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Invesco Optimum Yield Divers (PDBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SigFig Wealth Management, LLC
DECREASED
Shares6,673,353 from 6,921,377
Change-248,024 (-4%)
Value$128.8M (+$19.2M)
Filed 2026-10-07
Briaud Financial Planning Inc
INCREASED
Shares2,468,334 from 1,672,011
Change+796,323 (+48%)
Value$47.6M (+$21.1M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares2,340,553 from 2,459,767
Change-119,214 (-5%)
Value$45.2M (+$6.1M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,292,765 from 2,520,532
Change-227,767 (-9%)
Value$45.1M (+$3.6M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,306,580 from 1,443,820
Change-137,240 (-10%)
Value$25.2M (+$2.3M)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares1,090,740 from 1,073,833
Change+16,907 (+2%)
Value$21.1M (+$4.0M)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares844,829 from 841,437
Change+3,392 (+0%)
Value$16.3M (+$2.9M)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares778,542 from 810,757
Change-32,215 (-4%)
Value$15.0M (+$2.2M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares759,255 from 394,238
Change+365,017 (+93%)
Value$14.7M (+$8.0M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares672,622 from 642,493
Change+30,129 (+5%)
Value$13.0M (+$2.8M)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
INCREASED
Shares613,240 from 348,829
Change+264,411 (+76%)
Value$11.9M (+$6.3M)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares586,249 from 594,908
Change-8,659 (-1%)
Value$11.3M (+$1.9M)
Filed 2026-11-05
Aspect Partners, LLC
DECREASED
Shares572,690 from 656,455
Change-83,765 (-13%)
Value$11.1M (+$628.4K)
Filed 2026-10-20
Patton Fund Management, Inc.
DECREASED
Shares497,327 from 507,468
Change-10,141 (-2%)
Value$9.6M (+$1.5M)
Filed 2026-10-13
Point Nemo Capital, LLC
INCREASED
Shares496,577 from 330,133
Change+166,444 (+50%)
Value$9.6M (+$4.3M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
UNCHANGED
Shares450,000 from 450,000
Change0 (0%)
Value$8.7M (+$1.5M)
Filed 2026-11-04
Avestar Capital, LLC
INCREASED
Shares424,091 from 368,802
Change+55,289 (+15%)
Value$8.2M (+$2.3M)
Filed 2026-10-28
Plan Group Financial, LLC
DECREASED
Shares394,422 from 504,041
Change-109,619 (-22%)
Value$7.9M (-$107.9K)
Filed 2026-10-22
Stonehearth Capital Management, LLC
NEW
Shares381,909
Change+381,909
Value$7.4M
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares375,433 from 377,529
Change-2,096 (-1%)
Value$7.2M (+$1.3M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares372,129 from 34,598
Change+337,531 (+976%)
Value$7.2M (+$6.6M)
Filed 2026-10-15
Echo45 Advisors LLC
DECREASED
Shares370,287 from 370,858
Change-571 (0%)
Value$7.1M (+$1.3M)
Filed 2026-10-07
Legacy Wealth Partners, LLC
INCREASED
Shares368,183 from 143,719
Change+224,464 (+156%)
Value$7.1M (+$4.8M)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares342,856 from 290,614
Change+52,242 (+18%)
Value$6.6M (+$2.0M)
Filed 2026-10-08
LCW Services, LLC
INCREASED
Shares342,382 from 328,560
Change+13,822 (+4%)
Value$6.6M (+$1.4M)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares322,398 from 505,659
Change-183,261 (-36%)
Value$6.2M (-$1.8M)
Filed 2026-10-28
Oarsman Capital, Inc.
INCREASED
Shares315,311 from 305,045
Change+10,266 (+3%)
Value$6.1M (+$1.2M)
Filed 2026-11-05
Juncture Wealth Strategies, LLC
NEW
Shares314,643
Change+314,643
Value$6.1M
Filed 2026-10-06
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares304,967 from 307,757
Change-2,790 (-1%)
Value$5.9M (+$998.7K)
Filed 2026-10-15
Avalon Capital Management
DECREASED
Shares298,697 from 505,048
Change-206,351 (-41%)
Value$5.8M (-$2.3M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares274,361 from 213,728
Change+60,633 (+28%)
Value$5.3M (+$1.9M)
Filed 2026-11-05
LexAurum Advisors, LLC
NEW
Shares266,509
Change+266,509
Value$5.1M
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares262,269 from 141,014
Change+121,255 (+86%)
Value$5.1M (+$2.8M)
Filed 2026-11-02
M Wealth Management, LLC
DECREASED
Shares257,884 from 269,421
Change-11,537 (-4%)
Value$5.0M (+$698.8K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares247,510 from 241,347
Change+6,163 (+3%)
Value$4.8M (+$944.4K)
Filed 2026-10-14
Lido Advisors, LLC
DECREASED
Shares240,471 from 243,386
Change-2,915 (-1%)
Value$4.6M (+$776.2K)
Filed 2026-11-04
New England Capital Financial Advisors LLC
INCREASED
Shares234,828 from 233,698
Change+1,130 (+0%)
Value$4.5M (+$821.0K)
Filed 2026-11-03
Bison Wealth, LLC
DECREASED
Shares223,901 from 266,158
Change-42,257 (-16%)
Value$4.4M (+$161.5K)
Filed 2026-10-13
Innova Wealth Partners
DECREASED
Shares212,670 from 254,014
Change-41,344 (-16%)
Value$4.1M (+$70.8K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares212,056 from 213,763
Change-1,707 (-1%)
Value$4.1M (+$698.1K)
Filed 2026-10-28
Beacon Capital Management, Inc.
DECREASED
Shares207,965 from 219,729
Change-11,764 (-5%)
Value$4.0M (+$524.4K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
NEW
Shares207,774
Change+207,774
Value$4.0M
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares194,074 from 189,372
Change+4,702 (+2%)
Value$3.7M (+$746.0K)
Filed 2026-10-13
Gladwyn Financial Advisors, Inc.
DECREASED
Shares186,021 from 218,434
Change-32,413 (-15%)
Value$3.6M (+$121.5K)
Filed 2026-10-05
Nations Financial Group Inc,
DECREASED
Shares174,618 from 256,431
Change-81,813 (-32%)
Value$3.4M (-$702.0K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares157,047 from 161,853
Change-4,806 (-3%)
Value$3.0M (+$460.8K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares153,993 from 105,608
Change+48,385 (+46%)
Value$3.0M (+$1.3M)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares151,103 from 157,296
Change-6,193 (-4%)
Value$2.9M (+$418.4K)
Filed 2026-10-23
Virtue Capital Management, LLC
INCREASED
Shares150,147 from 137,634
Change+12,513 (+9%)
Value$2.9M (+$712.2K)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
UNCHANGED
Shares134,876 from 134,876
Change0 (0%)
Value$2.6M (+$461.3K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares131,196 from 98,308
Change+32,888 (+33%)
Value$2.5M (+$971.0K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares129,578 from 125,902
Change+3,676 (+3%)
Value$2.5M (+$501.5K)
Filed 2026-10-08
Verity Asset Management, Inc.
DECREASED
Shares127,317 from 133,315
Change-5,998 (-4%)
Value$2.5M (+$340.2K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares123,453 from 159,817
Change-36,364 (-23%)
Value$2.4M (-$155.3K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares121,231 from 110,627
Change+10,604 (+10%)
Value$2.3M (+$583.0K)
Filed 2026-10-26
Randall & Associates Wealth Management
DECREASED
Shares120,595 from 142,805
Change-22,210 (-16%)
Value$2.3M (+$59.7K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares119,366 from 119,802
Change-436 (0%)
Value$2.3M (+$401.3K)
Filed 2026-10-22
FSA Investment Group, LLC
DECREASED
Shares111,597 from 186,479
Change-74,882 (-40%)
Value$2.2M (-$807.5K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares110,281 from 78,635
Change+31,646 (+40%)
Value$2.1M (+$879.7K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares108,983 from 219,985
Change-111,002 (-50%)
Value$2.1M (-$1.4M)
Filed 2026-11-04
Thor Trading Advisors, LLC
DECREASED
Shares107,927 from 188,021
Change-80,094 (-43%)
Value$2.1M (-$902.8K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares105,431 from 15,068
Change+90,363 (+600%)
Value$2.0M (+$1.8M)
Filed 2026-10-20
Cordoba Advisory Partners LLC
UNCHANGED
Shares103,623 from 103,623
Change0 (0%)
Value$2.0M (+$354.4K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares97,311 from 101,917
Change-4,606 (-5%)
Value$1.9M (+$329.7K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares97,009 from 168,707
Change-71,698 (-42%)
Value$1.9M (-$806.8K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
INCREASED
Shares96,622 from 93,381
Change+3,241 (+3%)
Value$1.9M (+$381.9K)
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares94,015 from 81,072
Change+12,943 (+16%)
Value$1.8M (+$527.1K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares93,792 from 79,947
Change+13,845 (+17%)
Value$1.8M (+$540.6K)
Filed 2026-10-08
Congress Asset Management Co
DECREASED
Shares92,713 from 97,335
Change-4,622 (-5%)
Value$1.8M (+$243.7K)
Filed 2026-10-06
Ascentis Wealth Management, LLC
DECREASED
Shares86,161 from 95,913
Change-9,752 (-10%)
Value$1.7M (+$139.8K)
Filed 2026-11-03
Wesbanco Bank Inc
INCREASED
Shares78,759 from 70,028
Change+8,731 (+12%)
Value$1.5M (+$408.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares76,784 from 59,501
Change+17,283 (+29%)
Value$1.5M (+$537.1K)
Filed 2026-10-21
Genesis Private Wealth, LLC
DECREASED
Shares74,772 from 99,009
Change-24,237 (-24%)
Value$1.4M (-$129.2K)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares74,520 from 73,990
Change+530 (+1%)
Value$1.4M (+$263.3K)
Filed 2026-11-04
Magnus Financial Group LLC
UNCHANGED
Shares70,489 from 70,489
Change0 (0%)
Value$1.4M (+$241.1K)
Filed 2026-10-21
Elyxium Wealth, LLC
DECREASED
Shares67,725 from 70,718
Change-2,993 (-4%)
Value$1.3M (+$184.1K)
Filed 2026-10-27
Triad Wealth Partners, LLC
NEW
Shares67,202
Change+67,202
Value$1.3M
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares66,733 from 44,106
Change+22,627 (+51%)
Value$1.3M (+$587.5K)
Filed 2026-10-29
Worth Asset Management, LLC
DECREASED
Shares63,920 from 82,183
Change-18,263 (-22%)
Value$1.2M (-$71.4K)
Filed 2026-10-07
Turning Point Benefit Group, Inc.
DECREASED
Shares61,981 from 67,085
Change-5,104 (-8%)
Value$1.2M (+$151.2K)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares57,746 from 116,097
Change-58,351 (-50%)
Value$1.1M (-$729.1K)
Filed 2026-10-29
Almanack Investment Partners, Llc.
INCREASED
Shares57,275 from 52,160
Change+5,115 (+10%)
Value$1.1M (+$277.1K)
Filed 2026-11-03
Arlington Capital Management Inc
DECREASED
Shares56,534 from 127,581
Change-71,047 (-56%)
Value$1.1M (-$934.9K)
Filed 2026-10-30
J2 Capital Management Inc
INCREASED
Shares55,813 from 54,647
Change+1,166 (+2%)
Value$1.1M (+$209.4K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares54,443 from 53,478
Change+965 (+2%)
Value$1.1M (+$201.5K)
Filed 2026-10-20
James Investment Research, Inc.
DECREASED
Shares53,389 from 55,187
Change-1,798 (-3%)
Value$1.0M (+$154.0K)
Filed 2026-10-22
Krane Financial Solutions LLC
INCREASED
Shares53,091 from 48,363
Change+4,728 (+10%)
Value$1.0M (+$256.7K)
Filed 2026-10-30
Investment Partners, Ltd.
NEW
Shares51,902
Change+51,902
Value$1.0M
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares50,975 from 44,572
Change+6,403 (+14%)
Value$1.0M (+$285.7K)
Filed 2026-10-20
Defined Wealth Management, LLC
INCREASED
Shares50,287 from 49,819
Change+468 (+1%)
Value$970.5K (+$179.4K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares49,801 from 49,599
Change+202 (+0%)
Value$906.7K (+$119.8K)
Filed 2026-11-02
Turn8 Private Wealth Inc.
NEW
Shares45,463
Change+45,463
Value$877.4K
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares44,648 from 41,911
Change+2,737 (+7%)
Value$861.7K (+$196.2K)
Filed 2026-10-23
Synergy Asset Management, LLC
INCREASED
Shares44,101 from 18,200
Change+25,901 (+142%)
Value$851.1K (+$562.1K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
NEW
Shares43,579
Change+43,579
Value$852.0K
Filed 2026-10-16
Moulton Wealth Management, Inc
DECREASED
Shares41,196 from 41,753
Change-557 (-1%)
Value$805.8K (+$144.4K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
DECREASED
Shares39,216 from 39,779
Change-563 (-1%)
Value$756.9K (+$125.2K)
Filed 2026-10-22
Professional Financial Advisors, LLC
DECREASED
Shares38,698 from 41,656
Change-2,958 (-7%)
Value$746.9K (+$85.4K)
Filed 2026-10-13
Saxony Capital Management, LLC
NEW
Shares38,676
Change+38,676
Value$746.4K
Filed 2026-10-15
Wespac Advisors, LLC
NEW
Shares38,491
Change+38,491
Value$742.9K
Filed 2026-10-26
Alhambra Investment Management LLC
DECREASED
Shares38,108 from 84,725
Change-46,617 (-55%)
Value$735.5K (-$609.9K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares37,984 from 38,158
Change-174 (0%)
Value$733.1K (+$127.1K)
Filed 2026-11-05
Vontobel Holding Ltd.
UNCHANGED
Shares37,515 from 37,515
Change0 (0%)
Value$724.0K (+$128.3K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares36,033 from 26,536
Change+9,497 (+36%)
Value$695.4K (+$274.0K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
DECREASED
Shares35,677 from 43,509
Change-7,832 (-18%)
Value$688.6K (-$2.4K)
Filed 2026-11-06
Blueprint Financial Advisors LLC
INCREASED
Shares35,612 from 32,629
Change+2,983 (+9%)
Value$687.3K (+$169.2K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares35,612 from 33,579
Change+2,033 (+6%)
Value$687.3K (+$154.1K)
Filed 2026-10-28
Narus Financial Partners, LLC
DECREASED
Shares35,436 from 35,788
Change-352 (-1%)
Value$683.9K (+$115.6K)
Filed 2026-10-19
Evanson Financial, LLC
UNCHANGED
Shares35,386 from 35,386
Change0 (0%)
Value$682.9K (+$121.0K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares35,054 from 25,278
Change+9,776 (+39%)
Value$676.5K (+$275.1K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares34,712 from 14,048
Change+20,664 (+147%)
Value$670.0K (+$447.0K)
Filed 2026-11-05
Sidoxia Capital Management, LLC
INCREASED
Shares33,331 from 31,669
Change+1,662 (+5%)
Value$643.3K (+$140.4K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares32,784 from 32,629
Change+155 (+0%)
Value$632.7K (+$114.6K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares32,439 from 25,813
Change+6,626 (+26%)
Value$626.1K (+$216.2K)
Filed 2026-11-05
FSC Wealth Advisors, LLC
UNCHANGED
Shares32,326 from 32,326
Change0 (0%)
Value$623.9K (+$110.6K)
Filed 2026-10-26
Advisor Resource Council
NEW
Shares31,949
Change+31,949
Value$615.0K
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED
Shares31,859 from 31,870
Change-11 (0%)
Value$614.9K (+$108.8K)
Filed 2026-10-19
3Edge Asset Management, LP
NEW
Shares31,802
Change+31,802
Value$613.8K
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares31,754 from 27,266
Change+4,488 (+16%)
Value$612.9K (+$179.9K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares31,525 from 31,930
Change-405 (-1%)
Value$608.4K (+$101.4K)
Filed 2026-10-22
Aire Advisors, LLC
NEW
Shares27,454
Change+27,454
Value$529.9K
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares26,702
Change+26,702
Value$515.3K
Filed 2026-10-29
Moneco Advisors, LLC
NEW
Shares25,586
Change+25,586
Value$493.8K
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares23,042 from 20,109
Change+2,933 (+15%)
Value$445.0K (+$126.0K)
Filed 2026-10-26
Midwest Trust Co
NEW
Shares22,832
Change+22,832
Value$440.7K
Filed 2026-10-22
Trust Co of Vermont
DECREASED
Shares22,486 from 22,971
Change-485 (-2%)
Value$434.0K (+$69.2K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares21,769 from 20,658
Change+1,111 (+5%)
Value$420.1K (+$92.1K)
Filed 2026-11-03
Briggs Wealth Management, Inc
INCREASED
Shares20,901 from 20,440
Change+461 (+2%)
Value$403.4K (+$78.8K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
DECREASED
Shares20,823 from 21,361
Change-538 (-3%)
Value$401.9K (+$62.7K)
Filed 2026-11-05
Wolff Wiese Magana LLC
DECREASED
Shares20,179 from 20,836
Change-657 (-3%)
Value$389.5K (+$58.6K)
Filed 2026-10-15
North Forty Two & Co.
UNCHANGED
Shares19,625 from 19,625
Change0 (0%)
Value$378.8K (+$67.1K)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares19,301 from 17,459
Change+1,842 (+11%)
Value$372.5K (+$95.3K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
NEW
Shares18,624
Change+18,624
Value$359.4K
Filed 2026-10-21
Oppenheimer & Co Inc
NEW
Shares18,214
Change+18,214
Value$351.5K
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares18,177 from 19,601
Change-1,424 (-7%)
Value$350.8K (+$39.6K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares18,065 from 27,139
Change-9,074 (-33%)
Value$348.7K (-$82.3K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares17,905 from 21,410
Change-3,505 (-16%)
Value$345.6K (+$5.6K)
Filed 2026-11-04
Warren Street Wealth Advisors, LLC
DECREASED
Shares17,372 from 17,829
Change-457 (-3%)
Value$335.3K (+$52.2K)
Filed 2026-11-04
Beacon Financial Advisory LLC
DECREASED
Shares16,631 from 26,886
Change-10,255 (-38%)
Value$321.0K (-$106.0K)
Filed 2026-10-16
Pacific Park Financial, Inc.
INCREASED
Shares16,155 from 12,405
Change+3,750 (+30%)
Value$311.8K (+$114.8K)
Filed 2026-10-13
Rede Wealth, LLC
DECREASED
Shares16,137 from 17,369
Change-1,232 (-7%)
Value$311.4K (+$35.6K)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares15,685 from 15,685
Change0 (0%)
Value$302.7K (+$53.6K)
Filed 2026-10-13
Visionary Wealth Advisors
NEW
Shares15,621
Change+15,621
Value$301.5K
Filed 2026-11-04
True Private Wealth Advisors
INCREASED
Shares15,493 from 14,704
Change+789 (+5%)
Value$299.0K (+$65.5K)
Filed 2026-10-19
Clark Asset Management, LLC
DECREASED
Shares15,433 from 22,503
Change-7,070 (-31%)
Value$297.9K (-$59.5K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares15,380 from 14,112
Change+1,268 (+9%)
Value$296.8K (+$72.7K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares15,132 from 15,905
Change-773 (-5%)
Value$292.0K (+$39.5K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED
Shares14,848 from 13,875
Change+973 (+7%)
Value$286.6K (+$66.2K)
Filed 2026-10-20
Town Capital LLC
NEW
Shares14,686
Change+14,686
Value$283.4K
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares14,515 from 14,515
Change0 (0%)
Value$280.1K (+$49.6K)
Filed 2026-10-14
Graham Capital Wealth Management, LLC
INCREASED
Shares13,713 from 11,836
Change+1,877 (+16%)
Value$264.7K (+$76.7K)
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares13,704 from 13,846
Change-142 (-1%)
Value$264.5K (+$44.6K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
DECREASED
Shares13,445 from 13,485
Change-40 (0%)
Value$259.5K (+$45.3K)
Filed 2026-10-21
Anson Capital, Inc.
DECREASED
Shares13,443 from 23,418
Change-9,975 (-43%)
Value$259.5K (-$112.4K)
Filed 2026-10-23
Rubicon Advisors, GP
DECREASED
Shares13,274 from 15,672
Change-2,398 (-15%)
Value$256.2K (+$7.3K)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares13,101
Change+13,101
Value$252.9K
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
DECREASED
Shares12,832 from 13,372
Change-540 (-4%)
Value$247.7K (+$35.3K)
Filed 2026-10-13
Greenspring Advisors, LLC
NEW
Shares12,736
Change+12,736
Value$245.8K
Filed 2026-11-05
Leuthold Group, LLC
INCREASED
Shares12,714 from 12,291
Change+423 (+3%)
Value$245.4K (+$50.2K)
Filed 2026-11-04
Wedbush Securities Inc
UNCHANGED
Shares12,561 from 12,561
Change0 (0%)
Value$242 (-$198.8K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
UNCHANGED
Shares12,188 from 12,188
Change0 (0%)
Value$235.2K (+$41.7K)
Filed 2026-10-23
Quartz Partners, LLC
NEW
Shares12,118
Change+12,118
Value$233.9K
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
NEW
Shares11,585
Change+11,585
Value$223.6K
Filed 2026-10-16
Unique Wealth, LLC
NEW
Shares11,484
Change+11,484
Value$221.6K
Filed 2026-10-16
Koshinski Asset Management, Inc.
DECREASED
Shares11,301 from 13,794
Change-2,493 (-18%)
Value$218.1K (-$940)
Filed 2026-10-29
PFG Advisors
NEW
Shares11,004
Change+11,004
Value$212.4K
Filed 2026-10-16
Ignite Planners, LLC
DECREASED
Shares10,707 from 11,218
Change-511 (-5%)
Value$207.0K (+$28.9K)
Filed 2026-10-14
Ti-Trust, Inc
DECREASED
Shares10,625 from 12,572
Change-1,947 (-15%)
Value$205.1K (+$5.4K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares10,452 from 10,034
Change+418 (+4%)
Value$201.7K (+$42.4K)
Filed 2026-10-22
Facet Wealth, Inc.
NEW
Shares10,392
Change+10,392
Value$200.6K
Filed 2026-11-04
Advisory Advocates, LLC
NEW
Shares10,239
Change+10,239
Value$197.6K
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares9,486 from 11,046
Change-1,560 (-14%)
Value$183.1K (+$7.7K)
Filed 2026-10-21
Global Trust Asset Management, LLC
NEW
Shares7,478
Change+7,478
Value$144.3K
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares7,388 from 787
Change+6,601 (+839%)
Value$142.6K (+$130.1K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares6,932 from 6,932
Change0 (0%)
Value$133.8K (+$23.7K)
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares6,512 from 6,872
Change-360 (-5%)
Value$125.7K (+$16.6K)
Filed 2026-10-15
Cullen T Bankers, Inc.
DECREASED
Shares6,405 from 6,654
Change-249 (-4%)
Value$123.6K (+$18.0K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares6,088 from 118,305
Change-112,217 (-95%)
Value$117.5K (-$1.8M)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares5,889 from 9,618
Change-3,729 (-39%)
Value$113.7K (-$39.1K)
Filed 2026-11-03
Paladin Partners, LLC
DECREASED
Shares5,034 from 5,435
Change-401 (-7%)
Value$97.2K (+$10.8K)
Filed 2026-10-06
Reyes Financial Architecture, Inc.
DECREASED
Shares5,028 from 6,458
Change-1,430 (-22%)
Value$97.0K (-$5.5K)
Filed 2026-10-22
IFS Advisors, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$90.7K (+$16.1K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares3,888
Change+3,888
Value$75.0K
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares3,737 from 3,737
Change0 (0%)
Value$72.1K (+$12.8K)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$56.6K (+$10.0K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares2,886 from 2,850
Change+36 (+1%)
Value$55.7K (+$10.4K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares2,252 from 2,090
Change+162 (+8%)
Value$43.5K (+$10.3K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares2,239 from 2,283
Change-44 (-2%)
Value$43.2K (+$7.0K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED
Shares2,189 from 2,610
Change-421 (-16%)
Value$42.2K (+$801)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$24.0K (+$15.0K)
Filed 2026-11-04
Pacifica Partners Inc.
NEW
Shares2,100
Change+2,100
Value$41.1K
Filed 2026-10-09
City State Bank
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$37.6K (+$6.7K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
INCREASED
Shares1,856 from 1,549
Change+307 (+20%)
Value$35.8K (+$11.2K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$35.7K (+$6.3K)
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$35.0K (+$35.0K)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$34.7K (+$6.2K)
Filed 2026-10-28
KFG LLC
NEW
Shares1,682
Change+1,682
Value$32.5K
Filed 2026-11-02
Pinnacle Bancorp, Inc.
NEW
Shares1,640
Change+1,640
Value$31.7K
Filed 2026-10-21
Abound Wealth Management
NEW
Shares1,564
Change+1,564
Value$30.2K
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares1,437 from 1,307
Change+130 (+10%)
Value$27.7K (+$7.0K)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares1,262 from 777
Change+485 (+62%)
Value$24.4K (+$12.0K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares1,079
Change+1,079
Value$20.8K
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$20.1K (+$3.7K)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
NEW
Shares1,001
Change+1,001
Value$19.3K
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$19.3K (+$3.4K)
Filed 2026-10-05
James T. Borello RIA
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$18.1K (+$3.2K)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$14.9K (+$2.6K)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$13.9K (+$2.5K)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$13.8K (+$2.4K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$13.5K (+$2.4K)
Filed 2026-10-23
Key Capital Management, Inc
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$12.4K (+$2.2K)
Filed 2026-11-03
Go Invest LLC
DECREASED
Shares629 from 650
Change-21 (-3%)
Value$12.1K (+$1.8K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares623 from 2,435
Change-1,812 (-74%)
Value$12.0K (-$26.6K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares593 from 532
Change+61 (+11%)
Value$11.4K (+$2.5K)
Filed 2026-10-30
Financial Consulate, Inc
DECREASED
Shares554 from 627
Change-73 (-12%)
Value$10.7K (+$736)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$10.4K (+$1.8K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$9.7K (+$1.7K)
Filed 2026-10-07
Livelsberger Financial Advisory
NEW
Shares500
Change+500
Value$9.7K
Filed 2026-10-28
Acumen Wealth Advisors, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$8.6K (+$1.5K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$7.9K (+$1.4K)
Filed 2026-10-02
Cape Investment Advisory, Inc.
DECREASED
Shares403 from 457
Change-54 (-12%)
Value$7.8K (+$520)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares388 from 3,596
Change-3,208 (-89%)
Value$7.5K (-$49.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$6.8K (+$1.2K)
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$6.0K (+$1.2K)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.8K (+$1.0K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$5.0K (+$893)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$4.8K (+$852)
Filed 2026-10-28
Essential Partners LLC
INCREASED
Shares237 from 186
Change+51 (+27%)
Value$4.6K (+$1.6K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$3.9K (+$694)
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares200 from 252
Change-52 (-21%)
Value$3.9K (-$142)
Filed 2026-10-22
LAM Group, Inc.
DECREASED
Shares195 from 220
Change-25 (-11%)
Value$3.8K (+$270)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares191
Change+191
Value$3.7K
Filed 2026-11-02
Mather Group, Llc.
NEW
Shares171
Change+171
Value$3.3K
Filed 2026-10-14
Gamma Investing LLC
NEW
Shares157
Change+157
Value$3.0K
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares142
Change+142
Value$2.7K
Filed 2026-10-09
Vermillion Wealth Management, Inc.
NEW
Shares132
Change+132
Value$2.5K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares112
Change+112
Value$2.2K
Filed 2026-11-04
Signature Resources Capital Management, LLC
NEW
Shares107
Change+107
Value$2.1K
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares96
Change+96
Value$1.9K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares95
Change+95
Value$1.8K
Filed 2026-10-13
Covestor Ltd
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$2 (+$1)
Filed 2026-10-30
Fairscale Capital, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$1.5K (+$315)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.3K (+$232)
Filed 2026-10-19
Winthrop Capital Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$1.2K (+$1.2K)
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares59
Change+59
Value$1.1K
Filed 2026-10-02
Simplex Trading, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$965 (+$171)
Filed 2026-11-04
Evermay Wealth Management LLC
DECREASED
Shares48 from 160
Change-112 (-70%)
Value$927 (-$1.6K)
Filed 2026-11-05
Birchbrook, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$908 (+$161)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$618 (+$110)
Filed 2026-10-13
Kingdom Financial Group Llc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$232 (+$41)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$193 (+$34)
Filed 2026-10-30
TD Private Client Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$17 (+$3)
Filed 2026-10-28
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 259,022
Change-259,022 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 149,931
Change-149,931 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
Indivisible Partners
CLOSED
Shares0 from 43,457
Change-43,457 (-100%)
Value$0 (-$690.1K)
Filed 2026-10-26
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 33,805
Change-33,805 (-100%)
Value$0 (-$536.8K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 25,467
Change-25,467 (-100%)
Value$0 (-$404.4K)
Filed 2026-10-16
Balboa Wealth Partners
CLOSED
Shares0 from 11,172
Change-11,172 (-100%)
Value$0 (-$177.4K)
Filed 2026-10-20
Friedenthal Financial
CLOSED
Shares0 from 10,724
Change-10,724 (-100%)
Value$0 (-$170.3K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 10,176
Change-10,176 (-100%)
Value$0 (-$161.6K)
Filed 2026-10-14
Navigation Wealth Management, Inc.
CLOSED
Shares0 from 10,140
Change-10,140 (-100%)
Value$0 (-$161.0K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 10,121
Change-10,121 (-100%)
Value$0 (-$160.7K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 4,308
Change-4,308 (-100%)
Value$0 (-$68.4K)
Filed 2026-10-28
Country Trust Bank
CLOSED
Shares0 from 3,732
Change-3,732 (-100%)
Value$0 (-$59.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,243
Change-2,243 (-100%)
Value$0 (-$35.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-13
Chilton Capital Management LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-28
Center for Financial Planning, Inc.
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-16
Key FInancial Inc
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$492)
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED
Shares0 from 0
Change0
Value$5 (+$1)
Filed 2026-10-07
Wells Fargo & Company
N/A
Shares— from 66,878,686
Change-66,878,686 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 32,745,235
Change-32,745,235 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 31,130,327
Change-31,130,327 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 23,747,602
Change-23,747,602 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,788,993
Change-19,788,993 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,885,348
Change-9,885,348 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,491,263
Change-5,491,263 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,878,921
Change-3,878,921 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,707,800
Change-2,707,800 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,659,758
Change-2,659,758 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,587,034
Change-2,587,034 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 2,132,062
Change-2,132,062 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,764,472
Change-1,764,472 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,693,566
Change-1,693,566 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,673,863
Change-1,673,863 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,593,441
Change-1,593,441 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,504,900
Change-1,504,900 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,286,770
Change-1,286,770 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,227,800
Change-1,227,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,208,118
Change-1,208,118 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,169,282
Change-1,169,282 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,011,852
Change-1,011,852 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 999,735
Change-999,735 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 925,387
Change-925,387 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 889,630
Change-889,630 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 880,000
Change-880,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 828,427
Change-828,427 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 806,910
Change-806,910 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 801,319
Change-801,319 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 774,329
Change-774,329 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 748,587
Change-748,587 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 640,791
Change-640,791 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 600,564
Change-600,564 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 558,194
Change-558,194 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 539,882
Change-539,882 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 507,270
Change-507,270 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 498,516
Change-498,516 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 475,892
Change-475,892 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 443,492
Change-443,492 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 436,306
Change-436,306 (-100%)
Value—
CIM, LLC
N/A
Shares— from 405,432
Change-405,432 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 398,110
Change-398,110 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 392,091
Change-392,091 (-100%)
Value—
&partners
N/A
Shares— from 382,467
Change-382,467 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 357,455
Change-357,455 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 355,429
Change-355,429 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 352,441
Change-352,441 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 349,260
Change-349,260 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 339,510
Change-339,510 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 269,152
Change-269,152 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 263,704
Change-263,704 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 263,704
Change-263,704 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 258,900
Change-258,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 226,655
Change-226,655 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 225,436
Change-225,436 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 206,433
Change-206,433 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 192,247
Change-192,247 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 186,268
Change-186,268 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 165,700
Change-165,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 161,689
Change-161,689 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 149,856
Change-149,856 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 145,142
Change-145,142 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 144,343
Change-144,343 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 133,503
Change-133,503 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 133,187
Change-133,187 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 132,953
Change-132,953 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 131,112
Change-131,112 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 126,352
Change-126,352 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 120,880
Change-120,880 (-100%)
Value—
Nwam LLC
N/A
Shares— from 118,266
Change-118,266 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 117,536
Change-117,536 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 117,276
Change-117,276 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 113,518
Change-113,518 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 111,524
Change-111,524 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 108,487
Change-108,487 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 106,904
Change-106,904 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 106,177
Change-106,177 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 101,856
Change-101,856 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 97,079
Change-97,079 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 96,996
Change-96,996 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 94,289
Change-94,289 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 88,143
Change-88,143 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 86,451
Change-86,451 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 84,125
Change-84,125 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 82,531
Change-82,531 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 76,086
Change-76,086 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 75,583
Change-75,583 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 74,003
Change-74,003 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 72,245
Change-72,245 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 67,668
Change-67,668 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 64,505
Change-64,505 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 61,623
Change-61,623 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 60,982
Change-60,982 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 60,310
Change-60,310 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 59,473
Change-59,473 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 58,681
Change-58,681 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 56,573
Change-56,573 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 54,082
Change-54,082 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 52,609
Change-52,609 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 51,544
Change-51,544 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 49,568
Change-49,568 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 49,386
Change-49,386 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 48,456
Change-48,456 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 47,692
Change-47,692 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 46,115
Change-46,115 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,594
Change-45,594 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 45,271
Change-45,271 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 43,984
Change-43,984 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 41,577
Change-41,577 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 41,040
Change-41,040 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 40,367
Change-40,367 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 40,208
Change-40,208 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 39,682
Change-39,682 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 39,022
Change-39,022 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 36,142
Change-36,142 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,307
Change-34,307 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 33,696
Change-33,696 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 31,855
Change-31,855 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 31,361
Change-31,361 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 31,220
Change-31,220 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 30,776
Change-30,776 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30,430
Change-30,430 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 29,957
Change-29,957 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 29,956
Change-29,956 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 29,225
Change-29,225 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,052
Change-28,052 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 26,090
Change-26,090 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 25,974
Change-25,974 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 25,809
Change-25,809 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 24,210
Change-24,210 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 23,545
Change-23,545 (-100%)
Value—
Betterment LLC
N/A
Shares— from 23,345
Change-23,345 (-100%)
Value—
Barclays PLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,464
Change-22,464 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 22,459
Change-22,459 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 22,173
Change-22,173 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 21,004
Change-21,004 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,467
Change-20,467 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,034
Change-19,034 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,565
Change-18,565 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 18,158
Change-18,158 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,558
Change-16,558 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 16,281
Change-16,281 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,105
Change-16,105 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,231
Change-14,231 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,890
Change-13,890 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 13,131
Change-13,131 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,137
Change-12,137 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,714
Change-11,714 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,678
Change-11,678 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,477
Change-11,477 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,395
Change-11,395 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 907
Change-907 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 900
Change-900 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 784
Change-784 (-100%)
Value—
EFG International AG
N/A
Shares— from 730
Change-730 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 552
Change-552 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 438
Change-438 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 332
Change-332 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Motco
N/A
Shares— from 246
Change-246 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 80
Change-80 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
SigFig Wealth Management, LLC
DECREASED6,673,3536,921,377-248,024-4%$109.6M$128.8M+$19.2M2026-10-07
Briaud Financial Planning Inc
INCREASED2,468,3341,672,011+796,323+48%$26.6M$47.6M+$21.1M2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED2,340,5532,459,767-119,214-5%$39.1M$45.2M+$6.1M2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED2,292,7652,520,532-227,767-9%$41.4M$45.1M+$3.6M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED1,306,5801,443,820-137,240-10%$22.9M$25.2M+$2.3M2026-11-02
Marion Wealth Management
INCREASED1,090,7401,073,833+16,907+2%$17.1M$21.1M+$4.0M2026-10-22
Jacobi Capital Management LLC
INCREASED844,829841,437+3,392+0%$13.4M$16.3M+$2.9M2026-11-05
Johnson Financial Group, LLC
DECREASED778,542810,757-32,215-4%$12.9M$15.0M+$2.2M2026-11-03
Savant Capital, LLC
INCREASED759,255394,238+365,017+93%$6.7M$14.7M+$8.0M2026-11-06
Brookstone Capital Management
INCREASED672,622642,493+30,129+5%$10.2M$13.0M+$2.8M2026-10-22
Symphony Financial, Ltd. Co.
INCREASED613,240348,829+264,411+76%$5.5M$11.9M+$6.3M2026-10-22
Bank of New York Mellon Corp
DECREASED586,249594,908-8,659-1%$9.4M$11.3M+$1.9M2026-11-05
Aspect Partners, LLC
DECREASED572,690656,455-83,765-13%$10.4M$11.1M+$628.4K2026-10-20
Patton Fund Management, Inc.
DECREASED497,327507,468-10,141-2%$8.1M$9.6M+$1.5M2026-10-13
Point Nemo Capital, LLC
INCREASED496,577330,133+166,444+50%$5.2M$9.6M+$4.3M2026-11-03
Lockheed Martin Investment Management Co
UNCHANGED450,000450,00000%$7.1M$8.7M+$1.5M2026-11-04
Avestar Capital, LLC
INCREASED424,091368,802+55,289+15%$5.9M$8.2M+$2.3M2026-10-28
Plan Group Financial, LLC
DECREASED394,422504,041-109,619-22%$8.0M$7.9M-$107.9K2026-10-22
Stonehearth Capital Management, LLC
NEW381,909—+381,909——$7.4M—2026-10-13
Kestra Private Wealth Services, LLC
DECREASED375,433377,529-2,096-1%$6.0M$7.2M+$1.3M2026-10-30
Atria Investments, Inc
INCREASED372,12934,598+337,531+976%$549.4K$7.2M+$6.6M2026-10-15
Echo45 Advisors LLC
DECREASED370,287370,858-5710%$5.9M$7.1M+$1.3M2026-10-07
Legacy Wealth Partners, LLC
INCREASED368,183143,719+224,464+156%$2.3M$7.1M+$4.8M2026-10-15
CoreCap Advisors, LLC
INCREASED342,856290,614+52,242+18%$4.6M$6.6M+$2.0M2026-10-08
LCW Services, LLC
INCREASED342,382328,560+13,822+4%$5.2M$6.6M+$1.4M2026-10-21
Choreo, LLC
DECREASED322,398505,659-183,261-36%$8.0M$6.2M-$1.8M2026-10-28
Oarsman Capital, Inc.
INCREASED315,311305,045+10,266+3%$4.8M$6.1M+$1.2M2026-11-05
Juncture Wealth Strategies, LLC
NEW314,643—+314,643——$6.1M—2026-10-06
Walser Wealth Management Company, A Ltd Liability Co
DECREASED304,967307,757-2,790-1%$4.9M$5.9M+$998.7K2026-10-15
Avalon Capital Management
DECREASED298,697505,048-206,351-41%$8.0M$5.8M-$2.3M2026-11-04
Fifth Third Bancorp
INCREASED274,361213,728+60,633+28%$3.4M$5.3M+$1.9M2026-11-05
LexAurum Advisors, LLC
NEW266,509—+266,509——$5.1M—2026-10-19
Commonwealth Equity Services, LLC
INCREASED262,269141,014+121,255+86%$2.2M$5.1M+$2.8M2026-11-02
M Wealth Management, LLC
DECREASED257,884269,421-11,537-4%$4.3M$5.0M+$698.8K2026-10-14
Advisory Solutions Group, LLC
INCREASED247,510241,347+6,163+3%$3.8M$4.8M+$944.4K2026-10-14
Lido Advisors, LLC
DECREASED240,471243,386-2,915-1%$3.9M$4.6M+$776.2K2026-11-04
New England Capital Financial Advisors LLC
INCREASED234,828233,698+1,130+0%$3.7M$4.5M+$821.0K2026-11-03
Bison Wealth, LLC
DECREASED223,901266,158-42,257-16%$4.3M$4.4M+$161.5K2026-10-13
Innova Wealth Partners
DECREASED212,670254,014-41,344-16%$4.0M$4.1M+$70.8K2026-10-21
MGO One Seven LLC
DECREASED212,056213,763-1,707-1%$3.4M$4.1M+$698.1K2026-10-28
Beacon Capital Management, Inc.
DECREASED207,965219,729-11,764-5%$3.5M$4.0M+$524.4K2026-10-13
Exchange Traded Concepts, LLC
NEW207,774—+207,774——$4.0M—2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED194,074189,372+4,702+2%$3.0M$3.7M+$746.0K2026-10-13
Gladwyn Financial Advisors, Inc.
DECREASED186,021218,434-32,413-15%$3.5M$3.6M+$121.5K2026-10-05
Nations Financial Group Inc,
DECREASED174,618256,431-81,813-32%$4.1M$3.4M-$702.0K2026-11-05
Creative Planning
DECREASED157,047161,853-4,806-3%$2.6M$3.0M+$460.8K2026-11-02
Simplicity Wealth,LLC
INCREASED153,993105,608+48,385+46%$1.7M$3.0M+$1.3M2026-10-23
Sigma Planning Corp
DECREASED151,103157,296-6,193-4%$2.5M$2.9M+$418.4K2026-10-23
Virtue Capital Management, LLC
INCREASED150,147137,634+12,513+9%$2.2M$2.9M+$712.2K2026-10-29
Evolution Wealth Advisors, LLC
UNCHANGED134,876134,87600%$2.1M$2.6M+$461.3K2026-11-03
Assetmark, Inc
INCREASED131,19698,308+32,888+33%$1.6M$2.5M+$971.0K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED129,578125,902+3,676+3%$2.0M$2.5M+$501.5K2026-10-08
Verity Asset Management, Inc.
DECREASED127,317133,315-5,998-4%$2.1M$2.5M+$340.2K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED123,453159,817-36,364-23%$2.5M$2.4M-$155.3K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED121,231110,627+10,604+10%$1.8M$2.3M+$583.0K2026-10-26
Randall & Associates Wealth Management
DECREASED120,595142,805-22,210-16%$2.3M$2.3M+$59.7K2026-10-20
Perigon Wealth Management, LLC
DECREASED119,366119,802-4360%$1.9M$2.3M+$401.3K2026-10-22
FSA Investment Group, LLC
DECREASED111,597186,479-74,882-40%$3.0M$2.2M-$807.5K2026-10-07
IFP Advisors, Inc
INCREASED110,28178,635+31,646+40%$1.2M$2.1M+$879.7K2026-10-16
Citigroup Inc
DECREASED108,983219,985-111,002-50%$3.5M$2.1M-$1.4M2026-11-04
Thor Trading Advisors, LLC
DECREASED107,927188,021-80,094-43%$3.0M$2.1M-$902.8K2026-11-05
Integrated Advisors Network LLC
INCREASED105,43115,068+90,363+600%$239.3K$2.0M+$1.8M2026-10-20
Cordoba Advisory Partners LLC
UNCHANGED103,623103,62300%$1.6M$2.0M+$354.4K2026-10-19
Prospera Financial Services Inc
DECREASED97,311101,917-4,606-5%$1.6M$1.9M+$329.7K2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED97,009168,707-71,698-42%$2.7M$1.9M-$806.8K2026-10-30
Kuhn & Co Investment Counsel
INCREASED96,62293,381+3,241+3%$1.5M$1.9M+$381.9K2026-10-29
Greenwood Capital Associates LLC
INCREASED94,01581,072+12,943+16%$1.3M$1.8M+$527.1K2026-10-27
Farther Finance Advisors, LLC
INCREASED93,79279,947+13,845+17%$1.3M$1.8M+$540.6K2026-10-08
Congress Asset Management Co
DECREASED92,71397,335-4,622-5%$1.5M$1.8M+$243.7K2026-10-06
Ascentis Wealth Management, LLC
DECREASED86,16195,913-9,752-10%$1.5M$1.7M+$139.8K2026-11-03
Wesbanco Bank Inc
INCREASED78,75970,028+8,731+12%$1.1M$1.5M+$408.0K2026-11-04
Axxcess Wealth Management, LLC
INCREASED76,78459,501+17,283+29%$944.9K$1.5M+$537.1K2026-10-21
Genesis Private Wealth, LLC
DECREASED74,77299,009-24,237-24%$1.6M$1.4M-$129.2K2026-11-02
Curran Financial Partners, LLC
INCREASED74,52073,990+530+1%$1.2M$1.4M+$263.3K2026-11-04
Magnus Financial Group LLC
UNCHANGED70,48970,48900%$1.1M$1.4M+$241.1K2026-10-21
Elyxium Wealth, LLC
DECREASED67,72570,718-2,993-4%$1.1M$1.3M+$184.1K2026-10-27
Triad Wealth Partners, LLC
NEW67,202—+67,202——$1.3M—2026-10-26
Vise Technologies, Inc.
INCREASED66,73344,106+22,627+51%$700.4K$1.3M+$587.5K2026-10-29
Worth Asset Management, LLC
DECREASED63,92082,183-18,263-22%$1.3M$1.2M-$71.4K2026-10-07
Turning Point Benefit Group, Inc.
DECREASED61,98167,085-5,104-8%$1.1M$1.2M+$151.2K2026-10-28
Trek Financial, LLC
DECREASED57,746116,097-58,351-50%$1.8M$1.1M-$729.1K2026-10-29
Almanack Investment Partners, Llc.
INCREASED57,27552,160+5,115+10%$828.3K$1.1M+$277.1K2026-11-03
Arlington Capital Management Inc
DECREASED56,534127,581-71,047-56%$2.0M$1.1M-$934.9K2026-10-30
J2 Capital Management Inc
INCREASED55,81354,647+1,166+2%$867.8K$1.1M+$209.4K2026-10-19
Private Trust Co NA
INCREASED54,44353,478+965+2%$849.2K$1.1M+$201.5K2026-10-20
James Investment Research, Inc.
DECREASED53,38955,187-1,798-3%$876.4K$1.0M+$154.0K2026-10-22
Krane Financial Solutions LLC
INCREASED53,09148,363+4,728+10%$768.0K$1.0M+$256.7K2026-10-30
Investment Partners, Ltd.
NEW51,902—+51,902——$1.0M—2026-10-29
Accurate Wealth Management, LLC
INCREASED50,97544,572+6,403+14%$732.8K$1.0M+$285.7K2026-10-20
Defined Wealth Management, LLC
INCREASED50,28749,819+468+1%$791.1K$970.5K+$179.4K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED49,80149,599+202+0%$786.8K$906.7K+$119.8K2026-11-02
Turn8 Private Wealth Inc.
NEW45,463—+45,463——$877.4K—2026-11-05
Citizens Financial Group Inc
INCREASED44,64841,911+2,737+7%$665.5K$861.7K+$196.2K2026-10-23
Synergy Asset Management, LLC
INCREASED44,10118,200+25,901+142%$289.0K$851.1K+$562.1K2026-11-05
TD Waterhouse Canada Inc.
NEW43,579—+43,579——$852.0K—2026-10-16
Moulton Wealth Management, Inc
DECREASED41,19641,753-557-1%$661.4K$805.8K+$144.4K2026-10-13
Insight Advisors, LLC/ PA
DECREASED39,21639,779-563-1%$631.7K$756.9K+$125.2K2026-10-22
Professional Financial Advisors, LLC
DECREASED38,69841,656-2,958-7%$661.5K$746.9K+$85.4K2026-10-13
Saxony Capital Management, LLC
NEW38,676—+38,676——$746.4K—2026-10-15
Wespac Advisors, LLC
NEW38,491—+38,491——$742.9K—2026-10-26
Alhambra Investment Management LLC
DECREASED38,10884,725-46,617-55%$1.3M$735.5K-$609.9K2026-10-15
US Bancorp \de\
DECREASED37,98438,158-1740%$605.9K$733.1K+$127.1K2026-11-05
Vontobel Holding Ltd.
UNCHANGED37,51537,51500%$595.7K$724.0K+$128.3K2026-10-16
Focused Alpha, LLC
INCREASED36,03326,536+9,497+36%$421.4K$695.4K+$274.0K2026-10-20
Baker Avenue Asset Management, LP
DECREASED35,67743,509-7,832-18%$690.9K$688.6K-$2.4K2026-11-06
Blueprint Financial Advisors LLC
INCREASED35,61232,629+2,983+9%$518.1K$687.3K+$169.2K2026-10-28
Blueprint Investment Partners LLC
INCREASED35,61233,579+2,033+6%$533.2K$687.3K+$154.1K2026-10-28
Narus Financial Partners, LLC
DECREASED35,43635,788-352-1%$568.3K$683.9K+$115.6K2026-10-19
Evanson Financial, LLC
UNCHANGED35,38635,38600%$561.9K$682.9K+$121.0K2026-10-23
Truist Financial Corp
INCREASED35,05425,278+9,776+39%$401.4K$676.5K+$275.1K2026-10-30
Thrivent Financial for Lutherans
INCREASED34,71214,048+20,664+147%$223.0K$670.0K+$447.0K2026-11-05
Sidoxia Capital Management, LLC
INCREASED33,33131,669+1,662+5%$502.9K$643.3K+$140.4K2026-10-28
Endowment Wealth Management, Inc.
INCREASED32,78432,629+155+0%$518.1K$632.7K+$114.6K2026-11-03
Compound Planning, Inc.
INCREASED32,43925,813+6,626+26%$409.9K$626.1K+$216.2K2026-11-05
FSC Wealth Advisors, LLC
UNCHANGED32,32632,32600%$513.3K$623.9K+$110.6K2026-10-26
Advisor Resource Council
NEW31,949—+31,949——$615.0K—2026-11-05
Key Client Fiduciary Advisors, LLC
DECREASED31,85931,870-110%$506.1K$614.9K+$108.8K2026-10-19
3Edge Asset Management, LP
NEW31,802—+31,802——$613.8K—2026-10-30
Kestra Advisory Services, LLC
INCREASED31,75427,266+4,488+16%$433.0K$612.9K+$179.9K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED31,52531,930-405-1%$507.0K$608.4K+$101.4K2026-10-22
Aire Advisors, LLC
NEW27,454—+27,454——$529.9K—2026-10-22
Integrity Wealth Advisors, Inc.
NEW26,702—+26,702——$515.3K—2026-10-29
Moneco Advisors, LLC
NEW25,586—+25,586——$493.8K—2026-11-05
Park Avenue Securities LLC
INCREASED23,04220,109+2,933+15%$319.0K$445.0K+$126.0K2026-10-26
Midwest Trust Co
NEW22,832—+22,832——$440.7K—2026-10-22
Trust Co of Vermont
DECREASED22,48622,971-485-2%$364.8K$434.0K+$69.2K2026-10-21
Brighton Jones LLC
INCREASED21,76920,658+1,111+5%$328.0K$420.1K+$92.1K2026-11-03
Briggs Wealth Management, Inc
INCREASED20,90120,440+461+2%$324.6K$403.4K+$78.8K2026-10-26
Endeavor Private Wealth, Inc.
DECREASED20,82321,361-538-3%$339.2K$401.9K+$62.7K2026-11-05
Wolff Wiese Magana LLC
DECREASED20,17920,836-657-3%$330.9K$389.5K+$58.6K2026-10-15
North Forty Two & Co.
UNCHANGED19,62519,62500%$311.6K$378.8K+$67.1K2026-10-19
PNC Financial Services Group, Inc.
INCREASED19,30117,459+1,842+11%$277.2K$372.5K+$95.3K2026-11-06
Wealthcare Advisory Partners LLC
NEW18,624—+18,624——$359.4K—2026-10-21
Oppenheimer & Co Inc
NEW18,214—+18,214——$351.5K—2026-10-26
Focus Financial Network, Inc.
DECREASED18,17719,601-1,424-7%$311.3K$350.8K+$39.6K2026-10-14
RFG Advisory, LLC
DECREASED18,06527,139-9,074-33%$431.0K$348.7K-$82.3K2026-11-03
Smart Wealth LLC
DECREASED17,90521,410-3,505-16%$340.0K$345.6K+$5.6K2026-11-04
Warren Street Wealth Advisors, LLC
DECREASED17,37217,829-457-3%$283.1K$335.3K+$52.2K2026-11-04
Beacon Financial Advisory LLC
DECREASED16,63126,886-10,255-38%$427.0K$321.0K-$106.0K2026-10-16
Pacific Park Financial, Inc.
INCREASED16,15512,405+3,750+30%$197.0K$311.8K+$114.8K2026-10-13
Rede Wealth, LLC
DECREASED16,13717,369-1,232-7%$275.8K$311.4K+$35.6K2026-10-22
Downshift Financial, LLC
UNCHANGED15,68515,68500%$249.1K$302.7K+$53.6K2026-10-13
Visionary Wealth Advisors
NEW15,621—+15,621——$301.5K—2026-11-04
True Private Wealth Advisors
INCREASED15,49314,704+789+5%$233.5K$299.0K+$65.5K2026-10-19
Clark Asset Management, LLC
DECREASED15,43322,503-7,070-31%$357.3K$297.9K-$59.5K2026-10-19
D.A. Davidson & Co.
INCREASED15,38014,112+1,268+9%$224.1K$296.8K+$72.7K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED15,13215,905-773-5%$252.6K$292.0K+$39.5K2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED14,84813,875+973+7%$220.3K$286.6K+$66.2K2026-10-20
Town Capital LLC
NEW14,686—+14,686——$283.4K—2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED14,51514,51500%$230.5K$280.1K+$49.6K2026-10-14
Graham Capital Wealth Management, LLC
INCREASED13,71311,836+1,877+16%$188.0K$264.7K+$76.7K2026-10-26
Verus Capital Partners, LLC
DECREASED13,70413,846-142-1%$219.9K$264.5K+$44.6K2026-11-03
White Lighthouse Investment Management Inc.
DECREASED13,44513,485-400%$214.1K$259.5K+$45.3K2026-10-21
Anson Capital, Inc.
DECREASED13,44323,418-9,975-43%$371.9K$259.5K-$112.4K2026-10-23
Rubicon Advisors, GP
DECREASED13,27415,672-2,398-15%$248.9K$256.2K+$7.3K2026-10-23
Ascentis Independent Advisors
NEW13,101—+13,101——$252.9K—2026-11-03
Steel Grove Capital Advisors, LLC
DECREASED12,83213,372-540-4%$212.3K$247.7K+$35.3K2026-10-13
Greenspring Advisors, LLC
NEW12,736—+12,736——$245.8K—2026-11-05
Leuthold Group, LLC
INCREASED12,71412,291+423+3%$195.2K$245.4K+$50.2K2026-11-04
Wedbush Securities Inc
UNCHANGED12,56112,56100%$199.0K$242-$198.8K2026-10-22
Trueblood Wealth Management, LLC
UNCHANGED12,18812,18800%$193.5K$235.2K+$41.7K2026-10-23
Quartz Partners, LLC
NEW12,118—+12,118——$233.9K—2026-11-03
Robertson Stephens Wealth Management, LLC
NEW11,585—+11,585——$223.6K—2026-10-16
Unique Wealth, LLC
NEW11,484—+11,484——$221.6K—2026-10-16
Koshinski Asset Management, Inc.
DECREASED11,30113,794-2,493-18%$219.0K$218.1K-$9402026-10-29
PFG Advisors
NEW11,004—+11,004——$212.4K—2026-10-16
Ignite Planners, LLC
DECREASED10,70711,218-511-5%$178.1K$207.0K+$28.9K2026-10-14
Ti-Trust, Inc
DECREASED10,62512,572-1,947-15%$199.6K$205.1K+$5.4K2026-10-21
Strategic Blueprint, LLC
INCREASED10,45210,034+418+4%$159.3K$201.7K+$42.4K2026-10-22
Facet Wealth, Inc.
NEW10,392—+10,392——$200.6K—2026-11-04
Advisory Advocates, LLC
NEW10,239—+10,239——$197.6K—2026-11-05
Root Financial Partners, LLC
DECREASED9,48611,046-1,560-14%$175.4K$183.1K+$7.7K2026-10-21
Global Trust Asset Management, LLC
NEW7,478—+7,478——$144.3K—2026-10-19
Creative Financial Designs Inc
INCREASED7,388787+6,601+839%$12.5K$142.6K+$130.1K2026-11-04
Clearstead Advisors, LLC
UNCHANGED6,9326,93200%$110.1K$133.8K+$23.7K2026-11-06
Blue Trust, Inc.
DECREASED6,5126,872-360-5%$109.1K$125.7K+$16.6K2026-10-15
Cullen T Bankers, Inc.
DECREASED6,4056,654-249-4%$105.7K$123.6K+$18.0K2026-10-28
EverSource Wealth Advisors, LLC
DECREASED6,088118,305-112,217-95%$1.9M$117.5K-$1.8M2026-11-04
Parallel Advisors, LLC
DECREASED5,8899,618-3,729-39%$152.7K$113.7K-$39.1K2026-11-03
Paladin Partners, LLC
DECREASED5,0345,435-401-7%$86.3K$97.2K+$10.8K2026-10-06
Reyes Financial Architecture, Inc.
DECREASED5,0286,458-1,430-22%$102.6K$97.0K-$5.5K2026-10-22
IFS Advisors, LLC
UNCHANGED4,7004,70000%$74.6K$90.7K+$16.1K2026-10-14
Latitude Advisors, LLC
NEW3,888—+3,888——$75.0K—2026-10-27
Nvwm, LLC
UNCHANGED3,7373,73700%$59.3K$72.1K+$12.8K2026-10-14
Larson Financial Group LLC
UNCHANGED2,9312,93100%$46.5K$56.6K+$10.0K2026-11-05
Triumph Capital Management
INCREASED2,8862,850+36+1%$45.3K$55.7K+$10.4K2026-10-14
Rossby Financial, LCC
INCREASED2,2522,090+162+8%$33.2K$43.5K+$10.3K2026-11-05
Buck Wealth Strategies, LLC
DECREASED2,2392,283-44-2%$36.3K$43.2K+$7.0K2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED2,1892,610-421-16%$41.4K$42.2K+$8012026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED2,1652,16500%$9.0K$24.0K+$15.0K2026-11-04
Pacifica Partners Inc.
NEW2,100—+2,100——$41.1K—2026-10-09
City State Bank
UNCHANGED1,9461,94600%$30.9K$37.6K+$6.7K2026-10-20
Brown, Lisle Ings, Inc.
INCREASED1,8561,549+307+20%$24.6K$35.8K+$11.2K2026-10-16
United Community Bank
UNCHANGED1,8481,84800%$29.3K$35.7K+$6.3K2026-10-28
Avion Wealth
UNCHANGED1,8161,81600%$28$35.0K+$35.0K2026-11-04
Intesa Sanpaolo Wealth Management
UNCHANGED1,8001,80000%$28.6K$34.7K+$6.2K2026-10-28
KFG LLC
NEW1,682—+1,682——$32.5K—2026-11-02
Pinnacle Bancorp, Inc.
NEW1,640—+1,640——$31.7K—2026-10-21
Abound Wealth Management
NEW1,564—+1,564——$30.2K—2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED1,4371,307+130+10%$20.8K$27.7K+$7.0K2026-10-23
Evolution Wealth Management Inc.
INCREASED1,262777+485+62%$12.3K$24.4K+$12.0K2026-10-28
DeDora Capital, Inc.
NEW1,079—+1,079——$20.8K—2026-10-26
Salomon & Ludwin, LLC
UNCHANGED1,0441,04400%$16.5K$20.1K+$3.7K2026-10-29
Prudent Man Investment Management, Inc.
NEW1,001—+1,001——$19.3K—2026-11-03
Eastern Bank
UNCHANGED1,0001,00000%$15.9K$19.3K+$3.4K2026-10-05
James T. Borello RIA
UNCHANGED93693600%$14.9K$18.1K+$3.2K2026-10-16
Asset Dedication, LLC
UNCHANGED77177100%$12.2K$14.9K+$2.6K2026-11-03
Lanark Financial, Inc.
UNCHANGED72072000%$11.4K$13.9K+$2.5K2026-10-26
Gables Capital Management Inc.
UNCHANGED71571500%$11.4K$13.8K+$2.4K2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED69869800%$11.1K$13.5K+$2.4K2026-10-23
Key Capital Management, Inc
UNCHANGED64564500%$10.2K$12.4K+$2.2K2026-11-03
Go Invest LLC
DECREASED629650-21-3%$10.3K$12.1K+$1.8K2026-10-09
Golden State Wealth Management, LLC
DECREASED6232,435-1,812-74%$38.7K$12.0K-$26.6K2026-11-02
Compass Financial Management LLC
INCREASED593532+61+11%$8.9K$11.4K+$2.5K2026-10-30
Financial Consulate, Inc
DECREASED554627-73-12%$10.0K$10.7K+$7362026-10-23
Advantage Trust Co
UNCHANGED53953900%$8.6K$10.4K+$1.8K2026-10-19
Wealth Enhancement Trust Services, Inc.
UNCHANGED50150100%$8.0K$9.7K+$1.7K2026-10-07
Livelsberger Financial Advisory
NEW500—+500——$9.7K—2026-10-28
Acumen Wealth Advisors, LLC
UNCHANGED44744700%$7.1K$8.6K+$1.5K2026-11-05
Versant Capital Management, Inc
UNCHANGED41041000%$6.5K$7.9K+$1.4K2026-10-02
Cape Investment Advisory, Inc.
DECREASED403457-54-12%$7.3K$7.8K+$5202026-10-13
Central Trust Co
DECREASED3883,596-3,208-89%$57.1K$7.5K-$49.6K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED35035000%$5.6K$6.8K+$1.2K2026-11-03
DecisionPoint Financial, LLC
UNCHANGED30830800%$4.9K$6.0K+$1.2K2026-10-27
Hoey Investments, Inc
UNCHANGED30030000%$4.8K$5.8K+$1.0K2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED26126100%$4.1K$5.0K+$8932026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED24924900%$4.0K$4.8K+$8522026-10-28
Essential Partners LLC
INCREASED237186+51+27%$3.0K$4.6K+$1.6K2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED21321300%$3$4+$12026-10-13
Hilltop National Bank
UNCHANGED20320300%$3.2K$3.9K+$6942026-10-14
Farmers & Merchants Investments Inc
DECREASED200252-52-21%$4.0K$3.9K-$1422026-10-22
LAM Group, Inc.
DECREASED195220-25-11%$3.5K$3.8K+$2702026-10-26
Heritage Family Offices, LLP
NEW191—+191——$3.7K—2026-11-02
Mather Group, Llc.
NEW171—+171——$3.3K—2026-10-14
Gamma Investing LLC
NEW157—+157——$3.0K—2026-10-08
GK Wealth Management LLC
NEW142—+142——$2.7K—2026-10-09
Vermillion Wealth Management, Inc.
NEW132—+132——$2.5K—2026-10-26
Nova Financial LLC
NEW112—+112——$2.2K—2026-11-04
Signature Resources Capital Management, LLC
NEW107—+107——$2.1K—2026-10-16
Silver Grove Financial Group, Inc.
NEW96—+96——$1.9K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW95—+95——$1.8K—2026-10-13
Covestor Ltd
UNCHANGED797900%$1$2+$12026-10-30
Fairscale Capital, LLC
UNCHANGED767600%$1.2K$1.5K+$3152026-11-04
Highline Wealth Partners LLC
UNCHANGED686800%$1.1K$1.3K+$2322026-10-19
Winthrop Capital Management, LLC
UNCHANGED626200%$1$1.2K+$1.2K2026-11-05
Planning Strategies Inc.
NEW59—+59——$1.1K—2026-10-02
Simplex Trading, LLC
UNCHANGED505000%$794$965+$1712026-11-04
Evermay Wealth Management LLC
DECREASED48160-112-70%$2.5K$927-$1.6K2026-11-05
Birchbrook, Inc.
UNCHANGED474700%$747$908+$1612026-10-14
West Paces Advisors Inc.
UNCHANGED323200%$508$618+$1102026-10-13
Kingdom Financial Group Llc.
UNCHANGED121200%$191$232+$412026-11-04
Foster Dykema Cabot & Partners, LLC
UNCHANGED101000%$159$193+$342026-10-30
TD Private Client Wealth LLC
UNCHANGED1100%$14$17+$32026-10-28
IronBridge Private Wealth, LLC
CLOSED0259,022-259,022-100%$4.1M$0-$4.1M2026-11-03
Concurrent Investment Advisors, LLC
CLOSED0149,931-149,931-100%$2.4M$0-$2.4M2026-10-16
Indivisible Partners
CLOSED043,457-43,457-100%$690.1K$0-$690.1K2026-10-26
Upper Left Wealth Management, LLC
CLOSED033,805-33,805-100%$536.8K$0-$536.8K2026-10-14
McKinley Carter Wealth Services, Inc.
CLOSED025,467-25,467-100%$404.4K$0-$404.4K2026-10-16
Balboa Wealth Partners
CLOSED011,172-11,172-100%$177.4K$0-$177.4K2026-10-20
Friedenthal Financial
CLOSED010,724-10,724-100%$170.3K$0-$170.3K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED010,176-10,176-100%$161.6K$0-$161.6K2026-10-14
Navigation Wealth Management, Inc.
CLOSED010,140-10,140-100%$161.0K$0-$161.0K2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED010,121-10,121-100%$160.7K$0-$160.7K2026-11-04
MCF Advisors LLC
CLOSED04,308-4,308-100%$68.4K$0-$68.4K2026-10-28
Country Trust Bank
CLOSED03,732-3,732-100%$59.3K$0-$59.3K2026-10-30
International Assets Investment Management, LLC
CLOSED02,243-2,243-100%$35.4K$0-$35.4K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,850-1,850-100%$29.4K$0-$29.4K2026-10-15
Robinswood Financial LLC
CLOSED01,834-1,834-100%$29.1K$0-$29.1K2026-10-20
Salem Investment Counselors Inc
CLOSED0900-900-100%$14.3K$0-$14.3K2026-10-13
Chilton Capital Management LLC
CLOSED0396-396-100%$6.3K$0-$6.3K2026-10-28
Center for Financial Planning, Inc.
CLOSED0143-143-100%$2.3K$0-$2.3K2026-10-26
Cornerstone Planning Group LLC
CLOSED0122-122-100%$2.2K$0-$2.2K2026-10-16
Key FInancial Inc
CLOSED091-91-100%$1.4K$0-$1.4K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED066-66-100%$1.0K$0-$1.0K2026-10-14
Valley Wealth Managers, Inc.
CLOSED031-31-100%$492$0-$4922026-10-09
Smallwood Wealth Investment Management, LLC
CLOSED01-1-100%$15$0-$152026-10-30
Retirement Wealth Solutions LLC
UNCHANGED000—$4$5+$12026-10-07
Wells Fargo & Company
N/A—66,878,686-66,878,686-100%$1.1B———
Empower Advisory Group, LLC
N/A—32,745,235-32,745,235-100%$520.0M———
LPL Financial LLC
N/A—31,130,327-31,130,327-100%$494.3M———
Manufacturers Life Insurance Company, the
N/A—23,747,602-23,747,602-100%$121.1M———
Morgan Stanley
N/A—19,788,993-19,788,993-100%$314.2M———
State Street Corp
N/A—9,885,348-9,885,348-100%$157.0M———
Charles Schwab Investment Management Inc
N/A—5,491,263-5,491,263-100%$87.2M———
Bank of America Corp
N/A—3,878,921-3,878,921-100%$61.6M———
Northwestern Mutual Wealth Management Co
N/A—2,707,800-2,707,800-100%$43.0M———
Wealthspire Advisors, LLC
N/A—2,659,758-2,659,758-100%$42.2M———
Tidal Investments LLC
N/A—2,587,034-2,587,034-100%$41.1M———
SCS Capital Management LLC
N/A—2,132,062-2,132,062-100%$33.9M———
Jane Street Group, LLC
N/A—1,764,472-1,764,472-100%$28.0M———
Bluespring Wealth Management, LLC
N/A—1,693,566-1,693,566-100%$26.9M———
HighTower Advisors, LLC
N/A—1,673,863-1,673,863-100%$26.6M———
Flow Traders U.S. LLC
N/A—1,593,441-1,593,441-100%$25.3M———
Potomac Fund Management Inc
N/A—1,504,900-1,504,900-100%$23.9M———
Envestnet Asset Management Inc
N/A—1,286,770-1,286,770-100%$20.4M———
Osaic Holdings, Inc.
N/A—1,227,800-1,227,800-100%$19.5M———
UBS Group AG
N/A—1,208,118-1,208,118-100%$19.2M———
Susquehanna International Group, LLP
N/A—1,169,282-1,169,282-100%$18.6M———
Goldman Sachs Group Inc
N/A—1,011,852-1,011,852-100%$16.1M———
EP Wealth Advisors, LLC
N/A—999,735-999,735-100%$15.9M———
Kiker Wealth Management, LLC
N/A—925,387-925,387-100%$14.7M———
Cetera Investment Advisers
N/A—889,630-889,630-100%$14.1M———
HSBC Holdings PLC
N/A—880,000-880,000-100%$14.0M———
Arax Advisory Partners
N/A—828,427-828,427-100%$13.2M———
Arkadios Wealth Advisors
N/A—806,910-806,910-100%$12.8M———
Janney Montgomery Scott LLC
N/A—801,319-801,319-100%$12.7M———
First American Trust, FSB
N/A—774,329-774,329-100%$12.3M———
MAI Capital Management
N/A—748,587-748,587-100%$11.9M———
Equitable Holdings, Inc.
N/A—640,791-640,791-100%$10.2M———
Rockefeller Capital Management L.P.
N/A—600,564-600,564-100%$9.5M———
Raymond James Financial Inc
N/A—558,194-558,194-100%$8.9M———
MML Investors Services, LLC
N/A—539,882-539,882-100%$8.6M———
AE Wealth Management LLC
N/A—507,270-507,270-100%$8.1M———
Impact Partnership Wealth, LLC
N/A—498,516-498,516-100%$7.9M———
Baird Financial Group, Inc.
N/A—475,892-475,892-100%$7.6M———
Ausdal Financial Partners, Inc.
N/A—443,492-443,492-100%$7.0M———
Advyzon Investment Management, LLC
N/A—436,306-436,306-100%$6.9M———
CIM, LLC
N/A—405,432-405,432-100%$6.4M———
Jones Financial Companies Lllp
N/A—398,110-398,110-100%$6.3M———
Kensington Asset Management, LLC
N/A—392,091-392,091-100%$6.2M———
&partners
N/A—382,467-382,467-100%$6.1M———
CIBC World Market Inc.
N/A—357,455-357,455-100%$5.7M———
JPMorgan Chase & Co
N/A—355,429-355,429-100%$5.6M———
Theory Financial LLC
N/A—352,441-352,441-100%$5.6M———
Quent Capital, LLC
N/A—349,260-349,260-100%$5.5M———
Foundations Investment Advisors, LLC
N/A—339,510-339,510-100%$5.4M———
Royal Bank of Canada
N/A—269,152-269,152-100%$4.3M———
49 Wealth Management, LLC
N/A—263,704-263,704-100%$4.2M———
Alongside, LLC
N/A—263,704-263,704-100%$4.2M———
Renaissance Technologies LLC
N/A—258,900-258,900-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—226,655-226,655-100%$3.6M———
Lifeworks Advisors, LLC
N/A—225,436-225,436-100%$3.6M———
Canal Capital Management, LLC
N/A—206,433-206,433-100%$3.3M———
Perissos Private Wealth Management, LLC
N/A—192,247-192,247-100%$3.1M———
Hancock Whitney Corp
N/A—186,268-186,268-100%$3.0M———
Mariner, LLC
N/A—165,700-165,700-100%$2.6M———
Private Advisor Group, LLC
N/A—161,689-161,689-100%$2.6M———
IFG Advisory, LLC
N/A—149,856-149,856-100%$2.4M———
NewSquare Capital LLC
N/A—145,142-145,142-100%$2.3M———
Sanctuary Advisors, LLC
N/A—144,343-144,343-100%$2.3M———
Headlands Technologies LLC
N/A—133,503-133,503-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—133,187-133,187-100%$2.1M———
Smartleaf Asset Management LLC
N/A—132,953-132,953-100%$2.1M———
Silver OAK Securities, Incorporated
N/A—131,112-131,112-100%$2.1M———
Bleakley Financial Group, LLC
N/A—126,352-126,352-100%$2.0M———
Scotia Capital Inc.
N/A—120,880-120,880-100%$1.9M———
Nwam LLC
N/A—118,266-118,266-100%$1.9M———
Private Wealth Asset Management, LLC
N/A—117,536-117,536-100%$1.9M———
Avos Capital Management, LLC
N/A—117,276-117,276-100%$1.9M———
Fairview Capital Investment Management, LLC
N/A—113,518-113,518-100%$1.8M———
Camarda Financial Advisors, LLC
N/A—111,524-111,524-100%$1.8M———
Global Retirement Partners, LLC
N/A—108,487-108,487-100%$1.7M———
McNamara Financial Services, Inc.
N/A—106,904-106,904-100%$1.7M———
Johnson Investment Counsel Inc
N/A—106,177-106,177-100%$1.7M———
M&T Bank Corp
N/A—101,856-101,856-100%$1.6M———
Zacks Investment Management
N/A—97,079-97,079-100%$1.5M———
Nest Investments, LLC
N/A—96,996-96,996-100%$1.5M———
Maridea Wealth Management LLC
N/A—94,289-94,289-100%$1.5M———
Quadrature Capital Ltd
N/A—88,143-88,143-100%$1.4M———
Palumbo Wealth Management LLC
N/A—86,451-86,451-100%$1.4M———
Continuum Advisory, LLC
N/A—84,125-84,125-100%$1.3M———
Transamerica Financial Advisors, LLC
N/A—82,531-82,531-100%$1.3M———
Hilltop Holdings Inc.
N/A—76,086-76,086-100%$1.2M———
West Michigan Advisors, LLC
N/A—75,583-75,583-100%$1.2M———
Strive Financial Group,LLC
N/A—74,003-74,003-100%$1.2M———
Addison Capital Co
N/A—72,245-72,245-100%$1.1M———
SG Americas Securities, LLC
N/A—70,000-70,000-100%$1.1M———
Compass Capital Corp
N/A—67,668-67,668-100%$1.2M———
SlateStone Wealth, LLC
N/A—65,000-65,000-100%$1.0M———
Blair William & Co
N/A—64,505-64,505-100%$1.0M———
Point72 Asset Management, L.P.
N/A—61,623-61,623-100%$978.6K———
Two Sigma Securities, LLC
N/A—60,982-60,982-100%$968.4K———
Centaurus Financial, Inc.
N/A—60,310-60,310-100%$958.0K———
NewEdge Advisors, LLC
N/A—59,473-59,473-100%$944.4K———
New Republic Capital, LLC
N/A—58,681-58,681-100%$931.9K———
Itau Unibanco Holding S.A.
N/A—56,573-56,573-100%$898.4K———
Regal Investment Advisors LLC
N/A—54,082-54,082-100%$858.8K———
LaSalle St. Investment Advisors, LLC
N/A—52,609-52,609-100%$835.4K———
Stratos Wealth Partners, Ltd.
N/A—51,544-51,544-100%$818.5K———
Stock Yards Bank & Trust Co
N/A—49,568-49,568-100%$787.1K———
Dunhill Financial, LLC
N/A—49,386-49,386-100%$784.3K———
Marex Group Ltd
N/A—48,456-48,456-100%$769.5K———
Continental Investors Services, Inc.
N/A—47,692-47,692-100%$812.7K———
Pacific Financial Group Inc
N/A—46,115-46,115-100%$732.3K———
Principal Securities, Inc.
N/A—45,594-45,594-100%$724.0K———
Faithward Advisors, LLC
N/A—45,271-45,271-100%$718.9K———
Capital Advisor Network LLC
N/A—44,950-44,950-100%$713.8K———
Zinnia Wealth Advisory, LLC
N/A—43,984-43,984-100%$698.5K———
GeoWealth Management, LLC
N/A—41,577-41,577-100%$660.2K———
NewEdge Wealth, LLC
N/A—41,040-41,040-100%$651.7K———
Natixis Advisors, LLC
N/A—40,367-40,367-100%$641.0K———
Vestmark Advisory Solutions, Inc.
N/A—40,208-40,208-100%$638.5K———
Qube Research & Technologies Ltd
N/A—39,682-39,682-100%$630.2K———
Tranquilli Financial Advisor LLC
N/A—39,022-39,022-100%$619.7K———
AlTi Global, Inc.
N/A—36,142-36,142-100%$573.9K———
Pathstone Holdings, LLC
N/A—34,307-34,307-100%$544.8K———
Ethos Financial Group, LLC
N/A—33,696-33,696-100%$592.0K———
Deutsche Bank Ag\
N/A—31,855-31,855-100%$505.9K———
HRT Financial LP
N/A—31,361-31,361-100%$498.0K———
Kera Capital Partners, Inc.
N/A—31,220-31,220-100%$495.8K———
Invesco Ltd.
N/A—30,776-30,776-100%$488.7K———
Geneos Wealth Management Inc.
N/A—30,430-30,430-100%$483.2K———
O'shaughnessy Asset Management, LLC
N/A—29,957-29,957-100%$475.7K———
Captrust Financial Advisors
N/A—29,956-29,956-100%$475.7K———
FreeGulliver LLC
N/A—29,225-29,225-100%$464.1K———
Mercer Global Advisors Inc
N/A—28,052-28,052-100%$445.5K———
Wallace Hart LLC
N/A—26,090-26,090-100%$414.3K———
Vident Advisory, LLC
N/A—25,974-25,974-100%$412.5K———
Roble, Belko & Company, Inc
N/A—25,809-25,809-100%$410.0K———
Kintra Wealth, LLC
N/A—24,210-24,210-100%$430.2K———
HighPoint Advisor Group LLC
N/A—23,545-23,545-100%$373.9K———
Betterment LLC
N/A—23,345-23,345-100%$371.0K———
Barclays PLC
N/A—23,000-23,000-100%$365.2K———
Mutual Advisors, LLC
N/A—22,464-22,464-100%$356.7K———
Prostatis Group LLC
N/A—22,459-22,459-100%$356.7K———
Ameriprise Financial Inc
N/A—22,173-22,173-100%$352.1K———
Premier Private Wealth Management LLC
N/A—21,411-21,411-100%$340.0K———
Inspire Advisors, LLC
N/A—21,004-21,004-100%$333.6K———
Great Valley Advisor Group, Inc.
N/A—20,467-20,467-100%$325.0K———
Advisory Services Network, LLC
N/A—19,034-19,034-100%$302.3K———
CreativeOne Wealth, LLC
N/A—18,565-18,565-100%$294.8K———
Brown Advisory Inc
N/A—18,158-18,158-100%$288.3K———
Harbour Investments, Inc.
N/A—18,094-18,094-100%$287.3K———
Dorsey & Whitney Trust Co LLC
N/A—16,558-16,558-100%$262.9K———
Greykasell Wealth Strategies, Inc.
N/A—16,281-16,281-100%$258.5K———
Gladstone Institutional Advisory LLC
N/A—16,105-16,105-100%$255.7K———
Cary Street Partners Financial LLC
N/A—15,274-15,274-100%$242.6K———
Western Wealth Management, LLC
N/A—14,231-14,231-100%$226.0K———
WCG Wealth Advisors LLC
N/A—13,890-13,890-100%$220.6K———
IHT Wealth Management, LLC
N/A—13,730-13,730-100%$218.0K———
Empire Financial Management Company, LLC
N/A—13,426-13,426-100%$213.2K———
M1 Capital Management LLC
N/A—13,131-13,131-100%$208.5K———
Envestnet Portfolio Solutions, Inc.
N/A—12,970-12,970-100%$206.0K———
PFG Investments, LLC
N/A—12,313-12,313-100%$195.5K———
Callan Family Office, LLC
N/A—12,137-12,137-100%$192.7K———
World Investment Advisors
N/A—11,781-11,781-100%$204.0K———
Focus Partners Wealth
N/A—11,714-11,714-100%$186.0K———
Moneta Group Investment Advisors LLC
N/A—11,678-11,678-100%$185.4K———
OneDigital Investment Advisors LLC
N/A—11,477-11,477-100%$182.3K———
Waverly Advisors, LLC
N/A—11,395-11,395-100%$181.0K———
Collaborative Wealth Managment Inc.
N/A—11,242-11,242-100%$178.5K———
BCS Private Wealth Management, Inc.
N/A—11,215-11,215-100%$178.1K———
Coastal Bridge Advisors, LLC
N/A—10,445-10,445-100%$165.9K———
B & T Capital Management DBA Alpha Capital Management
N/A—10,115-10,115-100%$160.6K———
Keystone Financial Group
N/A—10,084-10,084-100%$160.1K———
Steward Partners Investment Advisory, LLC
N/A—9,592-9,592-100%$152.3K———
IMA Advisory Services, Inc.
N/A—9,464-9,464-100%$150.3K———
Nomura Asset Management Co LTD
N/A—9,400-9,400-100%$149.3K———
Quantum Portfolio Management LLC
N/A—7,467-7,467-100%$118.6K———
Index Technologies Group LLC
N/A—6,073-6,073-100%$96.4K———
Innovative Asset Advisors Group, LLC
N/A—5,881-5,881-100%$93.4K———
Ameritas Investment Partners, Inc.
N/A—5,799-5,799-100%$92.1K———
Tower Research Capital LLC (TRC)
N/A—5,219-5,219-100%$82.9K———
Coston, McIsaac & Partners
N/A—4,949-4,949-100%$78.0K———
Bessemer Group Inc
N/A—4,806-4,806-100%$76.0K———
Tidemark, LLC
N/A—4,323-4,323-100%$68.6K———
Huntington National Bank
N/A—3,501-3,501-100%$55.6K———
Atlantic Union Bankshares Corp
N/A—2,773-2,773-100%$44.0K———
Bruce G. Allen Investments, LLC
N/A—2,653-2,653-100%$42.1K———
Consultiva Wealth Management, Corp.
N/A—1,880-1,880-100%$29.9K———
Coppell Advisory Solutions LLC
N/A—1,682-1,682-100%$825.9K———
Hollencrest Capital Management
N/A—1,642-1,642-100%$26.1K———
Allworth Financial LP
N/A—1,631-1,631-100%$25.9K———
Zions Bancorporation, National Association
N/A—1,573-1,573-100%$25.0K———
Strategic Investment Solutions, Inc.
N/A—1,500-1,500-100%$23.8K———
Caldwell Sutter Capital, Inc.
N/A—1,350-1,350-100%$21.4K———
Darwin Wealth Management, LLC
N/A—1,155-1,155-100%$18.3K———
Pinney & Scofield, Inc.
N/A—1,017-1,017-100%$16.2K———
Capital Analysts, LLC
N/A—934-934-100%$15———
Hantz Financial Services, Inc.
N/A—907-907-100%$14———
BNP Paribas Financial Markets
N/A—900-900-100%$14.3K———
Strategic Wealth Partners, Ltd.
N/A—889-889-100%$14.1K———
Crewe Advisors LLC
N/A—821-821-100%$13.0K———
BlackRock, Inc.
N/A—784-784-100%$12.4K———
EFG International AG
N/A—730-730-100%$11.6K———
Oakmont Advisory Group, LLC
N/A—619-619-100%$9.8K———
Vanguard Advisers Inc
N/A—552-552-100%$8.8K———
Bogart Wealth, LLC
N/A—506-506-100%$8.0K———
Brown Brothers Harriman & Co
N/A—438-438-100%$7.0K———
Nova Wealth Management, Inc.
N/A—332-332-100%$5.3K———
Game Plan Financial Advisors, LLC
N/A—328-328-100%$5.2K———
Sittner & Nelson, LLC
N/A—300-300-100%$4.8K———
Motco
N/A—246-246-100%$3.9K———
BFC Planning, Inc.
N/A—244-244-100%$3.9K———
Timbuktu Capital Management, LLC
N/A—214-214-100%$3.4K———
Ameriflex Group, Inc.
N/A—209-209-100%$3.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—192-192-100%$3.0K———
Synergy Investment Management, LLC
N/A—182-182-100%$2.9K———
Chesapeake Asset Management LLC
N/A—182-182-100%$2.9K———
Cheviot Value Management, LLC
N/A—146-146-100%$2.3K———
TD Capital Management LLC
N/A—112-112-100%$1.8K———
Godfrey Financial Associates, Inc.
N/A—102-102-100%$1.6K———
SHP Wealth Management
N/A—80-80-100%$1.3K———
Operose Advisors LLC
N/A—54-54-100%$858———
Russell Investments Group, Ltd.
N/A—22-22-100%$342———
Frazier Financial Advisors, LLC
N/A—7-7-100%$108———
Showing 496 of 496 institutions