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Invesco Phlx Semiconductor (SOXQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eagle Global Advisors LLC
INCREASED
Shares337,373 from 335,503
Change+1,870 (+1%)
Value$33.5M (-$4.1M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares237,798 from 233,959
Change+3,839 (+2%)
Value$23.6M (-$2.6M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
UNCHANGED
Shares136,248 from 136,248
Change0 (0%)
Value$13.5M (-$1.7M)
Filed 2026-10-28
Meitav Investment House LTD
DECREASED
Shares107,050 from 137,840
Change-30,790 (-22%)
Value$10.6M (-$4.8M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares99,201 from 148,525
Change-49,324 (-33%)
Value$9.9M (-$6.8M)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares78,031 from 80,306
Change-2,275 (-3%)
Value$7.8M (-$1.2M)
Filed 2026-10-27
Capital Investment Advisors, LLC
INCREASED
Shares73,395 from 50,982
Change+22,413 (+44%)
Value$7.3M (+$1.6M)
Filed 2026-10-22
Absolute Capital Management, LLC
UNCHANGED
Shares67,900 from 67,900
Change0 (0%)
Value$6.7M (-$862.3K)
Filed 2026-10-16
Global X Japan Co., Ltd.
INCREASED
Shares60,433 from 1,423
Change+59,010 (+4147%)
Value$6.0M (+$5.8M)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares55,173 from 55,677
Change-504 (-1%)
Value$5.5M (-$757.2K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$5.0M (-$635.0K)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares35,300 from 29,600
Change+5,700 (+19%)
Value$3.5M (+$190.7K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares22,952 from 20,927
Change+2,025 (+10%)
Value$2.3M (-$64.4K)
Filed 2026-10-08
Journey Beyond Wealth, LLC
NEW
Shares20,502
Change+20,502
Value$2.0M
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares13,764 from 12,889
Change+875 (+7%)
Value$1.4M (-$76.7K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares12,133 from 4,289
Change+7,844 (+183%)
Value$1.2M (+$789.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares11,805 from 23,575
Change-11,770 (-50%)
Value$1.2M (-$1.5M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares11,314 from 32,794
Change-21,480 (-65%)
Value$1.1M (-$2.3M)
Filed 2026-10-16
Huntleigh Advisors, Inc.
INCREASED
Shares10,617 from 10,505
Change+112 (+1%)
Value$1.1M (-$122.3K)
Filed 2026-11-03
WBI Investments, LLC
INCREASED
Shares10,367 from 10,195
Change+172 (+2%)
Value$1.0M (-$112.4K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares9,721 from 9,926
Change-205 (-2%)
Value$818.0K (-$295.0K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED
Shares8,569 from 9,090
Change-521 (-6%)
Value$851.7K (-$167.2K)
Filed 2026-10-23
FFG Partners, LLC
INCREASED
Shares7,924 from 7,760
Change+164 (+2%)
Value$787.7K (-$82.2K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares7,270 from 8,583
Change-1,313 (-15%)
Value$722.6K (-$239.5K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares6,894 from 4,345
Change+2,549 (+59%)
Value$685.3K (+$198.2K)
Filed 2026-10-30
Retirement Guys Formula LLC
DECREASED
Shares6,087 from 14,792
Change-8,705 (-59%)
Value$605.1K (-$1.1M)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$594.9K (-$76.0K)
Filed 2026-11-04
Westco Advisory Services Inc
INCREASED
Shares5,707 from 5,453
Change+254 (+5%)
Value$567.3K (-$44.0K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares5,612 from 2,280
Change+3,332 (+146%)
Value$557.8K (+$302.3K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares5,224 from 2,497
Change+2,727 (+109%)
Value$519.3K (+$239.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares5,178 from 5,542
Change-364 (-7%)
Value$514.7K (-$106.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares4,445 from 1,932
Change+2,513 (+130%)
Value$441.9K (+$225.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,684
Change+3,684
Value$366.3K
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares3,479 from 4,424
Change-945 (-21%)
Value$345.8K (-$150.1K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares3,216 from 3,216
Change0 (0%)
Value$360.7K ($0)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares3,157 from 3,209
Change-52 (-2%)
Value$313.8K (-$45.9K)
Filed 2026-10-30
Flagstar Securities, Inc
DECREASED
Shares3,061 from 3,859
Change-798 (-21%)
Value$304.3K (-$128.4K)
Filed 2026-10-15
Northern Lights Advisors, Inc.
NEW
Shares2,947
Change+2,947
Value$292.9K
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares2,890 from 2,351
Change+539 (+23%)
Value$287.3K (+$23.7K)
Filed 2026-10-13
Sowell Financial Services LLC
NEW
Shares2,645
Change+2,645
Value$262.9K
Filed 2026-10-23
Worth Asset Management, LLC
DECREASED
Shares2,458 from 2,488
Change-30 (-1%)
Value$244.3K (-$34.6K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
DECREASED
Shares2,399 from 3,506
Change-1,107 (-32%)
Value$203.5K (-$137.2K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares2,368 from 2,815
Change-447 (-16%)
Value$235.4K (-$80.2K)
Filed 2026-10-28
Curtis Advisory Group, LLC
DECREASED
Shares2,340 from 2,604
Change-264 (-10%)
Value$232.6K (-$59.3K)
Filed 2026-10-28
Atria Investments, Inc
NEW
Shares2,243
Change+2,243
Value$222.9K
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares2,206 from 2,254
Change-48 (-2%)
Value$219.2K (-$33.5K)
Filed 2026-11-02
ERn Financial, LLC
NEW
Shares2,097
Change+2,097
Value$208.5K
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$199.8K (-$25.5K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares1,632 from 1,387
Change+245 (+18%)
Value$162.2K (+$6.7K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$125.3K (-$16.0K)
Filed 2026-10-29
Berbice Capital Management LLC
INCREASED
Shares1,250 from 720
Change+530 (+74%)
Value$124.3K (+$43.5K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
NEW
Shares750
Change+750
Value$74.6K
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares681
Change+681
Value$67.7K
Filed 2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$60.0K (+$59.9K)
Filed 2026-10-27
Downshift Financial, LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$52.9K (-$6.8K)
Filed 2026-10-13
Triumph Capital Management
NEW
Shares438
Change+438
Value$43.5K
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$32.3K (-$4.1K)
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares310 from 498
Change-188 (-38%)
Value$30.8K (-$25.0K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares275 from 49
Change+226 (+461%)
Value$27.4K (+$21.9K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$27 (-$3)
Filed 2026-10-02
IFP Advisors, Inc
DECREASED
Shares267 from 346
Change-79 (-23%)
Value$26.5K (-$12.2K)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$26.3K (-$3.4K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$21.1K (-$2.7K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$19.9K (-$2.5K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares170
Change+170
Value$16.9K
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$13.1K (-$1.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares84
Change+84
Value$8.4K
Filed 2026-11-05
Asset Dedication, LLC
NEW
Shares51
Change+51
Value$5.0K
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
NEW
Shares50
Change+50
Value$5.0K
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.8K (-$354)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$696 (-$89)
Filed 2026-11-02
Contravisory Investment Management, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$596 (-$77)
Filed 2026-10-13
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$281
Filed 2026-10-15
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 43,547
Change-43,547 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
KPP Advisory Services LLC
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$430.5K)
Filed 2026-10-26
Belvedere Trading LLC
CLOSED
Shares0 from 3,096
Change-3,096 (-100%)
Value$0 (-$347.1K)
Filed 2026-11-05
Cannon Advisors, Inc.
CLOSED
Shares0 from 2,845
Change-2,845 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-14
Tandem Capital Management Corp
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-22
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 1,925
Change-1,925 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-09
Independent Financial Group, LLC
CLOSED
Shares0 from 1,866
Change-1,866 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$96.7K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$63.9K)
Filed 2026-10-20
Lanark Financial, Inc.
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 919,311
Change-919,311 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 396,580
Change-396,580 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 185,688
Change-185,688 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 171,333
Change-171,333 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 157,360
Change-157,360 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 154,414
Change-154,414 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 135,395
Change-135,395 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 106,113
Change-106,113 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 72,024
Change-72,024 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 58,488
Change-58,488 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 50,709
Change-50,709 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 47,555
Change-47,555 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,235
Change-46,235 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 35,894
Change-35,894 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,665
Change-32,665 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,520
Change-32,520 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,606
Change-25,606 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 24,126
Change-24,126 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,730
Change-22,730 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,248
Change-20,248 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,851
Change-18,851 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,991
Change-17,991 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,182
Change-16,182 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,956
Change-15,956 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,229
Change-12,229 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 11,262
Change-11,262 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 939
Change-939 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 835
Change-835 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 827
Change-827 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 600
Change-600 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 584
Change-584 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 468
Change-468 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 360
Change-360 (-100%)
Value—
Blair William & Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 246
Change-246 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 171
Change-171 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 44
Change-44 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Eagle Global Advisors LLC
INCREASED337,373335,503+1,870+1%$37.6M$33.5M-$4.1M2026-11-02
Citigroup Inc
INCREASED237,798233,959+3,839+2%$26.2M$23.6M-$2.6M2026-11-04
Exchange Traded Concepts, LLC
UNCHANGED136,248136,24800%$15.3M$13.5M-$1.7M2026-10-28
Meitav Investment House LTD
DECREASED107,050137,840-30,790-22%$15.5M$10.6M-$4.8M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED99,201148,525-49,324-33%$16.7M$9.9M-$6.8M2026-11-02
VestGen Advisors, LLC
DECREASED78,03180,306-2,275-3%$9.0M$7.8M-$1.2M2026-10-27
Capital Investment Advisors, LLC
INCREASED73,39550,982+22,413+44%$5.7M$7.3M+$1.6M2026-10-22
Absolute Capital Management, LLC
UNCHANGED67,90067,90000%$7.6M$6.7M-$862.3K2026-10-16
Global X Japan Co., Ltd.
INCREASED60,4331,423+59,010+4147%$159.5K$6.0M+$5.8M2026-10-21
Meridian Wealth Management, LLC
DECREASED55,17355,677-504-1%$6.2M$5.5M-$757.2K2026-11-05
Mirae Asset Global Investments Co., Ltd.
UNCHANGED50,00050,00000%$5.6M$5.0M-$635.0K2026-11-03
Sumitomo Mitsui Trust Group, Inc.
INCREASED35,30029,600+5,700+19%$3.3M$3.5M+$190.7K2026-10-29
Farther Finance Advisors, LLC
INCREASED22,95220,927+2,025+10%$2.3M$2.3M-$64.4K2026-10-08
Journey Beyond Wealth, LLC
NEW20,502—+20,502——$2.0M—2026-11-04
Oppenheimer & Co Inc
INCREASED13,76412,889+875+7%$1.4M$1.4M-$76.7K2026-10-26
StoneX Group Inc.
INCREASED12,1334,289+7,844+183%$366.7K$1.2M+$789.9K2026-11-03
Commonwealth Equity Services, LLC
DECREASED11,80523,575-11,770-50%$2.6M$1.2M-$1.5M2026-11-02
TD Waterhouse Canada Inc.
DECREASED11,31432,794-21,480-65%$3.4M$1.1M-$2.3M2026-10-16
Huntleigh Advisors, Inc.
INCREASED10,61710,505+112+1%$1.2M$1.1M-$122.3K2026-11-03
WBI Investments, LLC
INCREASED10,36710,195+172+2%$1.1M$1.0M-$112.4K2026-11-05
Prospera Financial Services Inc
DECREASED9,7219,926-205-2%$1.1M$818.0K-$295.0K2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED8,5699,090-521-6%$1.0M$851.7K-$167.2K2026-10-23
FFG Partners, LLC
INCREASED7,9247,760+164+2%$870.0K$787.7K-$82.2K2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED7,2708,583-1,313-15%$962.2K$722.6K-$239.5K2026-10-29
Truist Financial Corp
INCREASED6,8944,345+2,549+59%$487.1K$685.3K+$198.2K2026-10-30
Retirement Guys Formula LLC
DECREASED6,08714,792-8,705-59%$1.7M$605.1K-$1.1M2026-10-26
Kohmann Bosshard Financial Services, LLC
UNCHANGED5,9855,98500%$670.9K$594.9K-$76.0K2026-11-04
Westco Advisory Services Inc
INCREASED5,7075,453+254+5%$611.3K$567.3K-$44.0K2026-10-14
Creative Planning
INCREASED5,6122,280+3,332+146%$255.6K$557.8K+$302.3K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED5,2242,497+2,727+109%$279.9K$519.3K+$239.4K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED5,1785,542-364-7%$621.3K$514.7K-$106.6K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED4,4451,932+2,513+130%$216.6K$441.9K+$225.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW3,684—+3,684——$366.3K—2026-10-13
Sigma Planning Corp
DECREASED3,4794,424-945-21%$495.9K$345.8K-$150.1K2026-10-23
PKS Advisory Services, LLC
UNCHANGED3,2163,21600%$360.7K$360.7K$02026-10-26
Capital Investment Advisory Services, LLC
DECREASED3,1573,209-52-2%$359.7K$313.8K-$45.9K2026-10-30
Flagstar Securities, Inc
DECREASED3,0613,859-798-21%$432.7K$304.3K-$128.4K2026-10-15
Northern Lights Advisors, Inc.
NEW2,947—+2,947——$292.9K—2026-10-21
Signal Advisors Wealth, LLC
INCREASED2,8902,351+539+23%$263.5K$287.3K+$23.7K2026-10-13
Sowell Financial Services LLC
NEW2,645—+2,645——$262.9K—2026-10-23
Worth Asset Management, LLC
DECREASED2,4582,488-30-1%$278.9K$244.3K-$34.6K2026-10-07
Chicago Partners Investment Group LLC
DECREASED2,3993,506-1,107-32%$340.7K$203.5K-$137.2K2026-10-27
Choreo, LLC
DECREASED2,3682,815-447-16%$315.5K$235.4K-$80.2K2026-10-28
Curtis Advisory Group, LLC
DECREASED2,3402,604-264-10%$291.9K$232.6K-$59.3K2026-10-28
Atria Investments, Inc
NEW2,243—+2,243——$222.9K—2026-10-15
Kestra Advisory Services, LLC
DECREASED2,2062,254-48-2%$252.7K$219.2K-$33.5K2026-11-02
ERn Financial, LLC
NEW2,097—+2,097——$208.5K—2026-10-28
Fifth Third Bancorp
UNCHANGED2,0102,01000%$225.3K$199.8K-$25.5K2026-11-05
CoreCap Advisors, LLC
INCREASED1,6321,387+245+18%$155.5K$162.2K+$6.7K2026-10-08
Blue Bell Private Wealth Management, LLC
UNCHANGED1,2611,26100%$141.4K$125.3K-$16.0K2026-10-29
Berbice Capital Management LLC
INCREASED1,250720+530+74%$80.7K$124.3K+$43.5K2026-10-13
Harbor Investment Advisory, LLC
NEW750—+750——$74.6K—2026-10-13
GK Wealth Management LLC
NEW681—+681——$67.7K—2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED60260200%$67$60.0K+$59.9K2026-10-27
Downshift Financial, LLC
UNCHANGED53253200%$59.6K$52.9K-$6.8K2026-10-13
Triumph Capital Management
NEW438—+438——$43.5K—2026-10-14
Ashton Thomas Private Wealth, LLC
UNCHANGED32532500%$36.4K$32.3K-$4.1K2026-11-03
Gen-Wealth Partners Inc
DECREASED310498-188-38%$55.8K$30.8K-$25.0K2026-11-04
Larson Financial Group LLC
INCREASED27549+226+461%$5.5K$27.4K+$21.9K2026-11-05
CX Institutional
UNCHANGED27127100%$30$27-$32026-10-02
IFP Advisors, Inc
DECREASED267346-79-23%$38.8K$26.5K-$12.2K2026-10-16
Evermay Wealth Management LLC
UNCHANGED26526500%$29.7K$26.3K-$3.4K2026-11-05
Archer Investment Corp
UNCHANGED21221200%$23.8K$21.1K-$2.7K2026-11-05
US Bancorp \de\
UNCHANGED20020000%$22.4K$19.9K-$2.5K2026-11-05
Root Financial Partners, LLC
NEW170—+170——$16.9K—2026-10-21
Creative Financial Designs Inc
UNCHANGED13213200%$14.8K$13.1K-$1.7K2026-11-04
Jacobi Capital Management LLC
NEW84—+84——$8.4K—2026-11-05
Asset Dedication, LLC
NEW51—+51——$5.0K—2026-11-03
Glass Jacobson Investment Advisors llc
NEW50—+50——$5.0K—2026-10-26
Valley National Advisers Inc
UNCHANGED282800%$3.1K$2.8K-$3542026-10-23
Westside Investment Management, Inc.
UNCHANGED7700%$785$696-$892026-11-02
Contravisory Investment Management, Inc.
UNCHANGED6600%$673$596-$772026-10-13
Blue Trust, Inc.
NEW3—+3——$281—2026-10-15
Capstone Wealth Management Group, LLC
CLOSED043,547-43,547-100%$4.9M$0-$4.9M2026-11-05
KPP Advisory Services LLC
CLOSED03,840-3,840-100%$430.5K$0-$430.5K2026-10-26
Belvedere Trading LLC
CLOSED03,096-3,096-100%$347.1K$0-$347.1K2026-11-05
Cannon Advisors, Inc.
CLOSED02,845-2,845-100%$283.5K$0-$283.5K2026-10-14
Tandem Capital Management Corp
CLOSED02,000-2,000-100%$224.2K$0-$224.2K2026-10-22
Cadent Capital Advisors, LLC
CLOSED01,925-1,925-100%$215.8K$0-$215.8K2026-10-09
Independent Financial Group, LLC
CLOSED01,866-1,866-100%$209.2K$0-$209.2K2026-10-13
L. Roy Papp & Associates, LLP
CLOSED01,850-1,850-100%$207.4K$0-$207.4K2026-10-21
International Assets Investment Management, LLC
CLOSED0920-920-100%$96.7K$0-$96.7K2026-11-02
Private Trust Co NA
CLOSED0570-570-100%$63.9K$0-$63.9K2026-10-20
Lanark Financial, Inc.
CLOSED0129-129-100%$14.5K$0-$14.5K2026-10-26
MCF Advisors LLC
CLOSED010-10-100%$1.1K$0-$1.1K2026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED010-10-100%$1.1K$0-$1.1K2026-10-30
Morgan Stanley
N/A—919,311-919,311-100%$103.1M———
LPL Financial LLC
N/A—396,580-396,580-100%$44.5M———
Condor Capital Management
N/A—185,688-185,688-100%$20.8M———
Bank of America Corp
N/A—171,333-171,333-100%$19.2M———
D. E. Shaw & Co., Inc.
N/A—157,360-157,360-100%$17.6M———
NorthRock Partners, LLC
N/A—154,414-154,414-100%$17.3M———
National Bank of Canada
N/A—135,395-135,395-100%$15.2M———
Raymond James Financial Inc
N/A—106,113-106,113-100%$11.9M———
Ameriprise Financial Inc
N/A—72,024-72,024-100%$8.1M———
SG Americas Securities, LLC
N/A—58,488-58,488-100%$6.6M———
Royal Bank of Canada
N/A—50,709-50,709-100%$5.7M———
Marshall Investment Management, LLC
N/A—47,555-47,555-100%$5.3M———
Osaic Holdings, Inc.
N/A—46,235-46,235-100%$5.2M———
Hardy Reed LLC
N/A—45,000-45,000-100%$5.0M———
Tudor Investment Corp ET AL
N/A—35,894-35,894-100%$4.0M———
Quadrature Capital Ltd
N/A—32,665-32,665-100%$3.7M———
Susquehanna International Group, LLP
N/A—32,520-32,520-100%$3.6M———
Global Retirement Partners, LLC
N/A—25,606-25,606-100%$2.9M———
Burling Wealth Partners, LLC
N/A—24,126-24,126-100%$2.7M———
Flow Traders U.S. LLC
N/A—22,730-22,730-100%$2.5M———
HighPoint Advisor Group LLC
N/A—20,248-20,248-100%$2.3M———
Quantinno Capital Management LP
N/A—18,851-18,851-100%$2.1M———
Focus Partners Wealth
N/A—17,991-17,991-100%$2.0M———
Equitable Holdings, Inc.
N/A—16,182-16,182-100%$1.8M———
Kovack Advisors, Inc.
N/A—15,956-15,956-100%$1.7M———
Two Sigma Investments, LP
N/A—15,500-15,500-100%$1.7M———
Jump Financial, LLC
N/A—14,431-14,431-100%$1.6M———
Cetera Investment Advisers
N/A—14,026-14,026-100%$1.6M———
HighTower Advisors, LLC
N/A—12,229-12,229-100%$1.4M———
Pacific SUN Financial Corp
N/A—11,262-11,262-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—9,423-9,423-100%$1.1M———
IHT Wealth Management, LLC
N/A—8,841-8,841-100%$991.1K———
Northwestern Mutual Wealth Management Co
N/A—8,746-8,746-100%$980.4K———
Arax Advisory Partners
N/A—8,308-8,308-100%$931.3K———
Sanctuary Advisors, LLC
N/A—7,688-7,688-100%$861.8K———
PFG Investments, LLC
N/A—7,114-7,114-100%$797.5K———
Topsail Wealth Management, LLC
N/A—6,905-6,905-100%$774.1K———
Icon Wealth Advisors, LLC
N/A—6,380-6,380-100%$715.2K———
Berkeley Capital Partners, LLC
N/A—5,744-5,744-100%$643.9K———
Silver OAK Securities, Incorporated
N/A—5,658-5,658-100%$634.3K———
Envestnet Asset Management Inc
N/A—5,229-5,229-100%$586.1K———
MML Investors Services, LLC
N/A—4,926-4,926-100%$552.2K———
XTX Topco Ltd
N/A—4,234-4,234-100%$474.6K———
Retirement Planning Group, LLC / NY
N/A—4,064-4,064-100%$455.6K———
Janney Montgomery Scott LLC
N/A—4,055-4,055-100%$455.0K———
Advisory Services Network, LLC
N/A—3,547-3,547-100%$397.6K———
Sankala Group LLC
N/A—3,335-3,335-100%$312.8K———
CIBC World Market Inc.
N/A—3,285-3,285-100%$368.2K———
FMR LLC
N/A—3,134-3,134-100%$351.3K———
Bolthouse Investments, LLC
N/A—3,000-3,000-100%$336.3K———
SIH Partners, Lllp
N/A—2,907-2,907-100%$325.9K———
AE Wealth Management LLC
N/A—2,883-2,883-100%$323.2K———
Stifel Financial Corp
N/A—2,835-2,835-100%$317.9K———
AQR Capital Management LLC
N/A—2,817-2,817-100%$315.8K———
Qube Research & Technologies Ltd
N/A—2,768-2,768-100%$310.3K———
Insigneo Advisory Services, LLC
N/A—2,650-2,650-100%$297.1K———
Kropog Financial Group, LLC
N/A—2,618-2,618-100%$293.4K———
Scientech Research LLC
N/A—2,597-2,597-100%$291.1K———
Betterment LLC
N/A—2,553-2,553-100%$286.0K———
MAI Capital Management
N/A—2,400-2,400-100%$269.0K———
FWL Investment Management, LLC
N/A—2,342-2,342-100%$262.6K———
WealthShield Partners, LLC
N/A—2,200-2,200-100%$246.6K———
Everstar Asset Management, LLC
N/A—2,015-2,015-100%$225.9K———
Twin Peaks Wealth Advisors, LLC
N/A—1,955-1,955-100%$219.2K———
Fiduciary Financial Advisors
N/A—1,733-1,733-100%$194.1K———
Harbour Investments, Inc.
N/A—1,633-1,633-100%$183.0K———
Bank of Montreal
N/A—1,609-1,609-100%$180.4K———
Optiver Holding B.V.
N/A—939-939-100%$105.3K———
Federation des caisses Desjardins du Quebec
N/A—835-835-100%$93.6K———
Cypress Capital Management LLC (WY)
N/A—827-827-100%$92.7K———
Deutsche Bank Ag\
N/A—600-600-100%$67.3K———
MidFirst Bank
N/A—584-584-100%$65.5K———
Tower Research Capital LLC (TRC)
N/A—468-468-100%$52.5K———
JPMorgan Chase & Co
N/A—360-360-100%$38.8K———
Blair William & Co
N/A—250-250-100%$28.0K———
Heritage Wealth Advisors
N/A—246-246-100%$27.6K———
Prestige Wealth Management Group LLC
N/A—220-220-100%$24.7K———
Jones Financial Companies Lllp
N/A—171-171-100%$17.7K———
Coppell Advisory Solutions LLC
N/A—111-111-100%$2.7M———
Mcguire Capital Advisors Inc
N/A—101-101-100%$11.3K———
Keating Financial Advisory Services, Inc.
N/A—100-100-100%$11.2K———
Wells Fargo & Company
N/A—44-44-100%$4.9K———
Russell Investments Group, Ltd.
N/A—40-40-100%$4.5K———
Aptus Capital Advisors, LLC
N/A—31-31-100%$3.5K———
Westfuller Advisors, LLC
N/A—27-27-100%$3.0K———
Truvestments Capital LLC
N/A—25-25-100%$2.8K———
Darwin Wealth Management, LLC
N/A—21-21-100%$2.4K———
Medallion Wealth Advisors, LLC
N/A—19-19-100%$2.1K———
Allied Private Wealth LLC
N/A—9-9-100%$890———
Showing 175 of 175 institutions