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Invesco S&P 500 High Dividen (SPHD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avidian Wealth Enterprises, LLC
DECREASED
Shares437,247 from 477,457
Change-40,210 (-8%)
Value$21.1M (-$3.2M)
Filed 2026-10-08
XML Financial, LLC
INCREASED
Shares246,549 from 232,722
Change+13,827 (+6%)
Value$11.9M (+$47.1K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares202,163 from 204,373
Change-2,210 (-1%)
Value$9.7M (-$650.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares185,087 from 236,860
Change-51,773 (-22%)
Value$8.9M (-$3.1M)
Filed 2026-11-02
Madrid Financial Services
NEW
Shares181,000
Change+181,000
Value$8.7M
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares175,601 from 2,247,099
Change-2,071,498 (-92%)
Value$8.5M (-$105.8M)
Filed 2026-10-22
Northside Capital Management, LLC
UNCHANGED
Shares132,885 from 132,885
Change0 (0%)
Value$6.4M (-$353.5K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares124,866 from 153,301
Change-28,435 (-19%)
Value$6.1M (-$1.8M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares100,987 from 23,711
Change+77,276 (+326%)
Value$4.9M (+$3.7M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares97,686 from 98,972
Change-1,286 (-1%)
Value$4.7M (-$325.2K)
Filed 2026-10-30
Lmcg Investments, LLC
INCREASED
Shares95,449 from 92,184
Change+3,265 (+4%)
Value$4.6M (-$87.9K)
Filed 2026-10-21
Advocate Investing Services LLC
INCREASED
Shares95,007 from 94,662
Change+345 (+0%)
Value$4.6M (-$235.2K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares89,134 from 88,660
Change+474 (+1%)
Value$4.3M (-$213.0K)
Filed 2026-10-26
Venture Visionary Partners LLC
UNCHANGED
Shares89,083 from 89,083
Change0 (0%)
Value$4.3M (-$237.0K)
Filed 2026-10-07
Creative Planning
DECREASED
Shares88,516 from 89,012
Change-496 (-1%)
Value$4.3M (-$260.6K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares75,258 from 72,672
Change+2,586 (+4%)
Value$3.6M (-$68.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares71,968 from 70,013
Change+1,955 (+3%)
Value$3.5M (-$92.0K)
Filed 2026-11-02
Merit Financial Group, LLC
NEW
Shares69,055
Change+69,055
Value$3.3M
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares62,890 from 61,144
Change+1,746 (+3%)
Value$3.0M (-$78.5K)
Filed 2026-10-15
Curran Financial Partners, LLC
INCREASED
Shares61,362 from 58,037
Change+3,325 (+6%)
Value$3.0M (+$5.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares56,910 from 59,247
Change-2,337 (-4%)
Value$2.7M (-$270.2K)
Filed 2026-10-30
David Kennon Inc
DECREASED
Shares55,430 from 56,137
Change-707 (-1%)
Value$2.7M (-$183.4K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares51,708 from 10,993
Change+40,715 (+370%)
Value$2.5M (+$1.9M)
Filed 2026-10-16
Stonebridge Wealth Management, LLC
INCREASED
Shares49,030 from 48,218
Change+812 (+2%)
Value$2.4M (-$89.1K)
Filed 2026-10-09
Park Edge Advisors, LLC
INCREASED
Shares48,323 from 37,667
Change+10,656 (+28%)
Value$2.3M (+$413.2K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares48,283 from 44,725
Change+3,558 (+8%)
Value$2.3M (+$52.5K)
Filed 2026-10-05
Colonial River Investments, LLC
INCREASED
Shares47,566 from 39,986
Change+7,580 (+19%)
Value$2.3M (+$258.9K)
Filed 2026-10-19
Ascentis Independent Advisors
INCREASED
Shares47,051 from 9,586
Change+37,465 (+391%)
Value$2.3M (+$1.8M)
Filed 2026-11-03
Cookson Peirce & Co Inc
DECREASED
Shares45,256 from 49,992
Change-4,736 (-9%)
Value$2.2M (-$361.2K)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares43,833 from 44,452
Change-619 (-1%)
Value$2.1M (-$148.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares41,878 from 39,715
Change+2,163 (+5%)
Value$2.0M (-$1.4K)
Filed 2026-10-08
Financial Solutions Advisory Group, Inc.
INCREASED
Shares38,267 from 29,049
Change+9,218 (+32%)
Value$1.9M (+$442.7K)
Filed 2026-10-28
Fortune Financial Group, Inc.
DECREASED
Shares35,254 from 53,802
Change-18,548 (-34%)
Value$1.7M (-$1.0M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares35,159 from 34,105
Change+1,054 (+3%)
Value$1.7M (-$40.0K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
INCREASED
Shares29,316 from 29,003
Change+313 (+1%)
Value$1.4M (-$62.1K)
Filed 2026-10-21
Financial Discovery Group Inc
DECREASED
Shares29,146 from 34,451
Change-5,305 (-15%)
Value$1.4M (-$347.2K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares27,687 from 53,053
Change-25,366 (-48%)
Value$1.3M (-$1.4M)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares27,603 from 26,790
Change+813 (+3%)
Value$1.3M (-$32.1K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares27,167 from 19,582
Change+7,585 (+39%)
Value$1.3M (+$302.6K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares25,385 from 26,492
Change-1,107 (-4%)
Value$1.2M (-$123.8K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares24,796 from 19,968
Change+4,828 (+24%)
Value$1.2M (+$179.5K)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
INCREASED
Shares24,222 from 24,219
Change+3 (+0%)
Value$1.2M (-$64.3K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares24,043 from 23,995
Change+48 (+0%)
Value$1.2M (-$61.5K)
Filed 2026-10-22
Patten & Patten Inc
UNCHANGED
Shares23,496 from 23,496
Change0 (0%)
Value$1.1M (-$62.5K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares23,113 from 24,116
Change-1,003 (-4%)
Value$1.1M (-$112.5K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares20,972 from 21,836
Change-864 (-4%)
Value$1.0M (-$99.7K)
Filed 2026-10-29
Eagle Strategies LLC
INCREASED
Shares20,266 from 18,103
Change+2,163 (+12%)
Value$976.4K (+$56.1K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares19,893 from 22,106
Change-2,213 (-10%)
Value$958.5K (-$165.4K)
Filed 2026-10-28
Sage Capital Management, LLC
INCREASED
Shares19,482 from 19,324
Change+158 (+1%)
Value$938.8K (-$43.9K)
Filed 2026-10-20
Fifth Third Securities, Inc.
INCREASED
Shares19,106 from 13,551
Change+5,555 (+41%)
Value$920.5K (+$231.6K)
Filed 2026-10-21
Code Waechter LLC
UNCHANGED
Shares18,361 from 18,361
Change0 (0%)
Value$884.6K (-$48.8K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares18,346 from 23,821
Change-5,475 (-23%)
Value$883.9K (-$327.2K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares18,130 from 18,143
Change-13 (0%)
Value$873.5K (-$48.9K)
Filed 2026-11-03
Blue Line Capital, LLC / IL
NEW
Shares17,538
Change+17,538
Value$845.0K
Filed 2026-11-04
Foguth Wealth Management, Llc.
DECREASED
Shares16,911 from 18,449
Change-1,538 (-8%)
Value$855.8K (-$110.7K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares16,803 from 24,128
Change-7,325 (-30%)
Value$809.6K (-$417.1K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares15,841 from 15,237
Change+604 (+4%)
Value$763.2K (-$11.4K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares15,109 from 11,822
Change+3,287 (+28%)
Value$728.0K (+$127.0K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares14,695 from 12,504
Change+2,191 (+18%)
Value$764.3K (+$128.5K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares14,673
Change+14,673
Value$727.2K
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares14,200 from 12,350
Change+1,850 (+15%)
Value$684.2K (+$56.3K)
Filed 2026-10-27
Investors Research Corp
DECREASED
Shares14,060 from 14,702
Change-642 (-4%)
Value$677.4K (-$70.0K)
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares13,881 from 13,626
Change+255 (+2%)
Value$669.0K (-$23.7K)
Filed 2026-10-23
Portland Financial Advisors Inc
DECREASED
Shares13,790 from 14,527
Change-737 (-5%)
Value$664.4K (-$74.2K)
Filed 2026-10-26
TrueWealth Advisors, LLC
DECREASED
Shares13,438 from 13,498
Change-60 (0%)
Value$647.4K (-$38.8K)
Filed 2026-10-09
Curbstone Financial Management Corp
DECREASED
Shares13,400 from 14,000
Change-600 (-4%)
Value$645.6K (-$66.1K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares13,155 from 11,136
Change+2,019 (+18%)
Value$633.8K (+$67.6K)
Filed 2026-10-30
Carlson Financial, Inc.
DECREASED
Shares12,508 from 12,590
Change-82 (-1%)
Value$602.6K (-$37.4K)
Filed 2026-11-05
Magnus Financial Group LLC
UNCHANGED
Shares12,241 from 12,241
Change0 (0%)
Value$589.8K (-$32.6K)
Filed 2026-10-21
RVW Wealth, LLC
UNCHANGED
Shares11,920 from 11,920
Change0 (0%)
Value$574.3K (-$31.7K)
Filed 2026-10-06
Parallel Advisors, LLC
DECREASED
Shares11,695 from 16,240
Change-4,545 (-28%)
Value$563.5K (-$262.2K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares11,688 from 11,693
Change-5 (0%)
Value$563.1K (-$31.3K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares11,348 from 11,331
Change+17 (+0%)
Value$546.7K (-$29.3K)
Filed 2026-11-05
Winter & Associates, Inc.
INCREASED
Shares11,099 from 11,042
Change+57 (+1%)
Value$562.0K (+$627)
Filed 2026-10-23
Carret Asset Management, LLC
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$525.2K (-$29.0K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares10,786 from 7,497
Change+3,289 (+44%)
Value$519.7K (+$138.5K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares10,677 from 10,614
Change+63 (+1%)
Value$514.4K (-$25.2K)
Filed 2026-10-23
Apollon Financial, LLC
UNCHANGED
Shares10,577 from 10,577
Change0 (0%)
Value$509.6K (-$28.1K)
Filed 2026-10-23
WBH Advisory Inc
UNCHANGED
Shares9,663 from 9,663
Change0 (0%)
Value$465.6K (-$25.7K)
Filed 2026-11-05
Quartz Partners, LLC
INCREASED
Shares9,223 from 8,937
Change+286 (+3%)
Value$444.4K (-$10.0K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$431.2K (-$23.8K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares8,903 from 12,055
Change-3,152 (-26%)
Value$459.7K (-$184.3K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares8,758 from 5,349
Change+3,409 (+64%)
Value$425.8K (+$149.6K)
Filed 2026-10-22
Mainsail Financial Group, LLC
INCREASED
Shares8,746 from 5,000
Change+3,746 (+75%)
Value$421.4K (+$167.2K)
Filed 2026-10-23
Moulton Wealth Management, Inc
NEW
Shares8,597
Change+8,597
Value$413.3K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares8,481 from 8,619
Change-138 (-2%)
Value$408.6K (-$29.6K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares8,401 from 8,403
Change-2 (0%)
Value$400.0K (-$22.2K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares8,235 from 8,551
Change-316 (-4%)
Value$396.8K (-$38.0K)
Filed 2026-10-14
Shulman DeMeo Asset Management LLC
INCREASED
Shares8,143 from 8,133
Change+10 (+0%)
Value$392.0K (-$21.5K)
Filed 2026-10-09
MGO One Seven LLC
INCREASED
Shares8,083 from 8,081
Change+2 (+0%)
Value$389.5K (-$21.4K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares8,032 from 5,173
Change+2,859 (+55%)
Value$387.0K (+$124.0K)
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares7,889 from 8,548
Change-659 (-8%)
Value$380.1K (-$54.5K)
Filed 2026-11-04
Arta Finance Wealth Management LLC
INCREASED
Shares7,886 from 6,916
Change+970 (+14%)
Value$378.4K (+$26.8K)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares7,800 from 7,300
Change+500 (+7%)
Value$375.8K (+$4.7K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares7,760 from 7,922
Change-162 (-2%)
Value$373.9K (-$28.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
UNCHANGED
Shares7,495 from 7,495
Change0 (0%)
Value$361.1K (-$19.9K)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares7,426
Change+7,426
Value$363
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares7,091 from 27,312
Change-20,221 (-74%)
Value$341.6K (-$1.0M)
Filed 2026-10-26
Imc-Chicago, LLC
NEW
Shares6,947
Change+6,947
Value$334.7K
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares6,873 from 21,073
Change-14,200 (-67%)
Value$331.2K (-$740.2K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares6,745 from 6,843
Change-98 (-1%)
Value$325.0K (-$22.9K)
Filed 2026-10-27
Guardian Asset Advisors, LLC
INCREASED
Shares6,649 from 6,519
Change+130 (+2%)
Value$320.4K (-$11.1K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares6,535 from 5,854
Change+681 (+12%)
Value$314.9K (+$17.2K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares6,378 from 5,862
Change+516 (+9%)
Value$307.3K (+$9.3K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
INCREASED
Shares6,219 from 5,222
Change+997 (+19%)
Value$299.6K (+$34.1K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares6,113 from 6,038
Change+75 (+1%)
Value$294.5K (-$12.5K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares5,681 from 5,675
Change+6 (+0%)
Value$273.7K (-$13.3K)
Filed 2026-10-19
Modera Wealth Management, LLC
NEW
Shares5,601
Change+5,601
Value$269.9K
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares5,442 from 10,547
Change-5,105 (-48%)
Value$262.2K (-$274.0K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
DECREASED
Shares5,402 from 5,421
Change-19 (0%)
Value$259.8K (-$18.0K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
NEW
Shares5,235
Change+5,235
Value$252.2K
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares4,956 from 4,956
Change0 (0%)
Value$238.8K (-$13.2K)
Filed 2026-10-09
Triton Wealth Management, Pllc
INCREASED
Shares4,913 from 4,904
Change+9 (+0%)
Value$256.1K (+$3.2K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED
Shares4,890 from 4,965
Change-75 (-2%)
Value$235.6K (-$16.8K)
Filed 2026-10-30
Milestone Asset Management, LLC
DECREASED
Shares4,810 from 8,077
Change-3,267 (-40%)
Value$231.7K (-$178.9K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares4,764 from 196,700
Change-191,936 (-98%)
Value$229.5K (-$9.8M)
Filed 2026-10-26
TrustBank
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$221.1K (-$12.2K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares4,553 from 4,553
Change0 (0%)
Value$219.4K (-$12.1K)
Filed 2026-10-30
Strategy Asset Managers LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$209.1K (-$11.5K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$203.6K (-$11.2K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares4,185 from 4,170
Change+15 (+0%)
Value$201.6K (-$10.4K)
Filed 2026-11-03
Bokf, NA
NEW
Shares3,633
Change+3,633
Value$175.0K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares3,167 from 3,110
Change+57 (+2%)
Value$152.6K (-$5.5K)
Filed 2026-10-16
Vima LLC
INCREASED
Shares2,806 from 2,702
Change+104 (+4%)
Value$135.2K (-$2.2K)
Filed 2026-10-23
Olistico Wealth, LLC
INCREASED
Shares2,805 from 2,804
Change+1 (+0%)
Value$135.1K (-$7.4K)
Filed 2026-10-05
Compass Financial Management LLC
DECREASED
Shares2,127 from 2,878
Change-751 (-26%)
Value$102.5K (-$46.0K)
Filed 2026-10-30
Tsfg, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$96 (-$101.9K)
Filed 2026-10-23
IFS Advisors, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$94.0K (-$5.2K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares1,714 from 1,707
Change+7 (+0%)
Value$82.6K (-$4.2K)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares1,683
Change+1,683
Value$81.1K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares1,574
Change+1,574
Value$75.8K
Filed 2026-11-05
JFS Wealth Advisors, LLC
INCREASED
Shares1,528 from 1,486
Change+42 (+3%)
Value$73.6K (-$1.9K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares1,465 from 1,266
Change+199 (+16%)
Value$70.6K (+$6.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$69.2K (-$3.8K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares1,418 from 1,412
Change+6 (+0%)
Value$68.0K (+$67.9K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,315 from 507
Change+808 (+159%)
Value$63.4K (+$37.6K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$59.1K (-$3.3K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares869 from 1,271
Change-402 (-32%)
Value$41.9K (-$22.7K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$34.9K (-$1.9K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$32.0K (-$2.0K)
Filed 2026-11-04
Sunrise Financial Services, LLC
DECREASED
Shares611 from 922
Change-311 (-34%)
Value$29.4K (-$17.4K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares591
Change+591
Value$28.5K
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares588 from 587
Change+1 (+0%)
Value$28.3K (-$1.5K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$27.0K (-$1.5K)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$25.6K (-$1.4K)
Filed 2026-10-09
MV Capital Management, Inc.
NEW
Shares528
Change+528
Value$25.4K
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares500 from 1,036
Change-536 (-52%)
Value$24.1K (-$28.6K)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$21.2K (-$1.2K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares404
Change+404
Value$19.5K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.3K (-$1.1K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$18.5K (-$1.2K)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares369
Change+369
Value$17.8K
Filed 2026-10-27
Valley National Advisers Inc
INCREASED
Shares318 from 315
Change+3 (+1%)
Value$15.3K (-$648)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares295
Change+295
Value$14.2K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$13.7K (-$758)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$13.5K (-$745)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$12.9K (-$713)
Filed 2026-11-02
Rossby Financial, LCC
NEW
Shares240
Change+240
Value$11.6K
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$10.4K (-$572)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$8.7K (-$481)
Filed 2026-10-08
Townsend Asset Management Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.2K (-$399)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares60 from 59
Change+1 (+2%)
Value$2.9K (-$122)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.6K (-$141)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.5K (-$140)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.5K (-$138)
Filed 2026-10-15
Bulwark Capital Corp
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.5K (-$85)
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.6K (-$67)
Filed 2026-10-15
Bell Investment Advisors, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.4K (-$74)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.3K (-$62)
Filed 2026-10-23
RMG Wealth Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$22)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$915 (-$51)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares18
Change+18
Value$867
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$96 (-$6)
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares1
Change+1
Value$48
Filed 2026-10-27
Go Invest LLC
NEW
Shares0
Change0
Value$13
Filed 2026-10-09
Gilbert Capital Group, Inc.
CLOSED
Shares0 from 115,617
Change-115,617 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-28
Surience Private Wealth LLC
CLOSED
Shares0 from 67,334
Change-67,334 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-16
Chris Bulman Inc
CLOSED
Shares0 from 67,003
Change-67,003 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 33,419
Change-33,419 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 28,926
Change-28,926 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-21
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 25,202
Change-25,202 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Simplicity Wealth,LLC
CLOSED
Shares0 from 11,042
Change-11,042 (-100%)
Value$0 (-$561.4K)
Filed 2026-10-23
Taylor Securities Services, Inc.
CLOSED
Shares0 from 4,330
Change-4,330 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-20
Grant Private Wealth Management Inc
CLOSED
Shares0 from 4,054
Change-4,054 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-19
Independent Wealth Network Inc.
CLOSED
Shares0 from 3,994
Change-3,994 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-19
Traynor Capital Management, Inc.
CLOSED
Shares0 from 3,937
Change-3,937 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-29
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,151
Change-2,151 (-100%)
Value$0 (-$109.4K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 991
Change-991 (-100%)
Value$0 (-$50.4K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$47.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$47.6K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$27.5K)
Filed 2026-10-28
Archer Investment Corp
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$22.9K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$686)
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$206)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$589.7K (+$152.2K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 2,164,842
Change-2,164,842 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,622,981
Change-1,622,981 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,328,231
Change-1,328,231 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 698,536
Change-698,536 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 693,188
Change-693,188 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 584,537
Change-584,537 (-100%)
Value—
UBS Group AG
N/A
Shares— from 573,365
Change-573,365 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 482,889
Change-482,889 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 461,211
Change-461,211 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 424,912
Change-424,912 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 344,685
Change-344,685 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 305,487
Change-305,487 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 301,244
Change-301,244 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 277,622
Change-277,622 (-100%)
Value—
FMR LLC
N/A
Shares— from 261,580
Change-261,580 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 240,210
Change-240,210 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 221,602
Change-221,602 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 212,084
Change-212,084 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 208,277
Change-208,277 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 164,139
Change-164,139 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 163,648
Change-163,648 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 157,946
Change-157,946 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 154,491
Change-154,491 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 146,224
Change-146,224 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 123,500
Change-123,500 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 111,012
Change-111,012 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 95,122
Change-95,122 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 86,834
Change-86,834 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 86,027
Change-86,027 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 85,400
Change-85,400 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 77,276
Change-77,276 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 67,205
Change-67,205 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 63,212
Change-63,212 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 58,154
Change-58,154 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 57,795
Change-57,795 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 57,534
Change-57,534 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 54,294
Change-54,294 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 52,496
Change-52,496 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 47,125
Change-47,125 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 44,804
Change-44,804 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,306
Change-44,306 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 41,524
Change-41,524 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 41,395
Change-41,395 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,963
Change-38,963 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,569
Change-38,569 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,728
Change-37,728 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 34,357
Change-34,357 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,532
Change-32,532 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 31,283
Change-31,283 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 31,114
Change-31,114 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 30,566
Change-30,566 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 29,718
Change-29,718 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,452
Change-29,452 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,302
Change-27,302 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 26,930
Change-26,930 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 26,692
Change-26,692 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,221
Change-26,221 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,803
Change-24,803 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 20,865
Change-20,865 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,953
Change-19,953 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 19,577
Change-19,577 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,758
Change-18,758 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 18,145
Change-18,145 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,597
Change-17,597 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,194
Change-17,194 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,015
Change-17,015 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 16,266
Change-16,266 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,186
Change-16,186 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 15,769
Change-15,769 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,643
Change-14,643 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,138
Change-14,138 (-100%)
Value—
&partners
N/A
Shares— from 13,720
Change-13,720 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,736
Change-12,736 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 11,705
Change-11,705 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,230
Change-10,230 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 10,051
Change-10,051 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 8,528
Change-8,528 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,802
Change-6,802 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 900
Change-900 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 578
Change-578 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 337
Change-337 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 226
Change-226 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 58
Change-58 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 42
Change-42 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Avidian Wealth Enterprises, LLC
DECREASED437,247477,457-40,210-8%$24.3M$21.1M-$3.2M2026-10-08
XML Financial, LLC
INCREASED246,549232,722+13,827+6%$11.8M$11.9M+$47.1K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED202,163204,373-2,210-1%$10.4M$9.7M-$650.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED185,087236,860-51,773-22%$12.0M$8.9M-$3.1M2026-11-02
Madrid Financial Services
NEW181,000—+181,000——$8.7M—2026-11-03
Brookstone Capital Management
DECREASED175,6012,247,099-2,071,498-92%$114.2M$8.5M-$105.8M2026-10-22
Northside Capital Management, LLC
UNCHANGED132,885132,88500%$6.8M$6.4M-$353.5K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED124,866153,301-28,435-19%$7.9M$6.1M-$1.8M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED100,98723,711+77,276+326%$1.2M$4.9M+$3.7M2026-10-16
Truist Financial Corp
DECREASED97,68698,972-1,286-1%$5.0M$4.7M-$325.2K2026-10-30
Lmcg Investments, LLC
INCREASED95,44992,184+3,265+4%$4.7M$4.6M-$87.9K2026-10-21
Advocate Investing Services LLC
INCREASED95,00794,662+345+0%$4.8M$4.6M-$235.2K2026-10-26
Oppenheimer & Co Inc
INCREASED89,13488,660+474+1%$4.5M$4.3M-$213.0K2026-10-26
Venture Visionary Partners LLC
UNCHANGED89,08389,08300%$4.5M$4.3M-$237.0K2026-10-07
Creative Planning
DECREASED88,51689,012-496-1%$4.5M$4.3M-$260.6K2026-11-02
Advisor OS, LLC
INCREASED75,25872,672+2,586+4%$3.7M$3.6M-$68.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED71,96870,013+1,955+3%$3.6M$3.5M-$92.0K2026-11-02
Merit Financial Group, LLC
NEW69,055—+69,055——$3.3M—2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED62,89061,144+1,746+3%$3.1M$3.0M-$78.5K2026-10-15
Curran Financial Partners, LLC
INCREASED61,36258,037+3,325+6%$3.0M$3.0M+$5.8K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED56,91059,247-2,337-4%$3.0M$2.7M-$270.2K2026-10-30
David Kennon Inc
DECREASED55,43056,137-707-1%$2.9M$2.7M-$183.4K2026-10-13
SteelPeak Wealth, LLC
INCREASED51,70810,993+40,715+370%$558.9K$2.5M+$1.9M2026-10-16
Stonebridge Wealth Management, LLC
INCREASED49,03048,218+812+2%$2.5M$2.4M-$89.1K2026-10-09
Park Edge Advisors, LLC
INCREASED48,32337,667+10,656+28%$1.9M$2.3M+$413.2K2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED48,28344,725+3,558+8%$2.3M$2.3M+$52.5K2026-10-05
Colonial River Investments, LLC
INCREASED47,56639,986+7,580+19%$2.0M$2.3M+$258.9K2026-10-19
Ascentis Independent Advisors
INCREASED47,0519,586+37,465+391%$487.6K$2.3M+$1.8M2026-11-03
Cookson Peirce & Co Inc
DECREASED45,25649,992-4,736-9%$2.5M$2.2M-$361.2K2026-10-30
Washington Trust Bank
DECREASED43,83344,452-619-1%$2.3M$2.1M-$148.1K2026-11-03
Farther Finance Advisors, LLC
INCREASED41,87839,715+2,163+5%$2.0M$2.0M-$1.4K2026-10-08
Financial Solutions Advisory Group, Inc.
INCREASED38,26729,049+9,218+32%$1.5M$1.9M+$442.7K2026-10-28
Fortune Financial Group, Inc.
DECREASED35,25453,802-18,548-34%$2.7M$1.7M-$1.0M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED35,15934,105+1,054+3%$1.7M$1.7M-$40.0K2026-11-05
Crescent Grove Advisors, LLC
INCREASED29,31629,003+313+1%$1.5M$1.4M-$62.1K2026-10-21
Financial Discovery Group Inc
DECREASED29,14634,451-5,305-15%$1.8M$1.4M-$347.2K2026-11-03
Lynx Investment Advisory
DECREASED27,68753,053-25,366-48%$2.7M$1.3M-$1.4M2026-10-27
Private Trust Co NA
INCREASED27,60326,790+813+3%$1.4M$1.3M-$32.1K2026-10-20
International Assets Investment Management, LLC
INCREASED27,16719,582+7,585+39%$1.0M$1.3M+$302.6K2026-11-02
RDA Financial Network
DECREASED25,38526,492-1,107-4%$1.3M$1.2M-$123.8K2026-10-15
AlphaStar Capital Management, LLC
INCREASED24,79619,968+4,828+24%$1.0M$1.2M+$179.5K2026-10-16
Summit Financial Wealth Advisors, LLC
INCREASED24,22224,219+3+0%$1.2M$1.2M-$64.3K2026-10-15
Perigon Wealth Management, LLC
INCREASED24,04323,995+48+0%$1.2M$1.2M-$61.5K2026-10-22
Patten & Patten Inc
UNCHANGED23,49623,49600%$1.2M$1.1M-$62.5K2026-10-26
Patten Group, Inc.
DECREASED23,11324,116-1,003-4%$1.2M$1.1M-$112.5K2026-10-26
Koshinski Asset Management, Inc.
DECREASED20,97221,836-864-4%$1.1M$1.0M-$99.7K2026-10-29
Eagle Strategies LLC
INCREASED20,26618,103+2,163+12%$920.3K$976.4K+$56.1K2026-10-16
D.A. Davidson & Co.
DECREASED19,89322,106-2,213-10%$1.1M$958.5K-$165.4K2026-10-28
Sage Capital Management, LLC
INCREASED19,48219,324+158+1%$982.7K$938.8K-$43.9K2026-10-20
Fifth Third Securities, Inc.
INCREASED19,10613,551+5,555+41%$688.9K$920.5K+$231.6K2026-10-21
Code Waechter LLC
UNCHANGED18,36118,36100%$933.5K$884.6K-$48.8K2026-10-23
Atria Investments, Inc
DECREASED18,34623,821-5,475-23%$1.2M$883.9K-$327.2K2026-10-15
RFG Advisory, LLC
DECREASED18,13018,143-130%$922.4K$873.5K-$48.9K2026-11-03
Blue Line Capital, LLC / IL
NEW17,538—+17,538——$845.0K—2026-11-04
Foguth Wealth Management, Llc.
DECREASED16,91118,449-1,538-8%$966.6K$855.8K-$110.7K2026-10-19
Davenport & Co LLC
DECREASED16,80324,128-7,325-30%$1.2M$809.6K-$417.1K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED15,84115,237+604+4%$774.6K$763.2K-$11.4K2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED15,10911,822+3,287+28%$601.0K$728.0K+$127.0K2026-10-19
Prospera Financial Services Inc
INCREASED14,69512,504+2,191+18%$635.8K$764.3K+$128.5K2026-11-04
StoneX Group Inc.
NEW14,673—+14,673——$727.2K—2026-11-03
Financial Insights, Inc.
INCREASED14,20012,350+1,850+15%$627.9K$684.2K+$56.3K2026-10-27
Investors Research Corp
DECREASED14,06014,702-642-4%$747.5K$677.4K-$70.0K2026-10-07
Sigma Planning Corp
INCREASED13,88113,626+255+2%$692.7K$669.0K-$23.7K2026-10-23
Portland Financial Advisors Inc
DECREASED13,79014,527-737-5%$738.6K$664.4K-$74.2K2026-10-26
TrueWealth Advisors, LLC
DECREASED13,43813,498-600%$686.2K$647.4K-$38.8K2026-10-09
Curbstone Financial Management Corp
DECREASED13,40014,000-600-4%$711.8K$645.6K-$66.1K2026-10-21
Spire Wealth Management
INCREASED13,15511,136+2,019+18%$566.2K$633.8K+$67.6K2026-10-30
Carlson Financial, Inc.
DECREASED12,50812,590-82-1%$640.1K$602.6K-$37.4K2026-11-05
Magnus Financial Group LLC
UNCHANGED12,24112,24100%$622.3K$589.8K-$32.6K2026-10-21
RVW Wealth, LLC
UNCHANGED11,92011,92000%$606.0K$574.3K-$31.7K2026-10-06
Parallel Advisors, LLC
DECREASED11,69516,240-4,545-28%$825.7K$563.5K-$262.2K2026-11-03
Golden State Wealth Management, LLC
DECREASED11,68811,693-50%$594.5K$563.1K-$31.3K2026-11-02
Compound Planning, Inc.
INCREASED11,34811,331+17+0%$576.0K$546.7K-$29.3K2026-11-05
Winter & Associates, Inc.
INCREASED11,09911,042+57+1%$561.4K$562.0K+$6272026-10-23
Carret Asset Management, LLC
UNCHANGED10,90010,90000%$554.2K$525.2K-$29.0K2026-11-04
Fifth Third Bancorp
INCREASED10,7867,497+3,289+44%$381.1K$519.7K+$138.5K2026-11-05
HB Wealth Management, LLC
INCREASED10,67710,614+63+1%$539.6K$514.4K-$25.2K2026-10-23
Apollon Financial, LLC
UNCHANGED10,57710,57700%$537.7K$509.6K-$28.1K2026-10-23
WBH Advisory Inc
UNCHANGED9,6639,66300%$491.3K$465.6K-$25.7K2026-11-05
Quartz Partners, LLC
INCREASED9,2238,937+286+3%$454.4K$444.4K-$10.0K2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED8,9508,95000%$455.0K$431.2K-$23.8K2026-10-16
Sovran Advisors, LLC
DECREASED8,90312,055-3,152-26%$644.0K$459.7K-$184.3K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED8,7585,349+3,409+64%$276.2K$425.8K+$149.6K2026-10-22
Mainsail Financial Group, LLC
INCREASED8,7465,000+3,746+75%$254.2K$421.4K+$167.2K2026-10-23
Moulton Wealth Management, Inc
NEW8,597—+8,597——$413.3K—2026-10-13
Kestra Private Wealth Services, LLC
DECREASED8,4818,619-138-2%$438.2K$408.6K-$29.6K2026-10-30
Avior Wealth Management, LLC
DECREASED8,4018,403-20%$422.2K$400.0K-$22.2K2026-10-13
Realta Investment Advisors
DECREASED8,2358,551-316-4%$434.7K$396.8K-$38.0K2026-10-14
Shulman DeMeo Asset Management LLC
INCREASED8,1438,133+10+0%$413.5K$392.0K-$21.5K2026-10-09
MGO One Seven LLC
INCREASED8,0838,081+2+0%$410.8K$389.5K-$21.4K2026-10-28
Lido Advisors, LLC
INCREASED8,0325,173+2,859+55%$263.0K$387.0K+$124.0K2026-11-04
AlphaCore Capital LLC
DECREASED7,8898,548-659-8%$434.6K$380.1K-$54.5K2026-11-04
Arta Finance Wealth Management LLC
INCREASED7,8866,916+970+14%$351.6K$378.4K+$26.8K2026-10-28
Daiwa Securities Group Inc.
INCREASED7,8007,300+500+7%$371.1K$375.8K+$4.7K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED7,7607,922-162-2%$402.8K$373.9K-$28.9K2026-10-13
First Heartland Consultants, Inc.
UNCHANGED7,4957,49500%$381.0K$361.1K-$19.9K2026-10-08
M Holdings Securities, Inc.
NEW7,426—+7,426——$363—2026-11-03
Lanark Financial, Inc.
DECREASED7,09127,312-20,221-74%$1.4M$341.6K-$1.0M2026-10-26
Imc-Chicago, LLC
NEW6,947—+6,947——$334.7K—2026-11-05
Citigroup Inc
DECREASED6,87321,073-14,200-67%$1.1M$331.2K-$740.2K2026-11-04
Oppenheimer Asset Management Inc.
DECREASED6,7456,843-98-1%$347.9K$325.0K-$22.9K2026-10-27
Guardian Asset Advisors, LLC
INCREASED6,6496,519+130+2%$331.4K$320.4K-$11.1K2026-10-16
Integrity Alliance, Llc.
INCREASED6,5355,854+681+12%$297.6K$314.9K+$17.2K2026-10-29
Independent Financial Group, LLC
INCREASED6,3785,862+516+9%$298.0K$307.3K+$9.3K2026-10-13
Worth Financial Advisory Group, LLC
INCREASED6,2195,222+997+19%$265.5K$299.6K+$34.1K2026-10-19
Focus Financial Network, Inc.
INCREASED6,1136,038+75+1%$307.0K$294.5K-$12.5K2026-10-14
Herold Advisors, Inc.
INCREASED5,6815,675+6+0%$287.0K$273.7K-$13.3K2026-10-19
Modera Wealth Management, LLC
NEW5,601—+5,601——$269.9K—2026-10-28
HBW Advisory Services LLC
DECREASED5,44210,547-5,105-48%$536.2K$262.2K-$274.0K2026-10-15
TD Waterhouse Canada Inc.
DECREASED5,4025,421-190%$277.8K$259.8K-$18.0K2026-10-16
Wealthcare Advisory Partners LLC
NEW5,235—+5,235——$252.2K—2026-10-21
Capital Advisors Wealth Management, LLC
UNCHANGED4,9564,95600%$252.0K$238.8K-$13.2K2026-10-09
Triton Wealth Management, Pllc
INCREASED4,9134,904+9+0%$252.9K$256.1K+$3.2K2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED4,8904,965-75-2%$252.4K$235.6K-$16.8K2026-10-30
Milestone Asset Management, LLC
DECREASED4,8108,077-3,267-40%$410.7K$231.7K-$178.9K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED4,764196,700-191,936-98%$10.0M$229.5K-$9.8M2026-10-26
TrustBank
UNCHANGED4,5904,59000%$233.4K$221.1K-$12.2K2026-10-20
Caldwell Trust Co
UNCHANGED4,5534,55300%$231.5K$219.4K-$12.1K2026-10-30
Strategy Asset Managers LLC
UNCHANGED4,3404,34000%$220.7K$209.1K-$11.5K2026-10-14
Armbruster Capital Management, Inc.
UNCHANGED4,2264,22600%$214.9K$203.6K-$11.2K2026-10-19
PDS Planning, Inc
INCREASED4,1854,170+15+0%$212.0K$201.6K-$10.4K2026-11-03
Bokf, NA
NEW3,633—+3,633——$175.0K—2026-10-27
IFP Advisors, Inc
INCREASED3,1673,110+57+2%$158.1K$152.6K-$5.5K2026-10-16
Vima LLC
INCREASED2,8062,702+104+4%$137.4K$135.2K-$2.2K2026-10-23
Olistico Wealth, LLC
INCREASED2,8052,804+1+0%$142.6K$135.1K-$7.4K2026-10-05
Compass Financial Management LLC
DECREASED2,1272,878-751-26%$148.5K$102.5K-$46.0K2026-10-30
Tsfg, LLC
UNCHANGED2,0002,00000%$102.0K$96-$101.9K2026-10-23
IFS Advisors, LLC
UNCHANGED1,9521,95200%$99.2K$94.0K-$5.2K2026-10-14
Blue Trust, Inc.
INCREASED1,7141,707+7+0%$86.8K$82.6K-$4.2K2026-10-15
Latitude Advisors, LLC
NEW1,683—+1,683——$81.1K—2026-10-27
Jacobi Capital Management LLC
NEW1,574—+1,574——$75.8K—2026-11-05
JFS Wealth Advisors, LLC
INCREASED1,5281,486+42+3%$75.5K$73.6K-$1.9K2026-11-03
Clearstead Advisors, LLC
INCREASED1,4651,266+199+16%$64.4K$70.6K+$6.2K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED1,4361,43600%$73.0K$69.2K-$3.8K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED1,4181,412+6+0%$72$68.0K+$67.9K2026-10-27
Assetmark, Inc
INCREASED1,315507+808+159%$25.8K$63.4K+$37.6K2026-10-21
Financial Perspectives, Inc
UNCHANGED1,2261,22600%$62.3K$59.1K-$3.3K2026-11-03
Nfsg Corp
DECREASED8691,271-402-32%$64.6K$41.9K-$22.7K2026-10-15
Gables Capital Management Inc.
UNCHANGED72472400%$36.8K$34.9K-$1.9K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED67067000%$34.0K$32.0K-$2.0K2026-11-04
Sunrise Financial Services, LLC
DECREASED611922-311-34%$46.9K$29.4K-$17.4K2026-10-21
Pathway Financial Advisers, LLC
NEW591—+591——$28.5K—2026-10-27
Creative Financial Designs Inc
INCREASED588587+1+0%$29.8K$28.3K-$1.5K2026-11-04
Westside Investment Management, Inc.
UNCHANGED56056000%$28.5K$27.0K-$1.5K2026-11-02
Trust Co
UNCHANGED53253200%$27.1K$25.6K-$1.4K2026-10-09
MV Capital Management, Inc.
NEW528—+528——$25.4K—2026-10-29
US Bancorp \de\
DECREASED5001,036-536-52%$52.7K$24.1K-$28.6K2026-11-05
City Holding Co
UNCHANGED44044000%$22.4K$21.2K-$1.2K2026-10-19
Simplex Trading, LLC
NEW404—+404——$19.5K—2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED40040000%$20.3K$19.3K-$1.1K2026-11-04
Vision Financial Markets LLC
UNCHANGED38438400%$19.7K$18.5K-$1.2K2026-10-22
Balance Wealth Partners LLC
NEW369—+369——$17.8K—2026-10-27
Valley National Advisers Inc
INCREASED318315+3+1%$16.0K$15.3K-$6482026-10-23
Birch Financial Group, LLC
NEW295—+295——$14.2K—2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED28528500%$14.5K$13.7K-$7582026-10-23
Arlington Trust Co LLC
UNCHANGED28028000%$14.2K$13.5K-$7452026-10-20
Key FInancial Inc
UNCHANGED26826800%$13.6K$12.9K-$7132026-11-02
Rossby Financial, LCC
NEW240—+240——$11.6K—2026-11-05
Evermay Wealth Management LLC
UNCHANGED21521500%$10.9K$10.4K-$5722026-11-05
CoreCap Advisors, LLC
UNCHANGED18118100%$9.2K$8.7K-$4812026-10-08
Townsend Asset Management Corp
UNCHANGED15015000%$7.6K$7.2K-$3992026-10-29
Signature Equity Partners, LLC
INCREASED6059+1+2%$3.0K$2.9K-$1222026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED535300%$2.7K$2.6K-$1412026-10-15
Lloyd Advisory Services, Llc.
UNCHANGED535300%$2.7K$2.5K-$1402026-11-02
GHP Investment Advisors, Inc.
UNCHANGED525200%$2.6K$2.5K-$1382026-10-15
Bulwark Capital Corp
UNCHANGED323200%$1.6K$1.5K-$852026-10-13
Proathlete Wealth Management LLC
UNCHANGED323200%$1.6K$1.6K-$672026-10-15
Bell Investment Advisors, Inc
UNCHANGED282800%$1.4K$1.4K-$742026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED262600%$1.3K$1.3K-$622026-10-23
RMG Wealth Management LLC
UNCHANGED222200%$1.2K$1.1K-$222026-10-26
Rosenberg Matthew Hamilton
UNCHANGED191900%$966$915-$512026-10-05
Root Financial Partners, LLC
NEW18—+18——$867—2026-10-21
Gamma Investing LLC
UNCHANGED2200%$102$96-$62026-10-08
Foresight Capital Management Advisors, Inc.
NEW1—+1——$48—2026-10-27
Go Invest LLC
NEW0—0——$13—2026-10-09
Gilbert Capital Group, Inc.
CLOSED0115,617-115,617-100%$5.9M$0-$5.9M2026-10-28
Surience Private Wealth LLC
CLOSED067,334-67,334-100%$3.4M$0-$3.4M2026-10-16
Chris Bulman Inc
CLOSED067,003-67,003-100%$3.4M$0-$3.4M2026-10-20
Clear Creek Financial Management, LLC
CLOSED033,419-33,419-100%$1.7M$0-$1.7M2026-10-28
Axxcess Wealth Management, LLC
CLOSED028,926-28,926-100%$1.5M$0-$1.5M2026-10-21
Y-Intercept (Hong Kong) Ltd
CLOSED025,202-25,202-100%$1.3M$0-$1.3M2026-10-16
Simplicity Wealth,LLC
CLOSED011,042-11,042-100%$561.4K$0-$561.4K2026-10-23
Taylor Securities Services, Inc.
CLOSED04,330-4,330-100%$220.1K$0-$220.1K2026-10-20
Grant Private Wealth Management Inc
CLOSED04,054-4,054-100%$206.1K$0-$206.1K2026-10-19
Independent Wealth Network Inc.
CLOSED03,994-3,994-100%$203.1K$0-$203.1K2026-10-19
Traynor Capital Management, Inc.
CLOSED03,937-3,937-100%$200.1K$0-$200.1K2026-10-29
Provident Wealth Management, LLC
CLOSED02,151-2,151-100%$109.4K$0-$109.4K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0991-991-100%$50.4K$0-$50.4K2026-10-14
Robinswood Financial LLC
CLOSED0942-942-100%$47.9K$0-$47.9K2026-10-20
AdvisorNet Financial, Inc
CLOSED0936-936-100%$47.6K$0-$47.6K2026-10-15
MCF Advisors LLC
CLOSED0541-541-100%$27.5K$0-$27.5K2026-10-28
Archer Investment Corp
CLOSED0450-450-100%$22.9K$0-$22.9K2026-11-05
Cornerstone Planning Group LLC
CLOSED0251-251-100%$13.2K$0-$13.2K2026-10-16
Wilkerson Advisory Group LLC
CLOSED0220-220-100%$11.2K$0-$11.2K2026-10-20
Cape Investment Advisory, Inc.
CLOSED0100-100-100%$5.1K$0-$5.1K2026-10-13
LifeSteps Financial, Inc.
CLOSED090-90-100%$4.6K$0-$4.6K2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED013-13-100%$686$0-$6862026-10-23
Signaturefd, LLC
DECREASED04-4-100%$206$0-$2062026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$437.4K$589.7K+$152.2K2026-10-29
LPL Financial LLC
N/A—2,164,842-2,164,842-100%$110.1M———
Morgan Stanley
N/A—1,622,981-1,622,981-100%$82.5M———
Bank of America Corp
N/A—1,328,231-1,328,231-100%$67.5M———
Raymond James Financial Inc
N/A—698,536-698,536-100%$35.5M———
Royal Bank of Canada
N/A—693,188-693,188-100%$35.2M———
Franklin Resources Inc
N/A—584,537-584,537-100%$29.7M———
UBS Group AG
N/A—573,365-573,365-100%$29.1M———
Wells Fargo & Company
N/A—482,889-482,889-100%$24.6M———
Ameriprise Financial Inc
N/A—461,211-461,211-100%$23.5M———
Private Advisor Group, LLC
N/A—424,912-424,912-100%$21.6M———
Financial Engines Advisors L.L.C.
N/A—344,685-344,685-100%$17.5M———
Bank of Montreal
N/A—305,487-305,487-100%$15.5M———
Cetera Investment Advisers
N/A—301,244-301,244-100%$15.3M———
Envestnet Asset Management Inc
N/A—277,622-277,622-100%$14.1M———
FMR LLC
N/A—261,580-261,580-100%$13.3M———
Osaic Holdings, Inc.
N/A—240,210-240,210-100%$12.2M———
Jones Financial Companies Lllp
N/A—221,602-221,602-100%$11.5M———
JPMorgan Chase & Co
N/A—212,084-212,084-100%$11.0M———
Janney Montgomery Scott LLC
N/A—208,277-208,277-100%$10.6M———
Stifel Financial Corp
N/A—164,139-164,139-100%$8.3M———
Allworth Financial LP
N/A—163,648-163,648-100%$8.3M———
NewEdge Advisors, LLC
N/A—157,946-157,946-100%$8.0M———
Jump Financial, LLC
N/A—154,491-154,491-100%$7.9M———
Goldman Sachs Group Inc
N/A—146,224-146,224-100%$7.4M———
Fortis Group Advisors, LLC
N/A—123,500-123,500-100%$6.3M———
Sanctuary Advisors, LLC
N/A—111,012-111,012-100%$5.6M———
D. E. Shaw & Co., Inc.
N/A—95,122-95,122-100%$4.8M———
Equitable Holdings, Inc.
N/A—86,834-86,834-100%$4.4M———
Delos Wealth Advisors, LLC
N/A—86,027-86,027-100%$4.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—85,400-85,400-100%$4.3M———
Prostatis Group LLC
N/A—77,276-77,276-100%$3.9M———
Geneos Wealth Management Inc.
N/A—67,205-67,205-100%$3.4M———
CreativeOne Wealth, LLC
N/A—63,212-63,212-100%$3.2M———
MML Investors Services, LLC
N/A—58,154-58,154-100%$3.0M———
Baird Financial Group, Inc.
N/A—57,795-57,795-100%$2.9M———
LM Advisors LLC
N/A—57,534-57,534-100%$2.9M———
Strategic Financial Concepts, LLC
N/A—54,294-54,294-100%$2.8M———
WJ Financial Advisors LLC
N/A—52,496-52,496-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—47,125-47,125-100%$2.4M———
Composition Wealth, LLC
N/A—44,804-44,804-100%$2.3M———
World Investment Advisors
N/A—44,306-44,306-100%$2.3M———
Viawealth, LLC
N/A—41,524-41,524-100%$2.1M———
Tyche Wealth Partners LLC
N/A—41,395-41,395-100%$2.1M———
AQR Capital Management LLC
N/A—38,963-38,963-100%$2.0M———
Mercer Global Advisors Inc
N/A—38,569-38,569-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—37,728-37,728-100%$1.9M———
Waverly Advisors, LLC
N/A—34,357-34,357-100%$1.7M———
Flow Traders U.S. LLC
N/A—32,532-32,532-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—31,283-31,283-100%$1.6M———
Atlas Legacy Advisors, LLC
N/A—31,114-31,114-100%$1.6M———
Continuum Advisory, LLC
N/A—30,566-30,566-100%$1.6M———
GTS Securities LLC
N/A—29,718-29,718-100%$1.5M———
Arkadios Wealth Advisors
N/A—29,452-29,452-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—27,302-27,302-100%$1.4M———
Elite Financial, Inc.
N/A—26,930-26,930-100%$1.4M———
Harbour Investments, Inc.
N/A—26,902-26,902-100%$1.4M———
HighTower Advisors, LLC
N/A—26,782-26,782-100%$1.4M———
Brookwood Investment Group LLC
N/A—26,692-26,692-100%$1.4M———
Invesco Ltd.
N/A—26,221-26,221-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—24,803-24,803-100%$1.3M———
CVA Family Office, LLC
N/A—20,865-20,865-100%$1.1M———
Principal Securities, Inc.
N/A—20,120-20,120-100%$1.0M———
Western Wealth Management, LLC
N/A—19,953-19,953-100%$1.0M———
Safe Harbor Fiduciary, LLC
N/A—19,577-19,577-100%$995.3K———
Tocqueville Asset Management L.P.
N/A—18,758-18,758-100%$953.7K———
Susquehanna International Group, LLP
N/A—18,642-18,642-100%$947.8K———
McLean Asset Management Corp
N/A—18,145-18,145-100%$949.9K———
Integrated Wealth Concepts LLC
N/A—17,597-17,597-100%$894.6K———
Global Retirement Partners, LLC
N/A—17,194-17,194-100%$874.1K———
Lowe Brockenbrough & Co Inc
N/A—17,149-17,149-100%$871.9K———
Mariner, LLC
N/A—17,015-17,015-100%$865.0K———
Level Four Advisory Services, LLC
N/A—16,266-16,266-100%$827.0K———
Gladstone Institutional Advisory LLC
N/A—16,186-16,186-100%$822.9K———
Bleakley Financial Group, LLC
N/A—16,000-16,000-100%$813.4K———
Wealthfront Advisers LLC
N/A—15,769-15,769-100%$801.7K———
Captrust Financial Advisors
N/A—14,643-14,643-100%$744.4K———
Focus Partners Advisor Solutions, LLC
N/A—14,138-14,138-100%$718.8K———
&partners
N/A—13,720-13,720-100%$697.5K———
Wealthspire Advisors, LLC
N/A—13,218-13,218-100%$672.0K———
Sfmg, LLC
N/A—12,872-12,872-100%$654.4K———
PFG Investments, LLC
N/A—12,736-12,736-100%$647.5K———
Talon Private Wealth, LLC
N/A—11,705-11,705-100%$595.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,284-10,284-100%$522.8K———
Regal Investment Advisors LLC
N/A—10,230-10,230-100%$520.1K———
Ameritas Advisory Services, LLC
N/A—10,212-10,212-100%$519.2K———
Essex Financial Services, Inc.
N/A—10,072-10,072-100%$512.0K———
Private Advisory Group LLC
N/A—10,051-10,051-100%$511.0K———
Estate Counselors, LLC
N/A—9,595-9,595-100%$487.8K———
BNP Paribas Financial Markets
N/A—9,472-9,472-100%$481.6K———
Beacon Pointe Advisors, LLC
N/A—9,451-9,451-100%$480.5K———
Kingsview Wealth Management, LLC
N/A—9,354-9,354-100%$475.6K———
Jane Street Group, LLC
N/A—9,161-9,161-100%$465.7K———
HighPoint Advisor Group LLC
N/A—8,847-8,847-100%$449.8K———
Chevy Chase Trust Holdings, LLC
N/A—8,528-8,528-100%$433.6K———
Hilltop Holdings Inc.
N/A—8,500-8,500-100%$432.1K———
Second Half Financial Partners, LLC
N/A—8,347-8,347-100%$424.4K———
IFG Advisory, LLC
N/A—8,308-8,308-100%$422.4K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—8,300-8,300-100%$422.0K———
Citadel Advisors LLC
N/A—8,293-8,293-100%$421.6K———
Cerity Partners LLC
N/A—7,798-7,798-100%$396.4K———
Wealth Alliance, LLC
N/A—7,729-7,729-100%$393.0K———
Whittier Trust Co
N/A—7,600-7,600-100%$392.5K———
Kovack Advisors, Inc.
N/A—7,536-7,536-100%$386.2K———
Interactive Financial Advisors, Inc.
N/A—7,535-7,535-100%$382.5K———
Godfrey Financial Associates, Inc.
N/A—7,400-7,400-100%$376.2K———
Envestnet Portfolio Solutions, Inc.
N/A—7,261-7,261-100%$369.1K———
Smith, Moore & Co.
N/A—6,802-6,802-100%$345.8K———
NCM Capital Management, LLC
N/A—6,571-6,571-100%$334.1K———
Sequoia Financial Advisors, LLC
N/A—6,345-6,345-100%$322.6K———
Advisory Services Network, LLC
N/A—6,140-6,140-100%$312.1K———
Haverford Trust Co
N/A—6,000-6,000-100%$305.0K———
Stratos Investment Management, LLC
N/A—5,991-5,991-100%$304.6K———
First Foundation Advisors
N/A—5,646-5,646-100%$287.1K———
Foundations Investment Advisors, LLC
N/A—5,638-5,638-100%$286.7K———
Westbourne Investments, Inc.
N/A—5,579-5,579-100%$283.6K———
Klcm Advisors, Inc.
N/A—5,425-5,425-100%$275.8K———
IHT Wealth Management, LLC
N/A—5,297-5,297-100%$269.3K———
Zacks Investment Management
N/A—5,227-5,227-100%$265.8K———
Waterloo Capital, L.P.
N/A—5,147-5,147-100%$261.7K———
Fidelis Capital Partners, LLC
N/A—4,960-4,960-100%$252.2K———
Summit Financial, LLC
N/A—4,957-4,957-100%$252.0K———
Pacific SUN Financial Corp
N/A—4,930-4,930-100%$250.6K———
BTG Pactual Asset Management US LLC
N/A—4,877-4,877-100%$247.9K———
Gateway Wealth Partners, LLC
N/A—4,871-4,871-100%$247.7K———
Bridgewealth Advisory Group, LLC
N/A—4,800-4,800-100%$244.0K———
BlackRock, Inc.
N/A—4,655-4,655-100%$236.7K———
Arax Advisory Partners
N/A—4,559-4,559-100%$231.8K———
Maridea Wealth Management LLC
N/A—4,510-4,510-100%$229.3K———
Great Valley Advisor Group, Inc.
N/A—4,507-4,507-100%$229.5K———
Money Concepts Capital Corp
N/A—4,219-4,219-100%$214.5K———
Heritage Trust Co
N/A—4,180-4,180-100%$212.5K———
AFT, Forsyth & Company, Inc.
N/A—4,180-4,180-100%$212.5K———
N.E.W. Advisory Services LLC
N/A—4,083-4,083-100%$207.6K———
Northern Trust Corp
N/A—4,015-4,015-100%$204.1K———
Aptus Capital Advisors, LLC
N/A—3,632-3,632-100%$184.7K———
Huntington National Bank
N/A—3,250-3,250-100%$165.2K———
Copia Wealth Management
N/A—3,211-3,211-100%$163.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,165-3,165-100%$160.9K———
Medallion Wealth Advisors, LLC
N/A—2,897-2,897-100%$205.0K———
Consultiva Wealth Management, Corp.
N/A—2,573-2,573-100%$130.8K———
Crews Bank & Trust
N/A—2,565-2,565-100%$130.4K———
Oakmont Advisory Group, LLC
N/A—2,502-2,502-100%$127.2K———
Blair William & Co
N/A—2,335-2,335-100%$118.7K———
O'shaughnessy Asset Management, LLC
N/A—2,127-2,127-100%$108.1K———
HHM Wealth Advisors, LLC
N/A—2,065-2,065-100%$105.0K———
Capital Analysts, LLC
N/A—1,892-1,892-100%$85.0K———
Bellevue Asset Management, LLC
N/A—1,626-1,626-100%$82.7K———
AE Wealth Management LLC
N/A—1,490-1,490-100%$75.8K———
10Elms LLP
N/A—1,450-1,450-100%$73.7K———
Johnson Financial Group, Inc.
N/A—1,407-1,407-100%$71.5K———
PIN OAK Investment Advisors Inc
N/A—1,368-1,368-100%$70.0K———
Silver OAK Securities, Incorporated
N/A—1,215-1,215-100%$61.8K———
Tidemark, LLC
N/A—1,207-1,207-100%$61.4K———
BFC Planning, Inc.
N/A—1,112-1,112-100%$56.5K———
Boreal Capital Management LLC
N/A—1,000-1,000-100%$50.8K———
IMA Advisory Services, Inc.
N/A—918-918-100%$46.7K———
Federation des caisses Desjardins du Quebec
N/A—900-900-100%$45.7K———
Horizon Investments, LLC
N/A—893-893-100%$45.2K———
Nalls Sherbakoff Group, LLC
N/A—861-861-100%$43.8K———
Founders Financial Alliance, LLC
N/A—717-717-100%$36.5K———
Bessemer Group Inc
N/A—625-625-100%$32.0K———
Institute for Wealth Management, Llc.
N/A—578-578-100%$29.4K———
Luminist Capital LLC
N/A—502-502-100%$25.5K———
SHP Wealth Management
N/A—337-337-100%$17.1K———
Strategic Investment Solutions, Inc.
N/A—300-300-100%$15.3K———
UBS Asset Management Americas LLC
N/A—291-291-100%$14.8K———
Russell Investments Group, Ltd.
N/A—270-270-100%$13.7K———
Ameritas Investment Partners, Inc.
N/A—255-255-100%$13.0K———
Merrithew & Thorsten Inc
N/A—226-226-100%$11———
Fiduciary Financial Advisors
N/A—200-200-100%$10.2K———
Aventura Private Wealth, LLC
N/A—196-196-100%$10.0K———
Vanguard Advisers Inc
N/A—165-165-100%$8.4K———
Anchor Investment Management, LLC
N/A—153-153-100%$7.8K———
Mpwm Advisory Solutions, LLC
N/A—104-104-100%$5.3K———
JPL Wealth Management, LLC
N/A—96-96-100%$4.9K———
Hantz Financial Services, Inc.
N/A—76-76-100%$4———
Kerr Financial Planning Corp
N/A—58-58-100%$2.9K———
Financial Life Planners
N/A—42-42-100%$2.1K———
Smartleaf Asset Management LLC
N/A—38-38-100%$2.0K———
Bogart Wealth, LLC
N/A—32-32-100%$1.6K———
Virtus Advisers, LLC
N/A—23-23-100%$1.2K———
Mcguire Capital Advisors Inc
N/A—15-15-100%$763———
Hollencrest Capital Management
N/A—3-3-100%$153———
Showing 382 of 382 institutions