IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ethereum Trust ETF (ETHA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
NEW
Shares5,332,275
Change+5,332,275
Value$107.3M
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,043,838 from 1,712,763
Change+331,075 (+19%)
Value$41.1M (+$20.8M)
Filed 2026-11-06
Quadcap Wealth Management, LLC
NEW
Shares1,765,152
Change+1,765,152
Value$1.9M
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,352,291 from 43,054
Change+1,309,237 (+3041%)
Value$27.2M (+$26.7M)
Filed 2026-11-04
Neos Investment Management LLC
DECREASED
Shares1,086,416 from 1,277,512
Change-191,096 (-15%)
Value$21.9M (+$6.7M)
Filed 2026-11-04
Parcion Private Wealth LLC
DECREASED
Shares731,398 from 739,616
Change-8,218 (-1%)
Value$14.7M (+$5.9M)
Filed 2026-10-28
Sterling Investment Advisors LLC
DECREASED
Shares421,756 from 439,332
Change-17,576 (-4%)
Value$8.5M (+$3.3M)
Filed 2026-10-27
Titleist Asset Management, LLC
DECREASED
Shares350,726 from 359,448
Change-8,722 (-2%)
Value$7.1M (+$2.8M)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares344,953 from 220,577
Change+124,376 (+56%)
Value$6.9M (+$4.3M)
Filed 2026-11-06
All-Stars Investment Ltd
UNCHANGED
Shares319,100 from 319,100
Change0 (0%)
Value$6.4M (+$2.6M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares316,588 from 281,434
Change+35,154 (+12%)
Value$6.4K (-$3.3M)
Filed 2026-11-02
Sloy Dahl & Holst, LLC
UNCHANGED
Shares314,827 from 314,827
Change0 (0%)
Value$6.3M (+$2.6M)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
INCREASED
Shares241,467 from 233,704
Change+7,763 (+3%)
Value$4.9M (+$2.1M)
Filed 2026-10-28
BNC Wealth Management, LLC
NEW
Shares239,316
Change+239,316
Value$4.8M
Filed 2026-10-19
Ppsc Investment Service Corp
INCREASED
Shares232,719 from 192,000
Change+40,719 (+21%)
Value$4.7M (+$2.4M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares210,581 from 105,556
Change+105,025 (+100%)
Value$4.2M (+$3.0M)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares206,907
Change+206,907
Value$4.2M
Filed 2026-11-04
Deuterium Capital Management, LLC
UNCHANGED
Shares192,708 from 192,708
Change0 (0%)
Value$3.9M (+$1.6M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares190,698 from 187,026
Change+3,672 (+2%)
Value$3.8M (+$1.6M)
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
INCREASED
Shares155,347 from 137,885
Change+17,462 (+13%)
Value$3.1M (+$1.5M)
Filed 2026-10-22
Corecam Pte. Ltd.
INCREASED
Shares143,850 from 140,700
Change+3,150 (+2%)
Value$2.9M (+$1.2M)
Filed 2026-10-23
Cobblestone Asset Management LLC
INCREASED
Shares136,653 from 130,830
Change+5,823 (+4%)
Value$2.7M (+$1.2M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares128,523 from 106,769
Change+21,754 (+20%)
Value$2.6M (+$1.3M)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares124,868 from 113,824
Change+11,044 (+10%)
Value$2.5M (+$1.2M)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares121,486 from 156,317
Change-34,831 (-22%)
Value$2.4M (+$585.7K)
Filed 2026-11-06
Oxler Private Wealth LLC
DECREASED
Shares119,855 from 129,699
Change-9,844 (-8%)
Value$2.4M (+$869.4K)
Filed 2026-10-21
MFG Wealth Management, Inc.
DECREASED
Shares116,135 from 122,214
Change-6,079 (-5%)
Value$2.3M (+$883.5K)
Filed 2026-10-09
Investment Partners, Ltd.
INCREASED
Shares109,370 from 54,425
Change+54,945 (+101%)
Value$2.2M (+$1.6M)
Filed 2026-10-29
LCM Capital Management Inc
DECREASED
Shares105,030 from 109,030
Change-4,000 (-4%)
Value$2.1M (+$816.8K)
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares99,801 from 144,765
Change-44,964 (-31%)
Value$2.0M (+$286.7K)
Filed 2026-10-09
MBL Wealth, LLC
NEW
Shares98,383
Change+98,383
Value$2.0M
Filed 2026-10-22
Parisi Gray Wealth Management
NEW
Shares98,036
Change+98,036
Value$2.0M
Filed 2026-10-16
Cora Capital Advisors LLC
INCREASED
Shares94,058 from 53,959
Change+40,099 (+74%)
Value$1.9M (+$1.3M)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares91,461 from 9,793
Change+81,668 (+834%)
Value$1.8M (+$1.7M)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares91,256 from 87,364
Change+3,892 (+4%)
Value$1.8M (+$797.3K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares86,062 from 88,755
Change-2,693 (-3%)
Value$1.7M (+$676.3K)
Filed 2026-11-02
Emerald Advisors, LLC
INCREASED
Shares79,797 from 63,686
Change+16,111 (+25%)
Value$1.6M (+$848.3K)
Filed 2026-10-13
Garde Capital, Inc.
INCREASED
Shares76,507 from 73,041
Change+3,466 (+5%)
Value$1.5M (+$670.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares73,139 from 80,378
Change-7,239 (-9%)
Value$1.5M (+$515.9K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares71,975 from 66,609
Change+5,366 (+8%)
Value$1.4M (+$656.2K)
Filed 2026-10-23
Total Investment Management Inc
UNCHANGED
Shares67,577 from 67,577
Change0 (0%)
Value$1.4M (+$408.8K)
Filed 2026-10-22
Corecam AG
DECREASED
Shares65,800 from 66,600
Change-800 (-1%)
Value$1.3M (+$532.0K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares64,936 from 48,939
Change+15,997 (+33%)
Value$1.3M (+$724.6K)
Filed 2026-11-05
Wakefield Asset Management Lllp
INCREASED
Shares62,082 from 42,936
Change+19,146 (+45%)
Value$1.2M (+$738.6K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares61,794 from 28,460
Change+33,334 (+117%)
Value$1.2M (+$904.9K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares59,593 from 93,177
Change-33,584 (-36%)
Value$1.2M (+$91.1K)
Filed 2026-11-05
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares50,282 from 58,743
Change-8,461 (-14%)
Value$1.0M (+$313.2K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares48,688 from 53,006
Change-4,318 (-8%)
Value$979.6K (+$349.4K)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares48,460 from 32,951
Change+15,509 (+47%)
Value$975.0K (+$583.2K)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares47,588 from 47,494
Change+94 (+0%)
Value$957.5K (+$392.8K)
Filed 2026-10-30
Platform Technology Partners
UNCHANGED
Shares47,285 from 47,285
Change0 (0%)
Value$951.4K (+$389.2K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares45,150 from 44,425
Change+725 (+2%)
Value$908.4K (+$380.2K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares45,102 from 18,362
Change+26,740 (+146%)
Value$907 (-$217.1K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
INCREASED
Shares43,007 from 38,250
Change+4,757 (+12%)
Value$865.3K (+$410.5K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
NEW
Shares42,934
Change+42,934
Value$863.8K
Filed 2026-10-30
FSA Investment Group, LLC
NEW
Shares42,495
Change+42,495
Value$855.0K
Filed 2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED
Shares41,349 from 41,349
Change0 (0%)
Value$831.9K (+$340.3K)
Filed 2026-11-05
Asset Allocation Strategies LLC
INCREASED
Shares40,992 from 40,728
Change+264 (+1%)
Value$824.8K (+$340.5K)
Filed 2026-10-20
DDD Partners, LLC
INCREASED
Shares40,123 from 34,763
Change+5,360 (+15%)
Value$807.3K (+$393.9K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares40,123 from 39,946
Change+177 (+0%)
Value$807.3K (+$332.3K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED
Shares39,995 from 39,995
Change0 (0%)
Value$804.7K (+$329.2K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares39,233 from 44,783
Change-5,550 (-12%)
Value$789.4K (+$256.9K)
Filed 2026-11-06
Venture Visionary Partners LLC
NEW
Shares37,752
Change+37,752
Value$759.6K
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares37,444 from 36,197
Change+1,247 (+3%)
Value$753.4K (+$323.0K)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares36,635 from 35,123
Change+1,512 (+4%)
Value$737.1K (+$319.5K)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
UNCHANGED
Shares36,490 from 36,490
Change0 (0%)
Value$617.3K (+$256.2K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares36,169 from 36,169
Change0 (0%)
Value$727.7K (+$297.7K)
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares36,099 from 36,344
Change-245 (-1%)
Value$726.3K (+$294.2K)
Filed 2026-11-03
DWM Financial Group, Inc.
DECREASED
Shares35,556 from 36,872
Change-1,316 (-4%)
Value$715.4K (-$111.7K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
DECREASED
Shares35,429 from 36,480
Change-1,051 (-3%)
Value$712.8K (+$279.1K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares34,981 from 28,458
Change+6,523 (+23%)
Value$703.8K (+$365.5K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares34,492 from 28,067
Change+6,425 (+23%)
Value$694.0K (+$360.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares33,248 from 38,896
Change-5,648 (-15%)
Value$669.0K (+$206.5K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares33,155 from 29,305
Change+3,850 (+13%)
Value$667.1K (+$318.6K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares32,561 from 28,767
Change+3,794 (+13%)
Value$655.1K (+$313.1K)
Filed 2026-10-27
Inscription Capital, LLC
INCREASED
Shares30,810 from 30,582
Change+228 (+1%)
Value$619.9K (+$256.3K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares30,705 from 19,122
Change+11,583 (+61%)
Value$617.8K (+$390.4K)
Filed 2026-10-15
Synergy Asset Management, LLC
INCREASED
Shares30,616 from 24,030
Change+6,586 (+27%)
Value$616.0K (+$330.3K)
Filed 2026-11-05
Private Capital Advisors, Inc.
UNCHANGED
Shares30,135 from 30,135
Change0 (0%)
Value$606.3K (+$248.0K)
Filed 2026-10-06
Triad Wealth Partners, LLC
DECREASED
Shares27,820 from 28,008
Change-188 (-1%)
Value$559.7K (+$164.5K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares27,469 from 28,795
Change-1,326 (-5%)
Value$552.7K (+$210.3K)
Filed 2026-10-22
Regent Peak Wealth Advisors LLC
INCREASED
Shares24,870 from 22,460
Change+2,410 (+11%)
Value$500.4K (+$233.3K)
Filed 2026-10-13
Astra Wealth Partners LLC
NEW
Shares23,112
Change+23,112
Value$465.0K
Filed 2026-11-06
Formidable Asset Management, LLC
INCREASED
Shares22,873 from 22,498
Change+375 (+2%)
Value$272.0K (-$84.2K)
Filed 2026-11-03
San Luis Wealth Advisors LLC
UNCHANGED
Shares22,211 from 22,211
Change0 (0%)
Value$446.9K (+$182.8K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares22,202 from 20,872
Change+1,330 (+6%)
Value$446.7K (+$198.5K)
Filed 2026-10-23
Family Office Research LLC
NEW
Shares21,849
Change+21,849
Value$439.6K
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares21,783
Change+21,783
Value$438.3K
Filed 2026-11-03
Primoris Wealth Advisors, LLC
NEW
Shares21,500
Change+21,500
Value$432.6K
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares21,092
Change+21,092
Value$407.9K
Filed 2026-11-03
Axxcess Wealth Management, LLC
NEW
Shares20,781
Change+20,781
Value$418.1K
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares20,276 from 20,276
Change0 (0%)
Value$408.0K (+$166.9K)
Filed 2026-10-26
T3 Companies, LLC
NEW
Shares20,037
Change+20,037
Value$403.1K
Filed 2026-10-22
Jefferies Financial Group Inc.
DECREASED
Shares20,000 from 28,126
Change-8,126 (-29%)
Value$402.4K (+$68.0K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
INCREASED
Shares19,237 from 18,575
Change+662 (+4%)
Value$387.0K (+$166.2K)
Filed 2026-11-03
Genesis Private Wealth, LLC
NEW
Shares19,140
Change+19,140
Value$385.1K
Filed 2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED
Shares19,060 from 19,060
Change0 (0%)
Value$383.5K (+$156.9K)
Filed 2026-11-04
Quantum Financial Partners LLC
DECREASED
Shares18,902 from 22,452
Change-3,550 (-16%)
Value$380.3K (+$113.4K)
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares18,337 from 13,378
Change+4,959 (+37%)
Value$368.9K (+$209.9K)
Filed 2026-10-16
Heritage Investment Group, Inc.
UNCHANGED
Shares18,245 from 18,245
Change0 (0%)
Value$367.1K (+$150.2K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares17,660 from 14,575
Change+3,085 (+21%)
Value$355.3K (+$182.0K)
Filed 2026-11-04
Andina Capital Management, LLC
INCREASED
Shares17,548 from 16,436
Change+1,112 (+7%)
Value$353.1K (+$157.6K)
Filed 2026-10-21
Vontobel Holding Ltd.
NEW
Shares17,484
Change+17,484
Value$351.8K
Filed 2026-10-16
Apollon Wealth Management, LLC
NEW
Shares17,237
Change+17,237
Value$346.8K
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,177 from 29,123
Change-11,946 (-41%)
Value$956.8K (+$562.7K)
Filed 2026-10-13
Lynx Capital Group LTD
UNCHANGED
Shares17,100 from 17,100
Change0 (0%)
Value$344.1K (+$140.7K)
Filed 2026-11-04
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares17,000 from 28,021
Change-11,021 (-39%)
Value$342.0K (+$8.9K)
Filed 2026-10-29
Gallacher Capital Management LLC
DECREASED
Shares16,941 from 27,211
Change-10,270 (-38%)
Value$340.9K (+$17.3K)
Filed 2026-10-30
Falcon Wealth Planning
NEW
Shares16,906
Change+16,906
Value$340.1K
Filed 2026-11-06
Capital Wealth Alliance, LLC
NEW
Shares16,781
Change+16,781
Value$337.6K
Filed 2026-10-20
Franchise GP Ltd
UNCHANGED
Shares16,750 from 16,750
Change0 (0%)
Value$337.0K (+$137.9K)
Filed 2026-10-16
Wespac Advisors, LLC
INCREASED
Shares16,541 from 10,954
Change+5,587 (+51%)
Value$332.8K (+$202.6K)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares16,515 from 14,975
Change+1,540 (+10%)
Value$332.3K (+$154.2K)
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares16,347 from 16,320
Change+27 (+0%)
Value$328.9K (+$134.9K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares16,150 from 20,107
Change-3,957 (-20%)
Value$324.9K (+$85.9K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
UNCHANGED
Shares16,130 from 16,130
Change0 (0%)
Value$324.5K (+$132.8K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares16,024 from 13,919
Change+2,105 (+15%)
Value$322.4K (+$102.1K)
Filed 2026-10-13
City State Bank
DECREASED
Shares15,570 from 16,070
Change-500 (-3%)
Value$313.3K (+$122.2K)
Filed 2026-10-20
Vivid Wealth Management, LLC
DECREASED
Shares15,395 from 15,780
Change-385 (-2%)
Value$309.7K (+$122.1K)
Filed 2026-10-27
MSH Capital Advisors LLC
NEW
Shares15,271
Change+15,271
Value$306.2K
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares15,093 from 14,336
Change+757 (+5%)
Value$303.7K (+$133.2K)
Filed 2026-10-28
55 North Private Wealth, LLC
NEW
Shares14,511
Change+14,511
Value$292.0K
Filed 2026-10-20
Ritholtz Wealth Management
UNCHANGED
Shares14,307 from 14,307
Change0 (0%)
Value$287.9K (+$117.7K)
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares14,101 from 14,101
Change0 (0%)
Value$283.7K (+$116.1K)
Filed 2026-10-23
Revisor Wealth Management LLC
DECREASED
Shares14,100 from 29,097
Change-14,997 (-52%)
Value$533.0K (+$187.1K)
Filed 2026-10-20
First United Bank & Trust
INCREASED
Shares14,015 from 13,815
Change+200 (+1%)
Value$282.0K (+$117.7K)
Filed 2026-10-22
Keystone Global Partners, LLC
UNCHANGED
Shares13,950 from 13,950
Change0 (0%)
Value$280.7K (+$114.8K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
NEW
Shares13,775
Change+13,775
Value$277.2K
Filed 2026-10-27
Ridgewood Investments LLC
NEW
Shares13,697
Change+13,697
Value$275.6K
Filed 2026-10-05
Independent Financial Group, LLC
INCREASED
Shares13,692 from 13,055
Change+637 (+5%)
Value$275.5K (+$120.3K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares13,563
Change+13,563
Value$272.9K
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares13,237 from 13,237
Change0 (0%)
Value$266.3K (+$108.9K)
Filed 2026-10-13
Factor Wealth Management LTD
UNCHANGED
Shares12,792 from 12,792
Change0 (0%)
Value$257.4K (+$105.3K)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
DECREASED
Shares12,412 from 13,092
Change-680 (-5%)
Value$249.7K (+$94.1K)
Filed 2026-10-21
Oakworth Capital, Inc.
UNCHANGED
Shares12,220 from 12,220
Change0 (0%)
Value$245.9K (+$96.9K)
Filed 2026-10-26
Lauer Wealth, LLC
NEW
Shares12,157
Change+12,157
Value$677.1K
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
UNCHANGED
Shares11,809 from 11,809
Change0 (0%)
Value$237.6K (+$97.2K)
Filed 2026-10-14
Wealth Group Ltd
INCREASED
Shares11,784 from 11,281
Change+503 (+4%)
Value$237.0K (+$102.8K)
Filed 2026-10-07
GK Wealth Management LLC
DECREASED
Shares11,594 from 17,705
Change-6,111 (-35%)
Value$233.3K (+$22.7K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
NEW
Shares11,545
Change+11,545
Value$232.3K
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares11,446 from 11,446
Change0 (0%)
Value$230.3K (+$94.2K)
Filed 2026-10-20
J2 Capital Management Inc
UNCHANGED
Shares11,422 from 11,422
Change0 (0%)
Value$229.8K (+$94.0K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares10,800 from 17,689
Change-6,889 (-39%)
Value$217.3K (+$7.0K)
Filed 2026-10-28
GFS Advisors, LLC
DECREASED
Shares10,785 from 22,995
Change-12,210 (-53%)
Value$217.0K (+$112.5K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares10,750 from 7,750
Change+3,000 (+39%)
Value$216.3K (+$124.1K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares10,724 from 10,829
Change-105 (-1%)
Value$215.8K (+$87.0K)
Filed 2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares10,684 from 10,684
Change0 (0%)
Value$215.0K (+$87.9K)
Filed 2026-10-15
Trek Financial, LLC
NEW
Shares10,358
Change+10,358
Value$208.4K
Filed 2026-10-29
Clientfirst Wealth Management, LLC
DECREASED
Shares10,278 from 10,378
Change-100 (-1%)
Value$206.8K (+$83.4K)
Filed 2026-11-04
Avaii Wealth Management, LLC
NEW
Shares10,187
Change+10,187
Value$204.9K
Filed 2026-10-09
Kagan Cocozza Asset Management
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$201.4K (+$82.4K)
Filed 2026-10-19
Sara-Bay Financial
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$201.2K (+$82.3K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares9,297 from 9,297
Change0 (0%)
Value$110.5K ($0)
Filed 2026-11-06
New Wave Wealth Advisors LLC
DECREASED
Shares8,569 from 25,712
Change-17,143 (-67%)
Value$485.7K (+$180.0K)
Filed 2026-10-19
Northbridge Financial Group, LLC
DECREASED
Shares8,091 from 24,493
Change-16,402 (-67%)
Value$492.7K (+$201.4K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares6,729 from 6,729
Change0 (0%)
Value$135.4K (+$55.4K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares6,039 from 800
Change+5,239 (+655%)
Value$331.5K (+$322.0K)
Filed 2026-10-15
Proathlete Wealth Management LLC
UNCHANGED
Shares5,960 from 5,960
Change0 (0%)
Value$119.9K (+$49.1K)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares5,892 from 1,292
Change+4,600 (+356%)
Value$118.5K (+$103.2K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares5,650 from 11,300
Change-5,650 (-50%)
Value$113.7K (-$20.7K)
Filed 2026-11-04
Fortitude Financial, LLC
NEW
Shares5,606
Change+5,606
Value$338.4K
Filed 2026-10-19
OceanIQ Capital, LLC
DECREASED
Shares5,200 from 15,601
Change-10,401 (-67%)
Value$294.7K (+$73.5K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares5,011 from 5,684
Change-673 (-12%)
Value$100.8K (+$33.2K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares4,990 from 4,990
Change0 (0%)
Value$100.4K (+$41.1K)
Filed 2026-10-13
Noble Wealth Management PBC
UNCHANGED
Shares4,210 from 4,210
Change0 (0%)
Value$84.7K (+$34.6K)
Filed 2026-10-01
Sovran Advisors, LLC
DECREASED
Shares4,047 from 13,078
Change-9,031 (-69%)
Value$213.6K (+$24.1K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares4,003
Change+4,003
Value$216.5K
Filed 2026-10-27
Merit Financial Group, LLC
DECREASED
Shares4,003 from 4,234
Change-231 (-5%)
Value$80.5K (+$30.2K)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
NEW
Shares3,782
Change+3,782
Value$231.8K
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$68.6K (+$28.0K)
Filed 2026-10-23
Nemes Rush Group LLC
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$67.4K (+$27.6K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$62.3K (+$25.5K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares2,821 from 3,046
Change-225 (-7%)
Value$56.8K (+$20.5K)
Filed 2026-10-26
Activest Wealth Management
DECREASED
Shares2,403 from 6,493
Change-4,090 (-63%)
Value$48.4K (-$28.9K)
Filed 2026-10-15
Nfsg Corp
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$47.6K (+$19.5K)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$44.8K (+$18.3K)
Filed 2026-10-06
MTM Investment Management, LLC
NEW
Shares1,985
Change+1,985
Value$39.9K
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,820 from 1,570
Change+250 (+16%)
Value$36.6K (+$18.0K)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$35.1K (+$14.3K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares1,739
Change+1,739
Value$35.0K
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$32.5K (+$13.3K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares1,550 from 3,100
Change-1,550 (-50%)
Value$31.2K (-$5.7K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares1,453 from 6,835
Change-5,382 (-79%)
Value$29.2K (-$52.0K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares1,445
Change+1,445
Value$29.1K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$26.4K (+$10.8K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares1,280 from 612
Change+668 (+109%)
Value$25.8K (+$18.5K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares894
Change+894
Value$18.0K
Filed 2026-10-29
Provenance Wealth Advisors, LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$17.6K (+$7.2K)
Filed 2026-10-30
IAG Wealth Partners, LLC
DECREASED
Shares854 from 3,323
Change-2,469 (-74%)
Value$17.2K (-$22.3K)
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$16 (+$7)
Filed 2026-11-04
CX Institutional
INCREASED
Shares700 from 290
Change+410 (+141%)
Value$14 (+$11)
Filed 2026-10-02
Financial Management Professionals, Inc.
INCREASED
Shares630 from 560
Change+70 (+13%)
Value$12.7K (+$6.0K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$12.5K (+$5.1K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares574
Change+574
Value$11.5K
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$10.6K (+$4.3K)
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares489
Change+489
Value$9.8K
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares480
Change+480
Value$9.7K
Filed 2026-11-06
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$9.1K (+$3.7K)
Filed 2026-10-28
UMB Bank, n.a.
NEW
Shares406
Change+406
Value$8.2K
Filed 2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$8.0K (+$3.3K)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$7.8K (+$3.2K)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
NEW
Shares382
Change+382
Value$7.7K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares360
Change+360
Value$7.2K
Filed 2026-10-19
Entrust Financial LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$6.9K (+$2.8K)
Filed 2026-11-04
Trellis Wealth Advisors LLC
NEW
Shares300
Change+300
Value$6.0K
Filed 2026-10-19
Bfsg, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.0K (+$2.5K)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$5.9K (+$2.4K)
Filed 2026-11-05
Alta Capital Management LLC/
NEW
Shares277
Change+277
Value$5.6K
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares257 from 155
Change+102 (+66%)
Value$5.2K (+$3.3K)
Filed 2026-10-20
Signature Equity Partners, LLC
NEW
Shares210
Change+210
Value$4.2K
Filed 2026-10-29
Hoey Investments, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.0K (+$1.6K)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.0K (+$1.6K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares195 from 595
Change-400 (-67%)
Value$3.9K (-$3.2K)
Filed 2026-10-30
Nvwm, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$3.9K (+$1.6K)
Filed 2026-10-14
Assetmark, Inc
NEW
Shares181
Change+181
Value$3.6K
Filed 2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$3.4K (+$1.4K)
Filed 2026-10-09
Clearstead Trust, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$3.1K (+$1.3K)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares126
Change+126
Value$2.5K
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$1.8K (+$740)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.4K (+$576)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.4K (+$577)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$845 (+$346)
Filed 2026-10-16
Fiduciary Alliance LLC
CLOSED
Shares0 from 177,173
Change-177,173 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
Palatine Hill Wealth Management, LLC
CLOSED
Shares0 from 104,700
Change-104,700 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 60,745
Change-60,745 (-100%)
Value$0 (-$722.3K)
Filed 2026-11-02
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 60,502
Change-60,502 (-100%)
Value$0 (-$957.7K)
Filed 2026-10-26
Meitav Investment House LTD
CLOSED
Shares0 from 56,026
Change-56,026 (-100%)
Value$0 (-$666.1K)
Filed 2026-10-28
KTF Investments, LLC
CLOSED
Shares0 from 54,600
Change-54,600 (-100%)
Value$0 (-$649.2K)
Filed 2026-10-23
Watershed Private Wealth LLC
CLOSED
Shares0 from 52,796
Change-52,796 (-100%)
Value$0 (-$627.7K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 44,229
Change-44,229 (-100%)
Value$0 (-$525.9K)
Filed 2026-10-21
Warm Springs Advisors Inc.
CLOSED
Shares0 from 44,000
Change-44,000 (-100%)
Value$0 (-$523.2K)
Filed 2026-10-28
Strong Tower Advisory Services
CLOSED
Shares0 from 41,431
Change-41,431 (-100%)
Value$0 (-$492.6K)
Filed 2026-10-13
Tamar Securities, LLC
CLOSED
Shares0 from 34,775
Change-34,775 (-100%)
Value$0 (-$413.5K)
Filed 2026-11-03
MGO One Seven LLC
CLOSED
Shares0 from 33,704
Change-33,704 (-100%)
Value$0 (-$400.7K)
Filed 2026-10-28
Zinnia Wealth Advisory, LLC
CLOSED
Shares0 from 21,823
Change-21,823 (-100%)
Value$0 (-$259.5K)
Filed 2026-11-06
Security National Bank
CLOSED
Shares0 from 21,342
Change-21,342 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-26
Parallel Advisors, LLC
CLOSED
Shares0 from 20,667
Change-20,667 (-100%)
Value$0 (-$245.7K)
Filed 2026-11-03
Fortis Group Advisors, LLC
CLOSED
Shares0 from 19,222
Change-19,222 (-100%)
Value$0 (-$228.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 19,167
Change-19,167 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-16
Howard Capital Management Group, LLC
CLOSED
Shares0 from 17,350
Change-17,350 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-16
Blue Square Asset Management, LLC
CLOSED
Shares0 from 17,000
Change-17,000 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
CLOSED
Shares0 from 16,435
Change-16,435 (-100%)
Value$0 (-$237.8K)
Filed 2026-10-26
NTV Asset Management LLC
CLOSED
Shares0 from 16,065
Change-16,065 (-100%)
Value$0 (-$191.0K)
Filed 2026-10-23
Langley Wealth Management, LLC
CLOSED
Shares0 from 15,361
Change-15,361 (-100%)
Value$0 (-$182.6K)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
CLOSED
Shares0 from 15,031
Change-15,031 (-100%)
Value$0 (-$178.7K)
Filed 2026-10-23
WMS Group LLC
CLOSED
Shares0 from 14,342
Change-14,342 (-100%)
Value$0 (-$170.5K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 13,243
Change-13,243 (-100%)
Value$0 (-$157.5K)
Filed 2026-10-14
Mainstream Capital Management LLC
CLOSED
Shares0 from 12,849
Change-12,849 (-100%)
Value$0 (-$152.8K)
Filed 2026-10-23
United Advisor Group, LLC
CLOSED
Shares0 from 11,906
Change-11,906 (-100%)
Value$0 (-$141.6K)
Filed 2026-11-03
Whitener Capital Management, Inc.
CLOSED
Shares0 from 11,886
Change-11,886 (-100%)
Value$0 (-$141.3K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 11,695
Change-11,695 (-100%)
Value$0 (-$139.1K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 11,555
Change-11,555 (-100%)
Value$0 (-$167.8K)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 11,540
Change-11,540 (-100%)
Value$0 (-$137.2K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 11,300
Change-11,300 (-100%)
Value$0 (-$134.4K)
Filed 2026-10-15
Cassia Capital Partners, LLC
CLOSED
Shares0 from 10,219
Change-10,219 (-100%)
Value$0 (-$121.5K)
Filed 2026-11-04
Carret Asset Management, LLC
CLOSED
Shares0 from 10,100
Change-10,100 (-100%)
Value$0 (-$120.1K)
Filed 2026-11-04
HB Wealth Management, LLC
CLOSED
Shares0 from 10,024
Change-10,024 (-100%)
Value$0 (-$119.2K)
Filed 2026-10-23
North Star Investment Management Corp.
CLOSED
Shares0 from 7,285
Change-7,285 (-100%)
Value$0 (-$86.6K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,632
Change-2,632 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$28.5K)
Filed 2026-10-27
Kozak & Associates, Inc.
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,218
Change-1,218 (-100%)
Value$0 (-$14.8K)
Filed 2026-11-02
Princeton Global Asset Management LLC
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-29
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-05
Hurley Capital, LLC
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$8.4K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-23
Fortitude Family Office, LLC
CLOSED
Shares0 from 343
Change-343 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-14
Lodestone Wealth Management LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
Essential Partners LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-14
Salem Investment Counselors Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Quaker Wealth Management, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$797)
Filed 2026-10-26
Hughes Financial Services, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$618)
Filed 2026-10-30
American Capital Advisory, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$381)
Filed 2026-10-28
Coston, McIsaac & Partners
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Wells Fargo & Company
N/A
Shares— from 9,776,009
Change-9,776,009 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,606,021
Change-7,606,021 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,630,550
Change-6,630,550 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,604,906
Change-4,604,906 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,982,545
Change-1,982,545 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,707,946
Change-1,707,946 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,538,231
Change-1,538,231 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,500,865
Change-1,500,865 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,399,546
Change-1,399,546 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 1,220,065
Change-1,220,065 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,199,995
Change-1,199,995 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,177,840
Change-1,177,840 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,169,431
Change-1,169,431 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,138,150
Change-1,138,150 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,025,660
Change-1,025,660 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 818,390
Change-818,390 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 735,926
Change-735,926 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 719,595
Change-719,595 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 716,016
Change-716,016 (-100%)
Value—
UBS Group AG
N/A
Shares— from 697,692
Change-697,692 (-100%)
Value—
Betterment LLC
N/A
Shares— from 596,530
Change-596,530 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 565,617
Change-565,617 (-100%)
Value—
Alpine Fox Capital LLC
N/A
Shares— from 560,000
Change-560,000 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 549,000
Change-549,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 525,316
Change-525,316 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 444,450
Change-444,450 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 362,190
Change-362,190 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 344,593
Change-344,593 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 343,767
Change-343,767 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 332,526
Change-332,526 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 328,057
Change-328,057 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 325,375
Change-325,375 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 297,947
Change-297,947 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 278,004
Change-278,004 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 198,118
Change-198,118 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 182,710
Change-182,710 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 180,452
Change-180,452 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 171,394
Change-171,394 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 170,682
Change-170,682 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 170,190
Change-170,190 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 155,653
Change-155,653 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 150,975
Change-150,975 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 148,284
Change-148,284 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 146,645
Change-146,645 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 145,114
Change-145,114 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 141,319
Change-141,319 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 129,723
Change-129,723 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 125,416
Change-125,416 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 120,474
Change-120,474 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 120,056
Change-120,056 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 119,635
Change-119,635 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 108,377
Change-108,377 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 107,582
Change-107,582 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 105,300
Change-105,300 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 103,701
Change-103,701 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100,805
Change-100,805 (-100%)
Value—
NWI Management LP
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 98,408
Change-98,408 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 98,268
Change-98,268 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 94,873
Change-94,873 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 88,824
Change-88,824 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 87,147
Change-87,147 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 85,680
Change-85,680 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 82,700
Change-82,700 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 82,668
Change-82,668 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 80,299
Change-80,299 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 76,027
Change-76,027 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,596
Change-75,596 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 70,134
Change-70,134 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 65,594
Change-65,594 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 64,313
Change-64,313 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 63,398
Change-63,398 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 62,531
Change-62,531 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 61,519
Change-61,519 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 61,352
Change-61,352 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 59,464
Change-59,464 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 58,626
Change-58,626 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 58,200
Change-58,200 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 56,244
Change-56,244 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 53,849
Change-53,849 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 53,484
Change-53,484 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 52,860
Change-52,860 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 52,547
Change-52,547 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 51,517
Change-51,517 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 51,098
Change-51,098 (-100%)
Value—
Nan Fung Group Holdings Ltd
N/A
Shares— from 50,549
Change-50,549 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 49,773
Change-49,773 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 48,307
Change-48,307 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 46,822
Change-46,822 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 41,790
Change-41,790 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 38,242
Change-38,242 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 38,130
Change-38,130 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 38,059
Change-38,059 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 37,838
Change-37,838 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 37,758
Change-37,758 (-100%)
Value—
EFG International AG
N/A
Shares— from 37,080
Change-37,080 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 35,563
Change-35,563 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 35,399
Change-35,399 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 34,560
Change-34,560 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 34,180
Change-34,180 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 34,008
Change-34,008 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,992
Change-33,992 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,530
Change-32,530 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,431
Change-32,431 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,073
Change-31,073 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,579
Change-30,579 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 28,945
Change-28,945 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 26,530
Change-26,530 (-100%)
Value—
Boussard & Gavaudan Gestion SAS
N/A
Shares— from 26,473
Change-26,473 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 26,131
Change-26,131 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,088
Change-26,088 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 25,989
Change-25,989 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 25,958
Change-25,958 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 25,834
Change-25,834 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 25,521
Change-25,521 (-100%)
Value—
Mmcap International Inc. SPC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 24,833
Change-24,833 (-100%)
Value—
Orland Properties Ltd
N/A
Shares— from 24,769
Change-24,769 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 23,315
Change-23,315 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 22,882
Change-22,882 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,449
Change-22,449 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,943
Change-21,943 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,587
Change-21,587 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 20,944
Change-20,944 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,792
Change-20,792 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,804
Change-19,804 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 19,488
Change-19,488 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 19,358
Change-19,358 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 19,006
Change-19,006 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 18,499
Change-18,499 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 17,692
Change-17,692 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,268
Change-17,268 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 15,707
Change-15,707 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 15,314
Change-15,314 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,638
Change-13,638 (-100%)
Value—
Rakuten Group, Inc.
N/A
Shares— from 13,103
Change-13,103 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 12,678
Change-12,678 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 12,094
Change-12,094 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,595
Change-10,595 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,436
Change-10,436 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 9,892
Change-9,892 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 8,492
Change-8,492 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 7,384
Change-7,384 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 900
Change-900 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 817
Change-817 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 735
Change-735 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 684
Change-684 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 393
Change-393 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 40
Change-40 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Imc-Chicago, LLC
NEW5,332,275—+5,332,275——$107.3M—2026-11-05
LPL Financial LLC
INCREASED2,043,8381,712,763+331,075+19%$20.4M$41.1M+$20.8M2026-11-06
Quadcap Wealth Management, LLC
NEW1,765,152—+1,765,152——$1.9M—2026-11-02
Citigroup Inc
INCREASED1,352,29143,054+1,309,237+3041%$511.9K$27.2M+$26.7M2026-11-04
Neos Investment Management LLC
DECREASED1,086,4161,277,512-191,096-15%$15.2M$21.9M+$6.7M2026-11-04
Parcion Private Wealth LLC
DECREASED731,398739,616-8,218-1%$8.8M$14.7M+$5.9M2026-10-28
Sterling Investment Advisors LLC
DECREASED421,756439,332-17,576-4%$5.2M$8.5M+$3.3M2026-10-27
Titleist Asset Management, LLC
DECREASED350,726359,448-8,722-2%$4.3M$7.1M+$2.8M2026-10-08
PNC Financial Services Group, Inc.
INCREASED344,953220,577+124,376+56%$2.6M$6.9M+$4.3M2026-11-06
All-Stars Investment Ltd
UNCHANGED319,100319,10000%$3.8M$6.4M+$2.6M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED316,588281,434+35,154+12%$3.3M$6.4K-$3.3M2026-11-02
Sloy Dahl & Holst, LLC
UNCHANGED314,827314,82700%$3.7M$6.3M+$2.6M2026-10-14
Alliance Wealth Advisors, LLC
INCREASED241,467233,704+7,763+3%$2.8M$4.9M+$2.1M2026-10-28
BNC Wealth Management, LLC
NEW239,316—+239,316——$4.8M—2026-10-19
Ppsc Investment Service Corp
INCREASED232,719192,000+40,719+21%$2.3M$4.7M+$2.4M2026-10-27
Bank of New York Mellon Corp
INCREASED210,581105,556+105,025+100%$1.3M$4.2M+$3.0M2026-11-05
Simplex Trading, LLC
NEW206,907—+206,907——$4.2M—2026-11-04
Deuterium Capital Management, LLC
UNCHANGED192,708192,70800%$2.3M$3.9M+$1.6M2026-11-04
Fifth Third Bancorp
INCREASED190,698187,026+3,672+2%$2.2M$3.8M+$1.6M2026-11-05
Spectrum Strategic Capital Management, LLC
INCREASED155,347137,885+17,462+13%$1.6M$3.1M+$1.5M2026-10-22
Corecam Pte. Ltd.
INCREASED143,850140,700+3,150+2%$1.7M$2.9M+$1.2M2026-10-23
Cobblestone Asset Management LLC
INCREASED136,653130,830+5,823+4%$1.6M$2.7M+$1.2M2026-10-13
Commonwealth Equity Services, LLC
INCREASED128,523106,769+21,754+20%$1.3M$2.6M+$1.3M2026-11-02
Tactive Advisors, LLC
INCREASED124,868113,824+11,044+10%$1.4M$2.5M+$1.2M2026-10-08
Barclays PLC
DECREASED121,486156,317-34,831-22%$1.9M$2.4M+$585.7K2026-11-06
Oxler Private Wealth LLC
DECREASED119,855129,699-9,844-8%$1.5M$2.4M+$869.4K2026-10-21
MFG Wealth Management, Inc.
DECREASED116,135122,214-6,079-5%$1.5M$2.3M+$883.5K2026-10-09
Investment Partners, Ltd.
INCREASED109,37054,425+54,945+101%$647.1K$2.2M+$1.6M2026-10-29
LCM Capital Management Inc
DECREASED105,030109,030-4,000-4%$1.3M$2.1M+$816.8K2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
DECREASED99,801144,765-44,964-31%$1.7M$2.0M+$286.7K2026-10-09
MBL Wealth, LLC
NEW98,383—+98,383——$2.0M—2026-10-22
Parisi Gray Wealth Management
NEW98,036—+98,036——$2.0M—2026-10-16
Cora Capital Advisors LLC
INCREASED94,05853,959+40,099+74%$641.6K$1.9M+$1.3M2026-11-02
McAdam, LLC
INCREASED91,4619,793+81,668+834%$116.4K$1.8M+$1.7M2026-10-21
IFP Advisors, Inc
INCREASED91,25687,364+3,892+4%$1.0M$1.8M+$797.3K2026-10-16
Creative Planning
DECREASED86,06288,755-2,693-3%$1.1M$1.7M+$676.3K2026-11-02
Emerald Advisors, LLC
INCREASED79,79763,686+16,111+25%$757.2K$1.6M+$848.3K2026-10-13
Garde Capital, Inc.
INCREASED76,50773,041+3,466+5%$868.5K$1.5M+$670.9K2026-10-29
Farther Finance Advisors, LLC
DECREASED73,13980,378-7,239-9%$955.7K$1.5M+$515.9K2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED71,97566,609+5,366+8%$792.0K$1.4M+$656.2K2026-10-23
Total Investment Management Inc
UNCHANGED67,57767,57700%$950.8K$1.4M+$408.8K2026-10-22
Corecam AG
DECREASED65,80066,600-800-1%$791.9K$1.3M+$532.0K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED64,93648,939+15,997+33%$581.9K$1.3M+$724.6K2026-11-05
Wakefield Asset Management Lllp
INCREASED62,08242,936+19,146+45%$510.5K$1.2M+$738.6K2026-11-05
Lido Advisors, LLC
INCREASED61,79428,460+33,334+117%$338.4K$1.2M+$904.9K2026-11-04
US Bancorp \de\
DECREASED59,59393,177-33,584-36%$1.1M$1.2M+$91.1K2026-11-05
Compass Financial Group, Inc. (Ohio)
DECREASED50,28258,743-8,461-14%$698.5K$1.0M+$313.2K2026-10-19
Kestra Advisory Services, LLC
DECREASED48,68853,006-4,318-8%$630.2K$979.6K+$349.4K2026-11-02
TrueWealth Advisors, LLC
INCREASED48,46032,951+15,509+47%$391.8K$975.0K+$583.2K2026-10-09
Truist Financial Corp
INCREASED47,58847,494+94+0%$564.7K$957.5K+$392.8K2026-10-30
Platform Technology Partners
UNCHANGED47,28547,28500%$562.2K$951.4K+$389.2K2026-11-02
Compass Financial Management LLC
INCREASED45,15044,425+725+2%$528.2K$908.4K+$380.2K2026-10-30
Park Avenue Securities LLC
INCREASED45,10218,362+26,740+146%$218.0K$907-$217.1K2026-10-26
Lake Street Private Wealth, LLC
INCREASED43,00738,250+4,757+12%$454.8K$865.3K+$410.5K2026-10-22
Parr Mcknight Wealth Management Group, LLC
NEW42,934—+42,934——$863.8K—2026-10-30
FSA Investment Group, LLC
NEW42,495—+42,495——$855.0K—2026-10-07
Joel Isaacson & Co., LLC
UNCHANGED41,34941,34900%$491.6K$831.9K+$340.3K2026-11-05
Asset Allocation Strategies LLC
INCREASED40,99240,728+264+1%$484.3K$824.8K+$340.5K2026-10-20
DDD Partners, LLC
INCREASED40,12334,763+5,360+15%$413.3K$807.3K+$393.9K2026-11-02
Victory Financial Group, LLC
INCREASED40,12339,946+177+0%$475.0K$807.3K+$332.3K2026-10-27
GHP Investment Advisors, Inc.
UNCHANGED39,99539,99500%$475.5K$804.7K+$329.2K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED39,23344,783-5,550-12%$532.5K$789.4K+$256.9K2026-11-06
Venture Visionary Partners LLC
NEW37,752—+37,752——$759.6K—2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED37,44436,197+1,247+3%$430.4K$753.4K+$323.0K2026-11-03
IPG Investment Advisors LLC
INCREASED36,63535,123+1,512+4%$417.6K$737.1K+$319.5K2026-10-30
Union Bancaire Privee, UBP SA
UNCHANGED36,49036,49000%$361.1K$617.3K+$256.2K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED36,16936,16900%$430.0K$727.7K+$297.7K2026-11-02
Brighton Jones LLC
DECREASED36,09936,344-245-1%$432.1K$726.3K+$294.2K2026-11-03
DWM Financial Group, Inc.
DECREASED35,55636,872-1,316-4%$827.0K$715.4K-$111.7K2026-10-28
AlphaStar Capital Management, LLC
DECREASED35,42936,480-1,051-3%$433.7K$712.8K+$279.1K2026-10-16
Clearstead Advisors, LLC
INCREASED34,98128,458+6,523+23%$338.4K$703.8K+$365.5K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED34,49228,067+6,425+23%$333.7K$694.0K+$360.3K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED33,24838,896-5,648-15%$462.5K$669.0K+$206.5K2026-11-05
Integrated Advisors Network LLC
INCREASED33,15529,305+3,850+13%$348.4K$667.1K+$318.6K2026-10-20
VestGen Advisors, LLC
INCREASED32,56128,767+3,794+13%$342.0K$655.1K+$313.1K2026-10-27
Inscription Capital, LLC
INCREASED30,81030,582+228+1%$363.6K$619.9K+$256.3K2026-11-02
Atria Investments, Inc
INCREASED30,70519,122+11,583+61%$227.4K$617.8K+$390.4K2026-10-15
Synergy Asset Management, LLC
INCREASED30,61624,030+6,586+27%$285.7K$616.0K+$330.3K2026-11-05
Private Capital Advisors, Inc.
UNCHANGED30,13530,13500%$358.3K$606.3K+$248.0K2026-10-06
Triad Wealth Partners, LLC
DECREASED27,82028,008-188-1%$395.2K$559.7K+$164.5K2026-10-26
Brookstone Capital Management
DECREASED27,46928,795-1,326-5%$342.4K$552.7K+$210.3K2026-10-22
Regent Peak Wealth Advisors LLC
INCREASED24,87022,460+2,410+11%$267.0K$500.4K+$233.3K2026-10-13
Astra Wealth Partners LLC
NEW23,112—+23,112——$465.0K—2026-11-06
Formidable Asset Management, LLC
INCREASED22,87322,498+375+2%$356.1K$272.0K-$84.2K2026-11-03
San Luis Wealth Advisors LLC
UNCHANGED22,21122,21100%$264.1K$446.9K+$182.8K2026-10-27
Signaturefd, LLC
INCREASED22,20220,872+1,330+6%$248.2K$446.7K+$198.5K2026-10-23
Family Office Research LLC
NEW21,849—+21,849——$439.6K—2026-10-14
Ascentis Independent Advisors
NEW21,783—+21,783——$438.3K—2026-11-03
Primoris Wealth Advisors, LLC
NEW21,500—+21,500——$432.6K—2026-10-28
StoneX Group Inc.
NEW21,092—+21,092——$407.9K—2026-11-03
Axxcess Wealth Management, LLC
NEW20,781—+20,781——$418.1K—2026-10-21
SJS Investment Consulting Inc.
UNCHANGED20,27620,27600%$241.1K$408.0K+$166.9K2026-10-26
T3 Companies, LLC
NEW20,037—+20,037——$403.1K—2026-10-22
Jefferies Financial Group Inc.
DECREASED20,00028,126-8,126-29%$334.4K$402.4K+$68.0K2026-11-05
Evolution Wealth Advisors, LLC
INCREASED19,23718,575+662+4%$220.9K$387.0K+$166.2K2026-11-03
Genesis Private Wealth, LLC
NEW19,140—+19,140——$385.1K—2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED19,06019,06000%$226.6K$383.5K+$156.9K2026-11-04
Quantum Financial Partners LLC
DECREASED18,90222,452-3,550-16%$267.0K$380.3K+$113.4K2026-10-19
KFG Wealth Management, LLC
INCREASED18,33713,378+4,959+37%$159.1K$368.9K+$209.9K2026-10-16
Heritage Investment Group, Inc.
UNCHANGED18,24518,24500%$216.9K$367.1K+$150.2K2026-11-03
Daymark Wealth Partners, LLC
INCREASED17,66014,575+3,085+21%$173.3K$355.3K+$182.0K2026-11-04
Andina Capital Management, LLC
INCREASED17,54816,436+1,112+7%$195.4K$353.1K+$157.6K2026-10-21
Vontobel Holding Ltd.
NEW17,484—+17,484——$351.8K—2026-10-16
Apollon Wealth Management, LLC
NEW17,237—+17,237——$346.8K—2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED17,17729,123-11,946-41%$394.0K$956.8K+$562.7K2026-10-13
Lynx Capital Group LTD
UNCHANGED17,10017,10000%$203.3K$344.1K+$140.7K2026-11-04
Pilgrim Partners Asia Pte Ltd
DECREASED17,00028,021-11,021-39%$333.2K$342.0K+$8.9K2026-10-29
Gallacher Capital Management LLC
DECREASED16,94127,211-10,270-38%$323.5K$340.9K+$17.3K2026-10-30
Falcon Wealth Planning
NEW16,906—+16,906——$340.1K—2026-11-06
Capital Wealth Alliance, LLC
NEW16,781—+16,781——$337.6K—2026-10-20
Franchise GP Ltd
UNCHANGED16,75016,75000%$199.2K$337.0K+$137.9K2026-10-16
Wespac Advisors, LLC
INCREASED16,54110,954+5,587+51%$130.2K$332.8K+$202.6K2026-10-26
Avior Wealth Management, LLC
INCREASED16,51514,975+1,540+10%$178.0K$332.3K+$154.2K2026-10-13
ETF Store, Inc.
INCREASED16,34716,320+27+0%$194.0K$328.9K+$134.9K2026-10-19
Perigon Wealth Management, LLC
DECREASED16,15020,107-3,957-20%$239.1K$324.9K+$85.9K2026-10-22
Trueblood Wealth Management, LLC
UNCHANGED16,13016,13000%$191.8K$324.5K+$132.8K2026-10-23
SAX Wealth Advisors, LLC
INCREASED16,02413,919+2,105+15%$220.3K$322.4K+$102.1K2026-10-13
City State Bank
DECREASED15,57016,070-500-3%$191.1K$313.3K+$122.2K2026-10-20
Vivid Wealth Management, LLC
DECREASED15,39515,780-385-2%$187.6K$309.7K+$122.1K2026-10-27
MSH Capital Advisors LLC
NEW15,271—+15,271——$306.2K—2026-11-03
Clear Creek Financial Management, LLC
INCREASED15,09314,336+757+5%$170.5K$303.7K+$133.2K2026-10-28
55 North Private Wealth, LLC
NEW14,511—+14,511——$292.0K—2026-10-20
Ritholtz Wealth Management
UNCHANGED14,30714,30700%$170.1K$287.9K+$117.7K2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED14,10114,10100%$167.7K$283.7K+$116.1K2026-10-23
Revisor Wealth Management LLC
DECREASED14,10029,097-14,997-52%$346.0K$533.0K+$187.1K2026-10-20
First United Bank & Trust
INCREASED14,01513,815+200+1%$164.3K$282.0K+$117.7K2026-10-22
Keystone Global Partners, LLC
UNCHANGED13,95013,95000%$165.9K$280.7K+$114.8K2026-10-13
Sterling Investment Advisors, Ltd.
NEW13,775—+13,775——$277.2K—2026-10-27
Ridgewood Investments LLC
NEW13,697—+13,697——$275.6K—2026-10-05
Independent Financial Group, LLC
INCREASED13,69213,055+637+5%$155.2K$275.5K+$120.3K2026-10-13
Verdence Capital Advisors LLC
NEW13,563—+13,563——$272.9K—2026-10-26
BigSur Wealth Management LLC
UNCHANGED13,23713,23700%$157.4K$266.3K+$108.9K2026-10-13
Factor Wealth Management LTD
UNCHANGED12,79212,79200%$152.1K$257.4K+$105.3K2026-10-08
OpenArc Corporate Advisory, LLC
DECREASED12,41213,092-680-5%$155.7K$249.7K+$94.1K2026-10-21
Oakworth Capital, Inc.
UNCHANGED12,22012,22000%$149.0K$245.9K+$96.9K2026-10-26
Lauer Wealth, LLC
NEW12,157—+12,157——$677.1K—2026-10-13
Redhawk Wealth Advisors, Inc.
UNCHANGED11,80911,80900%$140.4K$237.6K+$97.2K2026-10-14
Wealth Group Ltd
INCREASED11,78411,281+503+4%$134.1K$237.0K+$102.8K2026-10-07
GK Wealth Management LLC
DECREASED11,59417,705-6,111-35%$210.5K$233.3K+$22.7K2026-10-09
Gerber Kawasaki Wealth & Investment Management
NEW11,545—+11,545——$232.3K—2026-10-29
Kathmere Capital Management, LLC
UNCHANGED11,44611,44600%$136.1K$230.3K+$94.2K2026-10-20
J2 Capital Management Inc
UNCHANGED11,42211,42200%$135.8K$229.8K+$94.0K2026-10-19
Avestar Capital, LLC
DECREASED10,80017,689-6,889-39%$210.3K$217.3K+$7.0K2026-10-28
GFS Advisors, LLC
DECREASED10,78522,995-12,210-53%$104.5K$217.0K+$112.5K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED10,7507,750+3,000+39%$92.1K$216.3K+$124.1K2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED10,72410,829-105-1%$128.8K$215.8K+$87.0K2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED10,68410,68400%$127.0K$215.0K+$87.9K2026-10-15
Trek Financial, LLC
NEW10,358—+10,358——$208.4K—2026-10-29
Clientfirst Wealth Management, LLC
DECREASED10,27810,378-100-1%$123.4K$206.8K+$83.4K2026-11-04
Avaii Wealth Management, LLC
NEW10,187—+10,187——$204.9K—2026-10-09
Kagan Cocozza Asset Management
UNCHANGED10,01010,01000%$119.0K$201.4K+$82.4K2026-10-19
Sara-Bay Financial
UNCHANGED10,00010,00000%$118.9K$201.2K+$82.3K2026-10-21
Allworth Financial LP
UNCHANGED9,2979,29700%$110.5K$110.5K$02026-11-06
New Wave Wealth Advisors LLC
DECREASED8,56925,712-17,143-67%$305.7K$485.7K+$180.0K2026-10-19
Northbridge Financial Group, LLC
DECREASED8,09124,493-16,402-67%$291.2K$492.7K+$201.4K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED6,7296,72900%$80.0K$135.4K+$55.4K2026-11-02
AdvisorNet Financial, Inc
INCREASED6,039800+5,239+655%$9.5K$331.5K+$322.0K2026-10-15
Proathlete Wealth Management LLC
UNCHANGED5,9605,96000%$70.9K$119.9K+$49.1K2026-10-15
Private Wealth Management Group, LLC
INCREASED5,8921,292+4,600+356%$15.4K$118.5K+$103.2K2026-10-19
Citizens National Bank Trust Department
DECREASED5,65011,300-5,650-50%$134.4K$113.7K-$20.7K2026-11-04
Fortitude Financial, LLC
NEW5,606—+5,606——$338.4K—2026-10-19
OceanIQ Capital, LLC
DECREASED5,20015,601-10,401-67%$221.2K$294.7K+$73.5K2026-10-19
Triumph Capital Management
DECREASED5,0115,684-673-12%$67.6K$100.8K+$33.2K2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED4,9904,99000%$59.3K$100.4K+$41.1K2026-10-13
Noble Wealth Management PBC
UNCHANGED4,2104,21000%$50.1K$84.7K+$34.6K2026-10-01
Sovran Advisors, LLC
DECREASED4,04713,078-9,031-69%$189.5K$213.6K+$24.1K2026-11-02
Chicago Partners Investment Group LLC
NEW4,003—+4,003——$216.5K—2026-10-27
Merit Financial Group, LLC
DECREASED4,0034,234-231-5%$50.3K$80.5K+$30.2K2026-11-06
Castle Rock Wealth Management, LLC
NEW3,782—+3,782——$231.8K—2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED3,4083,40800%$40.5K$68.6K+$28.0K2026-10-23
Nemes Rush Group LLC
UNCHANGED3,3523,35200%$39.9K$67.4K+$27.6K2026-11-04
Richardson Capital Management LLC
UNCHANGED3,0973,09700%$36.8K$62.3K+$25.5K2026-10-23
Lanark Financial, Inc.
DECREASED2,8213,046-225-7%$36.2K$56.8K+$20.5K2026-10-26
Activest Wealth Management
DECREASED2,4036,493-4,090-63%$77.2K$48.4K-$28.9K2026-10-15
Nfsg Corp
UNCHANGED2,3642,36400%$28.1K$47.6K+$19.5K2026-10-15
Bangor Savings Bank
UNCHANGED2,2252,22500%$26.5K$44.8K+$18.3K2026-10-06
MTM Investment Management, LLC
NEW1,985—+1,985——$39.9K—2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED1,8201,570+250+16%$18.7K$36.6K+$18.0K2026-10-26
Wolff Wiese Magana LLC
UNCHANGED1,7431,74300%$20.7K$35.1K+$14.3K2026-10-15
DeDora Capital, Inc.
NEW1,739—+1,739——$35.0K—2026-10-26
Jnba Financial Advisors
UNCHANGED1,6151,61500%$19.2K$32.5K+$13.3K2026-11-03
Kelleher Financial Advisors
DECREASED1,5503,100-1,550-50%$36.9K$31.2K-$5.7K2026-10-30
Larson Financial Group LLC
DECREASED1,4536,835-5,382-79%$81.3K$29.2K-$52.0K2026-11-05
Laurel Wealth Advisors LLC
NEW1,445—+1,445——$29.1K—2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED1,3101,31000%$15.6K$26.4K+$10.8K2026-10-23
Acumen Wealth Advisors, LLC
INCREASED1,280612+668+109%$7.3K$25.8K+$18.5K2026-11-05
Next Level Wealth Planning, LLC
NEW894—+894——$18.0K—2026-10-29
Provenance Wealth Advisors, LLC
UNCHANGED87387300%$10.4K$17.6K+$7.2K2026-10-30
IAG Wealth Partners, LLC
DECREASED8543,323-2,469-74%$39.5K$17.2K-$22.3K2026-11-06
Avion Wealth
UNCHANGED80680600%$9$16+$72026-11-04
CX Institutional
INCREASED700290+410+141%$3$14+$112026-10-02
Financial Management Professionals, Inc.
INCREASED630560+70+13%$6.7K$12.7K+$6.0K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED62362300%$7.4K$12.5K+$5.1K2026-10-27
Jacobi Capital Management LLC
NEW574—+574——$11.5K—2026-11-05
Parkside Financial Bank & Trust
UNCHANGED52852800%$6.3K$10.6K+$4.3K2026-10-27
Rossby Financial, LCC
NEW489—+489——$9.8K—2026-11-05
Rothwell Investment Advisors, LLC
NEW480—+480——$9.7K—2026-11-06
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED45045000%$5.4K$9.1K+$3.7K2026-10-28
UMB Bank, n.a.
NEW406—+406——$8.2K—2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED40040000%$4.8K$8.0K+$3.3K2026-11-03
Financial Consulate, Inc
UNCHANGED39039000%$4.6K$7.8K+$3.2K2026-10-23
Comprehensive Financial Planning, Inc.
NEW382—+382——$7.7K—2026-10-27
UMB Private Wealth Management, LLC
NEW360—+360——$7.2K—2026-10-19
Entrust Financial LLC
UNCHANGED34334300%$4.1K$6.9K+$2.8K2026-11-04
Trellis Wealth Advisors LLC
NEW300—+300——$6.0K—2026-10-19
Bfsg, LLC
UNCHANGED30030000%$3.6K$6.0K+$2.5K2026-10-30
Central Trust Co
UNCHANGED29529500%$3.5K$5.9K+$2.4K2026-11-05
Alta Capital Management LLC/
NEW277—+277——$5.6K—2026-10-26
Private Trust Co NA
INCREASED257155+102+66%$1.8K$5.2K+$3.3K2026-10-20
Signature Equity Partners, LLC
NEW210—+210——$4.2K—2026-10-29
Hoey Investments, Inc
UNCHANGED20020000%$2.4K$4.0K+$1.6K2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED20020000%$2.4K$4.0K+$1.6K2026-10-16
Spire Wealth Management
DECREASED195595-400-67%$7.1K$3.9K-$3.2K2026-10-30
Nvwm, LLC
UNCHANGED19519500%$2.3K$3.9K+$1.6K2026-10-14
Assetmark, Inc
NEW181—+181——$3.6K—2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED16716700%$2.0K$3.4K+$1.4K2026-10-09
Clearstead Trust, LLC
UNCHANGED15515500%$1.8K$3.1K+$1.3K2026-11-06
Blue Trust, Inc.
NEW126—+126——$2.5K—2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED909000%$1.1K$1.8K+$7402026-10-20
Trust Co of Toledo NA
UNCHANGED707000%$832$1.4K+$5762026-10-16
MV Capital Management, Inc.
UNCHANGED707000%$834$1.4K+$5772026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED424200%$499$845+$3462026-10-16
Fiduciary Alliance LLC
CLOSED0177,173-177,173-100%$2.1M$0-$2.1M2026-10-13
Palatine Hill Wealth Management, LLC
CLOSED0104,700-104,700-100%$1.2M$0-$1.2M2026-11-03
Pekin Hardy Strauss, Inc.
CLOSED060,745-60,745-100%$722.3K$0-$722.3K2026-11-02
J. Safra Sarasin Holding AG
CLOSED060,502-60,502-100%$957.7K$0-$957.7K2026-10-26
Meitav Investment House LTD
CLOSED056,026-56,026-100%$666.1K$0-$666.1K2026-10-28
KTF Investments, LLC
CLOSED054,600-54,600-100%$649.2K$0-$649.2K2026-10-23
Watershed Private Wealth LLC
CLOSED052,796-52,796-100%$627.7K$0-$627.7K2026-10-30
Wealthcare Advisory Partners LLC
CLOSED044,229-44,229-100%$525.9K$0-$525.9K2026-10-21
Warm Springs Advisors Inc.
CLOSED044,000-44,000-100%$523.2K$0-$523.2K2026-10-28
Strong Tower Advisory Services
CLOSED041,431-41,431-100%$492.6K$0-$492.6K2026-10-13
Tamar Securities, LLC
CLOSED034,775-34,775-100%$413.5K$0-$413.5K2026-11-03
MGO One Seven LLC
CLOSED033,704-33,704-100%$400.7K$0-$400.7K2026-10-28
Zinnia Wealth Advisory, LLC
CLOSED021,823-21,823-100%$259.5K$0-$259.5K2026-11-06
Security National Bank
CLOSED021,342-21,342-100%$253.8K$0-$253.8K2026-10-26
Parallel Advisors, LLC
CLOSED020,667-20,667-100%$245.7K$0-$245.7K2026-11-03
Fortis Group Advisors, LLC
CLOSED019,222-19,222-100%$228.6K$0-$228.6K2026-11-06
Concurrent Investment Advisors, LLC
CLOSED019,167-19,167-100%$227.9K$0-$227.9K2026-10-16
Howard Capital Management Group, LLC
CLOSED017,350-17,350-100%$206.3K$0-$206.3K2026-10-16
Blue Square Asset Management, LLC
CLOSED017,000-17,000-100%$202.1K$0-$202.1K2026-11-02
SevenBridge Financial Group, LLC
CLOSED016,435-16,435-100%$237.8K$0-$237.8K2026-10-26
NTV Asset Management LLC
CLOSED016,065-16,065-100%$191.0K$0-$191.0K2026-10-23
Langley Wealth Management, LLC
CLOSED015,361-15,361-100%$182.6K$0-$182.6K2026-11-04
Beese Fulmer Investment Management, Inc.
CLOSED015,031-15,031-100%$178.7K$0-$178.7K2026-10-23
WMS Group LLC
CLOSED014,342-14,342-100%$170.5K$0-$170.5K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED013,243-13,243-100%$157.5K$0-$157.5K2026-10-14
Mainstream Capital Management LLC
CLOSED012,849-12,849-100%$152.8K$0-$152.8K2026-10-23
United Advisor Group, LLC
CLOSED011,906-11,906-100%$141.6K$0-$141.6K2026-11-03
Whitener Capital Management, Inc.
CLOSED011,886-11,886-100%$141.3K$0-$141.3K2026-10-15
EverSource Wealth Advisors, LLC
CLOSED011,695-11,695-100%$139.1K$0-$139.1K2026-11-04
Cornerstone Planning Group LLC
CLOSED011,555-11,555-100%$167.8K$0-$167.8K2026-10-16
Sumitomo Mitsui Trust Group, Inc.
CLOSED011,540-11,540-100%$137.2K$0-$137.2K2026-10-29
Legacy Financial Strategies, LLC
CLOSED011,300-11,300-100%$134.4K$0-$134.4K2026-10-15
Cassia Capital Partners, LLC
CLOSED010,219-10,219-100%$121.5K$0-$121.5K2026-11-04
Carret Asset Management, LLC
CLOSED010,100-10,100-100%$120.1K$0-$120.1K2026-11-04
HB Wealth Management, LLC
CLOSED010,024-10,024-100%$119.2K$0-$119.2K2026-10-23
North Star Investment Management Corp.
CLOSED07,285-7,285-100%$86.6K$0-$86.6K2026-10-27
Gill Capital Partners, LLC
CLOSED02,632-2,632-100%$31.3K$0-$31.3K2026-10-13
Bokf, NA
CLOSED02,400-2,400-100%$28.5K$0-$28.5K2026-10-27
Kozak & Associates, Inc.
CLOSED02,100-2,100-100%$25.6K$0-$25.6K2026-10-29
Pension & Wealth Management Advisors, Inc.
CLOSED01,400-1,400-100%$16.6K$0-$16.6K2026-10-16
International Assets Investment Management, LLC
CLOSED01,218-1,218-100%$14.8K$0-$14.8K2026-11-02
Princeton Global Asset Management LLC
CLOSED0975-975-100%$11.6K$0-$11.6K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED0975-975-100%$11.6K$0-$11.6K2026-10-29
Wilkerson Advisory Group LLC
CLOSED0744-744-100%$8.8K$0-$8.8K2026-10-20
Brooklyn FI, LLC
CLOSED0713-713-100%$10.4K$0-$10.4K2026-11-05
Hurley Capital, LLC
CLOSED0703-703-100%$8.4K$0-$8.4K2026-11-05
Stone House Investment Management, LLC
CLOSED0677-677-100%$8.1K$0-$8.1K2026-10-23
Fortitude Family Office, LLC
CLOSED0343-343-100%$4.1K$0-$4.1K2026-10-14
Lodestone Wealth Management LLC
CLOSED0327-327-100%$3.9K$0-$3.9K2026-10-14
MCF Advisors LLC
CLOSED0200-200-100%$2.4K$0-$2.4K2026-10-28
Harbor Investment Advisory, LLC
CLOSED0150-150-100%$1.8K$0-$1.8K2026-10-13
Essential Partners LLC
CLOSED0150-150-100%$1.8K$0-$1.8K2026-10-14
Salem Investment Counselors Inc
CLOSED0100-100-100%$1.2K$0-$1.2K2026-10-13
Quaker Wealth Management, LLC
CLOSED090-90-100%$1.1K$0-$1.1K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED067-67-100%$797$0-$7972026-10-26
Hughes Financial Services, LLC
CLOSED052-52-100%$618$0-$6182026-10-30
American Capital Advisory, LLC
CLOSED032-32-100%$381$0-$3812026-10-28
Coston, McIsaac & Partners
CLOSED000—$0$0$02026-11-06
Wells Fargo & Company
N/A—9,776,009-9,776,009-100%$116.2M———
Jane Street Group, LLC
N/A—7,606,021-7,606,021-100%$90.4M———
Goldman Sachs Group Inc
N/A—6,630,550-6,630,550-100%$78.8M———
Morgan Stanley
N/A—4,604,906-4,604,906-100%$54.8M———
Bank of America Corp
N/A—1,982,545-1,982,545-100%$23.6M———
Wealthfront Advisers LLC
N/A—1,707,946-1,707,946-100%$20.3M———
Cerity Partners LLC
N/A—1,538,231-1,538,231-100%$18.3M———
Tidal Investments LLC
N/A—1,500,865-1,500,865-100%$17.8M———
Marex Group Ltd
N/A—1,399,546-1,399,546-100%$16.6M———
Titan Global Capital Management USA LLC
N/A—1,220,065-1,220,065-100%$14.5M———
Clear Street Group Inc.
N/A—1,199,995-1,199,995-100%$14.3M———
Citadel Advisors LLC
N/A—1,177,840-1,177,840-100%$14.0M———
JPMorgan Chase & Co
N/A—1,169,431-1,169,431-100%$14.3M———
BlackRock, Inc.
N/A—1,138,150-1,138,150-100%$13.5M———
HRT Financial LP
N/A—1,025,660-1,025,660-100%$12.2M———
Galaxy Digital Inc.
N/A—818,390-818,390-100%$9.7M———
Kaleidoscope Capital LP
N/A—735,926-735,926-100%$8.8M———
Farringdon Capital, Ltd.
N/A—719,595-719,595-100%$8.6M———
Mariner, LLC
N/A—716,016-716,016-100%$8.5M———
UBS Group AG
N/A—697,692-697,692-100%$8.3M———
Betterment LLC
N/A—596,530-596,530-100%$7.1M———
Susquehanna International Group, LLP
N/A—565,617-565,617-100%$6.7M———
Alpine Fox Capital LLC
N/A—560,000-560,000-100%$6.7M———
Renaissance Technologies LLC
N/A—549,000-549,000-100%$6.5M———
MML Investors Services, LLC
N/A—525,316-525,316-100%$6.2M———
Cetera Investment Advisers
N/A—444,450-444,450-100%$5.3M———
Qube Research & Technologies Ltd
N/A—362,190-362,190-100%$4.3M———
Cresset Asset Management, LLC
N/A—344,593-344,593-100%$4.1M———
Envestnet Asset Management Inc
N/A—343,767-343,767-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—332,526-332,526-100%$4.0M———
Quadrature Capital Ltd
N/A—328,057-328,057-100%$3.9M———
Jump Financial, LLC
N/A—325,375-325,375-100%$3.9M———
Graham Capital Management, L.P.
N/A—300,000-300,000-100%$3.6M———
Banco Santander, S.A.
N/A—297,947-297,947-100%$3.5M———
Virtu Financial LLC
N/A—278,004-278,004-100%$3.3M———
DRW Securities, LLC
N/A—198,118-198,118-100%$2.4M———
WCG Wealth Advisors LLC
N/A—182,710-182,710-100%$2.2M———
Vienna Asset Management LLC
N/A—180,452-180,452-100%$2.1M———
Atomic Invest LLC
N/A—171,394-171,394-100%$2.1M———
IHT Wealth Management, LLC
N/A—170,682-170,682-100%$2.0M———
Global Retirement Partners, LLC
N/A—170,190-170,190-100%$2.0M———
Parallax Volatility Advisers, L.P.
N/A—155,653-155,653-100%$1.9M———
Financial Engines Advisors L.L.C.
N/A—150,975-150,975-100%$1.8M———
HighTower Advisors, LLC
N/A—148,284-148,284-100%$1.8M———
Truvestments Capital LLC
N/A—146,645-146,645-100%$1.7M———
Requisite Capital Management, LLC
N/A—145,114-145,114-100%$1.7M———
Summit Financial, LLC
N/A—141,319-141,319-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—129,723-129,723-100%$1.5M———
NewEdge Advisors, LLC
N/A—125,416-125,416-100%$1.5M———
Boothbay Fund Management, LLC
N/A—125,000-125,000-100%$1.5M———
Abound Financial, LLC
N/A—120,474-120,474-100%$1.4M———
Counterweight Ventures, LLC
N/A—120,056-120,056-100%$1.4M———
Harbour Investments, Inc.
N/A—119,635-119,635-100%$1.4M———
Quantitative Investment Management, LLC
N/A—108,377-108,377-100%$1.3M———
Gambit Capital Management, LLC
N/A—107,582-107,582-100%$1.3M———
Robertson Opportunity Capital, LLC
N/A—105,300-105,300-100%$1.3M———
Impact Partnership Wealth, LLC
N/A—103,701-103,701-100%$1.2M———
Aptus Capital Advisors, LLC
N/A—100,805-100,805-100%$1.2M———
NWI Management LP
N/A—99,000-99,000-100%$1.2M———
Sanchez Levi Garrett
N/A—98,408-98,408-100%$1.2M———
Bank of Montreal
N/A—98,268-98,268-100%$1.2M———
Spahn Wealth & Retirement LLC
N/A—94,873-94,873-100%$1.1M———
Wealthspire Advisors, LLC
N/A—88,824-88,824-100%$1.1M———
Walleye Trading LLC
N/A—87,147-87,147-100%$1.0M———
Focus Partners Wealth
N/A—85,680-85,680-100%$1.0M———
SG Americas Securities, LLC
N/A—82,700-82,700-100%$983.0K———
Benjamin Edwards Inc
N/A—82,668-82,668-100%$982.8K———
Pathstone Holdings, LLC
N/A—80,299-80,299-100%$954.8K———
Bleakley Financial Group, LLC
N/A—76,027-76,027-100%$904.0K———
Private Advisor Group, LLC
N/A—75,596-75,596-100%$898.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—70,134-70,134-100%$833.9K———
Scotia Capital Inc.
N/A—65,594-65,594-100%$779.9K———
Compass Capital Corp
N/A—64,313-64,313-100%$919.0K———
Millennium Management LLC
N/A—63,398-63,398-100%$753.8K———
United Capital Financial Advisors, LLC
N/A—62,531-62,531-100%$743.9K———
CIBC World Market Inc.
N/A—61,519-61,519-100%$731.5K———
Group One Trading LLC
N/A—61,352-61,352-100%$729.5K———
Avenir Tech Ltd
N/A—59,464-59,464-100%$707.0K———
Freestone Capital Holdings, LLC
N/A—58,626-58,626-100%$697.1K———
AlTi Global, Inc.
N/A—58,200-58,200-100%$692.0K———
Captrust Financial Advisors
N/A—56,244-56,244-100%$668.7K———
Stifel Financial Corp
N/A—53,849-53,849-100%$640.3K———
Zhang Financial LLC
N/A—53,484-53,484-100%$635.9K———
Maridea Wealth Management LLC
N/A—52,860-52,860-100%$628.5K———
Beacon Pointe Advisors, LLC
N/A—52,547-52,547-100%$624.8K———
Savvy Advisors, Inc.
N/A—51,517-51,517-100%$612.5K———
Precision Wealth Strategies, LLC
N/A—51,098-51,098-100%$607.6K———
Nan Fung Group Holdings Ltd
N/A—50,549-50,549-100%$601.0K———
Neuberger Berman Group LLC
N/A—49,773-49,773-100%$591.8K———
Arax Advisory Partners
N/A—48,307-48,307-100%$574.4K———
EP Wealth Advisors, LLC
N/A—46,822-46,822-100%$556.7K———
Mutual Advisors, LLC
N/A—41,790-41,790-100%$496.9K———
Moneta Group Investment Advisors LLC
N/A—38,242-38,242-100%$454.7K———
Colter Lewis Investment Partners LLC
N/A—38,130-38,130-100%$453.4K———
Paradiem, LLC
N/A—38,059-38,059-100%$452.5K———
Estate Planners Group, LLC
N/A—37,838-37,838-100%$449.9K———
Stratos Wealth Partners, Ltd.
N/A—37,758-37,758-100%$448.9K———
EFG International AG
N/A—37,080-37,080-100%$440.9K———
Capital Advisor Network LLC
N/A—35,563-35,563-100%$422.8K———
PCG Wealth Advisors, LLC
N/A—35,399-35,399-100%$420.9K———
NewEdge Wealth, LLC
N/A—34,560-34,560-100%$410.9K———
Stevens Capital Management LP
N/A—34,180-34,180-100%$406.0K———
All Terrain Financial Advisors, LLC
N/A—34,008-34,008-100%$404.4K———
MAI Capital Management
N/A—33,992-33,992-100%$404.2K———
Belpointe Asset Management LLC
N/A—32,530-32,530-100%$386.8K———
Arkadios Wealth Advisors
N/A—32,431-32,431-100%$385.6K———
Snowden Capital Advisors LLC
N/A—31,073-31,073-100%$369.5K———
Flow Traders U.S. LLC
N/A—30,579-30,579-100%$364.0K———
Palumbo Wealth Management LLC
N/A—28,945-28,945-100%$344.2K———
LEE Johnson Capital Management, LLC
N/A—26,530-26,530-100%$315.4K———
Boussard & Gavaudan Gestion SAS
N/A—26,473-26,473-100%$312.4K———
Wescap Management Group, Inc.
N/A—26,131-26,131-100%$310.7K———
Equitable Holdings, Inc.
N/A—26,088-26,088-100%$310.2K———
Spartan Wealth Advisory Services LLC
N/A—25,989-25,989-100%$309.0K———
Western Wealth Management, LLC
N/A—25,958-25,958-100%$308.6K———
Banco BTG Pactual S.A.
N/A—25,834-25,834-100%$307.2K———
HighPoint Advisor Group LLC
N/A—25,521-25,521-100%$303.4K———
Mmcap International Inc. SPC
N/A—25,000-25,000-100%$297.3K———
Concentrum Wealth Management
N/A—24,833-24,833-100%$295.3K———
Orland Properties Ltd
N/A—24,769-24,769-100%$294.5K———
Smithfield Trust Co
N/A—23,315-23,315-100%$277.0K———
L2 Asset Management, LLC
N/A—22,882-22,882-100%$272.1K———
Reliant Wealth Planning
N/A—22,800-22,800-100%$271.1K———
Ausdal Financial Partners, Inc.
N/A—22,449-22,449-100%$266.9K———
Steward Partners Investment Advisory, LLC
N/A—21,943-21,943-100%$260.9K———
Squarepoint Ops LLC
N/A—21,587-21,587-100%$256.7K———
Transcend Capital Advisors, LLC
N/A—20,944-20,944-100%$249.0K———
IEQ Capital, LLC
N/A—20,792-20,792-100%$247.2K———
Keel Point, LLC
N/A—20,000-20,000-100%$237.8K———
Pinnacle Financial Partners, Inc.
N/A—19,804-19,804-100%$235.5K———
LM Advisors LLC
N/A—19,728-19,728-100%$235.0K———
SkyView Investment Advisors, LLC
N/A—19,500-19,500-100%$232.0K———
Gladstone Institutional Advisory LLC
N/A—19,488-19,488-100%$231.7K———
Atlantic Union Bankshares Corp
N/A—19,358-19,358-100%$230.2K———
Callan Family Office, LLC
N/A—19,200-19,200-100%$228.3K———
Atlantic Family Wealth, LLC
N/A—19,006-19,006-100%$226.0K———
Focus Partners Advisor Solutions, LLC
N/A—18,720-18,720-100%$222.6K———
Northern Trust Corp
N/A—18,499-18,499-100%$220.0K———
BBR Partners, LLC
N/A—18,432-18,432-100%$219.2K———
ArchPoint Investors
N/A—17,692-17,692-100%$210.4K———
OneAscent Financial Services LLC
N/A—17,268-17,268-100%$205.3K———
AE Wealth Management LLC
N/A—17,044-17,044-100%$202.7K———
Copia Wealth Management
N/A—16,380-16,380-100%$194.8K———
Laidlaw Wealth Management LLC
N/A—16,000-16,000-100%$190.2K———
Flatrock Wealth Partners LLC
N/A—15,836-15,836-100%$188.3K———
Cardiff Park Advisors, LLC
N/A—15,707-15,707-100%$186.8K———
Raymond James Financial Inc
N/A—15,373-15,373-100%$182.8K———
Coastal Bridge Advisors, LLC
N/A—15,314-15,314-100%$182.1K———
King Wealth Management Group
N/A—15,000-15,000-100%$178.0K———
Federation des caisses Desjardins du Quebec
N/A—14,776-14,776-100%$175.8K———
Coppell Advisory Solutions LLC
N/A—14,615-14,615-100%$2.6K———
Addison Capital Co
N/A—14,151-14,151-100%$168.3K———
RED Reef Advisors LLC
N/A—13,638-13,638-100%$162.2K———
Rakuten Group, Inc.
N/A—13,103-13,103-100%$155.8K———
Black Maple Capital Management LP
N/A—13,000-13,000-100%$154.6K———
Coastwise Capital Group, LLC
N/A—12,702-12,702-100%$151.0K———
Penserra Capital Management LLC
N/A—12,678-12,678-100%$150.0K———
Advance Capital Management, Inc.
N/A—12,140-12,140-100%$144.3K———
Fort Sheridan Advisors LLC
N/A—12,094-12,094-100%$143.8K———
Circle Wealth Management, LLC
N/A—12,036-12,036-100%$143.1K———
Cary Street Partners Financial LLC
N/A—12,020-12,020-100%$142.9K———
Core Capital Management & Research, inc.
N/A—11,905-11,905-100%$219.5K———
Gateway Wealth Partners, LLC
N/A—11,661-11,661-100%$138.7K———
Dakota Wealth Management
N/A—11,610-11,610-100%$138.0K———
Integrated Investment Consultants, LLC
N/A—11,065-11,065-100%$131.6K———
Clare Market Investments LLC
N/A—10,910-10,910-100%$129.7K———
WealthShield Partners, LLC
N/A—10,901-10,901-100%$129.6K———
Magnolia Capital Advisors LLC
N/A—10,642-10,642-100%$126.5K———
Stock Yards Bank & Trust Co
N/A—10,595-10,595-100%$126.0K———
Strategic Wealth Partners, Ltd.
N/A—10,436-10,436-100%$124.1K———
Two Sigma Securities, LLC
N/A—10,041-10,041-100%$119.4K———
Harvey Capital Management Inc
N/A—10,000-10,000-100%$118.9K———
JTC Employer Solutions Trustee Ltd
N/A—9,892-9,892-100%$118.0K———
Tower Research Capital LLC (TRC)
N/A—9,846-9,846-100%$117.1K———
Johnson Financial Group, Inc.
N/A—9,375-9,375-100%$111.5K———
IFG Advisory, LLC
N/A—9,015-9,015-100%$107.2K———
Strive Financial Group,LLC
N/A—8,790-8,790-100%$104.5K———
Connective Capital Management, LLC
N/A—8,492-8,492-100%$101.0K———
Osaic Holdings, Inc.
N/A—7,760-7,760-100%$92.3K———
Brown Brothers Harriman & Co
N/A—7,522-7,522-100%$89.4K———
Purpose Unlimited Inc.
N/A—7,384-7,384-100%$89.5K———
Continuum Advisory, LLC
N/A—4,592-4,592-100%$54.6K———
Forum Finance Group S.A.
N/A—4,569-4,569-100%$44———
Rialto Wealth Management, LLC
N/A—4,205-4,205-100%$50.0K———
Ameriflex Group, Inc.
N/A—3,826-3,826-100%$45.5K———
ST Germain D J Co Inc
N/A—3,531-3,531-100%$42.0K———
Operose Advisors LLC
N/A—3,305-3,305-100%$39.3K———
Richard W. Paul & Associates, LLC
N/A—3,087-3,087-100%$36.7K———
Measured Wealth Private Client Group, LLC
N/A—3,040-3,040-100%$36.1K———
Fiduciary Financial Advisors
N/A—3,000-3,000-100%$35.7K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—2,748-2,748-100%$32.7K———
Geneos Wealth Management Inc.
N/A—2,463-2,463-100%$29.3K———
Silicon Valley Capital Partners
N/A—2,349-2,349-100%$27.9K———
Royal Bank of Canada
N/A—2,342-2,342-100%$28.0K———
Aventura Private Wealth, LLC
N/A—2,336-2,336-100%$27.8K———
Rothschild Investment LLC
N/A—2,200-2,200-100%$26.2K———
Meramec Financial Planners, LLC
N/A—1,674-1,674-100%$24.6K———
Whittier Trust Co
N/A—1,655-1,655-100%$22.4K———
Allied Private Wealth LLC
N/A—1,400-1,400-100%$18.4K———
IMA Advisory Services, Inc.
N/A—1,400-1,400-100%$16.6K———
BFC Planning, Inc.
N/A—1,320-1,320-100%$15.7K———
Avalon Trust Co
N/A—1,300-1,300-100%$15.5K———
Ancora Advisors LLCA
N/A—1,148-1,148-100%$13.7K———
Colonial Trust Advisors
N/A—1,100-1,100-100%$13.1K———
Sankala Group LLC
N/A—1,050-1,050-100%$15.2K———
Smartleaf Asset Management LLC
N/A—1,049-1,049-100%$12.8K———
SOA Wealth Advisors, Llc.
N/A—1,000-1,000-100%$11.9K———
Kerr Financial Planning Corp
N/A—900-900-100%$10.7K———
Mpwm Advisory Solutions, LLC
N/A—834-834-100%$9.9K———
Northwestern Mutual Wealth Management Co
N/A—817-817-100%$9.7K———
Osterweis Capital Management Inc
N/A—735-735-100%$8.7K———
Financial Life Planners
N/A—684-684-100%$8.1K———
Harborfront Financial Group LLC
N/A—525-525-100%$6.2K———
Napier Financial, LLC
N/A—509-509-100%$6.1K———
Philadelphia Investment Partners, LLC
N/A—505-505-100%$6.0K———
N.E.W. Advisory Services LLC
N/A—498-498-100%$5.9K———
Ankerstar Wealth, LLC
N/A—491-491-100%$5.8K———
Jones Financial Companies Lllp
N/A—393-393-100%$4.7K———
Capital Analysts, LLC
N/A—315-315-100%$4———
Roble, Belko & Company, Inc
N/A—235-235-100%$3———
BOK Financial Private Wealth, Inc.
N/A—213-213-100%$2.5K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$2.4K———
PIN OAK Investment Advisors Inc
N/A—200-200-100%$2———
Tidemark, LLC
N/A—198-198-100%$2.4K———
Keating Financial Advisory Services, Inc.
N/A—124-124-100%$1.5K———
Chesapeake Asset Management LLC
N/A—100-100-100%$1.2K———
Cbiz Investment Advisory Services, LLC
N/A—90-90-100%$1.4K———
Anchor Investment Management, LLC
N/A—55-55-100%$654———
Macquarie Group LTD
N/A—40-40-100%$476———
Bogart Wealth, LLC
N/A—31-31-100%$369———
Anchor Bay Capital, Inc.
N/A—30-30-100%$425———
Showing 511 of 511 institutions