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Ishares 20+ Bond Buywrite (TLTW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
NEW
Shares2,116,300
Change+2,116,300
Value$42.9M
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares1,281,190 from 1,423,267
Change-142,077 (-10%)
Value$26.0M (-$5.8M)
Filed 2026-11-06
Traphagen Investment Advisors LLC
INCREASED
Shares631,853 from 345,355
Change+286,498 (+83%)
Value$12.8M (+$5.1M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares449,918 from 414,923
Change+34,995 (+8%)
Value$9.1M (-$149.5K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares394,309 from 146,099
Change+248,210 (+170%)
Value$8.0M (+$4.7M)
Filed 2026-10-08
Principal Financial Group Inc
INCREASED
Shares374,399 from 296,050
Change+78,349 (+26%)
Value$7.6M (+$975.3K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
NEW
Shares361,229
Change+361,229
Value$7.3M
Filed 2026-10-07
Bank of New York Mellon Corp
INCREASED
Shares316,569 from 233,591
Change+82,978 (+36%)
Value$6.4M (+$1.2M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares265,742 from 301,496
Change-35,754 (-12%)
Value$5.3M (-$1.2M)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares256,063 from 111,429
Change+144,634 (+130%)
Value$5.2M (+$2.7M)
Filed 2026-10-14
Ascentis Independent Advisors
INCREASED
Shares242,395 from 84,320
Change+158,075 (+187%)
Value$4.9M (+$3.0M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares238,784 from 36,713
Change+202,071 (+550%)
Value$4.8M (+$4.0M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares215,422 from 206,900
Change+8,522 (+4%)
Value$4.4M (-$255.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares179,565 from 202,029
Change-22,464 (-11%)
Value$3.6K (-$4.5M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares159,686 from 160,408
Change-722 (0%)
Value$3.2M (-$346.7K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares158,063 from 149,948
Change+8,115 (+5%)
Value$3.2M (-$145.9K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares143,406 from 135,889
Change+7,517 (+6%)
Value$2.9M (-$128.9K)
Filed 2026-10-09
Oppenheimer & Co Inc
INCREASED
Shares140,443 from 125,611
Change+14,832 (+12%)
Value$2.8M (+$40.6K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares130,085 from 131,033
Change-948 (-1%)
Value$2.6M (-$290.4K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares114,954 from 113,843
Change+1,111 (+1%)
Value$2.3M (-$213.1K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares113,011 from 112,393
Change+618 (+1%)
Value$2.3M (-$220.1K)
Filed 2026-10-23
Apollon Wealth Management, LLC
NEW
Shares112,665
Change+112,665
Value$2.3M
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares89,223 from 102,632
Change-13,409 (-13%)
Value$1.8M (-$466.1K)
Filed 2026-10-08
Sovran Advisors, LLC
DECREASED
Shares79,276 from 82,121
Change-2,845 (-3%)
Value$1.7M (-$118.2K)
Filed 2026-11-02
Alpine Bank Wealth Management
INCREASED
Shares76,116 from 75,497
Change+619 (+1%)
Value$1.5M (-$143.7K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares68,328 from 60,279
Change+8,049 (+13%)
Value$1.4M (+$38.4K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares63,526 from 67,367
Change-3,841 (-6%)
Value$1.3M (-$217.3K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares57,612 from 57,832
Change-220 (0%)
Value$1.2K (-$1.3M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares44,106 from 47,796
Change-3,690 (-8%)
Value$894.0K (-$173.7K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares42,568 from 38,814
Change+3,754 (+10%)
Value$862.9K (-$4.3K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares42,295 from 37,559
Change+4,736 (+13%)
Value$857 (-$838.1K)
Filed 2026-10-26
Belpointe Asset Management LLC
INCREASED
Shares38,813 from 34,264
Change+4,549 (+13%)
Value$786.7K (+$21.3K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares38,813 from 34,264
Change+4,549 (+13%)
Value$786.7K (+$21.3K)
Filed 2026-11-09
Cullen T Bankers, Inc.
INCREASED
Shares28,996 from 11,440
Change+17,556 (+153%)
Value$587.8K (+$332.2K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares27,938 from 22,623
Change+5,315 (+23%)
Value$566.3K (+$60.9K)
Filed 2026-11-04
Center For Asset Management LLC
NEW
Shares27,504
Change+27,504
Value$557.5K
Filed 2026-10-16
Kaizen Financial Strategies
NEW
Shares25,800
Change+25,800
Value$523.0K
Filed 2026-10-09
Foguth Wealth Management, Llc.
DECREASED
Shares25,666 from 1,506,792
Change-1,481,126 (-98%)
Value$529.4K (-$32.2M)
Filed 2026-10-19
PFS Partners, LLC
NEW
Shares23,738
Change+23,738
Value$481.2K
Filed 2026-10-21
Lloyd Advisory Services, Llc.
INCREASED
Shares23,078 from 21,873
Change+1,205 (+6%)
Value$467.8K (-$20.9K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED
Shares20,050 from 22,833
Change-2,783 (-12%)
Value$406.4K (-$103.7K)
Filed 2026-11-05
Patten Group, Inc.
DECREASED
Shares18,230 from 18,767
Change-537 (-3%)
Value$369.5K (-$49.7K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares17,402 from 17,677
Change-275 (-2%)
Value$352.7K (-$42.2K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares16,888 from 14,408
Change+2,480 (+17%)
Value$342.3K (+$20.4K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares16,435 from 11,989
Change+4,446 (+37%)
Value$333.1K (+$65.3K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares15,266
Change+15,266
Value$309.4K
Filed 2026-10-28
Frontier Asset Management, LLC
DECREASED
Shares14,983 from 41,787
Change-26,804 (-64%)
Value$303.7K (-$629.8K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares13,224 from 13,280
Change-56 (0%)
Value$268.0K (-$28.6K)
Filed 2026-10-27
Joseph P. Lucia & Associates, LLC
INCREASED
Shares13,204 from 12,994
Change+210 (+2%)
Value$267.6K (-$22.6K)
Filed 2026-10-30
Global Wealth Strategies & Associates
DECREASED
Shares12,619 from 12,973
Change-354 (-3%)
Value$255.8K (-$34.0K)
Filed 2026-10-02
Sentinel Pension Advisors, LLC
DECREASED
Shares10,710 from 11,046
Change-336 (-3%)
Value$217.1K (-$23.5K)
Filed 2026-11-02
Integrity Alliance, Llc.
NEW
Shares10,280
Change+10,280
Value$208.4K
Filed 2026-10-29
Apollon Financial, LLC
NEW
Shares10,000
Change+10,000
Value$202.7K
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares8,396 from 8,205
Change+191 (+2%)
Value$170.2K (-$13.1K)
Filed 2026-11-03
Eastern Bank
NEW
Shares5,484
Change+5,484
Value$111.2K
Filed 2026-10-05
Bank of Montreal
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$63.6K (-$6.5K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$62.6K ($0)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares2,525 from 2,481
Change+44 (+2%)
Value$51.2K (-$4.3K)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares1,969 from 1,702
Change+267 (+16%)
Value$39.9K (+$1.9K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
DECREASED
Shares1,425 from 1,917
Change-492 (-26%)
Value$28.9K (-$13.9K)
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$22.6K (-$2.3K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares663 from 2,100
Change-1,437 (-68%)
Value$13.4K (-$33.5K)
Filed 2026-11-06
Hantz Financial Services, Inc.
NEW
Shares375
Change+375
Value$8
Filed 2026-11-09
Simplex Trading, LLC
NEW
Shares334
Change+334
Value$6.8K
Filed 2026-11-04
Virtus Advisers, LLC
INCREASED
Shares284 from 231
Change+53 (+23%)
Value$5.8K (+$596)
Filed 2026-11-09
Polaris Financial Partners
NEW
Shares187
Change+187
Value$15
Filed 2026-10-02
North Star Investment Management Corp.
INCREASED
Shares154 from 151
Change+3 (+2%)
Value$3.1K (-$253)
Filed 2026-10-27
Park Square Financial Group, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$730 (-$74)
Filed 2026-11-09
Columbus Macro, LLC
CLOSED
Shares0 from 715,323
Change-715,323 (-100%)
Value$0 (-$16.0M)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 147,659
Change-147,659 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-20
Sentinel Advisory Group, LLC
CLOSED
Shares0 from 132,639
Change-132,639 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-20
Aspen Investment Management Inc
CLOSED
Shares0 from 87,715
Change-87,715 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 82,850
Change-82,850 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-29
PFG Advisors
CLOSED
Shares0 from 44,976
Change-44,976 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Blueprint Financial Advisors LLC
CLOSED
Shares0 from 34,569
Change-34,569 (-100%)
Value$0 (-$772.3K)
Filed 2026-10-28
Blueprint Investment Partners LLC
CLOSED
Shares0 from 34,569
Change-34,569 (-100%)
Value$0 (-$772.3K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 28,838
Change-28,838 (-100%)
Value$0 (-$644.2K)
Filed 2026-10-08
Strategic Blueprint, LLC
CLOSED
Shares0 from 21,871
Change-21,871 (-100%)
Value$0 (-$488.6K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 16,123
Change-16,123 (-100%)
Value$0 (-$360.2K)
Filed 2026-10-15
Searle & Co.
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$357.4K)
Filed 2026-11-04
Diversify Wealth Management, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$303.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$303.2K)
Filed 2026-10-20
Wealth Effects LLC
CLOSED
Shares0 from 13,395
Change-13,395 (-100%)
Value$0 (-$299.2K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 13,155
Change-13,155 (-100%)
Value$0 (-$293.9K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 10,865
Change-10,865 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 10,477
Change-10,477 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,096
Change-6,096 (-100%)
Value$0 (-$135.5K)
Filed 2026-11-02
CoreCap Advisors, LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-08
Daytona Street Capital LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 2,563,322
Change-2,563,322 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,490,239
Change-2,490,239 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,718,299
Change-1,718,299 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,223,562
Change-1,223,562 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,194,002
Change-1,194,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,039,230
Change-1,039,230 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 842,600
Change-842,600 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 750,457
Change-750,457 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 464,149
Change-464,149 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 403,324
Change-403,324 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 401,168
Change-401,168 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 343,490
Change-343,490 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 313,977
Change-313,977 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 313,795
Change-313,795 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 297,695
Change-297,695 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 296,611
Change-296,611 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 288,766
Change-288,766 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 249,482
Change-249,482 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 135,930
Change-135,930 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 123,005
Change-123,005 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 122,993
Change-122,993 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 117,880
Change-117,880 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 104,859
Change-104,859 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 94,750
Change-94,750 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 91,269
Change-91,269 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 81,187
Change-81,187 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 70,970
Change-70,970 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,283
Change-65,283 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 60,589
Change-60,589 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 54,352
Change-54,352 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 49,404
Change-49,404 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,624
Change-48,624 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 48,122
Change-48,122 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 35,217
Change-35,217 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 33,982
Change-33,982 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 31,969
Change-31,969 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 30,761
Change-30,761 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 28,502
Change-28,502 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 26,615
Change-26,615 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 25,524
Change-25,524 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 24,268
Change-24,268 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 22,835
Change-22,835 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 21,181
Change-21,181 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,886
Change-20,886 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,240
Change-11,240 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,564
Change-7,564 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 395
Change-395 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 101
Change-101 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 0
Change0
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
NEW2,116,300—+2,116,300——$42.9M—2026-11-02
LPL Financial LLC
DECREASED1,281,1901,423,267-142,077-10%$31.8M$26.0M-$5.8M2026-11-06
Traphagen Investment Advisors LLC
INCREASED631,853345,355+286,498+83%$7.7M$12.8M+$5.1M2026-10-14
Assetmark, Inc
INCREASED449,918414,923+34,995+8%$9.3M$9.1M-$149.5K2026-10-21
Farther Finance Advisors, LLC
INCREASED394,309146,099+248,210+170%$3.3M$8.0M+$4.7M2026-10-08
Principal Financial Group Inc
INCREASED374,399296,050+78,349+26%$6.6M$7.6M+$975.3K2026-11-02
Wealth Enhancement Trust Services, Inc.
NEW361,229—+361,229——$7.3M—2026-10-07
Bank of New York Mellon Corp
INCREASED316,569233,591+82,978+36%$5.2M$6.4M+$1.2M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED265,742301,496-35,754-12%$6.6M$5.3M-$1.2M2026-10-13
Triumph Capital Management
INCREASED256,063111,429+144,634+130%$2.5M$5.2M+$2.7M2026-10-14
Ascentis Independent Advisors
INCREASED242,39584,320+158,075+187%$1.9M$4.9M+$3.0M2026-11-03
Kestra Advisory Services, LLC
INCREASED238,78436,713+202,071+550%$820.2K$4.8M+$4.0M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED215,422206,900+8,522+4%$4.6M$4.4M-$255.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED179,565202,029-22,464-11%$4.5M$3.6K-$4.5M2026-11-02
Fifth Third Bancorp
DECREASED159,686160,408-7220%$3.6M$3.2M-$346.7K2026-11-05
IFP Advisors, Inc
INCREASED158,063149,948+8,115+5%$3.3M$3.2M-$145.9K2026-10-16
Armstrong Advisory Group, Inc
INCREASED143,406135,889+7,517+6%$3.0M$2.9M-$128.9K2026-10-09
Oppenheimer & Co Inc
INCREASED140,443125,611+14,832+12%$2.8M$2.8M+$40.6K2026-10-26
MGO One Seven LLC
DECREASED130,085131,033-948-1%$2.9M$2.6M-$290.4K2026-10-28
Secure Asset Management, LLC
INCREASED114,954113,843+1,111+1%$2.5M$2.3M-$213.1K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED113,011112,393+618+1%$2.5M$2.3M-$220.1K2026-10-23
Apollon Wealth Management, LLC
NEW112,665—+112,665——$2.3M—2026-10-23
Apella Capital, LLC
DECREASED89,223102,632-13,409-13%$2.2M$1.8M-$466.1K2026-10-08
Sovran Advisors, LLC
DECREASED79,27682,121-2,845-3%$1.8M$1.7M-$118.2K2026-11-02
Alpine Bank Wealth Management
INCREASED76,11675,497+619+1%$1.7M$1.5M-$143.7K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED68,32860,279+8,049+13%$1.3M$1.4M+$38.4K2026-10-13
Mather Group, Llc.
DECREASED63,52667,367-3,841-6%$1.5M$1.3M-$217.3K2026-10-14
Wedbush Securities Inc
DECREASED57,61257,832-2200%$1.3M$1.2K-$1.3M2026-10-22
Truist Financial Corp
DECREASED44,10647,796-3,690-8%$1.1M$894.0K-$173.7K2026-10-30
Lanark Financial, Inc.
INCREASED42,56838,814+3,754+10%$867.1K$862.9K-$4.3K2026-10-26
Park Avenue Securities LLC
INCREASED42,29537,559+4,736+13%$839.0K$857-$838.1K2026-10-26
Belpointe Asset Management LLC
INCREASED38,81334,264+4,549+13%$765.5K$786.7K+$21.3K2026-11-09
Fortis Capital Advisors, LLC
INCREASED38,81334,264+4,549+13%$765.5K$786.7K+$21.3K2026-11-09
Cullen T Bankers, Inc.
INCREASED28,99611,440+17,556+153%$255.6K$587.8K+$332.2K2026-10-28
Citigroup Inc
INCREASED27,93822,623+5,315+23%$505.4K$566.3K+$60.9K2026-11-04
Center For Asset Management LLC
NEW27,504—+27,504——$557.5K—2026-10-16
Kaizen Financial Strategies
NEW25,800—+25,800——$523.0K—2026-10-09
Foguth Wealth Management, Llc.
DECREASED25,6661,506,792-1,481,126-98%$32.7M$529.4K-$32.2M2026-10-19
PFS Partners, LLC
NEW23,738—+23,738——$481.2K—2026-10-21
Lloyd Advisory Services, Llc.
INCREASED23,07821,873+1,205+6%$488.7K$467.8K-$20.9K2026-11-02
Elevation Point Wealth Partners, LLC
DECREASED20,05022,833-2,783-12%$510.1K$406.4K-$103.7K2026-11-05
Patten Group, Inc.
DECREASED18,23018,767-537-3%$419.3K$369.5K-$49.7K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED17,40217,677-275-2%$394.9K$352.7K-$42.2K2026-10-14
First Bank & Trust
INCREASED16,88814,408+2,480+17%$321.9K$342.3K+$20.4K2026-10-19
Nations Financial Group Inc,
INCREASED16,43511,989+4,446+37%$267.8K$333.1K+$65.3K2026-11-05
Partners Wealth Management, LLC
NEW15,266—+15,266——$309.4K—2026-10-28
Frontier Asset Management, LLC
DECREASED14,98341,787-26,804-64%$933.5K$303.7K-$629.8K2026-10-28
Latitude Advisors, LLC
DECREASED13,22413,280-560%$296.7K$268.0K-$28.6K2026-10-27
Joseph P. Lucia & Associates, LLC
INCREASED13,20412,994+210+2%$290.3K$267.6K-$22.6K2026-10-30
Global Wealth Strategies & Associates
DECREASED12,61912,973-354-3%$289.8K$255.8K-$34.0K2026-10-02
Sentinel Pension Advisors, LLC
DECREASED10,71011,046-336-3%$240.6K$217.1K-$23.5K2026-11-02
Integrity Alliance, Llc.
NEW10,280—+10,280——$208.4K—2026-10-29
Apollon Financial, LLC
NEW10,000—+10,000——$202.7K—2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED8,3968,205+191+2%$183.3K$170.2K-$13.1K2026-11-03
Eastern Bank
NEW5,484—+5,484——$111.2K—2026-10-05
Bank of Montreal
UNCHANGED3,1403,14000%$70.1K$63.6K-$6.5K2026-11-09
Allworth Financial LP
UNCHANGED2,8002,80000%$62.6K$62.6K$02026-11-06
Geneos Wealth Management Inc.
INCREASED2,5252,481+44+2%$55.4K$51.2K-$4.3K2026-11-09
Harbour Investments, Inc.
INCREASED1,9691,702+267+16%$38.0K$39.9K+$1.9K2026-11-09
Cape Investment Advisory, Inc.
DECREASED1,4251,917-492-26%$42.8K$28.9K-$13.9K2026-10-13
Activest Wealth Management
UNCHANGED1,1151,11500%$24.9K$22.6K-$2.3K2026-10-15
PNC Financial Services Group, Inc.
DECREASED6632,100-1,437-68%$46.9K$13.4K-$33.5K2026-11-06
Hantz Financial Services, Inc.
NEW375—+375——$8—2026-11-09
Simplex Trading, LLC
NEW334—+334——$6.8K—2026-11-04
Virtus Advisers, LLC
INCREASED284231+53+23%$5.2K$5.8K+$5962026-11-09
Polaris Financial Partners
NEW187—+187——$15—2026-10-02
North Star Investment Management Corp.
INCREASED154151+3+2%$3.4K$3.1K-$2532026-10-27
Park Square Financial Group, LLC
UNCHANGED363600%$804$730-$742026-11-09
Columbus Macro, LLC
CLOSED0715,323-715,323-100%$16.0M$0-$16.0M2026-10-14
Prevail Innovative Wealth Advisors, LLC
CLOSED0147,659-147,659-100%$3.3M$0-$3.3M2026-10-20
Sentinel Advisory Group, LLC
CLOSED0132,639-132,639-100%$3.0M$0-$3.0M2026-10-20
Aspen Investment Management Inc
CLOSED087,715-87,715-100%$2.0K$0-$2.0K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
CLOSED082,850-82,850-100%$1.9M$0-$1.9M2026-10-29
PFG Advisors
CLOSED044,976-44,976-100%$1.0M$0-$1.0M2026-10-16
Blueprint Financial Advisors LLC
CLOSED034,569-34,569-100%$772.3K$0-$772.3K2026-10-28
Blueprint Investment Partners LLC
CLOSED034,569-34,569-100%$772.3K$0-$772.3K2026-10-28
Avidian Wealth Enterprises, LLC
CLOSED028,838-28,838-100%$644.2K$0-$644.2K2026-10-08
Strategic Blueprint, LLC
CLOSED021,871-21,871-100%$488.6K$0-$488.6K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
CLOSED016,123-16,123-100%$360.2K$0-$360.2K2026-10-15
Searle & Co.
CLOSED016,000-16,000-100%$357.4K$0-$357.4K2026-11-04
Diversify Wealth Management, LLC
CLOSED014,000-14,000-100%$303.2K$0-$303.2K2026-10-20
Diversify Advisory Services, LLC
CLOSED014,000-14,000-100%$303.2K$0-$303.2K2026-10-20
Wealth Effects LLC
CLOSED013,395-13,395-100%$299.2K$0-$299.2K2026-10-23
Walled Lake Planning & Wealth Management, LLC
CLOSED013,155-13,155-100%$293.9K$0-$293.9K2026-10-29
Signature Estate & Investment Advisors LLC
CLOSED010,865-10,865-100%$242.7K$0-$242.7K2026-10-13
Commonwealth Equity Services, LLC
CLOSED010,477-10,477-100%$234.1K$0-$234.1K2026-11-02
International Assets Investment Management, LLC
CLOSED06,096-6,096-100%$135.5K$0-$135.5K2026-11-02
CoreCap Advisors, LLC
CLOSED01,045-1,045-100%$23.3K$0-$23.3K2026-10-08
Daytona Street Capital LLC
CLOSED0175-175-100%$14.8K$0-$14.8K2026-10-15
Bank of America Corp
N/A—2,563,322-2,563,322-100%$57.3M———
Morgan Stanley
N/A—2,490,239-2,490,239-100%$55.6M———
Envestnet Asset Management Inc
N/A—1,718,299-1,718,299-100%$38.4M———
BlackRock, Inc.
N/A—1,223,562-1,223,562-100%$27.3M———
Cetera Investment Advisers
N/A—1,194,002-1,194,002-100%$26.7M———
UBS Group AG
N/A—1,039,230-1,039,230-100%$23.2M———
Quantinno Capital Management LP
N/A—842,600-842,600-100%$18.8M———
Franklin Resources Inc
N/A—750,457-750,457-100%$16.8M———
Raymond James Financial Inc
N/A—464,149-464,149-100%$10.4M———
Janney Montgomery Scott LLC
N/A—403,324-403,324-100%$9.0M———
Pinebridge Investments LLC
N/A—401,168-401,168-100%$9.0M———
Royal Bank of Canada
N/A—343,490-343,490-100%$7.7M———
Hamilton Wealth, LLC
N/A—313,977-313,977-100%$7.0M———
FWG Holdings, LLC
N/A—313,795-313,795-100%$6.8M———
IHT Wealth Management, LLC
N/A—297,695-297,695-100%$6.7M———
MML Investors Services, LLC
N/A—296,611-296,611-100%$6.6M———
Susquehanna International Group, LLP
N/A—288,766-288,766-100%$6.5M———
Quadrature Capital Ltd
N/A—249,482-249,482-100%$5.6M———
Osaic Holdings, Inc.
N/A—135,930-135,930-100%$3.0M———
Stifel Financial Corp
N/A—123,005-123,005-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—122,993-122,993-100%$2.7M———
Mutual Advisors, LLC
N/A—117,880-117,880-100%$2.6M———
Transcend Capital Advisors, LLC
N/A—104,859-104,859-100%$2.3M———
Caitlin John, LLC
N/A—94,750-94,750-100%$2.1M———
AE Wealth Management LLC
N/A—91,269-91,269-100%$2.0M———
Pasadena Private Wealth, LLC
N/A—81,187-81,187-100%$1.8M———
PFG Investments, LLC
N/A—70,970-70,970-100%$1.6M———
NewEdge Advisors, LLC
N/A—65,283-65,283-100%$1.5M———
Wealth Alliance, LLC
N/A—60,589-60,589-100%$1.4M———
Sanctuary Advisors, LLC
N/A—54,352-54,352-100%$1.2M———
Old Mission Capital LLC
N/A—49,404-49,404-100%$1.1M———
Capital Analysts, LLC
N/A—48,624-48,624-100%$1.1M———
Regal Investment Advisors LLC
N/A—48,122-48,122-100%$1.1M———
IMA Advisory Services, Inc.
N/A—35,217-35,217-100%$786.7K———
Core Wealth Advisors, Inc.
N/A—33,982-33,982-100%$759.2K———
NCM Capital Management, LLC
N/A—31,969-31,969-100%$714.2K———
Dover Advisors, LLC
N/A—30,761-30,761-100%$697.4K———
One Capital Management, LLC
N/A—28,502-28,502-100%$644.7K———
Principal Securities, Inc.
N/A—26,615-26,615-100%$594.6K———
Northwestern Mutual Wealth Management Co
N/A—25,524-25,524-100%$570.2K———
Advyzon Investment Management, LLC
N/A—24,268-24,268-100%$542.1K———
Vestmark Advisory Solutions, Inc.
N/A—22,835-22,835-100%$510.1K———
Perennial Investment Advisors, LLC
N/A—21,181-21,181-100%$473.2K———
Global Retirement Partners, LLC
N/A—20,886-20,886-100%$466.6K———
OneDigital Investment Advisors LLC
N/A—19,737-19,737-100%$440.9K———
World Investment Advisors
N/A—18,900-18,900-100%$426.9K———
Foundations Investment Advisors, LLC
N/A—16,123-16,123-100%$360.2K———
Envestnet Portfolio Solutions, Inc.
N/A—14,473-14,473-100%$323.3K———
Summit Financial, LLC
N/A—11,300-11,300-100%$252.4K———
Independent Advisor Alliance
N/A—11,240-11,240-100%$251.1K———
Kovack Advisors, Inc.
N/A—10,995-10,995-100%$244.4K———
Maridea Wealth Management LLC
N/A—10,460-10,460-100%$233.7K———
Founders Financial Alliance, LLC
N/A—7,564-7,564-100%$169.0K———
MidFirst Bank
N/A—5,000-5,000-100%$111.7K———
JPMorgan Chase & Co
N/A—4,714-4,714-100%$106.3K———
Rockefeller Capital Management L.P.
N/A—4,547-4,547-100%$101.6K———
Luminist Capital LLC
N/A—2,771-2,771-100%$61.9K———
Steward Partners Investment Advisory, LLC
N/A—2,279-2,279-100%$50.9K———
WealthShield Partners, LLC
N/A—1,952-1,952-100%$43.6K———
Fiduciary Financial Advisors
N/A—395-395-100%$8.8K———
Wells Fargo & Company
N/A—101-101-100%$2.3K———
Federation des caisses Desjardins du Quebec
N/A—100-100-100%$2.2K———
FMR LLC
N/A—00—$1———
Showing 152 of 152 institutions