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JPMorgan INT RES ENH Eqty (JIRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eastern Bank
INCREASED
Shares2,350,566 from 2,293,479
Change+57,087 (+2%)
Value$193.1M (+$3.9M)
Filed 2026-10-05
Factory Mutual Insurance Co
UNCHANGED
Shares1,671,130 from 1,671,130
Change0 (0%)
Value$137.3M (-$551.5K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares1,656,574 from 1,545,466
Change+111,108 (+7%)
Value$136.1M (+$8.6M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares1,655,158 from 1,889,756
Change-234,598 (-12%)
Value$136.0M (-$19.9M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,321,342 from 1,394,660
Change-73,318 (-5%)
Value$108.6M (-$6.5M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares1,280,005 from 1,206,292
Change+73,713 (+6%)
Value$105.2M (+$5.7M)
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares952,799 from 907,369
Change+45,430 (+5%)
Value$78.4M (+$3.6M)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares755,700 from 745,277
Change+10,423 (+1%)
Value$62.1M (+$610.4K)
Filed 2026-10-14
New England Professional Planning Group Inc.
DECREASED
Shares742,797 from 761,909
Change-19,112 (-3%)
Value$61.0M (-$1.8M)
Filed 2026-10-29
Richard P Slaughter Associates Inc
DECREASED
Shares641,488 from 791,687
Change-150,199 (-19%)
Value$52.7M (-$12.6M)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares528,757 from 592,253
Change-63,496 (-11%)
Value$43.4M (-$5.4M)
Filed 2026-11-04
First Financial Bank - Trust Division
INCREASED
Shares515,711 from 506,500
Change+9,211 (+2%)
Value$42.4M (+$589.6K)
Filed 2026-10-01
Cutler Investment Counsel LLC
INCREASED
Shares497,617 from 480,390
Change+17,227 (+4%)
Value$40.9M (+$1.3M)
Filed 2026-10-28
Kelly Financial Group LLC
INCREASED
Shares465,234 from 459,051
Change+6,183 (+1%)
Value$38.2M (+$356.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares452,918 from 522,486
Change-69,568 (-13%)
Value$37.2K (-$43.1M)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares415,932 from 365,229
Change+50,703 (+14%)
Value$34.2M (+$4.0M)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares409,691 from 351,683
Change+58,008 (+16%)
Value$33.7M (+$7.0M)
Filed 2026-10-13
EdgeRock Capital LLC
INCREASED
Shares399,443 from 378,709
Change+20,734 (+5%)
Value$32.8M (+$1.6M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares395,866 from 436,465
Change-40,599 (-9%)
Value$32.5M (-$3.5M)
Filed 2026-10-15
Kendall Capital Management
INCREASED
Shares358,552 from 349,767
Change+8,785 (+3%)
Value$29.5M (+$606.4K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares357,008 from 327,267
Change+29,741 (+9%)
Value$1.6M (-$25.4M)
Filed 2026-11-05
AlphaCore Capital LLC
NEW
Shares329,499
Change+329,499
Value$27.1M
Filed 2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED
Shares322,180 from 322,180
Change0 (0%)
Value$26.4K (-$26.6M)
Filed 2026-10-15
Choice Wealth Advisors LLC
INCREASED
Shares306,900 from 305,647
Change+1,253 (+0%)
Value$25.2M (+$2.1K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares284,668 from 261,833
Change+22,835 (+9%)
Value$23.4M (+$1.8M)
Filed 2026-10-22
Family Investment Center, Inc.
DECREASED
Shares243,629 from 250,069
Change-6,440 (-3%)
Value$20.0M (-$611.6K)
Filed 2026-10-19
Mascoma Wealth Management LLC
INCREASED
Shares233,655 from 226,552
Change+7,103 (+3%)
Value$19.2M (+$508.8K)
Filed 2026-10-23
Navigation Group, LLC
INCREASED
Shares226,039 from 222,982
Change+3,057 (+1%)
Value$18.6M (+$177.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares225,669 from 33,003
Change+192,666 (+584%)
Value$18.5M (+$15.8M)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares219,483 from 241,190
Change-21,707 (-9%)
Value$18.0M (-$1.9M)
Filed 2026-10-13
Valley Wealth Managers, Inc.
NEW
Shares202,895
Change+202,895
Value$16.7M
Filed 2026-10-09
Aprio Wealth Management, LLC
INCREASED
Shares201,282 from 54,386
Change+146,896 (+270%)
Value$16.5M (+$12.1M)
Filed 2026-10-28
Unique Wealth, LLC
INCREASED
Shares194,929 from 188,631
Change+6,298 (+3%)
Value$16.0M (+$455.2K)
Filed 2026-10-16
Bryant Woods Investment Advisors, LLC
INCREASED
Shares191,224 from 164,127
Change+27,097 (+17%)
Value$15.7M (+$2.2M)
Filed 2026-10-26
Fulton Bank, N.A.
INCREASED
Shares169,547 from 137,763
Change+31,784 (+23%)
Value$13.9M (+$2.6M)
Filed 2026-10-14
Smithbridge Asset Management Inc
DECREASED
Shares153,381 from 156,154
Change-2,773 (-2%)
Value$12.6M (-$279.4K)
Filed 2026-10-19
Greenwood Capital Associates LLC
INCREASED
Shares148,857 from 139,052
Change+9,805 (+7%)
Value$12.2M (+$759.7K)
Filed 2026-10-27
Apollon Wealth Management, LLC
NEW
Shares148,684
Change+148,684
Value$12.2M
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares145,592 from 160,539
Change-14,947 (-9%)
Value$12.0K (-$13.2M)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED
Shares145,018 from 136,116
Change+8,902 (+7%)
Value$11.9M (+$686.6K)
Filed 2026-10-08
MN Wealth Advisors, LLC
INCREASED
Shares142,955 from 123,012
Change+19,943 (+16%)
Value$11.7M (+$1.6M)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares134,817 from 130,066
Change+4,751 (+4%)
Value$11.1M (+$347.4K)
Filed 2026-10-22
Sima Wealth Partners, LLC
DECREASED
Shares125,640 from 127,757
Change-2,117 (-2%)
Value$10.3M (-$216.1K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares121,016 from 76,802
Change+44,214 (+58%)
Value$9.9M (+$3.6M)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares118,042 from 116,071
Change+1,971 (+2%)
Value$9.7M (+$123.6K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
INCREASED
Shares116,048 from 107,579
Change+8,469 (+8%)
Value$9.5M (+$643.1K)
Filed 2026-10-29
Wagner Wealth Management, LLC
INCREASED
Shares115,582 from 114,165
Change+1,417 (+1%)
Value$9.5M (+$78.8K)
Filed 2026-10-21
Base Wealth Management LLC
INCREASED
Shares108,573 from 101,496
Change+7,077 (+7%)
Value$8.9M (+$547.9K)
Filed 2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED
Shares100,004 from 100,509
Change-505 (0%)
Value$8.2M (-$74.7K)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares93,782 from 21,365
Change+72,417 (+339%)
Value$7.7M (+$5.9M)
Filed 2026-10-14
Centerline Wealth Advisors, LLC
INCREASED
Shares91,793 from 90,672
Change+1,121 (+1%)
Value$7.5M (+$62.2K)
Filed 2026-10-15
Merited Wealth, LLC
INCREASED
Shares87,598 from 78,836
Change+8,762 (+11%)
Value$7.2M (+$693.9K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares85,383 from 83,410
Change+1,973 (+2%)
Value$7.0M (+$134.6K)
Filed 2026-10-21
Leo Wealth, LLC
NEW
Shares77,978
Change+77,978
Value$6.4M
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares74,264 from 76,370
Change-2,106 (-3%)
Value$6.0M (-$269.7K)
Filed 2026-10-13
Sacks & Associates, LLC
INCREASED
Shares72,974 from 72,494
Change+480 (+1%)
Value$6.0M (-$54.8K)
Filed 2026-10-09
Ascent Group, LLC
DECREASED
Shares72,927 from 75,733
Change-2,806 (-4%)
Value$6.0M (-$255.5K)
Filed 2026-10-30
Newman Dignan & Sheerar, Inc.
NEW
Shares72,171
Change+72,171
Value$5.9M
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares68,422 from 52,877
Change+15,545 (+29%)
Value$5.6M (+$1.3M)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares67,578 from 71,862
Change-4,284 (-6%)
Value$5.6M (-$375.7K)
Filed 2026-10-07
WealthPLAN Partners, LLC
INCREASED
Shares66,102 from 61,862
Change+4,240 (+7%)
Value$5.4M (+$327.9K)
Filed 2026-10-15
Apella Capital, LLC
INCREASED
Shares65,747 from 65,685
Change+62 (+0%)
Value$5.4M (-$55.4K)
Filed 2026-10-08
Kaizen Financial Strategies
DECREASED
Shares62,803 from 81,885
Change-19,082 (-23%)
Value$5.2M (-$1.5M)
Filed 2026-10-09
Quantum Financial Planning Services, Inc.
INCREASED
Shares55,588 from 23,281
Change+32,307 (+139%)
Value$4.6M (+$2.6M)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares50,024 from 48,293
Change+1,731 (+4%)
Value$4.1M (+$145.0K)
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares48,235 from 37,865
Change+10,370 (+27%)
Value$4.0M (+$839.5K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
INCREASED
Shares47,041 from 23,071
Change+23,970 (+104%)
Value$3.9M (+$2.0M)
Filed 2026-10-15
Stevens Capital Partners
INCREASED
Shares42,606 from 26,006
Change+16,600 (+64%)
Value$3.5M (+$1.4M)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
INCREASED
Shares40,940 from 40,004
Change+936 (+2%)
Value$3.4M (+$63.7K)
Filed 2026-10-06
Ascentis Independent Advisors
NEW
Shares39,154
Change+39,154
Value$3.2M
Filed 2026-11-03
Red Mountain Financial, LLC
DECREASED
Shares32,595 from 33,935
Change-1,340 (-4%)
Value$2.7M (-$121.3K)
Filed 2026-11-03
Cabot Wealth Management Inc
NEW
Shares32,559
Change+32,559
Value$2.7M
Filed 2026-11-05
Independence Asset Advisors, LLC
INCREASED
Shares31,813 from 28,178
Change+3,635 (+13%)
Value$2.6M (+$289.4K)
Filed 2026-10-23
Purus Wealth Management, LLC
DECREASED
Shares31,454 from 34,904
Change-3,450 (-10%)
Value$2.6M (-$295.0K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares31,183 from 29,877
Change+1,306 (+4%)
Value$2.6M (+$97.4K)
Filed 2026-10-16
HBW Advisory Services LLC
DECREASED
Shares30,842 from 36,501
Change-5,659 (-15%)
Value$2.5M (-$477.0K)
Filed 2026-10-15
Sharkey, Howes & Javer
DECREASED
Shares29,287 from 33,345
Change-4,058 (-12%)
Value$2.4M (-$344.4K)
Filed 2026-10-22
Valicenti Advisory Services Inc
INCREASED
Shares29,210 from 28,878
Change+332 (+1%)
Value$2.4K (+$18)
Filed 2026-10-23
Peck Wealth Management, LLC
DECREASED
Shares28,785 from 28,888
Change-103 (0%)
Value$2.4M (-$18.0K)
Filed 2026-10-29
Elevation Wealth Management LLC
INCREASED
Shares28,607 from 25,072
Change+3,535 (+14%)
Value$2.4M (+$282.2K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares28,398 from 32,692
Change-4,294 (-13%)
Value$2.3M (-$363.6K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares28,058 from 30,404
Change-2,346 (-8%)
Value$2.3M (-$202.9K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares26,758 from 23,778
Change+2,980 (+13%)
Value$2.2M (+$237.0K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares25,853 from 22,950
Change+2,903 (+13%)
Value$2.1M (+$230.9K)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares25,482 from 26,473
Change-991 (-4%)
Value$2.1M (-$90.2K)
Filed 2026-10-28
First Bank & Trust
INCREASED
Shares25,451 from 21,125
Change+4,326 (+20%)
Value$2.1M (+$348.5K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares25,061 from 24,321
Change+740 (+3%)
Value$2.1M (+$52.7K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares24,507 from 32,418
Change-7,911 (-24%)
Value$2.0M (-$660.7K)
Filed 2026-10-05
Nova Financial LLC
NEW
Shares23,973
Change+23,973
Value$2.0M
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares21,419 from 23,334
Change-1,915 (-8%)
Value$1.8M (-$164.9K)
Filed 2026-10-08
Vestor Capital, LLC
DECREASED
Shares21,186 from 30,350
Change-9,164 (-30%)
Value$4.1K (-$374)
Filed 2026-11-04
Saxony Capital Management, LLC
INCREASED
Shares20,559 from 19,376
Change+1,183 (+6%)
Value$1.7M (+$90.8K)
Filed 2026-10-15
Lane Brothers & Co Inc
DECREASED
Shares20,495 from 23,264
Change-2,769 (-12%)
Value$1.7M (-$235.2K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares20,433 from 22,788
Change-2,355 (-10%)
Value$1.7M (-$201.0K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares18,244 from 19,119
Change-875 (-5%)
Value$1.5M (-$78.2K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares18,105 from 19,154
Change-1,049 (-5%)
Value$1.5M (-$92.5K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
DECREASED
Shares17,834 from 20,957
Change-3,123 (-15%)
Value$1.5M (-$263.5K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
DECREASED
Shares16,560 from 18,021
Change-1,461 (-8%)
Value$1.4M (-$126.0K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares15,909 from 15,909
Change0 (0%)
Value$1.3M (-$5.3K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares15,771 from 17,299
Change-1,528 (-9%)
Value$1.3M (-$131.2K)
Filed 2026-11-04
Fermata Advisors, LLC
NEW
Shares15,357
Change+15,357
Value$1.3M
Filed 2026-10-13
D.A. Davidson & Co.
UNCHANGED
Shares14,877 from 14,877
Change0 (0%)
Value$1.2M (-$4.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares13,909 from 13,649
Change+260 (+2%)
Value$1.1M (+$5.5K)
Filed 2026-10-15
Integras Partners LLC
INCREASED
Shares13,733 from 12,794
Change+939 (+7%)
Value$1.1M (+$72.9K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares10,729 from 10,689
Change+40 (+0%)
Value$881.5K (-$241)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares10,643 from 11,107
Change-464 (-4%)
Value$874.4K (-$41.8K)
Filed 2026-10-14
Boyer Financial Services, Inc.
DECREASED
Shares10,454 from 10,924
Change-470 (-4%)
Value$858.9K (-$45.5K)
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares10,451 from 10,134
Change+317 (+3%)
Value$858.7K (+$22.7K)
Filed 2026-11-03
TritonPoint Partners, LLC
NEW
Shares10,201
Change+10,201
Value$838.1K
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares9,718 from 7,133
Change+2,585 (+36%)
Value$798.4K (+$210.1K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares9,492 from 9,866
Change-374 (-4%)
Value$779.9K (-$34.0K)
Filed 2026-11-05
Integrated Capital Management, LLC
INCREASED
Shares8,938 from 8,788
Change+150 (+2%)
Value$734.4K (+$9.4K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
INCREASED
Shares8,832 from 8,784
Change+48 (+1%)
Value$725.6K (+$1.0K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares8,347 from 5,715
Change+2,632 (+46%)
Value$685.8K (+$214.4K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares8,313 from 14,794
Change-6,481 (-44%)
Value$683.0K (-$537.4K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
INCREASED
Shares8,043 from 7,378
Change+665 (+9%)
Value$660.8K (+$52.2K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares8,018 from 6,781
Change+1,237 (+18%)
Value$658.8K (+$99.4K)
Filed 2026-11-02
Carnegie Investment Counsel
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$657.3K (-$2.6K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares7,790 from 8,845
Change-1,055 (-12%)
Value$640.0K (-$89.6K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
INCREASED
Shares7,619 from 6,531
Change+1,088 (+17%)
Value$626.0K (+$87.2K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares7,543 from 33,264
Change-25,721 (-77%)
Value$619.7K (-$2.1M)
Filed 2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED
Shares7,128 from 7,128
Change0 (0%)
Value$585.6K (-$2.4K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares6,498 from 35,800
Change-29,302 (-82%)
Value$533.9K (-$2.4M)
Filed 2026-10-30
TFB Advisors LLC
INCREASED
Shares6,465 from 6,344
Change+121 (+2%)
Value$531.2K (+$7.8K)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares6,436 from 3,351
Change+3,085 (+92%)
Value$528.8K (+$252.3K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares6,177 from 6,174
Change+3 (+0%)
Value$508.4K (+$1.5K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares6,032 from 6,062
Change-30 (0%)
Value$495.6K (-$4.5K)
Filed 2026-10-21
PUREfi Wealth, LLC
INCREASED
Shares6,027 from 5,140
Change+887 (+17%)
Value$495.1K (+$71.2K)
Filed 2026-10-19
Phoenix Wealth Advisors
UNCHANGED
Shares5,995 from 5,995
Change0 (0%)
Value$492.5K (-$2.0K)
Filed 2026-11-03
Meridian Wealth Management, LLC
UNCHANGED
Shares5,821 from 5,821
Change0 (0%)
Value$478.3K (-$1.9K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,750 from 5,495
Change+255 (+5%)
Value$472.4K (+$19.1K)
Filed 2026-11-02
Windsor Capital Management, LLC
INCREASED
Shares5,280 from 3,790
Change+1,490 (+39%)
Value$433.8K (+$121.2K)
Filed 2026-10-13
Plan Group Financial, LLC
DECREASED
Shares4,990 from 7,268
Change-2,278 (-31%)
Value$409.3K (-$190.2K)
Filed 2026-10-22
Semus Wealth Partners LLC
INCREASED
Shares4,970 from 4,916
Change+54 (+1%)
Value$408.3K (+$2.8K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
NEW
Shares4,968
Change+4,968
Value$408.2K
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares4,795 from 4,795
Change0 (0%)
Value$394.0K (-$1.6K)
Filed 2026-11-05
Mayfair Advisory Group, LLC
DECREASED
Shares4,698 from 6,520
Change-1,822 (-28%)
Value$386.0K (-$147.1K)
Filed 2026-10-20
Cpwa, LLC
DECREASED
Shares4,616 from 4,653
Change-37 (-1%)
Value$376.7K (-$7.1K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares4,528 from 7,268
Change-2,740 (-38%)
Value$372.0K (-$227.5K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares4,399 from 4,479
Change-80 (-2%)
Value$361.4K (-$8.1K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
UNCHANGED
Shares4,343 from 4,343
Change0 (0%)
Value$356.8K (-$1.4K)
Filed 2026-10-16
Elm3 Financial Group, LLC
DECREASED
Shares3,839 from 4,064
Change-225 (-6%)
Value$315.4K (-$19.8K)
Filed 2026-10-07
XY Planning Network, Inc.
INCREASED
Shares3,610 from 2,969
Change+641 (+22%)
Value$296.6K (+$51.7K)
Filed 2026-10-14
Sterling Investment Counsel, LLC
DECREASED
Shares3,524 from 3,740
Change-216 (-6%)
Value$289.5K (-$19.0K)
Filed 2026-10-19
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,409 from 3,409
Change0 (0%)
Value$280.0K (-$1.0K)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares3,337 from 2,782
Change+555 (+20%)
Value$274.2K (+$44.7K)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares3,211 from 3,244
Change-33 (-1%)
Value$263.8K (-$3.8K)
Filed 2026-10-20
Putney Financial Group LLC
NEW
Shares3,154
Change+3,154
Value$259.1K
Filed 2026-10-30
Summit Wealth Group LLC / Co
INCREASED
Shares3,153 from 3,118
Change+35 (+1%)
Value$259.1K (+$1.8K)
Filed 2026-10-29
Shira Ridge Wealth Management
DECREASED
Shares3,107 from 3,938
Change-831 (-21%)
Value$255.3K (-$69.6K)
Filed 2026-10-09
Greenspring Advisors, LLC
DECREASED
Shares3,097 from 3,193
Change-96 (-3%)
Value$254.5K (-$8.9K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares2,995 from 15,525
Change-12,530 (-81%)
Value$246.1K (-$1.0M)
Filed 2026-10-15
Ledyard National Bank
NEW
Shares2,963
Change+2,963
Value$243.4K
Filed 2026-10-21
Allen Capital Group, LLC
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$241.4K (-$970)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares2,923 from 2,956
Change-33 (-1%)
Value$240.2K (-$3.7K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$239.5K (-$962)
Filed 2026-11-04
Genesis Private Wealth, LLC
INCREASED
Shares2,849 from 2,813
Change+36 (+1%)
Value$234.0K (+$2.0K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
NEW
Shares2,784
Change+2,784
Value$226.4K
Filed 2026-10-20
Jm2 Capital Inc.
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$216.9K (-$872)
Filed 2026-10-14
BAM Wealth Management, LLC
DECREASED
Shares2,637 from 3,009
Change-372 (-12%)
Value$216.7K (-$31.6K)
Filed 2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$202.9K (-$815)
Filed 2026-10-29
Quantify Chaos Advisors, LLC
DECREASED
Shares2,449 from 2,475
Change-26 (-1%)
Value$201.2K (-$2.9K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares2,131 from 2,108
Change+23 (+1%)
Value$175.1K (+$1.2K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares2,102 from 2,247
Change-145 (-6%)
Value$173.8K (-$11.5K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares1,649 from 1,430
Change+219 (+15%)
Value$135.5K (+$17.5K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,403
Change+1,403
Value$115.3K
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED
Shares1,216 from 1,209
Change+7 (+1%)
Value$99.9K (+$177)
Filed 2026-10-30
StrongBox Wealth, LLC
INCREASED
Shares1,056 from 931
Change+125 (+13%)
Value$86.8K (+$10.0K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$81.7K (-$329)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares865 from 822
Change+43 (+5%)
Value$71.1K (+$3.3K)
Filed 2026-10-02
Sunrise Financial Services, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$53.4K (-$215)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares646 from 309
Change+337 (+109%)
Value$53.1K (+$27.6K)
Filed 2026-11-05
Miller Global Investments, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$41.5K (-$166)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
NEW
Shares500
Change+500
Value$41.1K
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$34.7K (-$139)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares377 from 396
Change-19 (-5%)
Value$31.0K (-$1.7K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares354 from 58
Change+296 (+510%)
Value$29.1K (+$24.3K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares280 from 247
Change+33 (+13%)
Value$23.0K (+$2.6K)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$18.3K (-$74)
Filed 2026-11-03
Signature Equity Partners, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$15.8K (-$63)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares176 from 145
Change+31 (+21%)
Value$14.5K (+$2.5K)
Filed 2026-10-30
Bare Financial Services, Inc
NEW
Shares154
Change+154
Value$12.7K
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$9.8K (-$39)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares96 from 55
Change+41 (+75%)
Value$7.9K (+$3.3K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares78 from 44,243
Change-44,165 (-100%)
Value$6.4K (-$3.6M)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$5.6K (-$94)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.8K (-$19)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares50 from 75
Change-25 (-33%)
Value$4.1K (-$2.3K)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.9K (-$16)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
NEW
Shares45
Change+45
Value$3.7K
Filed 2026-10-23
WPG Advisers, LLC
NEW
Shares37
Change+37
Value$3.0K
Filed 2026-10-27
Reap Financial Group, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.6K (-$11)
Filed 2026-11-02
Gamma Investing LLC
NEW
Shares27
Change+27
Value$2.2K
Filed 2026-10-08
Bell Investment Advisors, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.1K (-$8)
Filed 2026-10-29
Buck Wealth Strategies, LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares19
Change+19
Value$1.6K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$904 (-$3)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$164 (-$1)
Filed 2026-10-21
TBH Global Asset Management, LLC
CLOSED
Shares0 from 32,608
Change-32,608 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Compound Planning, Inc.
CLOSED
Shares0 from 9,075
Change-9,075 (-100%)
Value$0 (-$748.6K)
Filed 2026-11-05
Csenge Advisory Group
CLOSED
Shares0 from 2,873
Change-2,873 (-100%)
Value$0 (-$237.0K)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 2,613
Change-2,613 (-100%)
Value$0 (-$215.5K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$47.1K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$40.7K)
Filed 2026-10-16
Financial Consulate, Inc
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-23
JPMorgan Chase & Co
N/A
Shares— from 56,628,680
Change-56,628,680 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,667,205
Change-6,667,205 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,725,312
Change-3,725,312 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,208,978
Change-3,208,978 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,000,314
Change-2,000,314 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,848,441
Change-1,848,441 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,606,508
Change-1,606,508 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,574,842
Change-1,574,842 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,323,787
Change-1,323,787 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,248,235
Change-1,248,235 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,215,609
Change-1,215,609 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 918,000
Change-918,000 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 915,678
Change-915,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 860,002
Change-860,002 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 842,940
Change-842,940 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 748,700
Change-748,700 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 725,716
Change-725,716 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 644,750
Change-644,750 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 603,856
Change-603,856 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 467,614
Change-467,614 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 463,659
Change-463,659 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 426,403
Change-426,403 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 421,018
Change-421,018 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 406,840
Change-406,840 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 396,161
Change-396,161 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 371,195
Change-371,195 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 352,131
Change-352,131 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 348,086
Change-348,086 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 333,887
Change-333,887 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 322,334
Change-322,334 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 309,337
Change-309,337 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 295,486
Change-295,486 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 294,898
Change-294,898 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 290,502
Change-290,502 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 287,036
Change-287,036 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 277,196
Change-277,196 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 255,786
Change-255,786 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 243,818
Change-243,818 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 204,717
Change-204,717 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 204,582
Change-204,582 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 191,388
Change-191,388 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 151,733
Change-151,733 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 139,694
Change-139,694 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 135,563
Change-135,563 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 131,791
Change-131,791 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 116,543
Change-116,543 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 94,221
Change-94,221 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 92,647
Change-92,647 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,272
Change-83,272 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 79,235
Change-79,235 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 66,634
Change-66,634 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 61,202
Change-61,202 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 58,934
Change-58,934 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 58,055
Change-58,055 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 57,379
Change-57,379 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,706
Change-53,706 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 53,510
Change-53,510 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 52,065
Change-52,065 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 50,326
Change-50,326 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 48,149
Change-48,149 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,082
Change-47,082 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 43,293
Change-43,293 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 40,218
Change-40,218 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,444
Change-39,444 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 37,389
Change-37,389 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 36,062
Change-36,062 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 35,920
Change-35,920 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 34,859
Change-34,859 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 30,524
Change-30,524 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 27,563
Change-27,563 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 27,248
Change-27,248 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 26,953
Change-26,953 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 26,189
Change-26,189 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 25,569
Change-25,569 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,117
Change-24,117 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 23,123
Change-23,123 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 21,649
Change-21,649 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 20,252
Change-20,252 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,011
Change-20,011 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 19,116
Change-19,116 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 19,078
Change-19,078 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 18,607
Change-18,607 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 18,522
Change-18,522 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,463
Change-18,463 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 16,630
Change-16,630 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,401
Change-14,401 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 12,782
Change-12,782 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,146
Change-11,146 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,138
Change-9,138 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
&partners
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,652
Change-5,652 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 659
Change-659 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 614
Change-614 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 363
Change-363 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 302
Change-302 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 254
Change-254 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 243
Change-243 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 143
Change-143 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 62
Change-62 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Eastern Bank
INCREASED2,350,5662,293,479+57,087+2%$189.2M$193.1M+$3.9M2026-10-05
Factory Mutual Insurance Co
UNCHANGED1,671,1301,671,13000%$137.9M$137.3M-$551.5K2026-10-30
Lido Advisors, LLC
INCREASED1,656,5741,545,466+111,108+7%$127.5M$136.1M+$8.6M2026-11-04
Commonwealth Equity Services, LLC
DECREASED1,655,1581,889,756-234,598-12%$155.9M$136.0M-$19.9M2026-11-02
Assetmark, Inc
DECREASED1,321,3421,394,660-73,318-5%$115.0M$108.6M-$6.5M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED1,280,0051,206,292+73,713+6%$99.5M$105.2M+$5.7M2026-10-22
Hughes Financial Services, LLC
INCREASED952,799907,369+45,430+5%$74.8M$78.4M+$3.6M2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED755,700745,277+10,423+1%$61.5M$62.1M+$610.4K2026-10-14
New England Professional Planning Group Inc.
DECREASED742,797761,909-19,112-3%$62.8M$61.0M-$1.8M2026-10-29
Richard P Slaughter Associates Inc
DECREASED641,488791,687-150,199-19%$65.3M$52.7M-$12.6M2026-10-13
Daymark Wealth Partners, LLC
DECREASED528,757592,253-63,496-11%$48.9M$43.4M-$5.4M2026-11-04
First Financial Bank - Trust Division
INCREASED515,711506,500+9,211+2%$41.8M$42.4M+$589.6K2026-10-01
Cutler Investment Counsel LLC
INCREASED497,617480,390+17,227+4%$39.6M$40.9M+$1.3M2026-10-28
Kelly Financial Group LLC
INCREASED465,234459,051+6,183+1%$37.9M$38.2M+$356.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED452,918522,486-69,568-13%$43.1M$37.2K-$43.1M2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED415,932365,229+50,703+14%$30.1M$34.2M+$4.0M2026-10-29
SAX Wealth Advisors, LLC
INCREASED409,691351,683+58,008+16%$26.6M$33.7M+$7.0M2026-10-13
EdgeRock Capital LLC
INCREASED399,443378,709+20,734+5%$31.2M$32.8M+$1.6M2026-11-03
WealthPlan Investment Management, LLC
DECREASED395,866436,465-40,599-9%$36.0M$32.5M-$3.5M2026-10-15
Kendall Capital Management
INCREASED358,552349,767+8,785+3%$28.9M$29.5M+$606.4K2026-10-23
Thrivent Financial for Lutherans
INCREASED357,008327,267+29,741+9%$27.0M$1.6M-$25.4M2026-11-05
AlphaCore Capital LLC
NEW329,499—+329,499——$27.1M—2026-11-04
Southern Farm Bureau Life Insurance
UNCHANGED322,180322,18000%$26.6M$26.4K-$26.6M2026-10-15
Choice Wealth Advisors LLC
INCREASED306,900305,647+1,253+0%$25.2M$25.2M+$2.1K2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED284,668261,833+22,835+9%$21.6M$23.4M+$1.8M2026-10-22
Family Investment Center, Inc.
DECREASED243,629250,069-6,440-3%$20.6M$20.0M-$611.6K2026-10-19
Mascoma Wealth Management LLC
INCREASED233,655226,552+7,103+3%$18.7M$19.2M+$508.8K2026-10-23
Navigation Group, LLC
INCREASED226,039222,982+3,057+1%$18.4M$18.6M+$177.6K2026-10-28
Kestra Advisory Services, LLC
INCREASED225,66933,003+192,666+584%$2.7M$18.5M+$15.8M2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED219,483241,190-21,707-9%$19.9M$18.0M-$1.9M2026-10-13
Valley Wealth Managers, Inc.
NEW202,895—+202,895——$16.7M—2026-10-09
Aprio Wealth Management, LLC
INCREASED201,28254,386+146,896+270%$4.5M$16.5M+$12.1M2026-10-28
Unique Wealth, LLC
INCREASED194,929188,631+6,298+3%$15.6M$16.0M+$455.2K2026-10-16
Bryant Woods Investment Advisors, LLC
INCREASED191,224164,127+27,097+17%$13.5M$15.7M+$2.2M2026-10-26
Fulton Bank, N.A.
INCREASED169,547137,763+31,784+23%$11.4M$13.9M+$2.6M2026-10-14
Smithbridge Asset Management Inc
DECREASED153,381156,154-2,773-2%$12.9M$12.6M-$279.4K2026-10-19
Greenwood Capital Associates LLC
INCREASED148,857139,052+9,805+7%$11.5M$12.2M+$759.7K2026-10-27
Apollon Wealth Management, LLC
NEW148,684—+148,684——$12.2M—2026-10-23
Park Avenue Securities LLC
DECREASED145,592160,539-14,947-9%$13.2M$12.0K-$13.2M2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED145,018136,116+8,902+7%$11.2M$11.9M+$686.6K2026-10-08
MN Wealth Advisors, LLC
INCREASED142,955123,012+19,943+16%$10.1M$11.7M+$1.6M2026-10-23
Perigon Wealth Management, LLC
INCREASED134,817130,066+4,751+4%$10.7M$11.1M+$347.4K2026-10-22
Sima Wealth Partners, LLC
DECREASED125,640127,757-2,117-2%$10.5M$10.3M-$216.1K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED121,01676,802+44,214+58%$6.3M$9.9M+$3.6M2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED118,042116,071+1,971+2%$9.6M$9.7M+$123.6K2026-10-21
ARQ Wealth Advisors, LLC
INCREASED116,048107,579+8,469+8%$8.9M$9.5M+$643.1K2026-10-29
Wagner Wealth Management, LLC
INCREASED115,582114,165+1,417+1%$9.4M$9.5M+$78.8K2026-10-21
Base Wealth Management LLC
INCREASED108,573101,496+7,077+7%$8.4M$8.9M+$547.9K2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED100,004100,509-5050%$8.3M$8.2M-$74.7K2026-10-27
Davenport & Co LLC
INCREASED93,78221,365+72,417+339%$1.8M$7.7M+$5.9M2026-10-14
Centerline Wealth Advisors, LLC
INCREASED91,79390,672+1,121+1%$7.5M$7.5M+$62.2K2026-10-15
Merited Wealth, LLC
INCREASED87,59878,836+8,762+11%$6.5M$7.2M+$693.9K2026-10-13
Axxcess Wealth Management, LLC
INCREASED85,38383,410+1,973+2%$6.9M$7.0M+$134.6K2026-10-21
Leo Wealth, LLC
NEW77,978—+77,978——$6.4M—2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED74,26476,370-2,106-3%$6.3M$6.0M-$269.7K2026-10-13
Sacks & Associates, LLC
INCREASED72,97472,494+480+1%$6.1M$6.0M-$54.8K2026-10-09
Ascent Group, LLC
DECREASED72,92775,733-2,806-4%$6.2M$6.0M-$255.5K2026-10-30
Newman Dignan & Sheerar, Inc.
NEW72,171—+72,171——$5.9M—2026-10-21
Mcdonald Partners LLC
INCREASED68,42252,877+15,545+29%$4.4M$5.6M+$1.3M2026-11-03
Cooper Financial Group
DECREASED67,57871,862-4,284-6%$5.9M$5.6M-$375.7K2026-10-07
WealthPLAN Partners, LLC
INCREASED66,10261,862+4,240+7%$5.1M$5.4M+$327.9K2026-10-15
Apella Capital, LLC
INCREASED65,74765,685+62+0%$5.4M$5.4M-$55.4K2026-10-08
Kaizen Financial Strategies
DECREASED62,80381,885-19,082-23%$6.7M$5.2M-$1.5M2026-10-09
Quantum Financial Planning Services, Inc.
INCREASED55,58823,281+32,307+139%$1.9M$4.6M+$2.6M2026-10-14
Ignite Planners, LLC
INCREASED50,02448,293+1,731+4%$4.0M$4.1M+$145.0K2026-10-14
WBH Advisory Inc
INCREASED48,23537,865+10,370+27%$3.1M$4.0M+$839.5K2026-11-05
Cedar Mountain Advisors, LLC
INCREASED47,04123,071+23,970+104%$1.9M$3.9M+$2.0M2026-10-15
Stevens Capital Partners
INCREASED42,60626,006+16,600+64%$2.1M$3.5M+$1.4M2026-10-29
Juncture Wealth Strategies, LLC
INCREASED40,94040,004+936+2%$3.3M$3.4M+$63.7K2026-10-06
Ascentis Independent Advisors
NEW39,154—+39,154——$3.2M—2026-11-03
Red Mountain Financial, LLC
DECREASED32,59533,935-1,340-4%$2.8M$2.7M-$121.3K2026-11-03
Cabot Wealth Management Inc
NEW32,559—+32,559——$2.7M—2026-11-05
Independence Asset Advisors, LLC
INCREASED31,81328,178+3,635+13%$2.3M$2.6M+$289.4K2026-10-23
Purus Wealth Management, LLC
DECREASED31,45434,904-3,450-10%$2.9M$2.6M-$295.0K2026-10-15
IFP Advisors, Inc
INCREASED31,18329,877+1,306+4%$2.5M$2.6M+$97.4K2026-10-16
HBW Advisory Services LLC
DECREASED30,84236,501-5,659-15%$3.0M$2.5M-$477.0K2026-10-15
Sharkey, Howes & Javer
DECREASED29,28733,345-4,058-12%$2.8M$2.4M-$344.4K2026-10-22
Valicenti Advisory Services Inc
INCREASED29,21028,878+332+1%$2.4K$2.4K+$182026-10-23
Peck Wealth Management, LLC
DECREASED28,78528,888-1030%$2.4M$2.4M-$18.0K2026-10-29
Elevation Wealth Management LLC
INCREASED28,60725,072+3,535+14%$2.1M$2.4M+$282.2K2026-11-02
MGO One Seven LLC
DECREASED28,39832,692-4,294-13%$2.7M$2.3M-$363.6K2026-10-28
HB Wealth Management, LLC
DECREASED28,05830,404-2,346-8%$2.5M$2.3M-$202.9K2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED26,75823,778+2,980+13%$2.0M$2.2M+$237.0K2026-10-16
Atria Investments, Inc
INCREASED25,85322,950+2,903+13%$1.9M$2.1M+$230.9K2026-10-15
Parcion Private Wealth LLC
DECREASED25,48226,473-991-4%$2.2M$2.1M-$90.2K2026-10-28
First Bank & Trust
INCREASED25,45121,125+4,326+20%$1.7M$2.1M+$348.5K2026-10-19
Vise Technologies, Inc.
INCREASED25,06124,321+740+3%$2.0M$2.1M+$52.7K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED24,50732,418-7,911-24%$2.7M$2.0M-$660.7K2026-10-05
Nova Financial LLC
NEW23,973—+23,973——$2.0M—2026-11-04
Farther Finance Advisors, LLC
DECREASED21,41923,334-1,915-8%$1.9M$1.8M-$164.9K2026-10-08
Vestor Capital, LLC
DECREASED21,18630,350-9,164-30%$4.5K$4.1K-$3742026-11-04
Saxony Capital Management, LLC
INCREASED20,55919,376+1,183+6%$1.6M$1.7M+$90.8K2026-10-15
Lane Brothers & Co Inc
DECREASED20,49523,264-2,769-12%$1.9M$1.7M-$235.2K2026-11-02
Lake Street Private Wealth, LLC
DECREASED20,43322,788-2,355-10%$1.9M$1.7M-$201.0K2026-10-22
Clear Creek Financial Management, LLC
DECREASED18,24419,119-875-5%$1.6M$1.5M-$78.2K2026-10-28
Balefire, LLC
DECREASED18,10519,154-1,049-5%$1.6M$1.5M-$92.5K2026-10-09
Lockerman Financial Group, Inc.
DECREASED17,83420,957-3,123-15%$1.7M$1.5M-$263.5K2026-10-19
3Chopt Investment Partners, LLC
DECREASED16,56018,021-1,461-8%$1.5M$1.4M-$126.0K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED15,90915,90900%$1.3M$1.3M-$5.3K2026-10-13
Creative Financial Designs Inc
DECREASED15,77117,299-1,528-9%$1.4M$1.3M-$131.2K2026-11-04
Fermata Advisors, LLC
NEW15,357—+15,357——$1.3M—2026-10-13
D.A. Davidson & Co.
UNCHANGED14,87714,87700%$1.2M$1.2M-$4.9K2026-10-28
AdvisorNet Financial, Inc
INCREASED13,90913,649+260+2%$1.1M$1.1M+$5.5K2026-10-15
Integras Partners LLC
INCREASED13,73312,794+939+7%$1.1M$1.1M+$72.9K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED10,72910,689+40+0%$881.7K$881.5K-$2412026-11-04
Firethorn Wealth Partners, LLC
DECREASED10,64311,107-464-4%$916.2K$874.4K-$41.8K2026-10-14
Boyer Financial Services, Inc.
DECREASED10,45410,924-470-4%$904.4K$858.9K-$45.5K2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED10,45110,134+317+3%$836.0K$858.7K+$22.7K2026-11-03
TritonPoint Partners, LLC
NEW10,201—+10,201——$838.1K—2026-11-05
Bank of New York Mellon Corp
INCREASED9,7187,133+2,585+36%$588.4K$798.4K+$210.1K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED9,4929,866-374-4%$813.9K$779.9K-$34.0K2026-11-05
Integrated Capital Management, LLC
INCREASED8,9388,788+150+2%$725.0K$734.4K+$9.4K2026-10-23
Emergent Wealth Advisors, LLC
INCREASED8,8328,784+48+1%$724.6K$725.6K+$1.0K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED8,3475,715+2,632+46%$471.4K$685.8K+$214.4K2026-10-16
StoneX Group Inc.
DECREASED8,31314,794-6,481-44%$1.2M$683.0K-$537.4K2026-11-03
Fairvoy Private Wealth, LLC
INCREASED8,0437,378+665+9%$608.6K$660.8K+$52.2K2026-10-19
Creative Planning
INCREASED8,0186,781+1,237+18%$559.4K$658.8K+$99.4K2026-11-02
Carnegie Investment Counsel
UNCHANGED8,0008,00000%$659.9K$657.3K-$2.6K2026-10-20
Private Trust Co NA
DECREASED7,7908,845-1,055-12%$729.6K$640.0K-$89.6K2026-10-20
Aegis Wealth Management, Inc.
INCREASED7,6196,531+1,088+17%$538.8K$626.0K+$87.2K2026-10-26
Truist Financial Corp
DECREASED7,54333,264-25,721-77%$2.7M$619.7K-$2.1M2026-10-30
Cardinal Point Capital Management ULC
UNCHANGED7,1287,12800%$588.0K$585.6K-$2.4K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED6,49835,800-29,302-82%$3.0M$533.9K-$2.4M2026-10-30
TFB Advisors LLC
INCREASED6,4656,344+121+2%$523.3K$531.2K+$7.8K2026-11-02
Financial Partners Group, Inc
INCREASED6,4363,351+3,085+92%$276.4K$528.8K+$252.3K2026-10-19
Sovran Advisors, LLC
INCREASED6,1776,174+3+0%$506.9K$508.4K+$1.5K2026-11-02
Kennedy Investment Group, Inc.
DECREASED6,0326,062-300%$500.1K$495.6K-$4.5K2026-10-21
PUREfi Wealth, LLC
INCREASED6,0275,140+887+17%$424.0K$495.1K+$71.2K2026-10-19
Phoenix Wealth Advisors
UNCHANGED5,9955,99500%$494.5K$492.5K-$2.0K2026-11-03
Meridian Wealth Management, LLC
UNCHANGED5,8215,82100%$480.2K$478.3K-$1.9K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED5,7505,495+255+5%$453.3K$472.4K+$19.1K2026-11-02
Windsor Capital Management, LLC
INCREASED5,2803,790+1,490+39%$312.6K$433.8K+$121.2K2026-10-13
Plan Group Financial, LLC
DECREASED4,9907,268-2,278-31%$599.5K$409.3K-$190.2K2026-10-22
Semus Wealth Partners LLC
INCREASED4,9704,916+54+1%$405.5K$408.3K+$2.8K2026-10-22
Prime Capital Investment Advisors, LLC
NEW4,968—+4,968——$408.2K—2026-10-20
King Luther Capital Management Corp
UNCHANGED4,7954,79500%$395.5K$394.0K-$1.6K2026-11-05
Mayfair Advisory Group, LLC
DECREASED4,6986,520-1,822-28%$533.1K$386.0K-$147.1K2026-10-20
Cpwa, LLC
DECREASED4,6164,653-37-1%$383.8K$376.7K-$7.1K2026-11-04
Signal Advisors Wealth, LLC
DECREASED4,5287,268-2,740-38%$599.5K$372.0K-$227.5K2026-10-13
Patten Group, Inc.
DECREASED4,3994,479-80-2%$369.5K$361.4K-$8.1K2026-10-26
Goelzer Investment Management, Inc.
UNCHANGED4,3434,34300%$358.3K$356.8K-$1.4K2026-10-16
Elm3 Financial Group, LLC
DECREASED3,8394,064-225-6%$335.2K$315.4K-$19.8K2026-10-07
XY Planning Network, Inc.
INCREASED3,6102,969+641+22%$244.9K$296.6K+$51.7K2026-10-14
Sterling Investment Counsel, LLC
DECREASED3,5243,740-216-6%$308.5K$289.5K-$19.0K2026-10-19
Thompson Siegel & Walmsley LLC
UNCHANGED3,4093,40900%$281.0K$280.0K-$1.0K2026-11-05
US Bancorp \de\
INCREASED3,3372,782+555+20%$229.5K$274.2K+$44.7K2026-11-05
Whipplewood Advisors, LLC
DECREASED3,2113,244-33-1%$267.6K$263.8K-$3.8K2026-10-20
Putney Financial Group LLC
NEW3,154—+3,154——$259.1K—2026-10-30
Summit Wealth Group LLC / Co
INCREASED3,1533,118+35+1%$257.2K$259.1K+$1.8K2026-10-29
Shira Ridge Wealth Management
DECREASED3,1073,938-831-21%$324.8K$255.3K-$69.6K2026-10-09
Greenspring Advisors, LLC
DECREASED3,0973,193-96-3%$263.4K$254.5K-$8.9K2026-11-05
Mission Wealth Management, LP
DECREASED2,99515,525-12,530-81%$1.3M$246.1K-$1.0M2026-10-15
Ledyard National Bank
NEW2,963—+2,963——$243.4K—2026-10-21
Allen Capital Group, LLC
UNCHANGED2,9382,93800%$242.4K$241.4K-$9702026-10-27
United Advisor Group, LLC
DECREASED2,9232,956-33-1%$243.8K$240.2K-$3.7K2026-11-03
Quadrant Private Wealth Management, LLC
UNCHANGED2,9152,91500%$240.5K$239.5K-$9622026-11-04
Genesis Private Wealth, LLC
INCREASED2,8492,813+36+1%$232.0K$234.0K+$2.0K2026-11-02
Tcfg Investment Advisors, LLC
NEW2,784—+2,784——$226.4K—2026-10-20
Jm2 Capital Inc.
UNCHANGED2,6402,64000%$217.8K$216.9K-$8722026-10-14
BAM Wealth Management, LLC
DECREASED2,6373,009-372-12%$248.2K$216.7K-$31.6K2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED2,4692,46900%$203.7K$202.9K-$8152026-10-29
Quantify Chaos Advisors, LLC
DECREASED2,4492,475-26-1%$204.1K$201.2K-$2.9K2026-11-04
Fifth Third Bancorp
INCREASED2,1312,108+23+1%$173.9K$175.1K+$1.2K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED2,1022,247-145-6%$185.4K$173.8K-$11.5K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED1,6491,430+219+15%$118.0K$135.5K+$17.5K2026-11-05
Root Financial Partners, LLC
NEW1,403—+1,403——$115.3K—2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED1,2161,209+7+1%$99.7K$99.9K+$1772026-10-30
StrongBox Wealth, LLC
INCREASED1,056931+125+13%$76.8K$86.8K+$10.0K2026-11-02
Ashton Thomas Securities, LLC
UNCHANGED99599500%$82.1K$81.7K-$3292026-10-26
GoalVest Advisory LLC
INCREASED865822+43+5%$67.8K$71.1K+$3.3K2026-10-02
Sunrise Financial Services, LLC
UNCHANGED65065000%$53.6K$53.4K-$2152026-10-21
Rossby Financial, LCC
INCREASED646309+337+109%$25.5K$53.1K+$27.6K2026-11-05
Miller Global Investments, LLC
UNCHANGED50550500%$41.7K$41.5K-$1662026-10-02
Pinnacle Wealth Planning Services, Inc.
NEW500—+500——$41.1K—2026-10-27
Mather Group, Llc.
UNCHANGED42242200%$34.8K$34.7K-$1392026-10-14
Spire Wealth Management
DECREASED377396-19-5%$32.7K$31.0K-$1.7K2026-10-30
Citigroup Inc
INCREASED35458+296+510%$4.8K$29.1K+$24.3K2026-11-04
Register Financial Advisors LLC
INCREASED280247+33+13%$20.4K$23.0K+$2.6K2026-10-23
Asset Dedication, LLC
UNCHANGED22322300%$18.4K$18.3K-$742026-11-03
Signature Equity Partners, LLC
UNCHANGED19219200%$15.9K$15.8K-$632026-10-29
Richardson Financial Services Inc.
INCREASED176145+31+21%$12.0K$14.5K+$2.5K2026-10-30
Bare Financial Services, Inc
NEW154—+154——$12.7K—2026-11-04
Key Capital Management, Inc
UNCHANGED11911900%$9.8K$9.8K-$392026-11-03
Parallel Advisors, LLC
INCREASED9655+41+75%$4.6K$7.9K+$3.3K2026-11-03
Golden State Wealth Management, LLC
DECREASED7844,243-44,165-100%$3.6M$6.4K-$3.6M2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED686800%$5.7K$5.6K-$942026-10-16
Cullen T Bankers, Inc.
UNCHANGED585800%$4.8K$4.8K-$192026-10-28
Compass Financial Management LLC
DECREASED5075-25-33%$6.4K$4.1K-$2.3K2026-10-30
Abound Wealth Management
UNCHANGED474700%$3.9K$3.9K-$162026-10-26
Wilmington Savings Fund Society, FSB
NEW45—+45——$3.7K—2026-10-23
WPG Advisers, LLC
NEW37—+37——$3.0K—2026-10-27
Reap Financial Group, LLC
UNCHANGED323200%$2.6K$2.6K-$112026-11-02
Gamma Investing LLC
NEW27—+27——$2.2K—2026-10-08
Bell Investment Advisors, Inc
UNCHANGED262600%$2.1K$2.1K-$82026-10-29
Buck Wealth Strategies, LLC
NEW20—+20——$1.6K—2026-10-28
Latitude Advisors, LLC
NEW19—+19——$1.6K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED111100%$907$904-$32026-10-13
Trust Co of Vermont
UNCHANGED2200%$165$164-$12026-10-21
TBH Global Asset Management, LLC
CLOSED032,608-32,608-100%$2.7M$0-$2.7M2026-11-03
Compound Planning, Inc.
CLOSED09,075-9,075-100%$748.6K$0-$748.6K2026-11-05
Csenge Advisory Group
CLOSED02,873-2,873-100%$237.0K$0-$237.0K2026-11-04
VestGen Advisors, LLC
CLOSED02,613-2,613-100%$215.5K$0-$215.5K2026-10-27
International Assets Investment Management, LLC
CLOSED0576-576-100%$47.1K$0-$47.1K2026-11-02
Cornerstone Planning Group LLC
CLOSED0492-492-100%$40.7K$0-$40.7K2026-10-16
Financial Consulate, Inc
CLOSED045-45-100%$3.7K$0-$3.7K2026-10-23
JPMorgan Chase & Co
N/A—56,628,680-56,628,680-100%$4.7B———
LPL Financial LLC
N/A—6,667,205-6,667,205-100%$550.0M———
FMR LLC
N/A—3,725,312-3,725,312-100%$307.3M———
Envestnet Asset Management Inc
N/A—3,208,978-3,208,978-100%$264.7M———
MML Investors Services, LLC
N/A—2,000,314-2,000,314-100%$165.0M———
Raymond James Financial Inc
N/A—1,848,441-1,848,441-100%$152.5M———
Dynasty Wealth Management, LLC
N/A—1,606,508-1,606,508-100%$132.5M———
Janney Montgomery Scott LLC
N/A—1,574,842-1,574,842-100%$129.9M———
Cetera Investment Advisers
N/A—1,323,787-1,323,787-100%$109.2M———
Bogart Wealth, LLC
N/A—1,248,235-1,248,235-100%$103.0M———
Vestmark Advisory Solutions, Inc.
N/A—1,215,609-1,215,609-100%$100.3M———
Invesco Ltd.
N/A—918,000-918,000-100%$75.7M———
Conservest Capital Advisors, Inc.
N/A—915,678-915,678-100%$75.5M———
Osaic Holdings, Inc.
N/A—860,002-860,002-100%$70.9M———
Great Valley Advisor Group, Inc.
N/A—842,940-842,940-100%$69.5M———
Private Advisor Group, LLC
N/A—748,700-748,700-100%$61.8M———
Jones Financial Companies Lllp
N/A—725,716-725,716-100%$58.9M———
Pure Financial Advisors, LLC
N/A—644,750-644,750-100%$53.2M———
Ameriprise Financial Inc
N/A—603,856-603,856-100%$49.7M———
Level Four Advisory Services, LLC
N/A—467,614-467,614-100%$38.6M———
Modern Wealth Management, LLC
N/A—463,659-463,659-100%$38.2M———
Old Mission Capital LLC
N/A—426,403-426,403-100%$35.2M———
Pallas Capital Advisors LLC
N/A—421,018-421,018-100%$34.7M———
HighPoint Advisor Group LLC
N/A—406,840-406,840-100%$33.6M———
Francis Financial, Inc.
N/A—396,161-396,161-100%$32.7M———
Madison Asset Management, LLC
N/A—371,195-371,195-100%$30.6M———
National Philanthropic Trust
N/A—352,131-352,131-100%$29.0M———
Royal Bank of Canada
N/A—348,086-348,086-100%$28.7M———
Northwestern Mutual Wealth Management Co
N/A—333,887-333,887-100%$27.5M———
Elk River Wealth Management LLC
N/A—322,334-322,334-100%$26.6M———
Bluespring Wealth Management, LLC
N/A—309,337-309,337-100%$25.5M———
Integrated Wealth Concepts LLC
N/A—295,486-295,486-100%$24.4M———
Rockefeller Capital Management L.P.
N/A—294,898-294,898-100%$24.3M———
Tradition Wealth Management, LLC
N/A—290,502-290,502-100%$24.0M———
UBS Asset Management Americas LLC
N/A—287,036-287,036-100%$23.7M———
Morgan Stanley
N/A—277,196-277,196-100%$22.9M———
EP Wealth Advisors, LLC
N/A—255,786-255,786-100%$21.1M———
Wells Fargo & Company
N/A—243,818-243,818-100%$20.1M———
Susquehanna International Group, LLP
N/A—204,717-204,717-100%$16.9M———
Citadel Advisors LLC
N/A—204,582-204,582-100%$16.9M———
Equitable Holdings, Inc.
N/A—191,388-191,388-100%$15.6M———
Bank of America Corp
N/A—151,733-151,733-100%$12.5M———
ForthRight Wealth Management, LLC
N/A—139,694-139,694-100%$11.5M———
Sanctuary Advisors, LLC
N/A—135,563-135,563-100%$11.2M———
Providence Financial Advisors, LLC
N/A—131,791-131,791-100%$10.9M———
Kintra Wealth, LLC
N/A—116,543-116,543-100%$10.0M———
Stifel Financial Corp
N/A—94,221-94,221-100%$7.8M———
Investors Portfolio Services LLC
N/A—92,647-92,647-100%$7.6M———
Goldman Sachs Group Inc
N/A—83,272-83,272-100%$6.9M———
Magnolia Capital Advisors LLC
N/A—79,235-79,235-100%$6.5M———
Bellevue Asset Management, LLC
N/A—66,634-66,634-100%$5.5M———
Hopwood Nicholas Hunter
N/A—61,202-61,202-100%$5.0M———
Scotia Capital Inc.
N/A—58,934-58,934-100%$4.9M———
IHT Wealth Management, LLC
N/A—58,055-58,055-100%$4.8M———
Arax Advisory Partners
N/A—57,379-57,379-100%$4.7M———
NewEdge Advisors, LLC
N/A—53,706-53,706-100%$4.4M———
Storen Legacy Partners, LLC
N/A—53,510-53,510-100%$4.4M———
Kingsview Wealth Management, LLC
N/A—52,065-52,065-100%$4.3M———
Legacy Edge Advisors, LLC
N/A—50,326-50,326-100%$4.2M———
Natixis Advisors, LLC
N/A—48,149-48,149-100%$4.0M———
CreativeOne Wealth, LLC
N/A—47,082-47,082-100%$3.9M———
NewEdge Wealth, LLC
N/A—43,293-43,293-100%$3.6M———
Silver OAK Securities, Incorporated
N/A—40,218-40,218-100%$3.3M———
Global Retirement Partners, LLC
N/A—39,444-39,444-100%$3.3M———
Western Wealth Management, LLC
N/A—37,389-37,389-100%$3.1M———
5T Wealth, LLC
N/A—36,062-36,062-100%$3.0M———
1015 Capital Partners, LLC
N/A—35,920-35,920-100%$3.0M———
Mutual Advisors, LLC
N/A—34,859-34,859-100%$2.9M———
Twin Peaks Wealth Advisors, LLC
N/A—30,524-30,524-100%$2.5M———
Garden State Investment Advisory Services LLC
N/A—27,563-27,563-100%$2.3M———
PCG Wealth Advisors, LLC
N/A—27,248-27,248-100%$2.2M———
PNC Financial Services Group, Inc.
N/A—26,953-26,953-100%$2.2M———
Wayfinding Financial, LLC
N/A—26,189-26,189-100%$2.2M———
Belpointe Asset Management LLC
N/A—25,569-25,569-100%$2.1M———
HighTower Advisors, LLC
N/A—24,117-24,117-100%$2.0M———
Dakota Wealth Management
N/A—23,123-23,123-100%$1.9M———
World Investment Advisors
N/A—22,700-22,700-100%$1.8M———
Gateway Wealth Partners, LLC
N/A—22,410-22,410-100%$1.8M———
Sound View Wealth Advisors Group, LLC
N/A—21,649-21,649-100%$1.8M———
Dearborn Partners LLC
N/A—20,252-20,252-100%$1.7M———
Mercer Global Advisors Inc
N/A—20,011-20,011-100%$1.7M———
Intrepid Financial Planning Group LLC
N/A—19,139-19,139-100%$1.6M———
Planning Directions Inc
N/A—19,116-19,116-100%$1.6M———
Geneos Wealth Management Inc.
N/A—19,078-19,078-100%$1.6M———
West Michigan Advisors, LLC
N/A—18,607-18,607-100%$1.5M———
Essex Financial Services, Inc.
N/A—18,522-18,522-100%$1.5M———
Captrust Financial Advisors
N/A—18,463-18,463-100%$1.5M———
Ruggaard & Associates LLC
N/A—16,630-16,630-100%$1.4M———
Advisory Services Network, LLC
N/A—14,401-14,401-100%$1.2M———
Focus Partners Wealth
N/A—14,005-14,005-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—13,706-13,706-100%$1.1M———
McLaughlin Asset Management, Inc.
N/A—12,782-12,782-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—12,386-12,386-100%$1.0M———
Navis Wealth Advisors, LLC
N/A—12,250-12,250-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—12,140-12,140-100%$1.0M———
LRI Investments, LLC
N/A—11,146-11,146-100%$919.4K———
Harbour Investments, Inc.
N/A—11,141-11,141-100%$919.0K———
GeoWealth Management, LLC
N/A—10,017-10,017-100%$826.3K———
O'shaughnessy Asset Management, LLC
N/A—9,947-9,947-100%$820.5K———
MAI Capital Management
N/A—9,138-9,138-100%$753.8K———
Eaton Financial Holdings Company, LLC
N/A—8,717-8,717-100%$719.1K———
Atlas Wealth LLC
N/A—8,522-8,522-100%$703.0K———
Gallagher Fiduciary Advisors, LLC
N/A—8,241-8,241-100%$679.8K———
Foundations Investment Advisors, LLC
N/A—7,942-7,942-100%$655.2K———
Cary Street Partners Financial LLC
N/A—7,696-7,696-100%$634.8K———
&partners
N/A—7,609-7,609-100%$627.6K———
Gentry Private Wealth, LLC
N/A—7,419-7,419-100%$612.0K———
Marshall Financial Group, LLC
N/A—7,416-7,416-100%$611.8K———
UBS Group AG
N/A—6,959-6,959-100%$574.0K———
Tiemann Investment Advisors, LLC
N/A—6,890-6,890-100%$568.4K———
Pathstone Holdings, LLC
N/A—6,864-6,864-100%$566.2K———
Berger Financial Group, Inc
N/A—6,683-6,683-100%$551.3K———
Nuveen, LLC
N/A—5,988-5,988-100%$494.0K———
Bank of Marin
N/A—5,722-5,722-100%$472.0K———
Aspire Capital Advisors LLC
N/A—5,652-5,652-100%$466.2K———
Tudor Investment Corp ET AL
N/A—5,175-5,175-100%$426.9K———
Cerity Partners LLC
N/A—5,101-5,101-100%$420.8K———
OneDigital Investment Advisors LLC
N/A—5,062-5,062-100%$417.5K———
IFG Advisory, LLC
N/A—5,032-5,032-100%$415.0K———
Bessemer Group Inc
N/A—4,900-4,900-100%$404.0K———
Gladstone Institutional Advisory LLC
N/A—4,783-4,783-100%$394.6K———
Olde Wealth Management, LLC
N/A—4,730-4,730-100%$390.0K———
Stephens Inc
N/A—4,696-4,696-100%$387.4K———
Quantinno Capital Management LP
N/A—4,690-4,690-100%$386.9K———
Orion Porfolio Solutions, LLC
N/A—4,616-4,616-100%$380.8K———
FWG Holdings, LLC
N/A—4,298-4,298-100%$351.5K———
Merit Financial Group, LLC
N/A—3,933-3,933-100%$324.4K———
Focus Partners Advisor Solutions, LLC
N/A—3,788-3,788-100%$312.6K———
Ausdal Financial Partners, Inc.
N/A—3,648-3,648-100%$300.9K———
GTS Securities LLC
N/A—3,385-3,385-100%$279.2K———
Quotient Wealth Partners, LLC
N/A—3,337-3,337-100%$275.3K———
Lakeridge Wealth Management LLC
N/A—3,333-3,333-100%$274.9K———
Tripletail Wealth Management, LLC
N/A—3,298-3,298-100%$273.0K———
Composition Wealth, LLC
N/A—3,295-3,295-100%$271.8K———
Ascension Capital Advisors, Inc.
N/A—3,286-3,286-100%$271.1K———
Beacon Pointe Advisors, LLC
N/A—3,136-3,136-100%$258.7K———
Sequent Planning LLC
N/A—2,994-2,994-100%$247.0K———
Mariner, LLC
N/A—2,852-2,852-100%$235.3K———
Millington Financial Advisors, LLC
N/A—2,584-2,584-100%$211.5K———
Capital Analysts, LLC
N/A—2,575-2,575-100%$212.0K———
XTX Topco Ltd
N/A—2,486-2,486-100%$205.1K———
AE Wealth Management LLC
N/A—1,946-1,946-100%$160.5K———
Franklin Resources Inc
N/A—1,942-1,942-100%$160.2K———
Aptus Capital Advisors, LLC
N/A—1,203-1,203-100%$99.2K———
BFC Planning, Inc.
N/A—1,090-1,090-100%$89.9K———
Ameriflex Group, Inc.
N/A—1,070-1,070-100%$88.3K———
Institute for Wealth Management, Llc.
N/A—1,051-1,051-100%$86.7K———
Transamerica Financial Advisors, LLC
N/A—887-887-100%$73.2K———
Paladin Advisory Group, LLC
N/A—805-805-100%$66.4K———
Banco de Sabadell, S.a
N/A—659-659-100%$54.0K———
Orion Capital Management LLC
N/A—654-654-100%$53.9K———
Dunhill Financial, LLC
N/A—629-629-100%$51.9K———
Whittier Trust Co of Nevada Inc
N/A—614-614-100%$50.7K———
N.E.W. Advisory Services LLC
N/A—451-451-100%$37.2K———
Vision Retirement, LLC
N/A—449-449-100%$37.0K———
Huntington National Bank
N/A—363-363-100%$29.9K———
Allworth Financial LP
N/A—302-302-100%$24.9K———
Vanguard National Trust Co
N/A—254-254-100%$21.0K———
Bank of Montreal
N/A—243-243-100%$20.0K———
Millstone Evans Group, LLC
N/A—201-201-100%$16.6K———
Caldwell Sutter Capital, Inc.
N/A—180-180-100%$14.8K———
Vanguard Advisers Inc
N/A—143-143-100%$11.8K———
LGT Financial Advisors LLC
N/A—122-122-100%$10.1K———
Continuum Advisory, LLC
N/A—93-93-100%$7.7K———
Fiduciary Financial Advisors
N/A—62-62-100%$5.1K———
Strategic Wealth Partners, Ltd.
N/A—57-57-100%$4.7K———
Hantz Financial Services, Inc.
N/A—27-27-100%$2———
SHP Wealth Management
N/A—21-21-100%$1.8K———
Smartleaf Asset Management LLC
N/A—14-14-100%$1.2K———
Park Square Financial Group, LLC
N/A—2-2-100%$165———
BlackRock, Inc.
N/A—1-1-100%$46———
Showing 376 of 376 institutions