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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
INCREASED
Shares1,026,597 from 476,282
Change+550,315 (+116%)
Value$69.4M (+$40.5M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares351,917 from 338,105
Change+13,812 (+4%)
Value$23.8M (+$3.3M)
Filed 2026-11-06
Howland Capital Management LLC
NEW
Shares92,464
Change+92,464
Value$6.3M
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares64,021 from 44,869
Change+19,152 (+43%)
Value$4.3M (+$1.6M)
Filed 2026-11-04
Crosspoint Financial, LLC
DECREASED
Shares45,930 from 46,680
Change-750 (-2%)
Value$3.1M (+$271.8K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares42,591 from 40,957
Change+1,634 (+4%)
Value$2.9M (+$393.5K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares40,251 from 47,456
Change-7,205 (-15%)
Value$2.7M (-$159.3K)
Filed 2026-10-28
Rainier Family Wealth Inc
DECREASED
Shares34,240 from 35,395
Change-1,155 (-3%)
Value$2.3M (+$166.5K)
Filed 2026-11-02
Kassira Wealth Management LLC
DECREASED
Shares26,224 from 26,368
Change-144 (-1%)
Value$1.8M (+$172.5K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
DECREASED
Shares25,320 from 28,030
Change-2,710 (-10%)
Value$1.7M (+$10.4K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares25,245 from 28,285
Change-3,040 (-11%)
Value$1.7M (-$10.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,343 from 20,791
Change+3,552 (+17%)
Value$1.6K (-$1.3M)
Filed 2026-11-02
Solutions 4 Wealth, Ltd
UNCHANGED
Shares21,712 from 21,712
Change0 (0%)
Value$1.5M (+$150.0K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares21,529 from 18,689
Change+2,840 (+15%)
Value$1.5M (+$321.2K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
NEW
Shares20,780
Change+20,780
Value$1.4M
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares19,299 from 19,126
Change+173 (+1%)
Value$1.3M (+$143.9K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares19,179 from 9,785
Change+9,394 (+96%)
Value$1.3M (+$702.8K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares19,003 from 18,250
Change+753 (+4%)
Value$1.4M (+$247.7K)
Filed 2026-10-13
POM Investment Strategies, LLC
INCREASED
Shares18,211 from 14,986
Change+3,225 (+22%)
Value$1.2M (+$321.6K)
Filed 2026-10-20
Dara Capital US, Inc.
UNCHANGED
Shares17,115 from 17,115
Change0 (0%)
Value$1.2M (+$118.3K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares15,518 from 15,229
Change+289 (+2%)
Value$1.0M (+$124.8K)
Filed 2026-11-02
Naples Global Advisors, LLC
UNCHANGED
Shares15,505 from 15,505
Change0 (0%)
Value$1.0M (+$107.1K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares15,180 from 15,160
Change+20 (+0%)
Value$1.0M (+$106.1K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
UNCHANGED
Shares13,551 from 13,551
Change0 (0%)
Value$1.0M (+$204.8K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares13,404 from 11,928
Change+1,476 (+12%)
Value$906.3K (+$182.2K)
Filed 2026-10-30
Visionary Wealth Advisors
DECREASED
Shares13,063 from 13,825
Change-762 (-6%)
Value$883.3K (+$44.0K)
Filed 2026-11-04
Ignite Planners, LLC
NEW
Shares11,828
Change+11,828
Value$799.8K
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares10,619 from 9,850
Change+769 (+8%)
Value$718.0K (+$120.0K)
Filed 2026-11-06
Waldron Private Wealth LLC
INCREASED
Shares10,368 from 10,245
Change+123 (+1%)
Value$701.1K (+$79.1K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares8,832 from 10,327
Change-1,495 (-14%)
Value$597.2K (-$29.7K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares8,602 from 8,602
Change0 (0%)
Value$581.7K (+$59.4K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares8,263 from 7,014
Change+1,249 (+18%)
Value$558.7K (+$132.9K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares8,059 from 7,905
Change+154 (+2%)
Value$545 (+$65)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares7,849 from 7,849
Change0 (0%)
Value$530.7K (+$54.2K)
Filed 2026-10-20
10Elms LLP
DECREASED
Shares7,199 from 7,207
Change-8 (0%)
Value$486.8K (+$49.3K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares6,730 from 6,859
Change-129 (-2%)
Value$455.1K (+$38.7K)
Filed 2026-10-14
Vontobel Holding Ltd.
NEW
Shares6,725
Change+6,725
Value$454.7K
Filed 2026-10-16
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares6,365 from 6,365
Change0 (0%)
Value$430.4K (+$44.0K)
Filed 2026-10-14
Purus Wealth Management, LLC
INCREASED
Shares6,038 from 6,013
Change+25 (+0%)
Value$408.3K (+$43.2K)
Filed 2026-10-15
Regatta Capital Group, LLC
NEW
Shares5,960
Change+5,960
Value$403.0K
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares5,899 from 4,766
Change+1,133 (+24%)
Value$398.9K (+$109.5K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares4,303 from 4,659
Change-356 (-8%)
Value$291.0K (+$8.1K)
Filed 2026-10-23
Portland Financial Advisors Inc
DECREASED
Shares4,259 from 4,333
Change-74 (-2%)
Value$288.0K (+$24.9K)
Filed 2026-10-26
Opus Financial Solutions LLC
UNCHANGED
Shares4,156 from 4,156
Change0 (0%)
Value$281.0K (+$28.7K)
Filed 2026-11-06
Bulwark Capital Corp
UNCHANGED
Shares4,085 from 4,085
Change0 (0%)
Value$276.2K (+$28.2K)
Filed 2026-10-13
Cora Capital Advisors LLC
DECREASED
Shares4,007 from 4,149
Change-142 (-3%)
Value$271.0K (+$19.1K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
NEW
Shares3,954
Change+3,954
Value$267.4K
Filed 2026-10-16
Valmark Advisers, Inc.
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$255.6K (+$26.1K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares3,751 from 3,820
Change-69 (-2%)
Value$253.7K (+$21.7K)
Filed 2026-10-30
Thrivent Financial for Lutherans
UNCHANGED
Shares3,502 from 3,502
Change0 (0%)
Value$237.0K (+$24.0K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
NEW
Shares3,417
Change+3,417
Value$231.1K
Filed 2026-10-28
Novem Group
DECREASED
Shares3,341 from 3,433
Change-92 (-3%)
Value$225.9K (+$17.5K)
Filed 2026-10-19
Focus Financial Network, Inc.
NEW
Shares3,320
Change+3,320
Value$224.5K
Filed 2026-10-14
Valeo Financial Advisors, LLC
NEW
Shares3,197
Change+3,197
Value$216.2K
Filed 2026-10-08
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares3,142 from 3,706
Change-564 (-15%)
Value$212.5K (-$12.5K)
Filed 2026-10-26
Mascagni Wealth Management, Inc.
DECREASED
Shares3,054 from 3,441
Change-387 (-11%)
Value$206.5K (-$2.4K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
NEW
Shares3,045
Change+3,045
Value$205.9K
Filed 2026-10-29
Amundi
DECREASED
Shares2,959 from 5,919
Change-2,960 (-50%)
Value$200.1K (-$159.3K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares2,116 from 2,051
Change+65 (+3%)
Value$143.1K (+$18.6K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$137.9K (+$14.1K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,000 from 1,913
Change+87 (+5%)
Value$135.2K (+$19.1K)
Filed 2026-10-29
AlphaCore Capital LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$120.0K (+$12.3K)
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares1,555 from 1,465
Change+90 (+6%)
Value$105.1K (+$16.2K)
Filed 2026-10-02
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$102.2K (+$10.4K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares1,505
Change+1,505
Value$101.8K
Filed 2026-11-02
Y.D. More Investments Ltd
DECREASED
Shares1,410 from 1,895
Change-485 (-26%)
Value$95.2K (-$19.7K)
Filed 2026-11-02
Activest Wealth Management
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$88.4K (+$9.0K)
Filed 2026-10-15
Cullen T Bankers, Inc.
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$83.4K (+$8.5K)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$67.6K (+$6.9K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares990 from 1,493
Change-503 (-34%)
Value$66.9K (-$23.7K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares916
Change+916
Value$61.9K
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares812 from 873
Change-61 (-7%)
Value$54.9K (+$1.9K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares799 from 1,785
Change-986 (-55%)
Value$54.0K (-$54.3K)
Filed 2026-11-06
Key Capital Management, Inc
DECREASED
Shares703 from 732
Change-29 (-4%)
Value$47.5K (+$3.1K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares668 from 342
Change+326 (+95%)
Value$45.2K (+$24.4K)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$40.9K (+$4.2K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$34.0K ($0)
Filed 2026-11-06
Coston, McIsaac & Partners
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$36.5K (+$36.5K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares528 from 303
Change+225 (+74%)
Value$35.7K (+$17.3K)
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares445
Change+445
Value$30.1K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$28.4K (+$2.9K)
Filed 2026-11-04
Montgomery Financial Services LLC
DECREASED
Shares346 from 428
Change-82 (-19%)
Value$23.4K (-$2.6K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares325
Change+325
Value$22.0K
Filed 2026-10-28
IAG Wealth Partners, LLC
NEW
Shares325
Change+325
Value$22.0K
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$20.9K (+$2.1K)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.3K (+$2.1K)
Filed 2026-11-05
Monetary Solutions, Ltd
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$16.9K (+$1.7K)
Filed 2026-10-22
Evolution Wealth Management Inc.
NEW
Shares222
Change+222
Value$15.0K
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares221
Change+221
Value$14.9K
Filed 2026-11-06
Bfsg, LLC
DECREASED
Shares214 from 237
Change-23 (-10%)
Value$14.5K (+$84)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (+$1.4K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (+$1.4K)
Filed 2026-10-06
Fifth Third Bancorp
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$11.6K (+$1.2K)
Filed 2026-11-05
Networth Advisors, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$10.3K (+$1.1K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$7.4K (+$753)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares106 from 104
Change+2 (+2%)
Value$7.2K (+$854)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$6.3K (+$643)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares85 from 115
Change-30 (-26%)
Value$5.7K (-$1.2K)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$4.3K (+$435)
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.2K (+$327)
Filed 2026-10-08
West Paces Advisors Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.8K (+$290)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.4K (+$200)
Filed 2026-10-26
Russell Investments Group, Ltd.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$609 (+$63)
Filed 2026-11-06
Parkside Financial Bank & Trust
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$541 (+$55)
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$284
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$9.2K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-15
Roxbury Financial LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$102)
Filed 2026-10-01
GHP Investment Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 1,635,100
Change-1,635,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 354,620
Change-354,620 (-100%)
Value—
UBS Group AG
N/A
Shares— from 300,317
Change-300,317 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 288,965
Change-288,965 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 141,909
Change-141,909 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 129,319
Change-129,319 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 93,976
Change-93,976 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89,831
Change-89,831 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,590
Change-68,590 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,996
Change-65,996 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,427
Change-57,427 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 48,935
Change-48,935 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 47,878
Change-47,878 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 46,046
Change-46,046 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 45,920
Change-45,920 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 44,196
Change-44,196 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,719
Change-37,719 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 32,723
Change-32,723 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 32,085
Change-32,085 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 31,692
Change-31,692 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 30,652
Change-30,652 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,152
Change-30,152 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,994
Change-29,994 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,705
Change-20,705 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,874
Change-16,874 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 14,140
Change-14,140 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
&partners
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,419
Change-5,419 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 485
Change-485 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 444
Change-444 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 152
Change-152 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
BNP Paribas
N/A
Shares— from 78
Change-78 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
Annex Advisory Services, LLC
INCREASED1,026,597476,282+550,315+116%$28.9M$69.4M+$40.5M2026-10-16
LPL Financial LLC
INCREASED351,917338,105+13,812+4%$20.5M$23.8M+$3.3M2026-11-06
Howland Capital Management LLC
NEW92,464—+92,464——$6.3M—2026-10-22
Lido Advisors, LLC
INCREASED64,02144,869+19,152+43%$2.7M$4.3M+$1.6M2026-11-04
Crosspoint Financial, LLC
DECREASED45,93046,680-750-2%$2.8M$3.1M+$271.8K2026-11-03
Commonwealth Equity Services, LLC
INCREASED42,59140,957+1,634+4%$2.5M$2.9M+$393.5K2026-11-02
Aprio Wealth Management, LLC
DECREASED40,25147,456-7,205-15%$2.9M$2.7M-$159.3K2026-10-28
Rainier Family Wealth Inc
DECREASED34,24035,395-1,155-3%$2.1M$2.3M+$166.5K2026-11-02
Kassira Wealth Management LLC
DECREASED26,22426,368-144-1%$1.6M$1.8M+$172.5K2026-10-28
Crescent Grove Advisors, LLC
DECREASED25,32028,030-2,710-10%$1.7M$1.7M+$10.4K2026-10-21
Csenge Advisory Group
DECREASED25,24528,285-3,040-11%$1.7M$1.7M-$10.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED24,34320,791+3,552+17%$1.3M$1.6K-$1.3M2026-11-02
Solutions 4 Wealth, Ltd
UNCHANGED21,71221,71200%$1.3M$1.5M+$150.0K2026-11-03
Titleist Asset Management, LLC
INCREASED21,52918,689+2,840+15%$1.1M$1.5M+$321.2K2026-10-08
B. Riley Wealth Advisors, Inc.
NEW20,780—+20,780——$1.4M—2026-10-13
Wealthcare Advisory Partners LLC
INCREASED19,29919,126+173+1%$1.2M$1.3M+$143.9K2026-10-21
Kingdom Financial Group Llc.
INCREASED19,1799,785+9,394+96%$594.0K$1.3M+$702.8K2026-11-04
Krilogy Financial LLC
INCREASED19,00318,250+753+4%$1.1M$1.4M+$247.7K2026-10-13
POM Investment Strategies, LLC
INCREASED18,21114,986+3,225+22%$909.8K$1.2M+$321.6K2026-10-20
Dara Capital US, Inc.
UNCHANGED17,11517,11500%$1.0M$1.2M+$118.3K2026-10-29
Creative Planning
INCREASED15,51815,229+289+2%$924.6K$1.0M+$124.8K2026-11-02
Naples Global Advisors, LLC
UNCHANGED15,50515,50500%$941.3K$1.0M+$107.1K2026-11-05
Ellis Investment Partners, LLC
INCREASED15,18015,160+20+0%$920.4K$1.0M+$106.1K2026-10-21
Chicago Partners Investment Group LLC
UNCHANGED13,55113,55100%$798.0K$1.0M+$204.8K2026-10-27
Truist Financial Corp
INCREASED13,40411,928+1,476+12%$724.1K$906.3K+$182.2K2026-10-30
Visionary Wealth Advisors
DECREASED13,06313,825-762-6%$839.3K$883.3K+$44.0K2026-11-04
Ignite Planners, LLC
NEW11,828—+11,828——$799.8K—2026-10-14
Warner Financial, Inc
INCREASED10,6199,850+769+8%$598.0K$718.0K+$120.0K2026-11-06
Waldron Private Wealth LLC
INCREASED10,36810,245+123+1%$622.0K$701.1K+$79.1K2026-11-02
Centurion Wealth Management LLC
DECREASED8,83210,327-1,495-14%$627.0K$597.2K-$29.7K2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED8,6028,60200%$522.2K$581.7K+$59.4K2026-10-26
Kestra Advisory Services, LLC
INCREASED8,2637,014+1,249+18%$425.8K$558.7K+$132.9K2026-11-02
Capital Advisors, Ltd. LLC
INCREASED8,0597,905+154+2%$480$545+$652026-10-27
City State Bank
UNCHANGED7,8497,84900%$476.5K$530.7K+$54.2K2026-10-20
10Elms LLP
DECREASED7,1997,207-80%$437.6K$486.8K+$49.3K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED6,7306,859-129-2%$416.4K$455.1K+$38.7K2026-10-14
Vontobel Holding Ltd.
NEW6,725—+6,725——$454.7K—2026-10-16
Virginia Wealth Management Group, Inc.
UNCHANGED6,3656,36500%$386.4K$430.4K+$44.0K2026-10-14
Purus Wealth Management, LLC
INCREASED6,0386,013+25+0%$365.1K$408.3K+$43.2K2026-10-15
Regatta Capital Group, LLC
NEW5,960—+5,960——$403.0K—2026-10-23
Farther Finance Advisors, LLC
INCREASED5,8994,766+1,133+24%$289.3K$398.9K+$109.5K2026-10-08
Sowell Financial Services LLC
DECREASED4,3034,659-356-8%$282.9K$291.0K+$8.1K2026-10-23
Portland Financial Advisors Inc
DECREASED4,2594,333-74-2%$263.1K$288.0K+$24.9K2026-10-26
Opus Financial Solutions LLC
UNCHANGED4,1564,15600%$252.3K$281.0K+$28.7K2026-11-06
Bulwark Capital Corp
UNCHANGED4,0854,08500%$248.0K$276.2K+$28.2K2026-10-13
Cora Capital Advisors LLC
DECREASED4,0074,149-142-3%$251.9K$271.0K+$19.1K2026-11-02
WealthBridge Capital Management, LLC
NEW3,954—+3,954——$267.4K—2026-10-16
Valmark Advisers, Inc.
UNCHANGED3,7803,78000%$229.5K$255.6K+$26.1K2026-11-06
Spire Wealth Management
DECREASED3,7513,820-69-2%$231.9K$253.7K+$21.7K2026-10-30
Thrivent Financial for Lutherans
UNCHANGED3,5023,50200%$213.0K$237.0K+$24.0K2026-11-05
Clear Creek Financial Management, LLC
NEW3,417—+3,417——$231.1K—2026-10-28
Novem Group
DECREASED3,3413,433-92-3%$208.4K$225.9K+$17.5K2026-10-19
Focus Financial Network, Inc.
NEW3,320—+3,320——$224.5K—2026-10-14
Valeo Financial Advisors, LLC
NEW3,197—+3,197——$216.2K—2026-10-08
B.O.S.S. Retirement Advisors, LLC
DECREASED3,1423,706-564-15%$225.0K$212.5K-$12.5K2026-10-26
Mascagni Wealth Management, Inc.
DECREASED3,0543,441-387-11%$208.9K$206.5K-$2.4K2026-10-23
Woodmont Investment Counsel LLC
NEW3,045—+3,045——$205.9K—2026-10-29
Amundi
DECREASED2,9595,919-2,960-50%$359.3K$200.1K-$159.3K2026-11-06
IFP Advisors, Inc
INCREASED2,1162,051+65+3%$124.5K$143.1K+$18.6K2026-10-16
US Bancorp \de\
UNCHANGED2,0402,04000%$123.8K$137.9K+$14.1K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED2,0001,913+87+5%$116.1K$135.2K+$19.1K2026-10-29
AlphaCore Capital LLC
UNCHANGED1,7751,77500%$107.8K$120.0K+$12.3K2026-11-04
Planning Strategies Inc.
INCREASED1,5551,465+90+6%$88.9K$105.1K+$16.2K2026-10-02
Ashton Thomas Private Wealth, LLC
UNCHANGED1,5111,51100%$91.7K$102.2K+$10.4K2026-11-03
Heritage Family Offices, LLP
NEW1,505—+1,505——$101.8K—2026-11-02
Y.D. More Investments Ltd
DECREASED1,4101,895-485-26%$114.9K$95.2K-$19.7K2026-11-02
Activest Wealth Management
UNCHANGED1,3071,30700%$79.3K$88.4K+$9.0K2026-10-15
Cullen T Bankers, Inc.
UNCHANGED1,2331,23300%$74.9K$83.4K+$8.5K2026-10-28
City Holding Co
UNCHANGED1,0001,00000%$60.7K$67.6K+$6.9K2026-10-19
Triumph Capital Management
DECREASED9901,493-503-34%$90.6K$66.9K-$23.7K2026-10-14
Latitude Advisors, LLC
NEW916—+916——$61.9K—2026-10-27
Raleigh Capital Management Inc.
DECREASED812873-61-7%$53.0K$54.9K+$1.9K2026-10-28
Clearstead Advisors, LLC
DECREASED7991,785-986-55%$108.3K$54.0K-$54.3K2026-11-06
Key Capital Management, Inc
DECREASED703732-29-4%$44.4K$47.5K+$3.1K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED668342+326+95%$20.8K$45.2K+$24.4K2026-10-30
Parallel Advisors, LLC
UNCHANGED60560500%$36.7K$40.9K+$4.2K2026-11-03
Allworth Financial LP
UNCHANGED56156100%$34.0K$34.0K$02026-11-06
Coston, McIsaac & Partners
UNCHANGED54054000%$32$36.5K+$36.5K2026-11-06
PNC Financial Services Group, Inc.
INCREASED528303+225+74%$18.4K$35.7K+$17.3K2026-11-06
Simplex Trading, LLC
NEW445—+445——$30.1K—2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED42042000%$25.5K$28.4K+$2.9K2026-11-04
Montgomery Financial Services LLC
DECREASED346428-82-19%$26.0K$23.4K-$2.6K2026-11-03
Financial Network Wealth Advisors LLC
NEW325—+325——$22.0K—2026-10-28
IAG Wealth Partners, LLC
NEW325—+325——$22.0K—2026-11-06
Lanark Financial, Inc.
UNCHANGED30930900%$18.8K$20.9K+$2.1K2026-10-26
Evermay Wealth Management LLC
UNCHANGED30030000%$18.2K$20.3K+$2.1K2026-11-05
Monetary Solutions, Ltd
UNCHANGED25025000%$15.2K$16.9K+$1.7K2026-10-22
Evolution Wealth Management Inc.
NEW222—+222——$15.0K—2026-10-28
Rothwell Investment Advisors, LLC
NEW221—+221——$14.9K—2026-11-06
Bfsg, LLC
DECREASED214237-23-10%$14.4K$14.5K+$842026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED20020000%$12.2K$13.5K+$1.4K2026-10-30
Bank of New Hampshire
UNCHANGED20020000%$12.1K$13.5K+$1.4K2026-10-06
Fifth Third Bancorp
UNCHANGED17117100%$10.4K$11.6K+$1.2K2026-11-05
Networth Advisors, LLC
UNCHANGED15315300%$9.3K$10.3K+$1.1K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED10910900%$6.6K$7.4K+$7532026-10-28
Rossby Financial, LCC
INCREASED106104+2+2%$6.3K$7.2K+$8542026-11-05
Larson Financial Group LLC
UNCHANGED939300%$5.6K$6.3K+$6432026-11-05
Signaturefd, LLC
DECREASED85115-30-26%$7.0K$5.7K-$1.2K2026-10-23
Mascoma Wealth Management LLC
UNCHANGED636300%$3.8K$4.3K+$4352026-10-23
CoreCap Advisors, LLC
UNCHANGED474700%$2.9K$3.2K+$3272026-10-08
West Paces Advisors Inc.
UNCHANGED424200%$2.6K$2.8K+$2902026-10-13
Oakworth Capital, Inc.
UNCHANGED353500%$2.2K$2.4K+$2002026-10-26
Russell Investments Group, Ltd.
UNCHANGED9900%$546$609+$632026-11-06
Parkside Financial Bank & Trust
UNCHANGED8800%$486$541+$552026-10-27
Blue Trust, Inc.
NEW4—+4——$284—2026-10-15
International Assets Investment Management, LLC
CLOSED0285-285-100%$17.6K$0-$17.6K2026-11-02
Obsidian CIO, LLC
CLOSED0151-151-100%$9.2K$0-$9.2K2026-11-05
LifeSteps Financial, Inc.
CLOSED040-40-100%$2.4K$0-$2.4K2026-10-15
Roxbury Financial LLC
CLOSED02-2-100%$102$0-$1022026-10-01
GHP Investment Advisors, Inc.
UNCHANGED000—$2$2$02026-10-15
Bank of America Corp
N/A—1,635,100-1,635,100-100%$99.3M———
Morgan Stanley
N/A—354,620-354,620-100%$21.5M———
UBS Group AG
N/A—300,317-300,317-100%$18.2M———
Wharton Business Group, LLC
N/A—288,965-288,965-100%$17.5M———
Royal Bank of Canada
N/A—141,909-141,909-100%$8.6M———
Scotia Capital Inc.
N/A—129,319-129,319-100%$7.9M———
Nelson Capital Management, LLC
N/A—93,976-93,976-100%$5.7M———
Jones Financial Companies Lllp
N/A—89,831-89,831-100%$5.1M———
Goldman Sachs Group Inc
N/A—68,590-68,590-100%$4.2M———
Raymond James Financial Inc
N/A—65,996-65,996-100%$4.0M———
Stifel Financial Corp
N/A—57,427-57,427-100%$3.5M———
1 North Wealth Services LLC
N/A—48,935-48,935-100%$3.0M———
NorthRock Partners, LLC
N/A—47,878-47,878-100%$2.9M———
AE Wealth Management LLC
N/A—46,046-46,046-100%$2.8M———
Janney Montgomery Scott LLC
N/A—45,920-45,920-100%$2.8M———
Gladstone Institutional Advisory LLC
N/A—44,196-44,196-100%$2.7M———
Osaic Holdings, Inc.
N/A—37,719-37,719-100%$2.3M———
Stenham Asset Management Ltd
N/A—32,723-32,723-100%$2.0M———
Private Advisor Group, LLC
N/A—32,085-32,085-100%$1.9M———
Mark Sheptoff Financial Planning, LLC
N/A—31,692-31,692-100%$1.9M———
GTS Securities LLC
N/A—30,652-30,652-100%$1.9M———
Baird Financial Group, Inc.
N/A—30,152-30,152-100%$1.8M———
Cetera Investment Advisers
N/A—29,994-29,994-100%$1.8M———
MML Investors Services, LLC
N/A—20,705-20,705-100%$1.3M———
Susquehanna International Group, LLP
N/A—19,586-19,586-100%$1.2M———
Ameriprise Financial Inc
N/A—16,874-16,874-100%$1.0M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—15,000-15,000-100%$910.6K———
Steward Partners Investment Advisory, LLC
N/A—14,709-14,709-100%$893.0K———
Pacific SUN Financial Corp
N/A—14,140-14,140-100%$858.4K———
Northwestern Mutual Wealth Management Co
N/A—13,815-13,815-100%$838.7K———
Mariner, LLC
N/A—13,090-13,090-100%$794.7K———
Kovack Advisors, Inc.
N/A—11,679-11,679-100%$711.4K———
HRT Financial LP
N/A—11,393-11,393-100%$691.0K———
Rockefeller Capital Management L.P.
N/A—11,062-11,062-100%$671.6K———
Global Retirement Partners, LLC
N/A—11,047-11,047-100%$670.7K———
HighTower Advisors, LLC
N/A—10,547-10,547-100%$640.3K———
Pinebridge Investments LLC
N/A—10,150-10,150-100%$616.2K———
&partners
N/A—9,961-9,961-100%$604.7K———
Silver OAK Securities, Incorporated
N/A—9,177-9,177-100%$557.1K———
IEQ Capital, LLC
N/A—8,525-8,525-100%$517.6K———
Envestnet Asset Management Inc
N/A—7,423-7,423-100%$450.6K———
Bank of Montreal
N/A—6,994-6,994-100%$424.6K———
Kintra Wealth, LLC
N/A—6,329-6,329-100%$432.6K———
Western Wealth Management, LLC
N/A—6,108-6,108-100%$370.8K———
Retirement Capital Strategies
N/A—6,015-6,015-100%$365.2K———
World Investment Advisors
N/A—5,539-5,539-100%$241.8K———
Northern Trust Corp
N/A—5,419-5,419-100%$329.0K———
Integrated Wealth Concepts LLC
N/A—5,314-5,314-100%$322.6K———
J. Mark Nickell & Co.
N/A—4,971-4,971-100%$301.8K———
Tidal Investments LLC
N/A—4,808-4,808-100%$291.9K———
Trexquant Investment LP
N/A—4,639-4,639-100%$281.6K———
Forum Private Client Group LLC
N/A—4,117-4,117-100%$249.9K———
PFG Investments, LLC
N/A—4,041-4,041-100%$245.3K———
Sierra Capital LLC
N/A—4,040-4,040-100%$245.3K———
LRI Investments, LLC
N/A—3,900-3,900-100%$236.8K———
Retirement Planning Group, LLC / NY
N/A—3,878-3,878-100%$235.4K———
Federation des caisses Desjardins du Quebec
N/A—3,671-3,671-100%$222.8K———
Cresset Asset Management, LLC
N/A—3,554-3,554-100%$215.8K———
Clark Capital Management Group, Inc.
N/A—3,456-3,456-100%$209.8K———
UBS Asset Management Americas LLC
N/A—3,425-3,425-100%$207.9K———
BNP Paribas Financial Markets
N/A—3,355-3,355-100%$203.7K———
Brown Advisory Inc
N/A—3,300-3,300-100%$200.3K———
FMR LLC
N/A—3,145-3,145-100%$190.9K———
Anchor Investment Management, LLC
N/A—2,898-2,898-100%$175.9K———
Arax Advisory Partners
N/A—2,400-2,400-100%$145.7K———
Centaurus Financial, Inc.
N/A—2,300-2,300-100%$140.0K———
Wells Fargo & Company
N/A—2,162-2,162-100%$131.3K———
Bessemer Group Inc
N/A—1,490-1,490-100%$90.0K———
Harbour Investments, Inc.
N/A—999-999-100%$60.6K———
NewEdge Advisors, LLC
N/A—961-961-100%$58.3K———
Smithfield Trust Co
N/A—485-485-100%$29———
JPMorgan Chase & Co
N/A—444-444-100%$26.4K———
O'shaughnessy Asset Management, LLC
N/A—373-373-100%$22.6K———
Strategic Wealth Partners, Ltd.
N/A—350-350-100%$21.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—276-276-100%$16.7K———
BFC Planning, Inc.
N/A—276-276-100%$16.7K———
IFG Advisory, LLC
N/A—238-238-100%$14.4K———
Geneos Wealth Management Inc.
N/A—152-152-100%$9.2K———
Brown Brothers Harriman & Co
N/A—150-150-100%$9.1K———
SOA Wealth Advisors, Llc.
N/A—125-125-100%$7.6K———
Minot DeBlois Advisors LLC
N/A—115-115-100%$7.0K———
Graney & King, LLC
N/A—112-112-100%$6.8K———
Gould Capital, LLC
N/A—104-104-100%$6.3K———
Keating Financial Advisory Services, Inc.
N/A—90-90-100%$5.5K———
BNP Paribas
N/A—78-78-100%$4.7K———
VSM Wealth Advisory, LLC
N/A—74-74-100%$4.5K———
Anchor Bay Capital, Inc.
N/A—70-70-100%$4.7K———
Richard W. Paul & Associates, LLC
N/A—39-39-100%$2.4K———
BlackRock, Inc.
N/A—22-22-100%$1.3K———
Glassman Wealth Services
N/A—22-22-100%$1.3K———
Showing 200 of 200 institutions