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JPMorgan US Tech Leaders (JTEK)

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
Shares474,557 from 525,975
Change-51,418 (-10%)
Value$49.9M (-$8.8M)
Filed 2026-11-06
Hughes Financial Services, LLC
INCREASED
Shares396,006 from 381,610
Change+14,396 (+4%)
Value$39.3M (-$3.3M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares252,024 from 223,976
Change+28,048 (+13%)
Value$26.5M (+$1.5M)
Filed 2026-11-02
Pine Valley Investments Ltd Liability Co
INCREASED
Shares152,739 from 150,776
Change+1,963 (+1%)
Value$16.1M (-$751.9K)
Filed 2026-11-09
SilverOak Wealth Management LLC
DECREASED
Shares130,254 from 130,813
Change-559 (0%)
Value$13.7M (-$890.3K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares125,343 from 128,966
Change-3,623 (-3%)
Value$13.2M (-$1.2M)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares122,025 from 120,621
Change+1,404 (+1%)
Value$12.8M (-$619.0K)
Filed 2026-11-05
ERn Financial, LLC
INCREASED
Shares121,065 from 120,322
Change+743 (+1%)
Value$12.7M (-$686.7K)
Filed 2026-10-28
Freedom Financial Partners LLC
INCREASED
Shares120,649 from 113,072
Change+7,577 (+7%)
Value$12.7M (+$78.3K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
DECREASED
Shares97,725 from 99,779
Change-2,054 (-2%)
Value$10.3M (-$850.3K)
Filed 2026-11-06
Foundry Financial Group, Inc.
INCREASED
Shares87,142 from 85,879
Change+1,263 (+1%)
Value$9.2M (-$413.0K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares83,129 from 82,962
Change+167 (+0%)
Value$8.7M (-$509.8K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
DECREASED
Shares78,734 from 95,047
Change-16,313 (-17%)
Value$8.3M (-$2.3M)
Filed 2026-11-02
Hartford Financial Management Inc.
INCREASED
Shares70,380 from 69,188
Change+1,192 (+2%)
Value$7.4M (-$314.4K)
Filed 2026-10-21
Welch Financial Planning, LLC
DECREASED
Shares68,144 from 78,989
Change-10,845 (-14%)
Value$7.2M (-$1.6M)
Filed 2026-11-06
Fagan Associates, Inc.
INCREASED
Shares67,978 from 67,866
Change+112 (+0%)
Value$7.2M (-$419.6K)
Filed 2026-10-13
Private Wealth Partners, LLC
DECREASED
Shares49,170 from 59,745
Change-10,575 (-18%)
Value$5.2M (-$1.5M)
Filed 2026-10-22
Guided Capital Wealth Management, LLC
DECREASED
Shares45,317 from 45,554
Change-237 (-1%)
Value$4.8M (-$314.5K)
Filed 2026-10-21
Integras Partners LLC
DECREASED
Shares42,566 from 43,437
Change-871 (-2%)
Value$4.5M (-$367.7K)
Filed 2026-10-30
Genesis Private Wealth, LLC
INCREASED
Shares41,832 from 40,105
Change+1,727 (+4%)
Value$4.4M (-$73.3K)
Filed 2026-11-02
Potentia Wealth
INCREASED
Shares40,033 from 39,266
Change+767 (+2%)
Value$4.2M (-$168.9K)
Filed 2026-11-09
Krilogy Financial LLC
INCREASED
Shares36,765 from 34,501
Change+2,264 (+7%)
Value$3.9M (+$45.1K)
Filed 2026-10-13
Tableaux LLC
INCREASED
Shares36,200 from 35,169
Change+1,031 (+3%)
Value$3.8M (-$115.1K)
Filed 2026-10-23
Symphony Financial Services, Inc.
INCREASED
Shares35,153 from 33,892
Change+1,261 (+4%)
Value$3.7M (-$82.8K)
Filed 2026-11-09
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares34,979 from 12,297
Change+22,682 (+184%)
Value$3.7M (+$2.3M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares32,873 from 36,422
Change-3,549 (-10%)
Value$3.5M (-$605.0K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
INCREASED
Shares32,376 from 31,409
Change+967 (+3%)
Value$3.4M (-$97.9K)
Filed 2026-10-09
Vestor Capital, LLC
INCREASED
Shares32,318 from 4,646
Change+27,672 (+596%)
Value$4.1K (+$3.9K)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares29,376 from 29,376
Change0 (0%)
Value$3.1M (-$186.7K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
DECREASED
Shares28,294 from 31,849
Change-3,555 (-11%)
Value$3.0M (-$576.4K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares28,266 from 30,524
Change-2,258 (-7%)
Value$3.0M (-$431.6K)
Filed 2026-10-13
Silver OAK Securities, Incorporated
INCREASED
Shares28,024 from 26,709
Change+1,315 (+5%)
Value$2.4M (-$546.4K)
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares24,762 from 27,742
Change-2,980 (-11%)
Value$2.6M (-$489.8K)
Filed 2026-10-28
Founders Financial Securities LLC
DECREASED
Shares23,524 from 23,649
Change-125 (-1%)
Value$2.5M (-$163.5K)
Filed 2026-10-28
Base Wealth Management LLC
INCREASED
Shares22,101 from 20,016
Change+2,085 (+10%)
Value$2.3M (+$92.1K)
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares22,077 from 17,242
Change+4,835 (+28%)
Value$2.3M (+$399.0K)
Filed 2026-11-03
Blvd Private Wealth, LLC
DECREASED
Shares21,082 from 21,396
Change-314 (-1%)
Value$2.2M (-$169.1K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
DECREASED
Shares20,100 from 20,494
Change-394 (-2%)
Value$2.1M (+$2.1M)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares18,860 from 18,028
Change+832 (+5%)
Value$2.0M (-$27.0K)
Filed 2026-10-14
Atticus Wealth Management, LLC
DECREASED
Shares15,399 from 19,733
Change-4,334 (-22%)
Value$1.6M (-$581.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares14,606 from 1,930
Change+12,676 (+657%)
Value$1.5M (+$1.3M)
Filed 2026-10-23
Wagner Wealth Management, LLC
INCREASED
Shares13,344 from 13,247
Change+97 (+1%)
Value$1.4M (-$74.0K)
Filed 2026-10-21
Mattern Capital Management, LLC
INCREASED
Shares12,076 from 10,242
Change+1,834 (+18%)
Value$1.3M (+$127.8K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares12,026 from 11,991
Change+35 (+0%)
Value$1.3M (-$72.5K)
Filed 2026-10-19
Peck Wealth Management, LLC
DECREASED
Shares10,925 from 15,745
Change-4,820 (-31%)
Value$1.1M (-$607.1K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares9,941 from 7,689
Change+2,252 (+29%)
Value$1.0M (+$188.0K)
Filed 2026-11-03
Lionsbridge Wealth Management LLC
NEW
Shares9,917
Change+9,917
Value$1.0M
Filed 2026-10-26
MBL Wealth, LLC
DECREASED
Shares9,210 from 16,254
Change-7,044 (-43%)
Value$968.8K (-$844.3K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares8,911 from 9,041
Change-130 (-1%)
Value$944.6K (-$989)
Filed 2026-10-13
Macro Advisors, Inc.
DECREASED
Shares8,457 from 14,367
Change-5,910 (-41%)
Value$889.6K (-$713.0K)
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares8,355 from 8,398
Change-43 (-1%)
Value$878.9K (-$57.9K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares8,069 from 8,019
Change+50 (+1%)
Value$848.8K (-$45.7K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares7,907 from 7,409
Change+498 (+7%)
Value$831.8K (+$5.3K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares7,173 from 4,043
Change+3,130 (+77%)
Value$754.6K (+$303.6K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares6,787 from 7,104
Change-317 (-4%)
Value$714.0K (-$78.5K)
Filed 2026-10-07
55 North Private Wealth, LLC
UNCHANGED
Shares6,685 from 6,685
Change0 (0%)
Value$703.2K (-$42.5K)
Filed 2026-10-20
EnRich Financial Partners LLC
DECREASED
Shares6,068 from 6,121
Change-53 (-1%)
Value$638.3K (-$44.5K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares5,798
Change+5,798
Value$573
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares5,313 from 11,795
Change-6,482 (-55%)
Value$558.9K (-$756.9K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares4,989 from 4,989
Change0 (0%)
Value$524.8K (-$31.7K)
Filed 2026-10-08
Ignite Planners, LLC
DECREASED
Shares4,920 from 8,094
Change-3,174 (-39%)
Value$517.8K (-$387.7K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
NEW
Shares4,388
Change+4,388
Value$461.5K
Filed 2026-11-09
Wedbush Securities Inc
INCREASED
Shares4,300 from 2,503
Change+1,797 (+72%)
Value$452.0K (+$173.0K)
Filed 2026-10-22
Mountain Capital Investment Advisors Inc.
DECREASED
Shares4,172 from 4,488
Change-316 (-7%)
Value$438.9K (-$61.8K)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
INCREASED
Shares4,048 from 3,963
Change+85 (+2%)
Value$425.8K (-$16.3K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares3,862 from 4,327
Change-465 (-11%)
Value$406.3K (-$76.4K)
Filed 2026-10-16
Cordoba Advisory Partners LLC
UNCHANGED
Shares3,704 from 3,704
Change0 (0%)
Value$389.6K (-$23.5K)
Filed 2026-10-19
Cambridge Advisors Inc.
INCREASED
Shares3,684 from 3,417
Change+267 (+8%)
Value$387.5K (+$6.4K)
Filed 2026-10-19
SFG Wealth Management, Llc.
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$387.1K (-$23.4K)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares3,591 from 3,831
Change-240 (-6%)
Value$377.8K (-$49.6K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares3,232 from 3,232
Change0 (0%)
Value$340.0K (-$20.5K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares2,943 from 3,073
Change-130 (-4%)
Value$309.6K (-$33.2K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares2,834 from 1,468
Change+1,366 (+93%)
Value$298.1K (+$134.4K)
Filed 2026-10-26
Red Mountain Financial, LLC
INCREASED
Shares2,807 from 2,782
Change+25 (+1%)
Value$295.3K (-$15.1K)
Filed 2026-11-03
Sutton Place Investors LLC
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$263.9K (-$15.9K)
Filed 2026-10-20
Legacy Solutions, LLC
INCREASED
Shares2,496 from 2,292
Change+204 (+9%)
Value$262.6K (+$6.9K)
Filed 2026-10-07
Ascent Group, LLC
INCREASED
Shares2,495 from 2,490
Change+5 (+0%)
Value$262.5K (-$15.3K)
Filed 2026-10-30
Blue Water Asset Management
INCREASED
Shares2,482 from 2,473
Change+9 (+0%)
Value$261.1K (-$14.8K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares2,473 from 2,286
Change+187 (+8%)
Value$260.1K (+$5.1K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares2,180 from 2,062
Change+118 (+6%)
Value$229.3K (-$694)
Filed 2026-10-15
Gill Capital Partners, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$203.7K (-$12.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares1,482 from 285
Change+1,197 (+420%)
Value$155.9K (+$124.1K)
Filed 2026-10-08
Steph & Co
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$136.8K (-$8.3K)
Filed 2026-10-07
Richardson Financial Services Inc.
DECREASED
Shares1,284 from 1,285
Change-1 (0%)
Value$135.1K (-$8.3K)
Filed 2026-10-30
Financially Speaking Inc
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$96.8K (+$23.6K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares661 from 623
Change+38 (+6%)
Value$68.6K (-$931)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares500
Change+500
Value$52.6K
Filed 2026-11-05
Bank of Montreal
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$42.1K (-$2.5K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$44.5K ($0)
Filed 2026-11-06
Burk Holdings LLC
NEW
Shares348
Change+348
Value$36.6K
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$27.5K (-$1.7K)
Filed 2026-10-06
Godsey & Gibb, Inc
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$20.7K (-$1.3K)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares159
Change+159
Value$16.7K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$16.7K (-$1.0K)
Filed 2026-10-20
10Elms LLP
NEW
Shares155
Change+155
Value$16.3K
Filed 2026-11-06
Asset Dedication, LLC
NEW
Shares134
Change+134
Value$14.1K
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$11.7K (-$705)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.6K (-$700)
Filed 2026-10-30
TD Waterhouse Canada Inc.
NEW
Shares96
Change+96
Value$10.2K
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares95
Change+95
Value$10.0K
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$9.7K (-$585)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares82
Change+82
Value$8.6K
Filed 2026-10-29
Larson Financial Group LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.2K (-$433)
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares63
Change+63
Value$6.6K
Filed 2026-11-06
Team Financial Group, LLC
NEW
Shares54
Change+54
Value$5.7K
Filed 2026-10-30
Harbour Investments, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.4K (-$267)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares21 from 32
Change-11 (-34%)
Value$2.2K (-$1.4K)
Filed 2026-11-06
Newton One Investments LLC
NEW
Shares19
Change+19
Value$2.0K
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares14
Change+14
Value$1.5K
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$76)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.2K (-$70)
Filed 2026-10-15
Nemes Rush Group LLC
NEW
Shares10
Change+10
Value$1.1K
Filed 2026-11-04
US Bancorp \de\
NEW
Shares8
Change+8
Value$842
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED
Shares8 from 2,114
Change-2,106 (-100%)
Value$841 (-$235.0K)
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$842 (-$50)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$211 (-$13)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$105 (-$7)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 2,380
Change-2,380 (-100%)
Value$0 (-$265.5K)
Filed 2026-11-05
Bank of New York Mellon Corp
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-05
GFS Advisors, LLC
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$242.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$51.5K)
Filed 2026-11-02
BankPlus Trust Department
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$29.3K)
Filed 2026-11-06
Armor Investment Advisors, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-27
JPMorgan Chase & Co
N/A
Shares— from 3,795,908
Change-3,795,908 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 937,516
Change-937,516 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 533,847
Change-533,847 (-100%)
Value—
UBS Group AG
N/A
Shares— from 413,281
Change-413,281 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 397,707
Change-397,707 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 332,367
Change-332,367 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 230,826
Change-230,826 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 221,237
Change-221,237 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 182,483
Change-182,483 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 159,888
Change-159,888 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 149,519
Change-149,519 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 135,700
Change-135,700 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 107,256
Change-107,256 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 106,688
Change-106,688 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 89,432
Change-89,432 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,247
Change-83,247 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 73,375
Change-73,375 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 64,115
Change-64,115 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 51,946
Change-51,946 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,446
Change-51,446 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 44,387
Change-44,387 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 44,109
Change-44,109 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 35,260
Change-35,260 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 33,326
Change-33,326 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 30,369
Change-30,369 (-100%)
Value—
&partners
N/A
Shares— from 29,666
Change-29,666 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,662
Change-23,662 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 23,435
Change-23,435 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,495
Change-21,495 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 16,509
Change-16,509 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,067
Change-16,067 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,452
Change-15,452 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,231
Change-12,231 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,386
Change-11,386 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,902
Change-10,902 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 7,990
Change-7,990 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 925
Change-925 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 403
Change-403 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 210
Change-210 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 113
Change-113 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 84
Change-84 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 79
Change-79 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 72
Change-72 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
LPL Financial LLC
DECREASED474,557525,975-51,418-10%$58.7M$49.9M-$8.8M2026-11-06
Hughes Financial Services, LLC
INCREASED396,006381,610+14,396+4%$42.6M$39.3M-$3.3M2026-10-30
Kestra Advisory Services, LLC
INCREASED252,024223,976+28,048+13%$25.0M$26.5M+$1.5M2026-11-02
Pine Valley Investments Ltd Liability Co
INCREASED152,739150,776+1,963+1%$16.8M$16.1M-$751.9K2026-11-09
SilverOak Wealth Management LLC
DECREASED130,254130,813-5590%$14.6M$13.7M-$890.3K2026-10-29
Commonwealth Equity Services, LLC
DECREASED125,343128,966-3,623-3%$14.4M$13.2M-$1.2M2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED122,025120,621+1,404+1%$13.5M$12.8M-$619.0K2026-11-05
ERn Financial, LLC
INCREASED121,065120,322+743+1%$13.4M$12.7M-$686.7K2026-10-28
Freedom Financial Partners LLC
INCREASED120,649113,072+7,577+7%$12.6M$12.7M+$78.3K2026-10-19
Legacy Edge Advisors, LLC
DECREASED97,72599,779-2,054-2%$11.1M$10.3M-$850.3K2026-11-06
Foundry Financial Group, Inc.
INCREASED87,14285,879+1,263+1%$9.6M$9.2M-$413.0K2026-10-28
Assetmark, Inc
INCREASED83,12982,962+167+0%$9.3M$8.7M-$509.8K2026-10-21
Quadcap Wealth Management, LLC
DECREASED78,73495,047-16,313-17%$10.6M$8.3M-$2.3M2026-11-02
Hartford Financial Management Inc.
INCREASED70,38069,188+1,192+2%$7.7M$7.4M-$314.4K2026-10-21
Welch Financial Planning, LLC
DECREASED68,14478,989-10,845-14%$8.8M$7.2M-$1.6M2026-11-06
Fagan Associates, Inc.
INCREASED67,97867,866+112+0%$7.6M$7.2M-$419.6K2026-10-13
Private Wealth Partners, LLC
DECREASED49,17059,745-10,575-18%$6.7M$5.2M-$1.5M2026-10-22
Guided Capital Wealth Management, LLC
DECREASED45,31745,554-237-1%$5.1M$4.8M-$314.5K2026-10-21
Integras Partners LLC
DECREASED42,56643,437-871-2%$4.8M$4.5M-$367.7K2026-10-30
Genesis Private Wealth, LLC
INCREASED41,83240,105+1,727+4%$4.5M$4.4M-$73.3K2026-11-02
Potentia Wealth
INCREASED40,03339,266+767+2%$4.4M$4.2M-$168.9K2026-11-09
Krilogy Financial LLC
INCREASED36,76534,501+2,264+7%$3.8M$3.9M+$45.1K2026-10-13
Tableaux LLC
INCREASED36,20035,169+1,031+3%$3.9M$3.8M-$115.1K2026-10-23
Symphony Financial Services, Inc.
INCREASED35,15333,892+1,261+4%$3.8M$3.7M-$82.8K2026-11-09
Paradigm, Strategies in Wealth Management, LLC
INCREASED34,97912,297+22,682+184%$1.4M$3.7M+$2.3M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED32,87336,422-3,549-10%$4.1M$3.5M-$605.0K2026-11-02
Valley Wealth Managers, Inc.
INCREASED32,37631,409+967+3%$3.5M$3.4M-$97.9K2026-10-09
Vestor Capital, LLC
INCREASED32,3184,646+27,672+596%$232$4.1K+$3.9K2026-11-04
Clearstead Advisors, LLC
UNCHANGED29,37629,37600%$3.3M$3.1M-$186.7K2026-11-06
N.E.W. Advisory Services LLC
DECREASED28,29431,849-3,555-11%$3.6M$3.0M-$576.4K2026-11-09
Independent Financial Group, LLC
DECREASED28,26630,524-2,258-7%$3.4M$3.0M-$431.6K2026-10-13
Silver OAK Securities, Incorporated
INCREASED28,02426,709+1,315+5%$3.0M$2.4M-$546.4K2026-11-09
Choreo, LLC
DECREASED24,76227,742-2,980-11%$3.1M$2.6M-$489.8K2026-10-28
Founders Financial Securities LLC
DECREASED23,52423,649-125-1%$2.6M$2.5M-$163.5K2026-10-28
Base Wealth Management LLC
INCREASED22,10120,016+2,085+10%$2.2M$2.3M+$92.1K2026-10-21
Mcdonald Partners LLC
INCREASED22,07717,242+4,835+28%$1.9M$2.3M+$399.0K2026-11-03
Blvd Private Wealth, LLC
DECREASED21,08221,396-314-1%$2.4M$2.2M-$169.1K2026-10-14
Ulland Investment Advisors, LLC
DECREASED20,10020,494-394-2%$2.3K$2.1M+$2.1M2026-10-13
Triumph Capital Management
INCREASED18,86018,028+832+5%$2.0M$2.0M-$27.0K2026-10-14
Atticus Wealth Management, LLC
DECREASED15,39919,733-4,334-22%$2.2M$1.6M-$581.4K2026-10-20
Apollon Wealth Management, LLC
INCREASED14,6061,930+12,676+657%$215.3K$1.5M+$1.3M2026-10-23
Wagner Wealth Management, LLC
INCREASED13,34413,247+97+1%$1.5M$1.4M-$74.0K2026-10-21
Mattern Capital Management, LLC
INCREASED12,07610,242+1,834+18%$1.1M$1.3M+$127.8K2026-11-02
Archford Capital Strategies, LLC
INCREASED12,02611,991+35+0%$1.3M$1.3M-$72.5K2026-10-19
Peck Wealth Management, LLC
DECREASED10,92515,745-4,820-31%$1.8M$1.1M-$607.1K2026-10-29
Endowment Wealth Management, Inc.
INCREASED9,9417,689+2,252+29%$857.7K$1.0M+$188.0K2026-11-03
Lionsbridge Wealth Management LLC
NEW9,917—+9,917——$1.0M—2026-10-26
MBL Wealth, LLC
DECREASED9,21016,254-7,044-43%$1.8M$968.8K-$844.3K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED8,9119,041-130-1%$945.6K$944.6K-$9892026-10-13
Macro Advisors, Inc.
DECREASED8,45714,367-5,910-41%$1.6M$889.6K-$713.0K2026-11-09
Fifth Third Bancorp
DECREASED8,3558,398-43-1%$936.8K$878.9K-$57.9K2026-11-05
IFP Advisors, Inc
INCREASED8,0698,019+50+1%$894.5K$848.8K-$45.7K2026-10-16
Creative Planning
INCREASED7,9077,409+498+7%$826.5K$831.8K+$5.3K2026-11-02
Principal Financial Group Inc
INCREASED7,1734,043+3,130+77%$451.0K$754.6K+$303.6K2026-11-02
Cooper Financial Group
DECREASED6,7877,104-317-4%$792.5K$714.0K-$78.5K2026-10-07
55 North Private Wealth, LLC
UNCHANGED6,6856,68500%$745.7K$703.2K-$42.5K2026-10-20
EnRich Financial Partners LLC
DECREASED6,0686,121-53-1%$682.8K$638.3K-$44.5K2026-10-21
M Holdings Securities, Inc.
NEW5,798—+5,798——$573—2026-11-03
Fulton Bank, N.A.
DECREASED5,31311,795-6,482-55%$1.3M$558.9K-$756.9K2026-10-14
Avidian Wealth Enterprises, LLC
UNCHANGED4,9894,98900%$556.5K$524.8K-$31.7K2026-10-08
Ignite Planners, LLC
DECREASED4,9208,094-3,174-39%$905.5K$517.8K-$387.7K2026-10-14
Great Valley Advisor Group, Inc.
NEW4,388—+4,388——$461.5K—2026-11-09
Wedbush Securities Inc
INCREASED4,3002,503+1,797+72%$279.0K$452.0K+$173.0K2026-10-22
Mountain Capital Investment Advisors Inc.
DECREASED4,1724,488-316-7%$500.7K$438.9K-$61.8K2026-11-06
Beaumont Financial Advisors, LLC
INCREASED4,0483,963+85+2%$442.1K$425.8K-$16.3K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED3,8624,327-465-11%$482.7K$406.3K-$76.4K2026-10-16
Cordoba Advisory Partners LLC
UNCHANGED3,7043,70400%$413.2K$389.6K-$23.5K2026-10-19
Cambridge Advisors Inc.
INCREASED3,6843,417+267+8%$381.2K$387.5K+$6.4K2026-10-19
SFG Wealth Management, Llc.
UNCHANGED3,6803,68000%$410.5K$387.1K-$23.4K2026-10-23
Fermata Advisors, LLC
DECREASED3,5913,831-240-6%$427.4K$377.8K-$49.6K2026-10-13
Elevation Point Wealth Partners, LLC
UNCHANGED3,2323,23200%$360.5K$340.0K-$20.5K2026-11-05
Avantax Planning Partners, Inc.
DECREASED2,9433,073-130-4%$342.8K$309.6K-$33.2K2026-11-03
Security National Bank
INCREASED2,8341,468+1,366+93%$163.8K$298.1K+$134.4K2026-10-26
Red Mountain Financial, LLC
INCREASED2,8072,782+25+1%$310.3K$295.3K-$15.1K2026-11-03
Sutton Place Investors LLC
UNCHANGED2,5092,50900%$279.9K$263.9K-$15.9K2026-10-20
Legacy Solutions, LLC
INCREASED2,4962,292+204+9%$255.7K$262.6K+$6.9K2026-10-07
Ascent Group, LLC
INCREASED2,4952,490+5+0%$277.8K$262.5K-$15.3K2026-10-30
Blue Water Asset Management
INCREASED2,4822,473+9+0%$275.9K$261.1K-$14.8K2026-11-04
Valmark Advisers, Inc.
INCREASED2,4732,286+187+8%$255.0K$260.1K+$5.1K2026-11-06
Atria Investments, Inc
INCREASED2,1802,062+118+6%$230.0K$229.3K-$6942026-10-15
Gill Capital Partners, LLC
UNCHANGED1,9361,93600%$216.0K$203.7K-$12.3K2026-10-13
Farther Finance Advisors, LLC
INCREASED1,482285+1,197+420%$31.8K$155.9K+$124.1K2026-10-08
Steph & Co
UNCHANGED1,3001,30000%$145.0K$136.8K-$8.3K2026-10-07
Richardson Financial Services Inc.
DECREASED1,2841,285-10%$143.3K$135.1K-$8.3K2026-10-30
Financially Speaking Inc
UNCHANGED92092000%$73.2K$96.8K+$23.6K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED661623+38+6%$69.5K$68.6K-$9312026-10-30
Jacobi Capital Management LLC
NEW500—+500——$52.6K—2026-11-05
Bank of Montreal
UNCHANGED40040000%$44.6K$42.1K-$2.5K2026-11-09
Allworth Financial LP
UNCHANGED39939900%$44.5K$44.5K$02026-11-06
Burk Holdings LLC
NEW348—+348——$36.6K—2026-11-05
Bangor Savings Bank
UNCHANGED26126100%$29.1K$27.5K-$1.7K2026-10-06
Godsey & Gibb, Inc
UNCHANGED19719700%$22.0K$20.7K-$1.3K2026-10-14
Foresight Capital Management Advisors, Inc.
NEW159—+159——$16.7K—2026-10-27
Private Trust Co NA
UNCHANGED15915900%$17.7K$16.7K-$1.0K2026-10-20
10Elms LLP
NEW155—+155——$16.3K—2026-11-06
Asset Dedication, LLC
NEW134—+134——$14.1K—2026-11-03
Parallel Advisors, LLC
UNCHANGED11111100%$12.4K$11.7K-$7052026-11-03
Spire Wealth Management
UNCHANGED11011000%$12.3K$11.6K-$7002026-10-30
TD Waterhouse Canada Inc.
NEW96—+96——$10.2K—2026-10-16
Creative Financial Designs Inc
NEW95—+95——$10.0K—2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED929200%$10.3K$9.7K-$5852026-10-09
Signature Equity Partners, LLC
NEW82—+82——$8.6K—2026-10-29
Larson Financial Group LLC
UNCHANGED686800%$7.6K$7.2K-$4332026-11-05
PNC Financial Services Group, Inc.
NEW63—+63——$6.6K—2026-11-06
Team Financial Group, LLC
NEW54—+54——$5.7K—2026-10-30
Harbour Investments, Inc.
UNCHANGED424200%$4.7K$4.4K-$2672026-11-09
Russell Investments Group, Ltd.
DECREASED2132-11-34%$3.6K$2.2K-$1.4K2026-11-06
Newton One Investments LLC
NEW19—+19——$2.0K—2026-10-14
Root Financial Partners, LLC
NEW14—+14——$1.5K—2026-10-21
Valley National Advisers Inc
UNCHANGED121200%$1.3K$1.3K-$762026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED111100%$1.2K$1.2K-$702026-10-15
Nemes Rush Group LLC
NEW10—+10——$1.1K—2026-11-04
US Bancorp \de\
NEW8—+8——$842—2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED82,114-2,106-100%$235.8K$841-$235.0K2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED8800%$892$842-$502026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED2200%$224$211-$132026-10-16
Rossby Financial, LCC
UNCHANGED1100%$112$105-$72026-11-05
J.W. Cole Advisors, Inc.
CLOSED02,380-2,380-100%$265.5K$0-$265.5K2026-11-05
Bank of New York Mellon Corp
CLOSED01,831-1,831-100%$204.2K$0-$204.2K2026-11-05
GFS Advisors, LLC
CLOSED01,360-1,360-100%$242.8K$0-$242.8K2026-11-03
International Assets Investment Management, LLC
CLOSED0475-475-100%$51.5K$0-$51.5K2026-11-02
BankPlus Trust Department
CLOSED0263-263-100%$29.3K$0-$29.3K2026-11-06
Armor Investment Advisors, LLC
CLOSED020-20-100%$2.2K$0-$2.2K2026-10-27
JPMorgan Chase & Co
N/A—3,795,908-3,795,908-100%$410.3M———
Wells Fargo & Company
N/A—937,516-937,516-100%$104.6M———
Royal Bank of Canada
N/A—533,847-533,847-100%$59.6M———
UBS Group AG
N/A—413,281-413,281-100%$46.1M———
Composition Wealth, LLC
N/A—397,707-397,707-100%$44.4M———
Morgan Stanley
N/A—332,367-332,367-100%$37.1M———
Raymond James Financial Inc
N/A—230,826-230,826-100%$25.7M———
Envestnet Asset Management Inc
N/A—221,237-221,237-100%$24.7M———
Vertex Planning Partners, LLC
N/A—182,483-182,483-100%$20.4M———
MML Investors Services, LLC
N/A—159,888-159,888-100%$17.8M———
Tradition Wealth Management, LLC
N/A—149,519-149,519-100%$16.7M———
Jones Financial Companies Lllp
N/A—135,700-135,700-100%$14.2M———
Osaic Holdings, Inc.
N/A—107,256-107,256-100%$12.0M———
NewEdge Wealth, LLC
N/A—106,688-106,688-100%$11.9M———
Sanctuary Advisors, LLC
N/A—89,432-89,432-100%$10.0M———
Cetera Investment Advisers
N/A—83,247-83,247-100%$9.3M———
Yarger Wealth Strategies, LLC
N/A—73,375-73,375-100%$7.7M———
CVA Family Office, LLC
N/A—64,115-64,115-100%$7.2M———
Goldman Sachs Group Inc
N/A—51,946-51,946-100%$5.8M———
Private Advisor Group, LLC
N/A—51,446-51,446-100%$5.7M———
National Philanthropic Trust
N/A—44,387-44,387-100%$5.0M———
Circle Wealth Management, LLC
N/A—44,109-44,109-100%$4.9M———
NewEdge Advisors, LLC
N/A—35,260-35,260-100%$3.9M———
Janney Montgomery Scott LLC
N/A—33,326-33,326-100%$3.7M———
Tower Research Capital LLC (TRC)
N/A—30,369-30,369-100%$3.4M———
&partners
N/A—29,666-29,666-100%$3.3M———
HighTower Advisors, LLC
N/A—23,662-23,662-100%$2.6M———
Horizon Investments, LLC
N/A—23,435-23,435-100%$2.6M———
Bank of America Corp
N/A—22,826-22,826-100%$2.5M———
Citadel Advisors LLC
N/A—21,495-21,495-100%$2.4M———
Quadrature Capital Ltd
N/A—16,509-16,509-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—16,067-16,067-100%$1.8M———
Silvercrest Asset Management Group LLC
N/A—15,452-15,452-100%$1.7M———
XTX Topco Ltd
N/A—14,641-14,641-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—12,231-12,231-100%$1.4M———
Ankerstar Wealth, LLC
N/A—12,038-12,038-100%$1.3M———
Stifel Financial Corp
N/A—11,386-11,386-100%$1.3M———
Susquehanna International Group, LLP
N/A—10,902-10,902-100%$1.2M———
Renaissance Technologies LLC
N/A—10,100-10,100-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—10,054-10,054-100%$1.1M———
Quantinno Capital Management LP
N/A—8,825-8,825-100%$984.4K———
Stelac Advisory Services LLC
N/A—7,990-7,990-100%$891.3K———
Mariner, LLC
N/A—6,549-6,549-100%$730.6K———
Family Manage LLC
N/A—6,480-6,480-100%$722.9K———
Focus Partners Wealth
N/A—6,011-6,011-100%$670.5K———
HighMark Wealth Management LLC
N/A—5,085-5,085-100%$567.2K———
AQR Capital Management LLC
N/A—4,727-4,727-100%$527.3K———
Mutual Advisors, LLC
N/A—4,429-4,429-100%$494.1K———
Eldridge Investment Advisors, Inc.
N/A—4,404-4,404-100%$491.3K———
Twin Peaks Wealth Advisors, LLC
N/A—3,880-3,880-100%$432.8K———
Cary Street Partners Financial LLC
N/A—3,850-3,850-100%$429.5K———
World Investment Advisors
N/A—3,725-3,725-100%$296.3K———
TD Capital Management LLC
N/A—3,639-3,639-100%$405.9K———
Resolute Wealth Strategies, LLC
N/A—3,417-3,417-100%$381.2K———
Vestmark Advisory Solutions, Inc.
N/A—3,232-3,232-100%$360.5K———
Jane Street Group, LLC
N/A—3,029-3,029-100%$337.9K———
Patron Partners, LLC
N/A—2,675-2,675-100%$298.4K———
FMR LLC
N/A—2,085-2,085-100%$232.6K———
Waverly Advisors, LLC
N/A—2,053-2,053-100%$229.0K———
Protective Life Corp
N/A—1,054-1,054-100%$117.6K———
Rockefeller Capital Management L.P.
N/A—925-925-100%$103.2K———
Aventura Private Wealth, LLC
N/A—902-902-100%$100.6K———
Steward Partners Investment Advisory, LLC
N/A—520-520-100%$58.0K———
Global Retirement Partners, LLC
N/A—408-408-100%$45.5K———
Northwestern Mutual Wealth Management Co
N/A—403-403-100%$45.0K———
Aptus Capital Advisors, LLC
N/A—304-304-100%$33.9K———
Regatta Research & Money Management
N/A—210-210-100%$23.4K———
Capital Analysts, LLC
N/A—137-137-100%$15———
AE Wealth Management LLC
N/A—113-113-100%$12.6K———
Copia Wealth Management
N/A—113-113-100%$12.6K———
Operose Advisors LLC
N/A—95-95-100%$10.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—84-84-100%$9.4K———
SHP Wealth Management
N/A—79-79-100%$8.8K———
Atlantic Union Bankshares Corp
N/A—72-72-100%$8.0K———
Huntington National Bank
N/A—10-10-100%$1.1K———
Showing 198 of 198 institutions