IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mortgage-Backed Securities (JMTG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares4,544,734 from 4,681,551
Change-136,817 (-3%)
Value$219.7M (-$17.6M)
Filed 2026-11-06
Hamilton Capital, LLC
INCREASED
Shares3,869,770 from 3,845,227
Change+24,543 (+1%)
Value$187.1M (-$7.8M)
Filed 2026-10-08
Acropolis Investment Management, LLC
INCREASED
Shares2,219,217 from 2,081,437
Change+137,780 (+7%)
Value$107.3M (+$1.8M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,804,052 from 1,960,299
Change-156,247 (-8%)
Value$87.2M (-$11.5M)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares1,532,255 from 1,511,914
Change+20,341 (+1%)
Value$74.1M (-$2.6M)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares1,137,853 from 591,070
Change+546,783 (+93%)
Value$55.0M (+$25.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares956,203 from 825,355
Change+130,848 (+16%)
Value$46.2M (+$4.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares934,039 from 895,067
Change+38,972 (+4%)
Value$45.2M (-$211.0K)
Filed 2026-11-02
First National Trust Co
DECREASED
Shares890,845 from 895,717
Change-4,872 (-1%)
Value$43.1M (-$2.3M)
Filed 2026-10-28
Bill Few Associates, Inc.
INCREASED
Shares869,826 from 855,925
Change+13,901 (+2%)
Value$42.0M (-$1.3M)
Filed 2026-10-09
Goelzer Investment Management, Inc.
INCREASED
Shares840,741 from 807,941
Change+32,800 (+4%)
Value$40.6M (-$305.0K)
Filed 2026-10-16
Tortoise Investment Management, LLC
INCREASED
Shares746,428 from 705,007
Change+41,421 (+6%)
Value$36.1M (+$352.6K)
Filed 2026-11-06
First National Bank Sioux Falls
INCREASED
Shares637,283 from 611,824
Change+25,459 (+4%)
Value$30.8M (-$439.6K)
Filed 2026-10-13
Cabot Wealth Management Inc
INCREASED
Shares492,156 from 480,901
Change+11,255 (+2%)
Value$23.8M (-$581.2K)
Filed 2026-11-05
HighPoint Advisor Group LLC
INCREASED
Shares486,534 from 301,964
Change+184,570 (+61%)
Value$23.5M (+$8.2M)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares401,445 from 375,601
Change+25,844 (+7%)
Value$19.4M (+$370.4K)
Filed 2026-11-05
TrustBank
INCREASED
Shares264,870 from 260,306
Change+4,564 (+2%)
Value$12.8M (-$388.5K)
Filed 2026-10-20
Abacus Planning Group, Inc.
DECREASED
Shares227,181 from 383,519
Change-156,338 (-41%)
Value$11.0M (-$8.5M)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED
Shares189,437 from 166,840
Change+22,597 (+14%)
Value$9.2M (+$701.9K)
Filed 2026-11-04
Bank of Montreal
DECREASED
Shares180,075 from 188,720
Change-8,645 (-5%)
Value$8.7M (-$859.5K)
Filed 2026-11-09
Invenio Wealth Partners LLC
INCREASED
Shares173,788 from 165,645
Change+8,143 (+5%)
Value$8.4M (+$6.0K)
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares114,709 from 63,808
Change+50,901 (+80%)
Value$5.5M (+$2.3M)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares101,416 from 105,281
Change-3,865 (-4%)
Value$4.9M (-$433.2K)
Filed 2026-10-07
Galvin, Gaustad & Stein, LLC
INCREASED
Shares100,970 from 96,604
Change+4,366 (+5%)
Value$4.9M (-$15.0K)
Filed 2026-10-08
Asio Capital, LLC
NEW
Shares98,727
Change+98,727
Value$4.8M
Filed 2026-10-19
FinArc Investments, Inc.
INCREASED
Shares91,926 from 83,354
Change+8,572 (+10%)
Value$4.4M (+$219.3K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares88,486 from 43,549
Change+44,937 (+103%)
Value$4.3M (+$2.1M)
Filed 2026-10-30
Breakthru Advisory Services, LLC
INCREASED
Shares84,819 from 84,183
Change+636 (+1%)
Value$4.1M (-$166.3K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares72,282 from 63,573
Change+8,709 (+14%)
Value$3.5M (+$272.2K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares62,958 from 28,171
Change+34,787 (+123%)
Value$3.0M (+$1.6M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares60,323 from 66,068
Change-5,745 (-9%)
Value$2.9M (-$432.3K)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares59,400 from 61,184
Change-1,784 (-3%)
Value$2.9M (-$229.4K)
Filed 2026-11-06
Avise Financial Cooperative, Inc.
INCREASED
Shares59,303 from 54,646
Change+4,657 (+9%)
Value$2.9M (+$97.3K)
Filed 2026-11-09
Great Diamond Partners, LLC
NEW
Shares56,938
Change+56,938
Value$2.8M
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares46,720 from 44,290
Change+2,430 (+5%)
Value$2.3M (+$13.8K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares44,080 from 95,070
Change-50,990 (-54%)
Value$2.1M (-$2.7M)
Filed 2026-10-06
Independence Bank of Kentucky
DECREASED
Shares39,943 from 41,857
Change-1,914 (-5%)
Value$1.9M (-$190.5K)
Filed 2026-10-26
Western Wealth Management, LLC
INCREASED
Shares37,369 from 33,891
Change+3,478 (+10%)
Value$1.8M (+$88.8K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares36,587 from 31,670
Change+4,917 (+16%)
Value$1.8M (+$163.6K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares31,567 from 31,588
Change-21 (0%)
Value$1.5M (-$74.9K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares26,817 from 16,224
Change+10,593 (+65%)
Value$1.3M (+$474.1K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares26,103 from 41,325
Change-15,222 (-37%)
Value$1.3M (-$832.6K)
Filed 2026-10-23
Cdkv Holdings LLC
DECREASED
Shares22,428 from 22,674
Change-246 (-1%)
Value$1.1M (-$64.9K)
Filed 2026-10-28
Verus Capital Partners, LLC
NEW
Shares20,167
Change+20,167
Value$974.9K
Filed 2026-11-03
Schmidt P J Investment Management Inc
DECREASED
Shares19,534 from 19,874
Change-340 (-2%)
Value$944.3K (-$62.9K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares19,072 from 20,850
Change-1,778 (-9%)
Value$921.9K (-$134.7K)
Filed 2026-10-16
Nottingham Advisors, Inc.
NEW
Shares17,691
Change+17,691
Value$851.3K
Filed 2026-10-29
Ignite Planners, LLC
NEW
Shares14,450
Change+14,450
Value$698.3K
Filed 2026-10-14
AAF Wealth Management, LLC
INCREASED
Shares13,753 from 13,120
Change+633 (+5%)
Value$664.8K (-$138)
Filed 2026-10-28
SAX Wealth Advisors, LLC
NEW
Shares12,641
Change+12,641
Value$611.0K
Filed 2026-10-13
Choice Wealth Advisors LLC
DECREASED
Shares12,106 from 337,241
Change-325,135 (-96%)
Value$585.2K (-$16.5M)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares12,014 from 18,289
Change-6,275 (-34%)
Value$580.8K (-$346.2K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares11,708 from 8,638
Change+3,070 (+36%)
Value$566.0K (+$128.2K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares11,290
Change+11,290
Value$545.8K
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares11,192 from 9,240
Change+1,952 (+21%)
Value$541.0K (+$72.7K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
NEW
Shares9,362
Change+9,362
Value$452.5K
Filed 2026-11-09
D.A. Davidson & Co.
UNCHANGED
Shares9,286 from 9,286
Change0 (0%)
Value$448.9K (-$21.7K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares9,208 from 50,350
Change-41,142 (-82%)
Value$445.1K (-$2.1M)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares9,083 from 10,326
Change-1,243 (-12%)
Value$439.1K (-$84.2K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares6,095 from 14,605
Change-8,510 (-58%)
Value$294.6K (-$445.5K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares5,752 from 13,563
Change-7,811 (-58%)
Value$278.0K (-$409.4K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,699
Change+5,699
Value$275.5K
Filed 2026-10-16
Steinberganna Wealth Management
NEW
Shares5,489
Change+5,489
Value$265.3K
Filed 2026-10-23
IFG Advisory, LLC
INCREASED
Shares4,639 from 1,857
Change+2,782 (+150%)
Value$224.3K (+$130.2K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
INCREASED
Shares4,615 from 4,562
Change+53 (+1%)
Value$223.1K (-$8.1K)
Filed 2026-10-29
Sowell Financial Services LLC
NEW
Shares4,258
Change+4,258
Value$205.8K
Filed 2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$98.7K (-$4.8K)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares1,759 from 642
Change+1,117 (+174%)
Value$85.0K (+$52.5K)
Filed 2026-10-14
Alerus Financial NA
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$73.7K (-$3.6K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,122 from 1,322
Change-200 (-15%)
Value$54.2K (-$12.8K)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$48.0K (-$2.3K)
Filed 2026-10-28
10Elms LLP
NEW
Shares907
Change+907
Value$43.8K
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$41.9K (-$2.0K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares727
Change+727
Value$35.1K
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$34.3K (-$1.7K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares689 from 340
Change+349 (+103%)
Value$33.3K (+$16.1K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$32.4K (-$1.6K)
Filed 2026-10-16
Financial Perspectives, Inc
INCREASED
Shares478 from 473
Change+5 (+1%)
Value$23.1K (-$842)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares457 from 451
Change+6 (+1%)
Value$22.1K (-$804)
Filed 2026-10-26
Harbour Investments, Inc.
INCREASED
Shares446 from 444
Change+2 (+0%)
Value$21.6K (-$964)
Filed 2026-11-09
Farther Finance Advisors, LLC
NEW
Shares426
Change+426
Value$20.6K
Filed 2026-10-08
RMG Wealth Management LLC
NEW
Shares333
Change+333
Value$16.4K
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$14.7K (-$712)
Filed 2026-10-14
Yankcom Partnership
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$14.7K (-$712)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares287 from 681
Change-394 (-58%)
Value$13.9K (-$20.6K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$8.2K ($0)
Filed 2026-11-06
Richardson Financial Services Inc.
DECREASED
Shares83 from 106
Change-23 (-22%)
Value$4.0K (-$1.4K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares66
Change+66
Value$3.2K
Filed 2026-10-07
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.9K (-$92)
Filed 2026-11-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$52)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$677 (-$33)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$483 (-$24)
Filed 2026-10-23
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 900,978
Change-900,978 (-100%)
Value$0 (-$45.7M)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 87,218
Change-87,218 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-04
Sigma Planning Corp
CLOSED
Shares0 from 20,889
Change-20,889 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
HB Wealth Management, LLC
CLOSED
Shares0 from 15,527
Change-15,527 (-100%)
Value$0 (-$786.9K)
Filed 2026-10-23
Centurion Wealth Management LLC
CLOSED
Shares0 from 12,249
Change-12,249 (-100%)
Value$0 (-$620.8K)
Filed 2026-10-13
Midwest Trust Co
CLOSED
Shares0 from 7,374
Change-7,374 (-100%)
Value$0 (-$373.7K)
Filed 2026-10-22
Savant Capital, LLC
CLOSED
Shares0 from 4,060
Change-4,060 (-100%)
Value$0 (-$205.7K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$91.7K)
Filed 2026-10-23
NBT Bank, N.A.
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-03
Country Trust Bank
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-30
Trust Co of Vermont
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-21
Highline Wealth Partners LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$316)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares0 from 8,255
Change-8,255 (-100%)
Value$0 (-$418.4K)
Filed 2026-10-05
JPMorgan Chase & Co
N/A
Shares— from 47,687,106
Change-47,687,106 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,595,712
Change-14,595,712 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,082,572
Change-8,082,572 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,519,915
Change-4,519,915 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,381,196
Change-4,381,196 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,503,450
Change-3,503,450 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,575,261
Change-1,575,261 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,343,889
Change-1,343,889 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 967,948
Change-967,948 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 957,738
Change-957,738 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 887,331
Change-887,331 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 804,293
Change-804,293 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 687,816
Change-687,816 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 680,307
Change-680,307 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 663,629
Change-663,629 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 660,787
Change-660,787 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 638,916
Change-638,916 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 596,769
Change-596,769 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 306,227
Change-306,227 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 287,146
Change-287,146 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 245,462
Change-245,462 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 235,582
Change-235,582 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 231,534
Change-231,534 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 207,420
Change-207,420 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 170,782
Change-170,782 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 160,399
Change-160,399 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 148,190
Change-148,190 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 141,490
Change-141,490 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 116,093
Change-116,093 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 102,173
Change-102,173 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86,919
Change-86,919 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 80,996
Change-80,996 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 68,977
Change-68,977 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 61,257
Change-61,257 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 59,108
Change-59,108 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 58,086
Change-58,086 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 57,618
Change-57,618 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,138
Change-44,138 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,258
Change-43,258 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 37,420
Change-37,420 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 31,925
Change-31,925 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,386
Change-31,386 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 28,416
Change-28,416 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,694
Change-25,694 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,603
Change-22,603 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,945
Change-20,945 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,216
Change-15,216 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 14,905
Change-14,905 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 11,672
Change-11,672 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 801
Change-801 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 753
Change-753 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 637
Change-637 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 591
Change-591 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 198
Change-198 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 156
Change-156 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
DECREASED4,544,7344,681,551-136,817-3%$237.3M$219.7M-$17.6M2026-11-06
Hamilton Capital, LLC
INCREASED3,869,7703,845,227+24,543+1%$194.9M$187.1M-$7.8M2026-10-08
Acropolis Investment Management, LLC
INCREASED2,219,2172,081,437+137,780+7%$105.5M$107.3M+$1.8M2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED1,804,0521,960,299-156,247-8%$98.7M$87.2M-$11.5M2026-10-13
Bailard, Inc.
INCREASED1,532,2551,511,914+20,341+1%$76.6M$74.1M-$2.6M2026-10-13
Diversified Portfolios, Inc.
INCREASED1,137,853591,070+546,783+93%$30.0M$55.0M+$25.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED956,203825,355+130,848+16%$41.8M$46.2M+$4.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED934,039895,067+38,972+4%$45.4M$45.2M-$211.0K2026-11-02
First National Trust Co
DECREASED890,845895,717-4,872-1%$45.4M$43.1M-$2.3M2026-10-28
Bill Few Associates, Inc.
INCREASED869,826855,925+13,901+2%$43.4M$42.0M-$1.3M2026-10-09
Goelzer Investment Management, Inc.
INCREASED840,741807,941+32,800+4%$40.9M$40.6M-$305.0K2026-10-16
Tortoise Investment Management, LLC
INCREASED746,428705,007+41,421+6%$35.7M$36.1M+$352.6K2026-11-06
First National Bank Sioux Falls
INCREASED637,283611,824+25,459+4%$31.2M$30.8M-$439.6K2026-10-13
Cabot Wealth Management Inc
INCREASED492,156480,901+11,255+2%$24.4M$23.8M-$581.2K2026-11-05
HighPoint Advisor Group LLC
INCREASED486,534301,964+184,570+61%$15.3M$23.5M+$8.2M2026-11-09
Bank of New York Mellon Corp
INCREASED401,445375,601+25,844+7%$19.0M$19.4M+$370.4K2026-11-05
TrustBank
INCREASED264,870260,306+4,564+2%$13.2M$12.8M-$388.5K2026-10-20
Abacus Planning Group, Inc.
DECREASED227,181383,519-156,338-41%$19.4M$11.0M-$8.5M2026-11-02
Beverly Hills Private Wealth, LLC
INCREASED189,437166,840+22,597+14%$8.5M$9.2M+$701.9K2026-11-04
Bank of Montreal
DECREASED180,075188,720-8,645-5%$9.6M$8.7M-$859.5K2026-11-09
Invenio Wealth Partners LLC
INCREASED173,788165,645+8,143+5%$8.4M$8.4M+$6.0K2026-10-20
Allen Capital Group, LLC
INCREASED114,70963,808+50,901+80%$3.2M$5.5M+$2.3M2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED101,416105,281-3,865-4%$5.3M$4.9M-$433.2K2026-10-07
Galvin, Gaustad & Stein, LLC
INCREASED100,97096,604+4,366+5%$4.9M$4.9M-$15.0K2026-10-08
Asio Capital, LLC
NEW98,727—+98,727——$4.8M—2026-10-19
FinArc Investments, Inc.
INCREASED91,92683,354+8,572+10%$4.2M$4.4M+$219.3K2026-10-14
Truist Financial Corp
INCREASED88,48643,549+44,937+103%$2.2M$4.3M+$2.1M2026-10-30
Breakthru Advisory Services, LLC
INCREASED84,81984,183+636+1%$4.3M$4.1M-$166.3K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED72,28263,573+8,709+14%$3.2M$3.5M+$272.2K2026-11-05
RFG Advisory, LLC
INCREASED62,95828,171+34,787+123%$1.4M$3.0M+$1.6M2026-11-03
Commonwealth Equity Services, LLC
DECREASED60,32366,068-5,745-9%$3.3M$2.9M-$432.3K2026-11-02
UMB Bank, n.a.
DECREASED59,40061,184-1,784-3%$3.1M$2.9M-$229.4K2026-11-06
Avise Financial Cooperative, Inc.
INCREASED59,30354,646+4,657+9%$2.8M$2.9M+$97.3K2026-11-09
Great Diamond Partners, LLC
NEW56,938—+56,938——$2.8M—2026-10-13
Perennial Advisors, LLC
INCREASED46,72044,290+2,430+5%$2.2M$2.3M+$13.8K2026-10-13
Central Pacific Bank - Trust Division
DECREASED44,08095,070-50,990-54%$4.8M$2.1M-$2.7M2026-10-06
Independence Bank of Kentucky
DECREASED39,94341,857-1,914-5%$2.1M$1.9M-$190.5K2026-10-26
Western Wealth Management, LLC
INCREASED37,36933,891+3,478+10%$1.7M$1.8M+$88.8K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED36,58731,670+4,917+16%$1.6M$1.8M+$163.6K2026-11-06
Davenport & Co LLC
DECREASED31,56731,588-210%$1.6M$1.5M-$74.9K2026-10-14
Creative Planning
INCREASED26,81716,224+10,593+65%$822.2K$1.3M+$474.1K2026-11-02
Citizens Financial Group Inc
DECREASED26,10341,325-15,222-37%$2.1M$1.3M-$832.6K2026-10-23
Cdkv Holdings LLC
DECREASED22,42822,674-246-1%$1.1M$1.1M-$64.9K2026-10-28
Verus Capital Partners, LLC
NEW20,167—+20,167——$974.9K—2026-11-03
Schmidt P J Investment Management Inc
DECREASED19,53419,874-340-2%$1.0M$944.3K-$62.9K2026-11-02
PFG Advisors
DECREASED19,07220,850-1,778-9%$1.1M$921.9K-$134.7K2026-10-16
Nottingham Advisors, Inc.
NEW17,691—+17,691——$851.3K—2026-10-29
Ignite Planners, LLC
NEW14,450—+14,450——$698.3K—2026-10-14
AAF Wealth Management, LLC
INCREASED13,75313,120+633+5%$664.9K$664.8K-$1382026-10-28
SAX Wealth Advisors, LLC
NEW12,641—+12,641——$611.0K—2026-10-13
Choice Wealth Advisors LLC
DECREASED12,106337,241-325,135-96%$17.1M$585.2K-$16.5M2026-10-16
Atria Investments, Inc
DECREASED12,01418,289-6,275-34%$926.9K$580.8K-$346.2K2026-10-15
Fifth Third Bancorp
INCREASED11,7088,638+3,070+36%$437.8K$566.0K+$128.2K2026-11-05
Partners Wealth Management, LLC
NEW11,290—+11,290——$545.8K—2026-10-28
US Bancorp \de\
INCREASED11,1929,240+1,952+21%$468.3K$541.0K+$72.7K2026-11-05
Great Valley Advisor Group, Inc.
NEW9,362—+9,362——$452.5K—2026-11-09
D.A. Davidson & Co.
UNCHANGED9,2869,28600%$470.6K$448.9K-$21.7K2026-10-28
Choreo, LLC
DECREASED9,20850,350-41,142-82%$2.6M$445.1K-$2.1M2026-10-28
Nations Financial Group Inc,
DECREASED9,08310,326-1,243-12%$523.4K$439.1K-$84.2K2026-11-05
Vise Technologies, Inc.
DECREASED6,09514,605-8,510-58%$740.2K$294.6K-$445.5K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED5,75213,563-7,811-58%$687.4K$278.0K-$409.4K2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW5,699—+5,699——$275.5K—2026-10-16
Steinberganna Wealth Management
NEW5,489—+5,489——$265.3K—2026-10-23
IFG Advisory, LLC
INCREASED4,6391,857+2,782+150%$94.1K$224.3K+$130.2K2026-11-09
Koshinski Asset Management, Inc.
INCREASED4,6154,562+53+1%$231.2K$223.1K-$8.1K2026-10-29
Sowell Financial Services LLC
NEW4,258—+4,258——$205.8K—2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED2,0412,04100%$103.4K$98.7K-$4.8K2026-11-06
Mather Group, Llc.
INCREASED1,759642+1,117+174%$32.5K$85.0K+$52.5K2026-10-14
Alerus Financial NA
UNCHANGED1,5241,52400%$77.2K$73.7K-$3.6K2026-11-09
Ashton Thomas Private Wealth, LLC
DECREASED1,1221,322-200-15%$67.0K$54.2K-$12.8K2026-11-03
Evolution Wealth Management Inc.
UNCHANGED99299200%$50.3K$48.0K-$2.3K2026-10-28
10Elms LLP
NEW907—+907——$43.8K—2026-11-06
Private Trust Co NA
UNCHANGED86786700%$43.9K$41.9K-$2.0K2026-10-20
Ascentis Independent Advisors
NEW727—+727——$35.1K—2026-11-03
Bfsg, LLC
UNCHANGED70970900%$35.9K$34.3K-$1.7K2026-10-30
Assetmark, Inc
INCREASED689340+349+103%$17.2K$33.3K+$16.1K2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED66966900%$33.9K$32.4K-$1.6K2026-10-16
Financial Perspectives, Inc
INCREASED478473+5+1%$24.0K$23.1K-$8422026-11-03
Lanark Financial, Inc.
INCREASED457451+6+1%$22.9K$22.1K-$8042026-10-26
Harbour Investments, Inc.
INCREASED446444+2+0%$22.5K$21.6K-$9642026-11-09
Farther Finance Advisors, LLC
NEW426—+426——$20.6K—2026-10-08
RMG Wealth Management LLC
NEW333—+333——$16.4K—2026-10-26
Triumph Capital Management
UNCHANGED30430400%$15.4K$14.7K-$7122026-10-14
Yankcom Partnership
UNCHANGED30430400%$15.4K$14.7K-$7122026-10-15
CoreCap Advisors, LLC
DECREASED287681-394-58%$34.5K$13.9K-$20.6K2026-10-08
Allworth Financial LP
UNCHANGED16216200%$8.2K$8.2K$02026-11-06
Richardson Financial Services Inc.
DECREASED83106-23-22%$5.4K$4.0K-$1.4K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
NEW66—+66——$3.2K—2026-10-07
Caldwell Sutter Capital, Inc.
UNCHANGED393900%$2.0K$1.9K-$922026-11-09
1620 Investment Advisors, Inc.
UNCHANGED222200%$1.1K$1.1K-$522026-11-04
Rossby Financial, LCC
UNCHANGED141400%$710$677-$332026-11-05
Vima LLC
UNCHANGED101000%$507$483-$242026-10-23
Ocean Park Asset Management, LLC
CLOSED0900,978-900,978-100%$45.7M$0-$45.7M2026-10-21
Cornerstone Wealth Management, LLC
CLOSED087,218-87,218-100%$4.4M$0-$4.4M2026-11-04
Sigma Planning Corp
CLOSED020,889-20,889-100%$1.1M$0-$1.1M2026-10-23
HB Wealth Management, LLC
CLOSED015,527-15,527-100%$786.9K$0-$786.9K2026-10-23
Centurion Wealth Management LLC
CLOSED012,249-12,249-100%$620.8K$0-$620.8K2026-10-13
Midwest Trust Co
CLOSED07,374-7,374-100%$373.7K$0-$373.7K2026-10-22
Savant Capital, LLC
CLOSED04,060-4,060-100%$205.7K$0-$205.7K2026-11-06
Wilmington Savings Fund Society, FSB
CLOSED01,809-1,809-100%$91.7K$0-$91.7K2026-10-23
NBT Bank, N.A.
CLOSED0740-740-100%$37.5K$0-$37.5K2026-10-21
JFS Wealth Advisors, LLC
CLOSED0315-315-100%$16.0K$0-$16.0K2026-11-03
Country Trust Bank
CLOSED0290-290-100%$14.7K$0-$14.7K2026-10-30
Trust Co of Vermont
CLOSED0240-240-100%$12.2K$0-$12.2K2026-10-21
Highline Wealth Partners LLC
CLOSED06-6-100%$316$0-$3162026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED08,255-8,255-100%$418.4K$0-$418.4K2026-10-05
JPMorgan Chase & Co
N/A—47,687,106-47,687,106-100%$2.4B———
Bank of America Corp
N/A—14,595,712-14,595,712-100%$739.7M———
NorthRock Partners, LLC
N/A—8,082,572-8,082,572-100%$409.6M———
M&T Bank Corp
N/A—4,519,915-4,519,915-100%$229.1M———
Morgan Stanley
N/A—4,381,196-4,381,196-100%$222.0M———
Ameriprise Financial Inc
N/A—3,503,450-3,503,450-100%$177.5M———
Johnson Investment Counsel Inc
N/A—1,575,261-1,575,261-100%$79.8M———
Avalon Trust Co
N/A—1,343,889-1,343,889-100%$68.1M———
HSBC Holdings PLC
N/A—967,948-967,948-100%$49.1M———
BlueStem Wealth Partners, LLC
N/A—957,738-957,738-100%$48.5M———
OneDigital Investment Advisors LLC
N/A—887,331-887,331-100%$45.0M———
Captrust Financial Advisors
N/A—804,293-804,293-100%$40.8M———
Focus Partners Wealth
N/A—687,816-687,816-100%$34.9M———
Curi Capital, LLC
N/A—680,307-680,307-100%$34.5M———
Raymond James Financial Inc
N/A—663,629-663,629-100%$33.6M———
Envestnet Asset Management Inc
N/A—660,787-660,787-100%$33.5M———
Wells Fargo & Company
N/A—638,916-638,916-100%$32.4M———
Sanctuary Advisors, LLC
N/A—596,769-596,769-100%$30.2M———
Mercer Global Advisors Inc
N/A—306,227-306,227-100%$15.5M———
Jones Financial Companies Lllp
N/A—287,146-287,146-100%$14.6M———
Stifel Financial Corp
N/A—245,462-245,462-100%$12.4M———
Modern Wealth Management, LLC
N/A—235,582-235,582-100%$11.9M———
SSI Investment Management LLC
N/A—231,534-231,534-100%$11.7M———
Goldman Sachs Group Inc
N/A—207,420-207,420-100%$10.5M———
Envestnet Portfolio Solutions, Inc.
N/A—170,782-170,782-100%$8.7M———
Jane Street Group, LLC
N/A—160,399-160,399-100%$8.1M———
Cetera Investment Advisers
N/A—148,190-148,190-100%$7.5M———
Equitable Holdings, Inc.
N/A—141,490-141,490-100%$7.2M———
Integrated Wealth Concepts LLC
N/A—116,093-116,093-100%$5.9M———
Osaic Holdings, Inc.
N/A—102,173-102,173-100%$5.2M———
UBS Group AG
N/A—86,919-86,919-100%$4.4M———
Private Advisor Group, LLC
N/A—80,996-80,996-100%$4.1M———
HighTower Advisors, LLC
N/A—68,977-68,977-100%$3.5M———
Northwestern Mutual Wealth Management Co
N/A—61,257-61,257-100%$3.1M———
Janney Montgomery Scott LLC
N/A—59,108-59,108-100%$3.0M———
ESL Trust Services, LLC
N/A—58,086-58,086-100%$2.9M———
Vestmark Advisory Solutions, Inc.
N/A—57,618-57,618-100%$2.9M———
Citadel Advisors LLC
N/A—44,138-44,138-100%$2.2M———
NewEdge Advisors, LLC
N/A—43,258-43,258-100%$2.2M———
First National Bank of Omaha
N/A—37,420-37,420-100%$1.9M———
Hudson Portfolio Management LLC
N/A—31,925-31,925-100%$1.6M———
Global Retirement Partners, LLC
N/A—31,386-31,386-100%$1.6M———
Dorsey & Whitney Trust Co LLC
N/A—28,416-28,416-100%$1.4M———
Susquehanna International Group, LLP
N/A—25,694-25,694-100%$1.3M———
Advisory Services Network, LLC
N/A—22,603-22,603-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—20,945-20,945-100%$1.1M———
Mariner, LLC
N/A—17,016-17,016-100%$862.4K———
Royal Bank of Canada
N/A—15,216-15,216-100%$771.0K———
Yarger Wealth Strategies, LLC
N/A—14,905-14,905-100%$750.3K———
Old Mission Capital LLC
N/A—13,731-13,731-100%$695.9K———
MML Investors Services, LLC
N/A—12,163-12,163-100%$616.4K———
Cadence Wealth Management LLC
N/A—11,672-11,672-100%$591.5K———
Founders Financial Alliance, LLC
N/A—8,473-8,473-100%$429.4K———
Steward Partners Investment Advisory, LLC
N/A—8,361-8,361-100%$423.7K———
AE Wealth Management LLC
N/A—7,174-7,174-100%$363.6K———
Johnson Financial Group, Inc.
N/A—6,739-6,739-100%$341.5K———
First Commonwealth Financial Corp
N/A—6,438-6,438-100%$326.3K———
Summit Trail Advisors, LLC
N/A—6,356-6,356-100%$322.1K———
BlackRock, Inc.
N/A—5,866-5,866-100%$297.3K———
FMR LLC
N/A—4,836-4,836-100%$245.1K———
Stratos Wealth Partners, Ltd.
N/A—4,643-4,643-100%$235.3K———
Arkadios Wealth Advisors
N/A—4,168-4,168-100%$211.2K———
Medallion Wealth Advisors, LLC
N/A—3,419-3,419-100%$208.6K———
Arax Advisory Partners
N/A—3,297-3,297-100%$167.1K———
Rockefeller Capital Management L.P.
N/A—2,282-2,282-100%$115.7K———
Ancora Advisors LLCA
N/A—1,794-1,794-100%$90.9K———
Waverly Advisors, LLC
N/A—1,443-1,443-100%$73.1K———
Fiduciary Financial Advisors
N/A—801-801-100%$40.6K———
BNP Paribas Financial Markets
N/A—753-753-100%$38.2K———
Vanguard National Trust Co
N/A—637-637-100%$32.3K———
Huntington National Bank
N/A—591-591-100%$30.0K———
LRI Investments, LLC
N/A—591-591-100%$30.0K———
Capital Analysts, LLC
N/A—466-466-100%$24———
Aventura Private Wealth, LLC
N/A—340-340-100%$17.2K———
Franklin Resources Inc
N/A—198-198-100%$10.0K———
Copia Wealth Management
N/A—156-156-100%$7.9K———
Strategic Wealth Partners, Ltd.
N/A—48-48-100%$2.4K———
Private Wealth Asset Management, LLC
N/A—3-3-100%$152———
Showing 184 of 184 institutions