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Inotr EQ DEF PR ETF - 1 YR F (ZFEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Trek Financial, LLC
DECREASED
Shares322,618 from 325,047
Change-2,429 (-1%)
Value$8.5M (+$62.7K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares150,231 from 187,221
Change-36,990 (-20%)
Value$4.0M (-$902.6K)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$3.0M (+$44.8K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares109,684 from 122,052
Change-12,368 (-10%)
Value$2.9M (-$278.6K)
Filed 2026-10-30
Blossom Wealth Management
UNCHANGED
Shares84,787 from 84,787
Change0 (0%)
Value$2.2M (+$33.1K)
Filed 2026-11-03
NovaPoint Capital, LLC
DECREASED
Shares84,101 from 85,026
Change-925 (-1%)
Value$2.2M (+$8.8K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,568 from 75,896
Change-2,328 (-3%)
Value$1.9M (-$32.0K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
DECREASED
Shares66,465 from 67,492
Change-1,027 (-2%)
Value$1.8M (-$772)
Filed 2026-10-29
Kestra Advisory Services, LLC
DECREASED
Shares62,354 from 79,353
Change-16,999 (-21%)
Value$1.6M (-$417.4K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares60,931 from 60,931
Change0 (0%)
Value$1.6M (+$23.8K)
Filed 2026-10-13
Peak Wealth Management LLC
UNCHANGED
Shares60,330 from 60,330
Change0 (0%)
Value$1.6M (+$29.0K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED
Shares58,836 from 58,836
Change0 (0%)
Value$1.6M (+$22.9K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED
Shares56,848 from 58,001
Change-1,153 (-2%)
Value$1.5M (-$7.8K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares36,593 from 37,633
Change-1,040 (-3%)
Value$965.1K (-$12.8K)
Filed 2026-10-29
Heck Capital Advisors, LLC
DECREASED
Shares34,390 from 44,700
Change-10,310 (-23%)
Value$907.0K (-$254.5K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares31,751 from 32,528
Change-777 (-2%)
Value$837.4K (-$7.8K)
Filed 2026-10-22
Archer Investment Corp
DECREASED
Shares29,756 from 30,228
Change-472 (-2%)
Value$784.8K (-$663)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares26,217 from 36,766
Change-10,549 (-29%)
Value$691.5K (-$263.9K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares25,604 from 25,604
Change0 (0%)
Value$675.3K (+$10.0K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
INCREASED
Shares24,825 from 20,915
Change+3,910 (+19%)
Value$654.8K (+$111.3K)
Filed 2026-10-21
Central Valley Advisors, LLC
DECREASED
Shares24,490 from 24,991
Change-501 (-2%)
Value$645.9K (-$3.5K)
Filed 2026-10-27
Chris Bulman Inc
DECREASED
Shares22,788 from 23,494
Change-706 (-3%)
Value$601.0K (-$9.5K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares21,003 from 21,003
Change0 (0%)
Value$554.0K (+$8.2K)
Filed 2026-10-06
IMG Wealth Management, Inc.
DECREASED
Shares20,198 from 24,260
Change-4,062 (-17%)
Value$532.7K (-$97.7K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares19,692 from 17,664
Change+2,028 (+11%)
Value$520.5K (+$60.1K)
Filed 2026-10-13
KFG Wealth Management, LLC
DECREASED
Shares19,250 from 24,646
Change-5,396 (-22%)
Value$507.7K (-$132.7K)
Filed 2026-10-16
Davenport & Co LLC
UNCHANGED
Shares18,743 from 18,743
Change0 (0%)
Value$494.3K (+$7.3K)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$448.4K (+$6.6K)
Filed 2026-10-23
Kelly Financial Group LLC
UNCHANGED
Shares16,185 from 16,185
Change0 (0%)
Value$426.9K (+$6.3K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares15,910 from 16,735
Change-825 (-5%)
Value$419.6K (-$15.2K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
UNCHANGED
Shares13,933 from 13,933
Change0 (0%)
Value$367.5K (+$5.4K)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
UNCHANGED
Shares13,707 from 13,707
Change0 (0%)
Value$361.5K (+$5.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
UNCHANGED
Shares13,574 from 13,574
Change0 (0%)
Value$359.1K (+$6.4K)
Filed 2026-10-21
Fortune Financial Group, Inc.
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$329.7K (+$4.9K)
Filed 2026-10-22
Souders Financial Advisors
UNCHANGED
Shares11,584 from 11,584
Change0 (0%)
Value$305.5K (+$4.5K)
Filed 2026-11-03
Crosspoint Financial, LLC
UNCHANGED
Shares11,441 from 11,441
Change0 (0%)
Value$301.8K (+$4.5K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares10,665 from 10,665
Change0 (0%)
Value$281.3K (+$4.2K)
Filed 2026-10-20
Insight Wealth Partners, LLC
UNCHANGED
Shares10,487 from 10,487
Change0 (0%)
Value$276.6K (+$4.1K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
UNCHANGED
Shares10,471 from 10,471
Change0 (0%)
Value$276.2K (+$4.1K)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares10,276 from 10,352
Change-76 (-1%)
Value$271.0K (+$2.0K)
Filed 2026-10-22
CGN Advisors LLC
DECREASED
Shares10,003 from 16,065
Change-6,062 (-38%)
Value$263.8K (-$153.6K)
Filed 2026-10-21
Oppenheimer & Co Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$263.7K (+$3.9K)
Filed 2026-10-26
PTM Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$264.6K (+$4.2K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares9,962 from 9,962
Change0 (0%)
Value$262.7K (+$3.9K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares9,347 from 8,094
Change+1,253 (+15%)
Value$246.5K (+$36.2K)
Filed 2026-10-16
Five Pine Wealth Management
DECREASED
Shares9,157 from 14,907
Change-5,750 (-39%)
Value$241.5K (-$145.8K)
Filed 2026-10-20
Sovran Advisors, LLC
UNCHANGED
Shares7,837 from 7,837
Change0 (0%)
Value$207.5K (+$3.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares5,010 from 14,120
Change-9,110 (-65%)
Value$132.1K (-$234.8K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$110.5K (+$1.6K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED
Shares2,941 from 2,941
Change0 (0%)
Value$77.6K (+$1.1K)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$42.2K (+$624)
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares1,556
Change+1,556
Value$41.0K
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$29.8K (+$440)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares250
Change+250
Value$6.6K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$2.6K (+$38)
Filed 2026-10-30
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 21,528
Change-21,528 (-100%)
Value$0 (-$559.4K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$98.7K)
Filed 2026-10-13
Raymond James Financial Inc
N/A
Shares— from 157,751
Change-157,751 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 124,394
Change-124,394 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 111,283
Change-111,283 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 100,415
Change-100,415 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 99,771
Change-99,771 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 74,397
Change-74,397 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,143
Change-69,143 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,599
Change-59,599 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 46,940
Change-46,940 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,787
Change-43,787 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,889
Change-40,889 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,366
Change-39,366 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 38,112
Change-38,112 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 35,207
Change-35,207 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,727
Change-25,727 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 23,599
Change-23,599 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,889
Change-20,889 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,569
Change-19,569 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,964
Change-17,964 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,941
Change-17,941 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,004
Change-16,004 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,703
Change-15,703 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,442
Change-14,442 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,622
Change-11,622 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,528
Change-10,528 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 628
Change-628 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Status
Trek Financial, LLC
DECREASED322,618325,047-2,429-1%$8.4M$8.5M+$62.7K2026-10-29
Commonwealth Equity Services, LLC
DECREASED150,231187,221-36,990-20%$4.9M$4.0M-$902.6K2026-11-02
Alpine Bank Wealth Management
UNCHANGED115,000115,00000%$3.0M$3.0M+$44.8K2026-10-16
Truist Financial Corp
DECREASED109,684122,052-12,368-10%$3.2M$2.9M-$278.6K2026-10-30
Blossom Wealth Management
UNCHANGED84,78784,78700%$2.2M$2.2M+$33.1K2026-11-03
NovaPoint Capital, LLC
DECREASED84,10185,026-925-1%$2.2M$2.2M+$8.8K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED73,56875,896-2,328-3%$2.0M$1.9M-$32.0K2026-11-02
Integrity Advisory Solutions, LLC
DECREASED66,46567,492-1,027-2%$1.8M$1.8M-$7722026-10-29
Kestra Advisory Services, LLC
DECREASED62,35479,353-16,999-21%$2.1M$1.6M-$417.4K2026-11-02
Lineweaver Wealth Advisors, LLC
UNCHANGED60,93160,93100%$1.6M$1.6M+$23.8K2026-10-13
Peak Wealth Management LLC
UNCHANGED60,33060,33000%$1.6M$1.6M+$29.0K2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED58,83658,83600%$1.5M$1.6M+$22.9K2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED56,84858,001-1,153-2%$1.5M$1.5M-$7.8K2026-11-03
Optima Capital LLC
DECREASED36,59337,633-1,040-3%$977.9K$965.1K-$12.8K2026-10-29
Heck Capital Advisors, LLC
DECREASED34,39044,700-10,310-23%$1.2M$907.0K-$254.5K2026-10-14
Brookstone Capital Management
DECREASED31,75132,528-777-2%$845.2K$837.4K-$7.8K2026-10-22
Archer Investment Corp
DECREASED29,75630,228-472-2%$785.5K$784.8K-$6632026-11-05
Independent Financial Group, LLC
DECREASED26,21736,766-10,549-29%$955.4K$691.5K-$263.9K2026-10-13
IFP Advisors, Inc
UNCHANGED25,60425,60400%$665.3K$675.3K+$10.0K2026-10-16
Axxcess Wealth Management, LLC
INCREASED24,82520,915+3,910+19%$543.5K$654.8K+$111.3K2026-10-21
Central Valley Advisors, LLC
DECREASED24,49024,991-501-2%$649.4K$645.9K-$3.5K2026-10-27
Chris Bulman Inc
DECREASED22,78823,494-706-3%$610.5K$601.0K-$9.5K2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED21,00321,00300%$545.8K$554.0K+$8.2K2026-10-06
IMG Wealth Management, Inc.
DECREASED20,19824,260-4,062-17%$630.4K$532.7K-$97.7K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED19,69217,664+2,028+11%$460.3K$520.5K+$60.1K2026-10-13
KFG Wealth Management, LLC
DECREASED19,25024,646-5,396-22%$640.4K$507.7K-$132.7K2026-10-16
Davenport & Co LLC
UNCHANGED18,74318,74300%$487.0K$494.3K+$7.3K2026-10-14
Signaturefd, LLC
UNCHANGED17,00017,00000%$441.7K$448.4K+$6.6K2026-10-23
Kelly Financial Group LLC
UNCHANGED16,18516,18500%$420.6K$426.9K+$6.3K2026-10-16
Evolution Wealth Management Inc.
DECREASED15,91016,735-825-5%$434.9K$419.6K-$15.2K2026-10-28
Summit Wealth Group LLC / Co
UNCHANGED13,93313,93300%$362.0K$367.5K+$5.4K2026-10-29
Cornerstone Wealth Group, LLC
UNCHANGED13,70713,70700%$356.2K$361.5K+$5.3K2026-11-02
Cypress Wealth Services, LLC
UNCHANGED13,57413,57400%$352.7K$359.1K+$6.4K2026-10-21
Fortune Financial Group, Inc.
UNCHANGED12,50012,50000%$324.8K$329.7K+$4.9K2026-10-22
Souders Financial Advisors
UNCHANGED11,58411,58400%$301.0K$305.5K+$4.5K2026-11-03
Crosspoint Financial, LLC
UNCHANGED11,44111,44100%$297.3K$301.8K+$4.5K2026-11-03
Adamsbrown Wealth Consultants LLC
UNCHANGED10,66510,66500%$277.1K$281.3K+$4.2K2026-10-20
Insight Wealth Partners, LLC
UNCHANGED10,48710,48700%$272.5K$276.6K+$4.1K2026-10-26
Sagespring Wealth Partners, LLC
UNCHANGED10,47110,47100%$272.1K$276.2K+$4.1K2026-10-22
Strategic Blueprint, LLC
DECREASED10,27610,352-76-1%$269.0K$271.0K+$2.0K2026-10-22
CGN Advisors LLC
DECREASED10,00316,065-6,062-38%$417.4K$263.8K-$153.6K2026-10-21
Oppenheimer & Co Inc
UNCHANGED10,00010,00000%$259.9K$263.7K+$3.9K2026-10-26
PTM Wealth Management, LLC
UNCHANGED10,00010,00000%$260.4K$264.6K+$4.2K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED9,9629,96200%$258.9K$262.7K+$3.9K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED9,3478,094+1,253+15%$210.3K$246.5K+$36.2K2026-10-16
Five Pine Wealth Management
DECREASED9,15714,907-5,750-39%$387.4K$241.5K-$145.8K2026-10-20
Sovran Advisors, LLC
UNCHANGED7,8377,83700%$204.2K$207.5K+$3.3K2026-11-02
CoreCap Advisors, LLC
DECREASED5,01014,120-9,110-65%$366.9K$132.1K-$234.8K2026-10-08
Harbor Investment Advisory, LLC
UNCHANGED4,1904,19000%$108.9K$110.5K+$1.6K2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED2,9412,94100%$76.4K$77.6K+$1.1K2026-11-04
Triumph Capital Management
UNCHANGED1,6001,60000%$41.6K$42.2K+$6242026-10-14
IFS Advisors, LLC
NEW1,556—+1,556——$41.0K—2026-10-14
Evermay Wealth Management LLC
UNCHANGED1,1301,13000%$29.4K$29.8K+$4402026-11-05
Latitude Advisors, LLC
NEW250—+250——$6.6K—2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED989800%$2.5K$2.6K+$382026-10-30
Clear Creek Financial Management, LLC
CLOSED021,528-21,528-100%$559.4K$0-$559.4K2026-10-28
Gill Capital Partners, LLC
CLOSED03,800-3,800-100%$98.7K$0-$98.7K2026-10-13
Raymond James Financial Inc
N/A—157,751-157,751-100%$4.1M———
Harbour Investments, Inc.
N/A—124,394-124,394-100%$3.2M———
MML Investors Services, LLC
N/A—111,283-111,283-100%$2.9M———
Cetera Investment Advisers
N/A—100,415-100,415-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—99,771-99,771-100%$2.6M———
LPL Financial LLC
N/A—74,397-74,397-100%$1.9M———
Envestnet Asset Management Inc
N/A—69,143-69,143-100%$1.8M———
Osaic Holdings, Inc.
N/A—59,599-59,599-100%$1.5M———
HighTower Advisors, LLC
N/A—46,940-46,940-100%$1.2M———
NewEdge Advisors, LLC
N/A—43,787-43,787-100%$1.1M———
Cerity Partners LLC
N/A—40,889-40,889-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—39,366-39,366-100%$1.0M———
Summit Wealth Partners, LLC
N/A—38,112-38,112-100%$990.3K———
AssuredPartners Investment Advisors, LLC
N/A—35,207-35,207-100%$914.9K———
WPWealth LLP
N/A—26,407-26,407-100%$686.2K———
Atlantic Private Wealth, LLC
N/A—26,000-26,000-100%$675.6K———
CreativeOne Wealth, LLC
N/A—25,727-25,727-100%$668.5K———
Truvestments Capital LLC
N/A—23,599-23,599-100%$613.2K———
GWN Securities Inc.
N/A—20,889-20,889-100%$542.8K———
Steward Partners Investment Advisory, LLC
N/A—19,569-19,569-100%$508.5K———
AE Wealth Management LLC
N/A—17,964-17,964-100%$466.8K———
Old Mission Capital LLC
N/A—17,941-17,941-100%$466.2K———
Prostatis Group LLC
N/A—17,256-17,256-100%$448.4K———
Waverly Advisors, LLC
N/A—16,004-16,004-100%$415.9K———
Tradition Wealth Management, LLC
N/A—15,703-15,703-100%$408.0K———
Mutual Advisors, LLC
N/A—15,687-15,687-100%$407.6K———
Continuum Advisory, LLC
N/A—14,442-14,442-100%$375.3K———
Advisory Services Network, LLC
N/A—13,744-13,744-100%$357.1K———
Stratos Wealth Advisors, LLC
N/A—12,946-12,946-100%$336.4K———
Citadel Advisors LLC
N/A—12,198-12,198-100%$317.0K———
Susquehanna International Group, LLP
N/A—11,622-11,622-100%$302.0K———
Ausdal Financial Partners, Inc.
N/A—10,528-10,528-100%$273.6K———
NorthRock Partners, LLC
N/A—10,413-10,413-100%$270.6K———
HRT Financial LP
N/A—9,846-9,846-100%$255.0K———
Foundations Investment Advisors, LLC
N/A—9,565-9,565-100%$248.5K———
Apriem Advisors
N/A—9,500-9,500-100%$246.9K———
Main Street Financial Solutions, LLC
N/A—8,515-8,515-100%$221.3K———
Disciplined Investments, LLC
N/A—7,827-7,827-100%$203.4K———
Glen Eagle Advisors, LLC
N/A—7,576-7,576-100%$196.9K———
Allworth Financial LP
N/A—3,128-3,128-100%$81.3K———
UBS Group AG
N/A—2,585-2,585-100%$67.2K———
PlanVest Financial, Inc
N/A—1,959-1,959-100%$50.9K———
Barclays PLC
N/A—1,410-1,410-100%$36.6K———
SHP Wealth Management
N/A—1,043-1,043-100%$27.1K———
Aptus Capital Advisors, LLC
N/A—700-700-100%$18.2K———
JPMorgan Chase & Co
N/A—628-628-100%$16.3K———
Capital Analysts, LLC
N/A—567-567-100%$15———
Keating Financial Advisory Services, Inc.
N/A—169-169-100%$4.4K———
Showing 105 of 105 institutions