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Ishares Ibonds DEC 2026 Term (IBTG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,259,170 from 2,504,018
Change+755,152 (+30%)
Value$74.6M (+$17.3M)
Filed 2026-11-06
Connecticut Wealth Management, LLC
INCREASED
Shares2,049,615 from 1,924,924
Change+124,691 (+6%)
Value$46.9M (+$2.8M)
Filed 2026-10-13
Financial Advisory Corp
DECREASED
Shares1,587,633 from 1,591,146
Change-3,513 (0%)
Value$36.3M (-$96.3K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares894,474 from 993,197
Change-98,723 (-10%)
Value$20.4M (-$2.3M)
Filed 2026-10-13
MKT Advisors LLC
DECREASED
Shares792,655 from 809,577
Change-16,922 (-2%)
Value$18.1M (-$390.5K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares691,366 from 2,337,874
Change-1,646,508 (-70%)
Value$15.8M (-$37.7M)
Filed 2026-10-22
Denver PWM, LLC
DECREASED
Shares675,466 from 692,276
Change-16,810 (-2%)
Value$15.5M (-$370.8K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares645,847 from 738,612
Change-92,765 (-13%)
Value$14.7M (-$2.1M)
Filed 2026-10-08
Scissortail Wealth Management, LLC
INCREASED
Shares642,868 from 626,984
Change+15,884 (+3%)
Value$14.7M (+$357.2K)
Filed 2026-11-03
Carnegie Investment Counsel
DECREASED
Shares641,876 from 775,246
Change-133,370 (-17%)
Value$14.7M (-$3.1M)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares639,320 from 703,839
Change-64,519 (-9%)
Value$14.6M (-$1.5M)
Filed 2026-10-29
Global Retirement Partners, LLC
INCREASED
Shares509,717 from 506,882
Change+2,835 (+1%)
Value$11.7M (+$59.8K)
Filed 2026-11-10
Money Concepts Capital Corp
DECREASED
Shares475,521 from 493,201
Change-17,680 (-4%)
Value$10.9M (-$409.5K)
Filed 2026-11-06
Rebalance, LLC
INCREASED
Shares471,559 from 288,882
Change+182,677 (+63%)
Value$10.8M (+$4.2M)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares471,496 from 401,238
Change+70,258 (+18%)
Value$10.8M (+$1.6M)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
DECREASED
Shares458,007 from 480,912
Change-22,905 (-5%)
Value$10.5M (-$528.9K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares413,520 from 420,723
Change-7,203 (-2%)
Value$9.5M (-$169.0K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares386,220 from 376,752
Change+9,468 (+3%)
Value$8.8M (+$212.9K)
Filed 2026-10-08
Midwest Professional Planners, Ltd.
DECREASED
Shares380,175 from 393,713
Change-13,538 (-3%)
Value$8.7M (-$313.7K)
Filed 2026-10-29
HighTower Advisors, LLC
INCREASED
Shares343,210 from 342,428
Change+782 (+0%)
Value$7.9M (+$14.5K)
Filed 2026-11-10
Thrivent Financial for Lutherans
DECREASED
Shares322,398 from 327,147
Change-4,749 (-1%)
Value$7.4M (-$132.0K)
Filed 2026-11-05
Juno Financial Group LLC
INCREASED
Shares273,498 from 271,652
Change+1,846 (+1%)
Value$6.3M (+$39.5K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares253,328 from 141,116
Change+112,212 (+80%)
Value$5.8M (+$2.6M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED
Shares250,664 from 264,827
Change-14,163 (-5%)
Value$5.7M (-$326.7K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares234,398 from 254,755
Change-20,357 (-8%)
Value$5.4M (-$468.3K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares228,200 from 208,043
Change+20,157 (+10%)
Value$5.2M (+$459.1K)
Filed 2026-11-05
Belpointe Asset Management LLC
DECREASED
Shares225,524 from 247,521
Change-21,997 (-9%)
Value$5.2M (-$505.8K)
Filed 2026-11-09
Trinity Wealth Management, LLC
INCREASED
Shares222,992 from 221,872
Change+1,120 (+1%)
Value$5.1M (+$23.4K)
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares218,579 from 218,579
Change0 (0%)
Value$5.0M (-$2.2K)
Filed 2026-10-27
Valmark Advisers, Inc.
INCREASED
Shares201,783 from 174,475
Change+27,308 (+16%)
Value$4.6M (+$623.1K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
DECREASED
Shares178,351 from 186,919
Change-8,568 (-5%)
Value$4.1M (-$197.9K)
Filed 2026-10-27
Sound View Wealth Advisors Group, LLC
DECREASED
Shares170,410 from 201,456
Change-31,046 (-15%)
Value$3.9M (-$712.3K)
Filed 2026-11-10
Lantz Financial LLC
INCREASED
Shares157,454 from 151,949
Change+5,505 (+4%)
Value$3.6M (+$124.5K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares153,675 from 167,624
Change-13,949 (-8%)
Value$3.5M (-$320.8K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares150,251 from 166,312
Change-16,061 (-10%)
Value$3.4M (-$369.1K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares146,720 from 112,653
Change+34,067 (+30%)
Value$3.4M (+$778.3K)
Filed 2026-11-04
Leavell Investment Management, Inc.
DECREASED
Shares144,078 from 228,759
Change-84,681 (-37%)
Value$3.3M (-$1.9M)
Filed 2026-11-09
Brookstone Capital Management
DECREASED
Shares137,597 from 152,013
Change-14,416 (-9%)
Value$3.1M (-$331.4K)
Filed 2026-10-22
Littlejohn Financial Services, Inc.
INCREASED
Shares137,068 from 135,073
Change+1,995 (+1%)
Value$3.1M (+$44.3K)
Filed 2026-11-06
Howland Capital Management LLC
DECREASED
Shares135,434 from 155,612
Change-20,178 (-13%)
Value$3.1M (-$463.2K)
Filed 2026-10-22
Delta Wealth Advisors LLC
DECREASED
Shares128,690 from 583,557
Change-454,867 (-78%)
Value$2.9M (-$10.4M)
Filed 2026-10-09
Creative Planning
DECREASED
Shares123,254 from 151,654
Change-28,400 (-19%)
Value$2.8M (-$651.3K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares120,723 from 117,535
Change+3,188 (+3%)
Value$2.8M (+$71.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares119,813 from 116,619
Change+3,194 (+3%)
Value$2.7M (+$71.2K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares118,377 from 117,696
Change+681 (+1%)
Value$2.7M (+$15.6K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares115,813 from 148,872
Change-33,059 (-22%)
Value$2.6M (-$757.9K)
Filed 2026-10-13
Centennial Advisors, LLC
DECREASED
Shares114,494 from 115,612
Change-1,118 (-1%)
Value$2.6M (-$26.7K)
Filed 2026-10-21
Hughes Financial Services, LLC
INCREASED
Shares109,819 from 80,018
Change+29,801 (+37%)
Value$2.5M (+$682.1K)
Filed 2026-10-30
Phillips Financial Management, LLC
DECREASED
Shares108,216 from 108,332
Change-116 (0%)
Value$2.5M (-$3.7K)
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares102,001 from 133,677
Change-31,676 (-24%)
Value$2.3M (-$726.1K)
Filed 2026-10-23
Gould Asset Management LLC
INCREASED
Shares95,321 from 93,996
Change+1,325 (+1%)
Value$2.2M (+$29.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares94,626 from 91,551
Change+3,075 (+3%)
Value$2.2M (+$69.4K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares92,468 from 108,570
Change-16,102 (-15%)
Value$2.1M (-$369.5K)
Filed 2026-10-15
Endowment Wealth Management, Inc.
INCREASED
Shares90,333 from 79,434
Change+10,899 (+14%)
Value$2.1M (+$248.6K)
Filed 2026-11-03
Montecito Bank & Trust
UNCHANGED
Shares90,074 from 90,074
Change0 (0%)
Value$2.1M (-$901)
Filed 2026-10-01
Klaas Financial Asset Advisors, LLC
INCREASED
Shares89,466 from 89,356
Change+110 (+0%)
Value$2.0M (+$1.6K)
Filed 2026-10-19
Associated Banc-Corp
DECREASED
Shares89,411 from 92,716
Change-3,305 (-4%)
Value$2.0M (-$76.5K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares89,391 from 87,293
Change+2,098 (+2%)
Value$2.0M (+$47.1K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares86,233 from 48,821
Change+37,412 (+77%)
Value$2.0M (+$855.5K)
Filed 2026-11-06
Sunbeam Capital Management, LLC
DECREASED
Shares84,541 from 89,380
Change-4,839 (-5%)
Value$1.9M (-$111.6K)
Filed 2026-11-05
Northstar Group, Inc.
DECREASED
Shares83,530 from 86,495
Change-2,965 (-3%)
Value$1.9M (-$68.7K)
Filed 2026-11-10
KFG Wealth Management, LLC
DECREASED
Shares77,770 from 79,889
Change-2,119 (-3%)
Value$1.8M (-$49.3K)
Filed 2026-10-16
TFR Capital, Llc.
DECREASED
Shares77,462 from 93,643
Change-16,181 (-17%)
Value$1.8M (-$371.2K)
Filed 2026-11-09
KOM Wealth Management Group, LLC
DECREASED
Shares74,086 from 113,843
Change-39,757 (-35%)
Value$1.7M (-$910.8K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares72,961 from 83,084
Change-10,123 (-12%)
Value$1.7M (-$233.0K)
Filed 2026-10-26
Modera Wealth Management, LLC
UNCHANGED
Shares72,602 from 72,602
Change0 (0%)
Value$1.7M (-$726)
Filed 2026-10-28
True Link Financial Advisors, LLC
DECREASED
Shares71,292 from 127,979
Change-56,687 (-44%)
Value$1.6M (-$1.3M)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares69,171 from 75,363
Change-6,192 (-8%)
Value$1.6M (-$142.4K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares68,976 from 69,628
Change-652 (-1%)
Value$1.6M (-$16.0K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED
Shares63,514 from 63,514
Change0 (0%)
Value$1.5M (-$635)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares63,472 from 84,816
Change-21,344 (-25%)
Value$1.5M (-$489.2K)
Filed 2026-11-09
Riverchase Wealth Management, LLC
INCREASED
Shares62,980 from 60,957
Change+2,023 (+3%)
Value$1.4M (+$45.7K)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares60,343 from 60,343
Change0 (0%)
Value$1.4M (-$604)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
NEW
Shares60,000
Change+60,000
Value$1.4M
Filed 2026-10-07
Drive Wealth Management, LLC
DECREASED
Shares58,861 from 60,164
Change-1,303 (-2%)
Value$1.3M (-$30.4K)
Filed 2026-11-09
Avantax Planning Partners, Inc.
UNCHANGED
Shares57,906 from 57,906
Change0 (0%)
Value$1.3M (-$579)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares56,573 from 47,896
Change+8,677 (+18%)
Value$1.3M (+$198.0K)
Filed 2026-11-06
Essential Planning, Llc.
INCREASED
Shares54,950 from 54,816
Change+134 (+0%)
Value$1.3M (+$2.5K)
Filed 2026-10-21
Compass Ion Advisors, LLC
UNCHANGED
Shares52,270 from 52,270
Change0 (0%)
Value$1.2M (-$523)
Filed 2026-10-23
International Assets Investment Management, LLC
UNCHANGED
Shares49,169 from 49,169
Change0 (0%)
Value$1.1M (-$246)
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares48,281 from 48,281
Change0 (0%)
Value$1.1M (-$483)
Filed 2026-10-29
High Note Wealth, LLC
DECREASED
Shares47,897 from 49,207
Change-1,310 (-3%)
Value$1.1M (-$30.5K)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares45,851 from 46,696
Change-845 (-2%)
Value$1.0M (-$19.8K)
Filed 2026-10-14
Rossmore Private Capital
DECREASED
Shares45,567 from 48,047
Change-2,480 (-5%)
Value$1.0M (-$57.2K)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares44,441
Change+44,441
Value$1.0M
Filed 2026-10-05
D.A. Davidson & Co.
DECREASED
Shares42,810 from 85,078
Change-42,268 (-50%)
Value$979.5K (-$967.9K)
Filed 2026-10-28
Moulton Wealth Management, Inc
DECREASED
Shares41,980 from 42,438
Change-458 (-1%)
Value$957.8K (-$11.1K)
Filed 2026-10-13
Prosperity Planning, Inc.
INCREASED
Shares41,777 from 31,844
Change+9,933 (+31%)
Value$955.9K (+$226.9K)
Filed 2026-10-09
Beacon Financial Planning, Inc
INCREASED
Shares40,015 from 28,766
Change+11,249 (+39%)
Value$915.5K (+$257.1K)
Filed 2026-11-04
Old Port Advisors
DECREASED
Shares38,357 from 51,552
Change-13,195 (-26%)
Value$877.6K (-$302.4K)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares36,974 from 71,811
Change-34,837 (-49%)
Value$846.0K (-$797.8K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares36,481 from 35,770
Change+711 (+2%)
Value$834.7K (+$15.9K)
Filed 2026-10-23
Barrett & Company, Inc.
DECREASED
Shares36,407 from 47,797
Change-11,390 (-24%)
Value$833.0K (-$261.1K)
Filed 2026-10-22
Duncker Streett & Co Inc
INCREASED
Shares35,862 from 35,523
Change+339 (+1%)
Value$820.5K (+$7.4K)
Filed 2026-10-27
Raab & Moskowitz Asset Management LLC
INCREASED
Shares35,359 from 33,103
Change+2,256 (+7%)
Value$809.0K (+$51.3K)
Filed 2026-11-02
Schuylkill Financial LLC
INCREASED
Shares34,454 from 34,139
Change+315 (+1%)
Value$788.3K (+$6.9K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares33,775 from 33,775
Change0 (0%)
Value$772.8K (-$338)
Filed 2026-11-06
Foundry Financial Group, Inc.
DECREASED
Shares33,729 from 36,835
Change-3,106 (-8%)
Value$771.7K (-$71.4K)
Filed 2026-10-28
JIM Saulnier & Associates, LLC
INCREASED
Shares32,813 from 32,503
Change+310 (+1%)
Value$750.8K (+$6.8K)
Filed 2026-11-04
CIBC World Market Inc.
UNCHANGED
Shares31,782 from 31,782
Change0 (0%)
Value$727.2K (-$318)
Filed 2026-11-10
Cambridge Financial Group, LLC
UNCHANGED
Shares30,598 from 30,598
Change0 (0%)
Value$700.4K ($0)
Filed 2026-10-06
Great Diamond Partners, LLC
DECREASED
Shares29,700 from 44,471
Change-14,771 (-33%)
Value$679.5K (-$338.4K)
Filed 2026-10-13
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares26,766 from 26,555
Change+211 (+1%)
Value$612.4K (+$4.6K)
Filed 2026-10-08
Koss-Olinger Consulting, LLC
DECREASED
Shares26,301 from 29,894
Change-3,593 (-12%)
Value$601.8K (-$82.5K)
Filed 2026-11-10
Churchill Financial Advisors, LLC
UNCHANGED
Shares26,061 from 26,061
Change0 (0%)
Value$596.3K (-$260)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares25,808 from 27,865
Change-2,057 (-7%)
Value$590.5K (-$47.3K)
Filed 2026-10-08
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares25,441 from 19,944
Change+5,497 (+28%)
Value$582.1K (+$125.6K)
Filed 2026-11-05
Tableaux LLC
DECREASED
Shares25,170 from 26,971
Change-1,801 (-7%)
Value$575.9K (-$41.5K)
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares24,821 from 24,120
Change+701 (+3%)
Value$567.9K (+$15.8K)
Filed 2026-10-21
Thoroughbred Financial Services, LLC
DECREASED
Shares23,980 from 44,657
Change-20,677 (-46%)
Value$548.0K (-$474.0K)
Filed 2026-11-09
Grant Street Asset Management, Inc.
INCREASED
Shares23,949 from 23,722
Change+227 (+1%)
Value$547.9K (+$5.0K)
Filed 2026-10-26
Granite Harbor Advisors, Inc.
DECREASED
Shares22,788 from 24,062
Change-1,274 (-5%)
Value$521.4K (-$29.4K)
Filed 2026-11-10
Physician Wealth Advisors, Inc.
INCREASED
Shares21,431 from 20,081
Change+1,350 (+7%)
Value$490.3K (+$30.7K)
Filed 2026-10-20
Cascade Investment Group, Inc.
UNCHANGED
Shares21,263 from 21,263
Change0 (0%)
Value$486.5K (-$213)
Filed 2026-10-13
Yoder Wealth Management, Inc.
DECREASED
Shares21,246 from 22,531
Change-1,285 (-6%)
Value$486.1K (-$29.6K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$480.5K (-$210)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares20,436 from 20,435
Change+1 (0%)
Value$467.6K (-$181)
Filed 2026-10-23
Harbour Investments, Inc.
INCREASED
Shares19,464 from 19,243
Change+221 (+1%)
Value$445.3K (+$4.8K)
Filed 2026-11-09
Independent Financial Group, LLC
INCREASED
Shares19,000 from 16,466
Change+2,534 (+15%)
Value$434.7K (+$57.8K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares18,663 from 19,192
Change-529 (-3%)
Value$427.0K (-$12.3K)
Filed 2026-11-04
Mlp3, LLC
INCREASED
Shares18,181 from 12,541
Change+5,640 (+45%)
Value$416.0K (+$128.9K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares18,177 from 11,045
Change+7,132 (+65%)
Value$415.9K (+$163.1K)
Filed 2026-11-03
Coldstream Capital Management Inc
DECREASED
Shares17,324 from 20,610
Change-3,286 (-16%)
Value$396.4K (-$75.4K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares17,175 from 18,173
Change-998 (-5%)
Value$393.0K (-$23.0K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares16,946 from 17,047
Change-101 (-1%)
Value$386.7K (-$2.5K)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares16,115 from 16,113
Change+2 (+0%)
Value$368.7K (-$121)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED
Shares15,491 from 15,491
Change0 (0%)
Value$354.4K (-$155)
Filed 2026-10-05
Opus Capital Group, LLC
UNCHANGED
Shares15,457 from 15,457
Change0 (0%)
Value$354.0K ($0)
Filed 2026-10-30
Dudley Capital Management, LLC
INCREASED
Shares14,850 from 14,350
Change+500 (+3%)
Value$339.8K (+$11.3K)
Filed 2026-10-23
Paladin Wealth, LLC
NEW
Shares14,805
Change+14,805
Value$338.7K
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares14,793 from 16,386
Change-1,593 (-10%)
Value$338.6K (-$36.5K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares14,778 from 10,930
Change+3,848 (+35%)
Value$338.1K (+$87.9K)
Filed 2026-10-21
IFG Advisory, LLC
INCREASED
Shares14,564 from 14,480
Change+84 (+1%)
Value$333.2K (+$1.8K)
Filed 2026-11-09
Towne Trust Company, N.a
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$331.8K (-$145)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
NEW
Shares14,481
Change+14,481
Value$331.3K
Filed 2026-10-22
River Street Advisors LLC
DECREASED
Shares14,300 from 16,000
Change-1,700 (-11%)
Value$327.2K (-$39.1K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
DECREASED
Shares14,285 from 18,084
Change-3,799 (-21%)
Value$326.8K (-$87.1K)
Filed 2026-10-01
Novem Group
INCREASED
Shares14,077 from 13,944
Change+133 (+1%)
Value$322.1K (+$2.9K)
Filed 2026-10-19
Decker Wealth Management LLC
UNCHANGED
Shares14,070 from 14,070
Change0 (0%)
Value$321.9K (-$140)
Filed 2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares13,915 from 13,915
Change0 (0%)
Value$318.4K (-$139)
Filed 2026-11-02
Washington Trust Advisors, Inc.
INCREASED
Shares13,762 from 12,870
Change+892 (+7%)
Value$314.9K (+$20.3K)
Filed 2026-10-22
Mraz, Amerine & Associates, Inc.
DECREASED
Shares13,550 from 25,125
Change-11,575 (-46%)
Value$310.0K (-$265.1K)
Filed 2026-10-30
Alessandra Capital Management, LLC
DECREASED
Shares13,500 from 14,500
Change-1,000 (-7%)
Value$308.9K (-$23.0K)
Filed 2026-10-30
Keeler Thomas Management LLC
INCREASED
Shares12,935 from 11,699
Change+1,236 (+11%)
Value$296.0K (+$28.2K)
Filed 2026-10-29
XY Planning Network, Inc.
NEW
Shares12,779
Change+12,779
Value$292.4K
Filed 2026-10-14
Phillip James Consulting Co.
NEW
Shares12,590
Change+12,590
Value$288.1K
Filed 2026-11-03
Moneco Advisors, LLC
UNCHANGED
Shares12,588 from 12,588
Change0 (0%)
Value$288.0K (-$126)
Filed 2026-11-05
Blue Square Asset Management, LLC
INCREASED
Shares12,496 from 11,391
Change+1,105 (+10%)
Value$285.9K (+$25.2K)
Filed 2026-11-02
Level Four Advisory Services, LLC
UNCHANGED
Shares12,488 from 12,488
Change0 (0%)
Value$285.7K (-$125)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares12,204 from 13,259
Change-1,055 (-8%)
Value$279.2K (-$24.3K)
Filed 2026-11-03
McLean Asset Management Corp
UNCHANGED
Shares12,019 from 12,019
Change0 (0%)
Value$274.4K (-$781)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares12,000 from 12,230
Change-230 (-2%)
Value$274.6K (-$5.4K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
DECREASED
Shares11,592 from 32,381
Change-20,789 (-64%)
Value$265.2K (-$476.0K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares11,493 from 12,588
Change-1,095 (-9%)
Value$263.0K (-$25.2K)
Filed 2026-10-14
Unified Investment Management
UNCHANGED
Shares11,323 from 11,323
Change0 (0%)
Value$259.1K (-$113)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares11,228 from 13,801
Change-2,573 (-19%)
Value$256.9K (-$59.0K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares11,213 from 11,213
Change0 (0%)
Value$256.6K (-$112)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares11,145 from 11,144
Change+1 (+0%)
Value$255.0K (-$112)
Filed 2026-11-03
Highland Financial Advisors, LLC
UNCHANGED
Shares11,027 from 11,027
Change0 (0%)
Value$252.3K (-$110)
Filed 2026-10-19
KPP Advisory Services LLC
NEW
Shares11,000
Change+11,000
Value$251.7K
Filed 2026-10-26
James Investment Research, Inc.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$251.7K (-$110)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares10,932 from 1,020,698
Change-1,009,766 (-99%)
Value$250.1K (-$23.1M)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares10,750 from 10,650
Change+100 (+1%)
Value$246.0K (+$2.2K)
Filed 2026-10-07
Guidance Point Advisors, LLC
INCREASED
Shares10,494 from 10,482
Change+12 (+0%)
Value$240.1K (+$170)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares9,971 from 8,947
Change+1,024 (+11%)
Value$228.1K (+$23.3K)
Filed 2026-10-30
Autumn Glory Partners, LLC
DECREASED
Shares9,939 from 13,243
Change-3,304 (-25%)
Value$227.4K (-$75.7K)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
UNCHANGED
Shares9,593 from 9,593
Change0 (0%)
Value$219.5K (-$96)
Filed 2026-10-29
Essex Bank
UNCHANGED
Shares9,522 from 9,522
Change0 (0%)
Value$217.8K (-$95)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares9,414 from 11,635
Change-2,221 (-19%)
Value$215.4K (-$50.9K)
Filed 2026-10-23
Wealth Advisory Solutions, LLC
INCREASED
Shares9,401 from 8,961
Change+440 (+5%)
Value$215.1K (+$10.0K)
Filed 2026-10-20
Focus Financial Network, Inc.
UNCHANGED
Shares9,328 from 9,328
Change0 (0%)
Value$213.4K (-$93)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares9,179 from 9,179
Change0 (0%)
Value$210.0K (-$91)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares9,095 from 9,009
Change+86 (+1%)
Value$208.1K (+$1.9K)
Filed 2026-10-27
4J Wealth Management LLC
NEW
Shares8,882
Change+8,882
Value$203.2K
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares8,838 from 9,544
Change-706 (-7%)
Value$202.2K (-$16.2K)
Filed 2026-10-23
Clearstead Trust, LLC
INCREASED
Shares7,652 from 2,009
Change+5,643 (+281%)
Value$175.1K (+$129.1K)
Filed 2026-11-06
Concord Wealth Partners
NEW
Shares6,751
Change+6,751
Value$154.5K
Filed 2026-11-02
United Community Bank
UNCHANGED
Shares5,715 from 5,715
Change0 (0%)
Value$130.8K (-$57)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares5,305 from 5,305
Change0 (0%)
Value$121.4K (-$53)
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares5,200
Change+5,200
Value$119.0K
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares5,050
Change+5,050
Value$115.6K
Filed 2026-11-05
CNB Bank
UNCHANGED
Shares4,094 from 4,094
Change0 (0%)
Value$93.7K (-$41)
Filed 2026-11-09
Costello Asset Management, Inc
INCREASED
Shares4,029 from 3,991
Change+38 (+1%)
Value$92.2K (+$833)
Filed 2026-10-30
NorthAvenue LLC
INCREASED
Shares3,670 from 3,151
Change+519 (+16%)
Value$84.0K (+$11.8K)
Filed 2026-10-29
Bogart Wealth, LLC
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$68.1K (-$30)
Filed 2026-11-10
Key FInancial Inc
INCREASED
Shares2,960 from 1,535
Change+1,425 (+93%)
Value$67.7K (+$32.6K)
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares2,679 from 2,679
Change0 (0%)
Value$61.3K (-$26)
Filed 2026-11-05
FMR LLC
INCREASED
Shares2,328 from 893
Change+1,435 (+161%)
Value$53.3K (+$32.8K)
Filed 2026-11-10
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,000 from 3,750
Change-1,750 (-47%)
Value$45.8K (-$40.1K)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares1,849
Change+1,849
Value$42.3K
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares1,707 from 1,690
Change+17 (+1%)
Value$39.0K (+$352)
Filed 2026-11-09
Blue Trust, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$37.3K (-$16)
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$27.5K (-$12)
Filed 2026-10-13
Clearstead Advisors, LLC
NEW
Shares1,126
Change+1,126
Value$25.8K
Filed 2026-11-06
Balentine LLC
INCREASED
Shares1,105 from 1,098
Change+7 (+1%)
Value$25.3K (+$152)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$24.9K (-$11)
Filed 2026-11-03
AlphaCore Capital LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$22.5K (-$10)
Filed 2026-11-04
Robbins Farley
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$20.2K (-$9)
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$17 ($0)
Filed 2026-10-13
Nuveen, LLC
NEW
Shares599
Change+599
Value$13.7K
Filed 2026-11-10
US Bancorp \de\
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$11.4K (-$5)
Filed 2026-11-05
Bank of New Hampshire
NEW
Shares492
Change+492
Value$11.3K
Filed 2026-10-06
J. R. Prunier Capital Management LLC
INCREASED
Shares281 from 278
Change+3 (+1%)
Value$6.4K (+$58)
Filed 2026-11-09
Signature Equity Partners, LLC
NEW
Shares233
Change+233
Value$5.3K
Filed 2026-10-29
Sfam, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$4.5K (-$2)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares169
Change+169
Value$3.9K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.9K (-$2)
Filed 2026-10-09
Key Capital Management, Inc
NEW
Shares53
Change+53
Value$1.2K
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.2K ($0)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.1K (-$1)
Filed 2026-10-26
Horizon Advisory Services, Inc.
CLOSED
Shares0 from 897,318
Change-897,318 (-100%)
Value$0 (-$20.5M)
Filed 2026-10-29
BIP Wealth, LLC
CLOSED
Shares0 from 398,667
Change-398,667 (-100%)
Value$0 (-$9.1M)
Filed 2026-10-22
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 183,636
Change-183,636 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 61,500
Change-61,500 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-26
Mather Group, Llc.
CLOSED
Shares0 from 21,905
Change-21,905 (-100%)
Value$0 (-$501.4K)
Filed 2026-10-14
Chesley Taft & Associates LLC
CLOSED
Shares0 from 18,600
Change-18,600 (-100%)
Value$0 (-$425.8K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 17,266
Change-17,266 (-100%)
Value$0 (-$395.2K)
Filed 2026-10-20
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 14,211
Change-14,211 (-100%)
Value$0 (-$325.3K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 11,845
Change-11,845 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-08
Mattern Capital Management, LLC
CLOSED
Shares0 from 10,420
Change-10,420 (-100%)
Value$0 (-$238.5K)
Filed 2026-11-02
Savant Capital, LLC
CLOSED
Shares0 from 9,987
Change-9,987 (-100%)
Value$0 (-$228.6K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 4,525
Change-4,525 (-100%)
Value$0 (-$103.6K)
Filed 2026-10-21
10Elms LLP
CLOSED
Shares0 from 3,716
Change-3,716 (-100%)
Value$0 (-$85.1K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$39.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-16
Eastern Bank
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-05
Atlantic Private Wealth, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-09
HM Payson & Co
N/A
Shares— from 5,657,354
Change-5,657,354 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,303,932
Change-4,303,932 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,991,582
Change-3,991,582 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,459,551
Change-3,459,551 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,698,260
Change-2,698,260 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,437,085
Change-2,437,085 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,394,076
Change-2,394,076 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,908,680
Change-1,908,680 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,590,845
Change-1,590,845 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,554,803
Change-1,554,803 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,538,030
Change-1,538,030 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,477,091
Change-1,477,091 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,411,233
Change-1,411,233 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,386,313
Change-1,386,313 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,274,142
Change-1,274,142 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 911,609
Change-911,609 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 730,648
Change-730,648 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 711,891
Change-711,891 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 702,959
Change-702,959 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 635,300
Change-635,300 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 559,719
Change-559,719 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 512,575
Change-512,575 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 511,804
Change-511,804 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 495,686
Change-495,686 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 489,313
Change-489,313 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 485,021
Change-485,021 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 465,346
Change-465,346 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 456,059
Change-456,059 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 430,268
Change-430,268 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 392,166
Change-392,166 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 390,157
Change-390,157 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 380,451
Change-380,451 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 376,204
Change-376,204 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 342,593
Change-342,593 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 339,954
Change-339,954 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 333,675
Change-333,675 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 219,815
Change-219,815 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 209,262
Change-209,262 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 200,009
Change-200,009 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 178,350
Change-178,350 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 173,545
Change-173,545 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 159,163
Change-159,163 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 133,965
Change-133,965 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 127,430
Change-127,430 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 122,417
Change-122,417 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 114,858
Change-114,858 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 106,221
Change-106,221 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 92,919
Change-92,919 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 89,775
Change-89,775 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 86,586
Change-86,586 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 81,564
Change-81,564 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 80,617
Change-80,617 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 73,595
Change-73,595 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 68,295
Change-68,295 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 67,379
Change-67,379 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 64,822
Change-64,822 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 63,074
Change-63,074 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 56,154
Change-56,154 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 55,813
Change-55,813 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 51,719
Change-51,719 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 40,142
Change-40,142 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 38,525
Change-38,525 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 30,065
Change-30,065 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 27,118
Change-27,118 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 26,495
Change-26,495 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,420
Change-25,420 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 23,920
Change-23,920 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 22,927
Change-22,927 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,691
Change-22,691 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,681
Change-21,681 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 21,655
Change-21,655 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,412
Change-21,412 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,397
Change-20,397 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,387
Change-20,387 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,659
Change-19,659 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,599
Change-18,599 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 17,921
Change-17,921 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,356
Change-17,356 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,413
Change-16,413 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,203
Change-12,203 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,264
Change-11,264 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,522
Change-10,522 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,260
Change-9,260 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,834
Change-8,834 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,259,1702,504,018+755,152+30%$57.3M$74.6M+$17.3M2026-11-06
Connecticut Wealth Management, LLC
INCREASED2,049,6151,924,924+124,691+6%$44.1M$46.9M+$2.8M2026-10-13
Financial Advisory Corp
DECREASED1,587,6331,591,146-3,5130%$36.4M$36.3M-$96.3K2026-10-14
Krilogy Financial LLC
DECREASED894,474993,197-98,723-10%$22.7M$20.4M-$2.3M2026-10-13
MKT Advisors LLC
DECREASED792,655809,577-16,922-2%$18.5M$18.1M-$390.5K2026-10-20
Capital Investment Advisors, LLC
DECREASED691,3662,337,874-1,646,508-70%$53.5M$15.8M-$37.7M2026-10-22
Denver PWM, LLC
DECREASED675,466692,276-16,810-2%$15.8M$15.5M-$370.8K2026-10-22
Apella Capital, LLC
DECREASED645,847738,612-92,765-13%$16.9M$14.7M-$2.1M2026-10-08
Scissortail Wealth Management, LLC
INCREASED642,868626,984+15,884+3%$14.4M$14.7M+$357.2K2026-11-03
Carnegie Investment Counsel
DECREASED641,876775,246-133,370-17%$17.7M$14.7M-$3.1M2026-10-20
MV Capital Management, Inc.
DECREASED639,320703,839-64,519-9%$16.1M$14.6M-$1.5M2026-10-29
Global Retirement Partners, LLC
INCREASED509,717506,882+2,835+1%$11.6M$11.7M+$59.8K2026-11-10
Money Concepts Capital Corp
DECREASED475,521493,201-17,680-4%$11.3M$10.9M-$409.5K2026-11-06
Rebalance, LLC
INCREASED471,559288,882+182,677+63%$6.6M$10.8M+$4.2M2026-10-22
Asset Dedication, LLC
INCREASED471,496401,238+70,258+18%$9.2M$10.8M+$1.6M2026-11-03
Asset Advisors Investment Management, LLC
DECREASED458,007480,912-22,905-5%$11.0M$10.5M-$528.9K2026-10-19
Commonwealth Equity Services, LLC
DECREASED413,520420,723-7,203-2%$9.6M$9.5M-$169.0K2026-11-02
Titleist Asset Management, LLC
INCREASED386,220376,752+9,468+3%$8.6M$8.8M+$212.9K2026-10-08
Midwest Professional Planners, Ltd.
DECREASED380,175393,713-13,538-3%$9.0M$8.7M-$313.7K2026-10-29
HighTower Advisors, LLC
INCREASED343,210342,428+782+0%$7.8M$7.9M+$14.5K2026-11-10
Thrivent Financial for Lutherans
DECREASED322,398327,147-4,749-1%$7.5M$7.4M-$132.0K2026-11-05
Juno Financial Group LLC
INCREASED273,498271,652+1,846+1%$6.2M$6.3M+$39.5K2026-10-27
Gradient Investments LLC
INCREASED253,328141,116+112,212+80%$3.2M$5.8M+$2.6M2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED250,664264,827-14,163-5%$6.1M$5.7M-$326.7K2026-11-05
Central Trust Co
DECREASED234,398254,755-20,357-8%$5.8M$5.4M-$468.3K2026-11-05
Archer Investment Corp
INCREASED228,200208,043+20,157+10%$4.8M$5.2M+$459.1K2026-11-05
Belpointe Asset Management LLC
DECREASED225,524247,521-21,997-9%$5.7M$5.2M-$505.8K2026-11-09
Trinity Wealth Management, LLC
INCREASED222,992221,872+1,120+1%$5.1M$5.1M+$23.4K2026-10-13
Parkside Financial Bank & Trust
UNCHANGED218,579218,57900%$5.0M$5.0M-$2.2K2026-10-27
Valmark Advisers, Inc.
INCREASED201,783174,475+27,308+16%$4.0M$4.6M+$623.1K2026-11-06
Stockman Wealth Management, Inc.
DECREASED178,351186,919-8,568-5%$4.3M$4.1M-$197.9K2026-10-27
Sound View Wealth Advisors Group, LLC
DECREASED170,410201,456-31,046-15%$4.6M$3.9M-$712.3K2026-11-10
Lantz Financial LLC
INCREASED157,454151,949+5,505+4%$3.5M$3.6M+$124.5K2026-10-15
Americana Partners, LLC
DECREASED153,675167,624-13,949-8%$3.8M$3.5M-$320.8K2026-10-28
Lido Advisors, LLC
DECREASED150,251166,312-16,061-10%$3.8M$3.4M-$369.1K2026-11-04
Csenge Advisory Group
INCREASED146,720112,653+34,067+30%$2.6M$3.4M+$778.3K2026-11-04
Leavell Investment Management, Inc.
DECREASED144,078228,759-84,681-37%$5.2M$3.3M-$1.9M2026-11-09
Brookstone Capital Management
DECREASED137,597152,013-14,416-9%$3.5M$3.1M-$331.4K2026-10-22
Littlejohn Financial Services, Inc.
INCREASED137,068135,073+1,995+1%$3.1M$3.1M+$44.3K2026-11-06
Howland Capital Management LLC
DECREASED135,434155,612-20,178-13%$3.6M$3.1M-$463.2K2026-10-22
Delta Wealth Advisors LLC
DECREASED128,690583,557-454,867-78%$13.4M$2.9M-$10.4M2026-10-09
Creative Planning
DECREASED123,254151,654-28,400-19%$3.5M$2.8M-$651.3K2026-11-02
Atria Investments, Inc
INCREASED120,723117,535+3,188+3%$2.7M$2.8M+$71.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED119,813116,619+3,194+3%$2.7M$2.7M+$71.2K2026-10-13
Allworth Financial LP
INCREASED118,377117,696+681+1%$2.7M$2.7M+$15.6K2026-11-06
Bailard, Inc.
DECREASED115,813148,872-33,059-22%$3.4M$2.6M-$757.9K2026-10-13
Centennial Advisors, LLC
DECREASED114,494115,612-1,118-1%$2.6M$2.6M-$26.7K2026-10-21
Hughes Financial Services, LLC
INCREASED109,81980,018+29,801+37%$1.8M$2.5M+$682.1K2026-10-30
Phillips Financial Management, LLC
DECREASED108,216108,332-1160%$2.5M$2.5M-$3.7K2026-10-19
Signaturefd, LLC
DECREASED102,001133,677-31,676-24%$3.1M$2.3M-$726.1K2026-10-23
Gould Asset Management LLC
INCREASED95,32193,996+1,325+1%$2.2M$2.2M+$29.4K2026-11-06
Kestra Advisory Services, LLC
INCREASED94,62691,551+3,075+3%$2.1M$2.2M+$69.4K2026-11-02
Mission Wealth Management, LP
DECREASED92,468108,570-16,102-15%$2.5M$2.1M-$369.5K2026-10-15
Endowment Wealth Management, Inc.
INCREASED90,33379,434+10,899+14%$1.8M$2.1M+$248.6K2026-11-03
Montecito Bank & Trust
UNCHANGED90,07490,07400%$2.1M$2.1M-$9012026-10-01
Klaas Financial Asset Advisors, LLC
INCREASED89,46689,356+110+0%$2.0M$2.0M+$1.6K2026-10-19
Associated Banc-Corp
DECREASED89,41192,716-3,305-4%$2.1M$2.0M-$76.5K2026-10-30
IFP Advisors, Inc
INCREASED89,39187,293+2,098+2%$2.0M$2.0M+$47.1K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED86,23348,821+37,412+77%$1.1M$2.0M+$855.5K2026-11-06
Sunbeam Capital Management, LLC
DECREASED84,54189,380-4,839-5%$2.0M$1.9M-$111.6K2026-11-05
Northstar Group, Inc.
DECREASED83,53086,495-2,965-3%$2.0M$1.9M-$68.7K2026-11-10
KFG Wealth Management, LLC
DECREASED77,77079,889-2,119-3%$1.8M$1.8M-$49.3K2026-10-16
TFR Capital, Llc.
DECREASED77,46293,643-16,181-17%$2.1M$1.8M-$371.2K2026-11-09
KOM Wealth Management Group, LLC
DECREASED74,086113,843-39,757-35%$2.6M$1.7M-$910.8K2026-10-15
Park Avenue Securities LLC
DECREASED72,96183,084-10,123-12%$1.9M$1.7M-$233.0K2026-10-26
Modera Wealth Management, LLC
UNCHANGED72,60272,60200%$1.7M$1.7M-$7262026-10-28
True Link Financial Advisors, LLC
DECREASED71,292127,979-56,687-44%$2.9M$1.6M-$1.3M2026-10-27
MGO One Seven LLC
DECREASED69,17175,363-6,192-8%$1.7M$1.6M-$142.4K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED68,97669,628-652-1%$1.6M$1.6M-$16.0K2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED63,51463,51400%$1.5M$1.5M-$6352026-10-19
Compound Planning, Inc.
DECREASED63,47284,816-21,344-25%$1.9M$1.5M-$489.2K2026-11-09
Riverchase Wealth Management, LLC
INCREASED62,98060,957+2,023+3%$1.4M$1.4M+$45.7K2026-10-28
Trust Co
UNCHANGED60,34360,34300%$1.4M$1.4M-$6042026-10-09
Wealth Enhancement Trust Services, Inc.
NEW60,000—+60,000——$1.4M—2026-10-07
Drive Wealth Management, LLC
DECREASED58,86160,164-1,303-2%$1.4M$1.3M-$30.4K2026-11-09
Avantax Planning Partners, Inc.
UNCHANGED57,90657,90600%$1.3M$1.3M-$5792026-11-03
Merit Financial Group, LLC
INCREASED56,57347,896+8,677+18%$1.1M$1.3M+$198.0K2026-11-06
Essential Planning, Llc.
INCREASED54,95054,816+134+0%$1.3M$1.3M+$2.5K2026-10-21
Compass Ion Advisors, LLC
UNCHANGED52,27052,27000%$1.2M$1.2M-$5232026-10-23
International Assets Investment Management, LLC
UNCHANGED49,16949,16900%$1.1M$1.1M-$2462026-11-02
Montag A & Associates Inc
UNCHANGED48,28148,28100%$1.1M$1.1M-$4832026-10-29
High Note Wealth, LLC
DECREASED47,89749,207-1,310-3%$1.1M$1.1M-$30.5K2026-10-27
Davenport & Co LLC
DECREASED45,85146,696-845-2%$1.1M$1.0M-$19.8K2026-10-14
Rossmore Private Capital
DECREASED45,56748,047-2,480-5%$1.1M$1.0M-$57.2K2026-10-27
Horizons Wealth Management
NEW44,441—+44,441——$1.0M—2026-10-05
D.A. Davidson & Co.
DECREASED42,81085,078-42,268-50%$1.9M$979.5K-$967.9K2026-10-28
Moulton Wealth Management, Inc
DECREASED41,98042,438-458-1%$968.9K$957.8K-$11.1K2026-10-13
Prosperity Planning, Inc.
INCREASED41,77731,844+9,933+31%$728.9K$955.9K+$226.9K2026-10-09
Beacon Financial Planning, Inc
INCREASED40,01528,766+11,249+39%$658.4K$915.5K+$257.1K2026-11-04
Old Port Advisors
DECREASED38,35751,552-13,195-26%$1.2M$877.6K-$302.4K2026-10-23
Probity Advisors, Inc.
DECREASED36,97471,811-34,837-49%$1.6M$846.0K-$797.8K2026-10-23
Straight Path Wealth Management
INCREASED36,48135,770+711+2%$818.8K$834.7K+$15.9K2026-10-23
Barrett & Company, Inc.
DECREASED36,40747,797-11,390-24%$1.1M$833.0K-$261.1K2026-10-22
Duncker Streett & Co Inc
INCREASED35,86235,523+339+1%$813.1K$820.5K+$7.4K2026-10-27
Raab & Moskowitz Asset Management LLC
INCREASED35,35933,103+2,256+7%$757.7K$809.0K+$51.3K2026-11-02
Schuylkill Financial LLC
INCREASED34,45434,139+315+1%$781.4K$788.3K+$6.9K2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED33,77533,77500%$773.1K$772.8K-$3382026-11-06
Foundry Financial Group, Inc.
DECREASED33,72936,835-3,106-8%$843.2K$771.7K-$71.4K2026-10-28
JIM Saulnier & Associates, LLC
INCREASED32,81332,503+310+1%$744.0K$750.8K+$6.8K2026-11-04
CIBC World Market Inc.
UNCHANGED31,78231,78200%$727.5K$727.2K-$3182026-11-10
Cambridge Financial Group, LLC
UNCHANGED30,59830,59800%$700.4K$700.4K$02026-10-06
Great Diamond Partners, LLC
DECREASED29,70044,471-14,771-33%$1.0M$679.5K-$338.4K2026-10-13
Conrad Siegel Investment Advisors, Inc.
INCREASED26,76626,555+211+1%$607.8K$612.4K+$4.6K2026-10-08
Koss-Olinger Consulting, LLC
DECREASED26,30129,894-3,593-12%$684.3K$601.8K-$82.5K2026-11-10
Churchill Financial Advisors, LLC
UNCHANGED26,06126,06100%$596.5K$596.3K-$2602026-10-20
Farther Finance Advisors, LLC
DECREASED25,80827,865-2,057-7%$637.8K$590.5K-$47.3K2026-10-08
Woodley Farra Manion Portfolio Management Inc
INCREASED25,44119,944+5,497+28%$456.5K$582.1K+$125.6K2026-11-05
Tableaux LLC
DECREASED25,17026,971-1,801-7%$617.4K$575.9K-$41.5K2026-10-23
Ellis Investment Partners, LLC
INCREASED24,82124,120+701+3%$552.1K$567.9K+$15.8K2026-10-21
Thoroughbred Financial Services, LLC
DECREASED23,98044,657-20,677-46%$1.0M$548.0K-$474.0K2026-11-09
Grant Street Asset Management, Inc.
INCREASED23,94923,722+227+1%$543.0K$547.9K+$5.0K2026-10-26
Granite Harbor Advisors, Inc.
DECREASED22,78824,062-1,274-5%$550.8K$521.4K-$29.4K2026-11-10
Physician Wealth Advisors, Inc.
INCREASED21,43120,081+1,350+7%$459.7K$490.3K+$30.7K2026-10-20
Cascade Investment Group, Inc.
UNCHANGED21,26321,26300%$486.7K$486.5K-$2132026-10-13
Yoder Wealth Management, Inc.
DECREASED21,24622,531-1,285-6%$515.7K$486.1K-$29.6K2026-10-13
Robertson Stephens Wealth Management, LLC
UNCHANGED21,00021,00000%$480.7K$480.5K-$2102026-10-16
Simplicity Wealth,LLC
INCREASED20,43620,435+10%$467.8K$467.6K-$1812026-10-23
Harbour Investments, Inc.
INCREASED19,46419,243+221+1%$440.5K$445.3K+$4.8K2026-11-09
Independent Financial Group, LLC
INCREASED19,00016,466+2,534+15%$376.9K$434.7K+$57.8K2026-10-13
Visionary Wealth Advisors
DECREASED18,66319,192-529-3%$439.3K$427.0K-$12.3K2026-11-04
Mlp3, LLC
INCREASED18,18112,541+5,640+45%$287.1K$416.0K+$128.9K2026-10-22
StoneX Group Inc.
INCREASED18,17711,045+7,132+65%$252.8K$415.9K+$163.1K2026-11-03
Coldstream Capital Management Inc
DECREASED17,32420,610-3,286-16%$471.8K$396.4K-$75.4K2026-11-09
Koshinski Asset Management, Inc.
DECREASED17,17518,173-998-5%$416.0K$393.0K-$23.0K2026-10-29
CFS Investment Advisory Services, LLC
DECREASED16,94617,047-101-1%$389.2K$386.7K-$2.5K2026-10-19
Kestra Investment Management, LLC
INCREASED16,11516,113+2+0%$368.8K$368.7K-$1212026-11-04
Heartwood Wealth Advisors LLC
UNCHANGED15,49115,49100%$354.6K$354.4K-$1552026-10-05
Opus Capital Group, LLC
UNCHANGED15,45715,45700%$354.0K$354.0K$02026-10-30
Dudley Capital Management, LLC
INCREASED14,85014,350+500+3%$328.5K$339.8K+$11.3K2026-10-23
Paladin Wealth, LLC
NEW14,805—+14,805——$338.7K—2026-10-23
Prospera Financial Services Inc
DECREASED14,79316,386-1,593-10%$375.1K$338.6K-$36.5K2026-11-04
Axxcess Wealth Management, LLC
INCREASED14,77810,930+3,848+35%$250.2K$338.1K+$87.9K2026-10-21
IFG Advisory, LLC
INCREASED14,56414,480+84+1%$331.4K$333.2K+$1.8K2026-11-09
Towne Trust Company, N.a
UNCHANGED14,50014,50000%$331.9K$331.8K-$1452026-10-28
Sagespring Wealth Partners, LLC
NEW14,481—+14,481——$331.3K—2026-10-22
River Street Advisors LLC
DECREASED14,30016,000-1,700-11%$366.2K$327.2K-$39.1K2026-10-22
Stonebridge Financial Group, LLC
DECREASED14,28518,084-3,799-21%$414.0K$326.8K-$87.1K2026-10-01
Novem Group
INCREASED14,07713,944+133+1%$319.2K$322.1K+$2.9K2026-10-19
Decker Wealth Management LLC
UNCHANGED14,07014,07000%$322.1K$321.9K-$1402026-10-09
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED13,91513,91500%$318.5K$318.4K-$1392026-11-02
Washington Trust Advisors, Inc.
INCREASED13,76212,870+892+7%$294.6K$314.9K+$20.3K2026-10-22
Mraz, Amerine & Associates, Inc.
DECREASED13,55025,125-11,575-46%$575.1K$310.0K-$265.1K2026-10-30
Alessandra Capital Management, LLC
DECREASED13,50014,500-1,000-7%$331.9K$308.9K-$23.0K2026-10-30
Keeler Thomas Management LLC
INCREASED12,93511,699+1,236+11%$267.8K$296.0K+$28.2K2026-10-29
XY Planning Network, Inc.
NEW12,779—+12,779——$292.4K—2026-10-14
Phillip James Consulting Co.
NEW12,590—+12,590——$288.1K—2026-11-03
Moneco Advisors, LLC
UNCHANGED12,58812,58800%$288.1K$288.0K-$1262026-11-05
Blue Square Asset Management, LLC
INCREASED12,49611,391+1,105+10%$260.7K$285.9K+$25.2K2026-11-02
Level Four Advisory Services, LLC
UNCHANGED12,48812,48800%$285.9K$285.7K-$1252026-11-06
Advisor OS, LLC
DECREASED12,20413,259-1,055-8%$303.5K$279.2K-$24.3K2026-11-03
McLean Asset Management Corp
UNCHANGED12,01912,01900%$275.2K$274.4K-$7812026-11-06
Princeton Global Asset Management LLC
DECREASED12,00012,230-230-2%$279.9K$274.6K-$5.4K2026-10-21
Schmidt P J Investment Management Inc
DECREASED11,59232,381-20,789-64%$741.2K$265.2K-$476.0K2026-11-02
World Equity Group, Inc.
DECREASED11,49312,588-1,095-9%$288.1K$263.0K-$25.2K2026-10-14
Unified Investment Management
UNCHANGED11,32311,32300%$259.2K$259.1K-$1132026-10-14
Fifth Third Bancorp
DECREASED11,22813,801-2,573-19%$315.9K$256.9K-$59.0K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED11,21311,21300%$256.7K$256.6K-$1122026-10-15
Parallel Advisors, LLC
INCREASED11,14511,144+1+0%$255.1K$255.0K-$1122026-11-03
Highland Financial Advisors, LLC
UNCHANGED11,02711,02700%$252.4K$252.3K-$1102026-10-19
KPP Advisory Services LLC
NEW11,000—+11,000——$251.7K—2026-10-26
James Investment Research, Inc.
UNCHANGED11,00011,00000%$251.8K$251.7K-$1102026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED10,9321,020,698-1,009,766-99%$23.4M$250.1K-$23.1M2026-10-14
Cooper Financial Group
INCREASED10,75010,650+100+1%$243.8K$246.0K+$2.2K2026-10-07
Guidance Point Advisors, LLC
INCREASED10,49410,482+12+0%$239.9K$240.1K+$1702026-10-15
Truist Financial Corp
INCREASED9,9718,947+1,024+11%$204.8K$228.1K+$23.3K2026-10-30
Autumn Glory Partners, LLC
DECREASED9,93913,243-3,304-25%$303.1K$227.4K-$75.7K2026-10-26
DecisionMap Wealth Management, LLC
UNCHANGED9,5939,59300%$219.6K$219.5K-$962026-10-29
Essex Bank
UNCHANGED9,5229,52200%$217.9K$217.8K-$952026-10-16
Apollon Wealth Management, LLC
DECREASED9,41411,635-2,221-19%$266.3K$215.4K-$50.9K2026-10-23
Wealth Advisory Solutions, LLC
INCREASED9,4018,961+440+5%$205.1K$215.1K+$10.0K2026-10-20
Focus Financial Network, Inc.
UNCHANGED9,3289,32800%$213.5K$213.4K-$932026-10-14
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED9,1799,17900%$210.1K$210.0K-$912026-10-15
VestGen Advisors, LLC
INCREASED9,0959,009+86+1%$206.2K$208.1K+$1.9K2026-10-27
4J Wealth Management LLC
NEW8,882—+8,882——$203.2K—2026-11-02
Mascoma Wealth Management LLC
DECREASED8,8389,544-706-7%$218.5K$202.2K-$16.2K2026-10-23
Clearstead Trust, LLC
INCREASED7,6522,009+5,643+281%$46.0K$175.1K+$129.1K2026-11-06
Concord Wealth Partners
NEW6,751—+6,751——$154.5K—2026-11-02
United Community Bank
UNCHANGED5,7155,71500%$130.8K$130.8K-$572026-10-28
Spire Wealth Management
UNCHANGED5,3055,30500%$121.4K$121.4K-$532026-10-30
Laurel Wealth Advisors LLC
NEW5,200—+5,200——$119.0K—2026-10-27
Jacobi Capital Management LLC
NEW5,050—+5,050——$115.6K—2026-11-05
CNB Bank
UNCHANGED4,0944,09400%$93.7K$93.7K-$412026-11-09
Costello Asset Management, Inc
INCREASED4,0293,991+38+1%$91.4K$92.2K+$8332026-10-30
NorthAvenue LLC
INCREASED3,6703,151+519+16%$72.1K$84.0K+$11.8K2026-10-29
Bogart Wealth, LLC
UNCHANGED2,9762,97600%$68.1K$68.1K-$302026-11-10
Key FInancial Inc
INCREASED2,9601,535+1,425+93%$35.1K$67.7K+$32.6K2026-11-02
NBH Bank
UNCHANGED2,6792,67900%$61.3K$61.3K-$262026-11-05
FMR LLC
INCREASED2,328893+1,435+161%$20.4K$53.3K+$32.8K2026-11-10
Wilmington Savings Fund Society, FSB
DECREASED2,0003,750-1,750-47%$85.8K$45.8K-$40.1K2026-10-23
Clayton Financial Group LLC
NEW1,849—+1,849——$42.3K—2026-10-13
Bank of Montreal
INCREASED1,7071,690+17+1%$38.7K$39.0K+$3522026-11-09
Blue Trust, Inc.
UNCHANGED1,6301,63000%$37.3K$37.3K-$162026-10-15
Harbor Investment Advisory, LLC
UNCHANGED1,2001,20000%$27.5K$27.5K-$122026-10-13
Clearstead Advisors, LLC
NEW1,126—+1,126——$25.8K—2026-11-06
Balentine LLC
INCREASED1,1051,098+7+1%$25.1K$25.3K+$1522026-11-03
Ashton Thomas Private Wealth, LLC
UNCHANGED1,0901,09000%$25.0K$24.9K-$112026-11-03
AlphaCore Capital LLC
UNCHANGED98398300%$22.5K$22.5K-$102026-11-04
Robbins Farley
UNCHANGED88488400%$20.2K$20.2K-$92026-10-21
First Premier Bank
UNCHANGED75975900%$17$17$02026-10-13
Nuveen, LLC
NEW599—+599——$13.7K—2026-11-10
US Bancorp \de\
UNCHANGED50050000%$11.4K$11.4K-$52026-11-05
Bank of New Hampshire
NEW492—+492——$11.3K—2026-10-06
J. R. Prunier Capital Management LLC
INCREASED281278+3+1%$6.4K$6.4K+$582026-11-09
Signature Equity Partners, LLC
NEW233—+233——$5.3K—2026-10-29
Sfam, LLC
UNCHANGED19719700%$4.5K$4.5K-$22026-11-03
Birch Financial Group, LLC
NEW169—+169——$3.9K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED12512500%$2.9K$2.9K-$22026-10-09
Key Capital Management, Inc
NEW53—+53——$1.2K—2026-11-03
Larson Financial Group LLC
UNCHANGED515100%$1.2K$1.2K$02026-11-05
First Bancorp, Inc
UNCHANGED505000%$1.1K$1.1K-$12026-10-26
Horizon Advisory Services, Inc.
CLOSED0897,318-897,318-100%$20.5M$0-$20.5M2026-10-29
BIP Wealth, LLC
CLOSED0398,667-398,667-100%$9.1M$0-$9.1M2026-10-22
Accretive Wealth Partners, LLC
CLOSED0183,636-183,636-100%$4.2M$0-$4.2M2026-11-06
Penobscot Investment Management Company, Inc.
CLOSED061,500-61,500-100%$1.4M$0-$1.4M2026-10-26
Mather Group, Llc.
CLOSED021,905-21,905-100%$501.4K$0-$501.4K2026-10-14
Chesley Taft & Associates LLC
CLOSED018,600-18,600-100%$425.8K$0-$425.8K2026-10-13
Prime Capital Investment Advisors, LLC
CLOSED017,266-17,266-100%$395.2K$0-$395.2K2026-10-20
Spectrum Asset Management, Inc. (NB )
CLOSED014,211-14,211-100%$325.3K$0-$325.3K2026-10-19
Avidian Wealth Enterprises, LLC
CLOSED011,845-11,845-100%$271.1K$0-$271.1K2026-10-08
Mattern Capital Management, LLC
CLOSED010,420-10,420-100%$238.5K$0-$238.5K2026-11-02
Savant Capital, LLC
CLOSED09,987-9,987-100%$228.6K$0-$228.6K2026-11-06
Pinnacle Bancorp, Inc.
CLOSED04,525-4,525-100%$103.6K$0-$103.6K2026-10-21
10Elms LLP
CLOSED03,716-3,716-100%$85.1K$0-$85.1K2026-11-06
MCF Advisors LLC
CLOSED01,713-1,713-100%$39.2K$0-$39.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0826-826-100%$18.9K$0-$18.9K2026-10-15
TD Waterhouse Canada Inc.
CLOSED0400-400-100%$9.1K$0-$9.1K2026-10-16
Eastern Bank
CLOSED0125-125-100%$2.9K$0-$2.9K2026-10-05
Atlantic Private Wealth, LLC
CLOSED0109-109-100%$2.5K$0-$2.5K2026-11-09
HM Payson & Co
N/A—5,657,354-5,657,354-100%$129.5M———
Bank of America Corp
N/A—4,303,932-4,303,932-100%$98.5M———
Morgan Stanley
N/A—3,991,582-3,991,582-100%$91.4M———
NorthCoast Asset Management LLC
N/A—3,459,551-3,459,551-100%$79.2M———
NewEdge Advisors, LLC
N/A—2,698,260-2,698,260-100%$61.8M———
Mercer Global Advisors Inc
N/A—2,437,085-2,437,085-100%$55.8M———
Wells Fargo & Company
N/A—2,394,076-2,394,076-100%$54.8M———
United Capital Financial Advisors, LLC
N/A—1,908,680-1,908,680-100%$43.7M———
Integrated Wealth Concepts LLC
N/A—1,590,845-1,590,845-100%$36.4M———
Summitry LLC
N/A—1,554,803-1,554,803-100%$35.6M———
Arax Advisory Partners
N/A—1,538,030-1,538,030-100%$35.2M———
UBS Group AG
N/A—1,477,091-1,477,091-100%$33.8M———
Envestnet Asset Management Inc
N/A—1,411,233-1,411,233-100%$32.3M———
Raymond James Financial Inc
N/A—1,386,313-1,386,313-100%$31.7M———
Wealthspire Advisors, LLC
N/A—1,274,142-1,274,142-100%$29.2M———
OneAscent Financial Services LLC
N/A—911,609-911,609-100%$20.9M———
Northwestern Mutual Wealth Management Co
N/A—730,648-730,648-100%$16.7M———
Osaic Holdings, Inc.
N/A—711,891-711,891-100%$16.3M———
Stratos Wealth Partners, Ltd.
N/A—702,959-702,959-100%$16.1M———
CreativeOne Wealth, LLC
N/A—635,300-635,300-100%$14.5M———
Baird Financial Group, Inc.
N/A—559,719-559,719-100%$12.8M———
JPMorgan Chase & Co
N/A—512,575-512,575-100%$11.7M———
Royal Bank of Canada
N/A—511,804-511,804-100%$11.7M———
Wealth Management Strategies, Inc.
N/A—495,686-495,686-100%$11.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—489,313-489,313-100%$11.2M———
Sanctuary Advisors, LLC
N/A—485,021-485,021-100%$11.1M———
Stratos Wealth Advisors, LLC
N/A—465,346-465,346-100%$10.7M———
Beacon Pointe Advisors, LLC
N/A—456,059-456,059-100%$10.4M———
Stifel Financial Corp
N/A—430,268-430,268-100%$9.8M———
Janney Montgomery Scott LLC
N/A—392,166-392,166-100%$9.0M———
Mariner, LLC
N/A—390,157-390,157-100%$8.9M———
Financial Engines Advisors L.L.C.
N/A—380,451-380,451-100%$8.7M———
Tower Research Capital LLC (TRC)
N/A—376,204-376,204-100%$8.6M———
Jane Street Group, LLC
N/A—342,593-342,593-100%$7.8M———
Focus Partners Wealth
N/A—339,954-339,954-100%$7.8M———
Ameriprise Financial Inc
N/A—333,675-333,675-100%$7.6M———
MAI Capital Management
N/A—219,815-219,815-100%$5.0M———
PSI Advisors, LLC
N/A—209,262-209,262-100%$4.8M———
MML Investors Services, LLC
N/A—200,009-200,009-100%$4.6M———
Susquehanna International Group, LLP
N/A—178,350-178,350-100%$4.1M———
Captrust Financial Advisors
N/A—173,545-173,545-100%$4.0M———
Goldman Sachs Group Inc
N/A—159,163-159,163-100%$3.6M———
Cetera Investment Advisers
N/A—133,965-133,965-100%$3.1M———
GTS Securities LLC
N/A—127,430-127,430-100%$2.9M———
Eldridge Investment Advisors, Inc.
N/A—122,417-122,417-100%$2.8M———
Private Advisor Group, LLC
N/A—114,858-114,858-100%$2.6M———
Crestmont Private Wealth LLC
N/A—106,221-106,221-100%$2.4M———
Fourth Dimension Wealth, LLC
N/A—92,919-92,919-100%$2.1M———
Pathstone Holdings, LLC
N/A—89,775-89,775-100%$2.1M———
Equitable Holdings, Inc.
N/A—86,586-86,586-100%$2.0M———
First National Bank of Omaha
N/A—81,564-81,564-100%$1.9M———
Boston Family Office LLC
N/A—80,617-80,617-100%$1.8M———
Black Swift Group, LLC
N/A—73,595-73,595-100%$1.7M———
Cerity Partners LLC
N/A—68,295-68,295-100%$1.6M———
Steelhead Wealth Management LLC
N/A—67,379-67,379-100%$1.5M———
Reliant Wealth Planning
N/A—64,822-64,822-100%$1.5M———
Heartland Bank & Trust Co
N/A—63,074-63,074-100%$1.4M———
Faithward Advisors, LLC
N/A—56,154-56,154-100%$1.3M———
Summit Wealth Partners, LLC
N/A—55,813-55,813-100%$1.3M———
SCS Capital Management LLC
N/A—51,719-51,719-100%$1.2M———
Summitpoint Capital Management
N/A—47,500-47,500-100%$1.1M———
Madden Advisory Services, Inc.
N/A—40,142-40,142-100%$918.9K———
Element Wealth, LLC
N/A—38,525-38,525-100%$881.8K———
Savvy Advisors, Inc.
N/A—30,065-30,065-100%$688.2K———
Pure Financial Advisors, LLC
N/A—28,950-28,950-100%$662.7K———
Swan Global Investments, LLC
N/A—27,118-27,118-100%$620.7K———
Cary Street Partners Financial LLC
N/A—26,495-26,495-100%$606.5K———
Modern Wealth Management, LLC
N/A—25,420-25,420-100%$581.9K———
Lbmc Investment Advisors, LLC
N/A—23,920-23,920-100%$547.5K———
Lifeworks Advisors, LLC
N/A—22,927-22,927-100%$524.8K———
Snowden Capital Advisors LLC
N/A—22,691-22,691-100%$519.4K———
Principal Securities, Inc.
N/A—21,681-21,681-100%$496.3K———
Gilbert & Cook, Inc.
N/A—21,655-21,655-100%$495.7K———
Advisory Services Network, LLC
N/A—21,412-21,412-100%$490.1K———
Daybright Advisory Services, Inc.
N/A—20,668-20,668-100%$473.2K———
OneDigital Investment Advisors LLC
N/A—20,397-20,397-100%$466.9K———
AQR Capital Management LLC
N/A—20,387-20,387-100%$466.7K———
Quantinno Capital Management LP
N/A—19,659-19,659-100%$450.0K———
Kovack Advisors, Inc.
N/A—18,599-18,599-100%$425.7K———
SageView Advisory Group, LLC
N/A—17,921-17,921-100%$410.2K———
Steward Partners Investment Advisory, LLC
N/A—17,426-17,426-100%$398.9K———
Independent Advisor Alliance
N/A—17,356-17,356-100%$397.3K———
World Investment Advisors
N/A—16,413-16,413-100%$376.1K———
Crews Bank & Trust
N/A—15,340-15,340-100%$351.1K———
CIBC Bancorp USA Inc.
N/A—14,700-14,700-100%$336.5K———
Johnson Investment Counsel Inc
N/A—14,288-14,288-100%$327.1K———
Liberty Wealth Management LLC
N/A—13,843-13,843-100%$317.2K———
Focus Partners Advisor Solutions, LLC
N/A—12,203-12,203-100%$279.3K———
Hills Bank & Trust Co
N/A—11,827-11,827-100%$270.7K———
Foundations Investment Advisors, LLC
N/A—11,342-11,342-100%$259.6K———
Vestmark Advisory Solutions, Inc.
N/A—11,264-11,264-100%$257.8K———
Davis R M Inc
N/A—10,969-10,969-100%$251.1K———
Kastel Capital Advisors, LLC
N/A—10,899-10,899-100%$249.8K———
Hanover Advisors Inc
N/A—10,522-10,522-100%$240.9K———
Composition Wealth, LLC
N/A—9,731-9,731-100%$222.7K———
Berger Financial Group, Inc
N/A—9,495-9,495-100%$217.3K———
Transcend Capital Advisors, LLC
N/A—9,260-9,260-100%$212.0K———
IHT Wealth Management, LLC
N/A—8,942-8,942-100%$204.7K———
Centaurus Financial, Inc.
N/A—8,834-8,834-100%$202.0K———
Rockefeller Capital Management L.P.
N/A—7,275-7,275-100%$166.5K———
Aptus Capital Advisors, LLC
N/A—7,138-7,138-100%$163.4K———
Anchor Bay Capital, Inc.
N/A—7,096-7,096-100%$162.1K———
Prosperity Bancshares Inc
N/A—5,305-5,305-100%$121.4K———
Fiduciary Financial Advisors
N/A—5,103-5,103-100%$116.8K———
Black Cypress Capital Management, LLC
N/A—5,100-5,100-100%$116.7K———
National Bank of Canada
N/A—4,430-4,430-100%$101.4K———
Atlantic Union Bankshares Corp
N/A—4,078-4,078-100%$93.3K———
AE Wealth Management LLC
N/A—3,096-3,096-100%$70.9K———
Longview Financial Advisors LLC
N/A—2,468-2,468-100%$56.5K———
TD Capital Management LLC
N/A—2,116-2,116-100%$48.4K———
Brown Brothers Harriman & Co
N/A—800-800-100%$18.3K———
Aventura Private Wealth, LLC
N/A—5-5-100%$114———
Showing 340 of 340 institutions