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JPMorgan Active Bond ETF (JBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares23,038,667 from 20,847,585
Change+2,191,082 (+11%)
Value$1.2B (+$62.4M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares11,816,073 from 9,101,672
Change+2,714,401 (+30%)
Value$632.2M (+$145.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,495,588 from 1,323,132
Change+172,456 (+13%)
Value$76.5M (+$5.7M)
Filed 2026-11-02
Baldwin Wealth Partners LLC
INCREASED
Shares1,486,872 from 1,470,097
Change+16,775 (+1%)
Value$76.0M (-$2.6M)
Filed 2026-10-13
Northwest Financial Advisors
INCREASED
Shares1,319,025 from 1,318,229
Change+796 (+0%)
Value$67.4M (-$3.1M)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares1,086,968 from 1,032,908
Change+54,060 (+5%)
Value$55.6M (+$309.3K)
Filed 2026-11-03
Diversified Portfolios, Inc.
DECREASED
Shares1,021,147 from 1,583,948
Change-562,801 (-36%)
Value$52.2M (-$32.5M)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
INCREASED
Shares993,000 from 930,053
Change+62,947 (+7%)
Value$50.8M (+$1.0M)
Filed 2026-10-08
LVZ, Inc.
DECREASED
Shares964,705 from 964,908
Change-203 (0%)
Value$49.3M (-$2.3M)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares937,881 from 872,511
Change+65,370 (+7%)
Value$47.9M (+$1.3M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares900,386 from 936,097
Change-35,711 (-4%)
Value$46.0M (-$4.1M)
Filed 2026-11-02
IAG Wealth Partners, LLC
DECREASED
Shares889,480 from 1,114,649
Change-225,169 (-20%)
Value$45.5M (-$14.2M)
Filed 2026-11-06
Arlington Financial Advisors, LLC
INCREASED
Shares731,523 from 719,463
Change+12,060 (+2%)
Value$37.4M (-$1.1M)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares719,176 from 742,478
Change-23,302 (-3%)
Value$36.8M (-$3.0M)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED
Shares715,299 from 699,070
Change+16,229 (+2%)
Value$36.6M (-$834.2K)
Filed 2026-10-19
Essex LLC
DECREASED
Shares670,529 from 798,166
Change-127,637 (-16%)
Value$34.3M (-$8.4M)
Filed 2026-10-14
TBH Global Asset Management, LLC
INCREASED
Shares647,016 from 103,310
Change+543,706 (+526%)
Value$36.3M (+$30.8M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares619,173 from 9,079
Change+610,094 (+6720%)
Value$31.7M (+$31.2M)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares618,062 from 633,749
Change-15,687 (-2%)
Value$31.6M (-$2.3M)
Filed 2026-10-30
CGC Financial Services, LLC
INCREASED
Shares572,158 from 555,625
Change+16,533 (+3%)
Value$29.2M (-$477.2K)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares567,864 from 595,638
Change-27,774 (-5%)
Value$29.0M (-$2.8M)
Filed 2026-11-09
D.A. Davidson & Co.
INCREASED
Shares557,219 from 553,389
Change+3,830 (+1%)
Value$28.5M (-$1.1M)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares549,751 from 508,429
Change+41,322 (+8%)
Value$28.1M (+$882.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares529,145 from 151,955
Change+377,190 (+248%)
Value$27.1M (+$19.0M)
Filed 2026-10-13
Means Investment Co., Inc.
INCREASED
Shares500,336 from 473,636
Change+26,700 (+6%)
Value$25.6M (+$237.7K)
Filed 2026-11-03
Juno Financial Group LLC
NEW
Shares464,209
Change+464,209
Value$23.7M
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares404,947 from 358,635
Change+46,312 (+13%)
Value$20.7M (+$1.5M)
Filed 2026-10-15
Vawter Financial, Ltd.
INCREASED
Shares379,924 from 360,261
Change+19,663 (+5%)
Value$19.4M (+$147.8K)
Filed 2026-11-10
Pine Valley Investments Ltd Liability Co
INCREASED
Shares376,624 from 362,470
Change+14,154 (+4%)
Value$19.3M (-$139.1K)
Filed 2026-11-09
Royal Harbor Partners, LLC
INCREASED
Shares370,778 from 355,465
Change+15,313 (+4%)
Value$19.0M (-$63.2K)
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares369,671 from 57,076
Change+312,595 (+548%)
Value$18.9M (+$15.8M)
Filed 2026-11-09
HighTower Advisors, LLC
INCREASED
Shares357,868 from 346,499
Change+11,369 (+3%)
Value$18.3M (-$243.5K)
Filed 2026-11-10
Choice Wealth Advisors LLC
INCREASED
Shares357,005 from 341,073
Change+15,932 (+5%)
Value$18.3M (+$2.7K)
Filed 2026-10-16
Smithbridge Asset Management Inc
INCREASED
Shares354,859 from 342,235
Change+12,624 (+4%)
Value$18.1M (-$169.2K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares354,350 from 349,709
Change+4,641 (+1%)
Value$18.1M (-$595.1K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares333,406 from 327,524
Change+5,882 (+2%)
Value$17.0M (-$478.8K)
Filed 2026-11-06
Clear Trail Advisors, LLC
INCREASED
Shares305,707 from 302,710
Change+2,997 (+1%)
Value$15.6M (-$567.3K)
Filed 2026-10-20
Echo Wealth Management, LLC
INCREASED
Shares298,647 from 291,117
Change+7,530 (+3%)
Value$15.3M (-$307.9K)
Filed 2026-10-15
Cobblestone Asset Management LLC
INCREASED
Shares292,018 from 230,251
Change+61,767 (+27%)
Value$14.9M (+$2.6M)
Filed 2026-10-13
CGN Advisors LLC
INCREASED
Shares291,752 from 290,493
Change+1,259 (+0%)
Value$14.9M (-$627.0K)
Filed 2026-10-21
Riversedge Advisors, LLC
INCREASED
Shares290,625 from 223,369
Change+67,256 (+30%)
Value$14.9M (+$2.9M)
Filed 2026-10-09
Capital Advisors Wealth Management, LLC
INCREASED
Shares281,859 from 235,617
Change+46,242 (+20%)
Value$14.4M (+$1.8M)
Filed 2026-10-09
Independence Asset Advisors, LLC
INCREASED
Shares279,948 from 279,411
Change+537 (+0%)
Value$14.3M (-$637.5K)
Filed 2026-10-23
WBH Advisory Inc
DECREASED
Shares273,610 from 284,435
Change-10,825 (-4%)
Value$14.0M (-$1.2M)
Filed 2026-11-05
Legacy Wealth Management, LLC
NEW
Shares263,119
Change+263,119
Value$13.5M
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares250,535 from 254,893
Change-4,358 (-2%)
Value$12.8M (-$830.0K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares216,982 from 173,533
Change+43,449 (+25%)
Value$11.1M (+$1.8M)
Filed 2026-10-08
Citizens Business Bank
INCREASED
Shares215,539 from 206,667
Change+8,872 (+4%)
Value$11.0M (-$38.4K)
Filed 2026-11-09
Simplicity Wealth,LLC
INCREASED
Shares206,200 from 195,021
Change+11,179 (+6%)
Value$10.5M (+$107.3K)
Filed 2026-10-23
AGH Wealth Advisors, LLC
INCREASED
Shares189,103 from 177,406
Change+11,697 (+7%)
Value$9.7M (+$175.5K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares184,485 from 156,403
Change+28,082 (+18%)
Value$9.6M (+$1.2M)
Filed 2026-11-04
Financial Planning Navigators Corp
INCREASED
Shares181,162 from 174,507
Change+6,655 (+4%)
Value$9.3M (-$75.2K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
DECREASED
Shares176,472 from 177,390
Change-918 (-1%)
Value$9.0M (-$469.3K)
Filed 2026-11-09
Victory Financial Group, LLC
INCREASED
Shares169,881 from 123,569
Change+46,312 (+37%)
Value$8.7M (+$2.1M)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares158,491 from 94,096
Change+64,395 (+68%)
Value$8.1M (+$3.1M)
Filed 2026-10-16
Guided Capital Wealth Management, LLC
INCREASED
Shares156,546 from 156,105
Change+441 (+0%)
Value$8.0M (-$349.0K)
Filed 2026-10-21
Kelly Financial Group LLC
INCREASED
Shares154,625 from 29,989
Change+124,636 (+416%)
Value$7.9M (+$6.3M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares149,058 from 124,780
Change+24,278 (+19%)
Value$7.6M (+$944.1K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares148,948 from 145,927
Change+3,021 (+2%)
Value$7.6M (-$192.9K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares148,278 from 150,699
Change-2,421 (-2%)
Value$7.6M (-$482.4K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares141,484 from 47,402
Change+94,082 (+198%)
Value$7.2M (+$4.7M)
Filed 2026-11-04
Insight Wealth Partners, LLC
INCREASED
Shares140,784 from 136,459
Change+4,325 (+3%)
Value$7.2M (-$103.7K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
INCREASED
Shares136,415 from 131,606
Change+4,809 (+4%)
Value$7.0M (+$16.8K)
Filed 2026-10-19
First Pacific Financial
NEW
Shares135,732
Change+135,732
Value$6.9M
Filed 2026-10-14
Western Wealth Management, LLC
INCREASED
Shares134,612 from 126,420
Change+8,192 (+6%)
Value$6.9M (+$117.9K)
Filed 2026-11-09
Cooper Financial Group
DECREASED
Shares124,516 from 137,654
Change-13,138 (-10%)
Value$6.4M (-$999.3K)
Filed 2026-10-07
Bank of New Hampshire
INCREASED
Shares121,663 from 86,411
Change+35,252 (+41%)
Value$6.2M (+$1.6M)
Filed 2026-10-06
Entrust Financial LLC
INCREASED
Shares116,429 from 25
Change+116,404 (+465616%)
Value$6.0M (+$6.0M)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares115,545 from 19,107
Change+96,438 (+505%)
Value$5.9M (+$4.9M)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares113,371 from 112,467
Change+904 (+1%)
Value$5.9M (-$70.0K)
Filed 2026-11-02
ERn Financial, LLC
INCREASED
Shares112,801 from 109,604
Change+3,197 (+3%)
Value$5.8M (-$97.4K)
Filed 2026-10-28
Mattern Capital Management, LLC
DECREASED
Shares106,289 from 107,955
Change-1,666 (-2%)
Value$5.4M (-$342.1K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
INCREASED
Shares103,018 from 81,627
Change+21,391 (+26%)
Value$5.3M (+$899.2K)
Filed 2026-10-15
Flynn Zito Capital Management, LLC
INCREASED
Shares97,650 from 96,897
Change+753 (+1%)
Value$5.0M (-$192.2K)
Filed 2026-11-04
Wespac Advisors, LLC
INCREASED
Shares93,519 from 89,733
Change+3,786 (+4%)
Value$4.8M (-$20.0K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares92,923 from 99,779
Change-6,856 (-7%)
Value$4.8M (-$532.2K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares88,029 from 93,421
Change-5,392 (-6%)
Value$4.5M (-$498.0K)
Filed 2026-11-03
Fiduciary Alliance LLC
INCREASED
Shares86,813 from 83,496
Change+3,317 (+4%)
Value$4.4M (-$29.2K)
Filed 2026-10-13
HighPoint Advisor Group LLC
DECREASED
Shares86,101 from 126,973
Change-40,872 (-32%)
Value$4.4M (-$2.4M)
Filed 2026-11-09
New Capital Management LP
INCREASED
Shares85,184 from 82,073
Change+3,111 (+4%)
Value$4.4M (-$36.3K)
Filed 2026-10-29
Avondale Wealth Management
DECREASED
Shares83,710 from 89,414
Change-5,704 (-6%)
Value$4.3M (-$504.4K)
Filed 2026-10-15
Clear Wave Wealth Management LLC
INCREASED
Shares82,309 from 73,305
Change+9,004 (+12%)
Value$4.2M (+$285.9K)
Filed 2026-11-04
Gallacher Capital Management LLC
DECREASED
Shares78,235 from 106,996
Change-28,761 (-27%)
Value$4.0M (-$1.7M)
Filed 2026-10-30
OmniStar Financial Group, Inc.
DECREASED
Shares75,650 from 75,864
Change-214 (0%)
Value$3.9M (-$191.5K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares73,966 from 64,004
Change+9,962 (+16%)
Value$3.8M (+$357.0K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares73,666 from 69,191
Change+4,475 (+6%)
Value$3.8M (+$64.1K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares73,022 from 76,188
Change-3,166 (-4%)
Value$3.7M (-$343.1K)
Filed 2026-10-23
Auxano Advisors, LLC
INCREASED
Shares69,317 from 41,774
Change+27,543 (+66%)
Value$3.5M (+$1.3M)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares68,401 from 355,627
Change-287,226 (-81%)
Value$3.5M (-$15.5M)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares67,534 from 32,675
Change+34,859 (+107%)
Value$3.5M (+$1.7M)
Filed 2026-11-05
Boyer Financial Services, Inc.
DECREASED
Shares64,064 from 66,647
Change-2,583 (-4%)
Value$3.3M (-$276.0K)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED
Shares62,052 from 59,273
Change+2,779 (+5%)
Value$3.2M (+$49.2K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares61,938 from 39,654
Change+22,284 (+56%)
Value$3.2M (+$1.0M)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares61,297 from 70,467
Change-9,170 (-13%)
Value$3.1M (-$636.5K)
Filed 2026-10-05
GGM Financial LLC
INCREASED
Shares58,874 from 52,646
Change+6,228 (+12%)
Value$3.0M (+$193.0K)
Filed 2026-11-05
Compass Financial Group, Inc.
INCREASED
Shares58,849 from 58,014
Change+835 (+1%)
Value$3.0M (-$95.4K)
Filed 2026-11-06
Sherman Wealth Management LLC
DECREASED
Shares58,210 from 86,766
Change-28,556 (-33%)
Value$3.0M (-$1.7M)
Filed 2026-10-16
Fortis Group Advisors, LLC
INCREASED
Shares57,300 from 16,502
Change+40,798 (+247%)
Value$3.0M (+$2.1M)
Filed 2026-11-06
Acropolis Investment Management, LLC
INCREASED
Shares55,004 from 33,600
Change+21,404 (+64%)
Value$2.8M (+$1.0M)
Filed 2026-10-08
Mcdonald Partners LLC
INCREASED
Shares54,838 from 49,400
Change+5,438 (+11%)
Value$2.8M (+$160.4K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares54,048 from 53,442
Change+606 (+1%)
Value$2.8M (-$96.2K)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares53,790 from 61,748
Change-7,958 (-13%)
Value$2.7M (-$553.8K)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares53,349 from 31,217
Change+22,132 (+71%)
Value$2.7M (+$1.1M)
Filed 2026-10-22
Cabot Wealth Management Inc
NEW
Shares51,268
Change+51,268
Value$2.6M
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares49,562 from 41,355
Change+8,207 (+20%)
Value$2.5M (+$321.1K)
Filed 2026-11-05
Innealta Capital, LLC
DECREASED
Shares45,095 from 94,973
Change-49,878 (-53%)
Value$2.3M (-$2.8M)
Filed 2026-11-02
Lockerman Financial Group, Inc.
DECREASED
Shares43,446 from 46,840
Change-3,394 (-7%)
Value$2.2M (-$285.0K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
INCREASED
Shares42,788 from 7,071
Change+35,717 (+505%)
Value$2.2M (+$1.8M)
Filed 2026-10-15
Sound Stewardship, LLC
NEW
Shares41,284
Change+41,284
Value$2.1M
Filed 2026-10-14
Midwest Financial Network, LLC
DECREASED
Shares41,090 from 60,599
Change-19,509 (-32%)
Value$2.1M (-$1.1M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares40,509 from 41,473
Change-964 (-2%)
Value$2.1M (-$148.0K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares38,882 from 38,624
Change+258 (+1%)
Value$2.0M (-$78.7K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares38,452 from 40,045
Change-1,593 (-4%)
Value$2.0M (-$177.0K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares38,298 from 29,896
Change+8,402 (+28%)
Value$2.0M (+$358.4K)
Filed 2026-10-30
Vise Technologies, Inc.
NEW
Shares37,967
Change+37,967
Value$1.9M
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares34,987 from 40,829
Change-5,842 (-14%)
Value$1.8M (-$390.5K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares34,621
Change+34,621
Value$1.8M
Filed 2026-11-03
Fifth Third Securities, Inc.
DECREASED
Shares34,427 from 34,673
Change-246 (-1%)
Value$1.8M (-$95.1K)
Filed 2026-10-21
Purus Wealth Management, LLC
INCREASED
Shares31,952 from 25,400
Change+6,552 (+26%)
Value$1.6M (+$274.5K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
DECREASED
Shares31,880 from 35,897
Change-4,017 (-11%)
Value$1.6M (+$723.0K)
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares31,821 from 29,535
Change+2,286 (+8%)
Value$1.6M (+$51.4K)
Filed 2026-10-14
TrueWealth Advisors, LLC
INCREASED
Shares30,553 from 26,243
Change+4,310 (+16%)
Value$1.6M (+$157.9K)
Filed 2026-10-09
Accelerate Investment Advisors LLC
INCREASED
Shares30,057 from 8,490
Change+21,567 (+254%)
Value$1.5M (+$1.1M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares29,760 from 15,260
Change+14,500 (+95%)
Value$1.5M (+$704.9K)
Filed 2026-11-05
Farrell Financial LLC
INCREASED
Shares29,297 from 24,354
Change+4,943 (+20%)
Value$1.5M (+$194.7K)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares29,177
Change+29,177
Value$1.5M
Filed 2026-11-05
Forge Financial Services LLC
NEW
Shares28,985
Change+28,985
Value$1.5M
Filed 2026-11-09
Herold Advisors, Inc.
INCREASED
Shares28,740 from 24,362
Change+4,378 (+18%)
Value$1.5M (+$167.2K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
INCREASED
Shares28,588 from 21,411
Change+7,177 (+34%)
Value$1.5M (+$315.9K)
Filed 2026-10-28
Belpointe Asset Management LLC
INCREASED
Shares27,227 from 22,595
Change+4,632 (+21%)
Value$1.4M (+$183.0K)
Filed 2026-11-09
Sterling Investment Advisors, Ltd.
INCREASED
Shares26,010 from 24,410
Change+1,600 (+7%)
Value$1.3M (+$23.7K)
Filed 2026-10-27
Avaii Wealth Management, LLC
DECREASED
Shares25,373 from 27,539
Change-2,166 (-8%)
Value$1.3M (-$180.6K)
Filed 2026-10-09
Optima Capital LLC
DECREASED
Shares24,786 from 105,462
Change-80,676 (-76%)
Value$1.3M (-$4.4M)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares24,523 from 15,905
Change+8,618 (+54%)
Value$1.3M (+$402.7K)
Filed 2026-11-09
Everest Financial Group LLC
INCREASED
Shares23,748 from 12,149
Change+11,599 (+95%)
Value$1.2M (+$564.0K)
Filed 2026-11-06
Lake Street Private Wealth, LLC
DECREASED
Shares23,130 from 24,616
Change-1,486 (-6%)
Value$1.2M (-$134.6K)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares23,037 from 20,815
Change+2,222 (+11%)
Value$1.2M (+$64.0K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares22,038 from 24,314
Change-2,276 (-9%)
Value$1.1M (-$174.2K)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares21,896 from 23,898
Change-2,002 (-8%)
Value$1.1M (-$149.2K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares21,257 from 18,267
Change+2,990 (+16%)
Value$1.1M (+$109.4K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares20,752 from 21,648
Change-896 (-4%)
Value$1.1M (-$97.3K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares20,517 from 19,818
Change+699 (+4%)
Value$1.0M (-$11.4K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares19,876 from 19,605
Change+271 (+1%)
Value$1.0M (-$32.8K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares19,351 from 20,650
Change-1,299 (-6%)
Value$989.2K (-$115.6K)
Filed 2026-11-05
Redw Wealth LLC
INCREASED
Shares18,270 from 4,455
Change+13,815 (+310%)
Value$934.0K (+$695.6K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares18,210 from 6,319
Change+11,891 (+188%)
Value$930.9K (+$592.9K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares18,139 from 15,203
Change+2,936 (+19%)
Value$927.3K (+$113.9K)
Filed 2026-10-23
Hicks Capital Management LLC
UNCHANGED
Shares16,960 from 16,960
Change0 (0%)
Value$907.4K ($0)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares16,032 from 15,514
Change+518 (+3%)
Value$819.6K (-$10.4K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED
Shares15,775 from 15,125
Change+650 (+4%)
Value$806.4K (-$2.8K)
Filed 2026-10-08
KWB Wealth
DECREASED
Shares14,684 from 388,588
Change-373,904 (-96%)
Value$750.7K (-$20.0M)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares14,639 from 9,654
Change+4,985 (+52%)
Value$748.3K (+$231.9K)
Filed 2026-10-09
Aegis Wealth Management, Inc.
INCREASED
Shares14,276 from 13,882
Change+394 (+3%)
Value$729.8K (-$12.9K)
Filed 2026-10-26
RFG Advisory, LLC
NEW
Shares13,922
Change+13,922
Value$711.7K
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
NEW
Shares13,250
Change+13,250
Value$677.3K
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares12,537 from 13,244
Change-707 (-5%)
Value$640.9K (-$67.6K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares12,307 from 4,316
Change+7,991 (+185%)
Value$629.1K (+$398.3K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares11,620 from 12,755
Change-1,135 (-9%)
Value$594.0K (-$76.8K)
Filed 2026-10-26
Geneos Wealth Management Inc.
INCREASED
Shares11,603 from 7,472
Change+4,131 (+55%)
Value$593.1K (+$193.4K)
Filed 2026-11-09
Jacobi Capital Management LLC
INCREASED
Shares10,993 from 9,838
Change+1,155 (+12%)
Value$562.0K (+$35.6K)
Filed 2026-11-05
Chapin Davis, Inc.
UNCHANGED
Shares10,915 from 10,915
Change0 (0%)
Value$558.0K (-$26.0K)
Filed 2026-10-09
Firethorn Wealth Partners, LLC
INCREASED
Shares10,701 from 8,848
Change+1,853 (+21%)
Value$547.0K (+$73.7K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares10,165 from 6,518
Change+3,647 (+56%)
Value$519.6K (+$170.9K)
Filed 2026-10-07
BAM Wealth Management, LLC
DECREASED
Shares9,575 from 12,607
Change-3,032 (-24%)
Value$489.5K (-$185.0K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
INCREASED
Shares8,922 from 8,854
Change+68 (+1%)
Value$456.1K (-$17.6K)
Filed 2026-10-22
Fortitude Financial, LLC
NEW
Shares8,629
Change+8,629
Value$441.1K
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares8,616 from 205,486
Change-196,870 (-96%)
Value$440.4K (-$10.6M)
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares7,874 from 7,520
Change+354 (+5%)
Value$402.5K (+$199)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares7,755 from 9,518
Change-1,763 (-19%)
Value$396.4K (-$112.8K)
Filed 2026-10-13
Enclave Advisors LLC
NEW
Shares7,643
Change+7,643
Value$390.7K
Filed 2026-10-14
CRA Financial Services, LLC
DECREASED
Shares7,430 from 7,531
Change-101 (-1%)
Value$379.8K (-$23.1K)
Filed 2026-10-16
Uptick Partners, LLC
DECREASED
Shares7,374 from 16,833
Change-9,459 (-56%)
Value$376.9K (-$523.6K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
NEW
Shares7,121
Change+7,121
Value$364.0K
Filed 2026-10-09
XY Planning Network, Inc.
DECREASED
Shares7,075 from 7,578
Change-503 (-7%)
Value$361.7K (-$43.7K)
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED
Shares6,980 from 10,696
Change-3,716 (-35%)
Value$356.8K (-$215.4K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares6,206 from 5,927
Change+279 (+5%)
Value$317.3K (+$155)
Filed 2026-10-28
Cambridge Advisors Inc.
INCREASED
Shares6,042 from 6,008
Change+34 (+1%)
Value$308.9K (-$12.6K)
Filed 2026-10-19
Semus Wealth Partners LLC
DECREASED
Shares5,956 from 6,568
Change-612 (-9%)
Value$304.5K (-$46.9K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares5,925 from 5,925
Change0 (0%)
Value$302.9K (-$14.1K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares5,676 from 5,960
Change-284 (-5%)
Value$290.2K (-$28.7K)
Filed 2026-11-05
Saxony Capital Management, LLC
NEW
Shares5,525
Change+5,525
Value$282.4K
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED
Shares5,457 from 4,565
Change+892 (+20%)
Value$279.0K (+$34.7K)
Filed 2026-10-23
MN Wealth Advisors, LLC
DECREASED
Shares5,430 from 11,438
Change-6,008 (-53%)
Value$277.6K (-$334.4K)
Filed 2026-10-23
Plan Group Financial, LLC
DECREASED
Shares5,206 from 6,561
Change-1,355 (-21%)
Value$267.8K (-$83.2K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$250.5K (-$11.7K)
Filed 2026-11-04
Petros Family Wealth, LLC
DECREASED
Shares4,887 from 5,037
Change-150 (-3%)
Value$249.8K (-$19.7K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares4,472
Change+4,472
Value$228.6K
Filed 2026-10-28
N.E.W. Advisory Services LLC
DECREASED
Shares4,360 from 5,360
Change-1,000 (-19%)
Value$222.9K (-$63.9K)
Filed 2026-11-09
Closed-End Fund Advisors, Inc.
NEW
Shares3,940
Change+3,940
Value$201.4K
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
NEW
Shares1,971
Change+1,971
Value$100.8K
Filed 2026-10-15
Paladin Advisory Group, LLC
UNCHANGED
Shares1,887 from 1,887
Change0 (0%)
Value$96.5K (-$4.5K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$93.8K (-$4.4K)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$78.8K (-$3.7K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED
Shares1,536 from 1,473
Change+63 (+4%)
Value$78.5K (-$286)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,500
Change+1,500
Value$76.7K
Filed 2026-10-27
Balentine LLC
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$73.4K (-$3.4K)
Filed 2026-11-03
Key Capital Management, Inc
NEW
Shares1,141
Change+1,141
Value$58.3K
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares1,025
Change+1,025
Value$52.4K
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$51.5K (-$2.4K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares749
Change+749
Value$38.3K
Filed 2026-11-06
PlanVest Financial, Inc
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$23.7K (-$1.1K)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares448 from 1
Change+447 (+44700%)
Value$22.8K (+$22.8K)
Filed 2026-11-04
PMV Capital Advisers, LLC
NEW
Shares379
Change+379
Value$19.4K
Filed 2026-11-09
Birchbrook, Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$15.1K (-$702)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares222
Change+222
Value$11.3K
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares206
Change+206
Value$10.5K
Filed 2026-10-15
William B. Walkup & Associates, Inc.
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$10.3K (-$479)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares155
Change+155
Value$7.9K
Filed 2026-11-05
Richardson Financial Services Inc.
DECREASED
Shares151 from 476
Change-325 (-68%)
Value$7.7K (-$17.7K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares47
Change+47
Value$2.4K
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares10 from 83
Change-73 (-88%)
Value$511 (-$3.9K)
Filed 2026-10-14
Blueline Advisors LLC
NEW
Shares8
Change+8
Value$387
Filed 2026-10-15
Cape Investment Advisory, Inc.
NEW
Shares0
Change0
Value$6
Filed 2026-10-13
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 351,700
Change-351,700 (-100%)
Value$0 (-$18.8M)
Filed 2026-10-21
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 13,770
Change-13,770 (-100%)
Value$0 (-$736.7K)
Filed 2026-11-05
RCS Financial Planning, LLC
CLOSED
Shares0 from 9,211
Change-9,211 (-100%)
Value$0 (-$492.8K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,392
Change-8,392 (-100%)
Value$0 (-$449.0K)
Filed 2026-11-04
Presilium Private Wealth, LLC
CLOSED
Shares0 from 7,588
Change-7,588 (-100%)
Value$0 (-$406.0K)
Filed 2026-10-26
Golden State Wealth Management, LLC
CLOSED
Shares0 from 5,904
Change-5,904 (-100%)
Value$0 (-$315.9K)
Filed 2026-11-02
VestGen Advisors, LLC
CLOSED
Shares0 from 5,706
Change-5,706 (-100%)
Value$0 (-$305.3K)
Filed 2026-10-27
Taylor Securities Services, Inc.
CLOSED
Shares0 from 5,230
Change-5,230 (-100%)
Value$0 (-$279.8K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,872
Change-3,872 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 2,554
Change-2,554 (-100%)
Value$0 (-$136.6K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,468
Change-1,468 (-100%)
Value$0 (-$77.5K)
Filed 2026-10-16
Peck Wealth Management, LLC
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$11.0K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-14
Highline Wealth Partners LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-19
Ameriprise Financial Inc
N/A
Shares— from 7,852,779
Change-7,852,779 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,946,476
Change-6,946,476 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,077,220
Change-6,077,220 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,328,568
Change-5,328,568 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,099,381
Change-5,099,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,453,121
Change-4,453,121 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,894,546
Change-3,894,546 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,109,788
Change-3,109,788 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,768,570
Change-2,768,570 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,724,250
Change-2,724,250 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,753,766
Change-1,753,766 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,722,643
Change-1,722,643 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,665,734
Change-1,665,734 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,502,729
Change-1,502,729 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,496,955
Change-1,496,955 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,446,588
Change-1,446,588 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,431,811
Change-1,431,811 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 811,131
Change-811,131 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 755,090
Change-755,090 (-100%)
Value—
UBS Group AG
N/A
Shares— from 673,309
Change-673,309 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 669,152
Change-669,152 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 568,422
Change-568,422 (-100%)
Value—
FMR LLC
N/A
Shares— from 539,886
Change-539,886 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 393,303
Change-393,303 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 389,817
Change-389,817 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 377,534
Change-377,534 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 352,993
Change-352,993 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 332,801
Change-332,801 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 322,418
Change-322,418 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 285,453
Change-285,453 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 280,784
Change-280,784 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 269,003
Change-269,003 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 263,754
Change-263,754 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 256,492
Change-256,492 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 231,442
Change-231,442 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 226,768
Change-226,768 (-100%)
Value—
&partners
N/A
Shares— from 222,797
Change-222,797 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 215,218
Change-215,218 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 213,405
Change-213,405 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 179,599
Change-179,599 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 174,806
Change-174,806 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 172,210
Change-172,210 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 172,124
Change-172,124 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 164,667
Change-164,667 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 149,198
Change-149,198 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 145,623
Change-145,623 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 139,265
Change-139,265 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 137,564
Change-137,564 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 137,192
Change-137,192 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 130,555
Change-130,555 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 108,756
Change-108,756 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 108,311
Change-108,311 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 107,548
Change-107,548 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 101,426
Change-101,426 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 97,378
Change-97,378 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 80,510
Change-80,510 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 74,321
Change-74,321 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 74,153
Change-74,153 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 64,304
Change-64,304 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 61,301
Change-61,301 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,888
Change-60,888 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 57,356
Change-57,356 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 54,959
Change-54,959 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 53,681
Change-53,681 (-100%)
Value—
Betterment LLC
N/A
Shares— from 49,228
Change-49,228 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 48,216
Change-48,216 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 45,741
Change-45,741 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 41,311
Change-41,311 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 38,025
Change-38,025 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 30,545
Change-30,545 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 29,645
Change-29,645 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,245
Change-29,245 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 29,171
Change-29,171 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 28,880
Change-28,880 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 28,371
Change-28,371 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 27,349
Change-27,349 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 25,726
Change-25,726 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 19,597
Change-19,597 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,368
Change-17,368 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 16,605
Change-16,605 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 16,276
Change-16,276 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 15,144
Change-15,144 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 13,917
Change-13,917 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,456
Change-12,456 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 9,723
Change-9,723 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,374
Change-5,374 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 48
Change-48 (-100%)
Value—
Status
LPL Financial LLC
INCREASED23,038,66720,847,585+2,191,082+11%$1.1B$1.2B+$62.4M2026-11-06
Allworth Financial LP
INCREASED11,816,0739,101,672+2,714,401+30%$486.9M$632.2M+$145.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,495,5881,323,132+172,456+13%$70.8M$76.5M+$5.7M2026-11-02
Baldwin Wealth Partners LLC
INCREASED1,486,8721,470,097+16,775+1%$78.7M$76.0M-$2.6M2026-10-13
Northwest Financial Advisors
INCREASED1,319,0251,318,229+796+0%$70.5M$67.4M-$3.1M2026-10-27
StoneX Group Inc.
INCREASED1,086,9681,032,908+54,060+5%$55.3M$55.6M+$309.3K2026-11-03
Diversified Portfolios, Inc.
DECREASED1,021,1471,583,948-562,801-36%$84.7M$52.2M-$32.5M2026-11-04
Peterson Wealth Advisors, LLC
INCREASED993,000930,053+62,947+7%$49.8M$50.8M+$1.0M2026-10-08
LVZ, Inc.
DECREASED964,705964,908-2030%$51.6M$49.3M-$2.3M2026-10-20
Larson Financial Group LLC
INCREASED937,881872,511+65,370+7%$46.7M$47.9M+$1.3M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED900,386936,097-35,711-4%$50.1M$46.0M-$4.1M2026-11-02
IAG Wealth Partners, LLC
DECREASED889,4801,114,649-225,169-20%$59.6M$45.5M-$14.2M2026-11-06
Arlington Financial Advisors, LLC
INCREASED731,523719,463+12,060+2%$38.5M$37.4M-$1.1M2026-10-19
Intrua Financial, LLC
DECREASED719,176742,478-23,302-3%$39.7M$36.8M-$3.0M2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED715,299699,070+16,229+2%$37.4M$36.6M-$834.2K2026-10-19
Essex LLC
DECREASED670,529798,166-127,637-16%$42.7M$34.3M-$8.4M2026-10-14
TBH Global Asset Management, LLC
INCREASED647,016103,310+543,706+526%$5.5M$36.3M+$30.8M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED619,1739,079+610,094+6720%$485.8K$31.7M+$31.2M2026-10-16
Spire Wealth Management
DECREASED618,062633,749-15,687-2%$33.9M$31.6M-$2.3M2026-10-30
CGC Financial Services, LLC
INCREASED572,158555,625+16,533+3%$29.7M$29.2M-$477.2K2026-10-13
Harbour Investments, Inc.
DECREASED567,864595,638-27,774-5%$31.9M$29.0M-$2.8M2026-11-09
D.A. Davidson & Co.
INCREASED557,219553,389+3,830+1%$29.6M$28.5M-$1.1M2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED549,751508,429+41,322+8%$27.2M$28.1M+$882.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED529,145151,955+377,190+248%$8.1M$27.1M+$19.0M2026-10-13
Means Investment Co., Inc.
INCREASED500,336473,636+26,700+6%$25.3M$25.6M+$237.7K2026-11-03
Juno Financial Group LLC
NEW464,209—+464,209——$23.7M—2026-10-27
AdvisorNet Financial, Inc
INCREASED404,947358,635+46,312+13%$19.2M$20.7M+$1.5M2026-10-15
Vawter Financial, Ltd.
INCREASED379,924360,261+19,663+5%$19.3M$19.4M+$147.8K2026-11-10
Pine Valley Investments Ltd Liability Co
INCREASED376,624362,470+14,154+4%$19.4M$19.3M-$139.1K2026-11-09
Royal Harbor Partners, LLC
INCREASED370,778355,465+15,313+4%$19.0M$19.0M-$63.2K2026-10-29
IFG Advisory, LLC
INCREASED369,67157,076+312,595+548%$3.1M$18.9M+$15.8M2026-11-09
HighTower Advisors, LLC
INCREASED357,868346,499+11,369+3%$18.5M$18.3M-$243.5K2026-11-10
Choice Wealth Advisors LLC
INCREASED357,005341,073+15,932+5%$18.2M$18.3M+$2.7K2026-10-16
Smithbridge Asset Management Inc
INCREASED354,859342,235+12,624+4%$18.3M$18.1M-$169.2K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED354,350349,709+4,641+1%$18.7M$18.1M-$595.1K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED333,406327,524+5,882+2%$17.5M$17.0M-$478.8K2026-11-06
Clear Trail Advisors, LLC
INCREASED305,707302,710+2,997+1%$16.2M$15.6M-$567.3K2026-10-20
Echo Wealth Management, LLC
INCREASED298,647291,117+7,530+3%$15.6M$15.3M-$307.9K2026-10-15
Cobblestone Asset Management LLC
INCREASED292,018230,251+61,767+27%$12.3M$14.9M+$2.6M2026-10-13
CGN Advisors LLC
INCREASED291,752290,493+1,259+0%$15.5M$14.9M-$627.0K2026-10-21
Riversedge Advisors, LLC
INCREASED290,625223,369+67,256+30%$12.0M$14.9M+$2.9M2026-10-09
Capital Advisors Wealth Management, LLC
INCREASED281,859235,617+46,242+20%$12.6M$14.4M+$1.8M2026-10-09
Independence Asset Advisors, LLC
INCREASED279,948279,411+537+0%$14.9M$14.3M-$637.5K2026-10-23
WBH Advisory Inc
DECREASED273,610284,435-10,825-4%$15.2M$14.0M-$1.2M2026-11-05
Legacy Wealth Management, LLC
NEW263,119—+263,119——$13.5M—2026-10-22
Park Avenue Securities LLC
DECREASED250,535254,893-4,358-2%$13.6M$12.8M-$830.0K2026-10-26
Farther Finance Advisors, LLC
INCREASED216,982173,533+43,449+25%$9.3M$11.1M+$1.8M2026-10-08
Citizens Business Bank
INCREASED215,539206,667+8,872+4%$11.1M$11.0M-$38.4K2026-11-09
Simplicity Wealth,LLC
INCREASED206,200195,021+11,179+6%$10.4M$10.5M+$107.3K2026-10-23
AGH Wealth Advisors, LLC
INCREASED189,103177,406+11,697+7%$9.5M$9.7M+$175.5K2026-10-26
Prospera Financial Services Inc
INCREASED184,485156,403+28,082+18%$8.4M$9.6M+$1.2M2026-11-04
Financial Planning Navigators Corp
INCREASED181,162174,507+6,655+4%$9.3M$9.3M-$75.2K2026-10-14
Great Valley Advisor Group, Inc.
DECREASED176,472177,390-918-1%$9.5M$9.0M-$469.3K2026-11-09
Victory Financial Group, LLC
INCREASED169,881123,569+46,312+37%$6.6M$8.7M+$2.1M2026-10-27
IFP Advisors, Inc
INCREASED158,49194,096+64,395+68%$5.0M$8.1M+$3.1M2026-10-16
Guided Capital Wealth Management, LLC
INCREASED156,546156,105+441+0%$8.4M$8.0M-$349.0K2026-10-21
Kelly Financial Group LLC
INCREASED154,62529,989+124,636+416%$1.6M$7.9M+$6.3M2026-10-16
Kestra Advisory Services, LLC
INCREASED149,058124,780+24,278+19%$6.7M$7.6M+$944.1K2026-11-02
Centurion Wealth Management LLC
INCREASED148,948145,927+3,021+2%$7.8M$7.6M-$192.9K2026-10-13
MGO One Seven LLC
DECREASED148,278150,699-2,421-2%$8.1M$7.6M-$482.4K2026-10-28
Daymark Wealth Partners, LLC
INCREASED141,48447,402+94,082+198%$2.5M$7.2M+$4.7M2026-11-04
Insight Wealth Partners, LLC
INCREASED140,784136,459+4,325+3%$7.3M$7.2M-$103.7K2026-10-26
Tenet Wealth Partners, LLC
INCREASED136,415131,606+4,809+4%$7.0M$7.0M+$16.8K2026-10-19
First Pacific Financial
NEW135,732—+135,732——$6.9M—2026-10-14
Western Wealth Management, LLC
INCREASED134,612126,420+8,192+6%$6.8M$6.9M+$117.9K2026-11-09
Cooper Financial Group
DECREASED124,516137,654-13,138-10%$7.4M$6.4M-$999.3K2026-10-07
Bank of New Hampshire
INCREASED121,66386,411+35,252+41%$4.6M$6.2M+$1.6M2026-10-06
Entrust Financial LLC
INCREASED116,42925+116,404+465616%$1.3K$6.0M+$6.0M2026-11-04
Visionary Wealth Advisors
INCREASED115,54519,107+96,438+505%$1.0M$5.9M+$4.9M2026-11-04
Sovran Advisors, LLC
INCREASED113,371112,467+904+1%$6.0M$5.9M-$70.0K2026-11-02
ERn Financial, LLC
INCREASED112,801109,604+3,197+3%$5.9M$5.8M-$97.4K2026-10-28
Mattern Capital Management, LLC
DECREASED106,289107,955-1,666-2%$5.8M$5.4M-$342.1K2026-11-02
Cedar Mountain Advisors, LLC
INCREASED103,01881,627+21,391+26%$4.4M$5.3M+$899.2K2026-10-15
Flynn Zito Capital Management, LLC
INCREASED97,65096,897+753+1%$5.2M$5.0M-$192.2K2026-11-04
Wespac Advisors, LLC
INCREASED93,51989,733+3,786+4%$4.8M$4.8M-$20.0K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED92,92399,779-6,856-7%$5.3M$4.8M-$532.2K2026-10-13
Parallel Advisors, LLC
DECREASED88,02993,421-5,392-6%$5.0M$4.5M-$498.0K2026-11-03
Fiduciary Alliance LLC
INCREASED86,81383,496+3,317+4%$4.5M$4.4M-$29.2K2026-10-13
HighPoint Advisor Group LLC
DECREASED86,101126,973-40,872-32%$6.8M$4.4M-$2.4M2026-11-09
New Capital Management LP
INCREASED85,18482,073+3,111+4%$4.4M$4.4M-$36.3K2026-10-29
Avondale Wealth Management
DECREASED83,71089,414-5,704-6%$4.8M$4.3M-$504.4K2026-10-15
Clear Wave Wealth Management LLC
INCREASED82,30973,305+9,004+12%$3.9M$4.2M+$285.9K2026-11-04
Gallacher Capital Management LLC
DECREASED78,235106,996-28,761-27%$5.7M$4.0M-$1.7M2026-10-30
OmniStar Financial Group, Inc.
DECREASED75,65075,864-2140%$4.1M$3.9M-$191.5K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED73,96664,004+9,962+16%$3.4M$3.8M+$357.0K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED73,66669,191+4,475+6%$3.7M$3.8M+$64.1K2026-11-03
Sigma Planning Corp
DECREASED73,02276,188-3,166-4%$4.1M$3.7M-$343.1K2026-10-23
Auxano Advisors, LLC
INCREASED69,31741,774+27,543+66%$2.2M$3.5M+$1.3M2026-11-06
Capital Investment Advisory Services, LLC
DECREASED68,401355,627-287,226-81%$19.0M$3.5M-$15.5M2026-10-30
Moneco Advisors, LLC
INCREASED67,53432,675+34,859+107%$1.7M$3.5M+$1.7M2026-11-05
Boyer Financial Services, Inc.
DECREASED64,06466,647-2,583-4%$3.6M$3.3M-$276.0K2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED62,05259,273+2,779+5%$3.1M$3.2M+$49.2K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED61,93839,654+22,284+56%$2.1M$3.2M+$1.0M2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED61,29770,467-9,170-13%$3.8M$3.1M-$636.5K2026-10-05
GGM Financial LLC
INCREASED58,87452,646+6,228+12%$2.8M$3.0M+$193.0K2026-11-05
Compass Financial Group, Inc.
INCREASED58,84958,014+835+1%$3.1M$3.0M-$95.4K2026-11-06
Sherman Wealth Management LLC
DECREASED58,21086,766-28,556-33%$4.6M$3.0M-$1.7M2026-10-16
Fortis Group Advisors, LLC
INCREASED57,30016,502+40,798+247%$882.9K$3.0M+$2.1M2026-11-06
Acropolis Investment Management, LLC
INCREASED55,00433,600+21,404+64%$1.8M$2.8M+$1.0M2026-10-08
Mcdonald Partners LLC
INCREASED54,83849,400+5,438+11%$2.6M$2.8M+$160.4K2026-11-03
Silverlake Wealth Management LLC
INCREASED54,04853,442+606+1%$2.9M$2.8M-$96.2K2026-10-21
Ascent Group, LLC
DECREASED53,79061,748-7,958-13%$3.3M$2.7M-$553.8K2026-10-30
Perigon Wealth Management, LLC
INCREASED53,34931,217+22,132+71%$1.7M$2.7M+$1.1M2026-10-22
Cabot Wealth Management Inc
NEW51,268—+51,268——$2.6M—2026-11-05
Archer Investment Corp
INCREASED49,56241,355+8,207+20%$2.2M$2.5M+$321.1K2026-11-05
Innealta Capital, LLC
DECREASED45,09594,973-49,878-53%$5.1M$2.3M-$2.8M2026-11-02
Lockerman Financial Group, Inc.
DECREASED43,44646,840-3,394-7%$2.5M$2.2M-$285.0K2026-10-19
Encompass Wealth Advisors, LLC
INCREASED42,7887,071+35,717+505%$378.3K$2.2M+$1.8M2026-10-15
Sound Stewardship, LLC
NEW41,284—+41,284——$2.1M—2026-10-14
Midwest Financial Network, LLC
DECREASED41,09060,599-19,509-32%$3.2M$2.1M-$1.1M2026-10-13
Assetmark, Inc
DECREASED40,50941,473-964-2%$2.2M$2.1M-$148.0K2026-10-21
Atria Investments, Inc
INCREASED38,88238,624+258+1%$2.1M$2.0M-$78.7K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED38,45240,045-1,593-4%$2.1M$2.0M-$177.0K2026-10-21
Truist Financial Corp
INCREASED38,29829,896+8,402+28%$1.6M$2.0M+$358.4K2026-10-30
Vise Technologies, Inc.
NEW37,967—+37,967——$1.9M—2026-10-29
TD Waterhouse Canada Inc.
DECREASED34,98740,829-5,842-14%$2.2M$1.8M-$390.5K2026-10-16
Ascentis Independent Advisors
NEW34,621—+34,621——$1.8M—2026-11-03
Fifth Third Securities, Inc.
DECREASED34,42734,673-246-1%$1.9M$1.8M-$95.1K2026-10-21
Purus Wealth Management, LLC
INCREASED31,95225,400+6,552+26%$1.4M$1.6M+$274.5K2026-10-15
Madison Park Capital Advisors, LLC
DECREASED31,88035,897-4,017-11%$906.8K$1.6M+$723.0K2026-10-28
Ignite Planners, LLC
INCREASED31,82129,535+2,286+8%$1.6M$1.6M+$51.4K2026-10-14
TrueWealth Advisors, LLC
INCREASED30,55326,243+4,310+16%$1.4M$1.6M+$157.9K2026-10-09
Accelerate Investment Advisors LLC
INCREASED30,0578,490+21,567+254%$454.2K$1.5M+$1.1M2026-11-02
Nations Financial Group Inc,
INCREASED29,76015,260+14,500+95%$816.4K$1.5M+$704.9K2026-11-05
Farrell Financial LLC
INCREASED29,29724,354+4,943+20%$1.3M$1.5M+$194.7K2026-10-16
Thrivent Financial for Lutherans
NEW29,177—+29,177——$1.5M—2026-11-05
Forge Financial Services LLC
NEW28,985—+28,985——$1.5M—2026-11-09
Herold Advisors, Inc.
INCREASED28,74024,362+4,378+18%$1.3M$1.5M+$167.2K2026-10-19
Heritage Wealth Management, Inc.
INCREASED28,58821,411+7,177+34%$1.1M$1.5M+$315.9K2026-10-28
Belpointe Asset Management LLC
INCREASED27,22722,595+4,632+21%$1.2M$1.4M+$183.0K2026-11-09
Sterling Investment Advisors, Ltd.
INCREASED26,01024,410+1,600+7%$1.3M$1.3M+$23.7K2026-10-27
Avaii Wealth Management, LLC
DECREASED25,37327,539-2,166-8%$1.5M$1.3M-$180.6K2026-10-09
Optima Capital LLC
DECREASED24,786105,462-80,676-76%$5.6M$1.3M-$4.4M2026-10-29
Bank of Montreal
INCREASED24,52315,905+8,618+54%$850.9K$1.3M+$402.7K2026-11-09
Everest Financial Group LLC
INCREASED23,74812,149+11,599+95%$650.0K$1.2M+$564.0K2026-11-06
Lake Street Private Wealth, LLC
DECREASED23,13024,616-1,486-6%$1.3M$1.2M-$134.6K2026-10-22
Sheets Smith Wealth Management
INCREASED23,03720,815+2,222+11%$1.1M$1.2M+$64.0K2026-10-16
Elevation Wealth Management LLC
DECREASED22,03824,314-2,276-9%$1.3M$1.1M-$174.2K2026-11-02
Asset One Wealth Management LLC
DECREASED21,89623,898-2,002-8%$1.3M$1.1M-$149.2K2026-11-02
Pinnacle Associates LTD
INCREASED21,25718,267+2,990+16%$977.3K$1.1M+$109.4K2026-10-20
Private Trust Co NA
DECREASED20,75221,648-896-4%$1.2M$1.1M-$97.3K2026-10-20
Unique Wealth, LLC
INCREASED20,51719,818+699+4%$1.1M$1.0M-$11.4K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED19,87619,605+271+1%$1.0M$1.0M-$32.8K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED19,35120,650-1,299-6%$1.1M$989.2K-$115.6K2026-11-05
Redw Wealth LLC
INCREASED18,2704,455+13,815+310%$238.3K$934.0K+$695.6K2026-11-02
Bank of New York Mellon Corp
INCREASED18,2106,319+11,891+188%$338.1K$930.9K+$592.9K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED18,13915,203+2,936+19%$813.4K$927.3K+$113.9K2026-10-23
Hicks Capital Management LLC
UNCHANGED16,96016,96000%$907.4K$907.4K$02026-10-20
Total Clarity Wealth Management, Inc.
INCREASED16,03215,514+518+3%$830.0K$819.6K-$10.4K2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED15,77515,125+650+4%$809.2K$806.4K-$2.8K2026-10-08
KWB Wealth
DECREASED14,684388,588-373,904-96%$20.8M$750.7K-$20.0M2026-10-16
Emergent Wealth Advisors, LLC
INCREASED14,6399,654+4,985+52%$516.5K$748.3K+$231.9K2026-10-09
Aegis Wealth Management, Inc.
INCREASED14,27613,882+394+3%$742.7K$729.8K-$12.9K2026-10-26
RFG Advisory, LLC
NEW13,922—+13,922——$711.7K—2026-11-03
Sanchez Gaunt Capital Management, LLC
NEW13,250—+13,250——$677.3K—2026-11-03
Independent Financial Group, LLC
DECREASED12,53713,244-707-5%$708.6K$640.9K-$67.6K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED12,3074,316+7,991+185%$230.9K$629.1K+$398.3K2026-10-26
Triad Wealth Partners, LLC
DECREASED11,62012,755-1,135-9%$670.8K$594.0K-$76.8K2026-10-26
Geneos Wealth Management Inc.
INCREASED11,6037,472+4,131+55%$399.7K$593.1K+$193.4K2026-11-09
Jacobi Capital Management LLC
INCREASED10,9939,838+1,155+12%$526.3K$562.0K+$35.6K2026-11-05
Chapin Davis, Inc.
UNCHANGED10,91510,91500%$584.0K$558.0K-$26.0K2026-10-09
Firethorn Wealth Partners, LLC
INCREASED10,7018,848+1,853+21%$473.4K$547.0K+$73.7K2026-10-14
Weaver Consulting Group
INCREASED10,1656,518+3,647+56%$348.7K$519.6K+$170.9K2026-10-07
BAM Wealth Management, LLC
DECREASED9,57512,607-3,032-24%$674.5K$489.5K-$185.0K2026-10-15
Beaumont Financial Advisors, LLC
INCREASED8,9228,854+68+1%$473.7K$456.1K-$17.6K2026-10-22
Fortitude Financial, LLC
NEW8,629—+8,629——$441.1K—2026-10-19
Axxcess Wealth Management, LLC
DECREASED8,616205,486-196,870-96%$11.0M$440.4K-$10.6M2026-10-21
Sutton Place Investors LLC
INCREASED7,8747,520+354+5%$402.3K$402.5K+$1992026-10-20
Dynamic Advisor Solutions LLC
DECREASED7,7559,518-1,763-19%$509.2K$396.4K-$112.8K2026-10-13
Enclave Advisors LLC
NEW7,643—+7,643——$390.7K—2026-10-14
CRA Financial Services, LLC
DECREASED7,4307,531-101-1%$402.9K$379.8K-$23.1K2026-10-16
Uptick Partners, LLC
DECREASED7,37416,833-9,459-56%$900.6K$376.9K-$523.6K2026-11-04
Taylor & Morgan Wealth Management, LLC
NEW7,121—+7,121——$364.0K—2026-10-09
XY Planning Network, Inc.
DECREASED7,0757,578-503-7%$405.4K$361.7K-$43.7K2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED6,98010,696-3,716-35%$572.2K$356.8K-$215.4K2026-10-20
Parsons Capital Management Inc
INCREASED6,2065,927+279+5%$317.1K$317.3K+$1552026-10-28
Cambridge Advisors Inc.
INCREASED6,0426,008+34+1%$321.4K$308.9K-$12.6K2026-10-19
Semus Wealth Partners LLC
DECREASED5,9566,568-612-9%$351.4K$304.5K-$46.9K2026-10-22
Newman Dignan & Sheerar, Inc.
UNCHANGED5,9255,92500%$317.0K$302.9K-$14.1K2026-10-21
Fifth Third Bancorp
DECREASED5,6765,960-284-5%$318.9K$290.2K-$28.7K2026-11-05
Saxony Capital Management, LLC
NEW5,525—+5,525——$282.4K—2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED5,4574,565+892+20%$244.2K$279.0K+$34.7K2026-10-23
MN Wealth Advisors, LLC
DECREASED5,43011,438-6,008-53%$611.9K$277.6K-$334.4K2026-10-23
Plan Group Financial, LLC
DECREASED5,2066,561-1,355-21%$351.0K$267.8K-$83.2K2026-10-22
Quadrant Private Wealth Management, LLC
UNCHANGED4,9004,90000%$262.2K$250.5K-$11.7K2026-11-04
Petros Family Wealth, LLC
DECREASED4,8875,037-150-3%$269.5K$249.8K-$19.7K2026-10-28
Partners Wealth Management, LLC
NEW4,472—+4,472——$228.6K—2026-10-28
N.E.W. Advisory Services LLC
DECREASED4,3605,360-1,000-19%$286.8K$222.9K-$63.9K2026-11-09
Closed-End Fund Advisors, Inc.
NEW3,940—+3,940——$201.4K—2026-11-04
Cherry Tree Wealth Management, LLC
NEW1,971—+1,971——$100.8K—2026-10-15
Paladin Advisory Group, LLC
UNCHANGED1,8871,88700%$101.0K$96.5K-$4.5K2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED1,8351,83500%$98.2K$93.8K-$4.4K2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,5411,54100%$82.4K$78.8K-$3.7K2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED1,5361,473+63+4%$78.8K$78.5K-$2862026-10-30
Latitude Advisors, LLC
NEW1,500—+1,500——$76.7K—2026-10-27
Balentine LLC
UNCHANGED1,4361,43600%$76.8K$73.4K-$3.4K2026-11-03
Key Capital Management, Inc
NEW1,141—+1,141——$58.3K—2026-11-03
Putney Financial Group LLC
NEW1,025—+1,025——$52.4K—2026-10-30
Central Trust Co
UNCHANGED1,0081,00800%$53.9K$51.5K-$2.4K2026-11-05
PNC Financial Services Group, Inc.
NEW749—+749——$38.3K—2026-11-06
PlanVest Financial, Inc
UNCHANGED46346300%$24.8K$23.7K-$1.1K2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED4481+447+44700%$69$22.8K+$22.8K2026-11-04
PMV Capital Advisers, LLC
NEW379—+379——$19.4K—2026-11-09
Birchbrook, Inc.
UNCHANGED29529500%$15.8K$15.1K-$7022026-10-14
Nova Financial LLC
NEW222—+222——$11.3K—2026-11-04
Blue Trust, Inc.
NEW206—+206——$10.5K—2026-10-15
William B. Walkup & Associates, Inc.
UNCHANGED20120100%$10.8K$10.3K-$4792026-11-05
US Bancorp \de\
NEW155—+155——$7.9K—2026-11-05
Richardson Financial Services Inc.
DECREASED151476-325-68%$25.5K$7.7K-$17.7K2026-10-30
MidAtlantic Capital Management, Inc.
NEW47—+47——$2.4K—2026-11-05
Triumph Capital Management
DECREASED1083-73-88%$4.4K$511-$3.9K2026-10-14
Blueline Advisors LLC
NEW8—+8——$387—2026-10-15
Cape Investment Advisory, Inc.
NEW0—0——$6—2026-10-13
Ocean Park Asset Management, LLC
CLOSED0351,700-351,700-100%$18.8M$0-$18.8M2026-10-21
Pennsylvania Capital Management Inc
CLOSED013,770-13,770-100%$736.7K$0-$736.7K2026-11-05
RCS Financial Planning, LLC
CLOSED09,211-9,211-100%$492.8K$0-$492.8K2026-10-14
Kestra Investment Management, LLC
CLOSED08,392-8,392-100%$449.0K$0-$449.0K2026-11-04
Presilium Private Wealth, LLC
CLOSED07,588-7,588-100%$406.0K$0-$406.0K2026-10-26
Golden State Wealth Management, LLC
CLOSED05,904-5,904-100%$315.9K$0-$315.9K2026-11-02
VestGen Advisors, LLC
CLOSED05,706-5,706-100%$305.3K$0-$305.3K2026-10-27
Taylor Securities Services, Inc.
CLOSED05,230-5,230-100%$279.8K$0-$279.8K2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED03,872-3,872-100%$207.2K$0-$207.2K2026-10-16
Cassaday & Co Wealth Management LLC
CLOSED02,554-2,554-100%$136.6K$0-$136.6K2026-10-27
Cornerstone Planning Group LLC
CLOSED01,468-1,468-100%$77.5K$0-$77.5K2026-10-16
Peck Wealth Management, LLC
CLOSED0496-496-100%$26.6K$0-$26.6K2026-10-29
Elevated Capital Advisors, LLC
CLOSED0206-206-100%$11.0K$0-$11.0K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0164-164-100%$8.8K$0-$8.8K2026-10-14
Highline Wealth Partners LLC
CLOSED040-40-100%$2.1K$0-$2.1K2026-10-19
Ameriprise Financial Inc
N/A—7,852,779-7,852,779-100%$420.1M———
JPMorgan Chase & Co
N/A—6,946,476-6,946,476-100%$373.4M———
Captrust Financial Advisors
N/A—6,077,220-6,077,220-100%$325.1M———
Cetera Investment Advisers
N/A—5,328,568-5,328,568-100%$285.1M———
Envestnet Asset Management Inc
N/A—5,099,381-5,099,381-100%$272.8M———
Bank of America Corp
N/A—4,453,121-4,453,121-100%$238.2M———
Private Advisor Group, LLC
N/A—3,894,546-3,894,546-100%$208.4M———
Janney Montgomery Scott LLC
N/A—3,109,788-3,109,788-100%$166.4M———
Royal Bank of Canada
N/A—2,768,570-2,768,570-100%$148.1M———
Raymond James Financial Inc
N/A—2,724,250-2,724,250-100%$145.7M———
Summit Financial, LLC
N/A—1,753,766-1,753,766-100%$93.8M———
Bridgewater Advisors Inc.
N/A—1,722,643-1,722,643-100%$90.6M———
Jones Financial Companies Lllp
N/A—1,665,734-1,665,734-100%$89.4M———
MML Investors Services, LLC
N/A—1,502,729-1,502,729-100%$80.4M———
Vestmark Advisory Solutions, Inc.
N/A—1,496,955-1,496,955-100%$80.1M———
Wells Fargo & Company
N/A—1,446,588-1,446,588-100%$77.4M———
Berger Financial Group, Inc
N/A—1,431,811-1,431,811-100%$76.6M———
Osaic Holdings, Inc.
N/A—811,131-811,131-100%$43.4M———
Dynasty Wealth Management, LLC
N/A—755,090-755,090-100%$40.4M———
UBS Group AG
N/A—673,309-673,309-100%$36.0M———
Pallas Capital Advisors LLC
N/A—669,152-669,152-100%$35.8M———
NewEdge Wealth, LLC
N/A—568,422-568,422-100%$30.4M———
FMR LLC
N/A—539,886-539,886-100%$28.9M———
EP Wealth Advisors, LLC
N/A—393,303-393,303-100%$21.0M———
Global Retirement Partners, LLC
N/A—389,817-389,817-100%$20.9M———
Mariner, LLC
N/A—377,534-377,534-100%$20.2M———
UBS Asset Management Americas LLC
N/A—352,993-352,993-100%$18.9M———
NewEdge Advisors, LLC
N/A—332,801-332,801-100%$17.8M———
Eldridge Investment Advisors, Inc.
N/A—322,418-322,418-100%$17.2M———
Pinnacle Wealth Management, LLC
N/A—285,453-285,453-100%$15.3M———
Morrissey Wealth Management, LLC
N/A—280,784-280,784-100%$14.3M———
Equitable Holdings, Inc.
N/A—269,003-269,003-100%$14.4M———
Integrated Wealth Concepts LLC
N/A—263,754-263,754-100%$14.1M———
Savvy Advisors, Inc.
N/A—256,492-256,492-100%$13.7M———
Argo Wealth Advisory, LLC
N/A—231,442-231,442-100%$12.4M———
Old Mission Capital LLC
N/A—226,768-226,768-100%$12.1M———
&partners
N/A—222,797-222,797-100%$11.9M———
Per Stirling Capital Management, Llc.
N/A—215,218-215,218-100%$11.5M———
Ruggaard & Associates LLC
N/A—213,405-213,405-100%$11.4M———
Magnolia Capital Advisors LLC
N/A—179,599-179,599-100%$9.6M———
Natixis Advisors, LLC
N/A—174,806-174,806-100%$9.4M———
Rosenblum Silverman Sutton S F Inc
N/A—172,210-172,210-100%$9.2M———
CreativeOne Wealth, LLC
N/A—172,124-172,124-100%$9.2M———
Essex Financial Services, Inc.
N/A—164,667-164,667-100%$8.8M———
IHT Wealth Management, LLC
N/A—149,198-149,198-100%$8.0M———
Stifel Financial Corp
N/A—145,623-145,623-100%$7.8M———
Baird Financial Group, Inc.
N/A—139,265-139,265-100%$7.5M———
Sanctuary Advisors, LLC
N/A—137,564-137,564-100%$7.4M———
Goldstone Financial Group, LLC
N/A—137,192-137,192-100%$7.3M———
Kingsview Wealth Management, LLC
N/A—130,555-130,555-100%$7.0M———
Tandem Financial, LLC
N/A—108,756-108,756-100%$5.8M———
Sonoma Allocations LLC
N/A—108,311-108,311-100%$5.8M———
Yarger Wealth Strategies, LLC
N/A—107,548-107,548-100%$5.7M———
Moneta Group Investment Advisors LLC
N/A—101,426-101,426-100%$5.4M———
Evergreen Wealth Partners LLC
N/A—97,378-97,378-100%$5.2M———
Arkadios Wealth Advisors
N/A—80,510-80,510-100%$4.3M———
Jane Street Group, LLC
N/A—74,321-74,321-100%$4.0M———
Hopwood Nicholas Hunter
N/A—74,153-74,153-100%$4.0M———
National Bank of Canada
N/A—64,304-64,304-100%$3.4M———
Evernest Financial Advisors, LLC
N/A—61,301-61,301-100%$3.3M———
Beacon Pointe Advisors, LLC
N/A—60,888-60,888-100%$3.3M———
Gateway Wealth Partners, LLC
N/A—57,356-57,356-100%$3.1M———
Regal Investment Advisors LLC
N/A—54,959-54,959-100%$2.9M———
AE Wealth Management LLC
N/A—53,681-53,681-100%$2.9M———
Betterment LLC
N/A—49,228-49,228-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—48,216-48,216-100%$2.6M———
Wayfinding Financial, LLC
N/A—45,741-45,741-100%$2.4M———
Focus Partners Wealth
N/A—41,311-41,311-100%$2.2M———
GWN Securities Inc.
N/A—38,025-38,025-100%$2.0M———
Cary Street Partners Investment Advisory LLC
N/A—30,545-30,545-100%$1.6M———
Coppell Advisory Solutions LLC
N/A—29,645-29,645-100%$151.0K———
GeoWealth Management, LLC
N/A—29,245-29,245-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—29,171-29,171-100%$1.6M———
Legacy Wealth Managment, LLC
N/A—28,880-28,880-100%$1.5M———
Retirement Income Solutions, Inc
N/A—28,371-28,371-100%$1.5M———
Aurdan Capital Management, LLC
N/A—27,591-27,591-100%$1.5M———
Bleakley Financial Group, LLC
N/A—27,349-27,349-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—25,726-25,726-100%$1.4M———
Twin Peaks Wealth Advisors, LLC
N/A—19,597-19,597-100%$1.0M———
WCG Wealth Advisors LLC
N/A—18,804-18,804-100%$1.0M———
AQR Capital Management LLC
N/A—17,368-17,368-100%$929.2K———
1015 Capital Partners, LLC
N/A—16,605-16,605-100%$888.4K———
5T Wealth, LLC
N/A—16,276-16,276-100%$870.8K———
Vienna Asset Management LLC
N/A—15,144-15,144-100%$810.2K———
SHP Wealth Management
N/A—13,917-13,917-100%$744.6K———
Renaissance Technologies LLC
N/A—13,700-13,700-100%$733.0K———
Yukon Wealth Management, Inc.
N/A—12,456-12,456-100%$666.4K———
Callan Family Office, LLC
N/A—12,003-12,003-100%$642.2K———
Ancora Advisors LLCA
N/A—11,551-11,551-100%$618.0K———
Benjamin Edwards Inc
N/A—10,995-10,995-100%$588.2K———
Scotia Capital Inc.
N/A—10,740-10,740-100%$574.6K———
Investors Portfolio Services LLC
N/A—10,013-10,013-100%$535.7K———
Resolute Wealth Strategies, LLC
N/A—9,723-9,723-100%$520.2K———
Beckerman Institutional, LLC
N/A—9,314-9,314-100%$498.3K———
Waverly Advisors, LLC
N/A—8,570-8,570-100%$458.5K———
IMA Advisory Services, Inc.
N/A—8,479-8,479-100%$453.6K———
World Investment Advisors
N/A—8,343-8,343-100%$447.4K———
OneDigital Investment Advisors LLC
N/A—6,789-6,789-100%$363.2K———
WNY Asset Management, LLC
N/A—6,154-6,154-100%$329.3K———
Carter Financial, LLC
N/A—5,853-5,853-100%$313.1K———
Summit Wealth Partners, LLC
N/A—5,828-5,828-100%$311.8K———
Advisory Services Network, LLC
N/A—5,776-5,776-100%$309.0K———
Orion Porfolio Solutions, LLC
N/A—5,633-5,633-100%$301.4K———
Sequent Planning LLC
N/A—5,374-5,374-100%$287.5K———
Prospect Financial Services LLC
N/A—5,298-5,298-100%$283.4K———
Cladis Investment Advisory, LLC
N/A—5,235-5,235-100%$280.1K———
Perennial Investment Advisors, LLC
N/A—5,227-5,227-100%$279.7K———
Morgan Stanley
N/A—4,595-4,595-100%$245.8K———
Capital Analysts, LLC
N/A—4,176-4,176-100%$223.0K———
Principal Securities, Inc.
N/A—4,082-4,082-100%$218.4K———
Kerr Financial Planning Corp
N/A—3,940-3,940-100%$210.8K———
Strategic Financial Concepts, LLC
N/A—3,796-3,796-100%$203.1K———
Goldman Sachs Group Inc
N/A—3,781-3,781-100%$202.3K———
O'rourke & Company, Inc
N/A—3,748-3,748-100%$200.6K———
Cary Street Partners Financial LLC
N/A—2,072-2,072-100%$110.9K———
Arax Advisory Partners
N/A—2,046-2,046-100%$109.4K———
Rockefeller Capital Management L.P.
N/A—1,411-1,411-100%$75.5K———
Steward Partners Investment Advisory, LLC
N/A—1,405-1,405-100%$75.1K———
Qube Research & Technologies Ltd
N/A—1,257-1,257-100%$67.3K———
LGT Financial Advisors LLC
N/A—1,184-1,184-100%$63.4K———
Northwestern Mutual Wealth Management Co
N/A—1,180-1,180-100%$63.1K———
Burnham & Co LLC
N/A—1,150-1,150-100%$61.5K———
Transamerica Financial Advisors, LLC
N/A—1,011-1,011-100%$54.1K———
Mark Sheptoff Financial Planning, LLC
N/A—485-485-100%$25.9K———
Aptus Capital Advisors, LLC
N/A—349-349-100%$18.7K———
Truvestments Capital LLC
N/A—343-343-100%$18.4K———
Bernard Wealth Management Corp.
N/A—225-225-100%$12.0K———
Colonial Trust Co / SC
N/A—94-94-100%$5.0K———
Fiduciary Financial Advisors
N/A—48-48-100%$2.6K———
Showing 357 of 357 institutions