Invesco DB Agriculture Fund (DBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hatch Cove Capital, LLC

INCREASED

Shares666,400 from 645,800

Change+20,600 (+3%)

Value$18.8M (+$1.5M)

Filed 2026-10-21

Oakworth Capital, Inc.

INCREASED

Shares660,569 from 524,364

Change+136,205 (+26%)

Value$18.6M (+$4.6M)

Filed 2026-10-26

New York Life Investment Management LLC

DECREASED

Shares603,626 from 824,292

Change-220,666 (-27%)

Value$17.0M (-$5.0M)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares403,526 from 335,081

Change+68,445 (+20%)

Value$11.4M (+$2.4M)

Filed 2026-11-06

Daiwa Securities Group Inc.

INCREASED

Shares207,600 from 199,800

Change+7,800 (+4%)

Value$5.8M (+$513.2K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares158,001 from 118,585

Change+39,416 (+33%)

Value$4.4M (+$1.3M)

Filed 2026-11-02

Citizens Financial Group Inc

DECREASED

Shares137,584 from 138,350

Change-766 (-1%)

Value$3.9M (+$181.8K)

Filed 2026-10-23

Savior LLC

INCREASED

Shares79,935 from 78,924

Change+1,011 (+1%)

Value$2.2M (+$144.5K)

Filed 2026-10-13

B. Riley Wealth Advisors, Inc.

NEW

Shares72,872

Change+72,872

Value$2.1M

Filed 2026-10-13

Oppenheimer & Co Inc

INCREASED

Shares67,543 from 32,865

Change+34,678 (+106%)

Value$1.9M (+$1.0M)

Filed 2026-10-26

Wakefield Asset Management Lllp

INCREASED

Shares65,246 from 38,235

Change+27,011 (+71%)

Value$1.8M (+$816.3K)

Filed 2026-11-05

Braeburn Wealth Management LLC

NEW

Shares63,386

Change+63,386

Value$1.8M

Filed 2026-10-15

Capital Wealth Alliance, LLC

DECREASED

Shares54,755 from 117,942

Change-63,187 (-54%)

Value$1.5M (-$1.6M)

Filed 2026-10-20

Mesirow Financial Investment Management, Inc.

DECREASED

Shares52,243 from 54,314

Change-2,071 (-4%)

Value$1.5M (+$21.6K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares44,206 from 44,201

Change+5 (+0%)

Value$1.2M (+$65.1K)

Filed 2026-11-02

Camelot Technology Advisors, Inc.

INCREASED

Shares42,061 from 36,952

Change+5,109 (+14%)

Value$1.2M (+$198.1K)

Filed 2026-10-09

Creative Financial Designs Inc

NEW

Shares41,757

Change+41,757

Value$1.2M

Filed 2026-11-04

Ignite Planners, LLC

INCREASED

Shares41,577 from 23,661

Change+17,916 (+76%)

Value$1.2M (+$536.6K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares39,938 from 24,916

Change+15,022 (+60%)

Value$1.1M (+$459.0K)

Filed 2026-11-02

Barclays PLC

NEW

Shares36,454

Change+36,454

Value$1.0M

Filed 2026-11-06

MGO One Seven LLC

DECREASED

Shares35,549 from 41,464

Change-5,915 (-14%)

Value$1.0M (-$105.5K)

Filed 2026-10-28

Capstone Capital Management Ltd

NEW

Shares34,823

Change+34,823

Value$979.9K

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares31,584 from 27,338

Change+4,246 (+16%)

Value$888.8K (+$159.7K)

Filed 2026-10-15

Duff & Phelps Investment Management Co

INCREASED

Shares30,325 from 17,025

Change+13,300 (+78%)

Value$853.3K (+$399.3K)

Filed 2026-11-06

Pekin Hardy Strauss, Inc.

INCREASED

Shares28,055 from 27,555

Change+500 (+2%)

Value$789.5K (+$54.6K)

Filed 2026-11-02

Moors & Cabot, Inc.

DECREASED

Shares27,253 from 27,468

Change-215 (-1%)

Value$766.9K (+$34.3K)

Filed 2026-11-06

Perigon Wealth Management, LLC

INCREASED

Shares25,807 from 25,707

Change+100 (+0%)

Value$726.2K (+$40.6K)

Filed 2026-10-22

Fifth Third Securities, Inc.

INCREASED

Shares24,429 from 22,085

Change+2,344 (+11%)

Value$687.4K (+$98.4K)

Filed 2026-10-21

Rossby Financial, LCC

INCREASED

Shares22,450 from 21,450

Change+1,000 (+5%)

Value$631.7K (+$59.7K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares22,378 from 22,378

Change0 (0%)

Value$629.7K (+$32.9K)

Filed 2026-11-05

VestGen Advisors, LLC

DECREASED

Shares21,764 from 60,081

Change-38,317 (-64%)

Value$612.4K (-$989.9K)

Filed 2026-10-27

Solstein Capital, LLC

INCREASED

Shares21,025 from 20,523

Change+502 (+2%)

Value$591.6K (+$44.3K)

Filed 2026-11-02

Carlson Financial, Inc.

DECREASED

Shares20,954 from 21,249

Change-295 (-1%)

Value$589.6K (+$22.6K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares20,953 from 1,422

Change+19,531 (+1373%)

Value$589.6K (+$551.7K)

Filed 2026-11-04

Integrity Wealth Partners, LLC

NEW

Shares20,085

Change+20,085

Value$565.2K

Filed 2026-10-14

M Holdings Securities, Inc.

INCREASED

Shares17,508 from 17,207

Change+301 (+2%)

Value$493.0K (+$492.5K)

Filed 2026-11-03

Cornerstone Wealth Management, LLC

INCREASED

Shares17,500 from 17,300

Change+200 (+1%)

Value$492.5K (+$31.1K)

Filed 2026-11-04

Gemmer Asset Management LLC

DECREASED

Shares16,305 from 45,221

Change-28,916 (-64%)

Value$458.8K (-$747.2K)

Filed 2026-10-16

American State Bank (Iowa)

DECREASED

Shares16,114 from 16,534

Change-420 (-3%)

Value$453.4K (+$12.5K)

Filed 2026-11-03

Apollon Wealth Management, LLC

INCREASED

Shares16,009 from 7,702

Change+8,307 (+108%)

Value$450.5K (+$245.1K)

Filed 2026-10-23

Signal Advisors Wealth, LLC

UNCHANGED

Shares15,632 from 15,632

Change0 (0%)

Value$439.9K (+$23.0K)

Filed 2026-10-13

Westside Investment Management, Inc.

INCREASED

Shares13,149 from 12,149

Change+1,000 (+8%)

Value$370.0K (+$46.0K)

Filed 2026-11-02

MacKenzie Financial Corp

INCREASED

Shares12,337 from 10,871

Change+1,466 (+13%)

Value$347.2K (+$57.2K)

Filed 2026-11-02

Bluesphere Advisors LLC

UNCHANGED

Shares12,160 from 12,160

Change0 (0%)

Value$342.2K (+$17.9K)

Filed 2026-10-19

Weaver Consulting Group

UNCHANGED

Shares12,129 from 12,129

Change0 (0%)

Value$341.3K (+$17.8K)

Filed 2026-10-07

Creative Planning

DECREASED

Shares12,053 from 12,967

Change-914 (-7%)

Value$339.2K (-$6.7K)

Filed 2026-11-02

Vigilare Wealth Management

NEW

Shares11,730

Change+11,730

Value$330.1K

Filed 2026-10-29

Hillcrest Wealth Advisors - NY, LLC

UNCHANGED

Shares11,400 from 11,400

Change0 (0%)

Value$320.8K (+$16.8K)

Filed 2026-10-22

Amplius Wealth Advisors, LLC

UNCHANGED

Shares10,840 from 10,840

Change0 (0%)

Value$305.0K (+$15.9K)

Filed 2026-10-20

ARS Investment Partners, LLC

UNCHANGED

Shares10,495 from 10,495

Change0 (0%)

Value$295.3K (+$15.4K)

Filed 2026-11-05

BOS Asset Management, LLC

UNCHANGED

Shares8,482 from 8,482

Change0 (0%)

Value$238.7K (+$12.5K)

Filed 2026-10-09

Triad Wealth Partners, LLC

UNCHANGED

Shares8,406 from 8,406

Change0 (0%)

Value$236.5K (+$2.9K)

Filed 2026-10-26

Avidian Wealth Enterprises, LLC

NEW

Shares7,596

Change+7,596

Value$213.8K

Filed 2026-10-08

Cypress Capital Group

NEW

Shares7,208

Change+7,208

Value$202.8K

Filed 2026-11-03

Mission Financial Group, LLC

NEW

Shares7,150

Change+7,150

Value$201.2K

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares6,154 from 7,054

Change-900 (-13%)

Value$173.2K (-$15.0K)

Filed 2026-10-08

Private Trust Co NA

UNCHANGED

Shares4,400 from 4,400

Change0 (0%)

Value$123.8K (+$6.5K)

Filed 2026-10-20

Harbor Investment Advisory, LLC

UNCHANGED

Shares3,032 from 3,032

Change0 (0%)

Value$85.3K (+$4.5K)

Filed 2026-10-13

Summit Securities Group LLC

NEW

Shares3,000

Change+3,000

Value$84.4K

Filed 2026-11-05

PNC Financial Services Group, Inc.

DECREASED

Shares2,426 from 2,815

Change-389 (-14%)

Value$68.3K (-$6.8K)

Filed 2026-11-06

Canton Hathaway, LLC

INCREASED

Shares2,061 from 2,050

Change+11 (+1%)

Value$58.0K (+$3.3K)

Filed 2026-10-23

Clearstead Advisors, LLC

UNCHANGED

Shares2,016 from 2,016

Change0 (0%)

Value$56.7K (+$3.0K)

Filed 2026-11-06

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,565 from 1,565

Change0 (0%)

Value$44.0K (+$2.3K)

Filed 2026-10-09

Larson Financial Group LLC

DECREASED

Shares1,539 from 1,730

Change-191 (-11%)

Value$43.3K (-$2.8K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares1,194 from 1,194

Change0 (0%)

Value$33.6K (+$1.8K)

Filed 2026-10-16

Allworth Financial LP

NEW

Shares725

Change+725

Value$19.3K

Filed 2026-11-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$15.2K (+$684)

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares511 from 511

Change0 (0%)

Value$14.4K (+$752)

Filed 2026-10-27

Lanark Financial, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$14.1K (+$735)

Filed 2026-10-26

Latitude Advisors, LLC

NEW

Shares472

Change+472

Value$13.3K

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares233 from 233

Change0 (0%)

Value$6.5K (+$342)

Filed 2026-10-30

CX Institutional

NEW

Shares229

Change+229

Value$6

Filed 2026-10-02

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$5.6K (+$294)

Filed 2026-11-02

Silver Grove Financial Group, Inc.

NEW

Shares198

Change+198

Value$5.6K

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares178 from 178

Change0 (0%)

Value$5.0K (+$262)

Filed 2026-11-03

GK Wealth Management LLC

NEW

Shares177

Change+177

Value$5.0K

Filed 2026-10-09

Asset Dedication, LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$4.0K (+$207)

Filed 2026-11-03

Gables Capital Management Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.4K (+$73)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

NEW

Shares17

Change+17

Value$478

Filed 2026-11-04

Simplex Trading, LLC

CLOSED

Shares0 from 136,182

Change-136,182 (-100%)

Value$0 (-$3.6M)

Filed 2026-11-04

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 39,901

Change-39,901 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-26

Matauro, LLC

CLOSED

Shares0 from 25,107

Change-25,107 (-100%)

Value$0 (-$669.6K)

Filed 2026-11-03

Eastern Bank

CLOSED

Shares0 from 12,997

Change-12,997 (-100%)

Value$0 (-$346.6K)

Filed 2026-10-05

Imc-Chicago, LLC

CLOSED

Shares0 from 9,503

Change-9,503 (-100%)

Value$0 (-$253.4K)

Filed 2026-11-05

Trust Co of Toledo NA

CLOSED

Shares0 from 5,457

Change-5,457 (-100%)

Value$0 (-$145.5K)

Filed 2026-10-16

AdvisorNet Financial, Inc

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$128.0K)

Filed 2026-10-15

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 2,670

Change-2,670 (-100%)

Value$0 (-$71.2K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 880

Change-880 (-100%)

Value$0 (-$23.6K)

Filed 2026-11-02

MCF Advisors LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-28

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 53

Change-53 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-14

Cape Investment Advisory, Inc.

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-13

Morgan Stanley

N/A

Shares— from 1,540,020

Change-1,540,020 (-100%)

Value—

Mizuho Bank, Ltd.

N/A

Shares— from 1,300,000

Change-1,300,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,007,277

Change-1,007,277 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 591,762

Change-591,762 (-100%)

Value—

1832 Asset Management L.P.

N/A

Shares— from 584,534

Change-584,534 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 520,329

Change-520,329 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 479,815

Change-479,815 (-100%)

Value—

Pinnbrook Capital Management LP

N/A

Shares— from 421,600

Change-421,600 (-100%)

Value—

Passaic Partners LLC

N/A

Shares— from 288,704

Change-288,704 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 274,547

Change-274,547 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 207,456

Change-207,456 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 202,567

Change-202,567 (-100%)

Value—

Deeter Investments LLP

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 184,000

Change-184,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 170,635

Change-170,635 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 167,041

Change-167,041 (-100%)

Value—

UBS Group AG

N/A

Shares— from 164,648

Change-164,648 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 137,706

Change-137,706 (-100%)

Value—

Private Wealth Advisors, LLC

N/A

Shares— from 135,783

Change-135,783 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 122,341

Change-122,341 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 120,600

Change-120,600 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 109,049

Change-109,049 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 96,315

Change-96,315 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 86,033

Change-86,033 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 80,038

Change-80,038 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 79,552

Change-79,552 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 78,246

Change-78,246 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,610

Change-76,610 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 73,900

Change-73,900 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 69,334

Change-69,334 (-100%)

Value—

Lansing Street Advisors

N/A

Shares— from 48,180

Change-48,180 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 40,099

Change-40,099 (-100%)

Value—

Nwam LLC

N/A

Shares— from 39,500

Change-39,500 (-100%)

Value—

Galaxy Digital Inc.

N/A

Shares— from 37,439

Change-37,439 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 36,153

Change-36,153 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 31,842

Change-31,842 (-100%)

Value—

Daiichi Life International Holdings LLC

N/A

Shares— from 31,123

Change-31,123 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 30,775

Change-30,775 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

&partners

N/A

Shares— from 29,599

Change-29,599 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 27,228

Change-27,228 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 26,168

Change-26,168 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 26,167

Change-26,167 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 24,821

Change-24,821 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 22,961

Change-22,961 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 21,179

Change-21,179 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 19,050

Change-19,050 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 18,702

Change-18,702 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17,727

Change-17,727 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,916

Change-16,916 (-100%)

Value—

Arrowroot Family Office, LLC

N/A

Shares— from 15,007

Change-15,007 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 14,915

Change-14,915 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 14,691

Change-14,691 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 14,206

Change-14,206 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 13,112

Change-13,112 (-100%)

Value—

Sharp Wealth Advisory, LLC

N/A

Shares— from 12,950

Change-12,950 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 12,583

Change-12,583 (-100%)

Value—

Clare Market Investments LLC

N/A

Shares— from 12,428

Change-12,428 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,909

Change-11,909 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,459

Change-11,459 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 10,868

Change-10,868 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 10,510

Change-10,510 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,456

Change-10,456 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 9,891

Change-9,891 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 9,714

Change-9,714 (-100%)

Value—

BlueCrest Capital Management Ltd

N/A

Shares— from 9,235

Change-9,235 (-100%)

Value—

Parallax Volatility Advisers, L.P.

N/A

Shares— from 9,103

Change-9,103 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,741

Change-8,741 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,653

Change-8,653 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,464

Change-8,464 (-100%)

Value—

Wexford Capital LP

N/A

Shares— from 8,386

Change-8,386 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 6,048

Change-6,048 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 6,038

Change-6,038 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,192

Change-3,192 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,775

Change-2,775 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,720

Change-2,720 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 2,412

Change-2,412 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 2,170

Change-2,170 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 1,533

Change-1,533 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,288

Change-1,288 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 688

Change-688 (-100%)

Value—

Tacita Capital Inc

N/A

Shares— from 600

Change-600 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 100

Change-100 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 80

Change-80 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 25

Change-25 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Hatch Cove Capital, LLC	INCREASED	666,400	645,800	+20,600	+3%	$17.2M	$18.8M	+$1.5M	2026-10-21
Oakworth Capital, Inc.	INCREASED	660,569	524,364	+136,205	+26%	$14.0M	$18.6M	+$4.6M	2026-10-26
New York Life Investment Management LLC	DECREASED	603,626	824,292	-220,666	-27%	$22.0M	$17.0M	-$5.0M	2026-11-04
LPL Financial LLC	INCREASED	403,526	335,081	+68,445	+20%	$8.9M	$11.4M	+$2.4M	2026-11-06
Daiwa Securities Group Inc.	INCREASED	207,600	199,800	+7,800	+4%	$5.3M	$5.8M	+$513.2K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	158,001	118,585	+39,416	+33%	$3.2M	$4.4M	+$1.3M	2026-11-02
Citizens Financial Group Inc	DECREASED	137,584	138,350	-766	-1%	$3.7M	$3.9M	+$181.8K	2026-10-23
Savior LLC	INCREASED	79,935	78,924	+1,011	+1%	$2.1M	$2.2M	+$144.5K	2026-10-13
B. Riley Wealth Advisors, Inc.	NEW	72,872	—	+72,872	—	—	$2.1M	—	2026-10-13
Oppenheimer & Co Inc	INCREASED	67,543	32,865	+34,678	+106%	$876.5K	$1.9M	+$1.0M	2026-10-26
Wakefield Asset Management Lllp	INCREASED	65,246	38,235	+27,011	+71%	$1.0M	$1.8M	+$816.3K	2026-11-05
Braeburn Wealth Management LLC	NEW	63,386	—	+63,386	—	—	$1.8M	—	2026-10-15
Capital Wealth Alliance, LLC	DECREASED	54,755	117,942	-63,187	-54%	$3.1M	$1.5M	-$1.6M	2026-10-20
Mesirow Financial Investment Management, Inc.	DECREASED	52,243	54,314	-2,071	-4%	$1.4M	$1.5M	+$21.6K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	44,206	44,201	+5	+0%	$1.2M	$1.2M	+$65.1K	2026-11-02
Camelot Technology Advisors, Inc.	INCREASED	42,061	36,952	+5,109	+14%	$985.5K	$1.2M	+$198.1K	2026-10-09
Creative Financial Designs Inc	NEW	41,757	—	+41,757	—	—	$1.2M	—	2026-11-04
Ignite Planners, LLC	INCREASED	41,577	23,661	+17,916	+76%	$633.4K	$1.2M	+$536.6K	2026-10-14
Cambridge Investment Research Advisors, Inc.	INCREASED	39,938	24,916	+15,022	+60%	$665.0K	$1.1M	+$459.0K	2026-11-02
Barclays PLC	NEW	36,454	—	+36,454	—	—	$1.0M	—	2026-11-06
MGO One Seven LLC	DECREASED	35,549	41,464	-5,915	-14%	$1.1M	$1.0M	-$105.5K	2026-10-28
Capstone Capital Management Ltd	NEW	34,823	—	+34,823	—	—	$979.9K	—	2026-10-21
Atria Investments, Inc	INCREASED	31,584	27,338	+4,246	+16%	$729.1K	$888.8K	+$159.7K	2026-10-15
Duff & Phelps Investment Management Co	INCREASED	30,325	17,025	+13,300	+78%	$454.1K	$853.3K	+$399.3K	2026-11-06
Pekin Hardy Strauss, Inc.	INCREASED	28,055	27,555	+500	+2%	$734.9K	$789.5K	+$54.6K	2026-11-02
Moors & Cabot, Inc.	DECREASED	27,253	27,468	-215	-1%	$732.6K	$766.9K	+$34.3K	2026-11-06
Perigon Wealth Management, LLC	INCREASED	25,807	25,707	+100	+0%	$685.6K	$726.2K	+$40.6K	2026-10-22
Fifth Third Securities, Inc.	INCREASED	24,429	22,085	+2,344	+11%	$589.0K	$687.4K	+$98.4K	2026-10-21
Rossby Financial, LCC	INCREASED	22,450	21,450	+1,000	+5%	$572.1K	$631.7K	+$59.7K	2026-11-05
Fifth Third Bancorp	UNCHANGED	22,378	22,378	0	0%	$596.8K	$629.7K	+$32.9K	2026-11-05
VestGen Advisors, LLC	DECREASED	21,764	60,081	-38,317	-64%	$1.6M	$612.4K	-$989.9K	2026-10-27
Solstein Capital, LLC	INCREASED	21,025	20,523	+502	+2%	$547.3K	$591.6K	+$44.3K	2026-11-02
Carlson Financial, Inc.	DECREASED	20,954	21,249	-295	-1%	$567.0K	$589.6K	+$22.6K	2026-11-05
Citigroup Inc	INCREASED	20,953	1,422	+19,531	+1373%	$37.9K	$589.6K	+$551.7K	2026-11-04
Integrity Wealth Partners, LLC	NEW	20,085	—	+20,085	—	—	$565.2K	—	2026-10-14
M Holdings Securities, Inc.	INCREASED	17,508	17,207	+301	+2%	$452	$493.0K	+$492.5K	2026-11-03
Cornerstone Wealth Management, LLC	INCREASED	17,500	17,300	+200	+1%	$461.4K	$492.5K	+$31.1K	2026-11-04
Gemmer Asset Management LLC	DECREASED	16,305	45,221	-28,916	-64%	$1.2M	$458.8K	-$747.2K	2026-10-16
American State Bank (Iowa)	DECREASED	16,114	16,534	-420	-3%	$441.0K	$453.4K	+$12.5K	2026-11-03
Apollon Wealth Management, LLC	INCREASED	16,009	7,702	+8,307	+108%	$205.4K	$450.5K	+$245.1K	2026-10-23
Signal Advisors Wealth, LLC	UNCHANGED	15,632	15,632	0	0%	$416.9K	$439.9K	+$23.0K	2026-10-13
Westside Investment Management, Inc.	INCREASED	13,149	12,149	+1,000	+8%	$324.0K	$370.0K	+$46.0K	2026-11-02
MacKenzie Financial Corp	INCREASED	12,337	10,871	+1,466	+13%	$289.9K	$347.2K	+$57.2K	2026-11-02
Bluesphere Advisors LLC	UNCHANGED	12,160	12,160	0	0%	$324.3K	$342.2K	+$17.9K	2026-10-19
Weaver Consulting Group	UNCHANGED	12,129	12,129	0	0%	$323.5K	$341.3K	+$17.8K	2026-10-07
Creative Planning	DECREASED	12,053	12,967	-914	-7%	$345.8K	$339.2K	-$6.7K	2026-11-02
Vigilare Wealth Management	NEW	11,730	—	+11,730	—	—	$330.1K	—	2026-10-29
Hillcrest Wealth Advisors - NY, LLC	UNCHANGED	11,400	11,400	0	0%	$304.0K	$320.8K	+$16.8K	2026-10-22
Amplius Wealth Advisors, LLC	UNCHANGED	10,840	10,840	0	0%	$289.1K	$305.0K	+$15.9K	2026-10-20
ARS Investment Partners, LLC	UNCHANGED	10,495	10,495	0	0%	$279.9K	$295.3K	+$15.4K	2026-11-05
BOS Asset Management, LLC	UNCHANGED	8,482	8,482	0	0%	$226.2K	$238.7K	+$12.5K	2026-10-09
Triad Wealth Partners, LLC	UNCHANGED	8,406	8,406	0	0%	$233.6K	$236.5K	+$2.9K	2026-10-26
Avidian Wealth Enterprises, LLC	NEW	7,596	—	+7,596	—	—	$213.8K	—	2026-10-08
Cypress Capital Group	NEW	7,208	—	+7,208	—	—	$202.8K	—	2026-11-03
Mission Financial Group, LLC	NEW	7,150	—	+7,150	—	—	$201.2K	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	6,154	7,054	-900	-13%	$188.1K	$173.2K	-$15.0K	2026-10-08
Private Trust Co NA	UNCHANGED	4,400	4,400	0	0%	$117.3K	$123.8K	+$6.5K	2026-10-20
Harbor Investment Advisory, LLC	UNCHANGED	3,032	3,032	0	0%	$80.9K	$85.3K	+$4.5K	2026-10-13
Summit Securities Group LLC	NEW	3,000	—	+3,000	—	—	$84.4K	—	2026-11-05
PNC Financial Services Group, Inc.	DECREASED	2,426	2,815	-389	-14%	$75.1K	$68.3K	-$6.8K	2026-11-06
Canton Hathaway, LLC	INCREASED	2,061	2,050	+11	+1%	$54.7K	$58.0K	+$3.3K	2026-10-23
Clearstead Advisors, LLC	UNCHANGED	2,016	2,016	0	0%	$53.8K	$56.7K	+$3.0K	2026-11-06
Armstrong Advisory Group, Inc	UNCHANGED	1,565	1,565	0	0%	$41.7K	$44.0K	+$2.3K	2026-10-09
Larson Financial Group LLC	DECREASED	1,539	1,730	-191	-11%	$46.1K	$43.3K	-$2.8K	2026-11-05
IFP Advisors, Inc	UNCHANGED	1,194	1,194	0	0%	$31.8K	$33.6K	+$1.8K	2026-10-16
Allworth Financial LP	NEW	725	—	+725	—	—	$19.3K	—	2026-11-06
TD Waterhouse Canada Inc.	UNCHANGED	540	540	0	0%	$14.5K	$15.2K	+$684	2026-10-16
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	511	511	0	0%	$13.6K	$14.4K	+$752	2026-10-27
Lanark Financial, Inc.	UNCHANGED	500	500	0	0%	$13.3K	$14.1K	+$735	2026-10-26
Latitude Advisors, LLC	NEW	472	—	+472	—	—	$13.3K	—	2026-10-27
Spire Wealth Management	UNCHANGED	233	233	0	0%	$6.2K	$6.5K	+$342	2026-10-30
CX Institutional	NEW	229	—	+229	—	—	$6	—	2026-10-02
Murphy & Mullick Capital Management Corp	UNCHANGED	200	200	0	0%	$5.3K	$5.6K	+$294	2026-11-02
Silver Grove Financial Group, Inc.	NEW	198	—	+198	—	—	$5.6K	—	2026-11-05
Parallel Advisors, LLC	UNCHANGED	178	178	0	0%	$4.7K	$5.0K	+$262	2026-11-03
GK Wealth Management LLC	NEW	177	—	+177	—	—	$5.0K	—	2026-10-09
Asset Dedication, LLC	UNCHANGED	140	140	0	0%	$3.7K	$4.0K	+$207	2026-11-03
Gables Capital Management Inc.	UNCHANGED	50	50	0	0%	$1.3K	$1.4K	+$73	2026-11-04
EverSource Wealth Advisors, LLC	NEW	17	—	+17	—	—	$478	—	2026-11-04
Simplex Trading, LLC	CLOSED	0	136,182	-136,182	-100%	$3.6M	$0	-$3.6M	2026-11-04
Flagship Harbor Advisors, LLC	CLOSED	0	39,901	-39,901	-100%	$1.1M	$0	-$1.1M	2026-10-26
Matauro, LLC	CLOSED	0	25,107	-25,107	-100%	$669.6K	$0	-$669.6K	2026-11-03
Eastern Bank	CLOSED	0	12,997	-12,997	-100%	$346.6K	$0	-$346.6K	2026-10-05
Imc-Chicago, LLC	CLOSED	0	9,503	-9,503	-100%	$253.4K	$0	-$253.4K	2026-11-05
Trust Co of Toledo NA	CLOSED	0	5,457	-5,457	-100%	$145.5K	$0	-$145.5K	2026-10-16
AdvisorNet Financial, Inc	CLOSED	0	4,800	-4,800	-100%	$128.0K	$0	-$128.0K	2026-10-15
Institute for Wealth Management, Llc.	CLOSED	0	2,670	-2,670	-100%	$71.2K	$0	-$71.2K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	880	-880	-100%	$23.6K	$0	-$23.6K	2026-11-02
MCF Advisors LLC	CLOSED	0	300	-300	-100%	$8.0K	$0	-$8.0K	2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	53	-53	-100%	$1.4K	$0	-$1.4K	2026-10-14
Cape Investment Advisory, Inc.	CLOSED	0	52	-52	-100%	$1.4K	$0	-$1.4K	2026-10-13
Morgan Stanley	N/A	—	1,540,020	-1,540,020	-100%	$41.1M	—	—	—
Mizuho Bank, Ltd.	N/A	—	1,300,000	-1,300,000	-100%	$34.7M	—	—	—
Wells Fargo & Company	N/A	—	1,007,277	-1,007,277	-100%	$26.9M	—	—	—
Bank of America Corp	N/A	—	591,762	-591,762	-100%	$15.8M	—	—	—
1832 Asset Management L.P.	N/A	—	584,534	-584,534	-100%	$15.6M	—	—	—
JPMorgan Chase & Co	N/A	—	520,329	-520,329	-100%	$13.8M	—	—	—
HighTower Advisors, LLC	N/A	—	479,815	-479,815	-100%	$12.8M	—	—	—
Pinnbrook Capital Management LP	N/A	—	421,600	-421,600	-100%	$11.2M	—	—	—
Passaic Partners LLC	N/A	—	288,704	-288,704	-100%	$7.7M	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	274,547	-274,547	-100%	$7.3M	—	—	—
Royal Bank of Canada	N/A	—	207,456	-207,456	-100%	$5.5M	—	—	—
Ameriprise Financial Inc	N/A	—	202,567	-202,567	-100%	$5.4M	—	—	—
Deeter Investments LLP	N/A	—	200,000	-200,000	-100%	$5.3M	—	—	—
Proficio Capital Partners LLC	N/A	—	184,000	-184,000	-100%	$4.9M	—	—	—
Cetera Investment Advisers	N/A	—	170,635	-170,635	-100%	$4.6M	—	—	—
Group One Trading LLC	N/A	—	167,041	-167,041	-100%	$4.5M	—	—	—
UBS Group AG	N/A	—	164,648	-164,648	-100%	$4.4M	—	—	—
Advisory Services Network, LLC	N/A	—	137,706	-137,706	-100%	$3.7M	—	—	—
Private Wealth Advisors, LLC	N/A	—	135,783	-135,783	-100%	$3.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	122,341	-122,341	-100%	$3.3M	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	120,600	-120,600	-100%	$3.2M	—	—	—
Stifel Financial Corp	N/A	—	109,049	-109,049	-100%	$2.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	96,315	-96,315	-100%	$2.6M	—	—	—
Equitable Holdings, Inc.	N/A	—	86,033	-86,033	-100%	$2.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	80,038	-80,038	-100%	$2.1M	—	—	—
Raymond James Financial Inc	N/A	—	79,552	-79,552	-100%	$2.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	78,246	-78,246	-100%	$2.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	76,610	-76,610	-100%	$2.0M	—	—	—
PFG Investments, LLC	N/A	—	73,900	-73,900	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	69,334	-69,334	-100%	$1.8M	—	—	—
Lansing Street Advisors	N/A	—	48,180	-48,180	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	40,099	-40,099	-100%	$1.1M	—	—	—
Nwam LLC	N/A	—	39,500	-39,500	-100%	$1.1M	—	—	—
Galaxy Digital Inc.	N/A	—	37,439	-37,439	-100%	$998.5K	—	—	—
National Bank of Canada	N/A	—	36,153	-36,153	-100%	$964.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	31,842	-31,842	-100%	$849.2K	—	—	—
Daiichi Life International Holdings LLC	N/A	—	31,123	-31,123	-100%	$830.1K	—	—	—
Intellectus Partners, LLC	N/A	—	30,775	-30,775	-100%	$820.8K	—	—	—
Shay Capital LLC	N/A	—	30,000	-30,000	-100%	$800.1K	—	—	—
&partners	N/A	—	29,599	-29,599	-100%	$789.4K	—	—	—
Flow Traders U.S. LLC	N/A	—	27,228	-27,228	-100%	$726.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	26,168	-26,168	-100%	$697.9K	—	—	—
Focus Partners Wealth	N/A	—	26,167	-26,167	-100%	$697.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	24,821	-24,821	-100%	$662.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	22,961	-22,961	-100%	$612.4K	—	—	—
National Philanthropic Trust	N/A	—	21,179	-21,179	-100%	$564.8K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	19,050	-19,050	-100%	$508.1K	—	—	—
Compass Capital Corp	N/A	—	18,702	-18,702	-100%	$518.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	17,727	-17,727	-100%	$472.8K	—	—	—
MML Investors Services, LLC	N/A	—	16,916	-16,916	-100%	$451.2K	—	—	—
Arrowroot Family Office, LLC	N/A	—	15,007	-15,007	-100%	$400.2K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	14,915	-14,915	-100%	$397.8K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	14,691	-14,691	-100%	$391.8K	—	—	—
Tyche Wealth Partners LLC	N/A	—	14,206	-14,206	-100%	$378.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	13,112	-13,112	-100%	$349.7K	—	—	—
Sharp Wealth Advisory, LLC	N/A	—	12,950	-12,950	-100%	$345.4K	—	—	—
RWA Wealth Partners, LLC	N/A	—	12,583	-12,583	-100%	$335.6K	—	—	—
Clare Market Investments LLC	N/A	—	12,428	-12,428	-100%	$331.4K	—	—	—
HRT Financial LP	N/A	—	11,909	-11,909	-100%	$317.0K	—	—	—
Jane Street Group, LLC	N/A	—	11,459	-11,459	-100%	$305.6K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	10,868	-10,868	-100%	$289.9K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	10,510	-10,510	-100%	$280.3K	—	—	—
Mariner, LLC	N/A	—	10,456	-10,456	-100%	$278.9K	—	—	—
Marex Group Ltd	N/A	—	10,000	-10,000	-100%	$266.7K	—	—	—
Fiduciary Trust Co	N/A	—	10,000	-10,000	-100%	$266.7K	—	—	—
Blair William & Co	N/A	—	9,891	-9,891	-100%	$263.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	9,714	-9,714	-100%	$259.1K	—	—	—
BlueCrest Capital Management Ltd	N/A	—	9,235	-9,235	-100%	$246.3K	—	—	—
Parallax Volatility Advisers, L.P.	N/A	—	9,103	-9,103	-100%	$242.8K	—	—	—
Curi Capital, LLC	N/A	—	9,000	-9,000	-100%	$240.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,741	-8,741	-100%	$233.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,653	-8,653	-100%	$231.0K	—	—	—
Captrust Financial Advisors	N/A	—	8,464	-8,464	-100%	$225.7K	—	—	—
Wexford Capital LP	N/A	—	8,386	-8,386	-100%	$223.7K	—	—	—
Crewe Advisors LLC	N/A	—	6,048	-6,048	-100%	$161.3K	—	—	—
Bank of Montreal	N/A	—	6,038	-6,038	-100%	$161.0K	—	—	—
FMR LLC	N/A	—	3,192	-3,192	-100%	$85.1K	—	—	—
Bogart Wealth, LLC	N/A	—	3,000	-3,000	-100%	$80.0K	—	—	—
IFG Advisory, LLC	N/A	—	2,920	-2,920	-100%	$77.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,775	-2,775	-100%	$74.0K	—	—	—
Harbour Investments, Inc.	N/A	—	2,720	-2,720	-100%	$72.5K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	2,412	-2,412	-100%	$64.3K	—	—	—
Picton Mahoney Asset Management	N/A	—	2,170	-2,170	-100%	$57.9K	—	—	—
IMA Advisory Services, Inc.	N/A	—	1,533	-1,533	-100%	$40.9K	—	—	—
BFC Planning, Inc.	N/A	—	1,288	-1,288	-100%	$34.3K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	1,000	-1,000	-100%	$26.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	688	-688	-100%	$18.3K	—	—	—
Tacita Capital Inc	N/A	—	600	-600	-100%	$16.0K	—	—	—
Ancora Advisors LLCA	N/A	—	100	-100	-100%	$2.7K	—	—	—
Luminist Capital LLC	N/A	—	100	-100	-100%	$2.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	80	-80	-100%	$2.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	25	-25	-100%	$667	—	—	—
Quantum Portfolio Management LLC	N/A	—	6	-6	-100%	$160	—	—	—
Arax Advisory Partners	N/A	—	2	-2	-100%	$53	—	—	—

Showing 185 of 185 institutions