inc.
N/A—49,482-49,482-100%$1.9M———
Quantinno Capital Management LP
N/A—45,348-45,348-100%$1.7M———
Stephens Inc
N/A—45,289-45,289-100%$1.7M———
RED Reef Advisors LLC
N/A—41,205-41,205-100%$1.6M———
Benson Wealth Management Inc
N/A—37,651-37,651-100%$1.5M———
Core Wealth Advisors, Inc.
N/A—36,456-36,456-100%$1.4M———
Glen Eagle Advisors, LLC
N/A—36,385-36,385-100%$1.4M———
Arax Advisory Partners
N/A—32,867-32,867-100%$1.3M———
Addison Capital Co
N/A—32,787-32,787-100%$1.3M———
Nest Investments, LLC
N/A—31,647-31,647-100%$1.2M———
Secured Retirement Advisors, LLC
N/A—27,137-27,137-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—25,426-25,426-100%$980.9K———
Keebeck Wealth Management
N/A—25,246-25,246-100%$974.6K———
Freedom Investment Management, Inc.
N/A—24,599-24,599-100%$949.0K———
Innovative Asset Advisors Group, LLC
N/A—23,992-23,992-100%$926.2K———
World Investment Advisors
N/A—22,273-22,273-100%$789.5K———
Clearstead Advisors, LLC
N/A—22,130-22,130-100%$853.8K———
NewEdge Wealth, LLC
N/A—22,061-22,061-100%$851.1K———
Mariner, LLC
N/A—18,325-18,325-100%$707.0K———
Smartleaf Asset Management LLC
N/A—17,406-17,406-100%$668.4K———
LifePlan Investment Advisors, Inc.
N/A—16,001-16,001-100%$617.3K———
Focus Partners Advisor Solutions, LLC
N/A—15,700-15,700-100%$605.7K———
Ibex Wealth Advisors
N/A—15,151-15,151-100%$584.5K———
Western Wealth Management, LLC
N/A—14,029-14,029-100%$541.2K———
Maripau Wealth Management LLC
N/A—13,904-13,904-100%$536.4K———
Wealthgarden F.S. LLC
N/A—12,165-12,165-100%$469.3K———
Savvy Advisors, Inc.
N/A—11,879-11,879-100%$458.3K———
Gateway Wealth Partners, LLC
N/A—11,102-11,102-100%$428.3K———
WCG Wealth Advisors LLC
N/A—10,718-10,718-100%$413.5K———
Great Valley Advisor Group, Inc.
N/A—10,516-10,516-100%$406.0K———
Mpwm Advisory Solutions, LLC
N/A—10,320-10,320-100%$398.1K———
Disciplined Investments, LLC
N/A—8,832-8,832-100%$340.7K———
Smith, Moore & Co.
N/A—8,283-8,283-100%$319.6K———
&partners
N/A—8,104-8,104-100%$312.7K———
Focus Partners Wealth
N/A—7,789-7,789-100%$300.5K———
Founders Financial Alliance, LLC
N/A—7,485-7,485-100%$288.8K———
Merit Financial Group, LLC
N/A—7,442-7,442-100%$287.1K———
Sanctuary Advisors, LLC
N/A—7,124-7,124-100%$274.9K———
Centaurus Financial, Inc.
N/A—6,569-6,569-100%$253.0K———
Yarger Wealth Strategies, LLC
N/A—6,469-6,469-100%$251.4K———
Capital Investment Management, Inc.
N/A—6,345-6,345-100%$244.8K———
Pine Valley Investments Ltd Liability Co
N/A—6,225-6,225-100%$240.2K———
Orion Porfolio Solutions, LLC
N/A—5,903-5,903-100%$227.7K———
Sound View Wealth Advisors Group, LLC
N/A—5,684-5,684-100%$219.3K———
Pinnacle Family Advisors, LLC
N/A—5,308-5,308-100%$204.8K———
Macro Advisors, Inc.
N/A—5,265-5,265-100%$203.1K———
Transamerica Financial Advisors, LLC
N/A—5,239-5,239-100%$202.2K———
Ameriflex Group, Inc.
N/A—4,720-4,720-100%$182.1K———
Aptus Capital Advisors, LLC
N/A—4,469-4,469-100%$172.4K———
Regatta Research & Money Management
N/A—3,527-3,527-100%$135.9K———
Keating Financial Advisory Services, Inc.
N/A—2,445-2,445-100%$94.3K———
Luminist Capital LLC
N/A—1,384-1,384-100%$51.6K———
BFC Planning, Inc.
N/A—1,300-1,300-100%$50.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—991-991-100%$38.2K———
IFG Advisory, LLC
N/A—900-900-100%$34.7K———
Allworth Financial LP
N/A—800-800-100%$30.9K———
Morgan Stanley
N/A—708-708-100%$27.3K———
Coppell Advisory Solutions LLC
N/A—457-457-100%$804.4K———
Dunhill Financial, LLC
N/A—450-450-100%$17.4K———
EFG International AG
N/A—301-301-100%$11.6K———
Johnson Financial Group, Inc.
N/A—294-294-100%$11.4K———
BlackRock, Inc.
N/A—290-290-100%$11.2K———
UBS Group AG
N/A—200-200-100%$7.7K———
O'shaughnessy Asset Management, LLC
N/A—128-128-100%$4.9K———
Russell Investments Group, Ltd.
N/A—39-39-100%$1.5K———
Showing 244 of 244 institutions