IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Dorsey Wright Tech (PTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares589,941 from 580,110
Change+9,831 (+2%)
Value$64.2M (-$14.8M)
Filed 2026-11-06
Maxi Investments CY Ltd
NEW
Shares80,100
Change+80,100
Value$8.7K
Filed 2026-10-26
Paller Financial Services Inc
INCREASED
Shares68,775 from 66,271
Change+2,504 (+4%)
Value$7.5M (-$1.5M)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares41,050 from 38,417
Change+2,633 (+7%)
Value$4.5M (-$785.3K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares37,157 from 38,506
Change-1,349 (-3%)
Value$4.0M (-$1.2M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares32,466 from 35,312
Change-2,846 (-8%)
Value$3.5M (-$1.3M)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares31,472 from 32,133
Change-661 (-2%)
Value$3.4M (-$953.1K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares25,035 from 11,213
Change+13,822 (+123%)
Value$2.7M (+$1.2M)
Filed 2026-10-26
Mission Wealth Management, LP
UNCHANGED
Shares24,300 from 24,300
Change0 (0%)
Value$2.6M (-$666.3K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
UNCHANGED
Shares15,863 from 15,863
Change0 (0%)
Value$1.7M (-$435.0K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares13,208 from 11,634
Change+1,574 (+14%)
Value$1.4M (-$147.6K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
NEW
Shares11,900
Change+11,900
Value$1.3M
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares11,665
Change+11,665
Value$1.3M
Filed 2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED
Shares9,426 from 9,426
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares8,169 from 10,104
Change-1,935 (-19%)
Value$889.5K (-$487.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares6,675 from 6,907
Change-232 (-3%)
Value$726.8K (-$214.7K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares5,840 from 5,787
Change+53 (+1%)
Value$635.9K (-$152.9K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares5,747 from 6,960
Change-1,213 (-17%)
Value$625.8K (-$322.9K)
Filed 2026-10-21
Sound Income Strategies, LLC
DECREASED
Shares4,729 from 4,920
Change-191 (-4%)
Value$524.7K (-$146.0K)
Filed 2026-10-09
Dedeker Financial LLC
UNCHANGED
Shares4,657 from 4,657
Change0 (0%)
Value$507.1K (-$127.7K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$491.6K (-$17.8K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares4,605 from 4,972
Change-367 (-7%)
Value$501.5K (-$176.3K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
DECREASED
Shares4,433 from 4,476
Change-43 (-1%)
Value$482.7K (-$127.4K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares4,394 from 3,552
Change+842 (+24%)
Value$478.5K (-$5.7K)
Filed 2026-10-23
Third View Private Wealth, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$462.8K (-$116.5K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,210 from 4,475
Change-265 (-6%)
Value$458.4K (-$151.6K)
Filed 2026-10-23
Wedbush Securities Inc
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$450 (-$562.6K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$431.9K (-$108.7K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares3,752 from 3,554
Change+198 (+6%)
Value$408.6K (-$75.9K)
Filed 2026-11-02
Reik & Co., LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$392.0K (-$98.7K)
Filed 2026-10-27
Leelyn Smith, LLC
DECREASED
Shares3,575 from 4,056
Change-481 (-12%)
Value$389.3K (-$163.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares3,560 from 4,594
Change-1,034 (-23%)
Value$387.6K (-$238.6K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares3,353 from 3,370
Change-17 (0%)
Value$365.1K (-$94.2K)
Filed 2026-10-07
Equitable Trust Co
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$344.4K (-$86.7K)
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$310.8K (-$78.3K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares2,782 from 2,867
Change-85 (-3%)
Value$302.9K (-$87.9K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
DECREASED
Shares2,586 from 2,638
Change-52 (-2%)
Value$281.6K (-$78.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$280.7K (-$12.1K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares2,474 from 1,872
Change+602 (+32%)
Value$269.4K (+$14.2K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares2,425 from 2,500
Change-75 (-3%)
Value$264.1K (-$76.7K)
Filed 2026-10-13
D.A. Davidson & Co.
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$255.3K (-$64.3K)
Filed 2026-10-28
LJI Wealth Management, LLC
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$253.2K (-$63.8K)
Filed 2026-10-28
NWF Advisory Services Inc.
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$236.8K (-$59.6K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$217.8K (-$54.8K)
Filed 2026-11-04
Belvedere Trading LLC
NEW
Shares1,988
Change+1,988
Value$216.5K
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares1,969 from 2,278
Change-309 (-14%)
Value$214.4K (-$96.1K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$238.5K ($0)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares1,081 from 231
Change+850 (+368%)
Value$117.7K (+$86.2K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$98.0K (-$24.7K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares407 from 524
Change-117 (-22%)
Value$44.3K (-$27.1K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$35.7K (-$4.8K)
Filed 2026-10-16
Creative Financial Designs Inc
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$31.7K (-$8.0K)
Filed 2026-11-04
Oakworth Capital, Inc.
DECREASED
Shares250 from 350
Change-100 (-29%)
Value$27.2K (-$17.1K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
NEW
Shares200
Change+200
Value$21.8K
Filed 2026-10-30
Quaker Wealth Management, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$17.6K (-$4.4K)
Filed 2026-10-22
Spire Wealth Management
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.1K (-$1.3K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.3K (-$825)
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$980 (-$247)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares8
Change+8
Value$872
Filed 2026-10-27
Truist Financial Corp
CLOSED
Shares0 from 21,606
Change-21,606 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-30
Outlook Wealth Advisors, LLC
CLOSED
Shares0 from 16,214
Change-16,214 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-28
Nilsine Partners, LLC
CLOSED
Shares0 from 12,306
Change-12,306 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 6,135
Change-6,135 (-100%)
Value$0 (-$836.3K)
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 5,222
Change-5,222 (-100%)
Value$0 (-$711.8K)
Filed 2026-11-04
Independent Financial Group, LLC
CLOSED
Shares0 from 4,965
Change-4,965 (-100%)
Value$0 (-$676.8K)
Filed 2026-10-13
Fulcrum Equity Management
CLOSED
Shares0 from 3,671
Change-3,671 (-100%)
Value$0 (-$500.4K)
Filed 2026-10-21
Level Four Advisory Services, LLC
CLOSED
Shares0 from 3,395
Change-3,395 (-100%)
Value$0 (-$462.8K)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$376.6K)
Filed 2026-10-14
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$375.9K)
Filed 2026-11-03
Rose Capital Advisors LLC
CLOSED
Shares0 from 2,674
Change-2,674 (-100%)
Value$0 (-$364.5K)
Filed 2026-11-04
Davenport & Co LLC
CLOSED
Shares0 from 1,919
Change-1,919 (-100%)
Value$0 (-$261.6K)
Filed 2026-10-14
Apollon Wealth Management, LLC
CLOSED
Shares0 from 1,824
Change-1,824 (-100%)
Value$0 (-$248.6K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 1,656
Change-1,656 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-21
Keudell ison Wealth Management
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-26
Western Financial Corp
CLOSED
Shares0 from 1,532
Change-1,532 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$40.9K)
Filed 2026-11-06
Larson Financial Group LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$683)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 372,139
Change-372,139 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 235,626
Change-235,626 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 199,265
Change-199,265 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 164,130
Change-164,130 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 147,131
Change-147,131 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 112,590
Change-112,590 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 101,200
Change-101,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,710
Change-100,710 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 99,912
Change-99,912 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,804
Change-69,804 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,561
Change-54,561 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 49,392
Change-49,392 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,013
Change-43,013 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,533
Change-38,533 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,447
Change-31,447 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,523
Change-27,523 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,967
Change-26,967 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 23,578
Change-23,578 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,259
Change-23,259 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,556
Change-22,556 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,618
Change-21,618 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,449
Change-17,449 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,302
Change-10,302 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,056
Change-10,056 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
&partners
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 441
Change-441 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
LPL Financial LLC
INCREASED589,941580,110+9,831+2%$79.1M$64.2M-$14.8M2026-11-06
Maxi Investments CY Ltd
NEW80,100—+80,100——$8.7K—2026-10-26
Paller Financial Services Inc
INCREASED68,77566,271+2,504+4%$9.0M$7.5M-$1.5M2026-10-13
StoneX Group Inc.
INCREASED41,05038,417+2,633+7%$5.2M$4.5M-$785.3K2026-11-03
Merit Financial Group, LLC
DECREASED37,15738,506-1,349-3%$5.2M$4.0M-$1.2M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED32,46635,312-2,846-8%$4.8M$3.5M-$1.3M2026-11-02
Farther Finance Advisors, LLC
DECREASED31,47232,133-661-2%$4.4M$3.4M-$953.1K2026-10-08
Lanark Financial, Inc.
INCREASED25,03511,213+13,822+123%$1.5M$2.7M+$1.2M2026-10-26
Mission Wealth Management, LP
UNCHANGED24,30024,30000%$3.3M$2.6M-$666.3K2026-10-15
Genesee Capital Advisors, LLC
UNCHANGED15,86315,86300%$2.2M$1.7M-$435.0K2026-10-20
Signature Equity Partners, LLC
INCREASED13,20811,634+1,574+14%$1.6M$1.4M-$147.6K2026-10-29
Mirae Asset Global Investments Co., Ltd.
NEW11,900—+11,900——$1.3M—2026-11-03
Pathway Financial Advisers, LLC
NEW11,665—+11,665——$1.3M—2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED9,4269,42600%$1.3M$1.3M$02026-10-13
AlphaCore Capital LLC
DECREASED8,16910,104-1,935-19%$1.4M$889.5K-$487.8K2026-11-04
Fifth Third Bancorp
DECREASED6,6756,907-232-3%$941.5K$726.8K-$214.7K2026-11-05
Clear Creek Financial Management, LLC
INCREASED5,8405,787+53+1%$788.8K$635.9K-$152.9K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED5,7476,960-1,213-17%$948.8K$625.8K-$322.9K2026-10-21
Sound Income Strategies, LLC
DECREASED4,7294,920-191-4%$670.6K$524.7K-$146.0K2026-10-09
Dedeker Financial LLC
UNCHANGED4,6574,65700%$634.8K$507.1K-$127.7K2026-10-23
Chicago Partners Investment Group LLC
UNCHANGED4,6504,65000%$509.4K$491.6K-$17.8K2026-10-27
Commonwealth Equity Services, LLC
DECREASED4,6054,972-367-7%$677.8K$501.5K-$176.3K2026-11-02
Samalin Investment Counsel, LLC
DECREASED4,4334,476-43-1%$610.1K$482.7K-$127.4K2026-10-23
Sigma Planning Corp
INCREASED4,3943,552+842+24%$484.2K$478.5K-$5.7K2026-10-23
Third View Private Wealth, LLC
UNCHANGED4,2504,25000%$579.3K$462.8K-$116.5K2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED4,2104,475-265-6%$610.0K$458.4K-$151.6K2026-10-23
Wedbush Securities Inc
UNCHANGED4,1304,13000%$563.0K$450-$562.6K2026-10-22
MTM Investment Management, LLC
UNCHANGED3,9663,96600%$540.6K$431.9K-$108.7K2026-10-30
Kestra Advisory Services, LLC
INCREASED3,7523,554+198+6%$484.5K$408.6K-$75.9K2026-11-02
Reik & Co., LLC
UNCHANGED3,6003,60000%$490.7K$392.0K-$98.7K2026-10-27
Leelyn Smith, LLC
DECREASED3,5754,056-481-12%$552.9K$389.3K-$163.6K2026-11-03
Golden State Wealth Management, LLC
DECREASED3,5604,594-1,034-23%$626.2K$387.6K-$238.6K2026-11-02
Cooper Financial Group
DECREASED3,3533,370-170%$459.3K$365.1K-$94.2K2026-10-07
Equitable Trust Co
UNCHANGED3,1633,16300%$431.1K$344.4K-$86.7K2026-10-13
Private Trust Co NA
UNCHANGED2,8542,85400%$389.0K$310.8K-$78.3K2026-10-20
MGO One Seven LLC
DECREASED2,7822,867-85-3%$390.8K$302.9K-$87.9K2026-10-28
Trueblood Wealth Management, LLC
DECREASED2,5862,638-52-2%$359.6K$281.6K-$78.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED2,5302,53000%$292.8K$280.7K-$12.1K2026-10-13
Creative Planning
INCREASED2,4741,872+602+32%$255.2K$269.4K+$14.2K2026-11-02
Harbor Investment Advisory, LLC
DECREASED2,4252,500-75-3%$340.8K$264.1K-$76.7K2026-10-13
D.A. Davidson & Co.
UNCHANGED2,3452,34500%$319.6K$255.3K-$64.3K2026-10-28
LJI Wealth Management, LLC
UNCHANGED2,3252,32500%$316.9K$253.2K-$63.8K2026-10-28
NWF Advisory Services Inc.
UNCHANGED2,1752,17500%$296.5K$236.8K-$59.6K2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED2,0002,00000%$272.6K$217.8K-$54.8K2026-11-04
Belvedere Trading LLC
NEW1,988—+1,988——$216.5K—2026-11-05
Fifth Third Securities, Inc.
DECREASED1,9692,278-309-14%$310.5K$214.4K-$96.1K2026-10-21
Allworth Financial LP
UNCHANGED1,7501,75000%$238.5K$238.5K$02026-11-06
Simplex Trading, LLC
INCREASED1,081231+850+368%$31.5K$117.7K+$86.2K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED90090000%$122.7K$98.0K-$24.7K2026-11-06
US Bancorp \de\
DECREASED407524-117-22%$71.4K$44.3K-$27.1K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED32032000%$40.6K$35.7K-$4.8K2026-10-16
Creative Financial Designs Inc
UNCHANGED29129100%$39.7K$31.7K-$8.0K2026-11-04
Oakworth Capital, Inc.
DECREASED250350-100-29%$44.4K$27.2K-$17.1K2026-10-26
Capital Investment Advisory Services, LLC
NEW200—+200——$21.8K—2026-10-30
Quaker Wealth Management, LLC
UNCHANGED16216200%$22.1K$17.6K-$4.4K2026-10-22
Spire Wealth Management
UNCHANGED474700%$6.4K$5.1K-$1.3K2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED303000%$4.1K$3.3K-$8252026-10-27
Assetmark, Inc
UNCHANGED9900%$1.2K$980-$2472026-10-21
Laurel Wealth Advisors LLC
NEW8—+8——$872—2026-10-27
Truist Financial Corp
CLOSED021,606-21,606-100%$2.9M$0-$2.9M2026-10-30
Outlook Wealth Advisors, LLC
CLOSED016,214-16,214-100%$2.2M$0-$2.2M2026-10-28
Nilsine Partners, LLC
CLOSED012,306-12,306-100%$1.7M$0-$1.7M2026-11-02
Axxcess Wealth Management, LLC
CLOSED09,000-9,000-100%$1.2M$0-$1.2M2026-10-21
Hennion & Walsh Asset Management, Inc.
CLOSED06,135-6,135-100%$836.3K$0-$836.3K2026-10-13
Prospera Financial Services Inc
CLOSED05,222-5,222-100%$711.8K$0-$711.8K2026-11-04
Independent Financial Group, LLC
CLOSED04,965-4,965-100%$676.8K$0-$676.8K2026-10-13
Fulcrum Equity Management
CLOSED03,671-3,671-100%$500.4K$0-$500.4K2026-10-21
Level Four Advisory Services, LLC
CLOSED03,395-3,395-100%$462.8K$0-$462.8K2026-11-06
MinichMacGregor Wealth Management, LLC
CLOSED02,763-2,763-100%$376.6K$0-$376.6K2026-10-14
Wellington Shields & Co., LLC
CLOSED02,758-2,758-100%$375.9K$0-$375.9K2026-11-03
Rose Capital Advisors LLC
CLOSED02,674-2,674-100%$364.5K$0-$364.5K2026-11-04
Davenport & Co LLC
CLOSED01,919-1,919-100%$261.6K$0-$261.6K2026-10-14
Apollon Wealth Management, LLC
CLOSED01,824-1,824-100%$248.6K$0-$248.6K2026-10-23
SeaCrest Wealth Management, LLC
CLOSED01,656-1,656-100%$225.7K$0-$225.7K2026-10-21
Keudell ison Wealth Management
CLOSED01,652-1,652-100%$225.2K$0-$225.2K2026-10-16
Oppenheimer & Co Inc
CLOSED01,551-1,551-100%$211.4K$0-$211.4K2026-10-26
Western Financial Corp
CLOSED01,532-1,532-100%$208.8K$0-$208.8K2026-10-14
Institute for Wealth Management, Llc.
CLOSED0300-300-100%$40.9K$0-$40.9K2026-11-06
Larson Financial Group LLC
CLOSED05-5-100%$683$0-$6832026-11-05
Morgan Stanley
N/A—372,139-372,139-100%$50.7M———
Bank of America Corp
N/A—235,626-235,626-100%$32.1M———
HighTower Advisors, LLC
N/A—199,265-199,265-100%$27.2M———
Ameriprise Financial Inc
N/A—164,130-164,130-100%$22.4M———
Raymond James Financial Inc
N/A—147,131-147,131-100%$20.1M———
Transamerica Financial Advisors, LLC
N/A—112,590-112,590-100%$15.3M———
Two Sigma Investments, LP
N/A—101,200-101,200-100%$13.8M———
Royal Bank of Canada
N/A—100,710-100,710-100%$13.7M———
Wells Fargo & Company
N/A—99,912-99,912-100%$13.6M———
Janney Montgomery Scott LLC
N/A—69,804-69,804-100%$9.5M———
Osaic Holdings, Inc.
N/A—54,561-54,561-100%$7.4M———
Theory Financial LLC
N/A—49,392-49,392-100%$6.7M———
UBS Group AG
N/A—43,013-43,013-100%$5.9M———
Cetera Investment Advisers
N/A—38,533-38,533-100%$5.3M———
Quadrature Capital Ltd
N/A—31,447-31,447-100%$4.3M———
Envestnet Asset Management Inc
N/A—29,219-29,219-100%$4.0M———
Stifel Financial Corp
N/A—27,523-27,523-100%$3.8M———
Bleakley Financial Group, LLC
N/A—26,967-26,967-100%$3.7M———
Bawa N Mallick Trust
N/A—24,000-24,000-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—23,600-23,600-100%$3.2M———
Envision Financial Transparency, LLC
N/A—23,578-23,578-100%$1.3M———
MML Investors Services, LLC
N/A—23,259-23,259-100%$3.2M———
NewEdge Advisors, LLC
N/A—22,556-22,556-100%$3.1M———
Northwestern Mutual Wealth Management Co
N/A—21,618-21,618-100%$2.9M———
Jones Financial Companies Lllp
N/A—17,449-17,449-100%$2.2M———
BFC Planning, Inc.
N/A—17,179-17,179-100%$2.3M———
Quantinno Capital Management LP
N/A—13,679-13,679-100%$1.9M———
Heritage Trust Co
N/A—13,560-13,560-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—12,987-12,987-100%$1.8M———
Tower Research Capital LLC (TRC)
N/A—11,949-11,949-100%$1.6M———
Private Advisor Group, LLC
N/A—10,958-10,958-100%$1.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,302-10,302-100%$1.4M———
EP Wealth Advisors, LLC
N/A—10,056-10,056-100%$1.4M———
Advisory Services Network, LLC
N/A—9,895-9,895-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—9,639-9,639-100%$1.3M———
Darwin Wealth Management, LLC
N/A—9,000-9,000-100%$1.2M———
Susquehanna International Group, LLP
N/A—8,617-8,617-100%$1.2M———
Equitable Holdings, Inc.
N/A—8,482-8,482-100%$1.2M———
Benson Wealth Management Inc
N/A—8,115-8,115-100%$1.1M———
Balanced Wealth Group LLC
N/A—6,687-6,687-100%$911.5K———
Betterment LLC
N/A—6,238-6,238-100%$850.0K———
Geneos Wealth Management Inc.
N/A—5,395-5,395-100%$735.4K———
Steward Partners Investment Advisory, LLC
N/A—5,109-5,109-100%$696.4K———
Moneta Group Investment Advisors LLC
N/A—4,843-4,843-100%$660.1K———
&partners
N/A—4,327-4,327-100%$567.7K———
Captrust Financial Advisors
N/A—4,062-4,062-100%$553.7K———
Mariner, LLC
N/A—3,666-3,666-100%$499.7K———
Western Wealth Management, LLC
N/A—3,443-3,443-100%$469.3K———
AQR Capital Management LLC
N/A—3,342-3,342-100%$455.5K———
Sankala Group LLC
N/A—3,328-3,328-100%$359.0K———
Carr Financial Group Corp
N/A—3,308-3,308-100%$450.9K———
KKM Financial LLC
N/A—3,149-3,149-100%$429.2K———
Silver OAK Securities, Incorporated
N/A—3,101-3,101-100%$422.7K———
IHT Wealth Management, LLC
N/A—2,850-2,850-100%$388.5K———
Pinnacle Financial Partners, Inc.
N/A—2,688-2,688-100%$366.4K———
Berger Financial Group, Inc
N/A—2,654-2,654-100%$361.8K———
FMR LLC
N/A—2,250-2,250-100%$306.7K———
HighPoint Advisor Group LLC
N/A—2,250-2,250-100%$306.7K———
JPMorgan Chase & Co
N/A—2,208-2,208-100%$290.7K———
Centaurus Financial, Inc.
N/A—2,170-2,170-100%$296.0K———
Global Retirement Partners, LLC
N/A—2,127-2,127-100%$289.9K———
Bellevue Asset Management, LLC
N/A—2,103-2,103-100%$286.7K———
Sun Financial Inc
N/A—2,054-2,054-100%$214.4K———
Belpointe Asset Management LLC
N/A—1,884-1,884-100%$256.9K———
D. E. Shaw & Co., Inc.
N/A—1,600-1,600-100%$218.1K———
Strategic Wealth Partners, Ltd.
N/A—992-992-100%$135.2K———
Bank of Montreal
N/A—441-441-100%$60.1K———
AE Wealth Management LLC
N/A—330-330-100%$45.0K———
Providence Capital Advisors, LLC
N/A—256-256-100%$34.9K———
Colonial Trust Co / SC
N/A—200-200-100%$25.2K———
Showing 149 of 149 institutions