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JPMorgan US Momentum Factor (JMOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,026,352 from 9,685,375
Change+340,977 (+4%)
Value$843.4M (+$34.4M)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares4,540,132 from 4,811,325
Change-271,193 (-6%)
Value$378.4M (-$32.8M)
Filed 2026-10-15
Shore Point Advisors, LLC
INCREASED
Shares705,841 from 701,536
Change+4,305 (+1%)
Value$43.9M (-$164.5K)
Filed 2026-10-14
Nova R Wealth, Inc.
DECREASED
Shares245,230 from 249,662
Change-4,432 (-2%)
Value$20.4M (-$896.2K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
DECREASED
Shares195,775 from 206,445
Change-10,670 (-5%)
Value$16.3M (-$643.7K)
Filed 2026-10-29
Cassia Capital Partners, LLC
DECREASED
Shares133,509 from 137,154
Change-3,645 (-3%)
Value$11.1M (-$592.3K)
Filed 2026-11-04
Vise Technologies, Inc.
DECREASED
Shares86,419 from 89,189
Change-2,770 (-3%)
Value$7.2M (-$419.0K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares81,841 from 72,702
Change+9,139 (+13%)
Value$6.8M (+$608.3K)
Filed 2026-10-07
Fifth Third Wealth Advisors LLC
INCREASED
Shares69,968 from 44,206
Change+25,762 (+58%)
Value$5.8M (+$2.1M)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares59,697 from 57,709
Change+1,988 (+3%)
Value$5.0M (+$43.9K)
Filed 2026-10-20
Fifth Third Securities, Inc.
DECREASED
Shares57,043 from 57,242
Change-199 (0%)
Value$4.8M (-$137.4K)
Filed 2026-10-21
Kelly Financial Group LLC
DECREASED
Shares52,359 from 53,016
Change-657 (-1%)
Value$4.4M (-$166.6K)
Filed 2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED
Shares48,059 from 48,059
Change0 (0%)
Value$4.0M (-$101.4K)
Filed 2026-10-30
Klaas Financial Asset Advisors, LLC
DECREASED
Shares35,247 from 35,647
Change-400 (-1%)
Value$2.9M (-$108.6K)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED
Shares31,129 from 32,236
Change-1,107 (-3%)
Value$2.6M (-$80.5K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares31,123 from 25,090
Change+6,033 (+24%)
Value$2.6M (+$450.0K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
NEW
Shares28,551
Change+28,551
Value$2.4M
Filed 2026-10-26
Professional Financial Advisors, LLC
DECREASED
Shares23,065 from 23,303
Change-238 (-1%)
Value$1.9M (-$68.9K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares22,950 from 26,761
Change-3,811 (-14%)
Value$2.0M (-$257.1K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
NEW
Shares22,880
Change+22,880
Value$1.9M
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares21,384 from 21,440
Change-56 (0%)
Value$1.8M (-$49.9K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares19,565 from 19,866
Change-301 (-2%)
Value$1.6M (-$67.0K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares18,037 from 263
Change+17,774 (+6758%)
Value$1.5M (+$1.5M)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares14,367 from 10,784
Change+3,583 (+33%)
Value$1.2M (+$275.9K)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
NEW
Shares14,296
Change+14,296
Value$1.2M
Filed 2026-11-03
MN Wealth Advisors, LLC
DECREASED
Shares13,290 from 14,220
Change-930 (-7%)
Value$1.1M (-$107.5K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares12,928 from 12,714
Change+214 (+2%)
Value$1.1M (-$9.0K)
Filed 2026-10-22
Moneywise, Inc.
INCREASED
Shares12,276 from 2,373
Change+9,903 (+417%)
Value$1.0M (+$820.4K)
Filed 2026-10-30
Linscomb Wealth, Inc.
INCREASED
Shares11,920 from 10,085
Change+1,835 (+18%)
Value$993.5K (+$131.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,648 from 12,545
Change-2,897 (-23%)
Value$804 (-$1.1M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares8,561 from 5,881
Change+2,680 (+46%)
Value$713.6K (+$211.0K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares8,276 from 8,127
Change+149 (+2%)
Value$695.9K (+$1.4K)
Filed 2026-10-07
Patten Group, Inc.
DECREASED
Shares8,093 from 8,335
Change-242 (-3%)
Value$674.6K (-$37.8K)
Filed 2026-10-26
Gallacher Capital Management LLC
DECREASED
Shares7,745 from 10,834
Change-3,089 (-29%)
Value$645.5K (-$280.4K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
UNCHANGED
Shares7,058 from 7,058
Change0 (0%)
Value$588.3K (-$14.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares6,496 from 6,485
Change+11 (+0%)
Value$541.4K (-$12.3K)
Filed 2026-10-08
Lake Street Private Wealth, LLC
DECREASED
Shares6,419 from 7,750
Change-1,331 (-17%)
Value$535.0K (-$127.3K)
Filed 2026-10-22
Midwest Trust Co
UNCHANGED
Shares6,286 from 6,286
Change0 (0%)
Value$523.9K (-$13.3K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares6,167 from 3,103
Change+3,064 (+99%)
Value$514.0K (+$248.8K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares5,915 from 7,417
Change-1,502 (-20%)
Value$471.2K (-$163.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares5,374 from 4,577
Change+797 (+17%)
Value$447.9K (+$56.8K)
Filed 2026-10-21
Able Wealth Management LLC
INCREASED
Shares5,301 from 5,030
Change+271 (+5%)
Value$451.6K (+$21.7K)
Filed 2026-10-13
Castleview Partners, LLC
DECREASED
Shares5,164 from 5,174
Change-10 (0%)
Value$430.4K (-$11.8K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,157 from 5,034
Change-877 (-17%)
Value$346.5K (-$83.7K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares3,778 from 3,770
Change+8 (+0%)
Value$314.9K (-$7.3K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares3,683
Change+3,683
Value$307.0K
Filed 2026-11-05
RHS Financial, LLC
NEW
Shares3,582
Change+3,582
Value$298.6K
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares3,551 from 3,912
Change-361 (-9%)
Value$296.0K (-$38.4K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares3,487 from 3,047
Change+440 (+14%)
Value$290.6K (+$30.2K)
Filed 2026-10-13
AWM Capital, LLC
INCREASED
Shares3,481 from 3,474
Change+7 (+0%)
Value$290.2K (-$6.7K)
Filed 2026-10-16
Independent Financial Group, LLC
NEW
Shares3,390
Change+3,390
Value$282.6K
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares3,192 from 2,690
Change+502 (+19%)
Value$266.1K (+$36.2K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares3,021 from 4,980
Change-1,959 (-39%)
Value$256.9K (-$168.7K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
NEW
Shares2,899
Change+2,899
Value$230.2K
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares2,888 from 3,298
Change-410 (-12%)
Value$240.7K (-$41.1K)
Filed 2026-10-30
Andrew Hill Investment Advisors, Inc.
NEW
Shares2,866
Change+2,866
Value$238.9K
Filed 2026-10-22
Detalus Advisors, LLC
DECREASED
Shares2,581 from 3,218
Change-637 (-20%)
Value$215.1K (-$59.9K)
Filed 2026-10-15
First Heartland Consultants, Inc.
DECREASED
Shares2,556 from 11,562
Change-9,006 (-78%)
Value$213.0K (-$775.0K)
Filed 2026-10-08
Basso Capital Management, L.P.
NEW
Shares2,500
Change+2,500
Value$208.4K
Filed 2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$200.6K (-$5.1K)
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$162.7K (-$4.1K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares1,918 from 1,913
Change+5 (+0%)
Value$159.9K (-$3.6K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,274
Change+1,274
Value$106.2K
Filed 2026-10-21
Gleason Group, Inc.
DECREASED
Shares1,250 from 1,286
Change-36 (-3%)
Value$104.2K (-$5.7K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares1,128 from 776
Change+352 (+45%)
Value$94.0K (+$27.7K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares886 from 1,004
Change-118 (-12%)
Value$73.8K (-$12.0K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares683
Change+683
Value$56.9K
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$54 (-$34.0K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares622 from 248
Change+374 (+151%)
Value$51.8K (+$30.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares588 from 653
Change-65 (-10%)
Value$49.0K (-$6.8K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$45.3K (-$1.1K)
Filed 2026-11-05
Global Trust Asset Management, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$34.1K (-$863)
Filed 2026-10-19
Arlington Trust Co LLC
DECREASED
Shares190 from 500
Change-310 (-62%)
Value$15.8K (-$26.9K)
Filed 2026-10-20
Family Capital Trust Co
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$15.3K (-$388)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
NEW
Shares178
Change+178
Value$14.8K
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$11.8K (-$274)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares107 from 768
Change-661 (-86%)
Value$8.9K (-$56.7K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.4K (-$137)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
NEW
Shares54
Change+54
Value$4.5K
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$667 (-$17)
Filed 2026-11-02
Vima LLC
NEW
Shares7
Change+7
Value$583
Filed 2026-10-23
Trust Co
NEW
Shares0
Change0
Value$18
Filed 2026-10-09
West Wealth Group, LLC
CLOSED
Shares0 from 141,345
Change-141,345 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-14
Skyline Advisors, Inc.
CLOSED
Shares0 from 46,516
Change-46,516 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-03
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 9,802
Change-9,802 (-100%)
Value$0 (-$837.7K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 5,744
Change-5,744 (-100%)
Value$0 (-$490.9K)
Filed 2026-10-16
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,010
Change-5,010 (-100%)
Value$0 (-$428.2K)
Filed 2026-11-03
Kingdom Financial Group Llc.
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$14.4K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-13
Spire Wealth Management
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-30
Equitable Holdings, Inc.
N/A
Shares— from 1,421,610
Change-1,421,610 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 838,538
Change-838,538 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 770,814
Change-770,814 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 386,525
Change-386,525 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 236,029
Change-236,029 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 172,574
Change-172,574 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 172,407
Change-172,407 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 79,317
Change-79,317 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 76,463
Change-76,463 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 67,756
Change-67,756 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 53,517
Change-53,517 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 52,230
Change-52,230 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 49,831
Change-49,831 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 44,933
Change-44,933 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 44,002
Change-44,002 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,528
Change-41,528 (-100%)
Value—
Centennial Bank
N/A
Shares— from 38,890
Change-38,890 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 37,766
Change-37,766 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 34,257
Change-34,257 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 32,942
Change-32,942 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 30,299
Change-30,299 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 29,288
Change-29,288 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 26,836
Change-26,836 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 24,992
Change-24,992 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 23,514
Change-23,514 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,445
Change-22,445 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,891
Change-21,891 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,818
Change-20,818 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 20,041
Change-20,041 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 18,951
Change-18,951 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 15,669
Change-15,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,887
Change-12,887 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,567
Change-9,567 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,946
Change-8,946 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,216
Change-3,216 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 691
Change-691 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 590
Change-590 (-100%)
Value—
UBS Group AG
N/A
Shares— from 369
Change-369 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 180
Change-180 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED10,026,3529,685,375+340,977+4%$809.0M$843.4M+$34.4M2026-10-13
Blue Trust, Inc.
DECREASED4,540,1324,811,325-271,193-6%$411.2M$378.4M-$32.8M2026-10-15
Shore Point Advisors, LLC
INCREASED705,841701,536+4,305+1%$44.0M$43.9M-$164.5K2026-10-14
Nova R Wealth, Inc.
DECREASED245,230249,662-4,432-2%$21.3M$20.4M-$896.2K2026-10-26
ARQ Wealth Advisors, LLC
DECREASED195,775206,445-10,670-5%$17.0M$16.3M-$643.7K2026-10-29
Cassia Capital Partners, LLC
DECREASED133,509137,154-3,645-3%$11.7M$11.1M-$592.3K2026-11-04
Vise Technologies, Inc.
DECREASED86,41989,189-2,770-3%$7.6M$7.2M-$419.0K2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED81,84172,702+9,139+13%$6.2M$6.8M+$608.3K2026-10-07
Fifth Third Wealth Advisors LLC
INCREASED69,96844,206+25,762+58%$3.8M$5.8M+$2.1M2026-10-22
Kathmere Capital Management, LLC
INCREASED59,69757,709+1,988+3%$4.9M$5.0M+$43.9K2026-10-20
Fifth Third Securities, Inc.
DECREASED57,04357,242-1990%$4.9M$4.8M-$137.4K2026-10-21
Kelly Financial Group LLC
DECREASED52,35953,016-657-1%$4.5M$4.4M-$166.6K2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED48,05948,05900%$4.1M$4.0M-$101.4K2026-10-30
Klaas Financial Asset Advisors, LLC
DECREASED35,24735,647-400-1%$3.0M$2.9M-$108.6K2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED31,12932,236-1,107-3%$2.7M$2.6M-$80.5K2026-10-13
Commonwealth Equity Services, LLC
INCREASED31,12325,090+6,033+24%$2.1M$2.6M+$450.0K2026-11-02
Lodestar Private Asset Management LLC
NEW28,551—+28,551——$2.4M—2026-10-26
Professional Financial Advisors, LLC
DECREASED23,06523,303-238-1%$2.0M$1.9M-$68.9K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED22,95026,761-3,811-14%$2.2M$2.0M-$257.1K2026-10-19
Kestra Private Wealth Services, LLC
NEW22,880—+22,880——$1.9M—2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED21,38421,440-560%$1.8M$1.8M-$49.9K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED19,56519,866-301-2%$1.7M$1.6M-$67.0K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED18,037263+17,774+6758%$22.5K$1.5M+$1.5M2026-11-04
Triumph Capital Management
INCREASED14,36710,784+3,583+33%$921.6K$1.2M+$275.9K2026-10-14
Mirae Asset Global Investments Co., Ltd.
NEW14,296—+14,296——$1.2M—2026-11-03
MN Wealth Advisors, LLC
DECREASED13,29014,220-930-7%$1.2M$1.1M-$107.5K2026-10-23
TSA Wealth Managment LLC
INCREASED12,92812,714+214+2%$1.1M$1.1M-$9.0K2026-10-22
Moneywise, Inc.
INCREASED12,2762,373+9,903+417%$202.8K$1.0M+$820.4K2026-10-30
Linscomb Wealth, Inc.
INCREASED11,92010,085+1,835+18%$861.9K$993.5K+$131.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED9,64812,545-2,897-23%$1.1M$804-$1.1M2026-11-02
Creative Planning
INCREASED8,5615,881+2,680+46%$502.6K$713.6K+$211.0K2026-11-02
Asempa Wealth Advisors
INCREASED8,2768,127+149+2%$694.5K$695.9K+$1.4K2026-10-07
Patten Group, Inc.
DECREASED8,0938,335-242-3%$712.3K$674.6K-$37.8K2026-10-26
Gallacher Capital Management LLC
DECREASED7,74510,834-3,089-29%$925.9K$645.5K-$280.4K2026-10-30
Daymark Wealth Partners, LLC
UNCHANGED7,0587,05800%$603.2K$588.3K-$14.9K2026-11-04
Farther Finance Advisors, LLC
INCREASED6,4966,485+11+0%$553.7K$541.4K-$12.3K2026-10-08
Lake Street Private Wealth, LLC
DECREASED6,4197,750-1,331-17%$662.3K$535.0K-$127.3K2026-10-22
Midwest Trust Co
UNCHANGED6,2866,28600%$537.2K$523.9K-$13.3K2026-10-22
Kestra Advisory Services, LLC
INCREASED6,1673,103+3,064+99%$265.2K$514.0K+$248.8K2026-11-02
Prospera Financial Services Inc
DECREASED5,9157,417-1,502-20%$634.6K$471.2K-$163.4K2026-11-04
Axxcess Wealth Management, LLC
INCREASED5,3744,577+797+17%$391.1K$447.9K+$56.8K2026-10-21
Able Wealth Management LLC
INCREASED5,3015,030+271+5%$429.8K$451.6K+$21.7K2026-10-13
Castleview Partners, LLC
DECREASED5,1645,174-100%$442.2K$430.4K-$11.8K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,1575,034-877-17%$430.2K$346.5K-$83.7K2026-10-14
Burk Holdings LLC
INCREASED3,7783,770+8+0%$322.2K$314.9K-$7.3K2026-11-05
Bank of New York Mellon Corp
NEW3,683—+3,683——$307.0K—2026-11-05
RHS Financial, LLC
NEW3,582—+3,582——$298.6K—2026-10-13
MGO One Seven LLC
DECREASED3,5513,912-361-9%$334.3K$296.0K-$38.4K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED3,4873,047+440+14%$260.4K$290.6K+$30.2K2026-10-13
AWM Capital, LLC
INCREASED3,4813,474+7+0%$296.9K$290.2K-$6.7K2026-10-16
Independent Financial Group, LLC
NEW3,390—+3,390——$282.6K—2026-10-13
Independent Wealth Network Inc.
INCREASED3,1922,690+502+19%$229.9K$266.1K+$36.2K2026-10-19
Cypress Wealth Services, LLC
DECREASED3,0214,980-1,959-39%$425.6K$256.9K-$168.7K2026-10-21
Chicago Partners Investment Group LLC
NEW2,899—+2,899——$230.2K—2026-10-27
Ascent Group, LLC
DECREASED2,8883,298-410-12%$281.8K$240.7K-$41.1K2026-10-30
Andrew Hill Investment Advisors, Inc.
NEW2,866—+2,866——$238.9K—2026-10-22
Detalus Advisors, LLC
DECREASED2,5813,218-637-20%$275.0K$215.1K-$59.9K2026-10-15
First Heartland Consultants, Inc.
DECREASED2,55611,562-9,006-78%$988.1K$213.0K-$775.0K2026-10-08
Basso Capital Management, L.P.
NEW2,500—+2,500——$208.4K—2026-10-30
J.W. Cole Advisors, Inc.
UNCHANGED2,4072,40700%$205.7K$200.6K-$5.1K2026-11-05
Acropolis Investment Management, LLC
UNCHANGED1,9521,95200%$166.8K$162.7K-$4.1K2026-10-08
Rossby Financial, LCC
INCREASED1,9181,913+5+0%$163.5K$159.9K-$3.6K2026-11-05
Root Financial Partners, LLC
NEW1,274—+1,274——$106.2K—2026-10-21
Gleason Group, Inc.
DECREASED1,2501,286-36-3%$109.9K$104.2K-$5.7K2026-10-15
IFP Advisors, Inc
INCREASED1,128776+352+45%$66.3K$94.0K+$27.7K2026-10-16
Larson Financial Group LLC
DECREASED8861,004-118-12%$85.8K$73.8K-$12.0K2026-11-05
Ascentis Independent Advisors
NEW683—+683——$56.9K—2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED65065000%$34.0K$54-$34.0K2026-11-04
Assetmark, Inc
INCREASED622248+374+151%$21.2K$51.8K+$30.7K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED588653-65-10%$55.8K$49.0K-$6.8K2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED54454400%$46.5K$45.3K-$1.1K2026-11-05
Global Trust Asset Management, LLC
UNCHANGED40940900%$35.0K$34.1K-$8632026-10-19
Arlington Trust Co LLC
DECREASED190500-310-62%$42.7K$15.8K-$26.9K2026-10-20
Family Capital Trust Co
UNCHANGED18418400%$15.7K$15.3K-$3882026-10-22
Cassaday & Co Wealth Management LLC
NEW178—+178——$14.8K—2026-10-27
Creative Financial Designs Inc
INCREASED142141+1+1%$12.1K$11.8K-$2742026-11-04
Lloyd Advisory Services, Llc.
DECREASED107768-661-86%$65.7K$8.9K-$56.7K2026-11-02
Key FInancial Inc
UNCHANGED656500%$5.6K$5.4K-$1372026-11-02
Vermillion Wealth Management, Inc.
NEW54—+54——$4.5K—2026-10-26
Golden State Wealth Management, LLC
UNCHANGED8800%$684$667-$172026-11-02
Vima LLC
NEW7—+7——$583—2026-10-23
Trust Co
NEW0—0——$18—2026-10-09
West Wealth Group, LLC
CLOSED0141,345-141,345-100%$12.1M$0-$12.1M2026-10-14
Skyline Advisors, Inc.
CLOSED046,516-46,516-100%$4.0M$0-$4.0M2026-11-03
Elevation Capital Advisory, LLC
CLOSED09,802-9,802-100%$837.7K$0-$837.7K2026-10-29
Concurrent Investment Advisors, LLC
CLOSED05,744-5,744-100%$490.9K$0-$490.9K2026-10-16
TBH Global Asset Management, LLC
CLOSED05,010-5,010-100%$428.2K$0-$428.2K2026-11-03
Kingdom Financial Group Llc.
CLOSED0169-169-100%$14.4K$0-$14.4K2026-11-04
Salem Investment Counselors Inc
CLOSED090-90-100%$7.7K$0-$7.7K2026-10-13
Spire Wealth Management
CLOSED019-19-100%$1.6K$0-$1.6K2026-10-30
Equitable Holdings, Inc.
N/A—1,421,610-1,421,610-100%$121.5M———
LPL Financial LLC
N/A—838,538-838,538-100%$71.7M———
JPMorgan Chase & Co
N/A—770,814-770,814-100%$65.0M———
EP Wealth Advisors, LLC
N/A—386,525-386,525-100%$33.0M———
Magnolia Capital Advisors LLC
N/A—236,029-236,029-100%$20.2M———
Cabot Wealth Management Inc
N/A—172,574-172,574-100%$14.7M———
Vident Advisory, LLC
N/A—172,407-172,407-100%$14.7M———
Savant Capital, LLC
N/A—79,317-79,317-100%$6.8M———
5T Wealth, LLC
N/A—76,463-76,463-100%$6.5M———
Kingsview Wealth Management, LLC
N/A—67,756-67,756-100%$5.8M———
Orion Porfolio Solutions, LLC
N/A—65,000-65,000-100%$5.6M———
Bank of America Corp
N/A—53,517-53,517-100%$4.6M———
Silver OAK Securities, Incorporated
N/A—52,230-52,230-100%$4.5M———
Delos Wealth Advisors, LLC
N/A—49,831-49,831-100%$4.3M———
Strategic Financial Services, Inc.
N/A—44,933-44,933-100%$3.8M———
Intrust Bank NA
N/A—44,002-44,002-100%$3.8M———
Cetera Investment Advisers
N/A—41,528-41,528-100%$3.5M———
Centennial Bank
N/A—38,890-38,890-100%$3.3M———
Royal Bank of Canada
N/A—37,766-37,766-100%$3.2M———
HighTower Advisors, LLC
N/A—34,257-34,257-100%$2.9M———
Raymond James Financial Inc
N/A—32,942-32,942-100%$2.8M———
AQR Capital Management LLC
N/A—30,299-30,299-100%$2.6M———
Quantinno Capital Management LP
N/A—29,288-29,288-100%$2.5M———
Belpointe Asset Management LLC
N/A—26,836-26,836-100%$2.3M———
Wealthfront Advisers LLC
N/A—24,992-24,992-100%$2.1M———
Hershey Financial Advisers, LLC
N/A—23,514-23,514-100%$2.0M———
Envestnet Asset Management Inc
N/A—22,445-22,445-100%$1.9M———
Composition Wealth, LLC
N/A—21,891-21,891-100%$1.9M———
Susquehanna International Group, LLP
N/A—20,818-20,818-100%$1.8M———
J Hagan Capital, Inc.
N/A—20,677-20,677-100%$1.8M———
Palumbo Wealth Management LLC
N/A—20,041-20,041-100%$1.7M———
IFG Advisory, LLC
N/A—18,951-18,951-100%$1.6M———
17 Capital Partners, LLC
N/A—15,669-15,669-100%$1.3M———
Advisory Services Network, LLC
N/A—14,560-14,560-100%$1.2M———
Osaic Holdings, Inc.
N/A—14,080-14,080-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—13,350-13,350-100%$1.1M———
AE Wealth Management LLC
N/A—12,887-12,887-100%$1.1M———
Private Advisor Group, LLC
N/A—12,038-12,038-100%$1.0M———
Kickstand Ventures, Llc.
N/A—9,996-9,996-100%$854.3K———
GTS Securities LLC
N/A—9,567-9,567-100%$817.6K———
Stonebridge Financial Group, LLC
N/A—9,337-9,337-100%$797.0K———
NewEdge Advisors, LLC
N/A—8,946-8,946-100%$764.5K———
One Wealth Advisors, LLC
N/A—8,520-8,520-100%$728.1K———
Jane Street Group, LLC
N/A—7,860-7,860-100%$671.7K———
Northwestern Mutual Wealth Management Co
N/A—7,733-7,733-100%$660.8K———
Brookwood Investment Group LLC
N/A—7,407-7,407-100%$633.0K———
Cerity Partners LLC
N/A—7,283-7,283-100%$622.4K———
Brightwater Advisory LLC
N/A—7,010-7,010-100%$599.1K———
Mayflower Financial Advisors, LLC
N/A—6,722-6,722-100%$574.5K———
Sanctuary Advisors, LLC
N/A—6,045-6,045-100%$516.6K———
Thoroughbred Financial Services, LLC
N/A—5,725-5,725-100%$489.0K———
Morgan Stanley
N/A—5,154-5,154-100%$440.5K———
Janney Montgomery Scott LLC
N/A—5,030-5,030-100%$430.0K———
Vestmark Advisory Solutions, Inc.
N/A—4,864-4,864-100%$415.7K———
Mariner, LLC
N/A—4,517-4,517-100%$386.0K———
Ameritas Advisory Services, LLC
N/A—4,409-4,409-100%$376.8K———
FMR LLC
N/A—4,363-4,363-100%$372.9K———
Florida Financial Advisors, LLC
N/A—4,287-4,287-100%$366.2K———
O'shaughnessy Asset Management, LLC
N/A—3,750-3,750-100%$320.5K———
Zhang Financial LLC
N/A—3,616-3,616-100%$309.0K———
MML Investors Services, LLC
N/A—3,317-3,317-100%$283.5K———
Foundations Investment Advisors, LLC
N/A—3,216-3,216-100%$274.8K———
Stratos Wealth Partners, Ltd.
N/A—3,208-3,208-100%$274.2K———
Summit Trail Advisors, LLC
N/A—3,068-3,068-100%$262.2K———
Flow Traders U.S. LLC
N/A—2,980-2,980-100%$255.0K———
Vertex Planning Partners, LLC
N/A—2,711-2,711-100%$231.6K———
Cresset Asset Management, LLC
N/A—2,553-2,553-100%$218.2K———
Summit Financial, LLC
N/A—2,502-2,502-100%$213.8K———
Savvy Advisors, Inc.
N/A—2,472-2,472-100%$211.2K———
Ameriprise Financial Inc
N/A—2,457-2,457-100%$210.0K———
Wells Fargo & Company
N/A—2,426-2,426-100%$207.3K———
Smartleaf Asset Management LLC
N/A—1,675-1,675-100%$141.3K———
National Bank of Canada
N/A—1,450-1,450-100%$123.8K———
Fifth Third Bancorp
N/A—1,125-1,125-100%$96.1K———
Global Retirement Partners, LLC
N/A—1,012-1,012-100%$86.5K———
HHM Wealth Advisors, LLC
N/A—868-868-100%$74.2K———
Federation des caisses Desjardins du Quebec
N/A—691-691-100%$59.0K———
Arax Advisory Partners
N/A—590-590-100%$50.4K———
UBS Group AG
N/A—369-369-100%$31.5K———
Harbour Investments, Inc.
N/A—185-185-100%$15.8K———
Allworth Financial LP
N/A—180-180-100%$15.4K———
FWL Investment Management, LLC
N/A—107-107-100%$9.2K———
Vanguard Advisers Inc
N/A—40-40-100%$3.4K———
Showing 173 of 173 institutions