IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPM Interntl Value ETF (JIVE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,853,110 from 4,892,554
Change+960,556 (+20%)
Value$557.3M (+$107.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares664,020 from 315,799
Change+348,221 (+110%)
Value$63.2M (+$34.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares662,478 from 509,077
Change+153,401 (+30%)
Value$63.1K (-$46.7M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares457,712 from 172,098
Change+285,614 (+166%)
Value$43.6M (+$27.8M)
Filed 2026-11-04
Grant Street Asset Management, Inc.
INCREASED
Shares310,221 from 290,616
Change+19,605 (+7%)
Value$29.5M (+$2.8M)
Filed 2026-10-26
Greenwood Gearhart LLC
INCREASED
Shares288,817 from 270,228
Change+18,589 (+7%)
Value$27.5M (+$2.7M)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares287,417 from 253,083
Change+34,334 (+14%)
Value$27.4M (+$4.1M)
Filed 2026-10-07
Lineweaver Wealth Advisors, LLC
INCREASED
Shares196,073 from 192,301
Change+3,772 (+2%)
Value$18.7M (+$987.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares158,162 from 142,495
Change+15,667 (+11%)
Value$15.1M (+$2.0M)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares158,151 from 153,298
Change+4,853 (+3%)
Value$15.0M (+$923.2K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares154,687 from 108,257
Change+46,430 (+43%)
Value$14.7M (+$4.8M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares150,591 from 139,660
Change+10,931 (+8%)
Value$14.2M (+$1.5M)
Filed 2026-10-16
Verus Capital Partners, LLC
DECREASED
Shares146,263 from 148,795
Change-2,532 (-2%)
Value$13.9M (+$244.8K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares138,176 from 3,600
Change+134,576 (+3738%)
Value$13.2M (+$12.8M)
Filed 2026-10-14
Sard Wealth Management Group, LLC
NEW
Shares133,002
Change+133,002
Value$12.7M
Filed 2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED
Shares130,360 from 116,833
Change+13,527 (+12%)
Value$12.4M (+$1.7M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares118,348 from 124,719
Change-6,371 (-5%)
Value$11.3M (-$199.4K)
Filed 2026-10-21
KWB Wealth
DECREASED
Shares108,193 from 110,823
Change-2,630 (-2%)
Value$10.3M (+$111.4K)
Filed 2026-10-16
Plan Group Financial, LLC
INCREASED
Shares106,208 from 89,917
Change+16,291 (+18%)
Value$10.0M (+$1.8M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares105,516 from 78,847
Change+26,669 (+34%)
Value$10.0M (+$2.8M)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares96,626 from 92,398
Change+4,228 (+5%)
Value$9.2M (+$704.4K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares93,350 from 69,258
Change+24,092 (+35%)
Value$8.9M (+$2.5M)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares85,369 from 74,491
Change+10,878 (+15%)
Value$8.1M (+$1.3M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares83,410 from 48,959
Change+34,451 (+70%)
Value$7.9M (+$3.4M)
Filed 2026-10-16
Saxony Capital Management, LLC
INCREASED
Shares81,406 from 77,538
Change+3,868 (+5%)
Value$7.8M (+$621.5K)
Filed 2026-10-15
Thrivent Financial for Lutherans
NEW
Shares75,710
Change+75,710
Value$7.2M
Filed 2026-11-05
Hunter Associates Investment Management LLC
INCREASED
Shares75,294 from 68,957
Change+6,337 (+9%)
Value$7.2K (-$6.3M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares74,676 from 47,724
Change+26,952 (+56%)
Value$7.0M (+$2.6M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares74,426 from 42,959
Change+31,467 (+73%)
Value$7.1M (+$3.1M)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares73,998 from 81,689
Change-7,691 (-9%)
Value$7.0M (-$465.6K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares73,628 from 67,325
Change+6,303 (+9%)
Value$7.0M (+$820.0K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares71,535 from 57,815
Change+13,720 (+24%)
Value$6.8M (+$1.5M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares70,205 from 68,788
Change+1,417 (+2%)
Value$6.7M (+$359.6K)
Filed 2026-10-13
TKG Advisors, LLC
INCREASED
Shares66,993 from 66,219
Change+774 (+1%)
Value$6.4M (+$290.0K)
Filed 2026-11-02
Legacy Solutions, LLC
NEW
Shares64,374
Change+64,374
Value$6.1M
Filed 2026-10-07
Nikulski Financial, Inc.
INCREASED
Shares55,253 from 43,672
Change+11,581 (+27%)
Value$5.3M (+$1.2M)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares52,676 from 52,428
Change+248 (+0%)
Value$5.0M (+$194.8K)
Filed 2026-10-22
Larson Financial Group LLC
NEW
Shares51,673
Change+51,673
Value$4.9M
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares49,545 from 50,625
Change-1,080 (-2%)
Value$4.7M (+$62.5K)
Filed 2026-10-06
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares49,164 from 19,834
Change+29,330 (+148%)
Value$4.7M (+$2.9M)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares47,288 from 45,147
Change+2,141 (+5%)
Value$4.5M (+$351.3K)
Filed 2026-11-04
Wespac Advisors, LLC
INCREASED
Shares47,020 from 46,528
Change+492 (+1%)
Value$4.5M (+$198.8K)
Filed 2026-10-26
G&S Capital LLC
INCREASED
Shares46,991 from 45,007
Change+1,984 (+4%)
Value$4.5M (+$335.9K)
Filed 2026-10-23
Obsidian CIO, LLC
INCREASED
Shares45,853 from 39,333
Change+6,520 (+17%)
Value$4.4M (+$749.3K)
Filed 2026-11-05
Base Wealth Management LLC
INCREASED
Shares44,790 from 43,304
Change+1,486 (+3%)
Value$4.3M (+$282.9K)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED
Shares42,814 from 39,555
Change+3,259 (+8%)
Value$4.1M (+$439.6K)
Filed 2026-10-27
Retirement Guys Formula LLC
DECREASED
Shares42,405 from 43,842
Change-1,437 (-3%)
Value$4.0M (+$6.3K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares42,375 from 23,507
Change+18,868 (+80%)
Value$4.0M (+$1.9M)
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED
Shares39,352 from 39,687
Change-335 (-1%)
Value$3.7M (+$97.7K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares37,300 from 34,484
Change+2,816 (+8%)
Value$3.6M (+$380.8K)
Filed 2026-10-23
Emerald Advisors, LLC
DECREASED
Shares37,166 from 37,225
Change-59 (0%)
Value$3.5M (+$115.9K)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares32,058 from 33,300
Change-1,242 (-4%)
Value$3.1K (-$3.1M)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares30,874 from 28,876
Change+1,998 (+7%)
Value$2.9M (+$284.6K)
Filed 2026-10-23
Boyer Financial Services, Inc.
INCREASED
Shares26,143 from 22,235
Change+3,908 (+18%)
Value$2.5M (+$438.0K)
Filed 2026-10-23
Kaizen Financial Strategies
INCREASED
Shares26,069 from 21,960
Change+4,109 (+19%)
Value$2.5M (+$478.9K)
Filed 2026-10-09
Ignite Planners, LLC
NEW
Shares24,382
Change+24,382
Value$2.3M
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares20,525
Change+20,525
Value$2.0M
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares19,630 from 16,129
Change+3,501 (+22%)
Value$1.9M (+$386.0K)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED
Shares18,860 from 13,581
Change+5,279 (+39%)
Value$1.8M (+$547.0K)
Filed 2026-10-09
BigSur Wealth Management LLC
INCREASED
Shares16,590 from 11,250
Change+5,340 (+47%)
Value$1.6M (+$545.2K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares15,456 from 15,730
Change-274 (-2%)
Value$1.5M (+$25.3K)
Filed 2026-10-15
Titleist Asset Management, LLC
NEW
Shares14,851
Change+14,851
Value$1.4M
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
NEW
Shares14,425
Change+14,425
Value$551.8K
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares13,950 from 13,741
Change+209 (+2%)
Value$1.3M (+$64.8K)
Filed 2026-10-09
Visionary Wealth Advisors
INCREASED
Shares13,031 from 9,677
Change+3,354 (+35%)
Value$1.2M (+$350.9K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares12,774 from 15,759
Change-2,985 (-19%)
Value$1.2M (-$232.8K)
Filed 2026-10-29
Unique Wealth, LLC
DECREASED
Shares12,219 from 12,221
Change-2 (0%)
Value$1.2M (+$39.7K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
INCREASED
Shares11,435 from 10,326
Change+1,109 (+11%)
Value$1.1M (+$139.4K)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares11,147 from 10,757
Change+390 (+4%)
Value$1.1M (+$72.3K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares11,142 from 5,418
Change+5,724 (+106%)
Value$1.1M (+$562.7K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares10,087 from 10,259
Change-172 (-2%)
Value$946.3K (+$3.0K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares9,846 from 9,693
Change+153 (+2%)
Value$937.5K (+$46.2K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares9,626 from 9,203
Change+423 (+5%)
Value$916.5K (+$70.3K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares9,210
Change+9,210
Value$877.0K
Filed 2026-11-03
Essential Investment Partners LLC
INCREASED
Shares8,634 from 6,371
Change+2,263 (+36%)
Value$822.1K (+$236.3K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares8,251 from 8,621
Change-370 (-4%)
Value$785.6K (-$7.1K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,221 from 9,528
Change-1,307 (-14%)
Value$782.8K (-$93.3K)
Filed 2026-10-05
Lane Brothers & Co Inc
INCREASED
Shares8,083 from 6,498
Change+1,585 (+24%)
Value$769.7K (+$172.1K)
Filed 2026-11-02
Savant Capital, LLC
UNCHANGED
Shares7,807 from 7,807
Change0 (0%)
Value$743.4K (+$25.5K)
Filed 2026-11-06
Financial Partners Group, Inc
INCREASED
Shares7,321 from 3,183
Change+4,138 (+130%)
Value$697.1K (+$404.5K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares7,246 from 2,562
Change+4,684 (+183%)
Value$690.0K (+$454.4K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
NEW
Shares7,004
Change+7,004
Value$666.9K
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares6,924 from 6,347
Change+577 (+9%)
Value$659 (-$583.3K)
Filed 2026-10-22
Aprio Wealth Management, LLC
UNCHANGED
Shares6,720 from 6,720
Change0 (0%)
Value$639.9K (+$21.9K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares5,992 from 3,242
Change+2,750 (+85%)
Value$570.6K (+$272.4K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares5,935 from 4,580
Change+1,355 (+30%)
Value$565.1K (+$144.0K)
Filed 2026-11-06
Lockerman Financial Group, Inc.
DECREASED
Shares5,905 from 6,003
Change-98 (-2%)
Value$562.3K (+$10.3K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED
Shares5,825 from 4,225
Change+1,600 (+38%)
Value$555.6K (+$167.1K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares5,694 from 7,477
Change-1,783 (-24%)
Value$542.2K (-$145.3K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
DECREASED
Shares5,632 from 5,739
Change-107 (-2%)
Value$536.3K (+$8.6K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares5,542 from 4,868
Change+674 (+14%)
Value$527.7K (+$80.1K)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares5,529 from 5,760
Change-231 (-4%)
Value$526.5K (-$3.2K)
Filed 2026-10-30
Breakwater Investment Management
DECREASED
Shares5,479 from 5,589
Change-110 (-2%)
Value$521.7K (+$7.8K)
Filed 2026-10-20
Echo Wealth Management, LLC
INCREASED
Shares5,137 from 4,481
Change+656 (+15%)
Value$489.1K (+$77.1K)
Filed 2026-10-15
Creative Planning
NEW
Shares4,929
Change+4,929
Value$469.3K
Filed 2026-11-02
Lewis Asset Management, LLC
UNCHANGED
Shares4,596 from 4,596
Change0 (0%)
Value$437.6K (+$15.0K)
Filed 2026-10-14
Clear Point Advisors Inc.
INCREASED
Shares4,551 from 4,074
Change+477 (+12%)
Value$433.4K (+$58.7K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares4,359 from 4,249
Change+110 (+3%)
Value$415.1K (+$24.4K)
Filed 2026-10-20
Roger Wittlin Investment Advisory, LLC
UNCHANGED
Shares4,252 from 4,252
Change0 (0%)
Value$404.9K (+$13.9K)
Filed 2026-10-19
Elevation Wealth Management LLC
DECREASED
Shares4,204 from 4,271
Change-67 (-2%)
Value$400.3K (+$7.6K)
Filed 2026-11-02
Kingsman Wealth Management, Inc.
NEW
Shares4,174
Change+4,174
Value$397.5K
Filed 2026-10-13
A4 Wealth Advisors LLC
DECREASED
Shares4,083 from 5,042
Change-959 (-19%)
Value$388.8K (-$74.9K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
NEW
Shares4,069
Change+4,069
Value$387.5K
Filed 2026-10-13
EdgeRock Capital LLC
INCREASED
Shares4,055 from 2,720
Change+1,335 (+49%)
Value$386.1K (+$136.0K)
Filed 2026-11-03
Trademark Financial Management, LLC
NEW
Shares3,851
Change+3,851
Value$366.7K
Filed 2026-10-23
Ellerson Group Inc
NEW
Shares3,805
Change+3,805
Value$355.8K
Filed 2026-11-04
Traynor Capital Management, Inc.
INCREASED
Shares3,489 from 3,453
Change+36 (+1%)
Value$332.2K (+$14.7K)
Filed 2026-10-29
3Chopt Investment Partners, LLC
DECREASED
Shares3,361 from 3,443
Change-82 (-2%)
Value$320.0K (+$3.4K)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares3,349 from 3,096
Change+253 (+8%)
Value$318.9K (+$34.2K)
Filed 2026-10-28
HBW Advisory Services LLC
NEW
Shares3,290
Change+3,290
Value$313.3K
Filed 2026-10-15
Argyle Capital Partners, LLC
NEW
Shares3,219
Change+3,219
Value$306.5K
Filed 2026-10-23
International Assets Investment Management, LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$299.5K (+$9.8K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares3,134 from 2,342
Change+792 (+34%)
Value$294.7K (+$79.3K)
Filed 2026-10-15
Manchester Financial Inc
NEW
Shares3,101
Change+3,101
Value$295.3K
Filed 2026-10-15
Firethorn Wealth Partners, LLC
INCREASED
Shares2,843 from 2,575
Change+268 (+10%)
Value$270.7K (+$33.9K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares2,675 from 2,375
Change+300 (+13%)
Value$254.7K (+$36.3K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares2,554 from 2,588
Change-34 (-1%)
Value$243.2K (+$5.2K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
NEW
Shares2,543
Change+2,543
Value$242.1K
Filed 2026-10-26
Luts & Greenleigh Group, Inc.
INCREASED
Shares2,502 from 2,352
Change+150 (+6%)
Value$238.2K (+$22.0K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares2,485 from 2,598
Change-113 (-4%)
Value$236.6K (-$2.3K)
Filed 2026-10-29
Mascagni Wealth Management, Inc.
NEW
Shares2,406
Change+2,406
Value$229.1K
Filed 2026-10-23
Emergent Wealth Advisors, LLC
NEW
Shares2,342
Change+2,342
Value$223.0K
Filed 2026-10-09
Oppenheimer & Co Inc
NEW
Shares2,306
Change+2,306
Value$219.6K
Filed 2026-10-26
Independent Financial Group, LLC
NEW
Shares2,221
Change+2,221
Value$211.5K
Filed 2026-10-13
Richardson Financial Services Inc.
DECREASED
Shares1,763 from 1,795
Change-32 (-2%)
Value$167.9K (+$2.8K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares1,547 from 617
Change+930 (+151%)
Value$147.3K (+$90.6K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares972 from 1,015
Change-43 (-4%)
Value$94.2K (+$863)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$83.8K (+$2.9K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares832
Change+832
Value$79.2K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$70.3K ($0)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares422 from 34
Change+388 (+1141%)
Value$40.2K (+$37.1K)
Filed 2026-10-08
Register Financial Advisors LLC
NEW
Shares287
Change+287
Value$27.3K
Filed 2026-10-23
Nova Financial LLC
NEW
Shares277
Change+277
Value$26.4K
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED
Shares258 from 246
Change+12 (+5%)
Value$24.6K (+$1.9K)
Filed 2026-10-30
First Bancorp, Inc
NEW
Shares255
Change+255
Value$24.3K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares255 from 232
Change+23 (+10%)
Value$24.3K (+$2.9K)
Filed 2026-11-05
Peck Wealth Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23.8K (+$816)
Filed 2026-10-29
Horizon Financial Services, LLC
NEW
Shares146
Change+146
Value$13.9K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.5K (+$327)
Filed 2026-10-14
Signaturefd, LLC
NEW
Shares47
Change+47
Value$4.5K
Filed 2026-10-23
Bare Financial Services, Inc
NEW
Shares40
Change+40
Value$3.8K
Filed 2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4 ($0)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.6K (+$124)
Filed 2026-11-04
Clearstead Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.2K (+$76)
Filed 2026-11-06
Nemes Rush Group LLC
NEW
Shares12
Change+12
Value$1.1K
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$191 (+$7)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-01
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-22
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (+$103.8K)
Filed 2026-10-22
Envestnet Asset Management Inc
N/A
Shares— from 2,612,993
Change-2,612,993 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,410,748
Change-2,410,748 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,631,463
Change-1,631,463 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,312,600
Change-1,312,600 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,010,651
Change-1,010,651 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 778,421
Change-778,421 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 751,691
Change-751,691 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 736,762
Change-736,762 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 666,422
Change-666,422 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 636,925
Change-636,925 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 578,611
Change-578,611 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 253,072
Change-253,072 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 234,138
Change-234,138 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 221,227
Change-221,227 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 210,487
Change-210,487 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 208,216
Change-208,216 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 169,449
Change-169,449 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 168,752
Change-168,752 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 153,994
Change-153,994 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 143,330
Change-143,330 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 109,194
Change-109,194 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 108,997
Change-108,997 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 99,081
Change-99,081 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 92,122
Change-92,122 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 89,735
Change-89,735 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 86,148
Change-86,148 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 83,777
Change-83,777 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 77,931
Change-77,931 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 77,095
Change-77,095 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 70,316
Change-70,316 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 60,596
Change-60,596 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 55,493
Change-55,493 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,198
Change-50,198 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 49,485
Change-49,485 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 44,113
Change-44,113 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,859
Change-40,859 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 36,679
Change-36,679 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,706
Change-31,706 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 27,995
Change-27,995 (-100%)
Value—
&partners
N/A
Shares— from 27,625
Change-27,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,556
Change-27,556 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,240
Change-27,240 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 26,547
Change-26,547 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,065
Change-26,065 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 23,179
Change-23,179 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,090
Change-21,090 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 19,625
Change-19,625 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,406
Change-19,406 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,845
Change-17,845 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 14,975
Change-14,975 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,101
Change-14,101 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 7,941
Change-7,941 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 830
Change-830 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 413
Change-413 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,853,1104,892,554+960,556+20%$449.9M$557.3M+$107.4M2026-11-06
Commonwealth Equity Services, LLC
INCREASED664,020315,799+348,221+110%$29.0M$63.2M+$34.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED662,478509,077+153,401+30%$46.8M$63.1K-$46.7M2026-11-02
Lido Advisors, LLC
INCREASED457,712172,098+285,614+166%$15.8M$43.6M+$27.8M2026-11-04
Grant Street Asset Management, Inc.
INCREASED310,221290,616+19,605+7%$26.7M$29.5M+$2.8M2026-10-26
Greenwood Gearhart LLC
INCREASED288,817270,228+18,589+7%$24.8M$27.5M+$2.7M2026-11-02
Cooper Financial Group
INCREASED287,417253,083+34,334+14%$23.3M$27.4M+$4.1M2026-10-07
Lineweaver Wealth Advisors, LLC
INCREASED196,073192,301+3,772+2%$17.7M$18.7M+$987.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED158,162142,495+15,667+11%$13.1M$15.1M+$2.0M2026-11-02
Avaii Wealth Management, LLC
INCREASED158,151153,298+4,853+3%$14.1M$15.0M+$923.2K2026-10-09
Archer Investment Corp
INCREASED154,687108,257+46,430+43%$10.0M$14.7M+$4.8M2026-11-05
TD Waterhouse Canada Inc.
INCREASED150,591139,660+10,931+8%$12.7M$14.2M+$1.5M2026-10-16
Verus Capital Partners, LLC
DECREASED146,263148,795-2,532-2%$13.7M$13.9M+$244.8K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED138,1763,600+134,576+3738%$331.0K$13.2M+$12.8M2026-10-14
Sard Wealth Management Group, LLC
NEW133,002—+133,002——$12.7M—2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED130,360116,833+13,527+12%$10.7M$12.4M+$1.7M2026-11-05
Assetmark, Inc
DECREASED118,348124,719-6,371-5%$11.5M$11.3M-$199.4K2026-10-21
KWB Wealth
DECREASED108,193110,823-2,630-2%$10.2M$10.3M+$111.4K2026-10-16
Plan Group Financial, LLC
INCREASED106,20889,917+16,291+18%$8.3M$10.0M+$1.8M2026-10-22
Farther Finance Advisors, LLC
INCREASED105,51678,847+26,669+34%$7.3M$10.0M+$2.8M2026-10-08
Cornerstone Wealth Management, LLC
INCREASED96,62692,398+4,228+5%$8.5M$9.2M+$704.4K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED93,35069,258+24,092+35%$6.4M$8.9M+$2.5M2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED85,36974,491+10,878+15%$6.8M$8.1M+$1.3M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED83,41048,959+34,451+70%$4.5M$7.9M+$3.4M2026-10-16
Saxony Capital Management, LLC
INCREASED81,40677,538+3,868+5%$7.1M$7.8M+$621.5K2026-10-15
Thrivent Financial for Lutherans
NEW75,710—+75,710——$7.2M—2026-11-05
Hunter Associates Investment Management LLC
INCREASED75,29468,957+6,337+9%$6.3M$7.2K-$6.3M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED74,67647,724+26,952+56%$4.5M$7.0M+$2.6M2026-10-13
Truist Financial Corp
INCREASED74,42642,959+31,467+73%$4.0M$7.1M+$3.1M2026-10-30
PFG Advisors
DECREASED73,99881,689-7,691-9%$7.5M$7.0M-$465.6K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED73,62867,325+6,303+9%$6.2M$7.0M+$820.0K2026-10-21
MGO One Seven LLC
INCREASED71,53557,815+13,720+24%$5.3M$6.8M+$1.5M2026-10-28
Wespac Advisors SoCal, LLC
INCREASED70,20568,788+1,417+2%$6.3M$6.7M+$359.6K2026-10-13
TKG Advisors, LLC
INCREASED66,99366,219+774+1%$6.1M$6.4M+$290.0K2026-11-02
Legacy Solutions, LLC
NEW64,374—+64,374——$6.1M—2026-10-07
Nikulski Financial, Inc.
INCREASED55,25343,672+11,581+27%$4.0M$5.3M+$1.2M2026-11-06
Sagespring Wealth Partners, LLC
INCREASED52,67652,428+248+0%$4.8M$5.0M+$194.8K2026-10-22
Larson Financial Group LLC
NEW51,673—+51,673——$4.9M—2026-11-05
Central Pacific Bank - Trust Division
DECREASED49,54550,625-1,080-2%$4.7M$4.7M+$62.5K2026-10-06
Paradigm, Strategies in Wealth Management, LLC
INCREASED49,16419,834+29,330+148%$1.8M$4.7M+$2.9M2026-10-16
Creative Financial Designs Inc
INCREASED47,28845,147+2,141+5%$4.2M$4.5M+$351.3K2026-11-04
Wespac Advisors, LLC
INCREASED47,02046,528+492+1%$4.3M$4.5M+$198.8K2026-10-26
G&S Capital LLC
INCREASED46,99145,007+1,984+4%$4.1M$4.5M+$335.9K2026-10-23
Obsidian CIO, LLC
INCREASED45,85339,333+6,520+17%$3.6M$4.4M+$749.3K2026-11-05
Base Wealth Management LLC
INCREASED44,79043,304+1,486+3%$4.0M$4.3M+$282.9K2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED42,81439,555+3,259+8%$3.6M$4.1M+$439.6K2026-10-27
Retirement Guys Formula LLC
DECREASED42,40543,842-1,437-3%$4.0M$4.0M+$6.3K2026-10-26
Focus Financial Network, Inc.
INCREASED42,37523,507+18,868+80%$2.2M$4.0M+$1.9M2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED39,35239,687-335-1%$3.6M$3.7M+$97.7K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED37,30034,484+2,816+8%$3.2M$3.6M+$380.8K2026-10-23
Emerald Advisors, LLC
DECREASED37,16637,225-590%$3.4M$3.5M+$115.9K2026-10-13
Park Avenue Securities LLC
DECREASED32,05833,300-1,242-4%$3.1M$3.1K-$3.1M2026-10-26
Sigma Planning Corp
INCREASED30,87428,876+1,998+7%$2.7M$2.9M+$284.6K2026-10-23
Boyer Financial Services, Inc.
INCREASED26,14322,235+3,908+18%$2.1M$2.5M+$438.0K2026-10-23
Kaizen Financial Strategies
INCREASED26,06921,960+4,109+19%$2.0M$2.5M+$478.9K2026-10-09
Ignite Planners, LLC
NEW24,382—+24,382——$2.3M—2026-10-14
StoneX Group Inc.
NEW20,525—+20,525——$2.0M—2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED19,63016,129+3,501+22%$1.5M$1.9M+$386.0K2026-10-14
Capital Advisors Wealth Management, LLC
INCREASED18,86013,581+5,279+39%$1.2M$1.8M+$547.0K2026-10-09
BigSur Wealth Management LLC
INCREASED16,59011,250+5,340+47%$1.0M$1.6M+$545.2K2026-10-13
Atria Investments, Inc
DECREASED15,45615,730-274-2%$1.4M$1.5M+$25.3K2026-10-15
Titleist Asset Management, LLC
NEW14,851—+14,851——$1.4M—2026-10-08
Hazlett, Burt & Watson, Inc.
NEW14,425—+14,425——$551.8K—2026-11-04
Mirador Capital Partners LP
INCREASED13,95013,741+209+2%$1.3M$1.3M+$64.8K2026-10-09
Visionary Wealth Advisors
INCREASED13,0319,677+3,354+35%$889.8K$1.2M+$350.9K2026-11-04
Signature Equity Partners, LLC
DECREASED12,77415,759-2,985-19%$1.4M$1.2M-$232.8K2026-10-29
Unique Wealth, LLC
DECREASED12,21912,221-20%$1.1M$1.2M+$39.7K2026-10-16
Kennedy Investment Group, Inc.
INCREASED11,43510,326+1,109+11%$949.5K$1.1M+$139.4K2026-10-21
ERn Financial, LLC
INCREASED11,14710,757+390+4%$989.2K$1.1M+$72.3K2026-10-28
Nations Financial Group Inc,
INCREASED11,1425,418+5,724+106%$498.2K$1.1M+$562.7K2026-11-05
Prospera Financial Services Inc
DECREASED10,08710,259-172-2%$943.3K$946.3K+$3.0K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED9,8469,693+153+2%$891.3K$937.5K+$46.2K2026-10-13
Claro Advisors Inc.
INCREASED9,6269,203+423+5%$846.2K$916.5K+$70.3K2026-11-02
Ascentis Independent Advisors
NEW9,210—+9,210——$877.0K—2026-11-03
Essential Investment Partners LLC
INCREASED8,6346,371+2,263+36%$585.8K$822.1K+$236.3K2026-10-27
Fifth Third Bancorp
DECREASED8,2518,621-370-4%$792.7K$785.6K-$7.1K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED8,2219,528-1,307-14%$876.1K$782.8K-$93.3K2026-10-05
Lane Brothers & Co Inc
INCREASED8,0836,498+1,585+24%$597.5K$769.7K+$172.1K2026-11-02
Savant Capital, LLC
UNCHANGED7,8077,80700%$717.9K$743.4K+$25.5K2026-11-06
Financial Partners Group, Inc
INCREASED7,3213,183+4,138+130%$292.7K$697.1K+$404.5K2026-10-19
Davenport & Co LLC
INCREASED7,2462,562+4,684+183%$235.6K$690.0K+$454.4K2026-10-14
Accelerate Investment Advisors LLC
NEW7,004—+7,004——$666.9K—2026-11-02
Wedbush Securities Inc
INCREASED6,9246,347+577+9%$584.0K$659-$583.3K2026-10-22
Aprio Wealth Management, LLC
UNCHANGED6,7206,72000%$617.9K$639.9K+$21.9K2026-10-28
Golden State Wealth Management, LLC
INCREASED5,9923,242+2,750+85%$298.1K$570.6K+$272.4K2026-11-02
Moors & Cabot, Inc.
INCREASED5,9354,580+1,355+30%$421.2K$565.1K+$144.0K2026-11-06
Lockerman Financial Group, Inc.
DECREASED5,9056,003-98-2%$552.0K$562.3K+$10.3K2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED5,8254,225+1,600+38%$388.5K$555.6K+$167.1K2026-11-02
Sowell Financial Services LLC
DECREASED5,6947,477-1,783-24%$687.5K$542.2K-$145.3K2026-10-23
Lake Street Private Wealth, LLC
DECREASED5,6325,739-107-2%$527.7K$536.3K+$8.6K2026-10-22
IFP Advisors, Inc
INCREASED5,5424,868+674+14%$447.6K$527.7K+$80.1K2026-10-16
Ascent Group, LLC
DECREASED5,5295,760-231-4%$529.7K$526.5K-$3.2K2026-10-30
Breakwater Investment Management
DECREASED5,4795,589-110-2%$513.9K$521.7K+$7.8K2026-10-20
Echo Wealth Management, LLC
INCREASED5,1374,481+656+15%$412.0K$489.1K+$77.1K2026-10-15
Creative Planning
NEW4,929—+4,929——$469.3K—2026-11-02
Lewis Asset Management, LLC
UNCHANGED4,5964,59600%$422.6K$437.6K+$15.0K2026-10-14
Clear Point Advisors Inc.
INCREASED4,5514,074+477+12%$374.7K$433.4K+$58.7K2026-10-30
Private Trust Co NA
INCREASED4,3594,249+110+3%$390.7K$415.1K+$24.4K2026-10-20
Roger Wittlin Investment Advisory, LLC
UNCHANGED4,2524,25200%$391.0K$404.9K+$13.9K2026-10-19
Elevation Wealth Management LLC
DECREASED4,2044,271-67-2%$392.8K$400.3K+$7.6K2026-11-02
Kingsman Wealth Management, Inc.
NEW4,174—+4,174——$397.5K—2026-10-13
A4 Wealth Advisors LLC
DECREASED4,0835,042-959-19%$463.6K$388.8K-$74.9K2026-10-20
Hennion & Walsh Asset Management, Inc.
NEW4,069—+4,069——$387.5K—2026-10-13
EdgeRock Capital LLC
INCREASED4,0552,720+1,335+49%$250.1K$386.1K+$136.0K2026-11-03
Trademark Financial Management, LLC
NEW3,851—+3,851——$366.7K—2026-10-23
Ellerson Group Inc
NEW3,805—+3,805——$355.8K—2026-11-04
Traynor Capital Management, Inc.
INCREASED3,4893,453+36+1%$317.5K$332.2K+$14.7K2026-10-29
3Chopt Investment Partners, LLC
DECREASED3,3613,443-82-2%$316.6K$320.0K+$3.4K2026-10-30
TD Private Client Wealth LLC
INCREASED3,3493,096+253+8%$284.7K$318.9K+$34.2K2026-10-28
HBW Advisory Services LLC
NEW3,290—+3,290——$313.3K—2026-10-15
Argyle Capital Partners, LLC
NEW3,219—+3,219——$306.5K—2026-10-23
International Assets Investment Management, LLC
UNCHANGED3,1753,17500%$289.7K$299.5K+$9.8K2026-11-02
AdvisorNet Financial, Inc
INCREASED3,1342,342+792+34%$215.4K$294.7K+$79.3K2026-10-15
Manchester Financial Inc
NEW3,101—+3,101——$295.3K—2026-10-15
Firethorn Wealth Partners, LLC
INCREASED2,8432,575+268+10%$236.8K$270.7K+$33.9K2026-10-14
Carnegie Investment Counsel
INCREASED2,6752,375+300+13%$218.4K$254.7K+$36.3K2026-10-20
Spire Wealth Management
DECREASED2,5542,588-34-1%$238.0K$243.2K+$5.2K2026-10-30
Aegis Wealth Management, Inc.
NEW2,543—+2,543——$242.1K—2026-10-26
Luts & Greenleigh Group, Inc.
INCREASED2,5022,352+150+6%$216.3K$238.2K+$22.0K2026-11-05
Koshinski Asset Management, Inc.
DECREASED2,4852,598-113-4%$238.9K$236.6K-$2.3K2026-10-29
Mascagni Wealth Management, Inc.
NEW2,406—+2,406——$229.1K—2026-10-23
Emergent Wealth Advisors, LLC
NEW2,342—+2,342——$223.0K—2026-10-09
Oppenheimer & Co Inc
NEW2,306—+2,306——$219.6K—2026-10-26
Independent Financial Group, LLC
NEW2,221—+2,221——$211.5K—2026-10-13
Richardson Financial Services Inc.
DECREASED1,7631,795-32-2%$165.1K$167.9K+$2.8K2026-10-30
US Bancorp \de\
INCREASED1,547617+930+151%$56.7K$147.3K+$90.6K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED9721,015-43-4%$93.3K$94.2K+$8632026-10-30
Westside Investment Management, Inc.
UNCHANGED88088000%$80.9K$83.8K+$2.9K2026-11-02
Latitude Advisors, LLC
NEW832—+832——$79.2K—2026-10-27
Allworth Financial LP
UNCHANGED76576500%$70.3K$70.3K$02026-11-06
Gamma Investing LLC
INCREASED42234+388+1141%$3.1K$40.2K+$37.1K2026-10-08
Register Financial Advisors LLC
NEW287—+287——$27.3K—2026-10-23
Nova Financial LLC
NEW277—+277——$26.4K—2026-11-04
Cordgrass Capital Advisors, LLC
INCREASED258246+12+5%$22.6K$24.6K+$1.9K2026-10-30
First Bancorp, Inc
NEW255—+255——$24.3K—2026-10-26
Silver Grove Financial Group, Inc.
INCREASED255232+23+10%$21.3K$24.3K+$2.9K2026-11-05
Peck Wealth Management, LLC
UNCHANGED25025000%$23.0K$23.8K+$8162026-10-29
Horizon Financial Services, LLC
NEW146—+146——$13.9K—2026-11-04
Triumph Capital Management
UNCHANGED10010000%$9.2K$9.5K+$3272026-10-14
Signaturefd, LLC
NEW47—+47——$4.5K—2026-10-23
Bare Financial Services, Inc
NEW40—+40——$3.8K—2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED404000%$4$4$02026-10-13
AlphaCore Capital LLC
UNCHANGED383800%$3.5K$3.6K+$1242026-11-04
Clearstead Advisors, LLC
UNCHANGED232300%$2.1K$2.2K+$762026-11-06
Nemes Rush Group LLC
NEW12—+12——$1.1K—2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED2200%$184$191+$72026-10-16
Cornerstone Planning Group LLC
CLOSED0102-102-100%$9.6K$0-$9.6K2026-10-16
Cedar Mountain Advisors, LLC
CLOSED053-53-100%$4.9K$0-$4.9K2026-10-15
Sarver Vrooman Wealth Advisors
CLOSED041-41-100%$3.8K$0-$3.8K2026-10-01
Farmers & Merchants Investments Inc
CLOSED016-16-100%$1.5K$0-$1.5K2026-10-22
Illumine Investment Management, LLC
UNCHANGED000—$1.4M$1.5M+$103.8K2026-10-22
Envestnet Asset Management Inc
N/A—2,612,993-2,612,993-100%$240.3M———
RiverFront Investment Group, LLC
N/A—2,410,748-2,410,748-100%$221.7M———
Raymond James Financial Inc
N/A—1,631,463-1,631,463-100%$150.0M———
Bank of America Corp
N/A—1,312,600-1,312,600-100%$120.7M———
Osaic Holdings, Inc.
N/A—1,010,651-1,010,651-100%$92.9M———
Jones Financial Companies Lllp
N/A—778,421-778,421-100%$71.3M———
MML Investors Services, LLC
N/A—751,691-751,691-100%$69.1M———
Janney Montgomery Scott LLC
N/A—736,762-736,762-100%$67.7M———
Royal Bank of Canada
N/A—666,422-666,422-100%$61.3M———
Private Advisor Group, LLC
N/A—636,925-636,925-100%$58.6M———
Cetera Investment Advisers
N/A—578,611-578,611-100%$53.2M———
JPMorgan Chase & Co
N/A—253,072-253,072-100%$23.2M———
Vestmark Advisory Solutions, Inc.
N/A—234,138-234,138-100%$21.5M———
Flow Traders U.S. LLC
N/A—221,227-221,227-100%$20.3M———
Jane Street Group, LLC
N/A—210,487-210,487-100%$19.4M———
Northwestern Mutual Wealth Management Co
N/A—208,216-208,216-100%$19.1M———
Pine Valley Investments Ltd Liability Co
N/A—169,449-169,449-100%$15.6M———
Aspire Capital Advisors LLC
N/A—168,752-168,752-100%$15.5M———
Pallas Capital Advisors LLC
N/A—153,994-153,994-100%$14.2M———
N.E.W. Advisory Services LLC
N/A—143,330-143,330-100%$13.2M———
Modus Advisors, LLC
N/A—109,194-109,194-100%$10.0M———
SSI Investment Management LLC
N/A—108,997-108,997-100%$10.0M———
Cary Street Partners Financial LLC
N/A—99,081-99,081-100%$9.1M———
Stifel Financial Corp
N/A—92,122-92,122-100%$8.5M———
HighTower Advisors, LLC
N/A—89,735-89,735-100%$8.3M———
Natixis Advisors, LLC
N/A—86,148-86,148-100%$7.9M———
Menora Mivtachim Holdings Ltd.
N/A—83,777-83,777-100%$7.7M———
Rehmann Capital Advisory Group
N/A—77,931-77,931-100%$7.2M———
Steward Partners Investment Advisory, LLC
N/A—77,095-77,095-100%$7.1M———
Wayfinding Financial, LLC
N/A—70,316-70,316-100%$6.5M———
Geneos Wealth Management Inc.
N/A—60,596-60,596-100%$5.6M———
UBS Asset Management Americas LLC
N/A—55,493-55,493-100%$5.1M———
Equitable Holdings, Inc.
N/A—50,198-50,198-100%$4.6M———
CreativeOne Wealth, LLC
N/A—49,485-49,485-100%$4.6M———
Envestnet Portfolio Solutions, Inc.
N/A—44,113-44,113-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—40,859-40,859-100%$3.8M———
Benjamin Edwards Inc
N/A—36,679-36,679-100%$3.4M———
Savvy Advisors, Inc.
N/A—31,706-31,706-100%$2.9M———
Delta Investment Management, LLC
N/A—27,995-27,995-100%$2.6M———
&partners
N/A—27,625-27,625-100%$2.5M———
Arax Advisory Partners
N/A—27,556-27,556-100%$2.5M———
Waverly Advisors, LLC
N/A—27,240-27,240-100%$2.5M———
CIBC World Market Inc.
N/A—26,547-26,547-100%$2.4M———
Mariner, LLC
N/A—26,065-26,065-100%$2.4M———
Gladstone Institutional Advisory LLC
N/A—23,179-23,179-100%$2.1M———
Sanctuary Advisors, LLC
N/A—22,415-22,415-100%$2.1M———
Arkadios Wealth Advisors
N/A—21,090-21,090-100%$1.9M———
Evernest Financial Advisors, LLC
N/A—19,625-19,625-100%$1.8M———
Old Mission Capital LLC
N/A—19,406-19,406-100%$1.8M———
Belpointe Asset Management LLC
N/A—17,845-17,845-100%$1.6M———
Foundations Investment Advisors, LLC
N/A—17,058-17,058-100%$1.6M———
Thoroughbred Financial Services, LLC
N/A—16,390-16,390-100%$1.5M———
Hopwood Nicholas Hunter
N/A—14,975-14,975-100%$1.4M———
NewEdge Wealth, LLC
N/A—14,101-14,101-100%$1.3M———
NCM Capital Management, LLC
N/A—13,050-13,050-100%$1.2M———
WCG Wealth Advisors LLC
N/A—12,913-12,913-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—10,826-10,826-100%$995.5K———
Advisory Alpha, LLC
N/A—9,800-9,800-100%$901.2K———
Citadel Advisors LLC
N/A—8,875-8,875-100%$816.1K———
GTS Securities LLC
N/A—8,558-8,558-100%$786.9K———
Quantinno Capital Management LP
N/A—8,547-8,547-100%$786.0K———
Harbour Investments, Inc.
N/A—8,195-8,195-100%$753.6K———
Orion Porfolio Solutions, LLC
N/A—8,054-8,054-100%$740.6K———
Kingsview Wealth Management, LLC
N/A—7,976-7,976-100%$733.4K———
Eaton Financial Holdings Company, LLC
N/A—7,941-7,941-100%$730.2K———
Perennial Investment Advisors, LLC
N/A—6,680-6,680-100%$614.3K———
Smith, Moore & Co.
N/A—6,263-6,263-100%$575.9K———
Capital Analysts, LLC
N/A—5,828-5,828-100%$536.0K———
Prospect Financial Services LLC
N/A—5,461-5,461-100%$502.2K———
Essex Financial Services, Inc.
N/A—4,556-4,556-100%$419.0K———
Great Valley Advisor Group, Inc.
N/A—4,261-4,261-100%$391.4K———
Brown Advisory Inc
N/A—4,076-4,076-100%$374.8K———
Global Retirement Partners, LLC
N/A—3,871-3,871-100%$356.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—3,047-3,047-100%$280.2K———
GeoWealth Management, LLC
N/A—2,981-2,981-100%$274.1K———
Bank of Montreal
N/A—2,950-2,950-100%$271.3K———
Stratos Wealth Partners, Ltd.
N/A—2,949-2,949-100%$271.2K———
XTX Topco Ltd
N/A—2,634-2,634-100%$242.2K———
Baird Financial Group, Inc.
N/A—2,627-2,627-100%$241.6K———
Cary Street Partners Investment Advisory LLC
N/A—2,564-2,564-100%$235.8K———
Lbmc Investment Advisors, LLC
N/A—2,213-2,213-100%$203.5K———
Advisory Services Network, LLC
N/A—2,199-2,199-100%$202.2K———
Caldwell Sutter Capital, Inc.
N/A—1,868-1,868-100%$171.8K———
Caitlin John, LLC
N/A—1,600-1,600-100%$147.1K———
UBS Group AG
N/A—1,472-1,472-100%$135.4K———
SHP Wealth Management
N/A—1,157-1,157-100%$106.4K———
Morgan Stanley
N/A—1,108-1,108-100%$101.9K———
Ancora Advisors LLCA
N/A—830-830-100%$76.4K———
NewEdge Advisors, LLC
N/A—785-785-100%$72.2K———
Tripletail Wealth Management, LLC
N/A—664-664-100%$61.3K———
O'shaughnessy Asset Management, LLC
N/A—475-475-100%$43.7K———
Founders Financial Alliance, LLC
N/A—416-416-100%$38.3K———
Wells Fargo & Company
N/A—413-413-100%$38.0K———
AE Wealth Management LLC
N/A—331-331-100%$30.4K———
Highland Investment Advisors LLC
N/A—248-248-100%$22.8K———
Keating Financial Advisory Services, Inc.
N/A—234-234-100%$21.5K———
Transamerica Financial Advisors, LLC
N/A—181-181-100%$16.7K———
Orion Capital Management LLC
N/A—132-132-100%$12.1K———
Whittier Trust Co
N/A—90-90-100%$8.5K———
Lummis Asset Management, LP
N/A—42-42-100%$3.9K———
Showing 251 of 251 institutions